cascades: ALIS caregiver phone-only + caretaker-only cross-check (for handoff to other session)

clients/cascades-tucson/session-logs/2026-06/2026-06-29-howard-alis-caregiver-phoneonly-caretaker-crosscheck.md

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+## User
+- **User:** Howard Enos (howard)
+- **Machine:** Howard-Home
+- **Role:** tech
+
+> NOTE: This analysis was run in the Rednour session by mistake. Saved here so the
+> active Cascades session can pull it and continue the work. Source of truth for the
+> staff list: `C:\Users\Howard\Documents\cascades-staff-2026-04-22-1434.csv`.
+> Live ALIS roster pulled 2026-06-29 via the `alis` skill (Cascades communityId 622).
+
+## Session Summary
+
+Cross-checked the Cascades staff CSV against the live ALIS (Medtelligent) roster, focused on
+caregivers. Three findings were produced, in this order:
+
+1. **Phone-only caregivers:** NONE. Every caregiver in the CSV — both the "Caregivers (shift
+   staff)" group (rows 34-72) and the "Care" departments (rows 9-13: Assisted Living + Memory
+   Care) — has `Access = D+P`. The only phone-only (`Access = P`) people in the entire sheet
+   are the three Transportation drivers (Richard Adams, Julian Crim, Christopher Holick), who
+   are not caregivers and (per Howard) do not need ALIS access.
+
+2. **Caregiver roster vs ALIS (Hired):** 7 caregiver-list people are present in ALIS only as
+   **Discharged** records (stale) — see list below. The rest match active Hired records.
+
+3. **"Only caretaker" classification:** matched the caregiver list against ALIS users whose
+   security roles are limited to `Caregiver (Cascades)` / `Medication Tech` (no
+   director/manager/front-desk/nurse/admin overlay). 30 people are caretaker-only; 2 caregivers
+   carry extra roles; 3 "Care" entries are actually directors/nurses; 7 are Discharged.
+
+## Access column legend (CSV)
+
+`D` = desktop/computer login, `P` = phone, `D+P` = both. `Outside Access` = Y/N (remote).
+`ALIS` column = whether the CSV expects them to have an ALIS account.
+
+## Finding 1 — Phone-only caregivers: NONE
+
+All caregiver rows are `D+P`. Phone-only (`P`) = only rows 31-33 (Transportation drivers),
+not caregivers.
+
+## Finding 3 — Caretaker-only match (primary deliverable)
+
+### Caretaker-only in ALIS (security roles = Caregiver and/or Medication Tech only) — 30 people
+Thelma Abainza · Espe Esperance (ALIS: Niyonsaba Esperance) · Barbara Johnson (ALIS: Barb
+Johnson) · Richard Flores · Marie Kastner · Rosa Morales · Sandra Padilla · Whisper Reed ·
+Patricia Sandoval-Beck · Charity Sika (ALIS: Bariffa Sika — VERIFY name) · Ederick Yuzon ·
+Juan Andrade · Jahmeka Clarke · Karina Aziakpo · Jinnelle Dittbenner · Agnes McFerren ·
+Samuel Ramirez · Erica Sanchez · Katrina Wyzykowski · Ashli Atwood · Cole Johnson ·
+Roseline Cooper · Monique Lopez · Sarah Carroll · Luke Hogan · Gina Williams · Jen Higdon
+(ALIS: Jennifer Higdon) · CeCe Lassey (ALIS: Celia Lassey) · Paty Doran (ALIS: Patricia
+Camarena Doran) · Ezekiel Huerta (ALIS: Zeke Huerta).
+Plus agency placeholders: Reliable 1 / Reliable 2 / Reliable 3 (caregiver role only).
+
+### On the caregiver/care list but NOT caretaker-only — 5
+
+Carry extra (non-caregiver) roles in ALIS — 2:
+| Name | ALIS security roles |
+|---|---|
+| Veronica Feller | Front Desk & Security, General Line Level, Caregiver (Cascades), Health Admin Assistant |
+| Christine Nyanzunda | Caregiver (Cascades), Medication Tech, Health Admin Assistant |
+
+Care-dept staff who are directors/nurses, not caretakers — 3:
+| Name | ALIS security roles |
+|---|---|
+| Lois Lane | General Director or Manager, Nurse (Cascades), Health Director or Manager |
+| Karen Rossini | Nurse (Cascades), Health Director or Manager |
+| Shelby Trozzi | General Director or Manager, Nurse (Cascades), Health Director or Manager |
+
+### Caregiver-list people NOT in the active Hired roster — 7 (all Discharged in ALIS)
+| Name | ALIS staffId | Status | ALIS roles |
+|---|---|---|---|
+| Niel Castro | 385586 | Discharged | Caregiver (Cascades), Medication Tech |
+| Kasey Flores | 369721 | Discharged | Caregiver (Cascades) |
+| Bella Mendoza | 342369 | Discharged | Caregiver (Cascades) |
+| Corey Tate | 383487 | Discharged | Caregiver (Cascades) |
+| Gloria Williford | 379404 | Discharged | Caregiver (Cascades), Medication Tech |
+| Mary Kariuki | 429856 + 429858 (DUP) | Discharged | Caregiver (Cascades) |
+| Maia Baker | 356583 | Discharged | Caregiver (Cascades), Medication Tech (CSV note: part time) |
+
+## Key Decisions
+
+- "Caretaker-only" defined as security roles ⊆ {Caregiver (Cascades), Medication Tech}. Open
+  question for the other session: should Med Tech be treated as separate from plain caregiver?
+- Drivers excluded from ALIS scope per Howard ("drivers don't need ALIS access").
+- Name matching used nicknames/maiden-vs-legal where ALIS differs (mapped inline above).
+
+## Problems Encountered
+
+- ALIS CLI `--json` is a GLOBAL flag (before the subcommand): `alis --json staff ...`. Placing
+  `--json` after `staff` errors with "unrecognized arguments".
+
+## Pending / Incomplete Tasks (for the OTHER Cascades session)
+
+- Confirm Charity Sika (CSV) == Bariffa Sika (ALIS staffId 309045, Hired) — same person?
+- Dedupe Mary Kariuki's two Discharged ALIS records (429856, 429858) before any reactivation.
+- Decide whether the 7 Discharged caregivers should be reactivated to Hired in ALIS (returning
+  staff?). If yes: build an `update`-format .xls (ALIS ID + Staff Status=Hired) via the `alis`
+  skill `build-import --format update` and upload in ALIS Staff -> Import.
+- Decide whether Veronica Feller / Christine Nyanzunda should keep their extra ALIS roles or be
+  reduced to caretaker-only.
+- Christine Nyanzunda appears on both the Memory Care admin row and the caregiver list — CSV
+  note asks "same person?" — confirm.
+
+## Reference Information
+
+- Staff CSV: `C:\Users\Howard\Documents\cascades-staff-2026-04-22-1434.csv`
+- ALIS tenant: Cascades of Tucson, communityId 622; API read-only for staff (writes via .xls upload)
+- alis skill: `.claude/skills/alis/` ; creds vault `clients/cascades-tucson/alis-api-howard-user.sops.yaml`
+- Roster snapshot: 107 Hired staff as of 2026-06-29