A World-Class Transaction Audit Platform.
“The mechanic that would perfect his work,
must first sharpen his tools.”
– Confucius.
Struggle less. Audit more and better.
Features
AuditWell went live 25 years ago as a basic claim audit tool.
The more we listened to our customers, the more we built audit tools to support them.
Our features tell the story.
And, we are still building.
Appeal Management
Create and manage flexible audit appeal workflow steps. Manage appeals, overrides, and dispute workflows within the platform.
Appeal Management
Manage appeals, overrides, and dispute workflows entirely within the platform. Track outcomes and maintain full visibility across every step — from submission through final decision.
- Track appeals, overrides, and disputes from submission through final decision
- Configurable workflow steps with role-based routing to assignee, supervisor, or department
- Full audit trail — every action, note, and status change is logged and timestamped
“When a provider disputes a coding finding, the appeal is submitted directly in AuditWell. The team routes it, responds, and issues a final decision — all without leaving the platform.”
Auto Allocation
Automatically assign audits and workload based on rules, capacity, or roles. Balance work across teams efficiently.
Auto Allocation
Automatically assign audits and workload based on rules, capacity, or roles. Balance work across teams efficiently — with a full allocation history on every audit record.
Watch how audit work is distributed automatically
| First Name | Last Name | Account Type | Audit T. | |
|---|---|---|---|---|
| Sample ID | Enrollment Status | Account Type | Audit Type |
|---|
- Rules-based routing assigns audits by capacity, role, specialty, or region
- Real-time capacity awareness prevents any one auditor from being overloaded
- Full allocation history tracked — every assignment logged to the audit record
“82 audits distributed across 6 auditors in under 10 seconds — balanced by capacity, with every assignment logged and traceable from day one.”
Automated Sampling
Automatically generate audit samples based on defined rules, populations, and criteria. Ensure consistent and compliant selection every time.
Automated Sampling
Automatically generate audit samples based on defined rules, populations, and criteria — with automatic randomization applied at the point of data ingestion. Reduce manual effort while ensuring consistent, compliant, and defensible sample selection every time.
Watch how samples are generated automatically
| SampleID | Sample Name | Total Enrollment Count |
|---|---|---|
📋 No samples yet — automation will populate this list | ||
- Population data is automatically randomized at ingestion — eliminating selection bias before sampling begins
- Complete selection history — seed value, method, and population logged for every sample
- Regulatory-grade defensibility built in from the moment samples are generated
“Manual sample selection introduces variability that can undermine audit integrity. Automated sampling ensures every selection follows the same documented methodology — audit after audit.”
Checklists
Build structured, scored checklists that guide auditors through every review — with flexible answer types and real-time completion tracking.
Checklists
AuditWell Checklists give audit teams a consistent, configurable framework for every review. Support multiple answer types — Yes/No, Pass/Fail, text, dropdown, date, and amount — so each checklist is purpose-built for the work at hand. Completion tracking keeps every audit moving without the back-and-forth.
| Question | Answer | NA |
|---|---|---|
|
Yes / No
Was the Patient Name accurate?
|
|
|
|
Pass / Fail
Was the claim processed within the required timeframe?
|
Pass
Fail
|
|
|
Text
Provide comments on any discrepancies found.
|
||
|
Dropdown
Select the error category if applicable.
|
|
|
|
Date
What was the effective date of coverage?
|
||
|
Amount
Enter the total claim amount reviewed.
|
- Configure checklists with six answer types — Yes/No, Pass/Fail, dropdown, date, text, and amount fields
- Track completion in real time so auditors see exactly how many questions remain at a glance
- Apply bulk actions to mark all items N/A, Pass, or Fail in a single click
“Teams using structured checklists complete reviews faster and with fewer scoring inconsistencies — because every auditor is working from the same framework, every time.”
Configurable Inventory Grids
Customize how audit data is displayed, filtered, and managed — drag column headers to group records instantly and tailor every view to match your team’s workflow.
