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SOPs · Quality

Monthly Chart Audit Review

How quality pulls a sample, scores documentation completeness, assigns corrective actions, and trends results for leadership.

QualityComplianceAI-Assisted

Document outline

Structured sections ready for package delivery or survey prep.

  1. 1

    Sample selection: Pull a risk-weighted sample across programs by the fifth business day each month.

  2. 2

    Scoring: Use the shared audit tool for consent, assessments, notes, and care-plan alignment.

  3. 3

    Feedback: Share findings with supervisors within five business days of scoring.

  4. 4

    Corrective action: Open actions for any score below threshold and track closure dates.

  5. 5

    Reporting: Summarize trends for the quality committee with top three documentation risks.

Section map

Sample SelectionScoringFeedbackCorrective ActionReporting