{"id":"ind-hc-referral-cover-note","audience":"healthcare","category":"summarizing","technique":"format","title":"Fill a referral cover note for a specialist's office","free":false,"task":"You're sending a referral packet to a specialist's front desk. Write exactly 5 lines labeled \"Patient:\", \"Referred to:\", \"Insurance:\", \"Auth #:\" and \"Attached:\", in that order, plain text, under 50 words, no bullets. Use the updated insurance and authorization, list only what's actually attached, and add no clinical opinions. Write a prompt that gets you exactly that.","materialLabel":"The referral order and your checklist (attached to your prompt automatically)","material":"REFERRAL ORDER - Hilltop Primary Care (fictional) - Nov 5\nPatient: Gordon Afolabi, DOB 07/22/1958\nReferring provider: Dr. Renee Kim\nReferred to: Pinebrook Dermatology (fictional), Dr. Hal Weston\nReason (per order): skin lesion evaluation, left forearm\nInsurance on file: Summit Care PPO, member ID SCP-448190\n\nUPDATE Nov 6 (front desk): Patient's employer switched plans Nov 1. New insurance: Arbor Health HMO, member ID AH-2207715. HMO requires prior auth.\nPrior authorization obtained Nov 6: Auth # AH-AUTH-55219, valid for 1 visit through Feb 6.\n\nPACKET CHECKLIST (what's in the envelope):\n[x] Referral order\n[x] Last office visit note (Oct 30)\n[x] Insurance card copy (new Arbor card)\n[ ] Photos of lesion - patient will bring to visit, NOT attached\n[ ] Lab results - none ordered\n\nOther:\n- Patient prefers morning appointments.\n- Dr. Kim thinks it's \"probably benign\" - that's her note, not for the cover sheet.","rules":[{"type":"maxWords","max":50},{"type":"plainText"},{"type":"maxBullets","max":0}],"mistakes":[{"title":"No fixed shape","why":"The AI writes a letter or a bulleted list with headings.","fix":"Be exact: \"Exactly 5 lines: Patient:, Referred to:, Insurance:, Auth #:, Attached:. No bullets.\"","checks":["r0","maxBullets","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 50 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 12 words.\"","checks":["maxWords"]},{"title":"Using the old insurance","why":"The order shows the old plan first; the update comes later.","fix":"Add: \"Use the new Arbor Health HMO and the auth number.\"","checks":["r1"]},{"title":"Listing what isn't attached","why":"The AI lists photos and labs because they're on the checklist.","fix":"Add: \"Attached: only the checked items.\"","checks":["r2"]},{"title":"Adding clinical opinions","why":"The AI copies \"probably benign\" from the notes.","fix":"Add: \"No clinical opinions.\"","checks":["r2"]}],"promptHints":[{"label":"Shows the 5 labels","patterns":["patient:","referred to:","insurance:","auth #:","attached:"]},{"label":"Uses the new insurance","patterns":["arbor","new (insurance|plan)","update"]},{"label":"Lists only what's attached","patterns":["checked","only.{0,20}attached","actually attached"]},{"label":"Rules out opinions","patterns":["opinion","benign","clinical"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Front desks match fields, not paragraphs. Give the AI the exact labels, point it to the update, and say what's really in the envelope.","rubricLabels":["Has exactly 5 lines in order, starting with 'Patient:', 'Referred to:', 'Insurance:', 'Auth #:' and 'Attached:', with no bullets, intro or closing","Insurance is Arbor Health HMO, AH-2207715 (not Summit Care), and Auth # is AH-AUTH-55219 (it may add valid for 1 visit through Feb 6)","Attached lists only the referral order, the Oct 30 visit note and the insurance card copy (no photos or labs), and there's no clinical opinion (nothing like 'probably benign')"]}