Perfect medical records, every level of care.

Opus Genie watches every required service, every day, across Detox, Residential, PHP, and IOP — and tells clinicians in real time what's missing before the documentation window closes. Audit-ready charts. Payor-defensible programs. Insurance payor defensible, every shift.

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15%

On average, a practice has 15% of documents incomplete at any given time

10%

On average, 10% improvement on services captured for billing

1,000+

Docs tracked/wk

TRUSTED BY 160,000+ PRACTITIONERS EVERY DAY - Partnered with the biggest names in the industry

Behavioral health organizations nationwide trust Opus to simplify workflows, enhance patient engagement, and automate operations—so teams can focus on what matters most: delivering exceptional care.

Your real-time compliance partner

Designed for Behavioral Health, Mental Health, Substance Use, Eating Disorders, and Psychiatry practices.

Opus® Genie is a comprehensive compliance tool that simplifies documentation management by combining requirements for levels of care, payors, state regulations, and accreditation bodies like JCAHO and CARF into one easy-to-use interface — keeping your practice ahead of compliance without the manual chase.

Genie replaces shared spreadsheets and tribal knowledge with a streamlined, configurable engine. Administrators change rules on the fly as regulations shift. Clinicians get real-time alerts to complete required documentation on time. No more chasing. No more billing bottlenecks.

Your real-time compliance partner

Three capabilities. One clean engine.

Comprehensive Tracking

Monitors documentation for levels of care, payor requirements, and state Medicare/Medicaid regulations — in one view.

Real-Time Alerts

Visual cues notify admins of overdue or upcoming documentation to ensure timely compliance — before the service window closes.

Built-In Efficiency

Saves time by reducing the need for manual tracking and follow-ups with clinicians.

Core benefits

What changes on the floor.

Streamlined Compliance

Automates tracking of required documentation, reducing administrative workload and ensuring clinicians stay compliant.

Audit-Ready Charts

Complete documentation the day care is delivered — no scramble when a payor requests records or the state walks in, no reconstructed notes.

Time-Saving Automation

Eliminates the need for a dedicated team to chase paperwork, allowing staff to focus on patient care.

User-Friendly Interface

Admins can easily track statuses and follow up using clear visual cues, keeping documentation on track.

The hidden gap

You delivered the care. The chart just didn't prove it.

Every level of care has its own required documentation — progress notes, group attendance, treatment plan updates, assessments. Miss one element and the medical record is incomplete, the day of care is unverifiable, and the chart won't survive an audit. Most programs don't catch the gap until weeks later — long after the clinician has moved on.

Typical facility — service capture

15%

Three capabilities. One clean engine.

Across a typical network, 1 in 7 days of care has a missing required element — a gap that jeopardizes the medical record, the daily rate, and the next payor audit or state review.

Notes completed 48+ hours late

Insurance payors and state regulators require documentation within the service window. After the window closes, the chart is indefensible no matter what you wrote.

Group sessions without attendance

A group ran. The roster didn't get signed. The session isn't defensible in the chart — and the required service count for the level of care falls short.

UR re-auth windows missed

Extension documentation due every 7 days. Miss it once and a whole week of approved care falls out of coverage.

How Opus Genie works

Three moves. Every day. Every patient.

Genie pairs a programmable rule engine with real-time document tracking so your team can catch gaps the same shift, not the same quarter.

Design rules the way your payers actually pay.

Insurance payors and state regulators require documentation within the service window. After the window closes, the chart is indefensible no matter what you wrote.

Genie watches every chart in real time.

A group ran. The roster didn't get signed. The session isn't defensible in the chart — and the required service count for the level of care falls short.

Alerts land with the right person, in time to fix it.

Extension documentation due every 7 days. Miss it once and a whole week of approved care falls out of coverage.

Inside Opus Genie

Built for the people actually holding the line.

Clinical directors, UR teams, billing, compliance — all working from the same live view of what's due, what's done, and what's about to fall through.

DASHBOARD

Walk in knowing exactly what the day needs.

The Genie dashboard surfaces every document due today — patient, location, document type, and exact service window — with one glance at the calendar to see what's met, upcoming, and at risk.

