AuditWell
Audit for Good.

Better Audits. Better Teams. Better Outcomes. AuditWell brings collaboration, coordination, and coaching to audits. AuditWell is a tool to improve operational performance, motivate your team, and drive customer retention and satisfaction.

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Audit
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Audit Any Transaction.

Today, you audit transactions across your enterprise.

Possibly – Claims, Underwriting, Enrollment. There are large and small audit teams. You may audit in home grown tools or spreadsheets. For a few, you may have vertical tools (call audits or premium audits). Across all the transactions being audited, there is no single source of truth, no common representation of endpoints, no audit productivity standards, no tools to enable automation of single steps or processes, no simple way to aggregate different audits into an enterprise picture.

AuditWell does all of that.
Enterprise Audits is what we do.

What Kinds of Transactions
Do You Audit?

Member Enrollment

Endpoint: Ensure members and groups and properly enrolled.


Manual Claims

Endpoint: Ensure claims processors are paying claims correctly.


Broker Emails

Endpoint: Ensure broker/employer communication is accurate.


Member Calls

Endpoint: Ensure calls from members are appropriately resolved.


High Dollar Claims

Endpoint: Ensure high-dollar claims are correct before they are paid.


Benefit Config

Endpoint: Ensure benefits are properly configured or changed.


Underwriting

Endpoint: Ensure underwriting includes the correct risk inputs.


Customer Appeals

Endpoint: Ensure customer appeals are appropriately resolved.


Medicare Coding

Endpoint: Ensure Medicare HCC coding is accurate.


Credentialing

Endpoint: Ensure credentials for partners/ vendors/ providers are correct.


What Kinds of Transactions
Do You Audit?

Member Enrollment

Ensure members and groups are properly enrolled.

Manual Claims

Ensure claims processors are paying claims correctly.

Broker Emails

Ensure broker/employer communication is accurate.

Member Calls

Ensure calls from members are appropriately resolved.

High Dollar Claims

Ensure high-dollar claims are correct before they are paid.

Benefit Config

Ensure benefits are properly configured or changed.

Underwriting

Ensure underwriting includes the correct risk inputs.

Customer Appeals

Ensure customer appeals are appropriately resolved.

Medicare Coding

Ensure Medicare HCC coding is accurate.

Credentialing

Ensure credentials for partners, vendors, and providers are correct.

← swipe to explore →

Why Are You Auditing?

Most of our customers come to us frustrated. 
They don’t like their answers to why they audit:
(1) Mostly we don’t audit;
(2) We audit because we have to;
(3) We audit for compliance. 

There are great reasons to audit.  

All enterprise transaction processes are driven by people — and the performance of those people is often measured by audits. These are people answering calls, responding to emails, setting up new customers, investigating fraud, configuring systems, managing teller operations, answering provider appeals, coding medical records, reviewing appeals, chatting online with prospects, originating loans, and many other processes.

Audits help manage specific satisfaction and service drivers. Configuration, enrollment, inquiry resolution, and timeliness are among the most commonly audited customer satisfaction measures. Transforming customer experiences starts by understanding where customers feel service levels are inadequate.

The world changes. Technology changes. Operations feels those changes — a spike in calls, customer appeals, broker emails, or manual claims. Focused audits are a proven method to investigate and build a fact-based understanding of what’s driving the exception.

Tracking a platform change or migration to a new system requires audits. They provide the verification layer that ensures data integrity, process continuity, and operational accuracy throughout the transition.

Outside regulators and contractual performance guarantees to customers create well-defined obligations to audit. Almost all organizations face regulatory audits, making it essential to tightly manage audit parameters and maintain accurate, defensible records.

Many public and private companies audit as part of corporate governance. Boards and internal governance bodies require enterprise performance measures — a meaningful portion of which are derived from audits.

All major compliance frameworks — SOC, ISO, and others — include operational components that require organizations to evidence operating controls. Audits performed for any of the reasons above also serve as evidence for those compliance requirements.

Datamethod

Partnerships.

Our Clients Appreciate Us.
Ask Them.

We feel the same.
We build long-term, goal-focused partnerships because
we know it means everything. 

Results.

You Have Audit Goals.
We Help You Hit Them.

You wouldn’t be on our website if you weren’t trying to accomplish something. 
Do your current audit tools even work? 
Do the tools you have support your goals?

Trust.

Built for Scale.
Designed for Security.  

We are HiTrust and SOC2 compliant. 
AuditWell supports 200+ plus auditor teams.
Today. 

AuditWell

Audit to motivate your team, mitigate your risks, and transform your enterprise.

Transform.

Less process. More progress.
Most companies audit. Most try not to, or just go through the motions. They don’t find what matters. And they don’t fix it.

AuditWell changes that.
We turn audits into real findings and real fixes. 

“Your broker support audit team figured out which broker emails cause underwriting mistakes. In AuditWell, you coached brokers and reps to standardize exception data gathering. Underwriting improved. Your claims audit team figured out which COB claims require manual lookup. Processers were coached. COB errors dropped by 34%.” 

Stop auditing the wrong way. 
Find what matters. Fix it.
Improve Performance.

