Compliance Checker is in beta, which means we're still making adjustments based on your feedback.
What is Compliance Checker?
Compliance Checker reviews your notes to see if they're compliant with insurance payer criteria.
Please be aware:
The results of Compliance Checker should not be relied upon as legal advice, and we cannot guarantee 100% accuracy or completeness. We recommend checking the results.
Watch our video, or read on:
Compliance Checker in your Upheal notes
You can use Compliance Checker directly in your Upheal notes. Here's how:
Go to the note you'd like to check.
Click Check for compliance.
Click Start Compliance Checker.
Once the check is finished, you'll see if the note is Compliant or Not compliant. All criteria are listed as met or unmet in the compliance criteria results.
To see details from unmet criteria, click on each item. Some items allow you to update the information to make your note compliant.
If you make updates to the note, run Compliance Checker again.
Please feel free to use the thumbs up/down icon to tell us how Compliance Checker did! Your feedback helps us improve over time.
Compliance Checker for downloaded notes
Use Compliance Checker on any note — one generated by Upheal, a note you wrote yourself, or one from another scribe. Just save it as a PDF, and you can upload it to Upheal. Here's how:
Find Compliance Checker in the Upheal menu:
Select the compliance criteria you'd like to use.
Currently, our available criteria are based on requirements from the insurance providers Aetna and Optum.
Upload the notes you'd like to check.
PDFs up to 50 MB are accepted. Upheal does not store the documents you upload.
Once your files are uploaded, click Run Compliance Check.
Your Compliance Checker report will list which criteria are met and which aren't.
You can download the report as a PDF, or check more documents.
Please feel free to use the thumbs up/down icon to tell us how Compliance Checker did! Your feedback helps us improve over time.
Running Compliance Checker automatically on all notes
If you know you want to use Compliance Checker for every note, you can set it up to run automatically in your Settings.
Go to Settings.
Click Compliance Checker.
Switch on Run Compliance Checker automatically.
This automatically turns on summary emails, which will tell you about any notes that aren't compliant at the end of your workday.
To turn off the emails or change the delivery time, click notification settings in the message, or go to Notifications in Settings.
If you need time to review or edit your notes before automatically checking for compliance, set a delay for running Compliance Checker.
Your changes are saved automatically.
Looking for Note Audit? Compliance Checker is the same tool with a crystal-clear new name.