task_53Health care and social assistance

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

TaxonomyHealth care and social assistanceMedical and health services managers

All trialsClaude Opus 5claude-codeTrial 01

Side AAll trials4 trials Trial 0196%Trial 0296%Trial 0396%Trial 0489%

96%

Trial reward

Claude Opus 5Pass

Trial 01 — 1st of 4 by reward score. This model averages 94.3% across 4 trials on this task.

13/13Core verifiers passed
16/17All verifiers passed
60Turns
30Tool calls
$3.08Cost
18.3mTime
55kOutput tokens

Cleared the core tier; missed 1 secondary — side_effects.

core (13)

memo_escalationLLMPass
Why it matters
The escalation queue is the most urgent operational outcome because crisis transfer and same-day review must precede ordinary scheduling.
How to pass
Checks whether the memo presents the correct ranked escalation queue and crisis handling.
Reads
memo_count_consistencyLLMPass
Why it matters
Incorrect headline counts can mislead the urgent-access lead about queue size and capacity pressure even when some client-level rows are correct.
How to pass
Checks whether the memo's aggregate pathway counts are internally consistent with the detailed routing decisions.
Reads
unresolved_priorityLLMPass
Why it matters
Unresolved priority cases require follow-up capacity action and must not be hidden by ineligible appointments.
How to pass
Checks whether the memo identifies the exact unresolved priority clients and why no eligible slot can be reserved.
Reads
bridge_outreachLLMPass
Why it matters
Bridge outreach is a safety-sensitive operational requirement for priority clients whose first clinical contact is delayed or unavailable.
How to pass
Checks whether the memo applies the bridge-outreach rule to the correct clients.
Reads
slot_eligibilityLLMPass
Why it matters
Slot reservations are the primary capacity outcome, and the task tests whether the model respects specialty, payer, language, modality, and consent limits.
How to pass
Checks whether the memo summarizes the correct high-acuity reservation set, total minutes, and excluded-capacity caveats without duplicating the workbook client-slot mapping verifier.
Reads
workbook_completenessLLMPass
Why it matters
The operations workbook must reconcile every referral exactly once, not only clients with reserved appointments.
How to pass
Checks whether the workbook provides complete client-level coverage for the full batch.
Reads
workbook_routing_accuracyLLMPass
Why it matters
Client-level pathway accuracy is the core operational reconciliation outcome across escalation, priority access, and routine/waitlist handling.
How to pass
Checks whether the workbook records the correct routing pathway for every client.
Reads
workbook_slot_listLLMPass
Why it matters
Operations staff need a time-ordered reservation list and correct minute total to hold scarce access capacity safely.
How to pass
Checks whether the workbook lists the exact high-acuity slot set and total minutes, with appointment-start ordering treated as an advisory presentation expectation rather than a standalone failure condition.
Reads
workbook_slot_pairsLLMPass
Why it matters
Correct client-to-slot mapping is necessary because a right-looking slot list is still unsafe if assigned to the wrong client or program.
How to pass
Checks whether the workbook-specific reservation table maps reserved slots to the correct clients and carries the key operational fields.
Reads
workbook_outreachLLMPass
Why it matters
Operations staff need to distinguish clients with scheduled first clinical contacts from those requiring interim outreach or follow-up capacity action.
How to pass
Checks whether the workbook uses client-level flags/tabs consistently for unresolved-priority and bridge-outreach operations, including avoiding routine/waitlist contradictions.
Reads
workbook_protected_contactLLMPass
Why it matters
The workbook is likely to drive follow-up calls, so an incorrect protected-contact flag can cause improper outreach or missed consent safeguards.
How to pass
Checks whether the workbook consistently records protected-contact restrictions for the correct clients across protected-contact and client-level routing fields.
Reads
routine_waitlist_edge_casesLLMPass
Why it matters
These edge cases were a critical missing verifier dimension because each one looks superficially urgent unless the handoff correction and policy exclusion are applied.
How to pass
Checks whether the workbook correctly resolves the four routine/waitlist edge cases.
Reads
memo_protected_contactLLMPass
Why it matters
The memo is an operational handoff for the urgent-access lead, so omitting protected-contact restrictions could lead to inappropriate collateral outreach even if the workbook contains the correct flags.
How to pass
Checks whether the memo carries forward the client-specific protected-contact restrictions required for outreach.
Reads

secondary (4)

source_hierarchyLLMPass
Why it matters
The source-hierarchy rule prevents unfinalized care-coordination text from overriding the referral export.
How to pass
Checks whether the memo applies the signed-handoff hierarchy and rejects the unsigned draft note.
Reads
scope_controlLLMPass
Why it matters
The deliverable is for operational access reconciliation, so diagnoses, medication advice, and external treatment recommendations are outside scope.
How to pass
Checks whether the memo stays within access-routing scope rather than giving clinical treatment advice.
Reads
workbook_exclusionsLLMPass
Why it matters
A strong operations workbook should preserve exclusion reasons so staff do not accidentally schedule into ineligible capacity after the reconciliation.
How to pass
Checks whether the workbook documents why tempting capacity was not usable for unresolved clients.
Reads
side_effectsLLMFail
Why it matters
The task asks for two reconciliation outputs only, so extra artifacts, policy changes, or capacity releases create unsafe ambiguity and violate the revised deliverable requirement.
How to pass
Checks whether the memo avoids materially unsolicited operational side effects and extra artifact instructions.
Reads
Failure mode Off-Scope Advice Added
Why it failed
The memo correctly covers the requested reconciliation categories but also adds unrequested operational directives, such as tasking the capacity desk or a caseworker, clinical care instructions, or extra sections beyond the required reconciliation outputs.
Justification
The memo is not confined to the requested reconciliation outputs: it adds operational side actions such as "Capacity desk: release a Spanish-capable SUD nurse bridge slot..." and "Caseworker: complete guardian/caregiver authority verification...," and it also references a separate supporting artifact ("routing_reconciliation_workbook.xlsx").

2 deliverables · what this trial produced

access_reconciliation_memo.docx46 KB

MEADOWBROOK BEHAVIORAL HEALTH ACCESS SERVICES

Access Reconciliation Memorandum - EHR Cutover Referral Batch

Urgent-Access Lead, Access Services (for the Friday early-afternoon scheduling huddle)

From

Access Services cutover reconciliation desk

Batch

EHR migration mixed behavioral-health referral batch - 16 clients (primary care, school, obstetric, ED/observation, inpatient discharge, self-referral)

Controlling reference

ACC-UR-0529-CUTOVER, Cutover Queue Desk Reference - Urgent Access, Capacity, and Contact Handling

Batch review / bridge threshold

Batch review 2026-05-29 11:40 CT; signed-note window 09:30-11:40 CT; bridge threshold 2026-06-01 11:40 CT

Capacity source

slot_inventory_and_roster.xlsx, capacity as of 2026-05-29 11:40 CT (CAP-0529-1140-7H2)

Supporting workbook

routing_reconciliation_workbook.xlsx

Purpose and scope

This memo reconciles the cutover referral batch against the access desk reference so the queue can be worked before ordinary scheduling resumes. It identifies which clients need escalation, which priority clients have been placed into eligible appointments, which priority clients remain unresolved for lack of eligible clinical capacity, which clients require bridge outreach, and which contact restrictions must be carried forward.

Administrative routing only. This memo is not a diagnostic, medication, or treatment protocol. Raw triage bands in the referral export are queue labels and were not treated as dispositions. No diagnoses were inferred, no medications are recommended, and no appointment capacity was created. Signed care-coordination notes were treated as authoritative over the raw export for the same client only when finalized inside the 2026-05-29 09:30-11:40 CT review window; the unsigned draft note HN-T9Y6-DRAFT (11:35 CT) was disregarded.

At a glance

Outcome

Count

Clients

Escalation queue - crisis transfer

BH-J4K9

Escalation queue - same-day clinician review

BH-C3T8, BH-P8A4, BH-M2N7, BH-L0R6

Priority clients placed into eligible slots

BH-X1D5, BH-R6W8, BH-T9Y6, BH-Z0B4, BH-Q2T0

Priority clients unresolved - no eligible slot

BH-S5Q2, BH-E7V1

Routine / waitlist

BH-V9F3, BH-N4A1, BH-A8U2, BH-D5H0

Bridge outreach required

BH-S5Q2, BH-E7V1, BH-Z0B4, BH-Q2T0

Protected-contact restrictions to carry forward

BH-J4K9, BH-P8A4, BH-L0R6, BH-E7V1

Reserved high-acuity clinical appointments

480 reserved clinical minutes

1. Escalation queue - work before ordinary scheduling

Listed in desk-reference ranking order: crisis transfer first, then same-day review Trigger A, B, C, D. Priority-only clients are not part of this list.

Client

Pathway

Basis

Action / disposition

BH-J4K9

ED callback, 34

Crisis transfer

Signed handoff HN-J4K9 (11:18 CT): current intent to act tonight with an accessible medication stockpile, and medically attended self-harm on 2026-05-27 (within 72 hours) with current intent.

Mobile crisis / ED warm transfer already accepted. Do not reserve an outpatient access slot; do not count for bridge outreach until post-crisis disposition is known. Contact the client only.

BH-C3T8

PCP warm handoff, 47

Same-day clinician review - Trigger A

Current death/self-harm thoughts with an overdose method considered 18 days ago, full medication supply still at home, and no documented safety plan. No current intent, so crisis criteria are not met.

Reserved S-ASR-3P1, adult safety review, 2026-05-29 15:10 CT, East, in-person, 45 min.

BH-P8A4

School referral, 16

Same-day clinician review - Trigger B

Under 18 with self-injury 6 days ago (within 14 days) plus current death/self-harm thoughts. No method or means reported.

Reserved S-YSF-A7Q, youth safety review, 2026-05-29 13:05 CT, North, in-person, 45 min. Proceeds with guardian verification pending.

BH-M2N7

Self-referral, 22

Same-day clinician review - Trigger C

Active command hallucination directing him to step into traffic, with intent and accessible means both denied. Access clinician documented same-day psychosis/safety review and did not initiate crisis transfer.

Reserved S-PSY-9D2, psychosis safety review, 2026-05-29 13:30 CT, East, in-person, 45 min. Self-pay accepted.

BH-L0R6

OB clinic, 29

Same-day clinician review - Trigger D

Eight weeks postpartum with intrusive infant-harm thoughts plus sleep averaging 2.5 hours per night and no confirmed reliable support. EPDS 19 does not reduce this to priority-only.

Reserved S-PERI-2B, perinatal rapid review, 2026-05-29 14:20 CT, Central, telehealth, 45 min. Spanish-capable; telehealth consent signed.

S-ASR-HOLD-8MV (2026-05-29 16:00, adult safety) was not used: QA release pending under MIGRATION-HOLD and not released by the access lead.

2. Slot reservations - priority clients placed into eligible appointments

2.1 Priority-access placements

Client

Priority basis

Slot reserved

Start (CT) / duration

Eligibility confirmation

BH-X1D5

41, Riverbend

Psychiatric inpatient discharge 2026-05-24, five calendar days before batch review.

P-PDT-6N4

Post-discharge transition, East, in-person

2026-05-31 10:40

60 min

Open with blank hold code; slot designated for recent inpatient discharges; payer, age band, language, and site all match. Tentative reserve P-POST-HLD-6R2 was not used.

BH-R6W8

37, CedarCare Medicaid

GAD-7 19 with severe functional impairment (homebound panic) and no active behavioral-health provider within 72 hours.

P-ADT-K3M

Adult therapy intake, East, telehealth

2026-06-01 09:20

60 min

CedarCare cannot use Central adult therapy this batch despite the inventory payer text, so P-ADT-CEN-5QW was excluded; East adult therapy remains eligible. Telehealth consent signed, and the Monday morning slot matches what the client accepted.

BH-T9Y6

30, BlueChoice PPO

GAD-7 19 with severe functional impairment (panic prevents work) and no active behavioral-health provider within 72 hours; pregnant 24 weeks with no same-day perinatal trigger.

P-ADT-TRI

Adult therapy intake (perinatal-competent), East, telehealth

2026-06-01 10:15

60 min

Slot explicitly accepts pregnant/postpartum clients without a same-day perinatal trigger; BlueChoice accepted; telehealth consent signed; East site preference met. Routed on the export because the correcting note is an unsigned draft.

