Two products, one job
Make an audit a non-event.
One screen tells you exactly who's ready to bill and what's missing. One click turns any patient-month into a signed, defensible clinical record, white-labeled with your logo and filed straight to the chart.
The Audit Readiness dashboard
Know you can bill before you bill. Three big-number stat cards (Total, Incomplete, Complete) sit above a patient table where a green / orange / red status pill grades every chart, and each empty required field flags itself in-cell with a bold “Missing” tag.
- Stat cards: Total Patients, Incomplete (red when > 0), Complete (green)
- Green “Complete” · orange “1-2 missing” · red “3+ missing”, sorted worst-first
- Every blank required field flags in-cell; optional fields read a neutral “Blank”
- RPM and CCM tabs, with CCM stricter (it requires a shared care plan & ≥ 2 diagnosis codes)
- Fix-it modal: set the fields and the row re-grades on the spot, with the compliant consent paragraph rendered live
·Audit ReadinessTotal Patients
4
Incomplete
2
Complete
2
The Audit Report PDF
And prove it in one click. A professional, white-labeled clinical record for one patient, one month: your logo on top, blue-accented sections, and evidence tables that read like a chart.
- Patient snapshot, program details & the CPT breakdown (e.g. “99458 ×2”)
- A signed attestation that reads “Reviewed & signed by [provider] on [date]”
- Evidence tables: readings, monitoring sessions with staff-attributed time, notes, SMS & events
- Logged compliance calls carry a blue “Comm” badge
- An event-log finale: a chronological diary of everything that justified the month's billing
·Audit Report · PDFMargaret Reyes
Mar 1-31, 2026 · RPM
Monitoring time
24 hrs 15 mins
Device
BP cuff · SN 4471
Days of readings
18
CPT
99457, 99458 ×2
The roster summary
Everyone's billable status on one landscape sheet, a matrix across the RPM CPT codes showing exactly where each patient stands.
- One line per patient · billable status across 99453 / 99454 / 99457 / 99458
- Each cell reads “Can Bill”, “Previously Billed”, or “Can Bill ×2”
- Deactivated patients tagged, so nothing slips
·Roster SummaryMargaret Reyes
18 days
Harold Kim
22 days
Alice Nguyen
9 days
Rosa Delgado(Deactivated)
16 days
One-click exports
Pick a month, click, and get a finished branded document with no assembly. Export a single patient, the whole roster, or a multi-month ZIP with one report per month.
- Single-patient PDF: one patient, one month
- All-patient roster PDF: the whole panel, landscape
- Multi-month ZIP: one report per month, zipped
- Every export white-labeled with your logo
·ExportSingle-patient PDF
One patient · one month
All-patient roster PDF
Whole roster · landscape
Multi-month ZIP
One report per month
Filed straight to your EHR
The same report you export files itself into the EHR chart, with no manual PDF upload. Audit-ready documentation lands in the chart, attributed to the right provider.
- Audit & monitoring documents pushed into the chart automatically
- Attributed to the correct provider, never left unassigned
- Works across our EHR integrations (Athena Health, PointClickCare, Charm Health)
- No manual export-and-upload step
·Auto-file to EHR
ChartThe same report you export files straight into the chart: RPM & CCM documents, attributed to the right provider, through our EHR integrations.
Summary