Phase 3: ILP Generator

Overview

Duration: ~2 weeks (60-80 hours) Goal: Residents can view enhanced personal dashboard with trajectory charts and AI summaries, and download a pre-populated ILP Word document. Demo: Resident views trajectory, sees comment summaries, clicks button, downloads Word doc with their data pre-filled.

Prerequisites: Phase 2 complete (RBAC working, resident dashboard exists)

Timeline

Week 6                              Week 7
├───────────────────────────────────┼───────────────────────────────────┤
│ Day 1-2    │ Day 3-4   │ Day 5   │ Day 1-2    │ Day 3-4   │ Day 5    │
│ Trajectory │ AI        │ ILP     │ Word Doc   │ Pre-pop   │ Testing  │
│ Charts     │ Comments  │ Schema  │ Generator  │ + Polish  │ + Demo   │
├────────────┼───────────┼─────────┼────────────┼───────────┼──────────┤
│    12h     │    12h    │   8h    │    12h     │    8h     │   8h     │
└────────────┴───────────┴─────────┴────────────┴───────────┴──────────┘
                                                              ▲
                                                         DEMO 3
                                                     (FINAL DEMO)

User Stories

ID	Story	Acceptance Criteria
US-3.1	As a resident, I can view my competency trajectory over time	Line chart showing scores over evaluation dates
US-3.2	As a resident, I can see how I compare to expected levels for my PGY	Visual indicator of expected vs actual
US-3.3	As a resident, I can see AI-generated summaries of feedback comments	Strengths and areas for growth sections
US-3.4	As a resident, I can download a Word doc ILP pre-filled with my data	Button click → .docx download
US-3.5	As a resident, I see reflection prompts appropriate to my training level	PGY-specific prompts in ILP template

Epic 3.1: Personal Dashboard Enhancements (AIM 1 - Full)

Estimated Time: 28 hours

Task ID	Task	Description	Hours	Dependencies
3.1.1	Trajectory Data API	`GET /api/me/trajectory` returns time-series data	4h	Phase 2
3.1.2	Trajectory Visualization	Line chart showing scores over time (Chart.js or similar)	8h	3.1.1
3.1.3	Expected Level Data	Define expected scores by PGY level per form	4h	None
3.1.4	Expected Level Comparison	Visual overlay showing expected vs actual	4h	3.1.2, 3.1.3
3.1.5	AI Comments Adaptation	Adapt existing AI system for OB-GYN data format	6h	Phase 1
3.1.6	Comment Summaries View	Display AI summaries (strengths, growth areas)	4h	3.1.5

Trajectory Visualization Wireframe

┌─────────────────────────────────────────────────────────────────┐
│  My Progress - Milestones                                       │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  Score                                                          │
│    5 ┤                                    ╭──● Current          │
│      │                              ╭────╯                      │
│    4 ┤                        ╭────╯                            │
│      │                  ╭────╯      - - - Expected (PGY-3)      │
│    3 ┤            ╭────╯                                        │
│      │      ╭────╯                                              │
│    2 ┤╭────╯                                                    │
│      │                                                          │
│    1 ┼──────┬──────┬──────┬──────┬──────┬──────┬──────┬────►   │
│      │ Jul  │ Aug  │ Sep  │ Oct  │ Nov  │ Dec  │ Jan  │ Time   │
│      │ '24  │ '24  │ '24  │ '24  │ '24  │ '24  │ '25  │        │
└─────────────────────────────────────────────────────────────────┘
│  ● Your average score    - - - Expected for PGY-3              │
└─────────────────────────────────────────────────────────────────┘

AI Comment Summary Display

┌─────────────────────────────────────────────────────────────────┐
│  Feedback Summary (based on 47 evaluations)                     │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  ✓ STRENGTHS                                                    │
│  ───────────                                                    │
│  • Strong clinical knowledge and patient rapport                │
│  • Consistently prepared and punctual                           │
│  • Effective communication with nursing staff                   │
│                                                                 │
│  ↗ AREAS FOR GROWTH                                             │
│  ──────────────────                                             │
│  • Continue developing surgical autonomy                        │
│  • Work on efficiency in high-volume clinic settings            │
│                                                                 │
│  📊 Based on comments from Jul 2024 - Jan 2025                  │
└─────────────────────────────────────────────────────────────────┘

