Insufficient supporting documentation is one of the most common reasons for failing a healthcare payor audit. Despite the high risks associated with a failed audit, many providers struggle to navigate the complexities of their ABA and multidisciplinary care session notes. Each funder has different requirements, and RBTs have varying degrees of writing ability. As a result, organizations face many challenges in ensuring compliance to avoid costly errors. Most organizations don’t have the capacity to audit their notes manually. However, with the surge of AI-boosted technologies, practices can automate the process to ensure consistency, accuracy, and compliance without burdening their clinical team.
Challenges with Session Note Documentation
Ensuring documentation consistently meets payor requirements is an ongoing obstacle for many providers. There are several potential reasons for this.
- Variability in Writing Quality–Session note quality can vary considerably based on the rendering provider’s writing abilities. Some RBTs and BCBAs struggle to clearly and objectively document their observations, learners’ responses to care, barriers to progress, and other pertinent information.
- Time Constraints–There are often time constraints at play impacting the quality of session documentation. RBTs often have minimal time between sessions to complete notes, resulting in them rushing through.
- Payor Requirements Vary–Each payor has different requirements for session note documentation, making it challenging for providers to remember which funders require various components. Requirements can also change over time, which can be difficult for busy providers to keep up with.
- Lacking Knowledge of Payor Requirements–RBTs typically don’t receive training specific to documentation requirements per payor. Without prompts and safeguards in place, this often leads to notes that lack essential information.
- Poor Legibility–Poor handwriting is a familiar challenge for organizations that complete hand-written session notes. An ability to read clinical notes is critical for substantiating services.
- Retention of Session Information–Despite our best efforts to recall session information, our memory often fails us. If notes are not written at the end of the session, therapists may struggle to recall key details that must be accurately reported.
The Importance of Session Note Auditing
Session note auditing should be a primary component of any healthcare organization’s revenue cycle management. Catching missing, inaccurate, or incomplete documentation before sending claims to payors is imperative for avoiding failed audits. Yet, most providers only have the time and capacity to manually audit 5-10% of their notes. Many don’t audit documentation at all.
Ensuring documentation accuracy and completeness before billing is necessary for substantiating claims. Internal data shows that 80% of session notes fail at least one payor requirement, highlighting the need for pre-billing audits. Failing to audit session notes puts organizations at great risk of the following.
- Denied claims
- Recoupment of funds
- Increased audits
- Administrative burdens
- Potential loss of payor contracts
When errors are identified during manual audits, efficiently managing the corrections workflow can be problematic. Rerouting incomplete or inaccurate session notes to the staff for correction, tracking when corrections are made, and analyzing trends to inform training opportunities is complex, time-consuming, and often disjointed. Without an integrated system for managing this workflow, corrections are often missed or delayed, and staff continue to make the same mistakes, further compounding the risks.
Leveraging AI for Enhanced Auditing Capabilities
Many funders are leaning on AI-powered auditing to catch documentation inaccuracies and ensure compliance. ABA and multidisciplinary practices can also leverage AI for pre-billing audits to catch and correct errors before they get submitted to the payor.
AI-powered session note auditing automates the process, ensuring compliance with individual funder requirements. AI session note audits integrated within your practice management system offer a seamless workflow.
- Daily Note Audits–Advanced AI algorithms identify inaccuracies, missing information, duplicate content, and other errors.
- Automated Repairs–Minor errors are automatically fixed and labels are added for each error type for efficient tracking and analysis.
- Route Errors for Resolution–For more complex errors that require manual editing, AI-powered solutions can route errors to the correct staff member to ensure resolution before billing.
- Analyze Data–Robust reporting allows for seamless error monitoring and data analysis. The ability to track the frequency and types of errors and audit fail rate by employees enables providers to inform training initiatives.
The Ethics of AI in ABA
It’s natural to approach AI with some skeptical curiosity. Many clinicians express hesitancy in integrating AI into their practice. However, ethical AI integration in ABA is possible.
Some of the primary considerations to ensure ethics are at the forefront include:
- Transparency–Understanding how AI is embedded into a particular tool and where the data is coming from is vital.
- Security & Privacy–Maintaining HIPAA compliance and data security is critical. AI tools must ensure the protection of client data.
- Human Judgment–Above all, AI tools should not replace human judgment. AI can support clinicians in tasks that allow them to focus more on clinical care. However, as Dave Stevens, Senior Director of AI said, “We always want the clinicians and technicians to be in charge of the final output.
- Understand Biases–When leveraging AI tools, clinicians must understand and plan for inherent biases.
“But I think if we can approach it (AI) with some balance and some curiosity, we’ll find ourselves in a better position to make informed decisions for ourselves, for our organizations, and ultimately for those that we serve.”
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