Thinking Like an Auditor: How to Use Evidence to Pass an Audit

A Practical Guide for Compliance Teams

Choose the Right Evidence = Pass Every Audit

If your heart races when you hear “compliance audit,” you’re not alone. Even the most organized healthcare teams feel the pressure of proving compliance when it matters most. Presenting the wrong kind of evidence or failing to include an explanation can lead to costly paybacks, penalties, and operational disruptions.

With the right strategy, gathering audit evidence isn’t a guessing game.

This guide shows you how to take control of the audit process by choosing and organizing evidence that tells the right story — clearly, confidently, and in a way auditors can trust.

Inside the guide, you'll learn:

  • What types of evidence leave auditors with more questions than answers
  • How to select and present documentation that proves compliance without confusion
  • Tips for making audit prep a repeatable, low-stress process — not a last-minute fire drill

Download the guide and take the guesswork out of audit prep.

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MSP customer onboarding checklist

Onboarding new clients is a critical phase for managed service providers (MSPs). It sets the tone for the partnership and directly impacts your revenue timeline. Traditionally, this process can be time-consuming and prone to errors, but with a standardized approach, you can transform it into a swift, efficient, and profitable experience.

A new checklist from Nerdio provides a 10-step guide to standardize your customer onboarding process. It includes insights into how Nerdio Manager for MSP can automate each phase, helping to reduce onboarding time by up to 50%. The checklist covers key steps such as:

  • Pre-onboarding assessment: Understanding the client's current environment and setting clear expectations.
  • Tenant access & security setup: Establishing secure access and baseline security configurations.
  • Provision Azure infrastructure: Setting up the foundational Azure resources required for the client's operations.
  • Deploy policies: Ensuring all devices and users adhere to organizational policies.
  • Configure billing and reporting: Establishing transparent billing processes and maintaining comprehensive documentation.

This guide is designed to help you stop losing time and start gaining revenue by streamlining your process and eliminating manual effort.

Ready to get started?

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CIS Level 1 Intune policies for Windows 11

The CIS (Center for Internet Security) Level 1 Baseline for Windows 11 is a robust security standard that helps to reduce the attack surface and standardize controls for enterprise and SMB fleets. Nerdio has partnered with CIS to deliver these CIS-hardened policies, developed directly by their security experts. When implemented through Microsoft Intune, these settings provide a consistent, auditable way to enforce best practices across thousands of endpoints.

To help you get started, Nerdio has created a full breakdown and guide to CIS Level 1 Intune policies for Windows 11 (3.0.1). This guide includes:

  • In-depth summaries of each policy, including purpose, highlights, and key settings
  • Practical deployment notes to guide you through implementation
  • Expected impact for end-users and help desks
  • A full reference table for quick look-up

This resource is designed to be your blueprint for a secure, supportable, and well-documented Windows security posture.

Ready to simplify your security?

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Checklist: 9 ways MSPs can reduce costs

Are you feeling the squeeze of shrinking margins and growing customer expectations? It's a common challenge for managed service providers (MSPs). The key is to work smarter, not harder.

This new checklist from Nerdio is designed to help you do just that. It provides a practical self-assessment to help you identify where your business might be losing time, money, or opportunity across IT operations. This quick self-assessment covers high-impact categories based on MSP best practices and real-world data. Key areas include:

  • Licensing & software: Do you know how many licenses for commercial software you actually use versus how many you pay for?
  • Cloud optimization: Are you using auto-scaling to avoid overprovisioning during off-peak hours?
  • User onboarding: Can you onboard a new user in under 10 minutes with minimal manual steps?
  • Multi-tenant efficiency: Can you manage all clients from a single interface?
  • Talent & scalability: Are engineers focused on strategic work instead of repetitive tasks?

A high number of "No" or "Unsure" responses may reveal where automation or better tooling can unlock cost savings, improve consistency, and free your team to focus on high-value work.

Ready to find out where you can improve?

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Get Everyone On Board With Credentialing Software

Purchasing a solution that transforms the way you work is valuable for everyone in your organization. But first, everyone needs to understand what’s in it for them.

This cheat sheet will help you navigate the software buy-in process by giving you key insights on what each stakeholder cares about, how they’ll benefit, and strategies to gain their support.

Get the right people on board and make your credentialing software purchase smooth and successful.

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The Secret To Faster Enrollments and Quicker Time to Revenue

How much are enrollment delays costing your organization?

Even a delay of one or two days is a loss of thousands of dollars for healthcare organizations. It’s a quiet drain on the bottom line that most executives don’t see until it’s too late.

This detailed guide offers perspective on the cost of each delay, why they keep happening, and how to prevent them.

