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Compliance & Quality

Built for compliance & quality leaders

Move from reactive chart chasing to programs you can measure: audits, ADRs, and regulatory rules enforced in the workflow — not in a spreadsheet after the fact.

  • ·HIPAA-aligned hosting, encryption, tenant isolation, RBAC, and a full audit trail for clinical and admin actions.
  • ·Live auditing for Dx alignment, narrative quality, skilled justification, LCD coverage, and authorization fit — before billing touches the claim.
  • ·Chart audit rounds with configurable scoring and AI-assisted review to run internal QA at scale.
  • ·ADR lifecycle from receipt through submission and appeal, with deadlines and dollars-at-risk visibility.
  • ·State supervision & practice act rules with warn-or-block enforcement, co-sign timing, and assistant scope.
Phoenix Therapy compliance dashboard showing audit pass rates, open ADRs, overdue documents, and program worklists.
HIPAA
Fully compliant
12
Compliance modules
AI
Chart audit rounds
50
State rule sets
AI-Powered Auditing

Catch issues before they become denials

Phoenix runs continuous AI audits on every chart — checking diagnosis alignment, narrative quality, skilled justification, LCD coverage, and authorization fit. Issues surface in real time, inside the document editor, before the note reaches billing or goes out the door.

Real-time compliance signals

Dx alignment, narrative quality, and skilled justification checks fire while the clinician is still writing — not after the note is signed.

AI chart audit rounds

Run structured QA programs with configurable rubrics — random sampling, new-hire reviews, and pre-billing checks. AI scores each chart and surfaces strengths and recommendations.

ADR lifecycle management

Track Additional Documentation Requests from receipt through submission and appeal, with deadlines, dollars-at-risk visibility, and AI-generated cover letters.

Supervision & practice act enforcement

State-specific PTA and COTA supervision rules with configurable warn-or-block enforcement, co-sign timing, and assistant scope validation.

Recertification & deadline tracking

Automatic monitoring of POC recert intervals, ARD dates, and document deadlines per payor — with alerts that fire before something is overdue.

AI Compliance Audit · Margaret Wilson · PT
Chart Audit — Daily Note
Margaret Wilson · PT · SNF Medicare A
87
Audit Score
Dx Alignment
Pass
Skilled Need
Pass
LCD Coverage
Warning
Auth Match
Pass
LCD Coverage — Needs Review
Treatment narrative does not include functional limitation detail required by LCD L33631 for CPT 97110. Add measurable functional deficit and prior level of function to support medical necessity.
Narrative Quality
78%
Goal Documentation
92%
State Supervision Rules

Configurable PTA & COTA supervision by state

Pre-loaded federal and state-specific defaults for every jurisdiction. Warn or block when supervision visits are overdue — with co-sign timing and assistant scope validation.

Phoenix Therapy state supervision rules configuration showing Arizona and California PTA and COTA rules with warn-or-block enforcement, visit frequency thresholds, and state regulation citations.
Compliance & Security

Compliance isn't an afterthought — it's the foundation

From HIPAA-compliant infrastructure to automated regulatory tracking, Phoenix Therapy is built so your team never misses a deadline, loses a document, or fails an audit.

HIPAA Infrastructure

AWS KMS encryption at rest, TLS 1.3 in transit, tenant-isolated data, and Cognito-based authentication with SSO and MFA.

Recertification Tracking

Automatic POC recert interval monitoring per payor. Alerts fire when deadlines approach — no more missed recertifications.

ARD Date Monitoring

Assessment reference dates tracked across all patients. Dashboard alerts surface upcoming ARDs so documentation is never late.

Document Triggers

Configurable triggers fire when progress notes, discharge summaries, or other documents come due based on visit count or calendar rules.

Full Audit Trail

Every action — clinical, administrative, and AI audit findings — is timestamped and logged. Export audit data for any time range on demand.

Payor Rule Engine

Configure rules per payor plan — recert intervals, progress note frequency, prior auth requirements, telehealth, and assistant supervision levels.

LCD Management

Local Coverage Determination rules engine with facility-level overrides. LCD validation runs live inside the document editor so clinicians get real-time coverage feedback.

Prior Auth Tracking

Track authorization status, CPT limits, and renewal dates per patient. Alerts fire when auths are expiring so visits are never delivered without coverage.

Signature Tracking

Operations dashboard showing every pending physician signature and co-sign request across all facilities. Know exactly where documents are in the signing pipeline.

State Supervision Rules

PTA and COTA supervision tracking by state with configurable enforcement — warn or block when supervision visits are overdue. Pre-loaded federal and state-specific defaults for every jurisdiction.

Practice Act Rules

State-specific practice act enforcement for co-signature requirements, goal documentation rules, and assistant scope of practice — with deadline tracking and automatic alerts.

ADR Tracking

Full lifecycle tracking for Additional Documentation Requests from payors — from receipt through submission and appeal. AI generates cover letters, and dashboards track at-risk claim dollars and deadlines.

Prove your program on one system

We’ll show how audits, ADR, and supervision rules connect to live documentation — end to end.

Request a demo