Run SNF Ancillary Charge Capture Audit — Free

Audit Scope and Source Documentation

Audit period and sample population documented critical (required)

Audit record identifies the date range reviewed, number of resident accounts sampled, and the ancillary service categories included.

Source documents available for each sampled charge critical (required)

Each sampled ancillary charge is supported by a source record such as service log, ticket, order, receipt, or resident statement.

Yes No N/A

Charge date matches service date critical (required)

The posted charge date aligns with the date the ancillary service was provided or the date authorized by policy.

Yes No N/A

Charge amount matches supporting documentation critical (required)

The billed amount matches the approved rate, receipt, or fee schedule for the service rendered.

Yes No N/A

Beauty Shop Service Charge Capture

Beauty shop service log completed for each billed resident critical (required)

Service log includes resident name or identifier, service type, date, staff member, and charge amount.

Yes No N/A

Resident authorization or consent on file where required critical (required)

Documentation shows the resident or authorized representative approved the beauty shop service and related charge, when required by facility policy.

Yes No N/A

Beauty shop charges posted to the correct resident account critical (required)

Charges are assigned to the correct resident and not duplicated, omitted, or posted to the wrong account.

Yes No N/A

Beauty shop pricing aligns with posted fee schedule

The amount charged matches the facility's approved and posted beauty shop fee schedule.

Yes No N/A

Ancillary Supply and PPE Charge Controls

Billable ancillary supplies are itemized and supported critical (required)

Itemized documentation exists for supplies charged to residents, including quantity, unit price, and service context.

Yes No N/A

PPE-related charges are permitted by policy and law critical (required)

Any PPE-related charge is reviewed against facility policy and applicable employer payment requirements before billing to a resident.

Yes No N/A

No duplicate or bundled charges identified critical (required)

The audit did not identify duplicate postings, double billing, or bundled charges that obscure the actual ancillary service billed.

Yes No N/A

Charge adjustments and refunds documented

Any reversals, credits, or refunds related to ancillary charges are documented with reason, date, and approving authority.

Yes No N/A

Operational Safety and Environment

Beauty shop area free of blocked exits and ignition hazards critical (required)

Egress paths are unobstructed and the area is free from obvious fire hazards, including improper storage of flammables or heat-producing equipment.

Yes No N/A

Electrical and equipment cords in safe condition critical (required)

Portable equipment, cords, and plugs used in ancillary service areas are intact, not frayed, and not creating a trip or shock hazard.

Yes No N/A

Required PPE available and used appropriately

Staff use the PPE required for the task, and PPE is available in the service area when needed for resident care or cleaning activities.

Yes No N/A

Housekeeping and sanitation adequate in service area

Work surfaces, tools, and storage areas are clean, organized, and maintained to reduce contamination and safety risks.

Yes No N/A

Reconciliation, Exceptions, and Sign-Off

Missed ancillary charges quantified critical (required)

Any omitted charges identified during the audit are quantified by resident, date, service type, and dollar amount.

Note (optional)

Exceptions categorized by root cause

Exceptions are categorized, such as missing documentation, incorrect rate, incorrect resident account, or unauthorized charge.

Note (optional)

Corrective action plan documented critical (required)

For any failed critical item or material exception, document the corrective action, owner, and target completion date.

Inspector sign-off completed critical (required)

Inspector confirms the audit findings and completion of required follow-up actions.

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Run: SNF Ancillary Charge Capture Audit

Audit Scope and Source Documentation

Beauty Shop Service Charge Capture

Ancillary Supply and PPE Charge Controls

Operational Safety and Environment

Reconciliation, Exceptions, and Sign-Off

Get your results