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Make demand prep a defined process

When demands depend on one person’s memory, they wait on that person’s calendar.

The demand is where months of work become a number. It deserves a process, not a scramble.

Define what ready means

A case is ready for a demand when treatment has ended or reached a clear point, records and bills are complete, liens are identified, and the facts of liability are documented. Write that definition down and make it a checklist inside the case.

Give it an owner and a deadline

Once a case is ready, one person owns the draft and the clock starts. A target number of days from ready to sent keeps demands from aging in a queue.

Build in a quality check

  • Names, dates, and claim numbers match the records.
  • The medical chronology is complete and accurate.
  • Bills and totals add up.
  • Every statement is supported by the file.
  • The response deadline is clear.

The quality check is not about distrust. It is how a firm makes every demand as strong as its best one.

A defined process makes your best demand your standard demand

See where your firm stands

Eight quick questions place your firm on the path from practice to enterprise and name the moves that would make the biggest difference.

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