Finalize production docs and refresh bundles

Author: rhavekost

README.md

@@ -53,16 +53,16 @@ The Clinical Toolkit provides structured frameworks for common clinical tasks in
 | **trauma-screening** | PC-PTSD-5, PCL-5 | PTSD screening, trauma symptom assessment | ✅ Implemented |
 | **substance-screening** | AUDIT-C, DAST-10 | Alcohol/drug use screening, identifying problematic use | ✅ Implemented |
 | **suicide-screening** | C-SSRS, ASQ | Suicide risk assessment, safety planning | ✅ Implemented |
-| **ultra-brief-screening** | PHQ-4 | Rapid depression + anxiety screening | 🚧 V2.1 |
-| **sleep-diary** | Consensus Sleep Diary (CSD) | Sleep pattern tracking, treatment monitoring | 🚧 V2.1 |
-| **motivation-assessment** | Readiness Ruler, URICA (access guidance) | Readiness to change, stage-matched interventions | 🚧 V2.2 |
-| **bipolar-risk-interview** | Non-validated interview guide | Bipolar risk exploration (not diagnostic) | 🚧 V2.2 |
-| **functional-impairment-interview** | Non-validated interview guide | Functional impact interview (not diagnostic) | 🚧 V2.2 |
-| **eating-risk-checklist** | Non-validated checklist | Eating risk red flags (not diagnostic) | 🚧 V2.2 |
-| **cognitive-concerns-intake** | Non-validated intake | Cognitive concerns history (not diagnostic) | 🚧 V2.2 |
-| **opioid-mme-calculator** | CDC MME conversion factors | Opioid dose standardization and safety | 🚧 V2.2 |
-| **distress-screening** | K6, K10 | Psychological distress screening | 🚧 V2.2 |
-| **wellbeing-screening** | WHO-5 | Well-being screening | 🚧 V2.2 |
+| **ultra-brief-screening** | PHQ-4 | Rapid depression + anxiety screening | ✅ Implemented |
+| **sleep-diary** | Consensus Sleep Diary (CSD) | Sleep pattern tracking, treatment monitoring | ✅ Implemented |
+| **motivation-assessment** | Readiness Ruler, URICA (access guidance) | Readiness to change, stage-matched interventions | ✅ Implemented |
+| **bipolar-risk-interview** | Non-validated interview guide | Bipolar risk exploration (not diagnostic) | ✅ Implemented |
+| **functional-impairment-interview** | Non-validated interview guide | Functional impact interview (not diagnostic) | ✅ Implemented |
+| **eating-risk-checklist** | Non-validated checklist | Eating risk red flags (not diagnostic) | ✅ Implemented |
+| **cognitive-concerns-intake** | Non-validated intake | Cognitive concerns history (not diagnostic) | ✅ Implemented |
+| **opioid-mme-calculator** | CDC MME conversion factors | Opioid dose standardization and safety | ✅ Implemented |
+| **distress-screening** | K6, K10 | Psychological distress screening | ✅ Implemented |
+| **wellbeing-screening** | WHO-5 | Well-being screening | ✅ Implemented |
 
 ### Clinical Workflow Skills
 
@@ -483,17 +483,11 @@ Before marking a skill as complete:
 - [x] Comprehensive documentation
 
 ### Future Enhancements (Optional)
-- [ ] Populate clinical-references.md with detailed guidance
 - [ ] Add culturally-adapted instrument versions
 - [ ] Additional validated screening tools
 - [ ] Integration with measurement-based care platforms
 - [ ] Multi-language support
 
-### V2 Roadmap (In Progress)
-
-- **V2.1 (In progress):** PHQ-4, Consensus Sleep Diary
-- **V2.2 (In progress):** Stages of Change (URICA + brief), non-validated interview/checklist tools, opioid MME calculator, K6/K10 distress screening, WHO-5 well-being
-
 ---
 
 ## License & Attribution

dist/consumer/chatgpt/documentation/gpt.json

@@ -14,6 +14,19 @@ This skill provides templates and guidance for standard clinical documentation f
 | **Progress Notes** | Session summaries | Outpatient/residential | Varies by format (DAP, BIRP, GIRP) |
 | **Treatment Plan Format** | Treatment planning documentation | All settings | Goals, objectives, interventions, timeline |
 
+## Response Style
+
+- Start with the relevant quick-reference template.
+- Ask if the user wants the detailed examples and expanded guidance.
+
+## Quick Reference
+
+| Need | Use |
+|------|-----|
+| Session note | SOAP or DAP/BIRP/GIRP |
+| Treatment plan | Treatment Plan Template |
+| Safety issue | Safety Documentation Protocols |
+
 ## Usage
 
 This skill can be invoked when you need to:
@@ -62,7 +75,19 @@ This skill can be invoked when you need to:
 - Any changes to treatment plan
 - Safety planning if applicable
 
