Start with a specific group of claims
Choose a payer, denial reason, age range, location, or account list. Make the group countable and exportable so both teams know exactly which claims are included.
Separate action from decision
Corrected claims, status checks, document requests, and appeal support require different levels of approval. Decide which actions are already approved and which must return to your practice.
Define what “finished” means
A denial may end in payment, corrected submission, appeal pending, payer action, practice action, or documented non-recoverability. Agree on these statuses before work begins.