Live Call May 4, 2026: Know Your Numbers, Protect Your Practice: Service Line Management & AI-Powered Revenue Recovery

Episode #12

Clinical Business Framework Live Call May 4, 2026: Know Your Numbers, Protect Your Practice: Service Line Management & AI-Powered Revenue Recovery

Revenue Cycle Management with Claude
Jennie shared how she used Claude to streamline revenue cycle management for her 410 APCM patients. She created a prompt asking Claude to help reconcile claims data from a CSV file and generate a dashboard report. While demonstrating the process, Jennie encountered technical difficulties with her screen sharing and power connection, but explained how she uses templates and SOPs to delegate chart preparation work to her daughter and other college students.

APCM Claims Tracking Tool Demo
Jennie demonstrated how she used Claude to create a tool for tracking Advanced Primary Care Management (APCM) claims and identifying missing claims. She explained the process of generating a CSV file from their registry and using Claude to reconcile patient claims against a master roster. Jennie noted that this tool could potentially be adapted for other use cases, such as tracking Spravada or TMS claims. The discussion highlighted the potential for using similar tools to streamline billing processes and recover revenue.

Patient Tracking Dashboard Demonstration
Jennie demonstrated a patient tracking dashboard she created using Claude, which helps manage service lines by tracking insurance authorization status, expiration dates, and appointment schedules. Florence expressed interest in using this tool to better track Botox patients, as she currently manages them through a complex Excel sheet that's difficult to interpret. Jennie suggested Florence try using Claude with de-identified patient data to create a similar tracking system, as it would be more robust than ChatGPT for data management tasks.

SOPs and AI Implementation Planning
Jennie and Florence discussed creating standard operating procedures (SOPs) using technology like Loom and Claude to document processes, with Jennie offering to help refine specific workflows. They talked about leveraging AI tools for higher-level thinking and problem-solving rather than just simple task completion. Florence mentioned having jury duty the next day and discussed her upcoming office opening, which will start with a half-day due to her manager's appointment and continue with a full day the following week.

Botox Billing and Reimbursement Challenges
Vineka shared that her practice was named a finalist for "best doctor in Salt Lake City," though the outcome was still uncertain. The main discussion focused on Botox billing and tracking challenges, where Florence explained her practice's experience with reimbursement issues and their exploration of using WeCare and Rise Health for more cost-effective specialty pharmacy services. Jennie advised on tracking service lines more effectively and suggested implementing quarterly reviews of fee schedules to better manage Botox profitability and identify problematic insurance contracts.