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 trialsGemini 3.1 Progemini-cliTrial 01

Side AAll trials4 trials Trial 0117.5%Trial 0233%Trial 0347%Trial 0438.5%

17.5%

Trial reward

Gemini 3.1 ProFail

Trial 01 — 4th of 4 by reward score. This model averages 34% across 4 trials on this task.

1/13Core verifiers passed
4/17All verifiers passed
12Core failed
22Turns
14Tool calls
$0.51Cost
7.3mTime
22kOutput tokens

Missed 12 of 13 core — memo_escalation, memo_count_consistency and unresolved_priority and 9 more, plus 1 secondary.

core (13)

memo_escalationLLMFail
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
Failure mode Allocation or Selection Plan Incorrect
Why it failed
The escalation queue lists only three of the required five clients, dropping BH-J4K9 who should lead as crisis transfer and BH-L0R6 entirely, so the queue is the wrong final set.
Justification
The memo’s escalation queue lists only BH-C3T8, BH-P8A4, and BH-M2N7. It omits BH-J4K9 (who should be first as crisis transfer) and BH-L0R6, so the required five-client queue and order are not satisfied. It also does not state that BH-J4K9 receives no outpatient appointment reservation.
memo_count_consistencyLLMFail
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
Failure mode Decision Reconciliation or Conclusion Wrong
Why it failed
The memo's top-line aggregate statement, either the escalation count or the High-band routine/waitlist count, contradicts the detailed client list given elsewhere in the same memo.
Justification
The memo implies only 3 escalation clients in '1. Escalation Queue' (BH-C3T8, BH-P8A4, BH-M2N7), but the required final escalation count is 5 and must also include BH-J4K9 and BH-L0R6. This contradictory implied escalation count means the memo does not satisfy the rubric.
unresolved_priorityLLMFail
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
Failure mode Required Rationale or Authority Statement Omitted
Why it failed
The memo correctly names the two unresolved-priority clients and avoids reserving disallowed slots, but the stated reason for one of them does not match the rubric's required specific phrasing, such as Spanish-capable Medicaid SUD clinical slot or verified guardian authority.
Justification
The memo does list exactly BH-S5Q2 and BH-E7V1 under "Unresolved Priority Cases," and it does not reserve P-SUD-7CX, P-SUD-1FZ, or P-YTH-H5L. However, BH-S5Q2 is described only as blocked because the Spanish SUD Nurse Bridge slot P-SUD-7CX is on hold for interpreter confirmation; it does not explicitly state the required missing reservable Spanish-capable Medicaid SUD clinical slot.
bridge_outreachLLMFail
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
Failure mode Eligibility or Controlling Rule Applied Incorrectly
Why it failed
The bridge-outreach list itself is wrong: it wrongly includes BH-L0R6, who is before the threshold, and omits the required BH-Q2T0.
Justification
The bridge-outreach section does not satisfy the required exact list: it names BH-S5Q2, BH-E7V1, BH-Z0B4, and BH-L0R6, but the rubric requires exactly BH-S5Q2, BH-E7V1, BH-Q2T0, and BH-Z0B4. It wrongly includes BH-L0R6, omits BH-Q2T0, and does not explicitly give a memo-level summary stating a count of 4.
slot_eligibilityLLMFail
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
Failure mode Allocation or Selection Plan Incorrect
Why it failed
The memo reports the wrong total, 495 instead of 480 minutes, and the wrong slot set, naming an extraneous slot and dropping the required S-PERI-2B.
Justification
The memo lists 9 reservations, but it reports "Total Reserved Clinical Minutes: 495" instead of 480. It also names P-ADT-CEN-5QW as reserved and omits the required S-PERI-2B, so the reserved high-acuity slot set is not exact. The memo also does not clearly state that all blocked/held/tentative/QA-release-pending/nonclinical/payer/language/modality/consent-ineligible capacity was not used.
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_accuracyLLMFail
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
Failure mode Eligibility or Controlling Rule Applied Incorrectly
Why it failed
BH-J4K9 is routed to Routine/waitlist instead of the required crisis transfer, and BH-L0R6 to Priority access instead of same-day clinician review, so the controlling routing rule is misapplied for both.
Justification
The workbook does not match the required pathways for all listed clients: BH-J4K9 is assigned "Routine / waitlist" instead of crisis transfer, and BH-L0R6 is assigned "Priority access" instead of same-day clinician review. The other listed clients match the specified routing dispositions.
workbook_slot_listLLMFail
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
Failure mode Allocation or Selection Plan Incorrect
Why it failed
The reserved slot set itself is wrong, dropping the required S-PERI-2B and adding an extraneous P-ADT-CEN-5QW, so the final slot set does not match the required nine.
Justification
The reserved slots shown are S-ASR-3P1, S-YSF-A7Q, S-PSY-9D2, P-PER-F8Q, P-PDT-6N4, P-ADT-K3M, P-ADT-TRI, P-ADT-V4R, and P-ADT-CEN-5QW. This does not match the required exact set: S-PERI-2B is missing and extra slot P-ADT-CEN-5QW appears. The extract also does not show appointment start times or evidence of a 480.0-minute total.
workbook_slot_pairsLLMFail
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
Failure mode Allocation or Selection Plan Incorrect
Why it failed
Three clients, BH-L0R6, BH-Q2T0, and BH-T9Y6, are mapped to the wrong reserved slot, so the client-to-slot assignment itself is incorrect.
Justification
The extracted workbook does not satisfy the required reservation mappings: BH-L0R6 is mapped to P-PER-F8Q instead of S-PERI-2B, BH-Q2T0 is mapped to P-ADT-TRI instead of P-PER-F8Q, and BH-T9Y6 is mapped to P-ADT-CEN-5QW instead of P-ADT-TRI. The shown reservation structure also lacks the required operational fields such as start time, minutes, and eligibility notes.
workbook_outreachLLMFail
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
Failure mode Eligibility or Controlling Rule Applied Incorrectly
Why it failed
The unresolved-priority flag is correct, but the Bridge Outreach eligibility flag is misapplied, wrongly marking an ineligible client such as BH-L0R6 or BH-P8A4 as Yes while omitting the required BH-Q2T0.
Justification
BH-S5Q2 and BH-E7V1 are the only rows marked 'Unresolved Priority,' and both are listed as 'Priority access' rather than routine/waitlist. But the Bridge Outreach flag is 'Yes' for BH-L0R6, BH-S5Q2, BH-E7V1, and BH-Z0B4, which incorrectly includes BH-L0R6 and omits required client BH-Q2T0.
workbook_protected_contactLLMFail
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
Failure mode Eligibility or Controlling Rule Applied Incorrectly
Why it failed
A client's protected-contact restriction documented in the source material is not carried into the workbook: BH-L0R6's row is left as None in one trial, and BH-J4K9 is marked No despite the source requiring client-only or crisis-team contact in another.
Justification
Fail: BH-L0R6 does not show the required protected-contact restriction—the row for BH-L0R6 has notes 'None' rather than a do-not-contact-partner flag. While BH-J4K9, BH-P8A4, and BH-E7V1 have matching restricted-contact notes, the provided extract also shows no separate protected-contact table to verify consistency across summary and row-level fields.
routine_waitlist_edge_casesLLMFail
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
Failure mode Required Rationale or Authority Statement Omitted
Why it failed
All four clients are correctly routed to Routine/waitlist with no escalation, but the required item-specific clinical exclusion basis is missing or stated too generally for at least one of the four clients in every trial.
Justification
Although BH-V9F3, BH-N4A1, BH-A8U2, and BH-D5H0 are each routed to "Routine / waitlist" with no slot reserved, the workbook does not provide the required exclusion basis for any of them. Their "Unresolved Constraints/Notes" entries are all "None," so the specific reasons required by the rubric (outside provider within 72 hours; voice-hearing corrected to tinnitus/hearing loss; ED encounters reclassified; ED observation not converting to psychiatric inpatient) are missing.
memo_protected_contactLLMFail
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
Failure mode Required Evidence Fields or Rows Omitted
Why it failed
The memo's protected-contact section omits one of the four required clients entirely, most often BH-L0R6 or BH-J4K9, rather than just missing a detail.
Justification
The memo does not identify exactly the required four protected-contact/restricted-collateral clients: Protected-Contact Caveats lists BH-J4K9, BH-P8A4, and BH-E7V1, but omits BH-L0R6 entirely. It also misses material restrictions, including BH-E7V1’s school-counselor scheduling-status limit and explicit no-voicemail restriction, and BH-J4K9 does not mention crisis-team/ED-coordinated contact while crisis disposition is pending.

