KWC Console

	File / Case #	Name	DOI	Last visit	Status	Type	Practice

Sample data

Loads a small set of demo patients, cases, tasks, and attorneys for staff training. Guarded against duplicates. Remove wipes only records marked as sample.

Load sample data Remove sample data

Import patients from CSV

Takes the Patients tab exported from the KWC Drive inventory Sheet. Expected columns: status, last_name, first_name, doi, file_number, practice, drive_folder_id, drive_folder_url, folder_name_raw.

Nothing is written until you review the preview. File number (the PI case number) becomes the patient record ID, so re-importing updates in place instead of creating duplicates.

Choose CSV file Paste instead

Data cleanup

Counts what is actually stored in each collection, grouped by where it came from, then lets you delete it. Scan first. Every delete needs the word DELETE typed to confirm.

Never touched: staff accounts, practices, doctors, employee records. Cannot be cleared from here: the activity log, which is append only by server rule.

Scan collections

Google Drive file access

Lets patient profiles list, preview and download the files in each patient's Drive folder without leaving the console. Needs a Google OAuth Client ID (Web application, origin https://keshwellness.com) from console.cloud.google.com. Staff connect with their own Google sign-in; access is read only.

Backup

Downloads a complete snapshot of the console data (patients, cases, network, tasks, appointments) as one JSON file. Take one before big changes and one per week; keep them somewhere safe.

Download backup

Data quality

Live checks over every record. Click a count to see the list; click a row to open the record and fix it. Use Merge on a patient profile to combine duplicates.

About

KWC Console Build 5.3. Project kwc-production. New in 5.3: a lighter, calmer visual system shared with the public site and the ops dashboard: white cards with hairline borders, a light sidebar, tighter type, muted status colors, and the Agent Inbox on the dashboard. Roles and rules enforced server side. New in 5.2: Agent Inbox, where the clinic agents (intake triage, case tracker) post flags and drafts for a person to approve or reject; every decision is written to the audit log. New in 5.1: a professional design overhaul modeled on leading clinic software: navy navigation rail, welcoming dashboard, illustrated guidance on every empty screen, avatars across patient lists, softer alerts and a clearer patient header. Cumulative build.