Free RCM assessment

Find Out Where Your Claims Are Getting Stuck

Share a sample of recent remittances and your aging report under a signed BAA. We review denial patterns, coding and modifier issues, payments against your contracts and claims close to their deadlines, then walk you through what we found.

  • No disruptionNo software to install and no changes to your systems.
  • BAA before any dataA Business Associate Agreement is signed first.
  • Written findingsDenial causes and recovery steps, in priority order.
  • No obligationKeep the findings whether or not you work with us.

Request Your Assessment

Practice details only — takes about two minutes.

Rendering providers
Main bottlenecks (select all that apply)

No patient information • BAA signed before any claim data is shared

What we review

What the Assessment Covers

Four areas where revenue is most often held up.

  • Area 1

    Denial patterns

    Denials grouped by reason code and payer — such as CO 197, CO 97, CO 27 and CO 29 — and traced to where they start.

  • Area 2

    Coding and modifiers

    Modifier use (25, 59, X modifiers) and bundling edits checked against documentation on a sample of claims.

  • Area 3

    Payments vs contracts

    Paid amounts compared with your contracted rates where you share them, to find underpayments.

  • Area 4

    Recovery steps

    A prioritized list of claims to correct, appeal or refile, and what to change upstream.

How it works

Three Steps

No system integration or software required.

  1. Step 1: Secure transfer

    After the BAA is signed, share recent remittances and an aging report through a secure, encrypted method, or give read-only report access.

    No patient data by email

  2. Step 2: Claim review

    We check the sample against payer rules, coding edits and, where provided, your contracted rates.

    Specific causes

  3. Step 3: Findings walkthrough

    We send written findings and walk your team through the priorities.

    Yours to keep

Assessment questions

Frequently Asked Questions

What is included in the free RCM assessment?

We review a sample of your claims, remittances and A/R aging and give you a written summary of what we found: the most common denial reasons and where they start, claims at risk of missing deadlines, and the changes most likely to improve collections. It is yours to keep whether or not you work with us.

How do we share sample claims safely?

A Business Associate Agreement is signed before any claim data is shared. Files are exchanged through a secure, encrypted method — never ordinary email — and only the data needed for the review is requested. Remittance and aging reports are usually enough.

Does the assessment require software or IT work?

No. The assessment uses reports your system already produces — such as aging reports and remittances — or read-only access you choose to grant. Nothing is installed in your systems.

Is there any cost or commitment attached to the assessment?

No. The assessment is free and there is no obligation to work with us afterward. The findings are yours to use with your own team or another billing company.

What happens after we receive the findings?

We walk you through the findings and the steps we would prioritize. If you want help acting on them, we send a written proposal with scope and pricing. If not, you keep the report.