CMS program audit readiness playbook

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Audit readiness assessment for healthcare payers

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Healthcare Payer Solutions

The AI Compliance Platform for Health Plans to Protect Revenue and Lower Costs

Margins are shrinking. Regulatory scrutiny is increasing. Our AI solutions automate member operations, audits and regulatory management, helping to preserve margins while protecting you from regulatory risk.

HIPAA Compliant
HITRUST Certified
ISO 27001:2022 Certified

Trusted by health plans across Medicare Advantage, Medicaid and Commercial lines of business

The Challenge

Health plans are running compliance operations across disconnected systems.

$2.5M Avg. CMS penalty per cycle

Audit Findings That Could Have Been Prevented

Repeat deficiencies signal governance failure to CMS. Most findings trace back to evidence gaps, missed deadlines or disconnected corrective actions.

6-8 wk Manual prep every cycle

Compliance Ops That Don't Scale

A&G cases, universe files, CAPs and delegate audits all growing 15%+ year over year. Manual workflows force you to add headcount just to keep pace.

Siloed data Across every department

Tools That Don't Talk to Each Other

A&G in one system, audits in another, CAPs in a spreadsheet, delegation in email. Every handoff between tools introduces delay, data loss and audit risk.

Introducing AI Agent Studio

Deploy a pre-built AI agent pilot or build one from scratch.

Intake classification, regulatory tracking and audit prep consume the hours your team needs for higher-value work. Deploy pre-built agents for those workflows today, or build custom agents for any use case.

Embedded Intelligence

AI Built Into Every Module

Usher AI assistants work inside every module. Document analysis, intelligent search, conversational dashboards and workflow automation available wherever your team works.

  • Guided task execution across all modules
  • Document analysis and data extraction
  • Knowledge search across compliance data
  • Conversational reporting and dashboards
Governed AI Agents

Pre-Built Agents for Payer Workflows

Vertical AI agents that execute complex compliance and operations workflows with governed human oversight at every critical step.
  • Appeals & Grievances intake and routing agents
  • Regulatory tracking and policy reasoning agents
  • Delegation oversight and FDR review agents
  • CMS program audit and mock audit agents

Start with pre-built agents or build your own. Pilot with clear ROI targets. Scale on your results.

Platform Modules

Solutions built for every team.

Multiple modules across teams, grouped by who uses them. Every module shares data across the full platform.

AI intelligence built into every module.

Usher AI is Inovaare’s embedded intelligence layer, purpose-built for healthcare payers. It augments decision-making while keeping your team firmly in control.

Customer Outcomes

What health plans achieve
with Inovaare.

Audit Readiness

"I feel we made the right choice with Inovaare, as they have been an incredible partner. The scrubbers and platform were tested during CMS TMP reviews and our CMS Comprehensive Program Audit last year. Our CPE audit results were excellent, and we had no findings. Authentic team and platform that works!"
Mayra R. Campuzano, CHC
Vice President, Compliance Officer, Doctors Healthcare Plans Inc

Regulatory Compliance

"I just want to take a minute more of your time to let you know how grateful I am for your partnership and support. You are very knowledgeable and always willing to help, which I very much appreciate. Thank you for everything!"
Leading U.S. Health Plan
A Senior Compliance Professional from a Leading U.S. Health Plan

Audit Readiness

"It is with great pleasure that I share with you the draft results of our 2022 CMS Program Audit. Our draft score of .41 has exceeded our hopes! This was accomplished with Inovaare consultants by our side the whole way through. This is an amazing success to be celebrated!"
Lisa Shevenell
Director Compliance, Elevance Health

Compliance Operation

"Thank you for so many reasons: your ability to expedite our release, your commitment to continuing support during our program audit, your partnership, and for being available for very off-hour calls."
Sarah Gearinger
Project Manager, Medicare Operations, Priority Health

By the Numbers

Real outcomes. Compliance and operational.

Measured across Medicare Advantage, Medicaid and commercial health plans in compliance rigor and operational efficiency.

17,000+
Regulatory Updates Tracked Annually

The Regulatory Library module tracks federal, state and CMS updates year-round with impact analysis and workflow triggers built in.

