intake-packet
Use when a patient access representative asks something like "Which forms go in Sarah Martinez's intake packet, and does it include HIPAA consent and medication history"
- License 许可
- MIT
- 最近更新
- 2026-11-13
- Stars
- ★ 8
- Forks
- 9
01 前言 Front Matter
- name
- intake-packet
- description
- Use when a patient access representative asks something like "Which forms go in Sarah Martinez's intake packet, and does it include HIPAA consent and medication history"
02 资源文件 113
- 参考文档architecture.md977 B
- 参考文档catalog-entry.json1.3 KB
- 参考文档copilot-studio/agent.sync.yaml174 B
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-audit-readiness.mcs.yml1.1 KB
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-data-validation.mcs.yml1.1 KB
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-emissions-summary.mcs.yml1.1 KB
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-prepare-submission.mcs.yml1.1 KB
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-report-status.mcs.yml1.1 KB
- 参考文档copilot-studio/behaviors/aibast_energy-regulatory-reporting-submission-tracker.mcs.yml1.1 KB
- 参考文档copilot-studio/capabilities/knowledge/files/energy-regulatory-reporting-rules-and-controls.md12.5 KB
- 参考文档copilot-studio/capabilities/knowledge/files/energy-regulatory-reporting-rules-and-controls.md.mcs.yml202 B
- 参考文档copilot-studio/capabilities/knowledge/files/energy-regulatory-reporting-synthetic-records.md7.5 KB
- 参考文档copilot-studio/capabilities/knowledge/files/energy-regulatory-reporting-synthetic-records.md.mcs.yml200 B
- 参考文档copilot-studio/settings.mcs.yml4.1 KB
- 参考文档deployment.json3.8 KB
- 参考文档EASY-MODE-COPILOT-CHAT.md231 B
- 参考文档EASY-MODE-PERSONLESS.md231 B
- 参考文档EASY-MODE.md2.7 KB
- 参考文档evals/copilot-studio-preview-evidence.json2.0 KB
- 参考文档evals/dataverse-draft-evidence.json1.7 KB
- 参考文档evals/manual-build-evidence.json3.7 KB
- 参考文档evals/onepager-map.json3.6 KB
- 参考文档evals/source-audit.json2.9 KB
- 参考文档evals/transcripts.json13.5 KB
- 参考文档evals/visual-checkpoints.json33.8 KB
- 参考文档evidence-report.html32.7 KB
- 参考文档export-manifest.json59.8 KB
- 资产文件exports/energy-regulatory-reporting-copilot-studio-solution.zip20.0 KB
- 参考文档exports/energy-regulatory-reporting-deployment-settings.json208 B
- 参考文档exports/energy-regulatory-reporting-solution-export.json1.1 KB
- 参考文档exports/README.md1.6 KB
- 参考文档field-guide.html38.4 KB
- 参考文档FIELD-GUIDE.md14.2 KB
- 参考文档FLOW.md1.4 KB
- 参考文档manual-tutorial.html95.6 KB
- 参考文档manual/GLOBAL-INSTRUCTIONS.md3.2 KB
- 参考文档manual/knowledge/energy-regulatory-reporting-rules-and-controls.md12.5 KB
- 参考文档manual/knowledge/energy-regulatory-reporting-synthetic-records.md7.5 KB
- 参考文档quest.html150.6 KB
- 参考文档README.md3.1 KB
- 资产文件screenshots/assisted/01-review-build.jpg128.8 KB
- 资产文件screenshots/assisted/02-energy_regulatory_reporting-01.jpg125.6 KB
- 资产文件screenshots/assisted/03-energy_regulatory_reporting-02.jpg147.7 KB
- 资产文件screenshots/assisted/04-energy_regulatory_reporting-03.jpg146.2 KB
- 资产文件screenshots/assisted/05-energy_regulatory_reporting-04.jpg140.8 KB
- 资产文件screenshots/assisted/06-energy_regulatory_reporting-05.jpg132.2 KB
- 资产文件screenshots/assisted/07-energy_regulatory_reporting-06.jpg135.9 KB
- 资产文件screenshots/assisted/08-confirm-draft.jpg28.7 KB
- 资产文件screenshots/assisted/annotated/01-review-build.png132.8 KB
- 资产文件screenshots/assisted/annotated/02-energy_regulatory_reporting-01.png125.4 KB
- 资产文件screenshots/assisted/annotated/03-energy_regulatory_reporting-02.png147.0 KB
- 资产文件screenshots/assisted/annotated/04-energy_regulatory_reporting-03.png146.6 KB
- 资产文件screenshots/assisted/annotated/05-energy_regulatory_reporting-04.png138.3 KB
- 资产文件screenshots/assisted/annotated/06-energy_regulatory_reporting-05.png131.2 KB
- 资产文件screenshots/assisted/annotated/07-energy_regulatory_reporting-06.png134.4 KB
- 资产文件screenshots/assisted/annotated/08-confirm-draft.png29.1 KB
- 参考文档screenshots/assisted/browserfilm.json1.9 KB
- 资产文件screenshots/assisted/copilot-assisted-contact-sheet.jpg212.6 KB
- 资产文件screenshots/assisted/copilot-assisted-walkthrough.gif1.2 MB
- 参考文档screenshots/assisted/README.md467 B
- 资产文件screenshots/manual/01-create-blank-agent.jpg57.7 KB
- 资产文件screenshots/manual/02-name-agent.jpg58.1 KB
- 资产文件screenshots/manual/03-enter-instructions.jpg119.9 KB
- 资产文件screenshots/manual/04-save-instructions.jpg121.9 KB
- 资产文件screenshots/manual/05-remove-web-search.jpg119.6 KB
- 资产文件screenshots/manual/06-add-energy-regulatory-reporting-rules-and-controls.jpg121.6 KB
- 资产文件screenshots/manual/07-add-energy-regulatory-reporting-synthetic-records.jpg124.6 KB
- 资产文件screenshots/manual/08-add-aibast-audit-readiness-04.jpg129.1 KB