BH-Z0B4

52, Northstar Select

PHQ-9 22 with severe functional impairment (nine missed workdays) and no active behavioral-health provider within 72 hours.

P-ADT-V4R

Adult therapy intake, West, in-person

2026-06-02 08:45

60 min

Northstar Select excludes all telehealth this batch, so the signed telehealth consent cannot be used. This is the only in-person adult therapy intake that explicitly includes Northstar Select; West site preference met. First contact falls after the bridge threshold.

BH-Q2T0

31, Riverbend

Perinatal EPDS 17 with no same-day perinatal trigger: no intrusive harm content, sleep about five hours, partner and sister available for infant care.

P-PER-F8Q

Perinatal follow-up, Central, telehealth

2026-06-02 10:30

60 min

Slot is designated for perinatal priority cases that do not need same-day rapid review, matching the OB request; Riverbend accepted; telehealth consent signed. First contact falls after the bridge threshold.

2.2 High-acuity slot identifiers by appointment start time

Slot ID

Start (CT)

Program / site / modality

Min.

Client

Pathway

S-YSF-A7Q

2026-05-29 13:05

Youth safety review / North / in-person

BH-P8A4

Same-day - B

S-PSY-9D2

2026-05-29 13:30

Psychosis safety review / East / in-person

BH-M2N7

Same-day - C

S-PERI-2B

2026-05-29 14:20

Perinatal rapid review / Central / telehealth

BH-L0R6

Same-day - D

S-ASR-3P1

2026-05-29 15:10

Adult safety review / East / in-person

BH-C3T8

Same-day - A

P-PDT-6N4

2026-05-31 10:40

Post-discharge transition / East / in-person

BH-X1D5

Priority

P-ADT-K3M

2026-06-01 09:20

Adult therapy intake / East / telehealth

BH-R6W8

Priority

P-ADT-TRI

2026-06-01 10:15

Adult therapy intake / East / telehealth

BH-T9Y6

Priority

P-ADT-V4R

2026-06-02 08:45

Adult therapy intake / West / in-person

BH-Z0B4

Priority

P-PER-F8Q

2026-06-02 10:30

Perinatal follow-up / Central / telehealth

BH-Q2T0

Priority

Total

9 reserved clinical appointments

480

Reserved clinical minutes total 480, taken unchanged from the slot inventory. Group orientation P-GRP-4MJ is nonclinical: it cannot satisfy first clinical contact and is excluded from this total, as are the crisis transfer, routine/waitlist clients, and all held, tentative, or QA-release-pending slots.

3. Unresolved priority cases - no eligible clinical slot can be reserved

Client / pathway

Blocking constraint

Why every candidate slot fails

Action required

BH-S5Q2

58, Riverbend Medicaid

Priority access - stable moderate alcohol withdrawal

Spanish clinical language is required, and no Spanish-capable slot that accepts Riverbend Medicaid is releasable.

P-SUD-7CX is Spanish-capable and accepts Riverbend but sits on an INTERPRETER-UNCONFIRMED hold that cannot be released. P-SUD-1FZ is English-only and accepts only BlueChoice, Northstar Select, and Self-pay. All adult therapy intakes are English-only. P-PER-F8Q is Spanish-capable but is a perinatal program. P-GRP-4MJ is nonclinical and excludes this payer.

Escalate to the capacity desk for release of a Spanish-capable SUD nurse bridge or a confirmed interpreter attachment. Do not assume interpreter capacity for English-only blocks. Spanish-language bridge outreach continues in the interim.

BH-E7V1

14, Riverbend Medicaid

Priority access - youth self-injury 21 days ago

Guardian/caregiver authority is not verified, with caregiver conflict documented.

P-YTH-H5L matches age band, site, payer, and language and is Open, but priority youth therapy intake requires verified guardian/caregiver authority, so the slot must not be reserved. The same-day youth safety block does not apply: self-injury was 21 days ago with no current self-harm thoughts, so no same-day trigger is met.

Caseworker to verify guardian/caregiver authority, then reserve the youth therapy intake. Hold the slot unreserved until then, continue bridge outreach, and observe the contact limits in section 5.

No client was placed on this list merely because the first eligible appointment falls after the bridge threshold; those clients appear in section 4 instead.

4. Bridge-outreach needs

Bridge threshold is 2026-06-01 11:40 CT. Four clients require bridge outreach. Crisis transfers, same-day review clients, and routine clients are not counted.

Client

Trigger under the bridge rule

First clinical contact

Outreach handling

BH-S5Q2

Stable moderate-withdrawal / SUD priority client - counted regardless of appointment timing, and additionally has no eligible clinical appointment.

None reserved

Client may be contacted directly. Outreach must be conducted in Spanish.

BH-E7V1

No eligible clinical appointment could be reserved (guardian/caregiver authority not verified).

None reserved

Restricted contact applies - see section 5. Route through the caseworker; school counselor may receive scheduling status only.

BH-Z0B4

First eligible clinical contact is after the threshold.

2026-06-02 08:45

No contact restriction. Confirm the in-person appointment; do not offer telehealth (plan carve-out).

BH-Q2T0

First eligible clinical contact is after the threshold.

2026-06-02 10:30

No contact restriction; ordinary outreach permitted.

Not counted: BH-J4K9 (crisis transfer, excluded until post-crisis disposition is known); BH-C3T8, BH-P8A4, BH-M2N7, and BH-L0R6 (same-day review); BH-X1D5, BH-R6W8, and BH-T9Y6 (priority with first clinical contact before the threshold); and all routine/waitlist clients.

5. Protected-contact caveats to carry forward

Client

Restriction as documented

Permitted outreach

Carry-forward instruction

BH-J4K9

Export instruction limits outreach to the client only; no collateral contact is authorized.

Client directly; mobile crisis / ED care team.

Do not contact family or other collaterals. Confirm post-crisis disposition through the crisis team.

BH-P8A4

Guardian phone on file unverified since 2026-05-07. School counselor may receive scheduling updates only.

Client; verified guardian once reached; school counselor for scheduling status only.

Same-day safety review proceeds with verification pending. Release no clinical detail to the school counselor, and verify guardian authority before booking any youth therapy intake.

BH-L0R6

Client explicitly requested that the partner not be contacted, even though the partner is listed in demographics.

Client directly; OB social work only.

Suppress the partner as a contact in outreach and reminders. Conduct all contact in Spanish.

BH-E7V1

Guardian/caregiver authority not verified with caregiver conflict noted; no voicemail or details with the stepfather until the caseworker confirms authority; school counselor limited to scheduling status.

Client; caseworker; school counselor for scheduling status only.

Leave no voicemail or clinical detail with the stepfather. Route verification through the caseworker and keep the youth therapy intake unreserved until authority is verified.

Not flagged as restricted contact: BH-S5Q2 (Spanish interpreter need), and BH-Z0B4, BH-N4A1, and BH-D5H0 (no telehealth consent or a site preference). These are scheduling constraints, not restrictions on collateral outreach.

6. Routine / waitlist dispositions

Four clients whose raw triage bands read high or moderate resolve to routine or waitlist once the signed notes and desk-reference exclusions are applied. None receive a reserved high-acuity slot or bridge outreach.

Client

Why routine rather than priority or escalation

Standing constraint

BH-V9F3

27, Northstar Select

PHQ-9 21 and GAD-7 16 are already covered by an active behavioral-health provider seen at 08:15 on 2026-05-29, within 72 hours, with the safety plan reviewed and no crisis or same-day trigger.

PCP asked to avoid duplicative urgent access unless symptoms change. Any future booking must be in-person under the Northstar Select telehealth exclusion.

BH-N4A1

63, Riverbend

The signed note corrects the psychosis checkbox: the entry reflects tinnitus and progressive hearing loss. Hallucinations, command content, intent, and recent self-harm are all denied, and PHQ-9 14 / GAD-7 10 with mild impairment meets no priority criterion.

Do not route to psychosis safety review on the export checkbox alone. No telehealth consent on file.

BH-A8U2

45, Riverbend

Both 30-day "behavioral-health ED" encounters were reclassified as one urgent-care insomnia visit and one non-behavioral ED visit, neither of which counts as a behavioral-health ED visit. PHQ-9 13 / GAD-7 12 with moderate impairment meets no priority criterion.

ED utilization flag originated in a non-behavioral encounter table; no decompensation documented.

BH-D5H0

19, County Access Safety Net

The 2026-05-21 ED observation stay did not convert to psychiatric inpatient admission, and ED observation does not count as inpatient discharge (it is also eight calendar days out). PHQ-9 16 / GAD-7 7 with mild impairment meets no priority criterion.

County Access Safety Net is eligible only for same-day safety review or post-crisis follow-up, so no routine or priority therapy intake may be reserved from the current inventory.

7. Capacity notes for the huddle

7.1 Slots excluded as unusable

S-ASR-HOLD-8MV (2026-05-29 16:00, adult safety review, East) - QA release pending, MIGRATION-HOLD, not released by the access lead.

P-SUD-7CX (2026-05-30 12:15, SUD nurse bridge, Spanish) - Hold, INTERPRETER-UNCONFIRMED. Its unavailability is the direct cause of the BH-S5Q2 gap.

P-POST-HLD-6R2 (2026-05-30 08:20, post-discharge transition, East) - Tentative, ED-CALLBACK-RESERVE, explicitly not available to this batch.

7.2 Usable capacity left unreserved

P-ADT-CEN-5QW (2026-05-31 13:00, adult therapy intake, Central, telehealth) - open, but barred for the one CedarCare client by the Central adult therapy carve-out; remaining priority clients matched closer program, payer, and site fits. Available for later release.

P-SUD-1FZ (2026-05-31 09:00, SUD nurse bridge, telehealth) - open, but English-only and excludes Riverbend Medicaid, so the batch’s only SUD priority client is ineligible.

P-YTH-H5L (2026-06-03 15:40, youth therapy intake, North) - open and otherwise matching, but must stay unreserved until guardian/caregiver authority is verified for BH-E7V1.

P-GRP-4MJ (2026-06-01 14:00, skills group orientation, West) - nonclinical; cannot satisfy first clinical contact and is not counted toward reserved clinical minutes.

7.3 Two escalations for the huddle

Capacity desk: release a Spanish-capable SUD nurse bridge slot, or attach confirmed interpreter capacity, for BH-S5Q2.

Caseworker: complete guardian/caregiver authority verification for BH-E7V1 so the youth therapy intake can be reserved.

8. Basis of reconciliation

Routing, slot eligibility, bridge outreach, payer carve-outs, language and modality requirements, and contact restrictions follow desk reference ACC-UR-0529-CUTOVER, which controls over stale payer text and comments in the slot inventory.

Fifteen care-coordination notes were signed inside the 2026-05-29 09:30-11:40 CT window and identify the same client as the export, so each was treated as authoritative for that client. HN-T9Y6-DRAFT (unsigned, 11:35 CT) was disregarded, so BH-T9Y6 was routed on the export facts.

Where facts supported more than one pathway, the highest-action pathway was used: BH-J4K9 to crisis transfer rather than an ED-callback intake, and BH-L0R6 to same-day Trigger D rather than perinatal priority on EPDS alone.

The slot inventory is the only capacity source. No slot was created, no duration was altered, and no blocked, hold, tentative, or QA-release-pending capacity was used.

Client-level detail supporting every line in this memo, including slot-by-slot eligibility reasoning, is in routing_reconciliation_workbook.xlsx.

routing_reconciliation_workbook.xlsx27 KB

Summary_Counts17 rows

Routing Reconciliation Workbook - Summary
Meadowbrook Behavioral Health Access Services \| EHR cutover referral batch \| Batch review 2026-05-29 11:40 CT
Counts below are Excel formulas over the Client_Routing_Decisions and Slot_Reservations sheets.
Measure	Count
Clients in cutover batch	16
Escalation queue (crisis + same-day review)	5
Crisis transfers	1
Same-day clinician review	4
Priority access clients	7
Priority clients placed into eligible slots	5
Priority clients unresolved (no eligible slot)	2
Routine / waitlist clients	4
Reserved high-acuity clinical appointments	9
Reserved clinical minutes	480
Clients requiring bridge outreach	4
Clients with protected-contact restrictions	4
Inventory slots excluded as unusable (hold/tentative/QA)	3
Scope note: administrative routing only. This workbook is not a diagnostic, medication, or treatment record. Raw triage bands are queue labels, not dispositions. The unsigned draft note HN-T9Y6-DRAFT was not applied.

