You read a CLINICIAN ROSTER EXTRACT -- a register of credentials held, plus a roster of encounters and an entry behind each -- and return a REVIEWER'S WORKSHEET of the encounters it records. You return JSON and nothing else.
You are preparing a worksheet for a qualified reviewer. You never make a licensure determination, never state whether care may or may not be delivered, never approve or block a booking and never give a legal opinion. Your job is to say what the file states, apply the rulebook given below, and NAME THE ENCOUNTERS THE PAPERWORK DOES NOT PERMIT OR DOES NOT SETTLE.
You are asked for NOTHING about any patient. The only fact about the patient's side of an encounter that appears on this worksheet is the JURISDICTION they were located in. Never return a name, a date of birth, an identifier, a diagnosis, a clinical note or a reason for a visit, and never infer one.
RULES, in order of importance:
1. ONE OBJECT PER ENCOUNTER THIS FILE'S ROSTER RECORDS, AND NO OTHERS. An entry cancelled by the schedule amendment is not recorded, even though its entry is still printed in full with a disposition line. A PROPOSED SLOT -- a time held open, with a jurisdiction, a service and a date, where no booking has been made -- is not an encounter. An encounter recorded on ANOTHER clinician's roster is not recorded by this file. All three carry references in the same format as a real encounter, and putting one on the worksheet puts a permission question in front of a reviewer that nobody ever faced.
2. THE TWO SIDES ARE PAIRED ON THE JURISDICTION AND ON NOTHING ELSE. The encounter's own entry NEVER names a credential. Find the register entry whose jurisdiction is the same as the jurisdiction the patient was located in. If the register holds none for that jurisdiction, `credential_ref` is null and `credential_kind` is 'none_on_record' -- however many live credentials the register holds in OTHER jurisdictions. That is the single most available wrong answer on the page.
3. REPORT WHAT THE FILE STATES. `credential_status`, `home_status`, `term` and `scope` are readings of the register, not judgements about it. If a credential's entry says nothing about its status, `credential_status` is 'not_stated' -- that is a finding about the record, and it is a common one. Never infer 'active' from a valid-through date, from the credential being listed at all, or from the encounter having gone ahead.
4. A LAPSED CREDENTIAL USUALLY STILL SHOWS A VALID-THROUGH DATE IN THE FUTURE. The date is not the status and the status is not the date. Read both, report both.
5. FOR A COMPACT PRIVILEGE, `home_status` COMES FROM THE HOME LICENCE'S OWN SEPARATE ENTRY, not from the privilege's. A privilege whose own line reads ACTIVE is not in force if the licence it rides on is recorded LAPSED, and nothing on the privilege's own line shows it. For a home licence, or where there is no credential, `home_status` is 'not_applicable'.
6. `term` COMPARES THE VALID-THROUGH DATE AGAINST THE ENCOUNTER DATE, NEVER THE BOOKING DATE. Every entry carries both dates and they are usually months apart. Valid through a date BEFORE the encounter date is 'expired', even where it is well after the booking date.
7. `coverage` IS DECIDED ONLY BY THE RULEBOOK BELOW, from `credential_kind`, `credential_status`, `home_status` and `term`. Work through the steps IN ORDER and STOP at the first that fires.
8. `scope_call` IS DECIDED ONLY FROM `scope`: 'covers' -> 'within_recorded_scope', 'excludes' -> 'outside_recorded_scope', 'not_stated' -> 'not_determined'. It is asked of every encounter INDEPENDENTLY of its coverage call. An active, current, correctly paired credential can still expressly exclude the service category that was delivered, and neither call overrides the other.
9. 'not_determined' IS A REAL ANSWER AND YOU ARE EXPECTED TO USE IT. A worksheet that never reaches for it is guessing, and a call recorded as settled is a call nobody re-reads. It does NOT mean the encounter was not permitted; it means this file does not say.
10. Copy `encounter_ref`, `patient_jurisdiction`, `credential_ref`, `encounter_date` and `valid_through` verbatim from the file. Use the exact allowed value for every field that lists them, and return every field for every encounter.
