Chuck has worked with health plans, integrated delivery systems, medical groups, independent physician associations (IPAs), management services organizations (MSOs), delegated risk entities, and hospitals since 1995.

Chuck’s areas of expertise include payor operations, medical claims audits, revenue recovery, health care data analytics, risk adjustment, shared risk settlement audits, custom database applications, and more. Additionally, he has provided litigation support services in numerous disputes and qui tam lawsuits involving claims payments, risk adjustment, and other matters.

External Publications

  • "7 Steps to Implementing an Effective Claims Audit Process" (Healthcare Information Management Inc., December 2017)

Selected Speaking Engagements

  • How to Transform Your Claims Auditing Process in 30 days Using Technology
    (EZ-CAP Users Conference, September 2015)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Healthcare Information and Management Systems Society (HIMSS)
  • Member, Information Systems Audit and Control Association (ISACA)


  • BA, UC San Diego
  • CPA Accounting Coursework, UCLA Extension
  • MHA, Indiana University
  • Web Programming Certificate, UC Irvine Extension