.cursor/rules/treatment-workspace.mdc

@@ -14,6 +14,7 @@ alwaysApply: false
 - **Lab dispatch UI:** due date end-aligned beside title (`sm:flex-row` + `justify-between`; stacks on mobile). Prosthesis type: stacked below `md`, 50/50 same-row from `md`. Content clinical field = **Notes** (not case comments).
 - **Lab comments:** shared `LabCaseCommentsPanel` (newest-first; sent=`justify-start`, received=`justify-end`; `viewerSide`) across Treatment / Cases / Tasks / share. Use logical `text-start`/`text-end`, not left/right.
 - **Detail chrome:** chips (type + teeth) + Add at top; **Remove** = trash on chip (unsent, including last line; disabled when day-locked / no edit / uploading). Last-line confirm: plan will be empty until Add. Empty `[]` shows `noDetails` (not the type-first overlay). New treatment seeds one blank detail. No delete in type/notes fields.
+- **Patient search:** `PatientSearchCombobox` in the **page header** (workspace-wide). **New treatment** stays at the top of the left rail; selected-patient card sits under it. Picker: Walk-in first, then a matching full-width card for the current named patient (name + mobile/email, else hint), then search. Never auto-create from the appointment card.
 - **Lab dispatch attention:** `LabDispatchAttentionPanel` — unsent lab-dependent details; quick jump to dispatch.
 - **History API:** patient-scoped; non-owners filtered by provider on treatment or appointment; org owners see all.
 - **History filters (client-side):** `PastTreatmentsPanel` — “Not shipped to lab” + single date; helpers in `treatmentHistoryFilters.ts`.

.cursor/skills/treatment-workspace/SKILL.md

@@ -22,7 +22,7 @@ Thin route: `app/[locale]/(dashboard)/treatment/page.tsx` (supports `?appointmen
 
 
 
-1. **Day strip** — `AppointmentsStrip.tsx` renders `DayStripItem[]` (`appointment` | `unscheduled`) via `DayStripCard`. Header uses **`ScheduleDayPicker` `compact`**: date is centered in a 3-col grid; no “Schedule date” label; **Today** sits on the navigator (`CalendarDaySelect` when the label row is hidden). Timed appointments keep treatment-type pastel banners. Unscheduled cards use the same banner from the **first detail’s type only** (`unscheduledStripColorCode`; live draft for the open card; `draftHydratingRef` must be set **before** strip/appointment pick so overlay does not paint the previous card’s type). Empty first line → chip theming even if later lines are typed. Trash inherits banner ink on typed cards. Strip trash only when `areUnscheduledDetailsStripDeletable` (no type/teeth/notes/attachments, including `[]`). Workspace fetches `GET /appointments` **and** `GET /treatments/day`. **New treatment** is one shared `Button`: it opens `NewTreatmentPatientPicker` (Walk-in always first, then search). Creating happens only after an explicit patient choice — never from the selected appointment card. New treatment seeds one blank detail so the type field is ready; a persisted empty plan hydrates as `[]` until Add (`noDetails` copy — not the type-first overlay). Last-line chip delete confirms the plan will be empty until Add.
+1. **Day strip** — `AppointmentsStrip.tsx` renders `DayStripItem[]` (`appointment` | `unscheduled`) via `DayStripCard`. Header uses **`ScheduleDayPicker` `compact`**: date is centered in a 3-col grid; no “Schedule date” label; **Today** sits on the navigator (`CalendarDaySelect` when the label row is hidden). Timed appointments keep treatment-type pastel banners. Unscheduled cards use the same banner from the **first detail’s type only** (`unscheduledStripColorCode`; live draft for the open card; `draftHydratingRef` must be set **before** strip/appointment pick so overlay does not paint the previous card’s type). Empty first line → chip theming even if later lines are typed. Trash inherits banner ink on typed cards. Strip trash only when `areUnscheduledDetailsStripDeletable` (no type/teeth/notes/attachments, including `[]`). Workspace fetches `GET /appointments` **and** `GET /treatments/day`. Patient search (`PatientSearchCombobox`) sits in the **page header** (workspace-wide). **New treatment** is one shared `Button` at the **top of the left rail**, with the selected-patient card under it: it opens `NewTreatmentPatientPicker` (Walk-in always first, then a matching full-width card for the current named patient with name + mobile/email or hint, then search). Creating happens only after an explicit patient choice — never from the selected appointment card. New treatment seeds one blank detail so the type field is ready; a persisted empty plan hydrates as `[]` until Add (`noDetails` copy — not the type-first overlay). Last-line chip delete confirms the plan will be empty until Add.
 
