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
Sofia Grant (C-0004)
2.1 · HUMANA · 2026-09-23 admission
Episode clocks
| Clock | Due | Result / evidence |
|---|---|---|
| TIME-ISP-INITIAL Initial treatment plan (initial ISP) | Exact anchor unavailable | skipped HUMANA Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST Initial approval request sent to the plan | 2026-09-24 | fail HUMANA DMAS fallback — verify payer contract |
| TIME-ISP-COMPREHENSIVE Comprehensive treatment plan (comprehensive ISP) | 2026-10-23 | pass HUMANA Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-FFS-RECONSIDERATION Fee-for-service reconsideration (Acentra) | 2026-10-27 | pass HUMANA Clock upcoming; Submitted in ANG within 30 calendar days of the initial determination letter, with added evidence. Late reconsiderations are denied as untimely, and this step must be exhausted before a DMAS appeal. |
| TIME-ISP-REVIEW Next treatment plan review | 2026-12-22 | pass HUMANA 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 A plan not updated on time is "outdated".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 17
| Finding / record | Priority · payer | Owner · due | Evidence / state |
|---|---|---|---|
| SERVICE-NO-AUTH Sofia Grant (C-0004) · E-4:gap SERVICE-NO-AUTH | urgent HUMANA | ur · Cameron Lee (S-11) 2026-10-09 | open A-011, A-052 Condition requires review Review action |
| ASSESS-DIMENSIONS Sofia Grant (C-0004) · AS-4 ASSESS-DIMENSIONS | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-021, A-048 Condition requires review Review action |
| PLAN-ELEMENTS Sofia Grant (C-0004) · P-4C PLAN-ELEMENTS | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-049, A-022 Condition requires review Review action |
| WEEK-HOURS Sofia Grant (C-0004) · E-4:2026-09-27 WEEK-HOURS | watch HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-15 | open A-015 Condition requires review Review action |
| TIME-AUTH-REQUEST Sofia Grant (C-0004) · E-4:AUTH-REQUEST Initial approval request sent to the plan | urgent HUMANA | ur · Cameron Lee (S-11) 2026-09-24 | open A-011 DMAS fallback — verify payer contract Review action |
| CONS-DX Sofia Grant (C-0004) · E-4 Comparable chart facts disagree | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-050 Condition requires review Review action |
| CONS-MEDS Sofia Grant (C-0004) · E-4 Comparable chart facts disagree | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open Versioned house policy Condition requires review Review action |
| CONS-LOC Sofia Grant (C-0004) · E-4 Comparable chart facts disagree | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-049 Condition requires review Review action |
| CLAR-ISP-FREQ-AMBIG Sofia Grant (C-0004) · PS-4 Planned frequency needs clarification | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open L-011 Condition requires review Review action |
| CLAR-PLAN-VS-DELIVERY Sofia Grant (C-0004) · PS-4 Delivery compared with complete planned period | important HUMANA | clinical-director · Harper Brooks (S-05) 2026-10-14 | open A-026 Condition requires review Review action |
| REV-ATTEND-NO-NOTE Sofia Grant (C-0004) · SES-12 attend no note | urgent HUMANA | author · Dana Patel (S-01) 2026-09-25 | open A-023, A-062 Attended day still has no note after the next business day Review action |
| REV-ATTEND-NO-NOTE Sofia Grant (C-0004) · SES-13 attend no note | urgent HUMANA | 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 Sofia Grant (C-0004) · SES-14 attend no note | urgent HUMANA | 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-APPROVAL-LAG Sofia Grant (C-0004) · N-FLOW approval lag | important HUMANA | approver · Dr. Tessa Nguyen (S-04) 2026-09-28 | open Versioned house policy Condition requires review Review action |
| FLOW-MISMATCH Sofia Grant (C-0004) · N-FLOW flow mismatch | important HUMANA | approver · Dr. Tessa Nguyen (S-04) 2026-10-14 | open Versioned house policy Condition requires review Review action |
| REV-CLAIM-NO-NOTE Sofia Grant (C-0004) · CL-ORPHAN claim no note | urgent HUMANA | billing · Drew Santos (S-12) 2026-10-09 | open A-034, A-062, F-017 Condition requires review Review action |
