Browser tab: 2, Title: "Chart check · Mindful Compliance", URL: "http://127.0.0.1:8767/chartqa".
1 AXWebArea Chart check · Mindful Compliance, URL: 127.0.0.1:8767/chartqa
	2 container Mindful Compliance
		3 link Description: Mindful Compliance, Value: 127.0.0.1:8767/
		4 container
			5 text THE SYSTEM
			6 link Description: Home, Value: 127.0.0.1:8767/
			7 link Description: Record auditor, Value: 127.0.0.1:8767/auditor
			8 link Description: Program & walkthrough, Value: 127.0.0.1:8767/demo
			9 link Description: Note Review, Value: 127.0.0.1:8767/note-review
			10 link Description: Work by position, Value: 127.0.0.1:8767/audit-work
			11 link Description: Local outbox, Value: 127.0.0.1:8767/audit-outbox
			12 link Description: Ask Mindful, Value: 127.0.0.1:8767/ask
			13 text AGENT
			14 link Description: Intake, Value: 127.0.0.1:8767/intake
			15 link Description: Countdown, Value: 127.0.0.1:8767/countdown
			16 link Description: Chart check, Value: 127.0.0.1:8767/chartqa
			17 link Description: Review queue, Value: 127.0.0.1:8767/queue
			18 link Description: Audit room, Value: 127.0.0.1:8767/audit
			19 link Description: Send desk, Value: 127.0.0.1:8767/send
			20 link Description: Inbox, Value: 127.0.0.1:8767/inbox
			21 link Description: Team, Value: 127.0.0.1:8767/team
			22 link Description: Outcomes, Value: 127.0.0.1:8767/outcomes
			23 link Description: Levels of care, Value: 127.0.0.1:8767/levels
			24 link Description: Connections, Value: 127.0.0.1:8767/connections
			25 text EDUCATION
			26 link Description: Listen and read, Value: 127.0.0.1:8767/resource/#listen
			27 link Description: Rule library, Value: 127.0.0.1:8767/resource/#rules
			28 link Description: Deadline clocks, Value: 127.0.0.1:8767/resource/#clocks
			29 link Description: Touchpoint map, Value: 127.0.0.1:8767/resource/#map
			30 link Description: Education home, Value: 127.0.0.1:8767/resource/
		31 text THIS DESK
		32 text Synthetic tokens. A person signs. A person records the filing.
	33 container
		34 text MINDFUL  / CHART CHECK
	35 container
		36 text Fictional demo · Cedar Harbor Recovery All people, records and activity are synthetic.
		37 link Description: Program & walkthrough →, Value: 127.0.0.1:8767/demo
		38 text STAY CLEAN
		39 heading Chart check, Value: 1
			40 text Chart check
		41 text The daily check an audit would otherwise do for you: late and unsigned notes, copied notes, groups over the limit, short days and weeks, service days with no approval, plans and assessments with pieces missing. It checks timing, signatures, counts and dates. It does not judge clinical quality.
		42 text As of 2026-10-08 3 critical 8 high 7 to review 0 checks did not run Synthetic data. Every finding below was planted on purpose to test the checks. In a real program, a person fixes each one the same day and never changes a signature date.
		43 container C-0004
			44 heading Sofia Grant (C-0004) 4 findings, Value: 2
				45 link Description: Sofia Grant (C-0004), Value: 127.0.0.1:8767/client/C-0004
				46 text 4 findings
			47 table
				48 row
					49 cell
						50 text FINDING
					51 cell
						52 text WHAT WAS FOUND
					53 cell
						54 text WHAT TO DO
					55 cell
						56 text RULE
				57 row SERVICE-NO-AUTH:E-4:gap
					58 cell
						59 text critical
						60 text 3 service days with no approval
						61 text Sofia Grant (C-0004) · 2026-09-24
					62 cell
						63 text Services were delivered on 2026-09-24 to 2026-09-26, and no approved authorization covers those dates. Late requests start on the day of receipt, and days not requested on time are denied.
					64 cell
						65 text Check whether a request for these dates is pending or was never sent. If it was never sent, send it today, and log how the gap happened so the countdown can prevent the next one.
