Audit Manager+ Release Notes 2026 – Healthicity Support

October 12, 2026

Two new in-applications reports

Two new in-application reports are now live in Audit Manager+ for all clients released on October 12, 2026. Both run directly inside AM+, with no export or custom request needed.

Report	Use it to	Find it in
Facility Report	Review inpatient (DRG) and outpatient (revenue code) facility audit results; generated automatically for Facility claim types	Standard tab of Reports & Analytics
Multiple Auditee Report	Report on a whole project or a subset, such as a practice, specialty, department, or division	Standard tab of Reports & Analytics

Facility Report

The Facility Report is generated automatically whenever the claim type in the Audit Guideline is set to Facility. It supports both inpatient audits i.e., DRG and fee for service audits, and outpatient audits of professional and technical components. This report is very similar to the Professional and Dental versions with a few exceptions. Header elements of UB-04’s, such as Bill Type, Discharge/Deposition statues, Occurrence Codes, etc. can be audited and reported.

Who it's for: Auditors, QA reviewers, and compliance leaders auditing inpatient (DRG) or outpatient (revenue code) facility claims.

How it's generated

Set the claim type to Facility in the Audit Guideline. AM+ generates the report automatically; no separate setup is needed.
Open Reports & Analytics and select Facility Report.

What you'll see

Audit outcomes for facility claims, including accuracy and pass/fail results will automatically be produced in the Audit Overview page and printed reports.
Findings on facility-specific data elements that were reviewed will be displayed on the report.

Tips

If the report doesn't appear, check that the Audit Guideline's claim type is set to Facility.
Encounters must have a status of Completed.
Audits must have been Sent To Report before results are available.

Multiple Auditee Report

The Multiple Auditee Report reports on an entire project or a subset of a project. It brings the results for all auditees in that group into one report; leaders can quickly and easily understand audit findings for those auditees.

Common uses

Audits for auditees in the same practice
Audits for auditees in the same specialty
Reporting for a department or division

Who it's for: Audit managers, compliance leaders, and education teams reporting on a practice, specialty, department, or division.

How to run it

Go to Reports & Analytics.
Select Multiple Auditee Report.
Select the project. To report on a subset, narrow it to the auditees you need, such as one practice, specialty, department, or division.
Run the report and preview or print the report(s).

What you'll see

The overall accuracy rate for each selected auditee in a list.
Details of errors and checklists for the auditees selected.
A combined view of findings across the group.

Tips

Use it to identify errors and trends across a group of auditees.
Use it to spot opportunities for group education opportunities or a follow-up audits.
For a deep dive on one auditee, use the Individual Auditee Report.

September 30, 2026

The Audit Overview has been updated to give you a clearer, more complete view of audit results. These changes make it easier to review all encounter data in one place and build your key findings and recommendations.

Audited Results Displayed Below Reported Values

The List section of the Audit Overview now shows the audited result directly below each reported line, so you can compare reported and audited values side by side.

Audited results appear in blue font, matching how errors are shown in reports. If a field was not audited or has no audited value, a hyphen (–) appears as a placeholder. The hyphen means there is no incorrect value for that field.

Hover over an audited value to see the new value and its error reason code. This gives auditors a quick way to refresh their memory of each error while writing Key Findings and Recommendations, without leaving the page or reopening individual encounters.

New Show All / Show Incorrect Toggle

A new button lets you choose which audited values appear in the List section:

Show All displays every audited value in the audited column.
Show Incorrect displays only the audited values that differ from the reported values, so you can focus on discrepancies.

Page Layout Reorganized

Features on the Audit Overview page have been rearranged so each control sits with the section it affects. For example, Edit Columns now appears at the top of the List section, since it controls which data columns display there.

Why These Changes Matter

The List section is designed to show all data for every encounter in one place. With audited results displayed inline, you can review audit outcomes as a whole, spot patterns across encounters, and develop your key findings and recommendations more efficiently.

September 16, 2026

E/M MDM Checklist Enhancements

To reduce clicks and improve efficiency on the E/M MDM checklist:

All questions default to N/A when the checklist first opens.
The No option has been removed.
As a result, the checklist is now marked complete once a selection is made in Problem and Risk. Data still factors into the MDM calculation, but auditors frequently left it blank while Problem and Risk always had selections, so completion is now based on those two.
The checklist's embedded scroll bar has been widened to match the Figma design.

New detailed MDM supporting text:

Auditors often added their own text to explain MDM findings, so the supporting text now includes more detail. Alongside the existing short summary format (Overall = <value>, Problem = <value>, Data = <value>, Risk = <value>), the detailed supporting text generates a single comment with four rows once the checklist is completed:

Overall MDM = the computed MDM value
Problem = the bolded AMA problem title
Data = any data box entries, plus any Yes responses are detailed e.g. "Data = 2 test(s) ordered, 1 note(s) reviewed, test(s) reviewed, independent historian, interpretation tests done elsewhere, discussion of management or interpretation"
Risk = the risk level title

This text populates once any two levels are selected and updates automatically as selections change.

Only one MDM-related checklist — the secondary checklist drives the Overall Value. If a user selects a different MDM level in the secondary checklist, that selection overrides the system-calculated value, and auditors will need to update the supporting text on the Error tab.

