Wondering about documentation best practices. Do you keep detailed worksheets for every calculation, or just document exceptions and findings? Trying to balance thoroughness with efficiency.
Documentation standards - what level of detail do you keep?
Documentation is critical if you ever get audited yourself or need to testify about your findings. I scan all original bills and keep digital copies of all worksheets. Better safe than sorry.
Greg - I document everything, especially calculations. When you're filing a dispute claim 6 months later, you need to be able to recreate your work exactly. The extra time upfront saves headaches later.
I keep detailed documentation but use templates to speed things up. Standard worksheets for common calculations, then detailed notes for anything unusual. Works well for defending findings.