Download this free guide for insight on:

  • The data healthcare leaders rely on
  • Leveraging transparency to enact change
  • How to gain efficiency with technology

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BUYERS GUIDE: Healthcare Compliance Software

Ready for a change? You’ve come to the right place.

This guide helps you evaluate compliance solutions from all angles so you can select the best fit for your healthcare organization.

What’s Inside?

  • Fillable compliance software self assessment
  • A comprehensive list of must-have features
  • Pro vs. con analysis of compliance software types
  • Ideas to find cost savings and uncover hidden costs
  • List of questions to ask compliance software vendors

There’s no better feeling than knowing you’ve got this. With the right healthcare compliance software, you’re ready to tackle anything that comes your way.

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Ensuring Buy-In on Compliance Software

Purchasing a solution that transforms the way you work is valuable for everyone in your organization. You just need to help them understand what’s in it for them.

This cheat sheet will help you navigate the buy-in process by giving you key insights on what each stakeholder cares about, how they’ll benefit, and strategies to gain their support.

Get the right people on board and make your compliance software purchase smooth and successful.

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MASTERING MEDICARE ENROLLMENTS: A Smarter Approach for Credentialing Professionals

Enrolling providers in Medicare shouldn’t feel like navigating a maze — but one wrong step can lead to delays, denials, and lost income. Whether you’re managing revalidations, onboarding new hires, or correcting provider data, every day counts.

Created in collaboration with Principal of KRS Management Group, LLC, Kelley Sewell, this guide is your essential resource for avoiding the most common enrollment pitfalls and streamlining every step from initial applications to revalidations.

Inside the guide:

  • Why a one-day delay could cost you over $10K
  • Common causes of enrollment delays and how to prevent them
  • How to reduce errors using automation and data syncs
  • And more!

If you handle credentialing or enrollments, you can’t afford to miss this.

Fill out the form to download the Medicare Enrollment Guide now.

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The Ultimate Checklist To Get Real Value From AI in Healthcare Compliance

In an environment where accuracy, accountability, and safety are non-negotiable, any tool introduced must meet a higher standard. So, how do you know which artificial intelligence (AI) tools or workflows will go beyond the buzz to provide real impact in a high-risk environment with little room for error?

Download this checklist to help you separate AI hype from real-world value. With AI that makes a real impact, you’ll gain a competitive edge and be better positioned to overcome today’s financial pressures and uncertainty.

Use the checklist to:

  • Avoid regret when selecting new AI-enhanced tools
  • Get the greatest impact from AI in your existing technology
  • Make the case for AI that will make a difference

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Compliance Reports Healthcare Leaders Can’t Live Without

Without complete healthcare workforce compliance and credentialing reports, your risks are higher, you’re reactive, and you have a greater chance of penalties and lost revenue.

Use this guide to see if you have the information you need to surface trends and take action. With report examples, you can replicate the insights and provide the information and visibility leaders expect. You'll be confident your reports are working FOR you, saving time and stress.

Here are the nine report examples you get when you download the guide:

  1. Compliance Training Report
  2. Incident Trend Report
  3. Policy Details Report
  4. Contract Details Report
  5. Credentialing Report
  6. Payer Enrollment Report
  7. Payer Roster
  8. Exclusions Report
  9. Board of Directors Report

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The Secret To Faster Enrollments and Quicker Time to Revenue

How much are enrollment delays costing your organization?

Even a delay of one or two days is a loss of thousands of dollars for healthcare organizations. It’s a quiet drain on the bottom line that most executives don’t see until it’s too late.

This detailed guide offers perspective on the cost of each delay, why they keep happening, and how to prevent them.

Download this free guide for insight on:

  • The data healthcare leaders rely on
  • Leveraging transparency to enact change
  • How to gain efficiency with technology

View Now

SalesNOW CRM Workflow Engine: Streamlining Deal and Project Management Through Automation

Automate. Accelerate. Scale.

The SalesNOW CRM Workflow Engine is designed to streamline deal and project management through powerful, flexible automation. By eliminating manual tasks, automating lead assignments, approvals, communications, and integrations, SalesNOW empowers teams to close deals faster and operate more efficiently. With real-time triggers, nested workflows, and seamless integration with ERP and mobile platforms, this engine helps businesses intelligently scale operations without adding complexity. Discover how SalesNOW turns process automation into a competitive advantage.

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A Comprehensive Guide on ERP Implementation for Discrete Manufacturer

ERP implementation is not an easy task. It is time-consuming, resource-hogging, and has the ability to disrupt production for days together resulting in revenue loss and an eroding bottom line.

With our in-depth experience and knowledge of ERP implementation, we have outlined some key pointers that will help your enterprise sail through the implementation phase and succeed.

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