> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quality and audits

> Automated audit findings, claim disallowances, compliance audits, and the regulatory calendar.

These tabs are where problems surface: automated findings, denied claims, audit results, and the
deadlines you have to meet.

## Audit Findings

Compliance audit findings from automated checks — wage violations, EVV mismatches, credential
expirations.

**Columns:** Severity · Type · Title · Status · Source · Created

This is the most useful tab in the module for day-to-day work. OfficeRidge generates these findings
from checks across other modules, so they catch problems while they are still cheap to fix.

| Finding type          | Where to fix it                                             |
| --------------------- | ----------------------------------------------------------- |
| Wage violation        | [Payroll setup](/finance/payroll-setup)                     |
| EVV mismatch          | [Time & Attendance](/attendance)                            |
| Credential expiration | [Credentials and checks](/employees/credentials-and-checks) |

<Warning>
  Closing a finding does not fix its cause. Automated checks re-run, so a finding closed without
  correcting the underlying record will reappear. Fix the source, then close.
</Warning>

Severity levels are `STANDARD`, `CONDITION`, and `IMMEDIATE_JEOPARDY`.

## Disallowances

Claim disallowances and appeal tracking for denied or adjusted billing.

**Columns:** Reason · Amount · Status · Appeal Deadline · Created

<Warning>
  **Appeal Deadline** is a hard cutoff. A disallowance not appealed by that date becomes a permanent
  write-off regardless of merit. Filter on it weekly.
</Warning>

Group disallowances by **Reason**. A reason that recurs is a process problem, not bad luck — see
[Remittances](/billing/remittances) for the adjustment codes behind them.

## Compliance Audits

Internal and external compliance audits with findings and corrective actions.

**Columns:** Title · Type · Start · End · Auditor · Findings · Status

**Type** distinguishes an internal self-audit from an external one. Both matter, but external audit
findings usually carry deadlines.

## Compliance Calendar

Regulatory compliance deadlines, events, and milestone tracking.

**Columns:** Title · Type · Due · Priority · Status · Completed

This is your forward view. Licence renewals, report submissions, review cycles, and drill schedules
all have dates you can miss.

<Tip>
  Add recurring compliance obligations to [Task Manager](/tasks) as well as the calendar. The
  calendar shows you what is due; a recurring rule makes sure someone is assigned to it.
</Tip>

## Working audit findings

<Steps>
  <Step title="Sort by severity">
    Handle `IMMEDIATE_JEOPARDY` and `CONDITION` findings before `STANDARD`.
  </Step>

  <Step title="Identify the source module">
    **Source** and **Type** tell you where the problem actually is.
  </Step>

  <Step title="Fix the underlying record">
    Renew the credential, resolve the EVV exception, correct the wage rate.
  </Step>

  <Step title="Close the finding">
    Record what was done.
  </Step>

  <Step title="Confirm it does not return">
    If the same finding reappears after the next check, the cause was not fixed.
  </Step>
</Steps>

## Appealing a disallowance

<Steps>
  <Step title="Check the appeal deadline">
    Work backwards from it. Appeals take time to assemble.
  </Step>

  <Step title="Establish the reason">
    The disallowance reason tells you what evidence you need.
  </Step>

  <Step title="Gather supporting records">
    Usually the EVV visit, the authorization, and the claim line. See
    [Claim lines](/billing/claim-lines).
  </Step>

  <Step title="Submit and track status">
    Record the outcome against the disallowance.
  </Step>
</Steps>

## Troubleshooting

| Problem                                   | What to check                                                                                |
| ----------------------------------------- | -------------------------------------------------------------------------------------------- |
| A finding reappeared after closing        | The underlying cause was not corrected. Automated checks re-run.                             |
| A disallowance passed its appeal deadline | It cannot be appealed. Record it as a write-off and address the recurring cause.             |
| The calendar shows nothing due            | Confirm items have been added with **Due** dates. The calendar reflects what you record.     |
| Audit findings but no audit record        | Automated findings have no parent audit. **Source** identifies the check that produced them. |

## Related

<CardGroup cols={2}>
  <Card title="QAPI" icon="trending-up" href="/compliance/qapi">
    Turn recurring findings into improvement initiatives.
  </Card>

  <Card title="Survey preparation" icon="clipboard-check" href="/guides/survey-preparation">
    Preparing for external review.
  </Card>
</CardGroup>