 2. **Treatment preview** — `TreatmentPreviewCard.tsx` (history browse only; omitted for the live draft)
 
@@ -201,7 +201,7 @@ Use shared `Checkbox` (not native `<input type="checkbox">`) to avoid focus-driv
 
 
 
-Walk-in uses one sentinel `Patient` per clinic (`isWalkIn`, hidden from Patients/search/booking). Display via i18n, never the stored name. Patient search: same workspace patient → no-op; else load latest history into the editor; **no history → do not auto-create** (history rail empties; dentist uses **New treatment** and picks a patient, including Walk-in).
+Walk-in uses one sentinel `Patient` per clinic (`isWalkIn`, hidden from Patients/search/booking). Display via i18n, never the stored name. Patient search: same workspace patient → no-op; else load latest history into the editor; **no history → do not auto-create** (history rail empties; dentist uses **New treatment** and picks Walk-in, the current named patient card, or search).
 
 Draft writes for appointments require provider match (`ensureAppointmentProvider`). Standalone requires `treatment.providerUserId === actor`.
 

AGENTS.md

@@ -44,7 +44,7 @@ frontend/src/
 **Treatment tab:** Preview and editable form are **separate** until the user clicks **Load into workspace** on a history item. See `.cursor/skills/treatment-workspace/SKILL.md` before changing that flow.
 
 **Treatment edit / details (quick ref):**
-- Day/mode gate: editable only for live draft on today/future (`canEditTreatmentForDay`). Past day / historical load → read-only form. **New treatment** opens a patient picker (Walk-in always visible); it does not copy the selected appointment’s patient. New treatment seeds one blank detail; a persisted empty plan loads as `[]` until Add.
+- Day/mode gate: editable only for live draft on today/future (`canEditTreatmentForDay`). Past day / historical load → read-only form. Patient search sits in the **page header** (workspace-wide). **New treatment** is at the top of the left rail (selected-patient card below it) and opens a picker: Walk-in first, then a matching card for the current named patient (name + mobile/email), then search. It does not auto-copy the appointment card’s patient. New treatment seeds one blank detail; a persisted empty plan loads as `[]` until Add.
 - **Unscheduled strip cards** use the same treatment-type banner as appointments from the **first detail’s type only** (`unscheduledStripColorCode`; live draft for the open card). Empty first line → chip theming even if later lines are typed. Strip trash only when every line is blank (no type/teeth/notes/attachments, including `[]`); typed cards need chip-delete first. Backend `DELETE /treatments/:id` is empty-only (`TREATMENT_HAS_DETAILS`).
 - Sent-to-lab detail locks that line; **Add detail** still OK same day; **Remove detail** = trash on chip (unsent, including last line; day/edit gates apply). Empty details persist as `[]`. Attachment upload blocked when sent (`TREATMENT_DETAIL_SENT`).
 - **Entry:** Type dropdown + compact attachments strip (`TreatmentDetailAttachmentsStrip`) on one row, then bordered FDI chart (Cases chrome/scale), then full-width auto-growing **Notes**. No wizard for non-lab types. Prosthesis: `WizardStepper` Treatment → Lab with Back/Next. Detail chips show type + teeth; lab-dependent chips use colored sent/unsent text (sent date on Lab tab). Switching chips resets to the treatment form unless `pendingEntryStepRef` requests Lab (shipments rail). Lab dispatch keeps comments.

