Result Details

The user can follow the steps below to add Result details in the Audit Worksheet.

• The icon allows adding additional details for the desired data elements. To include details such as error, checklists, custom comments, or to select the desired master outcomes, click on the icon. A Result dropdown screen will be displayed.

• Users can add the desired information under the Result area for each Line item-level data element only. For chart-level or audit-level findings, they should use the separate Chart Result and Audit Results sections provided.
  • Checklists
  • Master Outcome
  • Errors
• To add additional information for a specific data element, click the Custom Comment link. After entering your comment, select Close Comment to hide the comment box.
• Once desired checklists, errors, custom comments, or master outcome are defined, click on the icon to close the result section. 
• The auditee can enter the remaining required patient information using the appropriate data elements. Additional details for individual data elements can be added by following the same steps and using the icon.
• Click on the Return to the Audit Box Article to continue the process.

Checklists

The Checklist section allows users to apply predefined criteria relevant to the selected line item. Users can select one or more checklists, each displayed as a separate tab for easy navigation. Within each checklist, users respond to specific audit criteria by entering values or selecting answers such as Yes, No, or N/A.

Follow these steps to add a checklist:

• Click the Checklist tab, then choose the desired checklist from the Checklist dropdown. The other option may defer based on the selected checklist type.  
• Users can select multiple checklists at once by clicking on the desired items. Each selected checklist opens in a new tab, and its name is displayed in bold to indicate it's active.

Note:

• • If the desired checklist is not listed, the user can create a new checklist by following the steps of Working with Checklists.
  • The Suggested Codes display the correct procedure codes along with their associated business logic.
• Select the correct answer for each checklist item. Answers may be multiple choice, yes/no, or text.
• Selected criteria and answers will be saved automatically.
• If you choose more than one checklist, go to each one individually to answer.
• For the binary options, select the desired yes/no radio button.
• The Answers   checkbox in the right corner allows users to mark unselected criteria as N/A (Not Applicable).

Master Outcome

The Master Outcome section is used to assign the final audit determination for a data element, based on the responses provided in the checklist. Users can select the appropriate outcome by checking a box that best represents the audit result.

Follow these steps to add a desired Master Outcome:

• Once all desired checklists are selected, navigate to the Master Outcome section and choose the appropriate outcome checkbox for the data element.
• Users can also use either the common or individual search bar to find specific outcomes by category, subcategory, short description, or long description.
• The user can also select the multiple outcome checkbox, if needed.

Errors

The Errors section is used to identify and document issues found during the audit of a data element. Users can select one or more applicable error codes or descriptions that best reflect the discrepancies between reported and audited data. This section helps ensure transparency, supports consistent error tracking, and contributes to accurate scoring and reporting of audit results.

• Once all desired master outcomes are selected, navigate to the Errors section. 
• Select the appropriate error from the Errors dropdown menu. 

Note:

• • If the error types do not appear in the menu, the corresponding metrics should be added to the project guidelines for the specific data elements. Navigate to the desired guideline and follow the Data Elements process to add an associated metric. 
  • Audit Worksheet applies only to active metrics where the Date of Service (DOS) falls within the metric’s effective and termination dates. For service lines with a DOS range, the system uses the Line From DOS to determine applicability. If the procedure code is effective on or after the Line From DOS, the metric is applied.

• All selected checklists, Master Outcomes, and their associated line-level possible and deduction point details appear on this screen. 
• Select the appropriate Deduction Category for each line result items, if applicable.
• Icon allows arranging the sequence of the line result.

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