Case workspace

A React block (a whole screen) in Beamline's Clinic app.

A patient's clinical cases and how cases work at the practice. A case shows its status, type, teeth, staff, location and start; its checklist counts what's done, with tasks added, reordered and removed, and a task done changes neither the status nor what's paid, which has its own progress. Linked appointments, notes and treatments are delinked one by one (the record stays with the patient); a case is deleted only when nothing is linked, said with how many remain. Settings list the statuses (system apart from custom, each with what it means and how it is shown; a system status stays in use, a custom one turned off stays on cases that have it) and each specialty's checklist template, whose changes apply to new cases only. A checklist task's moves and removal sit in its one menu, as does a linked record's delink; the payment leads with what's left to pay.

Use it for

Managing a patient's multi-visit cases (orthodontics, implants, gum treatment) with their checklists and links.
Any case record with tasks, payment and linked records kept apart, plus the settings that shape new cases.

Not for

A treatment plan's phases and estimates (treatment-plan).
Project tasks (project-board).

Anatomy

header: the product's mark, the title and patient, cases or settings
cases: active or closed, each with its status
the case: name, status, type, teeth, staff, location, start; checklist; payment; linked appointments, notes and treatments; delete
settings: statuses (name, meaning, system or custom, how shown, in use); checklist templates by specialty; save

States

status: plain, in progress (info), needs attention (warning), done (success)
checklist: some done (info), all done (success)
delete: blocked with how many links remain (danger), or asked
delink: said, the record stays
status off: dimmed, kept on cases that have it
saved or refused, changes kept
phone: one column; the statuses table scrolls sideways
right to left: the layout mirrors
reduced motion: nothing animates

Keyboard

Tab through the cases, the open case's status, tasks and their actions, links and delete; in settings through each status's fields and the templates

Motion

Nothing moves. Nothing runs at rest.

Props

Prop	Type	Default	Description
`patient` (required)	`string`	—
`cases` (required)	`ClinicalCase[]`	—
`statuses` (required)	`CaseStatus[]`	—
`templates` (required)	`{ specialty: string; tasks: string[]; }[]`	—	Checklist templates by specialty.
`defaultCaseId`	`string`	—
`defaultArea`	`"cases" \| "settings"`	—
`currency`	`string`	—
`onCaseChange`	`((c: ClinicalCase) => Promise<unknown>)`	—
`onDelink`	`((caseId: string, linkId: string) => Promise<unknown>)`	—
`onDelete`	`((caseId: string) => Promise<unknown>)`	—
`onSaveSettings`	`((statuses: CaseStatus[], templates: { specialty: string; tasks: string[]; }[]) => Prom…`	—
`product`	`string`	—	Your product's name, shown as its mark.
`className`	`string`	—	Classes on the documented visual root; no override by default.
`ref`	`Ref<HTMLDivElement>`	—	Receives the documented native target or imperative handle; omitted by default.

Built from

Import

import { CaseWorkspace } from "@beamline/case-workspace";

Get it

Case workspace is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. Get Beamline · Connect your agent

Case workspaceComplete system · $49

A patient's clinical cases and how cases work at the practice.

Jordan's aligner case

Three of six tasks done and $2,400 of $5,200 paid, two separate measures. Four records are linked, so deleting the case says to delink them first; delinking keeps each record with the patient.

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Case settings

System statuses stay in use; Referred out is off, so new cases can't use it while cases that have it keep it. Each specialty has its checklist; changes apply to new cases only.