Compliance Checker: Stay audit-ready, always

We're thrilled to introduce Compliance Checker: our answer to the documentation uncertainty that's plaguing private practice. It helps spot missing elements in your notes based on real payer standards, so that you can be audit-ready at all times.

This isn't another template system that forces your unique clinical voice into rigid boxes. Instead, Compliance Checker analyzes your existing documentation approach and identifies specific gaps that could trigger claim reviews. It examines treatment necessity justification, progress measurement, risk assessment completeness, and diagnostic consistency — the four pillars that determine whether your notes will survive automated review systems.

How does Compliance Checker work?

• First, select your criteria by choosing the payer guidance you'd like to apply. Current standards include documentation requirements from Aetna and Optum, with more coming soon.
• For Upheal-generated session notes, you just have to click a “Run Compliance Checker” button next to your note to assess compliance. You’ll be able to review a clear, line-by-line report showing which criteria are met and where documentation may be missing or unclear.
• You can also review external notes for compliance too via PDF upload (up to 50MB each) — making it easier to check your own notes, a colleague’s, or a supervisee’s. This will provide a similarly detailed checklist view of what needs to be fixed before submission.
  
  • Note: Your PDF uploads will never be stored or used to train our AI.

Here's our Senior Clinical Product Lead, Jeff Kashou, talking through how Compliance Checker can safeguard your practice!

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Compliance Checker is currently available on Upheal's Premium plan. Try it out today with either your own or an Upheal-generated note, and have peace of mind knowing that your notes are audit-ready.