Inbound Document Routing is Your Bread and Butter

Inbound Document Routing - Bread and ButterBack in the day, when HME providers needed documentation, gathering necessary supporting documents was a very manual process. Providers would have to physically request the clinical forms from the physician, wait to receive them back in the mail, manually sort the papers once they arrived...and try to not lose any in the process. Then, there was the task of scanning those documents into the system and indexing them to the patient’s order.

The process was nothing short of cumbersome and inefficient. Not to mention, what would happen if an audit occurred and documents were missing?

Inbound Document Routing is a simple, integrated process that gives providers a way to produce an event that triggers the entire intake process, a way to organize and associate documents with an intake order, and a way to ensure that they receive and keep their money.

1. Inbound documents standardize your order intake process.

  • Receive the inbound document in the work queue, easily sort and view it
  • Create an intake from that document in the queue—or add it to an existing intake
  • Assign a CSR to the intake order
  • Automatically organize and associate chart notes, CMNs, denials—or other documentation—received to the patient’s order number

2. Documents can’t get lost, which means you’re prepared if you get audited.

Keeping track of documents that come in electronically via a referral fax is a simple way to eliminate lost forms. Once the clinical forms are received, they are routed electronically and can be attached to intake orders or staff there is an audit trail of every chart note or document. And since they are stored electronically, it also provides for easy and efficient retrieval in the event you are audited.

3. Inbound document routing is your bread and butter.

Clinical documentation is directly related to your revenue stream—so make sure you maintain visibility of when those requested papers arrive. Receiving your documents electronically with Inbound Document Routing not only gives you that visibility, it also helps you store documents electronically against the patient order so that you get paid. And, in the event of a claim denial—or even an audit—finding the requested patient material will be critical to expedited payment, reducing your DSO and keeping your money.

Interested in more about Inbound Document Routing? Contact