Patient Demographics Summary

Overview

Pull structured demographic data from FHIR Patient, RelatedPerson, and Coverage resources. Format into a consolidated summary including identifiers, contact information, emergency contacts, insurance, preferred language, communication preferences, and advance directive status. Flag missing critical data elements that may affect care delivery.

FHIR Resources Used

Instructions

Step 1: Retrieve Patient Resource

Tool: fhir_read
resourceType: "Patient"
id: "[patient-id]"

Extract the following fields:

• Identifiers: MRN (identifier where type.coding.code = "MR"), SSN (last 4 only), driver's license
• Name: name array -- use name.use = "official" as primary; note maiden names (use = "maiden")
• Birth Date: birthDate (calculate age)
• Gender: gender (administrative gender)
• Race/Ethnicity: US Core extensions at extension where URL = http://hl7.org/fhir/us/core/StructureDefinition/us-core-race and http://hl7.org/fhir/us/core/StructureDefinition/us-core-ethnicity
• Address: address array -- identify use = "home" vs "work" vs "temp"
• Telecom: telecom array -- phone (system = "phone"), email (system = "email"), fax
• Preferred Language: communication array where preferred = true
• Marital Status: maritalStatus
• Deceased: deceasedBoolean or deceasedDateTime
• Managing Organization: managingOrganization

Step 2: Retrieve Emergency Contacts and Related Persons

Tool: fhir_search
resourceType: "RelatedPerson"
queryParams: "patient=[patient-id]"

For each RelatedPerson:

• Extract name, relationship type (relationship.coding.code), phone, email
• Check period to confirm the relationship is current (no end date or end > today)
• Identify relationship roles: emergency contact, next of kin, guarantor, power of attorney

Step 3: Retrieve Insurance Coverage

Tool: fhir_search
resourceType: "Coverage"
queryParams: "patient=[patient-id]&status=active"

For each active Coverage:

• Plan name from class where type.coding.code = "plan"
• Group number from class where type.coding.code = "group"
• Subscriber ID from subscriberId
• Payor organization from payor reference
• Coverage period from period
• Coverage order (order field: 1 = primary, 2 = secondary)

Step 4: Check for Advance Directives

Tool: fhir_search
resourceType: "Consent"
queryParams: "patient=[patient-id]&category=http://terminology.hl7.org/CodeSystem/consentcategorycodes|acd"

If no results, also search:

Tool: fhir_search
resourceType: "DocumentReference"
queryParams: "patient=[patient-id]&type=http://loinc.org|64298-3"

LOINC 64298-3 = Power of attorney / Advance directive

Step 5: Flag Missing Critical Data

Scan the collected data and flag any of the following as missing:

• No emergency contact (zero RelatedPerson resources or none with emergency contact relationship)
• No active insurance coverage
• No preferred language specified
• No allergy documentation status (check if AllergyIntolerance search returns zero results -- this indicates allergies have not been reviewed, not that there are none)
• No advance directive on file
• Missing phone number or email
• Missing address

Step 6: Format Output

Present the summary in this structure:

PATIENT DEMOGRAPHICS
====================
Name: [official name]
MRN: [identifier]
DOB: [birthDate] (Age: [calculated])
Gender: [gender]
Race/Ethnicity: [from extensions]
Preferred Language: [language]
Marital Status: [status]

CONTACT INFORMATION
===================
Home Phone: [telecom]
Mobile Phone: [telecom]
Email: [telecom]
Home Address: [address]

EMERGENCY CONTACTS
==================
1. [name] - [relationship] - [phone]
2. [name] - [relationship] - [phone]

INSURANCE COVERAGE
==================
Primary: [plan name] - ID: [subscriberId] - Group: [group]
Secondary: [plan name] - ID: [subscriberId] - Group: [group]

ADVANCE DIRECTIVES
==================
Status: [On file / Not on file]

MISSING DATA FLAGS
==================
- [list of flagged items]

Examples

Example 1: Complete Demographics Pull

User says: "Pull up demographics for patient 12345"