Configurable Inventory Grids
AuditWell’s Configurable Inventory Grids give every audit team the flexibility to surface what matters most. Drag column headers to group records by auditor, sample, or status, apply inline filters, and manage cases and errors without leaving the grid. Views adapt to how your team works — not the other way around.
Watch how dragging a column header instantly regroups audit records
| DM Enrollment Nu… | SampleID | Sample Name | Allocated To |
|---|---|---|---|
| ⊻ | ⊻ | ⊻ |
- Drag any column header to the grouping zone to instantly reorganize records by auditor, sample, status, or any other field
- Apply inline column filters to isolate specific cases, errors, or enrollment items in real time
- Manage records directly from the grid — no separate screens or extra navigation required
“When audit teams can configure their own views, they spend less time navigating and more time reviewing — which means faster turnaround and fewer items falling through the cracks.”
Customized Fields
Add and manage custom fields across audit workflows — capture exactly the data your program tracks without being locked into a fixed data model.
Customized Fields
AuditWell’s Customized Fields let compliance teams extend audit workflows with purpose-built data capture. Add text, date, dropdown, or Yes/No fields to any sample record, assign them to specific audit types, and drag to reorder them anytime. Every field flows through to reporting — keeping findings organized around what your program actually measures.
- Create custom fields with multiple data types — text, date, dropdown, and Yes/No toggle
- Assign fields to specific audit types (Claim, Inquiry, Enrollment, Benefits) so each workflow captures only what’s relevant
- Drag to reorder fields and edit them at any time without disrupting existing records
“When your audit platform captures the exact data points your program tracks, reporting becomes faster and findings tell a cleaner story — no manual workarounds required.”
Coaching
Coming SoonCreate and manage coaching events tied to audit results — reinforce performance standards and track improvement over time.
Coaching
AuditWell’s Coaching module brings performance management directly into your audit workflow. Create coaching events linked to specific audit findings, assign them to team members, and track acknowledgment and progress — all without leaving the platform.
- Link coaching events directly to audit findings so feedback is grounded in documented results
- Track coaching history and improvement trends for each team member over time
- Standardize coaching workflows across your audit program for consistent performance management
“When coaching is connected to audit data, managers can have more specific, evidence-based conversations — and teams can see exactly where improvement is happening.”
External Auditor API
Enable external auditors, bots, and stakeholders to contribute directly to audits via secure API submission — no manual data sharing required.
External Auditor API
AuditWell’s External Auditor API provides a secure, structured channel for outside contributors to submit findings, review documentation, and participate in the audit process. Whether connecting automated bots, regulatory stakeholders, or third-party auditors, every submission is logged, traceable, and integrated directly into your workflow.
Watch external sources submit data to AuditWell in real time
- Accept structured data submissions from external auditors, bots, and stakeholders via authenticated API calls
- Every external submission is logged with a timestamp, source, and status — maintaining a complete audit trail
- Eliminate manual data handoffs — external contributors work directly within your audit infrastructure
“Organizations using the External Auditor API eliminate the back-and-forth of email attachments and manual imports — external findings land directly in the audit record, ready for review.”
Findings Response
Allow operational teams to respond directly to audit findings within the platform — capturing context, actions, and outcomes without leaving the workflow.
Findings Response
AuditWell’s Findings Response module gives operations teams a structured way to participate in the audit process. Respond to individual findings, select an appeal reason, provide written context, and submit — all from within the platform. Every response is logged against the finding and the audit team is notified automatically.
Watch an operations team member submit a findings response
the audit team has been notified.
- Respond to findings with a structured form — agree, dispute, or provide context with documented reasoning
- Select from configurable appeal reason categories to ensure consistent, reportable response data
- Every submission is timestamped, logged against the error record, and immediately visible to the audit team
“When operations teams can respond directly inside the audit platform, findings get resolved faster — and the back-and-forth over email disappears.”
Flags
Mark and track issues, risks, or exceptions within audits — keeping important items visible, assigned, and actionable throughout the review process.
Flags
AuditWell's Flags module gives audit teams a structured way to surface and track issues that need attention. Create flags with configurable types, set priority and due dates, assign to the right person or department, and capture the full conversation between auditors and operations — all tied directly to the error record.
