Chapter 11: Example Agency — Patients & Intake
Chapter Overview
Level 4: patient registry (Tier B) plus Profile PDF → intake data.
11.1 What Example Agency provided
| Deliverable | Format (Axxess) |
|---|---|
| Patient List | Report Center → active patients with demographics (.xlsx) |
| Patient Roster | Report Center → broader roster including discharged (.xls / .xlsx) |
| Profile PDF | Patient Chart → Print Profile — one PDF per patient |
Illustrative scale: ~70 patients (~18 active on Patient List, ~52 discharged from Roster).
The Patient List and Patient Roster are what agencies typically export — not a custom CSV you build from scratch. Betasky merges them into one patient registry.
11.2 What Betasky loaded
- Patient record per MRN with status as of cutover date
- Intake parsed from Profile PDF: address, contacts, payer, physicians
If one PDF fails to parse (corrupt file, missing file), Betasky flags it in the validation report for you to re-send.
11.3 Name format lesson
Axxess exports often use LAST, FIRST in name columns. During validation, reversed first/last names may need correction before sign-off.
Tip: Tell Betasky if your export uses LAST, FIRST so we map columns correctly on the first pass.
11.4 What you verify
- Patient count matches your approved snapshot
- Search by MRN works
- Intake tab matches Profile PDF for 5+ spot-check patients
- Discharged patients do not appear in active census filters