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Build the billing engine.

Your claims are not getting paid, or not paid fully, or not paid on time, and the money you earned is stuck.

This guide builds the engine that turns delivered service into paid claims: documentation captured cleanly at the point of service so it is billable and defensible, claims produced and submitted correctly the first time, every claim tracked from submission to payment, and denials fixed at their source so the same one does not keep happening. It is not the billing rules of your specific program, which you and your billing people know and which change; it is the discipline and the system around them. And it is not a place for shortcuts. Every claim is a statement that you earned public money, so clean here means true and fully supported, never merely accepted.

What it will take: disciplined documentation at the front line, a reliable claim routine, and honest tracking of what is paid and denied. What must be true first: the contract is understood and the documentation standard is set. If it is not, set it up first.

Step 1

Make documentation the cash at the point of service

The claim is only as good as the record behind it, and the record has to be made where and when the service happens, not reconstructed later. Make documenting each unit part of delivering it, using the documentation standard, so every billable service is recorded accurately, completely, and at the time, by the person who delivered it, with a quick check that each record contains what the contract requires before it becomes a claim.

Who: the program lead and front-line staff, who create the record that becomes the claim and own its accuracy, with the billing lead. Produces: accurate, complete service records made at the point of service, the raw material of every clean claim.

Open the Point-of-Service Documentation Guide →
Step 2

Produce and submit clean claims

A claim with an error is a claim denied or a claim clawed back, so the work is to submit it right the first time. For each claim, check that the service is documented and supported, the unit and code are right, the eligibility and any authorization are in place, and the deadline is met, and submit on a reliable schedule rather than an end-of-month scramble.

Who: the billing lead, or you where there is no billing staff, with finance. Produces: claims that go out clean, supported, and on time, which is what gets them paid the first time.

Open the Clean-Claim Checklist →
Step 3

Track every claim to payment

Money falls through the cracks between submission and payment, and you cannot chase what you cannot see. Track each claim through submitted, paid, partially paid, or denied, reconcile what you were paid against what you billed so underpayments and missing payments are caught, and follow up promptly on what is stuck, because aging claims get harder to collect.

Who: the billing lead, or you, with finance. Produces: a live view of every claim to payment, so no earned money is quietly lost in the gap.

Open the Claims Tracker and Reconciliation →
Step 4

Fix denials at their source

A denial is information, and a denial you only rework is a denial you will get again, so the real work is to stop the cause. Sort your denials by reason, find the few causes behind most of them, and fix the process that produces each one, correcting the documentation standard, the claim check, or the authorization step, and reworking the recoverable claims. Where a denial is a genuine dispute rather than an error, that is handled in the protection guide.

Who: the billing lead, with the program lead where the cause is in the documentation or the service. Produces: denials fixed at their source, so the same ones stop recurring and more of what you earn gets paid.

Open the Denial-Fix Log →

When to call a real person

The line that matters most in this guide: clean means true. If getting a claim paid would require documenting a service in a way that does not match what actually happened, stop, because that is a false claim, and a false claim for public money is fraud, with criminal exposure, not a billing technique. Any pressure or temptation in that direction is a signal to involve an attorney and the compliance and risk work, not to find a workaround. Getting paid is the goal, but only for what you truly and fully earned. The billing software and general systems route to the operations and systems work.

How you will know it worked

More of your claims are paid the first time, and paid faster. You can see, at any moment, what is billed, paid, and denied. And your denial rate is falling because you are fixing causes, not just reworking claims.

Here is what comes next

With the billing engine running, most leaders move to Manage the Cash-Flow Gap, because even clean billing pays in arrears, or to Protect Against Clawbacks and Handle Audits to keep the money once it arrives. Return to your Prioritized Billing Plan.

You can always go back to the diagnostic, the overview, or the welcome page.