PVA Local-Only Pocket Prototype Spec
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PVA Local-Only Pocket Prototype Spec

local-pocket-prototype-spec artifact · for Patient Visit Advocate · phase PVA-SLICE-01 · status approved

Planning Surface

Use this to decide what happens next.

Status

approved

Phase

PVA-SLICE-01

Agent Handoff
Start Here

local-pocket-prototype-spec artifact · for Patient Visit Advocate · phase PVA-SLICE-01 · status approved

Completion Evidence

No explicit evidence field yet. Require tests, screenshots, linked PRs, or reviewed outputs before marking complete.

Artifact Shape
  • phase: id: string, name: string, status: string
  • scope: in: object, out: object
  • title: PVA Local-Only Pocket Prototype Spec
  • source: Atlas-Codex revised PVA decomp with ask_model critique from Claude and OpenAI; Gemini unavailable/high demand on retry.
  • product: Patient Visit Advocate
  • purpose: Validate the customer product loop quickly without backend PHI, account friction, or internal tooling dominance.
  • done when: 5 items
  • created at: 2026-05-08T14:02:37.874Z
  • created by: atlas-codex
  • project id: 31d7f681-bed2-44e9-9a55-b9fadcbba0da
  • product thesis: A patient can open the app in their pocket before or after a visit, turn messy thoughts into a useful visit artifact, and leave with more clarity without receiving medical advice.
  • ask model notes: 2 items
Structured Payload

Machine-readable source fields

phase
id

PVA-SLICE-01

name

Local-Only Pocket Prototype

status

draft

scope
in
  • Anonymous local draft creation
  • Waiting-room fast path
  • Messy intake capture
  • Editable intake review
  • Visit brief generation or stubbed generation
  • Prioritized question plan
  • In-visit quick note / mark answered mode
  • Post-visit quick capture
  • Local export/share artifact
  • Draft recovery and delete controls
  • Escalation acknowledgement pattern
out
  • Accounts
  • payments
  • caregiver permissions
  • server-side PHI storage
  • cloud analytics with health content
  • corpus import surfaces
  • marketing claims
  • EHR/provider integrations
title

PVA Local-Only Pocket Prototype Spec

source

Atlas-Codex revised PVA decomp with ask_model critique from Claude and OpenAI; Gemini unavailable/high demand on retry.

product

Patient Visit Advocate

purpose

Validate the customer product loop quickly without backend PHI, account friction, or internal tooling dominance.

done when
  • A user can complete the free loop from messy intake to visit brief and question plan without account creation.
  • User can recover, export, and delete local draft.
  • Safety escalation and AI failure/manual fallback states are present.
  • No backend PHI is required for the prototype.
  • Prototype can be tested with at least 10 target users or representative scenarios.
created at

2026-05-08T14:02:37.874Z

created by

atlas-codex

project id

31d7f681-bed2-44e9-9a55-b9fadcbba0da

product thesis

A patient can open the app in their pocket before or after a visit, turn messy thoughts into a useful visit artifact, and leave with more clarity without receiving medical advice.

ask model notes
  • Claude: free loop must include export, draft recovery, AI failure fallback, and escalation acknowledgement.
  • OpenAI: live note-taking and export are core, not optional; actual usage beats another charter.
offline behavior
expiry

Prototype must choose an explicit default expiry, recommended 30 days for local drafts unless user deletes earlier.

recovery

On reopen, show draft recovery before starting a new visit.

no signal

Capture and edit local notes. Show that generated structuring/brief may be unavailable if it requires a model. Never lose typed input.

required screens
idjobname
visit.start.fastStart prep in under 30 seconds from a waiting-room context.Fast Visit Start
intake.captureLet the user say what is going on in plain language by text first; voice can be simulated or deferred.Messy Intake Capture
intake.review.localShow extracted or manually structured symptoms, timeline, concerns, context, and unknowns with user correction.Editable Intake Review
safety.escalation.ackShow serious-symptom guidance and require acknowledgement before continuing normal prep.Safety Escalation Acknowledgement
visit.brief.localRender a concise provider-readable brief that can be shown or exported.Visit Brief
question.plan.localPrioritize a short list of questions with why-it-matters explanations and mark-answered support.Question Plan
visit.live.noteCapture clinician responses and mark questions answered during or immediately after the appointment.Quick Note / Mark Answered
post.visit.quick.captureCapture next steps, tests, medications mentioned, follow-up questions, and what the user remembers.Post-Visit Quick Capture
export.confirm.localExplain what sensitive content is included before local copy/PDF/share.Export Confirmation
draft.recoveryContinue or discard an unfinished local prep.Draft Recovery
local state machine
  • draft_created
  • intake_started
  • intake_reviewed
  • brief_ready
  • question_plan_ready
  • visit_notes_started
  • debrief_captured
  • exported
  • deleted
  • expired
prototype ai policy
allowed

Stubbed extraction or local-only/manual structuring. If using a cloud model for internal prototype, only synthetic/de-identified data unless explicit controlled test consent exists.

blocked

No real patient health text sent to cloud model during anonymous local prototype without approved consent/data contract.