Fictional demo · Cedar Harbor Recovery All people, records and activity are synthetic. Program & walkthrough →
Mindful Auditor · Synthetic local desk · 2026-10-08
Program & walkthroughOverviewWork by positionNote ReviewOutboxWeekly briefRun logSettingsImportConnectionsInboxTeamLevels
Jordan Ellis (C-0001)
2.1 · ANTHEM · 2026-09-23 admission
Episode clocks
| Clock | Due | Result / evidence |
|---|---|---|
| TIME-ISP-INITIAL Initial treatment plan (initial ISP) | Exact anchor unavailable | skipped ANTHEM Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST Initial approval request sent to the plan | 2026-09-24 | fail ANTHEM DMAS fallback — verify payer contract |
| TIME-AUTH-DECISION Plan's decision due | Exact anchor unavailable | skipped ANTHEM No verified payer field or applicable DMAS fallback |
| TIME-ISP-CATP-SIGNOFF CATP sign-off on the initial plan a CSAC wrote | 2026-10-07 | fail ANTHEM Clock overdue; A CATP signs within 3 business days of an ISP developed by a CSAC or CSAC-supervisee. |
| TIME-NO-CONTACT-31 No contact for 31 days: discharge decision | 2026-10-08 | pass ANTHEM Clock due-today; A lapse of more than 31 consecutive days with no communication means the program shall discharge the person. This date is the day to decide, one day early on purpose. |
| TIME-EXT-REQUEST Extension (continued-stay) request | 2026-10-11 | pass ANTHEM DMAS fallback — verify payer contract |
| TIME-ISP-COMPREHENSIVE Comprehensive treatment plan (comprehensive ISP) | 2026-10-23 | pass ANTHEM Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-DMAS-PROVIDER-APPEAL-30 Provider's informal appeal at DMAS | Exact anchor unavailable | skipped ANTHEM Primary applicable source unavailable: A-029 |
| TIME-AUDIT-RESPONSE-30 Response to the preliminary findings | 2026-11-02 | pass ANTHEM Clock upcoming; 30 days from receipt, filed when date-stamped by the plan or DMAS. A DMAS appeal must follow within 30 days of the final reconsideration decision. |
| TIME-ISP-REVIEW Next treatment plan review | 2026-12-22 | pass ANTHEM Clock upcoming; At least every 90 calendar days at ASAM 2.1, and whenever needs change. A plan not updated on time is "outdated". |
Findings 21
| Finding / record | Priority · payer | Owner · due | Evidence / state |
|---|---|---|---|
| GROUP-SIZE Jordan Ellis (C-0001) · N1 GROUP-SIZE | watch ANTHEM | author · Dana Patel (S-01) 2026-10-15 | acknowledged A-018 Condition requires review Review action |
| NOTE-COSIGN Jordan Ellis (C-0001) · N2 NOTE-COSIGN | important ANTHEM | author · Dana Patel (S-01) 2026-10-14 | disputed A-023 Condition requires review Review action |
| NOTE-LATE Jordan Ellis (C-0001) · N3 NOTE-LATE | important ANTHEM | author · Dana Patel (S-01) 2026-10-14 | waived A-023 Condition requires review Review action |
| DAY-HOURS Jordan Ellis (C-0001) · E-1:2026-09-26 DAY-HOURS | watch ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-15 | open A-015 Condition requires review Review action |
| TIME-AUTH-REQUEST Jordan Ellis (C-0001) · E-1:AUTH-REQUEST Initial approval request sent to the plan | urgent ANTHEM | ur · Cameron Lee (S-11) 2026-09-24 | open A-011 DMAS fallback — verify payer contract Review action |
| TIME-ISP-CATP-SIGNOFF Jordan Ellis (C-0001) · E-1:ISP-CATP-SIGNOFF:P-CSAC CATP sign-off on the initial plan a CSAC wrote | important ANTHEM | ur · Cameron Lee (S-11) 2026-10-07 | open A-049 Clock overdue; A CATP signs within 3 business days of an ISP developed by a CSAC or CSAC-supervisee. Review action |
