Maryland agencies
Keep your EHR. Upload readable PDFs of notes, plans, and supporting records to check them against your agency’s criteria. Reviewers can inspect flagged gaps, record their decisions, and see which items need follow-up.
Provider quick reference
For Community Pathways Waiver services, use the service name on the approved Person-Centered Plan and look it up in DDA’s guidance. Maryland’s Coordinators of Community Services help develop and monitor that plan. The guidance lists billing units, authorization instructions, billing documentation, and conflicts for each service. Maryland DDA service authorization and billing documentation guidance.
Depending on the service and delivery model, DDA lists evidence such as progress notes, service logs, timesheets, or receipts. Use the entry for the actual service to determine which evidence applies. Maryland DDA service authorization and billing documentation guidance.
Internal workflow example. Compare the service in the note or log with the approved Person-Centered Plan and service authorization. Check that the documentation supports the units being reviewed. Ask a qualified reviewer to resolve any gap before releasing the claim.
Keep your EHR as the record system. Use standalone Compliance Review to flag gaps in readable PDFs against criteria your agency configures and have a reviewer record the decision.
Sources checked .
Use the modules together or start with the workflow your agency needs most.
Use standalone Compliance Review for supervisor checks, audit preparation, or pre-billing QA. Reviewers compare findings with the cited page, decide which findings need action, and keep a review history.
For agencies that also need a working system for case records, Case Management brings caseloads, plans, notes, and authorizations together with supervisor review.
Use Billing/RCM separately to validate claims, submit through supported clearinghouse workflows, track status, work denials, and post 835 electronic remittances.
Yes. Compliance Review works on its own. Upload readable PDFs from your existing system to start. Automated imports depend on compatible EHR API access and are configured during onboarding.
Claim submission uses supported clearinghouse workflows. We confirm payer, plan, enrollment, transaction, and claim-type fit during setup.
Bring a blank review checklist or have a de-identified sample PDF ready for the demo. We’ll walk through how your team sets criteria, reviews findings, and records decisions. Contact us.
Keep participant names, records, and other protected health information out of public contact and booking forms.
Book a 30-minute demo