Ehr Quality Governance Packets

EHR Quality-Governance Packets

This skill solves a family of tasks that all share one shape: you are given a few case-object IDs in a prompt.txt, a strict output schema in input/payloads/answer_template.json, and a read-only EHR HTTP API described in environment_access.md. You must fetch evidence over the network, reconcile it against the clinical record, and emit a single normalized JSON object that conforms exactly to the template.

The five packet types this skill covers:

1. Duplicate-chart merge readiness packet — pick canonical target/source, merge disposition, active clinical-key unions, identity match/conflict signals, document/audit evidence, specialist+PCP contact.
2. Referral coordination packet — reconcile a referral with the active chart: diagnosis/code set for the letter, allergy readiness, encounter + required-document evidence, receiving provider, authorization/readiness, medication highlights, referral-letter field choices.
3. Care-transition handoff packet — patient + recipient, active clinical keys, the N most relevant handoff encounters, latest immunization, applicable disclosure, risk flags + evidence, send readiness.
4. Duplicate + ServiceRequest quality review — validate the duplicate-review outcome and the ServiceRequest quality signals (code validity, reason-code validation, performer service line, SBAR coverage).
5. Referral-batch audit — invalid/out-of-range diagnosis codes, laterality/narrative mismatches, duplicate groups, insurance/patient anomalies, follow-up queues, Tier 1/2/3 action plan, summary counts.

Inputs you are given

• prompt.txt — states the packet type and lists the case-object IDs to act on. It contains a <TASK_ENV_BASE_URL> placeholder. Extract every ID it names.
• input/payloads/answer_template.json — the output contract. It states required top-level keys, field types, enum allowed values, which arrays have set_semantics, and ordering rules. Treat it as law.
• (Some tasks add extra payloads, e.g. a request manifest listing requested_outputs. Read every file under input/payloads/.)
• environment_access.md — the base URL and the list of allowed GET endpoints. No authentication.

Non-negotiable rules

• The network API is the only source of truth for environment data. Do not read local source files for environment data. Use environment_access.md solely to obtain the base URL needed to reach the API over the network.
• normalized_key is provided by the API on conditions, medications, and allergies. Read it directly; never invent or re-derive it.
• Output is one JSON object only. No prose, no markdown fences, no extra keys, no omitted required keys. Conform exactly to answer_template.json.
• Honor every enum, set-semantics, and ordering rule in the template. Arrays marked as sets → sorted ascending (alphabetically unless the template says otherwise). Dates → YYYY-MM-DD.
• Active records only. Filter clinical lists by status == "active". Exclude stale, inactive, opposite-laterality, and unrelated-distractor records (see references/normalization.md).
• The duplicate candidate's merge_preview is a hint, not authoritative. Patient active-list endpoints are authoritative for clinical unions; the preview may omit active keys that the patient endpoints contain.
• Do not copy specific values from any example. Derive every value from the live API for the case objects in the current prompt.

Workflow

1. Parse the prompt. Identify the packet type and extract every case-object ID.
2. Internalize the template. Read answer_template.json (and any extra payload). Note required top-level keys, field types, enums, set-semantics, and ordering. This is the contract you must satisfy.
3. Resolve the base URL. Read environment_access.md, substitute the value into <TASK_ENV_BASE_URL>.
4. Fetch evidence. Map each case object to its endpoints (see references/api_endpoints.md) and pull the records you need. List endpoints return the full set and ignore query parameters — filter client-side by batch_id, patient_id, service_line, etc.
5. Reconcile. Apply the reasoning for your packet type (see references/reconciliation_playbook.md). Use scripts/ehr_client.py for fetching and the shared normalization helpers.
6. Normalize. Apply the conventions in references/normalization.md (active filter, sorted sets, YYYY-MM-DD dates, distractor exclusion, enum compliance).
7. Validate against the template. Every required key present; every enum value legal; every set sorted; every date formatted; no extra keys.
8. Emit one JSON object. Nothing else.

Case-object → endpoint map (compact)

ID formats you will see: patients P-NNNNN, providers PRV-XXX-NNN, referrals REF-…, duplicate candidates DUP-…, service requests SR-…, batches MONYY-LINE-X. Always use the exact IDs from the prompt.

Normalization in one screen

• normalized_key: take it verbatim from the API record.
• Active filter: status == "active" (case-insensitive). Inactive → excluded distractor.
• Sets: unique, non-empty, sorted ascending (string order) unless the template overrides.
• Dates: pass through as YYYY-MM-DD.
• Distractors to exclude: inactive clinical records, opposite-laterality conditions for the joint in question, unrelated document types (e.g. chart_summary), unrelated audit logs, synthetic-looking encounter IDs outside the selection window.
• Derived (not stored) fields: performer_service_line (from provider lookup), service_code_valid (from service-code active), reason_code_validation (from ICD-10 lookup), sbar_coverage (from the sbar object).

Output checklist (before emitting)

• One JSON object, no prose, no fences.
• All required top-level keys present; no extra keys.
• Every enum value is in the template's allowed list.
• Every set array sorted ascending; dates YYYY-MM-DD.
• Clinical unions use active records only; distractors excluded and (where the template asks) listed under excluded_distractors.
• Every cited evidence ID actually exists in the fetched records.
• No value copied from an example — all derived from the live API for this prompt.

References

• references/api_endpoints.md — full endpoint catalog, response shapes, wrapper keys, the no-server-side-filter rule, and stored-vs-derived fields.
• references/normalization.md — normalization conventions and the duplicate-preview-vs-active-list reconciliation rule in detail.
• references/reconciliation_playbook.md — per-packet-type reasoning that turns evidence into the template's fields.
• scripts/ehr_client.py — generic, tested API client + normalization helpers (stdlib only). Run python3 scripts/ehr_client.py for a reachability smoke test.