Audit Ready. Report with Confidence.
The Compliance Shield™ – Audit & Reporting equips your team with the tools to track, manage, and report audits—so you can stay organized, reduce stress, and respond with clarity when auditors arrive.
❗ The Reality for Most Practices
When an audit notice arrives, most clinics scramble:
- No centralized audit tracking system
- Missing documentation or unclear staff notes
- No consistent way to report progress or findings
- Audit responses vary across departments
The result? Delays, penalties, and preventable recoupments.
✅ When to Choose Audit & Reporting
- You need tools to manage audit requests and track progress
- You want consistent audit reporting templates across departments
- You’re preparing for a payer, RAC, MAC, UPIC, or commercial audit
- You want to avoid reactive chaos and document everything clearly
⚠ The Cost of Not Acting
- Lost time scrambling for requested records
- Inconsistent reporting across departments
- Higher risk of negative audit findings
- Missed deadlines leading to automatic recoupments
🔧 Meet The Compliance Shield™ – Audit & Reporting
This is Thrive’s operational audit toolkit. We provide the reporting templates, trackers, and guidance your team needs to:
- Organize audit requests by payer/type
- Track deadlines, submissions, and outcomes
- Standardize reporting across departments
- Document audit activity for leadership & legal review
It’s not just about surviving an audit—it’s about managing it strategically and defensibly.
💼 How It Helps Leaders
📊 Track With Clarity – Centralized logs for requests, due dates, outcomes
🛡 Standardize Packets – Consistent templates for any payer audit
📈 Improve Visibility – Leadership gets transparent audit status reports
🔍 Reduce Stress – Know exactly what’s due and when
⚖ Defend with Documentation – Maintain a defensible audit trail
💼 What You Get
The Compliance Shield™ is a service-based audit and consultation that reviews how your RCM operation runs—not just how it looks on paper. We assess SOPs, documentation standards, and department workflows to uncover systemic risks and guide long-term compliance improvement.
🧪 Lite Diagnostic
- Audit Readiness Checklist
- Sample Audit Tracker (Excel/Sheets)
- 30-Minute Strategy Call
🛡️ Standard Review
- Full Audit Management Toolkit
- Request & Response Packet Templates (RAC, MAC, UPIC, commercial)
- 1-hour consultation + Reporting Framework
🧠 Premium Optimization
- Everything in Standard
- KPI Dashboard for Audit Turnaround Times
- 30-Day Follow-Up + Strategic Refinement
Choose the Right Toolkit to Manage Audits with Confidence
Select from three levels of audit readiness—from a simple audit checklist to a complete management system with KPIs and follow-up support. Each plan equips your team to stay organized, on time, and defensible throughout the audit process.
Includes an audit readiness checklist, sample audit tracker, and a 30-minute consult to give your team a foundation for handling payer audits with less stress.
Start Building Your Audit Readiness Toolkit.
Standard Review
Get the full audit management toolkit, including request and response packet templates for RAC, MAC, UPIC, and commercial audits—plus a 1-hour consultation and reporting framework.
Stay Organized From Request to Response
Includes everything in Standard, plus a KPI dashboard to monitor audit turnaround times and a 30-day follow-up session to refine reporting processes.
Manage Audits With Precision and Transparency.
🔄 How This Connects With Your Toolkit
Thrive’s ecosystem is designed to build, audit, and maintain your compliance infrastructure. Use these tools together to create a loop of alignment, execution, and continuous improvement:
⚖️ Compliance Core™ (Add-on or Foundational Tool)
- Why Include: Lays the groundwork for compliance readiness with templates, logs, and trackers.
- How to Reference: “Already using Compliance Core™? The Compliance Shield™ gives you a full audit and improvement plan to maximize your toolkit.”
🏗 Policy Builder™
- Why Include: Natural follow-up once Shield identifies noncompliant SOPs. Helps clinics rewrite or rebuild compliant workflows.
- How to Reference: “Use Policy Builder™ to update or rebuild any SOPs identified as non-compliant in your Shield review.”
🛡️ SOP Vault Shield™
- Why Include: Offers plug-and-play SOPs to fast-track post-audit fixes.
- How to Reference: “Want implementation-ready templates? Add SOP Vault Shield™ to apply best practices faster.”
🕵 Audit Guard™
How to Reference: “For granular documentation audits, pair Compliance Shield™ with Audit Guard™ for deeper payer-level defensibility.”
Why Include: Ideal for follow-up reviews at the account or documentation level.
✨ Results You Can Expect
✅ Organized audit logs across payers and departments
✅ Faster turnaround on audit requests
✅ Consistent reporting packets for any payer
✅ Reduced risk of negative findings or recoupments
💬 “We went from chaos to clarity. The Audit & Reporting Shield gave us a system to track every audit step and kept leadership informed.”
Max F.
Practice Manager
Zero-Risk Guarantee
If your Compliance Shield™ doesn’t uncover at least three actionable risks or compliance opportunities, we’ll credit your investment toward any other Shield™ service. No risk. All clarity.