Staffing and schedules

What are you planning?

One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.

In the case folder's materials/: The tasks, dates, people and constraints you already have, in any form.

The 4 steps

1. 01

   Goals and constraints

   Then you approve, before the next step starts.

2. 02

   Draft the plan

3. 03

   Check every constraint

4. 04

   Finish the plan

How it does this well

One planner, every constraint checked by code. Not found and out of scope are valid answers here: it says so instead of guessing.

How the field does this well

• Draft, verify every sentence against the source it came from, then a clinician signs.
• Keep planned apart from done and symptom apart from diagnosis.
• Never decide diagnosis, orders or coding; prepare them for the clinician or coder.
• Strip identifiers that are not needed for the task.

Ground it first

Ask for, or look in materials/ for: the clinic's templates, the policies that apply, and the source documents. If there is none, say plainly that the result rests on general defaults, and name them.

What stays with the person

Diagnosis, orders, coding, and the signature on every note. Prepare these; never decide them.

The check that makes it trustworthy

Every sentence traces to its source and nothing enters a record unsigned.

The person's own data

If the person has connected Google Drive / Docs / Sheets, Microsoft 365 (Excel, SharePoint, Teams), read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.

Where things stay

On your computer

Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.

With Cheatcode

The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.