📄 PDF Generation

Server-side PDF rendering for SOAP notes, progress reports, superbills, claims, intake forms, and patient-facing documents.

📑 Use Cases

• SOAP notes — finalized clinical notes exported as PDFs filed to the patient chart and the Drive module.
• Progress reports — auto-aggregated session data + graphs + mastery trends (used for ABA authorization renewals).
• Superbills — patient-side billing summary for self-pay or out-of-network reimbursement.
• Intake packets — multi-form bundles delivered to new patients via the Patient Portal.
• Receipts / invoices — Stripe-payment confirmations.
• Recall letters — bulk-send via Mail.

🏗️ Architecture

• Server-rendered via headless Chromium (per-call worker; no shared state).
• Templates live as React components — same design system as the rest of the app, rendered to PDF via Puppeteer.
• Optional digital signature via the e-Signature module (BoldSign integration) for docs that need execution.
• PDF bytes uploaded to Supabase Storage with the same RLS scoping as other Drive files.

POST /api/v1/pdf            { template, payload, sign?: bool } → returns signed download URL
GET  /api/v1/pdf/:id        Read PDF metadata + signed URL

⚖️ HIPAA + Audit

• PDFs scoped to workspace + (optional) patient — same RLS as Drive.
• Generation logged in audit chain.
• Download links are short-TTL (5 minutes) signed URLs.