Sep 11, 2026
Enrollee Data List
- Available in CDAT [2]
The CMS schedule lists the intended month per payment year and the actual date once an audit starts, in a non-chronological order [1].
Data collection year: the calendar year before payment. Future window lengths are our estimate from PY 2024; dates are subject to change [1] [2].
| Payment year | Records from | Initiation | What a provider group should expect |
|---|---|---|---|
| PY 2024 | 2023 | August 28, 2026 (actual) | Plan record requests now; submission deadline February 5, 2027; hardship deadline February 19, 2027 |
| PY 2023 | 2022 | November 2026 (planned) | Requests for 2022 charts beginning in the first quarter of 2027 if the window is about 20 weeks |
| PY 2022 | 2021 | January to February 2027 (planned) | Requests for 2021 charts through mid-2027; five-year-old records |
| PY 2025 | 2024 | April to May 2027 (planned) | Requests for 2024 charts, the first audit of a full-weight V28 payment year |
Enrollee Data List
Window opens
Submission deadline
Hardship exception deadline
CMS set a goal of finishing PY 2018 to PY 2024 by early 2026; the schedule now runs into 2027.
| Payment years | Extrapolation status, as CMS has described it |
|---|---|
| PY 2011 to 2017 | Not extrapolated; only non-extrapolated overpayments collected (2023 final rule) [4] |
| PY 2018 onward | Extrapolation authorized by the 2023 rule, which was vacated by a federal district court in 2025 and is under appeal |
| PY 2024 | Designed to calculate extrapolated amounts; CMS collecting sampled-enrollee amounts and reserving extrapolation if legally permissible [2] |
Requests arrive two to six weeks after each initiation date. Response time and note quality decide whether the HCC is confirmed.
PY 2024
PY 2023
PY 2022
PY 2025
Six payment years in fourteen months, in a non-chronological order. A provider group that serves several plans will see every one of those request waves.
PY 2020 (started March 20, 2026), PY 2021 (May 29, 2026) and PY 2024 (August 28, 2026) are open. PY 2023 is planned for November 2026, PY 2022 for January to February 2027 and PY 2025 for April to May 2027. CMS says the dates are subject to change.
For PY 2024 it opened September 18, 2026 and closes February 5, 2027, about 20 weeks, with hardship exception requests due February 19, 2027. CMS has not published the windows for the later audits.
CMS has not said. The published schedule simply lists PY 2024 for August 2026, PY 2023 for November 2026 and PY 2022 for January to February 2027, so plans and providers should expect overlapping audits.
Unknown. The 2023 rule authorizing extrapolation from PY 2018 was vacated in 2025 and is under appeal. For PY 2024 CMS is collecting sampled-enrollee amounts and reserving extrapolation if legally permissible; it has not published the PY 2022 methods yet.
Checked October 25, 2026. Rules change; confirm against the source before relying on them. CMS has said the RADV audit schedule is subject to change.
We sample your 2021 and 2022 charts against the CMS record checklist and set up the retrieval log, so the first PY 2022 request is answered in two business days.