| COMP-NOTE-FIELDS Jordan Ellis (C-0001) · D-N1 Required document elements | important ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-023 Condition requires review Review action |
| COMP-NOTE-FIELDS Jordan Ellis (C-0001) · D-N2 Required document elements | important ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-023 Condition requires review Review action |
| COMP-NOTE-FIELDS Jordan Ellis (C-0001) · D-N3 Required document elements | important ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-023 Condition requires review Review action |
| COMP-SIGNED Jordan Ellis (C-0001) · D-DEMO-1 Dated author authentication | important ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-14 | open L-015 Condition requires review Review action |
| CLAR-PLAN-VS-DELIVERY Jordan Ellis (C-0001) · PS-1 Delivery compared with complete planned period | important ANTHEM | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-026 Condition requires review Review action |
| REV-ATTEND-NO-NOTE Jordan Ellis (C-0001) · SES-2 attend no note | urgent ANTHEM | author · Dana Patel (S-01) 2026-09-28 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-ATTEND-NO-NOTE Jordan Ellis (C-0001) · SES-4 attend no note | urgent ANTHEM | author · Dana Patel (S-01) 2026-09-29 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-ATTEND-NO-NOTE Jordan Ellis (C-0001) · SES-5 attend no note | urgent ANTHEM | author · Dana Patel (S-01) 2026-10-02 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-ATTEND-NO-NOTE Jordan Ellis (C-0001) · SES-6 attend no note | urgent ANTHEM | author · Dana Patel (S-01) 2026-10-05 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-ATTEND-NO-NOTE Jordan Ellis (C-0001) · SES-7 attend no note | urgent ANTHEM | author · Dana Patel (S-01) 2026-10-05 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-APPROVAL-LAG Jordan Ellis (C-0001) · N1 approval lag | important ANTHEM | approver · Dr. Tessa Nguyen (S-04) 2026-09-25 | open Versioned house policy Condition requires review Review action |
| REV-APPROVAL-LAG Jordan Ellis (C-0001) · N2 approval lag | important ANTHEM | approver · Dr. Tessa Nguyen (S-04) 2026-09-28 | open Versioned house policy Condition requires review Review action |
| REV-APPROVAL-LAG Jordan Ellis (C-0001) · N3 approval lag | important ANTHEM | approver · Dr. Tessa Nguyen (S-04) 2026-10-05 | open Versioned house policy Condition requires review Review action |
| REV-LATE-ENTRY-HOLD Jordan Ellis (C-0001) · N3 late entry hold | important ANTHEM | compliance · Alex Warren (S-03) 2026-09-28 | open A-023, A-062, F-017 Condition requires review Review action |
| REV-UNITS-BURN Jordan Ellis (C-0001) · AU-1 units burn | important ANTHEM | ur · Cameron Lee (S-11) 2026-10-12 | open A-011 Condition requires review Review action |
Units ledger
| Authorization · payer | Units authorized | Delivered / approved / billed | Remaining · end |
|---|---|---|---|
| AU-OLD · ANTHEM Unknown · day Missing units/code, non-day units, overlapping authorization, or unapproved authorization; no inferred conversion | Unknown | Unknown / Unknown / Unknown | Unknown · 2026-08-14 |
| AU-1 · ANTHEM H0015 · day | 20 | 8 / 0 / 0 | 12 · 2026-10-12 |
Mindful Note Review
Mailbox and team
| Line | Status |
|---|---|
| CH-001 · Confirmation of receipt for Jordan Ellis (C-0001). | Cataloged receipt |
| CH-002 · Team update recorded; not posted for Jordan Ellis (C-0001). | Not posted |
Documents in this record
Supplied demo artifacts. Open a document to inspect its type, version and structured evidence.
