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Stop preparing for IDT. Start planning care

IDT-Prep is the newest module in Recert-Assist. The prep note is drafted for you, so your team can walk into every IDT meeting ready to plan the next 14 days of care instead of defending the past.

15 min saved per patient, per IDT meeting
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Less time prepping, more time planning care

IDT-Prep eliminates the busy work so your team walks into every meeting ready. Clean documentation, a team in sync, and focus back where it belongs.
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Kill the prep work

The prep note is drafted for you from source data. No more scrambling before every meeting.

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Look forward, not back

Spend the meeting on care planning, not defending past documentation.

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Always audit ready

Documentation is checked for discrepancies continuously, so recert and audits hold no surprises.

Walk into every IDT meeting ready

IDT-Prep pulls the source clinical documentation for each patient and drafts a ready-to-use prep note across the date range you choose. No more scrambling before the meeting or burning hours justifying past decisions.

With IDT-Prep, Your Team Can:

  • Open a patient's IDT Prep tab and see a ready-to-use prep note.
  • Review focus areas and the primary indicator of decline at a glance.
  • Set the date range to Since Last IDT, Since SOC, or a custom window.
  • Copy or print only the sections your meeting needs.
IDT Prep

Why IDT prep eats your team's time

If your team spends more time preparing for IDT meetings than planning patient care, there is a better way. The busy work adds up across every patient, every meeting.
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Hours of prep before every IDT meeting

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Meeting time spent justifying past decisions

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Documentation scattered across notes and visits

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Discrepancies surface late, during recert or audit

The prep note, drafted for you

Built from source data, the prep note surfaces the primary indicator of decline, focus areas, and clinical data logs in one editable view. The final note stays with the IDT.

Every prep note includes:

  • Prep Note: visit frequency, level of care, patient condition, symptoms, safety risks, and planned interventions.
  • IDT Focus Areas: primary indicator of decline, secondary concerns, and plan-of-care recommendations.
  • Clinical Data Logs: functional status, measurements, vitals & labs, events and meds, and discrepancies.
  • Key Changes from Previous IDT, shown when reviewing Since Last IDT.
IDT Focus Areas (1)

How IDT-Prep Works

From the Recert-Assist tab to a meeting-ready prep note in four steps without changing how your clinicians document.
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Select Patient & IDT Prep

Open Recert-Assist, select a patient, and switch to the IDT Prep tab. Patient context carries over.

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Set The Date Range

Choose Since Last IDT, Since SOC, or a custom range. IDT-Prep reads the right window automatically.

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Review The Prep Note

An editable note is pre-populated with the clinical summary, focus areas, and key changes.

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Copy Or Print

Select the sections you need and copy or print them for the meeting in one click.

What Changes With IDT-Prep

Before

  • Scramble to pull documentation before every meeting.

  • Spend meeting time defending past decisions.

  • Discrepancies discovered late, during recert or audit.

  • Prep effort varies by clinician and location.
After
  • ✓

    Walk in ready with a prep note drafted for you.
  • ✓

    Plan the next 14 days of care, not the past.
  • ✓

    Continuous audit readiness, no surprises.
  • ✓

    15 min saved per patient, per IDT meeting.
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"Reviews that used to take hours now can happen in minutes, with clear, defensible documentation every time.
Amanda McKissick
CEO of Blue Summit Hospice and Palliative Care

Part Of The Akssi Platform

IDT-Prep lives inside Recert-Assist, alongside Audit-Scan. It works with the documentation already in your EMR — no new tool for clinicians to learn.

  • Lives inside Recert-Assist — no new tool to learn.

  • Clinicians keep documenting in the EMR.

  • The final prep note stays with the IDT.

  • Built from source data and fully traceable.

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See IDT-Prep in action

Schedule a free 15-minute demo and we will show you exactly how it works for your team.
  • See how the prep note is drafted from source data
  • Walk through date range selection and focus areas
  • Understand how IDT-Prep fits your current workflow
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Most teams see cleaner documentation and shorter IDT prep within the first few meetings.

Part Of The Akssi Platform

IDT-Prep lives inside Recert-Assist, alongside Audit-Scan. It works with the documentation already in your EMR — no new tool for clinicians to learn.

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Let’s talk about how Akssi™ can streamline your workflows and give you peace of mind.