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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.

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Our AI Agent for this offering is now live:

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What We Deliver

Professional Billing (PB)

  • Redesigned follow-up workqueues segmented into No Response, Claim Status, and Payer Rejection.

  • CER rules and follow-up profile automations to dynamically time claim status requests.

  • Batch jobs to create and deliver ANSI 276 files and ingest ANSI 277 responses.

Hospital Billing (HB)

  • Redesigned account workqueues using Springbrook’s framework.

  • Batch Workqueues and Batch Workqueue Rules to select and time claims.

  • Batch jobs and AIP configuration for outbound/inbound file handling.

Shared Components

  • Payer build enabling claim status requests.

  • Directories and automations for secure file transfers.

  • Weekly live training sessions and comprehensive documentation.

  • Optional per-payer rollout for go-live.

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Implementation Process

Discovery & Scoping

  • Analyze existing workqueues, payer data, and clearing vendor processes.

  • Document routing logic, timing rules, and success criteria.

Configuration & Build

  • Create and test all workqueues, automations, and batch processes.

  • Configure AIP records and directory structures.

Testing & Validation

  • Validate each build component.

  • Conduct small-scale production tests on live claims.

Training & Knowledge Transfer

  • Weekly live training sessions.

  • Complete reference documentation.

Go-Live & Warranty

  • Activate automations per payer.

  • 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

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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

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Base Pricing Assumptions

  • One (1) service area per billing system.

  • One operational owner per billing system.

  • Dedicated client analyst participates approx. 1-2 hours weekly for knowledge transfer (not build execution).

  • Production and recent-clone environments (SUP/TST) provided.

  • Springbrook has AIP configuration access, or a client resource performs this work.

  • Clearing vendor engagement complete before project start.

  • Standard payer configurations (no large-scale custom carve-outs).

  • Batch automations scheduled consistently across billing systems.

  • Framework reuse of existing configurations whenever maintainable.

  • Small-scale production validation per payer before go-live.

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Technical Details at a Glance

  • Workqueue build in Epic (account workqueues in HB, follow-up workqueues in PB).

  • CER rules (PB) or Batch Workqueue Rules (HB) to determine claim status request timing.

  • Batch jobs and AIP records to create and ingest ANSI 276/277 files.

  • Secure directories and automations for file transfer to/from the clearing vendor.

  • 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.

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Springbrook Consulting, LLC

Email: info@springbrookconsulting.com

Phone: 260-715-9342
Built on outcomes. Not hours.

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