Practice Management Alert

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Identify Areas for Improvement With This Handy Self-Audit Checklist

Consider nine criteria when you sit down with your case files.

If you don't know quite where to begin when you perform your first self-audit, keep this handy reference as a guide to remind you what types of questions you should be asking yourself. For each chart, make sure you can answer the following questions and you'll know you've done a thorough job:

  • Does the documentation support the level of service billed?
  • Does the documentation support the CPT® and/or HCPCS codes billed?
  • If the physician coded a consult, does documentation of a request from a third party exist in the chart? Does the chart contain a written consult report back to the third party?
  • Did the physician use modifiers correctly?
  • Does the documentation support the ICD-9 codes the practice reported?
  • Did the physicians sign and date all entries?
  • Is the chart legible?
  • Is the name and identification number of the patient and provider on each page of the medical record and claim form?
  • Does the patient identification sheet include completed biographical data, including the patient's address, employer, home and work telephone numbers, and marital status?