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Auditing Services and Chart Reviews
Coding and documentation audits for practices and organizations of any size and specialty, with findings your providers and staff can act on.
An audit shows where documentation, coding and billing don’t line up before a payer finds it. CCO auditors review office visits, procedures, diagnostics, surgery, diagnoses and ancillary services, then walk you through the results and offer education so the same issues don’t come back.
Looking for training instead? See Provider Education for physicians and other providers, or Custom Education for coding, billing and office staff.
Specialty expertise across your practice
Our auditors have experience spanning decades in cardiology, orthopedics, oncology and many other specialties. We take particular pride in thorough evaluation of evaluation and management (E/M) services, and we collaborate closely as a team on every engagement.
“I’m proud to be part of a team that goes above and beyond for our clients when it comes to specialized auditing and clinical chart review.”
Alicia Scott, CPC, CPC-I, CRC, CCO Senior Instructor and Provider Educator
Specialties we audit
- Adult and pediatric coding and auditing
- Orthopedics, rheumatology and physical therapy
- Dermatology and plastic surgery
- Cardiology, vascular and pulmonology
- Urology, oncology and OB/GYN
- Ophthalmology, ENT and neurology
- General pediatrics and pediatric subspecialties
- Internal medicine, family practice and urgent care
- Emergency medicine, hospitalist, interventional and critical care
Don’t see your specialty? Tell us about it on the request form.
Popular types of audits
These are the audits clients request most. We also review many other services and settings, so reach out if you don’t see what you need.
- Evaluation and management (E/M)
- Surgical and procedural
- HCC and risk adjustment
- FQHC and RHC services
- Ambulatory surgery center (ASC)
- Emergency department and critical care
- Behavioral health services
- Revenue cycle management
Why audits and chart reviews matter
Find risk early
Audits identify coding errors and risk areas before they lead to payer audits or investigations, so you can correct them on your own timeline.
Accurate reimbursement
Reviews show where coding, documentation and billing practices drift from payer rules, helping you reduce denials, rework and missed revenue.
Part of an effective program
The HHS Office of Inspector General’s General Compliance Program Guidance (2023) lists auditing and monitoring as a core element and recommends that small entities conduct at least an annual audit.
Better processes
Findings point to the documentation habits, templates and billing steps that need attention, so improvements target the real cause.
Training that sticks
Audit results give providers and staff concrete, specialty-specific examples to learn from, which makes education far more effective.
15 often overlooked challenges
See the auditing challenges healthcare administrators miss most often. Get the 15 challenges guide.
The CCO 6-step audit review process
Discovery call
A short, informal call (typically about 30 minutes) to understand your organization, your coding and documentation practices, any areas of concern and the outcomes you want.
Scope and agreement
We send a written scope of work with responsibilities for your team and CCO, an agreement with pricing options, and a Business Associate Agreement (BAA). A mutual NDA is available if you need one.
Project call
Your assigned auditor meets with the people closest to day-to-day operations to confirm the schedule, sample and specifications.
Auditing begins
Records are reviewed through a secure, HIPAA-compliant exchange or direct access to your EHR. Timing depends on scope; for example, a 10-provider documentation audit typically takes about 30 business days.
Post-audit review
We walk through the findings with your compliance, revenue cycle and provider leadership, uncover root causes and recommend corrective actions.
Ongoing training
Optional group or one-on-one feedback sessions for providers and staff turn the findings into lasting improvement.
Turn findings into improvement
Without feedback, an audit is just a formality. After the review, CCO can teach your team what the findings mean and how to fix them:
- Provider Education for physicians, NPs and PAs, built on your audit findings
- Custom Education for your coders, billers and office staff
Sessions are available live via Google Meet (or your meeting service), recorded on demand, with CEUs available at an additional charge.
“A post-audit debriefing provides the perfect forum to transform an audit into an opportunity. By taking a deep dive into the findings with an organization, we can have candid discussions to uncover the root causes and systemic gaps. This paves the way for targeted solutions to improve policies, training, and operations. Our goal is to partner with teams to leverage the audit insights to build a stronger, more audit-ready organization.”
Alicia Scott, CPC, CPC-I, CRC, CCO Senior Instructor and Provider Educator
Common questions
How often should audits and chart reviews be done?
Most organizations audit at least once a year. The HHS Office of Inspector General’s General Compliance Program Guidance recommends that small entities conduct at least an annual audit, with additional audits when new risks appear. Some payers and programs have their own requirements, so check your contracts.
Are annual coding audits required?
The OIG’s compliance program guidance is voluntary, but it treats auditing and monitoring as a core element of an effective compliance program. Payer contracts, corporate integrity agreements or state programs may set specific requirements for your organization.
How long is the discovery call?
We respect your time and keep the discovery call to about 30 minutes or less.
How do you access patient records?
Only after the scope is agreed and a BAA is signed. Records are reviewed through a secure, HIPAA-compliant exchange or direct EHR access. Please don’t send patient information through the request form or email.
Do you work with Accountable Care Organizations (ACOs)?
Yes. We work with ACOs of all sizes and offer auditing and chart review services to meet your needs.
Do you work with Federally Qualified Health Centers (FQHCs)?
Yes. We work with FQHCs and RHCs and can scope projects to fit your budget.
Do you work with private physician and specialty offices?
Yes. We work with private physician and specialty offices with a single provider or just a few, and scope each audit to fit the practice.
How much does an audit cost?
Pricing depends on the audit type, sample size and number of providers. You’ll receive a written scope of work and pricing options after the discovery call, with no obligation.
Get an audit you can act on
Tell us about your practice and what you’d like reviewed. We’ll follow up to schedule your discovery call and prepare a tailored quote.
Open the request form
Can’t see the form? Open the audit request form in a new tab.
Already know what you need? Book your discovery call now
Prefer to ask a question first? Chat with CCO Support.