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 03

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

96%

Trial reward

Claude Opus 5Pass

Trial 03 — 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
83Turns
45Tool calls
$4.93Cost
21.1mTime
71kOutput 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 follow-up such as asking the capacity desk to release or add a Spanish-capable SUD block even though P-SUD-7CX is on hold, tasking a caseworker to verify guardian authority, and routing record corrections to a cleanup queue.

2 deliverables · what this trial produced

access_reconciliation_memo.docx45 KB

ACCESS RECONCILIATION MEMO

EHR Cutover Referral Batch - Friday Access Desk Reconciliation

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

From

Access Desk Reconciliation - cutover queue review

Date

2026-05-29 | Batch review timestamp 11:40 CT

Subject

Escalation queue, slot reservations, unresolved priority cases, bridge outreach, and protected-contact caveats for the mixed behavioral-health referral batch

Governing authority

Cutover Queue Desk Reference ACC-UR-0529-CUTOVER (routing, slot eligibility, bridge outreach, payer carve-outs, language/modality, contact restrictions)

Sources reconciled

Referral export CUTOVER-0529-AC-7MZQ; signed care-coordination handoff packet (window 09:30-11:40 CT); slot inventory CAP-0529-1140-7H2

1. Bottom line

All 16 referrals in the cutover batch have been reconciled against the desk reference, the in-window signed handoffs, and current capacity. Five clients require escalation before ordinary scheduling. Nine high-acuity clinical appointments totalling 480 minutes have been reserved. Two priority clients cannot be placed from the current inventory and need capacity or consent action today. Four clients require bridge outreach, and four carry contact restrictions that must travel with every outreach attempt.

Batch disposition

Clients

Notes

Crisis transfer

BH-J4K9 - routed to mobile crisis/ED; no outpatient slot, excluded from bridge counts

Same-day clinician review

BH-C3T8 (A), BH-P8A4 (B), BH-M2N7 (C), BH-L0R6 (D) - all placed in same-day specialty blocks today

Priority access

5 placed into eligible clinical slots; 2 unresolved

Routine / waitlist

BH-V9F3, BH-N4A1, BH-A8U2, BH-D5H0 - no urgent-access action

Escalation queue total

Crisis transfer plus same-day review; priority-only clients are not on this list

Reserved clinical minutes

480

4 same-day blocks at 45 minutes plus 5 priority intakes (60, 60, 60, 60, 60); durations unchanged

2. Escalation queue - act before ordinary scheduling

Listed in the policy ranking order: crisis transfer first, then same-day Trigger A, B, C, and D. Priority-access clients are deliberately excluded from this list.

Rank

Client

Pathway and trigger

Action

Reserved slot

BH-J4K9

Crisis transfer - current intent to act tonight with accessible means (home medication stockpile); medically attended self-harm 2026-05-27 within 72 hours with current intent

Mobile crisis / ED. Warm transfer already accepted on the call. Do not place in outpatient access until crisis disposition is known.

None - crisis exclusion

BH-C3T8

Same-day review, Trigger A - current death/self-harm thoughts, means considered 18 days ago with full supply retained, no documented safety plan

Adult safety review today

S-ASR-3P1 - 2026-05-29 15:10 CT

BH-P8A4

Same-day review, Trigger B - age 16, self-injury 6 days ago with current death/self-harm thoughts

Youth safety review today; may proceed while guardian verification is pending

S-YSF-A7Q - 2026-05-29 13:05 CT

BH-M2N7

Same-day review, Trigger C - active command hallucination to harm self, with intent and accessible means both denied

Psychosis safety review today

S-PSY-9D2 - 2026-05-29 13:30 CT

BH-L0R6

Same-day review, Trigger D - 8 weeks postpartum with intrusive infant-harm thoughts, sleep 2.5 hours/night, reliable support not confirmed

Perinatal rapid review today, Spanish-capable

S-PERI-2B - 2026-05-29 14:20 CT

Ranking notes. BH-J4K9 was labelled only “Moderate” in the raw export; the signed 11:18 CT handoff supplies the intent, means, and recent medically attended self-harm that make this a crisis transfer. BH-M2N7 stops short of crisis because intent and accessible means are both denied, and BH-C3T8 stops short because no current intent is reported — both are same-day, not crisis.

3. Slot reservations - high-acuity clinical capacity

Reserved same-day and priority-access clinical slots in appointment-start order. Every row is an Open slot with a blank hold code, matched on age band, program, payer, site, language, modality, telehealth consent, and consent rules. Durations are unchanged.

Start (CT)

Slot ID

Program / site / modality

Min

Client

Pathway

2026-05-29 13:05

S-YSF-A7Q

Youth Safety Review / North / in-person

BH-P8A4

Same-day (B)

2026-05-29 13:30

S-PSY-9D2

Psychosis Safety Review / East / in-person

BH-M2N7

Same-day (C)

2026-05-29 14:20

S-PERI-2B

Perinatal Rapid Review / Central / telehealth

BH-L0R6

Same-day (D)

2026-05-29 15:10

S-ASR-3P1

Adult Safety Review / East / in-person

BH-C3T8

Same-day (A)

2026-05-31 10:40

P-PDT-6N4

Post-Discharge Transition / East / in-person

BH-X1D5

Priority

2026-06-01 09:20

P-ADT-K3M

Adult Therapy Intake / East / telehealth

BH-R6W8

Priority

2026-06-01 10:15

P-ADT-TRI

Adult Therapy Intake / East / telehealth

BH-T9Y6

Priority

2026-06-02 08:45

P-ADT-V4R

Adult Therapy Intake / West / in-person

BH-Z0B4

Priority

2026-06-02 10:30

P-PER-F8Q

Perinatal Follow-Up / Central / telehealth

BH-Q2T0

Priority

Reserved clinical minutes

480

Why each priority placement clears the carve-outs

BH-X1D5 — psychiatric inpatient discharge 2026-05-24, five days before batch review. Post-discharge transition visit at the preferred East site; Riverbend accepted. The earlier East transition slot P-POST-HLD-6R2 is tentative and was not used.

BH-R6W8 — GAD-7 of 19 with severe impairment and no active provider. CedarCare Medicaid bars Central adult therapy (P-ADT-CEN-5QW), so the East telehealth intake is the only compliant option; signed telehealth consent is on file and CedarCare is not telehealth-excluded.

BH-T9Y6 — GAD-7 of 19 with severe impairment. Pregnant at 24 weeks with no same-day perinatal trigger, matched to the perinatal-competent East intake that is designated for exactly that profile; BlueChoice accepted with signed telehealth consent.

BH-Z0B4 — PHQ-9 of 22 with severe impairment. Northstar Select excludes all telehealth for this batch, so the only usable option is the in-person West intake that explicitly lists Northstar Select.

BH-Q2T0 — perinatal EPDS of 17 with no same-day trigger. Central perinatal follow-up is payer-eligible for Riverbend; the CedarCare Central carve-out does not reach this client.

4. Unresolved priority cases - no eligible slot can be reserved

These two clients hold a valid priority-access pathway but cannot be assigned any eligible clinical appointment from the current inventory. Neither is listed here merely because of appointment timing.

Client

Priority basis

Why no slot can be reserved

Action needed today

BH-S5Q2

Stable moderate alcohol withdrawal (Spanish required for clinical care)

P-SUD-7CX is the only Spanish-capable SUD bridge block and sits on an INTERPRETER-UNCONFIRMED hold that cannot be released. P-SUD-1FZ is open but accepts only Commercial and Self-pay, excluding Riverbend Medicaid, and is English-only with no Spanish nurse coverage. All adult therapy intakes are English-only, and interpreter capacity may not be assumed. Group orientation is nonclinical and cannot serve as first clinical contact.

Escalate to the capacity desk for release of a Spanish-capable SUD bridge block with confirmed interpreter coverage, or add Spanish RN-SUD capacity. Deliver bridge outreach in Spanish in the meantime.

BH-E7V1

Age 14 with self-injury about 21 days ago and no current self-harm thoughts; PHQ-9 of 23 with marked impairment and no active provider

P-YTH-H5L is open, age-eligible, and payer-eligible, but priority youth therapy intake requires verified guardian/caregiver authority, and authority is not verified. The only other youth-band block is the same-day youth safety slot, which does not match this presentation and is reserved for BH-P8A4. All remaining inventory is 18+.

Caseworker to confirm guardian/caregiver authority, then reserve P-YTH-H5L. Do not reserve the therapy slot before verification, and observe the stepfather do-not-contact restriction throughout.

5. Bridge outreach

Bridge threshold is 2026-06-01 11:40 CT. Four non-crisis priority clients qualify. Crisis transfers, same-day review clients, and routine/waitlist clients are not counted.

Client

First clinical contact

Why bridge outreach is required

Outreach constraint

BH-S5Q2

None reserved

Counted on two grounds: all stable moderate-withdrawal/SUD priority clients are counted regardless of appointment timing, and no eligible appointment could be reserved.

Spanish-speaking outreach required; do not assume interpreter capacity.

BH-E7V1

None reserved

Priority client with no eligible clinical appointment reservable from the current inventory.

No details or voicemail with the stepfather until the caseworker confirms authority; school counselor may receive scheduling status only.

BH-Z0B4

2026-06-02 08:45 CT

First clinical contact (P-ADT-V4R) falls after the bridge threshold.

None - ordinary outreach permitted.

BH-Q2T0

2026-06-02 10:30 CT

First clinical contact (P-PER-F8Q) falls after the bridge threshold.

None - ordinary outreach permitted.

Not counted: BH-X1D5 (2026-05-31 10:40), BH-R6W8 (2026-06-01 09:20), and BH-T9Y6 (2026-06-01 10:15) all have a first clinical contact before the threshold. BH-J4K9 is excluded as a crisis transfer until post-crisis disposition is known. The four same-day review clients and the four routine/waitlist clients are outside the bridge population.

6. Protected-contact caveats to carry forward

Four clients are flagged because ordinary family, guardian, partner, or collateral outreach is not permitted without additional consent or verification. These restrictions apply to scheduling calls, reminders, voicemail, and bridge outreach alike.

Client

Restriction

Permitted outreach

Prohibited without further consent

BH-J4K9

Client-only contact recorded on the referral (“May contact client only”).

Client directly.

Any family, partner, or other collateral contact. Carry this into post-crisis disposition follow-up.

BH-P8A4

Guardian phone unverified since 2026-05-07; collateral limited to scheduling status.

Client; school counselor for scheduling updates only.

Clinical detail to the school counselor. Same-day safety review proceeds, but guardian authority must be verified before any youth therapy intake is reserved.

BH-L0R6

Client explicitly requested that the partner not be contacted.

Client directly, or OB social work.

The partner listed in demographics. Suppress that contact in outreach lists; conduct all outreach in Spanish.

BH-E7V1

Caregiver authority not verified with caregiver conflict noted; stepfather do-not-contact; collateral limited to scheduling status.

Client; caseworker; school counselor for scheduling status only.

Voicemail or clinical detail with the stepfather until the caseworker confirms authority. This restriction also blocks the youth therapy reservation.

Deliberately not flagged. BH-S5Q2 needs Spanish-capable clinical contact and BH-N4A1, BH-P8A4, and BH-D5H0 lack telehealth consent. Under the desk reference, interpreter need, site preference, and absent telehealth consent are scheduling constraints, not contact restrictions.

7. Routine / waitlist and record corrections

Four clients carried a high or moderate raw triage band but do not meet any crisis, same-day, or priority criterion once the signed handoffs are applied. Each also leaves a migrated-record defect worth correcting.

Client

Why routine / waitlist

Record correction

BH-V9F3

PHQ-9 of 21 with marked impairment, but the client saw an outside therapist at 08:15 on 2026-05-29 and has an existing psychiatrist with a reviewed safety plan. A high score already covered by an active provider seen within 72 hours routes to routine.

None. Note the Northstar Select telehealth exclusion for any future placement.

