PatientLead Navigator

Canonical Terms

These terms are the shared language of the Navigator. They name predictable system features so you can recognize patterns faster, and stop spending energy trying to solve structural constraints with personal effort.

Use

This is a vocabulary page. It supports interpretation and communication clarity. It is not clinical guidance.



I

The record and system memory

Functional Accuracy
Record standard
The standard to which medical records are held. Records are designed to satisfy billing, liability, and basic clinical safety, for example, “Is this a stroke.” They are not designed to capture your full lived experience. Link
Institutional Memory
System memory
The collective “knowledge” a healthcare system has of you. In fragmented systems, this memory resets frequently, forcing you to reconstruct your history from scratch. Link
Documentation Drift
Copy and compression
The process by which nuance is lost as records are copied, pasted, and summarized across different providers, often resulting in a flattened or inaccurate version of your history. The Meaning Drift Check tool in Month 2 detects this pattern in specific notes. Link
Alignment Effect
Credibility mechanism
The structural dynamic in which your credibility is assessed based on how closely your spoken account matches what appears in the chart. When your description aligns with the record, you are heard. When it diverges, even if you are correct and the record is wrong, the record is typically trusted over you. Link
Copy-Forward
Error propagation
The mechanism by which a note from one encounter is copied into subsequent records, carrying any errors, imprecise language, or misleading framing forward into the permanent chart. Once an inaccurate statement enters a note, copy-forward embeds it as established fact. Link
Diagnostic Drift
Label erosion
The process by which a confirmed diagnosis degrades as it moves through successive records and providers. A specific diagnosis like hemiplegic migraine may be compressed into "history of migraine" or "intermittent neurological complaints," losing the clinical specificity that protects against repeated workup. Link


III

System dynamics

Administrative Filter
Gatekeeping function
The function of referrals and gatekeeping. Rather than pathways to care, they often act as filters designed to manage institutional resources and costs. Link
Monitoring Tax
Ongoing cost
The sustained cognitive cost of watching for documentation errors, insurance denials, referral failures, and care gaps between appointments. The monitoring tax is distinct from both the illness burden and the effort of individual encounters. It is the standing cost of maintaining vigilance over a system that does not reliably self-correct. Link

IV

Impact and sustainability

Selective Engagement
Energy strategy
The advocacy strategy of choosing when to push for care and when to pull back to conserve energy, based on your current capacity and the likely yield of the encounter. The Navigator operationalizes this through a push, pause, or disengage decision frame. Link
Preparation Ceiling
Standing rule
A fixed limit on how much time and effort you invest in preparing for any single appointment. The preparation ceiling prevents unlimited escalation of pre-visit work and protects against the belief that enough preparation will guarantee a good outcome. Once set, it functions as a standing rule rather than a per-visit decision. Link
Insight-vs-Labor Boundary
Recognition limit
The threshold at which understanding a system pattern stops reducing your burden and starts creating new obligation. Recognizing that a note contains a documentation error is insight. Feeling responsible for correcting every error in every note crosses into labor. This boundary prevents structural awareness from becoming another unpaid task. Link
Vigilance Limit
Sustainability rule
A standing rule that defines when active system monitoring is warranted and when it should be suspended. The vigilance limit distinguishes between windows that require attention, such as after a provider transition or during an active authorization dispute, and stable periods where monitoring can safely drop to background awareness. Link

How to use this index

A fast structural reset after friction

This is your structural defense. When you feel that familiar spike of frustration after a difficult ER visit or a stalled referral, look at this list.

Finding the term for what is happening, such as a Compression Loop or Credibility Drift, re-centers the problem where it belongs, in the system's design. It allows you to say, "I am not failing; I am experiencing a predictable system feature."

If you want a quick starting point: identify the category first, then choose the closest term. After that, decide whether this encounter deserves engagement now, or whether Selective Engagement is the better call today.