Audit Guidelines: Metric Type Rules

In the Guidelines page, each Data Element row has a Metric Type dropdown. Available options are filtered based on the guideline's Type of Claim — metrics that don't apply to the selected claim type appear disabled and can't be selected.

"All Header" and "All Line" metrics stay selectable regardless of claim type, for the matching element type.

Claim Order Mismatch Between Audit Overview and Audit Results Reports

The Audit Overview page, where all patient/DOS entries for an audit are displayed, showed claims in a different order than the Audit Results reports, making it difficult to QA the reports. Fixed so the Audit Overview page now follows the same claim ordering as the Audit Results reports.

Additional fixes included improving performance on the Create Projects, Audit Overview, and Custom Reports pages.

June 26, 2026

Report Preview — Audit Overview Page
The Report Preview section on the Audit Overview page gives you a consolidated view of audit results for completed DOS audits — without opening the Audit Worksheet. Since these same sections appear in the final report, use the Report Preview to QA your audit results before generating the final report. New sections include:

- Audit Compliance — Compliance results by deduction category and error type, including reviewed counts and compliance percentages. Use this tab when reporting on audit findings that are tracked but not scored.

- Competency Scoring — Competency trends across completed audits, ranked by number of occurrences.

- Checklist Compliance — Checklist response summaries and compliance percentages by checklist element. Use this tab when reporting on checklist findings that are tracked but not scored.

New: Professional Audit Report
A new report is now available for professional audits. Use the **Report** button on the Audit Overview page to generate and print the report. This is currently the only place to print the professional audit report.

This report is generated directly from Audit Manager and does not use Tableau, eliminating the print quality issues associated with Tableau-based reports. Note that this is a new report and is not the same as the professional audit report currently available through the **Reporting & Analytics** menu.

The sections included in the report are configured in the **Audit Guidelines**. If you need sections added or removed and do not have access to the Audit Guidelines, contact the appropriate staff in your organization to make those adjustments.

Note: Individual reports for inpatient/outpatient facility, dental and multiple auditee reports wll be coming in early August.

April 04, 2026

Audit Overview Enhancements

Report Preview

The Audit Overview page now has several enhancements designed to streamline the audit process by providing visibility into the final report. The information display can be customized by project based on the data that will be included in the report.

Settings In Audit Guidelines

A new AM+ Report Settings section allows clients to choose which summary tabs appear in the report preview for each specific project. Selections are saved with the guideline and reflected immediately in the preview box.

Report Preview Toggle

A new enhancement allows users to hide or show the report preview box on the Audit Overview page when the auditor is beginning the audit and wants to focus on the encounter data. The user’s preference is saved and persists across sessions.

Key Findings and Recommendations

Users can create Key Findings and Recommendations directly within the Report Preview box. A new plus icon opens an editor that lets users select, reorder, edit, or remove items, and add custom comments. All changes are saved in the preview tab, providing auditors with a convenient way to review and refine report components.

Checklist Accuracy Details

A new Checklist Accuracy Details tab provides a summary of the audit's checklist results. It displays the number of responses, possible points, deductions, and accuracy rates for each Audit Element included in the checklists.

Data Elements Results

This tab provides a consolidated summary of both metric and checklist results for each data element in the audit. When an audit includes multiple scoring types, it also displays the overall accuracy rate. The information updates automatically and includes totals for possible points, deductions, and accuracy percentages for each data element.

February 07, 2026

Audit Overview

The DOS Work Queue has been replaced with a redesigned page that gives auditors a clear, consolidated view of each audit. In Audit Manager+, an audit refers to a group of dates of service or encounters associated with the same provider. This new page brings together settings, reported encounter data, audit scores, key findings, and recommendations, so everything can be reviewed and managed in one place.

The page is organized into two main sections to support auditors throughout the workflow: the Data and Action Grid and the Results section. The Data and Action Grid lists all dates of service in the audit, provides access to each encounter for detailed review, and presents a consolidated view of all reported data across dates of service. This helps auditors understand the data being evaluated, find previously audited claims, and identify additional claims to include. The Results section provides a running summary of audit findings, allowing auditors to review and validate the information that will appear in the final report.

Below is a summary of the features on this page.

Audit Overview Progress Indicator

The Audit Overview header now displays progress counts (# Completed / # Total), and the QA Audit Overview header shows (# QA Complete / # Total). This provides quick, at‑a‑glance visibility into audit and QA status.

Edit Column Slide-Out Panel

A new Edit Column slide‑out panel is available on the Audit Overview page, allowing users to configure the grid to match their workflow. All data elements marked as Review in the project’s Audit Guideline are included. Users can select or deselect fields in bulk, reset to the default view, and reorder columns using drag‑and‑drop. Changes are applied when Apply is selected, and preferences persist until the user changes the settings, which may be needed if the data needs change between projects.

Close Button with Dropdown Options

The previously found close functions across multiple buttons have been consolidated into a single button with a picklist. The dropdown includes Close Send to QA, Close Send to Report, and Close Pending Report, preserving all existing close workflows while simplifying navigation.

Accessing the Audit Worksheet

Auditors can access the Audit Worksheet directly from the Data/Action Grid by clicking on the status field, in blue font, which is a hyperlink, to the Audit Worksheet.