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Hey there, it’s Amy P., The Reimbursement Dietitian. This week, I want to share some real talk about a topic that makes most dietitians in private practice sweat: insurance audits.
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You might think Iโm immune to the stress of audits by nowโtrust me, Iโm not. Even after going through this process many times, I still get that sinking-stomach feeling every time I receive the dreaded fax.
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Most of our audits come from Anthem Blue Cross Blue Shield, and while I know theyโre just doing their job, it never feels โeasy.โ
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Iโm writing this while weโre smack-dab in the middle of an auditโyes, one that landed during my vacation in Florida (because of course it did). So I thought now would be the perfect time to give you tips on handling insurance audits as a dietitian.
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1. Know That Insurance Audits Are Inevitable (Not Punitive)
Insurance audits are part of doing business with insurance companies. Theyโre often random and used as part of internal checks and balances, not because you did anything wrong. The companies usually select a handful of patients at random.
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2. What to Send in an Audit
Theyโre typically looking for:
- Your chart notes
- Any educational materials or resources you gave to patients (meal plans, handouts, etc.)
- Referrals (if applicableโbut not always required)
Be sure your documentation is thorough and reflects the services provided. Thatโs your safety net.
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3. Deadlines Are TightโBut Extensions Are Possible
You usually have 10โ12 days to respond. However, in many cases, you can request a short extension. Donโt panicโjust plan.
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4. Donโt Freak OutโMost RDs Are Doing Just Fine
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Many dietitians worry their notes wonโt โpass.โ But in my experience, most documentation is more than acceptable. If youโre unsure, I have a Documentation Master Class that explains precisely what to include to stay audit-ready.
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5. Watch for Third-Party Requests
Medical record requests usually come from third-party companies like Inovalon or Ciox, not directly from the insurance company. Many RDs mistake these for scams, but theyโre legit.
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6. Submit Your Notes Safely
You can fax your notes or send them via a secure mail label provided by the audit company. Standard mail with a tracking label is often acceptable, and the company will typically cover shipping.
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7. Expect a Mix of Patient Types
Auditors may request single-session notes, multi-session visits, or long-term patients seen weekly. Thatโs typicalโdonโt overthink it.
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Bonus Resources
๐ Want help streamlining your charting process? Some coaching clients created a tutorial on using AI software like Heidi for easier documentation. Click [insert YouTube video on AI Charting] to check it out.
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๐ Need help preparing for audits? I offer two Master Classesโone on documentation and one on insurance auditsโwhere I show you what Iโve submitted and how the process works step-by-step.
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