Clinical Reports

Purpose

Prepare draft reporting structures, aggregate tables, and review manifests from verified authorized facts. Route each artifact to the correct reporting guidance, preserve provenance, and stop when source support or qualified review is missing.

This skill does not establish legal, regulatory, ethical, journal, accreditation, or institutional compliance. Its scripts check structure and internal consistency only.

Non-Negotiable Boundary

Never:

• diagnose, recommend treatment, choose or change dosing, triage, or provide return precautions;
• interpret images, specimens, raw laboratory results, symptoms, or other clinical observations;
• invent, infer, normalize, “complete,” or silently reconcile observations, results, dates, units, denominators, causality, expectedness, seriousness, outcomes, or conclusions;
• create an individual case safety report from patient-level narrative or decide reportability;
• sign, attest, approve, file, transmit, submit, amend a source record, or act as a licensed clinician, pathologist, radiologist, laboratorian, safety physician, statistician, privacy officer, attorney, or regulatory professional;
• use real PHI in examples, assets, tests, prompts, logs, or external services;
• send report inputs, manifests, source locators, or clinical content to an external model, image service, API, or another skill.

Public official guidance may be retrieved separately using only public URLs or generic topic queries; include no patient or unpublished study details.

All generated artifacts must remain visibly marked:

DRAFT — NOT FOR CLINICAL USE, SIGNATURE, FILING, OR SUBMISSION. Populate only from verified authorized source records. Qualified review and sign-off are required.

If the request crosses a boundary, stop the unsafe portion. Offer a blank structured template, a source-fact manifest, or a deterministic structural check. Direct clinical or regulatory decisions to the responsible qualified professional.

Input Gate

Proceed only when all conditions are true:

1. Purpose is explicit: publication draft, diagnostic-report scaffold, trial-results manuscript, protocol reporting review, CSR draft, aggregate safety table, or aggregate research summary.
2. Data class is allowed: synthetic, deidentified, or aggregate.
3. Authority is documented: the requester is authorized to use the records for the stated purpose.
4. Local-only handling is feasible: no upload, remote API, telemetry, or credential is needed.
5. Minimum necessary is defined: exclude fields not needed for the artifact.
6. Provenance exists: every populated field or claim maps to one or more verified source-fact IDs.
7. Review owner is identified: qualified clinical, statistical, safety, privacy, legal, journal, and/or regulatory review as applicable.

These gates depend on documented human assessments. Scripts inspect declarations; they do not independently establish authorization, de-identification, reviewer qualifications, or jurisdictional applicability.

Do not accept raw free-text patient records when a structured source-fact manifest can be supplied. Do not copy direct identifiers into this skill’s templates or scripts.

Route Before Drafting

Read references/report_type_routing.md before choosing a route. Use the dated primary-source ledger in references/sources.md; check the live official source when requirements could have changed.

Safe Drafting Workflow

1. Create a source-fact manifest

Use assets/provenance_manifest_template.json. Record only local record locators, field paths, verification state, verifier role, verification date, and a SHA-256 value hash. Do not duplicate source content or direct identifiers. Hashes are integrity metadata, not de-identification; do not hash an identifier as a substitute for removing it.

Every draft claim or populated field must cite one or more fact IDs. Unsupported content remains null or missing; never replace it with plausible text.

2. Generate the correct template

PYTHONDONTWRITEBYTECODE=1 python3 scripts/generate_report_template.py --list
PYTHONDONTWRITEBYTECODE=1 python3 scripts/generate_report_template.py \
  --type case-report \
  --output ./case-report-draft.json

The generator copies a fail-closed JSON template. It does not populate clinical content, create directories, overwrite files by default, or certify readiness.

3. Populate verified fields only

• Keep draft_status unchanged.
• Replace null only when a verified fact ID supports the field.
• Preserve uncertainty and “not assessed” exactly as recorded.
• Do not translate a raw observation into a diagnosis, code, grade, stage, seriousness, causality, expectedness, or recommendation.
• Use not_applicable_with_rationale only when a qualified reviewer supplied the rationale.
• Keep source record and draft separate.

4. Run deterministic checks

CARE structure:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/validate_case_report.py \
  ./case-report-draft.json

ICH E3, CONSORT 2025, or SPIRIT 2025 structure:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/validate_trial_report.py \
  ./trial-report-manifest.json

Aggregate adverse-event table:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/format_adverse_events.py \
  ./aggregate-ae.csv --metadata ./safety-aggregate.json \
  --output ./aggregate-ae-table.md

Terminology schema:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/terminology_validator.py \
  ./terminology-manifest.json

De-identification process documentation:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/check_deidentification.py \
  ./deidentification-process.json

Traceability and consistency:

PYTHONDONTWRITEBYTECODE=1 python3 scripts/provenance_validator.py ./provenance.json
PYTHONDONTWRITEBYTECODE=1 python3 scripts/consistency_checker.py ./consistency.json

These tools use the Python standard library and bounded local files, with no network or patient-record extraction. Case/trial checks validate fact-ID shape, not whether those IDs exist in a separate provenance file. Run the provenance check separately and have the reviewer verify the links across artifacts; that checker does not open source records or recompute hashes. A successful result still says review is required.

