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Operating model

GUIDE minimum, customer value, and clinical work

Linked eight-domain requirements, useful family results, exact clinical/professional acts, nonclinical and software work, and unconfirmed Participant-specific details.

Current modelSource: 17_GUIDE_Minimum_Value_and_Clinical_Work.md

Status: Public-source business requirements and work boundaries; Participant-specific validation remains open. Date: 2026-10-05 Scope: Proxi's eight non-respite GUIDE domains, supporting programme work and candidate additional value. This is a requirements map, not approval to operate an unaccepted route.

The answer in plain language#

  1. Meet GUIDE by furnishing the applicable package, not a monthly checklist. Proxi supplies the paid staff/contracts for all eight in-scope domains. Actual need, tier, caregiver/residence facts and due work determine which service is furnished. Supporting eligibility, consent, assessment submission, staffing, training, reporting and claims work also has to happen.
  2. Create value first by delivering that base well. Prepare the facts once, address a real family problem, reduce repetition, help implement agreed actions, obtain actual returns and explain unfinished work. Additional coaching, preparedness and activity-participation recommendations are separate owner choices, not a reason to charge for or withhold required care.
  3. Reserve the exact protected act for its authorized professional. Software/AI and permitted nonclinical staff prepare sources, choices and questions. The professional performs necessary clinical history/examination, interpretation, judgment or treatment—not routine chart hunting. A required human conversation is not automatically clinical; a clinically protected decision is not made safe by calling it education or coordination.

The service offer defines Proxi's paid fulfillment boundary. The eight-pillar integration shows how one actual episode opens and returns the applicable work. Neither a task count nor a draft establishes field readiness.

What can and cannot be called a confirmed GUIDE requirement#

Use the executed Participation Agreement/amendments and its applicable appendices with current CMS operating instructions. The current Payment Methodology Paper and Performance Measurement Manual do not substitute for that contract; the PMM's care-delivery appendix is a supportive, non-exhaustive reference, not a formal protocol. Public RFA clauses supply the care-delivery baseline where current guidance has not changed it.

Leon confirmed on October 4, 2026 that the executed Agreement and Appendix D are not available yet. Therefore the map below identifies working public requirements and Proxi choices, not final Participant-specific compliance. O-PA-001 records the exact affected authority/contract dependencies. Unaffected preparation and useful permitted work can continue; the missing contract does not authorize an otherwise unsupported performer, mode, release or promise.

Public requirements across the eight domains#

The linked detailed SOP controls the exact source clauses, applicability, inputs, procedure, minutes, evidence and failure route. The following rows are an overview, not eight mandatory monthly encounters.

Current company choices. D-031 names Philippine L1 for manual transmission of approved coordination requests/information and clinician-approved medication recommendations to authorized PCP/specialist when automation is unavailable. Clinical authorship, provider agreement, permission and required human release remain their own acts; patient orders/counseling and O-014 Care Plan sending are not covered. D-032 places the accepted PR navigator's first family meeting during initial assessment/planning, in useful existing work with honest pending-alignment status—not a new welcome call or proof of service/claim completion.

