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June 30, 2025

June 30, 2025

Preparing for an audit: What IDD agencies need in place

Preparing for an audit: What IDD agencies need in place

Preparing for an audit: What IDD agencies need in place

Woman smiling and on her phone.
Woman smiling and on her phone.
Woman smiling and on her phone.
Woman smiling and on her phone.

Overview


Audits aren’t just possible—they’re inevitable. Whether conducted by your state Medicaid office, a managed care organization (MCO), or another oversight body, audits are a regular part of doing business as an IDD provider. And when they happen, you need more than good intentions—you need the right documentation, systems, and processes ready to go.


The best way to reduce audit stress is to treat readiness as an everyday habit, not a last-minute scramble. When compliance is built into the way your agency operates, audits become easier to navigate—and a lot less nerve-wracking.


Here’s what every IDD agency should have in place to prepare for audits and protect their services, staff, and funding.

Complete, defensible documentation


Auditors want to see what happened, when it happened, and how it connects to the individual’s plan of care. That means every service log needs to include time in/out, staff credentials, location, service type, and a narrative that clearly explains the support provided.


Most importantly, each entry must tie back to the person’s authorized Individualized Service Plan (ISP). If those links aren’t clear, claims can be denied—or worse, repayments could be requested. Real-time, structured documentation helps ensure every note is defensible and audit-ready.

Man laughing.
Man laughing.
Man laughing.
Man laughing.

Catch errors early


Even small mistakes can raise red flags: a missing signature, an incorrect billing code, a service logged outside of an authorized window. Agencies need a way to catch those issues early—before documentation is submitted or claims go out the door.


That starts with built-in checks and supervisor reviews. When your system flags incomplete entries or inconsistencies automatically, staff can correct them quickly, and your compliance risk stays low.

Service alignment with ISP


Auditors aren’t just looking for logs—they’re looking for evidence that services were delivered as planned. Your agency needs to demonstrate that every service aligns with the individual’s goals, outcomes, and authorized supports.


Digital platforms that link daily notes directly to ISP goals make this easy to show. They also help staff understand why the support they’re delivering matters—which improves both documentation quality and service delivery.

Produce reports and records


When you get an audit notice, you don’t want to spend days tracking down files, organizing notes, or chasing paperwork across programs. Your team should be able to pull reports, logs, and summaries quickly, confidently, and in the format your reviewers require.


That kind of readiness comes from having all your data in one place—not scattered across spreadsheets, file cabinets, or disconnected systems. Centralized records reduce audit prep time and help your agency respond with clarity and professionalism.

Person looking at their phone with Giv on it.
Person looking at their phone with Giv on it.
Person looking at their phone with Giv on it.
Person looking at their phone with Giv on it.

A culture of compliance


Ultimately, audit readiness isn’t just about having the right tools—it’s about how your team approaches documentation every day. When staff are trained, supported, and working in systems that guide compliance from the start, documentation improves across the board.


A culture of compliance means less rework, fewer surprises, and more confidence when an audit happens. It also gives leadership the peace of mind that your agency is not just meeting requirements—but exceeding them.

Giv 


At Giv, we believe audit readiness should be built into your daily workflow—not something you scramble for when the email arrives. That’s why our platform is designed to support defensible documentation, smart review workflows, and clear, ISP-aligned service records.


With Giv, DSPs document in real time using mobile tools that prompt for everything Medicaid requires. Supervisors can review and approve with just a few clicks. And leadership has access to the reports and audit trails they need at a moment’s notice.


When compliance is part of how your agency runs—not an extra task—audits become one more thing you’re ready for. Giv helps you get there. Learn more by exploring our product here.

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