6 wk → 1
Universe prep cycle reduction

Universe preparation and Part C&D report cycles reduced from 6-8 weeks to under one week with automated validation.

Up to 3×
Faster CAP Closure Rate

Corrective action plans close up to 3x faster with closed-loop tracking, reducing consultant dependency and recurring findings.

Disclaimer: Modeled outcomes based on industry benchmarks. Assumes averages based on current client environments. Actual results may vary.

Why Inovaare

Purpose-built for Health plans. A platform that knows your regulatory environment as well as you do.

Most compliance platforms were built for financial services or general enterprise use, then loosely adapted for healthcare. Inovaare was built from day one for U.S. healthcare payers.

Challenge
Without Inovaare
Solution
With Inovaare
Custom-Built & Complex
Generic GRC platforms force you to customize everything from scratch
Built for Health Plan Success
Pre-built CMS rules, HPMS integrations and payer-specific workflows that work on day one
Disconnected & Fragmented
Point solutions for A&G, audit, and delegation that don't talk to each other
Unified & Connected
Unified platform where a complaint can trigger a PQI, a CAP, and a policy update in one connected flow
Copilots, Not Operating Model
Generic AI copilots that assist individual users but leave the operating model unchanged
AI That Operates With Oversight
Vertical AI Agent Studio with production-grade compliance, operational and delegation agents that execute payer workflows with governed human oversight
Rigid & Outdated
Legacy vendors lock you into rigid workflows that can't adapt to new CMS guidance, with 10–15% productivity lift at best
Adaptive & Outcome-Driven
Agentic AI collapses 10 screens to 2, delivers 50–60% operational lift, and shifts your team from task execution to outcome validation

FAQ

Questions health plans ask
about Inovaare.

What is Inovaare?

Inovaare is an AI-native, integrated compliance operation platform for healthcare payers. It automates the full compliance lifecycle — from Appeals & Grievances and Universe Management to Corrective Action Plans and Delegation Oversight — for Medicare Advantage, Medicaid, and commercial health plans. The platform includes 18 modules that share data natively, replacing fragmented spreadsheets and point solutions with a single, continuously audit-ready system.

Which health plan types does Inovaare support?

Inovaare is purpose-built for Medicare Advantage (MA), Medicaid and Medi-Cal managed care organizations, commercial health plans, and partners including PBMs, MSOs, MCOs, and TPAs. Unlike generic platforms, its modules are pre-configured for CMS workflows, including ODAG, CDAG, SARAG, MPDSF, and HPMS Part C and D reporting.

Is Inovaare HIPAA and HITRUST compliant?

Yes. The Inovaare Health Cloud Platform is HIPAA-compliant and HITRUST certified. All data is processed in a secure, audit-logged environment with role-based access controls. 

What is Usher AI?

Usher AI is Inovaare’s embedded intelligence layer. It automates evidence mapping, audit sampling, policy interpretation, and workflow routing across all 18 modules. Usher AI operates with human-in-the-loop validation — compliance teams retain final review and approval authority over every critical decision. It is not a standalone AI tool; it is infrastructure built into every module.

Can business teams configure Inovaare without engineering resources

Yes. Inovaare is a low-code / no-code platform designed for business users. Compliance and operations teams configure workflows, validation rules, scrubbers, and reporting thresholds directly — while IT retains governance over security, access controls, and infrastructure. New CMS rule changes can typically be deployed in days, not quarters.

Our Value

Delivering measurable outcomes

We transform your healthcare operations, helping you save hours on audit-related documentation and reporting. Achieve significant compliance-related cost savings and ensure timely, accurate regulatory submissions. 

Blue members served
0 M+
Lesser audit review time
0 %
Lower follow-up cost
0 %
First-pass submissions
0 %

How audit-ready is your health plan?

Request a complimentary compliance readiness assessment. Our team will evaluate your audit preparedness, operational efficiency, and compliance infrastructure — and deliver a scored readiness brief within 24 hours.

No PHI or plan data required. HIPAA-compliant process.
Trusted by 40+ health plans · HIPAA Compliant · HITRUST Certified
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