📋 Audit Checklist

🎯 Purpose

A quick audit reference to ensure documentation supports coding accuracy and MDM level.


1️⃣ Problems Addressed

  • Each problem clearly documented
  • Severity or status noted
  • Chronic conditions linked to visit
  • Exacerbations described

2️⃣ Data Reviewed

  • Labs/imaging reviewed AND documented
  • Tests ordered linked to problems
  • External notes reviewed
  • Independent historian documented (if used)
  • Independent interpretation documented
  • External discussion documented

3️⃣ Risk

  • Prescription drug management documented
  • Escalation of care noted
  • Surgery decisions documented
  • Risk factors clearly stated
  • Shared decision-making captured

🧠 General Documentation

  • Clear HPI
  • Relevant ROS
  • Exam supports problems
  • Assessment & Plan detailed
  • Medical necessity supported

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