Meet Our Consultants


Financial Systems Consulting

Applying their knowledge of financial systems and protocols, Lindsay and Raylyn help financial coordinators develop an in-depth and comprehensive understanding of the Financial Coordinator role. Areas covered during training include: posting contracts, management of delinquencies, adjustments, negotiation of contracts, electronic insurance filing and follow-up, and financial reporting protocols. Training in credentialing and working with PPO insurance companies is also available. Our financial team will provide your financial coordinator with the tools needed to maximize AR, minimize delinquencies, and ensure the financial systems are running seamlessly and with maximum efficiency. 

Accounts Receivable 

• Contract preparation and presentation

• Understanding adjustment types and their purpose

• Monitoring practice delinquencies

• Workflow protocol for Financial Coordinator role

• Collection protocols 

• Renegotiating a contract 

• Auto draft / FLEX spending accounts


• Estimated insurance benefits 

• Understanding insurance payments, waiting periods and deductibles and how they affect insurance contract

• Coordination of primary and secondary insurance

• Processes for filing PPO claims that include additional procedures

• Claim monitoring

• Process for claim disputes/appeals