Agents Evaluated
| Interacting agent | Effect on treatment | Recommendation |
|---|---|---|
| VLOOKUP | Interferes with field mapping. Returns #N/A on first contact between Office Supplies and Office Exp. | Discontinue. Do not resume. |
| INDEX/MATCH | Same mechanism as VLOOKUP. Typically administered by consultants who consider themselves above VLOOKUP. | Discontinue. The distinction is not clinically significant. |
| A client who says the data is clean | Reduces the accuracy of the original quote. The assurance has not been confirmed in any study. | Run a test migration in a sandbox. Do not adjust the quote on the strength of the assurance. |
| FINAL_v3_useTHIS.xlsx | Interferes with every known field in the mapping. | Discard any course mixed with this file. |
| Concurrent Traditional (untreated) migration | Reduces observed relief. The two therapies do not combine. One of them is abandoned before go-live. | Not recommended. |
| Copy and paste | Separates records from their relationships. Legacy relationships between QuickBooks or Xero records are lost. | Discontinue. |
| Pivot tables | May be difficult to operate while the $0.00 variance remains in effect. It remains in effect. | Operate with caution, or not at all. |
| Macros written by a consultant who has left the practice | Unpredictable. No one currently at the practice can describe the mechanism. | Do not re-enable. |
| An email titled "updated data" | Triggers re-migration. Typically received after the statement of work is signed. | Test in the sandbox before the live migration. |
| Coffee administered at 2am | Not a substitute for Automappamine. | Leave before 2am. |