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Pre-signature compliance check

A second read before you sign.

Before a note is locked, Tidemend reviews it against common documentation expectations: required sections, risk assessment, named interventions, client response, plan, links to treatment-plan goals, diagnosis, medical-necessity language, and whether session time fits the CPT code. It points out gaps; you decide what to change.

Illustration of the pre-signature compliance check: eight checks pass and one suggests linking a treatment-plan goal.

Why it helps

What it does for you

Checks that matter to reviewers

Each item is marked pass, worth a look, or needs fixing, with a plain-language suggestion for what to add.

Risk is never an afterthought

If suicide or homicide risk screening isn't documented, or is marked as not yet confirmed, the check flags it.

Time vs. code

If you select a time-based psychotherapy code, Tidemend compares it with the session length so the two agree.

A score, not a verdict

A simple score shows how complete the note looks. It supports your judgment; it doesn't replace it or guarantee an audit outcome.

How it works

A few steps, mostly out of your way.

  1. Step 1: Finish your edits

    Review the draft and link the goals you worked on.
  2. Step 2: Run the check

    Tidemend lists what's present and what's missing.
  3. Step 3: Fix or explain

    Add what's needed, or rewrite a section in one click.
  4. Step 4: Sign and lock

    Sign when you're satisfied. The note is locked from that point.

What’s included

  • Required sections
  • Unfinished placeholders
  • Risk assessment
  • Named interventions
  • Client response and progress
  • Plan and next steps
  • Link to treatment-plan goals
  • Diagnosis on file
  • Medical-necessity language
  • Session time vs. CPT code

Check your next note before you sign

Start free with typed and dictated notes. Upgrade when you want recording, every format, custom templates and the assistant.

A therapist leaving her office in the evening light, smiling