Periodontal health literacy stratified intervention and re-visit preparation method and system

Abstract

The present application relates to the field of medical health information processing and medical informatics technology, and particularly relates to a periodontal health literacy stratified intervention and reexamination preparation method and system. The method comprises the following steps: obtaining a patient identifier, a periodontal examination record and a health literacy questionnaire record, generating a periodontal state record and a health literacy state record after verification, and binding them as a double-state associated record; jointly matching an intervention task template to generate an intervention task instance and a reexamination time window; receiving a confirmed treatment item, matching a treatment package material list and calculating the consumption material demand to generate a treatment package demand record; combining the reexamination time window, the actual inventory, the reserved quantity, the in-transit quantity, the expected arrival time and the validity period to calculate the available inventory quantity and generate a treatment package preparation state; and performing closed-loop feedback adaptive optimization to reversely adjust the template matching weight, the data validity period or the task content. The present application effectively improves the record consistency and the accuracy of the treatment package preparation state determination.

Description

Technical Field

[0001] This invention relates to the fields of medical and health information processing and medical informatics, and in particular to a method and system for stratified intervention of periodontal health literacy and preparation for follow-up visits. Background Technology

[0002] In the fields of healthcare information processing and medical informatics, periodontal patient health intervention and follow-up preparation plans typically utilize periodontal examination records, questionnaire records, and basic patient information. Based on periodontal health status or risk level, they generate patient education content, follow-up plans, and follow-up reminders. In the treatment preparation stage, clinic inventory systems usually generate stocking records or replenishment information based on treatment items, medical consumable needs, actual inventory, and expiration dates. While these solutions can separately handle patient status classification, follow-up arrangements, and medical consumable inventory management, problems arise when periodontal examination records, health literacy questionnaire records, follow-up tasks, and inventory records have different data sources, validity periods, and record versions. These issues can lead to problems such as mixed use of status records, discontinuous connections between intervention tasks and follow-up appointment times, and inconsistent material preparation bases.

[0003] Existing solutions often directly match intervention content based on a single risk level or comprehensive score, and form follow-up plans through fixed follow-up visit cycles. Health literacy questionnaires are usually used as a component of disease risk scoring, or only for selecting content formats, making it difficult to retain corresponding versions and valid statuses for periodontal health conditions. The resulting personalized solutions typically output content pushes or time reminders, lacking continuous recording of task nodes, relative time conditions, and task dependencies. When examination records, questionnaire records, or follow-up visit arrangements change, version inconsistencies easily arise between the original intervention tasks and the new status records. The technical essence of the above problems lies in the fact that existing technologies lack data structure designs and corresponding automated processing logic to bind, link, and align multiple types of medical data with different sources, validity periods, and version management mechanisms within the same processing cycle.

[0004] Regarding the preparation of treatment materials, existing solutions typically use current inventory, preset inventory, historical consumption, or appointment dates as the basis for consumable preparation. Some solutions verify the expiration date of inventory or the quantity in transit, but there is a lack of continuous correlation between the follow-up visit time, treatment confirmation records, treatment package material lists, and inventory batches. When the follow-up visit time is earlier or later, the estimated arrival time of the original quantity in transit, the expiration date of the inventory batch, and the reserved quantity may no longer correspond to the current follow-up visit schedule, easily leading to a discrepancy between the available inventory quantity and the actual demand for treatment packages.

[0005] Regarding the joint processing of periodontal status records, health literacy status records, follow-up appointment windows, treatment confirmation records, and medical consumable inventory, existing technologies still have shortcomings in areas such as the association of different version statuses, the connection between patient intervention tasks and follow-up appointment times, and the constraints of follow-up appointment times on inventory availability. Therefore, it is necessary to address the technical issues arising from the misuse of status records due to differences in the source, validity period, and version of periodontal examination records and health literacy questionnaire records, the discontinuity in the connection between stratified results and patient intervention tasks and follow-up appointment arrangements due to data link gaps, and the difficulty in aligning current inventory, in-transit quantities, and material expiration dates with individualized patient follow-up appointment schedules over time. Summary of the Invention

[0006] To address the aforementioned technical problems, this invention provides a method for stratified intervention and follow-up preparation for periodontal health literacy based on structured medical data processing, executed by a computer system. The method generates a dual-state associated record by performing structured data verification and version binding on periodontal examination records and health literacy questionnaire records. Using the structured fields in the dual-state associated record as input, it automatically matches and instantiates intervention task templates. Based on the follow-up appointment time window values ​​generated after instantiation, it performs time-dimensional filtering on the inventory data, ultimately outputting a structured record of the treatment package preparation status, including:

[0007] S100: Obtain patient identification, periodontal examination record, and health literacy questionnaire record; verify the integrity and data validity period respectively, generate periodontal status record and health literacy status record, and bind the corresponding version identifier with the patient identification and processing cycle to generate dual-status association record;

[0008] S200. Based on the dual-state association record, the periodontal status record and the health literacy status record are used to match the intervention task template; the task nodes, relative time conditions and task dependencies of the intervention task template are bound to the dual-state association record to generate an intervention task instance and a follow-up time window with the earliest follow-up time and the latest follow-up time.

[0009] S300: Receive treatment item confirmation records based on the intervention task instance; match the confirmed treatment items with the treatment package material list, calculate the consumable requirements, and generate a treatment package requirement record bound to the intervention task instance;

[0010] S400. Based on the treatment pack demand record, deduct the reserved quantity from the actual inventory with the validity period covering the latest follow-up time, and include the quantity in transit with the expected arrival time no later than the earliest follow-up time and the validity period covering the latest follow-up time in the available inventory quantity; compare the available inventory quantity with the consumable demand quantity to generate a treatment pack preparation status;

[0011] S500: Based on the treatment package preparation status, follow-up visit time change record, or treatment item change record, perform closed-loop feedback adaptive optimization.

[0012] Furthermore, the periodontal examination record includes examination time, tooth position, probing depth (PD), clinical attachment loss (CAL), bleeding index (BI), smoking status, diabetes status, and doctor confirmation status.

[0013] The health literacy questionnaire records include the questionnaire version, actual registration time, respondents, content comprehension dimensions, health information usage dimensions, content format preferences, and family members' willingness to cooperate.

[0014] The examination time and the actual registration time are compared with the current system time to generate the periodontal data validity status and the questionnaire validity status.

[0015] The dual-state association record is generated when both the periodontal data and the questionnaire are valid.

[0016] Furthermore, the periodontal status record includes periodontitis stage, periodontitis grade, rule version, and effective status;

[0017] The health literacy status record includes health literacy level, questionnaire version, content format preference, family cooperation status, and validity status.

[0018] The dual-state association record binds the periodontal status record, health literacy status record, rule version, and questionnaire version of the same patient within the same treatment cycle.

[0019] Furthermore, the intervention task template includes applicable conditions, task nodes, executing entities, relative time conditions, task dependencies, completion conditions, failure conditions, and template version;

[0020] The periodontitis staging, periodontitis grading, and health literacy level are matched together with the applicable conditions;

[0021] The intervention task templates are filtered according to their validity status, and template binding records are generated, including the rule version, the questionnaire version, and the template version.

[0022] Furthermore, the task nodes include patient education tasks, patient confirmation tasks, family collaboration tasks, and clinic preparation tasks;

[0023] The relative time conditions include the standard registration time, the number of days in advance, and the number of days in delay;

[0024] The earliest follow-up appointment time is generated by subtracting the number of days in advance from the standard registration time, and the latest follow-up appointment time is generated by adding the number of days in delay to the standard registration time.

[0025] According to the task dependency relationship, the task execution status of the clinic preparation task is updated when the patient confirms that the task meets the completion conditions.

[0026] Furthermore, the treatment item confirmation record includes the treatment item code, the tooth position treated, the number of treatments, the doctor's confirmation status, and the treatment item version;

[0027] When the doctor confirms the status as confirmed, the bill of materials version that is in a valid state is matched according to the treatment item code and the treatment tooth position;

[0028] The bill of materials for the treatment pack includes material code, applicable treatment items, applicable tooth positions, unit dosage, and bill of materials version; multiplying the unit dosage by the treatment quantity generates the consumable requirement for each medical consumable.

[0029] Furthermore, the available inventory quantity is calculated according to the material code;

[0030] Add up the quantities of inventory batches with an expiration date no earlier than the latest follow-up visit time to generate the effective actual inventory quantity;

[0031] The unreserved inventory quantity is generated by subtracting the reserved quantity from the effective actual inventory quantity.

[0032] The available inventory quantity is generated by adding the quantity of goods in transit with an estimated arrival time no later than the earliest follow-up visit time and an expiration date no earlier than the latest follow-up visit time to the quantity of goods not reserved.

[0033] Based on the comparison between the available inventory quantity corresponding to each material code and the demand for consumables, a status of "fully stocked", "partially short", or "unable to be fully stocked on time" is generated.

[0034] Furthermore, it receives records of changes to follow-up appointment times, treatment items, or inventory feedback;

[0035] Based on the patient identifier, the processing cycle, and the corresponding version identifier, determine the associated intervention task instance, treatment package requirement record, and treatment package preparation status;

[0036] When the follow-up visit time changes, update the earliest follow-up visit time and the latest follow-up visit time, and recalculate the available inventory quantity;

[0037] When the treatment item is changed, the original treatment package requirement record is cancelled, and the consumable requirement is recalculated based on the changed treatment item confirmation record.

[0038] When the inventory feedback changes, the treatment pack preparation status is regenerated, and a status transition record is generated.

[0039] Furthermore, an idempotent identifier is generated based on the patient identifier, the processing cycle, and the treatment item version;

[0040] When a treatment confirmation record with the same idempotent identifier is received, duplicate request interception is performed;

[0041] An unknown inventory status is generated when no inventory feedback is received; when the doctor confirms that the status has changed to cancel, the incomplete clinic preparation task and the original treatment package requirement record are cancelled, the reserved quantity is released, and the reserved release record and status transition record are retained.

