Which provider credentials and locations are enrolled with each payer?
Write down the current process and the person responsible. Note any part that depends on memory or an informal handoff.
Practice resource
Your nutrition
billing checklist.
A short working checklist for dietitians and nutrition practices. Use it with your team or bring it to your call with George.
How do you check benefits for the specific nutrition service?
List the systems or reports your team uses. Flag missing information and anything that is entered more than once.
Where are referral requirements and visit limits recorded?
Identify where you need a payer-specific answer. Keep the source and date of the answer with your internal workflow.
How does your team capture the information needed for claims?
Review the unresolved work and agree on a next action. Use summaries rather than patient records for an introductory consultation.
How are clients informed about estimates and remaining balances?
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.