SOP: Client Billing Disputes & Rates
A 4-step procedure for acknowledging, investigating, and resolving client billing disputes.
What’s Included in This Resource
- ✓ 24-hour acknowledgement and dispute logging
- ✓ Timesheet and rate-card reconciliation
- ✓ Credit note / re-invoice and prevention loop
SOP: Resolving Client Billing Disputes & Rate Inquiries
A structured 4-step financial procedure to investigate invoice discrepancies, verify EVV GPS timesheet evidence, and protect client relationships.
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1
Formal Intake & Acknowledgment
Log billing query in financial CRM within 24 hours and issue formal acknowledgment reference number.
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2
Timesheet & Contract Rate Reconciliation
Audit verified GPS arrival/departure timestamps against care plan hours and contract rate card.
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3
Resolution & Credit Note Issuance
If an error occurred, issue linked credit note (CN-YYYYMMDD-XXXX) or provide audit evidence justifying charges.
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4
Root Cause Feedback Loop
Review scheduling or timesheet workflow errors with care coordinators to prevent repeated billing issues.
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