Workspace/Client recordPrivate demo
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Clients / Record workspace

Sam Rivera

2.5 · DMAS · Admitted 2026-09-26

Clocks & prior cases

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

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.
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.
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.
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.
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.

Mindful Note Review

NoteService dateReadinessReview state
N-SHOW-21-0 →2026-10-02readyreconciled
N-SHOW-21-1 →2026-10-03readyreconciled
N-SHOW-21-2 →2026-10-04readyreconciled
N-DEMO-APPROVED →2026-09-30readyapproved

Units ledger

Authorization / payerAuthorizedDelivered / approved / billedRemaining / end
AU-DEMO-21DMAS · S0201 · day304 / 4 / 3262026-11-02

Claims and remittances

Claim · serviceUnits · payerStatus · related note
CLM-SHOW-21-0
2026-10-02 · S0201
1 day
DMAS
denied
N-SHOW-21-0
CLM-SHOW-21-1
2026-10-03 · S0201
1 day
DMAS
submitted
N-SHOW-21-1
CLM-SHOW-21-2
2026-10-04 · S0201
1 day
DMAS
submitted
N-SHOW-21-2

Remittances and denial follow-up

ClaimDecision · dateFollow-up
CLM-SHOW-21-0denied · 2026-10-04
DEMO-REVIEW
2026-10-05
CLM-SHOW-21-1partial · 2026-10-05
DEMO-REVIEW
No work action recorded
CLM-SHOW-21-2partial · 2026-10-06
DEMO-REVIEW
No work action recorded

Episode clocks

ClockDueResult / evidence
Initial treatment plan (initial ISP)TIME-ISP-INITIAL2026-09-27failDMAS · Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.
Initial approval request sent to the planTIME-AUTH-REQUEST2026-09-28failDMAS · Verified payer profile
Plan's decision dueTIME-AUTH-DECISION2026-09-29passDMAS · Verified payer profile; exact due 2026-09-29T13:00:00.000Z
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-10-26passDMAS · 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-FRESH2026-10-26passDMAS · 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-REVIEW2026-10-26passDMAS · Clock upcoming; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated".
Extension (continued-stay) requestTIME-EXT-REQUEST2026-11-01passDMAS · Verified payer profile
Provider's informal appeal at DMASTIME-DMAS-PROVIDER-APPEAL-30Exact anchor unavailableskippedDMAS · Primary applicable source unavailable: A-029
No contact for 31 days: discharge decisionTIME-NO-CONTACT-312026-11-07passDMAS · Clock upcoming; A lapse of more than 31 consecutive days with no communication means the program shall discharge the person. This date is the day to decide, one day early on purpose.
Member's appeal to the health plan (provider files only with the member's written consent)TIME-MEMBER-APPEAL-602026-11-30passDMAS · 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-21-FACE
2026-09-26
Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 FACE

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

plan
SHOW-21-PLAN
2026-09-26
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 PLAN

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

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

assessment
SHOW-21-ASSESS
2026-09-26
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 ASSESS

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

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

medication-list
SHOW-21-MEDS
2026-09-26
Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 MEDS

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

consent
SHOW-21-CONSENT
2026-09-26
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 CONSENT

signature, signedDate

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

authorization
SHOW-21-AUTH
2026-09-26
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-21 AUTH

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

note
D-N-SHOW-21-0
2026-10-02
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO NOTE 21 0

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

Open Note Review →
note
D-N-SHOW-21-1
2026-10-03
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO NOTE 21 1

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-10-03T16:00:00-04:00
Signed 2026-10-03T16:00:00-04:00

Open Note Review →
note
D-N-SHOW-21-2
2026-10-04
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO NOTE 21 2

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-10-04T16:00:00-04:00
Signed 2026-10-04T16:00:00-04:00

Open Note Review →
note
D-N-DEMO-APPROVED
2026-09-30
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO QUEUE N-DEMO-APPROVED

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-09-30T16:00:00-04:00
Signed 2026-09-30T16:00:00-04:00

