01
Discovery Questionnaire
We collect practice type, providers, billing software, billing challenges, claim volume, access needs, and reporting expectations.
Process
A STRUCTURED PROCESS FROM FIRST CALL TO FOLLOW-UP.
Cliniclaim starts with clear scope, careful setup, and visible reporting so remote billing support feels organized from day one.
02
Scope Review
We identify whether the practice needs complete billing support, denial work, A/R follow-up, payment posting, eligibility verification, overflow support, or a limited pilot.
03
Proposal & Service Model
We prepare a proposal based on required scope, workflow complexity, software access, volume, and support model.
04
Agreement Framework
Where applicable, client documents may include MSA, SOW, BAA, NDA, access expectations, and confidentiality requirements.
05
Secure Access Setup
Access is set up through client-approved systems, role-based permissions, controlled credentials, and minimum-necessary access principles.
06
Client-Specific SOP
Cliniclaim documents how work will be assigned, how exceptions will be escalated, how reporting will be shared, and how communication will happen.
07
Pilot or Live Support
Work begins through a limited pilot, review batch, or agreed live workflow depending on the client's preference.
08
Reporting & Review
Cliniclaim shares updates so the practice can see completed work, pending claims, rejected items, denied items, aging A/R, and required next actions.
Intake
WHAT WE NEED FROM YOUR PRACTICE
01
Practice type
02
Number of providers
03
Specialty
04
Billing software
05
Current billing setup
06
Current billing challenge
07
Claim volume
08
Payer mix
09
Current backlog
010
Reporting expectations
011
Access requirements
012
Preferred communication method
013
Preferred support model
Reporting
REPORTING THAT KEEPS WORK VISIBLE.
Cliniclaim helps clients see completed work, pending items, escalation points, and follow-up activity through agreed reporting formats.
01
Daily Production Checklist
Tracks completed work, pending items, exceptions, and follow-up notes.
02
Denial Tracker
Organises denial cases by payer, reason, status, next action, owner, and follow-up date.
03
A/R Call Log
Records payer follow-up activity, claim status updates, call notes, and next steps.
04
Weekly KPI Report
Summarises claims worked, denials handled, A/R items followed, payments posted, and open issues.
05
Monthly A/R Aging Report
Helps practices review unpaid or aging balances by age bucket, payer, status, and required action.
Documentation
DOCUMENTED. CONTROLLED. CLIENT-READY.
Documentation is completed with clients where applicable during onboarding. Website information is general and is not legal advice.
01
Master Services Agreement
Sets the master relationship terms for remote billing support.
02
Statement of Work
Defines approved services, scope, responsibilities, reporting, and workflow expectations.
03
Business Associate Agreement
Used where PHI/ePHI may be created, received, maintained, or transmitted on behalf of the client.
04
Non-Disclosure Agreement
Supports confidentiality for client, billing, payer, workflow, and business information.
05
Client-Specific SOP
Documents each client's workflow, escalation process, reporting method, access rules, and communication expectations.
06
Access Control Policy
Supports role-based, approved, and minimum-necessary access.
07
HIPAA Handling SOP
Guides careful handling of PHI/ePHI within agreed workflows.
08
Information Security Policy
Explains security-conscious operating standards and internal expectations.