How Documentation Review Works

Start with a scorecard. Before any chart of yours is processed, we walk you through what documentation-quality scoring looks like on sample charts, in fifteen minutes.

The Workflow

A visit PDF goes in, reviewable findings come back in minutes, and a person approves, corrects and exports them

1

PDF Upload

Visit documentation goes in as a PDF and appears in the dashboard queue. There is no EHR integration and no implementation project.

2

Smart Extraction

Automated extraction identifies key visit information, diagnoses, and documentation patterns.

3

Suggestions in Dashboard

Evidence-backed suggestions appear in your dashboard for review, with status tracking from queued to processing to needs review.

4

Dashboard Review + Scoring + Sign-off

Review suggestions in your dashboard, prioritize using scoring, and sign off with full audit trail.

Technology That Works With Your Team

Our system handles extraction and code validation. Every output is designed for human review. Providers and coders stay in control of every decision. Audit evaluation is launching shortly.

  • Analyzes clinical documentation across all visit sections
  • Charts arrive marked "needs attention" or "clean"
  • Every suggestion carries the finding it rests on and the reasoning
  • Audit scoring: 0-100, with charts that need attention flagged (launching shortly)
  • Full audit trail: who reviewed, what changed, when signed off

Outputs require clinical/coding review; results may vary.

Book the 15 Minutes

Scoring + Feedback Loop

PDF in, automated review, findings with their reasoning, provider correction, sign-off

How Scoring Works

Scoring acts as an attention and priority indicator. It is not a medical diagnosis. It highlights which cases need immediate review based on documentation completeness and potential opportunities.

Feedback & Rationale

Every suggestion includes evidence-backed rationale to support review. See what was missed, why it matters, and what needs correction, all with source references.

The Improvement Loop

Fix documentation gaps → re-run → improve score → finalize/sign off. This self-serve workflow reduces back-and-forth and helps clinics improve documentation quality over time.

Suggestions are for review support. Final coding and clinical decisions remain with licensed professionals.