JURISDICTION-MATCH RULEBOOK (the authority for `coverage` and `scope_call`; this is an ILLUSTRATIVE rulebook written for this kit, its jurisdictions and its reciprocity accord are INVENTED, and it reproduces no statute, regulation or board rule)
WHAT COUNTS AS AN ENCOUNTER ON THE WORKSHEET
- An encounter is on the worksheet if and only if this file's ROSTER records it as booked or delivered against this clinician file.
- A PROPOSED SLOT is not an encounter. A time held open with a jurisdiction, a date and a service against it records nothing until it is booked, and this rulebook does not record it.
- An encounter CANCELLED by a later schedule amendment in the same file is not an encounter. Its entry is still printed; the amendment is the operative document.
- An encounter recorded on ANOTHER clinician's roster is not recorded by this file. It is somebody else's row on somebody else's worksheet.
HOW THE TWO SIDES ARE PAIRED
The ROSTER states, per encounter, the jurisdiction the PATIENT was located in. The REGISTER states, per credential, the jurisdiction that credential is held in. The pairing is on the JURISDICTION and on nothing else: a credential held in one jurisdiction says nothing about an encounter in another, however many credentials the register holds. An encounter whose jurisdiction appears nowhere in the register has no credential, and that is a finding rather than a gap.
THE FIVE STATED FACTS, read off the file
credential_kind:
home_licence The register records a credential of its own for the encounter's jurisdiction, issued by that jurisdiction.
compact_privilege The register records a privilege exercised in the encounter's jurisdiction under the reciprocity accord, RIDING ON a home licence recorded separately in the same register.
none_on_record The register records no credential at all for the encounter's jurisdiction. Credentials held in other jurisdictions do not reach it.
credential_status:
active The register states this credential is active.
lapsed The register states this credential is lapsed, expired, surrendered or otherwise not in force.
not_stated The register records the credential and says nothing about its status. This is a finding ABOUT THE RECORD.
home_status:
active The home licence this privilege rides on is stated active in its own register entry.
lapsed The home licence this privilege rides on is stated lapsed in its own register entry.
not_stated The home licence this privilege rides on is recorded and its own entry says nothing about its status.
not_applicable This encounter's credential is not a compact privilege, so no home licence is in the chain.
term:
current The credential's recorded valid-through date is on or after the ENCOUNTER date.
expired The credential's recorded valid-through date is BEFORE the ENCOUNTER date. It may well be after the date the encounter was BOOKED — that is a different date and it is not the question.
not_stated The register records no valid-through date for this credential.
scope:
covers The credential's recorded scope of practice includes this encounter's service category.
excludes The credential's recorded scope of practice expressly excludes this encounter's service category.
not_stated The register records no scope of practice for this credential, or there is no credential to record one for.
COVERAGE -- work through IN ORDER, stop at the first that fires
1. If credential_kind is `none_on_record`, the call is `no_credential_for_jurisdiction`. The register holds nothing for the jurisdiction the patient was in. Stop here.
2. Otherwise, if credential_status is `lapsed`, the call is `credential_lapsed` — whatever the valid-through date says. A date printed on a lapsed credential is not a statement that it is in force.
3. Otherwise, if credential_kind is `compact_privilege` and home_status is `lapsed`, the call is `home_licence_lapsed`. THE PRIVILEGE'S OWN ENTRY STILL READS ACTIVE. A privilege exercised under a home licence does not outlive it, and the only place that shows is the home licence's own entry.
4. Otherwise, if term is `expired`, the call is `expired_on_encounter_date`. Test the ENCOUNTER date, never the booking date: a credential valid on the day a visit was booked and not on the day it happened is the commonest way a roster goes wrong quietly.
5. Otherwise, if any fact in the chain is `not_stated` — the credential's own status, its valid-through date, or (for a compact privilege) the home licence's status — the call is `not_determined`. The record does not settle it, and saying so is the answer.
6. Otherwise the call is `covered_on_the_record`. That is a statement about THE PAPERWORK ON THIS FILE and about nothing else.
SCOPE -- asked independently of coverage
`covers` makes the scope call `within_recorded_scope`.
`excludes` makes the scope call `outside_recorded_scope`. An ACTIVE, current, correctly-paired credential whose recorded scope expressly excludes the service category is still outside its scope — the two calls are asked independently and neither overrides the other.
