Client-Level Audit Tool
An audit workbook that pulls documentation data from the EHR and checks every client against state compliance rules: admission paperwork, daily summaries, group and one-to-one notes, and signatures. Daily, monthly and weekly-meeting audits are produced from the same data.
- Industry
- Healthcare (Behavioral Health)
- Deliverable
- Audit Tool.xlsb
- Built with
- Excel VBA, Selenium, Python
Before
Compliance checks on paperwork, notes and signatures were done client by client.
After
Every client is checked against the state rules from one data pull, producing daily, monthly and weekly-meeting audits.
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