The client information workbook is a collection of spreadsheets that will develop the framework of how we address your claims.
This workbook determines how we process provisional credits, auto approvals, denials, etc., as well the steps and experience of the intake and back office process.
It is probable that this workbook will take multiple teams to complete. For this reason, we encourage that you begin this as early as possible.
Please complete the excel only for the items in Onboarding, excluding the items in Post-Production.
This workbook is pre-filled with our Best Practices for your go live: