Stop losing sleep
over clawbacks.

Upheal’s Compliance Checker helps you spot missing elements in your notes based on real payer standards, so you get peace of mind knowing your notes are audit-ready.

AI Note customization

Why therapists use
Compliance Checker

Catch gaps before payers do
Get immediate tips to fix gaps and reduce risk of denials.
Works with all your notes
Check both Upheal-captured or your own notes for compliance.
Peace of mind with every note
Stay audit-ready with daily summaries and optional auto-checks.
Keep up with changing rules
Automatically checks your notes against the latest payer requirements.

How Compliance Checker works

Check your Upheal session notes

Session capturing
Progress note types
Session analytics

Check external EHR notes

Step 1: Upload PDF notes from external sources

Check your notes from other EHRs.

Step 2: Run your compliance check and review gaps.

See exactly which criteria still needs attention at a glance. You can re-run the check after making changes.

Step 3: Your privacy matters

Your PDFs are never stored or used to train AI.

Session capturing
Progress note types
Session analytics

Why therapists use Golden Thread

Frequently asked questions

What kind of notes can I check?

Psychotherapy progress notes created in Upheal or uploaded externally.

Will Compliance Checker auto-correct or change my notes?

Compliance Checker will provide suggestions that you can accept or ignore. Think about it like the red line under a misspelled word.

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.

Try Compliance Checker now