Domain and public basisRequired service result when applicableHuman/clinical boundaryReview
Comprehensive Assessment, RFA Appendix B §1 and current PMP §2Initial and annual assessment; applicable caregiver assessment, no-caregiver safeguards and tier-dependent residence workAppropriate professionals author clinical domains. A trained navigator collects permitted nonclinical domains; records/questionnaires/AI drafts do not replace examination or synthesis. D-028's paid onsite worker plus scoped telehealth clinician requires actual approved capacity.
Person-centered Care Plan, RFA §2Beneficiary-led plan covering current assessed needs, actions/providers/payment responsibility, revision, EHR incorporation and applicable sharingClear beneficiary choices can be direct. PR navigator performs actual planning/help; each professional owns protected clinical content. Public §2 does not itself impose a universal RN co-signature; whole-plan completion and release remain O-003/O-014.
24/7 Access, RFA §3Working human access, applicable off-duty third-party information return and access to caregiver supportPhilippine L1 supplies nonclinical first answer under D-026. Substantive caregiver support is a separate accepted care-team act; clinical response uses its exact professional. All-hour PH acceptance/sharing remains O-001, not an inferred PR or clinical shift.
Ongoing Monitoring and Support, RFA §4 and PMP §3.1Primary human navigator contact, current tier cadence, relevant ongoing support and follow-throughPR navigator furnishes the human contact. Software prepares the useful agenda; actual clinical questions go directly to their professional. SMS, app input and attempted contact do not replace a required live touchpoint.
Care Coordination and Transitions, RFA §5Applicable outside-PCP notice/plan access, specialist returns, requested introduction, transition and other needed coordinationSource retrieval, office facts and logistics are not medical judgment. Clinical indication, urgency, disagreement and returned recommendations use the exact professional. Summary-versus-Appendix specialist standing remains O-020; required care never waits for an optional enhancement.
Referrals and Services/Supports, RFA §6Community connection and/or permitted AAA/Title VI arrangement; HRSN referral inventory/navigation; applicable HCBS-manager contact and reviewSoftware prepares current factual options and accepts clear choices; L1 pursues manual facts. The navigator performs actual §6.3 initiation/connection and D-007's narrow release. Clinical suitability and uncovered Medicaid/legal questions use their own job. A referral is not outside delivery.
Medication Management, RFA §7Prescribing-authority reconciliation at initial/future/requested appropriate occasions; applicable recommendation agreement and practical schedule supportThe exact prescribing authority owns §7.1 reconciliation and actual prescribing/deprescribing. Software/L1 prepare sources and practical facts; navigator supplies accepted schedule-support information. A no-change outcome is a real clinical result only when that review actually occurred; monthly reconciliation is not inferred.
Caregiver Education and Support, RFA §8/current FAQAssessment-responsive skills training, wanted diagnosis information, groups and ad hoc individual support, with caregiver choiceSkills training uses an accepted care-team/reimbursed-provider route; entry diagnosis information and one-to-one support are direct care-team services. Approved digital material assists, not an assumed AI-only completion. Trained navigation/coaching is not psychotherapy or individualized clinical instruction.

The public RFA Appendix B contains nine domains. Respite remains outside Proxi's furnishing scope, not outside the GUIDE Participant's obligations. Applicable qualified/elected respite still needs the Participant's actual paid delivery/contract arrangement; Proxi's exclusion does not waive it or make it a furnished Proxi service. No respite vendor or price is selected here.

The three business classifications#

GUIDE standing#

LabelMeaning
Public current CMS requirementThe cited current public source requires this result/role/occasion or prohibition, subject to the executed Agreement comparison.
Public RFA care-delivery requirementThe cited RFA clause is the public baseline; retain current overlays and any conditional wording.
Necessary delivery workProxi's chosen preparation, coordination or evidence work enables a required result; that exact step is not necessarily CMS wording.
Beyond the identified public GUIDE minimumThe distinct added act can be omitted without removing an applicable base duty. Other law, professional standards or a selected contract may still require it.
Mixed baseline/candidate rowClassify its actual sub-acts separately. Required safety/accessibility/care and a proposed increment cannot become one optional service.

An inventory label is not the beneficiary's applicability decision. Keep “may,” “shall,” “should,” current-source changes and open interpretations visible. A performance measure is not an individual treatment order.

Customer-value position#

PositionObservable value
Compliance infrastructureAccurate consent, roster, reporting and claims work; necessary but not invented as patient service.
Core valueThe person receives the needed assessment, response, practical help or support.
Better execution of the baseLess retelling, fewer avoidable contacts, current usable instructions, barriers resolved and an understandable real return.
Candidate additional valueA distinct chosen result and added work beyond already-owed care; source ingredients justify consideration, not Proxi efficacy or ROI.

Clinical lane#

Clinical/professional judgment required: the actual examination, interpretation, individualized risk/disposition, reconciliation, treatment, prescription/order, therapy or other scope-protected act. Proxi's paid authorized professional performs it. It cannot be delegated to Proxi software/AI, L1/L2 or another person lacking the exact authority.

Clinical act on a defined occasion/question: a genuinely due review, new symptom, clinically material conflict, individualized safety/therapy question or unresolved clinical uncertainty opens that professional act. A retrieved current determination, clear ordinary preference, fax error or missing administrative fact does not by itself add clinical work.

No clinical judgment: approved factual collection, logistical work, clear choice capture, general education and nonclinical support. Some of it is software; some is an actual required/requested human act. The navigator and 24/7 first answer remain human, and caregiver provider requirements still apply.

