I have essential a three provider practice, myself, and two mid-level providers. We tend to do the Sorting of documents in updox. Each provider is given a different flag color. The staff will sort the items that need to be reviewed into the different colored Flags. Some items such as insurance cards that don't need to be reviewed before filing will just be filed by the staff. Each provider will then review their flagged items and address them. They will then mark the item a different color to indicate to the staff it is ready to be filed. On the AC side of things, we have the opportunity to reconcile or what I usually end up doing is just bulk signing off on all of the items, because they have already been reviewed and addressed.
