Before day one: define readiness
Agree the scope, fee, proposed duration, staffing, and access. Complete the relevant agreements and secure workflow before patient-record work begins.
First stage: understand the batch
Review the assigned claims and existing notes. Confirm the reporting baseline and bring unclear documentation or ownership questions back to the practice.
Middle stage: follow through
Work through the agreed priorities, document payer responses, and route questions for review. Keep the practice informed without promising payment outcomes.
Final stage: review and hand back
Review documented progress, unresolved items, staff effort, and verified payment records. Decide whether to continue, adjust the scope, or close the engagement.
Keep the plan realistic
Thirty days is an illustrative discussion period, not a promise that all claims will be resolved. Workload, payer response times, and readiness affect the actual plan.