patient-intake

Name: patient-intake
Author: migrateforce

by @migrateforce in Development

# Install this skill:

npx skills add migrateforce/migrateforce-skills --skill "patient-intake"

Install specific skill from multi-skill repository

# Description

Collect and validate patient information during medical intake process. Use when a healthcare provider needs to gather patient demographics, medical history, insurance information, and consent forms in a structured workflow.

# SKILL.md

name: patient-intake
description: Collect and validate patient information during medical intake process. Use when a healthcare provider needs to gather patient demographics, medical history, insurance information, and consent forms in a structured workflow.
license: MIT
compatibility: claude-code, claude-desktop, any-mcp-client
metadata:
industry: healthcare
segment: clinical-operations
function: patient-services
value_driver: efficiency
complexity: medium
derived_from: use_case
allowed-tools: Read, Write, Edit, Bash

Summary

This skill guides agents through the patient intake process, ensuring complete and accurate data collection while maintaining HIPAA compliance. The skill handles:

Patient demographics collection
Medical history documentation
Insurance verification
Consent form management
Appointment scheduling coordination

Inputs

Field	Type	Required	Description
patient_name	string	yes	Full legal name
date_of_birth	date	yes	DOB in YYYY-MM-DD format
ssn_last_four	string	no	Last 4 digits of SSN
insurance_provider	string	no	Primary insurance
policy_number	string	no	Insurance policy number
chief_complaint	string	yes	Reason for visit

Outputs

Field	Type	Description
intake_form_id	string	Unique identifier for the completed intake
validation_status	enum	'complete'
missing_fields	array	List of fields that need completion
next_steps	array	Recommended follow-up actions

Workflow

Greet and Identify
Verify patient identity with name and DOB
Check for existing records in the system
Collect Demographics
Full legal name
Date of birth
Contact information (phone, email, address)
Emergency contact
Medical History
Current medications
Known allergies
Previous surgeries
Family medical history
Current conditions
Insurance Verification
Insurance provider and policy number
Group number if applicable
Verify coverage eligibility
Consent and Compliance
HIPAA acknowledgment
Treatment consent
Financial responsibility agreement
Validation and Summary
Review all collected information
Flag missing or inconsistent data
Generate intake summary

Compliance Notes

Never store full SSN - only last 4 digits if needed
All PHI must be transmitted securely
Maintain audit trail of all data access
Patient can request data deletion per HIPAA rights

Example Usage

Agent: I'll help you complete the patient intake. Let me start by collecting some basic information.

Agent: What is the patient's full legal name?
User: John Michael Smith

Agent: And their date of birth?
User: March 15, 1985

Agent: What is the primary reason for today's visit?
User: Annual physical exam and blood pressure check

# Supported AI Coding Agents

This skill is compatible with the SKILL.md standard and works with all major AI coding agents:

⚡ Amp 🚀 Antigravity 🤖 Claude Code 🦀 Clawdbot 📝 Codex ▶️ Cursor 🤖 Droid 💎 Gemini CLI 🐙 GitHub Copilot 🪿 Goose 📊 Kilo Code 🔧 Kiro CLI 💻 OpenCode 🦘 Roo Code 🌲 Trae 🏄 Windsurf

Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.