Practice resource
Use this worksheet with your team to identify the current owner, missing information, and next action for each billing handoff. Print it to add notes, or bring a summary to your call with George.
The examples illustrate administrative workflows, not payer requirements or Bomi service commitments. Keep patient information in your own secure systems.
Describe the current and proposed arrangement without sharing sensitive identifiers. Identify the clinician, entity, or location involved in each change.
Example: An established owner adds another clinician → list the clinician and location separately from the existing practice arrangement.
Record enrollment status and unresolved questions for each payer and relevant arrangement. Keep confirmation sources and dates; do not assume participation transfers.
Example: A new location is planned → assign someone to confirm the payer’s requirements for that arrangement.
List questions about practice authority or other state requirements for the appropriate regulator or professional adviser. Keep these separate from payer enrollment status.
Example: A practice-model question goes to the relevant state authority; a participation question goes to the payer.
Record system names, the account or access owner, and how claims are submitted today. Identify any access that would need authorization before another billing team could work.
Example: EHR → connected clearinghouse → current biller; practice administrator controls access requests.
Separate new claims, older unpaid claims, payer requests, and patient balance questions. Name the owner for each during the proposed change.
Example: New submissions move only after responsibilities are agreed; older claims remain with an explicitly named owner.
Start with a conversation
Identify the clinician, entity, location, and payer questions associated with your practice change, then separate enrollment needs from the ongoing claims work to assess.