Companion to the lesson "First clients: warm doors first"
The offer that converts is a diagnostic, not a marriage: a claims and receivables review, flat fee or free, one week, ending in this one-page report. The practice learns what you know; you learn their account. The monthly engagement is the natural next sentence. The same skeleton becomes the monthly report card.
Practice: Review period: (last ninety days of claims) Prepared by: Date:
1. Denial Rate
Metric
This practice
Benchmark (from the course's sourced rows)
Initial claim denial rate
National: 11.4% (2024), 11.6% (2025), still climbing; best practice under 5%
Denials in review period (count)
Estimated rework cost
Industry methodologies span $25–$181 per denied claim; provider-survey average about $57 (2023)
2. Aged Accounts Receivable
A/R bucket
Amount
Share of total A/R
0–30 days
31–60 days
61–90 days
91–120 days
Over 120 days
Over 300 days (dead or dying)
Timely filing kills these; they are the headline number
3. Top Five Denial Reasons, with Dollar Impact
CARC / reason
Claims
Dollar impact
The standard play
Plays by reason, from the course: eligibility termed: re-verify, correct payer, resubmit. Medical necessity: check linkage, fix the pointer, or get documentation. No prior authorization: chase the auth or appeal with clinical records. Bundled/global: review the edit, adjust, or appeal with a modifier if truly distinct. Duplicate: verify before resubmitting; true duplicates get written off. Timely filing: appeal only with proof of on-time submission.