DocumentationUpdated Dec 18, 2025

Compliance Pre-Check Before Finalization

How Morgan's compliance pre-check catches documentation errors before notes are finalized, preventing audit flags and claim denials.

1

What the pre-check covers

Before any note is finalized, Morgan runs 23 compliance checks: required field completeness, laterality documentation, functional limitation reporting, goal measurability, CPT code support, 8-minute rule compliance, and payer-specific documentation requirements.

2

Reviewing flagged issues

Flagged issues appear in a panel next to the note with severity levels: Error (must fix before finalizing), Warning (recommended fix), and Info (best practice suggestion). Each flag includes a description and suggested resolution.

3

Resolving issues

Click any flag to jump to the relevant section of the note. Many issues have one-click fixes — for example, adding a missing laterality indicator or inserting a required functional limitation statement. After resolving all errors, the note can be finalized.

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