01 Audit 02 Findings 03 Remediate 04 Improve
AuditWell
HCC Coding
Enrollment
Prepay Claims
Broker Emails
Provider Audit
Claims Review
Underwriting
Appeals
Broker Audits
Remediation

Enterprise.

All Operational Audits. One Platform.
Claims. Calls. Underwriting. Any transaction.  Standardize how your teams audit. Connect findings across audit types. Bring coaching and remediation into the same workflow. 

“You already have tools for different audits, and probably spreadsheets in between.  All of those transaction audits, their findings and their remediations belong in one place – AuditWell.” 

Scale how you audit.
Improve how your teams perform.

Innovate.

Machine Learning. Audit Intelligence.
Audit used to be the task you only did because you had to.  Machine Learning and AI are supercharging audit capabilities. 

“Structured audit population data, combined with error/finding data , lends itself to ML rule building. Which of these COB claims are most likely to have COB issues?  By aiming at incremental development of rules to support discovery and auditor efficiency, machine learning is making audit programs more intelligent by design.

Similarly, at many audit workflow steps, audits gather auditor notes, responder notes, appeals notes and various workflow related attributes.  Properly gathered, these audit workflow items support AI based assessment:  “For all these COB errors, what are the most common root causes and most common recommended remediations.” 

Stop collecting data. Start learning from it.

DATA INPUTS ML FINDINGS CLAIMS 48,234 records PROVIDER 2,891 records AUTH CODES 12,444 entries PAYMENTS 31,298 records CLINICAL 9,832 records BILLING ANOMALY 3 flags identified MISSING DOCS 7 gaps detected RISK PATTERN upcoding flagged COMPLIANT no issues found MACHINE LEARNING. AUDIT INTELLIGENCE.
01 AUDIT find what matters 02 FINDINGS wins & gaps GREAT JOB $500K saved 03 REMEDIATE fix & improve 04 TRANSFORM organizations AUDIT FOR GOOD

Motivate.

Audit for Good.
Motivate? With an audit tool? 
Yes. 
As you audit, surface wins. 

“You matched the authorization. You coordinated secondary coverage. You processed a $145,987 inpatient claim correctly. Great Job!” 

Or even better: 

“Our remediation team helped reduce unresolved calls by 8%. We prevented over $500,000 in overpayments.”

Audit is meant to be for good. 
Transformation is empowering and motivating. 

Focus.

Building An Audit Tool Is Hard.
Put your energy toward auditing.
Audits shouldn’t feel scattered.
But they often are.
Different tools. Disconnected workflows. 

Our customers audit many of transactions for lots of reasons — with teams of varying sizes.  We see what makes them efficient, productive and successful. Embedded in our Audit Framework are the audit process best practices that underline all of our audit features. Case allocation, appeals, overturns, protocol checklists, scoring checklists, results reporting, operational coaching, remediation affected transactions, and so many other audit workflows. 

Point your energy and focus at one system, one view, one place to manage it all.
AuditWell.

01 CASE ALLOCATION 02 APPEALS 03 REMEDIATION 04 PROTOCOL CHECKLISTS 05 RESULTS REPORTING 06 OPERATIONAL COACHING FULL VISIBILITY. ZERO GUESSWORK.
Audit Review — Q1 2025 Updated 14 min ago
Completion
78%
↑ 6% this week
Items reviewed
3,241
of 4,160
Open flags
14
3 high priority
Compliance
94.2%
target 90%

Claims validation 91%
Provider credentialing 74%
Authorization review 58%
Payment accuracy 83%
Clinical documentation 41%
Missing authorization — 3 claims
Member IDs 4481, 4502, 4519 — auth codes absent
High priority
Mar 22
Upcoding pattern detected
Provider NPI 1234567 — 11 claims flagged for review
High priority
Mar 21
Documentation gap — clinical notes
28 encounters missing required supporting notes
Review needed
Mar 19
Duplicate billing — resolved
7 duplicate claims voided — recovery initiated
Resolved
Mar 18

Control.

Do you have agency to make the changes you need?
I can change what my auditors audit.
I can change how they audit.
I can see how long steps take.

“Control means standardized reporting — with tools to track all of the steps in all of your audits.  Control is enforcing audit protocols.  Control is seeing which lookups are the most time consuming.  Control is embedding specific SOC2 and ISO ready population, sample documentation and change control into every sample change.  Control is seeing and tracking that remediations happen.”

Control is focusing on finding and fixing,
not on figuring out what is happening.


“We built AuditWell because audit teams told us over and over: too many spreadsheets, too many workflow steps, not enough visibility, and not enough findings with business value.”

– Ray Kobs, CEO, Datamethod

−42% +3.1× +58%
Audit Turnaround ↓ improving
Error Visibility ↑ increasing
Remediation Speed ↑ increasing

Audit Turnaround

-42%

Faster close times from intake to final review.

down improving

Error Visibility

+3.1x

More errors surfaced before they reach the member.

up increasing

Remediation Speed

+58%

Faster corrective action after findings are identified.

up increasing

Ready to Modernize Audit Workflows?

See how AuditWell reduces cycle time and streamlines workflows.