SAY HELLO TO THE CREW
Taking care of the details, so treatment centers can take care of people.
7 agents draft payer-rule checks, note reviews and claim holds before claims are denied. Your team confirms each one, and gets back to the people in front of them.
On a sample day it catches an unsigned .
Piloting with
Mental health & recovery · Maumee, OhioPilot
Thursday · 06:41
Denials don't start at billing. They start weeks earlier, with a bulletin nobody read, a note nobody signed, an auth nobody renewed. This is what your center's morning looks like when someone is watching all of it.
Sample workspace. Made-up clients.
Sample payer, §3: CPST drops from 24 to 16 units a quarter on Oct 1.
SeverityHighImpactCaution
Dana approved the old rule in August. Waiting on her
has no signature from 
Michael. Three claims can't go out until it does.
SeverityHighImpactHold pathway
Michael ran the group and owns the signature. Due today
One client has 2 units left and 3 sessions on the calendar. Renewal window opens Monday.
SeverityMediumImpactCaution
Angie in intake owns the renewal. Heads-up
The 
CareSource provider notice portal couldn't be read last night. Logged, not ignored.
SeverityLowImpactInformational
Juan will check the login. Open
How it works
A claim only goes out after it clears six checks, in order. Watch one claim make the trip, or tap a gate to stop and look inside.
The app
The real Confirmity interface, shown here with sample data. Click around. No dashboards to decode, just the decisions waiting on you.
No role matches that. Try “nurse”, “billing” or “house”.
Dana WalshBilling leadRule changes
Scout reads payer and state sources every morning and shows which clients each change touches. You decide what the center does.
CPST prior-auth threshold cut to 16 units
Sample payer · · effective 1 Oct
Decide whether the new source replaces the rule. A person signs after you.
Outpatient SUD prior auth rule
Ohio Dept. of Medicaid · needs revalidation
Decide whether the center keeps its hold, and record why.
Telehealth place of service 02 mapping
Molina Healthcare · future date
Confirm which programs bill telehealth under POS 02.
Michael OrtizClinical directorReady to bill
Every unit clears six gates before it can go: provider, payer, service, authorization, clinical and claim. The crew holds anything that fails and names the missing piece.
Jorge R. · IOPReady
Maya T. · PHPAuth ran out · Collector
Arjun K. · OPNote unsigned · Michael
Diane L. · MATRule changed · ScoutJuanOwner · operationsAll open work
Collector follows every open item across the center. When one stops moving, it comes to the top with the reason and who can move it.
Recover inaccessible ODM policy page
Ohio Dept. of Medicaid · stuck 9 days
Aisha can move it: search approved ODM locations first.
Sign
Holding 3 claims · clinical gate
Michael ran the group and owns the signature.
Start authorization renewal
2 units left · 3 sessions booked
Angie in intake owns the renewal.
JuanOwner0 working now · 2 waiting on you
Juan · Owner · Thursday, October 1
Your crew drafted them. Confirm, edit or reject each one. Nothing goes out until you do.
Checker Billing Waiting 14 days CareSource ·
Payment files (835 ERA) for Michael with CareSource
Payment files for Michael have waited 14 days. Checker drafted the note; a person sends it from their own email.
Next: Send it, or edit it first. Checker never sends.
Auditor Billing Sent back 
CGS · Medicare J15 · 837
Claims (837) to CGS · Medicare J15 was sent back
The test file was sent back: the submitter number in the file does not match the one on the agreement.
Next: Review the corrected file, then send it through the gateway yourself.
Michael OrtizClinician · LPCCNotes to sign
Checker reads every note before it can bill and shows which claims wait on each one. Only you can sign.
Sign
IOP group · 8 attendees · 3 hours
SeverityHighImpactHold pathway
3 claims wait on this one signature.
Individual session: Jorge R.
H0004 · 53 min · Sep 30
Checker found no start time. Add it, then sign.
Co-sign intern note: Maya T.
Written by an associate · supervision required
Co-sign within 72 hours to keep the unit billable.
Individual session: Arjun K.
H0004 · 45 min · Oct 1
Note is complete. Sign when ready.
AngieIntake and URIntake and auths
Collector checks coverage before the first visit, counts every unit and starts renewals before they run out.
