Run the Case Audit report to respond to an audit targeting a specific case or cases, or to provide a complete snapshot of a case for offline reference.
This is a case-level audit report giving a snapshot of the selected case for a specified date range, including all case notes with descriptions, related documents, and related contacts.
The contents include: Claim Information, Referral Information, Budget Summary, list of Case Notes, list of Documents received/uploaded during the date range, and a list of Case Contacts active during the date range:
The Case Note list shows the Timekeeper VRC, activity type, units and charges, related contacts, related documents, and description.
Case parameter (required) is visible only in the Admin version of the report (not in the version available from the link within the case, where the parameter is pre-populated with the right case automatically - see related article at the top of this article). Admins can use this parameter to run the report for any case without opening the actual case.
Earliest Complete Date and Latest Complete Date (required) are applied to filter case notes to what has been completed within the date range.
Note:
If an audit covers multiple cases or referrals for the same claim, the report will need to be run for each affected case related to that claim.