					66 cell
						67 text SERVICE-NO-AUTH
						68 text A-011, A-052
				69 row ASSESS-DIMENSIONS:AS-4
					70 cell
						71 text high
						72 text Assessment covers 4 of 6 dimensions
						73 text Sofia Grant (C-0004) · 2026-09-20
					74 cell
						75 text The multidimensional assessment dated 2026-09-20 does not cover dimensions 5, 6. The level of care and the plan are based on all six.
					76 cell
						77 text Complete the missing dimensions and update the assessment before the next plan review.
					78 cell
						79 text ASSESS-DIMENSIONS
						80 text A-021, A-048
				81 row PLAN-ELEMENTS:P-4C
					82 cell
						83 text high
						84 text Comprehensive plan is missing 7 required elements
						85 text Sofia Grant (C-0004) · 2026-10-04
					86 cell
						87 text The comprehensive plan dated 2026-10-04 lacks: Other agencies and their roles; Individualized discharge plan; Family engagement activities; Community aftercare with target dates; Choice of provider offered; Member signature (or reason none); Level(s) of care stated. An ISP without all required elements is incomplete and does not meet reimbursement requirements. (The pharmacotherapy element, which applies to opioid and alcohol use disorders, is not checked here.)
					88 cell
						89 text Add the missing elements with the person, sign and date the update, and have a CATP sign off.
					90 cell
						91 text PLAN-ELEMENTS
						92 text A-049, A-022
				93 row WEEK-HOURS:E-4:2026-09-27
					94 cell
						95 text normal
						96 text Week of 2026-09-27: 3 hours (minimum 9)
						97 text Sofia Grant (C-0004) · 2026-09-27
					98 cell
						99 text ASAM 2.1 expects at least 9 hours a week on average. The week of 2026-09-27 (Sunday to Saturday) has 3 hours across 1 day. The chart does not say adult or youth; this assumes adult.
					100 cell
						101 text Record why hours fell short, tell the plan (weekly for ASAM; at the next review for MH), and if it keeps happening, reassess the level of care or the step-down plan in the ISP.
					102 cell
						103 text WEEK-HOURS
						104 text A-015
		105 container C-0002
			106 heading Maya Brooks (C-0002) 4 findings, Value: 2
				107 link Description: Maya Brooks (C-0002), Value: 127.0.0.1:8767/client/C-0002
				108 text 4 findings
			109 table
				110 row
					111 cell
						112 text FINDING
					113 cell
						114 text WHAT WAS FOUND
					115 cell
						116 text WHAT TO DO
					117 cell
						118 text RULE
				119 row NOTE-CLONED:N5
					120 cell
						121 text critical
						122 text Note text matches an earlier note
						123 text Maya Brooks (C-0002) · 2026-10-03
					124 cell
						125 text The individual note N5 (2026-10-03) is at least 90% the same wording as N4. DMAS does not reimburse dates of service whose notes are not individualized, and duplicated notes do not count.
					126 cell
						127 text The author rewrites it to show what was different for this person that day (what they said, did, and how they responded), or the day is not billed. A group note must show each person's own participation.
					128 cell
						129 text NOTE-CLONED
						130 text A-023
				131 row NOTE-UNSIGNED:N6
					132 cell
						133 text critical
						134 text Note is still unsigned
						135 text Maya Brooks (C-0002) · 2026-10-04
					136 cell
						137 text The progress note for 2026-10-04 has no signature. It was due 2026-10-05 (next business day, Virginia state holidays + weekends); today is 2026-10-08.
					138 cell
						139 text The author signs and dates it now with the date they actually sign. Do not back-date. Tell the compliance officer how late it is.
					140 cell
						141 text NOTE-UNSIGNED
						142 text A-023
				143 row NOTE-NO-TIME:N7
					144 cell
						145 text high
						146 text No time or units on a billable note
						147 text Maya Brooks (C-0002) · 2026-10-05
					148 cell
						149 text The individual note for 2026-10-05 records neither minutes nor units. A note has to show content that supports the time or units billed.
					150 cell
						151 text The author adds the time actually spent (start and end for mental health services) before anything is billed from this note.
					152 cell
						153 text NOTE-NO-TIME
						154 text A-023
				155 row DAY-HOURS:E-2:2026-10-04
					156 cell
						157 text normal
						158 text 4 hours on 2026-10-04 (minimum 5)
						159 text Maya Brooks (C-0002) · 2026-10-04
					160 cell
						161 text ASAM 2.5 needs at least 5 service hours on a service day. 2026-10-04 shows 4. No deviation note is linked to that day. The chart does not say adult or youth; this assumes adult.
