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Audit Requirements (Checklist) (Motivity Practice Management)

This article applies to Motivity Practice Management. It explains the optional Audit Requirements checklist in the Contracts module.

This optional checklist allows you to track and ensure compliance with all audit requirements written out in your contract.

Indicate whether the contract has the given requirement by selection Yes, No, N/A, or the ? option.

Each requirement includes a gray pencil icon beneath the title. Click the pencil to document the specific requirement, takes notes or upload related documents.

audit

The Audit Requirements checklist in the Contracts module in Motivity Practice Management, with Yes, No, N/A and ? options and a pencil icon under each requirement.

Selecting Yes for any item may require a audit compliance entry to be added in the Compliance tab. For more details, see the article Compliance

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