“Are we ready for survey?” Ask it. Get the answer, with the charts to prove it.
Navix Compliance checks every chart, every night, against Joint Commission, CARF, your state, and your payers. It tells you what is missing, what is late, who owns it, and how your facility scores. Built into Navix Hub for treatment facilities. It is not a bolt-on for another EMR.
Compliance AgentThree clinicians hold 7 notes past the 48-hour window. J. Reyes, LMFT: 4 notes, oldest 71h. Two are Saturday group notes.Cited: 7 notes · JC BHC RC.02.01.01
What it checks, every night
Five checks on every chart. One score per location.
Rule-based checks run on a nightly schedule against every open chart. The weights are Navix defaults and each location can adjust them. Green is 90 and above, yellow is 70 to 89, red is below 70.
0130% of score
Document completeness
Every required document by level of care and episode phase, with due dates calculated from admission, transfer, and discharge. Missing and insufficient documents are flagged before anyone asks for them.
0225% of score
Signature compliance
Signatures and co-signatures against a 48-hour window by default. Escalating alerts at 24, 36, and 48 hours. Credentials appended to every signature line automatically.
0325% of score
Daily hours
Attendance and programming hours checked against the threshold for each level of care, so a PHP client who received IOP hours shows up as a gap, not a surprise on a payer audit.
0415% of score
Treatment plan currency
Plan reviews and updates tracked against the cadence your accreditation body and payers require. Overdue reviews surface by clinician and by program.
055% of score
Encounter detail
Encounter notes checked for the fields the standard actually requires. On demand, the AI reviews treatment plan coherence and medical necessity language.
Every gap is classed asOverdueDue soonMissingInsufficientWaived with justification
Where the rules come from
A library Navix maintains, plus everything you upload.
Each location gets its own compliance profile: accreditation body, state, payer panel, levels of care, and scoring weights. Configure it once, duplicate it across locations, and every change is versioned with a timestamp and a user.
Navix library
Encoded and maintained by Navix
Joint Commission Behavioral Health Care standards
CARF standards
Major commercial payers: Aetna, BCBS, Cigna, UnitedHealthcare, Humana
State behavioral health requirements, added state by state
Your documents
Upload in any format
Your state license conditions
Your accreditation standards and survey findings
Your payer contracts and medical necessity criteria
Your own policies and procedures
PDF, Word, scans. They become rules in the same engine.
When sources conflict
Strictest wins, and you can see why
Contradictory requirements surface side by side with a conflict flag
An administrator can override with documented reasoning
Gaps can be waived with a mandatory justification, visible in the audit trail and excluded from the score
Waiver rates above 10% of findings are flagged as a systemic issue
Ask the Compliance Agent
Compliance is not a dashboard problem. It is an operator problem.
A program director does not want to learn how to filter a gaps table. They want to ask a question and get a straight answer with a prioritized list. The Compliance Agent lives in Command Center and answers from the engine, never from guesswork.
Are we ready for our Joint Commission survey next month?
Facility score is 91 (green). 4 overdue items and 11 due within 7 days. Highest risk: 3 residential charts missing a signed master treatment plan past day 7 (JC BHC standard cited). Prioritized list attached, each linked to the chart.
Which clinicians are behind on signatures?
Three clinicians hold 7 notes past the 48-hour window. J. Reyes, LMFT: 4 notes, oldest 71 hours. Two are group notes from Saturday. Links to each note included.
Show me all overdue treatment plan updates in PHP.
6 PHP clients have plan reviews past the 30-day cadence. 5 are assigned to one clinician. Draft reminder and corrective action language ready for your review.
On-demand facility auditsRun a full evaluation across every chart and get results by severity, clinician, and level of care with a prioritized remediation plan.
Gap explanationsFor any gap: which standard or payer requires it, why it matters, who is responsible, and what remediation looks like.
Corrective action draftsCorrective action plan language drafted from the finding, ready for your compliance lead to edit and own.
Scheduled reportsWeekly or monthly digests, survey-readiness reports ahead of an accreditation visit, and payer-specific documentation readiness.
AutomationsTriggers like "when the facility score drops below 85, alert the program director" and actions like "on admission, run readiness checks on day 3 and day 7."
Trend analysisSystemic patterns surfaced, such as signature timeliness degrading in one program on weekends, or waiver rates above 10% of findings.
Guardrails
Runs on Navix Intelligence under your BAA with zero data retention, and under 42 CFR Part 2 by contract.
Read-only against the recordThe engine and the agent never edit a chart, never fabricate content, and never resolve a gap on their own. Resolution is a human action in the chart.
Scoped to the userA clinician sees their caseload. A program director sees their program. An admin sees the facility. Enforced at the API, not in the prompt.
Cited, every timeFactual answers link to the record and the standard. Answers without underlying evidence carry a confidence disclaimer.
