Lookup Client For Medical Provider

Look up a client on behalf of a calling medical provider.

Vapi custom tool. Expects arguments:

• first_name: the patient's first name
• last_name: the patient's last name
• date_of_birth: the patient's date of birth (YYYY-MM-DD, optional)
• date_of_loss: the incident date (YYYY-MM-DD, optional)

At least one of date_of_birth or date_of_loss is required. When both are given, date of loss is the primary match key (much of the firm's DOB data is missing), with DOB corroborating. Returns one of three shapes:

• match=exact: name + date of loss matched; the matching case(s) with status, insurance records, and lien records, plus a dob_matched flag
• match=candidates: the union of clients sharing the date of birth and clients on a case with that date of loss, so the agent can retry with a corrected name if one was mis-transcribed
• match=none: nothing matched either date