Read the following before proceeding. Audit accuracy depends on the precision of your responses.
The Audit is designed as a structural diagnostic instrument. Its analytical accuracy depends on the precision of the information entered. Responses should reflect documented file content rather than anticipated, assumed, or informal understanding.
For purposes of this assessment, "present" means explicitly documented in the file — not assumed, anticipated, or verbally communicated.
This tool provides structural analysis and does not constitute legal strategy or clinical direction.
It is common for well-managed cases to demonstrate partial misalignment in one or more domains. The purpose of this assessment is identification of structural refinement opportunities — not evaluation of performance.
When uncertain, select the more conservative response.
If treatment is early or ongoing, use this as a strategic roadmap to prevent weaknesses before they are exposed in litigation.
Each risk category indicates structural variables that may influence payer scrutiny, IME interpretation, or settlement positioning — not a judgment of case quality or attorney performance.
Each Right below defines the structural standard being evaluated. Expand any Right to review its definition, clarifications, and examples before beginning.