migrateforce/patient-intake

Summary

This skill guides agents through the patient intake process, ensuring complete and accurate data collection while maintaining HIPAA compliance. The skill handles:

• Patient demographics collection
• Medical history documentation
• Insurance verification
• Consent form management
• Appointment scheduling coordination

Inputs

| Field | Type | Required | Description | |-------|------|----------|-------------| | patient_name | string | yes | Full legal name | | date_of_birth | date | yes | DOB in YYYY-MM-DD format | | ssn_last_four | string | no | Last 4 digits of SSN | | insurance_provider | string | no | Primary insurance | | policy_number | string | no | Insurance policy number | | chief_complaint | string | yes | Reason for visit |

Outputs

| Field | Type | Description | |-------|------|-------------| | intake_form_id | string | Unique identifier for the completed intake | | validation_status | enum | 'complete' | 'incomplete' | 'needs_review' | | missing_fields | array | List of fields that need completion | | next_steps | array | Recommended follow-up actions |

Workflow

1. Greet and Identify

• Verify patient identity with name and DOB
• Check for existing records in the system

1. Collect Demographics

• Full legal name
• Date of birth
• Contact information (phone, email, address)
• Emergency contact

1. Medical History

• Current medications
• Known allergies
• Previous surgeries
• Family medical history
• Current conditions

1. Insurance Verification

• Insurance provider and policy number
• Group number if applicable
• Verify coverage eligibility

1. Consent and Compliance

• HIPAA acknowledgment
• Treatment consent
• Financial responsibility agreement

1. Validation and Summary

• Review all collected information
• Flag missing or inconsistent data
• Generate intake summary

Compliance Notes

• Never store full SSN - only last 4 digits if needed
• All PHI must be transmitted securely
• Maintain audit trail of all data access
• Patient can request data deletion per HIPAA rights

Example Usage

Agent: I'll help you complete the patient intake. Let me start by collecting some basic information.

Agent: What is the patient's full legal name?
User: John Michael Smith

Agent: And their date of birth?
User: March 15, 1985

Agent: What is the primary reason for today's visit?
User: Annual physical exam and blood pressure check