Transcript

[SYSTEM INSTRUCTION: You are a medical AI scribe applying an Instruction Layer. 1. Identify any 'Meta Directions' (formatting instructions, corrections, ignore-rules, or section-creation rules) dictated by the doctor. 2. Do NOT treat Meta Directions as clinical facts. Instead, use them as strict rules to shape the final note. 3. Apply formatting instructions (e.g., bullet points, conciseness). 4. Apply correction instructions (e.g., overriding a pain score or symptom). If there are conflicting facts/instructions, follow the LATEST applicable Meta Direction. 5. Apply ignore instructions (e.g., omit specific brand names). 6. Move information to the section explicitly requested. If requested to place information in 'Procedure', 'Internal Notes', 'Orders/Follow-up', 'Coding', etc., you MUST dynamically create those sections in your output if they aren't in the standard template. 7. Do not invent unsupported clinical information. However, you MUST intelligently incorporate important and relevant clinical information explicitly provided in the PATIENT CONTEXT into the appropriate sections of the selected template, even if the doctor did not mention that information in the current transcript. Keep transcript-derived information accurate and clearly avoid unsupported assumptions or fabricated details. 8. Output all detected Meta Directions as a JSON list of strings within a [[META_DIRECTIONS_START]]...[[META_DIRECTIONS_END]] block at the very end of your response.
9. If the transcript explicitly states 'The clinical notes are' (or similar), you MUST use ONLY that explicitly dictated content to fully fill out the clinical note sections. Additionally, if explicit dictation for CLINICAL NOTES is detected, you MUST append the following exact block to the very end of your response:
[[SUGGESTED_BY_DOCTOR_START]]
<exact dictated text for the clinical notes>
[[SUGGESTED_BY_DOCTOR_END]]
The text inside the delimiters MUST be a VERBATIM, character-for-character copy from the transcript. Do NOT fix typos, do NOT reformat, and do NOT correct medical terms. Do NOT output 'Suggested by Doctor:' in the main text. Do NOT extract dictated text for other sections like summary, orders, or coding.]

[CURRENT ENCOUNTER TRANSCRIPT]
Speaker: DOCTOR–PATIENT CONSULTATION
PRIOR AUTHORIZATION TEST VERSION
=================================
IMPORTANT TESTING NOTE
-----------------------
This is synthetic test data intended to exercise the application's Prior Authorization
workflow. It is not a real patient's medical record and must not be used for actual
clinical care, payer submission, or treatment decisions.
The clinical content below is intentionally structured so the application can generate
Clinical Notes, Summary, Orders, Appointment information, and Coding, followed by a
Prior Authorization check after the clinician finalizes the selected CPT/CDT code.
The PA engine must NOT decide that authorization is required from this text alone.
The final PA decision must come from the verified payer_auth_rule for the finalized
procedure code.
PATIENT INFORMATION
-------------------
Patient: Simran Rana
Date of Consultation: August 7, 2026
Physician: Dr. Emily Carter, MD
Specialty: Medical Oncology
CHIEF COMPLAINT
---------------
Persistent cough, unexplained weight loss, fatigue, and intermittent chest pain.
CLINICAL CONSULTATION
---------------------
Dr.: Good morning, Simran. I have reviewed your imaging studies and biopsy results.
Unfortunately, the biopsy confirms that you have lung cancer. I know this is difficult
news, but we will discuss every step of your treatment plan together.
Patient: I was expecting something serious. What happens next?
Dr.: Based on the current findings, additional testing is required to determine the
exact stage of the cancer before finalizing treatment. Depending on the results,
treatment may include surgery, chemotherapy, immunotherapy, radiation therapy, or a
combination of these.
Patient: Is there anything I should start taking now?
Dr.: Yes. I am prescribing medications to help manage your symptoms while we complete
the remaining evaluation.
MEDICATIONS
-----------
- Acetaminophen 500 mg orally every 6 hours as needed for pain
(maximum daily dose as directed).
- Ondansetron 4 mg orally every 8 hours as needed for nausea.
- Pantoprazole 40 mg orally once daily before breakfast.
RECOMMENDED LABORATORY TESTS
----------------------------
1. Complete Blood Count (CBC)
2. Comprehensive Metabolic Panel (CMP)
3. Liver Function Tests (LFT)
4. Kidney Function Tests (KFT)
5. Coagulation Profile
6. CEA (Carcinoembryonic Antigen)
7. LDH
8. Molecular Biomarker Testing if clinically indicated:
- EGFR
- ALK
- ROS1
- PD-L1
RECOMMENDED IMAGING / ORDERS
----------------------------
1. PET/CT scan from skull base to mid-thigh with FDG
Clinical indication:
Newly confirmed lung cancer requiring complete staging before finalizing treatment.
Medical necessity:
The patient has a biopsy-confirmed lung cancer diagnosis and requires additional
staging information to determine the appropriate treatment plan.
Requested purpose:
Cancer staging and treatment planning.
2. MRI Brain with and without contrast, if clinically indicated
Clinical indication:
Further evaluation for possible intracranial metastatic disease when clinically
indicated during staging.
3. Molecular Biomarker Testing, if clinically indicated
Tests:
- EGFR
- ALK
- ROS1
- PD-L1
Clinical indication:
Determine eligibility for targeted or systemic treatment.
RELEVANT MEDICAL HISTORY
------------------------
- Newly confirmed lung cancer based on biopsy.
- Persistent cough.
- Unexplained weight loss.
- Fatigue.
- Intermittent chest pain.
- Additional staging is required before finalizing treatment.
CLINICAL FINDINGS
-----------------
- Biopsy confirms lung cancer.
