New Features to Manage Audit ‘Checklists’ in ClaimAuditor

September, 2019 – Regulated audits, Customer Experience and State-mandated audits just got a whole lot easier to manage. Managing audits of different types of transactions and requirements is complicated. The steps needed to define the scope of each unique type of audit can be varied. ClaimAuditor now allows clients to create custom Checklist workflows to support the ability to define individual audit steps, grading or scoring of audited transactions and develop secondary workflows to audit actions.

REGULATED Compliance mandated Audit type CUSTOMER EXP. Member experience Audit type STATE-MANDATED Regulatory required Audit type CHECKLIST custom workflow steps DEFINE AUDIT SCOPE Scope & transaction types ASSIGN STEP CRITERIA Custom grading parameters GRADE TRANSACTIONS Score each audited item FLAG EXCEPTIONS Trigger secondary review COMPLETE WORKFLOW Issue audit report GRADING & SCORE 94% avg. transaction score SECONDARY FLOW Review flagged items Assign corrective action Confirm completion AUDIT CHECKLIST WORKFLOWS ClaimAuditor · January 2022