Note Audit is in beta, which means we're still making adjustments based on your feedback.
What is Note Audit?
Note Audit reviews your notes to check if they're compliant with insurance payer criteria.
Please be aware:
The results of Note Audit 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:
How to use Note Audit
Find Note Audit 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 Note Audit 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 Note Audit did! Your feedback helps us improve over time.