From Zero-Shot to Bedside: A Practical Playbook for Adapting Open-Source Large Language Models to Clinical Symptom Extraction
Large language models (LLMs) are increasingly applied to clinical notes, but guidance on how to adapt open-source models to specific tasks and manage annotation quality at scale is limited. We present a playbook for fine-tuning LLMs on de-identified clinical notes from patients with pancreatic cancer, spanning both pre-diagnosis and on-treatment settings. We evaluate prompting strategies, contrast open-source models with GPT-4o, and explore disease-level versus task-specific adaptation. A key contribution is an LLM-assisted adjudication workflow in which models flag notes where predictions consistently conflict with initial human labels. This approach concentrated expert review on a small fraction of cases while identifying many true annotation errors, ultimately improving downstream model performance. We further examine the use of machine-generated annotations to augment limited expert labels, showing that balanced mixtures of synthetic and human data can enhance fine-tuned models. Our findings provide practical guidance for deploying open-source LLMs in clinical contexts, offering strategies to improve accuracy, reduce annotation burden, and enable privacy-preserving, site-adapted clinical natural language processing (NLP).