Work down the list with your own reports open. Each line names the leak and the place it shows up, so you can check it this week rather than schedule a project.
Before the visit
- 1. Chart prep gaps Care gaps and open orders that never got surfaced before the visit. Pull 10 charts for tomorrow morning and check.
During the visit
- 2. E/M level against the documentation Visits coded below what the note already supports. Sample 20 recent fee-for-service charts against coding guidelines.
- 3. In-visit charges Procedures, vaccines, and point-of-care tests documented but never charged. Charge reconciliation report.
After the visit
- 4. HCC and risk codes Chronic conditions treated this year and never recaptured. Risk-gap report.
- 5. Same-day chart closure rate EHR analytics. Anything under 80% is a leak.
- 6. Claims held on unsigned notes Days from the visit to the claim going out the door. Billing lag report.
Follow-through
- 7. Referrals that never got scheduled Referral status report, 90-day lookback.
- 8. Recalls and preventive follow-ups that expired unworked Recall work queue.
- 9. Prevention and care coordination work that never got billed Compare care-management activity to the codes you billed.
Adoption
- 10. Documentation tooling your providers quietly stopped using Usage report against license count.
Working the list turns up a number. The Chart Revenue Leak Calculator puts a figure on it, split by payer type.
When you've found the leaks
Bring the list to a 20 minute conversation.
Automation drafts the documentation and a trained Remote Healthcare Assistant finishes it, so the work arrives ready to sign instead of waiting on a provider.