Therapy-specific benefit checks
Prompt staff to confirm effective dates, cost share, visit limits, exclusions, and whether PT, OT, and ST share benefits.
Resource library
Free therapy clinic checklist
Pre-Visit Revenue Checklist for Therapy Clinics
Give your front desk one repeatable check before every new patient visit. This printable checklist turns eligibility, authorization, estimates, and follow-up into five clear actions.
One-page PDF checklist
Why this resource
A short checklist for the work that protects revenue before the visit.
Pre-visit work is often divided across payer portals, phone calls, spreadsheets, and the EMR. The risk is not that staff forget every task; it is that one missing answer reaches check-in without a clear owner.
The checklist gives therapy clinics a compact sequence for confirming coverage, identifying referral or authorization requirements, calculating an expected patient amount, scheduling reverification, and returning the answer to the existing workflow.
Authorization and referral checkpoint
Identify requirements, approved visits, dates, units, and the next action before treatment begins.
Estimate and EMR handoff
Move from raw benefit fields to an expected patient amount, then record the answer where the front desk already works.
How to use it
Put the resource into a repeatable clinic workflow.
- 01
Run it before arrival
Use the checklist for new patients and whenever coverage, benefits, or authorization status may have changed.
- 02
Keep the source with the answer
Record the payer response, its date, and any remaining uncertainty instead of treating a portal result as timeless.
- 03
Assign every exception
If a step cannot be completed, give the exception a named owner and next action before check-in.
Who it helps
Built for the people responsible for the answer before arrival.
- Clinic owners standardizing front-desk work
- Revenue-cycle leaders auditing pre-visit gaps
- Teams onboarding staff across multiple locations