The JotAudit Admin Dashboard helps you monitor documentation compliance across your organization — so you can spot risk early and keep every note audit-ready.

It gives practice owners a clear view of where documentation is strong, where it’s drifting, and what to address before it turns into denials, recoupments, or audit exposure.

When you open the Admin Dashboard, you’ll see a quick health snapshot of your clinic, organized by compliance rule.

That makes it easy to:

• See what’s consistently documented well

• Identify which rules are being missed most often

• Prioritize what to address first

JotAudit’s checks are grounded in real-world guidance, including publicly available payer and policy documentation — so the rules reflect what payers and auditors actually look for.

You’re in control of what JotAudit evaluates.

From the Admin Dashboard, you can:

• Disable rules that don’t apply to your clinic

• Edit rules to match how your organization documents

If you choose to edit a rule, use the AI chatbot editor to quickly rewrite or tighten rule language.

This keeps flags and suggestions aligned with your clinic’s standards, workflows, and documentation style.

From the dashboard, you can review your clinicians and the compliance of their notes, allowing you to identify emerging patterns over time and track progress.

You can select a clinician, and review their notes directly. You’ll get a full breakdown including:

• CPT code review

• A rule-by-rule view grouped by severity:

  • Not compliant

  • Warning

  • Suggestion

This makes it easier to understand what’s happening, coach effectively, and focus on the highest-risk gaps first.

It’s designed for clinic admins and practice owners who want visibility into documentation quality and compliance patterns across multiple clinicians.

Yes. You can disable rules or edit them using the AI chatbot editor so the checks reflect your clinic’s expectations.

Yes. You can drill down from organization-level trends → clinician view → individual notes for CPT context and rule-by-rule findings.