Private Practice Prep: Audit-Ready in 2026 (Briefing + Q&A)
Network event
11 attendees from 2 groups hosting
Details
As audit season ramps up, this session is here to help you feel prepared, not panicked.
We’ll start with quick intros so peers know your specialty and referral focus, then move into a practical rundown of the habits and workflows that make your practice audit-ready across the board — notes, intake forms, client agreements, benefit checks, and the little operational things that reviewers always look for.
You’ll walk away with:
- A simple Audit-Ready Practice Checklist
- The most common triggers for payer follow-ups (and how to avoid them)
- A repeatable documentation rhythm that stands up to review
- Small workflow changes that cut down on admin time before year-end
- Clarity on what auditors actually look for beyond notes
Format & feel
- 10 min intros · 25 min briefing · 10 min Q&A (wrap early if done)
- Business/ops focus (not clinical or legal advice)
- Cameras optional, kindness expected
- Replay available for all RSVPs
Insurance
Mental Health Professionals
Professional Networking
Private Practice
Therapists

