Introduce a client to a specialist.
Define the introduction, consent to share business contact details, and the updates your team should receive.
IDR execution for RCM partners
Add specialized IDR capability without building another operating team.
PRP can operate as a referral partner, co-branded specialist, or white-label IDR extension. Define how your client relationship, communications, and handoffs will work together.
Partnership models
Fit PRP to the relationship you already have.
Coordinate a shared client experience.
Agree on shared communications, named contacts, and who answers each kind of client question.
Add IDR execution behind your brand.
Define client-facing ownership, branding, escalation contacts, and the information PRP needs to do the work.
Take it to your team
A clear starting point for the partnership conversation.
Compare the three models, review the handoff, and prepare your operating questions in one two-page brief.
Make the handoff explicit
Agree on who brings the record, makes the decision, and follows up.
Client relationship
RCM partner / client
Identify the client contact and preferred communication model.
PRP
Align updates and escalation with the agreed delivery model.
Records and authority
RCM partner / client
Arrange authorized access to complete source records and identify who can resolve gaps.
PRP
Organize received records and identify missing information through the secure workflow.
Pathway and timing
RCM partner / client
Provide plan, payment, notice, and prior-action records promptly.
PRP
Review the available route and controlling dates before accepting or initiating work.
Dispute execution
RCM partner / client
Provide requested clarifications and decisions through the agreed contacts.
PRP
Manage the agreed negotiation, filing, evidence, tracking, and communication stages.
Payment and reporting
RCM partner / client
Provide remittance and receipt information needed for reconciliation.
PRP
Keep outcomes, cash received, unpaid balances, and next actions distinct under the agreed reporting scope.
This is a discussion framework, not a fixed allocation of contractual duties. Scope, access, reporting frequency, fees, expenses, and payment-follow-up responsibilities are confirmed in the written agreement. PRP does not guarantee eligibility, a favorable determination, or collection.
Visibility and reporting
Keep the next action and the payment visible.
Portfolio overviewIllustrative data
Client A28 active3 need input
Client B14 activeOn track
Client C41 active5 outcomes posted
Pathway, stage, next action, owner, and controlling date
Missing records and unresolved questions
Original payment, determination or settlement, and subsequent receipts
Outstanding balance, agreed fees and costs, and reconciled incremental recovery
Follow a fictional matter through six stagesRead the RCM guide to outsourcing IDRFrequently asked questions
What teams usually want to know first.
Partnerships can range from a referral relationship to co-branded delivery or a white-label IDR workflow. Agree on client communications, permissions, and responsibility before the first handoff.
PRP can support the agreed eligible IDR workflow, including eligibility review, open negotiation, filing, evidence preparation, tracking, and reporting. Claim-specific route, timing, documentation, and commercial fit still require review.
RCM partners receive dashboard access. Confirm reporting fields, frequency, access, escalation contacts, and client-facing communication during implementation.
Partnership economics, expenses, fee timing, and payment-follow-up responsibilities are agreed separately based on the operating model and scope. Confirm these in the written agreement.
Bring your client and specialty mix, states, approximate monthly opportunity, current workflow, and preferred partnership model. Do not send patient information or claim documents through public forms, email, or scheduling.
Build the right partnership
Choose the handoff, branding, and reporting model together.
Bring your client and specialty mix, states, approximate monthly opportunity, current workflow, and preferred partnership model. Do not send patient information or claim documents through public forms, email, or scheduling.