Temporary Engagement to Stabilize Insurance A/R During a Staffing Transition

Client Background

A solo general practitioner contacted Better Practice Solutions after facing sudden disruptions in insurance claim management.

The Challenge

The team member who had been handling insurance claims left the practice, leaving no clear follow-up process in place. Invisalign claims were also being tracked manually, creating inefficiency and risking reimbursement delays. The practice needed temporary, expert support to stabilize insurance A/R while recruiting a replacement.

Our Solution

Better Practice Solutions applied our proven claims workflow systems to restore structure and consistency. We streamlined Invisalign claim tracking, eliminated manual reporting, and aggressively followed up on outstanding claims. At the same time, we identified process gaps and prepared for a smooth transition once a new staff member was hired.

The Results

• All >90-day claims cleared within the first few months
  
• Over-60-day claims reduced by nearly 80% during the engagement
  
• Manual Invisalign reporting eliminated
  
• Insurance A/R stabilized, giving the doctor time to focus on patient care and staff recruitment
  

Transition & Training

Through a temporary engagement of 10 months, Better Practice Solutions provided coverage and continuity while the doctor searched for just the right new hire. When the new team member joined, we provided hands-on training and support to ensure they could confidently manage claims using the systems we established.

Key Takeaway

Temporary engagements can bridge staffing gaps without disrupting collections. In this case, Better Practice Solutions eliminated aged claims quickly, maintained stability for nearly a year, and left the practice with a trained team member and strong systems — proof that better is always possible.