Approval and sending are different tasks#

Sending a medical document is not itself a medical decision. These four tasks must stay separate:

TaskWho does whatDoes this need clinical thinking?
Author or change a medical recommendationThe authorized US medical clinician makes the actual medical decision from prepared sources and any clinically necessary personal assessment.Yes for the medical act; no repeat medical review merely to send an unchanged current product. Independently due, new or conflicting clinical work still occurs.
Establish who may receive which informationSoftware enforces D-024's approved recipient, purpose, lawful basis, content, channel and restriction rules. Philippine support obtains missing administrative facts; the PR navigator clarifies actual participation/preferences. Only a genuine uncovered legal question goes to Legal Counsel.Not clinical merely because the information is medical. A genuine clinical-capacity question is a separate professional act.
Apply the approved release ruleD-033 selects software for the two approved-rule routine provider classes, with no extra per-packet OK. D-007 still requires the assigned PR navigator's 1–2 minute exact-packet check for an ordinary community referral; the designated navigator lead is its preapproved backup when the navigator is unavailable. Other classes retain their own conditions.The company rule determines whether a separate check is required. It is not a universal clinical-signature requirement and never approves or changes medical substance.
Send and follow up the approved packetAfter clinical content, lawful sharing basis and the applicable accepted class rule/required review are valid, software transmits. Philippine support performs only D-031's two manual provider sends when automation is unavailable and records the result. O-021/O-030 still establish the actual class and any genuinely required individual reviewer; clinician approval alone does not permit sending.No clinical judgment for faithful transport. Receipt does not prove provider agreement, patient instruction, implementation, qualified GUIDE service or completion of the care need.

The federal HHS treatment-disclosure guidance permits covered-entity provider-treatment sharing without individual HIPAA authorization and excludes it from minimum necessary. HHS minimum-necessary guidance permits standard protocols for qualifying routine classes and requires individual criteria-based review for covered non-routine disclosures; it does not appoint a clinician. These sources alone do not establish Proxi's handling authority. The actual recipient/purpose, narrower restrictions, accepted class rule and applicable business-associate agreement remain necessary facts.

Leon selected automatic sending when approved rules allow it for routine authorized-provider requests/information and unchanged US-clinician-approved recommendations to the selected PCP/specialist. O-008 retains actual class/contract/authority acceptance, not an unanswered choice about an extra OK. Care Plans, community referrals, new patient orders/counseling and special/uncovered classes keep their own requirements. A mixed packet does not become automatically permissible because its cover letter is routine. Missing authority holds the affected send; AI never chooses legal permission or clinical sufficiency. This is SOP policy, not field activation or a care-engine implementation.

The non-delegable clinical core#

The question selects the professional and result—not a universal RN-to-doctor chain. The current professional selector distinguishes each component. A contractor fulfilling Proxi's promise is paid Proxi work; an independent outside provider performs its own care, around which Proxi supplies coordination.

Actual protected questionAppropriate real capacityRequired professional returnReview
Dementia diagnosis/uncertainty, cognition-focused examination, medical decision-making, clinical staging/synthesisDementia-proficient medical clinician and any separately assigned domain professional within scopeActual examination/reasoning, attributable findings/limitations and permitted attestation or next diagnostic action; not a form signature alone. An ordinary RN license is not the required Part B E/M capability.
Nursing assessment, assigned nursing symptom/technique questionUS clinical RN under actual license/protocolNursing assessment/disposition/instruction and any medical question requiring another authority; not medical diagnosis or autonomous prescribing.
Diagnosis/differential, clinical urgency/disposition, treatment, clinical care-plan change or medical orderUS medical clinician, selected for the actual questionAttributable clinical decision/instruction and follow-up. A current missing-person/emergency connection does not wait for a specialist review.
§7.1 regimen reconciliation, prescription/deprescription and medication disagreementActual prescribing authority, with pharmacist/RN contributions only within their scopeIntended regimen or actual recommendation/order, unresolved questions and relevant-provider agreement where required. O-028 controls the actual authority; pharmacy dispensing/possession/use are separate.
Licensed behavioral assessment/treatment, including the caregiver's own careUS behavioral clinician within scopeThe actual subject's assessment/treatment and next action. Ordinary caregiver listening/stress coaching is not this act.
Mobility/gait versus everyday-task rehabilitationActual PT/OT or rehabilitation professional in the selected paid/independent capacityThe specific assessment, plan, individualized teaching and reassessment/revision—not a general medical blessing. Ordinary activity matching is not therapy.
Swallowing, nutrition and oral/dental questionsActual SLP, dietitian, dentist, each only for their component; medical clinician for medical treatmentSwallowing assessment/instructions, nutrition work or oral/dental result with separate authors/pending components. A caregiver report or navigator checklist does not prescribe texture/fluid changes.
Hearing/vision diagnosis, clinical fitting or treatmentActual audiologist, optometrist or ophthalmologistThe selected sensory assessment/fitting/treatment; device pickup and routine-use help are separate nonclinical work.

Every licensed act uses the actual subject, current physical location/time, applicable provider-location requirements, act, competence, scope/modality and accepting individual. A caregiver reporting the beneficiary's symptoms does not relocate beneficiary care. Separate caregiver clinical care has its own authority and result; shared intake/time is counted once. The HHS licensing sources support the location check, not a universal state authorization.

Legal capacity/agent/document/restriction questions are protected legal, not automatically clinical, acts. Approved clean policy is enforced in software; Legal Counsel handles only a genuine uncovered legal question. Physical onsite observation/installation has its own qualified worker and does not supply medical or liberty/egress authority.

Safety conditions for delegated work#

  • No concern detected is not clinical stability. Preserve what was asked/reported, what was not asked and what remains unknown. Companion silence is never reassurance.
  • Prepare before judgment. Retrieve current authorized records, preserve source/date/conflict and assemble the exact question. The clinician personally collects/examines anything whose collection is itself clinical. Urgent or required live-human help does not wait for a perfect packet.
  • Reuse the actual current product, not an old conclusion. Confirm that subject, location, question, instruction and professional recheck window still fit. New/due/conflicting work opens the affected professional act; it is not waived by a low budget or no AI alert.
  • Route uncertainty by its nature. L1 repairs an administrative fact; L2 supplies actual required/requested nonclinical relationship/clarification; the qualified professional handles an unresolved clinical question. A missed fax is not an automatic clinician referral.
  • Preserve separate results. Preparation, send, receipt, accepted work, professional review, implementation, broader need resolution and monthly qualification are not the same fact. Failed or partial work retains its actual labor and remaining duty.
  • Keep authorization separate. A clinical author's decision does not grant every recipient, release, institution-signature or billing permission. An unresolved retained/release assignment is a design dependency, not an abstract person performing the task.

Current result across the full task inventory#

BodyIndexed work typesInterpretationReview
Eight in-scope service SOPs359Each applicable act has its own requirement/value/clinical boundary; not 359 encounters per person.
Supporting GUIDE programme work138Separate operating obligations, not a ninth care pillar.
Candidate increments and shared baseline interfaces106Includes baseline-only and compound baseline/candidate acts, not 106 wholly optional services.
Total603Coverage of work types, not clinician time, case incidence, payroll or field acceptance.

FL02 acute fall response, WN02 current missing-person response, SV07 accessibility, AC02 human access and NU03 immediate choking/dehydration response in Enhanced are explicit baseline-only interfaces. Declining every additional candidate leaves them and their owning base SOPs available. Other candidate rows also retain the applicable baseline before their distinct proposed increment.

The task-level automation map records 88 software, 302 deterministic-plus-AI, 57 gray and 156 human components. 390 of 603 have a principally automatable component; that is not 390 staff-free tasks or 64.7% of payroll. A digital choice can require no paid worker while a separately due navigator contact, release or professional act remains real. Clinical work depends on the due/triggered act and actual current product, not a percentage of row labels.

GUIDE operating work outside the eight service tables#

Programme Operations contains the detailed 138 tasks and current forms/clocks. These groups preserve the work without making every form field a new human or clinical review.

