This can be verified by matching your charge documents or superbills used the previous day with the appointment schedule for that day. Once you are sure all appointments are documented, you can begin the audit process. Start by taking a week's period of time and producing a hard copy of the schedule. Select every fourth appointment on the schedule and highlight the patient's name. Use this to pull the patient charts.
Chart notes to charge slip.
The next step is to examine the chart notes and see if the documentation matches the description of the service charged on the charge document. Charge slip to patient ledger. Next, review the charge slip with a copy of the patient's ledger from either your computer or your one-write system. Make sure all the charges were transferred from the charge slip into the accounts receivable system. Verify that all CPT and ICD-9 codes were entered correctly.