Chapter 9: Single-Patient Migration Worksheet
Chapter Overview
Use this worksheet to trace one patient from your Axxess export through Betasky verification. Copy the table per patient during joint review with Betasky.
9.1 Patient identity
| Field | Your Axxess source | Betasky location | Verified |
|---|
| MRN | Patient list | Patient chart → MRN | — |
| Legal name | Profile PDF / CSV | Patient demographics | — |
| DOB | Profile PDF | Patient demographics | — |
| Status at cutover | Your approved snapshot (not Axxess badge alone) | Patient status | — |
9.2 Intake (Tier B)
| Field | Your Axxess source | Betasky location | Verified |
|---|
| Address / phone | Profile PDF | Intake → Demographics | — |
| Emergency contact | Profile PDF | Intake → Contacts | — |
| Primary payer | Profile PDF | Intake → Payer | — |
| Referring / attending MD | Profile PDF | Intake → Physicians | — |
9.3 Operational (Tier A) — exactly ONE current episode if active
| Field | Your Axxess source | Betasky location | Verified |
|---|
| Current cert start/end | Joint curation sheet | One care order | — |
| OASIS vs Non-OASIS | Joint curation sheet | Care order type | — |
| Anchor Axxess row | e.g. "OASIS-E SOC 02/02/2025" | Worksheet notes | — |
| Go-live workflow | Agreed at kickoff | Current episode | — |
| Active medications | Med Profile PDF | Medications tab | — |
| Signed med review | Med Profile PDF | Med reviews | — |
| Rows ignored for live import | Death/discharge/duplicate SOC on Schedule Activity | Archive PDF only | — |
9.4 Archive (Tier C) — PDFs + archive visits
| Field | Your Axxess source | Betasky location | Verified |
|---|
| Prior episodes | Cert history sheet | Historical care orders | — |
| OASIS / POC / order PDFs | Schedule Activity print | Care order → Documents | — |
| Visit note PDFs (SN, HHA, LVN, therapy) | Schedule Activity print | Care order → Documents | — |
| Archive visit on timeline | Same PDFs (auto-extracted) | Episode → Visits (completed archive) | — |
PDF checklist — print from Schedule Activity (printer icon):
- OASIS SOC / Recert / ROC / Discharge / Transfer / Death
- Non-OASIS SOC / Recert / Discharge
- Plan of Care, Physician Order, HHA Care Plan
- SN / HHA / LVN / therapy visit notes (which dates?)
- Discharge / Transfer Summary
- Medication Profile (Quick Link)
9.5 Notes
MRN:
Active on cutover? Yes / No
If No → archive-only (skip section 9.3)
Issue:
Resolution:
Next: Chapter 10 — Example Agency: Setup & Staff