- Imaging studies have been reviewed.
- Persistent symptoms include cough, weight loss, fatigue, and intermittent chest pain.
- Additional diagnostic evaluation is required for staging.
- Treatment plan cannot be finalized until the required staging information is reviewed.
MEDICAL NECESSITY
-----------------
The patient requires additional diagnostic evaluation because lung cancer has been
confirmed by biopsy and the exact stage has not yet been established.
The requested PET/CT is intended to provide additional staging information needed for
treatment planning. The results will be reviewed by the treating oncology team before
the final treatment plan is established.
The requested MRI brain and molecular biomarker testing are additional evaluations that
may be performed when clinically indicated as part of the staging and treatment-planning
process.
TREATMENT PLAN
--------------
- Complete the required staging evaluation.
- Review PET/CT and other clinically indicated diagnostic results.
- Review laboratory and molecular testing results when available.
- Confirm the cancer stage.
- Finalize the treatment plan after staging information is available.
- Potential treatment options discussed include surgery, chemotherapy, immunotherapy,
radiation therapy, or a combination, depending on the final clinical findings.
FOLLOW-UP APPOINTMENT
---------------------
Date: August 21, 2026
Time: 10:30 AM
Purpose:
- Review laboratory and imaging results.
- Confirm cancer staging.
- Finalize treatment plan.
REFERRAL INFORMATION
--------------------
Referring Physician:
Dr. Emily Carter, MD
Medical Oncology
Referred To:
Dr. Sohang Tyagi
Medical Oncology Consultant
Reason for Referral:
The patient has a newly confirmed diagnosis of lung cancer and requires specialist
consultation for comprehensive oncologic evaluation, staging confirmation, and treatment
planning. Please review diagnostic findings, assess eligibility for systemic therapy,
and provide recommendations regarding chemotherapy, immunotherapy, radiation therapy,
clinical trials, or surgical referral as appropriate.
PA TESTING TARGET
-----------------
The following service is intentionally documented as a specific requested service so
that the coding workflow has a clear procedure to identify:
Primary PA Test Service:
PET/CT scan from skull base to mid-thigh with FDG
Suggested coding target for local PA-rule testing:
CPT 78815
NOTE:
CPT 78815 is included here as a TESTING TARGET for the application's PA workflow.
The application must still use its configured coding logic and clinician-selected
final code. Do not treat this test fixture as authoritative coding guidance.
OPTIONAL SIMPLE PA TEST
-----------------------
For a simple end-to-end PA integration test, the application may also use:
CPT 99214
Description:
Office or other outpatient visit for evaluation and management of an established
patient.
This code can be used with a local test payer_auth_rule where pa_required=true.
PA DOCUMENTATION SUPPORT
------------------------
The source documentation contains the following information that can be used by the
PA drafting layer after a verified rule says authorization is required:
- Confirmed lung cancer by biopsy.
- Persistent cough.
- Unexplained weight loss.
- Fatigue.
- Intermittent chest pain.
- Additional staging required before treatment is finalized.
- PET/CT requested for cancer staging and treatment planning.
- MRI brain may be clinically indicated.
- Molecular biomarker testing may be clinically indicated.
- Follow-up appointment scheduled to review results and finalize treatment.
EXPECTED APPLICATION WORKFLOW
-----------------------------
1. Upload or process this consultation.
2. Generate Clinical Notes.
3. Generate Summary.
4. Generate Orders.
5. Generate Appointment / Follow-up information.
6. Generate Medical Coding.
7. Clinician reviews and selects the appropriate CPT/CDT code.
8. Clinician finalizes medical coding.
9. Prior Authorization runs only after finalization.
10. Payer is resolved from the patient's insurance/network information.
11. The finalized CPT/CDT is looked up in payer_auth_rules.
12. If the verified rule has pa_required=true, the PA workflow proceeds.
13. If documentation requirements are satisfied, the result can become pa_drafted.
14. If required information is missing, the result can become pa_drafted_gaps.
15. If no verified payer rule exists, the result must remain manual_research.
16. The system must never infer "No PA Required" simply because a payer rule is missing.
17. Every PA result requires clinician review and must not be auto-submitted.
LOCAL PA RULE REQUIRED FOR PA-REQUIRED TEST
--------------------------------------------
For the PA Required test, seed a LOCAL TEST rule matching the finalized code.
Example:
payer_name:
UnitedHealthcare
procedure_code:
78815
code_system:
CPT
pa_required:
true
documentation_requirements:
- Confirmed diagnosis
- Clinical indication for PET/CT
- Medical necessity
- Reason staging is required
- Relevant clinical history
attachment_requirements:
- Relevant diagnostic report, if required by the local test scenario
source:
TEST FIXTURE - NOT A REAL PAYER POLICY
last_verified:
2026-08-20
EXPECTED PA RESULT
------------------
If the clinician finalizes CPT 78815 and the above local test rule is present:
Expected overall status:
pa_drafted
If a required documentation item is intentionally removed:
Expected overall status:
pa_drafted_gaps
If the payer/code rule is removed:
Expected overall status:
manual_research
If the patient is out-of-network:
Expected overall status:
no_pa_required
PA TESTING RULE
---------------
The report provides clinical documentation only. Patient insurance/payer information is NOT included in this report; it is expected to be retrieved from the patient's insurance information already stored in the platform.
The PA decision must be controlled by:
payer + finalized CPT/CDT + verified payer_auth_rule
AI may draft the justification after PA is determined to be required.
AI must not independently decide whether PA is required.
END OF PRIOR AUTHORIZATION TEST REPORT
======================================