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Work queue

Every finding has a priority, an owner and evidence. Open an item to act.

Reminders

81 of 81 open findings · Priority, then due date

Initial approval request needs reviewNoah Bennett · E-6:AUTH-REQUESTUtilization reviewDue 2026-07-31urgent

DMAS fallback — verify payer contract

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: AETNA · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-07-31

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewJordan Ellis · E-1:AUTH-REQUESTUtilization reviewDue 2026-09-24urgent

DMAS fallback — verify payer contract

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: ANTHEM · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-24

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewSofia Grant · E-4:AUTH-REQUESTUtilization reviewDue 2026-09-24urgent

DMAS fallback — verify payer contract

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: HUMANA · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-24

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewAisha Cole · E-7:AUTH-REQUESTUtilization reviewDue 2026-09-24urgent

Verified payer profile

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: DMAS · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-24

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-12Note authorDue 2026-09-25urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-25

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-13Note authorDue 2026-09-28urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-14Note authorDue 2026-09-28urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteJordan Ellis · SES-2Note authorDue 2026-09-28urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: ANTHEM · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewAvery Lane · E-20:AUTH-REQUESTUtilization reviewDue 2026-09-28urgent

DMAS fallback — verify payer contract

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: UHC · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewSam Rivera · E-21:AUTH-REQUESTUtilization reviewDue 2026-09-28urgent

Verified payer profile

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: DMAS · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteJordan Ellis · SES-4Note authorDue 2026-09-29urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: ANTHEM · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-29

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteJordan Ellis · SES-5Note authorDue 2026-10-02urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: ANTHEM · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-10-02

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteMaya Brooks · SES-MISSINGNote authorDue 2026-10-02urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: SENTARA · 2.5 · open

Assigned to
Dana Patel · Note author · Due 2026-10-02

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteJordan Ellis · SES-6Note authorDue 2026-10-05urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: ANTHEM · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteJordan Ellis · SES-7Note authorDue 2026-10-05urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: ANTHEM · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewTheo Morgan · E-8:AUTH-REQUESTUtilization reviewDue 2026-10-05urgent

Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002).

Source evidence
A-011, M-002 · TIME-AUTH-REQUEST
Payer: DMAS · 3.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Initial approval request needs reviewEvan Reed · E-3:AUTH-REQUESTUtilization reviewDue 2026-10-07urgent

Clock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt.

Source evidence
A-041 · TIME-AUTH-REQUEST
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-07

Open client record
A reply or acknowledgement does not resolve the finding.
Serious incident reported to DBHDS and the person’s representativeProgram-wide · program:INCIDENT-REPORT-24H:INC-1Utilization reviewDue 2026-10-07urgent

Clock overdue; Level II and III serious incidents are reported within 24 hours of discovery. Date-level only: use the discovery hour.

Source evidence
L-004 · TIME-INCIDENT-REPORT-24H
Payer: Program-wide · Program · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-07

A reply or acknowledgement does not resolve the finding.
Note text duplicated from another noteMaya Brooks · N5Note authorDue 2026-10-09urgent

Condition requires review

Source evidence
A-023 · NOTE-CLONED
Payer: SENTARA · 2.5 · open

Assigned to
Dana Patel · Note author · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Note still unsigned after the next business dayMaya Brooks · N6Note authorDue 2026-10-09urgent

Condition requires review

Source evidence
A-023 · NOTE-UNSIGNED
Payer: SENTARA · 2.5 · open

Assigned to
Dana Patel · Note author · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Claim needs a matching approved noteSofia Grant · CL-ORPHANBillingDue 2026-10-09urgent

Condition requires review

Source evidence
A-034, A-062, F-017 · REV-CLAIM-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Drew Santos · Billing · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Service day with no approval covering itSofia Grant · E-4:gapUtilization reviewDue 2026-10-09urgent

Condition requires review

Source evidence
A-011, A-052 · SERVICE-NO-AUTH
Payer: HUMANA · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Next treatment plan reviewNoah Bennett · E-6:ISP-REVIEWUtilization reviewDue 2026-08-29important

Clock overdue; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".