secondary (4)

source_hierarchyLLMFail
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
Failure mode Required Rationale or Authority Statement Omitted
Why it failed
The memo never fully states the required signed-note-over-referral-export hierarchy for the 2026-05-29 review window, and does not explicitly name and exclude the unsigned HN-T9Y6-DRAFT note or confirm BH-T9Y6 was routed from the referral export.
Justification
The memo only lists escalation, reservations, unresolved cases, outreach needs, and contact caveats. It does not state or clearly show that signed care-coordination notes from the 2026-05-29 09:30-11:40 CT review window controlled over referral-export facts, does not mention excluding or ignoring the unsigned HN-T9Y6-DRAFT, and does not say BH-T9Y6 was routed from the referral export rather than the draft.
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_effectsLLMPass
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

2 deliverables · what this trial produced

access_reconciliation_memo.docx9 KB

Access Reconciliation Memo

To: Urgent-Access Lead

From: Access Services Care-Coordination

Date: 2026-05-29

1. Escalation Queue

BH-C3T8 (Same-day clinician review - Trigger A)

BH-P8A4 (Same-day clinician review - Trigger B)

BH-M2N7 (Same-day clinician review - Trigger C)

2. Slot Reservations

High-acuity clinical slots reserved, ordered by start time:

2026-05-29 13:05 CT: S-YSF-A7Q (BH-P8A4)

2026-05-29 13:30 CT: S-PSY-9D2 (BH-M2N7)

2026-05-29 15:10 CT: S-ASR-3P1 (BH-C3T8)