backend/src/modules/treatments/treatments.service.ts

@@ -70,7 +70,7 @@ type SentLabCaseRow = Prisma.LabCaseGetPayload<{ include: typeof sentLabCaseIncl
 
 const treatmentInclude = {
   patient: {
-    select: { id: true, firstName: true, lastName: true, isWalkIn: true },
+    select: { id: true, firstName: true, lastName: true, isWalkIn: true, mobile: true, email: true },
   },
   details: {
     orderBy: [{ sortOrder: 'asc' as const }],
@@ -1366,6 +1366,8 @@ export class TreatmentsService {
       firstName: string;
       lastName: string;
       isWalkIn: boolean;
+      mobile?: string | null;
+      email?: string | null;
     };
     details: Array<{
       id: string;
@@ -1426,6 +1428,8 @@ export class TreatmentsService {
             firstName: treatment.patient.firstName,
             lastName: treatment.patient.lastName,
             isWalkIn: treatment.patient.isWalkIn,
+            mobile: treatment.patient.mobile ?? null,
+            email: treatment.patient.email ?? null,
           }
         : null,
       details: treatment.details.map((d) => this.mapDetail(d)),

frontend/messages/en.json

@@ -683,7 +683,7 @@
     "selectedPatient": "Selected patient",
     "purposeLabel": "Purpose:",
     "loadingAppointments": "Loading appointments…",
-    "selectDayWithAppointment": "Select a day with at least one appointment.",
+    "selectDayWithAppointment": "Search for a patient or select a visit from the day strip.",
     "confirmDiscard": "You have unsaved changes. Discard them and continue?",
     "errorChooseOrg": "Choose at least one active organization to send this case.",
     "successCaseSent": "Case sent to selected organizations.",
@@ -707,6 +707,8 @@
     "walkIn": "Walk-in",
     "newTreatment": "New treatment",
     "newTreatmentPatientPrompt": "Who is this visit for?",
+    "newTreatmentUseCurrent": "Use {name}",
+    "newTreatmentUseCurrentHint": "Start a new visit for the patient already open on this page.",
     "walkInPickerHint": "No named patient — always available, no search needed.",
     "errorCreateTreatment": "Could not create treatment.",
     "deleteEmptyTreatment": "Delete empty treatment",

frontend/messages/fa.json

@@ -684,7 +684,7 @@
     "selectedPatient": "بیمار انتخاب شده",
     "purposeLabel": "هدف:",
     "loadingAppointments": "در حال بارگذاری نوبت‌ها...",
-    "selectDayWithAppointment": "روزی را انتخاب کنید که حداقل یک نوبت داشته باشد.",
+    "selectDayWithAppointment": "برای بیمار جستجو کنید یا یک ویزیت را از نوار روز انتخاب کنید.",
     "confirmDiscard": "تغییرات ذخیره‌نشده دارید. آنها را کنار بگذارید و ادامه دهید؟",
     "errorChooseOrg": "حداقل یک سازمان فعال را برای ارسال این پرونده انتخاب کنید.",
     "successCaseSent": "پرونده به سازمان‌های انتخاب شده ارسال شد.",
@@ -708,6 +708,8 @@
     "walkIn": "بدون نوبت (مراجع)",
     "newTreatment": "درمان جدید",
     "newTreatmentPatientPrompt": "این ویزیت برای چه کسی است؟",
+    "newTreatmentUseCurrent": "استفاده از {name}",
+    "newTreatmentUseCurrentHint": "ویزیت جدیدی برای بیماری که همین حالا در این صفحه باز است شروع کنید.",
     "walkInPickerHint": "بیمار نام‌دار نیست — همیشه در دسترس است و نیازی به جستجو ندارد.",
     "errorCreateTreatment": "ایجاد درمان ممکن نشد.",
     "deleteEmptyTreatment": "حذف درمان خالی",

