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Clients / Record workspace

Evan Reed

MH-PHP · UHC · Admitted 2026-10-06

Clocks & prior cases

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

Initial approval request needs reviewEvan Reed · E-3:AUTH-REQUESTUtilization reviewDue 2026-10-07urgent

Clock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt.

Source evidence
A-041 · TIME-AUTH-REQUEST
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-07

Open client record
A reply or acknowledgement does not resolve the finding.
Initial treatment plan (initial ISP)Evan Reed · E-3:ISP-INITIALUtilization reviewDue 2026-10-06important

Clock overdue; MH-PHP: initial ISP on the day of admission.

Source evidence
A-046, L-010 · TIME-ISP-INITIAL
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-06

Open client record
A reply or acknowledgement does not resolve the finding.
Psychiatric evaluationEvan Reed · E-3:PSYCH-EVALUtilization reviewDue 2026-10-08important

Clock overdue; Within 48 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.

Source evidence
A-046 · TIME-PSYCH-EVAL
Payer: UHC · MH-PHP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-08

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
AU-MHUHC · Unknown · day
Missing units/code, non-day units, overlapping authorization, or unapproved authorization; no inferred conversion
UnknownUnknown / Unknown / UnknownUnknown2026-11-06

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-INITIAL2026-10-06failUHC · Clock overdue; MH-PHP: initial ISP on the day of admission.
Initial approval request sent to the planTIME-AUTH-REQUEST2026-10-07failUHC · Clock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt.
Psychiatric evaluationTIME-PSYCH-EVAL2026-10-08failUHC · Clock overdue; Within 48 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.
Plan's decision dueTIME-AUTH-DECISION2026-10-13passUHC · Clock upcoming; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days.
Extension (continued-stay) requestTIME-EXT-REQUEST2026-10-13passUHC · Clock upcoming; File continued-stay requests by the actual requested start date. A late request begins on the date of receipt.
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-11-05passUHC · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Next treatment plan reviewTIME-ISP-REVIEW2026-11-05passUHC · Clock upcoming; At least every 30 calendar days at MH-PHP, and whenever needs change. A plan not updated on time is "outdated".
Updated assessment (continued medical necessity)TIME-ASSESS-UPDATE-902027-01-04passUHC · Clock upcoming; Every 90 days of consecutive service.

Documents in this record

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

Document · dateAuthor · statusEvidence
demographics
SHOW-3-FACE
2026-10-06
Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 FACE

No structured element list

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

plan
SHOW-3-PLAN
2026-10-06
Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 PLAN

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

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

assessment
SHOW-3-ASSESS
2026-10-06
Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 ASSESS

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

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

medication-list
SHOW-3-MEDS
2026-10-06
Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 MEDS

No structured element list

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

consent
SHOW-3-CONSENT
2026-10-06
Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 CONSENT

signature, signedDate

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

authorization
SHOW-3-AUTH
2026-10-06
Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-3 AUTH

No structured element list

Created 2026-10-06T16:00:00-04:00
Signed 2026-10-06T16:00:00-04:00

Diagnoses, medication and planned services

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

Diagnoses

CodeDocumentRecorded by
F41.1SHOW-3-ASSESSDr. Quinn Mercer (S-09)
F41.1SHOW-3-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-3-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-3-PLAN · active

Planned services

ServiceFrequency · targetSource
H00353 sessions weekly
2026-11-05
SHOW-3-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-3part2 · demo-payment
UHC
2026-10-06 through 2027-10-08
9 structured elements
CV-Evan Reed (C-0003)UHC2026-07-26 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Evan Reed (C-0003).CH-006Cataloged receipt
Team update recorded; not posted for Evan Reed (C-0003).CH-007Not posted

Executed checks and source gaps

17 passed · 3 failed · 41 skipped

Rule / subjectResultEvidence
PLAN-ELEMENTSP-SHOW-3skippedRule does not apply to this level
ASSESS-MISSINGE-3skippedRule does not apply to this level
TIME-ISP-INITIALE-3:ISP-INITIALfailClock overdue; MH-PHP: initial ISP on the day of admission.
TIME-AUTH-REQUESTE-3:AUTH-REQUESTfailClock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt.
TIME-PSYCH-EVALE-3:PSYCH-EVALfailClock overdue; Within 48 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.
TIME-AUTH-DECISIONE-3:AUTH-DECISIONpassClock upcoming; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days.
TIME-EXT-REQUESTE-3:EXT-REQUEST:AU-MHpassClock upcoming; File continued-stay requests by the actual requested start date. A late request begins on the date of receipt.
TIME-ISP-COMPREHENSIVEE-3:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ISP-REVIEWE-3:ISP-REVIEWpassClock upcoming; At least every 30 calendar days at MH-PHP, and whenever needs change. A plan not updated on time is "outdated".
TIME-ASSESS-UPDATE-90E-3:ASSESS-UPDATE-90passClock upcoming; Every 90 days of consecutive service.
CONS-DEMO-NAMEE-3skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-3skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-3skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-3skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-3skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-3skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-3skippedTwo comparable identity sources are required
CONS-DXE-3skippedPrimary applicable source unavailable: A-050
CONS-MEDSE-3passRequired inputs checked
CONS-LOCE-3skippedRule does not apply to this level
CONS-PAYERE-3skippedNo claim payer comparison available
CONS-DATESE-3skippedNo dated service documents
COMP-SIGNEDSHOW-3-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-3-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-3-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-3-PLANskippedRule does not apply to this level
COMP-SIGNEDSHOW-3-PLANpassRequired inputs checked
COMP-ASSESS-ELEMENTSSHOW-3-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-3-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-3-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-3-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-3-AUTHpassRequired inputs checked
COMP-MOUDE-3skippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-3-PLANskippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-3-ASSESSskippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-A-3skippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-P-3skippedRule does not apply to this level
CLAR-ISP-FREQ-MISSINGPS-3passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-3passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-3skippedPrimary applicable source unavailable: A-026
CLAR-GOALS-MEASURABLEE-3skippedRule does not apply to this level
CLAR-NOTE-GOAL-LINKE-3skippedRule does not apply to this level
CLAR-NOTE-TIME-SUPPORTE-3skippedRule does not apply to this level
CLAR-CONTRADICTIONE-3skippedRule does not apply to this level
ASAM-CONTINUED-STAYE-3skippedRule does not apply to this level
COMP-PART2-CONSENTCON-SHOW-3skippedPrimary applicable source unavailable: F-019
COMP-PART2-DISCLOSURECON-SHOW-3skippedPrimary applicable source unavailable: F-020
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-3skippedPrimary applicable source unavailable: F-021
REV-UNITS-OVER-AUTHAU-MHskippedRule does not apply to this level
REV-UNITS-BURNAU-MHskippedRule does not apply to this level
REV-ATTEND-NO-NOTEE-3skippedRule does not apply to this level
REV-NOTE-RETURNED-OPENE-3skippedRule does not apply to this level
REV-APPROVAL-LAGE-3skippedRule does not apply to this level
REV-APPROVED-NO-CLAIME-3skippedRule does not apply to this level
REV-CLAIM-NO-NOTEE-3skippedRule does not apply to this level
REV-LATE-ENTRY-HOLDE-3skippedRule does not apply to this level
REV-TIMELY-FILINGE-3skippedRule does not apply to this level
REV-DENIAL-UNWORKEDE-3skippedRule does not apply to this level
REV-PAYER-CREDENTIALE-3skippedRule does not apply to this level
REV-COVERAGE-CHANGEE-3skippedRule does not apply to this level
REV-SERVICE-UNBILLEDE-3skippedRule does not apply to this level