Tips & Tidbits are our virtual hangout events with Healthicity experts where we talk through best practices, product features, and so much more! Past Tips & Tidbits webinar videos are listed below, along with the related agenda. These Tips & Tidbits webinars happen every other month.
January 2026
Tuesday Tips & Tidbits: Using Custom Fields in Audit Manager
Not every audit fits neatly into standard fields, and that’s exactly why Custom Fields exist in Audit Manager.
November 2025
Tuesday Tips & Tidbits: Setting Up Procedure-Only Audits
Procedure-only audits play by a different rulebook than E/M audits, which means they require the right setup, structure, and tools to get them right.
Here is the handout from the webinar - Procedure & Documentation Checklist Samples.
September 2025
Tuesday Tips & Tidbits: Bulk Uploading Audits Made Simple
With bulk uploading, you and your team can work faster and focus on what matters most. You’ll learn how to set up audits quickly and confidently while making sure everything is in place from the start.
Here are the handouts that Erin provided during the webinar:
- Uploading Audit Claim Data Instructions and Common Errors - Coder Only
- Uploading Audit Claim Data Instructions and Common Errors - Provider Only
- Uploading Audit Claim Data Instructions and Common Errors
July 2025
Tuesday Tips & Tidbits: Inside Audit Manager’s Scoring System
With Audit Manager, you have the tools to define what contributes to your overall audit score, from selecting which codes impact accuracy to overriding individual scores when necessary.
Whether you're aligning with internal policies or addressing specialty cases, our customizable scoring system puts you in control.
Explore how to:
- Refine which elements impact the final audit score
- Apply overrides for one-off scenarios
- Maintain consistent, audit-ready documentation
Here is the handout that Erin provided during the webinar.
May 2025
Tuesday Tips & Tidbits: Unlock the Power of QA in Audit Manager
Discover how to make the most of Audit Manager’s QA features. From conducting quality reviews for new auditors to refining audit reports for providers, our team will walk you through the QA workflow step-by-step.
What You’ll Learn:
- How to perform quality reviews to ensure audit accuracy
- Best practices for adding notes and communicating within the team
- Streamlining the audit process for better reporting outcomes
Also, here is the handout that was included in the webinar. Check out this link for more information on Audit Manager+.
March 2025
Tuesday Tips & Tidbits: Audit Work Queue & Manage Projects Deep Dive
Learn how to navigate the Audit Work Queue and Audit Projects tab to better organize projects, audits, and team workflows.
In this session, you'll learn how to:
- Easily manage and track audits
- Streamline project organization for efficiency
- Set your team up for long-term success
November 2024
Tuesday Tips and Tidbits: Mastering Audit Customization
In this session, you’ll learn to:
- Set up custom fields
- Create procedure checklists
- Implement chart-level comments
- Customize key findings & recommendations
Handouts from the session: Procedure Checklist Samples, Pivot Table Examples on Short Description of Chart Level Comments, Substatus Option Examples, and Chart Level Comment Categories.
Also, here is a link to the webinar Erin did on Pivot Tables: Tuesday Tips and Tidbits: Pivot Tables 101
July 2024
Tuesday Tips and Tidbits: Building Better Reports in Audit Manager
You’ll learn how to maximize our custom extract builder to develop personalized reports and we’ll talk through some additional features!
View and download the slide deck here.
May 2024
Tuesday Tips and Tidbits: Master Audit Guidelines for Project Success
- Learn the tricks of the audit guidelines that control each project's settings
- How to turn on auditing features like HCC Risk Adjustment and Diagnosis Mapping
- Adjust reporting features
- Audit guidelines reference user guide handout
March 2024
Tuesday Tips and Tidbits: Get Your Projects in Gear
- Create more streamlined reporting
- Keep your project list manageable
- Reorganize projects
- Moving audits to another project handout
January 2024
Tuesday Tips and Tidbits: Error Tracking and Reporting from Start to Finish
- Set up the functionality to track errors and compile results
- Audit Manager reports overview handout
October 2023
Tuesday Tips and Tidbits: Pivot Tables 101
- How to create charts and graphs from data
- Pivot table tips to make data analysis easier
- Why you don’t have to be a pivot table expert to leverage the benefits
Comments
0 comments
Please sign in to leave a comment.