					162 cell
						163 text Document the reason the person did not complete the minimum, and tell the plan about the deviation (weekly for ASAM 2.1 and 2.5; at the next authorization review for MH-PHP). Do not bill hours that were not delivered.
					164 cell
						165 text DAY-HOURS
						166 text A-016
		167 container Program
			168 heading Program-wide 2 findings, Value: 2
				169 text Program-wide  2 findings
			170 table
				171 row
					172 cell
						173 text FINDING
					174 cell
						175 text WHAT WAS FOUND
					176 cell
						177 text WHAT TO DO
					178 cell
						179 text RULE
				180 row EXCLUSION-STALE:S-03
					181 cell
						182 text high
						183 text No exclusion check on record
						184 text program
					185 cell
						186 text No monthly exclusion check date came through for this person.
					187 cell
						188 text Run the LEIE search now, save the result as evidence, and set a recurring monthly reminder. If a hit appears, report it to DMAS immediately.
					189 cell
						190 text EXCLUSION-STALE
						191 text A-030, F-009
				192 row EXCLUSION-STALE:S-02
					193 cell
						194 text high
						195 text Last exclusion check 60 days ago
						196 text program · 2026-08-09
					197 cell
						198 text The last OIG exclusion search for this person was 2026-08-09. Providers must search the LEIE monthly for all employees and contractors.
					199 cell
						200 text Run the LEIE search now, save the result as evidence, and set a recurring monthly reminder. If a hit appears, report it to DMAS immediately.
					201 cell
						202 text EXCLUSION-STALE
						203 text A-030, F-009
		204 container C-0007
			205 heading Aisha Cole (C-0007) 1 finding, Value: 2
				206 link Description: Aisha Cole (C-0007), Value: 127.0.0.1:8767/client/C-0007
				207 text 1 finding
			208 table
				209 row
					210 cell
						211 text FINDING
					212 cell
						213 text WHAT WAS FOUND
					214 cell
						215 text WHAT TO DO
					216 cell
						217 text RULE
				218 row ASSESS-MISSING:E-7
					219 cell
						220 text high
						221 text No multidimensional assessment on file
						222 text Aisha Cole (C-0007) · 2026-09-23
					223 cell
						224 text Other assessments were imported, but there is none for E-7. A multidimensional assessment is required for ASAM 2.1 to 4.0, and services must start within 30 days of it.
					225 cell
						226 text Find it in the chart. If it exists, the report that fed this import left it out. If not, it has to be done now.
					227 cell
						228 text ASSESS-MISSING
						229 text A-021, A-048
		230 container C-0001
			231 heading Jordan Ellis (C-0001) 4 findings, Value: 2
				232 link Description: Jordan Ellis (C-0001), Value: 127.0.0.1:8767/client/C-0001
				233 text 4 findings
			234 table
				235 row
					236 cell
						237 text FINDING
					238 cell
						239 text WHAT WAS FOUND
					240 cell
						241 text WHAT TO DO
					242 cell
						243 text RULE
				244 row NOTE-COSIGN:N2
					245 cell
						246 text high
						247 text Supervisee therapy note has no CATP co-signature
						248 text Jordan Ellis (C-0001) · 2026-09-25
					249 cell
						250 text The individual therapy note for 2026-09-25 was signed by a supervisee (CSAC-S) and has no co-signature. Therapy notes by supervisees need a licensed CATP's co-signature. Group notes do not.
					251 cell
						252 text A CATP reviews and co-signs with the actual date. Add the co-sign step to the supervisee's weekly routine.
					253 cell
						254 text NOTE-COSIGN
						255 text A-023
				256 row NOTE-LATE:N3
					257 cell
						258 text high
						259 text Note signed 5 days late
						260 text Jordan Ellis (C-0001) · 2026-09-27
					261 cell
						262 text The individual note for 2026-09-27 was signed 2026-10-03. The rule is the time of service or within one business day, so it was due 2026-09-28.
					263 cell
						264 text Do not change the signature date. Record why it was late, and if this is a pattern, raise it in supervision. Late notes are an audit finding even when the care happened.
