⚠️ Audit preparation tool. Select an audit type and patient, choose documents to include, then generate a print-ready package. All documents are drawn from existing PivotChart records. Verify completeness before submitting to any payer or surveyor.
Step 1 — Select Audit Type
🏛️ CMS Survey
Certification / recertification survey. Full CoP documentation package.
💰 Medicare ADR
Additional Documentation Request from MAC. Claims review documentation.
🏥 Medicaid Audit
State Medicaid review. Service authorization and clinical record package.
🔍 Internal Audit
Self-audit / QAPI review. QA documentation and outcome analysis.
👷 DOL / HR Audit
Department of Labor review. Staff records, payroll compliance, EVV logs.
📋 State Licensing
State health department re-licensure. Full agency profile and policy package.
Step 2 — Patient & Date Range
Step 3 — Select Documents