| Document · date | Author · status | Evidence |
|---|---|---|
| note D-N1 2026-09-24 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactGroup on relapse prevention skills; members practiced refusal skills and identified triggers. No structured element list Created 2026-09-24T16:00:00-04:00 |
| note D-N2 2026-09-25 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactReviewed housing barriers and a plan to contact the landlord before Friday. No structured element list Created 2026-09-25T11:00:00-04:00 |
| note D-N3 2026-09-27 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactExplored cravings after a stressful family call and rehearsed two coping responses. No structured element list Created 2026-10-03T09:00:00-04:00 |
| demographics D-DEMO-1 2026-09-23 | Not supplied final · version 1 | View supplied demo artifactStructured demo facts; no narrative supplied. No structured element list Created Not supplied |
| demographics SHOW-1-FACE 2026-09-23 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 FACE No structured element list Created 2026-09-23T16:00:00-04:00 |
| plan SHOW-1-PLAN 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-09-23T16:00:00-04:00 |
| assessment SHOW-1-ASSESS 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 2026-09-23T16:00:00-04:00 |
| medication-list SHOW-1-MEDS 2026-09-23 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 MEDS No structured element list Created 2026-09-23T16:00:00-04:00 |
| consent SHOW-1-CONSENT 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 CONSENT signature, signedDate Created 2026-09-23T16:00:00-04:00 |
| authorization SHOW-1-AUTH 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-1 AUTH No structured element list Created 2026-09-23T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-1-ASSESS | Dr. Quinn Mercer (S-09) |
| F10.20 | SHOW-1-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-1-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-1-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| H0015 | 3 sessions weekly 2026-10-23 | SHOW-1-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-1 | part2 · demo-payment ANTHEM | 2026-09-23 through 2027-10-08 9 structured elements |
| CV-Jordan Ellis (C-0001) | ANTHEM | 2026-07-26 through open ended Verified demo coverage |
Claims and remittances
| Claim · service | Units · payer | Status · related note |
|---|
No claim has been supplied for this client. An approved note awaiting a claim appears in the audit findings when its billing deadline passes.
Remittances and denial follow-up
| Claim | Decision · date | Follow-up |
|---|
Executed checks and source gaps
73 passed · 21 failed · 40 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| NOTE-LATE N1 | pass | Required inputs checked |
| NOTE-UNSIGNED N1 | pass | Required inputs checked |
| NOTE-NO-TIME N1 | pass | Required inputs checked |
| NOTE-CLONED N1 | pass | Required inputs checked |
| NOTE-COSIGN N1 | pass | Required inputs checked |
| NOTE-TIMES N1 | skipped | MH time rule not applicable |
| GROUP-SIZE N1 | fail | Condition requires review |
| NOTE-LATE N2 | pass | Required inputs checked |
| NOTE-UNSIGNED N2 | pass | Required inputs checked |
| NOTE-NO-TIME N2 | pass | Required inputs checked |
| NOTE-CLONED N2 | pass | Required inputs checked |
| NOTE-COSIGN N2 | fail | Condition requires review |
| NOTE-TIMES N2 | skipped | MH time rule not applicable |
| GROUP-SIZE N2 | skipped | Group size not supplied or not a group note |
| NOTE-LATE N3 | fail | Condition requires review |
| NOTE-UNSIGNED N3 | pass | Required inputs checked |
| NOTE-NO-TIME N3 | pass | Required inputs checked |
| NOTE-CLONED N3 | pass | Required inputs checked |
| NOTE-COSIGN N3 | pass | Required inputs checked |
| NOTE-TIMES N3 | skipped | MH time rule not applicable |
| GROUP-SIZE N3 | skipped | Group size not supplied or not a group note |
| DAY-HOURS E-1:2026-09-26 | fail | Condition requires review |
