Software & apps · Planning worksheet

Billing queries: give disputes an owner

Illustrative situation

Patients or partners raise an invoice question but the query is passed between reception and finance.

The decision

Create a visible administrative query record with an owner and next action. Separate the billing question from any clinical or service complaint route the organisation requires.

Rehearse this before accepting the change

Transfer a fictional query between teams; confirm that responsibility never becomes blank.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure queries waiting without a recorded next step.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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