BH-N4A1

The psychosis checkbox reflects tinnitus and progressive hearing loss; hallucinations, command content, intent, and recent self-harm are all denied. PHQ-9 14 / GAD-7 10 with mild impairment.

Clear the psychosis checkbox carried over in the migration.

BH-A8U2

Both 30-day 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.

Clear the behavioral-health ED utilization flag loaded from the non-BH encounter table.

BH-D5H0

The 2026-05-21 stay was ED observation that did not convert to psychiatric inpatient admission, so the post-discharge criterion does not apply. PHQ-9 16 / GAD-7 7 with mild impairment.

Remove the inpatient-discharge date populated from the observation stay. County Access Safety Net remains eligible only for same-day safety review or post-crisis follow-up, so no routine or priority therapy intake may be reserved for this client from the current inventory.

8. Sources and capacity excluded from this reconciliation

Notes disregarded

HN-T9Y6-DRAFT (BH-T9Y6) is a draft, unsigned import timed 11:35 CT with no signer. It suggests panic is no longer impairing and recommends routine follow-up. It was disregarded, so routing rests on the export: GAD-7 of 19 with severe impairment and no active provider, which is priority access. All fifteen other notes are signed inside the 09:30-11:40 CT window, match their client, and were treated as authoritative.

Capacity excluded

S-ASR-HOLD-8MV — QA release pending with a MIGRATION-HOLD code; not released by the access lead.

P-SUD-7CX — on hold with INTERPRETER-UNCONFIRMED; this is the direct cause of BH-S5Q2 remaining unresolved.

P-POST-HLD-6R2 — tentative ED-callback reserve, explicitly unavailable to this batch.

P-GRP-4MJ — open but nonclinical; group orientation does not satisfy first clinical contact and is excluded from reserved clinical minutes.

P-SUD-1FZ and P-ADT-CEN-5QW — usable but left unused; no client in the batch clears their payer, language, or carve-out requirements.

P-YTH-H5L — usable and age-eligible, but held back pending verified guardian authority for BH-E7V1.

9. Recommended sequence for the huddle

Confirm the BH-J4K9 mobile crisis handoff and set a post-crisis disposition check before any outpatient placement or bridge counting.

Confirm the four same-day blocks this afternoon (13:05, 13:30, 14:20, 15:10 CT) and staff the Spanish-capable perinatal review for BH-L0R6.

Ask the capacity desk to release or add a Spanish-capable SUD bridge block with confirmed interpreter coverage for BH-S5Q2.

Task the caseworker with verifying guardian/caregiver authority for BH-E7V1 so P-YTH-H5L can be reserved.

Launch bridge outreach for BH-S5Q2, BH-E7V1, BH-Z0B4, and BH-Q2T0 ahead of 2026-06-01 11:40 CT, applying the contact restrictions in Section 6.

Route the four record corrections in Section 7 to the migration cleanup queue.

10. Scope and limits

This memo is administrative routing only. It is not a diagnostic, medication, or treatment protocol, and it assigns no diagnoses. Raw triage bands were treated as queue labels, not dispositions. No appointment capacity was created, no durations were altered, and no blocked, tentative, held, or QA-release-pending slot was used. Payer, telehealth, language, guardian/caregiver authority, and collateral-contact restrictions were applied as written and were not overridden. Where facts supported more than one pathway, the highest-action pathway supported by the desk reference was used, with any remaining scheduling or contact constraint stated. Client-level detail supporting every decision is in the companion workbook, routing_reconciliation_workbook.xlsx.

routing_reconciliation_workbook.xlsx30 KB

Summary31 rows

Meadowbrook Behavioral Health Access Services
Routing Reconciliation Workbook - EHR Cutover Referral Batch
Governing authority: Access Services Cutover Queue Desk Reference ACC-UR-0529-CUTOVER. Administrative routing only - not a diagnostic, medication, or treatment protocol.
Batch context
Batch review timestamp (CT)	2026-05-29 11:40
Signed-note review window (CT)	2026-05-29 09:30 - 11:40
Bridge threshold (CT)	2026-06-01 11:40
Referral export run	CUTOVER-0529-AC-7MZQ, generated 2026-05-29 11:22 CT
Capacity source	CAP-0529-1140-7H2, capacity as of 2026-05-29 11:40 CT
Reconciliation counts
Measure	Count	Detail
Referrals in batch	16	All cutover referrals reviewed
Crisis transfer	1	BH-J4K9 - routed to mobile crisis/ED, no outpatient slot
Same-day clinician review	4	BH-C3T8 (A), BH-P8A4 (B), BH-M2N7 (C), BH-L0R6 (D)
Priority access	7	BH-X1D5, BH-S5Q2, BH-R6W8, BH-E7V1, BH-Q2T0, BH-Z0B4, BH-T9Y6
Routine / waitlist	4	BH-V9F3, BH-N4A1, BH-A8U2, BH-D5H0
Escalation queue (crisis + same-day)	5	Priority-only clients are not part of the escalation list
High-acuity clinical slots reserved	9	4 same-day safety blocks + 5 priority-access clinical intakes
Reserved clinical minutes	480	Sum of reserved high-acuity rows; excludes nonclinical orientation and held capacity
Priority clients placed	5	BH-X1D5, BH-R6W8, BH-T9Y6, BH-Z0B4, BH-Q2T0
Unresolved priority cases	2	BH-S5Q2 (no Spanish-capable eligible slot), BH-E7V1 (guardian authority unverified)
Bridge-outreach clients	4	BH-S5Q2, BH-E7V1, BH-Z0B4, BH-Q2T0
Protected-contact flags	4	BH-J4K9, BH-P8A4, BH-L0R6, BH-E7V1
Inventory rows unusable for this batch	4	S-ASR-HOLD-8MV, P-SUD-7CX, P-POST-HLD-6R2 (held/tentative/QA) and P-GRP-4MJ (nonclinical)
Sheet guide
Client_Routing	Pathway decision, governing source, and constraints for every client in the batch.
Slot_Reservations	Reserved same-day and priority clinical slots in start-time order, with reserved clinical minutes.
Slot_Disposition	Usability determination for every inventory row, including held, tentative, QA-pending, and nonclinical capacity.
Bridge_Outreach	Bridge-threshold test and outreach determination for every client.
Unresolved_Priority	Priority clients with no reservable eligible slot, the slots considered, and the controlling rule.
Protected_Contact	Contact restrictions carried forward, with permitted and prohibited outreach channels.
Handoff_Reconciliation	Which care-coordination notes govern the export and which were disregarded.

Client_Routing18 rows

Client-Level Routing Decisions
All 16 cutover referrals. Raw triage band is a queue label only; the final access pathway is reconciled from the desk reference and in-window signed handoffs.
client_id	referral_source	age	payer_plan	preferred_site	clinical_language	raw_triage_band (label only)	governing_source	final_access_pathway	pathway_trigger_or_criterion	escalation_rank	routing_basis	reserved_slot_id	appointment_start_ct	bridge_outreach_required	unresolved_priority	restricted_contact_flag	constraints_carried_forward
BH-J4K9	ED callback	34	Riverbend Medicaid MCO	East	English	Moderate	Signed handoff HN-J4K9 (2026-05-29 11:18 CT)	Crisis transfer	Current intent to act tonight plus accessible means (home medication stockpile); medically attended self-harm laceration 2026-05-27 within 72h with current intent	1	Signed note supersedes negative export fields. Rules Sec.2 crisis-transfer criteria met on two independent limbs; mobile crisis warm transfer already accepted.	None - crisis exclusion (Rules Sec.1)	89		n/a - not priority pathway	Yes	Route to mobile crisis / ED. Do not reserve outpatient capacity or count in bridge outreach until post-crisis disposition is known. Contact client only - no collateral outreach.
BH-C3T8	Primary care warm handoff	47	Riverbend Medicaid MCO	East	English	High	Signed handoff HN-C3T8 (2026-05-29 10:02 CT)	Same-day clinician review	Trigger A - current death/self-harm thoughts plus means considered within 30 days (medication quantities reviewed 18 days ago, full supply retained) and no documented safety plan	2	No current intent, no medically attended self-harm in 72h, no command content, so crisis criteria not met; Trigger A applies before priority access.	S-ASR-3P1	46171.6319444445	No (same-day review excluded)	n/a - not priority pathway	No	Adult safety block at preferred East site; Riverbend accepted, English, in-person. No contact limitation on file.
BH-P8A4	School referral	16	Riverbend Medicaid MCO	North	English	High	Signed handoff HN-P8A4 (2026-05-29 10:41 CT)	Same-day clinician review	Trigger B - under 18 with non-suicidal self-injury 6 days ago plus current death/self-harm thoughts	3	Export records no specific method or means, so Trigger A does not apply; Trigger B is met on the signed school-counselor handoff.	S-YSF-A7Q	46171.5451388889	No (same-day review excluded)	n/a - not priority pathway	Yes	Same-day youth safety review may proceed while guardian verification is pending (Rules Sec.4). Guardian phone unverified since 2026-05-07; school counselor may receive scheduling updates only. Any later youth therapy intake requires verified guardian authority.
BH-M2N7	Self referral	22	Self-pay	East	English	High	Signed handoff HN-M2N7 (2026-05-29 10:36 CT)	Same-day clinician review	Trigger C - active command hallucination to harm self ('step into traffic') without intent or accessible means	4	Client denies intent and denies access to a vehicle or weapon, so the crisis command-hallucination limb is not met; access clinician documented same-day psychosis/safety need without crisis transfer.	S-PSY-9D2	46171.5625	No (same-day review excluded)	n/a - not priority pathway	No	Psychosis safety block matches command-content presentation; Self-pay explicitly accepted; East site matches preference.
BH-L0R6	OB clinic	29	Riverbend Medicaid MCO	Central	Spanish	Moderate	Signed handoff HN-L0R6 (2026-05-29 10:58 CT)	Same-day clinician review	Trigger D - 8 weeks postpartum with intrusive infant-harm thoughts plus sleep of 2.5 hours/night and no confirmed reliable support	5	Intent denied and no means or command content, so crisis criteria not met; both qualifying limbs of Trigger D (sleep 3h or less, support not confirmed) are documented.	S-PERI-2B	46171.5972222222	No (same-day review excluded)	n/a - not priority pathway	Yes	Perinatal rapid review is Spanish-capable with signed telehealth consent; Riverbend is not subject to the CedarCare Central carve-out. Partner must not be contacted - outreach to client directly or OB social work only.
BH-X1D5	Inpatient discharge planning	41	Riverbend Medicaid MCO	East	English	Moderate	Signed handoff HN-X1D5 (2026-05-29 09:55 CT)	Priority access	Psychiatric inpatient discharge 2026-05-24, 5 calendar days before batch review	132		P-PDT-6N4	46173.4444444445	No	No	No	Post-discharge transition visit at preferred East site is before the 2026-06-01 11:40 CT bridge threshold, so no bridge outreach is required.
BH-S5Q2	Primary care warm handoff	58	Riverbend Medicaid MCO	West	Spanish	High	Signed handoff HN-S5Q2 (2026-05-29 10:24 CT)	Priority access	Stable moderate alcohol-withdrawal presentation - stable vitals, not intoxicated	139		None - no eligible slot	91		Yes	No	Spanish clinical language required. P-SUD-1FZ excludes Riverbend Medicaid and is English-only with no Spanish nurse coverage; P-SUD-7CX is on INTERPRETER-UNCONFIRMED hold; all adult therapy intakes are English-only. Interpreter capacity may not be assumed. Group orientation is nonclinical and cannot serve as first clinical contact.
BH-R6W8	Self referral	37	CedarCare Medicaid	East	English	Moderate	Signed handoff HN-R6W8 (2026-05-29 10:50 CT)	Priority access	GAD-7 of 19 with severe functional impairment (homebound panic) and no active behavioral-health provider seen within 72h	146		P-ADT-K3M	46174.3888888889	No	No	No	CedarCare carve-out bars Central adult therapy (P-ADT-CEN-5QW); East adult therapy remains eligible. Signed telehealth consent on file and CedarCare is not telehealth-excluded. Appointment precedes the bridge threshold by 2h20m.
BH-E7V1	School referral	14	Riverbend Medicaid MCO	North	English	High	Signed handoff HN-E7V1 (2026-05-29 11:05 CT)	Priority access	Youth self-injury about 21 days ago with no current self-harm thoughts; also PHQ-9 of 23 with marked impairment and no active behavioral-health provider within 72h	152		None - no eligible slot	91		Yes	Yes	Guardian/caregiver authority not verified, so priority youth therapy intake P-YTH-H5L cannot be reserved (Rules Sec.4). Only other age-eligible block is the same-day youth safety slot, which does not match this presentation. Do not leave details or voicemail with stepfather until the caseworker confirms authority; school counselor may receive scheduling status only.
BH-Q2T0	OB clinic	31	Riverbend Medicaid MCO	Central	English	Moderate	Signed handoff HN-Q2T0 (2026-05-29 10:47 CT)	Priority access	Perinatal EPDS of 17 without a same-day perinatal trigger	157		P-PER-F8Q	46175.4375	Yes	No	No	Central perinatal follow-up is payer-eligible for Riverbend (CedarCare carve-out does not apply) with signed telehealth consent. First clinical contact falls after the 2026-06-01 11:40 CT bridge threshold, so bridge outreach is required.
BH-Z0B4	Primary care referral	52	Northstar Select	West	English	High	Signed handoff HN-Z0B4 (2026-05-29 10:52 CT)	Priority access	PHQ-9 of 22 with severe functional impairment (9 missed workdays) and no active behavioral-health provider within 72h	165		P-ADT-V4R	46175.3645833333	Yes	No	No	Northstar Select excludes all telehealth for this batch, so only the in-person West block that explicitly lists Northstar Select is usable. First clinical contact falls after the bridge threshold, so bridge outreach is required.
BH-T9Y6	OB clinic	30	BlueChoice PPO	East	English	Moderate	Referral export (draft note HN-T9Y6-DRAFT unsigned - disregarded)	Priority access	GAD-7 of 19 with severe functional impairment (panic prevents work) and no active behavioral-health provider within 72h	172		P-ADT-TRI	46174.4270833333	No	No	No	Pregnant at 24 weeks with no same-day perinatal trigger; the perinatal-competent East adult intake matches specialty, payer, language, and signed telehealth consent. Appointment precedes the bridge threshold by 1h25m.
BH-V9F3	Primary care referral	27	Northstar Select	East	English	High	Signed handoff HN-V9F3 (2026-05-29 10:44 CT)	Routine / waitlist	High symptom score already covered by an active behavioral-health provider seen within 72h	178		None - routine pathway	180		n/a - not priority pathway	No	Hold on waitlist; re-triage if symptoms change or outside coverage lapses. Northstar Select telehealth exclusion applies to any future placement.
BH-N4A1	Primary care referral	63	Riverbend Medicaid MCO	Central	English	High	Signed handoff HN-N4A1 (2026-05-29 10:12 CT)	Routine / waitlist	No crisis, same-day, or priority criterion met	185		None - routine pathway	180		n/a - not priority pathway	No	Correct the psychosis checkbox in the migrated record. No telehealth consent on file, which limits future modality options but is not a contact restriction.
BH-A8U2	ED follow-up queue	45	Riverbend Medicaid MCO	East	English	High	Signed handoff HN-A8U2 (2026-05-29 10:32 CT)	Routine / waitlist	No crisis, same-day, or priority criterion met	190		None - routine pathway	180		n/a - not priority pathway	No	Clear the erroneous BH ED utilization flag carried over from the non-BH encounter table.
BH-D5H0	ED observation follow-up	19	County Access Safety Net	West	English	Moderate	Signed handoff HN-D5H0 (2026-05-29 09:49 CT)	Routine / waitlist	No crisis, same-day, or priority criterion met	196		None - routine pathway	180		n/a - not priority pathway	No	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 even if the pathway later changes. Remove the inpatient-discharge date populated from the observation stay.

