A clear sequence keeps responsibilities and follow-up visible, from verification to denial resolution.
A clear sequence keeps responsibilities and follow-up visible.
Verify
Confirm eligibility, coverage, and patient details using practice-approved information and access.
A clear sequence keeps responsibilities and follow-up visible.
- 1
Verify
Confirm eligibility, coverage, and patient details using practice-approved information and access.
- 2
Document
Check that the information needed for billing is available; flag missing or unclear details for review.
- 3
Code support
Support coding and documentation workflows within the agreed scope and applicable requirements.
- 4
Prepare claims
Review required claim information and prepare complete claims for submission through approved channels.
Operating principle. Work follows agreed priorities, payer timelines, available information, and authorized access. Exceptions and blockers are communicated to the designated contact.
- 5
Submit
Transmit claims through payer channels and procedures approved for the practice.
- 6
Follow up
Monitor claim status, document payer responses, and follow up on outstanding items.
- 7
Post payments
Record payment and remittance details from available EOB/ERA information and flag discrepancies.
- 8
Resolve denials
Review denial reasons, coordinate corrections, and support appeals where authorized and appropriate.
What the practice can expect. Documented follow-up activity, clear ownership of next steps, and escalation of items that need practice input or approval.
A simple path from first conversation to an agreed operating process.
- 01
Discovery call
Discuss specialty, payer mix, current workflow, priorities, and the support you need.
- 02
Workflow assessment
Review the process and available information to identify possible areas for support.
- 03
Scope & proposal
Confirm services, pricing, responsibilities, reporting, access, and expected timelines.
- 04
Secure setup
Complete required agreements and establish approved access and communication methods.
- 05
Launch & review
Begin the agreed work, review activity, and adjust the process based on findings.
Complimentary revenue-cycle discovery
Let’s discuss your billing process, claim follow-up, denial activity, and A/R challenges. We’ll explore whether additional support could be useful for your practice.
Start with a conversation.
We will discuss your practice goals, current workflow, and areas for improvement — no obligation.