sdac-track-provider-credentials

Purpose

Tracks when provider credentials were last verified and flags providers or districts that require re-verification.

Tool type

Deterministic (rule-based)

Tool ID

sdac-track-provider-credentials

Inputs

• report_id (string)
• district_id (string, optional): Defaults to the report’s district
• provider_types (array, optional): Filter to specific provider types
• verification_threshold_days (number, default: 365)

Outputs

• success
• providers_needing_verification, providers_recently_verified
• enrollment_status (PCA/PDN/MHD enrollment with last verification dates)
• summary counts and recommendations

Example output

{
  "success": true,
  "providers_needing_verification": [
    {
      "provider_name": "Jane Smith",
      "job_title": "School Psychologist",
      "last_verified": "2024-01-15",
      "reason": "Verification older than one year."
    }
  ],
  "providers_recently_verified": [
    {
      "provider_name": "Alex Lee",
      "job_title": "Speech Language Pathologist",
      "last_verified": "2026-02-10"
    }
  ],
  "enrollment_status": {
    "PCA": {
      "enrolled": true,
      "last_verified": "2026-01-12"
    },
    "PDN": {
      "enrolled": false,
      "last_verified": "2025-11-02"
    },
    "MHD": {
      "enrolled": true,
      "last_verified": "2026-01-12"
    }
  },
  "summary": {
    "needing_verification": 1,
    "recently_verified": 1
  },
  "recommendations": [
    "Verify Jane Smith against NASP or Missouri licensure before accepting Cost Pool 1 eligibility."
  ]
}

Functional details

• Detects provider types by job title patterns (psychologist, behavioral health, PCA, PDN, etc.).
• Checks the last verification timestamp against the threshold window.
• Summarizes district enrollment status for PCA/PDN/MHD.
• Produces actionable recommendations for follow-up.

Usage notes

• Supports review steps 9.b–9.e for provider verification.
• Use alongside sdac-verify-external-licensing when external license checks are required.

Implementation details

• Loads personnel via loadPersonnelRecords() and district metadata via loadDistrictForReport().
• Queries SDAC.data_ProviderVerifications for the most recent verification dates.
• Calculates days_since_verification and assigns overdue status.

Code Location: packages/domain-sdac/src/tools/track-provider-credentials.tool.ts