ZAVISA
RCM
Internal — Billing Discovery
Practice:
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Deal ID:
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1
Client Basics
Primary Billing Contact
Email
Phone
Specialty / Services Provided
Number of Providers
Locations & States
EHR / PM System
Clearinghouse (if applicable)
2
High-Level Billing Snapshot
Avg Monthly Claim Volume
Approx. Monthly Collections
Payer Mix (check all that apply)
Commercial
Medicare
Medicaid
Workers Comp
MVA / Auto
Personal Injury
Self-Pay
Other
A/R Aging Estimate
31–60 Days
61–90 Days
90+ Days
Top 3 Payers by Volume
Areas Practice Wants to Focus On
3
Current Workflow
Who handles billing & follow-up?
In-house
Outsourced
Mixed
Reporting cadence today
Monthly
As needed
Other
Are denials tracked?
Yes
No
Known denial issues (if any)
Who creates charges?
Coders
Providers (acting in coding role)
Both
How are payments posted?
Auto-posted
Manual
Mixed
⚠️ Reminder: Zavisa RCM billing staff do not code visits or create charges. Clarify scope if the practice expects coding support.
4
Observed / Stated Pain Points
Inconsistent follow-up
High denials or rejections
Aging A/R
Poor reporting or visibility
Staffing gaps or turnover
Compliance concerns
Credentialing issues or needs
Other
5
Data & Access Available
Reports provided by practice
A/R aging report (60–90+ days)
Denials summary available
Read-only EHR/PM access (post-agreement)
6
Preliminary Scope Fit
Core Billing (claims, follow-up, denials, appeals, reporting)
Credentialing
Auditing
Out-of-Scope Items Identified
7
Next Steps Agreed
Additional information needed
Findings review call scheduled
Quote / estimate drafted
Not a fit (document below)
8
Internal Notes
Submitting saves this discovery to the deal record in Zoho CRM.
Completed by:
Allie Lewis
· Zavisa RCM
Save to CRM →