HOW CHARTTRACE WORKS
From a chart.
To a reasoned
decision.
Every code backed by literal evidence.
Follow one fictional observation through seven connected steps.
Documentation enters.
Begin with the documentation for the coding question. The original record remains the starting point.
Available inputs confirmed during evaluation.
Find the exact statement.
AI assists with isolating relevant words. The evidence is the source sentence itself, separate from any proposed interpretation.
“Staff provided verbal cues only; no physical assistance was needed.”
Keep the source attached.
A statement carries its location with it. A reviewer can go back to the documentation instead of relying on a detached AI conclusion.
Oral hygiene
Self-care · Illustrative source excerpt
Resident completed toothbrushing while seated at the sink.
The oral-hygiene activity was completed.
Evaluate defined logic.
The documented input is evaluated against applicable rules. A rule result is distinct from AI interpretation, and missing context remains unresolved.
Documented observation→Section GG
Applicable rule context→04Candidate only
The excerpt describes one observation. A qualified reviewer must establish usual performance across the applicable assessment window before a determination is approved.
CMS Section GG reference ↗Assemble the reasoning.
Bring the candidate, literal evidence, rule basis and open questions together. The reviewer receives a proposal they can inspect.
EvidenceVerbal cues only · line 02
↳Rule basisSupervision or touching assistance
≡Open questionUsual performance / assessment window
!A human makes the call.
Inspect the support, resolve exceptions and decide what moves forward. A rule result is never presented as a human approval.
Your biller.
Your judgment.
Try a review action on the fictional example.
Awaiting human review. An example approval assumes the assessment context has been confirmed.
See the resulting trace ↓Keep the decision traceable.
The review retains a path back through the recommendation, rule context, evidence and original source. The human action stays part of that record.
- SourceSNF note · line 02
- EvidenceVerbal cues only
- Rule contextCMS Section GG
- Recommendation04 · candidate
- Human actionAwaiting reviewer
No claim is submitted by this demonstration.
THE ARCHITECTURE MATTERS
AI assists.
Rules evaluate.
People approve.
Three distinct responsibilities. One connected evidence chain.
Confirm supported workflows, rule coverage and available inputs during your evaluation.