NP/PA Chart Review, Fully Automated

Stop running chart review compliance out of spreadsheets and disconnected tools. Zivian brings EHR-integrated chart review, state-by-state compliance rules, NP/PA supervision, and AI-powered quality intelligence into one auditable workflow.

01 CHART REVIEW AUTOMATION

Chart review is manual and disconnected from quality. Zivian can change that.

Every new provider, collaboration, and state expansion creates more complexity.

Reviews live in spreadsheets, charts are sampled and exported manually, and compliance teams are left assembling proof after the fact.

• The monthly chase: Sampling and assignments require hours of manual coordination.
• Risk exposure: Every missing review or signature gets harder to defend during an audit.
• No quality signal: Reviews are filed and forgotten instead of feeding provider development.

02 CAPABILITIES

What You Can Do with Chart Review

Zivian Chart Review replaces disconnected coordination with a closed-loop workflow that keeps reviews moving, documents every step, and gives leaders real-time visibility across the workforce.

03 ONE CONNECTED WORKFLOW

Connect everyone in one place

A connected workflow for admins, physicians, and NPs/PAs.

• Admins see status across review cycles: what’s due, what’s overdue, what’s flagged.
• Physicians review charts side-by-side with state-specific templates.
• NPs/PAs see and acknowledge results, respond to follow-up, and track their own progress.

04 AUTOMATE CHART ASSIGNMENT

Automate reviews and complete them on time

Zivian handles chart sampling, assignment, state rules, and reminders. Configure reviews and evaluations based on service line, specialty, and state compliance rules.

• EHR integration and real-time chart mapping.
• Standard review workflows.
• Performance evaluation templates and scoring rubrics.
• Fully configurable by organization, service line, and state.

05 CLINICAL PERFORMANCE DEVELOPMENT

Leverage AI-powered insights for performance development

Reviews feed into a structured insights view customized for each user type.

• Admins see clinical performance trends across the workforce.
• Supervising physicians see question-level performance, behavioral patterns, and AI summaries of review notes.
• NPs/PAs see their own performance trends and feedback themes.

06 ADVERSE EVENTS

Surface and review adverse events

Many states require a supervising physician to review 100% of charts with an adverse outcome. Zivian makes sure every one is surfaced, reviewed on time, and documented.

• Flagged adverse-outcome charts are pulled into the review queue automatically, independent of your routine sampling.
• Meet the review requirement for every state without manual tracking.
• Keep an auditable record of what was reviewed, by which physician, and when.

07 AUDIT-READY COMPLIANCE TRACKING

Filter and export any audit record immediately

Audit-ready by default. Create a defensible audit trail automatically as chart reviews happen.

• Every review, score, and signature is timestamped and exportable.
• Filter by provider, reviewer, state, date range, and more.
• Export complete documentation for board inquiries, payor requests, internal QA reviews, or diligence.

08 SCHEDULE A DEMO

Today the burden falls on your team. Zivian can run it instead.

09 PRACTICES WE SUPPORT

We support a wide range of practice models and specialties.

• Digital Health
• Primary Care
• Weight Loss
• Behavioral Health
• Post-Acute Care
• Aesthetics
• In-Home & Mobile Care
• Women's Health
• Functional Medicine
• Urgent Care
• Specialty Care
• Payers & Payviders

Zivian Chart Review FAQ

What is Zivian Chart Review?

Zivian Chart Review is an automated chart review compliance and clinical quality solution built for organizations deploying NP and PA teams. It helps teams automate chart sampling, reviewer assignment, physician feedback, APP acknowledgment, audit trails, and clinical quality insights in one system.

Who is Zivian Chart Review for?

Zivian Chart Review was built for managing supervising-physician oversight across multiple states, scaling APPs faster than their compliance program can keep up, or ready to turn chart review into a clinical quality program.

Can Zivian support state-specific chart review requirements?

Yes. Zivian is built to solve the state-by-state complexity of NP/PA compliance. Review workflows can be configured based on state requirements, specialty, service line, internal QA standards, and organization-specific policies.

How does AI work in Zivian?

Zivian uses AI to help organize review data, summarize feedback themes, and surface clinical quality patterns across providers, reviewers, service lines, and states. AI supports insight generation. It does not independently score providers, make clinical decisions, or replace reviewer judgment.

What can I track in Zivian Chart Review?

Teams can track review cycles, assigned reviewers, completed reviews, overdue items, scores, comments, signatures, APP acknowledgments, follow-up actions, and audit records. Leaders can also view workforce-level trends and longitudinal behavioral patterns as review data accumulates.

Does Zivian integrate with my EHR?

Yes. Zivian can support encounter data through EHR integration or bulk import, depending on your organization’s workflow and technical needs.

How long does implementation take?

Zivian Chart Review can launch across a workforce in 6–8 weeks. Implementation depends on your organization’s size, data needs, and workflow complexity.

How is this different from managing reviews in spreadsheets?

Spreadsheets can track that work happened, but they do not run the workflow. Zivian automates review coordination, centralizes documentation, timestamps key actions, supports exportable audit trails, and turns review data into clinical quality intelligence over time.

What is the main benefit for clinical operations teams?

Zivian reduces the manual coordination required to run chart review programs. Instead of chasing physicians, reconciling spreadsheets, and rebuilding audit records, teams can manage the full review cycle from one workflow.