Is your revenue cycle working for you?

This free self-assessment walks you through the 10 core areas of rehab therapy RCM — and shows you where to focus first.

No email required!

Step 1 of 10

Financial clearance

Registration, eligibility, and authorizations.

How consistently does your team verify insurance eligibility before each visit?

Every visit, every time Most of the time Inconsistently or rarely

Are authorizations tracked and followed up before they expire?

Yes, we have a system Sometimes No clear process

Step 2 of 10

Check-in

Copay capture and insurance updates at the front desk.

Are copays collected at time of service consistently?

Yes, at every visit Usually, with exceptions Rarely or never

Does your team update insurance info when patients return after a gap?

Always Sometimes Not consistently

Step 3 of 10

Documentation

Provider workflows and timeliness of notes.

Are clinical notes completed within 24 hours of the date of service?

Yes, same day or next day Within a few days Backlogs are common

Does your documentation consistently support the codes being billed?

Yes, we audit regularly We think so, but rarely check We don't know

Step 4 of 10

Coding

Accuracy and consistency in CPT and ICD-10 selection.

How are CPT codes selected for each visit?

Providers select with review controls Providers select, no review Unclear or inconsistent

Are coding-related denials tracked and trended over time?

Yes, monthly or more Occasionally No tracking in place

Step 5 of 10

Charge capture

Visit-to-charge reconciliation and missed revenue.

Are daily visit counts reconciled against charges submitted?

Yes, daily Weekly or less often No reconciliation process

Do you know your missed charge rate?

Yes and it's under control We estimate but don't measure No visibility into this

Step 6 of 10

Claim submission

Clean claim rate and timely filing.

What is your first-pass clean claim rate?

95% or above 85-94% Below 85% or unknown

Are claims submitted within 48 hours of the date of service?

Yes, consistently Usually within a week No standard timeline

Step 7 of 10

Remittance processing

Payment posting and denial routing.

How quickly are payments posted after receipt?

Within 24-48 hours Within a week Backlogs are common

Are denials routed to the right person immediately upon receipt?

Yes, we have a clear workflow Somewhat, but informal Denials sit unworked

Step 8 of 10

Account follow-up

AR aging management and productivity.

What percentage of your AR is over 90 days?

Under 15% 15-25% Over 25% or unknown

Do billing staff have productivity expectations and work queues?

Yes, clearly defined Informal expectations only No structure in place

Step 9 of 10

Balance billing

Patient statements and collections.

Are patient statements sent on a consistent schedule?

Yes, monthly or more often Inconsistently Rarely or never

Is there a clear process for patient collections and payment plans?

Yes, documented and followed Informal process No clear process

Step 10 of 10

Performance management

KPIs, dashboards, and accountability.

Do you review RCM KPIs with your team on a regular basis?

Yes, monthly or more Quarterly or less No regular review

Do you benchmark your performance against industry standards?

Yes, regularly Occasionally No benchmarking in place