In the packet
A cover sheet
Requesting payer, billing entity, patient, MRN, date range, and record counts — the header a reviewer expects before they read anything.
Audit & compliance
Answer a records request in four clicks.
A UPIC, a RAC, or a commercial payer asks for six months of charts. Every note, every form, every document — pulled, ordered, and paginated on their deadline. That request is where programs lose money, and Unisona Health answers it in about a minute.
Included on every plan. Not sold back to you as a compliance add-on.
Four clicks
From records request to finished packet.
- Pick the patientSearch by name, MRN, or admission.
- Pick who's askingThe requesting payer populates the cover sheet and billing entity.
- Set the range and record typesChart notes, forms, uploaded documents — or all three.
- GenerateOne compiled, paginated PDF with a cover sheet, an index, and every signed note inline.
Audit response packetassembling…
- Requesting payer
- Aetna Behavioral Health
- Billing entity
- Harbor Point Recovery LLC
- Patient
- ALVAREZ, R. · MRN HP-0041982
- Date range
- 01/01/2026 – 06/30/2026
Records included
- Biopsychosocial assessment01/04/2614 pp
- Treatment plan · initial01/06/269 pp
- Individual therapy notes (48)01/08 – 06/27192 pp
- Group notes (126)01/09 – 06/28504 pp
- ASAM level-of-care reviews (8)01/15 – 06/1588 pp
- PHQ-9 / GAD-7 results (22)01/04 – 06/2744 pp
- Prior authorizations & UR letters01/03 – 06/2031 pp
0pages compiled
Complete
Cover sheet, index, and every signed record — one paginated PDF, ready to send back. The version your team does by hand takes days.
What 1,412 pages is made of264 records · 0 unsigned
Group notes 504 ppIndividual notes 192 ppLevel-of-care reviews 88 ppAssessments 44 ppAuthorizations & UR 31 ppEverything else 553 pp
Why it matters
Programs lose clawback arguments on paperwork, not on care.
A post-payment review asks for records in a specific format, on a specific deadline. The care was delivered. The notes were written. But if the response arrives late, incomplete, or as a pile of loose PDFs, the payer recoups anyway.
In the packet
An index
Every record listed with its date and page count, so the reviewer finds what they asked for instead of hunting for it.
In the packet
Every signed record
Notes, forms, assessments, authorizations and documents, inline and paginated. Unsigned records are flagged, not quietly included.
The alternative
Three days of downloading, collating, and hoping nothing is missing.
The manual version of this is a staff member exporting PDFs one at a time, numbering them by hand, and discovering on the last day that four notes were never signed.
4.2sto compile
Questions
Common questions.
How long does it take to respond to a records request?
About a minute. You pick the patient, pick the requesting payer, set the date range and record types, and generate — the packet compiles in roughly four seconds, versus the three days the manual version takes.
What is included in an audit response packet?
One compiled, paginated PDF with a cover sheet (requesting payer, billing entity, patient, MRN, date range and record counts), an index listing every record with its date and page count, and every signed note, form, assessment, authorization and document inline. Unsigned records are flagged rather than quietly included.
Does audit packet generation cost extra?
No. It is included on every plan, not sold back as a compliance add-on.
Which audits does this cover?
A UPIC, a RAC, or a commercial payer requesting six months of charts — the post-payment reviews where programs lose clawback arguments on paperwork rather than on the care itself.
Works with
It runs on the same record as the rest of the platform.
Audit & compliance
Documentation clock
Every encounter starts a clock at your policy — 24, 48, or 72 hours.
Read more →Audit & compliance
Note similarity flagging
When two notes for the same patient are nearly identical, an auditor reads it as care that may not have happened.
Read more →Audit & compliance
Activity log
An immutable record of who did what and when, across the whole tenant.
Read more →Get started
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