Catch documentation and billing problems the day they happen.
Not the day the surveyor arrives. Audit Shield reads your service notes straight from your EHR, checks each one against Colorado's A1924 and A4064 standards, and holds any flagged billing unit before it leaves your agency.
- Colorado HCBS only
- Works on top of your EHR
- Not an EHR · nothing to migrate
- No new logins for caregivers
Ten questions an auditor would ask before they ask you.
Each one is drawn from a real Colorado HCBS host home citation. You'll see where your documentation would hold, and where a gap could reach a member, a caregiver, or the agency itself.
Three ways agencies lose money they already earned
Every one of these is real, common, and invisible until a survey finding or a denial notice arrives, because nothing checks the paperwork the day it's written.
That's what federal auditors told Colorado to repay in July 2026 for in-home disability care claims, with up to $45 million more still under review. The state's own position: these were “isolated documentation and system-related issues,” not services that weren't delivered.
Sources: HHS Office of Inspector General, report A-07-24-03260 (July 2026) · HCPF's response · The Colorado Sun. The care happened. The documentation didn't prove it, and that distinction cost eight figures.
"Your caregiver wrote 'provided support' again."
Generic notes fail SCC-4 review. By survey time there are hundreds of them. Audit Shield flags it while the caregiver still remembers the day, and can fix it in two minutes.
"48 units denied. The PAR expired 3 days ago."
The service kept running; the authorization didn't. Audit Shield holds those units at the gate, tells you the PAR lapsed, and releases them clean once it's renewed.
"The surveyor asks for consent forms. Yours were superseded in June."
Template updates don't announce themselves. Audit Shield tracks consent status per individual, including supersessions, so an outdated form never surprises you.
How it works: three steps, no new workflow
Your team keeps working in the system they already use. The shield works behind them.
It reads your system of record
Audit Shield connects directly to the system your caregivers already write in. Today that’s a live Wix integration, with CSV import for everything else, and each note is audited as it lands. No double entry, no new system for caregivers to learn, no data migration.
It audits against the actual rules
Every service note is checked the day it’s written against the six documentation rules Colorado surveyors cite most, each one naming the regulation it enforces, drawn from A1924 and A4064, the compliance gate CDPHE surveys against and the payment gate HCPF pays against. Seventy more are built and validated; they switch on for your agency as your data supports them, and where a rule can’t be reached we say so rather than scoring it as a pass.
Findings routed, fixes in minutes
Audit as each note is written, or on a schedule that fits your workflow. Either way, problems arrive as plain-language nudges to the right caregiver, and billing units with unresolved problems are held. Nothing leaves your agency carrying a denial.
The best audit is the one with nothing to find
Catching bad notes helps. Preventing them is better. Audit Shield gives caregivers a phone flow that turns the day they already worked into the note they have to write.
Today's plan arrives as a push
Meds, meals, goals and appointments, pulled straight from the individual's plan of care. No hunting through a binder, no guessing what counts.
Every tap is documentation
Marking a task done timestamps it and drafts a line in tonight's note. Goal practice, community outings and med times log themselves as they happen.
The note is already written
The caregiver adds how the person responded, in their own words. That is the part that makes a note individualized and survey-proof. Two minutes, not twenty.
Built for the workforce you actually have: large touch targets, plain language, no new login, works on the phone in their pocket.
Walk your own survey before they walk it for you
Self-survey mode is a guided digital walkthrough of the points a Colorado surveyor inspects. The same path they take, run on your schedule instead of theirs.
Every point they can ask about
Documentation, medication administration, rights and consent, incident reporting, staff credentials, the home environment. Each point scored pass, gap, or needs review.
Proof pulled, not hunted
Where you already have evidence on file, Audit Shield attaches it to the point. Where you don't, it says exactly what's missing and who can produce it.
The binder assembles itself
Pick the individuals and the date range and Audit Shield builds the inspection binder (notes, MARs, consents, incidents) in minutes instead of days.
Run the walkthrough quarterly and a survey stops being an event. It becomes a day you were already ready for.
One dashboard: is every note in, and is it clean?
Built for the person who answers to the surveyor
The agency view answers the only question that matters each morning, then backs it with the trail a surveyor wants to see.
- Whole-agency completeness board: every home, every day, green–amber–red
- Billing gate: units held until their notes are fixed
- Plain-language nudges routed to the caregiver who can fix it
- Rights & consent tracker with template supersession
Run your own numbers
Every claim rides on a daily note. Set your agency's size and see what your documentation is carrying. Your numbers, not ours.
Estimates for illustration only, computed from your inputs. Not a guarantee of audit findings or recoveries. Audit outcomes depend on your payer mix, programs, and documentation practices.
What it costs
Priced by individuals served. No setup fees, no per-user seat fees. Annual billing available. Two months free.
| Plan | Individuals served | Monthly | Annual |
|---|---|---|---|
| Starter | Up to 8 | $349/mo | $3,490/yr |
| Foundation | 9–15 | $549/mo | $5,490/yr |
| Professional | 16–35 | $849/mo | $8,490/yr |
| Premier | 36–60 | $1,299/mo | $12,990/yr |
| 60+ | Enterprise | Pricing on request. Talk with us | |
Founding Agency Rate
The first 5 agencies to sign receive 20% off their plan rate for the lifetime of their subscription. The discount never expires and carries through any plan upgrade.
The math, plainly
One denied claim for 48 units at the T2016 rate costs more than a month of Audit Shield at any tier. The shield only has to catch one.
Your notes are either evidence for you, or against you.
Book a 10-minute call. We'll run a live audit on a sample of your agency's own documentation and show you exactly what Audit Shield catches, and what it would have caught last week.
Book a 10-minute demo