Practice resource
Use this worksheet with your team to identify the current owner, missing information, and next action for each billing handoff. Print it to add notes, or bring a summary to your call with George.
The examples illustrate administrative workflows, not payer requirements or Bomi service commitments. Keep patient information in your own secure systems.
Create one row for each service category. Record the billing organization, system, and person responsible for the claim. Keep services billed outside your practice on separate rows.
Example: Office follow-up → practice billing team; outside lab work → laboratory billing contact. Confirm the actual arrangement.
Record the destination for orders and supporting information, how requests come back, and who checks that a request was received.
Example: A supplier asks for missing documentation → named staff member routes the question to the treating clinician.
For each main payer and service, identify where your team checks requirements and stores dated answers. Give unresolved questions an owner.
Example: A referral question is flagged before claim submission → staff checks the applicable plan and records the response.
Summarize unpaid claims by age and reason without patient details. Define the old/new work cutoff and keep responsibility for each group explicit.
Example: Claims before a proposed handoff date remain with the current biller unless a separate cleanup scope is agreed.
Document who reviews payer responses, identifies items needing correction, and approves a balance communication.
Example: A balance question needs a payment-posting review → hold the question with a named owner until the review is complete.
Start with a conversation
Identify which services need separate review, where responsibility changes hands, and what information George needs before onboarding.
