{
  "version": "2.0",
  "title": "Clinical-research ops platform - shared capability taxonomy",
  "note": "A shared reference vocabulary, not a checklist - sites may solve these differently or build capabilities not listed here (see each site's extras).",
  "statusValues": ["live", "building", "none"],
  "groups": [
    { "id": "acquire", "label": "Getting patients in" },
    { "id": "run", "label": "Running the day" },
    { "id": "messaging", "label": "Handling the messages" },
    { "id": "money", "label": "Getting paid" },
    { "id": "compliance", "label": "Safe & compliant" },
    { "id": "platform", "label": "Automation & platform" }
  ],
  "capabilities": [
    { "id": "leads_autocollect", "group": "acquire", "label": "Auto-collect leads from website + ads", "hint": "web-form / ad-platform (Meta, Google) lead webhooks landing in your CRM" },
    { "id": "eligibility_match", "group": "acquire", "label": "Auto-check which studies a lead qualifies for", "hint": "a rules/criteria engine that matches a new lead to studies at intake" },
    { "id": "recruiter_prioritize", "group": "acquire", "label": "Tell recruiters who to call first + track response speed", "hint": "prioritized call-back queue; first-contact / speed-to-lead metric" },
    { "id": "online_booking_reminders", "group": "acquire", "label": "Online booking + automatic visit reminders", "hint": "patient self-serve booking; automated SMS/email reminders before visits" },
    { "id": "winback", "group": "acquire", "label": "Win back no-shows / cancellations / unfinished forms", "hint": "re-engagement flows; partial-form rescue" },
    { "id": "daily_visit_board", "group": "run", "label": "One screen for the day's visits + what's missing", "hint": "schedule view with readiness flags (records, consent, at-risk patients)" },
    { "id": "scheduling_guards", "group": "run", "label": "Catch scheduling mistakes before they happen", "hint": "double-booking / wrong-site / wrong-time / same-patient-two-sites checks" },
    { "id": "auto_patient_comms", "group": "messaging", "label": "Automatic patient texts/emails with safety guardrails", "hint": "templated comms with DNC / throttle / dedup / quiet-hours guards" },
    { "id": "inbound_triage", "group": "messaging", "label": "AI reads + routes incoming faxes and voicemails", "hint": "LLM classifies + routes inbound fax / voicemail to the right person" },
    { "id": "ai_voice", "group": "messaging", "label": "AI voice agent that pre-screens by phone", "hint": "outbound/inbound conversational voice agent for screening or callbacks" },
    { "id": "revenue_ar", "group": "money", "label": "Track revenue / invoices / what's owed", "hint": "per-study revenue, invoices, AR / aging" },
    { "id": "per_study_profit", "group": "money", "label": "Profit per study (after costs)", "hint": "revenue minus allocated cost; margin per study / investigator / site" },
    { "id": "billing_writeback", "group": "money", "label": "Auto-update the billing / finance system", "hint": "writing payment / invoice status back into the EDC or accounting system" },
    { "id": "auto_collections", "group": "money", "label": "Automatic collections / dunning", "hint": "automated overdue-AR chase, ideally behind a reconciliation gate" },
    { "id": "rbac_phi", "group": "compliance", "label": "Role-based access + patient-data protection", "hint": "RBAC + a PHI perimeter / data-access controls" },
    { "id": "data_quality_audit", "group": "compliance", "label": "Daily automatic data-quality checks + audit trail", "hint": "scheduled cross-system audits + an append-only audit log" },
    { "id": "rule_checks", "group": "compliance", "label": "Every important rule has an automatic test", "hint": "a rule-to-check coverage discipline / lint tripwires so rules can't silently break" },
    { "id": "assistant_agents", "group": "platform", "label": "Assistant agents that flag what needs attention", "hint": "recommend-not-act agents (no-show risk, stale leads, money at risk) with a human approval step" },
    { "id": "design_system", "group": "platform", "label": "One shared design system across all screens", "hint": "a component library used by every surface" },
    { "id": "patient_provider_surfaces", "group": "platform", "label": "A patient website + a referring-doctor portal", "hint": "public eligibility/booking site; provider referral portal" }
  ]
}