The Checklist For Clean Claims

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.