Clients / Record workspace
Miles Carter
Open an item for evidence, ownership and a review decision.
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
Mindful Note Review
| Note | Service date | Readiness | Review state |
|---|---|---|---|
| N-SHOW-11-0 → | 2026-10-02 | not ready | not reviewed |
| N-SHOW-11-1 → | 2026-10-03 | not ready | not reviewed |
| N-SHOW-11-2 → | 2026-10-04 | not ready | not reviewed |
Units ledger
| Authorization / payer | Authorized | Delivered / approved / billed | Remaining / end |
|---|---|---|---|
| AU-DEMO-11AETNA · DEMO · day | 30 | 3 / 0 / 0 | 272026-11-02 |
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 | 2026-09-27 | failAETNA · Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs. |
| Initial approval request sent to the planTIME-AUTH-REQUEST | 2026-09-28 | passAETNA · Clock met; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| Plan's decision dueTIME-AUTH-DECISION | 2026-09-29 | passAETNA · Clock met; 72 hours from submission for ARTS service authorization requests (A-010, A-060). Receipt is not the anchor. |
| Active written discharge plan in the recordTIME-DISCHARGE-PLAN | 2026-10-11 | passAETNA · Clock due-soon; At least 7 calendar days before discharge at Level 3.3. |
| Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE | 2026-10-26 | passAETNA · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| Services must start within 30 days of the assessmentTIME-ASSESS-FRESH | 2026-10-26 | passAETNA · Clock met; If services start later than 30 days after the assessment is completed, the assessment has to be redone. |
| Next treatment plan reviewTIME-ISP-REVIEW | 2026-10-26 | passAETNA · Clock upcoming; At least every 30 calendar days at 3.3, and whenever needs change. A plan not updated on time is "outdated". |
| Extension (continued-stay) requestTIME-EXT-REQUEST | 2026-11-01 | passAETNA · Clock upcoming; DMAS-recommended window: before authorization ends and no more than 5 calendar days before its end. FFS follows these recommendations; MCO timing requires the signed payer contract (M-002). |
| Provider's informal appeal at DMASTIME-DMAS-PROVIDER-APPEAL-30 | Exact anchor unavailable | skippedAETNA · Primary applicable source unavailable: A-029 |
| Member's appeal to the health plan (provider files only with the member's written consent)TIME-MEMBER-APPEAL-60 | 2026-11-30 | passAETNA · 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 · date | Author · status | Evidence |
|---|---|---|
| demographics SHOW-11-FACE 2026-09-26 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 FACE No structured element list Created 2026-09-26T16:00:00-04:00 |
| plan SHOW-11-PLAN 2026-09-26 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-09-26T16:00:00-04:00 |
| assessment SHOW-11-ASSESS 2026-09-26 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 2026-09-26T16:00:00-04:00 |
| medication-list SHOW-11-MEDS 2026-09-26 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 MEDS No structured element list Created 2026-09-26T16:00:00-04:00 |
| consent SHOW-11-CONSENT 2026-09-26 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 CONSENT signature, signedDate Created 2026-09-26T16:00:00-04:00 |
| authorization SHOW-11-AUTH 2026-09-26 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-11 AUTH No structured element list Created 2026-09-26T16:00:00-04:00 |
| note D-N-SHOW-11-0 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO NOTE 11 0 setting, intervention, response, goal, humanSemanticReviewed Created 2026-10-02T16:00:00-04:00 |
| note D-N-SHOW-11-1 2026-10-03 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO NOTE 11 1 setting, intervention, response, goal, humanSemanticReviewed Created 2026-10-03T16:00:00-04:00 |
| note D-N-SHOW-11-2 2026-10-04 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO NOTE 11 2 setting, intervention, response, goal, humanSemanticReviewed Created 2026-10-04T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-11-ASSESS | Dr. Quinn Mercer (S-09) |
| F10.20 | SHOW-11-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-11-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-11-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| DEMO | 3 sessions weekly 2026-10-26 | SHOW-11-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-11 | part2 · demo-payment AETNA | 2026-09-26 through 2027-10-08 9 structured elements |
| CV-Miles Carter (C-0011) | AETNA | 2026-01-01 through open ended Verified demo coverage |
Mailbox and team
