1. Business Plan
  • Management Plan
  • Marketing Plan
  • Financial Plan
2. Marketing
  • Target market
  • Pricing
  • Unique selling points
3. Client Enrollment Process
  • Steps for enrolling
  • Practice set up-practice/provider related information, PIN, Tax id, Fee Schedule, etc.
  • Clearinghouse registration
  • Day to day information and its transfer
  • Practice/provider reports
  • Agreements
    • a: General Billing Agreement
    b: Business Associate Agreement
4. Team strengths/capabilities
  • Certifications-coding and billing
  • Team size
  • Data handling capacities
  • Career development plan
5. Industry updates
  • Billing
  • Coding
  • State laws
  • CMS (Centers for Medicare & Medicaid Services)