- Create flags with configurable types — questions to operations, escalations, exceptions, and more
- Set priority levels and due dates so flagged items stay on track and don't get lost
- Capture the full back-and-forth between auditors and operations within the flag record — no external email threads
“Flags give auditors a formal way to ask questions and document answers without leaving the audit workflow — so context stays attached to the record, not buried in someone’s inbox.”
History
Maintain a complete, timestamped record of every action, change, and decision — supporting transparency, accountability, and compliance across every review.
History
AuditWell's History module captures every event in the lifecycle of an audit finding — flags raised, responses submitted, assignments changed, appeals filed. Each entry is timestamped, attributed to a user, and exportable, giving audit leaders a complete record they can rely on when it matters most.
- Every action is automatically logged with a timestamp and user attribution — no manual record-keeping required
- Review history scoped by error, claim, assignment, flag, or appeal — filtered exactly to what you need
- Export the complete activity log to Excel for regulatory review, internal reporting, or audit documentation
“When every action is on record, audit teams can answer questions from regulators and leadership with confidence — not approximations. History makes accountability effortless.”
Population Loading
Import and manage large audit population datasets with ease — AuditWell validates and maps fields automatically, with no manual setup required.
Population Loading
AuditWell's Population Loading capability handles the heavy lifting of large dataset imports. Upload CSV or Excel files and AuditWell automatically validates and maps fields — merging multiple sources into a single, ready-to-sample population. Whether you're loading 10,000 records or 190,000, the process is the same.
fields automatically
| Member ID | Sample Name | Population | Status |
|---|---|---|---|
| 7201 | Q1 Medical Claims Accuracy | 48,320 | Open |
| 7198 | Pharmacy Benefits — Feb 2025 | 29,870 | Open |
| 7195 | Claims Batch 07 Review | 112,540 | Open |
- Import CSV and Excel files of any size — AuditWell validates and maps fields automatically with zero manual configuration
- Merge multiple datasets into a single unified population ready for sampling in one pass
- Review import results instantly — record counts, source files, and validation status all visible before sampling begins
“A single population load in AuditWell can process hundreds of thousands of records across multiple file types — in the time it would take to manually format a single spreadsheet.”
Remediation
Link audit findings to corrective actions and track them through to resolution — ensuring issues are addressed, not just identified.
Remediation
AuditWell's Remediation module closes the loop between audit findings and operational action. When a finding is flagged for correction, teams are guided through a structured response — documenting root cause, corrective action taken, and resolution date. Every step is logged and traceable.
- Guide responders through structured corrective action questions — from root cause identification to resolution confirmation
- Track whether impacted claims have been corrected, systems updated, and tickets resolved — all within the platform
- Log resolution dates and ticket references against every finding, creating a documented trail from error to correction
“Finding an error is only half the job. Remediation ensures every issue has a documented path to resolution — and audit leaders can see exactly where each corrective action stands.”
Reminders
Generate and track audit reminders for follow-ups, deadlines, and key milestones — keeping teams aligned and work moving forward without manual chasing.
Reminders
AuditWell's Reminders feature ensures nothing falls through the cracks. Generate reminders tied to specific audit events — appeal deadlines, open flags, follow-ups, and scheduled reviews — so teams stay on track across every active audit without relying on external calendars or email chains.
| Reminder Due Date | Reminder Reason |
|---|---|
| 📅 | ⊽ |
| 04/07/2026 | Appeal decision deadline — Error 20491 |
| 04/10/2026 | Question to Operations — awaiting response |
| 04/30/2026 | Q1 audit final review due |
| 05/15/2026 | Follow up on fee schedule correction |
| 06/01/2026 | Q2 sample population review kickoff |
| 06/15/2026 | Enrollment accuracy audit — mid-year check |
- Generate reminders tied directly to audit events — appeals, flags, deadlines, and follow-ups — all in one place
- Filter and sort reminders by due date or reason to prioritize what needs attention first
- Export the full reminders list to Excel for team reporting or supervisor review
“Missed deadlines in audit workflows don’t just slow things down — they create compliance risk. Reminders keep every commitment visible and every deadline accounted for.”
