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Clients / Record workspace

Lena Ortiz

MH-IOP · SENTARA · Admitted 2026-09-26

Clocks & prior cases

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

Initial treatment plan (initial ISP)Lena Ortiz · E-10:ISP-INITIALUtilization reviewDue 2026-09-27important

Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.

Source evidence
L-010 · TIME-ISP-INITIAL
Payer: SENTARA · MH-IOP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-27

Open client record
A reply or acknowledgement does not resolve the finding.
Psychiatric evaluationLena Ortiz · E-10:PSYCH-EVALUtilization reviewDue 2026-09-29important

Clock overdue; Within 72 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: SENTARA · MH-IOP · open

Assigned to
Cameron Lee · Utilization review · Due 2026-09-29

Open client record
A reply or acknowledgement does not resolve the finding.
Treatment week outside the hour rangeLena Ortiz · E-10:2026-09-27Clinical directorDue 2026-10-15watch

Condition requires review

Source evidence
A-035 · WEEK-HOURS
Payer: SENTARA · MH-IOP · 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-SHOW-10-0 →2026-10-02readynot reviewed
N-SHOW-10-1 →2026-10-03readynot reviewed
N-SHOW-10-2 →2026-10-04readynot reviewed

Units ledger

Authorization / payerAuthorizedDelivered / approved / billedRemaining / end
AU-DEMO-10SENTARA · S9480 · day303 / 0 / 0272026-11-02

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-INITIAL2026-09-27failSENTARA · Clock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.
Initial approval request sent to the planTIME-AUTH-REQUEST2026-09-28passSENTARA · Clock met; Initial requests within 1 business day of admission; a late request starts on the date of receipt.
Psychiatric evaluationTIME-PSYCH-EVAL2026-09-29failSENTARA · Clock overdue; Within 72 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.
Plan's decision dueTIME-AUTH-DECISION2026-09-29passSENTARA · Clock met; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days.
Comprehensive treatment plan (comprehensive ISP)TIME-ISP-COMPREHENSIVE2026-10-26passSENTARA · Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
Next treatment plan reviewTIME-ISP-REVIEW2026-10-26passSENTARA · Clock upcoming; At least every 30 calendar days at MH-IOP, and whenever needs change. A plan not updated on time is "outdated".
Provider's informal appeal at DMASTIME-DMAS-PROVIDER-APPEAL-30Exact anchor unavailableskippedSENTARA · Primary applicable source unavailable: A-029
Extension (continued-stay) requestTIME-EXT-REQUEST2026-11-03passSENTARA · Clock upcoming; File continued-stay requests by the actual requested start date. A late request begins on the date of receipt.
Member's appeal to the health plan (provider files only with the member's written consent)TIME-MEMBER-APPEAL-602026-11-30passSENTARA · Clock upcoming; 60 calendar days from the date on the notice. A provider needs the member’s written consent and cannot request continued benefits.
Updated assessment (continued medical necessity)TIME-ASSESS-UPDATE-902026-12-25passSENTARA · 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 · dateAuthor · statusEvidence
demographics
SHOW-10-FACE
2026-09-26		Jamie Ross (S-08)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 FACE

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

plan
SHOW-10-PLAN
2026-09-26		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 PLAN

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

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

assessment
SHOW-10-ASSESS
2026-09-26		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 ASSESS

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

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

medication-list
SHOW-10-MEDS
2026-09-26		Dr. Quinn Mercer (S-09)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 MEDS

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

consent
SHOW-10-CONSENT
2026-09-26		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 CONSENT

signature, signedDate

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

authorization
SHOW-10-AUTH
2026-09-26		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO RECORD SHOW-10 AUTH

No structured element list

Created 2026-09-26T16:00:00-04:00
Signed 2026-09-26T16:00:00-04:00

note
D-N-SHOW-10-0
2026-10-02		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO NOTE 10 0

setting, intervention, response, goal, humanSemanticReviewed

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

Open Note Review →
note
D-N-SHOW-10-1
2026-10-03		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO NOTE 10 1

setting, intervention, response, goal, humanSemanticReviewed

Created 2026-10-03T16:00:00-04:00
Signed 2026-10-03T16:00:00-04:00

Open Note Review →
note
D-N-SHOW-10-2
2026-10-04		Madison Price (S-16)
signed · version 1
View supplied demo artifact

