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Health Plan
Compliance
Monitoring
Software

Streamline critical compliance activities that often rely on manual documentation and distribution. Oversee your health plan’s own compliance with Medicare Advantage and Part D regulations.

Who uses OMT

Every day, OMT is used by Medicare payers to take control of their compliance tasks whether they are making sure they are prepared for an audit, or are leveling-up their ongoing monitoring activities.

  • 20 Medicare Advantage and Part D organizations
  • 175+ Medicare Advantage and Part D contracts
  • 5,000+ compliance professionals
  • 15,000+ individual users, managing 5 million+ member lives

Managing and monitoring compliance activities

The components of OMT complement your compliance process, individually or packaged up as a suite–making it simpler to connect day-to-day oversight activities.

  • Identify and address risk areas
  • Prepare for CMS and internal auditing
  • Create and implement corrective action plans
  • Address regulatory actions, such as HPMS memos
  • Track marketing and member materials with version controls
Notices

For recording communication from regulatory agencies and documenting changes to operations, policies, and procedures

Audits

For when you need to perform CMS-aligned audits regularly

CAPs/CIPs

For managing internally and externally imposed corrective action plans

Events

For monitoring and documenting activities that range from CTMs to CMS meetings

Materials

For tracking training, communication, and marketing materials

Incidents

For managing potential compliance violations

Indicators

For documenting compliance with hundreds of statutes and regulations that govern your operations

Elements

For tracking metrics that demonstrate compliance with statutes and regulations

Frequently Asked Questions

What does OMT stand for?

OMT stands for Online Monitoring Tool—Convey’s web-based healthcare compliance solution for tracking, validating, and reporting on required communications and processes.

Is OMT on-premise or web-based?

Web-based (hosted). OMT is delivered as a hosted application, allowing compliance, operations, and member communications teams to access a single source of truth without maintaining on-premises infrastructure.

Why was OMT built?

OMT was created to track compliance items and actions and close the gap between audit findings and ongoing monitoring:

  • Tracking: Organizations need to review communications from state and federal regulatory agencies and document all resulting changes to operations, policies, and procedures. OMT is designed to receive regulatory notifications and enable users to document their analysis of the notice, identifying any necessary actions.
  • Monitoring: After audits, issues are corrected. But without structured monitoring, the same issues can recur. OMT establishes repeatable oversight to prevent recurrence.
  • Auditing: Teams need a way to validate monitoring activities and stay audit-ready. OMT was built to operationalize those controls.

What solutions or processes can OMT typically consolidate or replace?

  • Manual tracking in Excel or SharePoint (versioning, deadlines, evidence collection).
  • General governance, risk, and compliance (GRC) platforms that require heavy customization to fit plan, regulatory, and CMS-specific needs.
  • Email as a method of tracking actions
  • Locating and maintaining current CMS regulatory requirements, including MA and Part D reporting requirements and audit protocols.

OMT consolidates this into a purpose-built workflow with audit-ready reporting.

How is information entered into OMT?

Convey annually updates Medicare Advantage content within OMT, which can be used to self-report KPIs and compliance attestations within two of the modules. The remaining six integrated modules are ad hoc, so records can be added at any point to perform a variety of compliance-related activities. Throughout OMT, users can link items from one module to other items to establish connections between requirements and documentation, compliance, and operations.

  • Audits: Perform ad hoc auditing to validate self-reported data or perform comprehensive or focused audits from other departments or external entities.
  • CAP/CIP: Create and track corrective action plans to address and correct areas of deficiency and implement new processes with a continuous improvement plan.
  • Incidents: Track and document compliance incidents or other circumstances warranting investigation.
  • Notices: Communications from regulatory agencies are forwarded to an OMT email address for upload into OMT for retention and tracking of communications and the actions taken in response to the regulatory memoranda. Convey provides a summary of non-plan-specific HPMS notifications that users can keep or discard for their own analysis.
  • Materials: Review and track internal and CMS materials, where timeframes can be calculated for review and submission, and distribution waves can be entered and tracked.
  • Events: This versatile module is used to track record types as defined by the organization. Some event types include FAQs or Compliance Guidance, Privacy/FWA Issues, One-Time Tasks or Assignments, Ad-Hoc CMS Request, and Meeting Minutes.

Can OMT be used beyond Medicare organizations?

Yes. While designed for Medicare Advantage, OMT modules can be used for Medicaid, Commercial, and Exchange plan oversight.

How does OMT improve efficiency?

OMT replaces processes that rely on spreadsheets and email with centralized workflows, automated email alerts, and a single source for assessing audit readiness and validating compliance with regulatory requirements, thereby reducing manual rework and compliance risk.

What makes OMT different?

It’s purpose-built for health plans, mapped to CMS expectations, and focused on regulatory compliance standards and communications, audit readiness, and member materials. OMT is not a generic project tracker.

Let’s Talk

Inadequate compliance is an ongoing cause of sanctions and CMS enforcement actions. Move away from manual documentation and email communications which leave a lot of room for error, and move onto a program designed specifically to support compliance activities.