Source evidence
A-049 · TIME-ISP-REVIEW
Payer: AETNA · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-08-29

Open client record
A reply or acknowledgement does not resolve the finding.
Services must start within 30 days of the assessmentMaya Brooks · E-2:ASSESS-FRESHUtilization reviewDue 2026-09-08important

Clock overdue; If services start later than 30 days after the assessment is completed, the assessment has to be redone.

Source evidence
A-021 · TIME-ASSESS-FRESH
Payer: SENTARA · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-08

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalJordan Ellis · N1Note approverDue 2026-09-25important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: ANTHEM · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-09-25

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Lena Ortiz · E-10:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: SENTARA · MH-IOP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Miles Carter · E-11:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: AETNA · 3.3 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Amara Wells · E-12:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: ANTHEM · 3.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Owen Park · E-13:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: HUMANA · 3.7 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Nia Foster · E-14:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: UHC · 4.0 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Avery Lane · E-20:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
A-022, L-010 · TIME-ISP-INITIAL
Payer: UHC · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Sam Rivera · E-21:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
A-022, L-010 · TIME-ISP-INITIAL
Payer: DMAS · 2.5 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalSofia Grant · N-FLOWNote approverDue 2026-09-28important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: HUMANA · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalJordan Ellis · N2Note approverDue 2026-09-28important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: ANTHEM · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Late entry needs a compliance decisionJordan Ellis · N3ComplianceDue 2026-09-28important

Condition requires review

Source evidence
A-023, A-062, F-017 · REV-LATE-ENTRY-HOLD
Payer: ANTHEM · 2.1 · open

Assigned to
Alex Warren · Compliance · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Psychiatric evaluationLena Ortiz · E-10:PSYCH-EVALUtilization reviewDue 2026-09-29important

Clock overdue; Within 72 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.

Source evidence
A-046 · TIME-PSYCH-EVAL
Payer: SENTARA · MH-IOP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-29

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalJordan Ellis · N3Note approverDue 2026-10-05important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: ANTHEM · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalMaya Brooks · N4Clinical directorDue 2026-10-05important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-05
Author or approver is unassigned/inactive; Clinical Director fallback

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalMaya Brooks · N5Note approverDue 2026-10-05important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: SENTARA · 2.5 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Approved note has no matching claimSam Rivera · N-DEMO-APPROVEDBillingDue 2026-10-05important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVED-NO-CLAIM
Payer: DMAS · 2.5 · open

Assigned to
Drew Santos · Billing · Due 2026-10-05

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalMaya Brooks · N7Note approverDue 2026-10-06important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: SENTARA · 2.5 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-10-06

Open client record
A reply or acknowledgement does not resolve the finding.
Denied claim needs follow-upSofia Grant · RM-SHOW-UNWORKEDBillingDue 2026-10-06important

House follow-up deadline; payer appeal clock is separately sourced

Source evidence
Versioned house policy · REV-DENIAL-UNWORKED
Payer: HUMANA · 2.1 · open

Assigned to
Drew Santos · Billing · Due 2026-10-06

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Evan Reed · E-3:ISP-INITIALUtilization reviewDue 2026-10-06important

Clock overdue; MH-PHP: initial ISP on the day of admission.

Source evidence
A-046, L-010 · TIME-ISP-INITIAL
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-06

Open client record
A reply or acknowledgement does not resolve the finding.
CATP sign-off on the initial plan a CSAC wroteJordan Ellis · E-1:ISP-CATP-SIGNOFF:P-CSACUtilization reviewDue 2026-10-07important

Clock overdue; A CATP signs within 3 business days of an ISP developed by a CSAC or CSAC-supervisee.

Source evidence
A-049 · TIME-ISP-CATP-SIGNOFF
Payer: ANTHEM · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-07

Open client record
A reply or acknowledgement does not resolve the finding.
Psychiatric evaluationEvan Reed · E-3:PSYCH-EVALUtilization reviewDue 2026-10-08important

Clock overdue; Within 48 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.