frontend/messages/nl.json

@@ -683,7 +683,7 @@
     "selectedPatient": "Geselecteerde patiënt",
     "purposeLabel": "Doel:",
     "loadingAppointments": "Afspraken laden...",
-    "selectDayWithAppointment": "Selecteer een dag met ten minste één afspraak.",
+    "selectDayWithAppointment": "Zoek een patiënt of kies een bezoek uit de dagstrook.",
     "confirmDiscard": "U heeft niet-opgeslagen wijzigingen. Wilt u deze negeren en doorgaan?",
     "errorChooseOrg": "Kies ten minste één actieve organisatie om deze case te verzenden.",
     "successCaseSent": "Case verzonden naar geselecteerde organisaties.",
@@ -707,6 +707,8 @@
     "walkIn": "Inloop",
     "newTreatment": "Nieuwe behandeling",
     "newTreatmentPatientPrompt": "Voor wie is dit bezoek?",
+    "newTreatmentUseCurrent": "{name} gebruiken",
+    "newTreatmentUseCurrentHint": "Start een nieuw bezoek voor de patiënt die al op deze pagina openstaat.",
     "walkInPickerHint": "Geen benoemde patiënt — altijd beschikbaar, zonder zoeken.",
     "errorCreateTreatment": "Behandeling aanmaken is mislukt.",
     "deleteEmptyTreatment": "Lege behandeling verwijderen",

frontend/src/components/ui/treatment/NewTreatmentPatientPicker.tsx

@@ -4,19 +4,45 @@ import { useTranslations } from 'next-intl';
 import { Button } from '@/components/ui/shared/Button';
 import { PatientSearchCombobox } from '@/components/ui/patient/PatientSearchCombobox';
 import { usePatientSearchQuery } from '@/lib/hooks/usePatientSearchQuery';
+import { formatMobileForDisplay } from '@/lib/phone';
 import type { Patient } from '@/types/patient';
 
+const pickerChoiceClass =
+  'w-full rounded-[var(--radius-md)] border border-primary/40 bg-primary-soft px-3 py-2 text-start transition-colors hover:border-primary disabled:opacity-50 disabled:cursor-not-allowed focus:outline-none focus-visible:ring-2 focus-visible:ring-primary/45';
+
 interface NewTreatmentPatientPickerProps {
   creating?: boolean;
+  currentPatient?: {
+    id: string;
+    displayName: string;
+    mobile?: string | null;
+    email?: string | null;
+  } | null;
   onSelectWalkIn: () => void | Promise<void>;
   onSelectPatient: (patient: Patient) => void | Promise<void>;
+  onSelectCurrentPatient?: () => void | Promise<void>;
   onCancel: () => void;
 }
 
+function contactLine(
+  patient: { mobile?: string | null; email?: string | null },
+  fallback: string,
+): string {
+  const mobile = patient.mobile?.trim()
+    ? formatMobileForDisplay(patient.mobile.trim())
+    : '';
+  if (mobile) return mobile;
+  const email = patient.email?.trim();
+  if (email) return email;
+  return fallback;
+}
+
 export function NewTreatmentPatientPicker({
   creating = false,
+  currentPatient = null,
   onSelectWalkIn,
   onSelectPatient,
+  onSelectCurrentPatient,
   onCancel,
 }: NewTreatmentPatientPickerProps) {
   const t = useTranslations('treatment');
@@ -31,11 +57,25 @@ export function NewTreatmentPatientPicker({
         type="button"
         disabled={creating}
         onClick={() => void onSelectWalkIn()}
-        className="w-full rounded-[var(--radius-md)] border border-primary/40 bg-primary-soft px-3 py-2 text-start transition-colors hover:border-primary disabled:opacity-50 disabled:cursor-not-allowed focus:outline-none focus-visible:ring-2 focus-visible:ring-primary/45"
+        className={pickerChoiceClass}
       >
         <p className="text-sm font-medium text-text-primary">{t('walkIn')}</p>
         <p className="text-xs text-text-muted mt-0.5">{t('walkInPickerHint')}</p>
       </button>
+      {currentPatient && onSelectCurrentPatient ? (
+        <button
+          type="button"
+          disabled={creating}
+          onClick={() => void onSelectCurrentPatient()}
+          aria-label={t('newTreatmentUseCurrent', { name: currentPatient.displayName })}
+          className={pickerChoiceClass}
+        >
+          <p className="text-sm font-medium text-text-primary break-words">{currentPatient.displayName}</p>
+          <p className="text-xs text-text-muted mt-0.5 break-words">
+            {contactLine(currentPatient, t('newTreatmentUseCurrentHint'))}
+          </p>
+        </button>
+      ) : null}
       <PatientSearchCombobox
         search={search}
         onSearchChange={setSearch}

