hipaa-sync

HIPAA Sync

Synchronizes all HIPAA documentation after any session that updated facts, contacts, risk assessments, or events.

Paths

• Source HTML: ~/Desktop/HIPAA/Source/ (editable files)
• Output PDFs: ~/Desktop/HIPAA/ (one per HTML source)
• Archive: ~/Desktop/HIPAA/Archive/
• Memory file: ~/.claude/projects/-Users-jb/memory/hdflowsheet-hipaa.md
• Chrome: /Applications/Google Chrome.app/Contents/MacOS/Google Chrome
• Pandoc: /opt/homebrew/bin/pandoc

Steps — Execute in Order

1. Review What Changed This Session

Before touching any files, summarize to the user:

• What new facts were learned today
• What documents were updated
• What the current status of the situation is

2. Update Memory File

Read ~/.claude/projects/-Users-jb/memory/hdflowsheet-hipaa.md and update:

• Status line with today's date and current situation
• Attorney contact status (who responded, who didn't, next follow-up date)
• Any new risk level changes
• Next pending action

3. Regenerate All PDFs

Run Chrome headless for each HTML in Source/. Map each HTML to its PDF output name:

CHROME="/Applications/Google Chrome.app/Contents/MacOS/Google Chrome"
SRC=~/Desktop/HIPAA/Source
OUT=~/Desktop/HIPAA

for html in "$SRC"/*.html; do
  name=$(basename "$html" .html)
  "$CHROME" --headless=new \
    --print-to-pdf="$OUT/$name.pdf" \
    --no-pdf-header-footer \
    --print-to-pdf-no-header \
    "file://$html" 2>/dev/null && echo "Generated $name.pdf"
done

4. Regenerate DOCX Files

Regenerate DOCX for key documents (not all — only the ones attorneys or employers may receive):

PANDOC=/opt/homebrew/bin/pandoc
SRC=~/Desktop/HIPAA/Source
OUT=~/Desktop/HIPAA/Source

for name in HIPAA-Action-Plan interaction-log HDFlowsheet-HIPAA-Disclosure-v2 personal-timeline; do
  $PANDOC "$SRC/$name.html" -o "$OUT/$name.docx" 2>/dev/null && echo "Generated $name.docx"
done

5. Archive Old Interaction Log Entries (When Log Grows)

When the interaction-log has more than 3 months of entries, or the user requests archiving:

1. Read Source/interaction-log.html
2. Extract entries older than 30 days into a dated archive file: Archive/interaction-log-YYYY-MM.html
3. Leave only the current month's entries in the main file
4. Add a note at the top of the main file linking to archived logs

Do NOT auto-archive without confirming with the user first.

6. Cross-Document Consistency Check

Scan for inconsistencies across documents. Common things to verify:

• Attorney contact status is identical in Action Plan, Attorney Research, and Attorney Options
• Risk assessment table matches across all documents that include one
• "Status" line (admin leave, no employer contact, etc.) is identical everywhere
• No document still says Rosati is #1 if ranking has been updated

Flag any inconsistencies to the user before completing sync.

7. Confirm Completion

Report to user:

• Files updated (list)
• PDFs regenerated (list with byte sizes)
• DOCX regenerated (list)
• Any inconsistencies found and fixed
• Memory file update summary
• Suggested next follow-up date (e.g., "Follow up on attorney emails by Feb 20 if no response")

When to Run

• End of any HIPAA session where new information was added
• After attorney calls or contacts
• After receiving any communication from HR, AHS, or the BON
• Before printing or sharing documents with an attorney
• Weekly while situation is active

Notes

• Never modify HDFlowsheet-HIPAA-Disclosure-v2 content without explicit user instruction — it is a legal document pending attorney review
• Never push any of these files to a git repo or cloud service
• The Source/ subfolder contains sensitive legal strategy — treat as confidential