Nine workflow areas
Review eligibility verification, therapy-specific benefit completeness, authorization, estimates, reverification, EMR handoff, exception handling, patient communication, and reporting.
Resource library
Free workflow assessment
Pre-Visit Revenue Workflow Assessment for Therapy Clinics
Score how reliably your clinic completes the work before a patient arrives, then identify the two workflow areas that deserve attention first.
21-question PDF assessment
Why this resource
A practical baseline for the workflow your team runs on a normal week.
A documented process can still fail when the schedule is full, someone is out, payer responses conflict, or a case changes hands. This assessment is designed to expose that operational gap rather than reward a policy that exists only on paper.
Twenty-one questions cover the connected work from schedule intake through benefits, authorization, estimates, reverification, patient communication, EMR handoff, exception ownership, and measurement. The scoring guide helps a clinic choose a focused starting point instead of trying to fix everything at once.
A consistent scoring scale
Score whether each behavior is absent, person-dependent, usually completed, or reliably completed with evidence.
Priority and action pages
Select two areas to improve, document what needs to change, name an owner, and choose evidence that will show progress.
How to use it
Put the resource into a repeatable clinic workflow.
- 01
Include the people doing the work
Complete the assessment with front-desk, verification, authorization, and billing staff—not only leadership.
- 02
Answer for a normal week
Use the workflow that survives absences and busy days, not the best-case version everyone intends to follow.
- 03
Choose two improvements
Use the lowest or most consequential areas to set a bounded next action and revisit the score after the process changes.
Who it helps
Built for the people responsible for the answer before arrival.
- Owners preparing to standardize revenue-cycle work
- Operations leaders comparing locations or teams
- Clinics evaluating where automation would have the most value