Clients / Record workspace
Noah Bennett
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
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 A plan not updated on time is "outdated".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
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
Mindful Note Review
| Note | Service date | Readiness | Review state |
|---|
No items in this view.
Units ledger
| Authorization / payer | Authorized | Delivered / approved / billed | Remaining / end |
|---|
No items in this view.
Claims and remittances
| Claim · service | Units · payer | Status · 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
| Claim | Decision · date | Follow-up |
|---|
Episode clocks
| Clock | Due | Result / evidence |
|---|---|---|
| Initial treatment plan (initial ISP)TIME-ISP-INITIAL | Exact anchor unavailable | skippedAETNA · Clock needs an exact source timestamp or anchor |
| Initial approval request sent to the planTIME-AUTH-REQUEST | 2026-07-31 | failAETNA · DMAS fallback — verify payer contract |
| Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE | 2026-08-29 | passAETNA · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| Next treatment plan reviewTIME-ISP-REVIEW | 2026-08-29 | failAETNA · 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 A plan not updated on time is "outdated".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-SUMMARY | 2026-10-23 | passAETNA · 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 · date | Author · status | Evidence |
|---|---|---|
| demographics SHOW-6-FACE 2026-07-30 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 FACE No structured element list Created 2026-07-30T16:00:00-04:00 |
| plan SHOW-6-PLAN 2026-07-30 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-07-30T16:00:00-04:00 |
| assessment SHOW-6-ASSESS 2026-07-30 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 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 artifactDEMO RECORD SHOW-6 MEDS No structured element list Created 2026-07-30T16:00:00-04:00 |
| consent SHOW-6-CONSENT 2026-07-30 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 CONSENT signature, signedDate Created 2026-07-30T16:00:00-04:00 |
| authorization SHOW-6-AUTH 2026-07-30 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 AUTH No structured element list Created 2026-07-30T16:00:00-04:00 |
| discharge SHOW-6-DISCHARGE 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-6 DISCHARGE discharge, aftercare Created 2026-09-23T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-6-ASSESS | Dr. Quinn Mercer (S-09) |
| F10.20 | SHOW-6-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-6-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-6-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| S0201 | 3 sessions weekly 2026-08-29 | SHOW-6-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-6 | part2 · demo-payment AETNA | 2026-07-30 through 2027-10-08 9 structured elements |
| CV-Noah Bennett (C-0006) | AETNA | 2026-07-26 through open ended Verified demo coverage |
Mailbox and team
Open messages →| Recorded activity | Status |
|---|---|
| Confirmation of receipt for Noah Bennett (C-0006).CH-011 | Cataloged receipt |
| Team update recorded; not posted for Noah Bennett (C-0006).CH-012 | Not posted |
Executed checks and source gaps
30 passed · 3 failed · 29 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| PLAN-ELEMENTSP-SHOW-6 | pass | Required inputs checked |
| ASSESS-DIMENSIONSAS-6 | pass | Required inputs checked |
| ASSESS-DIMENSIONSAS-SHOW-6 | pass | Required inputs checked |
| ASSESS-MISSINGE-6 | pass | Required inputs checked |
| TIME-ISP-INITIALE-6:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUESTE-6:AUTH-REQUEST | fail | DMAS fallback — verify payer contract |
| TIME-ISP-COMPREHENSIVEE-6:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEWE-6:ISP-REVIEW | fail | Clock 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-SUMMARY | pass | Clock upcoming; A written discharge summary is due within 30 days of discharge. Referrals must be arranged before the discharge date. |
| CONS-DEMO-NAMEE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOBE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESSE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONEE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSNE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDERE-6 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAIDE-6 | skipped | Two comparable identity sources are required |
| CONS-DXE-6 | pass | Required inputs checked |
| CONS-MEDSE-6 | pass | Required inputs checked |
| CONS-LOCE-6 | pass | Required inputs checked |
| CONS-PAYERE-6 | skipped | No claim payer comparison available |
| CONS-DATESE-6 | skipped | No dated service documents |
| COMP-SIGNEDSHOW-6-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIGSHOW-6-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICESHOW-6-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLANSHOW-6-PLAN | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILESHOW-6-ASSESS | pass | Required inputs checked |
| COMP-ASSESS-ELEMENTSSHOW-6-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-MEDS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-CONSENT | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-AUTH | pass | Required inputs checked |
| COMP-SIGNEDSHOW-6-DISCHARGE | pass | Required inputs checked |
| COMP-MOUDE-6 | pass | Required inputs checked |
| PEOPLE-CRED-SCOPESHOW-6-PLAN | pass | Required inputs checked |
| PEOPLE-CRED-SCOPESHOW-6-ASSESS | pass | Required inputs checked |
| ASAM-DX-BY-LICENSEDDX-A-6 | pass | Required inputs checked |
| ASAM-DX-BY-LICENSEDDX-P-6 | pass | Required inputs checked |
| CLAR-ISP-FREQ-MISSINGPS-6 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIGPS-6 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERYPS-6 | fail | Condition requires review |
| CLAR-GOALS-MEASURABLEE-6 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-GOAL-LINKE-6 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-TIME-SUPPORTE-6 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-CONTRADICTIONE-6 | skipped | No qualified text-reader assessment supplied; not a pass |
| ASAM-CONTINUED-STAYE-6 | skipped | No qualified text-reader assessment supplied; not a pass |
| COMP-PART2-CONSENTCON-SHOW-6 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURECON-SHOW-6 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-6 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTEE-6 | skipped | No input-bearing subject for this rule |
| REV-NOTE-RETURNED-OPENE-6 | skipped | No input-bearing subject for this rule |
| REV-APPROVAL-LAGE-6 | skipped | No input-bearing subject for this rule |
| REV-APPROVED-NO-CLAIME-6 | skipped | No input-bearing subject for this rule |
| REV-CLAIM-NO-NOTEE-6 | skipped | No input-bearing subject for this rule |
| REV-LATE-ENTRY-HOLDE-6 | skipped | No input-bearing subject for this rule |
| REV-UNITS-OVER-AUTHE-6 | skipped | No input-bearing subject for this rule |
| REV-UNITS-BURNE-6 | skipped | No input-bearing subject for this rule |
| REV-TIMELY-FILINGE-6 | skipped | No input-bearing subject for this rule |
| REV-DENIAL-UNWORKEDE-6 | skipped | No input-bearing subject for this rule |
| REV-PAYER-CREDENTIALE-6 | skipped | No input-bearing subject for this rule |
| REV-COVERAGE-CHANGEE-6 | skipped | No input-bearing subject for this rule |
| REV-SERVICE-UNBILLEDE-6 | skipped | No input-bearing subject for this rule |