Chapter 17: Migration Glossary
Chapter Overview
Terms used across this migration guide.
Terms
| Term | Definition |
|---|---|
| Tier A (Operational) | Structured data for go-live census: one current episode, meds, forward schedule in Betasky |
| Tier B (Registry) | Every patient record + intake — active and discharged |
| Tier C (Archive) | Historical episode PDFs + registered archive visits |
| Archive visit | Completed visit on an episode timeline, created from an uploaded visit or OASIS PDF — for history lookup, not live editing |
| Archive extraction | Betasky reads PDF metadata (type, date, signer) after upload to a migration care order |
| Schedule Activity | Axxess Patient Chart task list — primary source for OASIS and visit note PDFs |
| Migration care order | Historical episode shell (creation_source = MIGRATION) for archive lookup |
| Go-live episode | Current cert period where staff schedule and document new care in Betasky |
| Cutover date | Day Betasky becomes system of record; drives status and episode curation |
| Curation | Joint session to pick one true current episode per active patient — ignore Axxess chaos |
| Waterfall | Import order: reference → staff → patients → clinical → archive PDFs |
| Validation import | Test run after zip review — reports results before final Production load |
| Migration zip | Single secure package with all exports from Chapter 5 — starts the 2-week clock when accepted |
| MRN | Medical record number from your legacy EMR |
| Profile PDF | Axxess patient chart print → intake data |
| Med Profile PDF | Axxess medication list print → med list + reviews |
| Employee List | Axxess Report Center export — staff with email, Title, Credentials, and Role (permissions) |
| Example Agency | Fictional agency used in Part IV to illustrate the process |
| Self-service / Guided / White-glove | Who runs exports, mapping, and validation (Chapter 1) |
Related documentation
- Betasky User Documentation — daily product use after go-live
- Chapter 1 — Migration Overview
- Chapter 8 — What We Preserve vs What Starts Fresh
- Chapter 14 — Archive PDFs & Visit Registration
End of Migration Guide