Documentation that gets approved – not denied.
I help community mental health agencies close the gap between clinically sound documentation and documentation that satisfies medical necessity criteria – before it becomes a denial
Most denials aren't decided the day they're submitted.
They're decided weeks earlier – the moment a clinician writes a note that's clinically accurate but reviewer-invisible.
Your clinical team is good at treatment. That's not in question. But the documentation that satisfies a therapeutic record and the documentation that satisfies medical necessity criteria are not the same thing – and most agencies have no process for catching that gap until a denial, a peer review, or an audit forces the conversation.By then, you've already lost the revenue, the staff hours, and the appeal time.
I've sat on both sides of the authorization decision.
I spent more than 15 years inside behavioral health utilization management:
10 years working directly with clients – completing intake assessments, writing treatment plans and notes, outpatient authorization work, and connecting to appropriate levels of care
5+ years as a payer-side utilization reviewer – evaluating behavioral health clinical documentation for medical necessity across outpatient, inpatient, and residential levels of care
I know what reviewers are trained to look for, what specific language triggers a peer review versus an approval, and what most clinical documentation is missing – because I used to be the one deciding.I'm an LCSW, not a billing consultant or a former biller. Everything I teach comes from clinical review experience, not general revenue-cycle theory.
How I work with agencies
Documentation & Denial Audit
A focused review of 10–15 recent charts – outpatient, inpatient or residential – that identifies exactly where documentation falls short of medical necessity criteria. Delivered as a written report. No live meetings required.
Starting at $950
Ongoing Documentation & Review Support
Monthly pre- and/or post-submission chart sampling, as-needed peer-review prep briefs, and quarterly updates as payer criteria shift – continuous protection against denials without adding another meeting to anyone's calendar.
Starting at $1,800/month
Documentation and UM System Build
Custom templates, a "what reviewers actually need" reference guide by level of care, and recorded staff training covering both proactive outpatient documentation habits and inpatient/concurrent-review readiness.
Starting at $3,500
Built for how agencies actually operate
Async by design. No mandatory live calls, no rigid meeting cadence. Audits and training are delivered as documents and recordings your team can use on their own schedule.
Covers your full continuum of care. Outpatient, inpatient, residential – one consistent documentation standard across levels of care, not a single-program fix.
Proactive, not just reactive. Most consultants show up after a denial. I build a pre-submission process so fewer denials happen in the first place.
You keep the system. Every engagement is built so your team can run the process independently once it's in place – not an ongoing dependency.
Frequently Asked Questions
Do you work with agencies outside Georgia? Yes – I work remotely with community mental health agencies nationwide. All engagements are designed to be delivered asynchronously.Do you replace our billing/RCM consultant? No. I focus specifically on clinical documentation and medical necessity language – the layer that determines whether a claim should ever get authorized in the first place. I often work alongside billing/RCM partners rather than in place of them.How long does an audit take? Typically 7 business days from when charts are received, since there's no live-meeting dependency slowing things down.Do you provide direct clinical supervision or therapy consultation? No – my work is documentation, systems, and training-focused, not clinical supervision or case consultation.What if we only need help with one level of care (e.g., just outpatient)? That's a common starting point. Many agencies begin with an outpatient audit and expand into inpatient/residential support once they see results.
If your clinicians are great at treatment but your authorizations tell a different story, that's the gap I close.
Start with a focused chart audit – no long-term commitment, no live meetings required.
Request a Documentation Audit
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🔒 Privacy & Confidentiality: Your information is strictly confidential. Please do not submit Protected Health Information (PHI) or patient-identifiable data through this form.
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3 Things Medical Necessity Reviewers Look For That Most Clinical Notes Miss
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