Carrier-readiness audits

What the Audits tab is

A carrier audit is a real event: a TPA or carrier auditor pulls a closed claim and checks whether your documentation, procedures, billing, and sign-offs hold up. The Audits tab is where you run that same check on yourself, before the carrier does. You pick a template, walk through it exactly the way an auditor would, and close it out with a scored PDF you can hand to the team to fix whatever it finds.

Verinode does not grade the claim or decide whether you pass. It runs the checklist you tell it to run, scores the answers you give, and hands you the result. You still decide what to fix and when.

Where to find it

Open Forms from the sidebar (the section still resolves at /surveys, which redirects to iq.verinode.ai/forms). Forms has three tabs at the top, rendered as a pill switcher: Surveys, Audits, and Reviews. Audits is the middle tab. It filters the page down to every internal self-run form you have started or completed, separate from surveys you send to outside people and separate from team performance reviews.

At the top right, the + Add Audit button (it relabels per tab, so it only reads "+ Add Audit" while you are on the Audits tab) opens the template picker described below.

The Explore row on the Audits tab

Four tiles summarize your audit activity:

• Active, a count of audits currently in progress or drafted. Its subtitle reads "Run Your First Audit" until you have run one; once you have runs, it shows the pass rate across active audits, or "In Progress" if no rate has landed yet.
• Audit Runs, the count of completed audit responses, with either the average score or the time since your latest run underneath. Reads "No Runs Yet" when empty.
• Templates, the number of audit templates in the catalog you can pick from. Subtitle reads "Pre-Built Audit Sheets."
• Closed, completed and closed-out audits, with "Completed Audits Land Here" when there are none yet.

Clicking any tile opens the matching slider view (active audits, audit runs, templates, or closed audits) so you can drill into the underlying list.

Picking a template

Click + Add Audit and a picker opens titled "Run an audit," with the copy: "Pick an audit to run. The completion shell guides you through every section, captures a signature, and produces a branded PDF you can hand to a carrier or auditor."

Two audit templates ship in the product today, both under the Audits tab (a third template, the 1-on-1 Performance Review, lives under the Reviews tab instead, since it audits a person rather than a claim):

Internal Mock Audit Run Sheet

The carrier-prep template. "Walk through a closed claim the way a carrier auditor would. Find the gaps before the real audit does." Estimated at 25 minutes, with 23 questions across 7 sections:

1. Pre-audit setup, the claim number or job ID and the carrier or TPA you're prepping for, plus two checks: the job file is consolidated in the document system, and photos are timestamped and labeled by area.
2. Documentation compliance, five checks: signed initial scope, final invoice matching the approved scope plus signed supplements, a moisture map covering every affected area, daily drying logs present for every drying day, and equipment placement notes matching the photos on file.
3. Procedural compliance, three checks (industry standards followed for category and class, containment set when the category required it, antimicrobial use documented with product and lot number) plus one number: average daily moisture readings collected. This one is a score question with a pass threshold of 3. Enter a count below 3 and the form flags it "Below threshold" in red next to the number; 3 or more reads "Pass" in green. The help text is explicit that auditors flag jobs with fewer than 3 readings per drying day.
4. Customer communication, three checks: authorizations on file, written notice of supplements, and a signed final walkthrough.
5. Billing integrity, three checks (every line item tied to a documented activity, supplements justified in writing, equipment hours matching the usage log) plus a 1-to-5 rating: "How exposed do you feel on this claim?", with 1 meaning "bulletproof" and 5 meaning "expecting a fight."
6. Action items, two open-text prompts: the top three items to remediate before the real audit, and anyone on the team who needs a coaching note.
7. Sign-off, a signature field labeled "Run by," with the signer's role captured as Project Manager.

The picker row for this template shows "7 sections · 23 questions · 19 checks · pass at 90% · signature required." The 19-check count is every checkbox and yes/no question in the form; the score and rating questions don't count toward it. Scoring is checkbox-count: your score is the percentage of those 19 checks marked confirmed, and the template's own target to hit is 90%.

Job Quality Audit

A workmanship rubric, distinct from the carrier-prep run sheet above: "Score the quality of a job, crew, or process against a rubric. Catch what slips before the carrier does." Estimated at 12 minutes, 18 questions across 7 sections:

1. What's being audited, the job ID or address, the crew or lead, and the date walked.
2. Workmanship, four checks (affected areas fully addressed with no missed pockets, containment and setup matching the work order, correct equipment placement for the class and area, site clean and the customer's space protected) plus a 1-to-5 rating on overall quality of the finished work, where 1 means "needs rework" and 5 means "ready to hand over."
3. Documentation, three checks: timestamped and labeled photos, complete moisture and drying logs, and signed scope and supplements.
4. Safety on site, two checks: correct PPE for the category and class, and no exposed trip, electrical, or fall hazards.
5. Customer experience, one check (customer walked through the work with sign-offs on file) plus a 1-to-5 rating on how the customer would rate the job today, where 1 means "a complaint coming" and 5 means "a referral coming."
6. Action items, two open-text prompts: top items to fix before the job closes, and anyone who needs a coaching note.
7. Sign-off, a signature field labeled "Walked by," role captured as Project Manager.

