Manage Lists - Auditees – Healthicity Support

The Manage Lists - Auditees allows users to efficiently create and maintain a centralized list of auditees. To audit an individual or entity, they must have a record in this list.

There are three methods to add Auditee records: manually one at a time, using a bulk import file, or through Claims Connect.

This article provides instructions on creating and managing Auditee records using the first two methods.

View Auditees

Follow the steps below to create and maintain demographic information for auditees:

Navigate to the Admin Manage Lists. The Auditees screen will be displayed with list of auditees.

Using the Actions menu, you can perform the following functionalities:

Show/Hide: To view active versus inactive auditees, use the toggle button. To see all auditees, both active and inactive, set the toggle to the View All option. The toggle defaults to displaying only active auditees.
Add Auditee: Manually add new auditees to Audit Manage+, making sure all entities subject to audits are included. Refer to Add Auditee for instructions.
Bulk Upload Auditees: Import multiple auditees at once using a preformatted file. Using bulk import saves time in several ways. Not only can you efficiently upload auditees, but Audit Manager will also automatically record practices and regions. Refer to the Bulk Upload Auditee article for instructions.
Edit Auditee: Update existing demographic records to ensure auditee details are accurate and current. Refer to the Edit Auditee article for instructions.
Delete Auditee: Remove auditees permanently from the list. Once deleted, records cannot be recovered. Audit Manager+ will not allow deletions if there is an ongoing audit (in any stage of the audit process) in the system.
Run Report: This function generates a CSV file of the auditees currently displayed in the list on the page. You can create reports for all auditees or a selected subset by filtering the displayed list.

Add Auditee

Select Add Auditee from the Actions menu and choose one of the following options as required:

Select the Add Auditee option. A sub-menu will be displayed to the right.
- Add Provider: Add new providers to the list, capturing essential details related to healthcare professionals or organizations involved in audits.
- Add Coder: Add new coders to the system to enable accurate tracking and assignment of coding tasks for audits.
- Add Generic: The generic option enables you to create records for and audit departments, processes, and other areas beyond providers and coders. For example, a generic auditee could be the system configuration department, which reports errors or assesses quality. Another example might be the front office staff, to track their completion of responsibilities.

Provider or Coder as an Auditee

Follow the steps below to add a Provider or Coder as an Auditee:

Select Role: Choose either Provider or Coder. The corresponding Add Provider or Add Coder screen will be displayed.

Enter Auditee Details:
- Fill in the First Name, Middle Name, and Last Name fields.
- Enter an Email Address and Credentials. This is used to reset passwords for Audit Manager+.
Select Specialty: Choose the appropriate Specialty from the dropdown list. You can:
- Select multiple specialties for one auditee when providers have multiple areas of practice. Select multiple specialties for an Auditee when providers have multiple areas of practice. Choose the primary or default specialty first, as only the first specialty will be used when categorizing Auditees by specialty. The order of specialties listed determines how Audit Manager+ identifies the primary specialty, which typically impacts reporting.
Select the desired Practice/Organization from the dropdown list.
- Note:
  - Specialty, Practice, and Organization must be set-up in before they can be selected for an Auditee.
  - You must create demographic records for each practice, organization, or region before it can be associated with a provider.
Capture any additional information your organization needs in the Note section.
Enter Provider ID (for Providers only): typically, this is the provider's NPI number, but it can be any number that uniquely identifies the provider within your organization.
Employment Details:
- Enter the Employment Contract Date and the Employment Terminated Date (if applicable).
- Select the desired Employment Status:
  - Active: The individual is currently working, and their employment is ongoing. These auditees are available to audit within Audit Manager+.
  - Inactive: The individual is not actively working, but the auditee must be available to audit. but remains on payroll (e.g., during a leave of absence).
  - Termed: Employment has been terminated. The provider will not be displayed in lists and cannot be audited.
Click Submit to save the details and add the auditee.

Generic as an Auditee

Follow the steps below to add a Generic as an Auditee:

Select Role: Choose Generic. The Add Generic screen will be displayed.

Type the Auditee Name. This name needs to uniquely identify the entity, department, process, etc.
Specify the desired Auditee ID. This can be any number that uniquely identifies the Auditee.
Click Submit to save the details and add the auditee.

Bulk Upload Auditee

The Bulk Upload feature enables you to efficiently upload auditees simultaneously, creating records for practices and regions.

Follow the steps below to Bulk Upload Auditee details:

Select the Bulk Upload Auditee and choose Provider or Coder from the Actions menu. The Upload Bulk Provider/Upload Bulk Coder window will be displayed.
Click Download Provider File or Download Coder File to obtain the template for bulk uploading providers or coders. Fields marked with an asterisk (*) are mandatory.

Note: Do not edit the column titles or add or remove columns. The file will not upload if any changes are made.

For Providers/Coders, ensure you select a specialty listed in Audit Manager. You can download the Specialty List to verify the acceptable values for your organization.
Enter all the auditee details and save the file in .csv format on your local machine.
Click the Upload file area, then browse and select the saved file. If there are any errors, they will be displayed below the Save button after you submit the file.
The uploaded auditees' details will be listed on the Manage List screen.

Edit Auditee

Follow the steps below to edit the demographic records for Auditees.

Find the Auditee's record by searching with the universal search or by clicking the search funnel.
Select the desired auditee from the list, navigate to the Action menu, and choose Edit Auditee.
Update the desired information and click Submit to save the details.