Eliminate manual audits.Audit everything, continuously.
Manual audits sample a handful of charts, weeks after the fact. Compliance Agent audits 100% of your therapy documentation across 21 compliance dimensions — continuously when your EMR is connected, on demand when you upload — with evidence, severity, and a clear path to fix.
Manual audit programs can't keep up. They don't have to.
Hours per chart, dozens or hundreds of residents. Sampling is the only way to cope.
Different reviewers catch different issues — compliance quality depends on who's looking.
Most issues surface only when a payer requests documentation or a denial arrives.
Findings travel by email and hallway conversation, with no tracking or follow-through.
Compliance Agent flips the model: every document audited automatically, the same rules every time, findings the day they're written — each one tracked to resolution.
Grounded in the rules Medicare reviewers actually apply
Every check cites its source — 42 CFR, the Medicare Benefit Policy Manual, Jimmo v. Sebelius, and state practice acts.
129 checks in all
From documents to resolved findings
Connect or upload
Documentation flows in automatically — or upload charts from any EMR. No workflow changes.
Audits run continuously
Connected EMR? Every document is checked as it lands. Uploading? Run an audit on demand — all 21 dimensions, cited evidence.
Findings become tasks
Assign findings with severity and due dates. Executive summaries keep leadership current.
Coach closes the loop
Recurring findings turn into assigned training — so the next note is right the first time.
Walk into any survey already knowing the answer
- Executive summaries and facility scores, current every day
- Every finding carries its evidence and its CMS citation
- Findings assigned, tracked, and resolved — nothing ages out silently
Audit finds it. Coach prevents the next one.
Therapists re-educate themselves — or you assign specific content packs based on what audits surface. Progress is tracked, so Coach doubles as your onboarding program for new hires.
CMS rules, by discipline
14 content packs — Physical Therapy, Occupational Therapy, and Speech-Language Pathology across evaluations, daily notes, and progress notes, plus PDPM and supervision. Every rule cites the regulation, with compliant and non-compliant examples.
Write. Get scored. Improve.
A safe workspace with instant AI compliance feedback — a consistent 0–100 score, specific findings, and suggested rewrites to preview and apply.
Check real drafts before signing
Paste or upload a draft and run the same checks the audit uses — so issues are fixed before the note ever enters the record.
Onboard new therapists in days, not months
Assign a new grad the PT evaluation pack on day one. Watch scores climb across their first ten practice sessions. Know they're ready before their first real note.
Coach is a training and self-assessment tool — not a compliance certification. AI findings and rewrites are suggestions that require clinical judgment.
Frequently asked questions
Do we need to replace our EMR to use Compliance Agent?
No — no integration is required. Upload documentation and Compliance Agent starts delivering findings within minutes, with no implementation project and no workflow change for your clinicians. When you want audits running continuously, connect your EMR — that’s an upgrade you choose, never a prerequisite.
How is this different from our manual audit program?
Manual programs sample a handful of charts, weeks after documentation is written, and different reviewers catch different issues. Compliance Agent checks every document against the same 129 checks every time, as documentation arrives, and tracks every finding to resolution.
What rules does the audit engine check?
The engine evaluates 21 compliance dimensions with 129 discrete checks — medical necessity, skilled service justification, plan-of-care compliance, timeliness, goal quality, PDPM consistency, signatures, scope of practice, and more. The rules are grounded in cited regulatory sources — 42 CFR, the Medicare Benefit Policy Manual, Jimmo v. Sebelius, and state practice acts — and findings carry their evidence and applicable citations.
Does the AI decide what is compliant on its own?
No. Every finding carries its evidence — the document, page, and section it came from — plus a severity and confidence level. Your team reviews, assigns, dismisses with a reason, or resolves.
What is Coach and is it included?
Coach is included with Compliance Agent. It turns audit findings into training: therapists learn CMS documentation rules by discipline, practice writing notes against instant AI feedback, and check real drafts before signing. Administrators can assign specific content packs and track progress — which also makes Coach a complete onboarding program for new hires.
How fast do we see value?
Almost immediately. Upload documentation and your first audit results — organized by resident, scored, and ready to assign — arrive in minutes. Setting up your whole team with users and roles typically takes less than a day.
No integration required. Findings in minutes.
Compliance Agent runs on demand alongside your existing EMR — no migration, no workflow changes, results from your first de-identified sample.