03Workflow risk audit
Better than a calculator.
The useful version is not a generic scale score. It checks what is missing, what conflicts across systems, and what is unlikely to satisfy payer criteria before the work turns into avoidable AR.
01
Required evidence present
Whether the claim, PA, or appeal has the basic identifiers and clinical anchors needed before work leaves the queue.
- Member ID, plan, COB, referral, and authorization status
- Diagnosis, procedure, diagnosis pointer, modifier, POS, NDC, UOM, and units
- Specialty-specific source documents attached
02
Chart contradictions
Where the EHR, notes, questionnaire, inventory, pharmacy response, and billing record point to different answers.
- Diagnosis-service and indication-drug mismatches
- Note evidence conflicting with selected code, units, or modifier
- Benefit route, payer portal, and inventory conflicts
03
Payer approvability
Whether the available evidence appears to satisfy payer criteria before the submission creates AR or appeal work.
- Medical necessity prerequisites and hard stops
- Step therapy, benefit exclusion, frequency, and continuation rules
- Manual review when evidence is missing or only inferential
04
Follow-through
Whether approvals, denials, paper EOBs, portal messages, corrected claims, and deposits resolve cleanly after submission.
- 277CA, ERA, paper EOB, and portal denial capture
- Appeal versus corrected-claim routing
- Payment, underpayment, write-off, and deposit reconciliation