Ibex practice resources · Reviewed October 22, 2026 · Ibex editorial team
Start with the operative record
Confirm the note describes the procedure and relevant circumstances. Route clinical questions to the provider.
Review the global-period context
Check whether the encounter falls within an applicable global surgery period and review the current requirements.
Consider procedure relationships
Multiple procedures and edits need individual review. Any modifier must be supported by the circumstances and documentation.
Connect payer requests to the claim
Record outstanding information, the next action and any correction or appeal deadline.
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.