Billing handoffs
Epic billing handoff help.
Use this page to organize non-clinical handoffs between front desk, referrals, documentation, charge review and revenue-cycle teams.
Common billing handoff problems
- Required registration, referral or authorization information is missing.
- Front desk and revenue-cycle teams disagree on ownership.
- Documentation issues are found too late in the process.
- Recurring billing questions are handled differently by each staff member.
Starter checks
- Name the handoff between intake, referral, documentation and billing review.
- Identify what information must be complete before the next team acts.
- Define who owns exceptions and what must be collected before escalation.
- Keep payer, compliance and patient-specific decisions inside approved internal channels.