Individual skill
cedar-ridge-intake-reconciliation
Reconcile Cedar Ridge Intake Coordination Portal data into constrained JSON outputs. Use when a task asks Codex to audit or prepare Cedar Ridge patient access rosters, referral batches, dialysis transfers, chronic-care program enrollment panels, referral-to-chart activation, or similar intake workflows using TASK_ENV_BASE_URL and an answer_template.json schema.
experiments/codex_gpt5_5_xhigh/reports/skills/task_group_013/fewshot/fewshot_attempt_01/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
- Nov 6, 2026
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- Oct 29, 2026
- License
- Apache-2.0
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# Cedar Ridge Intake Reconciliation
## Core Workflow
1. Read the user prompt and every file under `input/payloads/` before querying the portal. Treat `answer_template.json` as the source of truth for required keys, constants, controlled values, list ordering, nullability, and summary fields.
2. Use the base URL from `environment_access.md`. Use only the listed Cedar Ridge endpoints and the read-only `POST /query` endpoint.
3. Scope records from the prompt/template: roster ID, referral batch ID, transfer batch ID, program code, and any required patient/referral/transfer IDs. Do not reuse IDs, dates, counts, or row outcomes from prior examples.
4. Prefer one `POST /query` SELECT with joins for batch work, then use REST endpoints for spot checks:
- `patients`, `clinical_history`, `chart_artifacts`
- `intake_rosters`, `coverage`, `pbm`, `patient_pharmacy`, `pharmacies`, `lifestyle`
- `referrals`, `icd_codes`, `documents`
- `transfer_requests`, `facility_capacity`
- `program_candidates`
5. Build intermediate issue sets per patient/referral/transfer. Derive summaries from the final rows, not from separate assumptions.