Billing habits that work for a small practice can quietly stop working as it adds providers, locations or payers. Regular checkpoints help you notice early. The list below is a starting point for a conversation with your billing team, not a diagnosis.
Before the visit
- Enrollment status. Are all providers enrolled with the payers they are seeing patients from?
- Eligibility and registration. Is patient information collected consistently at scheduling and check-in?
Claim submission
- Charge capture. Is there a routine to make sure every service is recorded?
- Submission routine. Are claims submitted on a regular schedule, and is anything held back without a reason?
Follow-up
- Denials. Who reviews denied claims, and how are patterns recorded?
- Unpaid claims. Is there a routine for claims that have not been paid or acknowledged?
Payments and reporting
- Posting and reconciliation. Do payments posted match what was received?
- Reporting. Can leaders see, in plain terms, what has been billed, what is outstanding and what needs attention?
When you grow
Adding a provider or location often means new enrollments, new payer requirements and new workflows. Revisit these checkpoints whenever your structure changes, and make sure someone owns each one.
If you would like an outside view, a free consultation can help you identify where to focus first.