How an engagement runs

Healthcare billing audit reviews succeed or stall on preparation. This page explains the path we use so your team knows what happens before anyone opens a claim file.

Step 1 — Briefing

You tell us facility type, specialties in scope, claim volume, and the review window. We reply with a proposed sample size and fee band. No work on patient files begins until the engagement letter is signed.

Step 2 — Access rules

We agree how files will be shared: supervised on-site review, encrypted extract, or a mix. Patient identifiers are minimised wherever the question can be answered without them. Your privacy obligations remain yours; we follow the access rules written into the letter.

Step 3 — Sampling and examination

Auditors work through the agreed sample against your charge master and coding conventions. Questions for your billing lead are batched twice weekly so we do not interrupt clinic hours constantly.

Step 4 — Findings pack

You receive a ranked register, corrected sample worksheets, and a 90-day remediation checklist. An exit briefing walks through the highest-impact lines.

Step 5 — Optional check-in

Thirty days later we offer a short call to hear which checklist items moved. This call is included in full-cycle audits; it is optional for sampling and correspondence reviews.

What we ask of you

• A single named contact for file retrieval
• Honest notes on known weak spots (specialty, insurer, or period)
• Timely replies when sample questions land

Delays in file access are the most common reason week two slips — mentioned often in our client reviews.

Ready to start?

Browse audit reviews or send a brief with your claim volume and preferred window.