Reduce AI interview session length with upfront patient context and fewer questions

[Copilot]

AI interview sessions were too long due to chatbot asking identity questions and allowing 15-20 questions total.

Changes

• Dynamic patient context injection: Prompts now include patient name, age, gender, and reason for visit upfront instead of asking "Determine who the patient is"

• Question limit reduced: Both urgent care (20→8) and workers comp (15→8) prompts now limit to 8 total questions

• Parent/guardian detection: Added explicit instruction to determine if communicating with patient directly or guardian

Implementation

// New helper constructs patient context from FHIR resources
function buildPatientContext(patient: Patient, appointment: Appointment): string {
  const name = getFullName(patient);
  const age = calculatePatientAge(patient.birthDate) || 'unknown age';
  const gender = patient.gender ? mapGenderToLabel[patient.gender] : 'Unknown';
  const reasonForVisit = getReasonForVisitFromAppointment(appointment);
  
  return `The patient is ${name}, ${age}, ${gender.toLowerCase()}${reasonForVisit ? ` with reason for visit: ${reasonForVisit}` : ''}.`;
}

// Example output: "The patient is Amelia Low, 8 y, female with reason for visit: headaches."

Modified FHIR search to include Patient resource via _include parameter, eliminating need for separate query. Converted static prompt constants to builder functions accepting patient context.

Warning

Firewall rules blocked me from connecting to one or more addresses (expand for details)

I tried to connect to the following addresses, but was blocked by firewall rules:

• downloads.sentry-cdn.com
  • Triggering command: /usr/local/bin/node node ./scripts/install.js ndor/bin/grep grep -l ate nup.ts cal/bin/grep ate s ep grep -l (dns block)

If you need me to access, download, or install something from one of these locations, you can either:

• Configure Actions setup steps to set up my environment, which run before the firewall is enabled
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Original prompt

---

This section details on the original issue you should resolve

<issue_title>Improve Agentic Intake (HPI Chatbot) prompt to reduce length of chat session</issue_title>
<issue_description>In the current prompt replace this line:
"Determine who the patient is" (

ottehr/packages/zambdas/src/patient/ai-interview/start/index.ts

Line 28 in 0dd9ce1

• Ask only one question at a time.

)

with something like

"The patient is Amelia Low, 8 year old female with reason for visit: headaches". The patient name, age, sex, and reason for visit coming from the paperwork or patient record.

Add this line:
"Determine if you are communicating with the patient directly or a parent/guardian."

Change this line:
"Ask no more than 20 questions in total."

to

"Ask no more than 8 questions total."</issue_description>

Comments on the Issue (you are @copilot in this section)

• Fixes Improve Agentic Intake (HPI Chatbot) prompt to reduce length of chat session #5673

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