20-category assessment
Rate each category from 1 (significant opportunity) to 10 (world class).
Appointment Management
How effectively do we minimize missed calls, no-shows, cancellations, and unfilled appointments?
Insurance Verification
How consistently do we verify eligibility and coverage before visits?
Prior Authorizations
How effectively do we obtain and track required authorizations before services are provided?
Patient Financial Responsibility
How accurately do we identify and collect patient responsibility at or before the visit?
Clinical Documentation
How complete and accurate is provider documentation to support coding and billing?
Charge Capture
How consistently are all billable services captured?
Coding Accuracy
How accurate and compliant is our coding process?
Clean Claim Rate
How often are claims submitted correctly the first time?
Denial Prevention
How effective are we at preventing avoidable denials?
Denial Management
How quickly and successfully do we resolve denied claims?
Accounts Receivable
How effectively do we manage outstanding balances and reduce A/R days?
Patient Collections
How successful are we in collecting patient balances?
Underpayment Detection
How effectively do we identify payer underpayments and reimbursement issues?
Payer Performance Management
How well do we understand payer-specific rules, trends, and denial patterns?
Revenue Visibility
How clearly can leadership see revenue leaks, bottlenecks, and key metrics?
Staff Productivity
How much staff time is spent on prevention versus rework and correction?
Workflow Automation
How effectively do systems reduce manual work and repetitive tasks?
Reporting & KPIs
How effectively do we track clean claims, denials, collections, A/R, and financial performance?
Patient Experience
How easy is it for patients to schedule, understand costs, and make payments?
Overall Revenue Cycle Management
How would you rate the overall effectiveness of your revenue cycle from scheduling through payment?