Open messages →| Recorded activity | Status |
|---|---|
| Confirmation of receipt for Miles Carter (C-0011).CH-023 | Cataloged receipt |
| Question requires follow-up for Miles Carter (C-0011).CH-024 | Open clarification / follow-up |
| Team update recorded; not posted for Miles Carter (C-0011).CH-025 | Not posted |
Executed checks and source gaps
29 passed · 1 failed · 88 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| NOTE-LATEN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-UNSIGNEDN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-NO-TIMEN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-CLONEDN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-COSIGNN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-TIMESN-SHOW-11-0 | skipped | Rule does not apply to this level |
| GROUP-SIZEN-SHOW-11-0 | skipped | Rule does not apply to this level |
| NOTE-LATEN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-UNSIGNEDN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-NO-TIMEN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-CLONEDN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-COSIGNN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-TIMESN-SHOW-11-1 | skipped | Rule does not apply to this level |
| GROUP-SIZEN-SHOW-11-1 | skipped | Rule does not apply to this level |
| NOTE-LATEN-SHOW-11-2 | skipped | Rule does not apply to this level |
| NOTE-UNSIGNEDN-SHOW-11-2 | skipped | Rule does not apply to this level |
| NOTE-NO-TIMEN-SHOW-11-2 | skipped | Rule does not apply to this level |
| NOTE-CLONEDN-SHOW-11-2 | skipped | Rule does not apply to this level |
| NOTE-COSIGNN-SHOW-11-2 | skipped | Rule does not apply to this level |
| NOTE-TIMESN-SHOW-11-2 | skipped | Rule does not apply to this level |
| GROUP-SIZEN-SHOW-11-2 | skipped | Rule does not apply to this level |
| DAY-HOURSE-11:2026-10-02 | skipped | Rule does not apply to this level |
| DAY-HOURSE-11:2026-10-03 | skipped | Rule does not apply to this level |
| DAY-HOURSE-11:2026-10-04 | skipped | Rule does not apply to this level |
| WEEK-HOURSE-11:2026-09-27 | skipped | Rule does not apply to this level |
| SERVICE-NO-AUTHE-11:gap | pass | Required inputs checked |
| SERVICE-NO-AUTHE-11:pending | pass | Required inputs checked |
| PLAN-ELEMENTSP-SHOW-11 | skipped | Rule does not apply to this level |
| ASSESS-DIMENSIONSAS-SHOW-11 | skipped | Rule does not apply to this level |
| ASSESS-MISSINGE-11 | skipped | Rule does not apply to this level |
| TIME-ISP-INITIALE-11:ISP-INITIAL | fail | Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs. |
| TIME-AUTH-REQUESTE-11:AUTH-REQUEST | pass | Clock met; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| TIME-AUTH-DECISIONE-11:AUTH-DECISION | pass | Clock met; 72 hours from submission for ARTS service authorization requests (A-010, A-060). Receipt is not the anchor. |
| TIME-DISCHARGE-PLANE-11:DISCHARGE-PLAN | pass | Clock due-soon; At least 7 calendar days before discharge at Level 3.3. |
| TIME-ISP-COMPREHENSIVEE-11:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ASSESS-FRESHE-11:ASSESS-FRESH | pass | Clock met; If services start later than 30 days after the assessment is completed, the assessment has to be redone. |
| TIME-ISP-REVIEWE-11:ISP-REVIEW | pass | Clock upcoming; At least every 30 calendar days at 3.3, and whenever needs change. A plan not updated on time is "outdated". |
| TIME-EXT-REQUESTE-11:EXT-REQUEST:AU-DEMO-11 | pass | Clock upcoming; DMAS-recommended window: before authorization ends and no more than 5 calendar days before its end. FFS follows these recommendations; MCO timing requires the signed payer contract (M-002). |
| TIME-DMAS-PROVIDER-APPEAL-30E-11:DMAS-PROVIDER-APPEAL-30:D-SHOW-11 | skipped | Primary applicable source unavailable: A-029 |
| TIME-MEMBER-APPEAL-60E-11:MEMBER-APPEAL-60:D-SHOW-11 | pass | Clock 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-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOBE-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESSE-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONEE-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSNE-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDERE-11 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAIDE-11 | skipped | Two comparable identity sources are required |
| CONS-DXE-11 | pass | Required inputs checked |
| CONS-MEDSE-11 | pass | Required inputs checked |
| CONS-LOCE-11 | skipped | Rule does not apply to this level |
