Payer Operations & Claims (Commercial Health Plans, Blues, Regional Plans)
Illustrative scenario

A 78% RADV Retrieval Rate Isn't a Documentation Problem — It's a Follow-Up Problem

When CMS samples 200 Medicare Advantage members for a RADV audit and the plan's medical record retrieval rate comes back at 78%, the gap between that number and the 90% benchmark doesn't represent missing records. In most cases, those records exist — they're sitting in provider offices that haven't responded to fax requests because there was no automated follow-up workflow to push them over the line.

Up and running in ~12 wkFor: VP Medicare Advantage Risk Adjustment
Estimate your payback
~4 mo
Payback period
$16.3M
Est. savings / year
+$11.3M
Year-1 net

Rough estimate — change the numbers to match your business. We scope the real figures with you on a call.

Why Provider Outreach Breaks Down Inside the 30-Day Audit Window

The 30-day CMS retrieval window sounds like adequate time until you map the actual workflow: fax requests go out, some providers respond immediately, and then the clock runs on the rest. Without a systematic follow-up cadence, the risk team's attention moves to other priorities. Providers who are slow-but-willing don't get the nudge that would get them to respond. Non-responsive providers who need escalation to a direct intervention call don't get identified until it's too late to act. The result is a retrieval rate that reflects workflow capacity, not record availability. For a national MA plan with 200K+ MA lives and $3B–$20B in premium revenue, CMS RADV findings translate directly into risk score adjustments that affect revenue.

How an Agent Runs Tiered Follow-Up Through Episource and Cotiviti

An AI Labor Company RADV retrieval agent extracts outreach logic from your Episource outreach histories and Cotiviti audit findings, learning which provider types, specialties, and geographies respond to which channels at which intervals. On receipt of a RADV sample, the agent initiates multi-channel retrieval requests immediately and executes tiered follow-up at configurable intervals — typically day 10 and day 20 — before the retrieval window closes. Providers who remain non-responsive at the final follow-up threshold are escalated to the RADV lead for direct intervention, with a pre-populated contact record and retrieval status summary. Retrieval status is tracked by provider in real time, visible through Tableau dashboards connected to Salesforce Health Cloud. Teams using this approach target 92%+ retrieval rates within CMS audit windows, with 55–75% reductions in the manual outreach hours required per audit cycle.

The Business Case: Risk Score Revenue and Audit Defensibility

RADV audits have a direct revenue consequence: records that aren't retrieved can't support the HCCs that were submitted, and unsupported HCCs result in risk score adjustments and repayment demands. Moving a plan's retrieval rate from 78% to 92%+ protects the revenue associated with the MA members in the sample — and for a plan with significant RADV exposure, that protection is worth far more than the cost of the automation. The secondary benefit is audit defensibility: a documented, timestamped retrieval workflow with escalation records demonstrates to CMS that the plan made systematic, good-faith efforts on every sampled member, which matters in audit dispute proceedings. The agent is typically live and producing results within twelve weeks.

Works with
EpicCotivitiEpisourceSalesforce Health CloudTableau
Questions

Can the agent handle retrieval requests across both fax and electronic channels?

Yes. The agent supports multi-channel outreach configurations, including fax, provider portal submission, and direct EHR connection where available through Episource. Channel priority and follow-up cadence are configurable by provider type.

How does the agent integrate with our existing Epic and Cotiviti workflows?

The agent ingests RADV sample data and provider contact information from Cotiviti and tracks retrieval status against Epic record completion flags where applicable. The integration scope is defined during the twelve-week onboarding based on your specific data environment.

What happens to providers who still haven't responded after day 20 follow-up?

Non-responsive providers at the final follow-up threshold are escalated to the RADV lead with a complete contact and retrieval history, flagged for direct phone intervention. The agent documents every outreach attempt in the audit record so the escalation trail is defensible if CMS reviews the retrieval effort.

Related use cases

Illustrative scenario for healthcare, pharma & life sciences. Figures are example ranges, not guarantees — we scope real numbers with you on a call.

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