epic-note

name	epic-note
description	Drafts a concise patient-portal message the user can copy-paste to a clinician via Epic MyChart, Oracle Health HealtheLife, or similar. Personal data is referenced from an external profile file, never embedded. USE FOR: symptom reports, refill requests, lab/result follow-ups, visit follow-ups, asking a single clear question. DO NOT USE FOR: clinical notes, SOAP/discharge documentation, insurance or billing letters, or answering the patient's medical question.
metadata	{"openclaw":{"emoji":"✉️"}}

epic-note

When to Use

✅ Use when:

• The user asks for help drafting a message to their PCP or specialist
• Reporting a new or worsening symptom
• Asking about a recent test or lab result
• Requesting a medication refill
• Following up after a visit, procedure, or referral

When NOT to Use

❌ Don't use when:

• Symptoms suggest an emergency - return the 911 redirect from references/triage-rules.md, don't draft
• Generating a clinician-facing note (SOAP, discharge, dictation)
• Drafting non-clinical letters (insurance, billing)
• The user is asking a medical question for advice - that's answered directly, not in a portal message

Setup

Profile. Resolve from the precedence in references/profile-schema.md (skill config -> env var -> ~/.openclaw/workspace/memory/profile.yaml). Use care_team.pcp.display_name as the default greeting recipient when the user doesn't name a clinician. The skill never contains the profile.

Workflow

1. Triage first. Scan input for red-flag symptoms. If present, do NOT draft - return the 911 redirect text from references/triage-rules.md.

2. Identify the single ask. If multiple unrelated topics exist, propose separate messages and ask the user which to send first.

3. Draft using the canonical format in references/portal-message-format.md: Subject: line with urgency, greeting, one-sentence ask, 2-4 sentences of context, optional bullet data, sign-off.

4. Word budget. Aim for ≤150 words; hard cap 220. Front-load the ask. Plain language. No self-diagnosis, no filler praise, no PHI of others.

5. Output is copy-paste ready. No explanations or meta-commentary wrapped around the message - just the message itself.

Examples

See references/examples.md for worked input/output pairs (medication side effect, lab follow-up, refill request, multi-topic split).

Privacy

Portal messages travel through health-system networks under HIPAA. Tula generates drafts locally - no PHI leaves the workspace.

• Don't include PHI of family members or third parties.
• The draft stays in the conversation. Never auto-send.
• Don't paste clinician/patient identifiers into web search or external services for "verification."

Troubleshooting

• No clinician name given -> use care_team.pcp.display_name from the profile, or Hello [Care Team], if none resolves.
• Vague input -> ask one clarifying question (onset, severity, which clinician), then draft.
• User asks for medical advice -> decline politely; this skill drafts messages to clinicians, not answers from them.
• Multi-topic input -> propose separate messages, don't bundle.
• Emergency-flavored prompt -> return triage redirect; never wrap a drafted message around it.