Practice resource
Use this worksheet with your team to identify the current owner, missing information, and next action for each billing handoff. Print it to add notes, or bring a summary to your call with George.
The examples illustrate administrative workflows, not payer requirements or Bomi service commitments. Keep patient information in your own secure systems.
List patient populations, service types, care settings, and software. Keep private-practice work separate from school or facility arrangements when describing your needs.
Example: Adult and pediatric office visits → record both; school-contracted services → list separately for review.
Separate request preparation, submission, status checks, and renewal planning. Record the clinical and administrative owner for each step.
Example: Clinician supplies requested information; designated staff submits the request and records the payer response.
Identify where applicable approval dates and allowances are recorded and who reconciles them against completed visits. Define when the scheduler should ask for clarification.
Example: A new appointment would fall after a recorded approval period → scheduling asks the assigned owner to review the next step.
Map the billing information produced by the evaluation and what your process needs for later visits. Identify who handles missing or payer-requested documentation.
Example: Evaluation complete → documentation question assigned → response recorded → billing team checks readiness.
Group open work by missing information, payer response, or balance review. Assign a next action before sending questions to patients or families.
Example: A family asks about a balance → the designated owner reviews payment posting and the payer response first.
Start with a conversation
Identify who owns the authorization and visit-tracking steps, where evaluation-to-treatment handoffs break down, and what needs review before support can be proposed.