Open Note Review →

Diagnoses, medication and planned services

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

Diagnoses

CodeDocumentRecorded by
F10.20SHOW-21-ASSESSDr. Quinn Mercer (S-09)
F10.20SHOW-21-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-21-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-21-PLAN · active

Planned services

ServiceFrequency · targetSource
S02013 sessions weekly
2026-10-26
SHOW-21-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-21part2 · demo-payment
DMAS
2026-09-26 through 2027-10-08
9 structured elements
CV-Sam Rivera (C-0021)DMAS2026-01-01 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Sam Rivera (C-0021).CH-044Cataloged receipt
Clarification requires follow-up for Sam Rivera (C-0021).CH-045Open clarification / follow-up
Team update recorded; not posted for Sam Rivera (C-0021).CH-046Not posted
Follow-up required for Sam Rivera (C-0021).CH-049Not sent

Executed checks and source gaps

113 passed · 5 failed · 29 skipped

Rule / subjectResultEvidence
NOTE-LATEN-SHOW-21-0passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-21-0passRequired inputs checked
NOTE-NO-TIMEN-SHOW-21-0passRequired inputs checked
NOTE-CLONEDN-SHOW-21-0passRequired inputs checked
NOTE-COSIGNN-SHOW-21-0passRequired inputs checked
NOTE-TIMESN-SHOW-21-0skippedMH time rule not applicable
GROUP-SIZEN-SHOW-21-0skippedGroup size not supplied or not a group note
NOTE-LATEN-SHOW-21-1passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-21-1passRequired inputs checked
NOTE-NO-TIMEN-SHOW-21-1passRequired inputs checked
NOTE-CLONEDN-SHOW-21-1passRequired inputs checked
NOTE-COSIGNN-SHOW-21-1passRequired inputs checked
NOTE-TIMESN-SHOW-21-1skippedMH time rule not applicable
GROUP-SIZEN-SHOW-21-1skippedGroup size not supplied or not a group note
NOTE-LATEN-SHOW-21-2passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-21-2passRequired inputs checked
NOTE-NO-TIMEN-SHOW-21-2passRequired inputs checked
NOTE-CLONEDN-SHOW-21-2passRequired inputs checked
NOTE-COSIGNN-SHOW-21-2passRequired inputs checked
NOTE-TIMESN-SHOW-21-2skippedMH time rule not applicable
GROUP-SIZEN-SHOW-21-2skippedGroup size not supplied or not a group note
NOTE-LATEN-DEMO-APPROVEDpassRequired inputs checked
NOTE-UNSIGNEDN-DEMO-APPROVEDpassRequired inputs checked
NOTE-NO-TIMEN-DEMO-APPROVEDpassRequired inputs checked
NOTE-CLONEDN-DEMO-APPROVEDpassRequired inputs checked
NOTE-COSIGNN-DEMO-APPROVEDpassRequired inputs checked
NOTE-TIMESN-DEMO-APPROVEDskippedMH time rule not applicable
GROUP-SIZEN-DEMO-APPROVEDskippedGroup size not supplied or not a group note
WEEK-HOURSE-21:2026-09-27failCondition requires review
DAY-HOURSE-21:2026-10-02passRequired inputs checked
DAY-HOURSE-21:2026-10-03passRequired inputs checked
DAY-HOURSE-21:2026-10-04passRequired inputs checked
SERVICE-NO-AUTHE-21:gappassRequired inputs checked
SERVICE-NO-AUTHE-21:pendingpassRequired inputs checked
PLAN-ELEMENTSP-SHOW-21passRequired inputs checked
ASSESS-DIMENSIONSAS-SHOW-21passRequired inputs checked
ASSESS-MISSINGE-21passRequired inputs checked
TIME-ISP-INITIALE-21:ISP-INITIALfailClock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.
TIME-AUTH-REQUESTE-21:AUTH-REQUESTfailVerified payer profile
TIME-AUTH-DECISIONE-21:AUTH-DECISIONpassVerified payer profile; exact due 2026-09-29T13:00:00.000Z