Slot_Reservations12 rows

High-Acuity Slot Reservations
Reserved same-day and priority-access clinical slots, ordered by appointment start. Excludes crisis transfer, routine/waitlist, unusable held capacity, and nonclinical group orientation.
order	slot_id	appointment_start_ct	site	program	modality	minutes	client_id	pathway	eligibility_confirmation
1	S-YSF-A7Q	46171.5451388889	North	Youth Safety Review	In-person	45	BH-P8A4	Same-day clinician review (Trigger B)	Open with blank hold_code; age band 12-17; Riverbend accepted; English; North site matches preference; same-day youth safety may proceed while guardian verification is pending.
2	S-PSY-9D2	46171.5625	East	Psychosis Safety Review	In-person	45	BH-M2N7	Same-day clinician review (Trigger C)	Open with blank hold_code; 18+; Self-pay explicitly accepted; English; East site matches preference; psychosis safety block is the specialty match for command content.
3	S-PERI-2B	46171.5972222222	Central	Perinatal Rapid Review	Telehealth	45	BH-L0R6	Same-day clinician review (Trigger D)	Open with blank hold_code; 18+; Riverbend accepted and not subject to the CedarCare Central carve-out; Spanish-capable; signed telehealth consent; perinatal same-day presentation.
4	S-ASR-3P1	46171.6319444445	East	Adult Safety Review	In-person	45	BH-C3T8	Same-day clinician review (Trigger A)	Open with blank hold_code; 18+; Riverbend accepted; English; East site matches preference; adult safety block is the specialty match for adult Trigger A.
5	P-PDT-6N4	46173.4444444445	East	Post-Discharge Transition	In-person	60	BH-X1D5	Priority access (post-discharge)	Open with blank hold_code; 18+; Riverbend accepted; English; East site matches preference; transition visit is the specialty match for a 2026-05-24 psychiatric discharge.
6	P-ADT-K3M	46174.3888888889	East	Adult Therapy Intake	Telehealth	60	BH-R6W8	Priority access (GAD-7 19, severe impairment)	Open with blank hold_code; 18+; CedarCare listed and East adult therapy is expressly preserved by the carve-out; English; signed telehealth consent; CedarCare is not telehealth-excluded.
7	P-ADT-TRI	46174.4270833333	East	Adult Therapy Intake	Telehealth	60	BH-T9Y6	Priority access (GAD-7 19, severe impairment)	Open with blank hold_code; 18+; BlueChoice accepted; English; signed telehealth consent; perinatal-competent block that accepts pregnant clients without a same-day perinatal trigger.
8	P-ADT-V4R	46175.3645833333	West	Adult Therapy Intake	In-person	60	BH-Z0B4	Priority access (PHQ-9 22, severe impairment)	Open with blank hold_code; 18+; in-person only and Northstar Select explicitly included, satisfying the telehealth exclusion; English; West site matches preference.
9	P-PER-F8Q	46175.4375	Central	Perinatal Follow-Up	Telehealth	60	BH-Q2T0	Priority access (EPDS 17)	Open with blank hold_code; 18+; Riverbend accepted and not subject to the CedarCare Central carve-out; English; signed telehealth consent; block is designated for perinatal priority cases not needing same-day rapid review.
			480					Sum of minutes on reserved high-acuity clinical rows; durations unchanged.

Slot_Disposition18 rows

Slot Inventory Disposition
Every row of the open-slot inventory with its usability determination. Only slot_status Open with a blank hold_code is available to this batch.
slot_id	start_ct	site	program	clinical_contact_type	slot_status	hold_code	usable_for_batch	disposition	assigned_client_id	basis
S-YSF-A7Q	46171.5451388889	North	Youth Safety Review	Clinical same-day safety	Open	91		Reserved	BH-P8A4	Matched to Trigger B youth same-day presentation.
S-PSY-9D2	46171.5625	East	Psychosis Safety Review	Clinical same-day safety	Open	91		Reserved	BH-M2N7	Matched to Trigger C command-content presentation.
S-PERI-2B	46171.5972222222	Central	Perinatal Rapid Review	Clinical same-day safety	Open	91		Reserved	BH-L0R6	Matched to Trigger D perinatal same-day presentation; Spanish-capable with telehealth consent.
S-ASR-3P1	46171.6319444445	East	Adult Safety Review	Clinical same-day safety	Open	91		Reserved	BH-C3T8	Matched to adult Trigger A presentation.
S-ASR-HOLD-8MV	46171.6666666667	East	Adult Safety Review	Clinical same-day safety	QA release pending	MIGRATION-HOLD	No	Excluded - unusable status	256
P-SUD-7CX	46172.5104166667	Telehealth	SUD Nurse Bridge	Clinical bridge contact	Hold	INTERPRETER-UNCONFIRMED	No	Excluded - unusable status	262
P-POST-HLD-6R2	46172.3472222222	East	Post-Discharge Transition	Clinical intake	Tentative	ED-CALLBACK-RESERVE	No	Excluded - unusable status	267
P-SUD-1FZ	46173.375	Telehealth	SUD Nurse Bridge	Clinical bridge contact	Open	91		Unused - no eligible client	270
P-PDT-6N4	46173.4444444445	East	Post-Discharge Transition	Clinical intake	Open	91		Reserved	BH-X1D5	Matched to psychiatric discharge within 7 days.
P-ADT-CEN-5QW	46173.5416666667	Central	Adult Therapy Intake	Clinical intake	Open	91		Unused - no eligible client	273
P-ADT-K3M	46174.3888888889	East	Adult Therapy Intake	Clinical intake	Open	91		Reserved	BH-R6W8	Only carve-out-compliant adult therapy option for a CedarCare client.
P-ADT-TRI	46174.4270833333	East	Adult Therapy Intake	Clinical intake	Open	91		Reserved	BH-T9Y6	Perinatal-competent block for a pregnant client without a same-day perinatal trigger.
P-ADT-V4R	46175.3645833333	West	Adult Therapy Intake	Clinical intake	Open	91		Reserved	BH-Z0B4	Only in-person block that explicitly includes Northstar Select.
P-PER-F8Q	46175.4375	Central	Perinatal Follow-Up	Clinical intake	Open	91		Reserved	BH-Q2T0	Designated for perinatal priority cases not requiring same-day rapid review.
P-GRP-4MJ	46174.5833333333	West	Skills Group Orientation	Nonclinical orientation	Open	101		Not reservable - nonclinical	282
P-YTH-H5L	46176.6527777778	North	Youth Therapy Intake	Clinical intake	Open	91		Blocked - consent not verified	286

