Your results in My QA

If your clinic audits records, your own results live in the My QA tab on your dashboard. You don't need access to the QA tool to see them.

The tab appears once you have a released audit or an open to-do. It won't appear at all if your clinic keeps QA results private.

What you'll see

Across the top: cases with nothing noted, your gold stars, how many clean cases in a row, and your open to-dos (or your average score, if your clinic grades with points). Below that are five tabs:

• Wins: gold stars and good work auditors noted. If your clinic has milestones on, badges like a clean streak show here, with a Share button that copies a line for a Feed post.
• Focus next: the team's current focus, What to work on (errors noted for you most often, for the Last 90 days or All time), Charges to fix, and Feedback auditors wrote for you. Click a case number to open that case.
• Cases: every reviewed case, with New on ones you haven't read yet.
• Trends: month by month, and Scores by role if your clinic grades with points.
• To-dos: things you've been asked to fix.

You only see audits after they've been finalized and released. You only ever see your own errors, never a case-mate's.

Work your to-dos

Each open to-do shows its case and how long it's been waiting. It turns red once it's overdue.

1. Click the to-do to see the case it came from.
2. If there's a Fix it link, use it to open the record.
3. Click the circle to mark it done (you can Undo). Done to-dos move under Done, where you can Reopen one.

Read a case

Click a case on the Cases tab to open My reviewed cases. Pick a case to see:

• Errors noted for you (or What affected your score), with any note from the auditor and a link to the related SOP.
• Case notes and Feedback for you.
• Your to-dos on that case.
• Record Link → to open the chart.

When you've read it, click Got it — I've read this. On the Cases tab, Mark all N read clears every New at once. Auditors can see which released audits haven't been read yet.

Question a result

Disagree with something? Click Question a result and pick the case. Click Question this next to a specific error, or Question something else. Say what you disagree with and why, then click Send. You'll get a notification when an auditor decides. The case shows Question pending, Result changed or Result kept.

Your clinic can switch questions off, or close them a set number of days after results are shared. Then the button doesn't show, or the case says how long results can be questioned.

Save a report

Click Print my record, choose a Report period (or leave it blank for all time), and click Open report. A print view opens with your wins, cases, billing errors, to-dos, recurring errors and feedback. Save it as a PDF from your browser's print dialog.