Local preparation tool · protocol v0.3.0-draft

Build a case record without submitting a case.

This tool structures owner mechanisms, decision chronology, evidence, contradictions, and privacy hazards in the active browser tab. Nothing is uploaded. Intake is closed, and this draft does not enroll you in research.

Start the local draft Read the pilot protocol

Use broad categoriesRanges, quarters, regions, and coded records.

Avoid exact dates, exact addresses, rare role/place combinations, names, IDs, and distinctive quotations.

Keep source files localIndex the evidence; do not paste it.

Record a category, period, control, source kind, support relationship, verification state, contradiction, and local locator that only you understand.

Not a safe harbor decisionThe export is a draft—not certified de-identification.

Qualified review is still required before a record can enter a governed study or public release.

Hard privacy gate

Declare what the draft contains.

If any prohibited category is present, export remains blocked. Edit the draft until every answer is “No.” This check does not certify de-identification.

Does any field in this draft contain…Names, emails, phone numbers, license/NPI/tax IDs, account numbers, or exact addressesPatient-level information, chart content, images, dates, record numbers, or clinical narrativesZIP code, small community, practice name, or a distinctive place-and-role combinationExact event, birth, treatment, employment, closing, or opening dates instead of broad periodsIdentifiable employee, advisor, seller, buyer, lender, vendor, or family informationPasted contract, payroll, tax, bank, chart, email, message, or other source-document content

No declared or automatically detected privacy blockers

Continue to the structured case fields. Independent privacy review is still required before study use.

Coded case profile

Describe the owner decision without identifying the practice.

Coded case IDLetters, numbers, and hyphens only. Do not use initials or a practice abbreviation.Owner roleEntry modeOwnership stageBroad regionDo not enter state, city, county, or ZIP in the narrative fields.Community typeObservation startsUse quarter or year only.Observation endsUse quarter or year only.Practice age at observation endAnnual collections bandTotal practice debt bandMaximum guarantee bandHousehold runway at commitmentOpening / closing delayUnpaid management time

Mechanism and counterfactual

State the account—and the strongest alternative explanation.

Primary mechanismSecondary mechanismCurrent outcomeWhat fact would have reversed or paused the decision?Privacy-reduced mechanism summaryStrongest plausible alternative explanationParticipant correction or disagreement

Evidence index

Point to the local record—do not paste or upload it.

Describe each proposition on separate axes. A direct record can still be stale, disputed, or only partially supportive of one claim.

CASE-EV-01Evidence record

CategoryBroad periodPrivate local locatorUse a code, not a filename containing names or an exact device path.Independent controlSource kindSupport relationshipVerification stateVerified or partially verified findings require an independent control plus a locator, limitation, and completed review.Review statusWhat does it support?What contradicts or limits the account?Material limitation

CASE-EV-02Evidence record

CASE-EV-03Evidence record

Readiness gate

The draft is not ready to export.

Export does not mean safe for study use or public release. It only means the required draft fields are present and you declared no prohibited content.

Required fields unresolved13

Coded case ID
Owner role
Entry mode
Ownership stage
Broad region
Community type
Observation window in YYYY or YYYY Q# format
Primary mechanism
Current outcome
Decision reversal trigger
Mechanism summary of at least 80 characters
Plausible alternative explanation
At least one supportable evidence record with independent axes, locator, period, finding, limitation, and review

Privacy blockers0

No prohibited category declared or obvious pattern detected.

Evidence records3

0 structurally supportable records; independent study review still required.

No draft exported.

No submission channel exists.

Do not email the export to DenQAI, attach source records, or treat this as consent. Keep the file under your own approved privacy and security process.

Pilot protocol Privacy notice Evidence method