Retrieval, Abstraction & Audit Readiness Executed as a Service

How Podero Executes From Chase List to Audit-Ready Output

Podero supports the operational work required to retrieve records, process CCD evidence, abstract clinical documentation, validate evidence, and produce audit-ready outputs.

Built for HEDIS® & Stars execution
Designed for payer quality teams
Supports prospective and retrospective workflows

Chase List Intake

Member, provider & measure data

Chart Retrieval / CCD

Records & digital evidence collected

Abstraction

AI-assisted, human-validated

QA & Audit Readiness

Evidence validated & traceable

Submission-Ready Output

Defensible supplemental evidence

Every case traceable from request to evidence output

The Problem

Why Quality Operations Break Down

✕

Records are not retrieved before review deadlines

✕

Provider requests are sent to the wrong location

✕

CCD evidence lacks source traceability

✕

Evidence exists but is not abstracted correctly

✕

QA happens too late to prevent rework

✕

Supplemental evidence fails audit validation

Most quality programs do not fail because gaps are unknown. They fail because the operational work needed to retrieve, validate, and submit defensible evidence breaks down.

Execution Reality

Finding gaps is easy.
Producing defensible evidence is where programs break.

Health plans often know which members and measures need attention. The harder work is retrieving records, validating source evidence, abstracting accurately, preserving traceability, and producing outputs that can withstand audit review.

Evidence abstraction & validation in progress

Source Document

Office visit note · 03/14/2026

Detected Evidence

HbA1c result · 6.8% · compliant

Human Validation

Accepted · page 4 · traceable

Audit Readiness

Member · provider · DOS verified

Operational Execution

How Podero Executes From Chase List to Audit-Ready Output

Before outreach begins, Podero checks available provider retrieval intelligence to identify preferred channels, centralized records departments, and known retrieval instructions.

01

Chase List Intake

Receive member, provider, measure, and gap data.

02

Provider & Source Identification

Identify providers, locations, and data sources tied to each open gap.

03

Provider Retrieval Intelligence Check

Check available retrieval intelligence for preferred channels, centralized records departments, and known instructions.

04

Chart Retrieval / CCD Collection

Retrieve records and digital evidence through portal, fax, EMR access, email, mail, onsite, and CCD pathways when applicable.

05

Document Preparation

Match records to members, measures, providers, and dates of service.

06

AI-Assisted Evidence Detection

Identify potential compliant, non-compliant, exclusion, and negative reason evidence.

07

Human Abstraction & QA

Review, accept, reject, or correct AI findings with page-level traceability.

08

Audit Readiness Validation

Check evidence for source, member, provider, date, measure logic, and traceability risk.

09

Submission-Ready Output

Generate structured outputs aligned to client reporting needs.

Technology supports the workflow. Operational execution drives the outcome.

Operational Workflows

Operational Workflows That Produce Defensible Evidence

Each workflow is designed to turn chase lists and raw clinical data into measure-aligned, traceable, audit-ready evidence.

Chart Retrieval Execution

  • Provider outreach and follow-up
  • Fax, portal, EMR, mail, and onsite pathways when applicable
  • Centralized records department routing
  • Retrieval status tracking
  • Provider-level retrieval insights

Clinical Abstraction

  • Measure-specific evidence review
  • AI-assisted evidence detection
  • Human validation
  • Manual correction when needed
  • Page-level evidence traceability

CCD / Digital Evidence Processing

  • CCD evidence extraction
  • Value set and measure mapping
  • Source lineage preservation
  • Clinical data normalization
  • Supplemental-ready output preparation

Audit Readiness Validation

  • Member identifier checks
  • Provider/source validation
  • Date of service integrity
  • Measure logic validation
  • Audit-risk and blocker detection

System Architecture

PromedyRecs powers the operational workflow behind Podero's retrieval, abstraction, CCD evidence processing, and audit readiness support.

Inputs

Chase List Intake

Member, provider & measure data

Podero Data Exchange™

Provider record retrieval channel

Podero CCD Sync™

Digital evidence ingestion

PromedyRecs™

Operational Workflow Engine for Retrieval, Abstraction & Audit Readiness

✓ Create and manage all chart requests
✓ Track retrieval across all channels
✓ Index, review, and abstract evidence
✓ Manage QA, overread, and audit readiness

This is where all work is executed and managed. All evidence flows here.

Outputs

Indexed Evidence

Clinical Abstraction

QA / Overread

Submission-Ready Output

How Podero Supports Retrieval, Abstraction & Audit Readiness

Chart Retrieval Workflow

Multi-channel record retrieval execution

  • Provider and source identification
  • Retrieval across fax, portal, EMR, mail, and onsite pathways
  • Centralized records department routing and follow-up

👉 Feeds retrieved records into abstraction and validation.

Abstraction Workflow

AI-assisted, human-validated evidence review

  • Measure-specific evidence detection
  • Human validation and manual correction
  • Page-level evidence traceability

👉 Turns charts and digital data into measure-aligned findings.

CCD Evidence Workflow

Digital clinical data processing

  • Extract, map, and normalize CCD evidence
  • Preserve source lineage and value-set alignment
  • Prepare supplemental-ready output

👉 Converts digital data into usable, traceable evidence.

Audit Readiness & Output Workflow

Validation and submission-ready evidence

  • Member, provider, date, and measure logic validation
  • Audit-risk and blocker detection before submission
  • Generate structured supplemental output

👉 Final check before evidence moves to submission.

Readiness indicators are surfaced before submission. See the Audit Readiness Framework →

Execution Layer

Execution Layer That Drives Evidence Production

Use operational visibility to identify where work is stuck — retrieval, prep, abstraction, QA, audit readiness, or output generation.

Case Execution Board

Live workflow status

Chart Retrieval

142 in progress

On track

Document Prep

98 pending

Needs attention

Abstraction & QA

210 active

On track

Audit Readiness

64 validating

On track

Submission-Ready

321 complete

Complete
Surfaces where evidence work is stuck
Tracks status across every workflow stage
Prioritizes cases at risk before deadlines

Why It Works

Built from Real Quality Operations Experience

Built by payer-side quality leaders

Designed by people who ran HEDIS® and Stars retrieval, abstraction, and audit-readiness operations — not just engineers.

Built around real retrieval & abstraction workflows

Every workflow maps to how payer quality teams actually retrieve, abstract, and validate evidence.

Focused on supplemental data & audit readiness

Podero does the operational work to produce defensible, submission-ready evidence — not just dashboards.

MY2026 pilot onboarding now open · Limited availability

Run a Pilot Before It Becomes Rework

Start with a focused 30–90 day pilot across selected measures, members, and workflows. Validate retrieval, abstraction, CCD processing, and audit-readiness execution before scaling.