[~11/1] New content on Patient and Results pages explain 30 day data retention limits to users

[LaurynClaassen]

User Story

As a SimpleReport user, I want clear, actionable information baked into the product, so that I can understand constraints and continue to report test results for my patients.

Therefore, when I begin to enter a patient's name and it doesn't show up (because when it's past 30 days, instead of no content, which might confuse people who are used to SR storing patient data and not needing to reenter it might think something is broken), I should be told that one of the reasons that might be the case is the data retention limits.

Acceptance Criteria

• On the patients page and the results page, if a provider begins entering a patient's name and no matches come up, something should alert them that the pool of patients they're pulling from is limited to the last 30 days.

Scenarios

• When a provider is searching patients on the patients page and enters a name with no matches
• When a provider is searching by patient name on the results page and enters a name with no matches

Design Notes

Figma file (for dev mode inspection)

Results

• [ ] Adding an (i) tooltip to the end of the "start date" label, which reveals the message, "Test results are only stored for 30 days"
• [ ] Implicit in the above, changing "Date range (start)" and "Date range (end)" to "Start date" and "End date" respectively, to allow room for a tooltip
• [ ] If a search yields no results, display a "No results found" message with a subheader reminding users of the data retention policy, stating, "Please note: test results are only stored for 30 days due to our data retention policy."
• [ ] Bonus points: Resizing the filter inputs so that they don't break to two lines, as demonstrated in the designs proposed

Patients

• [ ] Similar to the Results page, if a search yields no results, display a "No results found" message with a subheader reminding users of the data retention policy, stating, "Please note: test results are only stored for 30 days due to our data retention policy."
• [ ] If we feel it is necessary to be more explicit, consider adding an (i) tooltip to the patient search field (TBD)

Screenshots

[LaurynClaassen]

@DanielSass I finally figured out this ticket. Sheesh. I'd love your opinion (or any ENG who picks this up) as to where this conent makes the most sense. It's very important to add, but I defer to our design patterns as to where it should go.

[changecourse]

Included below are the proposed designs to handle this messaging across both the Patients and Results pages. This includes the following changes:

Results

• Adding an (i) tooltip to the end of the "start date" label, which reveals the message, "Test results are only stored for 30 days"
• Implicit in the above, changing "Date range (start)" and "Date range (end)" to "Start date" and "End date" respectively, to allow room for a tooltip
• If a search yields no results, display a "No results found" message with a subheader reminding users of the data retention policy, stating, "Please note: test results are only stored for 30 days due to our data retention policy."
• Bonus points: Resizing the filter inputs so that they don't break to two lines, as demonstrated in the designs proposed

Patients

• Similar to the Results page, if a search yields no results, display a "No results found" message with a subheader reminding users of the data retention policy, stating, "Please note: test results are only stored for 30 days due to our data retention policy."
• If we feel it is necessary to be more explicit, consider adding an (i) tooltip to the patient search field (TBD)

Screenshots

Figma designs

https://www.figma.com/design/xYVBY8QZELCg7jwzJ7fR7o/SimpleReport--April-2025-Present-?node-id=13714-19142&t=FDw9ks6zoJjXYb19-1

[KeepAustinWired]

@changecourse

Couple minor changes:

• link to the data retention limit page
• change the wording from "policy" to "limits"