Kinetic Edge Health

WMS PeptideStack – QA Flow Verification
Flow Overview

This card covers the end-to-end functional flow for Weight Management Stack (WMS), including provider assignment, patient purchase, phase start, phase progression, lab handling, reminders, and multi-phase purchases.

1. Provider Assigns WMS Stack

• 1. Login as Provider
• 2. Open an active appointment with a patient
• 3. Navigate to the Peptide tab
• 4. Select a WMS Stack
• 5. Assign the stack to the patient

2. Patient Accesses Purchase Page

• 1. Log in as Patient
• 2. Open the Buy Now link from the notification or access the purchase URL
• 3. View stack details
• 4. Verify phase-based pricing is shown (only first phase price)

3. Patient Purchases First Phase

• 1. Click Buy Now
• 2. Complete Stripe checkout
• 3. Return to the application after payment

4. Phase and Lab Initialisation

• 1. System creates phase progress record for the purchased phase
• 2. If the phase contains lab requirements:
• • Lab assessment is created as the parent assessment
• • Check-in assessments are blocked until lab is completed
• 3. Lab notifications are sent first
• 4. Patient must purchase a separate lab test pack
• • Service pack lab tests cannot be used for WMS labs

5. Lab Completion and Reminder Flow

• 1. Lab notification is sent to the patient
• 2. Patient completes lab, and lab results are received
• 3. After lab results are recorded:
• • System sends the next reminder email
• • Check-in reminders are unlocked and scheduled

6. Provider Starts Phase

• 1. Provider opens the patient appointment
• 2. Navigates to the Peptide tab
• 3. Starts the phase

7. Phase Execution

• 1. Phase start date is set
• 2. Check-ins follow the defined schedule
• 3. Reminders are sent based on phase configuration
• 4. Phase continues until all required assessments are completed

8. Phase Completion and Next Phase Availability

• 1. Phase is considered complete only when:
• • All required check-ins are completed
• • All required labs have results
• 2. System determines the next available phase
• 3. Next phase purchase notification is sent (if applicable)

9. Multi-Phase Purchase Flow

• 1. Patient can purchase the next phase before the current phase completes
• 2. Multiple phases can exist in purchased state
• 3. Only unstarted purchased phases can be started
• 4. Phases must be started in order

10. Reminder and Notification Flow

• 1. Phase payment reminders are sent near phase end
• 2. Lab reminders are sent before lab dates
• 3. Check-in reminders are sent only after lab completion (if labs exist)
• 4. Notifications are delivered via in-app, real-time, and email

QA test Cases

• Verify Provider can assign a WMS stack to a patient during an active appointment.
• Verify Patient can view WMS stack details and purchase only the first phase price.
• Verify successful payment creates phase progress and initializes lab/check-in rules correctly.
• Verify lab requirements block check-ins until lab completion and send lab notifications first.
• Verify Provider can start a phase only after prerequisites are met (labs/check-ins as applicable).
• Verify phase completes only after all required check-ins and labs are completed.
• Verify next phase becomes available and purchase notification is sent after phase completion.
• Verify multiple phases can be purchased but must be started sequentially.
• Verify reminders and notifications are triggered correctly (lab, check-in, payment, phase start).