Choose a clear group of accounts
Define the project by payer, location, provider, age range, denial category, or a fixed account list.
Protect the current workflow
Your billing team can continue current claims while the project covers only the selected older accounts. Prevent duplicate work by agreeing on assignment and status rules.
Review the status of every account
Measure progress by documented status, next action, payer response, exception, and resolution—not a few memorable account stories.