Documentation compliance built for nationwide scale

As a national organization generating more than 120,000 charts per month across 12,000 individual providers, this behavioral health group knew that the manual chart review process it set up in the early days of company development no longer suited the company’s size and risk profile. The process required reviewers to pull up notes manually in the EMR to analyze them for payer compliance across documentation integrity and clinical quality measures, using generic commercial AI tools like Gemini to assess audit defensibility.

Time-consuming processes meant the team only had capacity to audit 0.1% of total encounters each month; they were also running an average of seven weeks behind schedule on audits of charts submitted by new providers. The company turned to Charta to increase chart review coverage so they could shift from retrospective audits to proactive monitoring. In addition, they sought automation solutions that could streamline the delivelry of provider performance feedback.

Charta’s engineers built an integration with the practice’s homegrown EMR, then custom-designed a dozen chart analyses targeting the practice’s known drivers of compliance risk. After implementation, Charta automatically ran the 12 bespoke analyses every time a provider closed a note.  

To streamline provider education, Charta implemented automated messages with specific feedback for documentation improvement. Providers now receive messages with actionable steps for remediating documentation directly in the EMR.

After implementation, Charta found that 64% of psychiatry notes used psychotherapy add-on codes without sufficient documentation support—a critical compliance risk. By identifying and flagging the notes for provider intervention at the pre-billing stage, Charta reduced this driver of audit risk by 64%.