Workspace/Client recordPrivate demo
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Clients / Record workspace

Theo Morgan

3.1 · DMAS · Admitted 2026-10-02

Clocks & prior cases

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

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

No items in this view.

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-INITIALExact anchor unavailableskippedDMAS · Clock needs an exact source timestamp or anchor
Initial approval request sent to the planTIME-AUTH-REQUEST2026-10-05failDMAS · 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-COMPREHENSIVE2026-11-01passDMAS · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Next treatment plan reviewTIME-ISP-REVIEW2026-11-01passDMAS · 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 A plan not updated on time is "outdated".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 · dateAuthor · statusEvidence
demographics
SHOW-8-FACE
2026-10-02
Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-8 FACE

No structured element list

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

plan
SHOW-8-PLAN
2026-10-02
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-8 PLAN

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

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

assessment
SHOW-8-ASSESS
2026-10-02
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-8 ASSESS

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

Created 2026-10-02T16:00:00-04:00
Signed 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 artifact

DEMO RECORD SHOW-8 MEDS

No structured element list

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

consent
SHOW-8-CONSENT
2026-10-02
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-8 CONSENT

signature, signedDate

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

authorization
SHOW-8-AUTH
2026-10-02
Dana Patel (S-01)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-8 AUTH

No structured element list

Created 2026-10-02T16:00:00-04:00
Signed 2026-10-02T16:00:00-04:00

Diagnoses, medication and planned services

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

Diagnoses

CodeDocumentRecorded by
F10.20SHOW-8-ASSESSDr. Quinn Mercer (S-09)
F10.20SHOW-8-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-8-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule
SHOW-8-PLAN · active

Planned services

ServiceFrequency · targetSource
DEMO3 sessions weekly
2026-11-01
SHOW-8-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-8part2 · demo-payment
DMAS
2026-10-02 through 2027-10-08
9 structured elements
CV-Theo Morgan (C-0008)DMAS2026-07-26 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Theo Morgan (C-0008).CH-016Cataloged receipt
Team update recorded; not posted for Theo Morgan (C-0008).CH-017Not posted

Executed checks and source gaps

17 passed · 1 failed · 41 skipped

Rule / subjectResultEvidence
PLAN-ELEMENTSP-SHOW-8skippedRule does not apply to this level
ASSESS-DIMENSIONSAS-SHOW-8skippedRule does not apply to this level
ASSESS-MISSINGE-8skippedRule does not apply to this level
TIME-ISP-INITIALE-8:ISP-INITIALskippedClock needs an exact source timestamp or anchor
TIME-AUTH-REQUESTE-8:AUTH-REQUESTfailClock 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-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ISP-REVIEWE-8:ISP-REVIEWpassClock 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-8skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-8skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-8skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-8skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-8skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-8skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-8skippedTwo comparable identity sources are required
CONS-DXE-8passRequired inputs checked
CONS-MEDSE-8passRequired inputs checked
CONS-LOCE-8skippedRule does not apply to this level
CONS-PAYERE-8skippedNo claim payer comparison available
CONS-DATESE-8skippedNo dated service documents
COMP-SIGNEDSHOW-8-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-8-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-8-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-8-PLANskippedRule does not apply to this level
COMP-SIGNEDSHOW-8-PLANpassRequired inputs checked
COMP-ASSESS-PROFILESHOW-8-ASSESSskippedRule does not apply to this level
COMP-ASSESS-ELEMENTSSHOW-8-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-8-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-8-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-8-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-8-AUTHpassRequired inputs checked
COMP-MOUDE-8skippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-8-PLANskippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-8-ASSESSskippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-A-8skippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-P-8skippedRule does not apply to this level
CLAR-ISP-FREQ-MISSINGPS-8passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-8passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-8skippedPrimary applicable source unavailable: A-026
CLAR-GOALS-MEASURABLEE-8skippedRule does not apply to this level
CLAR-NOTE-GOAL-LINKE-8skippedRule does not apply to this level
CLAR-NOTE-TIME-SUPPORTE-8skippedRule does not apply to this level
CLAR-CONTRADICTIONE-8skippedRule does not apply to this level
ASAM-CONTINUED-STAYE-8skippedRule does not apply to this level
COMP-PART2-CONSENTCON-SHOW-8passRequired inputs checked
COMP-PART2-DISCLOSURECON-SHOW-8passRequired inputs checked
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-8skippedNot a criminal justice referral
REV-ATTEND-NO-NOTEE-8skippedRule does not apply to this level
REV-NOTE-RETURNED-OPENE-8skippedRule does not apply to this level
REV-APPROVAL-LAGE-8skippedRule does not apply to this level
REV-APPROVED-NO-CLAIME-8skippedRule does not apply to this level
REV-CLAIM-NO-NOTEE-8skippedRule does not apply to this level
REV-LATE-ENTRY-HOLDE-8skippedRule does not apply to this level
REV-UNITS-OVER-AUTHE-8skippedRule does not apply to this level
REV-UNITS-BURNE-8skippedRule does not apply to this level
REV-TIMELY-FILINGE-8skippedRule does not apply to this level
REV-DENIAL-UNWORKEDE-8skippedRule does not apply to this level
REV-PAYER-CREDENTIALE-8skippedRule does not apply to this level
REV-COVERAGE-CHANGEE-8skippedRule does not apply to this level
REV-SERVICE-UNBILLEDE-8skippedRule does not apply to this level