Patient Visit Advocate source-verification-report M-02A
internal prototype · canonical JSON + Dreamborn Forge HTML
internal generated
source-verification-report · supabase_json

Patient Visit Advocate source-verification-report M-02A

source-verification-report artifact · for Patient Visit Advocate · phase M-02A · status approved

Planning Surface

Use this to decide what happens next.

Status

approved

Phase

M-02A

Agent Handoff
Start Here

source-verification-report artifact · for Patient Visit Advocate · phase M-02A · status approved

Completion Evidence

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

Decision
  • id: SRC-DEC-001
  • owner: Atlas-Codex on Justin direction
  • decision: Treat the provided workbook as the authoritative V1 seed corpus for implementation planning.
  • rationale: The physical workbook is internally coherent as 50 clusters with 5 Q&As each, for 250 total Q&A rows. The 1,000+ copy is treated as product/roadmap/marketing language, not the current import scope.
  • user instruction: Client is relying on us; no client clarification needed.
Structured Payload

Machine-readable source fields

module
id

M-02A

name

Q&A Source Verification

status

accepted_for_v1_seed_scope

product

Pocket Advocate / Patient Visit Advocate

decision
id

SRC-DEC-001

owner

Atlas-Codex on Justin direction

decision

Treat the provided workbook as the authoritative V1 seed corpus for implementation planning.

rationale

The physical workbook is internally coherent as 50 clusters with 5 Q&As each, for 250 total Q&A rows. The 1,000+ copy is treated as product/roadmap/marketing language, not the current import scope.

user instruction

Client is relying on us; no client clarification needed.

next step

Draft/approve M-02B against the accepted 250-row V1 seed; any product schema/import work targets Projects/Product DB, while RedKey stores artifacts only.

created at

2026-05-07T13:51:05.099Z

project id

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

report type

source-verification-report

source files
pathrolesha256file size bytes
C:/Users/jstnk/Downloads/pocket_advocate_all_waves.xlsxV1 Q&A seed corpus5d6112787e8aae61b24feadd9bafad783f0b645795b906979a0b1553d3138605123952
C:/Users/jstnk/Downloads/pocket_advocate_dev_reference.docxCompliance and content-boundary source
cluster counts
ENT

5

OB/GYN

5

Urology

5

Oncology

5

Neurology

5

Cardiology

5

Nephrology

5

Psychiatry

5

Dermatology

5

Pulmonology

5

Rheumatology

5

Endocrinology

5

recommendation
constraints
  • M-02B must not assume 1,000+ rows.
  • All rows must pass M-02C lint/review before public use.
  • Legal UX requirements from M-02D remain mandatory before public content access.
next module

M-02B Q&A Ingestion and Provenance Model

recommendation

Proceed to draft/approve M-02B against the accepted 250-row V1 seed scope.

target database for next module

Projects/Product DB for M-02B product tables; RedKey for artifacts only

schema version

1.0

scope correction
reason

Justin clarified product DB work belongs in the Projects/Product DB. RedKey remains the planning/orchestration artifact store.

corrected at

2026-05-07T18:45:10.665Z

corrected by

atlas-codex

redkey db scope

studio_projects, studio_artifacts, module specs, verification reports, orchestration/planning state

projects product db scope

Pocket Advocate product tables, Q&A corpus, import batches, Q&A items, lint/review records used by app runtime

resolved blockers
idresolution
BLOCK-M02A-001Resolved by owner decision: current XLSX is accepted as the V1 seed at 250 rows; 1,000+ is not used for import scope.
workbook structure
sheet count

10

sheet qna counts
W3 Surgical

30

W7 Emerging

30

W8 Coverage

35

W5 Pediatric

30

Summary & Index

0

W4 Women/Mental

30

W6 Hospital Nav

30

W2 High-Priority

30

Master - All Q&As

250

W1 OB/GYN & Adult

35

extraction method

read-only Office Open XML ZIP/XML inspection

master wave parity

Master contains 250 Q&A-like rows, matching the 250 total across wave sheets.

hidden rows observed

0

shared strings count

0

excel tables observed

0

hidden sheets observed

0

accepted import scope
wave counts
1

35

2

30

3

30

4

30

5

30

6

30

7

30

8

35

cluster count

50

total qna rows

250

category counts
Safety

56

Logistics

58

Preparation

79

Your rights

57

canonical fields
  • source_file
  • source_sha256
  • sheet_name
  • source_row_id
  • wave
  • cluster
  • category
  • question
  • what_to_know
  • questions_to_ask_provider
  • what_to_watch_for
  • revised
  • coverage_content
  • lint_status
  • review_status
  • imported_at
duplicate strategy

Use source_file_sha256 + source_row_id as import identity; in future imports, update only through explicit import batch review, not blind overwrite.

required validations
  • source row id is present and unique within import batch
  • wave is 1 through 8
  • cluster is non-empty
  • category is one of Preparation, Your rights, Safety, Logistics
  • question is non-empty
  • what_to_know is non-empty
  • questions_to_ask_provider is non-empty
  • what_to_watch_for is non-empty
  • old label What to do or ask is rejected
  • coverage_content tag is true for coverage/insurance clusters
questions per cluster

5

coverage content clusters
  • Insurance Denial Appeals
  • Durable Medical Equipment
  • Prior Authorization
  • Prescription Coverage
  • Medicare Navigation
  • Medicaid Navigation
  • Medical Bills
  • Surprise Billing