Playbook: Patient Requests via MCP
What MCP is (60-second primer)
MCP (Model Context Protocol) is the "USB-C for AI apps"—a standard that lets assistants like Claude talk to small "servers" that expose tools and data you choose.
Claude Desktop (and others) can connect to your local or hosted MCP server with a tiny JSON config; the server declares tools like create_ticket
, search_FAQ
, appt_slots
.
Choose your first use cases (10 minutes)
Start with low-risk, high-volume requests:
- Medication refill intake (collect required fields, sanity checks, create a task)
- Appointment options (read calendar slots and propose times)
- Records request (collect identity + destination, generate a task)
- FAQs (search a clinic FAQ doc and draft answers for staff approval)
Anything that touches PHI should draft and queue for human send-off.
Prerequisites (15 minutes)
- Claude Desktop installed (Mac/Windows)
- Node.js 18+ (for the TypeScript server)
- A Google Sheet or lightweight DB (even a JSON file) to store request tickets
- Optional: A starter MCP server template (TypeScript)
Scaffold a minimal MCP server (30-40 minutes)
A. Create a folder
B. Add src/server.ts — two tools to start:
create_request
→ validates and writes a ticket to data/requests.jsonlist_requests
→ returns open tickets for follow-up
C. Add scripts in package.json
D. Run it
Why this works: The server exposes two MCP tools that any MCP-aware assistant can call. The assistant stays the UI; the server is your guard-railed gateway to actions/data.
Connect it to Claude Desktop (5 minutes)
Edit the Claude config:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json
- Windows:
%APPDATA%\Claude\claude_desktop_config.json
Restart Claude Desktop. You should see patient-requests available as a tool.
Use it in plain English (2 minutes)
Try in Claude:
Then:
Pattern: The assistant does the reasoning + drafting; the MCP tool logs/queues. Staff reviews and sends.
Add useful tools next (30-60 minutes total)
- FAQ search (no PHI): Add
search_faq(query)
that loads a local faq.json - Scheduling preview (read-only): Add
get_slots(provider, days_ahead)
that reads shared calendar - Refill safety checklist: Add
refill_policy_check(med)
to return clinic's checklist - Status updates: Add
update_request(id, status)
to close out items
Governance & Safety (non-negotiable)
- No direct PHI to vendors unless you have BAAs; keep this server local or VPC
- Least privilege: expose read-only versions first (FAQ, slots)
- Logging: keep a local audit log of tool calls + inputs
- Config hygiene: Claude Desktop reads a simple JSON config—limit each server's access
- Stay current on MCP security guidance as adoption grows
Optional: Host & Share (later)
You can deploy the same server behind an HTTPS process and point multiple MCP hosts at it (e.g., ops staff + intake coordinator). Many teams start local, then move to a small VM.
What this unlocks in clinic (week 1 wins)
- Single "front door" for patient requests that your AI can see and act on
- Faster triage: assistant drafts + MCP logs → staff approves
- Consistent policy adherence via checklists the assistant pulls in every time
- Searchable trail of requests (JSON/CSV) for QA and ops metrics
Demo script (you can literally read this)
- Open Claude; show patient-requests tool
- Say: "Create two test tickets (refill + appointment)."
- Ask: "List open tickets; cluster by type; draft staff replies."
- Show the JSON file filling up and your audit log
- Close a ticket with
update_request
- End with a slide: "Next tools: FAQ, slots, policy checks."
Ready to implement?
This prototype packet is exactly what you'll receive from our hands-on AI workshops.
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