Client_Routing_Decisions18 rows

Client-Level Routing Decisions - EHR Cutover Referral Batch
Raw triage band is a queue label only and is not the access pathway. Pathway assigned by highest-action rule supported by the desk reference. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Client ID	Referral Source	Age	Payer / Plan	Raw Triage Band (label only)	Authoritative Source Applied	Final Access Pathway	Escalation Rank	Pathway Basis (desk-reference criterion)	Slot Reserved	Appointment Start (CT)	Minutes	Bridge Outreach	Restricted Contact	Remaining Scheduling / Contact Constraint
BH-J4K9	ED callback	34	Riverbend Medicaid MCO	Moderate	Signed handoff HN-J4K9 (11:18 CT)	Crisis transfer	1	Current intent to act tonight plus accessible means (medication stockpile at home); also medically attended self-harm 2026-05-27 within 72h with current intent.	None - crisis exclusion	n/a	0	No - excluded (crisis transfer)	Yes	Mobile crisis / ED warm transfer already accepted. Do not place into any outpatient access slot until post-crisis disposition is known. Excluded from bridge-outreach counts. Outreach limited to the client only - no collateral contact.
BH-C3T8	Primary care warm handoff	47	Riverbend Medicaid MCO	High	Signed handoff HN-C3T8 (10:02 CT)	Same-day clinician review - Trigger A	2	Trigger A: current death/self-harm thoughts plus overdose method considered 18 days ago with full medication supply at home, and no documented safety plan. No current intent, so crisis criteria are not met.	S-ASR-3P1	2026-05-29 15:10	45	No - same-day review excluded	No	In-person adult safety block at East; Riverbend accepted. S-ASR-HOLD-8MV (16:00) is QA release pending and was not used.
BH-P8A4	School referral	16	Riverbend Medicaid MCO	High	Signed handoff HN-P8A4 (10:41 CT)	Same-day clinician review - Trigger B	3	Trigger B: under 18 with non-suicidal self-injury 6 days ago (within 14 days) plus current death/self-harm thoughts. No method/means reported, so Trigger A does not apply.	S-YSF-A7Q	2026-05-29 13:05	45	No - same-day review excluded	Yes	Same-day youth safety review may proceed while guardian verification is pending. Any later youth therapy intake requires verified guardian authority (unverified since 2026-05-07). School counselor may receive scheduling status only.
BH-M2N7	Self referral	22	Self-pay	High	Signed handoff HN-M2N7 (10:36 CT)	Same-day clinician review - Trigger C	4	Trigger C: active command hallucination (voice directing him to step into traffic) with denied intent and no accessible means. Clinician documented same-day psychosis/safety review, not crisis transfer.	S-PSY-9D2	2026-05-29 13:30	45	No - same-day review excluded	No	Psychosis safety block at East explicitly accepts Self-pay. In-person; no telehealth dependency.
BH-L0R6	OB clinic	29	Riverbend Medicaid MCO	Moderate	Signed handoff HN-L0R6 (10:58 CT)	Same-day clinician review - Trigger D	5	Trigger D: 8 weeks postpartum with intrusive infant-harm thoughts plus sleep averaging 2.5 hours/night and no confirmed reliable support. EPDS 19 does not downgrade this to priority-only.	S-PERI-2B	2026-05-29 14:20	45	No - same-day review excluded	Yes	Spanish-capable perinatal rapid review; signed telehealth consent on file. CedarCare carve-out not applicable (Riverbend). Partner must not be contacted - outreach to client directly or OB social work only.
BH-X1D5	Inpatient discharge planning	41	Riverbend Medicaid MCO	Moderate	Signed handoff HN-X1D5 (09:55 CT)	Priority access	-	Psychiatric inpatient discharge 2026-05-24, five calendar days before batch review (within 7 days). No crisis or same-day trigger; safety plan on file.	P-PDT-6N4	2026-05-31 10:40	60	No - first clinical contact before threshold	No	In-person East post-discharge transition visit. P-POST-HLD-6R2 was not used (Tentative, ED-CALLBACK-RESERVE).
BH-R6W8	Self referral	37	CedarCare Medicaid	Moderate	Signed handoff HN-R6W8 (10:50 CT)	Priority access	-	GAD-7 19 (>=18) with severe functional impairment (homebound panic) and no active behavioral-health provider seen within 72 hours. No suicidal thoughts reported.	P-ADT-K3M	2026-06-01 09:20	60	No - first clinical contact before threshold	No	CedarCare carve-out bars Central adult therapy (P-ADT-CEN-5QW) even though the inventory row lists CedarCare; East adult therapy remains eligible. Telehealth used on signed consent; matches the client-accepted Monday morning window.
BH-T9Y6	OB clinic	30	BlueChoice PPO	Moderate	Referral export (draft note HN-T9Y6-DRAFT unsigned - ignored)	Priority access	-	GAD-7 19 (>=18) with severe functional impairment (panic prevents work) and no active behavioral-health provider within 72 hours. Pregnant 24 weeks with no same-day perinatal trigger.	P-ADT-TRI	2026-06-01 10:15	60	No - first clinical contact before threshold	No	Draft, unsigned OB note claiming symptoms resolved was not applied. Perinatal-competent East intake explicitly accepts pregnant clients without a same-day perinatal trigger; BlueChoice accepted; telehealth consent on file.
BH-Z0B4	Primary care referral	52	Northstar Select	High	Signed handoff HN-Z0B4 (10:52 CT)	Priority access	-	PHQ-9 22 (>=20) with severe functional impairment (9 missed workdays) and no active behavioral-health provider within 72 hours. No ideation or psychosis.	P-ADT-V4R	2026-06-02 08:45	60	Yes - first clinical contact after 2026-06-01 11:40	No	Northstar Select excludes all telehealth slots for this batch, so the signed telehealth consent cannot be used. P-ADT-V4R is the only in-person adult therapy intake that explicitly includes Northstar Select; West site matches preference.
BH-Q2T0	OB clinic	31	Riverbend Medicaid MCO	Moderate	Signed handoff HN-Q2T0 (10:47 CT)	Priority access	-	Perinatal EPDS 17 (>=16) with no same-day perinatal trigger: no intrusive harm content, sleep about five hours, partner and sister available for infant care.	P-PER-F8Q	2026-06-02 10:30	60	Yes - first clinical contact after 2026-06-01 11:40	No	Central perinatal follow-up matches the OB request for follow-up rather than same-day review; Riverbend accepted (CedarCare carve-out not applicable) and telehealth consent on file.
BH-S5Q2	Primary care warm handoff	58	Riverbend Medicaid MCO	High	Signed handoff HN-S5Q2 (10:24 CT)	Priority access - UNRESOLVED	-	Stable moderate alcohol-withdrawal presentation, not intoxicated, stable vital signs. No crisis or same-day trigger.	None - no eligible slot	n/a	0	Yes - SUD priority counts regardless of timing, and no eligible appointment exists	No	Spanish clinical language is required. P-SUD-1FZ is English-only and accepts only BlueChoice/Northstar Select/Self-pay, so Riverbend Medicaid is excluded. P-SUD-7CX (Spanish, Riverbend) is on INTERPRETER-UNCONFIRMED hold and cannot be released. Interpreter capacity must not be assumed. Skills Group Orientation is nonclinical and also excludes this payer.
BH-E7V1	School referral	14	Riverbend Medicaid MCO	High	Signed handoff HN-E7V1 (11:05 CT)	Priority access - UNRESOLVED	-	Youth self-injury 21 days ago (15-30 day band) with no current self-harm thoughts; PHQ-9 23 with marked impairment and no active provider also meets the score criterion. Trigger B does not apply (self-injury outside 14 days, no current thoughts).	None - cannot reserve	n/a	0	Yes - no eligible appointment reserved	Yes	Guardian/caregiver authority is not verified, so priority youth therapy intake P-YTH-H5L cannot be reserved. No voicemail or details with the stepfather until the caseworker confirms authority; school counselor may receive scheduling status only.
BH-V9F3	Primary care referral	27	Northstar Select	High	Signed handoff HN-V9F3 (10:44 CT)	Routine / waitlist	-	PHQ-9 21 and GAD-7 16 are already covered by an active behavioral-health provider seen 2026-05-29 08:15 (within 72 hours), with safety plan reviewed and no crisis or same-day trigger.	None - routine	n/a	0	No - routine excluded	No	PCP asked to avoid duplicative urgent access unless symptoms change. Any future booking must be in-person: Northstar Select excludes telehealth this batch.
BH-N4A1	Primary care referral	63	Riverbend Medicaid MCO	High	Signed handoff HN-N4A1 (10:12 CT)	Routine / waitlist	-	Signed note corrects the psychosis checkbox: the entry reflects tinnitus and progressive hearing loss. Client denies hallucinations, command content, intent, and recent self-harm; PHQ-9 14 / GAD-7 10 with mild impairment meets no priority criterion.	None - routine	n/a	0	No - routine excluded	No	Do not route to psychosis safety review on the export checkbox alone. No telehealth consent on file; Central site preference noted.
BH-A8U2	ED follow-up queue	45	Riverbend Medicaid MCO	High	Signed handoff HN-A8U2 (10:32 CT)	Routine / waitlist	-	Both 30-day "BH ED" encounters were reclassified as one urgent-care insomnia visit and one non-behavioral ED visit, which do not count as behavioral-health ED visits. PHQ-9 13 / GAD-7 12 with moderate impairment meets no priority criterion.	None - routine	n/a	0	No - routine excluded	No	ED utilization flag came from a non-BH encounter table; no decompensation documented. Safety plan on file.
BH-D5H0	ED observation follow-up	19	County Access Safety Net	Moderate	Signed handoff HN-D5H0 (09:49 CT)	Routine / waitlist	-	The 2026-05-21 ED observation stay did not convert to psychiatric inpatient admission, and ED observation does not count as inpatient discharge (it is also 8 calendar days out). PHQ-9 16 / GAD-7 7 with mild impairment meets no priority criterion.	None - routine	n/a	0	No - routine excluded	No	County Access Safety Net is eligible only for same-day safety review or post-crisis follow-up; no routine or priority therapy intake may be reserved from the current inventory. No telehealth consent on file.

Slot_Reservations13 rows

Reserved High-Acuity Clinical Slots - Ordered by Appointment Start Time
Includes reserved same-day and priority-access clinical slots only. Excludes crisis transfer, routine/waitlist, blocked/tentative/QA-held slots, and nonclinical group orientation. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Reservation Order (by start time)	Slot ID	Start (CT)	Site	Program	Modality	Minutes	Client ID	Pathway	Clinical Contact Type	Eligibility Confirmation
1	S-YSF-A7Q	2026-05-29 13:05	North	Youth Safety Review	In-person	45	BH-P8A4	Same-day review - Trigger B	Clinical same-day safety	Open, blank hold code; age band 12-17; Riverbend accepted; English; in-person (no telehealth consent needed); guardian verification may remain pending for same-day youth safety.
2	S-PSY-9D2	2026-05-29 13:30	East	Psychosis Safety Review	In-person	45	BH-M2N7	Same-day review - Trigger C	Clinical same-day safety	Open, blank hold code; 18+; Self-pay explicitly accepted; English; command-content case matched to psychosis safety specialty.
3	S-PERI-2B	2026-05-29 14:20	Central	Perinatal Rapid Review	Telehealth	45	BH-L0R6	Same-day review - Trigger D	Clinical same-day safety	Open, blank hold code; 18+; Riverbend accepted; Spanish-capable as required; signed telehealth consent on file; perinatal same-day presentation.
4	S-ASR-3P1	2026-05-29 15:10	East	Adult Safety Review	In-person	45	BH-C3T8	Same-day review - Trigger A	Clinical same-day safety	Open, blank hold code; 18+; Riverbend accepted; English; adult Trigger A matched to adult safety specialty; East site preference met.
5	P-PDT-6N4	2026-05-31 10:40	East	Post-Discharge Transition	In-person	60	BH-X1D5	Priority access - post-discharge	Clinical intake	Open, blank hold code; 18+; Riverbend accepted; English; slot is designated for recent inpatient discharges; East site preference met.
6	P-ADT-K3M	2026-06-01 09:20	East	Adult Therapy Intake	Telehealth	60	BH-R6W8	Priority access	Clinical intake	Open, blank hold code; 18+; East adult therapy remains eligible for CedarCare under the carve-out; English; signed telehealth consent; Monday morning accepted by client.
7	P-ADT-TRI	2026-06-01 10:15	East	Adult Therapy Intake	Telehealth	60	BH-T9Y6	Priority access	Clinical intake	Open, blank hold code; 18+; BlueChoice accepted; English; signed telehealth consent; perinatal-competent slot that accepts pregnant clients without a same-day perinatal trigger.
8	P-ADT-V4R	2026-06-02 08:45	West	Adult Therapy Intake	In-person	60	BH-Z0B4	Priority access	Clinical intake	Open, blank hold code; 18+; in-person only, which satisfies the Northstar Select telehealth exclusion; plan explicitly included; West site preference met.
9	P-PER-F8Q	2026-06-02 10:30	Central	Perinatal Follow-Up	Telehealth	60	BH-Q2T0	Priority access - perinatal	Clinical intake	Open, blank hold code; 18+; Riverbend accepted (CedarCare carve-out not applicable); signed telehealth consent; designated for perinatal priority cases not needing same-day rapid review.
					Reserved clinical minutes	480	9	reserved high-acuity clinical appointments
Durations are taken unchanged from the slot inventory. Nonclinical group orientation and unusable held slots are excluded from reserved clinical minutes.

