Maximizing Revenue

Scheduling & Eligibility

• Collect as much information as possible by phone at the time of scheduling i.e. insurance eligibility, demographics and reason for visit.
• As soon as the appointment is made, verify clients insurance information.

Client Registration

• Registration area or check in area should be HIPPA compliant.
• Verify demographics, and obtain signed paperwork.

Coding & Documentation

• Encounter forms or Superbill should include CPT codes (new, established and comprehensive visits) and ICD-9 codes.

Fee Collection

• Ensure client confidentiality when assessing clients ability to pay.
• Confirm insurance to be billed or implement sliding fee scale.

Claims Submission

• Educate patients on the financial obligation and cost of services.
• Ensure all required information is complete and review the superbill or encounter form.
• If you have a Practice Management System or EMR, claims forms should be pre-populated.

Remittance Processing

• Payment should be received within 10‐15 days; Address denied claims and outstanding balances.