					265 cell
						266 text NOTE-LATE
						267 text A-023
				268 row GROUP-SIZE:N1
					269 cell
						270 text normal
						271 text Group of 14 (limit 12)
						272 text Jordan Ellis (C-0001) · 2026-09-24
					273 cell
						274 text The group note for 2026-09-24 shows 14 participants. Group substance use counseling has a maximum of 12, or fewer depending on the clinical model. The limit may be exceeded on a CATP's clinical determination.
					275 cell
						276 text If a CATP decided the larger group was appropriate, that determination has to be in the record. If not, split the group going forward.
					277 cell
						278 text GROUP-SIZE
						279 text A-018
				280 row DAY-HOURS:E-1:2026-09-26
					281 cell
						282 text normal
						283 text 2 hours on 2026-09-26 (minimum 3)
						284 text Jordan Ellis (C-0001) · 2026-09-26
					285 cell
						286 text ASAM 2.1 (adult) needs at least 3 service hours on a service day. 2026-09-26 shows 2. No deviation note is linked to that day. The chart does not say adult or youth; this assumes adult.
					287 cell
						288 text Document the reason the person did not complete the minimum, and tell the plan about the deviation (weekly for ASAM 2.1 and 2.5; at the next authorization review for MH-PHP). Do not bill hours that were not delivered.
					289 cell
						290 text DAY-HOURS
						291 text A-015
		292 container C-0010
			293 heading Lena Ortiz (C-0010) 1 finding, Value: 2
				294 link Description: Lena Ortiz (C-0010), Value: 127.0.0.1:8767/client/C-0010
				295 text 1 finding
			296 table
				297 row
					298 cell
						299 text FINDING
					300 cell
						301 text WHAT WAS FOUND
					302 cell
						303 text WHAT TO DO
					304 cell
						305 text RULE
				306 row WEEK-HOURS:E-10:2026-09-27
					307 cell
						308 text normal
						309 text Week of 2026-09-27: 6 hours (minimum 9)
						310 text Lena Ortiz (C-0010) · 2026-09-27
					311 cell
						312 text MH-IOP expects at least 9 hours a week on average. The week of 2026-09-27 (Sunday to Saturday) has 6 hours across 2 days.
					313 cell
						314 text Record why hours fell short, tell the plan (weekly for ASAM; at the next review for MH), and if it keeps happening, reassess the level of care or the step-down plan in the ISP.
					315 cell
						316 text WEEK-HOURS
						317 text A-035
		318 container C-0020
			319 heading Avery Lane (C-0020) 1 finding, Value: 2
				320 link Description: Avery Lane (C-0020), Value: 127.0.0.1:8767/client/C-0020
				321 text 1 finding
			322 table
				323 row
					324 cell
						325 text FINDING
					326 cell
						327 text WHAT WAS FOUND
					328 cell
						329 text WHAT TO DO
					330 cell
						331 text RULE
				332 row WEEK-HOURS:E-20:2026-09-27
					333 cell
						334 text normal
						335 text Week of 2026-09-27: 6 hours (minimum 9)
						336 text Avery Lane (C-0020) · 2026-09-27
					337 cell
						338 text ASAM 2.1 expects at least 9 hours a week on average. The week of 2026-09-27 (Sunday to Saturday) has 6 hours across 2 days.
					339 cell
						340 text Record why hours fell short, tell the plan (weekly for ASAM; at the next review for MH), and if it keeps happening, reassess the level of care or the step-down plan in the ISP.
					341 cell
						342 text WEEK-HOURS
						343 text A-015
		344 container C-0021
			345 heading Sam Rivera (C-0021) 1 finding, Value: 2
				346 link Description: Sam Rivera (C-0021), Value: 127.0.0.1:8767/client/C-0021
				347 text 1 finding
			348 table
				349 row
					350 cell
						351 text FINDING
					352 cell
						353 text WHAT WAS FOUND
					354 cell
						355 text WHAT TO DO
					356 cell
						357 text RULE
				358 row WEEK-HOURS:E-21:2026-09-27
					359 cell
						360 text normal
						361 text Week of 2026-09-27: 10 hours (minimum 20)
						362 text Sam Rivera (C-0021) · 2026-09-27
					363 cell
						364 text ASAM 2.5 expects at least 20 hours a week. The week of 2026-09-27 (Sunday to Saturday) has 10 hours across 2 days.
					365 cell
						366 text Record why hours fell short, tell the plan (weekly for ASAM; at the next review for MH), and if it keeps happening, reassess the level of care or the step-down plan in the ISP.
