Are your clinician, entity, and location details current with each payer?
Write down the current process and the person responsible. Note any part that depends on memory or an informal handoff.
Practice resource
Your pmhnp
billing checklist.
A short working checklist for psychiatric nurse practitioner practices. Use it with your team or bring it to your call with George.
Which services do you provide, and how are they documented?
List the systems or reports your team uses. Flag missing information and anything that is entered more than once.
What does your state and payer setup require for your practice model?
Identify where you need a payer-specific answer. Keep the source and date of the answer with your internal workflow.
Which EHR and clearinghouse are you using?
Review the unresolved work and agree on a next action. Use summaries rather than patient records for an introductory consultation.
Who owns denials, payer requests, and balance questions today?
Decide how you will know the workflow is improving. Start with a consistent way to track outstanding tasks and follow-through.
Start with a conversation
Let’s understand your practice.
Talk through your workflow, where billing gets stuck, and what useful support would look like.