| Pipeline | Three phases: Intake, Active Evaluation, Report Writing/Completion. | Eight stages from Consent Pending through Complete or Discontinued. | Replace the three-phase roadmap with the eight-stage pipeline and map every task to a stage. |
| Consent Signed | Move to Consent Signed once a signed consent is verified. | Leave the case in Consent Generated after e-signature; move to Consent Signed when Shelly’s stamped consent arrives. | Use one trigger and remove the conflicting instruction. |
| Report template timing | Prepare the report during the Report Writing stage. | Create a Google Doc report template at referral, including cases that later receive a refusal. | Move template creation into intake if the 2026–27 process is approved. |
| Report format | Nested Workflow Overview still says Word. | All evaluation reports are now Google Docs. | Remove Word as the current method and link the approved Google Doc process. |
| Case completion | Close the case after report finalization. | Report approval is followed by Pending Eval Results Meeting; Complete occurs after the meeting. | Separate report approval from final case closure. |
| Systems | Older pages say PowerSchool Special Programs and rely heavily on ClickUp/Dropbox. | Current update names Indiana Special Programs, Psych OS, PsyBot, and Google Docs alongside ClickUp/Dropbox. | Use the current system name and link existing Psych OS functions instead of duplicating them. |
| Visual roadmap | Overview labels the visual “Last Edited: March 18, 2026” and shows the older model. | The update was edited September 11, 2026. | Regenerate the visual after the merged workflow is approved. |