| System tray & background state | Readiness dot, microphone status, pause toggle for screen-sharing, and manual launch control. | Zero patient names or clinical notes until the clinician opens a companion panel. | Pause observation during a shared screen, run a 3-second mic check, or open the pill. | All clinical charting, session sign-in and workstation lock policies [1]. |
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| Floating companion pill (bottom-left / bottom-right) | Active patient match badge, quiet Teams/Zoom call prompt, and active dictation timer. | Full multi-line note body stays collapsed so the EMR chart remains unobstructed. | Confirm patient and consent to start call capture, or practice dictation outside a chart. | EMR Save, Sign and e-prescribing buttons (pill docks clear of form footers). |
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| 384-pixel rail beside the chart | Signed source document, side-by-side field compare, reviewed draft, and save-check status. | Blocks and hides placement controls if the open EMR chart belongs to a different patient. | Compare intake/approval fields read-only, place reviewed text, and verify EMR save readback. | Clicking Save / Save Draft, signing orders, updating structured allergies, and e-prescribing. |
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| Full desktop workspace | Role-scoped My Work queue, cycle boards, care-conversation gates, and full amendment history. | Superseded instruction versions are watermarked and cannot be re-staged as current. | Triage daily queues, assign owners, review multi-system readiness gates, and audit changes. | System-of-record chart commits, lab witnessing records, and portal publication. |
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| Citrix / expired browser recovery state [2] | Amber “Transfer blocked” or “Signed out of EMR” banner with the reviewed draft preserved. | Never writes to the Windows clipboard when Citrix ICA policy forbids redirection [2]. | Keep the draft attached to Maya Chen's task until the EMR session is restored. | Re-authentication into the EMR and final field save. |
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