How We Work

A framework — not a formula.

Every engagement is different. But our framework gives each one a shared language, a clear starting point, and a structured path to measurable outcomes.

The Framework

Three layers. One framework.

Our work is built on three layers — each one adding depth and specificity. The foundation stays constant; the application is always tailored.

Five Dimensions

We evaluate PI programs across five dimensions.

Every assessment starts here. These dimensions provide the structure to compare apples to apples — across organizations, vendors, and time.

The Reference Framework

Cost Containment is the big picture. Payment Integrity is where we work.

Most organizations think of Payment Integrity in isolation — a set of edits, audits, and recoveries. We see it differently. PI is one critical component within a broader cost containment ecosystem that includes plan administration, pre-service controls, provider management, analytics, technology, policy, and governance. Our Reference Framework maps the full landscape so you can see exactly where PI fits — and where the opportunities are. The nine capabilities in the upper right of the framework represent the core PI functions where we go deepest.

Claim Editing

Pre-pay and post-pay claim edits including eligibility checks, code edits (NCCI, MUE), benefit and policy rules, duplicate detection, and clinical pends.

Code Review

DRG validation, clinical validation, itemized bill review, and medical coding accuracy programs to ensure claims are paid correctly.

COB

Coordination of Benefits — ensuring total payments across multiple health plans don't exceed 100% of allowed charges for dual-coverage members.

Subrogation

Third-party cost recovery for injuries or conditions with external liability — auto accidents, workers' compensation, and other liability cases.

Clinical Review

Medical necessity and appropriateness of care reviews — ensuring clinical services meet established criteria and coverage guidelines.

Data Mining

Pattern-based analysis across claims data to identify overpayments, billing anomalies, and recovery opportunities at scale.

Itemized Bill Review

Line-by-line review of high-dollar facility claims to identify charge capture errors, unbundling, and pricing discrepancies.

Credit Balance

Identification and resolution of negative account balances — recovering overpaid funds through credit balance programs and issue refunds.

FWA

Fraud, Waste, and Abuse — detection, prevention, investigation, and training programs that protect program integrity and reduce financial leakage.

What You Get

Offerings built on the framework.

Every deliverable is structured, evidence-based, and designed to drive decisions.

Intelligence

Payer Capability Assessments

Comprehensive evaluations of your PI program across all five dimensions — benchmarked against the market and your peers. Delivered as a detailed report with prioritized recommendations.

Intelligence

Market Profiles

Detailed profiles of PI technology and service providers — capabilities, positioning, competitive dynamics, and market trajectory. Built from public data and proprietary operational intelligence.

Foundation

PI 101 & Reference Framework

The foundational session and common classification system that brings clarity and shared language to every PI conversation. Available as a standalone engagement or integrated into any project.

How We Deliver

Formats that fit your needs.

Foundational Sessions

Interactive, facilitated sessions — from PI 101 foundations to deep-dive strategy workshops tailored to your team.

Reports & Deliverables

Structured, evidence-based reports with clear findings, benchmarks, and prioritized recommendations.

Advisory & Embedded

Ongoing advisory relationships and embedded support for organizations navigating complex PI transformations.

Ready to Talk?

We don't do long sales cycles. If you see your challenge, or want to know where you stand, we're ready to help.

Let's Connect