Free · Excel · scorecard

Chart audits, scored and weighted.

Score up to ten charts against 24 documentation items weighted by how much each matters to payment, and see which items fail most often.

Most internal chart audits produce a pass rate and little else. The useful question is which items fail most often, because that is where a process fix removes the most risk across every chart, not just the ones sampled.

This scorecard groups 24 items the way an auditor reads a chart, from admission and consent through discharge. Mark each item Y, N, or NA for up to ten charts; weights reflect how much each item matters to payment, and items marked NA do not count against the score.

What is inside

  • 24 documentation items across seven sections
  • Weights from 1 to 3 that you can adjust to your payers
  • Y, N, or NA scoring for up to ten charts with dropdowns
  • Weighted score per chart, an average, and times missed per item
Inside

24 items, seven sections.

Sections follow the order a payer auditor reads a substance use disorder chart.
01

Sections

  • 1Admission and consent
  • 2Assessment
  • 3Treatment plan
  • 4Services and notes
  • 5Authorization and utilization review
  • 6Medical and medication
  • 7Discharge
A page from the SUD chart audit checklist and scorecard
Who it is for

Built for the people who work the denials.

  • Compliance and quality teams running internal audits
  • Clinical supervisors doing peer chart reviews
  • Programs preparing for payer or state surveys

Related on this site: Solutions 2 Recovery case study, Documentation Compliance, Payer Audit Readiness.

Download the Excel file

Catch these before the claim goes out.

Adentris reviews charts and claims against payer rules before submission, so missing documentation, modifiers, and authorizations surface while they can still be fixed.