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🩺 Encounter Snapshot™
Spot Gaps Before the Audit Begins.
Encounter Snapshot™ helps your team preempt audits by catching documentation, coding, and billing issues at the encounter level—before claims go out the door.
The Reality for Most Clinics
Audit risk starts before a claim is ever submitted.
- Providers rush through notes, leading to incomplete documentation
- Time-based billing or E/M levels are often selected without clear support
- Coding staff work from fragmented notes or incomplete templates
- Clinical audits uncover issues months later, when it’s too late
- Leadership assumes the claim is “clean” once it’s billed
Without real-time encounter-level review, risk hides in plain sight.
When to Choose Encounter Snapshot™
✅ You review notes for time-based billing, E/M levels, or prolonged services
✅ Your providers often under- or over-document visits
✅ You’ve had denials for “lack of medical necessity” or documentation gaps
✅ You want a structured process to audit encounters pre-bill
The Cost of Not Acting
⚠ Denials for lack of supporting documentation
⚠ Lost revenue from undercoding or missed services
⚠ Post-payment audit risk due to unclear notes
⚠ Compliance flags from repeated documentation errors
Meet Encounter Snapshot™
Encounter Snapshot™ is a targeted documentation review toolkit designed to help practices spot clinical and coding risk before it turns into a denial—or worse, an audit. Use the included tools to guide provider documentation, run internal encounter audits, and ensure each visit is defensible before it’s billed.
How It Helps RCM & Compliance Teams
📋 Strengthen Documentation – Checklists guide providers on what to include
🧾 Preempt Denials – Catch coding or documentation issues early
🧠 Train Smarter – Help clinicians self-audit and improve over time
⏱ Save Time – Reduce rework by reviewing encounters upfront
📊 Lower Audit Risk – Improve defensibility with proactive documentation
Option 1: Encounter Snapshot™ Standard – $299 One-Time
- Encounter Audit Worksheet – Review framework for outpatient notes
- Documentation Completeness Checklist – E/M, time, procedures
- Common Risk Flag Index – Missed time stamps, vague diagnoses, modifier needs
- Snapshot Summary Sheet – Visual one-pager to share with providers
- Provider Education One-Pagers – By visit type and documentation goal
Option 2: Encounter Snapshot™ + Strategy Session – $749 One-Time
Includes everything in Standard, plus:
- 90-minute 1:1 Virtual Strategy Session with Thrive documentation expert
- Live walkthrough of your internal encounter review process
- Feedback and guidance on your real cases
Option 3: Encounter Snapshot™ + Quarterly Advisory – $1,299 One-Time
Includes everything in Strategy Session, plus:
- Four quarterly coaching sessions with documentation audits
- Personalized progress dashboard to track encounter quality
- Updates aligned with CMS guidelines and specialty trends
Results You Can Expect
- Improve clinical documentation completeness
- Reduce coding edits and documentation-related denials
- Increase provider awareness of audit risk factors
- Build a scalable internal review process
- Spot and fix risk before the claim is sent
“We now review 20 encounters a week and use the Snapshot summary to coach providers. It’s simple and powerful.”
Priya S
Clinical Auditor
💵 Pricing That Fits Your Level of Audit Readiness
Whether you’re just starting to strengthen encounter-level documentation or need ongoing expert support, Encounter Snapshot™ offers flexible options. Start with the core toolkit or scale up to include personalized strategy sessions and quarterly audits—no subscriptions, just value-packed tools.
Standard
$299
Get Clearer Notes, Smarter Reviews.
A ready-to-use toolkit to guide provider documentation and catch encounter-level issues before billing.
Strategy Session
$749
Tailored Insight for Real Cases.
Add a 90-minute expert consult to refine your encounter review workflow with hands-on feedback
Quarterly Advisory
$1,299
Ongoing Coaching. Stronger Encounters.”
Stay aligned all year with quarterly audit reviews, documentation scoring, and personalized dashboards.
Zero-Risk Guarantee
If Encounter Snapshot™ doesn’t improve your documentation clarity and audit readiness, we’ll credit your investment toward any other Shield™ product.