HCBS Provider Toolkit: Audit Survival Edition

HCBS Provider Toolkit: Audit Survival Edition

Audits don’t have to be chaotic or theatrical. This toolkit shows you exactly what auditors are really looking for and how to organize records so you reduce citations and billing recoupment risk.

Designed specifically for IDD residential and HCBS providers, this toolkit turns compliance requirements into clear checklists, examples, and practical tools your team can actually use.

What this toolkit helps you do

• prepare for audits without panic

• know what documentation must be present in each record

• identify high-risk gaps before auditors do

• respond to findings with strong corrective action plans

• connect daily documentation to billable, defensible services

What’s included

• Professional PDF guide: Audit Survival Edition

• Excel audit tools you can use immediately

Inside the PDF you’ll get

• how audits really work (without the theater)

• what must exist in every person’s record

• top citation and recoupment triggers

• pass vs fail documentation examples

• audit interview do’s and don’ts

• corrective action playbook

  
  

Inside the Excel tools

• internal mock audit checklist

• required documentation tracker

• pre-billing review checklist

• risk scoring sheet

• corrective action plan template

  
  

This toolkit is designed for real-world use — short, practical, and focused on helping your agency be audit-ready every day.

Note: This toolkit is not legal advice. Always follow your state’s specific regulations and payer requirements.