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Written by Reed Tinsley, CPA | March 27, 2009
Clean Claim Checklist: Ensure Accurate Submissions Every Time
Has your office ever received a claim that was denied due to insufficient initial reporting? If not, consider yourself in the minority, because insufficient initial reporting is a leading cause of claim denials. What to do? Help your office get it right the first time by printing out this checklist as a guide to clean claims. Post it wherever claims are processed, so you can check the list before sending every claim to ensure accuracy:
Clean Claim Checklist
So your claim’s ready for submission? 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?
Additional Resources on Claims
- Forms and checklist to help your medical practice
- Basic Checklist for E/M Documentation
To ensure your medical practice minimizes claim denials and operates smoothly, integrate our expert guidance. Contact us at REED TINSLEY, CPA today for personalized CPA + medical practice management consulting solutions.
