family-health-dashboard

Files (1)

• SKILL.md

SKILL.md (first lines)

## Purpose
Cross-family medical overview covering active issues, upcoming appointments, overdue screenings, and medication cadence.

## Workflow
1. Run `crm_search` with Family category scope to identify family contacts.
2. For each family contact, run `crm_read` with `section="medical"` only.
3. Aggregate active conditions, upcoming appointments, overdue screenings, and refill/schedule items.
4. Highlight highest-priority follow-ups and unresolved actions.

## Output Template
```markdown
# Family Health Dashboard — [Date]

## Active Health Issues
| Member | Condition | Status | Next Action | Due |
|--------|-----------|--------|------------|-----|

## Upcoming Appointments
| Date | Member | Type | Provider | Prep Needed? |
|------|--------|------|----------|:------------:|

## Overdue Screenings
| Member | Screening | Last Done | Recommended Frequency | Overdue By |
|--------|-----------|:---------:|:---------------------:|:----------:|

## Medication Schedule
| Member | Medication | Purpose | Frequency | Refill Due |
|--------|-----------|---------|-----------|:----------:|

## Recommended Next Actions
1. [Most urgent medical follow-up]
```

## Token Strategy
Only read `medical` section (the frequently-updated file) for each family member. Do not read genetics, pharmacogenomics, or labs — those are static files loaded only by `medical-briefing` for specific appointments. If a family member has no medical.md, note them as 'No medical data on file' and suggest using `enrich-contact`.

## Notes
This skill is intentionally limited to `medical.md` reads for each family member. Do not load genetics, pharmacogenomics, or lab sections in this workflow.

## Shared Conventions
See `skills/_shared/conventions.md` for output format, contact resolution, token awareness, and error handling rules.

From reggiechan74/crm-mcp-server, MIT.

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