Billing & finance
From draft to revenue: billing prep, submission, e-billing, WIP and rates.
The work, broken down
6.1 Billing Preparation and Drafting
Prepare a draft bill package, including proposed time movements and narrative edits, to enable partner approval and revenue conversion into a draft invoice.
6.2 Billing Submission and Revenue
Submit a bill request package through the revenue portal to obtain a draft invoice and ensure revenue has the information needed to proceed without avoidable rework.
6.3 Split Billing and Payer Changes
Produce split bills across multiple third-party payers to ensure each payer receives the correct invoice and amounts align to agreed splits.
6.4 WIP Reporting and Fee Tracking
Maintain a fee tracker to report billed amounts and WIP by workstream so internal stakeholders and, where required, clients receive regular financial visibility.
6.5 Ebilling Compliance
Apply client billing guide rules to narratives to prevent eBilling rejection and ensure only permitted activity descriptions are submitted.
6.6 Rates and Commercial Governance
Resolve incorrect rates quickly to ensure billing reflects agreed rate arrangements and avoids downstream disputes or corrections.
Every use case is delivered through grounded agents — anchored in real evidence, encoded rules and typed actions.