Cleanup & billing transition
The riskiest month in billing is the month you change billers.
Transitions lose money in predictable places: unreturned data, unapplied payments, abandoned aged claims, revoked portal access, and clearinghouse settings nobody documented. We build a transition inventory first, then work the aged balances that everyone else stopped calling on.
Protect data, access, open claims, cash, and responsibilities before the handoff date.
Who it fits
Practices this service is built for
- Practices leaving a billing company or bringing work in-house
- Groups with significant 90+ day A/R and no clear owner
- Practices that changed systems and left balances behind
- Owners who cannot get straight answers about open claims
What is included
- 90+ day A/R recovery projects with documented follow-up
- Claim-level review, correction, appeal, and resubmission where permitted
- Unapplied payment and posting reconciliation review
- Credentialing and enrollment cleanup
- Transition inventory: data, access, reports, clearinghouse, claim files
- Workflow mapping and responsibility handoff plan
What you still own
- Contract and termination decisions with the prior vendor
- Requesting data and access the practice legally owns
- Write-off approvals and financial policy decisions
- Final go-live date selection
Deliverables & reporting cadence
- Transition inventory and risk checklist
- Aged A/R work list with disposition and owner
- Recovery and adjustment activity summary
- Post-transition workflow documentation
Explicitly out of scope
- Guaranteed recovery of any specific balance
- Legal action, collections agency activity, or contract disputes
- Claims outside timely filing where the payer allows no remedy
- Representing the practice in vendor negotiations
How it works
A four-step workflow
- 01
Inventory
Document data ownership, access, open claims, cash, reports, and responsibilities.
- 02
Stratify
Sort aged balances by payer, age, amount, and likely root cause.
- 03
Work and document
Correct, appeal, resubmit, and record every payer interaction.
- 04
Hand off cleanly
Confirm the new workflow, access, and reporting before the prior vendor exits.
Questions
A/R Cleanup & Transition FAQ
Next step
Start with a Revenue Readiness Review.
We map providers, payers, services, systems, current A/R, authorizations, and credentialing status before recommending scope.
Book a Revenue Readiness ReviewPlease note: Do not include patient names, dates of birth, member IDs, diagnoses, records, claim documents, or other PHI.