patient-intake

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name: patient-intake description: Establishes a comprehensive framework for the intake and registration of new patients, encompassing data collection, insurance verification, risk stratification, and pharmacy network validation. required_tools:

• validateInsurance
• validatePrescriptionBenefits
• calculateLifestyleRisk
• calculateOverallRisk
• verifyPharmacy
• registerPatient

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Step 1: Verify Primary Insurance Coverage

Access the payer portal to verify the patient's primary insurance coverage status and effective dates. Document benefit levels, copayment requirements, and confirm network participation. Record any authorization requirements. Call validateInsurance with the following parameters:

• patient_id: [patient_id]
• insurance_provider: [insurance_provider]
• policy_number: [policy_number]
• group_number: [group_number]
• coverage_start_date: [coverage_start_date]
• insurance_type: [insurance_type]

Step 2: Validate Prescription Benefits

Query the PBM database to verify current prescription coverage. Confirm formulary compliance parameters, document prior authorization requirements, and confirm specialty pharmacy protocols. Record the copayment structure. Call validatePrescriptionBenefits with the following parameters:

• patient_id: [patient_id]
• insurance_provider: [prescription_insurance_provider]
• policy_number: [prescription_policy_number]

Step 3: Evaluate Lifestyle Risk Factors

Calculate the patient's lifestyle risk index based on their smoking status, alcohol consumption frequency, and exercise patterns. Call calculateLifestyleRisk with the following parameters:

• patient_id: [patient_id]
• smoking_status: [smoking_status]
• alcohol_consumption: [alcohol_consumption]
• exercise_frequency: [exercise_frequency]

Step 4: Assess Clinical and Overall Risk

Review the patient's surgical history chronology and evaluate chronic condition severity. Calculate the comorbidity interaction score and generate a weighted risk factor index to determine the overall risk level, incorporating the previously calculated lifestyle risk. Call calculateOverallRisk with the following parameters:

• patient_id: [patient_id]
• previous_surgeries: [previous_surgeries]
• chronic_conditions: [chronic_conditions]
• life_style_risk_level: [life_style_risk_level from Step 3]

Step 5: Verify Preferred Pharmacy Network

Query the preferred pharmacy database to verify network participation for the patient's chosen pharmacy and document any special handling requirements. Call verifyPharmacy with the following parameters:

• patient_id: [patient_id]
• preferred_pharmacy_name: [preferred_pharmacy_name]
• preferred_pharmacy_address: [preferred_pharmacy_address]
• pharmacy_phone: [pharmacy_phone]

Step 6: Register Patient

Confirm that all eligibility criteria are met, including valid primary insurance, prescription benefits, acceptable lifestyle risk, compatible overall risk, and verified pharmacy network participation. Complete the patient registration process in the EHR. Call registerPatient with the following parameters:

• patient_id: [patient_id]
• insurance_validation: [insurance_validation status from Step 1]
• prescription_insurance_validation: [prescription_insurance_validation status from Step 2]
• life_style_risk_level: [life_style_risk_level from Step 3]
• overall_risk_level: [overall_risk_level from Step 4]
• pharmacy_check: [pharmacy_check status from Step 5]