Workspace/Client recordPrivate demo
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SG

Clients / Record workspace

Sofia Grant

2.1 · HUMANA · Admitted 2026-09-23

Clocks & prior cases

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

Initial approval request needs reviewSofia Grant · E-4:AUTH-REQUESTUtilization reviewDue 2026-09-24urgent

DMAS fallback — verify payer contract

Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: HUMANA · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-24

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-12Note authorDue 2026-09-25urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-25

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-13Note authorDue 2026-09-28urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Attended session is missing its noteSofia Grant · SES-14Note authorDue 2026-09-28urgent

Attended day still has no note after the next business day

Source evidence
A-023, A-062 · REV-ATTEND-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Dana Patel · Note author · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Claim needs a matching approved noteSofia Grant · CL-ORPHANBillingDue 2026-10-09urgent

Condition requires review

Source evidence
A-034, A-062, F-017 · REV-CLAIM-NO-NOTE
Payer: HUMANA · 2.1 · open

Assigned to
Drew Santos · Billing · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Service day with no approval covering itSofia Grant · E-4:gapUtilization reviewDue 2026-10-09urgent

Condition requires review

Source evidence
A-011, A-052 · SERVICE-NO-AUTH
Payer: HUMANA · 2.1 · open

Assigned to
Cameron Lee · Utilization review · Due 2026-10-09

Open client record
A reply or acknowledgement does not resolve the finding.
Submitted note is waiting for approvalSofia Grant · N-FLOWNote approverDue 2026-09-28important

Condition requires review

Source evidence
Versioned house policy · REV-APPROVAL-LAG
Payer: HUMANA · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-09-28

Open client record
A reply or acknowledgement does not resolve the finding.
Denied claim needs follow-upSofia Grant · RM-SHOW-UNWORKEDBillingDue 2026-10-06important

House follow-up deadline; payer appeal clock is separately sourced

Source evidence
Versioned house policy · REV-DENIAL-UNWORKED
Payer: HUMANA · 2.1 · open

Assigned to
Drew Santos · Billing · Due 2026-10-06

Open client record
A reply or acknowledgement does not resolve the finding.
Multidimensional assessment missing dimensionsSofia Grant · AS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-021, A-048 · ASSESS-DIMENSIONS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Planned frequency needs clarificationSofia Grant · PS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
L-011 · CLAR-ISP-FREQ-AMBIG
Payer: HUMANA · 2.1 · 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 periodSofia Grant · PS-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-026 · CLAR-PLAN-VS-DELIVERY
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-050 · CONS-DX
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-049 · CONS-LOC
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comparable chart facts disagreeSofia Grant · E-4Clinical directorDue 2026-10-14important

Condition requires review

Source evidence
Versioned house policy · CONS-MEDS
Payer: HUMANA · 2.1 · open

Assigned to
Harper Brooks · Clinical director · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
flow mismatchSofia Grant · N-FLOWNote approverDue 2026-10-14important

Condition requires review

Source evidence
Versioned house policy · FLOW-MISMATCH
Payer: HUMANA · 2.1 · open

Assigned to
Dr. Tessa Nguyen · Note approver · Due 2026-10-14

Open client record
A reply or acknowledgement does not resolve the finding.
Comprehensive plan missing required elementsSofia Grant · P-4CClinical directorDue 2026-10-14important

Condition requires review

Source evidence
A-049, A-022 · PLAN-ELEMENTS
Payer: HUMANA · 2.1 · 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 rangeSofia Grant · E-4:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-015 · WEEK-HOURS
Payer: HUMANA · 2.1 · 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-FLOW →2026-09-27readymismatch

Units ledger

Authorization / payerAuthorizedDelivered / approved / billedRemaining / end
AU-FLOWHUMANA · H0015 · day11 / 0 / 002026-09-27

Claims and remittances

Claim · serviceUnits · payerStatus · related note
CLM-1
2026-09-28 · H0015		1 day
HUMANA		denied
No matched note supplied

Remittances and denial follow-up

ClaimDecision · dateFollow-up
CLM-1denied · 2026-10-01
DEMO-ATTACHMENT-MISSING		No work action recorded

