patient-operations

Patient Operations

Use the patient tools when the operator needs to find a patient, create a patient, inspect missing items, or send patient-facing requests.

Search and create

1. Start with patients.search using explicit user input or a prior tool result.
2. Never call patients.search without patientId, email, or a name of at least 2 characters.
3. Before patients.create, search by exact email when available.
4. If patients.create reports an exact email duplicate, stop and use the returned patient.
5. If deterministic name candidates are returned, review them and retry with confirmedNoMatch: true only after the operator confirms none match.

Outstanding items

Use patients.getOutstandingItems before sending requests. Treat items as complete only under these rules:

• details are complete when submitted or verified for review
• medical history is complete when completed or signed and reusable
• consent is complete when signed
• invoice is complete when no current outstanding invoice remains

Patient-facing sends

Patient-facing sends are preview-first.

1. Run the matching preview tool.
2. Show the patient name, patient email, and item identity.
3. Ask for explicit confirmation before sending.
4. Execute only with operatorConfirmed: true, the confirmed patient email, item identity, and an operatorReason.
5. If execute reports drift, preview again before attempting another send.