Bridge_Outreach18 rows

Bridge-Outreach Determination
Bridge threshold 2026-06-01 11:40 CT. Crisis transfers, same-day review clients, and routine/waitlist clients are never counted.
client_id	final_access_pathway	first_clinical_contact_ct	after_bridge_threshold_2026-06-01_11:40_CT	sud_withdrawal_priority	bridge_outreach_required	basis	outreach_constraint
BH-S5Q2	Priority access	None reserved	n/a - no eligible appointment	Yes	Yes	Counted on two independent grounds: all stable moderate-withdrawal/SUD priority clients are counted regardless of appointment timing, and no eligible clinical appointment could be reserved.	Spanish-speaking outreach required; do not assume interpreter capacity.
BH-E7V1	Priority access	None reserved	n/a - no eligible appointment	No	Yes	Non-crisis priority client with no eligible clinical appointment reservable from the current inventory.	Do not leave details or voicemail with stepfather until caseworker confirms authority; school counselor may receive scheduling status only.
BH-Z0B4	Priority access	46175.3645833333	Yes	No	Yes	First scheduled clinical contact (P-ADT-V4R) falls after the bridge threshold.	None - ordinary outreach permitted.
BH-Q2T0	Priority access	46175.4375	Yes	No	Yes	First scheduled clinical contact (P-PER-F8Q) falls after the bridge threshold.	None - ordinary outreach permitted.
BH-X1D5	Priority access	46173.4444444445	No	No	No	First clinical contact (P-PDT-6N4) precedes the bridge threshold.	None.
BH-R6W8	Priority access	46174.3888888889	No	No	No	First clinical contact (P-ADT-K3M) precedes the bridge threshold by 2h20m.	None.
BH-T9Y6	Priority access	46174.4270833333	No	No	No	First clinical contact (P-ADT-TRI) precedes the bridge threshold by 1h25m.	None.
BH-J4K9	Crisis transfer	n/a - crisis transfer	n/a	No	No	Crisis-transfer clients are excluded from bridge-outreach counts until post-crisis disposition is known.	Client-only contact; no collateral outreach.
BH-C3T8	Same-day clinician review	46171.6319444445	No	No	No	Same-day review clients are not counted for bridge outreach.	None.
BH-P8A4	Same-day clinician review	46171.5451388889	No	No	No	Same-day review clients are not counted for bridge outreach.	Guardian unverified; school counselor may receive scheduling updates only.
BH-M2N7	Same-day clinician review	46171.5625	No	No	No	Same-day review clients are not counted for bridge outreach.	None.
BH-L0R6	Same-day clinician review	46171.5972222222	No	No	No	Same-day review clients are not counted for bridge outreach.	Do not contact partner; outreach to client or OB social work only; Spanish required.
BH-V9F3	Routine / waitlist	None reserved	n/a	No	No	Routine/waitlist clients are not counted for bridge outreach.	None.
BH-N4A1	Routine / waitlist	None reserved	n/a	No	No	Routine/waitlist clients are not counted for bridge outreach.	None.
BH-A8U2	Routine / waitlist	None reserved	n/a	No	No	Routine/waitlist clients are not counted for bridge outreach.	None.
BH-D5H0	Routine / waitlist	None reserved	n/a	No	No	Routine/waitlist clients are not counted for bridge outreach.	None.

Unresolved_Priority4 rows

Unresolved Priority Cases
Priority-access clients for whom no eligible clinical appointment can be reserved from the current inventory. Clients whose first eligible appointment merely falls after the bridge threshold are not listed here.
client_id	pathway	qualifying_criterion	required_slot_type	slots_considered_and_why_rejected	controlling_rule	bridge_outreach_required	next_action
BH-S5Q2	Priority access	Stable moderate alcohol withdrawal (Spanish required)	SUD nurse bridge or other Spanish-capable clinical contact	P-SUD-7CX (Spanish, Riverbend) - Hold / INTERPRETER-UNCONFIRMED; P-SUD-1FZ (Open) - payer list excludes Riverbend Medicaid and block is English-only with no Spanish nurse coverage; P-ADT-CEN-5QW / P-ADT-K3M / P-ADT-TRI / P-ADT-V4R - English-only (V4R also excludes Medicaid); P-PER-F8Q - perinatal program, not a withdrawal-appropriate match; P-GRP-4MJ - nonclinical and excludes Medicaid	Language capacity carve-out (Spanish-capable clinical slot required; interpreter capacity may not be assumed) plus status gating on held capacity and payer eligibility	Yes	Escalate to capacity desk for release of a Spanish-capable SUD bridge block with confirmed interpreter coverage, or add Spanish RN-SUD capacity. Deliver bridge outreach in Spanish in the interim.
BH-E7V1	Priority access	Youth self-injury 15-30 days ago; PHQ-9 23 with marked impairment	Youth therapy intake (age band 12-17)	P-YTH-H5L (Open, North, Riverbend, English, age-eligible) - blocked because priority youth therapy intake requires verified guardian/caregiver authority; S-YSF-A7Q - same-day youth safety block that does not match a non-same-day presentation and is reserved for BH-P8A4; all remaining inventory is 18+	Youth consent carve-out (verified guardian/caregiver authority required for routine or priority youth therapy intake)	Yes	Caseworker to confirm guardian/caregiver authority, then reserve P-YTH-H5L. Do not reserve the therapy slot before verification. Bridge outreach must observe the stepfather do-not-contact restriction.

Protected_Contact6 rows

Protected-Contact Restrictions Carried Forward
Flagged where ordinary family, guardian, partner, or collateral outreach is not permitted without additional consent or verification. Interpreter need, site preference, and absent telehealth consent are not contact restrictions and are not flagged here.
client_id	pathway	restriction_type	source_of_restriction	permitted_outreach	prohibited_without_further_consent	carry_forward_action
BH-J4K9	Crisis transfer	Client-only contact	Referral export collateral note: 'May contact client only'	Client directly	Any family, partner, or other collateral contact without additional consent	Carry forward to post-crisis disposition follow-up; confirm consent before any collateral communication.
BH-P8A4	Same-day clinician review (Trigger B)	Unverified guardian authority; collateral limited to scheduling status	Signed handoff HN-P8A4 and export: guardian phone unverified since 2026-05-07; 'School counselor may receive scheduling updates only'	Client; school counselor for scheduling updates only	Clinical detail to the school counselor; guardian outreach relying on the unverified number	Same-day safety review proceeds while verification is pending, but verify guardian authority before any youth therapy intake is reserved.
BH-L0R6	Same-day clinician review (Trigger D)	Partner do-not-contact	Signed handoff HN-L0R6: client explicitly requested that partner not be contacted	Client directly, or OB social work	Partner listed in demographics	Suppress the demographics partner contact in outreach lists; all outreach in Spanish.
BH-E7V1	Priority access	Caregiver authority not verified; stepfather do-not-contact; collateral limited to scheduling status	Signed handoff HN-E7V1 and export: 'Not verified - caregiver conflict noted'; 'Do not leave details with stepfather until verification'; school counselor scheduling status only	Client; school counselor for scheduling status only; caseworker	Voicemail or clinical detail with stepfather until the caseworker confirms authority; guardian-authorized consent actions	Blocks reservation of P-YTH-H5L. Carry the restriction into bridge outreach and re-check after caseworker verification.

Handoff_Reconciliation18 rows

Care-Coordination Note Reconciliation
Review window 2026-05-29 09:30-11:40 CT. A note governs the export only when it identifies the same client and is signed within the window; draft or unsigned notes are disregarded.
note_id	client_id	status	signed_ts_ct	within_review_window	authority	effect_on_routing
HN-J4K9	BH-J4K9	SIGNED	2026-05-29 11:18 CT	Yes	Authoritative	Export showed no intent, no means, and no recent self-harm. Note documents current intent, accessible means, and medically attended self-harm 2026-05-27 - moves client from queue label 'Moderate' to crisis transfer.
HN-C3T8	BH-C3T8	SIGNED	2026-05-29 10:02 CT	Yes	Authoritative	Confirms means considered 18 days ago with supply retained and no safety plan - supports Trigger A same-day review.
HN-P8A4	BH-P8A4	SIGNED	2026-05-29 10:41 CT	Yes	Authoritative	Confirms self-injury 6 days ago with current thoughts (Trigger B) and unverified guardian phone.
HN-M2N7	BH-M2N7	SIGNED	2026-05-29 10:36 CT	Yes	Authoritative	Confirms command content with intent and means denied - Trigger C rather than crisis transfer.
HN-L0R6	BH-L0R6	SIGNED	2026-05-29 10:58 CT	Yes	Authoritative	Adds sleep of 2.5 hours/night, unconfirmed support, partner do-not-contact, and Spanish requirement - Trigger D.
HN-X1D5	BH-X1D5	SIGNED	2026-05-29 09:55 CT	Yes	Authoritative	Confirms 2026-05-24 psychiatric inpatient discharge with safety plan - priority access, transition visit requested.
HN-S5Q2	BH-S5Q2	SIGNED	2026-05-29 10:24 CT	Yes	Authoritative	Confirms stable moderate withdrawal and that Spanish is required for clinical care.
HN-R6W8	BH-R6W8	SIGNED	2026-05-29 10:50 CT	Yes	Authoritative	Confirms severe homebound panic and signed telehealth consent.
HN-E7V1	BH-E7V1	SIGNED	2026-05-29 11:05 CT	Yes	Authoritative	Confirms self-injury about 21 days ago with no current thoughts, unverified caregiver authority, and stepfather do-not-contact.
HN-Q2T0	BH-Q2T0	SIGNED	2026-05-29 10:47 CT	Yes	Authoritative	Confirms no intrusive harm content, sleep about 5 hours, and available support - excludes Trigger D, leaves EPDS priority.
HN-Z0B4	BH-Z0B4	SIGNED	2026-05-29 10:52 CT	Yes	Authoritative	Confirms no ideation or psychosis, West-site preference, and Northstar Select coverage with telehealth not cleared.
HN-V9F3	BH-V9F3	SIGNED	2026-05-29 10:44 CT	Yes	Authoritative	Confirms outside therapist seen 08:15 on 2026-05-29 with existing psychiatrist - high score is covered, so routine/waitlist.
HN-N4A1	BH-N4A1	SIGNED	2026-05-29 10:12 CT	Yes	Authoritative	Corrects the psychosis checkbox to tinnitus/hearing loss - removes any command-content pathway.
HN-A8U2	BH-A8U2	SIGNED	2026-05-29 10:32 CT	Yes	Authoritative	Reclassifies both 30-day ED encounters as urgent care and non-behavioral ED - no BH ED visit remains.
HN-D5H0	BH-D5H0	SIGNED	2026-05-29 09:49 CT	Yes	Authoritative	Confirms the 2026-05-21 stay was ED observation that did not convert to psychiatric inpatient admission.
HN-T9Y6-DRAFT	BH-T9Y6	DRAFT UNSIGNED	2026-05-29 11:35 CT	n/a - not finalized	Disregarded	Draft has no signer and was not finalized before batch review, so its suggested routine downgrade is not applied. Routing uses the referral export: GAD-7 19 with severe impairment - priority access.

User prompt → 83 turns · 45 tool calls → final responseclaude-code

64 of 83 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 exploring the attached materials in the workspace.21k
I'll start by exploring 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 (+description)

Arguments

List workspace files

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

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

[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
[metadata]
noOutputExpected: false

5Bash21k1

Tool execution only — no assistant text

Bashcd /workspace/data && ls -la && python3 -c " import zipfile for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx','signed_clinical_handoff_packet.docx']: z = zipfile.ZipFile(f) print(f, [n.filename for n in z.infolist()][:30]) " (+description)3k chars

Arguments

Inspect file structures

cd /workspace/data && ls -la && python3 -c "
import zipfile
for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx','signed_clinical_handoff_packet.docx']:
    z = zipfile.ZipFile(f)
    print(f, [n.filename for n in z.infolist()][:30])
"

Output

total 80
drwxr-xr-x 1 root root  4096 Aug 20 01:18 .
drwxr-xr-x 1 root root  4096 Aug 20 01:18 ..
-rw-r--r-- 1 root root  7822 Aug 19 23:32 access_services_rules_cutover_queue.pdf
-rw-r--r-- 1 root root 13044 Aug 19 23:32 referral_batch_export.xlsx
-rw-r--r-- 1 root root 40337 Aug 19 23:32 signed_clinical_handoff_packet.docx
-rw-r--r-- 1 root root 11190 Aug 19 23:32 slot_inventory_and_roster.xlsx
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/wor

… 2,408 more characters of output in the raw trajectory.

6user{"type": "document", "source": {"type": "base64", "media_type": "application/pdf", "data": "JVBERi0xLjQKJZOMi54gUmVwb3J0…
{"type": "document", "source": {"type": "base64", "media_type": "application/pdf", "data": "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
… 8,527 more characters in the raw trajectory.

7Read22k1

Tool execution only — no assistant text

Read/workspace/data/access_services_rules_cutover_queue.pdf11k chars

Arguments

/workspace/data/access_services_rules_cutover_queue.pdf

Output

PDF file read: /workspace/data/access_services_rules_cutover_queue.pdf (7.6KB)

[metadata]
type: pdf
file:
  filePath: /workspace/data/access_services_rules_cutover_queue.pdf
  base64: 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

… 9,655 more characters of output in the raw trajectory.