TIME-ISP-COMPREHENSIVEE-21:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ASSESS-FRESHE-21:ASSESS-FRESHpassClock met; If services start later than 30 days after the assessment is completed, the assessment has to be redone.
TIME-ISP-REVIEWE-21: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-EXT-REQUESTE-21:EXT-REQUEST:AU-DEMO-21passVerified payer profile
TIME-DMAS-PROVIDER-APPEAL-30E-21:DMAS-PROVIDER-APPEAL-30:D-SHOW-21skippedPrimary applicable source unavailable: A-029
TIME-NO-CONTACT-31E-21:NO-CONTACT-31passClock upcoming; A lapse of more than 31 consecutive days with no communication means the program shall discharge the person. This date is the day to decide, one day early on purpose.
TIME-MEMBER-APPEAL-60E-21:MEMBER-APPEAL-60:D-SHOW-21passClock 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-21skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-21skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-21skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-21skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-21skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-21skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-21skippedTwo comparable identity sources are required
CONS-DXE-21passRequired inputs checked
CONS-MEDSE-21passRequired inputs checked
CONS-LOCE-21passRequired inputs checked
CONS-PAYERE-21passRequired inputs checked
CONS-DATESE-21passRequired inputs checked
COMP-SIGNEDSHOW-21-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-21-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-21-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-21-PLANpassRequired inputs checked
COMP-SIGNEDSHOW-21-PLANpassRequired inputs checked
COMP-ASSESS-PROFILESHOW-21-ASSESSpassRequired inputs checked
COMP-ASSESS-ELEMENTSSHOW-21-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-21-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-21-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-21-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-21-AUTHpassRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-21-0passRequired inputs checked
COMP-SIGNEDD-N-SHOW-21-0passRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-21-1passRequired inputs checked
COMP-SIGNEDD-N-SHOW-21-1passRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-21-2passRequired inputs checked
COMP-SIGNEDD-N-SHOW-21-2passRequired inputs checked
COMP-NOTE-FIELDSD-N-DEMO-APPROVEDpassRequired inputs checked
COMP-SIGNEDD-N-DEMO-APPROVEDpassRequired inputs checked
COMP-MOUDE-21passRequired inputs checked
PEOPLE-CRED-SCOPESHOW-21-PLANpassRequired inputs checked
PEOPLE-CRED-SCOPESHOW-21-ASSESSpassRequired inputs checked
ASAM-DX-BY-LICENSEDDX-A-21passRequired inputs checked
ASAM-DX-BY-LICENSEDDX-P-21passRequired inputs checked
CLAR-ISP-FREQ-MISSINGPS-21passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-21passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-21failCondition requires review
CLAR-GOALS-MEASURABLEE-21skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-GOAL-LINKE-21skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-TIME-SUPPORTE-21skippedNo qualified text-reader assessment supplied; not a pass
CLAR-CONTRADICTIONE-21skippedNo qualified text-reader assessment supplied; not a pass
ASAM-CONTINUED-STAYE-21skippedNo qualified text-reader assessment supplied; not a pass
COMP-PART2-CONSENTCON-SHOW-21passRequired inputs checked
COMP-PART2-DISCLOSURECON-SHOW-21passRequired inputs checked
