task_53Health care and social assistance

17 verifiers · 13 core · 4 secondary · 17 LLM-graded

TaxonomyHealth care and social assistanceMedical and health services managers

Source files

xlsx · docx · pdf

Deliverables

docx · xlsx

Golden answer

withheld from the workspace

Verifiers

13 core · 17 LLM-graded

access_services_rules_cutover_queue.pdf8 KB

Rendering access_services_rules_cutover_queue.pdf…

referral_batch_export.xlsx13 KB

Referral_Export16 rows

client_id	intake_ts_ct	source	age	perinatal_status	payer_plan	preferred_site	clinical_language	telehealth_consent	guardian_consent_status	collateral_contact_note	raw_triage_band	phq9	gad7	epds	functional_impairment	current_intent_reported	current_death_or_self_harm_thoughts	method_or_means_recent	safety_plan_on_file	nssi_or_self_harm_days_ago	medically_attended_self_harm_last_72h	psychosis_checkbox	command_content_reported	substance_withdrawal_status	psych_inpatient_discharge_date	bh_ed_visits_30d	active_bh_provider_seen_within_72h	linked_note_id	export_comment
BH-J4K9	46171.38055555556	ED callback	34	No	Riverbend Medicaid MCO	East	English	No	n/a	May contact client only	Moderate	15	12		Moderate	No	No	No	No		No	No	No	None		1	No	HN-J4K9	ED callback note pending at export time.
BH-C3T8	46171.38680555556	Primary care warm handoff	47	No	Riverbend Medicaid MCO	East	English	Yes	n/a	May contact client	High	18	15		Marked	No	Yes	Medication overdose considered within last 30 days; medications available at home	No		No	No	No	None		0	No	HN-C3T8	No documented safety plan in chart.
BH-P8A4	46171.37083333333	School referral	16	No	Riverbend Medicaid MCO	North	English	No	Stale - guardian not reached since 2026-05-07	School counselor may receive scheduling updates only	High	19	13		Marked	No	Yes	No specific method reported	No	6	No	No	No	None		0	No	HN-P8A4	School reports fresh self-injury disclosure.
BH-M2N7	46171.39791666667	Self referral	22	No	Self-pay	East	English	Yes	n/a	May contact client	High	12	16		Severe	No	No	No	No		No	Yes	Yes - voice says step into traffic; client denies intent and means	None		0	No	HN-M2N7	Requests urgent call; no PCP listed.
BH-L0R6	46171.40416666667	OB clinic	29	Postpartum 8 weeks	Riverbend Medicaid MCO	Central	Spanish	Yes	n/a	Partner listed in demographics	Moderate	14	17	19	Severe	No	Intrusive infant-harm thoughts denied intent	No	No		No	No	No	None		0	No	HN-L0R6	Needs Spanish-capable clinical contact.
BH-X1D5	46171.41388888889	Inpatient discharge planning	41	No	Riverbend Medicaid MCO	East	English	Yes	n/a	May contact client	Moderate	16	11		Moderate	No	No	No	Yes		No	No	No	None	46166	0	No	HN-X1D5	Discharge summary received.
BH-S5Q2	46171.41944444444	Primary care warm handoff	58	No	Riverbend Medicaid MCO	West	Spanish	Yes	n/a	May contact client	High	11	9		Moderate	No	No	No	No		No	No	No	Moderate alcohol withdrawal - stable, not intoxicated		0	No	HN-S5Q2	Spanish-only; PCP requested SUD nurse bridge.
BH-R6W8	46171.42777777778	Self referral	37	No	CedarCare Medicaid	East	English	Yes	n/a	May contact client	Moderate	13	19		Severe - homebound panic	No	No	No	No		No	No	No	None		0	No	HN-R6W8	Client accepts Monday morning telehealth if eligible.
BH-E7V1	46171.43194444444	School referral	14	No	Riverbend Medicaid MCO	North	English	No	Not verified - caregiver conflict noted	Do not leave details with stepfather until verification	High	23	14		Marked	No	No current thoughts today	No	No	21	No	No	No	None		0	No	HN-E7V1	School counselor reports older self-injury disclosure.
BH-Q2T0	46171.43680555555	OB clinic	31	Postpartum 5 months	Riverbend Medicaid MCO	Central	English	Yes	n/a	May contact client	Moderate	10	13	17	Moderate	No	No intrusive harm content	No	Yes		No	No	No	None		0	No	HN-Q2T0	Perinatal symptoms above clinic priority threshold.
BH-Z0B4	46171.44236111111	Primary care referral	52	No	Northstar Select	West	English	Yes	n/a	May contact client	High	22	8		Severe - missed work 9 days	No	No	No	No		No	No	No	None		0	No	HN-Z0B4	Commercial narrow network; prefers West.
BH-T9Y6	46171.44652777778	OB clinic	30	Pregnant 24 weeks	BlueChoice PPO	East	English	Yes	n/a	May contact client	Moderate	9	19		Severe - panic prevents work	No	No	No	No		No	No	No	None		0	No	HN-T9Y6-DRAFT	Draft correction exists but is unsigned in handoff packet.
BH-V9F3	46171.45208333333	Primary care referral	27	No	Northstar Select	East	English	Yes	n/a	May contact client	High	21	16		Marked	No	No	No	No		No	No	No	None		0	Yes	HN-V9F3	Outside provider may already be covering.
BH-N4A1	46171.45763888889	Primary care referral	63	No	Riverbend Medicaid MCO	Central	English	No	n/a	May contact client	High	14	10		Mild	No	No	No	Yes		No	Yes	No command content captured in export	None		0	No	HN-N4A1	Hearing-related note pending at export time.
BH-A8U2	46171.46319444444	ED follow-up queue	45	No	Riverbend Medicaid MCO	East	English	Yes	n/a	May contact client	High	13	12		Moderate	No	No	No	Yes		No	No	No	None		2	No	HN-A8U2	ED utilization flag loaded from non-BH encounter table.
BH-D5H0	46171.46805555555	ED observation follow-up	19	No	County Access Safety Net	West	English	No	n/a	May contact client	Moderate	16	7		Mild	No	No	No	Yes		No	No	No	None	46163	0	No	HN-D5H0	Observation stay; not inpatient admission.