DEMO NOTE 10 2

setting, intervention, response, goal, humanSemanticReviewed

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

Open Note Review →

Diagnoses, medication and planned services

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

Diagnoses

CodeDocumentRecorded by
F41.1SHOW-10-ASSESSDr. Quinn Mercer (S-09)
F41.1SHOW-10-PLANDr. Quinn Mercer (S-09)

Medication reconciliation

MedicationDose · route · scheduleRecord
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule		SHOW-10-MEDS · active
DEMO-MED-ADEMO-DOSE-A · demo-route
demo-schedule		SHOW-10-PLAN · active

Planned services

ServiceFrequency · targetSource
S94803 sessions weekly
2026-10-26		SHOW-10-PLAN

Consent and coverage

RecordScopeStatus
CON-SHOW-10part2 · demo-payment
SENTARA		2026-09-26 through 2027-10-08
9 structured elements
CV-Lena Ortiz (C-0010)SENTARA2026-01-01 through open ended
Verified demo coverage

Mailbox and team

Open messages →
Recorded activityStatus
Confirmation of receipt for Lena Ortiz (C-0010).CH-021Cataloged receipt
Team update recorded; not posted for Lena Ortiz (C-0010).CH-022Not posted

Executed checks and source gaps

46 passed · 3 failed · 67 skipped

Rule / subjectResultEvidence
NOTE-LATEN-SHOW-10-0passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-10-0passRequired inputs checked
NOTE-NO-TIMEN-SHOW-10-0passRequired inputs checked
NOTE-CLONEDN-SHOW-10-0passRequired inputs checked
NOTE-COSIGNN-SHOW-10-0skippedSUD co-sign rule does not apply to mental health
NOTE-TIMESN-SHOW-10-0passRequired inputs checked
GROUP-SIZEN-SHOW-10-0skippedGroup size not supplied or not a group note
NOTE-LATEN-SHOW-10-1passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-10-1passRequired inputs checked
NOTE-NO-TIMEN-SHOW-10-1passRequired inputs checked
NOTE-CLONEDN-SHOW-10-1passRequired inputs checked
NOTE-COSIGNN-SHOW-10-1skippedSUD co-sign rule does not apply to mental health
NOTE-TIMESN-SHOW-10-1passRequired inputs checked
GROUP-SIZEN-SHOW-10-1skippedGroup size not supplied or not a group note
NOTE-LATEN-SHOW-10-2passRequired inputs checked
NOTE-UNSIGNEDN-SHOW-10-2passRequired inputs checked
NOTE-NO-TIMEN-SHOW-10-2passRequired inputs checked
NOTE-CLONEDN-SHOW-10-2passRequired inputs checked
NOTE-COSIGNN-SHOW-10-2skippedSUD co-sign rule does not apply to mental health
NOTE-TIMESN-SHOW-10-2passRequired inputs checked
GROUP-SIZEN-SHOW-10-2skippedGroup size not supplied or not a group note
WEEK-HOURSE-10:2026-09-27failCondition requires review
DAY-HOURSE-10:2026-10-02passRequired inputs checked
DAY-HOURSE-10:2026-10-03passRequired inputs checked
DAY-HOURSE-10:2026-10-04passRequired inputs checked
SERVICE-NO-AUTHE-10:gappassRequired inputs checked
SERVICE-NO-AUTHE-10:pendingpassRequired inputs checked
PLAN-ELEMENTSP-SHOW-10skippedRule does not apply to this level
ASSESS-MISSINGE-10skippedRule does not apply to this level
TIME-ISP-INITIALE-10:ISP-INITIALfailClock overdue; Within 24 hours of admission, covering immediate service, health and safety needs.
TIME-AUTH-REQUESTE-10:AUTH-REQUESTpassClock met; Initial requests within 1 business day of admission; a late request starts on the date of receipt.