2026-05-31 10:40 CT: P-PDT-6N4 (BH-X1D5)

2026-05-31 13:00 CT: P-ADT-CEN-5QW (BH-T9Y6)

2026-06-01 09:20 CT: P-ADT-K3M (BH-R6W8)

2026-06-01 10:15 CT: P-ADT-TRI (BH-Q2T0)

2026-06-02 08:45 CT: P-ADT-V4R (BH-Z0B4)

2026-06-02 10:30 CT: P-PER-F8Q (BH-L0R6)

Total Reserved Clinical Minutes: 495

3. Unresolved Priority Cases

BH-S5Q2: Priority access (SUD withdrawal). No eligible clinical appointment could be reserved because the required Spanish SUD Nurse Bridge slot (P-SUD-7CX) is on hold for unconfirmed interpreter.

BH-E7V1: Priority access (youth self-injury). No eligible clinical appointment could be reserved because guardian/caregiver authority is unverified due to caregiver conflict.

4. Bridge-Outreach Needs

BH-S5Q2: Stable moderate SUD withdrawal priority client requires bridge outreach regardless of timing; additionally, no eligible clinical appointment could be reserved.

BH-E7V1: Priority client; no eligible clinical appointment could be reserved.

BH-Z0B4: Priority client; the first scheduled clinical contact is after the bridge threshold (2026-06-01 11:40 CT).

BH-L0R6: Priority client; the first scheduled clinical contact is after the bridge threshold (2026-06-01 11:40 CT).

5. Protected-Contact Caveats

BH-J4K9: Limited to "May contact client only".

BH-P8A4: Unverified guardian authority; school counselor may receive scheduling updates only.

BH-E7V1: Unverified caregiver authority (caregiver conflict); do not leave details with stepfather until verification.

routing_reconciliation_workbook.xlsx6 KB

Routing Reconciliation16 rows

Client ID	Routing Decision	Slot Reserved	Bridge Outreach	Unresolved Constraints/Notes
BH-J4K9	Routine / waitlist	None	No	Restricted contact: May contact client only
BH-C3T8	Same-day clinician review (Trigger A)	S-ASR-3P1	No	None
BH-P8A4	Same-day clinician review (Trigger B)	S-YSF-A7Q	No	Restricted contact: Unverified guardian authority, school counselor gets scheduling updates only
BH-M2N7	Same-day clinician review (Trigger C)	S-PSY-9D2	No	None
BH-L0R6	Priority access	P-PER-F8Q	Yes	None
BH-X1D5	Priority access	P-PDT-6N4	No	None
BH-S5Q2	Priority access	None	Yes	Unresolved Priority: Spanish SUD Nurse Bridge slot (P-SUD-7CX) on hold due to unconfirmed interpreter
BH-R6W8	Priority access	P-ADT-K3M	No	None
BH-E7V1	Priority access	None	Yes	Unresolved Priority: Unverified caregiver authority (caregiver conflict). Restricted contact: Do not leave details with stepfather
BH-Q2T0	Priority access	P-ADT-TRI	No	None
BH-Z0B4	Priority access	P-ADT-V4R	Yes	None
BH-T9Y6	Priority access	P-ADT-CEN-5QW	No	None
BH-V9F3	Routine / waitlist	None	No	None
BH-N4A1	Routine / waitlist	None	No	None
BH-A8U2	Routine / waitlist	None	No	None
BH-D5H0	Routine / waitlist	None	No	None

User prompt → 22 turns · 14 tool calls → final responsegemini-cli

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
… 404 more characters in the raw trajectory.

2Analyzing Next Steps: I am now carefully considering the specific steps required to make tangible progress. I'm focusing…11k4

Analyzing Next Steps: I am now carefully considering the specific steps required to make tangible progress. I'm focusing on organizing the intermediate actions to best achieve the goal efficiently. I'm working on determining the best order for these actions and making sure no step is missed.

update_topicActivating File Processing Skills (+strategic_intent, summary)

Arguments

title

Activating File Processing Skills

strategic_intent

Activate required skills to process the attached files and generate the deliverables.

summary

I am activating the pdf, xlsx, and docx skills to enable processing of the access desk reference, referral export, signed handoff packet, and slot inventory, as well as to generate the requested reconciliation memo and workbook.

Output

Current topic: "Activating File Processing Skills"
Topic summary: I am activating the pdf, xlsx, and docx skills to enable processing of the access desk reference, referral export, signed handoff packet, and slot inventory, as well as to generate the requested reconciliation memo and workbook.

Strategic Intent: Activate required skills to process the attached files and generate the deliverables.

activate_skillpdf8k chars

Arguments

pdf

Output

<activated_skill name="pdf">
  <instructions>
    # PDF Processing Guide

## Overview

This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see REFERENCE.md. If you need to fill out a PDF form, read FORMS.md and follow its instructions.

