Revenue Cycle Review + Action Plan
I look at what's actually happening in your revenue cycle, tell you what needs attention and in what order, and leave you with a customized billing system your practice can run going forward.
One-time engagement. Not a retainer, not a subscription, not a percentage of anything.
What you receive
Findings
What I found in your revenue cycle and why it matters — in plain language, not billing jargon.
Prioritized Action Plan
Not forty things to fix. What needs attention first, second, and third, in the order I'd tackle them.
Customized Billing Playbook
The workflows, responsibilities, payer references, and review cadence I recommend going forward — documented and owned by your practice.
Review Session
A live walkthrough where I take you through everything, answer questions, and you push back in real time.
What the playbook looks like
Your billing processes, resolved against what a well-run revenue cycle should have in place.
| System | Status | Priority |
|---|---|---|
| Doctor-side routing | Aligned | — |
| Point-of-service collection | Aligned | — |
| Eligibility lead time | Partial | Medium |
| Denial escalation | Gap | High |
| Payment posting cadence | Gap | Medium |
| Write-off authority | Partial | Medium |
- Implement a denial escalation ladder.
- Establish daily deposit reconciliation.
- Move eligibility verification ahead of the visit.
Sample system shown, anonymized. Statuses show whether each billing control is clearly defined and documented. Continuity is scored separately, so a process can work well today and still be a single point of failure.
How it works
- Intake callWe talk through what prompted this, what you're seeing, and what you suspect. About 30 minutes.
- Access and agreementsWe sign a Business Associate Agreement, and you set me up with a read-only user account in your EHR under my own name.
- I reviewI go through your reports, aging, denials, posting, and workflows, and figure out what's actually happening.
- Findings and playbookI build your findings, action plan, and customized billing playbook.
- Review sessionWe walk through all of it together. Everything is yours to keep and edit.
How I work with your data
To review your revenue cycle properly, I need to see it. Here's exactly what that involves — and what it never does.
- A signed Business Associate Agreement before I access anything.
- Read-only access under my own named user account. I can see; I can't change anything.
- No shared staff logins, and no passwords belonging to your team.
- No access to bank accounts, merchant accounts, or your money.
- Access ends when the engagement does.
Who this is for
A good fit if
- Something feels off in your billing and you can't name it
- Collections changed and nobody can explain why
- Important billing knowledge depends heavily on one or two people
- Your processes are inconsistently documented or hard for someone else to follow
- You want the practice — not an employee — to own the system
Not the right fit if
- You want ongoing billing done for you
- You're looking for someone to manage your biller day to day
- You want software rather than a documented system
- You're not willing to grant read-only access to your EHR
Built by an optometrist who runs a practice, too
I'm Dr. Kamri Best, a practicing optometrist and independent practice owner. I built this after getting deeply involved in the revenue cycle inside my own practice — billing workflows, payer processes, staff accountability, posting, denials, and the operational systems behind actually getting paid.
20/20 Revenue Solutions isn't a billing company. I don't want to take over your billing or earn a percentage of your collections. I help independent optometry practices understand and strengthen the systems they already own.
Find out what's actually happening in your revenue cycle
Book a short call first. We'll talk through what you're seeing and whether this is the right engagement for your practice — if it isn't, I'll tell you.
Apply for a Revenue Cycle Review →