Workspace/Client recordPrivate demo
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Clients / Record workspace

Noah Bennett

2.5 · AETNA · Admitted 2026-07-30

Clocks & prior cases

Open an item for evidence, ownership and a review decision.

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.
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 A plan not updated on time is "outdated".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.
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.

Mindful Note Review

NoteService dateReadinessReview state

No items in this view.

Units ledger

Authorization / payerAuthorizedDelivered / approved / billedRemaining / end

No items in this view.

Claims and remittances

Claim · serviceUnits · payerStatus · related note

No claim has been supplied for this client. An approved note awaiting a claim appears in the audit findings when its billing deadline passes.

Remittances and denial follow-up

ClaimDecision · dateFollow-up

Episode clocks

ClockDueResult / evidence
Initial treatment plan (initial ISP)TIME-ISP-INITIALExact anchor unavailableskippedAETNA · Clock needs an exact source timestamp or anchor
Initial approval request sent to the planTIME-AUTH-REQUEST2026-07-31failAETNA · DMAS fallback — verify payer contract
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-08-29passAETNA · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Next treatment plan reviewTIME-ISP-REVIEW2026-08-29failAETNA · Clock overdue; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".
Discharge summary written (and sent to the next provider)TIME-DISCHARGE-SUMMARY2026-10-23passAETNA · Clock upcoming; A written discharge summary is due within 30 days of discharge. Referrals must be arranged before the discharge date.

Documents in this record

Supplied demo artifacts. Open a document to inspect its type, version and structured evidence.

Document · dateAuthor · statusEvidence
demographics
SHOW-6-FACE
2026-07-30
Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 FACE

No structured element list

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

plan
SHOW-6-PLAN
2026-07-30
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 PLAN

needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

assessment
SHOW-6-ASSESS
2026-07-30
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 ASSESS

history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

medication-list
SHOW-6-MEDS
2026-07-30
Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 MEDS

No structured element list

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

consent
SHOW-6-CONSENT
2026-07-30
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 CONSENT

signature, signedDate

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

authorization
SHOW-6-AUTH
2026-07-30
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 AUTH

No structured element list

Created 2026-07-30T16:00:00-04:00
Signed 2026-07-30T16:00:00-04:00

discharge
SHOW-6-DISCHARGE
2026-09-23
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-6 DISCHARGE

discharge, aftercare

Created 2026-09-23T16:00:00-04:00
Signed 2026-09-23T16:00:00-04:00

Diagnoses, medication and planned services

Fictional chart facts. Medication codes and doses are demonstration placeholders.

Diagnoses

CodeDocumentRecorded by
F10.20SHOW-6-ASSESSDr. Quinn Mercer (S-09)
F10.20SHOW-6-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-6-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-6-PLAN · active

Planned services

ServiceFrequency · targetSource
S02013 sessions weekly
2026-08-29
SHOW-6-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-6part2 · demo-payment
AETNA
2026-07-30 through 2027-10-08
9 structured elements
CV-Noah Bennett (C-0006)AETNA2026-07-26 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Noah Bennett (C-0006).CH-011Cataloged receipt
Team update recorded; not posted for Noah Bennett (C-0006).CH-012Not posted

Executed checks and source gaps

30 passed · 3 failed · 29 skipped

Rule / subjectResultEvidence
PLAN-ELEMENTSP-SHOW-6passRequired inputs checked
ASSESS-DIMENSIONSAS-6passRequired inputs checked
ASSESS-DIMENSIONSAS-SHOW-6passRequired inputs checked
ASSESS-MISSINGE-6passRequired inputs checked
TIME-ISP-INITIALE-6:ISP-INITIALskippedClock needs an exact source timestamp or anchor
TIME-AUTH-REQUESTE-6:AUTH-REQUESTfailDMAS fallback — verify payer contract
TIME-ISP-COMPREHENSIVEE-6:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ISP-REVIEWE-6:ISP-REVIEWfailClock overdue; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".
TIME-DISCHARGE-SUMMARYE-6:DISCHARGE-SUMMARYpassClock upcoming; A written discharge summary is due within 30 days of discharge. Referrals must be arranged before the discharge date.
CONS-DEMO-NAMEE-6skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-6skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-6skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-6skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-6skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-6skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-6skippedTwo comparable identity sources are required
CONS-DXE-6passRequired inputs checked
CONS-MEDSE-6passRequired inputs checked
CONS-LOCE-6passRequired inputs checked
CONS-PAYERE-6skippedNo claim payer comparison available
CONS-DATESE-6skippedNo dated service documents
COMP-SIGNEDSHOW-6-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-6-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-6-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-6-PLANpassRequired inputs checked
COMP-SIGNEDSHOW-6-PLANpassRequired inputs checked
COMP-ASSESS-PROFILESHOW-6-ASSESSpassRequired inputs checked
COMP-ASSESS-ELEMENTSSHOW-6-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-6-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-6-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-6-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-6-AUTHpassRequired inputs checked
COMP-SIGNEDSHOW-6-DISCHARGEpassRequired inputs checked
COMP-MOUDE-6passRequired inputs checked
PEOPLE-CRED-SCOPESHOW-6-PLANpassRequired inputs checked
PEOPLE-CRED-SCOPESHOW-6-ASSESSpassRequired inputs checked
ASAM-DX-BY-LICENSEDDX-A-6passRequired inputs checked
ASAM-DX-BY-LICENSEDDX-P-6passRequired inputs checked
CLAR-ISP-FREQ-MISSINGPS-6passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-6passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-6failCondition requires review
CLAR-GOALS-MEASURABLEE-6skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-GOAL-LINKE-6skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-TIME-SUPPORTE-6skippedNo qualified text-reader assessment supplied; not a pass
CLAR-CONTRADICTIONE-6skippedNo qualified text-reader assessment supplied; not a pass
ASAM-CONTINUED-STAYE-6skippedNo qualified text-reader assessment supplied; not a pass
COMP-PART2-CONSENTCON-SHOW-6passRequired inputs checked
COMP-PART2-DISCLOSURECON-SHOW-6passRequired inputs checked
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-6skippedNot a criminal justice referral
REV-ATTEND-NO-NOTEE-6skippedNo input-bearing subject for this rule
REV-NOTE-RETURNED-OPENE-6skippedNo input-bearing subject for this rule
REV-APPROVAL-LAGE-6skippedNo input-bearing subject for this rule
REV-APPROVED-NO-CLAIME-6skippedNo input-bearing subject for this rule
REV-CLAIM-NO-NOTEE-6skippedNo input-bearing subject for this rule
REV-LATE-ENTRY-HOLDE-6skippedNo input-bearing subject for this rule
REV-UNITS-OVER-AUTHE-6skippedNo input-bearing subject for this rule
REV-UNITS-BURNE-6skippedNo input-bearing subject for this rule
REV-TIMELY-FILINGE-6skippedNo input-bearing subject for this rule
REV-DENIAL-UNWORKEDE-6skippedNo input-bearing subject for this rule
REV-PAYER-CREDENTIALE-6skippedNo input-bearing subject for this rule
REV-COVERAGE-CHANGEE-6skippedNo input-bearing subject for this rule
REV-SERVICE-UNBILLEDE-6skippedNo input-bearing subject for this rule