Telehealth Billing Compliance Audit Template — Post-PHE CMS 2026

Telehealth Compliance Audit TemplateA structured, fillable audit template for practices billing telehealth services under post-COVID-19 PHE rules.Many telehealth billing errors happening now stem from waivers that expired when the Public Health Emergency ended.This template reflects current CMS requirements — not PHE-era assumptions.Use it before an audit arrives to identify documentation gaps, or during an active review to verify that your telehealth records, coding, modifiers, licensing, and platform documentation are complete before submission.What’s InsideThis fillable PDF audit template includes 5 structured sections:Section 1 — Pre-Audit Readiness ChecklistA detailed checklist covering key telehealth audit risk areas, including:Telehealth Eligibility & Patient LocationOriginating site, patient state documentation, and POS code review.Provider Licensing & CredentialingState license in the patient’s state, payer credentialing, NPI accuracy, and interstate compact participation.Technology & Platform ComplianceHIPAA-compliant platform review, BAA on file, and audio-video versus audio-only documentation.Documentation StandardsModality in the note, patient and provider location, visit duration, and patient consent.Coding & Billing CompliancePOS 02 versus POS 10, GT/95/93 modifier accuracy, Q3014 originating site fee, and E/M level support.Payer-Specific Policy ComplianceCurrent payer policies on file, Medicaid state-by-state rules, and prior authorization requirements.Section 2 — Claim-Level Audit WorksheetA structured table to document findings for each telehealth claim reviewed.Includes telehealth-specific error code references for:POS errorsModifier errorsLicensing issuesDocumentation gapsPayer policy issuesSection 3 — Post-PHE Telehealth Coding Quick ReferenceA practical coding reference covering:POS code descriptionsMedicare originating site fee guidanceGT modifier95 modifier93 modifierGQ modifierG0 modifierUse this section to quickly confirm whether the telehealth claim was billed with the correct place of service code and modifier support.Section 4 — Top 10 Telehealth Denial Triggers & FixesThe most common post-PHE telehealth audit findings, paired with specific corrective actions for each issue.This section helps you identify avoidable errors before they become denials, takebacks, or compliance findings.Section 5 — Documentation Requirements ChecklistA practical documentation checklist organized by visit level:Every telehealth noteFirst visit with a new patientPayer and administrative requirementsUse it to confirm the record supports the service billed before submission or review.Section 6 — Corrective Action Plan TemplateA pre-formatted Corrective Action Plan template for major telehealth finding categories, including:POS codingModifier errorsLicensing issuesDocumentation gapsBAA issuesBest Used ForTelehealth claim reviewsPost-PHE billing compliance checksInternal self-auditsADR response preparationModifier and POS validationProvider licensing reviewsTelehealth documentation auditsInstant AccessOne-time purchase.Instant PDF download.Fillable template format.Need All 7 Specialties?The complete Healthcare Biller’s Compliance Audit Vault includes all 7 specialty-specific templates for $297.DisclaimerNot legal advice.For operational compliance use only.© Kent Strategic Solutions | Healthcare Biller’s Compliance Audit Vault

Found on Devadex — the discovery index for independent software the big search engines bury. More from gumroad.

Report this listing