Getting Started Guide

Welcome to Swiftaudit! Click on the “expand screen” icon in the lower right corner of the graphic above to open the full screen tutorial in a new tab. We’ll show you how to get up and running quickly with our easy to use audit functions and menu system. Let the auditing begin!

Custom Exams

In our ongoing effort to provide auditing flexibility, we now offer the option for you to create your own custom exam checklist for any CPT category!

To begin, choose Custom Exams from the main navigation dropdown.

Each custom exam is given a name of your choosing. Gender and age requirements can also be specified.

Define up to (6) levels of custom CPT calculation by building a checklist of
optional and mandatory items you must see in the documentation to qualify for that code.

Within the Encounter, choose the desired custom exam and Swiftaudit will determine the proper code based on your responses.

You can define as many custom exams as you’d like, and Swiftaudit allows you to Upload/Download your exam definitions to share with others. Let your CPT reviewing begin!

How Does Your Physician Compare?

We know that educating your client on how to code accurately is a top priority, and we’re ready to help! Swiftaudit uses the National Provider Identifier (NPI) database to access coding data from the most recent Public Use Files (PUF) and compare your physician’s annual coding results with both local and national numbers.

From either the Provider list or the Provider detail screen you can select a graph that focuses on New or Established patients. With one click you can see how your physician measures up compared to others in the same specialty, the same zip code, or across the nation.

Use your mouse to hover over the graph and view distinct data point details for specific E&M codes. Or right-click to print your graph for a later presentation. Easy!

Swiftaudit for Teams!

Whether you’re managing a group of professional auditors, or keeping track of audits in a busy medical practice, Swiftaudit for teams can help you get more done in less time.


Share Information

Swiftaudit’s team features allow you to easily add or remove team members, share lists of favorite or often-used CPT or Dx codes, and build customized notes to save everyone time.


Work flow is easy with Swiftaudit for teams.

– Add a work item.

– Upload a chart.

– Assign the work to a specific team member.

Or don’t assign it and allow anyone on the team to pick up the work.

Team members can only see their assignments or unassigned items.

Managers can see everyone’s work.


Track Progress

Track the progress of each audit by setting the status flag to Active, Ready for Review, Under Review or Finished.

Share the work with your team, get more work done, and do it more efficiently with Swiftaudit’s team features!


Not a Swiftaudit subscriber? No problem! You can try all of our team functions as part of your 30 day free trial (no credit card info required).

Click Here to get started!


Tips for Doing Business Well

Speaking from over 25 years of experience as a contractor and business owner who has recruited and hired, written scope of work/contracts, worked for business owners, had business owners who worked for me, read contracts and worked with small/medium/Fortune 500 firms – some thoughts on doing business in today’s marketplace:

Scenario: You may be looking at contracts with small/medium businesses who are actually working  with a larger firm.  The larger firm often has a contract with the actual end customer ((government, hospitals, payor etc.). Keep in mind that it’s the end customer who drives the final actual work – whether it’s less or more work than originally planned, when the actual work starts, when the work is demanded, and all the little details required.

To get a sense of what work you may actually get, see if you can determine the actual chain of business. What are the goals of the end customer? What is the target, need, driving reason for spending the money on the project? You may not get all the details, but you might get some sense of the scope of work and the players.

It’s easy to get excited when a job is described. Remember, it’s the job of the recruiter to excite you. They are also excited and want to do a good job for you and their business.

The best thing you can do for yourself is manage your own expectations. Although everyone means well, the end customer is often a mega business with their own needs and pressures, and that can very quickly change the business landscape.

Some tips to help you grow as a person in business:

  • Get things in writing, but understand that a contract is only an understanding between parties, and goes only as far as the other party understands the job themselves.
  • Build trust with the businesses recruiting you.
  • Build a positive working relationship.
  • Build on the understanding that everyone wants to win-win.
  • Complaining might get you a few points, but no lasting satisfaction.
  • Learn who will follow through, or who will at least be honest with you.
  • Give room to those who can’t/don’t follow through. They can bring you good jobs or referrals down the road.
  • Don’t let dishonesty discourage you.
  • Don’t take things personally. Everyone has pressures and self-interests. If you have self-interest, so do they. When it works to service everyone’s self-interest, everyone wins.
  • Sometimes – give a little or let things go. It can win you a lot in the long run. If nothing else, you win your own sense of strength, giving, understanding, respect, and peace of mind in a today’s tumultuous world. And, you’ll find like-minded folks to team up with.
  • Keep moving.
  • Find the positives in the negatives.
  • Celebrate with everyone.

Shirley Moy, MBA
Owner and CEO of Swiftaudit