Root Cause
Capture and analyze root cause data for audit findings — identify recurring patterns and drive more targeted, effective remediation.
Root Cause
AuditWell's Root Cause module gives auditors a structured way to document the underlying reason behind each finding. Select from configurable root cause categories, add a detailed description, and submit — creating a permanent, searchable record that surfaces patterns across audits and supports continuous improvement.
- Assign configurable root cause categories to each finding — system errors, data entry, missing documentation, process deviation, and more
- Document detailed root cause descriptions that create a permanent record tied directly to the error
- Analyze root cause patterns across audits to identify systemic issues and prioritize remediation efforts
“Finding errors is only half the work. Understanding why they happen — and whether the same root cause keeps recurring — is what turns an audit program into a continuous improvement engine.”
RPA API
Automatically gather additional data and evidence to support audit work — RPA bots retrieve screenshots, data lookups, and external records directly into the audit record.
RPA API
AuditWell's RPA API connects robotic process automation directly to your audit workflow. Configure bots to retrieve image evidence, data lookups, and other external sources — and AuditWell automatically validates and maps the results into the relevant audit records. Auditors get richer evidence without the manual collection work.
fields automatically
| Claim ID | Sample Name | RPA Type | Evidence | Status |
|---|---|---|---|---|
| 8812043901 | Q1 Medical Claims Review | Image | EOB_screenshot_03242025.png | Mapped |
| 8812043788 | Pharmacy Benefits — Feb 2025 | Data | Fee schedule lookup · Jan 2025 | Mapped |
| 8812043612 | Claims Batch 07 Review | External | Member eligibility · CMS portal | Mapped |
- Connect RPA bots to retrieve image evidence, data lookups, and external records automatically
- Gathered data and screenshots are validated and mapped directly into the relevant audit record
- Reduce manual evidence collection — auditors focus on review, not retrieval
“When RPA handles the evidence gathering, auditors spend their time on judgment — not data collection. The work gets done faster and the audit record is more complete.”
SOC Controls
Generate complete SOC control documentation for every audit sample — providing the structured evidence required for ISO and SOC 2 compliance reviews.
SOC Controls
AuditWell's SOC Controls feature automatically produces Sample Control Documents for every configured audit. Each document captures the full control record — sampling methodology, stratification, population filter rules, and complete change history — giving compliance teams audit-ready documentation without manual preparation.
- Generate structured Sample Control Documents capturing methodology, strata, filter logic, and change history in one complete record
- Every change request, approval, and production release is logged with timestamp and user — creating a full chain of custody
- Export SOC-ready documentation directly from AuditWell — no manual formatting or document assembly required
“When auditors face ISO or SOC reviews, the question is always the same: can you prove your sampling methodology was consistent and controlled? AuditWell answers that question before it gets asked.”
Time Management
Track audit time, productivity, and effort across users and workflows — giving audit leaders the visibility to spot bottlenecks and improve efficiency.
Time Management
AuditWell's Time Management feature gives audit teams a structured way to log hours against specific audit activities and exception categories. Entries are tied to dates, activities, and descriptions — building a running record of effort that managers can analyze across users, workflows, and time periods to identify bottlenecks and measure productivity.
| Su | Mo | Tu | We | Th | Fr | Sa |
|---|---|---|---|---|---|---|
| 22 | 23 | 24 | 25 | 26 | 27 | 28 |
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
| 8 | 9 | 10 | 11 | 12 | 13 | 14 |
| 15 | 16 | 17 | 18 | 19 | 20 | 21 |
| 22 | 23 | 24 | 25 | 26 | 27 | 28 |
| 29 | 30 | 31 | 1 | 2 | 3 | 4 |
| Day | Activity | Description | Hours | Edit | Delete |
|---|---|---|---|---|---|
| 📅 ⊽ | ⊽ | ⊽ | ⊽ | ||
| Mon, Mar 24 2026 | Audit Hours – Claims Review | Q1 medical claims sample review | 3.50 | ||
| Tue, Mar 25 2026 | Audit Hours – Enrollment | Enrollment accuracy audit batch 2 | 4.00 | ||
| Wed, Mar 26 2026 | Exception Hours – Training | New auditor onboarding session | 2.00 | ||
| Count: 9.50 | |||||
- Log hours against specific audit activities — claims review, enrollment accuracy, pharmacy benefits, focused reviews, and more
- Capture exception hours separately — training, administrative work, and PTO — for complete productivity visibility
- Filter and review time logs by date, activity, or description to analyze effort across auditors and workflows
“When audit time is tracked inside the platform, managers stop guessing where capacity is going — and start making decisions based on actual effort data.”