- 资产文件screenshots/manual/09-add-aibast-data-validation-02.jpg132.1 KB
- 资产文件screenshots/manual/10-add-aibast-emissions-summary-05.jpg135.3 KB
- 资产文件screenshots/manual/11-add-aibast-prepare-submission-06.jpg138.5 KB
- 资产文件screenshots/manual/12-add-aibast-report-status-01.jpg141.3 KB
- 资产文件screenshots/manual/13-add-aibast-submission-tracker-03.jpg141.9 KB
- 资产文件screenshots/manual/14-review-inventory.jpg141.9 KB
- 资产文件screenshots/manual/15-review-skills.jpg129.4 KB
- 资产文件screenshots/manual/16-review-skills-more.jpg132.3 KB
- 资产文件screenshots/manual/17-open-preview.jpg32.7 KB
- 资产文件screenshots/manual/18-energy_regulatory_reporting-01.jpg161.7 KB
- 资产文件screenshots/manual/19-energy_regulatory_reporting-02.jpg164.0 KB
- 资产文件screenshots/manual/20-energy_regulatory_reporting-03.jpg178.4 KB
- 资产文件screenshots/manual/21-energy_regulatory_reporting-04.jpg164.5 KB
- 资产文件screenshots/manual/22-energy_regulatory_reporting-05.jpg167.2 KB
- 资产文件screenshots/manual/23-energy_regulatory_reporting-06.jpg168.6 KB
- 资产文件screenshots/manual/24-confirm-draft.jpg28.8 KB
- 资产文件screenshots/manual/annotated/01-create-blank-agent.png62.7 KB
- 资产文件screenshots/manual/annotated/02-name-agent.png64.2 KB
- 资产文件screenshots/manual/annotated/03-enter-instructions.png121.4 KB
- 资产文件screenshots/manual/annotated/04-save-instructions.png121.3 KB
- 资产文件screenshots/manual/annotated/05-remove-web-search.png120.8 KB
- 资产文件screenshots/manual/annotated/06-add-energy-regulatory-reporting-rules-and-controls.png124.0 KB
- 资产文件screenshots/manual/annotated/07-add-energy-regulatory-reporting-synthetic-records.png126.3 KB
- 资产文件screenshots/manual/annotated/08-add-aibast-audit-readiness-04.png128.8 KB
- 资产文件screenshots/manual/annotated/09-add-aibast-data-validation-02.png131.2 KB
- 资产文件screenshots/manual/annotated/10-add-aibast-emissions-summary-05.png134.0 KB
- 资产文件screenshots/manual/annotated/11-add-aibast-prepare-submission-06.png136.5 KB
- 资产文件screenshots/manual/annotated/12-add-aibast-report-status-01.png138.6 KB
- 资产文件screenshots/manual/annotated/13-add-aibast-submission-tracker-03.png139.5 KB
- 资产文件screenshots/manual/annotated/14-review-inventory.png145.5 KB
- 资产文件screenshots/manual/annotated/15-review-skills.png142.7 KB
- 资产文件screenshots/manual/annotated/16-review-skills-more.png150.1 KB
- 资产文件screenshots/manual/annotated/17-open-preview.png32.3 KB
- 资产文件screenshots/manual/annotated/18-energy_regulatory_reporting-01.png159.6 KB
- 资产文件screenshots/manual/annotated/19-energy_regulatory_reporting-02.png166.6 KB
- 资产文件screenshots/manual/annotated/20-energy_regulatory_reporting-03.png181.7 KB
- 资产文件screenshots/manual/annotated/21-energy_regulatory_reporting-04.png168.4 KB
- 资产文件screenshots/manual/annotated/22-energy_regulatory_reporting-05.png172.6 KB
- 资产文件screenshots/manual/annotated/23-energy_regulatory_reporting-06.png174.0 KB
- 资产文件screenshots/manual/annotated/24-confirm-draft.png29.8 KB
- 参考文档screenshots/manual/browserfilm.json4.5 KB
- 资产文件screenshots/manual/manual-build-contact-sheet.jpg841.2 KB
- 资产文件screenshots/manual/manual-build-walkthrough.gif5.3 MB
- 参考文档screenshots/manual/README.md461 B
- 参考文档screenshots/README.md521 B
03 SKILL.md 正文
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Intake packet
Use when a patient access representative asks something like "Which forms go in Sarah Martinez's intake packet, and does it include HIPAA consent and medication history"
Procedure
- Use only the uploaded synthetic records and rules.
- Lead with the specific evidence that answers the persona's question.
- Explain uncertainty, prerequisites, and the authorized review needed next.
- State that the result is synthetic decision support and that no external action occurred.
Deterministic pilot evidence
Digital Intake Packet DraftHIT-6HIPAA Authorization
Safety gate
Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.
04 同仓库更多 Skills
get-win-loss-analysis
Add Win/Loss Analysis Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Win/Loss Analysis Agent.
get-wealth-insights-generator
Add Wealth Insights Generator Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Wealth Insights Generator Agent.
get-warranty-registration
Add Warranty and Registration Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Warranty and Registration Agent.
get-utility-billing-assistance
Add Utility Billing and Assistance Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Utility Billing and Assistance Agent.
get-underwriting-support
Add Underwriting Support Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Underwriting Support Agent.
get-time-entry-billing
Add Time Entry and Billing Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Time Entry and Billing Agent.