frontend/src/components/ui/treatment/TreatmentWorkspace.tsx

@@ -206,6 +206,7 @@ function mapAppointment(record: AppointmentRecord): TreatmentAppointment {
     patientId: record.patientId,
     patientFirstName: record.patient.firstName,
     patientLastName: record.patient.lastName,
+    patientMobile: record.patient.mobile,
     providerUserId: record.providerUserId,
     startAt: record.startAt,
     endAt: record.endAt,
@@ -386,10 +387,12 @@ export function TreatmentWorkspace({
   const [unreadLabCasesLoading, setUnreadLabCasesLoading] = useState(false);
   const [labCasesScope, setLabCasesScope] = useState<TreatmentLabCasesScope>('patient');
   const [selectedRailLabCaseId, setSelectedRailLabCaseId] = useState<string | null>(null);
-  const [searchedPatient, setSearchedPatient] = useState<Pick<
-    Patient,
-    'id' | 'firstName' | 'lastName'
-  > | null>(null);
+  const [searchedPatient, setSearchedPatient] = useState<
+    (Pick<Patient, 'id' | 'firstName' | 'lastName'> & {
+      mobile?: string | null;
+      email?: string | null;
+    }) | null
+  >(null);
   const [patientSearchBusy, setPatientSearchBusy] = useState(false);
   const [newTreatmentPickerOpen, setNewTreatmentPickerOpen] = useState(false);
   const [creatingStandalone, setCreatingStandalone] = useState(false);
@@ -502,6 +505,8 @@ export function TreatmentWorkspace({
         id: selectedAppointment.patientId,
         firstName: selectedAppointment.patientFirstName,
         lastName: selectedAppointment.patientLastName,
+        mobile: selectedAppointment.patientMobile ?? null,
+        email: null,
         purpose: selectedAppointment.purpose,
         isWalkIn: false,
       };
@@ -512,6 +517,8 @@ export function TreatmentWorkspace({
         id: selectedStandalone.patientId,
         firstName: isWalkIn ? walkInLabel : (selectedStandalone.patient?.firstName ?? ''),
         lastName: isWalkIn ? '' : (selectedStandalone.patient?.lastName ?? ''),
+        mobile: isWalkIn ? null : (selectedStandalone.patient?.mobile ?? null),
+        email: isWalkIn ? null : (selectedStandalone.patient?.email ?? null),
         purpose: selectedStandalone.details[0]?.treatmentType,
         isWalkIn,
       };
@@ -521,7 +528,9 @@ export function TreatmentWorkspace({
         id: searchedPatient.id,
         firstName: searchedPatient.firstName,
         lastName: searchedPatient.lastName,
-        purpose: undefined as string | undefined,
+        mobile: searchedPatient.mobile ?? null,
+        email: searchedPatient.email ?? null,
+        purpose: undefined,
         isWalkIn: false,
       };
     }
@@ -532,6 +541,15 @@ export function TreatmentWorkspace({
   const activePatientName = activePatient
     ? `${activePatient.firstName} ${activePatient.lastName}`.trim()
     : null;
+  const namedActivePatient =
+    activePatient && !activePatient.isWalkIn && activePatient.id
+      ? {
+          id: activePatient.id,
+          displayName: activePatientName ?? '',
+          mobile: activePatient.mobile ?? null,
+          email: activePatient.email ?? null,
+        }
+      : null;
 
   const unreadUpdatesCount = unreadLabCases.length;
   const otherPatientsUnreadCount = useMemo(
@@ -1557,6 +1575,8 @@ export function TreatmentWorkspace({
           id: patient.id,
           firstName: patient.firstName,
           lastName: patient.lastName,
+          mobile: patient.mobile,
+          email: patient.email,
         });
         try {
           const response = await treatmentsApi.listPatientHistory(patient.id, 1);
@@ -2146,11 +2166,24 @@ export function TreatmentWorkspace({
 