Scoring is also checkbox-count, targeted at 85%.

Both templates estimate their own runtime in the picker (25 minutes for the Mock Audit, 12 for Job Quality) so you know what you're committing to before you start.

Select a template (the radio dot fills in copper) and click Start audit. If nothing is available for a given tab, the picker instead reads "No audit templates yet: Templates ship with the product. None are cataloged for this kind right now."

Running the audit

Once you start, the form opens as an overlay with the template's title as the header and your company name underneath. Questions render grouped by section, each with a number (#1, #2, ...), its label, an asterisk if required, and help text where the template provides it (for example, the moisture-reading question explains the auditor's threshold right there rather than making you guess).

Each question type has its own control:

• Checkbox questions show a box you tick, labeled "Confirmed" once checked, "Mark when complete" until then.
• Yes/No (binary) questions render as a row of buttons for each option.
• Rating questions show five numbered buttons (1 through 5) with a caption reading "1 = Poor · 5 = Excellent."
• Score questions take a plain number. If the question carries a pass threshold, typing a value shows "Pass at [threshold]" next to it, and the value itself turns green with "Pass" once it meets or exceeds the threshold, or red with "Below threshold" if it doesn't.
• Text questions are a free-form box.
• Signature questions take a typed full name; once you enter one, it timestamps itself and displays as "[Role]: [Name] · [date and time]" underneath.

A sticky bar at the bottom of the form tracks "[N] of [M] answered" with a thin progress bar, and shows "Saved [time]" once your first autosave has fired. The form autosaves your draft every 10 seconds while you're actively editing, so closing the overlay and coming back later resumes where you left off.

Clicking Submit audit checks two things first: every required question must be answered (the bar shows "Answer required for N questions before submitting" if not), and if the template requires a signature, that field must be filled in (otherwise it reads "Sign the form before submitting"). Once both pass, the audit closes and the response is written.

What happens after you submit

The overlay switches to a read-only summary. At the top, "Audit complete" in green, followed by your score as a percentage, the template's target percentage, and a Passed or Below target label (green or red respectively) next to it. The date and time you closed it out appears on the same line.

The score is computed from the template's scoring method:

• Checkbox-count templates (both audits above) score as the share of checkbox and yes/no questions you marked confirmed, out of the total that carry that type. Rating and score questions don't factor into this number, they're there for you to read and act on, not to move the pass rate.
• Other scoring methods exist in the system (rating-average, used by the 1-on-1 review; and a weighted composite, used by some compliance-framework checklists), each producing the same 0-100% scale so pass/fail always reads the same way regardless of which template produced it.

Below the score, an Export PDF button opens [audit-id]/export-pdf in a new tab, with the note "Branded with your company name and signature." underneath. That PDF is the artifact you hand to your team, or eventually to a real auditor, as evidence the internal check happened.

Under that, every question you answered lists again in its original sections, this time read-only with the answer beside it: checkbox questions show "Confirmed" or "Not confirmed," score questions show the value plus "(pass at [threshold], Pass/Below)" when a threshold applies, rating questions show "[value] / 5," and the signature shows the name and the date it was signed.

Reading the pass/fail line correctly

The 90% and 85% targets on the two shipped templates are the templates' own internal bars, not something Verinode benchmarks against other operators. A 90% score on the Mock Audit Run Sheet means 90% of its 19 checks came back confirmed. It says nothing about how your documentation compares to peers, it's a self-check against your own paperwork, run before the real audit finds the gap for you.

Best-practice example

A claim is closing out and the carrier has a pattern of auditing large water-loss files from your market. Before you invoice the final supplement, click + Add Audit, pick Internal Mock Audit Run Sheet, and enter the claim number and the carrier's name. Work through Documentation compliance first, since that's where auditors start, confirm the moisture map and daily logs, and enter your actual daily moisture-reading count. If it comes back below 3, that's your answer for why the auditor might flag the file, even before you reach the checkboxes. Finish Billing integrity, rate your exposure honestly, list the top three fixes in Action items, and sign off as the Project Manager. If the score lands under 90%, work the Action items list with the team before the invoice goes out, not after the carrier calls.

Related

• Reading a benchmark
• Clients and carriers
• Forwarding documents
• The decision workspace
• The Feed