Medical Billing and Coding Auditing Services Workflow

Step 1: Initial Client Inquiry

Type: Send Email

This step begins when a potential client reaches out to initiate communication. This can occur through various channels such as phone calls, emails, online forms, or social media messages. The primary purpose of this initial contact is usually to inquire about services offered by the business or express interest in working with them. At this point, the goal for the business is not to provide detailed information but rather to acknowledge receipt of the inquiry and schedule a follow-up conversation if necessary. In some cases, clients may submit a brief questionnaire or form detailing their specific needs and goals. This information can help guide further communication and ensure that any subsequent conversations are relevant and valuable to both parties.