SHANMEDTECH | REVENUE-CYCLE REPORTING QUESTIONS
Business planning worksheet | Version 1.0

Purpose: connect each report to a decision, a definition, and a next action.
Use aggregate or synthetic information only. Do not enter patient names,
identifiers, medical details, or account-level financial information here.

1. WHAT DECISION WILL THIS REPORT SUPPORT?
[ ] Identify who will use the report and how often.
[ ] State the decision in plain language: assign work, resolve a blocker,
    examine a repeated exception, or reconcile a difference.
[ ] Separate financial-result measures from operational-activity measures.
Decision to support: ________________________________________________
Report owner: ______________________ Review cadence: _________________

2. ARE THE DEFINITIONS ALIGNED?
[ ] Name the source system and approved source report.
[ ] Define the reporting period and transaction cutoff.
[ ] Identify included locations, providers, payers, and balance categories.
[ ] State exclusions and the treatment of adjustments or reversals.
[ ] Define the aging basis and status labels.
[ ] For percentages, state the numerator and denominator.
[ ] For comparisons, check that both periods use the same definitions.
Definition needing agreement: _______________________________________

3. CAN WE SEE WHY WORK IS WAITING?
[ ] Distinguish ready work from incomplete inputs.
[ ] Separate awaiting payer response from awaiting client action.
[ ] Show exception reasons alongside volume or aging.
[ ] Identify the next owner and the intended review point.
[ ] Make unresolved approval dependencies visible.

4. ARE THE FIGURES TRACEABLE?
[ ] Confirm when the source was last refreshed.
[ ] Explain whether counts represent accounts, claims, lines, or actions.
[ ] Check for duplicates and items crossing reporting categories.
[ ] Agree how corrections are reflected in later reports.
[ ] Reconcile financial totals to the agreed source before using them.
[ ] Keep sample or illustrative figures clearly separated from actual work.

5. WHAT HAPPENS AFTER THE REVIEW?
[ ] Assign an owner for each material exception or open question.
[ ] Record whether action belongs to operations, the practice, or a payer.
[ ] Track recurring reasons that warrant process changes.
[ ] Agree how an improvement will be evaluated without assuming an outcome.
Action: ____________________________ Owner: _________________________
Next review: ________________________________________________________

Illustrative charts explain reporting concepts; they are not client results,
financial forecasts, or promised performance. Use the definitions and sources
agreed for the actual engagement.