5. Apply the right review

At minimum:

• clinical facts and interpretations: qualified clinician for the specialty;
• statistical results, populations, estimands, denominators, and missingness: qualified statistician;
• safety coding, seriousness, causality, expectedness, and reportability: qualified safety professional;
• HIPAA, consent, authorization, and disclosure: privacy/legal/institutional review;
• CSR or regulatory safety output: sponsor regulatory and medical review;
• publication: all accountable authors and target-journal checks.

Never sign or submit on another person’s behalf.

Case Reports

Use assets/case_report_template.json and references/case_report_guidelines.md.

• CARE’s current core checklist remains the 2013 checklist.
• Report only what the verified record supports.
• Do not turn a case into clinical advice or generalize causality from one case.
• Patient perspective and informed-consent status must be recorded accurately; do not draft a false consent statement.
• De-identification and consent are separate controls. Consent does not erase privacy risk.

Diagnostic Report Scaffolds

Use the radiology, pathology, or laboratory JSON asset and references/diagnostic_reports_standards.md.

• The assets are field maps, not diagnostic authoring systems.
• Never generate findings, impressions, diagnoses, grades, stages, reference intervals, critical thresholds, or follow-up recommendations.
• Preserve preliminary/final/corrected status and source-system version.
• Use current, exact CAP protocol and version for the specimen; do not maintain a generic cancer staging default.
• Communication and correction actions remain with the responsible clinical service.

The former SOAP, H&P, consultation, and discharge-summary interfaces were removed. Do not recreate patient-care notes, medication plans, triage instructions, billing support, or disposition advice.

Trial, CSR, and Safety Reporting

Read references/clinical_trial_reporting.md and references/safety_reporting.md.

• CONSORT 2025 has 30 minimum items for randomized-trial results; select relevant extensions from the current official catalogue.
• SPIRIT 2025 has 34 minimum items for randomized-trial protocols and supersedes SPIRIT 2013.
• ICH E3 remains the CSR basis; its 2012 Q&A explicitly permits justified adaptation.
• ICH E6(R3) consolidated Principles, Annex 1, and Annex 2 were adopted on 16 June 2026; regional implementation can differ.
• Distinguish seriousness from severity and an adverse event from a suspected adverse reaction.
• Preserve the verified harms counting rule: participants with at least one event, total/recurrent events, and exposure-time rates are different quantities. Label the denominator and observation window for each, and never apply the subject-proportion bound n <= N to recurrent event counts.
• ICH E2B(R3) defines electronic ICSR data/message structure; it is not an aggregate-table format or a reportability decision rule.
• ICH E2D(R1), adopted 15 September 2025, addresses post-approval individual case safety reporting; aggregate periodic reporting is addressed separately.
• FDA requirements and electronic submission routes are role-, product-, study-, and date-specific. This skill never files or transmits.

Privacy

Read references/privacy_and_deidentification.md.

• Handle only the minimum necessary data locally.
• HHS recognizes Safe Harbor and Expert Determination under 45 CFR 164.514(b).
• Safe Harbor also requires no actual knowledge that remaining information can identify an individual.
• Expert Determination must be performed and documented by an appropriately qualified expert.
• A checklist or pattern scan cannot establish de-identification or HIPAA compliance.
• Rare conditions, small cells, dates, free text, images, metadata, and combinations of quasi-identifiers can retain re-identification risk.

Assets

All assets contain synthetic schemas only and start blocked:

• assets/case_report_template.json
• assets/radiology_report_template.json
• assets/pathology_report_template.json
• assets/lab_report_template.json
• assets/clinical_trial_csr_template.json
• assets/clinical_trial_results_template.json
• assets/trial_protocol_reporting_checklist.json
• assets/clinical_trial_safety_aggregate_template.json
• assets/adverse_event_aggregate_input_template.csv
• assets/research_summary_template.json
• assets/deidentification_process_checklist.json
• assets/quality_review_checklist.json
• assets/provenance_manifest_template.json
• assets/terminology_manifest_template.json
• assets/consistency_manifest_template.json

References

• references/README.md — safe use and file map
• references/report_type_routing.md — artifact-to-guidance routing
• references/case_report_guidelines.md — CARE structure and publication safeguards
• references/diagnostic_reports_standards.md — ACR, CAP, and CLIA boundaries
• references/clinical_trial_reporting.md — CONSORT 2025, SPIRIT 2025, ICH E3/E6(R3)
• references/safety_reporting.md — ICH E2/FDA safety distinctions
• references/privacy_and_deidentification.md — HHS methods and limitations
• references/medical_terminology.md — versioned terminology and schema checks
• references/data_presentation.md — denominators, units, missingness, and aggregate tables
• references/professional_review.md — ethics, accountability, and sign-off
• references/sources.md — official source ledger, checked 2026-09-30

Final Handoff

State:

1. artifact type and exact guidance/version used;
2. allowed data class and local-only handling;
3. unresolved null, missing, conflicts, and unsupported claims;
4. provenance and deterministic-check results;
5. required qualified reviewers;
6. the draft/non-submission warning.

Never say “compliant,” “HIPAA-safe,” “validated clinically,” “approved,” “ready to file,” or “ready to submit.”