ehr-governance-packet

name

ehr-governance-packet

description

Generate a normalized EHR quality-governance / referral-coordination packet or audit as JSON from a read-only EHR API. Use when a task supplies a prompt plus an answer_template.json and asks to prepare a duplicate-merge readiness packet, referral coordination packet, care-transition packet, ServiceRequest/duplicate review, or referral-batch audit. Fetches evidence only over the network via environment_access.md, reconciles records, classifies quality signals, cites evidence IDs, excludes distractors, and emits sorted JSON conforming to the template.

EHR Governance Packet & Audit Generation

This skill produces a single normalized JSON object for EHR quality-governance and referral-coordination tasks. A task in this family always provides:

• prompt.txt — the packet type and the concrete IDs in scope (candidate / patient / referral / batch / provider / service-request).
• input/payloads/answer_template.json — the exact output contract: required top-level keys, field types, enum allowed_values, and per-field ordering rules.
• environment_access.md (staged at /work/environment_access.md) — the only network access path: the base URL and the allowed read-only GET endpoints.

The template is the contract. The environment API is the only source of truth. Never mix the two: do not invent values, and do not carry values over from any other task's answer.

Workflow

1. Load inputs

1. Read environment_access.md to get the base URL and the allowed GET endpoints. The <TASK_ENV_BASE_URL> placeholder used in prompts resolves to this base URL.
2. Read prompt.txt to learn the packet type and the in-scope IDs.
3. Read answer_template.json end-to-end. Note every required top-level key, every field with enum / allowed_values, every set_semantics / ordering rule, and every field that allows null. The output must conform exactly.

2. Fetch evidence (network only)

• Use only GET requests to the endpoints listed in environment_access.md. Do not read local source files for environment data — the network API is the only source of truth.
• Resolve every ID named in the prompt first, then chase every ID referenced by fetched records (a referral's performer_provider_id, an encounter's diagnosis codes, a duplicate candidate's patient_ids, a batch's referral rows, etc.).
• Fetch the record families the packet type needs. See references/endpoints.md for the family → record-type → packet-type map.

3. Reconcile & classify

• Build normalized_key values for clinical records so overlaps can be unioned and compared (see references/normalization.md).
• Cross-reference records across families (referral ↔ active chart ↔ encounter ↔ document ↔ ICD-10 ↔ provider).
• Apply the classification logic for the packet type (see references/packet_types.md). Classify, do not transcribe: every enum value emitted must come from the template's allowed_values, and every code, ID, or contact must trace to a fetched record.
• Exclude distractors per references/normalization.md (inactive clinical records, unrelated documents/audits, stale or out-of-window encounters, narrative SOP text). Where the template asks, record what was excluded.

4. Emit normalized JSON

• Emit a single JSON object with exactly the template's top-level keys.
• Use only the enum values the template lists; use null only where allowed.
• Sort every array per the template's ordering rules (default ascending / alphabetical; newest-to-oldest or by-key only where the template states it).
• Dates as YYYY-MM-DD; booleans as true / false.
• Return JSON only — no prose, no markdown fences, no narrative explanations. Use stable IDs, not descriptions.

Guardrails

• Never invent a value. If a needed record is missing, surface it through the template's blocking / missing fields (e.g. blocking_issue_codes, missing_required_documents, missing_sections, ready_for_merge_packet=false, a null merge target) rather than fabricating.
• Never copy values from another task's answer. Each packet is derived live from the environment for its own in-scope IDs.
• Do not include procedural notes, SOP narrative, or explanatory text in the output.
• If environment_access.md is missing, or lists endpoints that do not respond, halt and report rather than substituting a different source.

References

• references/endpoints.md — endpoint families, what each returns, which packet types use them.
• references/normalization.md — normalized_key construction, sorting rules, enum discipline, distractor exclusion.
• references/packet_types.md — per-type classification playbooks.