| REV-DENIAL-UNWORKED Sofia Grant (C-0004) · RM-SHOW-UNWORKED denial unworked | important HUMANA | billing · Drew Santos (S-12) 2026-10-06 | open Versioned house policy House follow-up deadline; payer appeal clock is separately sourced Review action |
Units ledger
| Authorization · payer | Units authorized | Delivered / approved / billed | Remaining · end |
|---|---|---|---|
| AU-FLOW · HUMANA H0015 · day | 1 | 1 / 0 / 0 | 0 · 2026-09-27 |
Mindful Note Review
| Note | Readiness | Review state |
|---|---|---|
| N-FLOW 2026-09-27 | ready | mismatch |
Mailbox and team
| Line | Status |
|---|---|
| CH-008 · Confirmation of receipt for Sofia Grant (C-0004). | Cataloged receipt |
| CH-009 · Clarification requires follow-up for Sofia Grant (C-0004). | Open clarification / follow-up |
| CH-010 · Team update recorded; not posted for Sofia Grant (C-0004). | Not posted |
| CH-048 · Follow-up required for Sofia Grant (C-0004). | Not sent |
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-N-FLOW 2026-09-27 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactSynthetic workflow verification sample N-FLOW. No clinical content. setting, intervention, response, goal, humanSemanticReviewed Created 2026-09-27T15:00:00-04:00 |
| demographics SHOW-4-FACE 2026-09-23 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 FACE No structured element list Created 2026-09-23T16:00:00-04:00 |
| plan SHOW-4-PLAN 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-09-23T16:00:00-04:00 |
| assessment SHOW-4-ASSESS 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 2026-09-23T16:00:00-04:00 |
| medication-list SHOW-4-MEDS 2026-09-23 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 MEDS No structured element list Created 2026-09-23T16:00:00-04:00 |
| consent SHOW-4-CONSENT 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 CONSENT signature, signedDate Created 2026-09-23T16:00:00-04:00 |
| authorization SHOW-4-AUTH 2026-09-23 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-4 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-4-ASSESS | Dr. Quinn Mercer (S-09) |
| F11.20 | SHOW-4-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-4-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-B · demo-route demo-schedule | SHOW-4-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| H0015 | 3 weekly and PRN 2026-10-23 | SHOW-4-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-4 | part2 · demo-payment HUMANA | 2026-09-23 through 2027-10-08 9 structured elements |
| CV-Sofia Grant (C-0004) | HUMANA | 2026-07-26 through open ended Verified demo coverage |
Claims and remittances
| Claim · service | Units · payer | Status · related note |
|---|---|---|
| CLM-1 2026-09-28 · H0015 | 1 day HUMANA | denied No matched note supplied |
Remittances and denial follow-up
| Claim | Decision · date | Follow-up |
|---|---|---|
| CLM-1 | denied · 2026-10-01 DEMO-ATTACHMENT-MISSING | No work action recorded |
Executed checks and source gaps
47 passed · 17 failed · 21 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| NOTE-LATE N-FLOW | pass | Required inputs checked |
| NOTE-UNSIGNED N-FLOW | pass | Required inputs checked |
| NOTE-NO-TIME N-FLOW | pass | Required inputs checked |
| NOTE-CLONED N-FLOW | pass | Required inputs checked |
| NOTE-COSIGN N-FLOW | pass | Required inputs checked |
| NOTE-TIMES N-FLOW | skipped | MH time rule not applicable |
| GROUP-SIZE N-FLOW | skipped | Group size not supplied or not a group note |
| SERVICE-NO-AUTH E-4:gap | fail | Condition requires review |
| ASSESS-DIMENSIONS AS-4 | fail | Condition requires review |
| PLAN-ELEMENTS P-4C | fail | Condition requires review |
| WEEK-HOURS E-4:2026-09-27 | fail | Condition requires review |
| DAY-HOURS E-4:2026-09-24 | pass | Required inputs checked |
| DAY-HOURS E-4:2026-09-25 | pass | Required inputs checked |
| DAY-HOURS E-4:2026-09-26 | pass | Required inputs checked |
| DAY-HOURS E-4:2026-09-27 | pass | Required inputs checked |
| WEEK-HOURS E-4:2026-09-20 | pass | Required inputs checked |
| SERVICE-NO-AUTH E-4:pending | pass | Required inputs checked |
| PLAN-ELEMENTS P-SHOW-4 | pass | Required inputs checked |
| ASSESS-DIMENSIONS AS-SHOW-4 | pass | Required inputs checked |
| ASSESS-MISSING E-4 | pass | Required inputs checked |
| TIME-ISP-INITIAL E-4:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST E-4:AUTH-REQUEST | fail | DMAS fallback — verify payer contract |
