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Insurance Follow-up Optimization
Service Overview
Springbrook’s Insurance Follow-Up Optimization transforms insurance claim follow-up workflows in Epic into a predictable, scalable process. This engagement improves cash flow, reduces denial risk, and ensures timely filing compliance by combining dynamic claim status automation, workqueue redesign, and thorough knowledge transfer.
Our AI Agent for this offering is now live:
What We Deliver
Professional Billing (PB)
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Redesigned follow-up workqueues segmented into No Response, Claim Status, and Payer Rejection.
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CER rules and follow-up profile automations to dynamically time claim status requests.
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Batch jobs to create and deliver ANSI 276 files and ingest ANSI 277 responses.
Hospital Billing (HB)
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Redesigned account workqueues using Springbrook’s framework.
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Batch Workqueues and Batch Workqueue Rules to select and time claims.
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Batch jobs and AIP configuration for outbound/inbound file handling.
Shared Components
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Payer build enabling claim status requests.
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Directories and automations for secure file transfers.
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Weekly live training sessions and comprehensive documentation.
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Optional per-payer rollout for go-live.
Implementation Process
Discovery & Scoping
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Analyze existing workqueues, payer data, and clearing vendor processes.
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Document routing logic, timing rules, and success criteria.
Configuration & Build
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Create and test all workqueues, automations, and batch processes.
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Configure AIP records and directory structures.
Testing & Validation
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Validate each build component.
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Conduct small-scale production tests on live claims.
Training & Knowledge Transfer
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Weekly live training sessions.
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Complete reference documentation.
Go-Live & Warranty
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Activate automations per payer.
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One-year warranty covering scope deliverables and Epic upgrades.
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Typical Timeline
Phase | Duration
Discovery & Scoping | 2-4 weeks
Configuration & Build | 4-8 weeks
Testing & Validation | 2-4 weeks
Go-Live Support | 4-8 weeks post go-live
Pricing
Below is our base pricing for this engagement. Actual pricing may vary based on scope, additional service areas, or complexity.
ScopeBase Price (USD)
Professional Billing Only$86,250
Hospital Billing Only$86,250
PB + HB Together$143,750
Additional Service Area (Same Operational Owner)+15% per area
Example:
Two service areas with PB+HB together:
Base Price: $143,750
Additional Area: +15% = +$21,562
Total: $165,312
Base Pricing Assumptions
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One (1) service area per billing system.
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One operational owner per billing system.
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Dedicated client analyst participates approx. 1-2 hours weekly for knowledge transfer (not build execution).
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Production and recent-clone environments (SUP/TST) provided.
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Springbrook has AIP configuration access, or a client resource performs this work.
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Clearing vendor engagement complete before project start.
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Standard payer configurations (no large-scale custom carve-outs).
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Batch automations scheduled consistently across billing systems.
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Framework reuse of existing configurations whenever maintainable.
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Small-scale production validation per payer before go-live.
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Technical Details at a Glance
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Workqueue build in Epic (account workqueues in HB, follow-up workqueues in PB).
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CER rules (PB) or Batch Workqueue Rules (HB) to determine claim status request timing.
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Batch jobs and AIP records to create and ingest ANSI 276/277 files.
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Secure directories and automations for file transfer to/from the clearing vendor.
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Per-payer rollout and activation available.
Ready to Get Started?
Contact Springbrook Consulting to discuss your organization’s needs and receive a tailored scope and proposal.
Springbrook Consulting, LLC
Email: info@springbrookconsulting.com
Phone: 260-715-9342
Built on outcomes. Not hours.