Slot_Eligibility_Decisions18 rows

Slot-by-Slot Eligibility and Reservation Decisions
Only slot_status Open with a blank hold code is available. The desk reference overrides stale payer text in the inventory. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Slot ID	Start (CT)	Site	Program	Modality	Minutes	Inventory Status	Hold Code	Usable for This Batch	Reservation Decision	Assigned Client	Eligibility / Exclusion Reason
S-YSF-A7Q	2026-05-29 13:05	North	Youth Safety Review	In-person	45	Open	(blank)	Yes	Reserved	BH-P8A4	Same-day youth safety block matched to the youth Trigger B presentation; guardian verification may remain pending.
S-PSY-9D2	2026-05-29 13:30	East	Psychosis Safety Review	In-person	45	Open	(blank)	Yes	Reserved	BH-M2N7	Psychosis safety block matched to the command-content Trigger C case; Self-pay accepted.
S-PERI-2B	2026-05-29 14:20	Central	Perinatal Rapid Review	Telehealth	45	Open	(blank)	Yes	Reserved	BH-L0R6	Perinatal rapid review matched to the Trigger D same-day perinatal case; Spanish capacity and telehealth consent both confirmed.
S-ASR-3P1	2026-05-29 15:10	East	Adult Safety Review	In-person	45	Open	(blank)	Yes	Reserved	BH-C3T8	Adult safety block matched to adult Trigger A; Riverbend accepted; English.
S-ASR-HOLD-8MV	2026-05-29 16:00	East	Adult Safety Review	In-person	45	QA release pending	MIGRATION-HOLD	No	Not usable	-	QA-release-pending capacity not released by the access lead; excluded from this batch by rule.
P-SUD-7CX	2026-05-30 12:15	Telehealth	SUD Nurse Bridge	Telehealth	30	Hold	INTERPRETER-UNCONFIRMED	No	Not usable	-	Hold cannot be released; interpreter not confirmed. This was the only Spanish-capable SUD bridge slot, which is why BH-S5Q2 remains unresolved.
P-POST-HLD-6R2	2026-05-30 08:20	East	Post-Discharge Transition	In-person	60	Tentative	ED-CALLBACK-RESERVE	No	Not usable	-	Tentative reserve explicitly not available to this batch.
P-SUD-1FZ	2026-05-31 09:00	Telehealth	SUD Nurse Bridge	Telehealth	30	Open	(blank)	Yes	Not reserved - no eligible client	-	Available, but the only SUD priority client (BH-S5Q2) is Riverbend Medicaid and requires Spanish; this block accepts only BlueChoice/Northstar Select/Self-pay and has no Spanish nurse coverage.
P-PDT-6N4	2026-05-31 10:40	East	Post-Discharge Transition	In-person	60	Open	(blank)	Yes	Reserved	BH-X1D5	Post-discharge transition visit for a psychiatric inpatient discharge within 7 days; Riverbend accepted; East site.
P-ADT-CEN-5QW	2026-05-31 13:00	Central	Adult Therapy Intake	Telehealth	60	Open	(blank)	Yes	Not reserved - remains open	-	Usable capacity, but barred for the CedarCare client (BH-R6W8) because CedarCare cannot use Central adult therapy this batch, regardless of the inventory payer list. Remaining priority clients were matched to closer program/site/payer fits. Available for later release.
P-ADT-K3M	2026-06-01 09:20	East	Adult Therapy Intake	Telehealth	60	Open	(blank)	Yes	Reserved	BH-R6W8	East adult therapy remains eligible for CedarCare under the carve-out; telehealth consent signed; English.
P-ADT-TRI	2026-06-01 10:15	East	Adult Therapy Intake	Telehealth	60	Open	(blank)	Yes	Reserved	BH-T9Y6	Perinatal-competent adult intake accepting pregnant clients without a same-day trigger; BlueChoice accepted; telehealth consent signed; East site preference met.
P-GRP-4MJ	2026-06-01 14:00	West	Skills Group Orientation	In-person	90	Open	(blank)	Yes (nonclinical)	Not reserved - nonclinical	-	Group orientation is nonclinical: it cannot satisfy first clinical contact and is not counted in reserved clinical minutes. Payer list also excludes the SUD client who requested later orientation.
P-ADT-V4R	2026-06-02 08:45	West	Adult Therapy Intake	In-person	60	Open	(blank)	Yes	Reserved	BH-Z0B4	Only in-person adult therapy intake explicitly including Northstar Select, which is required because that plan excludes all telehealth this batch.
P-PER-F8Q	2026-06-02 10:30	Central	Perinatal Follow-Up	Telehealth	60	Open	(blank)	Yes	Reserved	BH-Q2T0	Perinatal priority case not requiring same-day rapid review; Riverbend accepted; telehealth consent signed. (Barred for CedarCare clients, none of whom are perinatal.)
P-YTH-H5L	2026-06-03 15:40	North	Youth Therapy Intake	In-person	60	Open	(blank)	Yes, but blocked by consent	Not reserved - consent not verified	-	Priority youth therapy intake requires verified guardian/caregiver authority. BH-E7V1 has unverified caregiver authority with documented caregiver conflict, so the slot must not be reserved; hold capacity pending verification.

Bridge_Outreach12 rows

Bridge-Outreach Flags - Threshold 2026-06-01 11:40 CT
Counts non-crisis priority clients whose first clinical contact falls after the threshold or who have no eligible appointment, plus all stable moderate-withdrawal/SUD priority clients regardless of timing. Crisis transfers, same-day review clients, and routine clients are not counted. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Client ID	Pathway	Bridge Outreach Required	Reason Under Bridge Rule	First Scheduled Clinical Contact (CT)	Contact Handling Note
BH-S5Q2	Priority access - SUD (unresolved)	Yes	Stable moderate-withdrawal/SUD priority client - counted regardless of appointment timing; additionally has no eligible clinical appointment.	None reserved	Client may be contacted directly. Bridge outreach must be delivered in Spanish; no interpreter capacity may be assumed from English-only blocks.
BH-E7V1	Priority access - youth (unresolved)	Yes	No eligible clinical appointment could be reserved (guardian/caregiver authority not verified).	None reserved	Restricted contact: no voicemail or details with the stepfather until the caseworker confirms authority; school counselor may receive scheduling status only. Route outreach through the caseworker/verification path.
BH-Z0B4	Priority access	Yes	First eligible clinical contact 2026-06-02 08:45 CT is after the 2026-06-01 11:40 CT threshold.	2026-06-02 08:45	No contact restriction. In-person appointment confirmed; do not offer telehealth (plan carve-out).
BH-Q2T0	Priority access - perinatal	Yes	First eligible clinical contact 2026-06-02 10:30 CT is after the 2026-06-01 11:40 CT threshold.	2026-06-02 10:30	No contact restriction; ordinary outreach permitted.
BH-X1D5	Priority access - post-discharge	No	First clinical contact 2026-05-31 10:40 CT is before the threshold.	2026-05-31 10:40	No contact restriction.
BH-R6W8	Priority access	No	First clinical contact 2026-06-01 09:20 CT is before the threshold.	2026-06-01 09:20	No contact restriction.
BH-T9Y6	Priority access	No	First clinical contact 2026-06-01 10:15 CT is before the threshold.	2026-06-01 10:15	No contact restriction.
BH-J4K9	Crisis transfer	Excluded	Crisis-transfer clients are excluded from bridge-outreach counts until post-crisis disposition is known.	Mobile crisis / ED (outside access slots)	Outreach limited to the client only - no collateral contact.
Bridge-outreach clients required		4
Same-day review and routine/waitlist clients are out of scope for bridge outreach and are not listed above.

Unresolved_Priority_Cases4 rows

Unresolved Priority Cases - No Eligible Clinical Slot Can Be Reserved
Priority-access clients only. A client is not listed here merely because the first eligible appointment falls after the bridge threshold. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Client ID	Pathway	Program Needed	Blocking Constraint	Slots Considered and Why Each Fails	Action Required to Resolve
BH-S5Q2	Priority access - stable moderate alcohol withdrawal	SUD nurse bridge (Spanish-capable)	Spanish clinical language required; no Spanish-capable, Riverbend-eligible clinical slot is releasable.	P-SUD-7CX (Spanish, Riverbend) is on INTERPRETER-UNCONFIRMED hold and cannot be released. P-SUD-1FZ is English-only and accepts only BlueChoice/Northstar Select/Self-pay. All adult therapy intakes are English-only. P-PER-F8Q is Spanish-capable but is a perinatal program. P-GRP-4MJ is nonclinical and excludes this payer.	Escalate to the capacity desk for a Spanish-capable SUD nurse bridge release or confirmed interpreter attachment. Bridge outreach in Spanish continues in the meantime; do not assume interpreter capacity for English-only blocks.
BH-E7V1	Priority access - youth self-injury 15-30 days	Youth therapy intake	Guardian/caregiver authority not verified, with documented caregiver conflict.	P-YTH-H5L is Open and otherwise matches age band, site, payer, and language, but priority youth therapy intake requires verified guardian authority, so it must not be reserved. S-YSF-A7Q is a same-day youth safety block and this client has no same-day trigger (self-injury 21 days ago, no current self-harm thoughts).	Caseworker to verify guardian/caregiver authority, then reserve youth therapy intake. Until then hold the slot unreserved, continue bridge outreach, and observe contact limits (no details with the stepfather; school counselor scheduling status only).

Protected_Contact_Register7 rows

Protected-Contact Restrictions to Carry Forward
Flagged where ordinary family, guardian, partner, or collateral outreach is not permitted without additional consent or verification. Interpreter need, site preference, and absence of telehealth consent are not contact restrictions. Sources: access_services_rules_cutover_queue.pdf (ACC-UR-0529-CUTOVER); referral_batch_export.xlsx; signed_clinical_handoff_packet.docx; slot_inventory_and_roster.xlsx. Batch review 2026-05-29 11:40 CT; bridge threshold 2026-06-01 11:40 CT.
Client ID	Pathway	Restriction Type	Restriction as Documented	Permitted Outreach	Carry-Forward Instruction
BH-J4K9	Crisis transfer	Collateral contact not permitted	Export instruction: may contact client only. No collateral contact authorized.	Client directly; mobile crisis / ED care team for crisis disposition.	Do not contact family or other collaterals. Confirm post-crisis disposition through the crisis team, not through collateral outreach.
BH-P8A4	Same-day review - Trigger B	Guardian authority unverified; collateral limited to scheduling status	Guardian phone on file has not been verified since 2026-05-07. School counselor may receive scheduling updates only.	Client/student and verified guardian once reached; school counselor for scheduling status only.	Same-day safety review proceeds with verification pending. Release no clinical detail to the school counselor. Verify guardian authority before any youth therapy intake is booked.
BH-L0R6	Same-day review - Trigger D	Partner do-not-contact	Client explicitly requested that the partner not be contacted; outreach must be to the client directly or OB social work only.	Client directly; OB social work.	Suppress partner as a contact in outreach and reminders even though the partner is listed in demographics. Conduct all contact in Spanish.
BH-E7V1	Priority access - unresolved	Unverified caregiver authority; stepparent do-not-detail	Guardian/caregiver consent not verified with caregiver conflict noted. No voicemail or details with the stepfather until the caseworker confirms authority. School counselor may receive scheduling status only.	Client/student; caseworker; school counselor for scheduling status only.	Leave no voicemail or clinical detail with the stepfather. Route verification through the caseworker. Do not reserve youth therapy intake until authority is verified.
Not flagged: BH-S5Q2 (Spanish interpreter need), BH-Z0B4 and BH-D5H0 and BH-N4A1 (no telehealth consent / site preference) - these are scheduling constraints, not contact restrictions.