## Quick Start

```python
from pypdf import PdfReader, PdfWriter

# Read a PDF
reader = PdfReader("document.pdf")
print(f"Pages: {len(reader.pages)}")

# Extract text
text = ""
for page in reader.pages:
    text += page.extract_text()
```

## Python Libraries

### pypdf - Basic Operations

#### Merge PDFs
```python
from pypdf import PdfWriter, PdfReader

writer = PdfWriter()
for pdf_file in ["doc1.pdf", "doc2.pdf", "doc3.pdf"]:
    reader = PdfReader(pdf_file)
    for page in reader.pages:
        writer.add_page(page)

with open("merged.pdf", "wb") as output:
    writer.write(output)
```

#### Split PDF
```python
reader = PdfReader("inpu

… 7,070 more characters of output in the raw trajectory.

activate_skillxlsx13k chars

Arguments

xlsx

Output

<activated_skill name="xlsx">
  <instructions>
    # Requirements for Outputs

## All Excel files

### Professional Font
- Use a consistent, professional font (e.g., Arial, Times New Roman) for all deliverables unless otherwise instructed by the user

### Zero Formula Errors
- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)

### Preserve Existing Templates (when updating templates)
- Study and EXACTLY match existing format, style, and conventions when modifying files
- Never impose standardized formatting on files with established patterns
- Existing template conventions ALWAYS override these guidelines

## Financial models

### Color Coding Standards
Unless otherwise stated by the user or existing template

#### Industry-Standard Color Conventions
- **Blue text (RGB: 0,0,255)**: Hardcoded inputs, and numbers users will change for scenarios
- **Black text (RGB: 0,0,0)**: ALL formulas and calculations
- **Green text (RGB: 0,128,0)**:

… 11,871 more characters of output in the raw trajectory.

activate_skilldocx22k chars

Arguments

docx

Output

<activated_skill name="docx">
  <instructions>
    # DOCX creation, editing, and analysis

## Overview

A .docx file is a ZIP archive containing XML files.

## Quick Reference

| Task | Approach |
|------|----------|
| Read/analyze content | `pandoc` or unpack for raw XML |
| Create new document | Use `docx-js` - see Creating New Documents below |
| Edit existing document | Unpack → edit XML → repack - see Editing Existing Documents below |

### Converting .doc to .docx

Legacy `.doc` files must be converted before editing:

```bash
python scripts/office/soffice.py --headless --convert-to docx document.doc
```

### Reading Content

```bash
# Text extraction with tracked changes
pandoc --track-changes=all document.docx -o output.md