Maya T. · PHP · CareSource14 of 16Renew by MonJorge R. · IOP · 
AmeriHealth15 of 161 leftArjun K. · OP · Molina6 of 24On trackDiane L. · MAT · 
Buckeye3 of 12On trackNew referral: 
Sam P.
Anthem · benefits verified · IOP covered
Coverage is active. Intake has the intake packet ready.
New referral from county court
Plan ended Sep 30 · Collector could not confirm
Call the client for new coverage before booking.
AngieFront desk and intakeFront desk
Intake gets paperwork ready before each client walks in. Collector rechecks coverage the morning of the visit.
Thursday, October 1 · grouped by hour
Intake drafted the forms text
JuanOwnerCompliance and audit
Auditor keeps every change with who made it and when. Staffer reviews who can see what, including Part 2 records.
Part 2 consent expires Friday: Diane L.
42 CFR Part 2 consent · shares with Buckeye
SeverityMediumImpactCaution
Renew it or stop sharing records with the plan.
Departed staff still has chart access
Left Sep 26 · 4 logins blocked since
Confirm removal. Staffer already paused the account.
Audit packet for Ohio Dept. of Medicaid
38 claims · every gate with its proof
Review it, then send it yourself.
Michael signed Dana approved the new CPST unit limitDana WalshBilling leadPayments
Auditor matches every payment file to the claim it pays. Collector sorts denials by what you can still win back.
Payment file from CareSource
42 claims · $12,980 · every line matched
Okay the posting. Auditor never posts on its own.
Payment file from Molina
19 claims · $5,440 · 2 lines short-paid
Paid under the contract rate. Collector drafted an appeal.
Denied: authorization missing · Maya T.
CareSource · CO-197 · $640
Collector found the auth. Attach it and resubmit.
Denied: timely filing · Arjun K.
AmeriHealth · CO-29 · $210
Past the window. Approve the write-off.
JuanOwnerGrants and board
Auditor builds the board packet from approved numbers only. Scout tracks spending against every grant.
ODM71 of 100On planOctober board packet
Approved by Dana · 12 pages
Read it, then share it with the board yourself.
SOR quarterly report
Due Oct 11 · 2 counts missing
Ask Michael for the two counts from intake.
RosaRegistered nurseMeds and vitals
Checker checks every controlled med pass for a second signature. Auditor flags vitals outside the range the prescriber set.
Buprenorphine 8 mg · Diane L.
Controlled · 10:05 · witnessed dose
A second nurse counts and signs before the record closes.
Methadone 60 mg · Sam P.
Controlled · 09:40 · count off by 1 at shift change
Recount with the night nurse and note the reason.
Blood pressure 168/102 · Jorge R.
Taken 09:15 · prescriber limit 160/100
SeverityHighImpactEscalate
Retake at 09:45 and call the prescriber if it stays high.
Naltrexone 50 mg · Arjun K.
09:00 · signed by Rosa
Recorded with time and dose.
Marcus HaleDriverMy route
Guide lines up every pickup with the visit it's for. Collector watches the clock so nobody misses group.
1 of 4 picked up · drop-off 9:00
Jorge R.412 Elm St · IOP groupPicked upMaya T.North house · PHP groupNext · 12 minDiane L.77 Oak Ave · call 5 min out8:40Sam P.Main St library · med visit8:52
Sample Recovery CenterDrop-off · group starts 9:009:00Van 2 safety check
Tires, lights, seat belts · 7:40
Logged with your name and time.
Diane asked for a call
Text from the front desk · 7:52
Call her when you're 5 minutes out.
Mileage and van report
Return trip 12:15 · 4 riders
Two taps when you park the van.
Ray DunnHouse managerMy house · North house
Auditor reminds you of tonight's safety check and curfew. Intake has Thursday's move-in ready. Collector keeps med reminders on time.
Beds
Jorge R.Arjun K.Sam P.
Casey M.Maya T.Chores today
Casey M.KitchenDoneJorge R.Trash and recyclingDoneArjun K.Laundry roomTonightSam P.Porch and yardTonightTonight
Med reminders
Maya T.Reminder setSam P.Reminder setJorge R.Reminder setA missed dose goes straight to Rosa, the nurse.
