Admin & Billing
Daily and weekly billing health, error tracking, lead capture gaps, and email automation.
Critical Issues
Billing error rate of 4.2% is 4x above target — the two biggest causes are wrong billing codes and missing authorization. Same-day claim submission is the goal but average is currently 3.1 days. Combined with the 22% new lead miss rate, fixing admin processes has the highest revenue recovery potential of any single area.
Error TypesBilling Error Breakdown
Priority FixesAdmin Action Plan
⚠ Urgent
Implement billing code checklist in Juvonno before any claim is submitted. Zero cost, immediate impact.
⚠ Urgent
Set up phone ring-all and email auto-responder to stop 22% lead loss. Each missed new patient = ~$1,200 LTV.
↗ This Month
Automate weekly billing summary report. Send to director every Friday by 4pm without manual effort.
↗ This Month
Start weekly 60+ day AR review. Assign one admin to own all outstanding claims follow-up.
Billing Error Tracker
Most common billing errors, their financial impact, and recommended fixes.
Financial Impact
The two most common errors — wrong billing codes and missing authorizations — account for an estimated $2,200/month in avoidable revenue loss. Neither requires a new system — both can be fixed with a mandatory pre-submission checklist and Juvonno workflow adjustments.
Error AnalysisCommon Billing Errors
| Error Type | Frequency | Financial Impact | Fix |
|---|
Claim CycleWeekly Billing Performance
Weekly Admin Checklist
What needs to happen every week to keep billing accurate and leads captured. Tick off as done.
How to Use This
This checklist should be completed by the admin lead at each location every week. Replace checkboxes with Juvonno tasks or a shared Google Sheet for accountability. Every item left undone for 2+ weeks compounds into a measurable revenue or lead problem.
This WeekWeekly Admin Tasks
Email Templates
Ready-to-use email templates for the most common admin communications. Copy, customize, and send.
Usage Note
These templates should be loaded into your email system (Gmail canned responses or your CRM) so staff can send in one click. The new patient inquiry response must go out within 10 minutes — after that, conversion rates drop by over 50%.
AI GeneratorWrite a Custom Email
AI Admin Advisor
Get AI-powered answers on billing best practices, admin workflows, Ontario clinic compliance, and more.
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Lead ProcessImprove New Patient Flow