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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)
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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.
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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
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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
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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.
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Springbrook Consulting, LLC
Email: info@springbrookconsulting.com
Phone: 260-715-9342
Built on outcomes. Not hours.