Billing becomes far easier when your documentation and scheduling data are consistent. Here’s a beginner-friendly overview of what to track and when.
What you should track
- Session date and duration (and whether telehealth was used).
- Service codes and any required modifiers.
- Client information and eligibility details.
- Payments received and outstanding balances.
Common claim issues
- Missing or inconsistent documentation.
- Incorrect dates, durations, or service codes.
- Not keeping a clear audit trail for changes.
When your practice management workflow is consistent, claim preparation is faster and fewer issues slip through.