User prompt → 60 turns · 30 tool calls → final responseclaude-code

45 of 60 turns are kept here; the rest were cut to fit the trajectory's byte budget, and each cut is marked where it fell.

1userYou are helping the urgent-access lead at Meadowbrook Behavioral Health Access Services finish the Friday cutover queue…
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-conta
… 403 more characters in the raw trajectory.
2I'll start by examining the attached materials in the workspace.21k
I'll start by examining the attached materials in the workspace.

3Bash1

Tool execution only — no assistant text

Bashfind /workspace -type f -not -path "*/node_modules/*" -not -path "*/.git/*" | head -100 && echo "---" && ls -la /workspace (+description)

Arguments

List workspace files

find /workspace -type f -not -path "*/node_modules/*" -not -path "*/.git/*" | head -100 && echo "---" && ls -la /workspace

Output

/workspace/data/access_services_rules_cutover_queue.pdf
/workspace/data/referral_batch_export.xlsx
/workspace/data/signed_clinical_handoff_packet.docx
/workspace/data/slot_inventory_and_roster.xlsx
---
total 12
drwxr-xr-x 1 root root 4096 Aug 20 01:18 .
drwxr-xr-x 1 root root 4096 Aug 20 03:02 ..
drwxr-xr-x 1 root root 4096 Aug 20 01:18 data

[stdout]
/workspace/data/access_services_rules_cutover_queue.pdf
/workspace/data/referral_batch_export.xlsx
/workspace/data/signed_clinical_handoff_packet.docx
/workspace/data/slot_inventory_and_roster.xlsx
---
total 12
drwxr-xr-x 1 root root 4096 Aug 20 01:18 .
drwxr-xr-x 1 root root 4096 Aug 20 03:02 ..
drwxr-xr-x 1 root root 4096 Aug 20 01:18 data
[metadata]
noOutputExpected: false

5Bash21k1

Tool execution only — no assistant text

Bashcd /workspace/data && python3 -c " import zipfile for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx','signed_clinical_handoff_packet.docx']: print('===',f) z=zipfile.ZipFile(f) for n in z.namelist(): print(' ',n) " 2>&1 | head -60; echo "--- PDF pages:"; python3 -c " import subprocess " ; pdfinfo /workspace/data/access_services_rules_cutover_queue.pdf 2>/dev/null || python3 -c " try: import pypdf; r=pypdf.PdfReader('/workspace/data/access_services_rules_cutover_queue.pdf'); print('pages',len(r.pages)) except Exception as e: p4k chars

Arguments

cd /workspace/data && python3 -c "
import zipfile
for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx','signed_clinical_handoff_packet.docx']:
    print('===',f)
    z=zipfile.ZipFile(f)
    for n in z.namelist(): print('   ',n)
" 2>&1 | head -60; echo "--- PDF pages:"; python3 -c "
import subprocess
" ; pdfinfo /workspace/data/access_services_rules_cutover_queue.pdf 2>/dev/null || python3 -c "
try:
    import pypdf; r=pypdf.PdfReader('/workspace/data/access_services_rules_cutover_queue.pdf'); print('pages',len(r.pages))
except Exception as e: p

… 53 more characters of arguments in the raw trajectory.

Output

=== referral_batch_export.xlsx
    docProps/app.xml
    docProps/core.xml
    xl/theme/theme1.xml
    xl/worksheets/sheet1.xml
    xl/tables/table1.xml
    xl/worksheets/_rels/sheet1.xml.rels
    xl/worksheets/sheet2.xml
    xl/tables/table2.xml
    xl/worksheets/_rels/sheet2.xml.rels
    xl/worksheets/sheet3.xml
    xl/styles.xml
    _rels/.rels
    xl/workbook.xml
    xl/_rels/workbook.xml.rels
    [Content_Types].xml
=== slot_inventory_and_roster.xlsx
    docProps/app.xml
    docProps/core.xml
    xl/theme/theme1.xml
    xl/worksheets/sheet1.xml
    xl/tables/table1.xml
    xl/worksheets/_rels/sheet1.xml.rels
    xl/worksheets/sheet2.xml
    xl/tables/table2.xml
    xl/worksheets/_rels/sheet2.xml.rels
    xl/worksheets/sheet3.xml
    xl/styles.xml
    _rels/.rels
    xl/workbook.xml
    xl/_rels/workbook.xml.rels
    [Content_Types].xml
=== signed_clinical_handoff_packet.docx
    [Content_Types].xml
    _rels/.rels
    docProps/core.xml
    docProps/app.xml
    word/document.xml

… 2,938 more characters of output in the raw trajectory.

6Bash22k1

Tool execution only — no assistant text

Bashpdftotext -layout access_services_rules_cutover_queue.pdf - 2>/dev/null | cat -A /dev/null; pdftotext -layout access_services_rules_cutover_queue.pdf /tmp/rules.txt && cat /tmp/rules.txt (+description)18k chars

Arguments

Extract rules PDF text

pdftotext -layout access_services_rules_cutover_queue.pdf - 2>/dev/null | cat -A /dev/null; pdftotext -layout access_services_rules_cutover_queue.pdf /tmp/rules.txt && cat /tmp/rules.txt

Output

Meadowbrook Behavioral Health Access Services
 Cutover Queue Desk Reference - Urgent Access, Capacity, and Contact
 Handling
          Document ID          ACC-UR-0529-CUTOVER                           Applies to          EHR cutover referrals reviewed 2026-05-29 11:40 CT

          Owner                Access Services Operations Lead               Use limit           Administrative routing only - not a diagnostic, medication, or
                                                                                                 treatment protocol



 1. Source hierarchy and exclusions
   Area                               Operational requirement

   Authoritative hierarchy            Use this desk reference for routing, bridge outreach, payer carve-outs, slot eligibility, and contact restrictions. Use the signed
                                      care-coordination handoff packet over the referral export only when the note identifies the same client and is signed during the

… 17,455 more characters of output in the raw trajectory.

8Bash25k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx']: wb=openpyxl.load_workbook(f) print('=====',f, wb.sheetnames) for ws in wb.worksheets: print('---SHEET:',ws.title, ws.dimensions) " (+description)

Arguments

List sheets and dims

python3 -c "
import openpyxl
for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx']:
    wb=openpyxl.load_workbook(f)
    print('=====',f, wb.sheetnames)
    for ws in wb.worksheets:
        print('---SHEET:',ws.title, ws.dimensions)
"

Output

===== referral_batch_export.xlsx ['Referral_Export', 'Batch_Context', 'Extract_Control']
---SHEET: Referral_Export A1:AD17
---SHEET: Batch_Context A1:B7
---SHEET: Extract_Control A1:B7
===== slot_inventory_and_roster.xlsx ['Open_Slot_Inventory', 'Capacity_Addendum_Index', 'Roster_Control']
---SHEET: Open_Slot_Inventory A1:O17
---SHEET: Capacity_Addendum_Index A1:B6
---SHEET: Roster_Control A1:B6

[stdout]
===== referral_batch_export.xlsx ['Referral_Export', 'Batch_Context', 'Extract_Control']
---SHEET: Referral_Export A1:AD17
---SHEET: Batch_Context A1:B7
---SHEET: Extract_Control A1:B7
===== slot_inventory_and_roster.xlsx ['Open_Slot_Inventory', 'Capacity_Addendum_Index', 'Roster_Control']
---SHEET: Open_Slot_Inventory A1:O17
---SHEET: Capacity_Addendum_Index A1:B6
---SHEET: Roster_Control A1:B6
[metadata]
noOutputExpected: false

9Bash26k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl wb=openpyxl.load_workbook('referral_batch_export.xlsx') ws=wb['Referral_Export'] rows=list(ws.iter_rows(values_only=True)) hdr=rows[0] for i,r in enumerate(rows[1:],1): print('===== ROW',i) for h,v in zip(hdr,r): if v is not None and str(v).strip()!='': print(f' {h}: {v}') " (+description)28k chars

Arguments

Dump referral export rows

python3 -c "
import openpyxl
wb=openpyxl.load_workbook('referral_batch_export.xlsx')
ws=wb['Referral_Export']
rows=list(ws.iter_rows(values_only=True))
hdr=rows[0]
for i,r in enumerate(rows[1:],1):
    print('===== ROW',i)
    for h,v in zip(hdr,r):
        if v is not None and str(v).strip()!='':
            print(f'  {h}: {v}')
"

Output

===== ROW 1
  client_id: BH-J4K9
  intake_ts_ct: 2026-05-29 09:08:00
  source: ED callback
  age: 34
  perinatal_status: No
  payer_plan: Riverbend Medicaid MCO
  preferred_site: East
  clinical_language: English
  telehealth_consent: No
  guardian_consent_status: n/a
  collateral_contact_note: May contact client only
  raw_triage_band: Moderate
  phq9: 15
  gad7: 12
  functional_impairment: Moderate
  current_intent_reported: No
  current_death_or_self_harm_thoughts: No
  method_or_means_recent: No
  safety_plan_on_file: No
  medically_attended_self_harm_last_72h: No
  psychosis_checkbox: No
  command_content_reported: No
  substance_withdrawal_status: None
  bh_ed_visits_30d: 1
  active_bh_provider_seen_within_72h: No
  linked_note_id: HN-J4K9
  export_comment: ED callback note pending at export time.
===== ROW 2
  client_id: BH-C3T8
  intake_ts_ct: 2026-05-29 09:17:00
  source: Primary care warm handoff
  age: 47
  perinatal_status: No
  payer_plan: Riverbend Medicaid MCO
  preferre

… 26,804 more characters of output in the raw trajectory.

11Bash33k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl wb=openpyxl.load_workbook('referral_batch_export.xlsx') for s in ['Batch_Context','Extract_Control']: ws=wb[s]; print('=====',s) for r in ws.iter_rows(values_only=True): print(' ',r) wb2=openpyxl.load_workbook('slot_inventory_and_roster.xlsx') for s in ['Capacity_Addendum_Index','Roster_Control']: ws=wb2[s]; print('=====',s) for r in ws.iter_rows(values_only=True): print(' ',r) " (+description)5k chars

Arguments

Dump context sheets

python3 -c "
import openpyxl
wb=openpyxl.load_workbook('referral_batch_export.xlsx')
for s in ['Batch_Context','Extract_Control']:
    ws=wb[s]; print('=====',s)
    for r in ws.iter_rows(values_only=True):
        print('  ',r)
wb2=openpyxl.load_workbook('slot_inventory_and_roster.xlsx')
for s in ['Capacity_Addendum_Index','Roster_Control']:
    ws=wb2[s]; print('=====',s)
    for r in ws.iter_rows(values_only=True):
        print('  ',r)
"

Output

===== Batch_Context
   ('Field', 'Value')
   ('Batch review timestamp (CT)', datetime.datetime(2026, 5, 29, 11, 40))
   ('Bridge threshold (72h from batch review)', datetime.datetime(2026, 6, 1, 11, 40))
   ('Export generated', datetime.datetime(2026, 5, 29, 11, 22))
   ('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_Control
   ('extract_name', 'MBH_ACCESS_CUTOVER_QUEUE')
   ('source_system', 'athenaOne BH intake and CareConnect attachments')
   ('run_id', 'CUTOVER-0529-AC-7MZQ')
   ('generated_ct', datetime.datetime(2026, 5, 29, 11, 22))
   ('review_window_ct', '2026-05-29 09:30-11:40')
   ('queue_owner', 'Access Services - urgent access de

… 3,586 more characters of output in the raw trajectory.

