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Zhongwei Li
2025-11-29 18:30:48 +08:00
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---
name: clinical-proof-library
description: Repository blueprint for managing clinical studies, testimonials, and
citations.
---
# Clinical Proof Library Skill
## When to Use
- Supporting marketing claims with evidence during campaigns and approvals.
- Equipping sales/field teams with compliant proof points.
- Preparing board/exec updates that require clinical rigor.
## Framework
1. **Evidence Catalog** study summary, indication, patient population, outcomes, risk notes.
2. **Usage Guidelines** approved claims, prohibited statements, required disclaimers.
3. **Attribution & Citations** formatting rules, version control, reviewer sign-off.
4. **Access Controls** who can view/edit, security classifications, audit logs.
5. **Refresh Cadence** review schedule, owner assignments, trigger events.
## Templates
- Study summary sheet with key metrics + talking points.
- Claims/statement matrix linking copy to evidence.
- Reviewer checklist for new/updated evidence entries.
## Tips
- Tag evidence by persona + journey stage to speed campaign assembly.
- Store full-source PDFs + data tables for legal reference.
- Pair with `design-clinical-campaign` and `run-compliance-review` flows.
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name: compliance-briefing-kit
description: Standardized template for campaign compliance intake, reviews, and approvals.
---
# Compliance Briefing Kit Skill
## When to Use
- Kicking off HIPAA/FDA-compliant campaign reviews.
- Preparing legal/medical reviewers with complete context.
- Auditing historical campaigns for documentation completeness.
## Framework
1. **Campaign Snapshot** objectives, audiences, channels, timelines, owners.
2. **Data & Consent Map** data sources, identifiers, consent method, retention policy.
3. **Claims & Evidence** value propositions, clinical proof, disclaimers, risk statements.
4. **Regulatory Checklist** HIPAA, FDA (DTC/HCP), FTC, regional privacy, accessibility steps.
5. **Approval Workflow** reviewers, SLAs, escalation path, expiration date.
## Templates
- Compliance intake form (fillable PDF/Notion) with required fields.
- Reviewer packet structure (assets, claims, data flows, prior approvals).
- Decision log sheet with timestamps and attachments.
## Tips
- Require complete claims/evidence attachments before routing to legal.
- Include version history to track copy or asset changes during review.
- Pair with `run-compliance-review` for automated routing + documentation.
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name: patient-journey-mapping
description: Framework for documenting compliant patient journeys with touchpoints,
consent, and escalation paths.
---
# Patient Journey Mapping Skill
## When to Use
- Designing education, onboarding, or adherence programs for patients/caregivers.
- Aligning cross-functional teams on touchpoints, responsibilities, and data handling.
- Preparing regulatory reviews that require end-to-end journey documentation.
## Framework
1. **Persona Canvas** demographics, condition, motivators, fears, accessibility needs.
2. **Journey Phases** awareness, consideration, onboarding, adherence, advocacy with goals + KPIs.
3. **Touchpoint Inventory** channel, owner, content theme, consent requirements, escalation notes.
4. **Data & Consent Layer** data collected per touchpoint, retention policy, opt-out mechanism.
5. **Monitoring & Feedback** metrics, VOC loops, safety/adverse event reporting flows.
## Templates
- Journey map worksheet (phase, touchpoint, message, KPI, compliance notes).
- Consent + data handling checklist per touchpoint.
- Escalation tree for medical, legal, or support interventions.
## Tips
- Co-create journeys with clinical + legal reviewers early to reduce rework.
- Include accessibility guidelines (WCAG, language support) in each touchpoint.
- Pair with `orchestrate-patient-journey` for automated journey blueprints.
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name: regulatory-review-checklist
description: Step-by-step checklist for routing healthcare marketing assets through
legal, medical, and privacy approvals.
---
# Regulatory Review Checklist Skill
## When to Use
- Launching campaigns or assets that require HIPAA, FDA, or local regulatory approval.
- Auditing existing assets for compliance gaps.
- Training new marketers on required review steps prior to launch.
## Framework
1. **Pre-Check** confirm intake form completeness, asset inventory, and claim references.
2. **Reviewer Matrix** map required reviewers (legal, medical, privacy, compliance, brand) with SLAs.
3. **Asset Checklist** copy, creative, disclaimers, data flows, tracking tags, localization.
4. **Decision Logging** capture approvals, conditions, expiration dates, and link to evidence.
5. **Post-Launch Monitoring** adverse event reporting, change control, re-review triggers.
## Templates
- Review routing sheet with reviewer roles, due dates, and status.
- Asset checklist spreadsheet covering copy, creative, landing pages, data capture.
- Decision log template for audits and regulator requests.
## Tips
- Bundle assets into batches (e.g., email + landing + paid ads) to streamline approvals.
- Track expiration dates for approvals tied to clinical evidence updates.
- Pair with `run-compliance-review` and `orchestrate-patient-journey` commands.
---