Due-today queue with patient, location, document, and time window
Calendar view color-coded by status: Met · Pending · Not Met · Upcoming
Filter by facility, level of care, clinician, or insurance

RULE DESIGNER

Codify every payer contract. No-code, no IT ticket.

Most compliance tools force you to pick from a fixed library that match your actual payor-specific or facility-specific workflows — conditions, time windows, triggers — in plain English, so nothing slips.

Conditions by Level of Care, Insurance, Program, and custom fields
Time triggers: by document completion, service duration, or custom windows
Recurrent and one-time rules; effort-based enforcement
Plain-language rule summary every admin can read

Why Choose Opus CRM

See every required service, every patient, every day.

The Timeline lays out a rolling grid of every patient against every required document, color-coded by status. Clinical directors spot systemic gaps in 10 seconds; Billing teams have ready documentation to bill claims out fast.

Patient-by-day grid across any date range and level of care
Patient-by-day grid across any date range and level of care
Drill from any cell into the source document or session
Export for audits, payer reviews, and QA

Why compliance breaks without Genie

The chart isn't complete until every required service is documented. Genie makes sure it is.

The daily rate reflects a full day of care — but only if the medical record proves it to the payor. Miss a single required element and the chart is incomplete, the day is indefensible in an insurance audit or state Medicaid review, and the program is exposed. Genie enforces the documentation checklist for each level of care in real time so every chart closes clean, every day.

Required services mapped per level of care — Detox, Residential, PHP, IOP
Live shortfall alerts before the documentation window closes
Chart completeness check — audit-ready the moment the shift ends
Payor audit & state Medicare/Medicaid evidence trail built in, not reconstructed after

Real results

What operators see in the first 90 days.

Benchmarks from behavioral health networks running Opus Genie across Detox, Residential, PHP, and IOP.

85%→95%

Service capture

10-point lift in documented service completion — the single biggest driver of complete, audit-ready medical records

+20%

Payer-approved days

Complete clinical records means UR appeals land. More days authorized. Less time in denial limbo.

Failed payor audits*

Networks running Genie pass insurance record requests and state Medicaid reviews with clean charts — no reconstruction, no scramble, no takebacks.

Admin positions redirected

Genie does the chart-chase. Your team runs care instead of tracking down missing signatures.

“Opus® Genie has made compliance so much easier for our team. We're able to stay ahead of documentation requirements without constantly following up, and our billing process has sped up dramatically.”

- Sarah Moore (Compliance Manager)

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Questions we hear from operators

Frequently Asked Questions

Does Genie only work with Opus EHR?

Genie is deepest inside Opus — admissions, clinical, and billing all feed it live — but it reads from most major behavioral health EHRs via standard integrations. You don't have to rip and replace to stop the documentation gap.

How long does implementation take?

Most networks are tracking their first rule within two weeks. Our CS team brings 40+ prebuilt templates mapped to common payer contracts (Aetna, BCBS, Cigna, UHC, regional Medicaid plans) so you start from a running start, not a blank page.

Who sees the alerts — clinicians or admin?

Both, with different lenses. Clinicians see their own chart nudges in their daily worklist. Compliance and billing see program-level and facility-level rollups. UR sees authorization-adjacent risks. One engine, five audiences.

How does Genie handle audits and payer reviews?

Every rule, every state change, every alert is logged with a full evidence trail. When a payer requests records, you export the Timeline view for the date range and it is the audit packet.

What does pricing look like?

Per-user, per-month — priced against the cost of a single failed payor audit or state review. We'll run a 10-minute chart-gap estimate on a demo call so you see the value before the contract.

Why choose Opus® Genie

Replace the spreadsheet. Keep the shift focused on care.

Opus® Genie automates manual tracking methods like shared spreadsheets with a streamlined, easy-to-use solution. Administrators configure rules on the fly to stay current with changing regulations, and real-time alerts ensure that clinicians complete required documentation on time. No more chasing after clinicians. No more bottlenecks in the billing process.

How Opus Genie works

Book a consultation.

Bring a month of service and documentation data. We'll show you exactly where your charts have gaps across each level of care — and exactly which Genie rules would close them in real time.

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