Batch_Context6 rows

Field	Value
Batch review timestamp (CT)	46171.48611111111
Bridge threshold (72h from batch review)	46174.48611111111
Export generated	46171.47361111111
Important note	Raw triage band is a screening label only. Routing must be determined from the policy and handoffs.
Important note	Signed clinical handoffs in the batch-review window may override raw export facts for the same client.
Important note	Use slot inventory plus policy carve-outs; do not use status Hold, Blocked, Tentative, or QA release pending.

Extract_Control6 rows

extract_name	MBH_ACCESS_CUTOVER_QUEUE
source_system	athenaOne BH intake and CareConnect attachments
run_id	CUTOVER-0529-AC-7MZQ
generated_ct	46171.47361111111
review_window_ct	2026-05-29 09:30-11:40
queue_owner	Access Services - urgent access desk
note	Raw queue bands are routing labels only; finalized access path is reconciled from rules and signed handoff notes.

signed_clinical_handoff_packet.docx39 KB

Access Services Care-Coordination Notes Packet

Cutover queue review window: 2026-05-29 09:30-11:40 CT | Service line: urgent access desk

Finalized notes below may update the cutover referral export when the client identifier matches. Draft or unsigned notes are attachment carryover only and are not finalized clinical handoffs for routing.

Note metadata

Care-coordination note

Note ID: HN-J4K9

Client ID: BH-J4K9

Status: SIGNED 2026-05-29 11:18 CT

Origin: LCSW ED callback

Client stated intent to act tonight and described medication stockpile at home as accessible means. Urgent-care record from 2026-05-27 shows medically attended self-harm laceration. Mobile crisis warm transfer was accepted during call. Do not place into outpatient access until crisis disposition is known.

