Please complete the form on the right to intiate your free practice assessment!

Requested Items for Assessment

The following should be gathered by a representative of the clinic. Most items can be generated from the practice management system and can be provided electronically in Microsoft Excel if possible. If you need help with this task, please contact us for assistance. 

1. Summary of charges, payments and adjustments for the last two years as a whole
• By company or department
• By location
2. The schedule and all superbills (or other method of charge capture form) with corresponding detailed Patient Ledger and EOBs from all locations for two dates of service from 3 - 5 months ago
3. Detailed adjustment report by month since January 2010
4. Aging summary to date broken out by patient and insurance
5. Cost of the Business Office
• Number of employees
• Monthly payroll amount
• Square footage of business office
• Annual cost of practice management system
• EDI
• Statements
• Licensing
• Support
• Billing and patient statement printing costs

Deliverables:

“How much should I be making?”

• Charge Volume
• Payment Volume
• Adjustment Volume & Reasoning
• Patient Count

 “How much should they be paying?”

• Evaluation of payer mix, charges vs payments, trends in volume, etc...
• Average reimbursement per claim/procedure analysis
• Evaluation of patient payments and effectiveness of current practices

 “Can we do it better?”

• Lag time from date of service to date of entry and then to claim resolution
• Reconciliation of the visits
• Analysis of aging and total AR by insurance, patient, and as a whole
• Analysis of the cost of the billing office’s employees and infrastructure

To get started, complete the form to the on the right side of the page

*Please do not send any personal medical or health information via this webform.