# Prep My Visit

> Prepare an IPS-aligned visit-prep package from patient health data. USE FOR: upcoming visit prep, lab opportunities, and portal snippets. DO NOT USE FOR: diagnosis/treatment, insurance/billing tasks, or PHI transfer outside the workspace.

- Skill: `realactivity/prep-my-visit` (Agent Skill, multi-file: 18 files)
- Install (CLI): `npx skillmds@latest add realactivity/prep-my-visit`
- Raw SKILL.md: https://api.skillmd.com/api/skills/realactivity/prep-my-visit/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: realactivity (https://skillmd.com/u/realactivity)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/realactivity/prep-my-visit

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# prep-my-visit

Prepare an IPS-aligned pre-visit package.

## When to Use

Use when:

- Upcoming visit prep request from patient or caregiver
- Pre-visit lab question for an upcoming appointment
- Request for handoff summary, goals list, or portal snippet drafts

## When NOT to Use

Don't use when:

- Any diagnosis, treatment, or medication-change request
- Billing/insurance/prior-auth/EOB request
- Standalone PDF extraction request -> use `med-pdf`
- Standalone portal drafting request -> use `epic-note`
- Any PHI transfer outside `~/.openclaw/workspace/`

## Workflow

1. Resolve visit context and choose template.
2. Capture 1-3 patient goals verbatim.
3. Run lab analysis using [`references/lab-analyzer.md`](references/lab-analyzer.md).
4. Build IPS + Tula extensions using [`references/ips-contract.md`](references/ips-contract.md).
5. Draft provider/patient views and snippets using [`references/workflow.md`](references/workflow.md).
6. Validate outputs with [`references/scripts.md`](references/scripts.md).
7. Persist outputs in `~/.openclaw/workspace/tula/briefs/{visit_id}/`.

## Scripts

Run the commands documented in [`references/scripts.md`](references/scripts.md).

## Examples

See [`references/examples.md`](references/examples.md).

## Privacy

- Keep PHI in `~/.openclaw/workspace/`.
- Never auto-send snippets; patient approval is required.
- Reject insurance/billing/prior-auth/EOB content.

## Troubleshooting

- Missing data: return constrained draft + missing-items list.
- Category B overflow or imperative phrasing: keep top three and rewrite to discuss-with-doctor wording.