| DAY-HOURS E-1:2026-09-24 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-09-25 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-09-27 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-09-28 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-10-01 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-10-02 | pass | Required inputs checked |
| DAY-HOURS E-1:2026-10-03 | pass | Required inputs checked |
| WEEK-HOURS E-1:2026-09-20 | pass | Required inputs checked |
| WEEK-HOURS E-1:2026-09-27 | pass | Required inputs checked |
| SERVICE-NO-AUTH E-1:gap | pass | Required inputs checked |
| SERVICE-NO-AUTH E-1:pending | pass | Required inputs checked |
| PLAN-ELEMENTS P-1C | pass | Required inputs checked |
| PLAN-ELEMENTS P-SHOW-1 | pass | Required inputs checked |
| ASSESS-DIMENSIONS AS-1 | pass | Required inputs checked |
| ASSESS-DIMENSIONS AS-SHOW-1 | pass | Required inputs checked |
| ASSESS-MISSING E-1 | pass | Required inputs checked |
| TIME-ISP-INITIAL E-1:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST E-1:AUTH-REQUEST | fail | DMAS fallback — verify payer contract |
| TIME-AUTH-DECISION E-1:AUTH-DECISION | skipped | No verified payer field or applicable DMAS fallback |
| TIME-ISP-CATP-SIGNOFF E-1:ISP-CATP-SIGNOFF:P-CSAC | fail | Clock overdue; A CATP signs within 3 business days of an ISP developed by a CSAC or CSAC-supervisee. |
| TIME-NO-CONTACT-31 E-1:NO-CONTACT-31 | pass | Clock due-today; A lapse of more than 31 consecutive days with no communication means the program shall discharge the person. This date is the day to decide, one day early on purpose. |
| TIME-EXT-REQUEST E-1:EXT-REQUEST:AU-1 | pass | DMAS fallback — verify payer contract |
| TIME-ISP-COMPREHENSIVE E-1:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-DMAS-PROVIDER-APPEAL-30 E-1:DMAS-PROVIDER-APPEAL-30:AUD-1 | skipped | Primary applicable source unavailable: A-029 |
| TIME-AUDIT-RESPONSE-30 E-1:AUDIT-RESPONSE-30:AUD-1 | pass | Clock upcoming; 30 days from receipt, filed when date-stamped by the plan or DMAS. A DMAS appeal must follow within 30 days of the final reconsideration decision. |
| TIME-ISP-REVIEW E-1:ISP-REVIEW | pass | Clock upcoming; At least every 90 calendar days at ASAM 2.1, and whenever needs change. A plan not updated on time is "outdated". |
| CONS-DEMO-NAME E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOB E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESS E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONE E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSN E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDER E-1 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAID E-1 | skipped | Two comparable identity sources are required |
| CONS-DX E-1 | pass | Required inputs checked |
| CONS-MEDS E-1 | pass | Required inputs checked |
| CONS-LOC E-1 | pass | Required inputs checked |
| CONS-PAYER E-1 | skipped | No claim payer comparison available |
| CONS-DATES E-1 | pass | Required inputs checked |
| COMP-NOTE-FIELDS D-N1 | fail | Condition requires review |
| COMP-SIGNED D-N1 | pass | Required inputs checked |
| COMP-NOTE-FIELDS D-N2 | fail | Condition requires review |
| COMP-SIGNED D-N2 | pass | Required inputs checked |
| COMP-NOTE-FIELDS D-N3 | fail | Condition requires review |
| COMP-SIGNED D-N3 | pass | Required inputs checked |
| COMP-SIGNED D-DEMO-1 | fail | Condition requires review |
| COMP-SIGNED SHOW-1-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIG SHOW-1-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICE SHOW-1-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLAN SHOW-1-PLAN | pass | Required inputs checked |
| COMP-SIGNED SHOW-1-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILE SHOW-1-ASSESS | pass | Required inputs checked |
| COMP-ASSESS-ELEMENTS SHOW-1-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-1-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-1-MEDS | pass | Required inputs checked |
| COMP-SIGNED SHOW-1-CONSENT | pass | Required inputs checked |
