Top 5 Clinical Audit Checklists

Easily identify deficits in crucial areas of patient care

Mobile clinical audit app to improve the quality of care

A Clinical Audit, formerly known as a Medical Audit, aims to improve the quality of patient care and clinical outcomes through the peer-led review of practice against evidence-based standards. As a quality improvement process, local and national clinical audits can help healthcare practitioners identify deficits in current practice, administer excellent clinical service, and uphold professional standards.

Multidisciplinary teams in healthcare facilities use a clinical audit checklist to ensure the completion of the clinical audit cycle—preparation and planning, selecting the standards/criteria, measuring performance, implementing changes, and sustaining improvements. This article features:

  1. crucial areas of patient care;
  2. a mobile app to streamline clinical audit data gathering and reporting; and
  3. free clinical audit checklists you can download, customize, and use.

Click here to download free & customizable clinical audit checklists

Preparation and planning for the clinical audit begins by determining exactly what the multidisciplinary team (clinical audit committee) should be auditing. As a rule of thumb, an area of care where obvious shortcomings exist is the starting point of clinical audits. Clinical improvement managers and audit leads should also look at high-volume, high-risk, and high-cost areas such as the following:

Intensive/Critical Care Unit

High-risk sepsis admissions from the ward, unit-acquired infections in blood, and out-of-hours discharges to the ward have significantly decreased in different parts of the UK as a result of clinical audits. To prevent avoidable infection during patient care, the clinical audit committee should regularly assess the hand hygiene techniques of healthcare practitioners using a mobile-ready hand hygiene audit checklist. After 3-6 months of implementing changes, a clinical re-audit is necessary to validate effectiveness and sustain improvements.

Medical Records

Quality healthcare is based on accurate and complete clinical documentation in medical records. US healthcare institutions and their associates who handle protected health information should stay compliant with the Health Insurance Portability and Accountability Act (HIPAA) by conducting security risk assessments. The clinical audit committee should evaluate the administrative, physical, and technical safeguards currently in place, address time-sensitive gaps and avoid costly fines and legal action with a digitized HIPAA-compliance checklist.

Admission and Discharge

Non-clinical transfers, unplanned readmissions and delayed discharges result in low patient satisfaction. The clinical audit committee should inspect transitions of care, medication safety, and outpatient follow-up procedures to reduce bottlenecks and ease patient flow. Starting discharge planning on the date of the admission and writing digital SOAP notes, instead of hiring medical scribes, also shortens wait times and encourages more patient-centered care. Common clinical audit improvements include new documentation methods, better communication systems, and efficient checking mechanisms.

Clinical Audit App

iAuditor, the world’s most powerful audit checklist app, can help clinical audit committees streamline clinical audit data gathering and reporting, easily identify deficits in current practice, and improve the quality of patient care. With the iAuditor mobile app, you can:

  • Perform clinical audits with a mobile device. Request a demo.
  • Capture photo evidence of the clinical audit cycle
  • Gain real-time clinical audit data and actionable insights with iAuditor Analytics
  • Automatically generate and share clinical audit reports to members of your organization. Preview sample report.
  • Use for free with small teams. Unlimited reports and storage for premium accounts. Compare pricing plans.
iAuditor clinical audit checklist app

Try iAuditor Clinical Audit App for Free

1. Clinical Audit Checklist

A clinical audit checklist is used by multidisciplinary healthcare practitioners to improve the quality of care by comparing current practice against best practices criteria. This clinical audit checklist has been designed to make it easier for clinical audit committees to evaluate the performance and effectiveness of clinical audits. Use this mobile-ready clinical audit checklist to easily:

  1. Identify clinical audit lead, committee members, and stakeholders
  2. Assess preparation and planning, standards/criteria selection, performance gauging, change implementation, and improvements maintenance
  3. Document the clinical audit with photos and additional notes
  4. Send real-time notifications of to-do tasks or corrective actions
  5. Complete the clinical audit report with digital signatures

2. Clinical Audit Cycle Checklist

A clinical audit cycle checklist aims to help clinical improvement managers and audit leads to ensure the completion of the 5-stage clinical audit cycle—preparation and planning, selecting the standards/criteria, measuring performance, implementing changes, and sustaining improvements. Access this clinical audit cycle checklist anywhere, any time, and on any iOS, Android, and Windows mobile device to easily check if any step of the 5-stage clinical audit cycle was overlooked and assign actions to clinical audit committee members to resolve them.


3. Medical Audit Checklist

A medical audit checklist is used by multidisciplinary teams to perform a medical record review and evaluate the patient record system of healthcare facilities. Use this digital medical audit checklist to easily determine if the current clinical documentation in medical records are compliant, partly compliant or non-compliant to national regulations or industry standards. This medical audit checklist includes criteria such as clinical notes, patient management plan, immunization history, screening results, medication treatment, etc.


4. Clinical Audit Proposal Form

A clinical audit proposal form specifies the background/rationale, aims/objectives, sample inclusion criteria, standard statement, and method of data collection prior to a local or national government-initiated clinical audit. Identify potential stakeholders and patients or service users to be involved and specify anticipated audit dates with the use of this clinical audit proposal form. Before submission, the audit lead and the audit sponsor, usually a senior supervisor, can digitally affix their signatures in this clinical audit proposal form.


5. Clinical Audit Questionnaire

A clinical audit questionnaire is used by data collectors, usually a part of the clinical audit committee, to measure performance during the clinical audit in a healthcare facility. This clinical audit questionnaire for Chronic Obstructive Pulmonary Disease (COPD) patients can be easily customized according to the selected audit topic and relevant best practices criteria. With iAuditor analytics, audit leads can instantly collect and analyze data the moment this clinical audit questionnaire is completed.