					367 cell
						368 text WEEK-HOURS
						369 text A-016
		370 heading The checks 14, Value: 2
			371 text The checks  14
		372 text Each one is plain code. It names the library records that back it, and it does not run unless they are primary-read with a source snapshot.
		373 table
			374 row
				375 cell
					376 text CHECK
				377 cell
					378 text LEVELS
				379 cell
					380 text BACKED BY
				381 cell
					382 text RAN
			383 row
				384 cell
					385 text NOTE-LATE
					386 text  Note signed after the next business day
				387 cell
					388 text 2.1, 2.5, MH-IOP, MH-PHP
				389 cell
					390 text A-023
				391 cell
					392 text yes
			393 row
				394 cell
					395 text NOTE-UNSIGNED
					396 text  Note still unsigned after the next business day
				397 cell
					398 text 2.1, 2.5, MH-IOP, MH-PHP
				399 cell
					400 text A-023
				401 cell
					402 text yes
			403 row
				404 cell
					405 text NOTE-NO-TIME
					406 text  Billable note with no time or units
				407 cell
					408 text 2.1, 2.5, MH-IOP, MH-PHP
				409 cell
					410 text A-023
				411 cell
					412 text yes
			413 row
				414 cell
					415 text NOTE-CLONED
					416 text  Note text duplicated from another note
				417 cell
					418 text 2.1, 2.5, MH-IOP, MH-PHP
				419 cell
					420 text A-023
				421 cell
					422 text yes
			423 row
				424 cell
					425 text NOTE-COSIGN
					426 text  Supervisee therapy note without a CATP co-signature
				427 cell
					428 text 2.1, 2.5
				429 cell
					430 text A-023
				431 cell
					432 text yes
			433 row
				434 cell
					435 text NOTE-TIMES
					436 text  Mental health note without start and end times
				437 cell
					438 text MH-IOP, MH-PHP
				439 cell
					440 text A-044
				441 cell
					442 text yes
			443 row
				444 cell
					445 text GROUP-SIZE
					446 text  Group larger than the limit
				447 cell
					448 text 2.1, 2.5, MH-IOP, MH-PHP
				449 cell
					450 text A-018, A-044
				451 cell
					452 text yes
			453 row
				454 cell
					455 text DAY-HOURS
					456 text  Treatment day under the hour minimum
				457 cell
					458 text 2.1, 2.5, MH-IOP, MH-PHP
				459 cell
					460 text A-015, A-016, A-035, A-037
				461 cell
					462 text yes
			463 row
				464 cell
					465 text WEEK-HOURS
					466 text  Treatment week outside the hour range
				467 cell
					468 text 2.1, 2.5, 3.1, MH-IOP, MH-PHP
				469 cell
					470 text A-015, A-016, A-035, A-037, A-053
				471 cell
					472 text yes
			473 row
				474 cell
					475 text SERVICE-NO-AUTH
					476 text  Service day with no approval covering it
				477 cell
					478 text 2.1, 2.5, 3.1, 3.3, 3.5, 3.7, 4.0, MH-IOP, MH-PHP
				479 cell
					480 text A-011, A-041, A-052
				481 cell
					482 text yes
			483 row
				484 cell
					485 text PLAN-ELEMENTS
					486 text  Comprehensive plan missing required elements
				487 cell
					488 text 2.1, 2.5
				489 cell
					490 text A-049, A-022
				491 cell
					492 text yes
			493 row
				494 cell
					495 text ASSESS-DIMENSIONS
					496 text  Multidimensional assessment missing dimensions
				497 cell
					498 text 2.1, 2.5
				499 cell
					500 text A-021, A-048
				501 cell
					502 text yes
			503 row
				504 cell
					505 text ASSESS-MISSING
					506 text  No multidimensional assessment on file
				507 cell
					508 text 2.1, 2.5
				509 cell
					510 text A-021, A-048
				511 cell
					512 text yes
			513 row
				514 cell
					515 text EXCLUSION-STALE
					516 text  Monthly exclusion check overdue
				517 cell
					518 text 2.1, 2.5, MH-IOP, MH-PHP
				519 cell
					520 text A-030, F-009
				521 cell
					522 text yes

The focused UI element is 1 AXWebArea Chart check · Mindful Compliance, URL: 127.0.0.1:8767/chartqa