Manage Lists Overview

The Manage Lists feature in the Audit Manager+ module allows users to create, customize, and organize essential lists for the audit process. This includes:

• Auditees: Auditees are individuals or entities that are subject to an audit. Typical auditees include providers, coders, and facilities, but they can also be departments or groups like configuration software teams. Create and maintain a list of individuals or entities that will be the focus of audits. Follow the Instructions for Working with the Auditee List.
• Payers: Payers are organizations that cover healthcare expenses. In audits, payers often set payment rules and are the main focus of the audit, including the fees paid for various services. To create and maintain a thorough list of payers, follow the instructions in Working with Payers.
• Practices/Organizations: This list helps identify practices, groups, departments, etc. Practices are usually connected to providers and coders. Organizations are generally linked to coders representing work assignments or groups of coders. This list is mainly used for organizing auditing and reporting. It is optional. Follow the instructions in the Working with Practices/Organizations section.
• Regions: Regions enable the categorization of Auditees based on geographical locations or operational areas. Regions are associated with coders who work within the same practices and organizations. This list is optional, mainly serving to assist with structuring, auditing, and reporting. Regions are linked to Auditees. Follow the instructions in the 'Working with Regions' section.

Note: It is recommended to start by creating Practices or Organizations. Afterward, you can create Auditees and link them to the relevant Practices or Organizations. Once Regions are established, you can associate Practices or Organizations with the appropriate Regions for better organization and management.

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