Every Friday, one page on the work.
Your ClaimUp manager reads every daily report your team files. On Friday you get one page: what got done, what's aging, what's stuck, what needed rework, and what we need from you. Here's an example.
- 1What got done
- 2What's aging
- 3What's stuck
- 4What needed rework
- 5What we need from you
The work itself, not hours or logins.
A records team's Friday report.
Three Medical Records Specialists at a personal injury firm. The firm, the people and the numbers are made up. The five parts are the ones you get.
Week of October 5–9
This week in one line: records moved on time. Nine requests are stuck at two providers, and three of them need signed forms from your side.
1What got done
Coverage: Marco was out Wednesday. Joy and Bea took his follow-ups, so none were missed.
2What's aging
105 requests are open. Here's how long they've been waiting.
Nine of the 14 past 30 days are the stuck requests below. The other five get phone follow-ups first thing Monday.
3What's stuck
Their records portal has rejected our login since September 28. We've asked for a new one and are calling daily until it comes.
Next step: ClaimUpThey won't release records on authorizations signed more than a year ago. They need new signed forms for three clients.
Next step: your team4What needed rework
Your demand team sent back 2 of the 28 files: the emergency room bill was missing. Both went back complete on Thursday. What we changed: checking for the ER bill is now on the hand-off checklist for every file.
5What we need from you
- New signed authorizations for the three clients on the attached list, so the imaging center will release their records.
- If anyone on your team has a contact at the hospital billing office, send us the name. We'll take it from there.
Questions on any of this? Reply to this email.
Example of the report your ClaimUp manager sends every Friday. It's built from the daily reports your team files with us.
Five parts. Two minutes.
Same five parts every week, so you can see at a glance what changed.
What got done
The work, counted by person, from their daily reports. Not hours, not logins.
What's aging
Open work sorted by how long it's been waiting, so you see a slowdown while it's still small.
What's stuck
Each blocked item, why it's blocked, and who moves it next. Most of the time, that's us.
What needed rework
Anything that came back, and what we changed so it doesn't happen again.
What we need from you
The short list only your firm can do. Your part is reading the report and answering this.
Every shift, every day, every Friday.
Every shift
Each specialist files a daily report with us: what came in, what went out, what's still waiting and what got in the way.
Every day
Your ClaimUp manager reads them the same day, works the queue with the team and follows up on what's waiting. Anything urgent reaches you the same day.
Every Friday
You get the weekly report. Once a month, a longer review shows the trends and what we'd change next.
The numbers fit the role. A records specialist reports requests and follow-ups. An intake specialist reports leads and signed retainers.
About the report.
Who gets it?
You, and anyone you add, like the person who runs the stage we're working on.
Can we choose what it tracks?
Yes. The five parts stay the same. In your first weeks, we agree with you which numbers go at the top, based on the roles you have.
What's in the monthly review?
The trends over the month, from the same daily reports: what moved, what slowed, what we did about it, and one recommendation.
Does the report cost extra?
No. It comes with training and management, which is $200 per seat, per month: training before day one, daily reports and your ClaimUp manager. Most roles are $12 an hour.
See what your Friday report would track.
On the Fit Assessment, Brady asks where work piles up in your firm. Your written proposal names the team, your ClaimUp manager and what lands in your weekly report.
45 minutes with Brady. No prep. A written proposal within 24 hours.