Session notes that pass the audit before they’re signed.

Connect your practice management system, load your state and payer protocols, and every note is checked against them as your therapists write. Late notes chase themselves.

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Built for HIPAA Every rule cites its policy section Locked notes, full audit trail

Jordan M. · 97153 Tue Oct 27 · 3:00–6:00 PM · Home · 12 units

Due tonight 11:59 PM

Session summary

Worked on goals and Jordan had a good day. Requested juice and ball with two-word phrases on 16/20 trials (80%) with verbal prompts…

Mands

16/20

Elopement

2 /hr

Prompt

Verbal

Live audit2 to fix

Replace “worked on goals” with the specific targets.
GA ASD 602.3.3.6.6

Behavior entry needs antecedent and intervention.
GA ASD 602.3.3.4

PA AU-1182 · 940 of 1,040 units left

RBT credential current · U5 U7

Sign & submit locked

Pulls sessions, clients and authorizations from

Rethink CentralReach More systems coming · email or CSV today

How it works

Your system, your protocols. Three steps to go live.

Step 1

Connect your system

Pick Rethink, CentralReach or another platform. Sessions, cancellations, clients, staff and authorizations sync every 15 minutes. No API? Forward the scheduling emails or drop in a CSV.

Step 2

Load your protocols

Turn on the rule pack for your state Medicaid and commercial payers, then upload your own policies. Tally turns each requirement into a check, with the section it came from, for you to approve.

Step 3

Notes audit themselves

Therapists see what’s missing as they type. Notes can’t be signed until they pass. Anything late gets a reminder, then goes to the supervisor, then the owner.

Rule packs

Written from the manual, not from memory.

Each pack is built from the payer’s current policy manual and versioned. When the manual changes, you see what changed before it takes effect. Every note records the pack version it passed.

—CPT vs. credential level, modifiers, daily unit caps
—Authorization dates and units remaining
—Required note elements for each code
—Copied, pre-written or vague documentation
—Deadlines with your holidays counted

PackVersionRules

Georgia Medicaid · ASD ServicesOct 1, 202686

[Your state] MedicaidRequest a pack—

Your practice policiesUpload PDFYou approve each

One place for the people who write, review and get audited.

Therapists Today’s sessions, a guided note for each CPT code, and plain-English fixes as they type. Works on a phone.

BCBAs A review queue for their supervisees. Approve, or return with a comment. Corrections become a new version; the original stays.

Owners & billing On-time rates by provider, overdue notes, authorizations running low and credentials about to expire.

Priced per provider. Founding practices get a better rate.

We’re onboarding a small group of practices first, starting in Georgia. Email us with your practice size and the system you use, and we’ll send pricing and a walkthrough.

Email [email protected]

Your next audit, already passed.

Tell us your state, your payers and the system you use. We’ll handle the setup with you.

Get early access