Checklist to file clean claims the first time

Written by Reed Tinsley, CPA | April 28, 2009

Have you:

·         made sure the policy number and ID number are accurate?

·         obtained insurance eligibility verification?

·         verified other patient information (proper name, birth date, address, etc.)?

·         confirmed the information the provider gave you for posting charged entries?

·         checked that Current Procedural Terminology (CPT) and ICD-9 (diagnosis) codes are up-to-date and as specific as possible?

·         made sure that you have the referral authorization number on the form (if applicable)?

·         made sure that you included the referring doctor’s UPIN or HPI (if required)?

About the Author

Reed Tinsley CPA

This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on accounting & tax, practice management, and financial planning. Schedule a Free Consultation.

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