Insurance & Authorization
Epic/System Workflows
CPT & Procedures
Denials & Errors
Customer Service / Patient Experience
100

This determines if a patient’s procedure requires prior authorization.

What is the insurance plan/payer requirement?

100

This tab is used to review insurance coverage in Epic.

What is the Coverage tab?

100

These codes describe medical procedures and services.

What are CPT codes?

100

This denial occurs when coverage is inactive.

What is eligibility denial?

100

This is the first step when speaking with patients.

What is verifying identity?

200

This type of insurance typically requires referrals for specialists.

What is an HMO?

200

This activity is used to document pre-access notes.

What is Auth/Cert or Referral?

200

This type of procedure often requires imaging guidance.

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What is interventional radiology?

200

This happens when patient info is incorrect.

What is a registration error?

200

This helps patients understand financial responsibility upfront.

What is providing estimates?

300

This is the status when an auth has not yet been reviewed by the payer.

What is pending?

300

This work queue is commonly used to resolve any errors before an account is billed.

What is Claim Edit or Unbilled WQ?

300

This code type is used to describe diagnoses and supports medical necessity for CPT codes.

What is the diagnosis or ICD-10 code?

300

This denial is due to missing authorization.

What is authorization denial?

300

This skill involves listening and responding with understanding.

What is empathy?

400

This happens when services are performed without required authorization.

What is a denial?

400

This step ensures all required documentation is attached to a patient's account.

What is completing the checklist?

400

This CPT code is used for a lumbar puncture performed with fluoroscopic guidance.

What is CPT 62328?

400

This step helps prevent denials before they occur.

What is pre-access review?

400

This is used when explaining complex billing issues clearly.

What is simplifying communication?

500

This is the process of confirming active coverage before services are rendered.

What is eligibility verification?

500

This error occurs when information does not match between systems.

What is a mismatch/discrepancy error?

500

This code category includes services like imaging, lab tests, and other non-physician services.

What is HCPCS Level II codes?

500

This is the financial term for charges not yet billed due to issues.

What are unbilled days?

500

This approach helps de-escalate upset patients.

What is active listening and reassurance?

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