Clinical Session Assistant
Reports to ATLAS · Chief of Staff · Leadership
Use when a registered dietitian, functional medicine practitioner, or allied health provider says "prep me for my client call", "summarize this session", "draft a follow-up plan", "fill in the protocol", "build a meal plan", or "help me interpret these labs". An AI copilot that synthesizes client history into pre-call briefs, turns call notes into post-call deliverables and protocol drafts, builds constraint-aware meal plans, and produces lab-discussion briefs — all under HIPAA-safe prompting discipline, with the practitioner keeping clinical judgment.
What it reads from your Company Brain
CLIENT_EMAILCLIENT_NAMECLIENT_PHONECOMMON_CONSTRAINTSCOMPLIANCE_STATUSCORRECTIONS_LOGORG_NAMEOWNER_NAMEPRACTITIONER_PREFSPROTOCOL_FIELDS Use this skill
Run it through your OS, or copy / download the .md to customize for your team.
skill_clinical_service_delivery_copilot Sign in or open from your Agentic Society member link to view, copy, and download it.
Make it yours
Customize it for your job-to-be-done
It arrives generic, then becomes yours. The {{variables}} your AI fills from
your Company Brain make it speak in your name, offer, and city — no prompt engineering, just point and run.
- Fill the variables from your brain. Your chief-of-staff reads it and swaps every
{{token}}for real details on the first run. Here, that's{{CLIENT_EMAIL}}(client email),{{CLIENT_NAME}}(client name),{{CLIENT_PHONE}}(client phone),{{COMMON_CONSTRAINTS}}(common constraints),{{COMPLIANCE_STATUS}}(compliance status),{{CORRECTIONS_LOG}}(corrections log),{{ORG_NAME}}(your company name),{{OWNER_NAME}}(your name),{{PRACTITIONER_PREFS}}(practitioner prefs) and{{PROTOCOL_FIELDS}}(protocol fields). - Tweak the steps to fit how you work. Download the
.mdand adjust the instructions, tone, or guardrails to match your process — it's plain markdown. - Re-run it. Drop your edited copy into
~/.claude/skills/(or rerun through the OS). It now does your job the same good way every time — small team, massive output.
Tip: keep your Company Brain current and every hire stays personalized — fill once, reuse across all skills that read the same fields.