Operational Performance Audit
See What’s Really Happening Inside Your Agency
Turn Operational Problems Into Measurable Improvements
What We Review
Intake & Referral Workflow
We evaluate how referrals are received, documented, assigned, followed up on, and converted into active cases.
Caregiver Scheduling & Case Coverage
We review scheduling practices, open shifts, replacement procedures, calls-out, uncovered hours, and communication between coordinators and caregivers.
EVV & Visit Management
We examine recurring EVV exceptions, missed or incomplete visits, correction processes, and internal responsibility for resolving outstanding issues.
Authorization & Order Control
We assess how authorizations, service orders, expirations, changes, and required follow-ups are monitored to reduce interruptions in service and prevent avoidable billing issues.
Payroll & Billing Workflow
We review the operational processes connecting completed visits, EVV, payroll preparation, billing readiness, corrections, and reconciliation.
Policies & Procedures
We compare written procedures with actual daily operations and identify areas where policies, responsibilities, or internal controls may need clarification or improvement.
Staff Workflow & Accountability
We examine how work moves between intake, coordinators, HR, payroll, billing, and management—including duplicated tasks, unclear ownership, communication gaps, and unnecessary manual work.
What You Receive
An operational performance audit is designed to give management a practical roadmap—not simply a list of problems.
Following the review, DSM World Consulting can provide:
Recommendations are prioritized so management can understand what needs immediate attention, what can be improved over time, and where operational changes may produce the greatest impact.
From Audit to Action
Finding a problem is only the first step.
DSM World Consulting can also help redesign workflows, establish tracking systems, develop policies and procedures, define staff responsibilities, and create practical performance controls based on the findings of the audit.
The result is an operation that is easier to manage, easier to measure, and better prepared for sustainable growth.
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Know Where Your Agency Stands
Operational challenges are easier to correct when you can see exactly where they begin.
See What’s Really Happening Inside Your Agency