How it works

From note to audit-ready in four steps

Paste a note and the checker scores it without retaining the text. Notes you create inside ClearNote are kept in your own workspace until you delete them.

01Any EHR, copy and paste

Paste the note

Copy a completed progress note from any EHR. No integration, no setup. Pick the state and payer context.

ClearNote/ New check
State context
California
Payer
Medi-Cal
Format
SOAP
Progress notePasted from EHR
Run check
No integration. Nothing to install.
02Runs in seconds

ClearNote reviews

Nine scoring engines run against the selected state's Medicaid and payer rules: necessity, telehealth, golden thread, CPT support, risk, and more.

ClearNote/ Reviewing
Running nine scoring engines
Against California Medi-Cal and payer rules
0 of 9
Medical necessity
88
Golden thread
95
Telehealth compliance
71
CPT and duration support
84
Risk and safety
90
Documentation quality
90
State Medicaid rules
76
Claim defense
84
Audit readiness
92
Analyzed in memory through a secured proxy. Raw note is discarded.
03Defensible scorecard

Get score and fixes

A 0 to 100 score, a risk level, and exactly which elements to fix, in plain language with example sentences you can paste.

ClearNote/ Scorecard
0
of 100
Moderate risk
Two elements to fix before you sign

Everything else holds up against a Medi-Cal review.

!
Medical necessity not explicit
The note shows what you did, not why continued treatment is required.
Paste this
Continued weekly therapy is medically necessary to reduce anxiety-driven occupational impairment.
!
Telehealth attestation missing
California requires client location and consent on the record for each session.
Paste this
Client participated by video from their home in California and verbally consented to telehealth.
04PDF, Word, text, JSON

Export and sign

Download the audit-ready record as PDF, Word, text, or JSON. The signature always stays with you.

ClearNote/ Export
Audit-ready record
Score 94 after fixes · California Medi-Cal
Cleared
PDF
PDF
Audit packet
WOR
Word
Editable record
TEX
Text
Plain copy
{ }
JSON
Machine readable
Clinician signature
A. Carter, LCSWSigned on your device
Private by design

You decide what we keep

Checker keeps nothing

Text you paste into the compliance checker is processed in memory and discarded. Only the score, risk level and flag metadata are saved.

Row-level security

Practice data is isolated so only your team can read it. MFA and access logs are standard.

BAA available

Sign a Business Associate Agreement for production use with protected health information.

See what a payer reviewer would flag.

Create your workspace and score your first note in minutes.