What exactly is included?
Ask for a written scope covering claim preparation, submission, denial work, payment posting, and reporting. Identify exclusions and the tasks your own staff will retain. Clarify how existing backlogs would be treated.
Who will own each handoff?
Decide who supplies encounter information, answers documentation questions, approves adjustments, and responds to escalations. A named practice contact can help prevent work from stalling between teams.
How will system access be managed?
Discuss the existing billing system, access permissions, and approved information-sharing channels. Verify compatibility and security responsibilities directly rather than assuming every platform is supported.
How will communication and reporting work?
Agree on meeting frequency, issue escalation, report definitions, and who will review open actions. Ask for a description of reporting deliverables without treating illustrative figures as actual results.
How are fees and transitions handled?
Review the pricing basis, additional charges, transition work, and the process at the end of an engagement. Confirm what information and access are needed before work starts. Seek appropriate professional review for contractual questions.