BAA before any chart upload
A Business Associate Agreement is executed before protected health information is processed. Read how the BAA gates upload.
How it works
From the agreement to a source-cited fix list
- Sign the BAA and verify your NPI. Nothing is uploaded until your agreement is in place.
- Upload charts. RevOptix1 reviews the clinical record against what was coded on the MDS.
- Get a source-cited report. Each finding shows the issue, the supporting document, the risk, and the recommended action.
Watch the demo on sample data, with no account.
Who it’s for
Who it’s for
Administrators and DONs
Fix documentation habits while they’re still coachable, not after the ADR letter arrives. How a SNF prepares an ADR response.
MDS and reimbursement teams
Catch the NTA, SLP, and nursing-component items that the chart supports but the MDS missed, and the ones it doesn’t support. Where the MDS and the chart diverge.
Compliance leaders
Walk into a MAC or survey with chart-level evidence instead of hoping. Use the audit-readiness checklist.
Multi-site operators
One consistent review standard across buildings and EMRs, with each facility’s data kept separate.
Sample, not a resident chart
How it works. A chart goes in. A finding comes out.
Published sample stay ST-0047. No account is required to follow these three steps. The longer walkthrough on the next page also uses synthetic data.
1 · Chart in
Physician history and physical, 03/12/2026, sample stay ST-0047. The note records an NTA comorbidity.
PDPM audit software
SNF documentation audit, MDS-to-chart review, and ADR prep
RevOptix1 is chart intelligence for skilled nursing facilities. It compares the clinical record, the MDS, and the billed stay so documentation, assessment, and the claim can be read together. It does not replace your EHR, and it does not submit claims.
Documentation the chart already has
Nursing notes, the physician history and physical, therapy notes, and diagnosis lists. A finding cites the source in the stay so a director of nursing or a reimbursement lead can open the same page.
MDS Section I and NTA accuracy
Diagnoses and NTA comorbidities that appear in the record and not on the MDS, and MDS items the note does not support. The check is one stay across Section I, the chart, and the HIPPS that was billed.
ADR response and survey timing
Use the same stay-level report while you still have time: before a Medicare Administrative Contractor review, an additional documentation request, or a state survey. Use the audit-readiness checklist.
Exports from the EHR you run
PDF, CCD, HL7, and FHIR R4. See which EHR exports the review accepts, including PointClickCare PDPM audit notes, MatrixCare, NetSmart, and American HealthTech.
Short guides on this domain: ADR response for SNFs, common MDS and PDPM documentation gaps, and an audit-readiness checklist. Related pages: PDPM audit software, MDS audit software, MDS Section GG, NTA review, and SNF revenue integrity.
Your numbers, not ours
Enter your census and see the arithmetic
Type your certified census, the Medicare share, your average Part A per diem, and the share of days you want to stress-test. The page multiplies those entries. It does not estimate what your building will recover.
The illustration stays blank until you enter your own figures.
Illustrative arithmetic only. Not an audit finding, not a guarantee, and not a quote of recoverable revenue. The published sample found an NTA comorbidity in the history and physical that was missing from the MDS. That sample is not a dollar rate.
Software
Start with a three-month pilot.
Full RevOptix1 access for one facility at $550/month for months 1 to 3. After the pilot, move to the bed-count plan that matches your certified census, or add expert support if you want a person reviewing the file. At month 4 the price follows certified beds: Small $750 under 75, Medium $1,375 for 76–150, Large $2,400 for 151–250, or Enterprise $3,500 for 251 and above. You can cancel a monthly software plan with 30 days written notice. There is no cancellation fee.
| Plan | Certified census | Price | When it starts |
|---|---|---|---|
| Pilot | Any | $550/month | Months 1–3 |
| Small | Under 75 | $750/month | From month 4 |
| Medium | 76–150 | $1,375/month | From month 4 |
| Large | 151–250 | $2,400/month | From month 4 |
| Enterprise | 251+ | $3,500/month | From month 4, scope confirmed |
Read what each software plan includes
Expert retainers, priced separately
MDS Focus, State Survey, and Federal Audit are expert retainers, not the bed-count software plans above. Prices below are the under-75-bed starting rates. Larger facilities are priced higher.
Call (385) 888-7447 to add expert support.
Before you start
Questions facilities ask
Is my data secure?
Charts stay inside RevOptix1. Sign-in is required, access is limited to the facility account, and chart opens are logged. Traffic uses TLS, and stored files are encrypted at rest. Nothing is uploaded until the Business Associate Agreement is signed and the facility NPI is verified. Read the security overview.
Which EHRs do you work with?
The review runs on exports you already produce, including PDF, CCD, HL7, and FHIR R4. It works with PointClickCare, MatrixCare, NetSmart, and American HealthTech. It does not replace your EHR. See which EHR exports the review accepts.
Who reviews the findings?
The software report cites the note in the chart. Your clinicians and reimbursement staff decide what to change. A person from PDPM Audit Optimization Group reviews a file only when you add an expert track.
What happens after three months?
At month 4 you move to the bed-count plan that matches certified census: Small $750 a month under 75 beds, Medium $1,375 for 76 to 150, Large $2,400 for 151 to 250, or Enterprise $3,500 for 251 and above, or you stop. Monthly software plans can be cancelled with 30 days written notice. There is no cancellation fee. See the bed-count prices.
Do you guarantee revenue recovery?
Findings are based on chart documentation and are not guaranteed to change reimbursement.
Why a three-month pilot instead of a short trial?
We start with a three-month pilot instead of a short trial, so your team has time to review real charts and see results.
The person who built it
Dani Larsen, published in McKnight’s
Dani Larsen, founder and CEO of PDPM Audit Optimization Group, wrote a Marketplace Experts article in McKnight’s Long-Term Care News and developed a patent-pending SNF audit methodology. RevOptix1 is the platform. PDPM Audit Optimization Group is the expert team.
Step 1 — see a sample report
One button on this page. After the report, watch the demo. After the demo, start the three-month pilot at $550/month for months 1–3 on one facility. After you submit the account form, you sign in, sign the BAA, then pay on Stripe. Chart upload stays closed until the BAA is signed.
See a sample reportNext: watch the demo Start the 3-month pilot, $550/month Talk to an expert: (385) 888-7447
Proof
See exactly what you’d receive.
This anonymized review shows the same format subscribers get. Sample finding: NTA comorbidity documented in the physician H&P but not captured on MDS Section I.
Sample stay ST-0047
An NTA comorbidity in the physician history and physical was not on the MDS. The report names the source note, the risk, and the chart action. It is one sample stay, not a building-wide dollar result.
Published in McKnight’s
Founder Dani Larsen wrote a Marketplace Experts article in McKnight’s Long-Term Care News on why the Pinnacle audit was a mirror for the industry. It is contributed commentary, not a news feature.
The sample report
The anonymized report lives on the expert team’s site so you can read the structure before you pay. Read the anonymized sample report.
Marketplace Experts article
Dani Larsen on the Pinnacle audit, published in McKnight’s Long-Term Care News.
See the McKnight’s articleCase studies on the expert site
Case studies are published by PDPM Audit Optimization Group. This page does not turn them into a guaranteed recovery figure.
Read the case studies on pdpmauditgroup.com