Qualify, classify, and script a prospect in five steps. Every answer shapes the next question.
Who is this prospect? Start with the basics.
How big, and how is revenue cycle performing?
Enter as a number, no commas or $
Adjust sliders to match the prospect's payer distribution. Total must equal 100%.
Total: 100%
Rate each factor 1–10 based on what you know or suspect about this prospect.
How often are claims denied? How severe?
Clinical notes incomplete? Billing can't code from docs?
Audit risk? Regulatory gaps? Accreditation issues?
Manual processes? Staff overwhelmed? Rework?
Services delivered but not billed? Under-coding?
Modifiers Applied
Tailored to this prospect's archetype. Select the persona you'll be speaking with.
Qualification summary
Ownership
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Payer Class
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Size Class
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