Episode clocks

ClockDueResult / evidence
Initial treatment plan (initial ISP)TIME-ISP-INITIALExact anchor unavailableskippedHUMANA · Clock needs an exact source timestamp or anchor
Initial approval request sent to the planTIME-AUTH-REQUEST2026-09-24failHUMANA · DMAS fallback — verify payer contract
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-10-23passHUMANA · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Fee-for-service reconsideration (Acentra)TIME-FFS-RECONSIDERATION2026-10-27passHUMANA · Clock upcoming; Submitted in ANG within 30 calendar days of the initial determination letter, with added evidence. Late reconsiderations are denied as untimely, and this step must be exhausted before a DMAS appeal.
Next treatment plan reviewTIME-ISP-REVIEW2026-12-22passHUMANA · Clock upcoming; At least every 90 calendar days at ASAM 2.1, and whenever needs change. A plan not updated on time is "outdated".

Documents in this record

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

Document · dateAuthor · statusEvidence
note
D-N-FLOW
2026-09-27		Dana Patel (S-01)
signed · version 1
View supplied demo artifact

Synthetic workflow verification sample N-FLOW. No clinical content.

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-09-27T15:00:00-04:00
Signed 2026-09-27T16:00:00-04:00

Open Note Review →
demographics
SHOW-4-FACE
2026-09-23		Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 FACE

No structured element list

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

plan
SHOW-4-PLAN
2026-09-23		Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 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

assessment
SHOW-4-ASSESS
2026-09-23		Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 ASSESS

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

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

medication-list
SHOW-4-MEDS
2026-09-23		Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 MEDS

No structured element list

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

consent
SHOW-4-CONSENT
2026-09-23		Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 CONSENT

signature, signedDate

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

authorization
SHOW-4-AUTH
2026-09-23		Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-4 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-4-ASSESSDr. Quinn Mercer (S-09)
F11.20SHOW-4-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule		SHOW-4-MEDS · active
DEMO-MED-ADEMO-DOSE-B · demo-route
demo-schedule		SHOW-4-PLAN · active

Planned services

ServiceFrequency · targetSource
H00153 weekly and PRN
2026-10-23		SHOW-4-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-4part2 · demo-payment
HUMANA		2026-09-23 through 2027-10-08
9 structured elements
CV-Sofia Grant (C-0004)HUMANA2026-07-26 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Sofia Grant (C-0004).CH-008Cataloged receipt
Clarification requires follow-up for Sofia Grant (C-0004).CH-009Open clarification / follow-up
Team update recorded; not posted for Sofia Grant (C-0004).CH-010Not posted
Follow-up required for Sofia Grant (C-0004).CH-048Not sent

