Free billing checklists for specialist practices
Print them, pin them up, or share them with your rooms. No sign-up needed.
Claim rejection prevention checklist
- Membership number, option and dependant code checked at booking
- Authorisation obtained before admission, with the number on the account
- Authorisation updated if the procedure changed in theatre
- Each procedure linked to an ICD-10 code that supports it
- ICD-10 coded to full detail, with external cause codes for injuries
- Modifiers checked for multiple procedures, assistants and time
- PMB conditions coded as PMBs, with DSP rules checked
- Theatre times and procedure codes shared with assistant and anaesthetist
- Patient told about expected shortfalls and co-payments before the procedure
- Claims submitted promptly, well inside the stale-claim deadline
- Rejections read, corrected and resubmitted every day
- Remittances reconciled and short payments queried
Switching billing bureau checklist
- Find your notice period and terms with your current bureau
- Confirm which billing software and data you have access to
- List open claims and the age of your debtors
- Agree who finishes off older claims during the parallel run
- Confirm practice numbers, tariffs and billing preferences
- Agree how theatre lists and notes will be sent
- Tell your rooms staff how patient queries will be handled
- Agree the date of the first month-end report
Opening a new practice checklist
- HPCSA registration and practice number in place
- Billing software chosen and set up
- Tariffs and fee policy decided
- Process for authorisations agreed with your rooms
- Patient fee information and consent forms ready
- Bank account and reconciliation process set up
General guidance only. Scheme rules differ by scheme and option. © Forte Medical Solutions.
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Tell us how your practice bills today. We’ll look at how claims are coded and submitted, where rejections and debtors build up, and what we’d change. Then we quote a fee for your practice. If it’s not a fit, you still keep the findings.
- Fees from 5% to 8% of what’s actually collected, quoted per practice
- No hidden costs, no setup fee, no annual increases
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