Therap Compliance Monitor Agent
Manual spot-checking of notes by VP of Operations; compliance gaps discovered during audits; no systematic way to see documentation patterns by location, caregiver, or shift.
Automated daily note ingestion and AI classification; real-time flagged items on dashboard; proactive compliance management with weekly leadership summaries.
Your VP of Operations spends 50+ hours per week spot-checking progress notes. Compliance gaps surface during state audits, not the day they happen.
Every day, your caregivers document care in Therap.
Your VP of Operations manually spot-checks notes but has no systematic way to identify patterns by location, caregiver, or shift.
Missing documentation, incident language without high-priority tags, and medication issues surface during DBHDD reviews instead of the day they happen.
You've governed growth because compliance and quality assurance can't keep up. Scaling requires a dashboard that shows you what's missing, who's responsible, and where the patterns are.
Replace 45-80 hours per week of manual note review with automated daily ingestion and AI-graded red flags.
Pull progress notes from Therap via manual CSV upload (immediate) or automated SFTP feed (once contracting completes). No changes to how your angels document today.
Lightweight-tier LLM classifies each note against configurable compliance rules: missing notes, copy-paste patterns, incident language, medication issues, short or vague entries, and missing bowel movement records. Rules are stored as plain-text configuration, not hardcoded.
Navigate by location, caregiver, individual, date range, shift (day/overnight), and severity (red/yellow/missing). Managers check from phones in the field. Week-over-week compliance trends visible at a glance.
Flags work like an inbox. Users clear them once they've taken action offline. Cleared flags are marked resolved and removed from the active dashboard. Flags auto-archive after 30 days if not manually cleared.
Email shows notes submitted vs. expected, top flagged locations and caregivers, week-over-week change, and deep links into the dashboard for any flagged item.
This agent reads your Therap T-Logs daily, classifies each note against editable compliance rules, and surfaces issues the same day on a filterable dashboard. Your VP of Operations and managers get a drill-down view by location, caregiver, and individual. Flags function like an inbox: users clear them once action is taken offline. Missing notes, copy-paste patterns, incident language, medication issues, vague content, and undocumented bowel movements are caught automatically. Weekly email summaries show leadership week-over-week compliance trends and top flagged locations so you can hold staff accountable and scale with confidence.
How the agent works
The agent ingests your Therap progress notes, runs them through an AI classifier against your compliance rules, and surfaces flagged items on a dashboard your team uses daily to stay on top of documentation gaps.
Pull T-Log data via manual CSV upload (immediate bridge path) or automated SFTP feed from Therap's External Data Feed (once contracting completes). No changes to how your angels document today.
Lightweight-tier LLM checks for missing notes, copy-paste patterns, incident language, medication issues, short or vague entries, and missing bowel movement records. Rules are stored as plain-text configuration you can edit.
Dashboard shows red/yellow/missing flags with drill-down by location, caregiver, individual, date range, shift, and severity. Managers check from phones in the field. Flags work like an inbox: users clear them once action is taken offline.
Email shows notes submitted vs. expected, top flagged locations and caregivers, week-over-week change, and deep links into the dashboard for any flagged item.
Therap T-Log progress notes (via CSV upload or SFTP feed) +
Daily progress notes from your caregivers, pulled via manual CSV upload (immediate) or automated SFTP feed from Therap's External Data Feed (once contracting completes).
Editable compliance rules configuration +
Plain-text rules stored in the dashboard: missing notes, copy-paste patterns, incident language, medication issues, short or vague entries, and missing bowel movement records.
Scheduled shift data +
Expected shift schedules per individual (day/overnight) so the agent can detect missing notes.
Ingest daily progress notes from Therap +
Pull T-Log data via manual CSV upload or automated SFTP feed. Parse and validate schema, insert into database.
Classify each note against editable compliance rules +
Lightweight-tier LLM checks each note for missing content, copy-paste patterns, incident language, medication issues, short or vague entries, and missing bowel movement records. Store classification reason with each flag.
Surface flagged items on filterable dashboard +
Dashboard shows red/yellow/missing flags with drill-down by location, caregiver, individual, date range, shift, and severity. Users clear flags once action is taken offline. Flags auto-archive after 30 days if not manually cleared.
Generate weekly leadership summaries +
Email shows notes submitted vs. expected, top flagged locations and caregivers, week-over-week change, and deep links into the dashboard for any flagged item.
