Reviewing and attesting notes
Work the Pending notes queue, edit a draft, confirm minutes, and sign. Attestation is what makes a note billable.
Pending notes is the queue of drafts waiting for a clinician. Every row needs minutes confirmed before the encounter can close.
Attestation is the moment a draft becomes a clinical record. Before you sign, the note is a machine suggestion. After you sign, it is your documentation and it carries billing weight.
Reviewing a draft
Read the draft against the transcript, not against your memory of the call. The transcript is available beside the draft for exactly this reason.
Edit anything that is wrong. Edits are tracked as revisions, so you can compare versions, undo a specific edit, or restore an earlier revision. There is no penalty for heavy editing.
Confirming minutes
The minutes you confirm are the minutes that bill. The platform derives a suggestion from call duration, but the number you attest to is the number that counts, and it should reflect the care management time you actually spent rather than simply how long the line was open.
Time spent on care management counts. Time on hold, or spent on unrelated clinical work, does not. See Documenting interventions for billing for what CMS requires.
Signing
Once you attest, the note is sealed and the documented time is written to the patient's billing period. The monthly rollup then turns attested notes into CCM time logs and billing entries.
Undoing an attestation
If you signed something you should not have, you can undo the attestation or revoke the note. Both are recorded. Neither is silent, and neither removes the original from the audit chain.
Use this when you find a genuine error. Do not use attestation as a provisional state on the assumption you will clean it up later.
Verifying integrity
Each attested note has an integrity check that confirms the signed content
has not changed since signing. Compliance reviewers can call it directly at
GET /api/v2/voice/notes/{note_id}/integrity/.
Skipping instead of signing
If the outreach cycle will not produce an attestable note, skip it with a reason rather than leaving the draft to rot in the queue. Skipping is an honest record that the contact did not happen, and it keeps the patient in next cycle's worklist.