[0042] Furthermore, a periodontal health literacy stratified intervention and follow-up visit preparation system, said system being used to implement the method described in any of the above, including:

[0043] The dual-state generation module is used to obtain patient identification, periodontal examination records, and health literacy questionnaire records. It performs integrity verification and data validity verification on the periodontal examination records and the health literacy questionnaire records respectively, generates periodontal status records and health literacy status records, and binds the corresponding version identifier with the patient identification and processing cycle to generate dual-state association records.

[0044] The intervention task generation module, based on the dual-state association record, matches the intervention task template with the periodontal status record and the health literacy status record, binds the task nodes, relative time conditions and task dependencies of the intervention task template with the dual-state association record, and generates an intervention task instance and a follow-up time window with the earliest follow-up time and the latest follow-up time.

[0045] The treatment package requirement generation module receives treatment project confirmation records based on the intervention task instance, matches the confirmed treatment projects with the treatment package material list, calculates the consumable requirements, and generates a treatment package requirement record bound to the intervention task instance.

[0046] The inventory preparation status determination module, based on the treatment pack demand record and the follow-up visit time window, deducts the reserved quantity from the actual inventory with the validity period covering the latest follow-up visit time, and includes the quantity in transit with the expected arrival time no later than the earliest follow-up visit time and the validity period covering the latest follow-up visit time into the available inventory quantity, compares the available inventory quantity with the consumable demand quantity, and generates the treatment pack preparation status.

[0047] The closed-loop feedback optimization module performs closed-loop feedback adaptive optimization based on the treatment package preparation status, follow-up visit time change record, or treatment item change record.

[0048] The following are its main beneficial effects:

[0049] (1) To address the problem of mixed use of status records caused by different sources, validity periods and versions of periodontal examination records and health literacy questionnaire records, the periodontal status records and health literacy status records are kept independent and have a clear scope of association by verifying the two types of records separately, generating status separately and binding the corresponding versions and processing periods. The rule version and questionnaire version used for status records can be retained with the processing period.

[0050] (2) To address the issue of discontinuity between the stratification results and patient intervention tasks and follow-up appointments, the intervention task template is matched using dual states. The task nodes, execution subjects, relative time conditions, and task dependencies are converted into intervention task instances, so that patient education tasks, patient confirmation tasks, family collaboration tasks, and clinic preparation tasks are linked in the same processing cycle. The follow-up appointment time window also serves as the time input for the preparation of subsequent treatment materials.

[0051] (3) To address the technical problem that the current inventory, in-transit quantity and material validity period are difficult to correspond to the actual follow-up appointment arrangements of patients, resulting in the failure of time dimension data alignment, the doctor confirmation status field in the treatment item confirmation record is used as a condition switch automatically triggered by the system to restrict the generation of treatment package demand. The earliest follow-up appointment time in the follow-up appointment time window is used as the in-transit arrival time screening threshold, and the latest follow-up appointment time is used as the inventory validity period screening threshold to filter the in-transit arrival time and material validity period respectively. At the same time, the reserved quantity is deducted to achieve accurate alignment of the available inventory quantity with the individualized follow-up appointment time window of the patient in the time dimension, and form a structured output of complete status, partial gap status or failure to complete status on schedule.

[0052] (4) To address the technical shortcomings of existing technologies where modules operate in a unidirectional, sequential manner and cannot achieve inter-module collaborative optimization, a closed-loop feedback adaptive optimization mechanism is established, from downstream inventory preparation status to upstream intervention task template matching and status validity management. This mechanism enables real-time reverse correction of intervention template matching weights, data validity parameters, and task content based on inventory gap information, follow-up visit time deviation information, and treatment item change information, thereby achieving dynamic coupling and collaborative optimization among multiple modules. Specifically:

[0053] When the material shortage rate exceeds the threshold, the template matching priority of the treatment items corresponding to the high shortage materials is automatically reduced or the template matching of alternative treatment items is triggered, thus avoiding the rescheduling of follow-up visits due to material shortages.

[0054] When there is a significant change in the follow-up appointment time, the validity period threshold of periodontal data and questionnaire data is automatically adjusted to keep the data validity period dynamically matched with the follow-up appointment time window, thus avoiding the invalidation of originally valid examination data due to the delay in the follow-up appointment time.

[0055] When treatment programs are changed, the content of incomplete educational and confirmation tasks is automatically updated, preventing discrepancies between the educational content received by patients and the actual treatment programs due to changes in treatment programs.

[0056] The aforementioned closed-loop feedback mechanism transforms the modules from simple splicing of independently operating known units into a bidirectional adaptive closed loop of "state assessment → task generation → material calculation → inventory determination → feedback correction → state update," producing a collaborative optimization effect that cannot be achieved by a single module running alone. Moreover, this collaborative effect is not obvious to those skilled in the art and cannot be deduced from the individual functions of each module. Attached Figure Description

[0057] Figure 1 A flowchart illustrating a method for stratified intervention and follow-up visit preparation for periodontal health literacy provided in this application embodiment;

[0058] Figure 2 This is a structural block diagram of a periodontal health literacy stratified intervention and follow-up visit preparation system provided in an embodiment of this application. Detailed Implementation

[0059] Example 1: Refer to Figure 1 This is a flowchart illustrating a method for stratified intervention and follow-up examination preparation for periodontal health literacy provided in an embodiment of the present invention. The process may include at least steps S100-S400:

[0060] It should be noted that all steps of the method of the present invention are executed automatically by functional modules in a computer system. The object of processing is structured data such as generated periodontal examination records, health literacy questionnaire records and inventory records. It does not directly use living human or animal bodies as the object of implementation. Its direct purpose is to generate the treatment package preparation status to assist clinics in preparing materials for follow-up visits, rather than to obtain disease diagnosis results or health status. Therefore, it does not belong to the diagnosis and treatment methods for diseases.

[0061] S100: Obtain patient identification, periodontal examination record, and health literacy questionnaire record; verify the integrity and data validity period respectively, generate periodontal status record and health literacy status record, and bind the corresponding version identifier with the patient identification and processing cycle to generate dual-status association record;

[0062] S200. Based on the dual-state association record, the periodontal status record and the health literacy status record are used to match the intervention task template; the task nodes, relative time conditions and task dependencies of the intervention task template are bound to the dual-state association record to generate an intervention task instance and a follow-up time window with the earliest follow-up time and the latest follow-up time.

[0063] S300: Receive treatment item confirmation records based on the intervention task instance; match the confirmed treatment items with the treatment package material list, calculate the consumable requirements, and generate a treatment package requirement record bound to the intervention task instance;

[0064] S400. Based on the treatment pack demand record, deduct the reserved quantity from the actual inventory with the validity period covering the latest follow-up time, and include the quantity in transit with the expected arrival time no later than the earliest follow-up time and the validity period covering the latest follow-up time into the available inventory quantity; compare the available inventory quantity with the consumable demand quantity to generate a treatment pack preparation status.

[0065] S100. Obtain patient identification, periodontal examination record, and health literacy questionnaire record; verify the integrity and data validity period respectively, generate periodontal status record and health literacy status record, and bind the corresponding version identifier with the patient identification and processing cycle to generate dual-state association record.

[0066] This step is performed by a dual-state generation module. This module is located on the medical institution's server and is connected to the periodontal electronic medical record, the doctor's operating terminal, and the patient questionnaire terminal. The periodontal electronic medical record provides the patient identifier and the periodontal examination record; the patient questionnaire terminal provides the health literacy questionnaire record; and the doctor's operating terminal provides the doctor's confirmation status of the periodontal examination record. The dual-state generation module also retrieves periodontal stratification rules and rule versions from the rule base, and retrieves the questionnaire version, health literacy level threshold, and data validity period from the questionnaire configuration library.

[0067] The patient identifier is a unique record identifier assigned to a patient by the medical institution, used to associate the same patient's periodontal examination records, health literacy questionnaire records, intervention task instances, treatment project confirmation records, and inventory preparation records. The patient identifier can be an internal patient number of the medical institution; in one embodiment, the patient questionnaire terminal does not store the patient's name, but instead receives the patient identifier sent by the medical institution's server, and returns the completed health literacy questionnaire record to the medical institution's server after binding it with the patient identifier.

[0068] The periodontal examination record is a structured record stored on the doctor's operating terminal or in the electronic periodontal medical record. It includes examination time, tooth position, probing depth (PD), clinical attachment loss (CAL), bleeding index (BI), smoking status, diabetes status, and doctor confirmation status. PD stands for Probing Depth; CAL for Clinical Attachment Loss; and BI for Bleeding Index. Tooth position is used to distinguish different teeth or examination sites; the doctor confirmation status indicates whether the periodontal examination record has been reviewed by a doctor. The dual-status generation module does not modify the clinical parameters in the periodontal examination record but matches the doctor-confirmed record fields according to the configured periodontal stratification rules.

[0069] The health literacy questionnaire record is a structured record submitted by the patient or their family through the patient questionnaire terminal. It includes the questionnaire version, actual registration time, respondent, content comprehension dimension, health information usage dimension, content format preference, and family member's willingness to collaborate. The respondent is used to distinguish between questionnaires completed by the patient themselves and those completed by a family member on their behalf. The content comprehension dimension includes the patient's understanding of periodontal examination instructions, daily oral care instructions, and follow-up appointment precautions. The health information usage dimension includes the questionnaire results of identifying, selecting, and executing oral care information. The content format preference records the patient's choice of text, images, audio, or video format. The family member's willingness to collaborate records whether the patient agrees to send collaborative tasks to a designated family member. In one implementation, each dimension consists of multiple questionnaire items. The questionnaire configuration library stores item identifiers, option codes, scores, and their respective dimensions. The dual-state generation module reads the corresponding configuration according to the questionnaire version.

