Summary

Sam clarified that the controlling source should be Current_Treatment_Plan__c when it names follow-up treatment, not the Requests tab and not ER-only provider text. I acknowledged the source issue, rebuilt the correction set from the Current Treatment Plan row, and applied a narrower corrective pass.

What changed

• Corrective audit reviewed 416 open matters with relevant Current Treatment Plan text.
• Applied 54 corrective updates in live LITIFY_ORG.
• Bulk job: 750UV00000mpU8VYAU.
• Verification: 54 checked, 54 found, 0 mismatches.

Rules applied

• Current_Treatment_Plan__c is the controlling source when it names follow-up treatment.
• ER-only facilities are ignored when a follow-up treatment facility competes.
• EC means ExactaCare.
• PT at ... or PT with ... means that facility is the physical therapy provider and should be treated as the primary treatment provider.
• Confirmed current-plan mappings included ExactaCare, Aptiva Health, West Louisville Accident & Injury for West Louisville Chiro, Downtown Louisville Chiropractic & Rehab, Louisville Chiropractic & Injury Centers, Fern Creek Chiropractic Center, A Plus Chiropractic, A+ Chiropractic Center, Raley Chiropractic, and specific exact Account-name matches.

Remaining limits

• 74 rows from the current-plan audit remain skipped because the provider match was not confident enough.
• Pragle Chiropractic was specifically checked, but live Account search did not find a matching Pragle chiropractic facility Account. That row remains pending rather than guessing or creating a provider record mid-backfill.

Evidence and rollback

• Correction review: /Users/samaguiar/Documents/Projects/admin/session_logs/litify-primary-treatment-provider-backfill-2026-05-26/current-plan-correction/current-plan-review.csv
• Correction updates: /Users/samaguiar/Documents/Projects/admin/session_logs/litify-primary-treatment-provider-backfill-2026-05-26/current-plan-correction/current-plan-updates.csv
• Verification: /Users/samaguiar/Documents/Projects/admin/session_logs/litify-primary-treatment-provider-backfill-2026-05-26/current-plan-correction/post-correction-verification.csv