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Health Plan Consulting for UM Compliance, Delegation Oversight & Audit Readiness

We strengthen UM operations, vendor oversight, appeals workflows, and audit artifacts so your program is defensible, consistent, and scalable.

Problems We Solve

  • Delegated UM oversight gaps (inconsistent evidence, weak monitoring cadence)
  • Timeliness, notice language, and documentation inconsistencies
  • Appeals/grievance workflow weaknesses and poor standardization
  • Audit risk due to missing artifacts and unclear governance
  • Operational variability across vendors, MSOs, IPAs, and internal teams
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What We Deliver

UM Policy Suite + Operational Alignment

UM Policy Suite + Operational Alignment

Timeliness, peer review, medical necessity documentation, continuity of care, appeals process mapping.
Delegation Oversight Toolkit

Delegation Oversight Toolkit

Audit schedule, scorecards, performance thresholds, corrective action templates, reporting cadence.
Appeals & Grievance Workflow Standardization

Appeals & Grievance Workflow Standardization

Playbooks,scripts, templates, training, QA sampling methods.
Training Modules + Competency Checks

Training Modules + Competency Checks

Role-based training for UM nurses, medical directors, appeals staff,vendor managers.
Audit Readiness Binder

Audit Readiness Binder

Evidence mapping: policy → process → logs → samples → QA → corrective actions.

Engagement Offers

UM Compliance Gap Scan (10 business days)
Map policy → operations → evidence. Deliver prioritized corrective actions.

Delegation Oversight Build-Out (30–60 days)
Scorecards, governance cadence, audit tools, and operational controls.

Audit Prep Sprint (2–4 weeks)
Rapid artifact build, mock audit, and staff readiness training.

KPI Examples We Help Establish

  • UM timeliness performance (by service type)
  • Appeal overturn rates and root causes
  • Provider abrasion indicators (peer-to-peer cycle time, complaint drivers)
  • Delegated entity scorecards and corrective action closure rates
Contact Us

Build a defensible UM program with evidence that holds up.

Request a scope and deliverables list.