SHANMEDTECH | BILLING HANDOFF CHECKLIST
Business planning worksheet | Version 1.0

Purpose: agree on the input, owner, action, and output at each billing handoff.
Keep patient names, identifiers, account details, and medical records out of
this worksheet. Use aggregate descriptions or synthetic examples only.
This is an operating aid, not a payer-specific billing instruction.

1. DEFINE THE WORK
[ ] Name the service, location, or queue being reviewed.
[ ] Identify which work is included and explicitly excluded.
[ ] List the source systems by name, without passwords or access tokens.
[ ] Describe the expected work volume as an aggregate range.
Decision owner: ____________________ Review date: ____________________

2. AGREE ON READY INPUTS
[ ] Identify the information a billing team needs before work can start.
[ ] Name the owner of missing coverage or demographic information.
[ ] Name the owner of incomplete clinical documentation or coding questions.
[ ] Define how authorization or referral dependencies are flagged.
[ ] Agree how ready work is separated from incomplete work.
Unresolved input question: __________________________________________

3. ASSIGN EACH HANDOFF
For each stage, record a role or team rather than personal/patient data.
Stage              Input owner       Action owner      Approval owner
Claim preparation  ______________    ______________    ______________
Submission status  ______________    ______________    ______________
Payer response     ______________    ______________    ______________
Payment activity   ______________    ______________    ______________
Account follow-up  ______________    ______________    ______________

4. MAKE EXCEPTIONS ACTIONABLE
[ ] Separate rejection, denial, missing-information, and approval queues.
[ ] Agree on permitted routine actions and actions requiring approval.
[ ] Set the route for clinical, coding, policy, and financial decisions.
[ ] Define what a follow-up note must contain: source, date, result, next owner.
[ ] Identify the escalation contact and review cadence for stalled items.

5. CLOSE THE LOOP
[ ] Define the output or evidence needed to mark work completed.
[ ] Agree how the receiving team accepts the handoff.
[ ] Review recurring exception reasons, not only aggregate totals.
[ ] Record open decisions and who will resolve them.
Next action: _______________________ Owner: _________________________

Do not upload a completed worksheet containing sensitive information to the
public website. Any later operational-record exchange requires an approved
channel and handling process. Final responsibilities depend on written scope.