Source evidence
A-046 · TIME-PSYCH-EVAL
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-08

Open client record
A reply or acknowledgement does not resolve the finding.
Authorized units are running lowJordan Ellis · AU-1Utilization reviewDue 2026-10-12important

Condition requires review

Source evidence
A-011 · REV-UNITS-BURN
Payer: ANTHEM · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-12

Open client record
A reply or acknowledgement does not resolve the finding.
Multidimensional assessment missing dimensionsSofia Grant · AS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-021, A-048 · ASSESS-DIMENSIONS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
No multidimensional assessment on fileAisha Cole · E-7Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-021, A-048 · ASSESS-MISSING
Payer: DMAS · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Planned frequency needs clarificationSofia Grant · PS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
L-011 · CLAR-ISP-FREQ-AMBIG
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodJordan Ellis · PS-1Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodMaya Brooks · PS-2Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodAvery Lane · PS-20Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: UHC · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodSam Rivera · PS-21Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: DMAS · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodSofia Grant · PS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodNoah Bennett · PS-6Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: AETNA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Delivery compared with complete planned periodAisha Cole · PS-7Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: DMAS · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsJordan Ellis · D-N1Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsJordan Ellis · D-N2Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsJordan Ellis · D-N3Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsMaya Brooks · D-N4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsMaya Brooks · D-N5Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsMaya Brooks · D-N6Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Required document elementsMaya Brooks · D-N7Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · COMP-NOTE-FIELDS
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Part 2 consent elementsAisha Cole · CON-SHOW-7IntakeDue 2026-10-14important

Condition requires review

Source evidence
F-019 · COMP-PART2-CONSENT
Payer: DMAS · 2.5 · open

Assigned to
Jamie Ross · Intake · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Dated author authenticationJordan Ellis · D-DEMO-1Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
L-015 · COMP-SIGNED
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-050 · CONS-DX
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-049 · CONS-LOC
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
Versioned house policy · CONS-MEDS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Monthly exclusion check overdueProgram-wide · Morgan Blake (S-02)CredentialingDue 2026-10-14important

Condition requires review

Source evidence
A-030, F-009 · EXCLUSION-STALE
Payer: Program-wide · Program · open

Assigned to
Parker West · Credentialing · Due 2026-10-14

A reply or acknowledgement does not resolve the finding.
Monthly exclusion check overdueProgram-wide · Alex Warren (S-03)CredentialingDue 2026-10-14important

Condition requires review

Source evidence
A-030, F-009 · EXCLUSION-STALE
Payer: Program-wide · Program · open

Assigned to
Parker West · Credentialing · Due 2026-10-14

A reply or acknowledgement does not resolve the finding.
flow mismatchSofia Grant · N-FLOWNote approverDue 2026-10-14important

Condition requires review

Source evidence
Versioned house policy · FLOW-MISMATCH
Payer: HUMANA · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Supervisee therapy note without a CATP co-signatureJordan Ellis · N2Note authorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · NOTE-COSIGN
Payer: ANTHEM · 2.1 · disputed

Assigned to
Dana Patel · Note author · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Billable note with no time or unitsMaya Brooks · N7Note authorDue 2026-10-14important

Condition requires review

Source evidence
A-023 · NOTE-NO-TIME
Payer: SENTARA · 2.5 · open

Assigned to
Dana Patel · Note author · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comprehensive plan missing required elementsSofia Grant · P-4CClinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-049, A-022 · PLAN-ELEMENTS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment day under the hour minimumJordan Ellis · E-1:2026-09-26Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-015 · DAY-HOURS
Payer: ANTHEM · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment day under the hour minimumMaya Brooks · E-2:2026-10-04Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-016 · DAY-HOURS
Payer: SENTARA · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Group larger than the limitJordan Ellis · N1Note authorDue 2026-10-15watch

Condition requires review

Source evidence
A-018 · GROUP-SIZE
Payer: ANTHEM · 2.1 · acknowledged

Assigned to
Dana Patel · Note author · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment week outside the hour rangeLena Ortiz · E-10:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-035 · WEEK-HOURS
Payer: SENTARA · MH-IOP · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment week outside the hour rangeAvery Lane · E-20:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-015 · WEEK-HOURS
Payer: UHC · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment week outside the hour rangeSam Rivera · E-21:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-016 · WEEK-HOURS
Payer: DMAS · 2.5 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment week outside the hour rangeSofia Grant · E-4:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-015 · WEEK-HOURS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-15

Open client record
A reply or acknowledgement does not resolve the finding.