Re-assign Auditor for Encounter

This article explains how to reassign an auditor within the audit workflow. Reassignment lets you transfer an audit from one auditor to another, whether to balance workloads, request a second review, or reopen a completed audit for further action. Once reassigned, the new auditor assumes responsibility for completing or reviewing the audit as needed.

Choose the appropriate version of Audit Manager+ to view the relevant steps.

• Audit Manager+ Enterprise 
• Audit Manager+ Multi-Account

Audit Manager+ Enterprise 

Follow these steps to re-assign an auditor using the Enterprise version:

• Navigate to Audit Audit Management. By default, the View by Projects screen is displayed.
• Select the View by Audits tab to display audit details.
• Select the checkbox located before the audit(s) you want to reassign.
• Navigate to the Actions menu and click Re-assign Auditor.
• In the pop-up window, select the new auditor from the dropdown list.
• Select a Sub-Status from the dropdown to specify the reason for reassignment.
• Click Submit to reassign the audit.

Audit Manager+ Multi-Account

Follow these steps to Re-Assign Auditor using the Multi-Account version:

• Navigate to Audit Audit Projects. By default, the View by Audits screen is displayed.
• Select the checkbox located before the audit(s) you want to reassign.
• Navigate to the Actions menu and click Re-assign Auditor.
• In the pop-up window, select the new auditor from the dropdown list.
• Select a Sub-Status from the dropdown to specify the reason for reassignment.
• Click Submit to reassign the audit.

© Healthicity, LLC