Optional step card - CMB journey, design and language options (v2)
The full NEW CMB/GLP-1 journey (21 steps, exact order from the
patient-engagement-implementation-plan-and-ideas Doc,
repo master §CMB/GLP-1),
rendered in the live CMB journey panel style (my.dev, patient "new mes test", EBI CMB C5, recon Aug 26).
Optional visits sit INLINE at their journey positions - step 15 (Dietitian visit #3, month 7) and step 17 (Health Coach visit #4, month 10) - never in a separate section.
Each panel below is the same journey with a different optional-card treatment. Existing step descriptions are verbatim from the live portal; new steps (14, 15, 20, and CGM step 8) carry drafted copy.
Ruling (Aug 26): NO countdown on optional cards.
Ruling (Aug 26): NO separate "optional" section - optional steps stay inline in journey order.
The four treatments
Layouts mix and match with the copy IDs in the language board at the bottom. Step 1 keeps today's live pending-banner pattern (amber) for contrast - optional cards are deliberately calmer.
Optional-step states (layout A shown - same logic for any layout)
Skipped reuses the journey's dimmed style; admin skip on the patient's behalf produces the identical state. Booked joins the standard appointment lifecycle.
Language board - pick by ID
Reference picks as "layout + IDs", e.g. "A + G1 + L1 + B1 + C3". Starred = recommended. Meeting language woven in: "extra support", "not a blocker", "totally on them" (Aug 25 working session - Rachel, Kaitlin, Sandy, Kelly, Artem, Andriy).
| G - badge on the title row |
|---|
| G1 * | Optional | Plain and instantly scannable; pairs with any guidance line. |
| G2 | Optional visit | Slightly more explicit, slightly longer pill. |
| G3 | Your choice | Warmer, agency-forward; less standard as a status label. |
| G4 | Extra support | Says why it exists, but stops labeling it optional. |
| B - button pair |
|---|
| B1 * | Book visit / Skip | Matches the existing "Book visit" label; shortest. |
| B2 | Book visit / Skip this visit | More explicit skip; longer button. |
| B3 | Yes, book it / No thanks | For question framing (layout B) only. |
| B4 | Book for extra support / I'm good, skip | Copy does the guidance work; verbose on mobile. |
| B5 | Book visit / Skip for now | "For now" promises reversibility - only if un-skip ships. |
| L - guidance line under the title |
|---|
| L1 * | This visit is optional. It's here if you'd like extra support - skipping it won't hold up your journey. | The meeting's own framing, patient-polished. |
| L2 | An extra visit, only if you want it. Your journey moves on either way. | Shortest; leads with agency. |
| L3 | Here if you need extra support. Not a blocker - book it or skip it, totally your call. | Closest to the meeting verbatim; most casual tone. |
| L4 | You've come a long way. One more session is here if you want it - or skip it and keep going. | Celebratory tone; reads better on step 17 than step 15. |
| C - skip confirmation |
|---|
| C1 | No confirmation - one click skips, card grays immediately. | Lightest; risky if skip is irreversible. |
| C2 | "Skip this visit?" - "No problem. This optional visit will be removed and your journey will move on." Buttons: Keep it / Skip visit | For irreversible skip: states the consequence plainly. |
| C3 * | "Skip this visit?" - "You can re-add it later if you change your mind." Buttons: Keep it / Skip visit | For reversible skip; lowest-anxiety wording. |
| S - skipped-state line |
|---|
| S1 | You skipped this optional visit. | Neutral record. |
| S2 | Skipped - your journey moved on. | Confirms no penalty. |
| S3 * | Skipped. Your care team is still here whenever you need them. | Keeps the door open; softest landing, works for admin skip too. |
Still open for ruling
- Countdown: ruled OUT. Follow-on: does the optional step have any server-side expiry at all, and if so does expiry auto-skip silently?
- Reversibility: can the patient un-skip (re-add)? Decides C2 vs C3 and the "Re-add" link in the skipped state.
- Progress ring: does a skipped step count toward journey completion? (Recommendation: yes - "never a blocker" implies skipping cannot lower the ceiling.)
- Step descriptions: live CMB copy is written for today's 17-step order (e.g. Health Coach visit #2's line talks about the doctor reviewing labs) - the reordered journey needs a content pass; out of scope here.
- Provider mirror: the Skip-on-behalf button in the provider Care Journey, placed like Complete step - copy out of scope here.