Required operating resultMain preparation/human boundaryExact source taskReview
Complete initial PAAF, final CMS alignment result and required written noticeSoftware prepares/validates/submits only on an approved route. An existing accepted employee performs an actual manual portal/send act; original clinical author corrects only protected source content. Preliminary response is not final alignment. D-030 splits factual help from relationship work.PO-032, PO-037, PO-039
Annual assessment and qualifying reassessment submissionsDue actual professionals perform their domains; software tracks the distinct current CMS annual/reassessment windows and submits accepted products. Updating a form does not waive an assessment or create a clinical attestation.PO-045, PO-051
Required team, accepted practitioners/Partners and service-area capabilityAt least a human navigator and qualified dementia-proficient Part B E/M clinician; applicable physician medical-director oversight when that clinician is not a physician. HR maintains workforce; actual professionals accept work; D-027 Administrative Manager approves business commitments, not implied CMS/signing powers.PO-054, PO-062, PO-074
Navigator training and ongoing competenceThe public RFA specifies 20 initial hours, including 10 didactic/10 live experiential, comprehension assessment and 2 annual hours. Existing dementia certification alone does not replace GUIDE training. Learning, training/supervision, replacement and handover are paid workforce work, counted once.PO-069
Health-equity plan, voluntary HRSN/sociodemographic data and data-sharing preferencesPrepare accurate source-linked data and enforce approved choices; disclosure refusal is not a care exclusion. Actual interventions use their nonclinical/clinical professional, not a population-score treatment rule.PO-087, PO-129A
Care-delivery/performance reporting, feedback correction and monitoring/evaluation cooperationSoftware prepares current required artifacts; original workers correct their own evidence. Actual manual submission or institutional attestation requires its accepted authority, not a generic compliance/data/Participant reviewer. Independent QPP/MIPS remains separate where applicable.PO-085, PO-094, PO-100, PO-128
Continuing eligibility, RCC/memory-care changes, unalignment and transferUse current CMS status/deadlines and the exact RCC combinations/unknown handling. L1 gathers facts; L2 performs actual transition/relationship work; actual medical/business/legal questions use their own roles. One notice or transfer attempt does not prove the receiving result.PO-081, PO-109, PO-132
Monthly claim-ready determinationActual aligned service, current tier/contact compliance, permitted G-code/provider, service evidence and duplicate/cost-sharing controls. Software handles approved clean facts; Billing/Revenue Cycle handles a real manual financial exception. Never invent service or clinical work to qualify a claim.PO-122

Monthly furnishing is not eight services or a minute quota#

Current PMP §3.1 distinguishes actual non-respite service from standing infrastructure. Required contact cadence and a qualifying furnished service both matter. Low-dyad/RCC off-contact months may use actual permitted non-contact care while their calendar-window cadence remains compliant; overdue touchpoints and retroactive claim questions retain their exact O-047/O-063 dependency.

Low-burden monthly planning names the useful service before outreach. Its 8/15/25 direct-minute bands follow the agenda, never fill it. A genuine stable contact can confirm a current goal/help need without pretending every medicine/safety/caregiver domain was reviewed. A no-service month receives no DCMP; alignment and continuing eligibility are separate. Aligned patients cannot be charged for covered GUIDE work merely by labeling it enhanced; the current CMS FAQ supplies that boundary.

Services Proxi should consider beyond minimum compliance#

First improve required delivery: one prepared no-repeat packet; approved data/AI assistance; useful bundled contacts; real practical barrier resolution; accepted clinical/community returns; accessible communication; truthful non-success and one next action. The concierge procedures cover approved self-service, external-data/outreach, disclosed call assistance/whisper and direct human takeover. D-023's Companion and caregiver pulse prepare existing care; they are not monitoring, immediate human availability, completed human service or payment evidence.

The current offer positions all twelve candidate groups. The first three recommendations, not activated services, are:

Candidate priorityDistinct result worth testingBaseline and delivery boundaryReview
Caregiver skill-in-use coachingThe caregiver safely tries a chosen practical strategy, corrects misunderstanding and decides whether to continue/change/stopCombine LC/nonclinical BD in one actual application loop. Required training/support stays base; extra repeat cadence/cost is O-052. Topic-competent L2 performs actual coaching; cause/treatment/own clinical care goes to its professional.
Targeted wandering preparednessA current permitted packet and safe hypothetical rehearsal make the response steps usableRequired current safety preparation and missing-person response remain base. No monitoring, prevention/location/rescue guarantee or restriction authority. Actual physical/clinical/legal work has its own paid provider and authorization.
Meaningful activity participationThe person chooses an enjoyable activity, resolves a practical barrier, tries it and reports whether to continueRequired goal/referral support stays base. Ordinary preference matching has no clinician gate; outside activity is not Proxi-furnished unless contracted. Therapy/rehabilitation retains its distinct professional/population limits.

Transition recovery is a conditional later candidate only for an actual increment, not a replacement for required transition care. Professional-heavy falls, reablement, swallowing/nutrition/dental and sensory work is furnished directly only with funded accepted capacity; otherwise promise the actual coordination, not the outside professional's care.

WHO/NICE/NIA/AHRQ/CDC design evidence supports bounded ingredients in the source register, not Proxi's efficacy, AI-only acceptance, rescue, utilization reduction or ROI. Preserve actual population, method, professional and direct-access limits. A guideline/another programme's result is not proof of this company's result.