`not_stated` makes the scope call `not_determined`.
WHY THE TWO CALLS ARE SEPARATE
Coverage asks whether the record shows a credential in force in the jurisdiction the patient was in. Scope asks whether the credential's recorded scope reaches the service that was delivered. They are different questions with different failure modes, they are asked of every encounter independently, and folding them into one verdict would hide which of the two a reviewer has to go and check.
WHY `not_determined` IS A REAL ANSWER
A worksheet that guesses is worse than a worksheet that names what the paperwork does not settle, because the guess is invisible downstream and the gap is not. `not_determined` is a finding ABOUT THE RECORD and is the correct, complete answer whenever the register does not say. It is never a way of saying the reader was unsure, and it is never a way of saying the encounter was not permitted.
WHAT THESE CALLS ARE NOT
None of these calls is a licensure determination and none of them says whether care may or may not be delivered. `covered_on_the_record` means the paperwork in this file is consistent; it does not mean anybody is licensed. `no_credential_for_jurisdiction` means this file records nothing; it does not mean nothing exists. The determination belongs to the credentialing office, to counsel, and to the boards of the jurisdictions concerned.
MODALITY
Modality is recorded on the worksheet and is an input to NEITHER rule. It is the fact a reader most often assumes changes the answer; on this rulebook it does not, and reporting it is how the worksheet shows it was read rather than relied on.
Return these:
- roster_ref (string) -- the roster reference from the header, verbatim (for example RST-2026-318)
- encounters (array of objects) -- one object per RECORDED encounter, each carrying:
- encounter_ref (string) -- the encounter reference, verbatim (for example ENC-4821). THIS IS THE KEY -- one object per encounter this file's ROSTER records and no others. A proposed slot that was never booked, an encounter cancelled by the schedule amendment, and an encounter recorded on another clinician's roster are NOT recorded by this file and must not appear
- patient_jurisdiction (string) -- the jurisdiction the PATIENT was located in, copied verbatim from the encounter's own entry including the code in brackets (for example 'Brecon Reach (BRE)'). This is a fact about jurisdiction and it is the ONLY thing this worksheet records about the patient's side of the encounter
- service_category (enum) one of: medication review, chronic care follow-up, behavioural health consultation, post-discharge check-in, initial assessment -- the service category the encounter's own entry states. A category, never a reason for the visit and never anything clinical
- modality (enum) one of: video, audio_only, asynchronous -- how the encounter was conducted, as the entry states it -- 'video' for a video consultation, 'audio_only' for an audio-only consultation, 'asynchronous' for an asynchronous message review. ⚠︎ RECORDED, NOT RELIED ON: modality is an input to NEITHER rule on this rulebook, and reporting it is how the worksheet shows it was read rather than used
- encounter_date (string) -- the date the encounter is recorded FOR, as written (YYYY-MM-DD). ⚠︎ NOT the date it was booked. Both dates are on the entry and they are usually months apart
- disposition (enum) one of: delivered, booked -- what the roster row's DISPOSITION column says -- 'delivered' for an encounter that has already happened, 'booked' for one that has not yet
- credential_ref (string) -- the REGISTER reference of the credential held in the SAME jurisdiction as this encounter, verbatim (for example CR-3391), or null when the register records none for that jurisdiction. ⚠︎ THE ENCOUNTER'S OWN ENTRY NEVER NAMES A CREDENTIAL -- you find it by matching the jurisdiction, and matching on anything else is the mistake this worksheet exists to catch. A credential held in a DIFFERENT jurisdiction is not this encounter's credential however active it is
- credential_kind (enum) one of: home_licence, compact_privilege, none_on_record -- what the matched credential's own register entry says it is. 'home_licence' when the entry records a licence issued by that jurisdiction. 'compact_privilege' when the entry records a privilege exercised under the reciprocity accord, riding on a home licence recorded SEPARATELY in the same register. 'none_on_record' when the register holds nothing for the encounter's jurisdiction at all
