CopyDenial appeal
A draft appeal written in the payer's language.
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Note compliance check
Signing a note should not require a tiny internal audit committee. Your Assistant checks the draft for missing pieces, weak connections, and language that may deserve a second look before you sign and bill.
Ask your Assistant
Progress note compliance checklist, run before you sign
Check this note before I sign it. Look for missing required elements, internal contradictions, unsupported statements, weak links between symptoms and interventions, and anything that could create an audit or billing problem.
See it work
Upheal Assistant
Example
Note compliance check
Alex · Tue 2:00 PM · Session 14
Before signing, I would fix two items:
- The note says symptoms are “improving,” but does not document what changed.
- The plan references homework that is not described in the intervention or response sections.
I did not find a documented risk change in this session.
Fictional example · No real client data.
How it works
It checks the basics
Required elements, treatment-plan alignment, medical necessity, and documentation gaps get a pass before the note is final.
It flags what deserves you
Instead of rewriting everything, it points to the places most likely to need clinical attention.
You make the call
Review the flags, make the edits you agree with, and sign when the note says what you mean.
Your most popular FAQs
What does an insurance auditor check in a therapy note?
Required elements such as date, duration, CPT code and diagnosis; a link between the treatment plan and the session; medical necessity; documentation of risk where relevant; and a signature. Missing pieces and internal inconsistencies are the most common audit findings.
Do insurers flag notes that were written with AI?
Audits assess the content of a note against documentation standards, not how the draft was produced. A note drafted with AI, then reviewed, edited and signed by you, is your clinical record. The risk is an unreviewed note with gaps, not the tool.
What does the compliance check flag?
Required elements, treatment-plan alignment, medical necessity and documentation gaps get a pass before the note is final. It points to the places most likely to need clinical attention rather than rewriting everything.
Does it check against my payer's specific rules?
It checks what payers and auditors consistently look for: required fields, plan alignment, medical necessity, risk documentation and signature. Payer-specific requirements vary; if your contract adds any, tell it what they are and it checks for those as well.
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