Free worksheet
The Ownerless Work Audit
Most practices can tell you what happened to a patient. Far fewer can tell you who owes the next move, or how long they have owed it. Work in that gap gets reported as a follow-up problem, which makes it sound like a discipline issue. Usually it is a missing field.
Pick five pending items and answer three questions about each. It takes a few minutes and the answer is often uncomfortable.
Nothing you type leaves your browser. No signup, no account, and do not enter any patient identifiers: a short label like “lab result, Tuesday” is all this needs.
Items worth picking
- A lab result that needs a call to the patient
- A prior authorisation waiting on the payer
- A referral that has not come back
- A denied claim waiting on an appeal
- A medication question left on voicemail