Executed checks and source gaps

47 passed · 17 failed · 21 skipped

Rule / subjectResultEvidence
NOTE-LATEN-FLOWpassRequired inputs checked
NOTE-UNSIGNEDN-FLOWpassRequired inputs checked
NOTE-NO-TIMEN-FLOWpassRequired inputs checked
NOTE-CLONEDN-FLOWpassRequired inputs checked
NOTE-COSIGNN-FLOWpassRequired inputs checked
NOTE-TIMESN-FLOWskippedMH time rule not applicable
GROUP-SIZEN-FLOWskippedGroup size not supplied or not a group note
SERVICE-NO-AUTHE-4:gapfailCondition requires review
ASSESS-DIMENSIONSAS-4failCondition requires review
PLAN-ELEMENTSP-4CfailCondition requires review
WEEK-HOURSE-4:2026-09-27failCondition requires review
DAY-HOURSE-4:2026-09-24passRequired inputs checked
DAY-HOURSE-4:2026-09-25passRequired inputs checked
DAY-HOURSE-4:2026-09-26passRequired inputs checked
DAY-HOURSE-4:2026-09-27passRequired inputs checked
WEEK-HOURSE-4:2026-09-20passRequired inputs checked
SERVICE-NO-AUTHE-4:pendingpassRequired inputs checked
PLAN-ELEMENTSP-SHOW-4passRequired inputs checked
ASSESS-DIMENSIONSAS-SHOW-4passRequired inputs checked
ASSESS-MISSINGE-4passRequired inputs checked
TIME-ISP-INITIALE-4:ISP-INITIALskippedClock needs an exact source timestamp or anchor
TIME-AUTH-REQUESTE-4:AUTH-REQUESTfailDMAS fallback — verify payer contract
TIME-ISP-COMPREHENSIVEE-4:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-FFS-RECONSIDERATIONE-4:FFS-RECONSIDERATION:D-FFSpassClock upcoming; Submitted in ANG within 30 calendar days of the initial determination letter, with added evidence. Late reconsiderations are denied as untimely, and this step must be exhausted before a DMAS appeal.
TIME-ISP-REVIEWE-4:ISP-REVIEWpassClock upcoming; At least every 90 calendar days at ASAM 2.1, and whenever needs change. A plan not updated on time is "outdated".
CONS-DEMO-NAMEE-4skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-4skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-4skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-4skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-4skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-4skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-4skippedTwo comparable identity sources are required
CONS-DXE-4failCondition requires review
CONS-MEDSE-4failCondition requires review
CONS-LOCE-4failCondition requires review
CONS-PAYERE-4passRequired inputs checked
CONS-DATESE-4passRequired inputs checked
COMP-NOTE-FIELDSD-N-FLOWpassRequired inputs checked
COMP-SIGNEDD-N-FLOWpassRequired inputs checked
COMP-SIGNEDSHOW-4-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-4-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-4-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-4-PLANpassRequired inputs checked
COMP-SIGNEDSHOW-4-PLANpassRequired inputs checked
COMP-ASSESS-PROFILESHOW-4-ASSESSpassRequired inputs checked
COMP-ASSESS-ELEMENTSSHOW-4-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-4-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-4-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-4-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-4-AUTHpassRequired inputs checked
COMP-MOUDE-4passRequired inputs checked
PEOPLE-CRED-SCOPESHOW-4-PLANpassRequired inputs checked
PEOPLE-CRED-SCOPESHOW-4-ASSESSpassRequired inputs checked
ASAM-DX-BY-LICENSEDDX-A-4passRequired inputs checked
ASAM-DX-BY-LICENSEDDX-P-4passRequired inputs checked
CLAR-ISP-FREQ-MISSINGPS-4passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-4failCondition requires review
CLAR-PLAN-VS-DELIVERYPS-4failCondition requires review
CLAR-GOALS-MEASURABLEE-4skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-GOAL-LINKE-4skippedNo qualified text-reader assessment supplied; not a pass
CLAR-NOTE-TIME-SUPPORTE-4skippedNo qualified text-reader assessment supplied; not a pass
CLAR-CONTRADICTIONE-4skippedNo qualified text-reader assessment supplied; not a pass
ASAM-CONTINUED-STAYE-4skippedNo qualified text-reader assessment supplied; not a pass
COMP-PART2-CONSENTCON-SHOW-4passRequired inputs checked
COMP-PART2-DISCLOSURECON-SHOW-4passRequired inputs checked
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-4skippedNot a criminal justice referral
REV-ATTEND-NO-NOTESES-12failAttended day still has no note after the next business day
REV-ATTEND-NO-NOTESES-13failAttended day still has no note after the next business day
REV-ATTEND-NO-NOTESES-14failAttended day still has no note after the next business day
REV-ATTEND-NO-NOTESES-15passNote exists
REV-NOTE-RETURNED-OPENN-FLOWpassRequired inputs checked
REV-APPROVAL-LAGN-FLOWfailCondition requires review
REV-LATE-ENTRY-HOLDN-FLOWpassRequired inputs checked
REV-APPROVED-NO-CLAIMN-FLOWskippedNote is not approved and ready
REV-TIMELY-FILINGN-FLOWskippedUnapproved note cannot be queued for filing
REV-SERVICE-UNBILLEDN-FLOWskippedNo separately billable configured service
FLOW-UNREVIEWEDN-FLOWpassRequired inputs checked
FLOW-MISMATCHN-FLOWfailCondition requires review
REV-CLAIM-NO-NOTECL-ORPHANfailCondition requires review
REV-PAYER-CREDENTIALCL-ORPHANpassRequired inputs checked
REV-COVERAGE-CHANGECL-ORPHANpassRequired inputs checked
REV-UNITS-OVER-AUTHAU-FLOWpassRequired inputs checked
REV-UNITS-BURNAU-FLOWskippedAuthorization period ended
PAYER-DENIAL-DEADLINERM-SHOW-UNWORKEDskippedGuide and claims website disagree on anchor.
REV-DENIAL-UNWORKEDRM-SHOW-UNWORKEDfailHouse follow-up deadline; payer appeal clock is separately sourced