Start with the current workflow
Before hiring a biller, a practice should know which parts of the billing process need help: claim submission, payment posting, denial follow-up, A/R cleanup, patient balances, or reporting.
Helpful details to gather
- Practice specialty and approximate monthly claim volume.
- Current EHR, practice management system, clearinghouse, and payer portals.
- Recent denial patterns, aging A/R, or payment posting backlog.
- Communication expectations and secure access requirements.