9Bash28k1

Tool execution only — no assistant text

Bashpython3 -c " import openpyxl for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx']: print('='*100) print(f) wb = openpyxl.load_workbook(f, data_only=True) for ws in wb.worksheets: print('-'*80) print('SHEET:', ws.title, ws.dimensions) for row in ws.iter_rows(values_only=True): if any(c is not None and str(c).strip()!='' for c in row): print(row) " (+description)29k chars

Arguments

Dump both xlsx files

python3 -c "
import openpyxl
for f in ['referral_batch_export.xlsx','slot_inventory_and_roster.xlsx']:
    print('='*100)
    print(f)
    wb = openpyxl.load_workbook(f, data_only=True)
    for ws in wb.worksheets:
        print('-'*80)
        print('SHEET:', ws.title, ws.dimensions)
        for row in ws.iter_rows(values_only=True):
            if any(c is not None and str(c).strip()!='' for c in row):
                print(row)
"

Output

====================================================================================================
referral_batch_export.xlsx
--------------------------------------------------------------------------------
SHEET: Referral_Export A1:AD17
('client_id', 'intake_ts_ct', 'source', 'age', 'perinatal_status', 'payer_plan', 'preferred_site', 'clinical_language', 'telehealth_consent', 'guardian_consent_status', 'collateral_contact_note', 'raw_triage_band', 'phq9', 'gad7', 'epds', 'functional_impairment', 'current_intent_reported', 'current_death_or_self_harm_thoughts', 'method_or_means_recent', 'safety_plan_on_file', 'nssi_or_self_harm_days_ago', 'medically_attended_self_harm_last_72h', 'psychosis_checkbox', 'command_content_reported', 'substance_withdrawal_status', 'psych_inpatient_discharge_date', 'bh_ed_visits_30d', 'active_bh_provider_seen_within_72h', 'linked_note_id', 'export_comment')
('BH-J4K9', datetime.datetime(2026, 5, 29, 9, 8), 'ED callback', 34, 'No', 'Riverbend Medicaid MCO',

… 28,350 more characters of output in the raw trajectory.

11Bash36k1

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 for child in body.iterchildren(): if child.tag.endswith('}p'): p = Paragraph(child, d) t = p.text.strip() if t: print('P:', t) elif child.tag.endswith('}tbl'): tb = Table(child, d) print('--- TABLE ---') for r in tb.rows: print(' | '.join(c.text.strip().replace(chr(10),' / ') for c in r.cells)) print('--- END24k 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
for child in body.iterchildren():
    if child.tag.endswith('}p'):
        p = Paragraph(child, d)
        t = p.text.strip()
        if t: print('P:', t)
    elif child.tag.endswith('}tbl'):
        tb = Table(child, d)
        print('--- TABLE ---')
        for r in tb.rows:
            print(' | '.join(c.text.strip().replace(chr(10),' / ') for c in r.cells))
        print('--- END

… 719 more characters of arguments in the raw trajectory.

Output

P: Access Services Care-Coordination Notes Packet
P: Cutover queue review window: 2026-05-29 09:30-11:40 CT | Service line: urgent access desk
P: 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 reviewing medication quant

… 22,756 more characters of output in the raw trajectory.

13I have all four sources. Let me work through the routing logic and then build the deliverables.55k
I have all four sources. Let me work through the routing logic and then build the deliverables.
14Bash1
Tool execution only — no assistant text
Bashmkdir -p /workspace/output && echo ok (+description)
Arguments
Create output directory
mkdir -p /workspace/output && echo ok
Output
ok [stdout] ok [metadata] noOutputExpected: false
15No text or tool call recorded55k
16user{"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.
17Skill1
Tool execution only — no assistant text
Skillxlsx
Arguments
xlsx
Output
Launching skill: xlsx [metadata] success: true commandName: xlsx
19Now I'll build the workbook.84k
Now I'll build the workbook.

20Write1

Tool execution only — no assistant text

Write/tmp/build_wb.py (+content)47k chars

Arguments

file_path

/tmp/build_wb.py

content

from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill, Alignment, Border, Side
from openpyxl.utils import get_column_letter
from datetime import datetime

FONT = "Arial"
HDR_FILL = PatternFill("solid", start_color="1F4E79")
HDR_FONT = Font(name=FONT, size=10, bold=True, color="FFFFFF")
BODY = Font(name=FONT, size=10)
BOLD = Font(name=FONT, size=10, bold=True)
TITLE = Font(name=FONT, size=13, bold=True, color="1F4E79")
SUB = Font(name=FONT, size=9, italic=True, color="595959")
THIN = Side(style="thin", co

… 45,985 more characters of arguments in the raw trajectory.

Output

File created successfully at: /tmp/build_wb.py (file state is current in your context — no need to Read it back)

[metadata]
type: create
filePath: /tmp/build_wb.py
content: |
  from openpyxl import Workbook
  from openpyxl.styles import Font, PatternFill, Alignment, Border, Side
  from openpyxl.utils import get_column_letter
  from datetime import datetime
  
  FONT = "Arial"
  HDR_FILL = PatternFill("solid", start_color="1F4E79")
  HDR_FONT = Font(name=FONT, size=10, bold=True, color="FFFFFF")
  BODY = Font(name=FONT, size=10)
  BOLD = Font(name=FONT, size=10, bold=True)
  TITLE = Font(name=FONT, size=13, bold=True, color="1F4E79")
  SUB = Font(name=FONT, size=9, italic=True, color="595959")
  THIN = Side(style="thin", color="BFBFBF")
  BORDER = Border(left=THIN, right=THIN, top=THIN, bottom=THIN)
  ALT = PatternFill("solid", start_color="F2F6FA")
  FLAG = PatternFill("solid", start_color="FCE4D6")
  OK = PatternFill("solid", start_color="E2EFDA")
  DT = "yyyy-m

… 45,798 more characters of output in the raw trajectory.

21Bash85k1

Tool execution only — no assistant text

Bashcd /workspace && python3 /tmp/build_wb.py && python3 /logs/agent/sessions/skills/xlsx/scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 90 (+description)

Arguments

Build workbook and recalculate formulas

cd /workspace && python3 /tmp/build_wb.py && python3 /logs/agent/sessions/skills/xlsx/scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 90

Output

saved
{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 14
}

[stdout]
saved
{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 14
}
[metadata]
noOutputExpected: false

22Bash85k1

Tool execution only — no assistant text

Bashcd /workspace/output && python3 -c " import openpyxl wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True) ws = wb['Summary'] for row in ws.iter_rows(min_row=13, max_row=27, max_col=2, values_only=True): if row[0]: print(f'{row[0]:45} {row[1]}') print() print('Reserved minutes cell:', wb['Slot_Reservations']['H14'].value) print('Sheets:', wb.sheetnames) " (+description)2k chars

Arguments

Verify computed summary values

cd /workspace/output && python3 -c "
import openpyxl
wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True)
ws = wb['Summary']
for row in ws.iter_rows(min_row=13, max_row=27, max_col=2, values_only=True):
    if row[0]: print(f'{row[0]:45} {row[1]}')
print()
print('Reserved minutes cell:', wb['Slot_Reservations']['H14'].value)
print('Sheets:', wb.sheetnames)
"

Output

Measure                                       Count
Referrals in batch                            16
Crisis transfer                               1
Same-day clinician review                     4
Priority access                               7
Routine / waitlist                            4
Escalation queue (crisis + same-day)          5
High-acuity clinical slots reserved           9
Reserved clinical minutes                     480
Priority clients placed                       5
Unresolved priority cases                     2
Bridge-outreach clients                       4
Protected-contact flags                       4
Inventory rows unusable for this batch        4

Reserved minutes cell: 480
Sheets: ['Summary', 'Client_Routing', 'Slot_Reservations', 'Slot_Disposition', 'Bridge_Outreach', 'Unresolved_Priority', 'Protected_Contact', 'Handoff_Reconciliation']

[stdout]
Measure                                       Count
Referrals in batch                            16
Crisis transfe

… 798 more characters of output in the raw trajectory.

24Workbook is clean — all 14 formulas resolve, counts reconcile. Now the memo.85k
Workbook is clean — all 14 formulas resolve, counts reconcile. Now the memo.
25user{"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.
26Skill1
Tool execution only — no assistant text
Skilldocx
Arguments
docx
Output
Launching skill: docx [metadata] success: true commandName: docx

27Bash94k1

Tool execution only — no assistant text

Bashnpm ls -g docx 2>/dev/null | head -5; node -e "require('docx'); console.log('docx ok')" 2>&1 | tail -2 (+description)

Arguments

Check docx library availability

npm ls -g docx 2>/dev/null | head -5; node -e "require('docx'); console.log('docx ok')" 2>&1 | tail -2

Output

/bin/bash: line 1: node: command not found

[stdout]
/bin/bash: line 1: node: command not found
[metadata]
noOutputExpected: false

28Bash94k1
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 available doc tooling
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
30No Node available — I'll build the memo with python-docx, following the skill's formatting rules (Arial, explicit Letter…107k
No Node available — I'll build the memo with python-docx, following the skill's formatting rules (Arial, explicit Letter page size, real numbering-based lists, dual-width tables).

31Write1

Tool execution only — no assistant text

Write/tmp/build_memo.py (+content)27k chars

Arguments

file_path

/tmp/build_memo.py

content

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, 0x4E, 0x79)
GREY = RGBColor(0x59, 0x59, 0x59)
HDR_FILL = "1F4E79"
ALT_FILL = "F2F6FA"
FLAG_FILL = "FCE4D6"
CW = 6.9  # content width in inches

doc = Document()

# ---------------------------------------------------------------- base styles

… 26,519 more characters of arguments in the raw trajectory.

Output

File created successfully at: /tmp/build_memo.py (file state is current in your context — no need to Read it back)

[metadata]
type: create
filePath: /tmp/build_memo.py
content: |
  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, 0x4E, 0x79)
  GREY = RGBColor(0x59, 0x59, 0x59)
  HDR_FILL = "1F4E79"
  ALT_FILL = "F2F6FA"
  FLAG_FILL = "FCE4D6"
  CW = 6.9  # content width in inches
  
  doc = Document()
  
  # ---------------------------------------------------------------- base styles
  n = doc.styles["Normal"]
  n.font.name = "Arial"
  n.font.size = Pt(10)
  n._element.rPr.rFonts.set(qn("w:eastAsia"), "Arial")
  n.paragraph_format.space_after = Pt(6)
  n.paragraph_format.space_before = Pt(0)
  
  for sid, size, color, before, after i

… 26,334 more characters of output in the raw trajectory.

32Bash107k1

Tool execution only — no assistant text

Bashcd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx (+description)

Arguments

Build and validate the memo

cd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx

Output

Exit code 1
saved

FAILED - Found NEW validation errors:
  word/document.xml: 2 new error(s)
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblCellMar': This element is not expected. Expected is one of ( {http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblCaption, {http://schemas.openxmlformats.org/wordpr...
    - 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...
  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 → 259 (+259)

[error] tool reported failure

34Schema ordering issues in the raw XML. Let me fix the element positioning.111k
Schema ordering issues in the raw XML. Let me fix the element positioning.

35Edit1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string)5k chars

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

def shade(cell, hexfill):
    el = OxmlElement("w:shd")
    el.set(qn("w:val"), "clear")
    el.set(qn("w:color"), "auto")
    el.set(qn("w:fill"), hexfill)
    cell._tc.get_or_add_tcPr().append(el)


def cell_margins(table, t=60, b=60, l=90, r=90):
    tblPr = table._tbl.tblPr
    m = OxmlElement("w:tblCellMar")
    for tag, v in (("top", t), ("bottom", b), ("left", l), ("right", r)):
        e = OxmlElement(f"w:{tag}")
        e.set(qn("w:w"), str(v))
        e.set(qn("w:type"), "dx

… 2,176 more characters of arguments in the raw trajectory.

