Compliance review
Check healthcare documents against your program, payer and QA criteria. See possible gaps with page-linked evidence. Your team makes the final call.
Built for agencies with an existing system or a high volume of notes. New agencies should start with Case Management.
Start with readable PDFs. EHR import connections depend on API access and onboarding.
Keep your existing EHR
Keep the EHR, state system or case-management platform your agency already uses. Upload readable PDFs and start analysis against selected configurable criteria.
If your EHR offers API access, we build an import connection during onboarding. Your EHR stays the source of record.
Already using OCP?
With AI Review enabled by your admin, staff can run a check on a contact note’s visit summary against your agency’s instructions.
Staff start the review, consider the feedback and edit the note. This is a separate Case Management workflow; it does not automatically approve notes.
Explore contact-note review →Your reviewers make the final call on every flag.
The compliance checker flags notes against rules your agency admin configures.
Evidence: PDF page 2
Admin-configured rules flag possible matches to previously uploaded notes and duplicate notes. Your reviewer decides which findings need follow-up.
Reviewer confirms the finding
Upload readable PDFs and choose your program criteria. Start analysis for each document. API-based imports are configured during onboarding where available.
AI identifies possible gaps. Open the cited page to verify the evidence and decide what needs attention.
Finding disposition: confirm, dismiss, or resolve. Document decision: approve, return, or escalate. Each action remains an authorized human decision.
Use it on its own, or alongside Case Management
$299/mo
500 reviews · $1.00 per extra review
$599/mo
1,250 reviews · $0.60 per extra review
$1,199/mo
3,000 reviews · $0.50 per extra review
Compliance Review has its own subscription, with no additional platform fee when used on its own. If you add Case Management or Billing, their shared $299 platform fee and usage charges apply separately. See full pricing.
Review essentials
Files: export readable PDFs from your existing system to start reviewing today. Each document is analyzed separately.
Evidence: AI-provided evidence text with a cited PDF page for human verification.
Document quality: start with clear PDF exports. Tell us about any scans or handwriting on a demo so we can plan the right intake for your team.
Criteria: configure program, payer and internal QA checks with the guidance your organization uses.
Source system: your EHR stays authoritative. Want fewer manual exports? Tell us which EHR and records you use so we can explore a connected workflow. Review Insights shows patterns by program and criterion.
Human oversight: authorized reviewers verify each review flag and decide what needs follow-up. With Case Management, an admin can give an auditor read-only access in OCP to only the case managers, participants and specific contact notes they assign.
The standalone documentation review workflow supports manually uploaded PDF visit notes, chart records, assessments and other healthcare documents. Authorized human reviewers verify evidence-linked review flags before deciding what needs follow-up.
Evaluation examples
Based on the selected criteria and the information available in the individually uploaded document, Compliance Review may help reviewers look for:
Compliance review flags notes copied or pasted from previous notes and duplicate notes using rules the agency admin configures. Human reviewers make the final decision. Read the duplicate-note and copy-forward risk guide.
Keep a qualified reviewer in control of every finding.
Human oversight
Compliance Review highlights possible gaps with cited pages so reviewers can investigate and follow up before the separate billing process.
Primary operating platform
Choose Case Management for caseloads, plans, visits, notes, authorizations, supervisor processes, and related program operations.
Explore Case Management →Separate review layer
Review visit notes, chart records and assessments as PDFs against your program, payer and internal QA criteria while retaining your EHR. Want fewer manual exports? Tell us which EHR you use on a demo. For a local example, see the Texas mental health TCM documentation review guide.
Explore documentation QA and service-note review resources →Bring readable PDF visit notes, assessments, chart records and other healthcare documents. You can select several at once, and each PDF receives its own review. If you work with scans or handwriting, tell us about their format on a demo so we can plan the right intake.
Yes. Your team configures review criteria by program using the payer guidance and internal QA standards that apply to your work.
No. Keep your EHR as your system of record. Upload PDFs and start reviewing on day one; if your EHR offers API access, we build the connection during onboarding.
Yes. Your team can review possible gaps, follow up with staff and make its documentation decision before the separate billing handoff.
Review Insights currently shows patterns by program and review criterion. If staff-level views would help, tell us how your team tracks staff and what you want to see so we can plan that view with you.
An authorized reviewer checks the cited page and evidence behind each flag, then confirms, dismisses or resolves it and records a document decision: approve, return or escalate. Your team makes any needed changes in its source record.
Yes. If your EHR offers API access, we build the connection during onboarding so documents flow into review automatically. Your team can upload PDFs and start reviewing from day one while the connection goes live.
When an administrator enables AI Review, staff can start a check of a contact note’s visit summary against agency instructions. Staff review the feedback and decide what to edit. This is a separate Case Management workflow; it does not automatically approve notes or run the standalone PDF review workflow.
Already using it? Inside the portal the module is labelled Compliance Review. The Compliance Review user guide walks through programs and criteria, uploads, the review workspace, and recording decisions.
Compliance Review
Bring the document types and criteria you want to review. We'll walk through the options for your EHR. Please don’t send records through the booking form.
Book a 30-minute demoDo not submit PHI, service-recipient names, clinical details, or records through the marketing booking flow.
