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Multiple Choice

A prospective billing account audit compares a completed claim form with which document?

In a prospective billing account audit, you verify that the claim you’re about to submit matches what’s recorded in the patient’s internal billing records. The billing worksheet from the patient’s account is the best document for this comparison because it lists the exact charges, dates of service, CPT/ICD codes, units, and any adjustments tied to that patient. This is the source of truth used to ensure the claim reflects the services billed. Encounter forms and superbills relate to capturing and generating charges, but the audit’s reconciliation is performed against the patient’s billing worksheet to confirm accuracy. The insurance eligibility report checks coverage matters before billing, not the specific charge accuracy on the claim.

In a prospective billing account audit, you verify that the claim you’re about to submit matches what’s recorded in the patient’s internal billing records. The billing worksheet from the patient’s account is the best document for this comparison because it lists the exact charges, dates of service, CPT/ICD codes, units, and any adjustments tied to that patient. This is the source of truth used to ensure the claim reflects the services billed.

Encounter forms and superbills relate to capturing and generating charges, but the audit’s reconciliation is performed against the patient’s billing worksheet to confirm accuracy. The insurance eligibility report checks coverage matters before billing, not the specific charge accuracy on the claim.