Which payers account for most of your claims?
Write down the current process and the person responsible. Note any part that depends on memory or an informal handoff.
Practice resource
Your endocrinology
billing checklist.
A short working checklist for endocrinology practices. Use it with your team or bring it to your call with George.
Which services are billed in the practice, and which go through an outside vendor?
List the systems or reports your team uses. Flag missing information and anything that is entered more than once.
Where do authorizations, referrals, or documentation checks enter your workflow?
Identify where you need a payer-specific answer. Keep the source and date of the answer with your internal workflow.
How are unresolved claims separated by age, payer, and reason?
Review the unresolved work and agree on a next action. Use summaries rather than patient records for an introductory consultation.
Who reviews patient balances before statements go out?
Decide how you will know the workflow is improving. Start with a consistent way to track outstanding tasks and follow-through.
Start with a conversation
Let’s understand your practice.
Talk through your workflow, where billing gets stuck, and what useful support would look like.