| CONS-PAYERE-11 | skipped | No claim payer comparison available |
| CONS-DATESE-11 | pass | Required inputs checked |
| COMP-SIGNEDSHOW-11-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIGSHOW-11-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICESHOW-11-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLANSHOW-11-PLAN | skipped | Rule does not apply to this level |
| COMP-SIGNEDSHOW-11-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILESHOW-11-ASSESS | skipped | Rule does not apply to this level |
| COMP-ASSESS-ELEMENTSSHOW-11-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-11-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-11-MEDS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-11-CONSENT | pass | Required inputs checked |
| COMP-SIGNEDSHOW-11-AUTH | pass | Required inputs checked |
| COMP-NOTE-FIELDSD-N-SHOW-11-0 | skipped | Rule does not apply to this level |
| COMP-SIGNEDD-N-SHOW-11-0 | pass | Required inputs checked |
| COMP-NOTE-FIELDSD-N-SHOW-11-1 | skipped | Rule does not apply to this level |
| COMP-SIGNEDD-N-SHOW-11-1 | pass | Required inputs checked |
| COMP-NOTE-FIELDSD-N-SHOW-11-2 | skipped | Rule does not apply to this level |
| COMP-SIGNEDD-N-SHOW-11-2 | pass | Required inputs checked |
| COMP-MOUDE-11 | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-11-PLAN | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-11-ASSESS | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-A-11 | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-P-11 | skipped | Rule does not apply to this level |
| CLAR-ISP-FREQ-MISSINGPS-11 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIGPS-11 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERYPS-11 | skipped | Primary applicable source unavailable: A-026 |
| CLAR-GOALS-MEASURABLEE-11 | skipped | Rule does not apply to this level |
| CLAR-NOTE-GOAL-LINKE-11 | skipped | Rule does not apply to this level |
| CLAR-NOTE-TIME-SUPPORTE-11 | skipped | Rule does not apply to this level |
| CLAR-CONTRADICTIONE-11 | skipped | Rule does not apply to this level |
| ASAM-CONTINUED-STAYE-11 | skipped | Rule does not apply to this level |
| COMP-PART2-CONSENTCON-SHOW-11 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURECON-SHOW-11 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-11 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTESES-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-ATTEND-NO-NOTESES-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-ATTEND-NO-NOTESES-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPENN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAGN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLDN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIMN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILINGN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLEDN-SHOW-11-0 | skipped | Rule does not apply to this level |
| FLOW-UNREVIEWEDN-SHOW-11-0 | skipped | Rule does not apply to this level |
| FLOW-MISMATCHN-SHOW-11-0 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPENN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAGN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLDN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIMN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILINGN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLEDN-SHOW-11-1 | skipped | Rule does not apply to this level |
| FLOW-UNREVIEWEDN-SHOW-11-1 | skipped | Rule does not apply to this level |
| FLOW-MISMATCHN-SHOW-11-1 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPENN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAGN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLDN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIMN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILINGN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLEDN-SHOW-11-2 | skipped | Rule does not apply to this level |
| FLOW-UNREVIEWEDN-SHOW-11-2 | skipped | Rule does not apply to this level |
| FLOW-MISMATCHN-SHOW-11-2 | skipped | Rule does not apply to this level |
| REV-UNITS-OVER-AUTHAU-DEMO-11 | skipped | Rule does not apply to this level |
| REV-UNITS-BURNAU-DEMO-11 | skipped | Rule does not apply to this level |
| REV-CLAIM-NO-NOTEE-11 | skipped | Rule does not apply to this level |
| REV-DENIAL-UNWORKEDE-11 | skipped | Rule does not apply to this level |
| REV-PAYER-CREDENTIALE-11 | skipped | Rule does not apply to this level |
| REV-COVERAGE-CHANGEE-11 | skipped | Rule does not apply to this level |