btadlock1
Guest
Since I've received so many requests for my E/M Audit Worksheet, and I finally figured out how to get my Excel file into an uploadable file)...You can now download it right here! If you've never downloaded a file from a thread, look below for the little thumbnail hyperlinks, click on them, then hit "Save" (Not "Open"...it opens after it's saved). The Excel file is Zipped...Instructions are below. Enjoy!
Here's my audit worksheet in Excel. I saved it as a blank form to ‘My Documents' (I also saved a copy of the blank form, in case I messed the original up). Whenever I'd start to enter info, I'd use “Save As”, and change the title to “Audit report…” with the provider's name/patient info, so I'd know which one it was. Then I just fill out the form – for the MRN (medical record #) and DOS slots, use the text bar at the top to enter it, or make sure that your cursor is beside the “MRN” or “DOS” – if you just click the cell, you'll overwrite that info and have to go back and type it again.
I used the little “fill” button to select which boxes I wanted for the different levels (I used a light gray, since I have to print black and white). The point levels on MDM were based off of Trailblazer's audit tool, but I didn't put their whole score sheet in my form. I have every bullet from the 1997 multi-system exam listed. When I give credit for a bullet, I highlight it, make it bold (Sometimes you have to click it twice…sorry), and either make it black font if I'm printing it, or red if I'm emailing it – the point is, to have it stand out, and still have the other bullets available, so thatthe provider can see where they didn't get credit, as well. I also attached an example of one that's completed.
One last thing - make sure to use “Print Preview” to make sure none of the exam bullets get cut off – sometimes they'll show up on the form, but then when you go to print, they disappear. If that happens, just make the text box bigger by clicking on it and using the expanders at the top and bottom.
Hope it works out for you!
Here's my audit worksheet in Excel. I saved it as a blank form to ‘My Documents' (I also saved a copy of the blank form, in case I messed the original up). Whenever I'd start to enter info, I'd use “Save As”, and change the title to “Audit report…” with the provider's name/patient info, so I'd know which one it was. Then I just fill out the form – for the MRN (medical record #) and DOS slots, use the text bar at the top to enter it, or make sure that your cursor is beside the “MRN” or “DOS” – if you just click the cell, you'll overwrite that info and have to go back and type it again.
I used the little “fill” button to select which boxes I wanted for the different levels (I used a light gray, since I have to print black and white). The point levels on MDM were based off of Trailblazer's audit tool, but I didn't put their whole score sheet in my form. I have every bullet from the 1997 multi-system exam listed. When I give credit for a bullet, I highlight it, make it bold (Sometimes you have to click it twice…sorry), and either make it black font if I'm printing it, or red if I'm emailing it – the point is, to have it stand out, and still have the other bullets available, so thatthe provider can see where they didn't get credit, as well. I also attached an example of one that's completed.
One last thing - make sure to use “Print Preview” to make sure none of the exam bullets get cut off – sometimes they'll show up on the form, but then when you go to print, they disappear. If that happens, just make the text box bigger by clicking on it and using the expanders at the top and bottom.
Hope it works out for you!