TIME-PSYCH-EVALE-10:PSYCH-EVALfailClock overdue; Within 72 hours of admission; one done in the prior 30 days counts if reviewed and updated at admission.
TIME-AUTH-DECISIONE-10:AUTH-DECISIONpassClock met; 7 calendar days for a standard request (72 hours if expedited), extendable up to 14 days.
TIME-ISP-COMPREHENSIVEE-10:ISP-COMPREHENSIVEpassClock met; Within 30 calendar days of starting services, required even if the person is discharged earlier.
TIME-ISP-REVIEWE-10:ISP-REVIEWpassClock upcoming; At least every 30 calendar days at MH-IOP, and whenever needs change. A plan not updated on time is "outdated".
TIME-DMAS-PROVIDER-APPEAL-30E-10:DMAS-PROVIDER-APPEAL-30:D-SHOW-10skippedPrimary applicable source unavailable: A-029
TIME-EXT-REQUESTE-10:EXT-REQUEST:AU-DEMO-10passClock upcoming; File continued-stay requests by the actual requested start date. A late request begins on the date of receipt.
TIME-MEMBER-APPEAL-60E-10:MEMBER-APPEAL-60:D-SHOW-10passClock upcoming; 60 calendar days from the date on the notice. A provider needs the member’s written consent and cannot request continued benefits.
TIME-ASSESS-UPDATE-90E-10:ASSESS-UPDATE-90passClock upcoming; Every 90 days of consecutive service.
CONS-DEMO-NAMEE-10skippedTwo comparable identity sources are required
CONS-DEMO-DOBE-10skippedTwo comparable identity sources are required
CONS-DEMO-ADDRESSE-10skippedTwo comparable identity sources are required
CONS-DEMO-PHONEE-10skippedTwo comparable identity sources are required
CONS-DEMO-SSNE-10skippedTwo comparable identity sources are required
CONS-DEMO-GENDERE-10skippedTwo comparable identity sources are required
CONS-DEMO-MEDICAIDE-10skippedTwo comparable identity sources are required
CONS-DXE-10skippedPrimary applicable source unavailable: A-050
CONS-MEDSE-10passRequired inputs checked
CONS-LOCE-10skippedRule does not apply to this level
CONS-PAYERE-10skippedNo claim payer comparison available
CONS-DATESE-10passRequired inputs checked
COMP-SIGNEDSHOW-10-FACEpassRequired inputs checked
COMP-ISP-CLIENT-SIGSHOW-10-PLANpassRequired inputs checked
COMP-INFORMED-CHOICESHOW-10-PLANpassRequired inputs checked
COMP-DISCHARGE-PLANSHOW-10-PLANskippedRule does not apply to this level
COMP-SIGNEDSHOW-10-PLANpassRequired inputs checked
COMP-ASSESS-ELEMENTSSHOW-10-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-10-ASSESSpassRequired inputs checked
COMP-SIGNEDSHOW-10-MEDSpassRequired inputs checked
COMP-SIGNEDSHOW-10-CONSENTpassRequired inputs checked
COMP-SIGNEDSHOW-10-AUTHpassRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-10-0passRequired inputs checked
COMP-SIGNEDD-N-SHOW-10-0passRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-10-1passRequired inputs checked
COMP-SIGNEDD-N-SHOW-10-1passRequired inputs checked
COMP-NOTE-FIELDSD-N-SHOW-10-2passRequired inputs checked
COMP-SIGNEDD-N-SHOW-10-2passRequired inputs checked
COMP-MOUDE-10skippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-10-PLANskippedRule does not apply to this level
PEOPLE-CRED-SCOPESHOW-10-ASSESSskippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-A-10skippedRule does not apply to this level
