Complimentary assessment

Prospective Client Practice Assessment

Complete this confidential business-practice questionnaire before your consultation so we can focus on the credentialing, billing, and workflow needs that matter most to you.

Before you begin

A clearer picture of your practice.

Your answers help us understand your current setup, priorities, payer relationships, and revenue-cycle challenges. Most practices can complete the assessment in about 10–15 minutes.

Seven focused sectionsNo patient information requestedSent directly to AdrienneReviewed before your consultation

Protect sensitive information

Do not enter passwords, Social Security numbers, banking information, patient names, dates of birth, diagnoses, or other patient PHI. Sensitive documents belong in the secure client portal after your access is approved.

Questions? Email Adrienne

4Insurance Payers & Credentialing

For each payer, check every statement that applies.

Payer	In network	Pending	Rate known	Want to join
Aetna	Aetna: In network	Aetna: Pending	Aetna: Rate known	Aetna: Want to join
Optum/UHC	Optum/UHC: In network	Optum/UHC: Pending	Optum/UHC: Rate known	Optum/UHC: Want to join
BCBS	BCBS: In network	BCBS: Pending	BCBS: Rate known	BCBS: Want to join
Cigna	Cigna: In network	Cigna: Pending	Cigna: Rate known	Cigna: Want to join
Healthfirst	Healthfirst: In network	Healthfirst: Pending	Healthfirst: Rate known	Healthfirst: Want to join
Carelon	Carelon: In network	Carelon: Pending	Carelon: Rate known	Carelon: Want to join
Medicare	Medicare: In network	Medicare: Pending	Medicare: Rate known	Medicare: Want to join
Medicaid/MMC	Medicaid/MMC: In network	Medicaid/MMC: Pending	Medicaid/MMC: Rate known	Medicaid/MMC: Want to join

Other payer

Payers you most want to join

Credentialing problems or prior denials

Have you reviewed actual payer fee schedules before signing contracts?

YesNoUnsure

7Revenue Cycle Self-Assessment

Rate each area: 1 = Significant problem, 3 = Needs improvement, 5 = Strong, or N/A = Not sure.

Eligibility verification

Claim submission timeliness

Rejection management

Denial management

Payment posting / reconciliation

Insurance A/R follow-up

Patient balance accuracy

ERA / EFT workflow

Payer contract / fee schedule awareness

Monthly reporting / financial visibility

Anything else you would like us to know?

I confirm that I have not included passwords, Social Security numbers, banking information, or patient PHI. *

By submitting, you agree that Credible Credentialing may use this information to evaluate your requested services and contact you about your assessment. See our Privacy Policy.