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What we do, in the order it happens.

Six stages, from the patient's first call to the last appeal. For each one: what goes wrong, what we do, what Rook does, and what stays outside our control.

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Rook was trained across all of our clients and all specialties. Today it is in full use at one practice.

Prevent

Patient access

What goes wrong

The follow-up visit is booked off the first verification. The authorization has expired, the visit limit is reached or the plan changed mid-year, and nobody finds out until the claim comes back unpaid.

What we do

Benefits verified by phone with the carrier, on a template built with the practice. Authorizations requested with the clinical documentation, recorded, and tracked to expiration.

What Rook does

The benefit verification and authorization process runs in the workbench. The office-specific patient journey is in build.

Outside our control

Benefits are the payer's information on the day of the call. The payer decides medical necessity.

Benefit verification and authorization request form, shown blank. Step 1 offers three request types: benefit verification, specialized benefits with authorization, and authorization only. The sections that follow are practice and patient, insurance, case details, service details, documents, and notes.
The benefit verification and authorization request form, shown blank.

Revenue integrity

What goes wrong

The service was performed, and the documentation does not support the code that was billed. Most coding errors start as a documentation or workflow habit.

What we do

Chart audits by a Certified Professional Medical Auditor, before billing or on a sample afterward. Pre-bill review of CPT, ICD-10-CM and HCPCS coding. Coding education and training for providers and staff.

Outside our control

Findings reflect the documentation available at review. Final code assignment stays with the practice and the treating provider.

Detect

Claims and payment

What goes wrong

A claim goes out clean in format and wrong in content. A payment comes back short and is posted as if it were right.

What we do

Claims scrubbed before submission against payer edits, NCCI, MUE and coverage policy. Payments posted and reconciled to the deposit and to expected reimbursement. Underpayments routed to follow-up, not written off.

What Rook does

Receives each electronic remittance and parses it line by line.

Outside our control

Final reimbursement is determined by the payer.

Denial intelligence

What goes wrong

A line that paid zero is treated as a denial and appealed, though it was never appealable. A true denial waits in a queue while its filing window runs.

What we do

Every denial categorized by what its reason code means, traced to its cause, and reported back to the practice as a trend.

What Rook does

Triages each line, separates the denials from the adjustments, and routes each denial by reason code and line of business. What expires first goes first.

Recover

Appeals and recovery

What goes wrong

A generic appeal letter answers a point the carrier never made. It is denied again, with less time left.

What we do

Appeals written in the payer's own policy language, with citations to the carrier's published medical policy, the LCD or NCD, NCCI logic or state regulation. External review and state insurance department complaints where warranted. Underpayment and out-of-network recovery. ERISA and state health benefit appeals.

What Rook does

Pulls the authorized-representative form and the record, reads the record, drafts the argument, and sends the package to the carrier by portal, mail or fax.

Outside our control

The determination belongs to the payer or the reviewer. No outcome is guaranteed.

Dispute resolution

What goes wrong

The dispute is no longer about the code. It is about how the policy and the regulation are read.

What we do

New Jersey PIP arbitration prepared and followed up. Workers' compensation fee schedule disputes and litigation files, prepared with counsel. Files for federal No Surprises Act IDR and, separately, for state out-of-network arbitration. Direct negotiation on high-dollar claims. Responses to RAC, UPIC and commercial audits.

Outside our control

The arbitrator, the court or the IDR entity decides. We work in a non-attorney capacity, in coordination with the client's counsel.

LearnWhat each denial teaches goes back to the first call: as a rule in Rook, as a change at the front desk, as training for the provider.

Tell us what is not getting paid.

A revenue assessment starts with a short form that goes to the founder. Business contact details only. Please do not send patient information through this site.

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