Notes & documentation
Stop losing sleep
over clawbacks.
Compliance Checker flags missing elements in your notes using real payer standards, giving you peace of mind that they’re audit-ready.
Stay audit-ready with daily summaries and optional auto-checks.
Get immediate tips to fix gaps and reduce risk of denials.
Automatically checks your notes against the latest payer requirements.
Review session notes manually or set it to run automatically.
See exactly which criteria still needs attention at a glance.
For Upheal-generated notes, receive daily compliance summaries to stay audit-ready.
Check your notes from other EHRs.
See exactly which criteria still needs attention at a glance. You can re-run the check after making changes.
Your PDFs are never stored or used to train AI.
Psychotherapy progress notes created in Upheal or uploaded externally.
Compliance Checker will provide suggestions that you can accept or ignore. Think about it like the red line under a misspelled word.
Criteria is currently based off Aetna and Optum standards, with more payers added soon.