# Raw XML access
python scripts/office/unpack.py document.docx unpacked/
```

### Converting to Images

```bash
python scripts/office/soffice.py --headless --convert-to pdf document.docx
pdftoppm -jpeg -r 150 document.pdf page
```

### Accepting Tracked Chan

… 20,839 more characters of output in the raw trajectory.

3userNo text or tool call recorded

4Initiating data processing: I'm now starting to process the provided data. I'm focusing on parsing the necessary informa…26k1

Initiating data processing: I'm now starting to process the provided data. I'm focusing on parsing the necessary information to move towards my goal. My attention is on extracting the necessary pieces for the next phase, which will rely on the successful analysis of the extracted items.

run_shell_commandRead the input files using python (+command)34k chars

Arguments

Read the input files using python

cat << 'EOF' > /workspace/read_data.py
import pdfplumber
import pandas as pd
from docx import Document

print("--- PDF RULES ---")
try:
    with pdfplumber.open("/workspace/data/access_services_rules_cutover_queue.pdf") as pdf:
        for i, page in enumerate(pdf.pages):
            print(f"Page {i+1}:")
            print(page.extract_text())
            tables = page.extract_tables()
            for j, table in enumerate(tables):
                print(f"Table {j+1}:")
                for row in table:

… 1,120 more characters of arguments in the raw trajectory.

Output

<untrusted_context>
Output: --- PDF RULES ---
Page 1:
Meadowbrook Behavioral Health Access Services
Cutover Queue Desk Reference - Urgent Access, Capacity, and Contact
Handling
Document ID ACC-UR-0529-CUTOVER Applies to EHR cutover referrals reviewed 2026-05-29 11:40 CT
Owner Access Services Operations Lead Use limit Administrative routing only - not a diagnostic, medication, or
treatment protocol
1. Source hierarchy and exclusions
Area Operational requirement
Authoritative hierarchy Use this desk reference for routing, bridge outreach, payer carve-outs, slot eligibility, and contact restrictions. Use the signed
care-coordination handoff packet over the referral export only when the note identifies the same client and is signed during the
2026-05-29 09:30-11:40 CT review window. Ignore draft or unsigned notes.
Queue labels The referral-export raw triage band is a queue label only and is not the final access pathway.
Capacity source The slot inventory is the only appointment-capacity so

… 33,298 more characters of output in the raw trajectory.

5userNo text or tool call recorded
6Initiating File Creation: I'm now generating the necessary files. The write_file tool will enable me to create the struc…38k1
Initiating File Creation: I'm now generating the necessary files. The write_file tool will enable me to create the structured documents required for the next stage. I am moving towards the generation of the specified files.
Analyzing Data and Logic: I'm now analyzing the data and logic, focusing on understanding the priority of information sources and pathways to make progress. I am cross-referencing information from different sources to ensure accuracy. The analysis is helping me understand the constraints of the data, and its importance.
Prioritizing Trigger Criteria: I am now focusing on the criteria that warrant immediate action versus those requiring a priority review. I am systematically evaluating each trigger condition to determine the appropriate response pathway. My analysis is progressing well.
Defining Outreach Parameters: I'm now defining the outreach parameters for different client scenarios. I am delineating specific client groups, differentiating based on symptom severity and appointment scheduling. I am focusing on criteria that determine which clients necessitate priority outreach and specific appointment matching logic. The goal is to ensure prompt and appropriate support.
Refining Safety Protocols: I'm now refining the safety protocols based on client-specific criteria to make progress. I'm focusing on ensuring compliance with payer rules and consent requirements. I am addressing carve-outs, language needs, and youth consent, which are helping me to define safe pathways forward.
Determining Contact Protocols: I'm now identifying relevant contact restrictions for this client. I've flagged the need for extra consent due to restrictions on contacting family or guardians. I am focusing on the implications of a "May contact client only" restriction, and how to proceed accordingly.
Evaluating Next Steps: I am now focusing on determining appropriate follow-up actions and scheduling protocols. I am prioritizing slot matching to ensure that the patient
… 3,404 more characters in the raw trajectory.
run_shell_commandPrint detailed info for each client to verify assumptions (+command)5k chars
Arguments
Print detailed info for each client to verify assumptions
cat << 'EOF' > /workspace/verify_data.py import pandas as pd df_ref = pd.read_excel("/workspace/data/referral_batch_export.xlsx") for idx, row in df_ref.iterrows(): print(f"[{idx}] {row['client_id']} - age:{row['age']} payer:{row['payer_plan']}") print(f" Triage:{row['raw_triage_band']} PHQ:{row['phq9']} GAD:{row['gad7']} EPDS:{row['epds']} Imp:{row['functional_impairment']}") print(f" Intent:{row['current_intent_reported']} Thoughts:{row['current_death_or_self_harm_thoughts']}")
… 608 more characters of arguments in the raw trajectory.
Output
<untrusted_context> Output: [0] BH-J4K9 - age:34 payer:Riverbend Medicaid MCO Triage:Moderate PHQ:15 GAD:12 EPDS:nan Imp:Moderate Intent:No Thoughts:No Means:No Plan:No NSSI_days:nan Med_Attended:No Command:No SUD:nan Inpatient:NaT ED_BH:1 Active_Prov:No Comment: ED callback note pending at export time. --- [1] BH-C3T8 - age:47 payer:Riverbend Medicaid MCO Triage:High PHQ:18 GAD:15 EPDS:nan Imp:Marked Intent:No Thoughts:Yes Means:Medication overdose considered within last 30 days; medications available at home Plan:No NSSI_days:nan Med_Attended:No Command:No SUD:nan Inpatient:NaT ED_BH:0 Active_Prov:No Comment: No documented safety plan in chart. --- [2] BH-P8A4 - age:16 payer:Riverbend Medicaid MCO Triage:High PHQ:19 GAD:13 EPDS:nan Imp:Marked Intent:No Thoughts:Yes Means:No specific method reported Plan:No NSSI_days:6.0 Med_Attended:No Command:No SUD:nan Inpatient:NaT ED_BH:0 Active_Prov:No Comment: School reports fresh self-injury disc
… 4,238 more characters of output in the raw trajectory.
7userNo text or tool call recorded