Note ID: HN-C3T8

Client ID: BH-C3T8

Status: SIGNED 2026-05-29 10:02 CT

Origin: PCP behavioral health handoff

Client denied current intent but described reviewing medication quantities eighteen days ago and still has full supply at home. No safety plan is visible in the chart. PCP requested same-day clinical review before routine intake.

Note ID: HN-P8A4

Client ID: BH-P8A4

Status: SIGNED 2026-05-29 10:41 CT

Origin: School counselor handoff

Student disclosed cutting six days ago and current death/self-harm thoughts. Guardian phone on file has not been verified since 2026-05-07. Same-day safety review should proceed; routine therapy intake should wait for guardian verification if not part of safety review.

Note ID: HN-M2N7

Client ID: BH-M2N7

Status: SIGNED 2026-05-29 10:36 CT

Origin: Access clinician callback

Client reports a voice telling him to step into traffic. He denies intent and denies access to a vehicle or weapon. Clinician documented need for same-day psychosis/safety review but did not initiate crisis transfer.

Note ID: HN-L0R6

Client ID: BH-L0R6

Status: SIGNED 2026-05-29 10:58 CT

Origin: OB social work warm handoff

Eight weeks postpartum. Intrusive images of harming infant, panic during infant care, and sleep averaging 2.5 hours/night. Client denies intent but reliable support was not confirmed. Client explicitly requested that partner not be contacted; outreach must be to client directly or OB social work only. Spanish clinical contact required.

Note ID: HN-X1D5

Client ID: BH-X1D5

Status: SIGNED 2026-05-29 09:55 CT

Origin: Inpatient discharge planner

Psychiatric inpatient discharge occurred 2026-05-24 with safety plan on file. No current intent reported. Discharge planner requested transition visit in the current access batch.

Note ID: HN-S5Q2

Client ID: BH-S5Q2

Status: SIGNED 2026-05-29 10:24 CT

Origin: PCP and RN consult

Moderate alcohol-withdrawal symptoms, stable vital signs, not intoxicated at time of call. Spanish is required for clinical care. PCP asked for SUD nurse bridge and later IOP orientation if an eligible Spanish-capable slot exists.

Note ID: HN-R6W8

Client ID: BH-R6W8

Status: SIGNED 2026-05-29 10:50 CT

Origin: Access callback

Severe panic has kept client homebound for most of the week. Client confirmed telehealth consent and accepted Monday morning telehealth if payer/site rules allow. No suicidal thoughts reported.

Note ID: HN-E7V1

Client ID: BH-E7V1

Status: SIGNED 2026-05-29 11:05 CT

Origin: School counselor and case-management note

Fourteen-year-old disclosed self-injury about three weeks ago; no current self-harm thoughts today. Guardian/caregiver consent is not verified. Student requested no voicemail or details be left with stepfather until the caseworker confirms authority. School counselor can receive scheduling status only.

Note ID: HN-Q2T0

Client ID: BH-Q2T0

Status: SIGNED 2026-05-29 10:47 CT

Origin: OB clinic note

Five months postpartum. EPDS elevated, sleep around five hours, partner and sister available for infant care, no intrusive harm content. OB clinic requested perinatal follow-up rather than same-day safety review.

Note ID: HN-Z0B4

Client ID: BH-Z0B4

Status: SIGNED 2026-05-29 10:52 CT

Origin: PCP note

Depressive symptoms causing missed work; no ideation or psychosis. PCP note confirms West-site preference and Northstar Select coverage. Telehealth is not appropriate unless the plan carve-out is cleared.

Note ID: HN-T9Y6-DRAFT

Client ID: BH-T9Y6

Status: DRAFT UNSIGNED 2026-05-29 11:35 CT

Origin: Imported OB note

Draft text says panic is no longer impairing work and suggests routine follow-up. This note has no signer and was not finalized before batch review.

