Assemble a payer-ready PDF packet — demographics, notes with compliance evaluations, and PA history — for one patient.
Notes & claim-readiness
Date
Patient
Type
Discipline
Readiness
Status
Clinician coaching digest
Eligibility check — is PA required?
Instant answer from the crowdsourced payer/CPT dataset, cross-checked live against the payer's own Da Vinci CRD system when connected, plus the payer's documentation checklist (DTR) if published. Pick a patient to also run the live check.
Document intake (fax / PDF / scanned referral)
Upload a scanned or faxed referral and an AI extraction pass fills in the fields below for staff to review, correct, and apply to a new PA request. Nothing is auto-submitted -- every extracted field is a suggestion until a staff member confirms it.
File
Patient
Status
Extracted (review before applying)
Actions
New PA request
Creates a Draft request with an AI-drafted medical-necessity narrative. Nothing is sent to a payer yet -- review the narrative below, then Submit when ready.
Prior-authorization requests — deadline clock
Patient
CPT
Payer
Status
Predicted approval
Clock
Actions
Payer scorecard
Your own submission history, broken down by payer -- which payers approve you cleanly, which fight you, and where an appeal is worth the effort.
Payer
Requests
First-pass approval
Denial rate
Avg turnaround
Appeal win rate
Top denial reason
Audit log
Time
Actor
Action
Entity
Team
Name
Email
Role
Discipline
Status
Actions
Add team member
Pending invites
Invite someone by email instead of setting a temporary password yourself — they set their own password when they accept.
Email
Role
Expires
Status
Plan & subscription
Compare plans / switch plan
My security
Organization MFA policy
Users who haven't enrolled yet will be prompted to set up MFA immediately on next login before they can do anything else.
Audit & compliance
Every action in DocketHealth is written to a tamper-evident, hash-chained audit log — each entry's hash incorporates the previous entry's, so any retroactive edit or deletion breaks the chain and is detectable. Use this to produce evidence for SOC 2 / HIPAA audits.
Team access review
Flags accounts that never logged in, have been inactive 90+ days, lack MFA, or are org admins without MFA/SSO — the checks an auditor asks for first.
User
Role
Last login
MFA
Flags
Documentation compliance rules
Platform rules apply everywhere. Your organization can add state- or payer-specific rules that layer on top — these are shared across every DocketHealth organization billing that state/payer, the same way crowdsourced PA requirements are.
Code
Label
Severity
Scope
Source
+ Add a custom rule
EHR connections (FHIR ingestion)
Name
FHIR base URL
Last synced
+ Connect an EHR
Payer Da Vinci connections (CRD / DTR / PAS)
Connect a payer's FHIR endpoints to enable live "is PA required?" checks (CRD), payer-published documentation checklists (DTR), and electronic prior-auth submission with async determination (PAS). All three are optional and independent — configure whichever the payer publishes.
Payer
CRD
DTR
PAS
Status
Last checked
+ Connect / edit a payer's FHIR endpoints
Enterprise SSO
Notification routing
Route PA deadline escalations, breaches, documentation gap alerts, and the weekly digest to email, SMS, or a Slack/webhook URL.
Channel
Target
Events
Weekly practice digest
Claim-readiness trend, PA approval trend, deadlines needing attention, top denial reasons, and which payers are worth watching -- one summary instead of four tabs. Send it now, or route it automatically above.
Usage-based billing (Stripe)
DocketHealth meters PA submissions and note-scrub runs regardless of whether Stripe is connected -- see the usage summary below. Connecting Stripe subscription items here additionally reports that usage to Stripe automatically for metered billing. Leave blank to bill flat-rate/manually.
Billing consultant access
Grant a consultant's own DocketHealth login scoped, revocable access to this organization — they never get an org-specific password.