8Initiating document creation: I'm now generating the necessary documents. I am currently working to craft the reconcilia…44k1
Initiating document creation: I'm now generating the necessary documents. I am currently working to craft the reconciliation memo and workbook.
Generating the escalation memo: I'm now focusing on compiling the content for the escalation memo. I'm prioritizing the presentation of the escalation queue, followed by the slot reservation details, and I'm organizing it for clarity and readability. The key content elements are in progress.
Updating the analysis: I'm now diving into detailed client evaluations to solidify the content. I am reviewing individual client data to inform the routing decisions and prioritize escalation cases. I'm focusing on factors such as crisis indicators, eligibility, and the need for bridge outreach. My goal is to refine the prioritization logic.
Refining client data: I am now carefully reviewing each client's specific circumstances. I am assessing factors like unresolved priority status, the need for restricted contact protocols, and whether bridge outreach is necessary. I'm focusing on ensuring accurate and informed decision-making.
Matching client with slot: I am now focusing on aligning clients with the best available slots based on their individual needs and circumstances. The goal is to optimize the matching process. I'm focusing on ensuring all aspects of client requirements are thoroughly considered. I'm also ensuring all matching aspects are aligned and in progress.
Finalizing Client Assignments: I am now focusing on the final client-to-slot assignments. I'm carefully reviewing the remaining cases and making the final matching decisions based on available criteria, requirements, and restrictions. The goal is to maximize efficient allocation. I have reviewed all slots to meet matching requirements.
Allocating Remaining Cases: I am now focusing on efficiently assigning the last cases, prioritizing based on matching criteria and avoiding any unresolved issues. I am meticulously checking guardian verification for appropriate matches to a
… 529 more characters in the raw trajectory.
run_shell_commandcat << 'EOF' > /workspace/test_docx.py from docx import Document doc = Document() doc.add_paragraph('Test') doc.save('/workspace/test.docx') EOF python3 /workspace/test_docx.py (+description)
Arguments
Test if python-docx can create documents
cat << 'EOF' > /workspace/test_docx.py from docx import Document doc = Document() doc.add_paragraph('Test') doc.save('/workspace/test.docx') EOF python3 /workspace/test_docx.py
Output
<untrusted_context> Output: (empty) Process Group PGID: 1530 </untrusted_context>
9userNo text or tool call recorded
10Initiating Script Creation: I'm now in the process of building the Python script. The next step involves using a tool to…47k1
Initiating Script Creation: I'm now in the process of building the Python script. The next step involves using a tool to craft the code that I need. It should be relatively straightforward, and I'm moving toward the next stage of implementation.
Crafting File Generation: I'm now determining the logic required to populate the XLSX workbook and the DOCX memo with the detailed information needed. I will focus on populating the tables and formatting the outputs to be correct.
Analyzing Data Requirements: I'm now focusing on parsing the data to extract the necessary details. The plan is to structure the information to support efficient access later. I'm prioritizing clarity and accuracy, and I'm currently focusing on the data preparation steps.
Organizing Client Details: I'm now determining how to effectively structure the memo to best present the client details. I'm focusing on the logical arrangement of information for clarity and impact, and the content is getting clearer in my mind.
Extracting Case Information: I am now organizing the client case data to ensure easy access to relevant details. My focus is on extracting specific information for each case. I'm prioritizing accuracy and clarity in this data organization phase.
Reviewing Outreach Cases: I am now carefully reviewing the list of cases to identify which require bridge outreach services. I'm focusing on those clients who meet the criteria, as I now determine how to proceed with each specific case.
Evaluating Contact Restrictions: I'm now carefully reviewing client-specific communication protocols. I need to ensure compliance with any restrictions or special instructions for each case before proceeding. My current focus is on the client contacts.
Assessing Client Data: I'm now determining which clients are suitable for direct outreach, particularly focusing on those cases with contact restrictions. I'm carefully reviewing all available client notes and policies, and I'm cross-referencing this information to d
… 332 more characters in the raw trajectory.
run_shell_commandCreate output directory (+command)
Arguments
Create output directory
mkdir -p /workspace/output
Output
<untrusted_context> Output: (empty) Process Group PGID: 1534 </untrusted_context>
11userNo text or tool call recorded
12Initiating File Creation: I'm now in the process of generating the necessary file. My immediate goal is to finalize the…47k1
Initiating File Creation: I'm now in the process of generating the necessary file. My immediate goal is to finalize the script for generating the outputs, so I am proceeding to create the file and prepare the core components for the next stage.
run_shell_commandnpm install docx (+description)
Arguments
Install docx-js
npm install docx
Output
<untrusted_context> Output: added 22 packages in 2s 1 package is looking for funding run `npm fund` for details Process Group PGID: 1537 </untrusted_context>
13userNo text or tool call recorded
14Initiating Script Creation: I am preparing to create the first of the scripts. I'll focus on crafting the initial file-g…54k2
Initiating Script Creation: I am preparing to create the first of the scripts. I'll focus on crafting the initial file-generation script. My immediate goal is to establish the foundation of this process, enabling the creation of the documents.
Crafting First Draft: I'm now focused on the initial draft creation. I am working on the script for document generation. The aim is to build a basic document structure, including headings and text elements.
Generating Document Elements: I'm now generating specific document elements, including numbered and bulleted lists. I am focusing on structuring the information for clarity. My current task involves inserting key details and organizing them for easy readability within the document.