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: |
  def shade(cell, hexfill):
      el = OxmlElement("w:shd")
      el.set(qn("w:val"), "clear")
      el.set(qn("w:color"), "auto")
      el.set(qn("w:fill"), hexfill)
      cell._tc.get_or_add_tcPr().append(el)
  
  
  def cell_margins(table, t=60, b=60, l=90, r=90):
      tblPr = table._tbl.tblPr
      m = OxmlElement("w:tblCellMar")
      for tag, v in (("top", t), ("bottom", b), ("left", l), ("right", r)):
          e = OxmlElement(f"w:{tag}")
          e.set(qn("w:w"), str(v))
          e.set(qn("w:type"), "dxa")
          m.append(e)
      tblPr.append(m)
newString: |
  TBLPR_SEQ = (
      "w:tblStyle", "w:tblpPr", "w:tblOverlap", "w:bidiVisual", "w:tblStyleRowBandSize",
      "w:tblStyleColBandSize", "w:tblW", "w:jc", "w:tblCellSpacing", "w:tblInd",
      "w:tblBorde

… 4,494 more characters of output in the raw trajectory.

37Edit111k1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)1k chars

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

def insert_ordered(parent, child, seq):
    successors = seq[seq.index(child.tag.split("}")[-1].join(("w:", ""))) + 1:] \
        if False else seq[seq.index("w:" + child.tag.split("}")[-1]) + 1:]
    parent.insert_element_before(child, *successors)

new_string

def insert_ordered(parent, child, seq):
    tag = "w:" + child.tag.split("}")[-1]
    parent.insert_element_before(child, *seq[seq.index(tag) + 1:])

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: |
  def insert_ordered(parent, child, seq):
      successors = seq[seq.index(child.tag.split("}")[-1].join(("w:", ""))) + 1:] \
          if False else seq[seq.index("w:" + child.tag.split("}")[-1]) + 1:]
      parent.insert_element_before(child, *successors)
newString: |
  def insert_ordered(parent, child, seq):
      tag = "w:" + child.tag.split("}")[-1]
      parent.insert_element_before(child, *seq[seq.index(tag) + 1:])
originalFile: null
structuredPatch:
  -
    oldStart: 78
    oldLines: 9
    newStart: 78
    newLines: 8
    lines:
      -  
      -  
      -  def insert_ordered(parent, child, seq):
      - -    successors = seq[seq.index(child.tag.split("}")[-1].join(("w:", ""))) + 1:] \
      - -        if False else seq[seq.index("w:" + child.tag.split("}")[-1]) + 1:]
      - -    parent.insert_element_befo

… 232 more characters of output in the raw trajectory.

38Edit111k1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)2k chars

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

def rule(p, size=8, color="2E75B6"):
    pPr = p._p.get_or_add_pPr()
    pbdr = OxmlElement("w:pBdr")
    b = OxmlElement("w:bottom")
    b.set(qn("w:val"), "single")
    b.set(qn("w:sz"), str(size))
    b.set(qn("w:space"), "2")
    b.set(qn("w:color"), color)
    pbdr.append(b)
    pPr.append(pbdr)

new_string

def rule(p, size=8, color="2E75B6"):
    pbdr = OxmlElement("w:pBdr")
    b = OxmlElement("w:bottom")
    b.set(qn("w:val"), "single")
    b.set(qn("w:sz"), str(size))

… 145 more characters of arguments in the raw trajectory.

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: |
  def rule(p, size=8, color="2E75B6"):
      pPr = p._p.get_or_add_pPr()
      pbdr = OxmlElement("w:pBdr")
      b = OxmlElement("w:bottom")
      b.set(qn("w:val"), "single")
      b.set(qn("w:sz"), str(size))
      b.set(qn("w:space"), "2")
      b.set(qn("w:color"), color)
      pbdr.append(b)
      pPr.append(pbdr)
newString: |
  def rule(p, size=8, color="2E75B6"):
      pbdr = OxmlElement("w:pBdr")
      b = OxmlElement("w:bottom")
      b.set(qn("w:val"), "single")
      b.set(qn("w:sz"), str(size))
      b.set(qn("w:space"), "2")
      b.set(qn("w:color"), color)
      pbdr.append(b)
      insert_ordered(p._p.get_or_add_pPr(), pbdr, PPR_SEQ)
originalFile: null
structuredPatch:
  -
    oldStart: 157
    oldLines: 7
    newStart: 157
    newLines: 6
    lines:
      -  
      -  
      -  def ru

… 591 more characters of output in the raw trajectory.

39Edit112k1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

doc.save("/workspace/output/access_reconciliation_memo.docx")

new_string

z = doc.settings.element.find(qn("w:zoom"))
if z is not None and z.get(qn("w:percent")) is None:
    z.set(qn("w:percent"), "100")

doc.save("/workspace/output/access_reconciliation_memo.docx")

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: doc.save("/workspace/output/access_reconciliation_memo.docx")
newString: |
  z = doc.settings.element.find(qn("w:zoom"))
  if z is not None and z.get(qn("w:percent")) is None:
      z.set(qn("w:percent"), "100")
  
  doc.save("/workspace/output/access_reconciliation_memo.docx")
originalFile: null
structuredPatch:
  -
    oldStart: 518
    oldLines: 5
    newStart: 518
    newLines: 9
    lines:
      -  )
      -  r.font.size = Pt(10)
      -  
      - +z = doc.settings.element.find(qn("w:zoom"))
      - +if z is not None and z.get(qn("w:percent")) is None:
      - +    z.set(qn("w:percent"), "100")
      - +
      -  doc.save("/workspace/output/access_reconciliation_memo.docx")
      -  print("saved")
userModified: false
replaceAll: false

40Bash112k1

Tool execution only — no assistant text

Bashcd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx (+description)

Arguments

Rebuild and validate memo

cd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx

Output

Exit code 1
saved

FAILED - Found NEW validation errors:
  word/document.xml: 1 new error(s)
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}left': This element is not expected. Expected is one of ( {http://schemas.openxmlformats.org/wordprocessingml/2006/main}end, {http://schemas.openxmlformats.org/wordprocessingml/20...

Paragraphs: 0 → 259 (+259)

[error] tool reported failure

42Edit113k1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)

Arguments

replace_all: false
file_path: /tmp/build_memo.py
old_string: for tag, v in (("top", t), ("bottom", b), ("left", l), ("right", r)):
new_string: for tag, v in (("top", t), ("left", l), ("bottom", b), ("right", r)):

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString:     for tag, v in (("top", t), ("bottom", b), ("left", l), ("right", r)):
newString:     for tag, v in (("top", t), ("left", l), ("bottom", b), ("right", r)):
originalFile: null
structuredPatch:
  -
    oldStart: 92
    oldLines: 7
    newStart: 92
    newLines: 7
    lines:
      -  
      -  def cell_margins(table, t=60, b=60, l=90, r=90):
      -      m = OxmlElement("w:tblCellMar")
      - -    for tag, v in (("top", t), ("bottom", b), ("left", l), ("right", r)):
      - +    for tag, v in (("top", t), ("left", l), ("bottom", b), ("right", r)):
      -          e = OxmlElement(f"w:{tag}")
      -          e.set(qn("w:w"), str(v))
      -          e.set(qn("w:type"), "dxa")
userModified: false
replaceAll: false

43Bash113k1

Tool execution only — no assistant text

Bashcd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx (+description)

Arguments

Rebuild and validate memo

cd /workspace && python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx

Output

saved

Paragraphs: 0 → 259 (+259)
All validations PASSED!

[stdout]
saved

Paragraphs: 0 → 259 (+259)
All validations PASSED!
[metadata]
noOutputExpected: false

44Now let me render the memo to images to check the layout visually.113k
Now let me render the memo to images to check the layout visually.

45Bash1

Tool execution only — no assistant text

Bashcd /tmp && rm -rf memoprev && mkdir memoprev && cd memoprev && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx >/dev/null 2>&1; ls; pdftoppm -jpeg -r 100 access_reconciliation_memo.pdf pg && ls (+description)

Arguments

Render memo to images

cd /tmp && rm -rf memoprev && mkdir memoprev && cd memoprev && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx >/dev/null 2>&1; ls; pdftoppm -jpeg -r 100 access_reconciliation_memo.pdf pg && ls

Output

access_reconciliation_memo.pdf
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
Shell cwd was reset to /workspace

[stdout]
access_reconciliation_memo.pdf
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
[stderr]

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

46Read114k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-1.jpg392k chars

Arguments

/tmp/memoprev/pg-1.jpg

Output

type: image
source:
  type: base64
  data: 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

… 391,357 more characters of output in the raw trajectory.

48Bash116k1

Tool execution only — no assistant text

Bashcd /tmp && python3 -c " import zipfile,re x = zipfile.ZipFile('/workspace/output/access_reconciliation_memo.docx').read('word/document.xml').decode() print('rFonts Arial count:', x.count('Arial')) print(re.search(r'<w:tblGrid>.*?</w:tblGrid>', x, re.S).group()[:400]) "; fc-list 2>/dev/null | grep -icE "arial|liberation sans|dejavu sans"; fc-match Arial 2>/dev/null (+description)

Arguments

Check font embedding and table grid

cd /tmp && python3 -c "
import zipfile,re
x = zipfile.ZipFile('/workspace/output/access_reconciliation_memo.docx').read('word/document.xml').decode()
print('rFonts Arial count:', x.count('Arial'))
print(re.search(r'<w:tblGrid>.*?</w:tblGrid>', x, re.S).group()[:400])
"; fc-list 2>/dev/null | grep -icE "arial|liberation sans|dejavu sans"; fc-match Arial 2>/dev/null

Output

rFonts Arial count: 454
<w:tblGrid><w:gridCol w:w="4968"/><w:gridCol w:w="4968"/></w:tblGrid>
6
DejaVuSans.ttf: "DejaVu Sans" "Book"
Shell cwd was reset to /workspace

[stdout]
rFonts Arial count: 454
<w:tblGrid><w:gridCol w:w="4968"/><w:gridCol w:w="4968"/></w:tblGrid>
6
DejaVuSans.ttf: "DejaVu Sans" "Book"
[stderr]

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

50Bash117k1

Tool execution only — no assistant text

Bashfc-list : family 2>/dev/null | tr ',' '\n' | sort -u | head -30 (+description)

Arguments

List installed font families

fc-list : family 2>/dev/null | tr ',' '\n' | sort -u | head -30

Output

DejaVu Sans
DejaVu Sans Mono
DejaVu Serif
OpenSymbol

[stdout]
DejaVu Sans
DejaVu Sans Mono
DejaVu Serif
OpenSymbol
[metadata]
noOutputExpected: false

52Fonts render as a local substitution (only DejaVu is installed here) — the file itself correctly specifies Arial. The re…117k
Fonts render as a local substitution (only DejaVu is installed here) — the file itself correctly specifies Arial. The real issue is column widths: LibreOffice/Word honor tblGrid, which python-docx leaves equal-width. Let me fix that.

