Data Requests

Data Requests in Audit Manager+ streamline the secure collection of audit-related documentation, such as medical records and coding details. The Data Request page, located under Audit, displays all submissions from auditees and auditors, along with the number of raised requests. Admins are responsible for reviewing these requests, providing the necessary documents or notes, and ensuring audits are completed accurately and on time.

Follow these steps to take action on a raised Data Request:

• Navigate to the Audit Data Requests. The Data Requests page will appear.
• This page displays all raised requests, including key details such as project name, auditee information, patient ID, patient name, date of service (DOS), auditor, date of request, follow-up date and person, status, and a link to view the request.
• Under the Actions menu, you can perform the following functions:
  • Show/Hide: Toggle the visibility of selected request items.
  • Apply Status/Notes: Enables you to update the follow-up status of a data request to reflect its current stage in the audit process. To apply status/notes, refer to Apply Status/Notes and follow the instructions. 
  • Append File(s): Provides the ability to attach supporting documents such as medical records, coding reports, or correspondence to one or more selected data requests. To append a file, refer to Append File(s) and follow the instructions. 
  • View Append File(s): Lets you access and review any files that have already been attached to data requests. To view the append file, refer to View Append File(s) and follow the instructions. 
  • Run Report: Allows you to generate detailed reports based on the selected data requests.
• Perform the desired action and save the details.
• To view a request, scroll to the right side of the page and click the corresponding View link. This will show the details of the request.
• You can add comments or notes to a specific section and click Save if needed. You can also edit the request raised by auditees or auditors.
• Reset restores the table to its default view or format, clearing any filters, sorting, or customizations applied.

Apply Status/Notes

The Apply Status/Notes feature lets users update the status of data requests and add comments to track progress, improve communication, and ensure timely completion of audits. The available status types include:

• Initiate Follow-Up: Used when beginning the follow-up process on a submitted data request.
• Subsequent Follow-Up: Indicates that an additional follow-up is being made after the initial one, typically when the required information is still pending.
• Final Follow-Up: Marks the last follow-up attempt, usually before closing the request or escalating it.
• Change to In Progress Follow-Up: Updates the request status to indicate that action is underway to address or resolve the request.

Follow these steps to apply Status/Notes:

• Select the desired data request, go to the Actions menu, and choose Apply Status/Notes. A pop-up window will appear to update the status and add comments.
• Select the desired Status from the dropdown.
• Choose the appropriate Sub-Status.
• Enter relevant notes in the provided text field.
• Click Save to submit the changes.