# DenQAI: patient stewardship term sheet

File-specific companion · 2026-09-10

## Purpose

Which patient-continuity promises are observable, assigned, and supported by transaction terms?

**Who:** Seller, buyer, clinical lead, and independent counsel

**Records:** Open-treatment handoff plan; records custody; remake/refund responsibilities; notices; proposed agreement terms.

## Complete the file

1. Enter a concrete proposed_term_or_expectation for each stewardship topic.
2. Mark binding_or_expectation using the actual reviewed record rather than treating an intention as a promise.
3. Assign owner_role, review_period, and exception_or_escalation, then update evidence_status.

## Definitions

- **Patient stewardship:** Planned continuity of care, communication, records, and unresolved obligations.
- **Binding or expectation:** Distinction between a reviewed obligation and an aspirational statement.
- **Exception or escalation:** Specified response when the ordinary handoff process cannot be followed.

## Fictional example

Fictional example: STEW-02 proposes a weekly open-treatment review for the first month; owner_role is the transition clinical lead and the responsibility terms await review.

## Review and next action

Have counsel translate material expectations into appropriate terms and an operational handoff.

A completed worksheet is not an executed term sheet or confirmation that the planned care arrangements are clinically appropriate.

[Related DenQAI guide](https://denqai.com/succession)

## AI coach prompt

Help me use DenQAI’s patient stewardship term sheet. My question is: Which patient-continuity promises are observable, assigned, and supported by transaction terms? Explain these terms in plain language: Patient stewardship, Binding or expectation, Exception or escalation. Ask one question at a time about the required records: Open-treatment handoff plan; records custody; remake/refund responsibilities; notices; proposed agreement terms. Walk through the supplied fictional example before asking me for inputs. Treat every missing value as unknown, not zero. Do not invent source records, contract terms, legal conclusions, or clinical facts. Use only permitted fictional or aggregate, non-identifying information. Follow this boundary: A completed worksheet is not an executed term sheet or confirmation that the planned care arrangements are clinically appropriate. End with the missing evidence and this next step: Have counsel translate material expectations into appropriate terms and an operational handoff.

## AI review prompt

Review my permitted fictional or aggregate draft of DenQAI’s patient stewardship term sheet against the file instructions. Check each required field and period, units, evidence locator, assumptions, arithmetic where formulas are actually supplied, and unresolved contradictions. Check the sequence: Enter a concrete proposed_term_or_expectation for each stewardship topic. Mark binding_or_expectation using the actual reviewed record rather than treating an intention as a promise. Assign owner_role, review_period, and exception_or_escalation, then update evidence_status. Separate facts from assumptions and missing records. Do not supply unsupported numbers or make a professional decision for me. Apply this limitation: A completed worksheet is not an executed term sheet or confirmation that the planned care arrangements are clinically appropriate. Return corrections, questions for the responsible reviewer, and the next action.