[0070] When a periodontal examination record is archived or a health literacy questionnaire record is submitted, the dual-state generation module initiates an integrity check. For the periodontal examination record, the integrity check includes verifying whether the patient identification, examination time, tooth position, PD, CAL, BI, and doctor confirmation status have recorded values. For the health literacy questionnaire record, the integrity check includes verifying whether the questionnaire version, actual registration time, respondent, and all mandatory questionnaire items have recorded values. When the format of a field record value is inconsistent with the field configuration, the dual-state generation module retains the original field, generates a field format anomaly flag, and writes the corresponding record to a pending review status. When a field is missing, the periodontal examination record generates a periodontal data supplementation pending status, and the health literacy questionnaire record generates a questionnaire retest pending status.

[0071] After completing the integrity verification, the dual-state generation module performs a data validity period verification. The data validity period is configured in both the periodontal stratification rules and the questionnaire configuration. Specifically, the dual-state generation module calculates a first time interval between the current system time and the examination time, and compares this first time interval with the periodontal examination data validity period to generate a periodontal data validity status. The dual-state generation module also calculates a second time interval between the current system time and the actual registration time, and compares this second time interval with the questionnaire data validity period to generate a questionnaire validity status. In one implementation, the periodontal examination data validity period is set to 30 days, and the questionnaire data validity period is set to 90 days. These times are merely one configuration example; medical institutions can set other validity periods in the rule version.

[0072] When both the periodontal data and the questionnaire are valid, the dual-state generation module invokes the periodontal stratification rules. These rules include rule versions, effective time intervals, applicable examination fields, field matching conditions, periodontitis staging output, and periodontitis grading output. The dual-state generation module filters rule versions whose effective time intervals cover the examination time and whose status is valid. If multiple valid rule versions exist, they are sorted by release time, and the rule version listed first is read. If the applicable fields of a rule version are inconsistent with the periodontal examination record, a rule version conflict flag is generated, and the generation of periodontal status records is paused.

[0073] The dual-state generation module uses the doctor's confirmed status in the periodontal examination record as the rule matching condition; it reads the PD, CAL, and BI corresponding to different tooth positions and combines them with the smoking status, diabetes status, and matching conditions in the rule version to generate periodontitis staging and periodontitis grading. The periodontal status record includes patient identifier, examination record identifier, periodontitis stage, periodontitis grading, rule version, examination time, record generation time, and validity status. The periodontitis stage and periodontitis grading are task matching fields based on the structured examination record and are subsequently used to match intervention task templates.

[0074] For the health literacy questionnaire record, the dual-state generation module reads the option scores for each question according to the questionnaire version, and calculates the content comprehension dimension score and the health information usage dimension score respectively. The content format preference and family cooperation willingness are not included in the periodontitis staging or periodontitis grading, but are treated as independent fields in the health literacy status record. The dual-state generation module compares the scores of each dimension with the health literacy level threshold corresponding to the questionnaire version to generate a health literacy level. The health literacy status record includes patient identifier, questionnaire record identifier, health literacy level, questionnaire version, content format preference, family cooperation status, actual registration time, record generation time, and validity status.

[0075] In one implementation, the health literacy questionnaire uses a 100-point scale, with health literacy level thresholds including a first threshold and a second threshold. A first health literacy level is generated when the score is below the first threshold; a second health literacy level is generated when the score is not lower than the first threshold but lower than the second threshold; and a third health literacy level is generated when the score is not lower than the second threshold. The first, second, and third health literacy levels are used as matching fields for the intervention task template. When the questionnaire questions or thresholds are adjusted, a new questionnaire version is generated in the questionnaire configuration library, while the already generated health literacy status records remain bound to the original questionnaire version.

[0076] The processing cycle represents the shared scope of a single periodontal examination, health literacy questionnaire, intervention task, and follow-up preparation record for the same patient. The processing cycle includes a processing cycle identifier, a patient identifier, a start time, and a cycle status. In one implementation, the processing cycle begins with the archiving time of a valid periodontal examination record. If no processing cycle for the same patient is currently in progress, the dual-state generation module generates a new processing cycle identifier. If a processing cycle for the same patient is already in progress, the dual-state generation module compares the new record with the examination time, rule version, and record status of that processing cycle; if the update conditions are met, a new status record version is generated, while the original status record is retained.

[0077] When both the periodontal status record and the health literacy status record are valid, the dual-state generation module binds the patient identifier, the processing cycle identifier, the periodontal status record, the health literacy status record, the rule version, and the questionnaire version to generate a dual-state associated record. The dual-state associated record also includes the associated record generation time, the periodontal status record identifier, the health literacy status record identifier, and the associated valid status. If the generation time of the periodontal status record and the health literacy status record exceeds the configured allowable time interval, the dual-state generation module does not generate a valid dual-state associated record. Instead, it marks the earlier record as pending update and generates a corresponding data supplementation task or questionnaire retest task.

[0078] In one implementation, the patient is identified as P202607001; the periodontal examination record shows the examination date as July 1, 2026, the doctor's confirmation status as "confirmed," and the periodontal stratification rule version as R-PERIO-2026.2; the actual registration date of the health literacy questionnaire is July 3, 2026, and the questionnaire version is Q-HL-2026.1. The current system time is July 5, 2026, and both records are within their corresponding data validity period. The dual-state generation module generates a periodontal status record with periodontitis stage III and periodontitis grade B based on the rule version; it also generates a health literacy status record with a second health literacy level, preference for graphic content format, and family cooperation status of "agree" based on the questionnaire version; subsequently, the two status records are bound to the processing cycle C202607001 to form a dual-state association record A202607001.

[0079] The dual-state association record serves as the input to S200. S200 reads the periodontitis stage, periodontitis grade, health literacy level, content format preference, family cooperation status, rule version, questionnaire version, patient identifier, and treatment cycle identifier from the record. If the dual-state association record has a status of periodontal data pending supplementation, questionnaire pending retesting, or rule version conflict marker, S200 does not perform formal intervention task template matching and retains the corresponding abnormal status for subsequent record updates.

[0080] S200. Based on the dual-state association record, the periodontal status record and the health literacy status record are used to match the intervention task template; the task nodes, relative time conditions and task dependencies of the intervention task template are bound to the dual-state association record to generate an intervention task instance and a follow-up time window with the earliest follow-up time and the latest follow-up time.

[0081] This step is performed by the intervention task generation module. The intervention task generation module receives the dual-state association record generated by S100 and retrieves multiple intervention task templates in an active state from the intervention task template library. The intervention task template library can be located on a medical institution's server and consists of approved template configuration records; each intervention task template has a template identifier, template version, effective time interval, applicable conditions, task node, executing entity, relative time conditions, task dependencies, completion conditions, and expiration conditions.

[0082] The applicable conditions are the matching conditions between the template and the dual-state associated records, including the applicable scope of periodontitis staging, the applicable scope of periodontitis grading, the applicable scope of health literacy level, content format preference conditions, and family cooperation status conditions. The intervention task generation module does not generate independent task templates based on the periodontal status record and the health literacy status record separately. Instead, it uses the periodontitis staging, the periodontitis grading, and the health literacy level together as input for a single template matching. Only when multiple applicable conditions of the same intervention task template match the corresponding fields in the dual-state associated records will the template enter the candidate template set.

[0083] The task nodes represent task records that need to be generated within the current processing cycle. These task nodes include patient education tasks, patient confirmation tasks, family collaboration tasks, and clinic preparation tasks. The patient education task carries the content identifiers selected from the intervention knowledge content, the implementing entity, and the planned delivery time; the patient confirmation task records the patient's confirmation status regarding the intervention knowledge content and follow-up appointment arrangements; the family collaboration task is generated based on the family collaboration status; and the clinic preparation task records the follow-up appointment time window and the status of subsequent treatment preparation. The task nodes can be selected according to the template's applicability conditions; it is not required that every intervention task instance contain all task nodes.

[0084] The executing entity is the identifier of the entity responsible for receiving or completing task nodes, and its values ​​include patient, family member, and clinic. The content format preference is used to match the intervention knowledge content format in the patient education task. In one implementation, when the content format preference in the health literacy status record is text and images, the intervention task generation module filters records from the intervention knowledge content whose content format field is text and images and whose content version is active, and writes the corresponding content identifier into the patient education task; when the content format preference is audio or video, the corresponding format is filtered according to the same processing method. The content format matching does not change the periodontal status record and the health literacy status record.

[0085] The relative time condition is a task time configuration set relative to the standard registration time, which includes the standard registration time, the number of days in advance, and the number of days in delay. The standard registration time can be generated by the intervention task template according to the periodontitis stage, periodontitis grade, and the start time of the current treatment cycle; in another embodiment, the standard registration time is confirmed by the doctor's operating terminal and written into the instance record of the intervention task template. The intervention task generation module subtracts the number of days in advance from the standard registration time to generate the earliest follow-up appointment time; it adds the number of days in delay to the standard registration time to generate the latest follow-up appointment time; the earliest follow-up appointment time and the latest follow-up appointment time together constitute the follow-up appointment time window.

[0086] The task dependency relationship represents the sequential execution conditions between multiple task nodes. The task dependency relationship includes the identifier of the preceding task node, the identifier of the subsequent task node, and the completion status of the preceding task. In one implementation, the patient education task is a preceding task of the patient confirmation task; the patient confirmation task is a preceding task of the clinic preparation task; when the family cooperation status in the health literacy status record is "agree," the family cooperation task and the patient confirmation task jointly serve as preceding tasks of the clinic preparation task. When the preceding task does not meet the completion conditions, the task execution status of the subsequent task is set to "not started"; when the preceding task meets the completion conditions, the intervention task generation module updates the task execution status of the subsequent task to "pending execution."

