Surviving Audit Season

Your routine release queue does not stop when payor record requests arrive. Patient requests, continuity-of-care needs, legal requests, imaging, billing, and compliance work are still moving while audit-related demand adds another layer of retrieval, review, and follow-up.

Across a surge, the real risk is not just missing an audit deadline. It is losing control of the release operation behind it.

  • How to spot when a request is already running late internally, even when the external deadline still looks manageable. The white paper introduces the “two clocks” framework for understanding deadline risk.
  • A 2026 audit-season planning baseline showing which record-review activities follow a recognizable seasonal pattern and which should be treated as year-round or episodic exposure.
  • Where audit-related requests put the most strain on your release workflow, from recognizing and validating the request through retrieval, review, delivery, and proof.
  • A Prepare, Control, Recover framework for protecting routine release work before volume builds, while requests are moving, and after the surge.
  • Two tools you can use with your team: a Surge Trigger Worksheet and Audit Season Release Workflow Check for identifying visibility, fulfillment-capacity, workflow-control, and capacity-activation gaps.
Anthony Daly
Vice President of Client Services

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