Meeting Minutes (Meeting with Client)

Date: 2026-03-03
Time: 19:35 - 20:25
Location/Platform: Online(Google Meet)
Facilitator: Aditya


Attendance

Name Present (✅/❌) Notes
Aditya
Pragya
Prajin
Smriti
Mustafa
Ashwin Joined meeting, but afk
Salaar

Discussion & Agenda

App Demo to Client:

  • Feedback from Client:
    • practioner uploads forms not admin
    • display pdf in the app
      • dont stress much about pdf formatting, focus on data accurately stored
    • add feature in manage cases:
      • filter by client, date
      • if client is closed, dont show any cases of them by default(show using a seperate button to see closed clients)
        • admin can reopen the case as well
    • password: enforce strong password standard
    • edit client:
      • doesnt allow country code to be changed
      • check error handling for email, make it red box
    • save location(when session created)

not going forward with web, but initial mention for using web for admin dashboard and app for practioners

  • no web, only keep app(it does everything)
  • wait for social worker feedback

SOS 2 clicks(we have 3 clicks right now)

  • 3 clicks away is fine

Resend 1 email only, pro plan required

  • client will pay when in prod
  • this doesnt affect current functionality, only resend needs to be upgraded

AI generated summary - bullet points or paragraph

  • client will check with social worker

Decisions Made/Next Steps

  • Wait for social worker feedback for:
    • Web UI/App UI
    • AI Generated Summary(bullet points or paragraph)