| name | prep-my-visit |
| description | 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. |
| metadata | {"openclaw":{"requires":{"bins":["node"]}}} |
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
- Resolve visit context and choose template.
- Capture 1-3 patient goals verbatim.
- Run lab analysis using
references/lab-analyzer.md.
- Build IPS + Tula extensions using
references/ips-contract.md.
- Draft provider/patient views and snippets using
references/workflow.md.
- Validate outputs with
references/scripts.md.
- Persist outputs in
~/.openclaw/workspace/tula/briefs/{visit_id}/.
Scripts
Run the commands documented in references/scripts.md.
Examples
See 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.