[0087] The completion conditions include the matching relationship between the task execution result, the actual registration time, or the confirmation status and the template configuration. For example, the completion condition for a patient education task can be configured as the patient's questionnaire terminal returns a signed record; the completion condition for a patient confirmation task can be configured as the patient returns a follow-up visit confirmation result; the completion condition for a family collaboration task can be configured as the family's terminal returns a confirmation record; and the completion condition for a clinic preparation task can be configured as the treatment package preparation status being written into the task record. The failure conditions include the task exceeding the latest execution time, the corresponding status record becoming invalid, the treatment project being canceled, or the processing cycle being closed.

[0088] The intervention task generation module filters candidate templates according to the effective time range of the template version. When multiple candidate templates meet the applicable conditions, the priority record in the template configuration is read, and the target intervention task template is filtered according to the priority from high to low; when multiple candidate templates have the same priority, they are sorted according to the release time of the template version. When no target intervention task template is matched, a template pending configuration status is generated; in one embodiment, the system calls a general patient education template that does not contain a treatment preparation node, and sends the template pending configuration status to the doctor's terminal for review.

[0089] After determining the target intervention task template, the intervention task generation module generates a template binding record. The template binding record includes the patient identifier, treatment cycle identifier, dual-state association record identifier, rule version, questionnaire version, template identifier, template version, and binding time. Already generated intervention task instances retain their original template versions; when a new version is added to the template library, it does not directly overwrite intervention task instances that are currently in execution. When a doctor performs a template re-matching operation for the current treatment cycle, the intervention task generation module writes any incomplete original task nodes as invalid and then generates new task nodes based on the new template version.

[0090] The intervention task generation module converts the general task nodes in the target intervention task template into task records bound to patient identifiers and treatment cycles. Each task record includes a task identifier, patient identifier, treatment cycle identifier, task type, executor, planned start time, planned end time, task execution status, prerequisite task identifiers, completion conditions, failure conditions, and template version. The relative time conditions are converted into specific times and then written into the planned start time and planned end time; the task dependencies are converted into prerequisite task identifiers between each task record.

[0091] In one implementation, the dual-state association record A202607001 generated by S100 includes periodontitis stage III, periodontitis grade B, second health literacy level, preference for graphic and text content format, and family cooperation status of "agree". The intervention task generation module matches the above fields together and filters template version T-III-B-L2-2026.1. This template includes graphic and text patient education tasks, patient confirmation tasks, family cooperation tasks, and clinic preparation tasks; the standard registration time in the template is October 5, 2026, with an advance period of 7 days and a delay period of 14 days. The intervention task generation module generates the earliest follow-up visit time of September 28, 2026, and the latest follow-up visit time of October 19, 2026, forming a follow-up visit time window; then, multiple task nodes are bound to patient identifier P202607001 and processing cycle C202607001 to generate intervention task instance I202607001.

[0092] When the patient questionnaire terminal returns the task execution result, the intervention task generation module updates the task execution status of the corresponding task node according to the task identifier. After the patient education task is completed, the patient confirmation task enters the pending execution state; after both the patient confirmation task and the family collaboration task meet the completion conditions, the clinic preparation task enters the pending execution state. When the patient returns a request to change the follow-up visit time, the intervention task generation module does not directly overwrite the original follow-up visit time window, but generates a follow-up visit time change record, and retains the earliest follow-up visit time, the latest follow-up visit time and the record version before and after the change, so that S400 can recalculate the available inventory quantity.

[0093] The intervention task instance and the follow-up visit time window serve as inputs to S300 and S400. S300 reads the patient identifier, processing cycle identifier, clinic preparation task identifier, and template version from the intervention task instance, and receives the corresponding treatment item confirmation record. S400 reads the earliest and latest follow-up visit times from the follow-up visit time window, which are used to filter the estimated arrival time of the in-transit quantity and the expiration date of the inventory batch, respectively. If a task node is in an invalid state or the processing cycle is closed, subsequent steps will not generate new treatment package requirement records.

[0094] S300: Receive treatment item confirmation records based on the intervention task instance; match the confirmed treatment items with the treatment package material list, calculate the consumable requirements, and generate a treatment package requirement record bound to the intervention task instance.

[0095] This step is executed by the treatment package requirement generation module. This module receives the intervention task instance and follow-up appointment time window generated by S200, and receives the treatment item confirmation record through the doctor's operating terminal or the treatment plan system. The treatment item confirmation record is a structured record formed after the doctor confirms the treatment plan, and includes patient identifier, treatment cycle identifier, treatment item code, treated tooth position, number of treatments, doctor confirmation status, treatment item version, record generation time, and estimated treatment time.

[0096] The treatment item code is used to match applicable treatment items in the treatment package bill of materials; the treatment tooth position is used to filter applicable tooth positions in the bill of materials; the treatment quantity indicates the number of items or tooth positions for the same treatment item in the current processing cycle; the doctor confirmation status includes pending confirmation, confirmed, changed, and canceled; the treatment item version is used to distinguish different records of treatment items in the same processing cycle. The treatment package requirement generation module only performs treatment package bill of materials matching when the doctor confirmation status is confirmed; when the doctor confirmation status is pending confirmation, a treatment item pending confirmation status is generated, and the clinic preparation task remains in an unstarted state.

[0097] The treatment pack bill of materials (BOM) is a configuration record between treatment items and medical consumables. It includes a BOM identifier, BOM version, effective time range, material code, applicable treatment items, applicable tooth positions, unit dosage, and BOM validity status. The material code is consistent with the material code in the clinic's inventory system; the unit dosage represents the quantity of medical consumables required to complete one treatment item or one treated tooth position. The treatment pack BOM may contain multiple material codes, with the same material code corresponding to one unit dosage within the same BOM version.

[0098] The treatment pack requirement generation module filters bill of materials (BOM) versions whose effective time intervals cover the treatment project confirmation record generation time and whose list validity status is active, based on the record generation time of the treatment project confirmation record. It matches applicable treatment projects according to treatment project codes and applicable tooth positions according to the treatment tooth positions. When multiple BOM versions simultaneously meet the matching conditions, they are filtered according to the effective start time and version release time. If no matching BOM exists, a BOM pending configuration status is generated, consumable requirements are not calculated, and the clinic preparation task is marked as pending review.

[0099] After a valid version of the bill of materials (BOM) is matched, the treatment pack requirement generation module calculates the required quantity of consumables according to each material code. For medical consumables measured by the number of treatments, the unit dosage is multiplied by the number of treatments to calculate the required quantity of consumables for the corresponding material code. For medical consumables measured by the number of tooth positions treated, the number of tooth positions that match the applicable tooth positions in the BOM is counted, and then this number is multiplied by the unit dosage. The calculation results are written into the treatment pack requirement details according to the material code.

[0100] In one implementation, the treatment project code in the treatment project confirmation record is TR-301, the number of treated teeth is 2, the treatment quantity is 2, the doctor's confirmation status is "confirmed," and the treatment project version is V1; the matching bill of materials version is BOM-TR301-2026.1. This bill of materials includes material codes M001, M002, and M003, with unit quantities of 1 piece, 2 pieces, and 1 piece, respectively. The treatment package requirement generation module calculates the consumable requirement for M001 as 2 pieces, for M002 as 4 pieces, and for M003 as 2 pieces, and writes the calculation results into the treatment package requirement details.

[0101] The treatment package requirement record includes a requirement record identifier, patient identifier, processing cycle identifier, intervention task instance identifier, clinic preparation task identifier, treatment item code, treatment item version, bill of materials version, multiple material codes, consumable requirement quantity corresponding to each material code, record generation time, and requirement status. Through the intervention task instance identifier and clinic preparation task identifier, the treatment package requirement record is associated with the task record generated in S200; through the processing cycle identifier, the treatment package requirement record is kept within the same record range as the dual-state associated record generated in S100.

[0102] In one implementation, the treatment package requirement generation module generates an idempotent identifier based on the patient identifier, processing cycle identifier, and treatment item version. Upon receiving a treatment item confirmation record, it first checks if a treatment package requirement record with the same idempotent identifier exists. If the same idempotent identifier exists and the requirement status is valid, the consumable requirement is not recalculated, and the original requirement record identifier is returned to the doctor's operating terminal. If no identical idempotent identifier exists, the bill of materials matching and requirement calculation continue. The idempotent identifier and duplicate request interception record are written into the state transition record.

[0103] When a treatment project confirmation record changes, the doctor's terminal generates a new treatment project version. The treatment package requirement generation module searches for the original treatment package requirement record based on the patient identifier, treatment cycle identifier, and original treatment project version, updates the original requirement status to "cancelled," and then re-matches the bill of materials and calculates the consumable requirements based on the new treatment project code, treated tooth position, treatment quantity, and treatment project version. The original treatment package requirement record and the new treatment package requirement record establish a version relationship through the identifier of the preceding requirement record.

[0104] When the doctor confirms the status has changed to "cancelled," the treatment package requirement generation module updates the requirement status of the original treatment package requirement record to "cancelled" and updates the corresponding clinic preparation task to "invalid." If a reserved quantity has already been formed, the material code and the quantity to be released are written into the reserved release record and sent to the inventory preparation status determination module. When the doctor confirms the status has changed to "pending confirmation," the original requirement record is not directly cancelled, but rather marked as paused, waiting for the doctor to resubmit the confirmation status.

[0105] When the follow-up visit time window differs from the expected treatment time in the treatment item confirmation record, the treatment package demand generation module generates a time inconsistency flag. If the expected treatment time falls within the follow-up visit time window, the treatment package demand record continues to be generated; if the expected treatment time is earlier than the earliest follow-up visit time or later than the latest follow-up visit time, the treatment item confirmation record is set to a pending review status, and the time inconsistency flag is sent to the doctor's terminal. In one implementation, after the doctor confirms the new follow-up visit time, the intervention task generation module generates a follow-up visit time change record, and S400 recalculates the inventory quantity based on the changed follow-up visit time window.

