The 2026 Payer closeout experience

Your Payer Problems Don’t Have to Follow You Into 2027 Without a Plan

This personalized experience is designed for practice managers and administrators who are done carrying 2026 payer concerns into next year.

Get expert, payer-side strategic direction on up to three of your practice’s most pressing reimbursement concerns. You’ll get step-by-step instruction on how to correctly address your top payer priorities, what’s keeping progress stalled, and the smartest way to move forward….

…without the time, expense, or commitment of a comprehensive consulting engagement.

see what’s included

sound familiar?

You’ve had the meetings. Studied the reports. Found yourself a “business bestie” at each payer, hoping they’d help cut through the red tape. Asked the team to do more.

And yet, here you are, approaching the end of 2026 with some of those same issues on your list AND still trying to figure out HOW to get them closed…(without writing off potentially recoverable revenue).

Meanwhile, you’re trying to protect revenue, manage your team, keep up with each payer’s different requirements, set goals for next year, and make decisions around all the other competing priorities.

The most frustrating piece of all this… You probably know WHAT the problem is. What you don’t always know is HOW to get it resolved.

And payers are not exactly lining up to help you figure that out.

They may tell you the claim is pending, the request was denied, or the issue has been reviewed.

But they’re not necessarily digging into the underlying problem, telling you that you’re taking the wrong approach, or explaining what you should be doing differently.

So your team keeps doing what they know to do.

More calls. More emails. More portal requests. More meetings.

A whole lot of activity. Same problems. Not nearly enough progress.

But, what if we remove the guesswork & extra steps, and just handed you a clear game plan to get your payer issues moving? (AKA skip the learning curve and start stacking the deck in your favor)

A stylish top view of office essentials on a vibrant orange background for remote work inspiration.

what it is

You’ve spent months trying to figure out what to do next. Let’s get you an end-t0-end game plan in 4 days.

This personalized experience gives you an actionable, year-end closeout strategy. Get guidance on up to three payer concerns that are creating the greatest frustration, financial uncertainty, or unnecessary administrative work.

You tell me what’s happening, what you’ve already tried, and where things have stalled.

I’ll do the strategic heavy lifting.

Your individualized plan is informed by my knowledge of how payers operate at both the executive and operations level, evaluate issues, and make decisions.

I’ll point you to the typical drivers, downstream impacts, what your team should do next, and the why around the recommended approach.

The promise isn’t that every issue will disappear by December 31. It’s to give you a full & clear understanding of the problems and a straightforward & efficient strategy to address them.

is this right for you?

This 2026 Year End Payer Closeout Experience Is For…

Practice managers and administrators who oversee payer-related revenue cycle performance and are responsible for getting things moving when reimbursement problems stall.

It’s especially relevant if:

You’re still dealing with recurring denials despite repeated follow-up efforts.
You’re concerned about underpayments, delayed reimbursement, or potentially recoverable revenue.
Your team is spending too much time contacting payers without reaching decisions.
There’s now a clear pattern of claims requiring three, four, or more contacts just to get an answer.
You have terminated a payer contract, but outstanding reimbursement concerns are still sitting on your desk.
You have multiple competing payer issues and need to know which deserve priority.
You thought some of your concerns were finally resolved…until the reimbursement came through and told a completely different story.
You want to enter 2027 with clearer direction and fewer unresolved questions.

IMPORTANT NOTE: The Experience is for issues involving your practice’s participating (in-network) contracts with U.S. commercial health insurance plans or Medicare Advantage plans administered by commercial insurers. It does not cover Original Medicare, Medicaid (including Medicaid managed care), or out-of-network issues.

You’re done with

All the Work. Minimal Progress.

You’re ready to see those same payer issues move off your desk instead of continually finding their way back onto it.You want to understand why they’re stalled, know what needs to happen next, and finally see meaningful progress. Fewer repeat conversations, clearer decisions, and a team that knows exactly how to move things forward.

You’re right about this…

Getting Paid Shouldn’t Be This Hard.

You want to recover outstanding reimbursement without all the extra calls, portal requests, appeals, and repeated follow-ups. You want a smarter approach that gets you closer to a decision, reduces unnecessary touches, and helps your team spend less time chasing payments.

You’re looking for

Less Frustration. More Simplicity.

You’ve got a practice to run, a team to manage, and another year’s goals to tackle. You want fewer unresolved issues, clearer priorities, and a plan your team can move forward with. A little breathing room would be nice, too. Because dealing with payers is complicated enough without having to figure out a new strategy for each unpaid claim.

what’s included

Everything You Need to Close Out
What Shouldn’t Still Be Open

the Details

Inside the Closeout Experience

Your Customized Year-end Game Plan
- I’ll evaluate your submitted concerns using my established payer strategy framework. We’ll go beyond what’s happening on the surface to identify potential root causes, where your current approach may be missing the mark, and what deserves attention first.
- Your plan will outline priorities based on financial impact and urgency, specific next steps, escalation and provider appeal considerations where applicable, and communication guidance or tools to help your team execute. We’ll also identify what needs attention now and what may need to carry into 2027.
Personalized Video
- I’ll walk you through the reasoning behind your recommendations, explain what may need to happen differently, how to approach the payer, and how to implement without new hires or new tech. You’ll understand not just WHAT to do, but WHY, so you can apply that insight to similar payer issues in the future.
- It’s not training. It’s context and guidance specific to the concerns you’ve submitted. You’ll be able to revisit the explanation as you work through the plan or share the relevant information with your team.
1:1 Strategy Support
- 3, optional, 30 minute sessions through December 31 to address unexpected payer responses, implementation roadblocks, and questions that arise as you work through your plan. If the payer throws you a curveball, you don’t have to go back to figuring everything out on your own.

