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
Theo Morgan (C-0008)
3.1 · DMAS · 2026-10-02 admission
Episode clocks
| Clock | Due | Result / evidence |
|---|---|---|
| TIME-ISP-INITIAL Initial treatment plan (initial ISP) | Exact anchor unavailable | skipped DMAS Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST Initial approval request sent to the plan | 2026-10-05 | fail DMAS Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| TIME-ISP-COMPREHENSIVE Comprehensive treatment plan (comprehensive ISP) | 2026-11-01 | pass DMAS Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEW Next treatment plan review | 2026-11-01 | pass DMAS Clock upcoming; At least every 30 calendar days at 3.1, and whenever needs change. A plan not updated on time is "outdated". |
Findings 1
| Finding / record | Priority · payer | Owner · due | Evidence / state |
|---|---|---|---|
| TIME-AUTH-REQUEST Theo Morgan (C-0008) · E-8:AUTH-REQUEST Initial approval request sent to the plan | urgent DMAS | ur · Cameron Lee (S-11) 2026-10-05 | open A-011, M-002 Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). Review action |
Units ledger
| Authorization · payer | Units authorized | Delivered / approved / billed | Remaining · end |
|---|
No items in this view.
Mindful Note Review
| Note | Readiness | Review state |
|---|
No items in this view.
Mailbox and team
| Line | Status |
|---|---|
| CH-016 · Confirmation of receipt for Theo Morgan (C-0008). | Cataloged receipt |
| CH-017 · Team update recorded; not posted for Theo Morgan (C-0008). | 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 |
|---|---|---|
| demographics SHOW-8-FACE 2026-10-02 | Jamie Ross (S-08) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 FACE No structured element list Created 2026-10-02T16:00:00-04:00 |
| plan SHOW-8-PLAN 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 PLAN needs, goals, services, agencies, discharge, family, aftercare, pharmacotherapy, choice, signature, levelOfCare Created 2026-10-02T16:00:00-04:00 |
| assessment SHOW-8-ASSESS 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 ASSESS history, medical, psychiatric, substance, risk, strengths, riskRating, immediateNeeds Created 2026-10-02T16:00:00-04:00 |
| medication-list SHOW-8-MEDS 2026-10-02 | Dr. Quinn Mercer (S-09) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 MEDS No structured element list Created 2026-10-02T16:00:00-04:00 |
| consent SHOW-8-CONSENT 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 CONSENT signature, signedDate Created 2026-10-02T16:00:00-04:00 |
| authorization SHOW-8-AUTH 2026-10-02 | Dana Patel (S-01) signed · version 1 | View supplied demo artifactDEMO RECORD SHOW-8 AUTH No structured element list Created 2026-10-02T16:00:00-04:00 |
Diagnoses, medication and planned services
Fictional chart facts. Medication codes and doses are demonstration placeholders.
Diagnoses
| Code | Document | Recorded by |
|---|---|---|
| F10.20 | SHOW-8-ASSESS | Dr. Quinn Mercer (S-09) |
| F10.20 | SHOW-8-PLAN | Dr. Quinn Mercer (S-09) |
Medication reconciliation
| Medication | Dose · route · schedule | Record |
|---|---|---|
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-8-MEDS · active |
| DEMO-MED-A | DEMO-DOSE-A · demo-route demo-schedule | SHOW-8-PLAN · active |
Planned services
| Service | Frequency · target | Source |
|---|---|---|
| DEMO | 3 sessions weekly 2026-11-01 | SHOW-8-PLAN |
Consent and coverage
| Record | Scope | Status |
|---|---|---|
| CON-SHOW-8 | part2 · demo-payment DMAS | 2026-10-02 through 2027-10-08 9 structured elements |
| CV-Theo Morgan (C-0008) | DMAS | 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
17 passed · 1 failed · 41 skipped
| Rule / subject | Result | Evidence |
|---|---|---|
| PLAN-ELEMENTS P-SHOW-8 | skipped | Rule does not apply to this level |
| ASSESS-DIMENSIONS AS-SHOW-8 | skipped | Rule does not apply to this level |
| ASSESS-MISSING E-8 | skipped | Rule does not apply to this level |
| TIME-ISP-INITIAL E-8:ISP-INITIAL | skipped | Clock needs an exact source timestamp or anchor |