Epic 3.2: ILP Template System (AIM 2)

Estimated Time: 32 hours

Task ID	Task	Description	Hours	Dependencies
3.2.1	ILP Schema Design	Define template sections based on OB-GYN requirements	4h	None
3.2.2	Reflection Prompts Table	Create DB table for PGY-specific prompts	2h	None
3.2.3	Seed Prompts	Load prompts from research team	2h	3.2.2
3.2.4	Data Pre-population Service	Gather all learner data for ILP	6h	Phase 2, 3.1.6
3.2.5	Word Doc Generator	python-docx template and generation logic	10h	3.2.1
3.2.6	ILP Download Endpoint	`GET /api/me/ilp/download` returns .docx	4h	3.2.4, 3.2.5
3.2.7	Download Button UI	Add button to resident dashboard	2h	3.2.6
3.2.8	Integration Testing	End-to-end ILP generation test	2h	All above

ILP Template Structure

Based on OB-GYN’s existing ILP format (Appendix 1 of proposal):

┌─────────────────────────────────────────────────────────────────┐
│                    INDIVIDUALIZED LEARNING PLAN                 │
│                         [Resident Name]                         │
│                       Date: [Generated Date]                    │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  CLINICAL                                                       │
│  ────────                                                       │
│  Milestone Summary: [Auto-populated table of recent scores]     │
│  Procedure Summary: [Auto-populated procedure counts/scores]    │
│                                                                 │
│  Feedback Highlights:                                           │
│  • [AI-generated strength 1]                                    │
│  • [AI-generated strength 2]                                    │
│  • [AI-generated growth area 1]                                 │
│                                                                 │
│  ☐ Case Log Reviewed                                            │
│  ☐ MedHub Reports Reviewed                                      │
│                                                                 │
│  QUALITY IMPROVEMENT                                            │
│  ───────────────────                                            │
│  IHI Module: ☐ Completed  ☐ Not Completed                       │
│  QI Project: ________________________________                   │
│                                                                 │
│  RESEARCH                                                       │
│  ────────                                                       │
│  1. _______________________________________________             │
│  2. _______________________________________________             │
│                                                                 │
│  TEACHING                                                       │
│  ────────                                                       │
│  Medical Student Evaluations: [Auto-populated if available]     │
│                                                                 │
│  EXAMINATIONS                                                   │
│  ────────────                                                   │
│  CREOG Score: [Auto-populated if available, else blank]         │
│  Step 3: ☐ Completed  ☐ Not Completed                           │
│                                                                 │
│  GOALS                                                          │
│  ─────                                                          │
│  [Reflection prompt based on PGY level]                         │
│                                                                 │
│  Professional:                                                  │
│  1. _______________________________________________             │
│  2. _______________________________________________             │
│                                                                 │
│  Clinical/Skills:                                               │
│  1. _______________________________________________             │
│  2. _______________________________________________             │
│                                                                 │
│  Personal:                                                      │
│  1. _______________________________________________             │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Reflection Prompts by PGY Level

PGY-1:
  "As a first-year resident, reflect on your transition to residency.
   What clinical skills have you developed? What areas feel most
   challenging? Consider specific patient encounters that shaped your
   learning this period."

PGY-2:
  "As you gain more autonomy, reflect on your growing independence.
   Where do you feel confident making decisions? Where do you still
   seek guidance? What procedures are you ready to lead?"

PGY-3:
  "As a senior resident, reflect on your leadership development.
   How are you teaching junior residents? What subspecialty interests
   are emerging? How are you preparing for independent practice?"

PGY-4:
  "As you approach graduation, reflect on your readiness for practice.
   What are your career goals? What final skills do you want to
   solidify? How will you continue your learning journey?"

