Define the support needed
Start by identifying the work the internal team wants to retain and the areas under consideration for outside support.
- Claim preparation and submission
- Payment posting and reconciliation
- Denial follow-up and corrected-claim work
- Aging A/R priorities
- Patient-balance questions
- Operational reporting
Map the current operating environment
The practice context helps determine whether a service is a practical fit and what access or coordination would be necessary.
- Practice specialty, provider count, and locations
- Approximate monthly claim volume and payer mix
- Current EHR, practice-management system, clearinghouse, and payer portals
- Recent denial categories, aging A/R, or payment-posting backlog
- Internal billing owners and escalation contacts
Clarify access and communication
Discuss how access would be authorized, which responsibilities remain with the practice, how questions are escalated, and what the practice needs to see in routine updates.