Audit a chart in ten minutes, the way a payer reviewer would. Free, interactive, built for behavioral health and IDD documentation.
Pull one clinical chart. Work through the sixteen checks below exactly the way a payer reviewer or accreditation surveyor would: looking for what is provable on paper, not what the clinician remembers doing. Your score updates as you go. Then do four more charts, because a single chart is an anecdote and five is a pattern.
One pass with this tool tells you about a chart. A program tells you about your organization. The standard cadence we build inside Compliance Confidence™: five charts per clinician per quarter, pulled at random, scored with this rubric by someone who does not supervise that clinician. Track scores by item, not just by chart, because item-level tracking is what reveals that your agency has a treatment plan linkage problem rather than a paperwork problem. Feed the three lowest-scoring items into that quarter's supervision check-ins and re-audit the following quarter. Document every cycle: an audit program you cannot show a surveyor did not happen.
Chart quality is also a workforce signal. Documentation collapses where caseloads spike and turnover runs high, which is why audit findings cluster in your highest-churn programs. If your scores are low, run the turnover cost calculator and look at the two numbers together. Start with the full HR compliance checklist if the gaps go beyond the chart.
The full audit workbook: 16-item rubric, five-chart sampling tracker, item-level scoring, and quarter-over-quarter trend view. Built for behavioral health, IDD, and community health charts.
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