Smart Follow-up Assistant

Smart Follow-up Assistant is a Django-based follow-up management system for clinical research and longitudinal outpatient tracking. It supports patient master records, repeated treatment episodes, structured follow-up visits, role-based permissions, CSV export, and an optional AI side panel for patient-specific follow-up assistance.

This repository is the open-source package. It does not ship with private deployment materials, local databases, personal contact information, or production API keys.

Features

• Patient master records with auto-generated patient IDs
• Multiple treatment episodes for the same patient
• Multiple follow-up records under each treatment episode
• Planned next follow-up date with manual override
• Card and table views with filtering, sorting, and pagination
• Aggregated data export:
  • patient basics CSV
  • treatment records CSV
  • follow-up records CSV
• Role-based access:
  • root
  • admin
  • normal
• Time-window-based edit/delete restrictions for non-root users
• Optional AI assistant drawer on the patient detail page

Stack

• Python 3.11+
• Django 5.2
• SQLite by default
• Gunicorn + Nginx for Linux deployment

Project Structure

• config/: Django project settings and URLs
• followup/: core business logic, models, forms, permissions, views
• templates/: Django templates
• static/: CSS assets
• deploy_aliyun.sh: one-command Linux deployment script

Quick Start

1. Create and activate a virtual environment.
2. Install dependencies.
3. Copy .env.example to .env.local and fill in the values you need.
4. Run migrations.
5. Start the development server.

python -m venv .venv
. .venv/bin/activate
pip install -r requirements.txt
cp .env.example .env.local
python manage.py migrate
python manage.py runserver

Default local URL:

http://127.0.0.1:8000/

Environment Variables

Key settings are loaded from .env.local and .env.server.

• FOLLOWUP_APP_NAME
• FOLLOWUP_APP_SUBTITLE
• FOLLOWUP_APP_COPYRIGHT
• FOLLOWUP_APP_NOTICE
• FOLLOWUP_SUPPORT_EMAIL
• FOLLOWUP_DEBUG
• DJANGO_SECRET_KEY
• FOLLOWUP_DB_PATH
• FOLLOWUP_ALLOWED_HOSTS
• FOLLOWUP_CSRF_TRUSTED_ORIGINS
• AI_PROVIDER
• AI_API_KEY
• AI_MODEL
• AI_BASE_URL
• AI_USE_ENV_PROXY

Root Account

This project does not hardcode a public default root password.

To create or reset the root account manually:

python manage.py ensure_root_account --username root --password "YourStrongPasswordHere"

If you run the Linux deployment script without FOLLOWUP_ROOT_PASSWORD, it generates a random root password and prints it once during deployment.

AI Integration

The optional AI drawer supports text-only models. The current repository is compatible with:

• Aliyun DashScope OpenAI-compatible chat endpoints
• Zhipu Open Platform compatible chat endpoints

By default, the AI patient context excludes direct identifiers such as patient name, phone number, and address.

Linux Deployment

The repository includes deploy_aliyun.sh for Ubuntu/Debian servers.

bash deploy_aliyun.sh

The script will:

• install system dependencies
• create a virtual environment
• install Python requirements
• prepare .env.server
• run migrations
• collect static files
• ensure a root account exists
• configure Gunicorn
• configure Nginx

After deployment, the app is served through Nginx on port 80.

Testing

Run checks and tests with:

python manage.py check
python manage.py test followup.tests

Privacy and Open-source Notes

• No production API key is included in this repository.
• No personal contact email is included by default.
• No deployment database is included.
• Generated release documents and filing materials are intentionally excluded from version control.

License

Released under the MIT License.