Medical Practice Management
Apr 28

Checklist to file clean claims the first time

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 Reed Tinsley, CPA

As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read more →