Logged, every timeEvery agent invocation is logged with the user, the question, the tools called, and the response. Available for your own audit.
What changed at Northeast Care
A compliance department 20% smaller, doing more.
Northeast Care came to Navix with compliance gaps that kept surfacing at audit time. Once fully integrated on Navix Compliance, their compliance posture fell in line within weeks. Audit preparation now runs through the Compliance Agent instead of manual chart-by-chart review, and the organization reduced its compliance department by 20%, redeploying those people to work that grows the business.
Outcome reported by Northeast Care. Results vary by program, staffing, and workflow.
BeforeCompliance found problems reactively, at survey or on a payer audit. Chart review was manual and sampled.
Weeks inEvery chart checked nightly. Gaps surfaced by clinician and program with due dates. Compliance in line.
NowAudit prep is a question to the agent and a prioritized list. 20% of compliance headcount redeployed.
What facilities do today instead
Three ways to find the gap after it is already a finding.
01
The spreadsheet audit
Someone pulls 10 charts a month and checks boxes. The other 90% of charts are unaudited, the spreadsheet is stale by Friday, and the finding arrives after the signature window closed.
02
The QA hire
A good compliance director is worth every dollar. Spending their week on chart-by-chart review is not. They should be fixing systemic problems, not finding them by hand.
03
The annual mock survey
A consultant walks the building once a year and produces a binder of findings. Useful. Also a snapshot of one week, eleven months before the surveyor walks in.
None of these are wrong. They are all sampled, manual, and late. Navix Compliance checks 100% of charts every night, and your compliance lead spends the morning fixing what it found instead of looking for it.
What it takes to get it
It comes with Navix Hub. That is the honest part.
Navix Compliance runs inside Navix Hub against the Navix medical record. If you are on another EMR, the path is a switch. The demo is where we show you whether it is worth it on your own levels of care, and you decide.
Included
In every Navix Hub facility plan. No add-on, no per-seat line. The engine, the score, signature and credential tracking, and the agent.
Set up during implementation
Your customer success manager configures each location's compliance profile with you, then duplicates it across locations. Upload your documents at any time.
1 to 8 weeks to live
Facility implementation, run by Navix: data migration, forms, integrations, training, parallel running until you choose the cutover date.
Built for licensed and accredited programs
Detox, residential, PHP, IOP, and outpatient. Standalone sober living without licensure or accreditation does not configure a compliance profile.
It is included in every Navix Hub facility plan. The compliance engine, the chart health score, signature and credential tracking, and the Compliance Agent all come with the platform. It is not an add-on and not a per-seat line.
Does Navix Compliance work with my current EMR?
No. Navix Compliance runs inside Navix Hub against the Navix medical record. It is not a bolt-on for another EMR. If you are on a different platform, the demo is where we show you what it would look like on your levels of care, and the path is a switch to Navix Hub, which takes one to eight weeks.
Where do the compliance rules come from?
Navix maintains a rules library covering Joint Commission Behavioral Health Care standards, CARF, major commercial payers, and state requirements added state by state. You can also upload your own state license conditions, accreditation standards, payer contracts, and policies in any format, and they are encoded into the same engine. When sources conflict, the strictest requirement wins by default, both are shown with a conflict flag, and an administrator can override with documented reasoning.
How often are charts checked?
Rule-based checks run nightly against every chart: document completeness, signatures, daily hours, treatment plan currency, and encounter detail. AI-assisted reviews of treatment plan coherence and medical necessity run on demand, or on a schedule you opt into per location.
Can the Compliance Agent change my charts?
No. The agent is read-only against protected health information. It can read, summarize, explain, recommend, and draft corrective action language, but it cannot write to a chart, modify documentation, or resolve a gap. Every invocation is logged, answers are scoped to the user's role, and factual claims cite the underlying record.
Which levels of care does it cover?
Detox, residential, PHP, IOP, and outpatient programs that are licensed or accredited. Each location has its own compliance profile with its accreditation body, state, payer panel, levels of care, and scoring weights, and a profile can be duplicated across locations. Standalone sober living homes without licensure or accreditation do not configure a compliance profile.
Does Navix guarantee we will pass survey?
No. Navix Compliance tracks documentation requirements and surfaces gaps so your team can fix them before a surveyor, payer, or state inspector does. It does not guarantee accreditation, licensure, or audit outcomes, and it does not replace the judgment of your compliance officer.
See it on your levels of care
Thirty minutes. Your accreditation, your state, your payers.
Tell us your levels of care and accreditation body and we will run the demo on a profile that matches yours: the nightly checks, the score, and the agent answering the questions your compliance lead asks every week.
Navix Compliance tracks documentation requirements and surfaces gaps. It does not guarantee survey, accreditation, licensure, or payer audit outcomes, and it does not replace the judgment of your compliance officer. Rule library coverage varies by state and payer; ask us for the current list.