ASAM-DX-BY-LICENSEDDX-P-10skippedRule does not apply to this level
CLAR-ISP-FREQ-MISSINGPS-10passRequired inputs checked
CLAR-ISP-FREQ-AMBIGPS-10passRequired inputs checked
CLAR-PLAN-VS-DELIVERYPS-10skippedPrimary applicable source unavailable: A-026
CLAR-GOALS-MEASURABLEE-10skippedRule does not apply to this level
CLAR-NOTE-GOAL-LINKE-10skippedRule does not apply to this level
CLAR-NOTE-TIME-SUPPORTE-10skippedRule does not apply to this level
CLAR-CONTRADICTIONE-10skippedRule does not apply to this level
ASAM-CONTINUED-STAYE-10skippedRule does not apply to this level
COMP-PART2-CONSENTCON-SHOW-10skippedPrimary applicable source unavailable: F-019
COMP-PART2-DISCLOSURECON-SHOW-10skippedPrimary applicable source unavailable: F-020
COMP-CRIMINAL-JUSTICE-CONSENTCON-SHOW-10skippedPrimary applicable source unavailable: F-021
REV-ATTEND-NO-NOTESES-SHOW-10-0skippedRule does not apply to this level
REV-ATTEND-NO-NOTESES-SHOW-10-1skippedRule does not apply to this level
REV-ATTEND-NO-NOTESES-SHOW-10-2skippedRule does not apply to this level
REV-NOTE-RETURNED-OPENN-SHOW-10-0skippedRule does not apply to this level
REV-APPROVAL-LAGN-SHOW-10-0skippedRule does not apply to this level
REV-LATE-ENTRY-HOLDN-SHOW-10-0skippedRule does not apply to this level
REV-APPROVED-NO-CLAIMN-SHOW-10-0skippedRule does not apply to this level
REV-TIMELY-FILINGN-SHOW-10-0skippedRule does not apply to this level
REV-SERVICE-UNBILLEDN-SHOW-10-0skippedRule does not apply to this level
FLOW-UNREVIEWEDN-SHOW-10-0skippedRule does not apply to this level
FLOW-MISMATCHN-SHOW-10-0skippedRule does not apply to this level
REV-NOTE-RETURNED-OPENN-SHOW-10-1skippedRule does not apply to this level
REV-APPROVAL-LAGN-SHOW-10-1skippedRule does not apply to this level
REV-LATE-ENTRY-HOLDN-SHOW-10-1skippedRule does not apply to this level
REV-APPROVED-NO-CLAIMN-SHOW-10-1skippedRule does not apply to this level
REV-TIMELY-FILINGN-SHOW-10-1skippedRule does not apply to this level
REV-SERVICE-UNBILLEDN-SHOW-10-1skippedRule does not apply to this level
FLOW-UNREVIEWEDN-SHOW-10-1skippedRule does not apply to this level
FLOW-MISMATCHN-SHOW-10-1skippedRule does not apply to this level
REV-NOTE-RETURNED-OPENN-SHOW-10-2skippedRule does not apply to this level
REV-APPROVAL-LAGN-SHOW-10-2skippedRule does not apply to this level
REV-LATE-ENTRY-HOLDN-SHOW-10-2skippedRule does not apply to this level
REV-APPROVED-NO-CLAIMN-SHOW-10-2skippedRule does not apply to this level
REV-TIMELY-FILINGN-SHOW-10-2skippedRule does not apply to this level
REV-SERVICE-UNBILLEDN-SHOW-10-2skippedRule does not apply to this level
FLOW-UNREVIEWEDN-SHOW-10-2skippedRule does not apply to this level
FLOW-MISMATCHN-SHOW-10-2skippedRule does not apply to this level
REV-UNITS-OVER-AUTHAU-DEMO-10skippedRule does not apply to this level
REV-UNITS-BURNAU-DEMO-10skippedRule does not apply to this level
REV-CLAIM-NO-NOTEE-10skippedRule does not apply to this level
REV-DENIAL-UNWORKEDE-10skippedRule does not apply to this level
REV-PAYER-CREDENTIALE-10skippedRule does not apply to this level
REV-COVERAGE-CHANGEE-10skippedRule does not apply to this level