Start with the assigned work
Show the number of claims assigned and reviewed. Keep the reporting period and claim-batch definition consistent so the comparison is meaningful.
Separate actions from outcomes
Follow-up attempts, payer responses, claim corrections, and resolved claims are different measures. Define what “resolved” means for this engagement.
Highlight what needs the practice
List the outstanding questions, required documents, and upcoming deadlines in the approved system. Keep ordinary management summaries free of patient details.
Verify financial information
Reconcile payment figures with the practice’s records. A payment arriving during the pilot does not, by itself, prove that the pilot caused it.
End with the next priorities
State what happens next, who owns each action, and how much of the agreed effort remains. The report should help the team make a decision.