a. Run insurance reports at least weekly. Daily is even better. Make sure conversations with insurance companies are properly documented and stored. A claim should be considered overdue at 30 days. Some offices even use 20 days when filing electronically.
b. If the insurance payment is not received within at least 30 days (or 20 days when filing electronically), inform the patient so he or she has a chance to contact the insurance company to handle.
c. If still no joy from the insurance company after 45 days, collect the balance from the patient.