| COMP-SIGNED SHOW-1-AUTH | pass | Required inputs checked |
| COMP-MOUD E-1 | pass | Required inputs checked |
| PEOPLE-CRED-SCOPE SHOW-1-PLAN | pass | Required inputs checked |
| PEOPLE-CRED-SCOPE SHOW-1-ASSESS | pass | Required inputs checked |
| ASAM-DX-BY-LICENSED DX-A-1 | pass | Required inputs checked |
| ASAM-DX-BY-LICENSED DX-P-1 | pass | Required inputs checked |
| CLAR-ISP-FREQ-MISSING PS-1 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIG PS-1 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERY PS-1 | fail | Condition requires review |
| CLAR-GOALS-MEASURABLE E-1 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-GOAL-LINK E-1 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-TIME-SUPPORT E-1 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-CONTRADICTION E-1 | skipped | No qualified text-reader assessment supplied; not a pass |
| ASAM-CONTINUED-STAY E-1 | skipped | No qualified text-reader assessment supplied; not a pass |
| COMP-PART2-CONSENT CON-SHOW-1 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURE CON-SHOW-1 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENT CON-SHOW-1 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTE SES-0 | pass | Note exists |
| REV-ATTEND-NO-NOTE SES-1 | pass | Note exists |
| REV-ATTEND-NO-NOTE SES-2 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-3 | pass | Note exists |
| REV-ATTEND-NO-NOTE SES-4 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-5 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-6 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-7 | fail | Attended day still has no note after the next business day |
| REV-NOTE-RETURNED-OPEN N1 | pass | Required inputs checked |
| REV-APPROVAL-LAG N1 | fail | Condition requires review |
| REV-LATE-ENTRY-HOLD N1 | pass | Required inputs checked |
| REV-APPROVED-NO-CLAIM N1 | skipped | Note is not approved and ready |
| REV-TIMELY-FILING N1 | skipped | Unapproved note cannot be queued for filing |
| REV-SERVICE-UNBILLED N1 | skipped | No separately billable configured service |
| FLOW-UNREVIEWED N1 | pass | Required inputs checked |
| FLOW-MISMATCH N1 | skipped | No prior review version |
| REV-NOTE-RETURNED-OPEN N2 | pass | Required inputs checked |
| REV-APPROVAL-LAG N2 | fail | Condition requires review |
| REV-LATE-ENTRY-HOLD N2 | pass | Required inputs checked |
| REV-APPROVED-NO-CLAIM N2 | skipped | Note is not approved and ready |
| REV-TIMELY-FILING N2 | skipped | Unapproved note cannot be queued for filing |
| REV-SERVICE-UNBILLED N2 | skipped | No separately billable configured service |
| FLOW-UNREVIEWED N2 | pass | Required inputs checked |
| FLOW-MISMATCH N2 | skipped | No prior review version |
| REV-NOTE-RETURNED-OPEN N3 | pass | Required inputs checked |
| REV-APPROVAL-LAG N3 | fail | Condition requires review |
| REV-LATE-ENTRY-HOLD N3 | fail | Condition requires review |
| REV-APPROVED-NO-CLAIM N3 | skipped | Note is not approved and ready |
| REV-TIMELY-FILING N3 | skipped | Unapproved note cannot be queued for filing |
| REV-SERVICE-UNBILLED N3 | skipped | No separately billable configured service |
| FLOW-UNREVIEWED N3 | pass | Required inputs checked |
| FLOW-MISMATCH N3 | skipped | No prior review version |
| REV-UNITS-OVER-AUTH AU-OLD | skipped | Missing units/code, non-day units, overlapping authorization, or unapproved authorization; no inferred conversion |
| REV-UNITS-BURN AU-OLD | skipped | Missing units/code, non-day units, overlapping authorization, or unapproved authorization; no inferred conversion |
| REV-UNITS-OVER-AUTH AU-1 | pass | Required inputs checked |
| REV-UNITS-BURN AU-1 | fail | Condition requires review |
| REV-CLAIM-NO-NOTE E-1 | skipped | No input-bearing subject for this rule |
| REV-DENIAL-UNWORKED E-1 | skipped | No input-bearing subject for this rule |
| REV-PAYER-CREDENTIAL E-1 | skipped | No input-bearing subject for this rule |
| REV-COVERAGE-CHANGE E-1 | skipped | No input-bearing subject for this rule |