| TIME-AUTH-REQUEST E-8:AUTH-REQUEST | fail | Clock overdue; DMAS-recommended initial filing within 1 business day of service initiation. FFS follows these recommendations; MCO deadlines require the signed payer contract (M-002). |
| TIME-ISP-COMPREHENSIVE E-8:ISP-COMPREHENSIVE | pass | Clock met; Within 30 calendar days of starting services, required even if the person is discharged earlier. |
| TIME-ISP-REVIEW E-8:ISP-REVIEW | pass | Clock upcoming; At least every 30 calendar days at 3.1, and whenever needs change. A plan not updated on time is "outdated". |
| CONS-DEMO-NAME E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-DOB E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-ADDRESS E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-PHONE E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-SSN E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-GENDER E-8 | skipped | Two comparable identity sources are required |
| CONS-DEMO-MEDICAID E-8 | skipped | Two comparable identity sources are required |
| CONS-DX E-8 | pass | Required inputs checked |
| CONS-MEDS E-8 | pass | Required inputs checked |
| CONS-LOC E-8 | skipped | Rule does not apply to this level |
| CONS-PAYER E-8 | skipped | No claim payer comparison available |
| CONS-DATES E-8 | skipped | No dated service documents |
| COMP-SIGNED SHOW-8-FACE | pass | Required inputs checked |
| COMP-ISP-CLIENT-SIG SHOW-8-PLAN | pass | Required inputs checked |
| COMP-INFORMED-CHOICE SHOW-8-PLAN | pass | Required inputs checked |
| COMP-DISCHARGE-PLAN SHOW-8-PLAN | skipped | Rule does not apply to this level |
| COMP-SIGNED SHOW-8-PLAN | pass | Required inputs checked |
| COMP-ASSESS-PROFILE SHOW-8-ASSESS | skipped | Rule does not apply to this level |
| COMP-ASSESS-ELEMENTS SHOW-8-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-8-ASSESS | pass | Required inputs checked |
| COMP-SIGNED SHOW-8-MEDS | pass | Required inputs checked |
| COMP-SIGNED SHOW-8-CONSENT | pass | Required inputs checked |
| COMP-SIGNED SHOW-8-AUTH | pass | Required inputs checked |
| COMP-MOUD E-8 | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPE SHOW-8-PLAN | skipped | Rule does not apply to this level |
| PEOPLE-CRED-SCOPE SHOW-8-ASSESS | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSED DX-A-8 | skipped | Rule does not apply to this level |
| ASAM-DX-BY-LICENSED DX-P-8 | skipped | Rule does not apply to this level |
| CLAR-ISP-FREQ-MISSING PS-8 | pass | Required inputs checked |
| CLAR-ISP-FREQ-AMBIG PS-8 | pass | Required inputs checked |
| CLAR-PLAN-VS-DELIVERY PS-8 | skipped | Primary applicable source unavailable: A-026 |
| CLAR-GOALS-MEASURABLE E-8 | skipped | Rule does not apply to this level |
| CLAR-NOTE-GOAL-LINK E-8 | skipped | Rule does not apply to this level |
| CLAR-NOTE-TIME-SUPPORT E-8 | skipped | Rule does not apply to this level |
| CLAR-CONTRADICTION E-8 | skipped | Rule does not apply to this level |
| ASAM-CONTINUED-STAY E-8 | skipped | Rule does not apply to this level |
| COMP-PART2-CONSENT CON-SHOW-8 | pass | Required inputs checked |
| COMP-PART2-DISCLOSURE CON-SHOW-8 | pass | Required inputs checked |
| COMP-CRIMINAL-JUSTICE-CONSENT CON-SHOW-8 | skipped | Not a criminal justice referral |
| REV-ATTEND-NO-NOTE E-8 | skipped | Rule does not apply to this level |
| REV-NOTE-RETURNED-OPEN E-8 | skipped | Rule does not apply to this level |
| REV-APPROVAL-LAG E-8 | skipped | Rule does not apply to this level |
| REV-APPROVED-NO-CLAIM E-8 | skipped | Rule does not apply to this level |
| REV-CLAIM-NO-NOTE E-8 | skipped | Rule does not apply to this level |
| REV-LATE-ENTRY-HOLD E-8 | skipped | Rule does not apply to this level |
| REV-UNITS-OVER-AUTH E-8 | skipped | Rule does not apply to this level |
| REV-UNITS-BURN E-8 | skipped | Rule does not apply to this level |
| REV-TIMELY-FILING E-8 | skipped | Rule does not apply to this level |
| REV-DENIAL-UNWORKED E-8 | skipped | Rule does not apply to this level |
| REV-PAYER-CREDENTIAL E-8 | skipped | Rule does not apply to this level |
| REV-COVERAGE-CHANGE E-8 | skipped | Rule does not apply to this level |
| REV-SERVICE-UNBILLED E-8 | skipped | Rule does not apply to this level |