Clients / Record workspace
Theo Morgan
Open an item for evidence, ownership and a review decision.
Initial approval request needs reviewTheo Morgan · E-8:AUTH-REQUESTUtilization reviewDue 2026-10-05urgent
Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002).
Source evidence
A-011, M-002 · TIME-AUTH-REQUEST
Payer: DMAS · 3.1 · open
Assigned to
Cameron Lee · Utilization review · Due 2026-10-05
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 | 2026-10-05 | failDMAS · Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE | 2026-11-01 | passDMAS · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| Next treatment plan reviewTIME-ISP-REVIEW | 2026-11-01 | passDMAS · Clock upcoming; At least every 30 calendar days at 3.1, 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 A plan not updated on time is "outdated".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 · date | Author · status | Evidence |
|---|---|---|
| demographics SHOW-8-FACE 2026-10-02 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 FACE No structured element list Created 2026-10-02T16:00:00-04:00 |
| plan SHOW-8-PLAN 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-10-02T16:00:00-04:00 |
| assessment SHOW-8-ASSESS 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 2026-10-02T16:00:00-04:00 |
| medication-list SHOW-8-MEDS 2026-10-02 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 MEDS No structured element list Created 2026-10-02T16:00:00-04:00 |
| consent SHOW-8-CONSENT 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 CONSENT signature, signedDate Created 2026-10-02T16:00:00-04:00 |
| authorization SHOW-8-AUTH 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 AUTH No structured element list Created 2026-10-02T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-8-ASSESS | Dr. Quinn Mercer (S-09) |
| F10.20 | SHOW-8-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-8-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-8-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| DEMO | 3 sessions weekly 2026-11-01 | SHOW-8-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-8 | part2 · demo-payment DMAS | 2026-10-02 through 2027-10-08 9 structured elements |
| CV-Theo Morgan (C-0008) | DMAS | 2026-07-26 through open ended Verified demo coverage |
Mailbox and team
Open messages →| Recorded activity | Status |
|---|---|
| Confirmation of receipt for Theo Morgan (C-0008).CH-016 | Cataloged receipt |
| Team update recorded; not posted for Theo Morgan (C-0008).CH-017 | Not posted |
Executed checks and source gaps
17 passed · 1 failed · 41 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| PLAN-ELEMENTSP-SHOW-8 | skipped | Rule does not apply to this level |
| ASSESS-DIMENSIONSAS-SHOW-8 | skipped | Rule does not apply to this level |
| ASSESS-MISSINGE-8 | skipped | Rule does not apply to this level |
| TIME-ISP-INITIALE-8:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUESTE-8:AUTH-REQUEST | fail | Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| TIME-ISP-COMPREHENSIVEE-8:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEWE-8:ISP-REVIEW | pass | Clock upcoming; At least every 30 calendar days at 3.1, and whenever needs change. A plan not updated on time is "outdated". |
| CONS-DEMO-NAMEE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOBE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESSE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONEE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSNE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDERE-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAIDE-8 | skipped | Two comparable identity sources are required |
| CONS-DXE-8 | pass | Required inputs checked |
| CONS-MEDSE-8 | pass | Required inputs checked |
| CONS-LOCE-8 | skipped | Rule does not apply to this level |
| CONS-PAYERE-8 | skipped | No claim payer comparison available |
| CONS-DATESE-8 | skipped | No dated service documents |
| COMP-SIGNEDSHOW-8-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIGSHOW-8-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICESHOW-8-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLANSHOW-8-PLAN | skipped | Rule does not apply to this level |
| COMP-SIGNEDSHOW-8-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILESHOW-8-ASSESS | skipped | Rule does not apply to this level |
| COMP-ASSESS-ELEMENTSSHOW-8-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-8-ASSESS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-8-MEDS | pass | Required inputs checked |
| COMP-SIGNEDSHOW-8-CONSENT | pass | Required inputs checked |
| COMP-SIGNEDSHOW-8-AUTH | pass | Required inputs checked |
| COMP-MOUDE-8 | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-8-PLAN | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPESHOW-8-ASSESS | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-A-8 | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSEDDX-P-8 | skipped | Rule does not apply to this level |
| CLAR-ISP-FREQ-MISSINGPS-8 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIGPS-8 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERYPS-8 | skipped | Primary applicable source unavailable: A-026 |
| CLAR-GOALS-MEASURABLEE-8 | skipped | Rule does not apply to this level |
| CLAR-NOTE-GOAL-LINKE-8 | skipped | Rule does not apply to this level |
| CLAR-NOTE-TIME-SUPPORTE-8 | skipped | Rule does not apply to this level |
| CLAR-CONTRADICTIONE-8 | skipped | Rule does not apply to this level |
| ASAM-CONTINUED-STAYE-8 | skipped | Rule does not apply to this level |
| COMP-PART2-CONSENTCON-SHOW-8 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURECON-SHOW-8 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-8 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTEE-8 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPENE-8 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAGE-8 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIME-8 | skipped | Rule does not apply to this level |
| REV-CLAIM-NO-NOTEE-8 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLDE-8 | skipped | Rule does not apply to this level |
| REV-UNITS-OVER-AUTHE-8 | skipped | Rule does not apply to this level |
| REV-UNITS-BURNE-8 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILINGE-8 | skipped | Rule does not apply to this level |
| REV-DENIAL-UNWORKEDE-8 | skipped | Rule does not apply to this level |
| REV-PAYER-CREDENTIALE-8 | skipped | Rule does not apply to this level |
| REV-COVERAGE-CHANGEE-8 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLEDE-8 | skipped | Rule does not apply to this level |