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🛡️ Review Shield™
Optimize Follow-Up. Defend Every Note.
Call & Account Documentation Audits That Make Your Revenue Cycle Legally and Financially Defensible.
Billing teams follow up—but are they documenting what matters?
Review Shield™ audits real account actions, follow-through, and note quality across departments—so your clinic can reduce denials, pass audits, and recover faster.
🎯 Ideal for: RCM Leaders, Compliance Officers, Billing Managers
📋 Audit Format: Remote Sample Review (EHR Screenshots, Call Recordings, Account Notes)
📈 Outcome: Actionable Documentation Risk Report + Tailored Remediation Plan.
The Reality for Most Practices
Even the most detailed A/R report doesn’t reveal the whole story.
❗ The Reality for Most Clinics
Your A/R reports only show surface-level data.
What actually happens during account follow-up is a different story:
- Staff skip critical touchpoints with patients or payers
- Account notes are vague, inconsistent, or missing key actions
- Calls are made—but no follow-through is documented
- Each department operates with different workflows
- High-risk claims age out while “easy” ones get attention
Without visibility into these actions, your revenue cycle stays exposed — no matter how experienced your staff are.
✅ When to Choose Review Shield™
- You want to audit real workflows — not just numbers
- You want to verify that follow-up aligns with internal SOPs
- You suspect weak or missing documentation across teams
- You need legal, clinical, and operational defensibility in account notes
⚠️ The Cost of Not Acting
- Denials lost to vague or missing documentation
- Legal exposure from incomplete account history
- Aged claims with no resolution trail
- Gaps in internal compliance and patient accountability
💡 Meet Review Shield™
Review Shield™ is a department-by-department evaluation of how your team handles A/R follow-up — from the first note to the last action taken.
We analyze:
- What your staff are reviewing
- How they’re documenting it
- Whether the actions taken can stand up to payer and legal scrutiny
You’ll get:
- A complete documentation audit
- Staff behavior insight
- Workflow risk exposure
- Step-by-step remediation plan
🔍 What’s Audited?
- 🏥 Front Desk / Registration
- 📝 Pre-Authorization & Eligibility
- 📥 Charge Capture & Coding
- 💸 Billing & A/R Follow-Up
- 📞 Patient Collections & Call Handling
🧪 Lite Diagnostic – $695
Perfect for smaller clinics or teams wanting a baseline check.
- Spot-check sample of accounts (1–2 departments)
- 30-Minute Strategy Call
- Summary Action Sheet
🛡️Standard Review – $1,250
The full documentation and account behavior audit.
- Full A/R Review Across Departments
- Call Audit (if applicable)
- Account Note Evaluation for Compliance & Clarity
- Departmental Risk Summary
- 1-Hour Consultation + Remediation Priorities
🧠 Premium Optimization – $2,000
For organizations ready to implement and measure real change.
- Everything in Standard
- KPI Development & Tracking Dashboard
- Follow-Up Consultation (30 Days Post Review)
- Recommendation Refinement Session
📊 Results You Can Expect
- Fewer denials from vague documentation
- Stronger legal defensibility in audits
- Clear accountability across teams
- Higher success in appeals and patient follow-up
- Improved consistency between departments
We discovered that over 20% of our accounts had notes too vague to defend in an appeal. After the Audit Shield review, our denial reversals went up and our compliance risk went down.
The department-specific feedback helped us fix our pre-auth and billing follow-up gaps in just 30 days.
Pricing That Protects Your Bottom Line
Every denied claim drains resources. Review Shield™ gives your team the exact tools to analyze, respond, and prevent denials—without the guesswork. Whether you need a one-time deep dive, a guided strategy session, or ongoing quarterly support, you’ll find a plan that delivers measurable ROI and peace of mind.
🧪 Lite Diagnostic
$695
Spot-check sample of accounts (1–2 departments)
30-Minute Strategy Call
Summary Action Sheet
Get a Quick Pulse on Your Risk Exposure.
🛡️ Standard Review
$1,250
A complete audit of how staff document, follow up, and defend accounts—department by department.
Full A/R Review Across Departments
Call Audit (if applicable)
Account Note Evaluation for Compliance & Clarity
Departmental Risk Summary
1-Hour Consultation + Remediation Priorities
Full Accountability Review. No Gaps, No Excuses.
🧠 Premium Optimization
$2,000
For teams ready to track, improve, and refine documentation quality over time.
Everything in Standard
KPI Development & Tracking Dashboard
Follow-Up Consultation (30 Days Post Review)
Recommendation Refinement Session
From Audit to Action. Then Measure the Results.
Zero-Risk Guarantee
If your Review Shield™ audit doesn’t uncover at least three actionable documentation or follow-up risks, we’ll credit your full investment toward any other Shield™ service.