Purpose
Confirm claim status before weekly meeting + structured action plan for evolution of pending claims.
Workflow
1Day A — Capture the disaster
Initial snapshot: all pending claims, amounts, age, carrier, reason.
2Month 3, 6, 12 — Compare with Master Log
Compare evolution vs initial snapshot. Detect trends.
3Pre-meeting data verification
Billing Team confirms claim status before weekly meeting.
4Weekly meeting
Action plan discussion using Pablo's script. Booking link in calendar.
5Documentation
Plan + decisions + assignees documented in system.
Stub: Flesh out with Pablo's script + meeting template + escalation criteria.