01
Before submission
Use an approved checklist for each common request type.
- Confirm required office items
- Assign one owner
- Set the first follow-up date
- Explain the process to the patient
Insurance office workflow
Make insurance follow-up easier to own and track.
A simple workflow can reduce missed steps. It cannot promise coverage or approval.
Build my workflow02
While waiting
Track the status and keep the patient updated in plain words.
- Date sent
- Next follow-up date
- Current status
- Patient update due
03
After the answer
Give the patient a clear next step and document the office action in the practice system.
- Explain that coverage is not a care decision
- Review next options
- Schedule the next office step
- Close or continue the task
Do not start from a blank page
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The planner turns these ideas into a plan for your goal and market.