Refining Information Organization: I am now focusing on refining the document. I'm improving the existing structure, paying close attention to information clarity and arrangement within it. I am also working to ensure the document is easily readable and the information is well-organized.
Updating Document Sections: I am now structuring the document's content with new sections. I am currently working to incorporate details about unresolved case priorities and highlighting specific outreach requirements. My intention is to include the necessary data for a comprehensive overview of the current status.
Adding Case Summaries: I'm now incorporating detailed case summaries into the document. I am focused on including specific client details with critical information to make sure all vital insights are present. The goal is to provide a complete and readily accessible understanding of each case.
Incorporating Contact Restrictions: I'm now integrating crucial contact restrictions directly into the document's summaries. My focus is on clearly outlining communication limitations for each case to ensure compliance and maintain confidentiality.
Finalizing Document Formatting: I'm now focusing on the final touches, working to ensure the document is properly for
… 798 more characters in the raw trajectory.
write_file/workspace/generate.js (+content)7k chars
Arguments
file_path
/workspace/generate.js
content
const { Document, Packer, Paragraph, TextRun, HeadingLevel, AlignmentType, PageOrientation, LevelFormat, WidthType } = require('docx'); const fs = require('fs'); const doc = new Document({ sections: [{ properties: { page: { size: { width: 12240, height: 15840 }, margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } } }, children: [ new Paragraph({ heading: HeadingLevel.HEADING_1, children: [new TextRun("Access Reconciliation Memo")] }), new Paragraph({ children: [new Te
… 6,458 more characters of arguments in the raw trajectory.
Output
Successfully created and wrote to new file: /workspace/generate.js. Here is the updated code: const { Document, Packer, Paragraph, TextRun, HeadingLevel, AlignmentType, PageOrientation, LevelFormat, WidthType } = require('docx'); const fs = require('fs'); const doc = new Document({ sections: [{ properties: { page: { size: { width: 12240, height: 15840 }, margin: { top: 1440, right: 1440, bottom: 1440, left: 1440 } } }, children: [ new Paragraph({ heading: HeadingLevel.HEADING_1, children: [new TextRun("Access Reconciliation Memo")] }), new Paragraph({ children: [new TextRun({ text: "To: Urgent-Access Lead", bold: true })] }), new Paragraph({ children: [new TextRun({ text: "From: Access Services Care-Coordination", bold: true })] }), new Paragraph({ children: [new TextRun({ text: "Date: 2026-05-29", bold: true })] }), new Paragraph({ children: [] }), // spacer new Paragraph({ heading: HeadingLevel.HEADING_2,
… 5,891 more characters of output in the raw trajectory.
write_fileimport pandas as pd from openpyxl import Workbook from openpyxl.styles import Font, Alignment, PatternFill data = [ {"Client ID": "BH-J4K9", "Routing Decision": "Routine / waitlist", "Slot Reserved": "None", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "Restricted contact: May contact client only"}, {"Client ID": "BH-C3T8", "Routing Decision": "Same-day clinician review (Trigger A)", "Slot Reserved": "S-ASR-3P1", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "None"}, {"Client ID": "BH-P8A4", "Ro4k chars
Arguments
import pandas as pd from openpyxl import Workbook from openpyxl.styles import Font, Alignment, PatternFill data = [ {"Client ID": "BH-J4K9", "Routing Decision": "Routine / waitlist", "Slot Reserved": "None", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "Restricted contact: May contact client only"}, {"Client ID": "BH-C3T8", "Routing Decision": "Same-day clinician review (Trigger A)", "Slot Reserved": "S-ASR-3P1", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "None"}, {"Client ID": "BH-P8A4", "Ro
… 3,804 more characters of arguments in the raw trajectory.
Output
Successfully created and wrote to new file: /workspace/generate.py. Here is the updated code: import pandas as pd from openpyxl import Workbook from openpyxl.styles import Font, Alignment, PatternFill data = [ {"Client ID": "BH-J4K9", "Routing Decision": "Routine / waitlist", "Slot Reserved": "None", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "Restricted contact: May contact client only"}, {"Client ID": "BH-C3T8", "Routing Decision": "Same-day clinician review (Trigger A)", "Slot Reserved": "S-ASR-3P1", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "None"}, {"Client ID": "BH-P8A4", "Routing Decision": "Same-day clinician review (Trigger B)", "Slot Reserved": "S-YSF-A7Q", "Bridge Outreach": "No", "Unresolved Constraints/Notes": "Restricted contact: Unverified guardian authority, school counselor gets scheduling updates only"}, Client ID: BH-M2N7 Routing Decision: Same-day clinician review (Trigger C) Slot Reserved: S-PSY-9D2
… 3,062 more characters of output in the raw trajectory.
15userNo text or tool call recorded
16run_shell_command58k1
Tool execution only — no assistant text
run_shell_commandGenerate the final deliverables (+command)
Arguments
Generate the final deliverables
node /workspace/generate.js && python3 /workspace/generate.py
Output
<untrusted_context> Output: (empty) Process Group PGID: 1551 </untrusted_context>
17userNo text or tool call recorded

18list_directory58k1

Tool execution only — no assistant text

list_directory/workspace/output

Arguments

/workspace/output

Output

Directory listing for /workspace/output:
access_reconciliation_memo.docx (9619 bytes)
routing_reconciliation_workbook.xlsx (5853 bytes)

19userNo text or tool call recorded

20Confirming Document Existence: I've verified that the required documents are present in the designated output directory.…58k1

Confirming Document Existence: I've verified that the required documents are present in the designated output directory. The system confirms that both files, access_reconciliation_memo.docx and routing_reconciliation_workbook.xlsx, were successfully generated and are ready for the next stage.

update_topicFinalize and present the deliverables to the urgent-access lead. (+title, summary)

Arguments

strategic_intent

Finalize and present the deliverables to the urgent-access lead.

title

Finalizing Cutover Deliverables

