Exam Management

Stay in control of every audit exam from intake to closure.

SAI360’s Exam Management centralizes workflows, improves visibility, and ensures accountability across teams.

Exam Management
Centralized Exam Oversight

Centralized Exam Oversight

Manage every exam in one place with complete visibility and control.

  • Track exam status, deadlines, and documentation in real time
  • Eliminate manual handoffs with integrated workflows
  • Ensure consistency across exam types and payer requests

Streamlined Task Management

Assign, monitor, and prioritize work to keep audits moving efficiently.

  • Delegate tasks by role, department, or urgency
  • Monitor completion with progress tracking and alerts
  • Reduce bottlenecks with automated routing and reminders
Task Management
Audit Ready Dashboard

Audit-Ready Documentation

Maintain a full digital paper trail for compliance and reporting needs.

  • Capture communications, uploads, and notes in one record
  • Export documentation quickly for internal or external review
  • Align with regulatory standards and organizational policies
Ready to stop treating exams as one-off events?
Learn how to integrate Exam Management into your full compliance workflow.

Explore The Capabilities

Track exams from initial intake through final resolution in a single platform. Gain a comprehensive view of all open, closed, and pending exams with full history and context.

Visualize current workload and progress with real-time dashboards. Custom views ensure every stakeholder sees the information most relevant to their role.

Assign specific responsibilities by user, role, or department to improve accountability. Task statuses update automatically to keep teams aligned and workflows on track.

Stay ahead of due dates and documentation gaps with built-in notifications. Alerts are customizable to match your organization’s priorities and timelines.

Control who sees and edits exam data with precision. Ensure sensitive information is only accessible to the right team members.

Generate complete exam records, including notes, attachments, and timelines, in just a few clicks. Easily meet payer, auditor, or internal compliance requirements

Also on the SAI360 GRC Platform

“SAI360 combines risk assessment, incident management, and reporting all in one platform. This can streamline workflows, improve data accuracy, and enhance visibility for regulators.”
-Andrew O

Learn about SAI360’s integrated platform and
award-winning customer service

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