build: Tweaks to the PCP Summary #3854

Orta21 · 2025-05-15T23:00:06Z

Part of cs-465

Issues:

https://linear.app/metriport/issue/CS-465

Dependencies

Upstream: none
Downstream: none

Description

Adjust PCP AI summary - context

Testing

Local
- Returns expected output
Staging
- Returns expected output
Production
- Returns expected output

Release Plan

Merge this

Summary by CodeRabbit

New Features
- Only the latest observation per reading code is now included in summaries, improving data relevance.
- PCP visit criteria have been expanded to include a broader range of provider types and specialties.
Improvements
- Enhanced instructions to ensure exclusion of demographic and personal identifiers from summaries.
- Output formatting and inclusion criteria for visits, conditions, and medications have been clarified and made more explicit.
- Added a new section highlighting "Physician Team Only Indicators" for better summary detail.

Part of cs-465 Signed-off-by: Jorge Orta <36802074+Orta21@users.noreply.github.com>

linear · 2025-05-15T23:00:10Z

CS-465 Update AI summaries for Form

coderabbitai · 2025-05-15T23:00:13Z

Walkthrough

The updates introduce a filtering step in the AI brief command to retain only the most recent observation per reading code, modifying the payload processing pipeline. Additionally, the PCP visit prompt's system instructions are expanded and clarified, with stricter formatting, broader inclusion criteria, and new sections for conditions and medications, but no changes to exported API signatures.

Changes

File(s)	Change Summary
packages/core/src/command/ai-brief/filter.ts	Removed "Observation" from the list of reference resources to exclude. Added `filterLatestObservationsByCode` to retain only the latest observation per reading code by effective date. Introduced `getObservationDate` helper. Updated `buildSlimmerPayload` to apply this filtering step after diagnostic report filtering.
packages/core/src/command/ai-brief/pcp-visit-prompt.ts	Enhanced system prompt to explicitly exclude demographic/personal identifiers, clarified output formatting, broadened PCP visit inclusion criteria, expanded BMI terminology, changed medication fill date logic to 60 days, added a "Physician Team Only Indicators" section, clarified specialty/provider identification, and improved formatting and clarity throughout. No changes to exported entity signatures; only string constant contents were updated.

Sequence Diagram(s)

sequenceDiagram
    participant User
    participant buildSlimmerPayload
    participant filterLatestObservationsByCode
    participant getObservationDate

    User->>buildSlimmerPayload: Provide resource entries
    buildSlimmerPayload->>filterLatestObservationsByCode: Filter entries for latest observations per reading
    filterLatestObservationsByCode->>getObservationDate: Extract effective date for each observation
    getObservationDate-->>filterLatestObservationsByCode: Return effective date
    filterLatestObservationsByCode-->>buildSlimmerPayload: Return filtered entries
    buildSlimmerPayload-->>User: Return processed payload

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📥 Commits

Reviewing files that changed from the base of the PR and between a703dc3 and 94acc06.

📒 Files selected for processing (2)

packages/core/src/command/ai-brief/filter.ts (5 hunks)
packages/core/src/command/ai-brief/pcp-visit-prompt.ts (3 hunks)

🚧 Files skipped from review as they are similar to previous changes (2)

packages/core/src/command/ai-brief/filter.ts
packages/core/src/command/ai-brief/pcp-visit-prompt.ts

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RamilGaripov · 2025-05-16T15:25:29Z

packages/core/src/command/ai-brief/filter.ts

@@ -19,7 +20,7 @@ import { sizeInBytes } from "../../util/string";
 const NUM_HISTORICAL_YEARS = 1;
 const MAX_REPORTS_PER_GROUP = 3;

-const referenceResources = ["Practitioner", "Organization", "Observation", "Location"];
+const referenceResources = ["Practitioner", "Organization", "Location"];


I know this was already here, but can we add a TSDoc above this to indicate that these resources will be FILTERED OUT of the final input.

Part of cs-465 Signed-off-by: Jorge Orta <36802074+Orta21@users.noreply.github.com>

build: checkpoint

50c7325

Part of cs-465 Signed-off-by: Jorge Orta <36802074+Orta21@users.noreply.github.com>

Orta21 changed the title ~~build:~~ build: Tweaks to the PCP Summary May 15, 2025

Orta21 marked this pull request as ready for review May 15, 2025 23:24

Orta21 requested review from Goncharo, leite08, RamilGaripov, thomasyopes and lucasdellabella as code owners May 15, 2025 23:24

Merge branch 'develop' into cs-465-update-ai-summary

a703dc3

RamilGaripov approved these changes May 16, 2025

View reviewed changes

Orta21 added 2 commits May 16, 2025 11:39

build: only if has conditions

7f6bb2f

Part of cs-465 Signed-off-by: Jorge Orta <36802074+Orta21@users.noreply.github.com>

build: add tsdoc

94acc06

Part of cs-465 Signed-off-by: Jorge Orta <36802074+Orta21@users.noreply.github.com>

Orta21 added this pull request to the merge queue May 16, 2025

Merged via the queue into develop with commit 3a3853e May 16, 2025
14 checks passed

Orta21 deleted the cs-465-update-ai-summary branch May 16, 2025 15:48

lucasdellabella mentioned this pull request May 16, 2025

RELEASE ENG-308 #3855

Merged

1 task

This was referenced Jun 20, 2025

build: update pcp ai summary #4065

Merged

RELEASE: PPC AI SUMMARY #4067

Merged

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Orta21 commented May 15, 2025 •

edited by lucasdellabella

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