Filterable compliance dashboard with drill-down by location, caregiver, individual, date range, shift, and severity +
Dashboard shows red/yellow/missing flags with drill-down navigation. Managers check from phones in the field. Week-over-week compliance trends visible at a glance.
Flagged items inbox for manual clearing +
Flags work like an inbox. Users clear them once they've taken action offline. Cleared flags are marked resolved and removed from the active dashboard. Flags auto-archive after 30 days if not manually cleared.
Weekly email summaries with compliance trends and top flagged locations +
Email shows notes submitted vs. expected, top flagged locations and caregivers, week-over-week change, and deep links into the dashboard for any flagged item.
Is this for you?
- + Disability services providers managing multiple locations - Organizations with group homes, host homes, or day programs across multiple sites who need centralized compliance monitoring.
- + Organizations using Therap for progress note documentation - Providers who document care in Therap and need automated ingestion and classification of T-Log data.
- + Compliance teams needing a dashboard that shows what's missing, who's responsible, and where the patterns are - VP of Operations, managers, and compliance officers who need to see documentation gaps by location, caregiver, and individual before state audits.
- + Leadership teams scaling operations while maintaining compliance - Organizations that have governed growth because compliance and quality assurance can't keep up with manual review.
- - Organizations not using Therap for documentation - This agent is built specifically for Therap T-Log data. If you use a different EMR, this build won't work without modification.
- - Single-location providers with minimal compliance requirements - If you have one location and a small team, manual review may be sufficient. This agent is built for multi-location providers with 50+ staff.
- - Teams without dedicated compliance oversight - This agent surfaces flagged items on a dashboard. Someone on your team needs to review the flags and take action offline.
Pricing
Pricing based on number of individuals served and ingestion method.
- Manual CSV upload available immediately. Automated SFTP feed requires Therap External Data Feed (ExDF) subscription and contracting.
- Scoped build plus usage-based AI classification runs.
How does this agent detect missing progress notes?
The agent compares expected notes per individual per shift (day/overnight) against what was actually documented in Therap. If a note is missing for a scheduled shift, it flags the gap immediately on the dashboard so managers can follow up the same day.
Can we customize what counts as a compliance red flag?
Yes. The dashboard includes a Rules configuration screen where your team can edit plain-text compliance rules for copy-paste patterns, incident language, medication issues, short or vague entries, and bowel movement tracking thresholds. Rules are stored as configuration, not hardcoded, so you can adjust them as your compliance standards evolve.
How does the agent track bowel movement documentation?
The agent scans each progress note for bowel movement mentions and tracks them per individual. If bowel movements are not documented for a configurable number of consecutive days (default 3), it flags this as a red-flag escalation directly to your VP of Operations, since this is a medical tracking requirement.
What happens after the agent flags a compliance issue?
Flagged items appear on your dashboard with drill-down by location, caregiver, and individual. Your managers review the flags and take action offline (e.g., speak with the caregiver, review with the individual). Once action is taken, users clear the flag like an inbox item. Cleared flags are marked resolved and removed from the active dashboard. Flags auto-archive after 30 days if not manually cleared.
How do we get progress notes into the system?
Two paths. Immediate: your VP of Operations exports T-Log data from Therap UI to Excel and uploads the CSV via the dashboard. This works right away while you set up automated ingestion. Longer-term: file a support ticket with Therap GA support requesting the External Data Feed with SFTP access. Once Therap enables the feed, the agent pulls notes automatically multiple times per day.
Can managers check the dashboard from their phones in the field?
Yes. The dashboard is fully mobile-responsive so managers can check flagged items, drill down by location or caregiver, and see compliance trends from their phones while they are in the field or at their locations.
What does the weekly leadership email show?
The weekly email shows your leadership how many notes were submitted versus expected, which locations and caregivers had the most flags, week-over-week compliance change, and direct links into the dashboard for any flagged item. This gives you the data you need to hold staff accountable and track compliance trends before state audits.
Does this agent work with EMRs other than Therap?
This agent is built specifically for Therap T-Log data. If you use a different EMR, the agent would need modification to work with your system's data format and export capabilities. Contact us to discuss your specific EMR setup.
Stop losing compliance battles to manual review.
Let the agent read your notes daily. Your team stays ahead of audits.