Notes & documentation

Catch documentation gaps before payers do.

Compliance Checker flags missing elements in your notes using real payer standards, giving you peace of mind that they’re audit-ready.

4.6 on Trustpilot

SOC 2 Type II audited

PHIPA & PIPEDA compliant

Compliance checker

Peace of mind with every note

Set automatic compliance checks and receive daily summaries. Audit-readiness runs in the background. You can also ask Upheal's AI Assistant to check a note for compliance gaps before you sign it.

Catch gaps before payers do

Compliance Checker flags missing elements using the same criteria Aetna and Optum use to evaluate claims.

Keep up with changing rules

Payer standards are kept up to date automatically. No manual updates needed as requirements change.

How Compliance Checker works

Check your Upheal session notes

Step 1: Run Compliance Checker

Review session notes manually or set it to run automatically.

Step 2: Review flagged items in a clear checklist

See exactly which criteria still needs attention at a glance.

Step 3: Set automatic checks & daily summaries

For Upheal-generated notes, receive daily compliance summaries to stay audit-ready.

Check external EHR notes

See Compliance Checker in action

Frequently asked questions

What is Upheal's Compliance Checker?

Compliance Checker is a feature in Upheal's EHR that audits your therapy session notes against real payer documentation standards — currently Aetna and Optum, with more payers coming soon. It flags missing elements before you submit, helping you reduce insurance denials and protect against audit clawbacks.

What kind of notes can I check?

Compliance Checker works on psychotherapy progress notes generated in Upheal, as well as notes from other EHRs uploaded as PDFs. Uploaded PDFs are never stored or used to train AI.

Will Compliance Checker auto-correct or change my notes?

No. Compliance Checker provides suggestions like spell-check for your documentation. It highlights gaps and gives you specific tips to address them. You decide what to accept.

What payers or compliance standards is Compliance Checker based on?

Criteria is currently based off Aetna and Optum standards, with more payers added soon.

Stronger documentation means stronger care.

Our AI‑generated notes help you stay more present during sessions and save precious time.

Try for free

Join our free webinar

In 20 minutes, we'll walk you through migrating your data, setting up payments, connecting your calendar, and covering data privacy — live, every Monday.

Save my spot

How many clinicians are in your practice?

100% HIPAA compliant

Unlimited AI notes

Free plan