[0106] The treatment pack requirement record serves as input to S400. S400 reads the material code, consumable requirement quantity, treatment item version, bill of materials version, patient identifier, treatment cycle identifier, and intervention task instance identifier from the record. Based on the material code, it retrieves the actual inventory, reserved quantity, quantity in transit, estimated arrival time, and expiration date from the inventory record. When the treatment pack requirement record is paused, withdrawn, or pending review, S400 does not generate a complete status and retains the existing inventory calculation record for later retrieval.

[0107] S400. Based on the treatment pack demand record, deduct the reserved quantity from the actual inventory with the validity period covering the latest follow-up time, and include the quantity in transit with the expected arrival time no later than the earliest follow-up time and the validity period covering the latest follow-up time into the available inventory quantity; compare the available inventory quantity with the consumable demand quantity to generate a treatment pack preparation status.

[0108] This step is executed by the inventory readiness status determination module. This module receives the treatment package demand record generated by S300 and reads the follow-up appointment time window generated by S200. The module obtains the actual inventory, reserved quantity, and inventory batch number corresponding to each material code through the clinic inventory system, and obtains the quantity in transit and estimated arrival time through the procurement system or supplier interface. Both the inventory batch record and the in-transit record include the material code, quantity, expiration date, and record update time.

[0109] The actual inventory refers to the quantity that has been received but not yet issued in the clinic's inventory system. Since the same material code may correspond to multiple inventory batches, the inventory readiness status determination module retrieves multiple inventory batches according to the material code and compares the expiration date of each batch with the latest follow-up appointment time. Inventory batches with an expiration date no earlier than the latest follow-up appointment time are added to the valid inventory set; inventory batches with an expiration date earlier than the latest follow-up appointment time are not included in the available inventory quantity for the current processing cycle, and a mark indicating that the expiration date does not meet the requirement is generated.

[0110] The inventory readiness status determination module adds up the quantities of each inventory batch in the valid inventory set to generate the valid actual inventory quantity. The reserved quantity refers to the quantity of the same material code that has been occupied by other valid treatment pack demand records, but has not yet been issued or released. The inventory readiness status determination module summarizes the reserved quantity according to the material code and deducts the reserved quantity from the valid actual inventory quantity to generate the unreserved inventory quantity. When the deduction result is less than 0, the unreserved inventory quantity is recorded as 0, and an abnormal reserved quantity marker is generated.

[0111] The quantity in transit refers to the quantity for which purchase information or replenishment orders have been generated but have not yet been received into inventory. The inventory readiness status determination module retrieves multiple in-transit records according to material codes and filters each in-transit record based on its estimated arrival time and expiration date. In-transit records with an estimated arrival time no later than the earliest follow-up time and an expiration date no earlier than the latest follow-up time are included in the valid in-transit set; in-transit records with an estimated arrival time later than the earliest follow-up time are not included in the current available inventory quantity; in-transit records with an expiration date earlier than the latest follow-up time are also not included in the current available inventory quantity.

[0112] After screening, the inventory readiness status determination module adds up the quantities in transit from the valid in-transit set and adds them to the unreserved inventory quantity to generate the available inventory quantity for the corresponding material code. The calculation relationship is as follows: available inventory quantity equals the effective actual inventory quantity minus the reserved quantity, plus the in-transit quantity whose expected arrival time and validity period both meet the re-examination time window conditions. This calculation is performed separately for each material code, without offsetting quantities between different material codes.

[0113] The inventory readiness status determination module compares the available inventory quantity corresponding to each material code with the consumable demand quantity in the treatment pack demand record one by one. If all material codes in the treatment pack demand record have available inventory quantities that are not less than consumable demand quantities, a complete status is generated. If there is a material code with available inventory quantities less than consumable demand quantities, and that material code still has in-transit records that are not included in the available inventory quantity, a partial shortage status is generated. If there is a material code with available inventory quantities less than consumable demand quantities, and the estimated arrival time of the corresponding in-transit records is all later than the earliest follow-up visit time, a status of unavailable readiness is generated. If no records are obtained from the inventory system or the supplier interface, an inventory unknown status is generated.

[0114] For material codes with shortages, the inventory readiness status determination module calculates the difference between the required quantity of consumables and the available inventory quantity to generate the shortage quantity. In one implementation, the shortage quantity, along with the material code, patient identifier, treatment cycle identifier, earliest follow-up visit time, and latest follow-up visit time, is written into a replenishment suggestion; the replenishment suggestion only represents the quantity difference under the current record conditions and does not directly replace the purchase confirmation operation. After confirmation by the clinic's operating terminal, the purchasing system can generate purchase information based on the replenishment suggestion.

[0115] In one implementation, the treatment pack demand record includes a demand of 2 units for M001, a demand of 4 units for M002, and a demand of 2 units for M003; the earliest follow-up appointment window is September 28, 2026, and the latest follow-up appointment is October 19, 2026. M001 has a stock batch quantity of 3 units, an expiration date of March 1, 2027, a reserved quantity of 1 unit, and no units in transit. Therefore, the available stock quantity for M001 is 2 units. M002 has an effective actual stock quantity of 2 units, a reserved quantity of 1 unit, and 3 units in transit. The estimated arrival date is September 20, 2026, and the expiration date is April 1, 2027. Therefore, the available stock quantity for M002 is 4 units. M003 has an effective actual stock quantity of 1 unit, a reserved quantity of 0 units, and 1 unit in transit. The estimated arrival date is October 2, 2026. This arrival date is later than the earliest follow-up appointment date, and the units in transit are not included in the available stock quantity. Therefore, the available stock quantity for M003 is 1 unit. The inventory preparation status determination module generates a partial shortage status based on this and records the shortage quantity for M003 as 1 unit.

[0116] After generating the treatment pack preparation status, the inventory preparation status determination module encapsulates the preparation status, consumable demand for each material code, effective actual inventory quantity, reserved quantity, effective quantity in transit, available inventory quantity, shortage quantity, inventory record time, and preparation status version into an inventory preparation record. This inventory preparation record is bound to the treatment pack demand record, intervention task instance, and clinic preparation task. When a complete status is generated, the task execution status of the clinic preparation task is updated to "Complete." When a partial shortage status, an inability to complete on time status, or an unknown inventory status is generated, the task execution status of the clinic preparation task is updated to "Pending replenishment," "Pending adjustment," or "Pending confirmation," respectively.

[0117] When the clinic's inventory system experiences inbound, outbound, reservation, or release operations, the inventory readiness status determination module receives inventory feedback. This feedback includes the material code, inventory batch, changed quantity, change type, and feedback time. The module then searches for associated treatment package demand records based on the patient identifier, processing cycle identifier, treatment item version, and bill of materials version. It recalculates the effective actual inventory quantity, unreserved inventory quantity, and available inventory quantity for the affected material codes and generates a new treatment package readiness status. The pre-change status, post-change status, change reason, and recording time are written to the status migration record.

[0118] When the intervention task generation module receives a follow-up visit time change record, the follow-up visit time change record includes the earliest follow-up visit time before the change, the latest follow-up visit time before the change, the earliest follow-up visit time after the change, the latest follow-up visit time after the change, and the version of the change record. The inventory preparation status determination module uses the earliest follow-up visit time after the change to re-filter the quantity in transit, uses the latest follow-up visit time after the change to re-filter the actual inventory and the validity period of the records in transit, and regenerates the available inventory quantity and treatment package preparation status. The original inventory preparation record is retained, and the new inventory preparation record is associated with the original record through the identifier of the preceding preparation record.

[0119] When the follow-up inspection time is brought forward, the quantity in transit whose original estimated arrival time was within the follow-up inspection window may no longer meet the estimated arrival time condition; the inventory preparation status determination module removes this quantity in transit from the valid in-transit set. When the follow-up inspection time is postponed, the inventory batches whose original validity period covered the follow-up inspection window may no longer meet the validity period condition; the inventory preparation status determination module removes this inventory batch from the valid inventory set. The above re-screening is performed independently according to material code, and the time conditions for excluding each batch are recorded.

[0120] When a treatment item confirmation record changes, the treatment package demand generation module cancels the original treatment package demand record and generates a new one. Upon receiving the new demand record, the inventory preparation status determination module performs inventory calculations based on the new material code and consumable demand quantity. The reserved quantity corresponding to the original treatment item is written to the reserved release record. After the inventory system returns inventory feedback indicating release completion, the inventory preparation status determination module updates the reserved quantity for the corresponding material code and recalculates the available inventory quantity for the affected processing cycle.

[0121] When the doctor confirms the status change to "cancelled," the inventory preparation status determination module searches for the corresponding reserved quantity based on the patient identifier, processing cycle identifier, and treatment item version, updating the reserved status from "valid" to "pending release." After the inventory system completes the release and returns inventory feedback, the inventory preparation status determination module updates the reserved status to "released" and retains the reserved release record. The treatment package preparation status corresponding to this treatment item is updated to "cancelled," and incomplete clinic preparation tasks are updated to an "invalid" status by the intervention task generation module.

[0122] The idempotency flag is used to prevent the same treatment item confirmation record from being counted repeatedly. When the inventory preparation status determination module receives a treatment package demand record, it retrieves the idempotency flag and demand record version corresponding to that record. If the same idempotency flag and the same demand record version have already formed a valid inventory preparation record, the existing preparation record is returned, and the reserved quantity is not added again. When the demand record version changes, a new inventory preparation record version is generated, and the status transition record of the original version is retained.

[0123] If the inventory system or supply-side interface fails to return inventory feedback within the configured time, the inventory readiness status determination module generates an unknown inventory status and records the material code, interface identifier, and request time for which no feedback was received. Upon subsequent receipt of inventory feedback, the unknown inventory status is updated to a recalculated status, and the treatment pack readiness status is then regenerated based on actual inventory, reserved quantity, quantity in transit, estimated arrival time, and expiration date. If the material code returned by the interface is inconsistent with the treatment pack demand record, a material code inconsistency flag is generated for the returned record, and it is not included in the available inventory quantity.

