FACESHEET INTAKE — CARETRACKER DESKTOP HELPER 0.2

For Chrome and Microsoft Edge on Windows or macOS.
Phones use the shared intake website; this helper is the desktop CareTracker
handoff. Mobile browser extension support is not assumed.

Open without hunting for a toolbar icon
With CareTracker's blank New Patient Details tab selected:
- Windows: Ctrl+Shift+Y
- Mac: Command+Shift+Y
The green F action button does the same thing. Chrome may require assigning the
shortcut at chrome://extensions/shortcuts if another extension already uses it.
Edge uses edge://extensions/shortcuts.

The helper opens a full-size review window. Its target is the precise browser
tab where it was invoked. Opening a file chooser or returning to CareTracker
will not dismiss the review window. Closing the window clears its in-memory data.

Workflow
1. Search CareTracker for an existing patient before choosing New. This helper
   currently supports new drafts only, not existing-patient edits or matching.
2. Select the blank Patient Details tab and invoke the helper with the shortcut.
3. Import the reviewed JSON exported by the intake app.
4. Review every proposed destination and value. Confirm the identity/match review.
5. Initially leave primary insurance filling off. To include insurance numbers,
   manually select and verify insurer, plan, subscriber and sequence in CareTracker.
6. Member # and Subscriber # keep their labels. Policy # stays separate and needs
   an explicit destination choice; conflicting identifiers block a proposed plan.
7. Fill blank draft fields. Inspect skipped or not-retained values. Complete
   required clinical/registration details and select Save yourself when appropriate.
   The helper never clicks Save or submits a patient form.

Fictional end-to-end example
Click Try a fictional end-to-end example in the helper window. It opens a packaged
mock registration page and a second review window with fictional data preloaded.
The mock page is visibly labeled and cannot create an EMR record. Complete the
review checks and fill its draft. The mock Save counter should remain zero.
The permitted mock URL is exactly this extension's own runtime origin and
/demo-registration.html?EID=0. Other extension origins/paths are rejected.
This demo is intended to exercise Chrome's real scripting API and browser DOM.
Local automated tests have run; live Chrome execution must still be checked.

Installation / update
Keep this folder in a stable LOCAL location, such as the user's Applications
folder, rather than an online-only iCloud folder. In Chrome/Edge Extensions,
Developer mode > Load unpacked > select the folder containing manifest.json.
For an existing installation, replace its files and choose Reload on its card.
No extra permissions were added in 0.2: activeTab and scripting only.
No background mailbox access, passwords, telemetry or persistent patient storage.

Validation and limits
Targets were inspected on the actual blank CareTracker registration form.
Automated local tests cover identity/origin guards, distinct identifiers, US
phone splitting, missing target preflight, maximum lengths, no overwrites and
read-back failures. The new own-extension demo guard is also tested.
No real patient record has been filled or saved while developing this version.
Payer matching, secondary insurance, subscriber entities, provider choices,
consents, country/default address settings and registration completion remain
manual. CareTracker change handlers may refresh or validate the page; review
all fields and verify the saved record in CareTracker after a real submission.
