A complete fictional program · 2026-10-08
Cedar Harbor Recovery
Explore one connected program, from the client’s chart to the team’s work. All names, provider assignments, records, claim lines and communications are invented for this demonstration.
A walkthrough of the tool
Maya’s chart brings together records, findings, coverage, units, reviews and correspondence.
Follow a billing problem →Sofia has a claim without an approved note and a changed version that no longer matches QA approval.
Walk the approval queue →Try the ready example; compare returned, approved, posted and reconciled entries.
See completed billing →Avery has reconciled reviews, submitted claim lines and paid remittances.
See assigned work →Each finding routes to a fictional staff member, with acknowledgement, dispute and escalation examples.
Read the director’s brief →Open the current demo measures, then inspect the audit run and repair history.
Follow payer and team activity →Cataloged receipts and clarification requests are connected to each client.
Compare levels and coverage →All fifteen levels have clients. Levels without a qualified pack stay visibly unassessed.
Client directory
| Client | Level · payer | Example to explore |
|---|---|---|
| Jordan Ellis (C-0001) | 2.1 ANTHEM | Missing notes, co-signature and units running low |
| Maya Brooks (C-0002) | 2.5 SENTARA | A complete record with review, payer follow-up and an attended day missing its note |
| Evan Reed (C-0003) | MH-PHP UHC | Mental health PHP and its own deadlines |
| Sofia Grant (C-0004) | 2.1 HUMANA | Claim without an approved note and a changed review version |
| Noah Bennett (C-0006) | 2.5 AETNA | Discharged client and a completed follow-up history |
| Aisha Cole (C-0007) | 2.5 DMAS | Missing assessment and a consent exception to review |
| Theo Morgan (C-0008) | 3.1 DMAS | Residential plan and discharge clocks |
| Riley Shaw (C-0009) | OTP DMAS | OTP record: data is visible, rule coverage stays explicit |
| Lena Ortiz (C-0010) | MH-IOP SENTARA | Mental health IOP with sessions and time fields |
| Miles Carter (C-0011) | 3.3 AETNA | Residential 3.3 chart and discharge planning |
| Amara Wells (C-0012) | 3.5 ANTHEM | Residential 3.5 chart and payer discharge notice |
| Owen Park (C-0013) | 3.7 HUMANA | Residential 3.7 chart and clinical team |
| Nia Foster (C-0014) | 4.0 UHC | Inpatient 4.0 record and transition planning |
| Caleb Stone (C-0015) | 0.5 DMAS | Early intervention: no qualified rule pack |
| Iris Hayes (C-0016) | 1.0 SENTARA | Outpatient 1.0: no qualified rule pack |
| Finn Walker (C-0017) | WM AETNA | Withdrawal management: no qualified rule pack |
| Zara Quinn (C-0018) | OBOT ANTHEM | OBOT: no qualified rule pack |
| Eli Monroe (C-0019) | OBAT HUMANA | OBAT: no qualified rule pack |
| Avery Lane (C-0020) | 2.1 UHC | Approved, posted, reconciled and paid sample |
| Sam Rivera (C-0021) | 2.5 DMAS | Approved note waiting for billing and a worked denial |
Staff and providers
A fictional multidisciplinary team. Provider identifiers and credentialing entries are demo records.
| Person | Program position | Credential · current assignment | Credential checks |
|---|---|---|---|
| Dana Patel (S-01) | Primary counselor | CATP author · all demo clients | License through 2027-07-25 Exclusion check 2026-09-23 14 active payer entries |
| Morgan Blake (S-02) | Counselor under supervision | CSAC-S author · all demo clients | License through 2027-08-26 Exclusion check 2026-08-09 6 active payer entries |
| Alex Warren (S-03) | Compliance lead | OTHER compliance · all demo clients | License through Not supplied Exclusion check Not supplied 6 active payer entries |
| Dr. Tessa Nguyen (S-04) | Assigned note approver | CATP approver · all demo clients | License through 2028-07-24 Exclusion check 2026-09-23 6 active payer entries |
| Harper Brooks (S-05) | Clinical director | CATP clinical-director · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Casey Bell (S-06) | Program director | OTHER program-director · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Taylor James (S-07) | Chief executive | OTHER ceo · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Jamie Ross (S-08) | Intake coordinator | OTHER intake · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Dr. Quinn Mercer (S-09) | Prescriber | MD prescriber · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Robin Vale (S-10) | Nursing coordinator | OTHER nurse · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Cameron Lee (S-11) | Utilization review coordinator | OTHER ur · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Drew Santos (S-12) | Billing specialist | OTHER billing · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Parker West (S-13) | People and credentialing coordinator | OTHER hr · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Skylar Davis (S-14) | Peer support specialist | PEER peer · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Reese Kim (S-15) | Program administrator | OTHER administration · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
| Madison Price (S-16) | Mental health clinician | LMHP author · all demo clients | License through 2027-10-08 Exclusion check 2026-10-01 6 active payer entries |
What is connected in this demo
7 remittance records · 26 payer/provider messages · 20 team lines · 167 local reminder records.
Team activity · Reminder ledger · Run history · Recorded outcomes · 36 example configuration answers
Payer rule profiles retain their source evidence. The coverage and transactions shown here are fictional. Connector tiles retain their actual development status.