Charts Audited
5
Week of 3/23 · 3/23 audit
Open Deficiencies
7
4 critical · 3 moderate
Critical Items
2
Group note individualization
Overall Compliance
74%
↓ 3pts from prior week
Compliance by Section — Week of 3/23
View full audit →
Facesheet & Admissions67%
BPS Assessment88%
Treatment Planning71%
Group Notes42%
Clinical Notes83%
Case Management75%
Discharge / Aftercare58%
Outcome Measures60%
Open Corrective Actions
All 7 →
Group note individualization — verbatim content flagged
Critical
UDS provider co-signature missing in 4 of 5 charts
Critical
Driver's license upload missing — systemic
High
Treatment plan update frequency — PHP weekly required
High
Build Roadmap
1
Foundation & Brand
Platform shell · Login · Navigation
Live
2
Audit Engine
PDF upload · Auto-scoring · Flags
Next
3
Scorecards & Reports
Per-clinician · Auto-generated
Pending
4
Executive Dashboard
Heat map · Trends · Actions
Pending
5
Training Center
Auto-generated · JC audit trail
Pending
6
C-Suite + JC Vault
CEO report · Survey-ready export
Pending
Clinician Compliance Heat Map — Preview (Phase 4)
Full map in Phase 4 →
Module 1 — Phase 2 Live
Audit Engine
Drop up to 10 Kipu chart PDFs. Auto-scores all 28 audit items across 13 sections, extracts clinician names, flags items for review, and notifies CCO/ACD.
Drop Kipu chart PDFs here
Up to 10 full chart PDFs at once · Click to browse
Module 2
Clinician Scorecards
Individual running compliance records by section and standard. Trend lines, repeat failure flags, and before/after training compliance at 30/60/90 days.
Built in Phase 3
Individual clinician scorecards, department-wide compliance records, and training effectiveness tracking are Phase 3 deliverables.
Phase 3 — Scorecards & Reports
Module 3
Audit Reports
100% auto-generated. Concise and action-focused. Executives read and act in under 5 minutes. Smart deduplication — systemic findings flagged once, not per chart.
Built in Phase 3
Auto-generated weekly audit reports with role-based distribution — staff see their own, CCO sees all — are built in Phase 3 alongside scorecards.
Phase 3 — Scorecards & Reports
Module 4
Executive Dashboard
Live interactive dashboard. Full clinician heat map, week-over-week trend lines, program-level breakdowns, and open corrective actions tracker with urgency tiers.
Built in Phase 4
The full live dashboard with clinician heat map, trend lines by program (PHP vs IOP vs Evening), and corrective actions tracker is the Phase 4 deliverable.
Phase 4 — Executive Dashboard
Module 5
Training Center
Auto-triggered from deficiency patterns. Tool selects format — interactive module, video, one-pager, or scenario. Full JC audit trail: deficiency → training → completion → improvement.
Built in Phase 5
Auto-generated training content, digital sign-off, and before/after compliance tracking at 30/60/90 days are Phase 5 deliverables.
Phase 5 — Training Center
Module 7
JC Documentation Vault
Every audit, corrective action, training completion, and trend stored. One-button export generates a complete JC-ready documentation package.
Built in Phase 6
The JC Documentation Vault and C-Suite oversight module are Phase 6 — the final phase — making the platform survey walk-in ready at any time.
Phase 6 — C-Suite + JC Vault
Staff Master List
Staff Roster
Locked staff master list used for audit attribution. Each deficiency is attributed to the responsible clinician automatically via signature extraction.
Access Management
Admin — Access Control
Manage platform access for all Valor staff. Only @valorbh.com email addresses may be granted access.
Total Users
0
All access levels
Active Access
0
Access enabled
Suspended
0
Access disabled
| User | Role | Access Level | Access | Actions |
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