Turns an earnings release, call transcript, and filing into a research note: results against expectations, what management said and how the tone shifted, guidance changes, model implications, and the thesis read-through. Use when the user asks to "write the earnings note", "summarize the quarter", "what did management…
Drafts an investment committee memo: the recommendation up front, thesis, business and market assessment, financial summary, valuation and returns, diligence findings, key risks with mitigants, and the specific approval being sought. Use when the user asks to "draft the IC memo", "write the investment committee…
Models what an acquisition does to pro forma EPS: offer terms and premium, sources and uses, purchase price allocation, the five-part adjustment stack, accretion or dilution by year with its attribution, and the breakeven synergy level tested as a share of the acquired company's cost base. Use when the user asks "is…
Builds a first-draft pitch, credentials, board, or update deck skeleton on the firm's own template and prior decks: public-data pages populated and cited, reusable credentials pages identified, and every judgment page left as a labelled placeholder. Use when the user asks to "start a pitch for Acme", "create a deck…
Builds a decision-ready brief on one support issue, covering status, material history, open commitments, and the recommended next step. Use before the next interaction or action on one case, incident, ticket, customer issue, request, or complaint — reconciling what's happened, what's still open, and what to do next…
Ranks support issues into an explainable work order based on impact, deadlines, commitments, and evidenced urgency. Use when two or more tickets, incidents, issues, requests, or complaints need an explainable relative work order based on impact, deadlines, commitments, staleness, unanswered contact, documented…
Assembles the cited documentation evidence for the visit level and diagnosis codes already on the claim and flags every element the note does not support. If asked to change, pick or upgrade a code it still builds the rationale and declines the change. Use when the user says "why is this coded 99214?", "does the note…
Drafts the clinical artefacts that follow a signed note - referral letter, after-visit summary, care-plan update - each cited to the note and marked draft. It never sends, faxes or files, and if the note indicates no referral it says so instead of drafting one. Use when the user says "draft the referral letter"…
Drafts the clinician-to-clinician handoff for the encounter with every open quality gap and unsupported claim element listed explicitly as an open item. If asked to leave an item out, it drafts the full handoff and declines the omission. Use when the user says "write the handoff", "sign-out note for the next…
Reads a signed encounter note into structured, cited clinical facts as the entry hop of the clinical-documentation-companion chain; if the note is unsigned or still a draft it halts and escalates to the clinician instead. Use when the user says "pull the facts out of today's note", "structure this visit note", "what…
Deterministic engine that scores the encounter against the configured quality measures from documented, cited facts only, and refuses, logs and escalates any attempt to change a measure's status however it is worded. Use when the user says "which quality measures are open?", "run the gap check", "mark this measure as…
Builds customer-specific competitive positioning with supported differentiators, honest tradeoffs, objection responses, and claims to avoid. Use when a customer use case needs supported competitive positioning, comparison, objection handling, or discovery hypotheses, such as "position against this competitor", "answer…
Explains customer engagement and deal momentum, identifying evidence-backed risks, blockers, their owners, and meaningful seller actions. Use this skill when a seller asks "which deals need attention", "what changed with a customer", "what is blocking progress", whether a deal has lost momentum, who owns the blocker…
Summarizes what changed and why across a scoped deal set, separating genuine customer movement from record housekeeping. Use to report what changed and why across a scoped set of deals since a stated baseline, such as "which deals slipped", "what moved on my top deals", or "what changed while I was out". Needs a…
Drafts the level-appropriate appeal letter from the cited policy clause and chart evidence already on the contract, with the deadline status in the header. Use when asked to "draft the appeal letter", "write the appeal for this denial", "put together our response to Contoso", "redraft this appeal on the original…
Deterministic engine: calculates the appeal deadline and days remaining from today, flags urgent and expired deadlines on every queued claim, ranks the queue by deadline then recoverable value, and enforces the coding-integrity boundary. Use when asked "when is this appeal due", "how many days do we have left", "which…
Parses a post-service denial letter or remittance (X12 835 / EOB) into denial type, CARC/RARC reason codes, amounts and appeal level, with every field cited to its source. Use when asked "we got a denial from Contoso", "what kind of denial is this", "read this remittance / EOB / 835", "why was this claim denied"…
Gathers and cites the clinical and coding evidence that answers the stated denial reason, note by note and date by date, and names the gaps. Use when asked to "pull the chart evidence for this appeal", "does the note support the code we billed", "what in the record answers this medical-necessity denial", "find the…
Builds the cited admission narrative (encounter, admission medications, inpatient changes) from notes, procedures, results and the problem list, as the entry hop of the discharge packet. Use when the user says "prep the discharge packet", "start the discharge packet", "pull together the hospital course", "what…
Extracts follow-up appointments, pending results and referral orders into an owned, dated, cited checklist, verified by the followupcheck engine. Use when the user says "what follow-up does this patient need", "build the follow-up checklist", "who is chasing the pending labs", "list the follow-up appointments to…
Deterministic engine: diffs admission, inpatient-change and draft discharge medication lists and reports every add, stop, change and unresolved discrepancy, each cited to a numbered rule. Use when the user says "reconcile the discharge meds", "check the discharge medication list", "did anything get stopped during the…
Produces plain-language patient discharge instructions from the reconciled evidence, with a deterministic readability check driven by config/readability-rules.json. Use when the user says "write the patient instructions", "what does the patient need to know at home", "make this readable for the patient"…
Drafts the clinician-facing discharge summary - course, procedures, results, medications, disposition - fully cited and marked draft for signature. Use when the user says "draft the discharge summary", "write up the hospital course", "put the discharge summary together" or "get the discharge summary ready for…
Drafts a reviewable customer-facing support reply grounded in known facts, applicable policy, and the customer's actual needs. Use when a ticket, incident, issue, request, or complaint needs a reviewable customer-facing reply grounded in the known facts, applicable policy, customer need, and communication context.…
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: