Case Study

$180K in unrecovered revenue found in one quarter

Physical Therapy~$4.8M revenue3 locations9 providersMidwestEHR: WebPT + Prompt

Anonymization note: Client requested anonymity while completing a transition between revenue cycle management vendors.

Collections seemed normal. Nobody was reconciling.

A 92% clean claims rate. Denial rates "within industry norms." Monthly reports from a billing company the clinic had trusted for years. By every metric the owner had access to, the revenue cycle was healthy.

The problem: nobody was reconciling billing data with bank deposits. The billing company reported what they submitted. Nobody tracked what actually got paid, what got denied and stayed denied, or what slipped past timely filing deadlines.

The owner trusted the reports. The reports were accurate — they just did not tell the whole story.

$180K gone in a single quarter

Denials sitting untouched for 45+ days on average

By the time anyone looked, many had aged past appeal windows — 70% were written off without a single appeal attempt

Claims past timely filing limits with no recovery possible

Tens of thousands permanently lost in the quarter reviewed

Underpayments accepted without appeal

Tens of thousands paid below contracted rates and never flagged

No billing-to-bank reconciliation process

Discrepancies between billed, paid, and deposited amounts went undetected

Reconciliation, accountability, and payer contract audits

The billing company was doing its job. Submitting claims. But submission is step one. Nobody owned step two: following up on denials, appealing underpayments, and reconciling what was billed in WebPT against what actually hit the bank account.

We built the systems that closed this gap.

01

Set up billing-to-bank deposit reconciliation process

02

Implemented denial management workflow with aging accountability in Prompt

03

Audited payer contracts against actual WebPT reimbursement data

04

Established monthly revenue cycle review meetings

05

Created dashboard tracking submission-to-payment lifecycle

Majority of leaked revenue recovered within 2 quarters

Revenue recovered

$0 (losses undetected)

Majority of the $180K recovered

Ongoing collections rate

88%

94%

Days to first follow-up after denial

45+ days

5 days

Billing-to-bank reconciliation

None

Monthly

Timeline: 2 quarters

We thought our billing company was handling everything. They were handling submissions. Nobody was handling the follow-up.

Founding Physical Therapist, 3-Location PT Clinic

Key Takeaway

Your billing company submits claims. Who follows up when they get denied? If nobody is reconciling billing data with bank deposits, you do not know what you are actually collecting — you only know what was billed.

Methodology

Methodology: Recovered revenue is defined as the difference between billed and collected charges attributable to fixes Sorso identified and clients implemented, measured over 90-day windows post-engagement. Figures are specific to the engagement and are not predictions.

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