Is Your Retrieval Workflow 2026-Ready?

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Email ID (For report)

What is your average retrieval completion rate when operating at scale?

A. >90% B. 80%–89%. C. 70%–79%. D. Below 70%

Can you produce a time-stamped, end-to-end "Defensibility Trail" for every chart to prove "best effort" before an audit begins?

Yes No

How does your team currently handle "unresponsive" facilities during a retrieval cycle?

A. Automated escalation based on facility-specific turnaround intelligence. B. Standardized manual follow-up every 7–10 days. C. We rely entirely on our vendor’s internal (and often opaque) process. D. Reactive "chart chasing" once we realize we are behind schedule.

What percentage of your retrieval spend is currently lost to "rework" (re-requesting charts due to poor image quality or incorrect member matching)?

Is your record retrieval platform digitally integrated with your Risk Adjustment/Coding platform, or is there a "manual bridge" (e.g., downloading/uploading PDFs) where data integrity is at risk?

Integrated (Seamless end-to-end governance). Manual Bridge (Fragmented and prone to version-control errors).

In a retrospective review, what percentage of your retrieved charts are flagged as "unusable" due to missing provider credentials, illegible signatures, or lack of encounter-date alignment?

A. <2% (We have automated QC at the point of ingestion). B. 2% – 10%. C. >10% (Significant rework required). D. Unknown (We don’t audit our retrieval quality until a CMS notice arrives).

How deep is your visibility into the "Active Chase" pipeline across your provider network?

A. Real-time dashboards showing status, fax success, and appointment logs for every facility. B. Weekly static reports provided by our retrieval vendor. C. Monthly high-level summaries with no facility-level granularity.

For every "No Record Found" or "Provider Refusal," can you immediately produce a unified audit trail of all outreach attempts (calls, faxes, and escalations) to prove "best effort" to CMS?

Yes (We have a unified operating system for traceability). No (Our documentation is fragmented across different systems/vendors)

Is Your Retrieval Workflow 2026-Ready?

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