Direct treatment
Review how behaviors, interventions, replacement skills and the client’s responses are documented, including prompts and reinforcement.
Review clinical content, check alignment with the client’s saved plan and refine the writing. Know what needs attention before you use the note.
Open private note reviewAvailable in private Notes · Sign-in required
You decide which edits belong in the final note.
The review follows the service you select. These are the areas covered across the review levels; plan checks need a saved client profile.
Review how behaviors, interventions, replacement skills and the client’s responses are documented, including prompts and reinforcement.
Look for the analyst’s specific actions, the protocol decision and its clinical basis, plus supervisee performance and feedback when applicable.
Review the training objective, active caregiver participation, teaching methods, caregiver performance and follow-up practice.
With a saved client profile, the reviewer can compare named behaviors, replacement programs, interventions, teaching methods and prompts with that profile. Without it, plan alignment has not been checked. It cannot verify facts that were never provided.
Both levels include writing suggestions. The difference is the clinical and documentation checks included.
Grave errors and wording
Focus on critical clinical checks and clear, objective language. Useful for a focused first review.
Expanded documentation review
Use the complete service-specific rule set for a broader documentation review, including the checks in Basic.
These are review scopes, not subscription tiers or a guarantee of payer approval.
Start with the note you already have. Finish with changes you have reviewed yourself.
Open “Review a note” in private Notes. Paste the narrative and select 97153, 97155 or 97156. You can review text written in another system.
Select Basic or Full. Optionally choose a client with a saved profile to include the plan comparison. Without that profile, the review uses the service rules only.
See the review result, findings ordered by severity and the passages involved. Writing suggestions appear separately. Incomplete checks are identified.
Apply an available correction individually, or preview the combined improvements beside the original. Edit before using the text, rerun the review and copy the final note to your record system.
Review happens inside your authenticated Notes workspace, not on this public page. Signed Business Associate Agreements support the private clinical workflow. Pasted-note review does not create a saved note.
Read about privacy and AI useNo. You can paste a note and run a rules-only review. To compare behaviors, programs and procedures with the plan, select a client whose profile has already been saved in your private workspace.
No. You choose which suggestions to apply. For pasted notes, changes affect the text on screen; use Copy note to take the revised version back to your record system. After an edit, the previous review is marked out of date until you run it again.
When a finding requires an observed session detail, the reviewer asks for that information instead of offering an automatic replacement. The clinician must verify the facts and the final wording.
No. The score reflects the checks completed by this reviewer, not payer approval. Verify the facts, the final note and the applicable documentation requirements before using it.
No. Pasted-note review does not create a saved note or calendar entry. Its text is processed privately for the review and remains on the screen for you to edit and copy. This differs from notes generated and saved inside a client’s record.
Contact us for a Ultra plan tailored to your team and review volume. Review allowances are separate from the draft-note quantities shown in individual Notes plans; the published draft counts do not promise the same number of reviews.
Open the reviewer, or talk with us about your agency’s needs.