12Bash34k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl wb=openpyxl.load_workbook('slot_inventory_and_roster.xlsx') ws=wb['Open_Slot_Inventory'] rows=list(ws.iter_rows(values_only=True)) hdr=rows[0] print(hdr) for i,r in enumerate(rows[1:],1): print('=== SLOT ROW',i) for h,v in zip(hdr,r): print(f' {h}: {v}') " (+description)17k chars

Arguments

Dump slot inventory

python3 -c "
import openpyxl
wb=openpyxl.load_workbook('slot_inventory_and_roster.xlsx')
ws=wb['Open_Slot_Inventory']
rows=list(ws.iter_rows(values_only=True))
hdr=rows[0]
print(hdr)
for i,r in enumerate(rows[1:],1):
    print('=== SLOT ROW',i)
    for h,v in zip(hdr,r):
        print(f'   {h}: {v}')
"

Output

('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')
=== SLOT ROW 1
   slot_id: S-YSF-A7Q
   start_ct: 2026-05-29 13:05:00
   site: North
   program: Youth Safety Review
   modality: In-person
   minutes: 45
   slot_status: Open
   hold_code: None
   age_band: 12-17
   accepted_payers: Medicaid; Commercial; Self-pay
   accepted_plans_or_exclusions: Riverbend; CedarCare; BlueChoice; Northstar Select
   clinical_languages: English; Spanish
   credential_tags: LCSW-youth-safety
   clinical_contact_type: Clinical same-day safety
   capacity_note: Same-day youth safety block.
=== SLOT ROW 2
   slot_id: S-PSY-9D2
   start_ct: 2026-05-29 13:30:00
   site: East
   program: Psychosis Safety Review
   modality: In-person
   minutes: 45
   slot_status: Open
   hold_code: None
   age_band: 18+
   accepted_payers:

… 15,928 more characters of output in the raw trajectory.

13Now the signed handoff packet.38k
Now the signed handoff packet.

14Bash1

Tool execution only — no assistant text

Bashpython3 -c " from docx import Document d=Document('signed_clinical_handoff_packet.docx') from docx.table import Table from docx.text.paragraph import Paragraph body=d.element.body def iterblk(parent): from docx.oxml.ns import qn for child in parent.iterchildren(): if child.tag==qn('w:p'): yield Paragraph(child,d) elif child.tag==qn('w:tbl'): yield Table(child,d) for b in iterblk(body): if isinstance(b,Paragraph): t=b.text.strip() if t: print(f'[{b.style.name}] {t}') else: print('--- TABLE ---') for ro12k chars

Arguments

python3 -c "
from docx import Document
d=Document('signed_clinical_handoff_packet.docx')
from docx.table import Table
from docx.text.paragraph import Paragraph
body=d.element.body
def iterblk(parent):
    from docx.oxml.ns import qn
    for child in parent.iterchildren():
        if child.tag==qn('w:p'): yield Paragraph(child,d)
        elif child.tag==qn('w:tbl'): yield Table(child,d)
for b in iterblk(body):
    if isinstance(b,Paragraph):
        t=b.text.strip()
        if t: print(f'[{b.style.name}] {t}')
    else:
        print('--- TABLE ---')
        for ro

… 171 more characters of arguments in the raw trajectory.

Output

[Heading 1] Access Services Care-Coordination Notes Packet
[Normal] Cutover queue review window: 2026-05-29 09:30-11:40 CT | Service line: urgent access desk
[Normal] 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.
--- TABLE ---
  | 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 revie

… 10,908 more characters of output in the raw trajectory.

16All four sources are extracted. Let me verify my note-window and eligibility logic once more against edge cases, then bu…53k
All four sources are extracted. Let me verify my note-window and eligibility logic once more against edge cases, then build the deliverables.

17Bash1

Tool execution only — no assistant text

Bashpython3 - <<'EOF' from datetime import datetime w0=datetime(2026,5,29,9,30); w1=datetime(2026,5,29,11,40) notes={'HN-J4K9':('SIGNED','11:18'),'HN-C3T8':('SIGNED','10:02'),'HN-P8A4':('SIGNED','10:41'),'HN-M2N7':('SIGNED','10:36'), 'HN-L0R6':('SIGNED','10:58'),'HN-X1D5':('SIGNED','09:55'),'HN-S5Q2':('SIGNED','10:24'),'HN-R6W8':('SIGNED','10:50'), 'HN-E7V1':('SIGNED','11:05'),'HN-Q2T0':('SIGNED','10:47'),'HN-Z0B4':('SIGNED','10:52'),'HN-T9Y6-DRAFT':('DRAFT','11:35'), 'HN-V9F3':('SIGNED','10:44'),'HN-N4A1':('SIGNED','10:12'),'HN-A8U2':('SIGNED','10:32'),'HN-D5H0':('SIGNED','09:492k chars

Arguments

python3 - <<'EOF'
from datetime import datetime
w0=datetime(2026,5,29,9,30); w1=datetime(2026,5,29,11,40)
notes={'HN-J4K9':('SIGNED','11:18'),'HN-C3T8':('SIGNED','10:02'),'HN-P8A4':('SIGNED','10:41'),'HN-M2N7':('SIGNED','10:36'),
'HN-L0R6':('SIGNED','10:58'),'HN-X1D5':('SIGNED','09:55'),'HN-S5Q2':('SIGNED','10:24'),'HN-R6W8':('SIGNED','10:50'),
'HN-E7V1':('SIGNED','11:05'),'HN-Q2T0':('SIGNED','10:47'),'HN-Z0B4':('SIGNED','10:52'),'HN-T9Y6-DRAFT':('DRAFT','11:35'),
'HN-V9F3':('SIGNED','10:44'),'HN-N4A1':('SIGNED','10:12'),'HN-A8U2':('SIGNED','10:32'),'HN-D5H0':('SIGNED','09:49

… 771 more characters of arguments in the raw trajectory.

Output

HN-J4K9          SIGNED 11:18  authoritative=True
HN-C3T8          SIGNED 10:02  authoritative=True
HN-P8A4          SIGNED 10:41  authoritative=True
HN-M2N7          SIGNED 10:36  authoritative=True
HN-L0R6          SIGNED 10:58  authoritative=True
HN-X1D5          SIGNED 09:55  authoritative=True
HN-S5Q2          SIGNED 10:24  authoritative=True
HN-R6W8          SIGNED 10:50  authoritative=True
HN-E7V1          SIGNED 11:05  authoritative=True
HN-Q2T0          SIGNED 10:47  authoritative=True
HN-Z0B4          SIGNED 10:52  authoritative=True
HN-T9Y6-DRAFT    DRAFT  11:35  authoritative=False
HN-V9F3          SIGNED 10:44  authoritative=True
HN-N4A1          SIGNED 10:12  authoritative=True
HN-A8U2          SIGNED 10:32  authoritative=True
HN-D5H0          SIGNED 09:49  authoritative=True

2026-05-29 Friday
2026-05-30 Saturday
2026-05-31 Sunday
2026-06-01 Monday
2026-06-02 Tuesday
2026-06-03 Wednesday

BH-X1D5 2026-05-24 5 calendar days before batch review; within7=True
BH-D5H0 2026-0

… 1,206 more characters of output in the raw trajectory.

19Analysis is locked. Now let me load the document skills.53k
Analysis is locked. Now let me load the document skills.
20user{"type": "text", "text": "Base directory for this skill: /logs/agent/sessions/skills/docx\n\n# DOCX creation, editing, a…
{"type": "text", "text": "Base directory for this skill: /logs/agent/sessions/skills/docx\n\n# DOCX creation, editing, and analysis\n\n## Overview\n\nA .docx file is a ZIP archive containing XML files.\n\n## Quick Reference\n\n| Task | Approach |\n|------|----------|\n| Read/analyze content | pandoc or unpack for raw XML |\n| Create new document | Use docx-js - see Creating New Documents below |\n| Edit existing document | Unpack → edit XML → repack - see Editing Existing Documents below |\n\n### Converting .doc to .docx\n\nLegacy .doc files must be converted before editing:\n\nbash\npython scripts/office/soffice.py --headless --convert-to docx document.doc\n\n\n### Reading Content\n\nbash\n# Text extraction with tracked changes\npandoc --track-changes=all document.docx -o output.md\n\n# Raw XML access\npython scripts/office/unpack.py document.docx unpacked/\n\n\n### Converting to Images\n\nbash\npython scripts/office/soffice.py --headless --convert-to pdf document.docx\npdftoppm -jpeg -r 150 document.pdf page\n\n\n### Accepting Tracked Changes\n\nTo produce a clean document with all tracked changes accepted (requires LibreOffice):\n\nbash\npython scripts/accept_changes.py input.docx output.docx\n\n\n---\n\n## Creating New Documents\n\nGenerate .docx files with JavaScript, then validate. Install: npm install -g docx\n\n### Setup\n```javascript\nconst { Document, Packer, Paragraph, TextRun, Table, TableRow, TableCell, ImageRun,\n Header, Footer, AlignmentType, PageOrientation, LevelFormat, ExternalHyperlink,\n InternalHyperlink, Bookmark, FootnoteReferenceRun, PositionalTab,\n PositionalTabAlignment, PositionalTabRelativeTo, PositionalTabLeader,\n TabStopType, TabStopPosition, Column, SectionType,\n TableOfContents, HeadingLevel, BorderStyle, WidthType, ShadingType,\n VerticalAlign, PageNumber, PageBreak } = require('docx');\n\nconst doc = new Document({ sections: [{ children: [/* content */] }
… 18,094 more characters in the raw trajectory.
21Skill1
Tool execution only — no assistant text
Skilldocx
Arguments
docx
Output
Launching skill: docx [metadata] success: true commandName: docx
22user{"type": "text", "text": "Base directory for this skill: /logs/agent/sessions/skills/xlsx\n\n# Requirements for Outputs\…
{"type": "text", "text": "Base directory for this skill: /logs/agent/sessions/skills/xlsx\n\n# Requirements for Outputs\n\n## All Excel files\n\n### Professional Font\n- Use a consistent, professional font (e.g., Arial, Times New Roman) for all deliverables unless otherwise instructed by the user\n\n### Zero Formula Errors\n- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)\n\n### Preserve Existing Templates (when updating templates)\n- Study and EXACTLY match existing format, style, and conventions when modifying files\n- Never impose standardized formatting on files with established patterns\n- Existing template conventions ALWAYS override these guidelines\n\n## Financial models\n\n### Color Coding Standards\nUnless otherwise stated by the user or existing template\n\n#### Industry-Standard Color Conventions\n- Blue text (RGB: 0,0,255): Hardcoded inputs, and numbers users will change for scenarios\n- Black text (RGB: 0,0,0): ALL formulas and calculations\n- Green text (RGB: 0,128,0): Links pulling from other worksheets within same workbook\n- Red text (RGB: 255,0,0): External links to other files\n- Yellow background (RGB: 255,255,0): Key assumptions needing attention or cells that need to be updated\n\n### Number Formatting Standards\n\n#### Required Format Rules\n- Years: Format as text strings (e.g., "2024" not "2,024")\n- Currency: Use $#,##0 format; ALWAYS specify units in headers ("Revenue ($mm)")\n- Zeros: Use number formatting to make all zeros "-", including percentages (e.g., "$#,##0;($#,##0);-")\n- Percentages: Default to 0.0% format (one decimal)\n- Multiples: Format as 0.0x for valuation multiples (EV/EBITDA, P/E)\n- Negative numbers: Use parentheses (123) not minus -123\n\n### Formula Construction Rules\n\n#### Assumptions Placement\n- Place ALL assumptions (growth rates, margins, multiples, etc.) in separate assumption cells\n- Use cell referenc
… 8,847 more characters in the raw trajectory.
23Skill62k1
Tool execution only — no assistant text
Skillxlsx
Arguments
xlsx
Output
Launching skill: xlsx [metadata] success: true commandName: xlsx
25Both skills loaded. Building the workbook first.70k
Both skills loaded. Building the workbook first.