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-21skippedNot a criminal justice referral
REV-ATTEND-NO-NOTESES-SHOW-21-0passNote exists
REV-ATTEND-NO-NOTESES-SHOW-21-1passNote exists
REV-ATTEND-NO-NOTESES-SHOW-21-2passNote exists
REV-ATTEND-NO-NOTESES-N-DEMO-APPROVEDpassNote exists
REV-NOTE-RETURNED-OPENN-SHOW-21-0passRequired inputs checked
REV-APPROVAL-LAGN-SHOW-21-0passRequired inputs checked
REV-LATE-ENTRY-HOLDN-SHOW-21-0passRequired inputs checked
REV-APPROVED-NO-CLAIMN-SHOW-21-0passRequired inputs checked
REV-TIMELY-FILINGN-SHOW-21-0passVerified payer profile
REV-SERVICE-UNBILLEDN-SHOW-21-0skippedNo separately billable configured service
FLOW-UNREVIEWEDN-SHOW-21-0passRequired inputs checked
FLOW-MISMATCHN-SHOW-21-0passRequired inputs checked
REV-NOTE-RETURNED-OPENN-SHOW-21-1passRequired inputs checked
REV-APPROVAL-LAGN-SHOW-21-1passRequired inputs checked
REV-LATE-ENTRY-HOLDN-SHOW-21-1passRequired inputs checked
REV-APPROVED-NO-CLAIMN-SHOW-21-1passRequired inputs checked
REV-TIMELY-FILINGN-SHOW-21-1passVerified payer profile
REV-SERVICE-UNBILLEDN-SHOW-21-1skippedNo separately billable configured service
FLOW-UNREVIEWEDN-SHOW-21-1passRequired inputs checked
FLOW-MISMATCHN-SHOW-21-1passRequired inputs checked
REV-NOTE-RETURNED-OPENN-SHOW-21-2passRequired inputs checked
REV-APPROVAL-LAGN-SHOW-21-2passRequired inputs checked
REV-LATE-ENTRY-HOLDN-SHOW-21-2passRequired inputs checked
REV-APPROVED-NO-CLAIMN-SHOW-21-2passRequired inputs checked
REV-TIMELY-FILINGN-SHOW-21-2passVerified payer profile
REV-SERVICE-UNBILLEDN-SHOW-21-2skippedNo separately billable configured service
FLOW-UNREVIEWEDN-SHOW-21-2passRequired inputs checked
FLOW-MISMATCHN-SHOW-21-2passRequired inputs checked
REV-NOTE-RETURNED-OPENN-DEMO-APPROVEDpassRequired inputs checked
REV-APPROVAL-LAGN-DEMO-APPROVEDpassRequired inputs checked
REV-LATE-ENTRY-HOLDN-DEMO-APPROVEDpassRequired inputs checked
REV-APPROVED-NO-CLAIMN-DEMO-APPROVEDfailCondition requires review
REV-TIMELY-FILINGN-DEMO-APPROVEDpassVerified payer profile
REV-SERVICE-UNBILLEDN-DEMO-APPROVEDskippedNo separately billable configured service
FLOW-UNREVIEWEDN-DEMO-APPROVEDpassRequired inputs checked
FLOW-MISMATCHN-DEMO-APPROVEDpassRequired inputs checked
REV-CLAIM-NO-NOTECL-CLM-SHOW-21-0passRequired inputs checked
REV-PAYER-CREDENTIALCL-CLM-SHOW-21-0passRequired inputs checked
REV-COVERAGE-CHANGECL-CLM-SHOW-21-0passRequired inputs checked
REV-CLAIM-NO-NOTECL-CLM-SHOW-21-1passRequired inputs checked
REV-PAYER-CREDENTIALCL-CLM-SHOW-21-1passRequired inputs checked
REV-COVERAGE-CHANGECL-CLM-SHOW-21-1passRequired inputs checked
REV-CLAIM-NO-NOTECL-CLM-SHOW-21-2passRequired inputs checked
REV-PAYER-CREDENTIALCL-CLM-SHOW-21-2passRequired inputs checked
REV-COVERAGE-CHANGECL-CLM-SHOW-21-2passRequired inputs checked
REV-UNITS-OVER-AUTHAU-DEMO-21passRequired inputs checked
REV-UNITS-BURNAU-DEMO-21passRequired inputs checked
PAYER-DENIAL-DEADLINERM-CLM-SHOW-21-0skippedNo verified payer field or applicable DMAS fallback
REV-DENIAL-UNWORKEDRM-CLM-SHOW-21-0passHouse follow-up deadline; payer appeal clock is separately sourced
PAYER-DENIAL-DEADLINERM-CLM-SHOW-21-1skippedNo denial
REV-DENIAL-UNWORKEDRM-CLM-SHOW-21-1passHouse follow-up deadline; payer appeal clock is separately sourced
PAYER-DENIAL-DEADLINERM-CLM-SHOW-21-2skippedNo denial
REV-DENIAL-UNWORKEDRM-CLM-SHOW-21-2passHouse follow-up deadline; payer appeal clock is separately sourced