Evaluation & scope
Start with the workflow you can prove.
A useful evaluation has a named practice, a bounded transaction set, clear responsibilities and acceptance criteria.
Define the first working boundary.
- Practice and specialty
- Source feed and permitted data
- Claim and payer transaction cases
- Reviewer roles and exception workload
- Provider readiness and integration ownership
- Support, recovery and acceptance responsibilities
Separate the money flows.
Practice receivables, actual cash and ITC service-fee records must remain distinct. The initial design does not initiate payments or take custody of practice proceeds.