Medical Billing and Coding: Step-by-Step Patient Registration to Collections

Step 1: Pre-Registration / Registration

Gather patient info, demographics, insurance before or at arrival.

Step 2: Insurance Verification

Confirm insurance eligibility, coverage, copay, deductible.

Step 3: Patient Check-In

Patient signs forms, presents ID and insurance card.

Step 4: Review Coding Compliance

Make sure ICD-10 (diagnosis), CPT/HCPCS (procedures) are correct.

step 5: Review Billing Compliance

Ensure documentation matches codes and payer rules.

Step 6: Claim Preparation & Transmission

Submit the claim electronically to insurance.

Step 7: Monitor Adjudication

Insurance reviews the claim → pay, deny, or reject.

Step 8:Patient Statement

Bill the patient for what insurance didn't cover.

Step 9: Payment Posting & Follow-Up

Post payments, fix errors, appeal denials if needed.

Step 10: Collections

Final action if patient doesn't pay (letters, agencies).