Business Practices
The Year-End Revenue Cycle Checklist for Medical Practices
Close the year strong: a step-by-step checklist to clean up A/R, reset deductibles workflows, and prepare your practice for January.
Clean up aging A/R
Work every claim over 90 days, and identify timely-filing deadlines that fall in the first quarter. Write off what is truly uncollectible so your reports reflect reality.
Prepare for deductible reset
January brings patient deductibles back to zero. Update estimate scripts, collect at time of service, and verify every patient's new insurance card.
Refresh contracts and fee schedules
Load new payer fee schedules and confirm your charge master is set above the highest allowed amount so you are not leaving money on the table.
Need help?
Our AR Rescue team can take on aged claims in bulk so your staff starts the new year current.
This article is for general information and is not legal advice. Rules change often — confirm current requirements with CMS, your payers, or counsel.