Workspace/Client recordPrivate demo
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Clients / Record workspace

Aisha Cole

2.5 · DMAS · Admitted 2026-09-23

Clocks & prior cases

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

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.
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.
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.
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.

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 unavailableskippedDMAS · Clock needs an exact source timestamp or anchor
Initial approval request sent to the planTIME-AUTH-REQUEST2026-09-24failDMAS · Verified payer profile
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-10-23passDMAS · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Next treatment plan reviewTIME-ISP-REVIEW2026-10-23passDMAS · Clock upcoming; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".
Member's appeal to the health plan (provider files only with the member's written consent)TIME-MEMBER-APPEAL-602026-12-05passDMAS · Clock upcoming; 60 calendar days from the date on the notice. A provider needs the member’s written consent and cannot request continued benefits.

Documents in this record

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

Document · dateAuthor · statusEvidence
demographics
SHOW-7-FACE
2026-09-23
Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-7 FACE

No structured element list

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

plan
SHOW-7-PLAN
2026-09-23
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-7 PLAN

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

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

medication-list
SHOW-7-MEDS
2026-09-23
Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-7 MEDS

No structured element list

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

consent
SHOW-7-CONSENT
2026-09-23
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-7 CONSENT

signature, signedDate

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

authorization
SHOW-7-AUTH
2026-09-23
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-7 AUTH

No structured element list

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-7-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-7-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-7-PLAN · active

Planned services

ServiceFrequency · targetSource
S02013 sessions weekly
2026-10-23
SHOW-7-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-7part2 · demo-payment
DMAS
2026-09-23 through 2027-10-08
8 structured elements
CV-Aisha Cole (C-0007)DMAS2026-07-26 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Aisha Cole (C-0007).CH-013Cataloged receipt
Question requires follow-up for Aisha Cole (C-0007).CH-014Open clarification / follow-up
Team update recorded; not posted for Aisha Cole (C-0007).CH-015Not posted

Executed checks and source gaps

20 passed · 4 failed · 30 skipped

Rule / subjectResultEvidence
ASSESS-MISSINGE-7failCondition requires review
PLAN-ELEMENTSP-SHOW-7passRequired inputs checked
TIME-ISP-INITIALE-7:ISP-INITIALskippedClock needs an exact source timestamp or anchor
TIME-AUTH-REQUESTE-7:AUTH-REQUESTfailVerified payer profile
TIME-ISP-COMPREHENSIVEE-7:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ISP-REVIEWE-7:ISP-REVIEWpassClock upcoming; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".
TIME-MEMBER-APPEAL-60E-7:MEMBER-APPEAL-60:D-NOCONpassClock upcoming; 60 calendar days from the date on the notice. A provider needs the member’s written consent and cannot request continued benefits.
CONS-DEMO-NAMEE-7skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-7skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-7skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-7skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-7skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-7skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-7skippedTwo comparable identity sources are required
CONS-DXE-7skippedTwo comparable current documents required
CONS-MEDSE-7passRequired inputs checked
CONS-LOCE-7passRequired inputs checked
CONS-PAYERE-7skippedNo claim payer comparison available
CONS-DATESE-7skippedNo dated service documents
COMP-SIGNEDSHOW-7-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-7-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-7-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-7-PLANpassRequired inputs checked
COMP-SIGNEDSHOW-7-PLANpassRequired inputs checked
COMP-SIGNEDSHOW-7-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-7-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-7-AUTHpassRequired inputs checked
COMP-MOUDE-7passRequired inputs checked
PEOPLE-CRED-SCOPESHOW-7-PLANpassRequired inputs checked
ASAM-DX-BY-LICENSEDDX-P-7passRequired inputs checked
CLAR-ISP-FREQ-MISSINGPS-7passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-7passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-7failCondition requires review
CLAR-GOALS-MEASURABLEE-7skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-GOAL-LINKE-7skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-TIME-SUPPORTE-7skippedNo qualified text-reader assessment supplied; not a pass
CLAR-CONTRADICTIONE-7skippedNo qualified text-reader assessment supplied; not a pass
ASAM-CONTINUED-STAYE-7skippedNo qualified text-reader assessment supplied; not a pass
COMP-PART2-CONSENTCON-SHOW-7failCondition requires review
COMP-PART2-DISCLOSURECON-SHOW-7passRequired inputs checked
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-7skippedNot a criminal justice referral
REV-ATTEND-NO-NOTEE-7skippedNo input-bearing subject for this rule
REV-NOTE-RETURNED-OPENE-7skippedNo input-bearing subject for this rule
REV-APPROVAL-LAGE-7skippedNo input-bearing subject for this rule
REV-APPROVED-NO-CLAIME-7skippedNo input-bearing subject for this rule
REV-CLAIM-NO-NOTEE-7skippedNo input-bearing subject for this rule
REV-LATE-ENTRY-HOLDE-7skippedNo input-bearing subject for this rule
REV-UNITS-OVER-AUTHE-7skippedNo input-bearing subject for this rule
REV-UNITS-BURNE-7skippedNo input-bearing subject for this rule
REV-TIMELY-FILINGE-7skippedNo input-bearing subject for this rule
REV-DENIAL-UNWORKEDE-7skippedNo input-bearing subject for this rule
REV-PAYER-CREDENTIALE-7skippedNo input-bearing subject for this rule
REV-COVERAGE-CHANGEE-7skippedNo input-bearing subject for this rule
REV-SERVICE-UNBILLEDE-7skippedNo input-bearing subject for this rule