Worksheet · Billing & Denials
Denial Follow-Up Worksheet
Use this worksheet when your team keeps losing track of who’s working a denial and what happens next. Each denial gets a name, a next step and a date to escalate. It’s simple enough that people keep it up.
What To Track On Each Denial
- A claim identifier or patient account reference used internally
- The denial category and a plain language explanation of the issue
- The date of payer response and the date of last follow-up
- The current owner and the next action
- When to escalate if the next response doesn’t resolve it
- Notes about repeated patterns that should be addressed upstream
When To Use It
- Claims are aging because follow-up cadence is inconsistent
- The same denial types keep returning
- Denial work is split across too many people or tools to track clearly
The worksheet should show you which denials are one-offs and which keep coming back from the same broken step.
When the same denials keep looping back, we can take the follow-up on. Ongoing Billing includes denial work, priced by practice size, and Billing Cleanup And A/R Recovery works denials older than 90 days for 20% of what we collect, with nothing owed on claims we don’t collect. See medical billing prices by practice size.