Note metadata

Care-coordination note

Note ID: HN-V9F3

Client ID: BH-V9F3

Status: SIGNED 2026-05-29 10:44 CT

Origin: PCP clarification

Client saw outside therapist at 08:15 on 2026-05-29 and has an existing psychiatrist; safety plan was reviewed. No current intent, psychosis, or withdrawal concerns. PCP asked Meadowbrook to avoid duplicative urgent access unless symptoms change.

Note ID: HN-N4A1

Client ID: BH-N4A1

Status: SIGNED 2026-05-29 10:12 CT

Origin: PCP clarification

Voice-hearing checkbox was entered because client described tinnitus and progressive hearing loss. Client denies hallucinations, command content, current intent, or recent self-harm.

Note ID: HN-A8U2

Client ID: BH-A8U2

Status: SIGNED 2026-05-29 10:32 CT

Origin: ED utilization review

Two encounters loaded into the BH ED field were reclassified: one urgent-care insomnia visit and one non-behavioral ED visit. No behavioral-health ED visit remains in the 30-day lookback. No current decompensation documented.

Note ID: HN-D5H0

Client ID: BH-D5H0

Status: SIGNED 2026-05-29 09:49 CT

Origin: ED observation summary

ED observation on 2026-05-21 did not convert to psychiatric inpatient admission. Safety plan was updated. No current intent or functional deterioration documented.

End of packet.

