Three things NoteGrade sends you. Each one is shown here exactly as it arrives by email.
1. Free sample results · 2. Daily or weekly leadership report · 3. Physician & NP review (add-on) · Download all as PDF
Sent after we review 2–3 randomly chosen staff. Includes trends and a recommended plan.
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Sent on your plan's schedule: weekly, 3 times a week or daily. Every staff member gets a grade.
Daily Documentation Review: notes of Tuesday 3/10
Sample Hospice, LLC (fictional) · 28 notes from 5 staff · read-only review · patients by initials only
| Sample Hospice, LLC AGENCY GRADE · 5 STAFF |
Notes worth a second look
Scores
| Staff | Role | Score | Change | Follow-up | |
|---|---|---|---|---|---|
| Jordan Avery | RN Case Manager |
| +4 | Feedback | |
| Pat Morgan | Social Worker |
| +6 | Feedback | |
| Casey Reed | Hospice Aide |
| +7 | Feedback | |
| Robin Hale | LPN · On-call |
| −3 | 1:1 + spot-check | |
| Drew Lane | Hospice Aide |
| new | Immediate 1:1 + 100% review |
Per person
| Casey Reed HOSPICE AIDE |
Why: Real visit times and pain answered on every note. Points lost for showers marked DONE when declined, and no observations on 5 of 8 notes.
A clearer note: "Pt declined shower, stated too tired; bed bath given. Skin intact, ate ~25% of breakfast, more drowsy than last visit, reported to RN J. Avery at 10:40."
Supervisor: verbal feedback; dated late entries to correct the two shower boxes.
| Robin Hale LPN · ON-CALL |
Why: 4 of 9 notes unsigned after 24 hours; two after-hours calls with no assessment or notification time.
Questions for a late entry (if accurate): "For the 3/10 call about V.W., what did you assess or learn, and who was notified, and when?"
Supervisor: 1:1 this week, then spot-check 3 notes.
Visit frequency vs. plan of care
31 of 34 patients met their ordered frequencies this week. Below: L.M. (aide 3/wk ordered, 1 done, no missed-visit note), P.S. (RN 1/wk, none since 3/2).
Educational feedback based on published CMS regulations and LCDs. Not legal, billing, coding or medical advice.
Add-on, monthly. Every CTI, recertification and face-to-face compared with 42 CFR 418.22.
Physician & NP Certification Review: March
Sample Hospice, LLC (fictional) · 18 certifications and 9 face-to-face encounters
| Dr. Alex Rivera CERTIFYING PHYSICIAN |
| Morgan Diaz, APRN FACE-TO-FACE ENCOUNTERS |
Open items that appear past due (for your team to verify): 1 initial certification, 2 face-to-face encounters.
Educational feedback based on published CMS regulations. Your physicians make every clinical determination.