53Edit1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)1k chars

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

def repeat_header(row):

new_string

def set_grid(table, widths):
    layout = OxmlElement("w:tblLayout")
    layout.set(qn("w:type"), "fixed")
    insert_ordered(table._tbl.tblPr, layout, TBLPR_SEQ)
    grid = table._tbl.find(qn("w:tblGrid"))
    for gc in list(grid):
        grid.remove(gc)
    for w in widths:
        gc = OxmlElement("w:gridCol")
        gc.set(qn("w:w"), str(int(round(w * 1440))))
        grid.append(gc)


def repeat_header(row):

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: def repeat_header(row):
newString: |
  def set_grid(table, widths):
      layout = OxmlElement("w:tblLayout")
      layout.set(qn("w:type"), "fixed")
      insert_ordered(table._tbl.tblPr, layout, TBLPR_SEQ)
      grid = table._tbl.find(qn("w:tblGrid"))
      for gc in list(grid):
          grid.remove(gc)
      for w in widths:
          gc = OxmlElement("w:gridCol")
          gc.set(qn("w:w"), str(int(round(w * 1440))))
          grid.append(gc)
  
  
  def repeat_header(row):
originalFile: null
structuredPatch:
  -
    oldStart: 100
    oldLines: 6
    newStart: 100
    newLines: 19
    lines:
      -      insert_ordered(table._tbl.tblPr, m, TBLPR_SEQ)
      -  
      -  
      - +def set_grid(table, widths):
      - +    layout = OxmlElement("w:tblLayout")
      - +    layout.set(qn("w:type"), "fixed")
      - +    insert_ordered

… 470 more characters of output in the raw trajectory.

54Bash118k1

Tool execution only — no assistant text

Bashcd /tmp && python3 - <<'EOF' import re p = '/tmp/build_memo.py' s = open(p).read() # wire set_grid into add_table s = s.replace( """ t.autofit = False cell_margins(t) for i, h in enumerate(headers):""", """ t.autofit = False cell_margins(t) set_grid(t, widths) for i, h in enumerate(headers):""") # wire set_grid into the metadata table s = s.replace( """t.autofit = False cell_margins(t) for k, v in meta:""", """t.autofit = False cell_margins(t) set_grid(t, [1.55, CW - 1.55]) for k, v in meta:""

Arguments

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

# wire set_grid into add_table
s = s.replace(
    """    t.autofit = False
    cell_margins(t)
    for i, h in enumerate(headers):""",
    """    t.autofit = False
    cell_margins(t)
    set_grid(t, widths)
    for i, h in enumerate(headers):""")

# wire set_grid into the metadata table
s = s.replace(
    """t.autofit = False
cell_margins(t)
for k, v in meta:""",
    """t.autofit = False
cell_margins(t)
set_grid(t, [1.55, CW - 1.55])
for k, v in meta:""

… 255 more characters of arguments in the raw trajectory.

Output

Exit code 1
3
saved

FAILED - Found NEW validation errors:
  word/document.xml: 1 new error(s)
    - Element '{http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblLayout': This element is not expected. Expected is one of ( {http://schemas.openxmlformats.org/wordprocessingml/2006/main}tblCellMar, {http://schemas.openxmlformats.org/wordpro...

Paragraphs: 0 → 259 (+259)

[error] tool reported failure

56t.autofit = False already emits tblLayout — mine was a duplicate.124k
t.autofit = False already emits tblLayout — mine was a duplicate.

57Edit1

Tool execution only — no assistant text

Edit/tmp/build_memo.py (+replace_all, old_string, new_string)1k chars

Arguments

replace_all

false

file_path

/tmp/build_memo.py

old_string

def set_grid(table, widths):
    layout = OxmlElement("w:tblLayout")
    layout.set(qn("w:type"), "fixed")
    insert_ordered(table._tbl.tblPr, layout, TBLPR_SEQ)
    grid = table._tbl.find(qn("w:tblGrid"))

new_string

def set_grid(table, widths):
    table.autofit = False
    grid = table._tbl.find(qn("w:tblGrid"))

Output

The file /tmp/build_memo.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_memo.py
oldString: |
  def set_grid(table, widths):
      layout = OxmlElement("w:tblLayout")
      layout.set(qn("w:type"), "fixed")
      insert_ordered(table._tbl.tblPr, layout, TBLPR_SEQ)
      grid = table._tbl.find(qn("w:tblGrid"))
newString: |
  def set_grid(table, widths):
      table.autofit = False
      grid = table._tbl.find(qn("w:tblGrid"))
originalFile: null
structuredPatch:
  -
    oldStart: 101
    oldLines: 9
    newStart: 101
    newLines: 7
    lines:
      -  
      -  
      -  def set_grid(table, widths):
      - -    layout = OxmlElement("w:tblLayout")
      - -    layout.set(qn("w:type"), "fixed")
      - -    insert_ordered(table._tbl.tblPr, layout, TBLPR_SEQ)
      - +    table.autofit = False
      -      grid = table._tbl.find(qn("w:tblGrid"))
      -      for gc in list(grid):
      -          grid.remove(gc)
userModified: false

… 22 more characters of output in the raw trajectory.

58Bash124k1

Tool execution only — no assistant text

Bashpython3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx && cd /tmp/memoprev && rm -f *.pdf *.jpg && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx >/dev/null 2>&1 && pdftoppm -jpeg -r 100 access_reconciliation_memo.pdf pg && ls (+description)

Arguments

Rebuild, validate, and re-render

python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx && cd /tmp/memoprev && rm -f *.pdf *.jpg && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/access_reconciliation_memo.docx >/dev/null 2>&1 && pdftoppm -jpeg -r 100 access_reconciliation_memo.pdf pg && ls

Output

saved

Paragraphs: 0 → 259 (+259)
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
Shell cwd was reset to /workspace

[stdout]
saved

Paragraphs: 0 → 259 (+259)
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
[stderr]

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

59Read124k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-1.jpg471k chars

Arguments

/tmp/memoprev/pg-1.jpg

Output

type: image
source:
  type: base64
  data: /9j/4AAQSkZJRgABAQEAZABkAAD/2wBDAAgGBgcGBQgHBwcJCQgKDBQNDAsLDBkSEw8UHRofHh0aHBwgJC4nICIsIxwcKDcpLDAxNDQ0Hyc5PTgyPC4zNDL/2wBDAQkJCQwLDBgNDRgyIRwhMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjIyMjL/wAARCARMA1IDASIAAhEBAxEB/8QAHwAAAQUBAQEBAQEAAAAAAAAAAAECAwQFBgcICQoL/8QAtRAAAgEDAwIEAwUFBAQAAAF9AQIDAAQRBRIhMUEGE1FhByJxFDKBkaEII0KxwRVS0fAkM2JyggkKFhcYGRolJicoKSo0NTY3ODk6Q0RFRkdISUpTVFVWV1hZWmNkZWZnaGlqc3R1dnd4eXqDhIWGh4iJipKTlJWWl5iZmqKjpKWmp6ipqrKztLW2t7i5usLDxMXGx8jJytLT1NXW19jZ2uHi4+Tl5ufo6erx8vP09fb3+Pn6/8QAHwEAAwEBAQEBAQEBAQAAAAAAAAECAwQFBgcICQoL/8QAtREAAgECBAQDBAcFBAQAAQJ3AAECAxEEBSExBhJBUQdhcRMiMoEIFEKRobHBCSMzUvAVYnLRChYkNOEl8RcYGRomJygpKjU2Nzg5OkNERUZHSElKU1RVVldYWVpjZGVmZ2hpanN0dXZ3eHl6goOEhYaHiImKkpOUlZaXmJmaoqOkpaanqKmqsrO0tba3uLm6wsPExcbHyMnK0tPU1dbX2Nna4uPk5ebn6Onq8vP09fb3+Pn6/9oADAMBAAIRAxEAPwD3+iiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKACiiigAooooAKKKKA

… 470,317 more characters of output in the raw trajectory.

61Read126k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-2.jpg467k chars

Arguments

/tmp/memoprev/pg-2.jpg

Output

type: image
source:
  type: base64
  data: 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

… 466,253 more characters of output in the raw trajectory.

63Read127k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-3.jpg511k chars

Arguments

/tmp/memoprev/pg-3.jpg

Output

type: image
source:
  type: base64
  data: 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

… 510,189 more characters of output in the raw trajectory.

64Read129k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-4.jpg469k chars

Arguments

/tmp/memoprev/pg-4.jpg

Output

type: image
source:
  type: base64
  data: 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

… 467,853 more characters of output in the raw trajectory.

65Read130k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-5.jpg460k chars

Arguments

/tmp/memoprev/pg-5.jpg

Output

type: image
source:
  type: base64
  data: 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

… 459,453 more characters of output in the raw trajectory.

66Read131k1

Tool execution only — no assistant text

Read/tmp/memoprev/pg-6.jpg357k chars

Arguments

/tmp/memoprev/pg-6.jpg

Output

type: image
source:
  type: base64
  data: 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

… 356,157 more characters of output in the raw trajectory.

68Good. Two width tweaks to stop headers wrapping.134k
Good. Two width tweaks to stop headers wrapping.

69Bash1

Tool execution only — no assistant text

Bashcd /tmp && python3 - <<'EOF' p='/tmp/build_memo.py'; s=open(p).read() subs=[("[0.45, 0.75, 2.55, 1.75, 1.40]","[0.55, 0.75, 2.50, 1.70, 1.40]"), ("[0.30, 1.15, 0.90, 2.35, 0.40, 0.75, 1.05]","[0.30, 1.25, 0.90, 2.30, 0.40, 0.75, 1.00]"), ("[0.70, 3.40, 2.80]","[0.78, 3.32, 2.80]")] for a,b in subs: assert a in s, a s=s.replace(a,b) open(p,'w').write(s) EOF python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx (+description)

Arguments

Adjust column widths an

cd /tmp && python3 - <<'EOF'
p='/tmp/build_memo.py'; s=open(p).read()
subs=[("[0.45, 0.75, 2.55, 1.75, 1.40]","[0.55, 0.75, 2.50, 1.70, 1.40]"),
      ("[0.30, 1.15, 0.90, 2.35, 0.40, 0.75, 1.05]","[0.30, 1.25, 0.90, 2.30, 0.40, 0.75, 1.00]"),
      ("[0.70, 3.40, 2.80]","[0.78, 3.32, 2.80]")]
for a,b in subs:
    assert a in s, a
    s=s.replace(a,b)
open(p,'w').write(s)
EOF
python3 /tmp/build_memo.py && python3 /logs/agent/sessions/skills/docx/scripts/office/validate.py /workspace/output/access_reconciliation_memo.docx

… 11 more characters of arguments in the raw trajectory.

Output

saved

Paragraphs: 0 → 259 (+259)
All validations PASSED!
Shell cwd was reset to /workspace

[stdout]
saved

Paragraphs: 0 → 259 (+259)
All validations PASSED!
[stderr]

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

70Now let me verify the workbook renders correctly and do a final consistency check across both deliverables.138k
Now let me verify the workbook renders correctly and do a final consistency check across both deliverables.

71Bash1

Tool execution only — no assistant text

Bashcd /tmp && rm -rf wbprev && mkdir wbprev && cd wbprev && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/routing_reconciliation_workbook.xlsx >/dev/null 2>&1; pdftoppm -jpeg -r 90 -f 1 -l 2 routing_reconciliation_workbook.pdf wb 2>/dev/null; ls (+description)

Arguments

Render workbook preview

cd /tmp && rm -rf wbprev && mkdir wbprev && cd wbprev && python3 /logs/agent/sessions/skills/docx/scripts/office/soffice.py --headless --convert-to pdf /workspace/output/routing_reconciliation_workbook.xlsx >/dev/null 2>&1; pdftoppm -jpeg -r 90 -f 1 -l 2 routing_reconciliation_workbook.pdf wb 2>/dev/null; ls

Output

routing_reconciliation_workbook.pdf
wb-01.jpg
wb-02.jpg
Shell cwd was reset to /workspace

[stdout]
routing_reconciliation_workbook.pdf
wb-01.jpg
wb-02.jpg
[stderr]

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

72Read139k1

Tool execution only — no assistant text

Read/tmp/wbprev/wb-01.jpg158k chars

Arguments

/tmp/wbprev/wb-01.jpg

Output

type: image
source:
  type: base64
  data: 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

… 157,164 more characters of output in the raw trajectory.

74Read140k1

Tool execution only — no assistant text

Read/tmp/wbprev/wb-02.jpg144k chars

Arguments

/tmp/wbprev/wb-02.jpg

Output

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

… 142,972 more characters of output in the raw trajectory.