slot_inventory_and_roster.xlsx11 KB

Open_Slot_Inventory16 rows

slot_id	start_ct	site	program	modality	minutes	slot_status	hold_code	age_band	accepted_payers	accepted_plans_or_exclusions	clinical_languages	credential_tags	clinical_contact_type	capacity_note
S-YSF-A7Q	46171.54513888889	North	Youth Safety Review	In-person	45	Open		12-17	Medicaid; Commercial; Self-pay	Riverbend; CedarCare; BlueChoice; Northstar Select	English; Spanish	LCSW-youth-safety	Clinical same-day safety	Same-day youth safety block.
S-PSY-9D2	46171.5625	East	Psychosis Safety Review	In-person	45	Open		18+	Medicaid; Commercial; Self-pay	Riverbend; CedarCare; BlueChoice; Northstar Select; Self-pay	English	LCSW-psychosis-safety	Clinical same-day safety	Do not use for routine intake.
S-PERI-2B	46171.59722222222	Central	Perinatal Rapid Review	Telehealth	45	Open		18+	Medicaid; Commercial	Riverbend; BlueChoice; Northstar Select	English; Spanish	PMHNP-perinatal	Clinical same-day safety	Requires telehealth consent and perinatal presentation.
S-ASR-3P1	46171.63194444445	East	Adult Safety Review	In-person	45	Open		18+	Medicaid; Commercial; Self-pay	Riverbend; CedarCare; BlueChoice; Northstar Select; Self-pay	English	LCSW-adult-safety	Clinical same-day safety	General adult safety block.
S-ASR-HOLD-8MV	46171.66666666666	East	Adult Safety Review	In-person	45	QA release pending	MIGRATION-HOLD	18+	Medicaid; Commercial; Self-pay	Riverbend; CedarCare; BlueChoice; Northstar Select; Self-pay	English	LCSW-adult-safety	Clinical same-day safety	Not released by access lead.
P-SUD-1FZ	46173.375	Telehealth	SUD Nurse Bridge	Telehealth	30	Open		18+	Commercial; Self-pay	BlueChoice; Northstar Select; Self-pay	English	RN-SUD	Clinical bridge contact	No Spanish nurse coverage attached to this block.
P-SUD-7CX	46172.51041666666	Telehealth	SUD Nurse Bridge	Telehealth	30	Hold	INTERPRETER-UNCONFIRMED	18+	Medicaid	Riverbend	Spanish	RN-SUD	Clinical bridge contact	Interpreter not confirmed; hold cannot be released.
P-PDT-6N4	46173.44444444445	East	Post-Discharge Transition	In-person	60	Open		18+	Medicaid; Commercial	Riverbend; CedarCare; BlueChoice; Northstar Select	English	LCSW-transition	Clinical intake	Reserved for recent inpatient discharges when appropriate.
P-ADT-CEN-5QW	46173.54166666666	Central	Adult Therapy Intake	Telehealth	60	Open		18+	Medicaid; Commercial	CedarCare; Riverbend; BlueChoice	English	LCSW-adult	Clinical intake	Inventory payer list predates carve-out addendum.
P-ADT-K3M	46174.38888888889	East	Adult Therapy Intake	Telehealth	60	Open		18+	Medicaid; Commercial	CedarCare; Riverbend; BlueChoice	English	LCSW-adult	Clinical intake	Telehealth; verify consent and carve-outs.
P-ADT-TRI	46174.42708333334	East	Adult Therapy Intake	Telehealth	60	Open		18+	Commercial; Medicaid	BlueChoice; Riverbend	English	LCSW-adult-perinatal-competent	Clinical intake	Accepts pregnant/postpartum clients without same-day perinatal safety trigger.
P-GRP-4MJ	46174.58333333334	West	Skills Group Orientation	In-person	90	Open		18+	Commercial; Self-pay	BlueChoice; Self-pay	English	Group-orientation	Nonclinical orientation	Does not count as first clinical contact.
P-ADT-V4R	46175.36458333334	West	Adult Therapy Intake	In-person	60	Open		18+	Commercial	Northstar Select; BlueChoice	English	LCSW-adult	Clinical intake	In-person only; narrow network included.
P-PER-F8Q	46175.4375	Central	Perinatal Follow-Up	Telehealth	60	Open		18+	Medicaid; Commercial	Riverbend; BlueChoice	English; Spanish	LCSW-perinatal	Clinical intake	For perinatal priority cases that do not require same-day rapid review.
P-YTH-H5L	46176.65277777778	North	Youth Therapy Intake	In-person	60	Open		12-17	Medicaid; Commercial	Riverbend; CedarCare; BlueChoice	English	LCSW-youth	Clinical intake	Guardian consent must be verified for therapy intake.
P-POST-HLD-6R2	46172.34722222222	East	Post-Discharge Transition	In-person	60	Tentative	ED-CALLBACK-RESERVE	18+	Medicaid; Commercial	Riverbend; CedarCare; BlueChoice	English	LCSW-transition	Clinical intake	Tentative reserve; not available to this batch.

Capacity_Addendum_Index5 rows

Rule area	Where to apply
Status gating	Only slot_status Open with blank hold_code is available.
Clinical contact	Nonclinical orientation does not satisfy first clinical contact and is not counted in reserved clinical minutes.
Payer carve-outs	Policy PDF supersedes the accepted payer text in this inventory.
Telehealth consent	Telehealth requires signed consent and cannot be used by plans excluded from telehealth.
Youth therapy	Youth therapy intake requires verified guardian consent unless the slot is same-day safety review.

Roster_Control5 rows

schedule_source	Access template export plus capacity desk review
schedule_run_id	CAP-0529-1140-7H2
capacity_as_of_ct	46171.48611111111
owner	Access Services capacity coordinator
release_note	Open with blank hold code only; release holds must stay outside the batch unless separately approved.
policy_crosswalk	See Access Services desk reference for payer, language, modality, youth consent, and contact limitations.