- credential_status (enum) one of: active, lapsed, not_stated -- what the matched credential's own entry says about its status. 'not_stated' when the entry records the credential and says nothing about whether it is in force -- that is a finding ABOUT THE RECORD and it is the commonest one here. Use 'not_stated' for a credential that does not exist too
- home_status (enum) one of: active, lapsed, not_stated, not_applicable -- for a COMPACT PRIVILEGE only: what the HOME licence's own separate register entry says about ITS status. ⚠︎ READ THE HOME LICENCE'S ENTRY, NOT THE PRIVILEGE'S -- a privilege whose own line reads active is not in force if the licence it rides on has lapsed, and nothing on the privilege's line shows it. 'not_applicable' when this encounter's credential is a home licence or there is none on record
- term (enum) one of: current, expired, not_stated -- the matched credential's recorded valid-through date against the ENCOUNTER date. 'current' when valid-through is on or after the encounter date, 'expired' when it is BEFORE it, 'not_stated' when the entry records no valid-through date at all (and for a credential that does not exist). ⚠︎ COMPARE AGAINST THE ENCOUNTER DATE, NEVER THE BOOKING DATE. Every entry carries both and they are usually months apart; a credential valid on the day a visit was booked and not on the day it happened is `expired`
- scope (enum) one of: covers, excludes, not_stated -- what the matched credential's recorded SCOPE OF PRACTICE says about this encounter's service category. 'covers' when the entry's scope sentence includes it, 'excludes' when the entry expressly excludes it, 'not_stated' when the entry has no scope sentence at all (and for a credential that does not exist). ⚠︎ A CREDENTIAL CAN BE ACTIVE, CURRENT AND CORRECTLY PAIRED AND STILL EXPRESSLY EXCLUDE THE SERVICE. The two calls are asked independently and neither overrides the other
- valid_through (string) -- the matched credential's recorded valid-through date as written (YYYY-MM-DD), or null when the entry records none or there is no credential. Recorded because it is the date most often compared against the wrong other date -- it is reported here so the worksheet shows which date was READ
- coverage (enum) one of: covered_on_the_record, no_credential_for_jurisdiction, credential_lapsed, home_licence_lapsed, expired_on_encounter_date, not_determined -- the coverage call, decided ONLY by the rulebook's ordered steps from credential_kind, credential_status, home_status and term. Work through them IN ORDER and stop at the first that fires. ⚠︎ THIS IS NOT A LICENSURE DETERMINATION and 'covered_on_the_record' is a statement about THE PAPERWORK ON THIS FILE and nothing else
- scope_call (enum) one of: within_recorded_scope, outside_recorded_scope, not_determined -- the scope call, decided ONLY from `scope`: 'covers' -> 'within_recorded_scope', 'excludes' -> 'outside_recorded_scope', 'not_stated' -> 'not_determined'. Asked of every encounter INDEPENDENTLY of its coverage call; neither overrides the other
Return a JSON object with exactly these top-level keys: roster_ref, encounters
`encounters` is an array. Return it empty only if the file records no encounter at all.
CLINICIAN ROSTER EXTRACT
------------------------
ROSSMERE TELECARE GROUP
SCHEDULING OFFICE — CLINICIAN ROSTER EXTRACT
Clinician file: CLN-4021
Roster reference: RST-2026-992
Extract id: LIC-0024
Prepared on: 2026-05-14
This extract is prepared for scheduling review. The Roster below lists the encounters this
file records. The Register lists the credentials held. Nothing in this file records anything
about a patient beyond the jurisdiction they were located in.
REGISTER OF CREDENTIALS HELD
---------------------------------------------------------------------
REF JURISDICTION KIND VALID THROUGH
---------------------------------------------------------------------
CR-8386 Lowenmere (LOW) home licence not recorded
CR-1194 Calderhythe (CAL) compact privilege 2026-06-10
CR-9873 Iversleigh (IVE) home licence 2025-11-30
CR-3513 Brecon Reach (BRE) compact privilege 2027-04-17
CR-9436 Estover (EST) home licence 2027-05-03
CR-3285 Dunmarrow (DUN) home licence 2028-07-20
---------------------------------------------------------------------
CREDENTIAL CR-8386 — Lowenmere (LOW)
This credential is a licence held in Lowenmere in the clinician's own right.
Register status: ACTIVE.
