Four weeks. I'm in your office twice, working the list with your team — actual calls, not a handover. You keep the routine that's left behind.
What actually changes
The checkout conversation
The ask that stops a balance forming in the first place. Written word for word, so it sounds the same whether it comes from your veteran or from someone on their third day.
1
The claim follow-up cadence
Who on your team checks the unsent-claims queue, on what day, and what happens when an estimate and an EOB disagree. Named owners with dates, not "the front desk." We design the cadence; your biller works the claims.
2
The statement ladder
What goes out on day 31, day 61 and day 91, who signs off when an account stops getting statements and starts getting a decision. Dated stages, so nothing ages by accident.
3
The written SOP
4
Printable, in your practice's language, covering the steps that actually produce aged balances. It outlives whoever is at the desk this year.
The monthly review
We re-rank the worklist and check one number: whether the 90-plus bucket is shrinking as a share of what patients actually owe you — under 10% within 120 days, then under 3%. If it isn't, we change the plan, not the report.