2025 End-of-Year Revenue Cycle Management Checklist

This document is a guide that outlines a comprehensive checklist for revenue cycle management (RCM) as organizations prepare to close the year 2025. It details critical areas that need to be reviewed, including scheduling and eligibility, billing and claims, patient balances, coding and compliance, and year-end compliance and key performance indicators (KPIs). The checklist serves as a tool for teams to assess their progress against annual goals and ensure compliance with updated payer and CMS rules. Each section provides specific actions to confirm that processes are optimized and that the practice is audit-ready. The document emphasizes the importance of reconciling appointments to charges, verifying benefits and authorizations, and ensuring all claims are submitted accurately and timely. Additionally, it highlights the need for effective communication with payers and managing accounts receivable efficiently, ensuring that the organization enters the new year financially sound and operationally optimized.