Answer the audit before the deadline does.

A step-by-step records request checklist, a quality check before anything is sent, a cover letter template, and an Excel tracker that keeps every deadline in view.

A records request starts a clock, and most of the damage in an audit happens before anyone reads a chart: a missed deadline, records from the wrong dates, a note added after the request arrived. Each of those turns a defensible claim into a finding.

This kit turns the response into a routine. The checklist covers the day the request arrives, assembling the records for each claim, a quality check before sending, and what to do after. The Excel tracker calculates the due date and days left for every open request and flags the ones that are close.

What is inside

• Checklist for the day the request arrives: logging, scope, owner, extensions
• Records to assemble for each claim, from orders to discharge
• Quality check before sending, including 42 CFR Part 2 considerations for SUD records
• Cover letter template with a claim index
• Excel deadline tracker with due dates, days left, alerts, and a summary