New York free tool

New York documentation checklist

A public checklist for visit documentation habits. Keep actual visit notes in the private app, never in public tools.

No client details here.

Source-backed requirements.

Built for packet readiness.

Checklist

Confirm FFS enrollment and eMedNY billing requirements before creating claim-ready packets.Track services through 12 months postpartum and preserve payer-specific managed care notes separately from FFS support.Document service date, visit type, duration, member eligibility, and standing-order/recommendation basis.

Turn documentation into packet review

Run the claim checker Use the rate calculator Open the state ruleset