   return (
     <div className="space-y-4">
-      <header className="space-y-1">
+      <header className="flex flex-col gap-3 sm:flex-row sm:items-center sm:gap-4">
+        <div className="min-w-0 shrink-0">
           <h1 className="text-xl sm:text-2xl font-semibold text-text-primary">{t('title')}</h1>
           {!canEdit ? (
-          <p className="text-sm text-text-secondary">{t('subtitleReadOnly')}</p>
+            <p className="text-sm text-text-secondary mt-1">{t('subtitleReadOnly')}</p>
           ) : null}
+        </div>
+        <div className="min-w-0 flex-1">
+          <PatientSearchCombobox
+            search={patientSearch}
+            onSearchChange={setPatientSearch}
+            patients={patientSearchResults}
+            loading={patientSearchLoading || patientSearchBusy}
+            onSelectPatient={handleSelectSearchedPatient}
+            placeholder={tPatients('searchPlaceholder')}
+            emptyResultsMessage={tPatients('noResults')}
+          />
+        </div>
       </header>
 
       <AppointmentsStrip
@@ -2181,15 +2214,6 @@ export function TreatmentWorkspace({
       <div className="treatment-layout-grid grid grid-cols-1 xl:grid-cols-[minmax(300px,380px)_minmax(0,1fr)] gap-4 items-start">
         <div className="space-y-3 min-w-0 xl:max-w-[380px]">
           <div className="surface-card p-3 space-y-3">
-            <PatientSearchCombobox
-              search={patientSearch}
-              onSearchChange={setPatientSearch}
-              patients={patientSearchResults}
-              loading={patientSearchLoading || patientSearchBusy}
-              onSelectPatient={handleSelectSearchedPatient}
-              placeholder={tPatients('searchPlaceholder')}
-              emptyResultsMessage={tPatients('noResults')}
-            />
             {canEdit && !isViewingPastDay ? (
               <div className="space-y-2">
                 <Button
@@ -2204,10 +2228,16 @@ export function TreatmentWorkspace({
                 {newTreatmentPickerOpen ? (
                   <NewTreatmentPatientPicker
                     creating={creatingStandalone}
+                    currentPatient={namedActivePatient}
                     onSelectWalkIn={() => createStandaloneTreatment({ walkIn: true })}
                     onSelectPatient={(patient) =>
                       createStandaloneTreatment({ patientId: patient.id })
                     }
+                    onSelectCurrentPatient={
+                      namedActivePatient
+                        ? () => createStandaloneTreatment({ patientId: namedActivePatient.id })
+                        : undefined
+                    }
                     onCancel={() => setNewTreatmentPickerOpen(false)}
                   />
                 ) : null}
@@ -2215,8 +2245,14 @@ export function TreatmentWorkspace({
             ) : null}
 
             {activePatient ? (
-              <div className="space-y-0.5 border-t border-border/60 pt-3">
-                <p className="text-[10px] uppercase tracking-wide text-text-muted">{t('selectedPatient')}</p>
+              <div
+                className={`space-y-0.5 ${
+                  canEdit && !isViewingPastDay ? 'border-t border-border/60 pt-3' : ''
+                }`}
+              >
+                <p className="text-[10px] uppercase tracking-wide text-text-muted">
+                  {t('selectedPatient')}
+                </p>
                 <p className="text-base font-semibold text-text-primary">{activePatientName}</p>
                 {activePatient.purpose ? (
                   <p className="text-[11px] text-text-secondary">
@@ -2228,7 +2264,11 @@ export function TreatmentWorkspace({
                 ) : null}
               </div>
             ) : (
-              <p className="text-sm text-text-muted border-t border-border/60 pt-3">
+              <p
+                className={`text-sm text-text-muted ${
+                  canEdit && !isViewingPastDay ? 'border-t border-border/60 pt-3' : ''
+                }`}
+              >
                 {apptsLoading ? t('loadingAppointments') : t('selectDayWithAppointment')}
               </p>
             )}

frontend/src/types/treatment.ts

@@ -38,6 +38,7 @@ export interface TreatmentAppointment {
   patientId: string;
   patientFirstName: string;
   patientLastName: string;
+  patientMobile?: string | null;
   providerUserId: string;
   startAt: string;
   endAt: string;
@@ -139,6 +140,8 @@ export interface PastTreatment {
     firstName: string;
     lastName: string;
     isWalkIn: boolean;
+    mobile?: string | null;
+    email?: string | null;
   } | null;
   details: PastTreatmentDetail[];
   labCases: PastLabCase[];