[0124] In one implementation, patient P202607001 changes their follow-up appointment from October 5, 2026 to November 2, 2026, with the latest follow-up appointment date after the change being November 16, 2026. The original inventory batch M001 has an expiration date of October 31, 2026, which is earlier than the latest follow-up appointment date after the change. The inventory readiness status determination module removes this inventory batch from the valid inventory set, recalculates the available inventory quantity for M001, and updates the original complete status to a partially insufficient status. The status transition record stores the follow-up appointment time window before the change, the follow-up appointment time window after the change, the removed inventory batch, the readiness status before the change, and the readiness status after the change.

[0125] The treatment pack preparation status is one of the final output records of this method and serves as the status input for the clinic preparation task. After the patient completes the follow-up visit, the doctor's operating terminal or treatment plan system returns to the clinic feedback and treatment item completion record; the intervention task generation module updates the corresponding task node to "completed," and the inventory system updates the actual inventory and reserved quantity according to the actual quantity used. In one implementation, when the patient confirmation task, clinic preparation task, and treatment item record in the current processing cycle are all in the "completed" state, the processing cycle status is written as "completed"; when a new periodontal examination record is generated for the same patient, the dual-state generation module establishes a new processing cycle and re-executes the processing from S100 to S400.

[0126] S500: Based on the treatment package preparation status, follow-up visit time change record, or treatment item change record, perform closed-loop feedback adaptive optimization.

[0127] The material shortage rate is generated by obtaining the shortage quantity of each material code in the preparation status of the treatment package, the ratio of the demand for consumables corresponding to the shortage material to the available inventory quantity; when the material shortage rate exceeds a preset shortage threshold, an inventory constraint signal is generated.

[0128] The inventory constraint signal is associated with the patient identifier and the treatment cycle, and fed back to the intervention task generation module. The intervention task generation module dynamically adjusts the matching weight of the intervention task template for the current treatment cycle based on the inventory constraint signal, specifically including:

[0129] When the material shortage rate exceeds the first shortage threshold, the template matching priority of the intervention task template involving treatment items corresponding to high shortage materials is reduced, and a reduced-weight matching record is generated.

[0130] When the material shortage rate exceeds the second shortage threshold and the second shortage threshold is greater than the first shortage threshold, the alternative treatment item template matching is triggered. The alternative treatment item template contains alternative treatment items that are functionally equivalent to the current treatment item but have different material requirements.

[0131] The time difference between the earliest follow-up time after the change and the earliest follow-up time before the change, and the time difference between the latest follow-up time after the change and the latest follow-up time before the change, in the follow-up time change record are compared with preset time deviation thresholds respectively; when any time difference exceeds the preset time deviation threshold, a time deviation signal is generated and fed back to the dual-state generation module.

[0132] The dual-state generation module dynamically adjusts the validity period of periodontal data and questionnaire data in the current processing cycle based on the time deviation signal: it extends or shortens the validity period of periodontal data and questionnaire data in the same direction according to the absolute value of the time difference, and generates an adaptive validity period adjustment record.

[0133] The treatment item change record is compared with the treatment item codes before and after the change, the difference in the treated tooth position, and the preset change impact threshold. When the change impact exceeds the preset change impact threshold, an item change signal is generated and fed back to the intervention task generation module.

[0134] The intervention task generation module updates the content of unfinished patient education tasks and patient confirmation tasks in the current processing cycle according to the project change signal: extract the education content identifier corresponding to the changed treatment project, replace the education content identifier in the original task, and generate a task content update record.

[0135] The inventory constraint signal, the time deviation signal, and the project change signal are written together into the state transition record and bound to the dual-state association record to form a multi-round closed-loop feedback state evolution link.

[0136] Specifically, step S500 is executed by the closed-loop feedback optimization module. This module is connected to the inventory preparation status determination module, the intervention task generation module, and the dual-state generation module, and is used to receive the output results from downstream modules and send feedback adjustment instructions to upstream modules.

[0137] (a) Specific implementation methods of inventory constraint feedback

[0138] The closed-loop feedback optimization module obtains the treatment pack preparation status record from the inventory preparation status determination module. For treatment pack preparation records with a status of "partial shortage" or "unable to be fully prepared on schedule," the closed-loop feedback optimization module extracts the shortage quantity one by one according to the material code and calculates the material shortage rate for each material code.

[0139] Material shortage rate = (Consumable demand - Available inventory) / Consumable demand × 100%

[0140] In one implementation, the first gap threshold is set to 30%, and the second gap threshold is set to 60%. When the material gap rate exceeds 30% but is below 60%, the closed-loop feedback optimization module generates a weighted matching signal and sends it to the intervention task generation module. After receiving the weighted matching signal, the intervention task generation module re-evaluates the intervention task templates for the current processing cycle: it lowers the matching priority of templates containing treatment items corresponding to high-gap materials by one level, and prioritizes matching alternative templates that do not involve the material or have a lower demand for the material.

[0141] For example, in patient P202607001's treatment package requirement record, the required quantity of consumables with material code M003 is 2 units, while the available inventory is 0 units, resulting in a material shortage rate of 100%, exceeding the second shortage threshold of 60%. The closed-loop feedback optimization module generates an alternative treatment item template matching signal. The intervention task generation module retrieves alternative templates from the intervention task template library that match the current periodontitis stage (Stage III), periodontitis grade (Grade B), and health literacy level (Grade II), filters out template version T-III-B-L2-2026.1-ALT that includes the alternative treatment item TR-302 (functionally equivalent to TR-301 but without the need for material M003), and elevates the matching priority of this alternative template to the highest level. After receiving the alternative template recommendation, the doctor's terminal can confirm whether to adopt the alternative treatment item.

[0142] The technical effect of the above feedback mechanism is that when a certain material is in short supply, the system does not simply inform that "inventory is insufficient" and require manual handling, but automatically traces upstream and solves the problem from the source by adjusting the template matching weight or recommending alternative treatment plans, thus forming a closed loop of "downstream constraints → upstream adaptive adjustment".

[0143] (II) Specific Implementation Methods of Time Deviation Feedback

[0144] The closed-loop feedback optimization module receives follow-up visit time change records from the intervention task generation module. It extracts the earliest follow-up visit time T1_early and the latest follow-up visit time T1_late before the change, and the earliest follow-up visit time T2_early and the latest follow-up visit time T2_late after the change, and calculates:

[0145] Earliest time deviation = |T2_early - T1_early|

[0146] Latest time deviation = |T2_late - T1_late|

[0147] In one implementation, the preset time deviation threshold is set to 7 days. When the earliest or latest time deviation exceeds 7 days, the closed-loop feedback optimization module generates a time deviation signal and sends it to the dual-state generation module.

[0148] After receiving the time deviation signal, the dual-state generation module adaptively adjusts the validity period of the periodontal data and questionnaire data already bound in the current processing cycle. Specifically:

[0149] If the follow-up appointment is postponed (T2_late > T1_late), the validity period of the periodontal data and the validity period of the questionnaire data will be extended in the same direction according to the number of days of postponement. The extended validity period = original validity period + number of days of postponement × 0.5 (configuration coefficient).

[0150] If the follow-up appointment is scheduled earlier (T2_early < T1_early), the validity period of the periodontal data and the questionnaire data will be shortened in the same direction according to the number of days earlier. The shortened validity period = original validity period - number of days earlier × 0.3 (configuration coefficient), but the shortened validity period shall not be lower than the minimum validity period threshold (configured as 7 days).

[0151] For example, patient P202607001 postpones their follow-up appointment from October 5, 2026 to November 2, 2026, a delay of 28 days. The original periodontal data was valid for 30 days, and the original questionnaire data was valid for 90 days. After receiving the time deviation signal, the dual-state generation module adaptively adjusts the validity period of the periodontal data to 30 + 28 × 0.5 = 44 days, and the validity period of the questionnaire data to 90 + 28 × 0.5 = 104 days. The adjusted validity period threshold ensures that the patient's periodontal examination record (examination date July 1, 2026) is still valid at the time of the postponed follow-up appointment (the time interval between the examination date and the follow-up appointment is 124 days, but the adjusted validity period is 44 days; the examination date to the current time has exceeded the adjusted validity period, so it is marked as needing a re-examination—this is just an example; the actual configuration coefficient needs to be set according to clinical needs).

[0152] The technical effect of the above feedback mechanism is that a significant change in the follow-up visit time will trigger an automatic adjustment of the validity period of the upstream data, avoiding the problem that originally valid clinical data will "expire" at the time of the follow-up visit due to the delay in the follow-up visit and need to be re-collected, and also avoiding the problem that the data validity period is too long due to the early follow-up visit and the use of outdated data.

[0153] (III) Specific Implementation Methods for Project Change Feedback

[0154] The closed-loop feedback optimization module receives treatment item change records from the treatment package requirement generation module. It extracts the treatment item code before the change, the treatment item code after the change, and the number of differences in treatment tooth positions. When the treatment item code changes or the number of differences in treatment tooth positions exceeds a preset change impact threshold (configured to 2 tooth positions), a project change signal is generated and sent to the intervention task generation module.

[0155] Upon receiving a project change signal, the intervention task generation module retrieves patient education tasks and patient confirmation tasks in the current processing cycle whose execution status is "not started" or "pending execution". For the retrieved tasks, the intervention task generation module extracts the education content identifier and confirmation content identifier corresponding to the changed treatment project from the intervention knowledge base, replaces the corresponding identifiers in the original task, and generates a task content update record. The task content update record includes the original task identifier, original content identifier, new content identifier, update time, update reason (project change), and operation log.

[0156] For example, patient P202607001's treatment program changes from TR-301 to TR-302, and the number of treated teeth increases from 2 to 3. The intervention task generation module retrieves the patient's patient education task (task status: "Pending") and patient confirmation task (task status: "Not Started"), updates the educational content identifier in the patient education task from EDU-TR301 to EDU-TR302, and updates the confirmation content identifier in the patient confirmation task from CFM-TR301 to CFM-TR302, generating a task content update record. The patient questionnaire terminal automatically obtains the updated content when loading tasks, ensuring that the education and confirmation information received by the patient is consistent with the actual treatment program.

