DocketHealth — Every claim, cleared before it ships

Patients

MRN	Name	Payer	Discipline	Homebound

+ Add patient

+ Import patients from CSV

Columns: mrn, first_name, last_name, dob, discipline, state, homebound_status. Download template

New note

Patient Note type Discipline Date of service Time in minutes

Face-to-face completed Face-to-face date Homebound justification present Physician signature present Signature date Plan of care signed Goals documented Discharge summary present

Clinical narrative (optional)

Optional. If provided, you can run an AI documentation review after saving to check the narrative against the boxes checked above -- advisory only, never a compliance determination.

Audit response (ADR) packet

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

Payer policy extraction

Paste in a payer policy bulletin, provider-manual excerpt, or portal text and an AI extraction pass pulls out candidate prior-authorization requirements per CPT code, each backed by a quote from the text. Nothing is added to the shared requirements dataset until you review and explicitly apply a candidate below.

Payer (optional — helps but isn't required) Policy text

Submitted	Payer	Status	Extracted candidates (review before applying)

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

Require multi-factor authentication for every user in this organization

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.

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.

Consultant	Role here