From file to useful result
How to ask with this skill installed
Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.
1Name the real task
Describe the decision or deliverable, not just the topic.
2Provide the evidence
Add source material, audience, limits and known facts.
3Define done
Set format, quality criteria and checks.
Source example
Replace the brackets with your case
When to use it
- A new patient arrives for their first appointment
- A patient has not been seen in 24+ months and needs to be re-registered
- Registering a patient who has multiple insurance plans (Medicare + Medicaid, dual coverage)
- A patient is self-pay and needs a financial policy discussion
- A new patient has completed pre-registration forms online and staff needs to verify and finalize
- Preparing for a new patient's first visit (verify intake forms are complete before arrival)
Mistakes to avoid
- Failing to scan both sides of the insurance card — information on the back (phone numbers for authorizations, mental health line, Rx BIN/PCN) is critical and not always where you expect it
- Collecting only the copay when the patient has a high deductible — the practice loses significant revenue by not estimating and collecting the patient responsibility beyond the copay at time of service
- Not verifying Medicare vs. Medicaid eligibility — patients who are dual-eligible (both Medicare and Medicaid) have very different billing rules and must be handled correctly to avoid billing errors
- Forgetting to ask about Living Will / Advanced Directive preferences — for adult patients 18+, this should be offered every visit; it's legally required in some states and critically important for all patients
- Not confirming the patient's preferred contact method for appointment reminders — patients who prefer SMS vs. phone vs. email should be marked in the system; sending reminders via the wrong channel results in missed appointments