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 Medical Review Toolkits

Medical record reviews are an integral part of fraud, waste and abuse investigations. They are an evaluation of the most critical evidence in many healthcare FWA cases. A good medical review can make or break the ROI of your investigation. Let our comprehensive toolkits help you streamline and complete an efficient medical review from A to Z!

 
 

We offer 3 toolkits to suit your needs.


Starter

This toolkit is designed for companies that have a medical review team but are looking to make output more consistent.

If your organization has a medical review team and needs to improve consistency in output, this is the toolkit for you! In addition to a visual workflow, this kit offers medical review spreadsheets (initial and appeal), as well as summary templates that are ready for immediate use. This toolkit also includes instructions for customizing drop-down menus which are built into the templates. These fields are critical for uniform and efficient documentation throughout the review process. 


Advanced

If you think templates are great, but examples are better - this toolkit is for you!

The Advanced takes the Starter Kit to the next level by providing specific examples of how to use the templates. Examples make your templates easier to use and shorten your ramp up time by giving you sample terminology and references. We intentionally chose E&Ms, before and after the 2021 rule change to support this big change in coding.  In addition to our medical review spreadsheets and summary templates for guided capturing of information, this package includes initial and appeal case examples with completed medical review spreadsheets and summaries!


Pro

Are you starting a new program or revamping your existing program? This comprehensive toolkit is designed for you!

This comprehensive package contains our expansive Guide to Completing a Medical Review. The Pro level also includes a Resource Guide: How to Find What You Need, When You Need It, to assist in locating those much-needed resources for making review determinations as well as a Guide to Leveraging Pivot Tables for Medical Review. To round it out, we’ve included our medical review spreadsheets and summary templates for findings (both initial and appeal reviews), examples with completed medical review spreadsheets and summaries. Combine all of this with our visual workflow PLUS 2 hours of virtual training, for improved process and efficiency with your medical reviews!


 

Ready to learn more?

Contact us and we’ll help determine the best toolkit for your organization.