-*[Detailed SOAP note writing guide with examples to be added]*
+**SOAP Writing Guide (Quick):**
+- **S:** Brief symptom summary in patient's words, changes since last session, stressors
+- **O:** Mental status exam, observed behavior, validated scores (PHQ-9, GAD-7, etc.)
+- **A:** Clinical impression, severity, risk assessment, progress toward goals
+- **P:** Interventions delivered, homework, follow-up timing, safety plan if needed
+
+**Example (abbreviated SOAP):**
+```
+S: "I've been less anxious this week but still waking at 3am."
+O: MSE WNL, GAD-7 = 11 (moderate), PHQ-9 = 8 (mild)
+A: Moderate anxiety with partial response; no SI/HI; risk low
+P: CBT worry time, sleep hygiene plan, follow-up in 2 weeks
+```
 
 ### Progress Note Formats
 
@@ -83,7 +108,30 @@ This skill can be invoked when you need to:
 - **R - Response:** Client's engagement and response
 - **P - Plan:** Next steps and homework
 
-*[Detailed examples of each format to be added]*
+**Brief Examples:**
+
+**DAP Example:**
+```
+D: Reports panic episodes 2x this week; sleep 5-6 hours; GAD-7=13
+A: Moderate anxiety with persistent impairment; risk low
+P: Continue CBT, add interoceptive exposure; follow-up in 1 week
+```
+
+**BIRP Example:**
+```
+B: Tearful, low energy, limited eye contact; PHQ-9=16
+I: Behavioral activation and cognitive restructuring
+R: Engaged, identified 2 pleasant activities
+P: Activity schedule; check-in next week
+```
+
+**GIRP Example:**
+```
+G: Goal 1 - reduce avoidance behaviors
+I: Exposure hierarchy planning
+R: Patient agreed to first two steps
+P: Practice exposure twice before next visit
+```
 
 ### Treatment Plan Documentation
 
@@ -121,11 +169,49 @@ This skill can be invoked when you need to:
    - When plan will be reviewed/updated
    - Discharge criteria
 
-*[Detailed treatment plan template and examples to be added]*
+**Treatment Plan Template (Concise):**
+```
+PROBLEM:
+DIAGNOSIS:
+
+GOAL:
+OBJECTIVE 1:
+  Intervention:
+  Responsible:
+  Target Date:
+OBJECTIVE 2:
+  Intervention:
+  Responsible:
+  Target Date:
+
+MEASUREMENT:
+REVIEW FREQUENCY:
+```
+
+**Example (Condensed):**
+```
+PROBLEM: Depressive symptoms with functional impairment
+DIAGNOSIS: Major Depressive Disorder, Moderate
+GOAL: PHQ-9 < 5 within 12 weeks
+OBJECTIVE 1: 3 pleasurable activities/week by week 4
+  Intervention: Behavioral activation, weekly therapy
+  Responsible: Therapist
+  Target Date: [Date]
+MEASUREMENT: PHQ-9 every 2-4 weeks
+REVIEW FREQUENCY: Monthly
+```
 
 ## Documentation Best Practices
 
-*[Comprehensive best practices guide to be added]*
+**Best Practices (Expanded):**
+- Use objective, behaviorally anchored language
+- Document clinical reasoning for key decisions
+- Include patient agreement and response to interventions
+- Record safety planning steps and resources provided
+- Avoid copy-forward without updating details
+- Maintain clear separation of facts vs. impressions
+- Follow organization and payer documentation rules
+See `docs/references/documentation-standards.md` for extended guidance.
 
 **General Principles:**
 - Write clearly and concisely
@@ -188,7 +274,12 @@ This skill can be invoked when you need to:
 - Report date, time, agency
 - Case number if available
 
-*[Detailed safety documentation protocols to be added]*
+**Safety Documentation Protocols (Expanded):**
+- Record ideation, intent, plan, means, and recent behaviors
+- Document protective factors and reasons for living
+- Note consultations, supervision, or collateral contacts
+- Include level-of-care decision rationale
+- Document crisis resources provided and patient response
 
 ## Limitations & Considerations
 
@@ -226,7 +317,11 @@ This skill can be invoked when you need to:
 - Understand copy-forward risks
 - Regular review of historical notes for accuracy
 
-*[Additional limitations and considerations to be added]*
+**Additional Limitations and Considerations:**
+- Documentation requirements vary by jurisdiction and payer
+- EHR templates can miss nuance; customize for the case
+- Notes can be subpoenaed; write defensibly
+- Balance thoroughness with privacy and minimum necessary principle
 
 ## References
 
@@ -242,11 +337,13 @@ This skill can be invoked when you need to:
 **SOAP Note Format:**
 - Weed LL. Medical records that guide and teach. N Engl J Med. 1968;278(11):593-600.
 
-*[Additional references and clinical guidelines to be added]*
+**Additional References:**
+- APA Record Keeping Guidelines (2007): https://illinoispsychology.org/wp-content/uploads/2015/06/Record-Keeping-Guidelines.pdf
+- HIPAA Privacy Rule (HHS): https://www.hhs.gov/hipaa/for-professionals/privacy/index.html
 
 ---
 
-**Status:** 🚧 Stub - Implementation pending
+**Status:** ✅ Implemented
 **Priority:** LOW - Phase 3
-**Last Updated:** 2026-02-01
+**Last Updated:** 2026-02-03