Investment: $500

let’s get started have questions?

meet your payer strategist

I’ve Been on the Other Side of These Payer Problems.

As a former healthcare executive who worked inside a Blue plan, here’s what I know: getting a payer issue resolved isn’t always about being right. Sometimes it’s about knowing how the payer actually works.

Sometimes it’s the wording of an appeal that makes the difference in getting the issue properly evaluated.

Sometimes you’ve contacted so many people that everyone is busy validating what the last person did instead of actually moving things forward.

And sometimes? There’s only ONE department—or even one specific role—that can resolve your issue. The kicker? They may not even take calls from providers.

So you can make more calls, send more emails, and escalate until you’re blue in the face (pun intended). But if you’re not approaching the right people through the right process, you may not be getting any closer to resolution.

That’s where my experience comes in.

I bring that insider perspective to your Year-End Game Plan, helping you identify what’s likely keeping your concerns stalled and map a smarter path toward resolution.

Because knowing how the other side operates can change how you approach the entire problem.

More About Your Strategist →

The Process

How It All Works

01

Tell Me What’s Going On

After purchase, you’ll receive an email linking to a simple intake form. Give me the rundown: the issue, what you’ve tried, how the payer responded, where progress stalled, and the approximate dollars involved. (NO PHI)

No need to complete it the moment you purchase. Gather your thoughts and provide the details when you’re ready. You can even complete it over multiple sessions.

02

I’ll Take It From Here

I’ll evaluate your concerns using the same payer strategy framework I used helping providers from inside the insurance company.

I’ll look at what’s likely happening behind the scenes, where the current approach may be missing the mark, and what needs to happen differently.

You can leave the strategic heavy lifting to me.

03

Closeout Strategy Delivered

Within 4 business days of receiving your intake summary, your personalized game plan and video walkthrough will land in your inbox.

Clear priorities. Specific recommendations. A path forward to get those stalled payer issues moving toward resolution and finally off your desk.

The in-depth direction you’ve been looking for.

FAq

Questions About the Closeout Experience

The Experience is for issues involving your practice’s participating (in-network) contracts with U.S. commercial health insurance plans or Medicare Advantage plans administered by commercial insurers.

It does not cover Original Medicare, Medicaid (including Medicaid managed care), or out-of-network issues.

No. This is a strategic advisory experience, not an outsourced payer resolution service.
You’ll receive a personalized plan and recommendations your practice can implement. Direct payer engagement, claim-level processing, and ongoing management of reimbursement issues are not included.

No. Recommendations are developed from the summary-level information you provide, using an established payer strategy framework.
This experience does not include claim-by-claim audits, contract analysis, or independent verification of reimbursement amounts.
Where additional review is needed to determine a definitive answer, your plan may identify that as a recommended next step.

A concern is a defined payer-related issue or pattern, such as recurring denials with a particular payer, a persistent underpayment concern, or an unresolved reimbursement matter.
Each concern should be specific enough to explain the problem, previous actions, and where progress has stalled.
The experience covers up to three distinct concerns, not an unlimited review of all outstanding payer issues.

Your personalized plan and video walkthrough will be delivered within 4 business days after all required intake information has been received

Provide your best available estimate and explain what you know about the potential financial impact. The intake is intended to support prioritization and strategic recommendations, not require a completed financial audit.

No. Do not submit PHI. The review is based on summary-level payer and operational information.

No. Recovery depends on the facts of each matter, applicable payer requirements, deadlines, contractual terms, and the actions taken.
The experience provides informed strategic recommendations intended to help you evaluate opportunities and approach resolution more effectively. It does not guarantee payer decisions, payments, or year-end closure.

You can use your optional support sessions to discuss payer responses, implementation roadblocks, and appropriate next steps related to your submitted concerns.

No. Sessions are optional. They’re available through December 31, 2026, and a calendar link will be provided with your game plan for your convenience to schedule should you need to.

No, and it’s intentionally designed that way. The experience gives you personalized strategic direction without the scope, cost, or time commitment of a more comprehensive engagement. It’s ideal when you need an informed game plan and are prepared to handle implementation internally.

Some matters require a detailed review of claims, contract language, reimbursement data, or other documentation before definitive recommendations can be made. Where that’s the case, your strategic plan will identify the need for deeper evaluation rather than attempting to provide conclusions the available information cannot support.

If I need additional information to develop a useful strategy, I’ll reach out with specific questions so we can fill in the gaps. Your 4 business day turnaround begins once I have everything needed.

If your concern requires a deeper review of contracts, claims, or reimbursement data than this experience includes, I’ll let you know and explain what additional evaluation may be necessary.

The goal is to give you meaningful strategic direction, not pretend a summary-level review can answer questions that require a deeper dive.

Email us at hello@MDOfficeInsights.com

you could keep working the same problems or you could change your approach

The end of the year is already demanding enough.

You shouldn’t have to spend the remaining weeks of 2026 researching every payer process, testing another escalation approach, or wondering whether your team is pursuing the right issues.

Imagine Closing 2026 Knowing…

Which of your outstanding payer concerns deserve immediate attention—and which may not justify additional time or resources.
What’s likely contributing to recurring denials, underpayments, or stalled payer responses.
Which actions and escalation approaches may be more effective than continuing to repeat the same steps.
Where potential reimbursement opportunities warrant further pursuit.
What to communicate to the payer, what to ask for, and how to approach the next interaction.
What your team can work on now and what may reasonably need to carry into 2027.

let’s get your payer concerns moving