Clients / Record workspace
Aisha Cole
Open an item for evidence, ownership and a review decision.
Initial approval request needs reviewAisha Cole · E-7:AUTH-REQUESTUtilization reviewDue 2026-09-24urgent
Verified payer profile
Source evidence
A-011 · TIME-AUTH-REQUEST
Payer: DMAS · 2.5 · open
Assigned to
Cameron Lee · Utilization review · Due 2026-09-24
No multidimensional assessment on fileAisha Cole · E-7Clinical directorDue 2026-10-14important
Condition requires review
Source evidence
A-021, A-048 · ASSESS-MISSING
Payer: DMAS · 2.5 · open
Assigned to
Harper Brooks · Clinical director · Due 2026-10-14
Delivery compared with complete planned periodAisha Cole · PS-7Clinical 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
Part 2 consent elementsAisha Cole · CON-SHOW-7IntakeDue 2026-10-14important
Condition requires review
Source evidence
F-019 · COMP-PART2-CONSENT
Payer: DMAS · 2.5 · open
Assigned to
Jamie Ross · Intake · Due 2026-10-14
Mindful Note Review
| Note | Service date | Readiness | Review state |
|---|
No items in this view.
Units ledger
| Authorization / payer | Authorized | Delivered / approved / billed | Remaining / end |
|---|
No items in this view.
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 | Exact anchor unavailable | skippedDMAS · Clock needs an exact source timestamp or anchor |
| Initial approval request sent to the planTIME-AUTH-REQUEST | 2026-09-24 | failDMAS · Verified payer profile |
| Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE | 2026-10-23 | passDMAS · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| Next treatment plan reviewTIME-ISP-REVIEW | 2026-10-23 | passDMAS · Clock upcoming; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated". |
| Member's appeal to the health plan (provider files only with the member's written consent)TIME-MEMBER-APPEAL-60 | 2026-12-05 | passDMAS · 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-7-FACE 2026-09-23 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-7 FACE No structured element list Created 2026-09-23T16:00:00-04:00 |
| plan SHOW-7-PLAN 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-7 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-09-23T16:00:00-04:00 |
| medication-list SHOW-7-MEDS 2026-09-23 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-7 MEDS No structured element list Created 2026-09-23T16:00:00-04:00 |
| consent SHOW-7-CONSENT 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-7 CONSENT signature, signedDate Created 2026-09-23T16:00:00-04:00 |
| authorization SHOW-7-AUTH 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-7 AUTH No structured element list Created 2026-09-23T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-7-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-7-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-7-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| S0201 | 3 sessions weekly 2026-10-23 | SHOW-7-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-7 | part2 · demo-payment DMAS | 2026-09-23 through 2027-10-08 8 structured elements |
| CV-Aisha Cole (C-0007) | DMAS | 2026-07-26 through open ended Verified demo coverage |
Mailbox and team
Open messages →| Recorded activity | Status |
|---|---|
| Confirmation of receipt for Aisha Cole (C-0007).CH-013 | Cataloged receipt |
| Question requires follow-up for Aisha Cole (C-0007).CH-014 | Open clarification / follow-up |
| Team update recorded; not posted for Aisha Cole (C-0007).CH-015 | Not posted |
Executed checks and source gaps
20 passed · 4 failed · 30 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| ASSESS-MISSINGE-7 | fail | Condition requires review |
| PLAN-ELEMENTSP-SHOW-7 | pass | Required inputs checked |
| TIME-ISP-INITIALE-7:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUESTE-7:AUTH-REQUEST | fail | Verified payer profile |
| TIME-ISP-COMPREHENSIVEE-7:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEWE-7:ISP-REVIEW | pass | Clock upcoming; At least every 30 calendar days at ASAM 2.5, and whenever needs change. A plan not updated on time is "outdated". |
| TIME-MEMBER-APPEAL-60E-7:MEMBER-APPEAL-60:D-NOCON | 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-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOBE-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESSE-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONEE-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSNE-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDERE-7 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAIDE-7 | skipped | Two comparable identity sources are required |
| CONS-DXE-7 | skipped | Two comparable current documents required |
| CONS-MEDSE-7 | pass | Required inputs checked |
| CONS-LOCE-7 | pass | Required inputs checked |
| CONS-PAYERE-7 | skipped | No claim payer comparison available |
| CONS-DATESE-7 | skipped | No dated service documents |
| COMP-SIGNEDSHOW-7-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIGSHOW-7-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICESHOW-7-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLANSHOW-7-PLAN | pass | Required inputs checked |
| COMP-SIGNEDSHOW-7-PLAN | pass | Required inputs checked |
| COMP-SIGNEDSHOW-7-MEDS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-7-CONSENT | pass | Required inputs checked |
| COMP-SIGNEDSHOW-7-AUTH | pass | Required inputs checked |
| COMP-MOUDE-7 | pass | Required inputs checked |
| PEOPLE-CRED-SCOPESHOW-7-PLAN | pass | Required inputs checked |
| ASAM-DX-BY-LICENSEDDX-P-7 | pass | Required inputs checked |
| CLAR-ISP-FREQ-MISSINGPS-7 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIGPS-7 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERYPS-7 | fail | Condition requires review |
| CLAR-GOALS-MEASURABLEE-7 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-GOAL-LINKE-7 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-TIME-SUPPORTE-7 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-CONTRADICTIONE-7 | skipped | No qualified text-reader assessment supplied; not a pass |
| ASAM-CONTINUED-STAYE-7 | skipped | No qualified text-reader assessment supplied; not a pass |
| COMP-PART2-CONSENTCON-SHOW-7 | fail | Condition requires review |
| COMP-PART2-DISCLOSURECON-SHOW-7 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-7 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTEE-7 | skipped | No input-bearing subject for this rule |
| REV-NOTE-RETURNED-OPENE-7 | skipped | No input-bearing subject for this rule |
| REV-APPROVAL-LAGE-7 | skipped | No input-bearing subject for this rule |
| REV-APPROVED-NO-CLAIME-7 | skipped | No input-bearing subject for this rule |
| REV-CLAIM-NO-NOTEE-7 | skipped | No input-bearing subject for this rule |
| REV-LATE-ENTRY-HOLDE-7 | skipped | No input-bearing subject for this rule |
| REV-UNITS-OVER-AUTHE-7 | skipped | No input-bearing subject for this rule |
| REV-UNITS-BURNE-7 | skipped | No input-bearing subject for this rule |
| REV-TIMELY-FILINGE-7 | skipped | No input-bearing subject for this rule |
| REV-DENIAL-UNWORKEDE-7 | skipped | No input-bearing subject for this rule |
| REV-PAYER-CREDENTIALE-7 | skipped | No input-bearing subject for this rule |
| REV-COVERAGE-CHANGEE-7 | skipped | No input-bearing subject for this rule |
| REV-SERVICE-UNBILLEDE-7 | skipped | No input-bearing subject for this rule |