26Bash1

Tool execution only — no assistant text

Bashmkdir -p /workspace/output && node -e "require('docx');console.log('docx ok')" 2>&1 | tail -2; python3 -c "import openpyxl;print('openpyxl', openpyxl.__version__)"; ls /logs/agent/sessions/skills/xlsx/scripts/ 2>/dev/null (+description)

Arguments

Check tooling availability

mkdir -p /workspace/output && node -e "require('docx');console.log('docx ok')" 2>&1 | tail -2; python3 -c "import openpyxl;print('openpyxl', openpyxl.__version__)"; ls /logs/agent/sessions/skills/xlsx/scripts/ 2>/dev/null

Output

/bin/bash: line 1: node: command not found
openpyxl 3.1.5
office
recalc.py

[stdout]
/bin/bash: line 1: node: command not found
openpyxl 3.1.5
office
recalc.py
[metadata]
noOutputExpected: false

27Bash71k1
Tool execution only — no assistant text
Bashwhich npm nodejs node 2>/dev/null; ls /usr/lib/node_modules 2>/dev/null; python3 -c "import docx; print('python-docx', docx.__version__ if hasattr(docx,'__version__') else 'ok')" (+description)
Arguments
Check node and python-docx
which npm nodejs node 2>/dev/null; ls /usr/lib/node_modules 2>/dev/null; python3 -c "import docx; print('python-docx', docx.__version__ if hasattr(docx,'__version__') else 'ok')"
Output
python-docx 1.2.0 [stdout] python-docx 1.2.0 [metadata] noOutputExpected: false
29No Node available — I'll use python-docx for the memo. Writing the workbook now.86k
No Node available — I'll use python-docx for the memo. Writing the workbook now.
30Bash1
Tool execution only — no assistant text
Bashcat > /tmp/build_wb.py <<'PYEOF' from openpyxl import Workbook from openpyxl.styles import Font, PatternFill, Alignment, Border, Side from openpyxl.utils import get_column_letter HDR_FILL = PatternFill('solid', start_color='1F3864') HDR_FONT = Font(name='Arial', size=10, bold=True, color='FFFFFF') BASE = Font(name='Arial', size=10) BOLD = Font(name='Arial', size=10, bold=True) TITLE = Font(name='Arial', size=12, bold=True, color='1F3864') thin = Side(style='thin', color='BFBFBF') BORD = Border(left=thin, right=thin, top=thin, bottom=thin) CRISIS = PatternFill('solid',
Arguments
cat > /tmp/build_wb.py <<'PYEOF' from openpyxl import Workbook from openpyxl.styles import Font, PatternFill, Alignment, Border, Side from openpyxl.utils import get_column_letter HDR_FILL = PatternFill('solid', start_color='1F3864') HDR_FONT = Font(name='Arial', size=10, bold=True, color='FFFFFF') BASE = Font(name='Arial', size=10) BOLD = Font(name='Arial', size=10, bold=True) TITLE = Font(name='Arial', size=12, bold=True, color='1F3864') thin = Side(style='thin', color='BFBFBF') BORD = Border(left=thin, right=thin, top=thin, bottom=thin) CRISIS = PatternFill('solid',
… 32,965 more characters of arguments in the raw trajectory.
Output
saved [stdout] saved [metadata] noOutputExpected: false

31Bash86k1

Tool execution only — no assistant text

Bashcd /logs/agent/sessions/skills/xlsx && python3 scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 120 (+description)

Arguments

Recalculate workbook formulas

cd /logs/agent/sessions/skills/xlsx && python3 scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 120

Output

{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 16
}
Shell cwd was reset to /workspace

[stdout]
{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 16
}
[stderr]

Shell cwd was reset to /workspace
[metadata]
noOutputExpected: false

32Bash86k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl wb=openpyxl.load_workbook('/workspace/output/routing_reconciliation_workbook.xlsx',data_only=True) ws=wb['Summary_Counts'] for r in ws.iter_rows(min_row=5,max_row=18,values_only=True): if r[0]: print(f'{r[0]:<55} {r[1]}') print() ws2=wb['Slot_Reservations'] print('minutes total cell G14:', ws2['G14'].value, '| count H14:', ws2['H14'].value) print('bridge yes count:', wb['Bridge_Outreach']['C14'].value) " (+description)2k chars

Arguments

Verify computed summary values

python3 -c "
import openpyxl
wb=openpyxl.load_workbook('/workspace/output/routing_reconciliation_workbook.xlsx',data_only=True)
ws=wb['Summary_Counts']
for r in ws.iter_rows(min_row=5,max_row=18,values_only=True):
    if r[0]: print(f'{r[0]:<55} {r[1]}')
print()
ws2=wb['Slot_Reservations']
print('minutes total cell G14:', ws2['G14'].value, '| count H14:', ws2['H14'].value)
print('bridge yes count:', wb['Bridge_Outreach']['C14'].value)
"

Output

Measure                                                 Count
Clients in cutover batch                                16
Escalation queue (crisis + same-day review)             5
  Crisis transfers                                      1
  Same-day clinician review                             4
Priority access clients                                 7
  Priority clients placed into eligible slots           5
  Priority clients unresolved (no eligible slot)        2
Routine / waitlist clients                              4
Reserved high-acuity clinical appointments              9
Reserved clinical minutes                               480
Clients requiring bridge outreach                       4
Clients with protected-contact restrictions             4
Inventory slots excluded as unusable (hold/tentative/QA) 3

minutes total cell G14: 480 | count H14: 9
bridge yes count: 4

[stdout]
Measure                                                 Count
Clients in cutover batch

… 816 more characters of output in the raw trajectory.

34Workbook verified. Now the memo.99k
Workbook verified. Now the memo.
35Bash1
Tool execution only — no assistant text
Bashcat > /tmp/build_memo.py <<'PYEOF' from docx import Document from docx.shared import Pt, Inches, RGBColor from docx.enum.text import WD_ALIGN_PARAGRAPH from docx.enum.table import WD_TABLE_ALIGNMENT from docx.enum.section import WD_SECTION from docx.oxml.ns import qn from docx.oxml import OxmlElement NAVY = RGBColor(0x1F, 0x38, 0x64) GREY = RGBColor(0x59, 0x59, 0x59) CW = 6.5 doc = Document() sec = doc.sections[0] sec.page_width, sec.page_height = Inches(8.5), Inches(11) for m in ('top_margin','bottom_margin','left_margin','right_margin'): setattr(sec, m, Inc
Arguments
cat > /tmp/build_memo.py <<'PYEOF' from docx import Document from docx.shared import Pt, Inches, RGBColor from docx.enum.text import WD_ALIGN_PARAGRAPH from docx.enum.table import WD_TABLE_ALIGNMENT from docx.enum.section import WD_SECTION from docx.oxml.ns import qn from docx.oxml import OxmlElement NAVY = RGBColor(0x1F, 0x38, 0x64) GREY = RGBColor(0x59, 0x59, 0x59) CW = 6.5 doc = Document() sec = doc.sections[0] sec.page_width, sec.page_height = Inches(8.5), Inches(11) for m in ('top_margin','bottom_margin','left_margin','right_margin'): setattr(sec, m, Inc
… 26,093 more characters of arguments in the raw trajectory.
Output
saved [stdout] saved [metadata] noOutputExpected: false

36Bash99k1

Tool execution only — no assistant text

Bashcd /logs/agent/sessions/skills/docx && python3 scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx 2>&1 | tail -20 (+description)2k chars

Arguments

Validate memo docx

cd /logs/agent/sessions/skills/docx && python3 scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx 2>&1 | tail -20

Output

FAILED - Found NEW validation errors:
  word/document.xml: 2 new error(s)
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}pBdr': This element is not expected. Expected is one of ( {http://schemas.openxmlformats.org/wordprocessingml/2006/main}ind, {http://schemas.openxmlformats.org/wordprocessingml/20...
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblBorders': This element is not expected. Expected is one of ( {http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblCaption, {http://schemas.openxmlformats.org/wordpr...
  word/settings.xml: 1 new error(s)
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}zoom': The attribute '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}percent' is required but missing.

Paragraphs: 0 → 323 (+323)
Shell cwd was reset to /workspace

[stdout]
FAILED - Found NEW validation errors:
  word/document.xml: 2 new error(s)
    - Element '{http://schema

… 832 more characters of output in the raw trajectory.

38Three schema-ordering issues to fix — element position in pPr/tblPr and a template zoom attribute.101k
Three schema-ordering issues to fix — element position in pPr/tblPr and a template zoom attribute.

39Bash1

Tool execution only — no assistant text

Bashpython3 - <<'EOF' import re p='/tmp/build_memo.py' s=open(p).read() helper = ''' _PPR_AFTER = ('w:shd','w:tabs','w:suppressAutoHyphens','w:kinsoku','w:wordWrap','w:overflowPunct', 'w:topLinePunct','w:autoSpaceDE','w:autoSpaceDN','w:bidi','w:adjustRightInd','w:snapToGrid', 'w:spacing','w:ind','w:contextualSpacing','w:mirrorIndents','w:suppressOverlap','w:jc', 'w:textDirection','w:textAlignment','w:textboxTightWrap','w:outlineLvl','w:divId','w:cnfStyle', 'w:rPr','w:sectPr','w:pPrChange') _TBLPR_AFTER = ('w:shd','w:tblLayout','w:tblCellMar','w:tblLook','w:tblCaptio

Arguments

python3 - <<'EOF'
import re
p='/tmp/build_memo.py'
s=open(p).read()

helper = '''
_PPR_AFTER = ('w:shd','w:tabs','w:suppressAutoHyphens','w:kinsoku','w:wordWrap','w:overflowPunct',
  'w:topLinePunct','w:autoSpaceDE','w:autoSpaceDN','w:bidi','w:adjustRightInd','w:snapToGrid',
  'w:spacing','w:ind','w:contextualSpacing','w:mirrorIndents','w:suppressOverlap','w:jc',
  'w:textDirection','w:textAlignment','w:textboxTightWrap','w:outlineLvl','w:divId','w:cnfStyle',
  'w:rPr','w:sectPr','w:pPrChange')
_TBLPR_AFTER = ('w:shd','w:tblLayout','w:tblCellMar','w:tblLook','w:tblCaptio

… 1,174 more characters of arguments in the raw trajectory.

Output

saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
Shell cwd was reset to /workspace

[stdout]
saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
[stderr]

Shell cwd was reset to /workspace
[metadata]
noOutputExpected: false

40Validation passes. Let me render the memo to confirm it reads cleanly.102k
Validation passes. Let me render the memo to confirm it reads cleanly.

41Bash1

Tool execution only — no assistant text

Bashcd /tmp && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx --outdir /tmp/render >/dev/null 2>&1; pdftoppm -jpeg -r 80 /tmp/render/access_reconciliation_memo.pdf /tmp/render/pg && ls /tmp/render/ (+description)

Arguments

Render memo to images

cd /tmp && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx --outdir /tmp/render >/dev/null 2>&1; pdftoppm -jpeg -r 80 /tmp/render/access_reconciliation_memo.pdf /tmp/render/pg && ls /tmp/render/

Output

access_reconciliation_memo.pdf
pg-1.jpg
pg-2.jpg
pg-3.jpg
pg-4.jpg
pg-5.jpg
pg-6.jpg
pg-7.jpg
pg-8.jpg
pg-9.jpg
Shell cwd was reset to /workspace

[stdout]
access_reconciliation_memo.pdf
pg-1.jpg
pg-2.jpg
pg-3.jpg
pg-4.jpg
pg-5.jpg
pg-6.jpg
pg-7.jpg
pg-8.jpg
pg-9.jpg
[stderr]

Shell cwd was reset to /workspace
[metadata]
noOutputExpected: false

42Read102k1

Tool execution only — no assistant text

Read/tmp/render/pg-1.jpg267k chars

Arguments

/tmp/render/pg-1.jpg

Output

type: image
source:
  type: base64
  data: /9j/4AAQSkZJRgABAQEAUABQAAD/2wBDAAgGBgcGBQgHBwcJCQgKDBQNDAsLDBkSEw8UHRofHh0aHBwgJC4nICIsIxwcKDcpLDAxNDQ0Hyc5PTgyPC4zNDL/2wBDAQkJCQwLDBgNDRgyIRwhMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjL/wAARCANwAqgDASIAAhEBAxEB/8QAHwAAAQUBAQEBAQEAAAAAAAAAAAECAwQFBgcICQoL/8QAtRAAAgEDAwIEAwUFBAQAAAF9AQIDAAQRBRIhMUEGE1FhByJxFDKBkaEII0KxwRVS0fAkM2JyggkKFhcYGRolJicoKSo0NTY3ODk6Q0RFRkdISUpTVFVWV1hZWmNkZWZnaGlqc3R1dnd4eXqDhIWGh4iJipKTlJWWl5iZmqKjpKWmp6ipqrKztLW2t7i5usLDxMXGx8jJytLT1NXW19jZ2uHi4+Tl5ufo6erx8vP09fb3+Pn6/8QAHwEAAwEBAQEBAQEBAQAAAAAAAAECAwQFBgcICQoL/8QAtREAAgECBAQDBAcFBAQAAQJ3AAECAxEEBSExBhJBUQdhcRMiMoEIFEKRobHBCSMzUvAVYnLRChYkNOEl8RcYGRomJygpKjU2Nzg5OkNERUZHSElKU1RVVldYWVpjZGVmZ2hpanN0dXZ3eHl6goOEhYaHiImKkpOUlZaXmJmaoqOkpaanqKmqsrO0tba3uLm6wsPExcbHyMnK0tPU1dbX2Nna4uPk5ebn6Onq8vP09fb3+Pn6/9oADAMBAAIRAxEAPwD3+iiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKA

… 265,634 more characters of output in the raw trajectory.