summary

I have successfully completed the cutover queue reconciliation. The data from the PDF rules, referral export, and signed handoff notes was analyzed to route clients according to the established priority pathways. The slot inventory was matched following all carve-outs and consent restrictions. I generated the required `access_reconciliation_memo.docx` and `routing_reconciliation_workbook.xlsx` deliverables in `/workspace/output/`.

Output

Current topic: "Finalizing Cutover Deliverables"
Topic summary: I have successfully completed the cutover queue reconciliation. The data from the PDF rules, referral export, and signed handoff notes was analyzed to route clients according to the established priority pathways. The slot inventory was matched following all carve-outs and consent restrictions. I generated the required `access_reconciliation_memo.docx` and `routing_reconciliation_workbook.xlsx` deliverables in `/workspace/output/`.

Strategic Intent: Finalize and present the deliverables to the urgent-access lead.

21userNo text or tool call recorded
22I have completed the reconciliation of the cutover queue based on the authoritative rules provided in the access desk re…58k
I have completed the reconciliation of the cutover queue based on the authoritative rules provided in the access desk reference.

The two requested deliverables have been generated and saved to the designated output folder:
- /workspace/output/access_reconciliation_memo.docx: The structured memo summarizing the escalation queue, the reserved clinical slots (495 total minutes), unresolved priority cases (due to interpreter hold and unverified caregiver authority), bridge outreach candidates, and protected-contact flags.
- /workspace/output/routing_reconciliation_workbook.xlsx: The supporting operational workbook detailing client-level routing pathways, slot reservations, outreach flags, and restrictions for every client in the batch.
All constraints (including payer carve-outs, telehealth limitations, age matching, same-day specialty logic, and bridge thresholds) were rigorously applied, and no additional duplicate or secondary files were created.

5 failure modes across 13 verifier failures

1Eligibility or Controlling Rule Applied IncorrectlyView on Failure Modes ↗Reasoning and Computation4 failures
Description
Does the artifact keep an option eligible, exclude a required option, or elevate an advisory rule contrary to a documented origin, certification, source-status, schedule, route, seasonality, hold, lock, or authority rule?
Failure evidence · per affected verifier
- The bridge-outreach list itself is wrong: it wrongly includes BH-L0R6, who is before the threshold, and omits the required BH-Q2T0.
- BH-J4K9 is routed to Routine/waitlist instead of the required crisis transfer, and BH-L0R6 to Priority access instead of same-day clinician review, so the controlling routing rule is misapplied for both.
- The unresolved-priority flag is correct, but the Bridge Outreach eligibility flag is misapplied, wrongly marking an ineligible client such as BH-L0R6 or BH-P8A4 as Yes while omitting the required BH-Q2T0.
- A client's protected-contact restriction documented in the source material is not carried into the workbook: BH-L0R6's row is left as None in one trial, and BH-J4K9 is marked No despite the source requiring client-only or crisis-team contact in another.
2Allocation or Selection Plan IncorrectView on Failure Modes ↗Reasoning and Computation4 failures
Description
After eligibility is established, does the artifact assign a scarce resource, facing, shelf position, assortment item, or appointment slot to the wrong recipient or produce the wrong required final set?
Failure evidence · per affected verifier
- The escalation queue lists only three of the required five clients, dropping BH-J4K9 who should lead as crisis transfer and BH-L0R6 entirely, so the queue is the wrong final set.
- The memo reports the wrong total, 495 instead of 480 minutes, and the wrong slot set, naming an extraneous slot and dropping the required S-PERI-2B.
- The reserved slot set itself is wrong, dropping the required S-PERI-2B and adding an extraneous P-ADT-CEN-5QW, so the final slot set does not match the required nine.
- Three clients, BH-L0R6, BH-Q2T0, and BH-T9Y6, are mapped to the wrong reserved slot, so the client-to-slot assignment itself is incorrect.
3Required Rationale or Authority Statement OmittedView on Failure Modes ↗Presentation and Communication3 failures
Description
Is the underlying decision correct or substantially present, but the memo fails to state a required rule hierarchy, source-governance principle, item-specific reason, signed-term basis, or operating condition?
Failure evidence · per affected verifier
- The memo never fully states the required signed-note-over-referral-export hierarchy for the 2026-05-29 review window, and does not explicitly name and exclude the unsigned HN-T9Y6-DRAFT note or confirm BH-T9Y6 was routed from the referral export.
- The memo correctly names the two unresolved-priority clients and avoids reserving disallowed slots, but the stated reason for one of them does not match the rubric's required specific phrasing, such as Spanish-capable Medicaid SUD clinical slot or verified guardian authority.
- All four clients are correctly routed to Routine/waitlist with no escalation, but the required item-specific clinical exclusion basis is missing or stated too generally for at least one of the four clients in every trial.
4Decision Reconciliation or Conclusion WrongView on Failure Modes ↗Reasoning and Computation1 failure
Description
Do detailed rows support one result while another table, summary, recommendation, or action classification asserts a materially conflicting result?
Failure evidence · per affected verifier
- The memo's top-line aggregate statement, either the escalation count or the High-band routine/waitlist count, contradicts the detailed client list given elsewhere in the same memo.
5Required Evidence Fields or Rows OmittedView on Failure Modes ↗Deliverable Completion and Structure1 failure
Description
Is the decision generally present, but the required exact identifiers, comparison rows, operational columns, governing terms, before-and-after values, or validation fields needed to verify it are absent?
Failure evidence · per affected verifier
- The memo's protected-contact section omits one of the four required clients entirely, most often BH-L0R6 or BH-J4K9, rather than just missing a detail.