Create Projects

Projects act as containers for organizing audit activities within Audit Manager. They allow users to group audits, manage timelines, assign guidelines, and track progress for specific audit initiatives. The Create Projects section supports the setup and oversight of both new and existing projects. This article outlines the steps to complete the following tasks.

• Create New Projects
• Edit Existing Projects

Follow the steps below to start working with the Create Projects functionality:

• Navigate to Audit Create Projects. The Create Projects screen will be displayed.

• Under the Actions menu, the user can perform the following functions: 
  • Show/Hide: Allows users to simplify the list by hiding columns they don’t need.
  • Run Report: This feature allows users to generate and download an Excel or CSV file with a list of all the projects displayed on the list page.
  • Create New Project: Allows users to create a new project and assign Audit Guidelines to the project. For more information, refer to the section titled Create New Project, and follow the instructions.
  • Assign Audits to Project: Allows users to create blank DOS folders for each DOS that needs to be audited. For more information, refer to the article Assign Audits to Project, and follow the instructions.
  • Import Claim and Assign Audits: Let users upload encounter data to automatically create a project with audits for each auditee and date of service.
  • Edit Project: Allows editing of project details, such as due date or project name, for an existing project. For more information, refer to the section titled Edit Existing Project. and follow the instructions.
  • Delete Project: Allows deletion of a project from the system.
  • Claims Connect: Allows users whose organization exported encounters to Healthicity via Claims Connect. Select this option to access your data and create audits. For more information, see the Claims Connect article and follow the instructions.

Create New Project

Follow the steps below to create a New Project:

• Navigate to the Actions menu and select Create New Project. The Create Projects window will be displayed, where you can add a new project.
• Enter a unique name for the new project.
• Select the Expected Start Date and Audit Due Date using the calendars. 
• Select the desired audit guideline from the Guideline dropdown list. For information on guidelines, refer to the article Working with Audit Guidelines.
• The user can also add the Data Elements and Report Settings by following the desired steps.
• Click Save to create the new project.

Edit Existing Project

The following steps allow you to change a project's name, due dates, or Audit Guideline.

• Select the desired project from the list, navigate to the Actions menu, and choose Edit Project. The Create Project screen will appear, allowing you to modify the project details.
• You can update the Audit Name, Expected Start Date, and Audit Due Date.
• To update the General Information of the guideline, refer to the article Working with Audit Guideline and update the desired information.
• The user can also update the Data Elements and Report Settings by following the desired steps.
• Once all the required details are set, click Save to update the changes.

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