How do I add an encounter/date of service (DOS) to an existing audit?

This article will cover how to add blank encounters/DOS, to an existing project. Only Admin Users and Super Users, can add DOS/encounters to an existing audit or project. 

The steps to accomplish this task differ, depending on the type of Audit Manager account you have. See the steps below on how this can be done.

• Audit Manager Professional
• Audit Manager Consulting

Audit Manager Professional

1. From the Audit Menu (blue menu bar), click 'Audit'.
2. In the secondary (gray) menu bar, click 'Create Projects'.
3. Now click 'Assign Audits to Project' to the right.
4. In the first drop down option, select the project you want to add encounters/DOS to.
5. Next, select the practice.
6. Then, select the provider/s.
7. Now input the number of encounters/DOS you want to add, into the 'Number of Encounters/DOS per Provider' field.
   Note: his will add additional encounters/DOS, on top of what is already listed in the audit.
8. Click 'Submit'.

Audit Manager Consulting

1. From the Audit Menu (blue menu bar), click 'Client'.
2. Select your client from the list.
3. Now select ‘Audit Projects’ in the grey menu bar.
4. On this next page, click 'Assign Audits to Project'.
5. In the first drop down option, select the project to add the DOS to.
6. Next, select the practice.
7. Then, select the provider/s.
   
8. Now input the number of encounters/DOS you want to add, into the 'Number of Encounters/DOS per Provider' field.
   Note: This will add additional encounters/DOS, on top of what you already have listed in the audit.
9. Click 'Submit'.