Ibex practice resources · Reviewed October 22, 2026 · Ibex editorial team
Before the visit
Confirm registration details, coverage information and known authorization requirements. Record unresolved questions.
Before submission
Reconcile charges with the encounter documentation. Resolve missing information and review applicable edits.
After a payer response
Group denials by actual reason, note the deadline and assign a next action. Corrected claims and appeals are different processes.
At your next review
Identify repeated causes and decide which earlier workflow step needs to change. Track the effect of that specific change.
Put the checklist into practice.
Use one recent workflow issue as a starting point. Identify what information was available, where the handoff stalled and which team member can answer the next question. This keeps the review focused on a specific process rather than a general assumption about billing performance.
Record the question, the owner and the next action. At a later review, check whether the change addressed the same issue. Keep reporting definitions consistent so the comparison remains useful.
Questions for your next team review
- Which step needed information that was not available?
- Was the applicable payer requirement checked for the actual service?
- Who owned the response and its deadline?
- What should change before the next similar encounter?
For California practices, the relevant payer route may include fee-for-service Medicare, Medi-Cal or a managed care or commercial product. Confirm the actual product and requirements for the service.