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Chart Audit Sprint

Tier 1 · Entry engagement

Two weeks. Fifteen findings. One written triage report.

The fastest way to know where your next survey will find you. A representative-sample chart audit, a written triage report with the top fifteen risks ranked by citation likelihood and revenue exposure, and a handoff call to walk through the fix sequence. Diagnostic, not treatment.

Duration2 weeks
Delivered byIrene, direct
Sample size30–50 charts
InvestmentFrom $3,800

15

ranked findings sorted by likelihood of citation and dollars at risk, the list your DON can act on Monday.

2 wks

from kick-off to written report. No open-ended discovery, no hourly billing surprise.

~40%

of Sprint clients identify a single fix that alone protects more revenue than the engagement cost.

What’s included

Everything a Sprint delivers.

Four deliverables. No extras to upsell. No templates installed, because that’s the Readiness Program’s job.

Chart audit across a representative sample

Irene audits 30–50 charts across your diagnosis mix, payer mix, and length-of-stay distribution. We surface the actual pattern, not the theoretical one.

Written triage report with top 15 risks

Each finding ranked by likelihood of citation and dollars at risk. Short enough for your CEO to read, specific enough for your DON to action.

60-minute handoff call

Walkthrough of the report with Irene and your clinical leadership. We answer questions, sort findings into do-now vs plan-around, and agree on the next step, whether that’s with us or not.

Sprint credit toward the Readiness Program

If you move into the Survey Readiness Program within 90 days, your Sprint investment applies as a credit. You are not obligated to move forward; we offer the credit so the Sprint never feels like sunk cost if you want to go further.

How it runs

Two weeks, four beats.

Predictable cadence. You know what’s happening each day and who owns what.

Day 1 – 2

Kick-off and chart pull

30-minute kick-off call to confirm scope, payer mix, and diagnosis distribution. Your team pulls the chart sample (or we coordinate with EHR). No clinical interviews, no staff disruption.

  • Kick-off call
  • Sample design
  • Chart pull

Day 3 – 8

Chart-by-chart audit

Irene audits each chart against the D.O.C.U.M.E.N.T framework’s eight dimensions. Findings are logged with severity, dollars-at-risk, and the specific evidence path.

  • Full audit
  • Evidence capture
  • Severity ranking

Day 9 – 12

Report drafting

Top 15 findings written up in the standard triage format. Each finding includes: the pattern, example evidence (redacted), recommended fix, and whether it’s Sprint-scope or needs the Readiness Program.

  • Written report
  • Redacted evidence
  • Fix sequence

Day 13 – 14

Handoff call

60-minute call with your clinical leadership. Walk through each finding, sort into do-now / plan-around / defer, and agree on the next step. You leave with a ranked action list and a decision, not a follow-up schedule.

  • 60-min walkthrough
  • Action list agreed
  • Next-step decision

Sample deliverable

What the triage report actually looks like.

Redacted excerpt from a recent Sprint. Format, structure, and ranking exactly as you’d receive it.

Chart Audit Sprint · Triage Report

Page 1 of 12 · Redacted

01

CTI narrative lacks disease-specific decline documentation

Observed in 22/45 charts. Pattern: terminal prognosis asserted without trend-line evidence.

High · Citation

02

IDT meeting records missing mandated elements

18/45 charts missing either care plan updates or RN coordinator sign-off.

High · Citation

03

QAPI program design lacks measurable outcomes

Current QAPI tracks activities, not outcomes. Would not satisfy a thorough survey review.

High · Revenue

04

Bereavement documentation gaps

14/45 charts missing the initial family needs assessment within 5-day window.

Medium · Citation

05

Volunteer participation records incomplete

11/45 charts; documentation exists but does not meet the “meaningful involvement” threshold reviewers expect.

Medium · Citation

Findings 6 – 15 continue for nine additional pages. Each finding includes redacted evidence, recommended fix, and Sprint vs Readiness scope tag.

What Sprint clients say

Two weeks in and we had a ranked list that would have taken our internal QA team six months to produce, if we’d had one. Finding number three alone paid for the engagement three times over.

Rita Patel · CFO · Valley Care Hospice

Questions

What teams ask before booking a Sprint.

Is a 30–50 chart sample really enough?

Yes, because the point is pattern, not census. Stratified across your diagnosis mix and payer mix, 30–50 charts reliably surface the documentation patterns a surveyor would see. Larger samples take longer and rarely change the top-fifteen list.

What if we already know our problems? Is a Sprint still useful?

Often yes, because what teams think they know and what the chart actually shows diverge more than anyone expects. The Sprint either confirms your instinct (and you skip to the Readiness Program faster) or corrects it (and you avoid spending on the wrong fix).

Can the Sprint fix the findings it uncovers?

No, by design. The Sprint is diagnostic. Installing templates, rewriting CTIs, redesigning QAPI, training staff: that’s the Survey Readiness Program. Keeping the two separate means you can start small, see the work, and then decide.

What EHR systems do you work in?

Everything common. HCHB, MatrixCare, Hospicelink, Forcura-integrated environments. If you’re on something unusual, flag it on the scoping call; we’ve yet to hit one we couldn’t audit in.

How much of my team’s time does the Sprint cost?

One 30-minute kick-off call, the chart pull (which your EHR admin does in under an hour for most systems), and the 60-minute handoff call. Total team time: about three hours across two weeks.

Ready to start?

Book a scoping call. Know what’s on your desk in two weeks.

Fifteen minutes, no pre-call form, no obligation. We confirm fit, scope the sample, and either put a Sprint on the calendar or tell you honestly that something else serves you better.