Workshop evidence
Patient Intake and Scheduling Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
PI-01 |
SYN-PT-001emergency contact confirmation | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-02 |
Synthetic Health Plansource record received | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-03 |
Clinician Anothing has been reserved or booked | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-04 |
SYN-PT-001Required reviewer | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-05 |
New Patient Registration DraftDr. James Anderson, NeurologyWithin 14 days | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-06 |
Appointment Request DraftTuesday, January 30, 2024Suite 405 | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-07 |
Digital Intake Packet DraftHIT-6HIPAA Authorization | I don't have accesslive patient record updatedappointment bookedauthorization granted |
PI-08 |
72-Hour ReminderSaturday 2:30 PM8% for new patients | I don't have accesslive patient record updatedappointment bookedauthorization granted |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Patient Intake Pilot; Draft; pre-visit-summary; intake-readiness; appointment-availability; reminder-plan; intake-packet; aibast_patient-intake-review-rules.md; aibast_patient-intake-synthetic-records.md | solutions/patient-intake/screenshots/assisted/annotated/01-review-build.png |
easy-pi-01 |
easy | SYN-PT-001; emergency contact confirmation | solutions/patient-intake/screenshots/assisted/annotated/02-pi-01.png |
easy-pi-02 |
easy | Synthetic Health Plan; source record received | solutions/patient-intake/screenshots/assisted/annotated/03-pi-02.png |
easy-pi-03 |
easy | nothing has been reserved or booked; Clinician A | solutions/patient-intake/screenshots/assisted/annotated/04-pi-03.png |
easy-pi-04 |
easy | SYN-PT-001; Required reviewer | solutions/patient-intake/screenshots/assisted/annotated/05-pi-04.png |
easy-pi-05 |
easy | New Patient Registration Draft; Dr. James Anderson, Neurology; Within 14 days | solutions/patient-intake/screenshots/assisted/annotated/06-pi-05.png |
easy-pi-06 |
easy | Appointment Request Draft; Tuesday, January 30, 2024; Suite 405 | solutions/patient-intake/screenshots/assisted/annotated/07-pi-06.png |
easy-pi-07 |
easy | Digital Intake Packet Draft; HIT-6; HIPAA Authorization | solutions/patient-intake/screenshots/assisted/annotated/08-pi-07.png |
easy-pi-08 |
easy | 72-Hour Reminder; Saturday 2:30 PM | solutions/patient-intake/screenshots/assisted/annotated/09-pi-08.png |
easy-confirm-draft |
easy | Patient Intake Pilot | solutions/patient-intake/screenshots/assisted/annotated/10-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/patient-intake/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Patient Intake Manual | solutions/patient-intake/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Role | solutions/patient-intake/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/patient-intake/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/patient-intake/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_patient-intake-review-rules.md | solutions/patient-intake/screenshots/manual/annotated/06-add-aibast-patient-intake-review-rules.png |
hard-step-07 |
hard | aibast_patient-intake-synthetic-records.md | solutions/patient-intake/screenshots/manual/annotated/07-add-aibast-patient-intake-synthetic-records.png |
hard-step-08 |
hard | appointment-availability | solutions/patient-intake/screenshots/manual/annotated/08-add-aibast-appointment-availability-03.png |
hard-step-09 |
hard | appointment-hold-draft | solutions/patient-intake/screenshots/manual/annotated/09-add-aibast-appointment-hold-draft-06.png |
hard-step-10 |
hard | coverage-evidence | solutions/patient-intake/screenshots/manual/annotated/10-add-aibast-coverage-evidence-02.png |
hard-step-11 |
hard | intake-packet | solutions/patient-intake/screenshots/manual/annotated/11-add-aibast-intake-packet-07.png |
hard-step-12 |
hard | intake-readiness | solutions/patient-intake/screenshots/manual/annotated/12-add-aibast-intake-readiness-01.png |
hard-step-13 |
hard | new-patient-intake | solutions/patient-intake/screenshots/manual/annotated/13-add-aibast-new-patient-intake-05.png |
hard-step-14 |
hard | pre-visit-summary | solutions/patient-intake/screenshots/manual/annotated/14-add-aibast-pre-visit-summary-04.png |
hard-step-15 |
hard | reminder-plan | solutions/patient-intake/screenshots/manual/annotated/15-add-aibast-reminder-plan-08.png |
hard-step-16 |
hard | Claude Opus 5; reminder-plan; pre-visit-summary; new-patient-intake; intake-readiness; intake-packet; aibast_patient-intake-synthetic-records.md; aibast_patient-intake-review-rules.md | solutions/patient-intake/screenshots/manual/annotated/16-review-inventory.png |
hard-step-17 |
hard | reminder-plan; pre-visit-summary; new-patient-intake; intake-readiness | solutions/patient-intake/screenshots/manual/annotated/17-review-skills.png |
hard-step-18 |
hard | intake-readiness; intake-packet; coverage-evidence; appointment-hold-draft; appointment-availability | solutions/patient-intake/screenshots/manual/annotated/18-review-skills-more.png |
hard-step-19 |
hard | Patient Intake Manual | solutions/patient-intake/screenshots/manual/annotated/19-open-preview.png |
hard-pi-01 |
hard | SYN-PT-001; emergency contact confirmation | solutions/patient-intake/screenshots/manual/annotated/20-pi-01.png |
hard-pi-02 |
hard | Synthetic Health Plan; source record received | solutions/patient-intake/screenshots/manual/annotated/21-pi-02.png |
hard-pi-03 |
hard | nothing has been reserved or booked; Clinician A | solutions/patient-intake/screenshots/manual/annotated/22-pi-03.png |
hard-pi-04 |
hard | Required reviewer; SYN-PT-001 | solutions/patient-intake/screenshots/manual/annotated/23-pi-04.png |
hard-pi-05 |
hard | Within 14 days; Dr. James Anderson, Neurology; New Patient Registration Draft | solutions/patient-intake/screenshots/manual/annotated/24-pi-05.png |
hard-pi-06 |
hard | Appointment Request Draft; Tuesday, January 30, 2024; Suite 405 | solutions/patient-intake/screenshots/manual/annotated/25-pi-06.png |
hard-pi-07 |
hard | Digital Intake Packet Draft; HIT-6; HIPAA Authorization | solutions/patient-intake/screenshots/manual/annotated/26-pi-07.png |
hard-pi-08 |
hard | 72-Hour Reminder; Saturday 2:30 PM; 8% for new patients | solutions/patient-intake/screenshots/manual/annotated/27-pi-08.png |
hard-step-28 |
hard | Patient Intake Manual | solutions/patient-intake/screenshots/manual/annotated/28-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|