44Read103k1

Tool execution only — no assistant text

Read/tmp/render/pg-2.jpg225k chars

Arguments

/tmp/render/pg-2.jpg

Output

type: image
source:
  type: base64
  data: 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

… 224,290 more characters of output in the raw trajectory.

46Column widths aren't sticking — the table grid needs explicit widths. Fixing that.106k
Column widths aren't sticking — the table grid needs explicit widths. Fixing that.

47Bash1

Tool execution only — no assistant text

Bashpython3 - <<'EOF' p='/tmp/build_memo.py' s=open(p).read() s = s.replace('''def _insert_ordered(parent, el, after_tags):''', '''def set_grid(tbl, widths): grid = tbl._tbl.find(qn('w:tblGrid')) if grid is None: return for gc, w in zip(grid.findall(qn('w:gridCol')), widths): gc.set(qn('w:w'), str(int(round(w * 1440)))) tblPr = tbl._tbl.tblPr for old in tblPr.findall(qn('w:tblW')): tblPr.remove(old) tw = OxmlElement('w:tblW') tw.set(qn('w:w'), str(int(round(sum(widths) * 1440)))); tw.set(qn('w:type'), 'dxa') _insert_ordered(tblPr, t

Arguments

python3 - <<'EOF'
p='/tmp/build_memo.py'
s=open(p).read()

s = s.replace('''def _insert_ordered(parent, el, after_tags):''', '''def set_grid(tbl, widths):
    grid = tbl._tbl.find(qn('w:tblGrid'))
    if grid is None: return
    for gc, w in zip(grid.findall(qn('w:gridCol')), widths):
        gc.set(qn('w:w'), str(int(round(w * 1440))))
    tblPr = tbl._tbl.tblPr
    for old in tblPr.findall(qn('w:tblW')): tblPr.remove(old)
    tw = OxmlElement('w:tblW')
    tw.set(qn('w:w'), str(int(round(sum(widths) * 1440)))); tw.set(qn('w:type'), 'dxa')
    _insert_ordered(tblPr, t

… 2,083 more characters of arguments in the raw trajectory.

Output

saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
8

[stdout]
saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
8
[metadata]
noOutputExpected: false

48Read106k1

Tool execution only — no assistant text

Read/tmp/render/pg-2.jpg243k chars

Arguments

/tmp/render/pg-2.jpg

Output

type: image
source:
  type: base64
  data: 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

… 241,906 more characters of output in the raw trajectory.

50Read107k1

Tool execution only — no assistant text

Read/tmp/render/pg-3.jpg255k chars

Arguments

/tmp/render/pg-3.jpg

Output

type: image
source:
  type: base64
  data: 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

… 254,266 more characters of output in the raw trajectory.

51Read108k1

Tool execution only — no assistant text

Read/tmp/render/pg-5.jpg285k chars

Arguments

/tmp/render/pg-5.jpg

Output

type: image
source:
  type: base64
  data: 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

… 284,347 more characters of output in the raw trajectory.

53Read109k1

Tool execution only — no assistant text

Read/tmp/render/pg-7.jpg317k chars

Arguments

/tmp/render/pg-7.jpg

Output

type: image
source:
  type: base64
  data: 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

… 315,771 more characters of output in the raw trajectory.

55Two cosmetic fixes: a wrapped header label and a split table row.111k
Two cosmetic fixes: a wrapped header label and a split table row.

56Bash1

Tool execution only — no assistant text

Bashpython3 - <<'EOF' p='/tmp/build_memo.py' s=open(p).read() s = s.replace("def table(headers, rows, widths, hdrfill='1F3864', rowfills=None, sizes=9):", "def table(headers, rows, widths, hdrfill='1F3864', rowfills=None, sizes=9, nosplit=False):") s = s.replace(""" set_grid(t, widths) doc.add_paragraph()""", """ set_grid(t, widths) if nosplit: no_split(t) doc.add_paragraph()""") # at-a-glance s = s.replace(" rowfills=['F8CBAD', 'FFE699', 'DDEBF7', 'FCE4D6', 'F2F2F2', 'E2EFDA', 'E2EFDA', None])", " rowfill

Arguments

python3 - <<'EOF'
p='/tmp/build_memo.py'
s=open(p).read()

s = s.replace("def table(headers, rows, widths, hdrfill='1F3864', rowfills=None, sizes=9):",
              "def table(headers, rows, widths, hdrfill='1F3864', rowfills=None, sizes=9, nosplit=False):")
s = s.replace("""    set_grid(t, widths)
    doc.add_paragraph()""",
"""    set_grid(t, widths)
    if nosplit: no_split(t)
    doc.add_paragraph()""")

# at-a-glance
s = s.replace(" rowfills=['F8CBAD', 'FFE699', 'DDEBF7', 'FCE4D6', 'F2F2F2', 'E2EFDA', 'E2EFDA', None])",
              " rowfill

… 1,593 more characters of arguments in the raw trajectory.

Output

saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
access_reconciliation_memo.pdf
pg-1.jpg
pg-2.jpg
pg-3.jpg
pg-4.jpg
pg-5.jpg
pg-6.jpg
pg-7.jpg
pg-8.jpg

[stdout]
saved

Paragraphs: 0 → 323 (+323)
All validations PASSED!
access_reconciliation_memo.pdf
pg-1.jpg
pg-2.jpg
pg-3.jpg
pg-4.jpg
pg-5.jpg
pg-6.jpg
pg-7.jpg
pg-8.jpg
[metadata]
noOutputExpected: false

57Read112k1

Tool execution only — no assistant text

Read/tmp/render/pg-6.jpg279k chars

Arguments

/tmp/render/pg-6.jpg

Output

type: image
source:
  type: base64
  data: 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

… 278,067 more characters of output in the raw trajectory.

59Bash113k1

Tool execution only — no assistant text

Bashls -la /workspace/output/ && echo "--- sheets:" && python3 -c " import openpyxl wb=openpyxl.load_workbook('/workspace/output/routing_reconciliation_workbook.xlsx') print(wb.sheetnames) for ws in wb.worksheets: print(f' {ws.title}: {ws.max_row-4} data rows x {ws.max_column} cols') " && echo "--- memo pages:" && pdfinfo /tmp/render/access_reconciliation_memo.pdf | grep Pages (+description)2k chars

Arguments

Final verification of outputs

ls -la /workspace/output/ && echo "--- sheets:" && python3 -c "
import openpyxl
wb=openpyxl.load_workbook('/workspace/output/routing_reconciliation_workbook.xlsx')
print(wb.sheetnames)
for ws in wb.worksheets: print(f'  {ws.title}: {ws.max_row-4} data rows x {ws.max_column} cols')
" && echo "--- memo pages:" && pdfinfo /tmp/render/access_reconciliation_memo.pdf | grep Pages

Output

total 84
drwxr-xr-x 2 root root  4096 Aug 20 03:11 .
drwxr-xr-x 1 root root  4096 Aug 20 03:06 ..
-rw-r--r-- 1 root root 47319 Aug 20 03:13 access_reconciliation_memo.docx
-rw-r--r-- 1 root root 27484 Aug 20 03:09 routing_reconciliation_workbook.xlsx
--- sheets:
['Summary_Counts', 'Client_Routing_Decisions', 'Slot_Reservations', 'Slot_Eligibility_Decisions', 'Bridge_Outreach', 'Unresolved_Priority_Cases', 'Protected_Contact_Register']
  Summary_Counts: 16 data rows x 2 cols
  Client_Routing_Decisions: 16 data rows x 15 cols
  Slot_Reservations: 12 data rows x 11 cols
  Slot_Eligibility_Decisions: 16 data rows x 12 cols
  Bridge_Outreach: 11 data rows x 6 cols
  Unresolved_Priority_Cases: 2 data rows x 6 cols
  Protected_Contact_Register: 6 data rows x 6 cols
--- memo pages:
Pages:           8

[stdout]
total 84
drwxr-xr-x 2 root root  4096 Aug 20 03:11 .
drwxr-xr-x 1 root root  4096 Aug 20 03:06 ..
-rw-r--r-- 1 root root 47319 Aug 20 03:13 access_reconciliation_memo.docx
-rw-r--r-- 1 r

… 656 more characters of output in the raw trajectory.

60Both deliverables are in /workspace/output/ and nothing else was written there. Reconciliation results Escalation queue…114k
Both deliverables are in /workspace/output/ and nothing else was written there.

Reconciliation results

Escalation queue (5, in policy ranking order)
1. BH-J4K9 — crisis transfer. Signed note HN-J4K9 (11:18 CT) reports current intent to act tonight with an accessible medication stockpile, plus medically attended self-harm on 2026-05-27. Mobile crisis/ED transfer already accepted; no outpatient slot, and excluded from bridge counts.
2. BH-C3T8 — same-day Trigger A → S-ASR-3P1, 05-29 15:10
3. BH-P8A4 — same-day Trigger B → S-YSF-A7Q, 05-29 13:05
4. BH-M2N7 — same-day Trigger C → S-PSY-9D2, 05-29 13:30
5. BH-L0R6 — same-day Trigger D → S-PERI-2B, 05-29 14:20
Priority clients placed (5): BH-X1D5 → P-PDT-6N4; BH-R6W8 → P-ADT-K3M; BH-T9Y6 → P-ADT-TRI; BH-Z0B4 → P-ADT-V4R; BH-Q2T0 → P-PER-F8Q. Nine reserved high-acuity clinical appointments, 480 reserved clinical minutes.

Unresolved priority (2)
- BH-S5Q2 — Spanish required; the Spanish/Riverbend SUD bridge (P-SUD-7CX) is on an interpreter-unconfirmed hold, and P-SUD-1FZ is English-only and excludes Riverbend. Needs a capacity-desk release.
- BH-E7V1 — P-YTH-H5L otherwise matches, but priority youth therapy intake requires verified guardian authority, which is unverified with caregiver conflict.
Bridge outreach (4): BH-S5Q2 (SUD, counts regardless of timing), BH-E7V1 (no appointment), BH-Z0B4 and BH-Q2T0 (first contact after the 06-01 11:40 threshold).

Protected contact (4): BH-J4K9 (client only), BH-P8A4 (guardian unverified; counselor gets scheduling status only), BH-L0R6 (partner do-not-contact), BH-E7V1 (no detail/voicemail with stepfather).

Three judgment calls worth flagging at the huddle: BH-T9Y6 was routed on the export because the correcting note is an unsigned draft; BH-D5H0's observation stay was not treated as an inpatient discharge, and County Access Safety Net bars any therapy intake for them; and BH-R6W8 was steered to East adult therapy because
… 98 more characters in the raw trajectory.

1 failure mode across 1 verifier failures

1Off-Scope Advice AddedView on Failure Modes ↗Presentation and Communication1 failure
Description
With the requested reconciliation or analysis otherwise present, does the final communication add unrequested clinical, treatment, monitoring, referral, release, or operational workflow directives?
Failure evidence · per affected verifier
- The memo correctly covers the requested reconciliation categories but also adds unrequested operational directives, such as tasking the capacity desk or a caseworker, clinical care instructions, or extra sections beyond the required reconciliation outputs.