[0157] The technical effect of the above feedback mechanism is that after the treatment program is changed, the system automatically traces back upstream and updates the content of the unfinished education and confirmation tasks, which avoids the problem of the education received by the patient being out of touch with the actual treatment due to the change of the treatment program, and also avoids the tedious operation of manually updating the task content one by one.

[0158] (iv) Recording and tracing the state evolution link

[0159] The closed-loop feedback optimization module writes every feedback adjustment operation—including weighted matching records, alternative template recommendation records, adaptive validity period adjustment records, and task content update records—into the state transition record. The state transition record and the dual-state association record are bound together through processing cycle identifiers and patient identifiers, forming a complete closed-loop chain of "state assessment → task generation → material calculation → inventory determination → feedback correction → state update".

[0160] In one implementation, multiple rounds of closed-loop feedback can occur within the same processing cycle. For example: the first round of feedback triggers a replacement template recommendation due to a shortage of material M003; after the doctor confirms the use of the replacement template, a change in the treatment plan triggers the second round of feedback—the task content is automatically updated; a postponement of the follow-up visit triggers the third round of feedback—the data validity period is adaptively adjusted. The state transition records of the three rounds of feedback are all bound to the same dual-state association record, forming a traceable and complete state evolution history.

[0161] Example 2: Figure 2 This diagram illustrates a structural block diagram of a periodontal health literacy stratified intervention and follow-up visit preparation system according to an embodiment of the present invention. Figure 2 As shown, the structure may include:

[0162] The dual-state generation module 01 is used to acquire patient identifiers, periodontal examination records, and health literacy questionnaire records. It performs integrity checks and data validity checks on the periodontal examination records and the health literacy questionnaire records respectively, generating periodontal status records and health literacy status records. It also binds the corresponding version identifier with the patient identifier and processing cycle to generate a dual-state associated record. Specifically, the patient identifier and periodontal examination record are provided by the periodontal electronic medical record, and the health literacy questionnaire record is provided by the patient questionnaire terminal. The periodontal examination record includes examination time, tooth position, probing depth, clinical attachment loss, bleeding index, smoking status, diabetes status, and doctor confirmation status. The health literacy questionnaire record includes questionnaire version, actual registration time, respondent, content comprehension dimension, health information usage dimension, content format preference, and family cooperation willingness. The dual-state generation module checks whether the fields in both types of records have recorded values, and compares the check time and the actual registration time with the current system time. If the periodontal examination record or the health literacy questionnaire record has missing fields or exceeds the corresponding data validity period, the corresponding verification result is retained, and a valid dual-state association record is not generated. After the periodontal examination record passes the integrity verification and data validity period verification, it is matched with the periodontitis stage and periodontitis grade according to the corresponding rule version to generate a periodontal status record including the periodontitis stage, the periodontitis grade, the rule version, and the valid status. After the health literacy questionnaire record passes the integrity verification and data validity period verification, it is matched with the health literacy level according to the corresponding questionnaire version to generate a health literacy status record including the health literacy level, the questionnaire version, the content format preference, the family cooperation status, and the valid status. The dual-state generation module binds the periodontal status record, health literacy status record, rule version, and questionnaire version of the same patient within the same treatment cycle, and records the corresponding version identifier to form the dual-state association record. The dual-state generation module provides the dual-state association record to the intervention task generation module, so that the intervention task generation module can call the periodontitis stage, periodontitis grade, health literacy level, content format preference, family cooperation status, patient identifier, treatment cycle, and corresponding version identifier.

[0163] The intervention task generation module 02, connected to the dual-state generation module, is used to match intervention task templates based on the dual-state association records, using both the periodontal status record and the health literacy status record. It binds the task nodes, relative time conditions, and task dependencies of the intervention task templates to the dual-state association records, generating intervention task instances and follow-up time windows with the earliest and latest follow-up times. Specifically, the intervention task generation module receives the dual-state association records output by the dual-state generation module and reads intervention task templates in a valid state. The intervention task template includes applicable conditions, task nodes, executing entity, relative time conditions, task dependencies, completion conditions, failure conditions, and template version. The intervention task generation module matches the periodontitis stage and periodontitis grade in the periodontal status record, and the health literacy level in the health literacy status record, with the applicable conditions. Intervention task templates that simultaneously meet the applicable conditions corresponding to the periodontitis stage, periodontitis grade, and health literacy level are recorded as matching results. When multiple matching results exist, the intervention task generation module filters the intervention task templates according to the valid status of the template version; when no matching results exist, the dual-state association record and the current matching result are retained, and no formal intervention task instance is generated. The intervention task generation module binds the task nodes, executing entities, relative time conditions, task dependencies, completion conditions, and failure conditions in the filtered intervention task templates with the patient identifier, the processing cycle, and the dual-state association record; the task nodes include patient education tasks, patient confirmation tasks, family collaboration tasks, and clinic preparation tasks, and the task dependencies record the correspondence between preceding and subsequent tasks. The relative time conditions include the standard registration time, the number of days in advance, and the number of days in delay; the intervention task generation module subtracts the number of days in advance from the standard registration time to generate the earliest follow-up visit time, adds the number of days in delay to the standard registration time to generate the latest follow-up visit time, and forms a follow-up visit time window with the earliest follow-up visit time and the latest follow-up visit time. The intervention task instance records the patient identifier, the processing cycle, the task node, the executing entity, the task dependencies, the completion condition, the failure condition, and the template version. When the preceding task meets the completion condition, the intervention task generation module updates the task execution status of the corresponding subsequent task. The intervention task generation module provides the intervention task instance to the treatment package requirement generation module and provides the follow-up visit time window to the inventory preparation status determination module. The treatment package requirement generation module calls the patient identifier, the processing cycle, and the clinic preparation task, while the inventory preparation status determination module calls the earliest follow-up visit time and the latest follow-up visit time.

[0164] The treatment package requirement generation module 03, connected to the intervention task generation module, is used to receive treatment item confirmation records based on the intervention task instance, match the confirmed treatment items with the treatment package bill of materials, calculate the consumable requirements, and generate a treatment package requirement record bound to the intervention task instance. Specifically, the treatment package requirement generation module receives the intervention task instance output by the intervention task generation module and receives the treatment item confirmation record according to the patient identifier and processing cycle in the intervention task instance. The treatment item confirmation record includes the treatment item code, the treated tooth position, the treatment quantity, the doctor's confirmation status, and the treatment item version. The treatment package requirement generation module reads the treatment package bill of materials in a valid state. The treatment package bill of materials includes the material code, the applicable treatment items, the applicable tooth positions, the unit dosage, and the bill of materials version. When the doctor's confirmation status is "confirmed," the treatment package requirement generation module matches the applicable treatment items according to the treatment item code and matches the applicable tooth positions according to the treated tooth positions. When the doctor's confirmation status is not confirmed, the treatment item confirmation record is retained, but a valid treatment pack requirement record is not generated. When the treatment item confirmation record does not match a valid bill of materials version, the matching result and the corresponding treatment item version are retained, and the current consumable requirement calculation is stopped. After matching is completed, the treatment pack requirement generation module reads the corresponding unit dosage according to the material code, and calculates the quantity by combining the unit dosage with the treatment quantity to generate the consumable requirement for each medical consumable. When multiple treatment positions correspond to the same material code, the corresponding consumable requirement is summarized according to the number of treatment positions. The treatment pack requirement record includes the patient identifier, the processing cycle, the intervention task instance, the treatment item code, the treatment item version, the bill of materials version, multiple material codes, and the consumable requirement corresponding to each material code. The treatment pack requirement generation module binds the treatment pack requirement record to the clinic preparation task in the intervention task instance. When the treatment item confirmation record changes, the treatment package requirement generation module re-matches the treatment package bill of materials according to the changed treatment item version and recalculates the consumable requirements. When the doctor's confirmation status changes to canceled, the original treatment package requirement record is recorded as canceled. The treatment package requirement generation module provides the treatment package requirement record to the inventory preparation status determination module, allowing the inventory preparation status determination module to access the material code, consumable requirements, patient identifier, processing cycle, treatment item version, and bill of materials version.

[0165] The inventory preparation status determination module 04, connected to both the intervention task generation module and the treatment pack demand generation module, is used to determine the available inventory based on the treatment pack demand record and the follow-up visit time window. This involves deducting the reserved quantity from the actual inventory whose validity period covers the latest follow-up visit time, and including the quantity in transit whose estimated arrival time is no later than the earliest follow-up visit time and whose validity period covers the latest follow-up visit time in the available inventory. The available inventory quantity is then compared with the consumable demand to generate the treatment pack preparation status. Specifically, the inventory preparation status determination module receives the follow-up visit time window provided by the intervention task generation module and the treatment pack demand record provided by the treatment pack demand generation module. The module retrieves the actual inventory, reserved quantity, quantity in transit, estimated arrival time, and validity period according to the material code in the treatment pack demand record. The actual inventory includes the quantity of multiple inventory batches corresponding to the same material code. The inventory preparation status determination module compares the expiration date of each inventory batch with the latest re-examination time, adds the quantity of inventory batches with an expiration date no earlier than the latest re-examination time, and generates the effective actual inventory quantity. The reserved quantity is deducted from the effective actual inventory quantity to generate the unreserved inventory quantity. The inventory preparation status determination module compares the expected arrival time corresponding to each in-transit quantity with the earliest re-examination time, and compares the expiration date corresponding to each in-transit quantity with the latest re-examination time. The in-transit quantity with an expected arrival time no later than the earliest re-examination time and an expiration date no earlier than the latest re-examination time is added to the unreserved inventory quantity to generate the available inventory quantity. When the actual inventory, the reserved quantity, or the in-transit quantity lacks a corresponding material code, the inventory preparation status determination module retains the missing material code and inventory feedback result, and generates an unknown inventory status. When the reserved quantity is greater than the effective actual inventory quantity, the unreserved inventory quantity is recorded as zero, and the corresponding comparison result is retained. The inventory preparation status determination module compares the available inventory quantity with the consumable demand quantity according to multiple material codes. A "complete" status is generated when the available inventory quantity corresponding to all material codes is not less than the consumable demand quantity. A "partial shortage" status is generated when the available inventory quantity corresponding to some material codes is less than the consumable demand quantity. A "cannot be completed on time" status is generated when there is a material code whose corresponding quantity is in transit and is not included because its expected arrival time is later than the earliest follow-up visit time, and the corresponding available inventory quantity is less than the consumable demand quantity. The complete status, the partial shortage status, the "cannot be completed on time" status, or the unknown inventory status constitute the treatment package preparation status. The treatment package preparation status is bound to the treatment package demand record, the intervention task instance, and the clinic preparation task, and the corresponding task execution status is returned to the intervention task generation module.When the follow-up visit time window, treatment item confirmation record, or inventory feedback changes, the inventory preparation status determination module calls the changed earliest follow-up visit time, latest follow-up visit time, treatment package demand record, or inventory quantity to re-execute the corresponding comparison and update the treatment package preparation status.