Actions:

1. fhir_read Patient/12345 -- returns full Patient resource with name, DOB, address, telecom, US Core race/ethnicity extensions
2. fhir_search RelatedPerson?patient=12345 -- returns 2 entries: spouse (emergency contact), adult child (next of kin)
3. fhir_search Coverage?patient=12345&status=active -- returns 1 active Coverage: Blue Cross PPO, primary
4. fhir_search Consent?patient=12345&category=... -- returns 1 advance directive

Result:

PATIENT DEMOGRAPHICS
====================
Name: Maria Garcia
MRN: MRN-12345
DOB: 1958-03-15 (Age: 67)
Gender: Female
Race/Ethnicity: Hispanic or Latino / White
Preferred Language: Spanish
Marital Status: Married

CONTACT INFORMATION
===================
Home Phone: (555) 234-5678
Mobile Phone: (555) 876-5432
Email: [email protected]
Home Address: 456 Oak Ave, Austin, TX 78701

EMERGENCY CONTACTS
==================
1. Roberto Garcia - Spouse - (555) 234-5679
2. Ana Garcia-Lopez - Daughter - (555) 345-6789

INSURANCE COVERAGE
==================
Primary: Blue Cross Blue Shield PPO - ID: BCB998877 - Group: GRP-4421

ADVANCE DIRECTIVES
==================
Status: On file (dated 2022-06-10)

MISSING DATA FLAGS
==================
- No secondary insurance on file

Example 2: Patient With Missing Critical Data

User says: "Who is patient abc-789? Get me their info."

Actions:

1. fhir_read Patient/abc-789 -- returns minimal Patient resource: name and DOB only, no telecom, no extensions
2. fhir_search RelatedPerson?patient=abc-789 -- returns 0 entries
3. fhir_search Coverage?patient=abc-789&status=active -- returns 0 entries
4. fhir_search Consent?patient=abc-789&category=... -- returns 0 entries

Result:

PATIENT DEMOGRAPHICS
====================
Name: James Wilson
MRN: Not recorded
DOB: 1990-11-22 (Age: 35)
Gender: Male
Race/Ethnicity: Not documented
Preferred Language: Not specified
Marital Status: Unknown

CONTACT INFORMATION
===================
No contact information on file

EMERGENCY CONTACTS
==================
None documented

INSURANCE COVERAGE
==================
No active coverage found

ADVANCE DIRECTIVES
==================
Status: Not on file

MISSING DATA FLAGS [CRITICAL]
==============================
- No phone number or email
- No home address
- No emergency contact
- No active insurance coverage
- No preferred language
- Race/ethnicity not documented
- No advance directive on file
- Allergy documentation status unknown

Troubleshooting

No Patient Resource Found

• Verify the patient ID is correct. Try searching by name and DOB instead:

  Tool: fhir_search
  resourceType: "Patient"
  queryParams: "family=[lastname]&given=[firstname]&birthdate=[YYYY-MM-DD]"

• Check if the ID format matches the FHIR server's expectations (some use UUIDs, others use numeric IDs).

RelatedPerson Search Returns Empty But Patient Has Emergency Contact in Record

• Some EHR systems store emergency contacts as extensions on the Patient resource rather than as separate RelatedPerson resources. Check Patient.contact array for embedded contact entries:

  Patient.contact[].relationship
  Patient.contact[].name
  Patient.contact[].telecom

• EPIC systems often use the Patient.contact array instead of RelatedPerson resources.

Coverage Resources Missing Plan Details

• The class array may use different type codes depending on the payer. Check for type.coding.code values: "plan", "group", "subplan", "subgroup", "rxbin", "rxpcn".
• Some systems populate plan details in the payor referenced Organization resource. Follow the reference with fhir_read on the Organization.

Related Skills

• clinical-summary-generator -- for clinical data beyond demographics
• insurance-coverage-summary -- for deeper insurance analysis including coordination of benefits
• allergy-adverse-reaction-summary -- when allergy documentation flag is raised