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For medical directors & clinical governance

Governance as a dashboard, not a binder

Chart audits by quarterly sampling, supervision agreements that expire silently, and a compliance story that lives in your head. Here, the rules are data you edit, the gates read them live, and everything — signatures, eligibility verdicts, credential changes, AI-suggestion acceptances — writes to one audit stream you can filter and export.

How do clinics prove prescribing and supervision compliance? With an audit trail the software writes for you: every eligibility decision, note signature, protocol change, and rule edit lands in one timestamped log. In CareOS the eligibility rules themselves are data a medical director edits — and every gate in the product reads them in real time.

How the day actually runs

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Rules as data

Operating states, PDMP mandates, supervision requirements — edited in Ops, applied to every gate in the product immediately. Expanding to a state starts here.

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One audit trail

Signatures, protocol logs, activations, rule changes, eligibility verdicts, and AI acceptances in a single filterable stream with actor and timestamp.

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Chart audits, gated

Chart-quality review with PHI-gated access — quality oversight without handing out chart keys.

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Supervision gaps surface

Missing or expiring collaborative agreements are computed continuously and alerted — before they become findings.

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Prescribing visibility

Per-provider eligibility across states in one matrix — practice and controlled-substance status as colored dots, verdicts logged when you run a check.

The schedule enforces it

A credential expiring blocks bookings past its expiry automatically. The practice cannot accidentally book an unlicensed visit.

Common questions

How does CareOS log compliance decisions?

Every eligibility check writes a verdict to the audit log with the provider, state, scope, reasons, and who ran it. Signatures, credential edits, rule changes, and AI-suggestion acceptances land in the same stream.

Can a medical director change eligibility rules without a developer?

Yes — operating states, PDMP mandates, and supervision requirements are editable data in the Ops console, and every gate in the product reads them immediately.

Does CareOS block booking when a credential expires?

Yes. Booking past a license or DEA expiry is blocked automatically, and expiring credentials open tasks for both the provider and ops ahead of time.

Also on the team: Practice operations · Physicians · Finance

See it with your own workflows

Setup walkthrough · Month-to-month, no annual contracts · Your data is exportable anytime