P PicardiSolutionsLLC
Revenue Cycle & Claims Operations Investigation

We find where the money went.

Revenue doesn't disappear — it hides. We investigate the medical claim from both sides: physician practices losing money to denials and underpayments, and Medicare & Medicaid health plans exposed by payment accuracy and timeliness gaps. Claim by claim, evidence over assumption.

Open a Case See the Method

We investigate. You collect.

The Problem

Every dollar leaves a trail.

Buried in a denial code. A misconfigured rate. A claim nobody followed back up on. Most of it is never found — because nobody went looking at the claim level.

65%
of denied claims are never resubmitted or appealed — they become a permanent write-off.
$25–$118
the fully loaded staff cost to rework a single denied claim, per encounter.
1–5%
of net patient revenue typically lost to underpayments a standard dashboard won't surface.

Ranges reflect benchmarks commonly cited in revenue cycle and claims-operations research. Your case file quantifies your own numbers — not an industry average.

The Method

The Casework Method

Two phases. No dashboards standing in for evidence — the claim file itself does the talking.

PHASE ONE

Discovery

We start with your claims data, not a survey. We benchmark denial rates, payment timing, A/R aging, and collection patterns against industry norms and identify exactly where your numbers break from what they should be. Discovery ends with a sized opportunity worth investigating further.

Claims data pull Benchmark comparison Opportunity sizing
PHASE TWO

Investigation

This is where the casework happens. We go claim by claim into the files behind the patterns Discovery flagged, tracing each one to its root cause — a denial code, a misconfigured rate, a claim that fell out of a queue. Investigation ends with quantified findings and a remediation plan your team can execute.

Claim-level review Root cause tracing Remediation plan
Who We Work With

Two sides of the same claim.

The trail runs in both directions — so we investigate from both sides of the transaction.

Physician Practices

Revenue cycle management audits
  • Denial patterns and root-cause tracing — not just denial rates
  • Underpayment detection against your actual payer contracts
  • Aged A/R review — which balances are truly still collectible
  • Front-desk and intake collection gap analysis

Medicare & Medicaid Health Plans

Claims operations audits
  • Payment accuracy audits across claim types and provider categories
  • Timeliness compliance review against prompt-pay and CMS requirements
  • Denial and appeal integrity — are determinations defensible on the file
  • Regulatory exposure assessment, before an audit finds it first
Case Files

From the case files.

Anonymized, generalized summaries. Every engagement's specifics stay with the client.

Case File No. 001 — Claims Operations
The Health Plan With a Clean Dashboard
A payment-accuracy audit found one claim type paying out of contract for over a year — missed by every automated edit in place.

The health plan's internal dashboards showed payment accuracy within acceptable range across every reported category. The Investigation phase pulled a claim-level sample from a single high-volume claim type and found a fee-schedule configuration error that had gone live fourteen months earlier. No automated edit caught it, because the edit was built to check the wrong field. The finding was quantified, traced to the exact configuration change, and handed back with a corrected remediation path — plus a re-measurement plan to confirm no other claim types carried the same defect.

Case File No. 002 — Practice Audit
The Practice That Wrote Off $190K and Thought It Was Normal
Root cause traced to a single unresolved clearinghouse rejection code; the majority of the balance was still recoverable.

The practice had normalized a steady monthly write-off as the cost of doing business — "that's just how billing goes." Discovery flagged an aging pattern well outside benchmark. Investigation traced it to one clearinghouse rejection code that front-desk staff had been manually clearing without resolving the underlying eligibility mismatch it flagged. Every claim behind that code was still inside the timely filing window. The practice recovered the majority of the balance and closed the front-end gap that created it.

Case File No. 003 — Claims Operations
The Timely Filing Clock Nobody Was Watching
An appeal-turnaround compliance gap at a mid-size Medicaid plan traced to a single upstream intake bottleneck.

A routine compliance review flagged a rising rate of appeal determinations issued outside the state-mandated window. Investigation traced the delay not to the appeals team itself, but to an intake step three departments upstream, where correspondence sat in a shared queue with no clear owner. Once the bottleneck was named and reassigned, the compliance gap closed — and the plan had documentation showing exactly why, ready for its next regulatory review.

Why This Approach

Most consultants hand you a dashboard.

We hand you the file — the evidence behind every number, not a summary of it.

Typical RCM Consulting

  • Aggregate percentages and dashboard metrics
  • A sample of claims, extrapolated to a conclusion
  • Generic best-practice recommendations
  • One report, then the engagement ends

The Casework Method

  • Claim-level evidence — the actual file, not a sample
  • Findings traced to a specific, named root cause
  • A remediation plan built for your workflow
  • Re-measurement after implementation, to confirm the fix held
Core Values

The rules of casework.

Every engagement runs on the same five principles, regardless of size.

Evidence over assumption

We don't estimate what we can verify. Every finding traces back to a specific claim.

Follow the trail to the root

A denial code is a symptom. We keep asking why until we reach the actual cause.

The file speaks for itself

Our findings are documented in the claim data itself — not in our opinion of it.

No case too small

A $4,000 recovery gets the same rigor as a $400,000 one.

We work for the client, not the narrative

Our recommendations follow the evidence, even when it's inconvenient — for you or for us.

Open a Case

We investigate. You collect. Let's open the case.

Tell us whether you're a physician practice or a health plan, and where you think the leakage is. We'll follow up to scope a Discovery engagement.

Prefer email? Write to us directly:
hello@picardisolutions.com

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