CREDENTIAL CR-1194 — Calderhythe (CAL)
This is a privilege under the Ninefold Reciprocity Accord permitting practice in Calderhythe.
It is held by virtue of home licence CR-9436 and has no existence apart from it.
Register status: ACTIVE.
The recorded scope of practice for this credential expressly excludes chronic care follow-up.
The credential is recorded valid through 2026-06-10.
CREDENTIAL CR-9873 — Iversleigh (IVE)
The register records this as a licence of the clinician's own, issued in Iversleigh.
Register status: ACTIVE.
Recorded valid through 2025-11-30.
CREDENTIAL CR-3513 — Brecon Reach (BRE)
This credential is a privilege exercised in Brecon Reach under the Ninefold Reciprocity
Accord, riding on the clinician's home licence CR-9436 recorded separately in this register.
Scope of practice recorded against this credential: all recorded services EXCEPT initial
assessment, which is expressly excluded.
Recorded valid through 2027-04-17.
CREDENTIAL CR-9436 — Estover (EST)
The register records this as a licence of the clinician's own, issued in Estover.
This credential is recorded ACTIVE in the register as at the date of this extract.
Scope of practice recorded against this credential: behavioural health consultation,
medication review, post-discharge check-in.
The credential is recorded valid through 2027-05-03.
CREDENTIAL CR-3285 — Dunmarrow (DUN)
This credential is a licence issued by the Dunmarrow registration authority.
Register status: ACTIVE.
The register records this credential's scope of practice as reaching behavioural health
consultation, medication review, post-discharge check-in.
The credential is recorded valid through 2028-07-20.
ROSTER OF ENCOUNTERS RECORDED BY THIS FILE
-----------------------------------------------------------------------------------
REF PATIENT LOCATED IN BOOKED ENCOUNTER DISPOSITION
-----------------------------------------------------------------------------------
ENC-5964 Lowenmere (LOW) 2025-09-13 2026-02-26 delivered
ENC-8573 Calderhythe (CAL) 2025-07-29 2026-02-04 delivered
ENC-6899 Marden Cross (MAR) 2026-04-06 2026-07-10 booked
ENC-5596 Iversleigh (IVE) 2025-11-13 2026-01-07 delivered
ENC-7967 Brecon Reach (BRE) 2026-03-07 2026-06-13 booked
-----------------------------------------------------------------------------------
ENCOUNTER ENC-5964 — Lowenmere (LOW)
The patient was located in Lowenmere (LOW) at the scheduled time of this encounter. No further
detail of the patient is recorded on this file.
The encounter is recorded as an audio-only consultation for post-discharge check-in.
The encounter was booked on 2025-09-13 and is recorded for 2026-02-26.
Disposition as at the date of this extract: delivered.
ENCOUNTER ENC-8573 — Calderhythe (CAL)
The patient was located in Calderhythe (CAL) at the scheduled time of this encounter. No
further detail of the patient is recorded on this file.
The encounter is recorded as an audio-only consultation for chronic care follow-up.
The encounter was booked on 2025-07-29 and is recorded for 2026-02-04.
Disposition as at the date of this extract: delivered.
ENCOUNTER ENC-6899 — Marden Cross (MAR)
The patient was located in Marden Cross (MAR) at the scheduled time of this encounter. No
further detail of the patient is recorded on this file.
The encounter is recorded as a video consultation for chronic care follow-up.
The encounter was booked on 2026-04-06 and is recorded for 2026-07-10.
Disposition as at the date of this extract: booked.
ENCOUNTER ENC-5596 — Iversleigh (IVE)
The patient was located in Iversleigh (IVE) at the scheduled time of this encounter. No
further detail of the patient is recorded on this file.
The encounter is recorded as a video consultation for post-discharge check-in.
The encounter was booked on 2025-11-13 and is recorded for 2026-01-07.
Disposition as at the date of this extract: delivered.
ENCOUNTER ENC-7967 — Brecon Reach (BRE)
The patient was located in Brecon Reach (BRE) at the scheduled time of this encounter. No
further detail of the patient is recorded on this file.
The encounter is recorded as an audio-only consultation for initial assessment.
The encounter was booked on 2026-03-07 and is recorded for 2026-06-13.
Disposition as at the date of this extract: booked.