Clients / Record workspace
Evan Reed
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
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
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
Mindful Note Review
| Note | Service date | Readiness | Review state |
|---|
No items in this view.
Units ledger
| Authorization / payer | Authorized | Delivered / approved / billed | Remaining / end |
|---|---|---|---|
| AU-MHUHC · Unknown · day Missing units/code, non-day units, overlapping authorization, or unapproved authorization; no inferred conversion | Unknown | Unknown / Unknown / Unknown | Unknown2026-11-06 |
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 | 2026-10-06 | failUHC · Clock overdue; MH-PHP: initial ISP on the day of admission. |
| Initial approval request sent to the planTIME-AUTH-REQUEST | 2026-10-07 | failUHC · Clock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt. |
| Psychiatric evaluationTIME-PSYCH-EVAL | 2026-10-08 | failUHC · 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-DECISION | 2026-10-13 | passUHC · Clock upcoming; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days. |
| Extension (continued-stay) requestTIME-EXT-REQUEST | 2026-10-13 | passUHC · 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-COMPREHENSIVE | 2026-11-05 | passUHC · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| Next treatment plan reviewTIME-ISP-REVIEW | 2026-11-05 | passUHC · 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-90 | 2027-01-04 | passUHC · 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 · date | Author · status | Evidence |
|---|---|---|
| demographics SHOW-3-FACE 2026-10-06 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-3 FACE No structured element list Created 2026-10-06T16:00:00-04:00 |
| plan SHOW-3-PLAN 2026-10-06 | Madison Price (S-16) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-3 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-10-06T16:00:00-04:00 |
| assessment SHOW-3-ASSESS 2026-10-06 | Madison Price (S-16) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-3 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 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 artifactDEMO RECORD SHOW-3 MEDS No structured element list Created 2026-10-06T16:00:00-04:00 |
| consent SHOW-3-CONSENT 2026-10-06 | Madison Price (S-16) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-3 CONSENT signature, signedDate Created 2026-10-06T16:00:00-04:00 |
| authorization SHOW-3-AUTH 2026-10-06 | Madison Price (S-16) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-3 AUTH No structured element list Created 2026-10-06T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F41.1 | SHOW-3-ASSESS | Dr. Quinn Mercer (S-09) |
| F41.1 | SHOW-3-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-3-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-3-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| H0035 | 3 sessions weekly 2026-11-05 | SHOW-3-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-3 | part2 · demo-payment UHC | 2026-10-06 through 2027-10-08 9 structured elements |
| CV-Evan Reed (C-0003) | UHC | 2026-07-26 through open ended Verified demo coverage |
Mailbox and team
Open messages →| Recorded activity | Status |
|---|---|
| Confirmation of receipt for Evan Reed (C-0003).CH-006 | Cataloged receipt |
| Team update recorded; not posted for Evan Reed (C-0003).CH-007 | Not posted |
Executed checks and source gaps
17 passed · 3 failed · 41 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| PLAN-ELEMENTSP-SHOW-3 | skipped | Rule does not apply to this level |
| ASSESS-MISSINGE-3 | skipped | Rule does not apply to this level |
| TIME-ISP-INITIALE-3:ISP-INITIAL | fail | Clock overdue; MH-PHP: initial ISP on the day of admission. |
| TIME-AUTH-REQUESTE-3:AUTH-REQUEST | fail | Clock overdue; Initial requests within 1 business day of admission; a late request starts on the date of receipt. |
| TIME-PSYCH-EVALE-3:PSYCH-EVAL | fail | Clock 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-DECISION | pass | Clock upcoming; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days. |
| TIME-EXT-REQUESTE-3:EXT-REQUEST:AU-MH | pass | Clock 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-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEWE-3:ISP-REVIEW | pass | Clock 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-90 | pass | Clock upcoming; Every 90 days of consecutive service. |
| CONS-DEMO-NAMEE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOBE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESSE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONEE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSNE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDERE-3 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAIDE-3 | skipped | Two comparable identity sources are required |
| CONS-DXE-3 | skipped | Primary applicable source unavailable: A-050 |
| CONS-MEDSE-3 | pass | Required inputs checked |
| CONS-LOCE-3 | skipped | Rule does not apply to this level |
| CONS-PAYERE-3 | skipped | No claim payer comparison available |
| CONS-DATESE-3 | skipped | No dated service documents |
| COMP-SIGNEDSHOW-3-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIGSHOW-3-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICESHOW-3-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLANSHOW-3-PLAN | skipped | Rule does not apply to this level |
| COMP-SIGNEDSHOW-3-PLAN | pass | Required inputs checked |
| COMP-ASSESS-ELEMENTSSHOW-3-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-3-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-3-MEDS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-3-CONSENT | pass | Required inputs checked |
| COMP-SIGNEDSHOW-3-AUTH | pass | Required inputs checked |
| COMP-MOUDE-3 | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-3-PLAN | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-3-ASSESS | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-A-3 | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-P-3 | skipped | Rule does not apply to this level |
| CLAR-ISP-FREQ-MISSINGPS-3 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIGPS-3 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERYPS-3 | skipped | Primary applicable source unavailable: A-026 |
| CLAR-GOALS-MEASURABLEE-3 | skipped | Rule does not apply to this level |
| CLAR-NOTE-GOAL-LINKE-3 | skipped | Rule does not apply to this level |
| CLAR-NOTE-TIME-SUPPORTE-3 | skipped | Rule does not apply to this level |
| CLAR-CONTRADICTIONE-3 | skipped | Rule does not apply to this level |
| ASAM-CONTINUED-STAYE-3 | skipped | Rule does not apply to this level |
| COMP-PART2-CONSENTCON-SHOW-3 | skipped | Primary applicable source unavailable: F-019 |
| COMP-PART2-DISCLOSURECON-SHOW-3 | skipped | Primary applicable source unavailable: F-020 |
| COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-3 | skipped | Primary applicable source unavailable: F-021 |
| REV-UNITS-OVER-AUTHAU-MH | skipped | Rule does not apply to this level |
| REV-UNITS-BURNAU-MH | skipped | Rule does not apply to this level |
| REV-ATTEND-NO-NOTEE-3 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPENE-3 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAGE-3 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIME-3 | skipped | Rule does not apply to this level |
| REV-CLAIM-NO-NOTEE-3 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLDE-3 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILINGE-3 | skipped | Rule does not apply to this level |
| REV-DENIAL-UNWORKEDE-3 | skipped | Rule does not apply to this level |
| REV-PAYER-CREDENTIALE-3 | skipped | Rule does not apply to this level |
| REV-COVERAGE-CHANGEE-3 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLEDE-3 | skipped | Rule does not apply to this level |