Case and Monitoring Notes in Under 60 Seconds
Case & Monitoring Notes drafts monitoring notes, contact notes, and billable activity notes in under 60 seconds, formatted to your program's standards and ready for your review.
Last updated July 2026
Case & Monitoring Notes drafts monitoring notes, contact notes, and billable activity notes in under 60 seconds, formatted to your program's standards and ready for your review.
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Session Happens
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AI Drafts the Note
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Case Manager Reviews
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Submit In One Workflow
Formatted to your exact program documentation standard
Review-and-submit instead of write-from-scratch
Tied directly to the goal and service record it supports
Every edit and approval timestamped for audit readiness
Formatted to your exact program documentation standard
Review-and-submit instead of write-from-scratch
Tied directly to the goal and service record it supports
Every edit and approval timestamped for audit readiness
What this fixes
A blank progress note form is one of the biggest time drains in case management. Even with a template, writing a compliant note from scratch after every session takes 20 to 40 minutes and pulls case managers away from the next person on their schedule.
How Case & Monitoring Notes Works
Session Happens
In person, on the phone, or captured through ambient listening.
AI Drafts the Note
AI drafts a structured note formatted to your program's documentation standard — narrative, goals addressed, and next steps.
Case Manager Reviews
The case manager reviews the draft against what actually happened and edits anything that needs adjusting.
Submit In One Workflow
The note is submitted directly from the same workflow — no separate system, no re-entry.
Documentation deficiencies, not fraud, are the primary finding behind recent state Medicaid audit recoupments exceeding $123 million across four states. A note that is structured, complete, and generated close to the time of service is a note that survives an audit.
Related Capabilities
Questions About Case & Monitoring Notes
How do Case & Monitoring Notes differ from a template?
A template is a blank form with headers. Case & Monitoring Notes drafts the actual monitoring, contact, or billable activity content based on the session, so the case manager reviews and edits instead of writing from nothing.
Can progress note formats be customized per program?
Yes. Note formats are configured during implementation to match your program's specific documentation standards, whether that is IDD ISP documentation, behavioral health progress notes, or another program-specific format.
Does a supervisor need to approve progress notes before they are final?
Supervisor review and approval workflows are available and configurable — supervisors can review notes in a dedicated queue, leave comments, and track approval status before a note is considered final.
Are automated progress notes audit-ready?
Yes. Every note, edit, approval, and submission is logged with a timestamp, creating a complete audit trail that supports compliance review and state audits.