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.
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.
Compliance Checker flags missing elements using the same criteria Aetna and Optum use to evaluate claims.
Payer standards are kept up to date automatically. No manual updates needed as requirements change.
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.
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.
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.
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.
Criteria is currently based off Aetna and Optum standards, with more payers added soon.
Compliance Checker is included in both EHR plans, Pay-as-you-go ($1/session) and EHR Pro ($99/month). No additional fee.