Search Clinical Notes

Overview

search_clinical_notes searches FHIR clinical notes (DocumentReference resources) for a given patient within a
date range and for specific text. If no search_text is provided, the most recent notes are returned instead.
Returns matching notes and relevant metadata. Passing note_category="Insurance Policy" repurposes this same tool
as an entry point for insurance policy document search — see Insurance & Policy.

Required Parameters

None — all parameters are optional.

Optional Parameters

person_id (string)

• Default: None
• The identifier of the person whose FHIR records are to be retrieved. If not provided, extracted from the access token.

start_date / end_date (date, YYYY-MM-DD)

• Default: None
• Inclusive date bounds for filtering notes. No bound applied if omitted.

search_text (string)

• Default: None
• Text to search for within the patient's clinical notes. Optional but recommended to narrow results.

number_of_notes (integer)

• Default: 10
• Number of top matching notes to return.

use_similarity_search (boolean)

• Default: true
• If true, performs semantic similarity search; if false, uses traditional keyword search.

note_category (string, one of the FHIR_NOTE_CATEGORIES literal, e.g. "Insurance Policy", "History of Immunization", "Progress Note")

• Default: None
• Broad, LOINC Document Ontology "Class"-based filtering by category. Must be an exact string from the allowed list; if omitted, no category filtering is applied.

note_type (string, one of the FHIR_NOTE_TYPES literal, e.g. "Discharge Summary", "Consultation Note", "Radiology Report")

• Default: None
• Fine-grained filtering by a specific LOINC-coded document type. Must be an exact string from the allowed list; if omitted, all note types are included.

debug (boolean)

• Default: false
• Whether to display debugging information (including warnings about invalid note_category/note_type values).

Returns

FhirNotesSearchOutput — notes (list of matching FhirNote objects) and query (the search query used).

Notes

Invalid note_category or note_type values are validated and logged as warnings rather than raising an error;
the tool falls back to no filtering on that field.