Health and allied health

Bookkeeping for practices that reconcile practitioner billings, Medicare or insurer deposits, and practice expenses.

Practitioner arrangements and patient billing systems vary. Patient clinical records are not required for bookkeeping and should not be uploaded.

Workflow notes

• Billing-system payout checklist
• Practice expense coding
• Practitioner payment questions

Onboarding questions

• Which practice-management system is used?
• Are practitioners employees or contractors?
• Do deposits arrive in bulk?

Limits

Clinical records are out of scope. Health-practitioner regulation is not a bookkeeping service.