What appointment types and services does your practice bill?
Write down the current process and the person responsible. Note any part that depends on memory or an informal handoff.
Practice resource
Your psychiatry
billing checklist.
A short working checklist for psychiatry practices. Use it with your team or bring it to your call with George.
How are documentation questions resolved before claim submission?
List the systems or reports your team uses. Flag missing information and anything that is entered more than once.
Which clinicians and locations are enrolled with each payer?
Identify where you need a payer-specific answer. Keep the source and date of the answer with your internal workflow.
How are telehealth workflows and payer requirements reviewed?
Review the unresolved work and agree on a next action. Use summaries rather than patient records for an introductory consultation.
What reporting helps you distinguish paid, pending, and unresolved claims?
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.