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Coding audits and CDI · Documentation and coding

Find coding and documentation risk before a payer does.

We audit a sample of your charts, show where codes and notes disagree in both directions, and give your providers specific ways to document more clearly.

Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
Clinician and coding specialist reviewing clinical documentation

A clear scope. A consistent handoff.

Support designed around real practice work.

An audit is only useful if it changes the next chart. We review against the code sets and payer rules that apply to you, report both over-coding and under-coding, and turn findings into education your providers can act on.

01

Audit the charts

Test a defined sample against the record.

  • Provider and service-line chart sampling
  • E/M level and modifier review
  • Diagnosis specificity checks
  • Over-coding and under-coding findings
02

Improve documentation

Help the note say what the provider actually means.

  • Non-leading provider queries
  • HCC diagnosis review against the note
  • Query templates and tracking
  • Documentation gaps by provider
03

Act on the findings

Turn the report into changes that stick.

  • Written audit report
  • Provider education sessions
  • Follow-up audits on agreed topics
  • Issues needing refunds raised with your compliance lead

Medical billing across specialties

Primary care, behavioral health, specialty and facility-based billing.

Billing details vary with the service, payer and documentation. We begin by learning how your practice works and can support a wide range of specialties and care settings.

Browse specialty directory

How we begin

A measured start before the work is handed over.

  1. 01

    Review the workflow

    We learn your payers, billing system, current backlog and where this work stalls today.

  2. 02

    Set the scope

    Agree on which queues we own, what stays with your staff and how exceptions come back to you.

  3. 03

    Start with secure access

    Document the handoff and sign a business associate agreement before any PHI is shared.

  4. 04

    Work and review

    We work the agreed queues, record each follow-up and review open items with your practice.

Questions

Before you get started.

We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.

Is this a legal audit?

No. It is a coding and documentation review. If you want privileged review of a sensitive issue, your attorney should direct that work.

Do you only look for missed revenue?

No. An honest audit reports errors in both directions, including codes the documentation does not support.

Start with a conversation

Let’s talk about the work you want off your team’s plate.

We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.

Or call (844) 874-2236