Create Projects - Assign Audits to Projects

The Assign Audits to Projects feature enables users to create audits linked to individual encounters. Each audit is represented by a blank worksheet, serving as a structured checklist that:

• Identifies the number of audits required per encounter
• Tracks the status of audits throughout the review process
• Functions as an actionable worklist for auditors, promoting efficient progress monitoring

This feature supports audit planning, status visibility, task prioritization, and streamlining workflows for audit teams.

Follow the steps to Assign Audits to Projects

• Navigate to the Audit  Create Projects. The Create Projects screen will be displayed.
• Navigate to the Action menu and select Assign Audits to Project. A new window will be displayed to assign audits.

• Select the desired Audit Project from the dropdown list. If it's not available, click the + icon to create a new project.
• Choose the appropriate Auditee Type, then select the individual or entity to be audited.
• Select the Practice(s) to be audited. Multiple selections are supported.
• Add as many auditees and their corresponding practices as needed.
• To add another auditee to the same project, click the + button.
• Set the Due Date for audit completion.
• Enter the Number of Encounters/DOS per provider in the designated field.
• Select the Auditor and QA Reviewer from their respective dropdowns.
• Click Submit to create the audits within the selected project.

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