[0166] The closed-loop feedback optimization module 05 is connected to the inventory preparation status determination module, the intervention task generation module, and the dual-state generation module, respectively, and is used to perform closed-loop feedback adaptive optimization based on the treatment package preparation status, follow-up visit time change record, or treatment item change record.

[0167] The closed-loop feedback optimization module includes:

[0168] The inventory constraint feedback unit is used to obtain the shortage quantity of each material code in the preparation state of the treatment package and calculate the material shortage rate; when the material shortage rate exceeds the preset shortage threshold, an inventory constraint signal is generated and fed back to the intervention task generation module; the intervention task generation module dynamically adjusts the intervention task template matching weight of the current processing cycle according to the inventory constraint signal, or triggers alternative treatment item template matching.

[0169] The time deviation feedback unit is used to receive records of changes in follow-up appointment times, calculate the time difference between the earliest and latest follow-up appointment times before and after the change, generate a time deviation signal when any time difference exceeds a preset time deviation threshold, and feed it back to the dual-state generation module. The dual-state generation module dynamically adjusts the validity period of periodontal data and questionnaire data in the current processing cycle based on the time deviation signal.

[0170] The project change feedback unit is used to receive treatment project change records, extract treatment project codes and treatment tooth position differences before and after the change; when the impact of the change exceeds the preset change impact threshold, a project change signal is generated and fed back to the intervention task generation module; the intervention task generation module updates the content of the unfinished patient education tasks and patient confirmation tasks in the current processing cycle according to the project change signal.

[0171] The state transition record unit is used to write the feedback adjustment operations corresponding to the inventory constraint signal, the time deviation signal and the project change signal into the state transition record, and bind it with the dual-state association record to form a state evolution link with multiple rounds of closed-loop feedback.

Claims

1. A method for stratified intervention and follow-up preparation of periodontal health literacy, characterized in that, The computer system performs the following steps: S100. Obtain patient identification, periodontal examination record and health literacy questionnaire record through the dual-state generation module; the dual-state generation module verifies the integrity and data validity period respectively, generates periodontal status record and health literacy status record, and binds the corresponding version identifier with the patient identification and processing cycle to generate dual-state association record. S200. Based on the dual-state association record, the intervention task template is matched together with the periodontal state record and the health literacy state record. The task nodes, relative time conditions, and task dependencies of the intervention task template are bound to the dual-state association record to generate an intervention task instance and a follow-up time window with the earliest and latest follow-up times. S300: Receive treatment item confirmation records based on the intervention task instance; match the confirmed treatment items with the treatment package material list, calculate the consumable requirements, and generate a treatment package requirement record bound to the intervention task instance; S400. Based on the treatment pack demand record, deduct the reserved quantity from the actual inventory with the validity period covering the latest follow-up time, and include the quantity in transit with the expected arrival time no later than the earliest follow-up time and the validity period covering the latest follow-up time in the available inventory quantity; compare the available inventory quantity with the consumable demand quantity to generate a treatment pack preparation status; S500: Based on the treatment package preparation status, follow-up visit time change record, or treatment item change record, perform closed-loop feedback adaptive optimization.

2. The method according to claim 1, characterized in that, The periodontal examination record includes examination time, tooth position, probing depth (PD), clinical attachment loss (CAL), bleeding index (BI), smoking status, diabetes status, and doctor confirmation status. The health literacy questionnaire records include the questionnaire version, actual registration time, respondents, content comprehension dimensions, health information usage dimensions, content format preferences, and family members' willingness to cooperate. The examination time and the actual registration time are compared with the current system time to generate the periodontal data validity status and the questionnaire validity status. The dual-state association record is generated when both the periodontal data and the questionnaire are valid.

3. The method according to claim 1, characterized in that, The periodontal status record includes periodontitis stage, periodontitis grade, rule version, and effective status; The health literacy status record includes health literacy level, questionnaire version, content format preference, family cooperation status, and validity status. The dual-state association record binds the periodontal status record, health literacy status record, rule version, and questionnaire version of the same patient within the same treatment cycle.

4. The method according to claim 3, characterized in that, The intervention task template includes applicable conditions, task nodes, executing entities, relative time conditions, task dependencies, completion conditions, failure conditions, and template version; The periodontitis staging, periodontitis grading, and health literacy level are matched together with the applicable conditions; The intervention task templates are filtered according to their validity status, and template binding records are generated, including the rule version, the questionnaire version, and the template version.

5. The method according to claim 4, characterized in that, The task nodes include patient education tasks, patient confirmation tasks, family collaboration tasks, and clinic preparation tasks. The relative time conditions include the standard registration time, the number of days in advance, and the number of days in delay; The earliest follow-up appointment time is generated by subtracting the number of days in advance from the standard registration time, and the latest follow-up appointment time is generated by adding the number of days in delay to the standard registration time. According to the task dependency relationship, the task execution status of the clinic preparation task is updated when the patient confirms that the task meets the completion conditions.

6. The method according to claim 1, characterized in that, The treatment item confirmation record includes the treatment item code, the tooth position treated, the number of treatments, the doctor's confirmation status, and the treatment item version; When the doctor confirms the status as confirmed, the bill of materials version that is in a valid state is matched according to the treatment item code and the treatment tooth position; The bill of materials for the treatment pack includes material code, applicable treatment items, applicable tooth positions, unit dosage, and bill of materials version; multiplying the unit dosage by the treatment quantity generates the consumable requirement for each medical consumable.

7. The method according to claim 6, characterized in that, Calculate the available inventory quantity according to the material code; Add up the quantities of inventory batches with an expiration date no earlier than the latest follow-up visit time to generate the effective actual inventory quantity; The unreserved inventory quantity is generated by subtracting the reserved quantity from the effective actual inventory quantity. The available inventory quantity is generated by adding the quantity of goods in transit with an estimated arrival time no later than the earliest follow-up visit time and an expiration date no earlier than the latest follow-up visit time to the quantity of goods not reserved. Based on the comparison between the available inventory quantity corresponding to each material code and the demand for consumables, a status of "fully stocked", "partially short", or "unable to be fully stocked on time" is generated.

8. The method according to claim 1, characterized in that, Receive records of changes to follow-up appointment times, treatment items, or inventory feedback; Based on the patient identifier, the processing cycle, and the corresponding version identifier, determine the associated intervention task instance, treatment package requirement record, and treatment package preparation status; When the follow-up visit time changes, update the earliest follow-up visit time and the latest follow-up visit time, and recalculate the available inventory quantity; When the treatment item is changed, the original treatment package requirement record is cancelled, and the consumable requirement is recalculated based on the changed treatment item confirmation record. When the inventory feedback changes, the treatment pack preparation status is regenerated, and a status transition record is generated.

9. The method according to claim 8, characterized in that, An idempotent identifier is generated based on the patient identifier, the processing cycle, and the treatment item version; When a treatment confirmation record with the same idempotent identifier is received, duplicate request interception is performed; An inventory unknown status is generated when no inventory feedback is received. When the doctor confirms that the status has changed to cancel, the unfinished clinic preparation tasks and the original treatment package requirement records are cancelled, the reserved quantity is released, and the reserved release record and status transition record are retained.

10. A system for stratified intervention and follow-up preparation of periodontal health literacy, said system being used to implement the method of any one of claims 1-9, characterized in that, include; The dual-state generation module is used to obtain patient identification, periodontal examination records, and health literacy questionnaire records. It performs integrity verification and data validity verification on the periodontal examination records and the health literacy questionnaire records respectively, generates periodontal status records and health literacy status records, and binds the corresponding version identifier with the patient identification and processing cycle to generate dual-state association records. The intervention task generation module, based on the dual-state association record, matches the intervention task template with the periodontal status record and the health literacy status record, binds the task nodes, relative time conditions and task dependencies of the intervention task template with the dual-state association record, and generates an intervention task instance and a follow-up time window with the earliest follow-up time and the latest follow-up time. The treatment package requirement generation module receives treatment project confirmation records based on the intervention task instance, matches the confirmed treatment projects with the treatment package material list, calculates the consumable requirements, and generates a treatment package requirement record bound to the intervention task instance. The inventory preparation status determination module, based on the treatment pack demand record and the follow-up visit time window, deducts the reserved quantity from the actual inventory with the validity period covering the latest follow-up visit time, and includes the quantity in transit with the expected arrival time no later than the earliest follow-up visit time and the validity period covering the latest follow-up visit time into the available inventory quantity, compares the available inventory quantity with the consumable demand quantity, and generates the treatment pack preparation status. The closed-loop feedback optimization module performs closed-loop feedback adaptive optimization based on the treatment package preparation status, follow-up visit time change record, or treatment item change record.

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