idea
HMF - Home Modifications Supplier Flow
Epic: TP-3155 Initiative: TP-1857 Supplier Management Status: Draft Created: 2025-11-28
Problem Statement
Home Modifications suppliers operate differently from standard service suppliers - they work on a quote/project basis rather than hourly rates, require state-specific compliance documentation, and involve multi-stage payment tracking with progress verification.
Currently there is no Portal workflow to:
- Onboard Home Modifications suppliers with project-based pricing
- Track project stages from quote through completion
- Capture state/territory-specific documentation requirements
- Link projects to client inclusions and budget line items
- Track payment installments with progress photo verification
This results in manual tracking outside the Portal, compliance gaps, and delayed project approvals.
Proposed Solution
Build a dedicated Home Modifications workflow in the Portal:
- Price List: Add “Home Modifications” as Quote/Project rate type (not hourly)
- Supplier Tab: Auto-create Home Modifications tab when service type selected
- Project Tracking: Stages from New → Quoted → Documents Received → Under Review → Escalated → Approved → Rejected → Completed
- State Logic: Trigger state-specific documentation requirements based on project location
- Payment Tracking: Installment tracker with progress/completion photo uploads
- Linkage: Connect supplier record to client inclusion and budget line item on approval
- Compliance Dashboard: Widget for pending linkages and projects under review
Benefits
- Compliance: 100% of Home Mods projects tracked and auditable in Portal
- Efficiency: Automated status updates, no manual spreadsheet tracking
- Visibility: Clear project stages with timestamps for bottleneck reporting
- Accuracy: Correct linkage between supplier, inclusion, and budget
- Payment Control: Verified progress before each installment release
Owner & Stakeholders
| Role | Team/Person |
|---|---|
| Product Owner | TBD |
| Compliance Lead | Compliance Team |
| Dev Lead | TBD |
| Key Users | Care Partners, Suppliers, Compliance Officers |
Assumptions
- Suppliers will adopt Portal-based project submission
- State/territory documentation requirements are well-defined
- Existing price list infrastructure can support Quote/Project type
Dependencies
- Supplier onboarding flow (TP-2294 SOP2) must support new service type
- Budget line item linkage capability exists
- Inclusion management is functional
Risks
| Risk | Mitigation |
|---|---|
| Supplier adoption resistance | Clear onboarding guides, support from Partnerships |
| Complex state variations | Start with common requirements, iterate |
| Payment tracking scope creep | MVP focuses on basic installment tracking |
Estimated Effort
Size: Large Complexity: Medium-High (new workflow, state logic, payment tracking)
Scope Boundaries
In Scope
- Home Modifications price list type
- Project creation and stage tracking
- Document upload per project
- State/territory requirement triggers
- Payment installment tracking
- Progress photo uploads
- Compliance dashboard widget
- Automated notifications
Out of Scope
- Other supplier types (handled by PSF epic)
- Invoice generation (existing billing flow)
- Supplier search/discovery (SSP epic)
Decision
Status: Pending Review
- Approved - proceed to PRD
- Needs refinement
- Deferred
- Rejected
References
- Miro Workflow
- V0 Prototype
- Source: Supplier_Process_Flows_20251029.docx (Section 1)