Calibration examples across the work#

Current situationActual work and correct boundaryReview
Clear prepared ordinary choiceThe person chooses directly; software records it. No navigator fit blessing, but any separately required human contact still occurs.
Missing appointment/fax/status factL1 obtains or repairs that exact fact. No automatic clinical review.
New medical-only questionSoftware/L1 prepares the source-linked question; the exact medical clinician performs the protected act directly. No RN/L2 gateway.
Care Plan uses a still-current clinical productReuse only the same applicable product; a new/due/conflicting question opens the affected professional work. Whole-plan completion/release remain separate.
Specialist evaluation considered for a co-occurring conditionClinical indication/urgency is protected. GUIDE standing remains the summary-versus-Appendix interpretation under O-020/O-PA-001, not an unqualified optional-care conclusion.
Required caregiver support with no medical questionThe accepted human care-team worker furnishes support. Approved material/AI prep does not replace that conversation or create a second clinical act.
One call covers several actual servicesPreserve each distinct substantive result and count each actual worker's time once. A mention, opened task or referral attempt is not furnished downstream care.
Current home/SLP/therapy product shared across workReuse the actual accepted component once; an onsite observation, SLP instruction and medical decision retain different authors and scopes.

The resulting Proxi labor model#

Real categoryExpected work hereReview
Software/AI surfacesApproved factual retrieval/comparison/calculation, direct choice capture, drafting, scheduling/execution, reminders, source-aware record preparation and tracking. AI never decides clinical sufficiency, urgency, permission or closure.
Philippine L1Nonclinical human first answer; actual factual/logistical help, office/record pursuit, permitted manual transaction and recovery. D-030 applies to waiting/welcome/transfer; the Philippine nursing credential does not authorize U.S. clinical practice.
PR navigatorDue/accepted human navigator contact, relationship/clarification, nonclinical planning/coaching/support and actual assigned referral/release act. No clinical work even when personally licensed; a clear digital choice alone adds no human minutes.
US RN, behavioral clinician, medical clinicianOnly their exact new/due/protected act, with necessary clinical collection and attributable return; no generic “exception review,” chart-hunting or universal plan blessing.
Typed paid onsite/specialty professionalThe specific contracted visit/therapy/swallowing/nutrition/dental/sensory/pharmacy act, competence, authority and actual return. Independent outside care is separate, not free promised Proxi labor.
Real enabling jobsSame-lane recovery or the concrete technical, software, billing, Medicaid, HR, business, nursing/medical-leadership or uncovered legal issue—not a new generic case specialist.
Beneficiary/caregiver or decision-specific representativeTheir own report, goal, participation and permitted choice. Not payroll; caregiver participation alone is not representative authority.

Human Workload contains low/ordinary/high occurrence, preparation/direct/documentation/follow-through and paid-capacity assumptions. PR's $22/hour pays every scheduled hour under D-029, including downtime/training; actual learning/turnover/overlap is counted once. Active partial/failed/correction work remains labor; paid 24/7 and clinical/field receiving availability is separately funded. Unknown RCC exposure, quotes, fees and additional-service cadence/capacity are not zero. Those planning scenarios are not observed utilization or a full-service price.

Next business pass#

Original questionCurrent answerStill unconfirmedReview
What must be done for GUIDE?The public eight-domain/non-respite map plus exact supporting operating tasks is documented and source-linkedExecuted Agreement/Appendix D and current Participant instructions; exact retained/release/digital/Partner/RCC acceptance.
What should create customer value?Better base execution and three distinct candidate priorities have concrete useful results, work and boundariesOwner selection under O-052; actual funded scope, recurrence, burden, payer, provider/area/hours/backup and incremental fees/capacity. No offer is activated.
What requires clinical thinking?The exact medical, nursing, behavioral, medication, rehabilitation, swallowing/nutrition/dental and sensory acts are separated from preparation and nonclinical human serviceActual accepted individual, subject/provider jurisdiction, instrument/scope/modality, receiving response/backup and paid availability. No name or category proves these field facts.

The next decisions are the specific unanswered choices in the decision log, not new generic roles. The manual-send performer for an already-approved Care Plan to an authorized PCP remains a narrow O-014 question; choosing that administrative worker would not confer clinical authorship or blanket release power. D-032 settles introduction timing; O-053 actual assignment/coverage/mode acceptance, O-066 signing and any additional whole-plan requirement remain separate. No unconfirmed item is silently converted into a human, zero cost, permission or completed service.