Reducing Errata and Compliance Risk in Member Materials
Errata and compliance issues in member materials are rarely caused by a single mistake. More often, they result from gaps in governance, late-stage changes, or insufficient validation earlier in the process.
In this video, Al Valenti, VP, CodySoft®, outlines the QA checkpoints and governance practices that make the biggest difference in reducing defects and errata.
QA Practices That Prevent Errors Before They Reach Members
Early data validation is critical. Automated checks can flag missing values, invalid combinations, or noncompliant entries before documents are generated. Structured change control ensures updates move through approval workflows with SME review of high-impact areas.
Standardized, CMS-aligned templates reduce formatting inconsistencies, while cross-document reconciliation checks confirm that benefits expressed in PBPs match downstream materials. Regression testing after any update helps ensure changes don’t unintentionally impact other documents. Role-based permissions limit who can change what, and multi-layer reviews — combining automated QA, SME review, and compliance sign-off — catch different types of defects.
Using Post-Season Analysis to Improve Future Cycles
Post-season analysis gives plans the opportunity to identify recurring issues and address root causes before the next production cycle. Reviewing errata trends helps teams refine templates, validation logic, and approval workflows based on real-world outcomes.
By incorporating these insights into future planning, plans can steadily reduce risk year over year. This continuous improvement approach improves document quality while helping teams enter peak seasons with greater confidence and predictability.
See How Teams Reduce Risk Before Peak Season
Reducing errata isn’t about catching errors at the end — it’s about building the right controls earlier in the process. To learn how plans apply governance and QA to reduce risk before peak production cycles, watch the full on-demand webinar, Plan & Benefits Data to Member-Ready Materials.