CHART AUDIT CHECKLIST 2026

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  1. Click ‘Get Form’ to open the CHART AUDIT CHECKLIST in the editor.
  2. Begin by filling in the client details at the top of the form, including name, address, gender, age, and GP contact information. Ensure that the client name and identifier are present on every page.
  3. Proceed to evaluate each criterion listed in the checklist. For each item, indicate whether it has been achieved by selecting 'Yes' or 'No'. Pay special attention to ensure all entries are chronological, legible, and signed.
  4. For any corrections made in the chart, strike through with one line and initial them as required. This maintains clarity and professionalism in documentation.
  5. Continue through each section of the checklist, ensuring that all relevant medical history is acknowledged and documented accurately. Include notes on treatment plans and consent where applicable.

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The qualifications that you need to become an RN chart auditor include a registered nurse license and medical coding skills. After completing a bachelors degree in nursing or an RN-to-BSN program, you can take the NCLEX exam to become a licensed practical nurse (LPN) or registered nurse (RN).
For better results, a common rule of thumb is to try for 10 percent of the eligible charts. Or you may choose to use a conve- nience sample: the patients from a single day or all the charts on a single shelf in the records room.
A chart audit is simply a tool physicians can use to check their own performance, determine how theyre doing and identify areas where they might improve. The purpose of this article is to describe some scenarios in which a chart audit might be helpful and to offer step-by-step instructions for doing one.
- Assign account numbers and names that are easy to understand and use. - Use a consistent format for account names and numbers. - Monitor changes to the chart of accounts to ensure that they are properly authorized and recorded. There are different options for auditing and compliance with the chart of accounts.