Chapter 15: Example Agency — Post-Import Reconciliation
Chapter Overview
After the main import, validation sometimes finds systematic issues that Betasky fixes before your sign-off. This is normal — not a failed migration.
15.1 Episode status corrections
When: Legacy "Active" disagrees with cert end date at cutover.
Example Agency: A small number of patients needed status updates after date-based review.
Your role: Confirm the corrected list matches your knowledge of who was in care on cutover date.
15.2 Name field corrections
When: CSV had LAST, FIRST mapped into wrong columns.
Example Agency: Names reconciled across patient records and intake before sign-off.
Your role: On future migrations, export separate first/last columns if possible — tell us your format upfront.
15.3 Medication re-import
When: A PDF batch was incomplete or a parser improvement applies to your files.
Your role: Re-send any missing Medication Profile PDFs; Betasky re-runs import for affected patients only.
15.4 Re-run Chapter 6 checklist
After any reconciliation, your admin should complete the full Verification Checklist again.