Proxi GUIDE manual
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Governance

Project charter

Scope, objectives, exclusions, and deliverables for the GUIDE operating system.

Working documentSource: 00_Project_Charter.md

Status: v0.1

Objective#

Design the operating system and SOPs for a ProxI-enabled CMS GUIDE Participant that maximizes safe automation, minimizes expensive human effort, satisfies GUIDE care-delivery and documentation requirements, and creates reproducible audit evidence.

Product baseline#

ProxI Base Camp provides:

  • A voice-based caregiver digital twin that interacts with the person living with dementia.
  • A caregiver application for status, feedback, preferences, and intervention.
  • Continuous patient/caregiver touchpoints and event intake.
  • Structured Care Space storage with provenance, staleness, candidate facts, confirmed facts, decisions, and versioned plans.
  • Integrations with clinical, pharmacy, claims, messaging, and device data.
  • Natural-language delivery of content selected by deterministic logic.

Design objectives#

  1. Automate data acquisition, normalization, comparison, routing, reminders, retries, and evidence assembly.
  2. Reduce human work to explicit exceptions and authority gates.
  3. Place each exception with the lowest-cost role legally and operationally permitted to resolve it.
  4. Keep Philippine personnel in administrative pursuit and preparation roles unless a later written determination expands that boundary.
  5. Make stable patient months require effectively no PCP action.
  6. Preserve complete provenance and replayability for every decision and action.
  7. Produce a staffing model from rule incidence and measured minutes rather than blended intuition.

Non-goals#

  • Autonomous diagnosis, prescribing, deprescribing, treatment recommendation, or clinical triage by an LLM.
  • Treating AI interaction as the required human care-navigator contact.
  • Using silent computation as evidence that a GUIDE service was furnished.
  • Requiring outside PCPs to install or log into a new ProxI portal.
  • Closing referrals without returned documentation and care-plan reconciliation.
  • Treating prescribed, dispensed, possessed, and actually taken medications as one state.

Deliverables#

  • Pillar-specific SOPs and state machines.
  • Cross-pillar role and escalation matrix.
  • Edge-case register.
  • Deterministic rule catalog.
  • Evidence and closure definitions.
  • Test-case library.
  • Staffing and cost model driven by observed exception incidence.
  • Decision log separating settled assumptions from unresolved choices.

Acceptance criteria#

The architecture is not complete until:

  • Every state transition has deterministic prerequisites.
  • Every unresolved state has an owner and SLA.
  • Every human role has explicit permitted and prohibited actions.
  • Every closure state has objective evidence.
  • Every material rule has positive, negative, ambiguous, and failure-path tests.
  • No action-capable interface accepts raw LLM output as a command.