| TIME-ISP-COMPREHENSIVE E-4:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-FFS-RECONSIDERATION E-4:FFS-RECONSIDERATION:D-FFS | pass | Clock upcoming; Submitted in ANG within 30 calendar days of the initial determination letter, with added evidence. Late reconsiderations are denied as untimely, and this step must be exhausted before a DMAS appeal. |
| TIME-ISP-REVIEW E-4: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-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOB E-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESS E-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONE E-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSN E-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDER E-4 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAID E-4 | skipped | Two comparable identity sources are required |
| CONS-DX E-4 | fail | Condition requires review |
| CONS-MEDS E-4 | fail | Condition requires review |
| CONS-LOC E-4 | fail | Condition requires review |
| CONS-PAYER E-4 | pass | Required inputs checked |
| CONS-DATES E-4 | pass | Required inputs checked |
| COMP-NOTE-FIELDS D-N-FLOW | pass | Required inputs checked |
| COMP-SIGNED D-N-FLOW | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIG SHOW-4-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICE SHOW-4-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLAN SHOW-4-PLAN | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILE SHOW-4-ASSESS | pass | Required inputs checked |
| COMP-ASSESS-ELEMENTS SHOW-4-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-MEDS | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-CONSENT | pass | Required inputs checked |
| COMP-SIGNED SHOW-4-AUTH | pass | Required inputs checked |
| COMP-MOUD E-4 | pass | Required inputs checked |
| PEOPLE-CRED-SCOPE SHOW-4-PLAN | pass | Required inputs checked |
| PEOPLE-CRED-SCOPE SHOW-4-ASSESS | pass | Required inputs checked |
| ASAM-DX-BY-LICENSED DX-A-4 | pass | Required inputs checked |
| ASAM-DX-BY-LICENSED DX-P-4 | pass | Required inputs checked |
| CLAR-ISP-FREQ-MISSING PS-4 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIG PS-4 | fail | Condition requires review |
| CLAR-PLAN-VS-DELIVERY PS-4 | fail | Condition requires review |
| CLAR-GOALS-MEASURABLE E-4 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-GOAL-LINK E-4 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-NOTE-TIME-SUPPORT E-4 | skipped | No qualified text-reader assessment supplied; not a pass |
| CLAR-CONTRADICTION E-4 | skipped | No qualified text-reader assessment supplied; not a pass |
| ASAM-CONTINUED-STAY E-4 | skipped | No qualified text-reader assessment supplied; not a pass |
| COMP-PART2-CONSENT CON-SHOW-4 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURE CON-SHOW-4 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENT CON-SHOW-4 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTE SES-12 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-13 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-14 | fail | Attended day still has no note after the next business day |
| REV-ATTEND-NO-NOTE SES-15 | pass | Note exists |
| REV-NOTE-RETURNED-OPEN N-FLOW | pass | Required inputs checked |
| REV-APPROVAL-LAG N-FLOW | fail | Condition requires review |
| REV-LATE-ENTRY-HOLD N-FLOW | pass | Required inputs checked |
| REV-APPROVED-NO-CLAIM N-FLOW | skipped | Note is not approved and ready |
| REV-TIMELY-FILING N-FLOW | skipped | Unapproved note cannot be queued for filing |
| REV-SERVICE-UNBILLED N-FLOW | skipped | No separately billable configured service |
| FLOW-UNREVIEWED N-FLOW | pass | Required inputs checked |
| FLOW-MISMATCH N-FLOW | fail | Condition requires review |
| REV-CLAIM-NO-NOTE CL-ORPHAN | fail | Condition requires review |
| REV-PAYER-CREDENTIAL CL-ORPHAN | pass | Required inputs checked |
| REV-COVERAGE-CHANGE CL-ORPHAN | pass | Required inputs checked |
| REV-UNITS-OVER-AUTH AU-FLOW | pass | Required inputs checked |
| REV-UNITS-BURN AU-FLOW | skipped | Authorization period ended |
| PAYER-DENIAL-DEADLINE RM-SHOW-UNWORKED | skipped | Guide and claims website disagree on anchor. |
| REV-DENIAL-UNWORKED RM-SHOW-UNWORKED | fail | House follow-up deadline; payer appeal clock is separately sourced |