Dockerfile1 KB

# EKW task - Python environment with data analysis + document skills

FROM alpine/git:2.45.2 AS skills

ARG ANTHROPIC_SKILLS_REF=da20c92503b2e8ff1cf28ca81a0df4673debdbf7

RUN git clone --filter=blob:none --no-checkout https://github.com/anthropics/skills.git /tmp/anthropic-skills \
    && cd /tmp/anthropic-skills \
    && git sparse-checkout init --cone \
    && git sparse-checkout set skills/xlsx skills/pdf skills/docx \
    && git -c advice.detachedHead=false checkout "${ANTHROPIC_SKILLS_REF}" \
    && mkdir -p /harbor/skills \
    && cp -a skills/xlsx /harbor/skills/xlsx \
    && cp -a skills/pdf /harbor/skills/pdf \
    && cp -a skills/docx /harbor/skills/docx

FROM python:3.11-slim
WORKDIR /workspace
RUN apt-get update && apt-get install -y --no-install-recommends \
    libreoffice poppler-utils && rm -rf /var/lib/apt/lists/*
COPY --from=skills /harbor/skills /harbor/skills
RUN chmod -R a+rX /harbor/skills
RUN pip install --no-cache-dir \
    numpy==2.3.3 pandas==2.3.3 matplotlib==3.10.7 pypdf==6.7.0 openpyxl \
    pdfplumber pdf2image pillow defusedxml lxml python-docx pytest pyyaml
COPY data/ /workspace/data/

instruction.md2 KB

You are helping the urgent-access lead at Meadowbrook Behavioral Health Access Services finish the Friday cutover queue before the early-afternoon scheduling huddle. The EHR migration left a mixed behavioral-health referral batch in the access desk: primary-care referrals, school and obstetric handoffs, ED and observation follow-ups, inpatient discharge follow-ups, and self-referrals. Using the attached access desk reference, referral export, signed care-coordination notes, and slot inventory, determine which clients need escalation before ordinary scheduling, which priority clients can be placed into eligible appointments, which priority clients remain unresolved because no eligible clinical slot can be reserved, and which contact restrictions must be carried forward for outreach.

Work only from the attached materials. Treat the access desk reference/capacity rules as controlling for routing, slot eligibility, bridge outreach, payer carve-outs, language/modality requirements, and contact restrictions. Treat a signed care-coordination handoff as authoritative over the raw referral export only when it identifies the same client and is finalized within the 2026-05-29 09:30-11:40 CT batch-review window; ignore draft or unsigned notes. Do not treat raw triage bands as dispositions, do not infer diagnoses, do not recommend medications, and do not invent appointment capacity. Do not use blocked, tentative, held, or QA-release-pending slots. Do not override payer, telehealth, language, guardian/caregiver authority, or collateral-contact restrictions. When facts point to more than one pathway, use the highest-action pathway supported by the attached rules and state any remaining scheduling or contact constraint.

Produce exactly two deliverables in `/workspace/output/`:

* `access_reconciliation_memo.docx` - a structured memo for the urgent-access lead summarizing the escalation queue, slot reservations, unresolved priority cases, bridge-outreach needs, and protected-contact caveats.
* `routing_reconciliation_workbook.xlsx` - a supporting workbook for operations showing client-level routing decisions, slot eligibility/reservation decisions, bridge-outreach flags, and unresolved constraints.

Do not create any additional memo, reasoning document, duplicate report, alternate workbook, machine-readable grading artifact, or other extra output file in `/workspace/output/`.

task.toml1 KB

version = "1.0"
artifacts = ["/workspace/output"]

[verifier]
timeout_sec = 3600.0

[verifier.env]
# values withheld by the publishing pipeline

[agent]
timeout_sec = 14400.0

[environment]
build_timeout_sec = 900.0
memory_mb = 4096
storage_mb = 10240
allow_internet = true
skills_dir = "/harbor/skills"

[metadata]
taxonomy_ids = ["EKW-23"]
domain = "Clinical & Health"
occupation = "Medical & Health Services Managers"
sector = "Healthcare & Social Assistance"
subdomain = "Behavioral and Mental Health"
task_type = "Behavioral Health Access Triage and Referral Reconciliation"