Executive summary. Audit readiness means knowing how to find complete, relevant records without pushing staff into an uncontrolled document search.
Definition
PBM audit readiness is the ability to provide organized evidence in response to a pharmacy benefit manager’s audit request.
Where this work lives in Attergo
Compliance Binder, alongside the relevant Attergo billing, margin, and inventory records, is where an organized response comes together. Give the request one owner, keep the requested evidence in one place, and record the final response and any follow-up work.
Keep policies, dispensing records, signatures where applicable, purchase records, and correspondence organized under your retention policy. Requests vary, so the preparation that pays off is reliable recordkeeping rather than one prebuilt folder.
Review and follow up
When a notice arrives, preserve the original, note the deadline and the scope, and name a responsible lead. Ask for clarification where the scope is unclear, and resist sending unrelated patient or business information simply because it exports easily.
Final decisions stay with the role your organization holds accountable for them. Record the decision on the item, with the evidence behind it, so the next person to open it does not start over.
Frequently asked questions
Who should use this Attergo workspace?
The role that owns the next action leads it: a billing specialist, an authorization coordinator, an inventory lead, a pharmacist, a compliance lead, or a finance reviewer. Access follows the role your organization assigns.
Referenced standards and further reading
- HHS OCR: Audit protocol ↗U.S. Department of Health and Human Services