Meet Our Consultants

lindsay quinn

Financial Systems Consulting

Applying her knowledge of financial systems and protocols, Lindsay helps 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. Lindsay’s financial expertise will provide your financial teams with the tools needed to maximize AR, minimize delinquencies, and ensure your practice financial systems are running seamlessly.


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


• Calculating 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