Update / Replace
Update or replace audit records within a sample while maintaining full data integrity and a complete traceability trail.
Update / Replace
AuditWell's Update / Replace capability gives audit managers precise control over sample composition. Add new claims to an active sample or remove records that no longer qualify — all from within the platform, with every change logged for traceability. Sample integrity is maintained throughout without disrupting work already in progress.
See how claims are added to and removed from an active sample
| DM Claim Number | SampleID | Sample Name | Claim Status | Allocated To | Days |
|---|---|---|---|---|---|
| ⊽ | ⊽ | ⊽ | ⊽ | ||
| EMB-4401 | 7201 | Q1 Medical Claims — Jan 2025 | Open – Audit in Prog… | Not Allocated | 0 Days |
| EMB-4400 | 7201 | Q1 Medical Claims — Jan 2025 | Closed – By Auditor | Not Allocated | 0 Days |
| EMB-4399 | 7201 | Q1 Medical Claims — Jan 2025 | Open – Not Allocated | Not Allocated | 0 Days |
| EMB-4398 | 7201 | Q1 Medical Claims — Jan 2025 | Open – Not Allocated | Not Allocated | 0 Days |
| EMB-4397 | 7201 | Q1 Medical Claims — Jan 2025 | Open – Audit in Prog… | Jordan Blake | 0 Days |
| EMB-4396 | 7201 | Q1 Medical Claims — Jan 2025 | Open – Not Allocated | Not Allocated | 0 Days |
- Add claims directly to an active sample without rebuilding it from scratch
- Remove records that no longer qualify while preserving the audit history of what was changed and why
- Every addition and removal is logged — maintaining full traceability of sample composition changes
“When populations change mid-audit, teams shouldn’t have to start over. Update / Replace lets managers make targeted adjustments while keeping the rest of the sample — and its history — intact.”
Workload Tracking
Monitor team capacity and workload across audits — with aging buckets that surface overdue items before they become a compliance problem.
Workload Tracking
AuditWell's Workload Tracking view gives audit managers a real-time snapshot of open items across the team, broken down by age bucket. See unallocated claims, open samples, errors, appeals, and flags all in one place — with aging indicators that make it immediately clear where attention is needed most.
| Name | 0 – 7 days | 8 – 14 days | 15 – 30 days | Over 30 days | Total |
|---|---|---|---|---|---|
| ⊽ | ⊽ | ⊽ | ⊽ | ⊽ | |
| Unallocated Claims | 0 | 0 | 4 | 41 | 45 |
| Open PrePay Claims | 0 | 0 | 6 | 14 | 20 |
| Open PostPay Claims | 0 | 3 | 18 | 2,180 | 2,201 |
| Open Samples | 0 | 0 | 2 | 301 | 303 |
| Open Errors | 0 | 5 | 19 | 88 | 112 |
| Open Appeals | 0 | 0 | 4 | 9 | 13 |
| Open Flags | 2 | 3 | 22 | 114 | 141 |
- View open items by age bucket — 0–7, 8–14, 15–30, and over 30 days — across every audit category in one grid
- Spot aging and critical items at a glance with color-coded indicators that flag what needs immediate attention
- Export the full workload view to Excel for supervisor reporting or capacity planning discussions
“Workload that ages silently becomes a compliance problem. A single view of what’s open, how long it’s been open, and where it sits gives managers the visibility to act before deadlines are missed.”