Yanforms

When Medicaid asks, the proof is already on file.

A behavioral health program answers an audit with what it can show: signed consents, a rights acknowledgment, allergies and history, releases of information, and a record of each session it billed. The simplest way to have them is to collect them signed and dated at the source, and to file them where they take a minute to find. Yanforms does that with your own forms.

Signed at the source, found in a minute.

In short

  • In Maryland, Carelon has handled auditing and provider compliance for the public behavioral health system since January 1, 2025.
  • Its record review training looks for signed, dated items that are easy to find.
  • Yanforms forms are signed and dated on the device, then filed as one PDF per client or per visit in your Google Drive.
  • A Google Sheet logs every submission, so a client or a day is one search away.

Who reviews your records

In Maryland, Carelon Behavioral Health has been the administrative services organization of the public behavioral health system since January 1, 2025. The Maryland Department of Health lists authorizations, utilization, claims processing, provider management, auditing and provider compliance among its responsibilities.

The state also prosecutes fraud. In December 2025, a woman who ran two Maryland companies billing PRP services was sentenced to 10 years in prison for more than $3.6 million in Medicaid fraud, built on forged signatures and fake patient records (Maryland Attorney General).

What a treatment record review looks for

Carelon’s provider training on treatment record reviews (revised February 2023) asks for records that are current, comprehensive, detailed, organized and legible. Among its items: a signed acknowledgment that the member received their rights and responsibilities; allergies and medical history that are easy to find, with no known allergies documented as such; and a signed and dated release of information, or documentation that the member refused to sign.

For telehealth, it asks the progress note to state the modality (video or phone only), the member’s location at the start of the session, and any technical problem and how it was handled.

Signed and dated at the source

A form completed later, from memory, is the weak point of a record. With Yanforms the client signs on a phone or a tablet, the date of signature is recorded automatically, and the signed PDF is created on the device before it is filed.

We build your visit record for the places PRP work happens: the GPS location is taken at the moment of signing, a photo shows the participant with the staff member, the participant and the staff member each sign, and the time of signature closes the visit. If you make the location required, a visit cannot be signed without it.

Found in a minute

Each completed form becomes one signed PDF plus one row in a Google Sheet, filed in your practice’s own Google Drive. Not using Google Drive yet? We keep them in a secure folder shared with your practice email. Yanforms’ servers receive a count of uses, never what a patient wrote.

A clinic using Yanforms measured the time to find a signed record going from about an hour to a minute.

What Yanforms does not do

Yanforms collects and files the forms your clients and staff sign. It does not write progress notes or treatment plans, does not submit claims, and does not check a practitioner’s Medicaid enrollment. Telehealth details that belong in a progress note stay in your clinical record.

Sources

  1. Provider Treatment Record Review Training Carelon Behavioral Health, revised February 2023
  2. Update on the Behavioral Health Administrative Services Organization (BHASO) Transition Maryland Department of Health, August 2025
  3. Parkville Mother and Daughter Sentenced in $3.6 Million Medicaid Fraud Scheme Office of the Attorney General of Maryland, December 12, 2025

This page is general information drawn from the sources above, not legal advice. Check the rules that apply to your program with your attorney or the agencies that oversee it.

Questions, answered

What does a Carelon treatment record review look for?

Among other items, its provider training lists a signed acknowledgment of member rights and responsibilities, allergies and medical history that are easy to find, a signed and dated release of information or a documented refusal, and, for telehealth sessions, the modality and the member’s location in the progress note.

Can Yanforms make sure a form is never sent incomplete?

Yes, for the fields you choose. Required fields, such as a member ID, a signature or an allergies question, have to be answered before the form can be sent.

How long are the records kept?

They are your files, in your practice’s Google Drive: you keep them as long as your retention rules require. Yanforms never deletes them.

Is a signed release of information enough for care coordination?

Not on its own, in Carelon’s training: a release of information without any documentation that communication was attempted or took place does not receive credit for the coordination standard.

Is this legal advice?

No. This page is general information drawn from the sources it cites. For the rules that apply to your program, check with your attorney or the agencies that oversee it.