Define the batch
Agree which claims are included, what work is expected, and what remains with the existing team. Use aggregate information during the sales discussion.
Make ownership explicit
Record who follows up, who approves changes, and who is responsible for each deadline. Do not assume responsibility has transferred until the handoff is agreed.
Prepare access before work
Confirm individual authorized accounts, appropriate access, the required agreements, actual delivery locations, and how information will be exchanged.
Agree how questions return
Choose the practice contact who can resolve documentation and coding questions. Define where questions are recorded and how urgent items are escalated.
Plan the end as well as the start
Decide how unresolved items, access revocation, records, and final reporting will be handled when the pilot ends.