76Content is right — just default portrait print settings. Let me add proper page setup and rebuild.141k
Content is right — just default portrait print settings. Let me add proper page setup and rebuild.

77Edit1

Tool execution only — no assistant text

Edit/tmp/build_wb.py (+replace_all, old_string, new_string)2k chars

Arguments

replace_all

false

file_path

/tmp/build_wb.py

old_string

for s in wb.worksheets:
    s.sheet_view.showGridLines = False

new_string

for s in wb.worksheets:
    s.sheet_view.showGridLines = False
    s.page_setup.orientation = "landscape"
    s.page_setup.fitToWidth = 1
    s.page_setup.fitToHeight = 0
    s.sheet_properties.pageSetUpPr.fitToPage = True
    s.page_margins.left = s.page_margins.right = 0.4
    s.page_margins.top = s.page_margins.bottom = 0.5
    s.oddFooter.center.text = "&A - page &P of &N"
    s.oddFooter.center.size = 8
    if s.title != "Summary"

… 41 more characters of arguments in the raw trajectory.

Output

The file /tmp/build_wb.py has been updated successfully. (file state is current in your context — no need to Read it back)

[metadata]
filePath: /tmp/build_wb.py
oldString: |
  for s in wb.worksheets:
      s.sheet_view.showGridLines = False
newString: |
  for s in wb.worksheets:
      s.sheet_view.showGridLines = False
      s.page_setup.orientation = "landscape"
      s.page_setup.fitToWidth = 1
      s.page_setup.fitToHeight = 0
      s.sheet_properties.pageSetUpPr.fitToPage = True
      s.page_margins.left = s.page_margins.right = 0.4
      s.page_margins.top = s.page_margins.bottom = 0.5
      s.oddFooter.center.text = "&A - page &P of &N"
      s.oddFooter.center.size = 8
      if s.title != "Summary":
          s.print_title_rows = "4:4"
originalFile: null
structuredPatch:
  -
    oldStart: 572
    oldLines: 6
    newStart: 572
    newLines: 16
    lines:
      -  
      -  for s in wb.worksheets:
      -      s.sheet_view.showGridLines = False
      - +    s.page_setup.orientation = "landscape"

… 558 more characters of output in the raw trajectory.

78Bash142k1

Tool execution only — no assistant text

Bashpython3 /tmp/build_wb.py && python3 /logs/agent/sessions/skills/xlsx/scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 90 (+description)

Arguments

Rebuild workbook with page setup and recalc

python3 /tmp/build_wb.py && python3 /logs/agent/sessions/skills/xlsx/scripts/recalc.py /workspace/output/routing_reconciliation_workbook.xlsx 90

Output

saved
{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 14
}

[stdout]
saved
{
  "status": "success",
  "total_errors": 0,
  "error_summary": {},
  "total_formulas": 14
}
[metadata]
noOutputExpected: false

79Now a final cross-check of both deliverables against the source rules.143k
Now a final cross-check of both deliverables against the source rules.

80Bash1

Tool execution only — no assistant text

Bashcd /workspace/output && python3 - <<'EOF' import openpyxl from datetime import datetime wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True) cr = wb['Client_Routing'] rows = list(cr.iter_rows(min_row=5, max_row=20, values_only=True)) print("clients:", len(rows)) # 1. every client appears exactly once, ids match the export export = openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx').['Referral_Export'] if False else openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx')['Referral_Export'] exp_ids = [r[0] fo

Arguments

cd /workspace/output && python3 - <<'EOF'
import openpyxl
from datetime import datetime
wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True)

cr = wb['Client_Routing']
rows = list(cr.iter_rows(min_row=5, max_row=20, values_only=True))
print("clients:", len(rows))

# 1. every client appears exactly once, ids match the export
export = openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx').['Referral_Export'] if False else openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx')['Referral_Export']
exp_ids = [r[0] fo

… 2,725 more characters of arguments in the raw trajectory.

Output

Exit code 1
  File "<stdin>", line 10
    export = openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx').['Referral_Export'] if False else openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx')['Referral_Export']
                                                                                  ^
SyntaxError: invalid syntax

[error] tool reported failure

81Bash145k1

Tool execution only — no assistant text

Bashcd /workspace/output && python3 - <<'EOF' import openpyxl from datetime import datetime wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True) cr = wb['Client_Routing'] rows = list(cr.iter_rows(min_row=5, max_row=20, values_only=True)) print("clients:", len(rows)) export = openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx')['Referral_Export'] exp_ids = [r[0] for r in export.iter_rows(min_row=2, values_only=True) if r[0]] wb_ids = [r[0] for r in rows] print("id set match:", sorted(exp_ids) == sorted(wb_ids), "| dupes:"1k chars

Arguments

cd /workspace/output && python3 - <<'EOF'
import openpyxl
from datetime import datetime
wb = openpyxl.load_workbook('routing_reconciliation_workbook.xlsx', data_only=True)
cr = wb['Client_Routing']
rows = list(cr.iter_rows(min_row=5, max_row=20, values_only=True))
print("clients:", len(rows))

export = openpyxl.load_workbook('/workspace/data/referral_batch_export.xlsx')['Referral_Export']
exp_ids = [r[0] for r in export.iter_rows(min_row=2, values_only=True) if r[0]]
wb_ids  = [r[0] for r in rows]
print("id set match:", sorted(exp_ids) == sorted(wb_ids), "| dupes:"

… 2,378 more characters of arguments in the raw trajectory.

Output

clients: 16
id set match: True | dupes: False
reservations: 9 unique: True
reserved slots Open/blank-hold, durations & starts unchanged: True
minutes sum: 480
routing/reservation slot map agree: True
bridge agreement: True | Yes: ['BH-S5Q2', 'BH-E7V1', 'BH-Z0B4', 'BH-Q2T0']
unresolved: ['BH-S5Q2', 'BH-E7V1'] == routing: ['BH-S5Q2', 'BH-E7V1']
contact: ['BH-J4K9', 'BH-P8A4', 'BH-L0R6', 'BH-E7V1'] == routing: ['BH-J4K9', 'BH-P8A4', 'BH-L0R6', 'BH-E7V1']
crisis/routine holding slots (must be []): []
bridge threshold arithmetic consistent: True
inventory rows covered: 16 of 16 | set match: True
reserved in disposition: True

[stdout]
clients: 16
id set match: True | dupes: False
reservations: 9 unique: True
reserved slots Open/blank-hold, durations & starts unchanged: True
minutes sum: 480
routing/reservation slot map agree: True
bridge agreement: True | Yes: ['BH-S5Q2', 'BH-E7V1', 'BH-Z0B4', 'BH-Q2T0']
unresolved: ['BH-S5Q2', 'BH-E7V1'] == routing: ['BH-S5Q2', 'BH-E7V1']
contact: ['BH-J4K

… 304 more characters of output in the raw trajectory.

82Bash146k1

Tool execution only — no assistant text

Bashls -la /workspace/output/ && echo "---" && python3 -c " import re,zipfile x=zipfile.ZipFile('/workspace/output/access_reconciliation_memo.docx').read('word/document.xml').decode() t=re.sub(r'<[^>]+>','',x) for cid in ['BH-J4K9','BH-C3T8','BH-P8A4','BH-M2N7','BH-L0R6','BH-X1D5','BH-S5Q2','BH-R6W8','BH-E7V1','BH-Q2T0','BH-Z0B4','BH-T9Y6','BH-V9F3','BH-N4A1','BH-A8U2','BH-D5H0']: assert cid in t, cid print('all 16 client IDs present in memo') for s in ['S-YSF-A7Q','S-PSY-9D2','S-PERI-2B','S-ASR-3P1','P-PDT-6N4','P-ADT-K3M','P-ADT-TRI','P-ADT-V4R','P-PER-F8Q']: asser

Arguments

ls -la /workspace/output/ && echo "---" && python3 -c "
import re,zipfile
x=zipfile.ZipFile('/workspace/output/access_reconciliation_memo.docx').read('word/document.xml').decode()
t=re.sub(r'<[^>]+>','',x)
for cid in ['BH-J4K9','BH-C3T8','BH-P8A4','BH-M2N7','BH-L0R6','BH-X1D5','BH-S5Q2','BH-R6W8','BH-E7V1','BH-Q2T0','BH-Z0B4','BH-T9Y6','BH-V9F3','BH-N4A1','BH-A8U2','BH-D5H0']:
    assert cid in t, cid
print('all 16 client IDs present in memo')
for s in ['S-YSF-A7Q','S-PSY-9D2','S-PERI-2B','S-ASR-3P1','P-PDT-6N4','P-ADT-K3M','P-ADT-TRI','P-ADT-V4R','P-PER-F8Q']:
    asser

… 148 more characters of arguments in the raw trajectory.

Output

total 88
drwxr-xr-x 2 root root  4096 Aug 20 02:07 .
drwxr-xr-x 1 root root  4096 Aug 20 01:57 ..
-rw-r--r-- 1 root root 46525 Aug 20 02:07 access_reconciliation_memo.docx
-rw-r--r-- 1 root root 30827 Aug 20 02:07 routing_reconciliation_workbook.xlsx
---
all 16 client IDs present in memo
all 9 reserved slot IDs present in memo
480 appears: 3

[stdout]
total 88
drwxr-xr-x 2 root root  4096 Aug 20 02:07 .
drwxr-xr-x 1 root root  4096 Aug 20 01:57 ..
-rw-r--r-- 1 root root 46525 Aug 20 02:07 access_reconciliation_memo.docx
-rw-r--r-- 1 root root 30827 Aug 20 02:07 routing_reconciliation_workbook.xlsx
---
all 16 client IDs present in memo
all 9 reserved slot IDs present in memo
480 appears: 3
[metadata]
noOutputExpected: false

83Both deliverables are in /workspace/output/ and nothing else. What the reconciliation found Escalation queue — 5 clients…147k

Both deliverables are in /workspace/output/ and nothing else.

What the reconciliation found

Escalation queue — 5 clients, in policy ranking order

Rank	Client	Pathway
1	BH-J4K9	Crisis transfer — signed 11:18 CT note supplies current intent, accessible means, and medically attended self-harm 2026-05-27; no outpatient slot
2	BH-C3T8	Same-day Trigger A → S-ASR-3P1, 15:10
3	BH-P8A4	Same-day Trigger B → S-YSF-A7Q, 13:05
4	BH-M2N7	Same-day Trigger C → S-PSY-9D2, 13:30
5	BH-L0R6	Same-day Trigger D → S-PERI-2B, 14:20 (Spanish-capable)

Placed — 9 high-acuity clinical slots reserved, 480 minutes: the 4 same-day blocks above plus 5 priority intakes (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).

Unresolved priority — 2. BH-S5Q2: the only Spanish-capable SUD bridge block (P-SUD-7CX) is on an interpreter hold, and the open one (P-SUD-1FZ) excludes Riverbend Medicaid and has no Spanish coverage. BH-E7V1: P-YTH-H5L is otherwise eligible but guardian authority is unverified, and youth therapy intake requires it.

Bridge outreach — 4: BH-S5Q2 and BH-E7V1 (no reservable appointment; S5Q2 also counts automatically as SUD), plus BH-Z0B4 and BH-Q2T0 whose first contact falls after 2026-06-01 11:40 CT.

Protected contact — 4: BH-J4K9 (client-only), BH-P8A4 (unverified guardian; counselor scheduling only), BH-L0R6 (partner do-not-contact), BH-E7V1 (unverified caregiver; stepfather do-not-contact).

Two judgment calls worth flagging: BH-T9Y6's only linked note is unsigned, so I routed from the export (priority, not the routine downgrade the draft suggested) and placed her in the perinatal-competent East intake rather than the earlier generic Central block, on specialty and site match. BH-J4K9's "May contact client only" I read as a collateral restriction and flagged it — it's the one contact flag resting on export wording rather than an e

… 84 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.