Formulating the Findings of a Chart Audit


Format: Live Webinar
Presenter: Amy Smith, CIA, CHFP, CRMA, MBA, CHIAP, COC, CPC, CPMA
Event Date: 02/02/2021
Time: 1 pm ET | 12 pm CT | 11 am MT | 10 am PT
Duration: 60 Minutes



While performing a chart audit is important, effectively communicating the results is a critical final step in the audit process. It is important to understand why results reporting is vital, how to best communicate results, what to include in an audit report and on a detailed spreadsheet of audit findings, and how to craft value-added recommendations for improvement. In this webinar, we will review each of these in detail to learn tips and tricks for writing effective audit reports and for compiling results in an easy-to-understand spreadsheet. Various examples will be shared to offer different ways of reporting based on the audit scope and/or intended audience. Expert Amy will begin with an overview of the chart auditing process, and provide questions to ask before beginning the work that will make writing the report easy. We will then learn how to set up a spreadsheet to track audit findings and discuss quantification of variances. Tips for writing the actual report will be shared, along with examples of reports intended for various scopes and audiences. 

Learning Objectives:

  1. Understand the overall chart audit process
  2. Determine effective ways to communicate audit findings
  3. Learn why an audit report is important
  4. Discover what should be included in an audit report
  5. Get tips on modifying audit reports based on audit scope and intended audience
  6. Gain an understanding of what to include on a detailed audit spreadsheet
  7. Discuss who should be included on the distribution of audit findings
  8. Share how to craft value-added recommendations for improvement

Areas Covered in the Session:

  1. Overview of chart audit process (what/why/how)
  2. Questions to ask before beginning to help with results reporting
  3. Why/how do we communicate audit results?
  4. Data fields to include on the detailed spreadsheet
  5. How to total/quantify variances
  6. Review examples of spreadsheets
  7. What should be included in the audit report and who should receive it
Other Related Webinars:

Who Should Attend:

  1. Coders
  2. Billers
  3. Auditor
  4. New auditors
  5. Experienced coders embarking upon an auditing career
  6. Auditors new to healthcare or to chart auditing
  7. Anyone needing a refresher on writing audit reports

About the Presenter:

Amy Smith, CIA, CHFP, CRMA, MBA, CHIAP, COC, CPC, CPMA, has over 20 years of experience in medical billing and coding, high level auditing, project managing, and directing several coders across multiple facility locations. Amy currently serves as a Director of Internal Audit for Bon Secours Mercy Health and is a subject matter resource in coding/ billing/ revenue cycle auditing.  She has spent most of her career in healthcare finance and audit and has over 25 years of experience in the industry.  Amy earned her Bachelor’s and Master’s Degrees in Business Administration with concentrations in Finance from The College of William and Mary in Virginia and is active on the local alumni chapter board.  She is an active member of the IIA, HFMA, AAPC, and AHIA, for which she also serves on the Editorial Board of the Publications Committee. Amy is a frequent speaker at the local, regional, and national levels and has authored several articles for various professional journals.  

After Registration

You will receive an email with login information and handouts (presentation slides) that you can print and share to all participants at your location.

System Requirement

Operating System: Windows any version preferably above Windows Vista & Mac any version above OS X 10.6
Internet Speed: Preferably above 1 MBPS
Headset: Any decent headset and microphone which can be used to talk and hear clearly

Can’t Listen Live?
No problem. You can get access to On-Demand webinar. Use it as a training tool at your convenience.

For more information you can reach out to below contact:
Toll-Free No: 1-302-444-0162