Epic 3.3: Future/Budget Items

Task ID	Task	Description	Priority
3.3.1	Configurable Prompts	Admin UI for programs to define own prompts	Future
3.3.2	Additional Data Fields	Integrate exam scores, attendance if available	Future
3.3.3	ILP Versioning	Save generated ILPs for historical tracking	Future
3.3.4	PDF Export Option	Alternative to Word doc	Future
3.3.5	Faculty Review Workflow	Faculty can view/comment on resident ILPs	Future

Technical Implementation

python-docx Template Approach

from docx import Document
from docx.shared import Inches, Pt
from docx.enum.text import WD_ALIGN_PARAGRAPH

def generate_ilp(learner_data: dict) -> Document:
    doc = Document()

    # Title
    title = doc.add_heading('Individualized Learning Plan', 0)
    title.alignment = WD_ALIGN_PARAGRAPH.CENTER

    # Resident info
    doc.add_paragraph(f"Resident: {learner_data['name']}")
    doc.add_paragraph(f"PGY Level: {learner_data['pgy_level']}")
    doc.add_paragraph(f"Date: {learner_data['generated_date']}")

    # Clinical section with auto-populated table
    doc.add_heading('Clinical', level=1)
    add_milestone_table(doc, learner_data['milestones'])

    # Feedback highlights
    doc.add_heading('Feedback Highlights', level=2)
    for strength in learner_data['strengths']:
        doc.add_paragraph(f"• {strength}", style='List Bullet')

    # Reflection prompts
    doc.add_heading('Goals', level=1)
    doc.add_paragraph(learner_data['reflection_prompt'])

    # Blank goal fields
    doc.add_paragraph("Professional Goals:")
    doc.add_paragraph("1. _______________________________")
    doc.add_paragraph("2. _______________________________")

    return doc

API Endpoint

@app.route('/api/me/ilp/download')
@require_role('resident', 'program_director', 'super_admin')
def download_ilp():
    user = get_current_user()

    # Get learner mapping
    mapping = get_learner_mapping(user)
    if not mapping:
        return {"error": "No learner mapping found"}, 404

    # Gather all data
    learner_data = gather_ilp_data(mapping)

    # Generate document
    doc = generate_ilp(learner_data)

    # Return as download
    buffer = io.BytesIO()
    doc.save(buffer)
    buffer.seek(0)

    filename = f"ILP_{user.name}_{date.today()}.docx"
    return send_file(
        buffer,
        as_attachment=True,
        download_name=filename,
        mimetype='application/vnd.openxmlformats-officedocument.wordprocessingml.document'
    )

Deliverables

Deliverable	Description	Format
Trajectory Charts	Time-series visualization of scores	Chart.js component
Expected Level Comparison	Visual showing actual vs expected	UI overlay
AI Summaries Integration	Adapted comment analysis for OB-GYN	Python service
Comment Summaries UI	Strengths and growth areas display	HTML/JS component
ILP Template	Word document template with sections	python-docx template
Reflection Prompts	PGY-level appropriate prompts	Database seed
ILP Download Endpoint	API to generate and download ILP	Flask route

Demo Script (End of Week 7 - FINAL DEMO)

Demo 3A: Enhanced Personal Dashboard

Login as OB-GYN resident: Authenticate as test resident
Show trajectory chart: Scores over time for Milestones
Show expected level: Overlay showing PGY-3 expected vs actual
Switch to Procedures: See trajectory for procedure scores
Show AI summaries: Strengths and areas for growth

Demo 3B: ILP Generation

Click “Download ILP” button: On resident dashboard
Show download starts: Browser downloads .docx file
Open Word document: Show pre-populated content
Highlight auto-filled sections: Milestone scores, feedback highlights
Show reflection prompt: PGY-appropriate prompt text
Show editable sections: Blank goal fields ready for input

Demo 3C: Full User Journey

Start as new resident: First login experience
View personal dashboard: All evaluation data
Explore trajectory: Understand progress over time
Read feedback summary: AI-generated insights
Download ILP: Get pre-populated template
Ready for faculty meeting: ILP prepared with data

Definition of Done

Research Team Inputs Needed

Item	Description	Needed By
Reflection Prompts	Text for PGY 1-4 prompts	Week 6 Day 1
Expected Levels	Target scores by PGY per milestone	Week 6 Day 1
ILP Template Review	Validation of auto-populated sections	Week 7 Day 3