Frank DiazFacilitiesRepairs · 3 houses
Intake walks each house checklist and opens a repair with the photo. Auditor puts safety items first. Collector watches the inspection date.
Safety first
Repairs by house
Before the inspection
Asked by staff
RayShower runs cold · North houseWaiting on youRosaMed room lock sticks · fixed yesterdayDoneEach repair keeps the photo, who fixed it and when.
Tyler BrooksBH techFloor rounds · Residential, 2nd floor
Collector keeps every 15-minute and hourly check on time. Auditor sends anything outside range straight to the nurse.
Checks this hour
Jorge R.Room 1 · resting, breathing easyDoneMaya T.In group · room BDoneSam P.Room 2 · 15-minute watchDue 2:00Diane L.Room 4 · hourlyDue 2:00Sent to the nurse
Arjun K.Dizzy at check-in · pulse 112Waiting on RosaAuditor sent it to Rosa, the nurse, at 1:42 PM with the reading.
Write before shift ends
Maya T.Group participation noteBefore 3:00Casey M.Sleep log · last nightDoneShift
Built from the app's real screens and design system, with a sample workspace and made-up clients.
For clients and families
Clients get their own phone app: next visit, forms to sign and messages from the people who care for them. Family sees only what the client chooses to share.
Hi, JorgeWhat Casey can see
18 Kestrel Lane, Unit 2. Parking behind the building.
To sign
Signed
Hi Jorge. Your release form is ready to sign before Thursday.
9:12 AMThanks. I will sign it tonight.
9:20 AMYour coverage is confirmed for Thursday. Nothing to pay.
9:41 AMShared by Jorge Only he can change this.
Jorge's next visit is Thu at 10:00.Jorge has not shared his visits.Dates and times only. Not what happens in a visit.
Releases and consents in a few taps. Signed copies land in Files.
Time, place or video link, with a check-in before each one.
Straight to the people they already see, with their faces on every reply.
Family sees nothing until the client turns it on. Part 2 records and session notes never go to family.
Intake drafts the reminder. Angie sends it.
Try it: switch Visits or Forms you signed on Jorge's phone and watch Casey's update.
Client Jorge R. · Family Casey, his sibling. Sample people and data.
For every seat · 23 roles
Show me Monday for a
Scout reads bulletins at dawn
Checker waits · a person signs
Dana approves the claim
Auditor shelves the recordYou stay in charge
ScoutCollector
MichaelDana
Auditor
Meet the crew · 7
From the first referral to a paid, recorded claim, each agent owns one part of the path. None of them can approve its own work.
Watching the whole center
Referral & intake
Authorization
Sessions & notes
Incidents & quality
Claim & payment
Record & audit
Security & HIPAA
The same client record looks different to every person, and to every agent. Pick someone and see what Confirmity shows them.
Viewing as
Sample Recovery Center · sampleBAA with your center
Signed before any patient record is connected.
Vercel & Neon under BAA
Hosting and database both run under signed BAAs.
Sessions that end
Idle sessions end after 15 minutes by default.
Every view logged
Who opened what and why, in an append-only, signed audit log.
Part 2 locked
Substance-use records stay blocked without consent.
We'll send our subprocessor list and security policies to your compliance lead before the first call, and talk through a BAA.
Ask about our BAA →How you start
Your payers, programs and staff list, typed in for you. You confirm each step.
Every payer and state source you bill, read every morning from day one.
Sessions, notes and auths run through the six gates. Gaps get an owner.
Nothing is sent, changed or approved until a person on your team says yes.
Bring your payer list to a 30-minute walkthrough. We'll run Scout on your real payers, live, and show you what it would have caught.
7 agents, drafting for your staff to confirm
+ your state MedicaidTry it in 10 seconds
Tap yours. Scout shows what it would watch for you, starting tomorrow morning.
Book your 30-minute walkthrough
Pick a time · Eastern
No patient data needed for the call
Give us 30 minutes and your payer list. We'll show you where Confirmity would have caught it.
Got it. We'll email you times within one business day.
Works alongside your EHR · Your staff approve every action
Hosting
Database
