Prepare for Your Revenue Cycle Audit
Follow this comprehensive guide to ensure a smooth, efficient audit process. We've made it simple with step-by-step instructions and checklists.
4 Simple Steps to Audit Readiness
Follow these steps to ensure a smooth audit process
Schedule Your Discovery Call
After submitting your audit request, we'll schedule a 30-minute discovery call to understand your practice, challenges, and goals.
- Prepare a brief overview of your practice
- Identify your top 2-3 billing challenges
- List your revenue goals
Gather Required Documents
Use the checklist below to collect the necessary reports and data from your practice management system.
- Export reports from your PM/EHR system
- Organize documents by category
- Remove any patient identifiers (we'll handle PHI securely)
- Note any system limitations or data gaps
Secure Data Transfer
We'll provide a secure, HIPAA-compliant portal for you to upload your documents. No email attachments needed.
- Upload documents to our secure portal
- Verify all required documents are included
- Confirm data transfer completion
- We'll send you a confirmation receipt
Prepare Your Team
Brief your billing and administrative staff about the audit process and timeline.
- Notify staff about the audit initiative
- Identify key contacts for follow-up questions
- Encourage staff to document current pain points
- Set expectations for potential process changes
Document Collection Checklist
Check off items as you collect them. Track your progress below.
Financial Reports
Claims & Billing Data
Practice Information
Systems & Processes
Can't Find All These Reports?
Don't worry! Not every practice management system generates all these reports. We'll work with you during the discovery call to identify what's available and find alternatives.
Contact Us for HelpPro Tips for a Successful Audit
Expert recommendations to maximize audit value
Be Transparent About Challenges
The more we know about your current struggles, the better we can tailor solutions. Don't hide problem areas—that's exactly what we're here to fix.
Gather Data Promptly
The faster you provide data, the faster we can deliver your audit results. Most practices complete data collection in 2-3 days.
Ensure Data Accuracy
Double-check that your reports are complete and current. Accurate data leads to more precise recommendations.
Don't Worry About PHI
We're 100% HIPAA compliant with BAAs in place. Our secure portal and processes ensure your data is protected at all times.
Frequently Asked Questions
Common questions about the audit preparation process
How long does the audit take?
From data submission to final results presentation, the entire process takes 7-10 business days. We prioritize speed without compromising thoroughness.
What if I can't access certain reports?
That's okay! During the discovery call, we'll work with you to identify what's available in your system. We can often work with alternative reports or help you extract the data we need.
Will the audit disrupt my practice operations?
Not at all. The audit is conducted entirely by our team using your submitted data. You won't need to change any workflows or pause billing operations.
What happens after the audit?
We'll schedule a 45-minute results presentation where we'll review our findings, share a custom revenue recovery plan, and discuss transparent pricing options. There's zero obligation to proceed.
Is my data safe?
Absolutely. We use bank-level encryption, secure portals, and have signed Business Associate Agreements (BAA) in place. We're fully HIPAA compliant and take data security extremely seriously.
Ready to Get Started?
Request your free audit today and we'll guide you through every step of the preparation process.
100% Free • No Obligation • HIPAA Compliant