Audit & compliance
Know who's behind before the payer does.
Every encounter starts a clock at your policy — 24, 48, or 72 hours. The practice manager sees who is approaching the limit while there's still time to do something about it.
Your policy, your clock. Set the window per program and per note type.
Right now
Four clinicians, four clocks, one policy.
Every encounter starts a timer the moment the session ends. Not when the note is opened, not when someone remembers — when the care was delivered.
3 notes open · on track
5 notes open · on track
9 notes open · reminder sent
2 notes overdue · escalated
A single nudge in the app and by email, listing the open encounters.
The clinical supervisor sees who is approaching the limit and how many notes are involved.
The encounter appears on the compliance dashboard and the associated claim is held.
Average time to signature by clinician, by program, and by month — a real operational metric.
Two consequences
A late note is a cash problem and an audit problem at the same time.
Cash
Unsigned notes can't be billed
Every encounter waiting on a signature is revenue sitting still. Shortening average time to signature moves the whole month's cash forward, without collecting a dollar more.
Audit
Late notes look reconstructed
A note signed three weeks after the session invites the question of whether it was written from memory. Contemporaneous documentation is one of the first things a reviewer checks.
Set it to your policy
24, 48, or 72 hours — per note type and per level of care.
A residential shift note and an outpatient progress note do not carry the same deadline. The clock is configured to what your accreditor and your state actually require, not to a vendor default.
Questions
Common questions.
When does the documentation clock start?
The moment the session ends — when the care was delivered — not when the note is opened or when someone remembers. Each encounter runs against the window you set: 24, 48 or 72 hours.
Can I set different deadlines per program and note type?
Yes. A residential shift note and an outpatient progress note do not carry the same deadline, so the window is configured per note type and per level of care to what your accreditor and state actually require, not to a vendor default.
What happens as a note approaches or passes its deadline?
An escalation ladder runs automatically: a reminder to the clinician at 24 hours, the supervisor notified at 40, marked overdue on the compliance dashboard with the claim held at 48, and a monthly on-time rate reported by clinician, program and month.
Why does a late note matter?
It is a cash problem and an audit problem at once. An unsigned note can’t be billed, so shortening time to signature moves the month’s cash forward; and a note signed three weeks late looks reconstructed, which is one of the first things a reviewer checks.
Works with
It runs on the same record as the rest of the platform.
Clinical
Charting & forms
Most systems give you their note types and wish you luck.
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
Audit response packets
One click produces a paginated response packet with a cover sheet, an index, and every signed record inline.
Read more →Get started
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