Tuesday Tips & Tidbits: Mastering Audit Customization

Tips & Tidbits are our virtual hangout events with Healthicity experts where we talk through best practices, product features, and so much more! These webinars happen every other month.

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 the webinar Erin did on Pivot Tables: https://healthicity.zendesk.com/hc/en-us/articles/26889143009691-Tuesday-Tips-and-Tidbits-Pivot-Tables-101

Presenter:

Christine Weiss, Client Success Manager