This checklist walks practice owners and billing leads through the specific steps to prepare before deductible season starts. Four sections cover cash flow, family communication, billing workflows, and team readiness, each with concrete actions you can assign and check off before January.
Action items to review your cash position and plan for slower collections before January hits.
What to verify, what to share, and what to update with families before the benefit year resets.
Billing and collections actions your team can start running now