Three Tiers of Intake Accuracy Training

Start with a diagnostic. Scale to ongoing coaching. Or get your whole team trained in one intensive session. Every tier is built around real scenarios — not compliance slide decks.

Not sure where to start? Most clients begin with the Intake Accuracy Audit — it gives you a documented picture of your team's specific gaps before committing to ongoing training. The other two tiers build from that foundation.

① Audit — Start Here
② Monthly Retainer
③ VIP Team Intensive

The Audit and VIP Intensive can be standalone engagements. The Monthly Retainer works best following an Audit or Intensive.

Service Details

Entry Point

Intake Accuracy Audit

$497 one-time

A 90-minute diagnostic engagement that gives home infusion leaders a documented, specific picture of where their intake accuracy gaps are — and a written action plan for closing them.

Most intake leaders have a general sense that accuracy could be improved. The Audit replaces that general sense with specific data — which five stages have the highest error rates, which error types are most common, which gaps are most directly correlated with your current denials.

Ideal For Directors of Patient Services, Directors of Home Infusion, VPs of Operations, and Intake Managers who want to know exactly what's driving their denial rate before committing to a training program.

What's Included

  • 90-minute virtual workflow assessment with Kemal Bushra
  • Review of current intake process across all 5 stages
  • Top 5 accuracy gap identification with root-cause analysis
  • Written action plan with specific, prioritized recommendations
  • 30-day follow-up call to review progress and answer questions
  • No PHI access required — no IT prep, no system access

How the Audit Works

Book and pay — you'll receive a pre-audit questionnaire to complete before the session.
90-minute virtual session: Kemal walks through your current intake workflow, asking the questions that reveal where accuracy breaks down.
Written action plan delivered within 5 business days — specific gaps, root causes, and prioritized recommendations.
30-day follow-up call to review what you've implemented and answer questions about next steps.
Most Popular
Ongoing

Monthly Accuracy Retainer

$2,500 / month · 3-month minimum

Sustained intake accuracy coaching and oversight — so the gains from your initial audit or intensive don't slip back over time. Custom simulations, weekly live sessions, and monthly accountability reporting built around your team's specific gaps.

Intake accuracy is a discipline, not a one-time fix. Coordinators get new scenarios, edge cases shift as payer rules change, and new team members need to be brought up to standard. The Monthly Retainer keeps the training active and the accountability ongoing.

Ideal For Organizations that have completed an Intake Accuracy Audit or VIP Team Intensive and want to sustain and deepen the accuracy gains over time. Also for leaders who want ongoing access to an expert for coaching, scenario review, and team accountability.

What's Included Each Month

  • Custom simulation training modules built around your team's gaps
  • Weekly 60-minute live sessions with Kemal
  • AI-powered practice scenarios between live sessions
  • Monthly accuracy review with progress reporting
  • Scenario library access and updates as payer rules change
  • Leadership coaching on oversight protocols and AI-readiness
  • 3-month minimum commitment; month-to-month thereafter
What You Walk Away With

After three months: measurable accuracy improvement across your team's targeted gap areas, a custom simulation library built for your specific workflow, monthly progress reports documenting improvement, and a team that has built consistent accuracy habits — not just completed a training event.

A Typical Month Looks Like:

  • Wk 1 Custom scenario module + live debrief session
  • Wk 2 AI-powered practice scenarios + async feedback
  • Wk 3 Edge-case simulation + escalation protocol review
  • Wk 4 Monthly accuracy review + next month planning
Book a Discovery Call

We'll discuss fit and build a custom scope before you commit.

⚡ Fastest Results

VIP Team Intensive

$4,500 per event · up to 10 coordinators

A full-day virtual intensive that moves your entire intake team through scenario-based simulation training — building real judgment in a single focused session. The fastest path from current accuracy level to measurable improvement.

The VIP Intensive is built for leaders who need to close a training gap quickly — before an upcoming audit, after a significant denial trend, or when onboarding a rebuilt intake team. It's not a webinar or a group compliance session. It's an intensive simulation day with live scenario exercises, debrief, and custom materials your team keeps.

Ideal For Organizations facing an upcoming audit, experiencing a spike in denial rates, rebuilding an intake team, or implementing a new AI-assisted intake tool and needing the team trained for oversight before go-live. Up to 10 coordinators per session.

What's Included

  • Full-day (6-hour) virtual team training session
  • Live simulation exercises across all 5 intake stages
  • Custom training materials developed for your team's context
  • Pre-session intake workflow assessment to customize content
  • Post-session written debrief and action items per coordinator
  • 30-day follow-up coaching (two 30-minute sessions with Kemal)
  • Covers up to 10 coordinators — additional coordinators priced on request
What You Walk Away With

A team that has worked through live simulation exercises covering every intake stage — with judgment-building debrief, custom training materials they keep, individual action items, and 30 days of follow-up coaching to reinforce what was practiced. Not a certificate of completion. Actual skill development.

The Intensive Day Structure

9:00 AM Intake accuracy baseline assessment + team calibration
10:00 AM Referral intake + insurance verification simulation block
12:00 PM Break
1:00 PM Prior auth + clinical/pharmacy handoff simulation block
3:00 PM Start-of-care confirmation + AI oversight scenarios
4:30 PM Team debrief + individual action planning

Which Tier Is Right for Your Team?

Feature / Detail Intake Accuracy Audit
$497 one-time
Monthly Retainer
$2,500/mo
VIP Team Intensive
$4,500/event
Format90-min virtual assessmentWeekly live sessionsFull-day virtual intensive
DurationOne-time engagement3-month minimumSingle-day event + 30-day follow-up
Participants1–2 leadersTeam of up to 10Up to 10 coordinators
Simulation Training—✓ Custom monthly modules✓ Live scenario exercises
AI-Powered Scenarios—✓ Between live sessions—
Written Deliverable✓ Action plan report✓ Monthly accuracy reports✓ Debrief + individual action items
Follow-Up Coaching30-day follow-up callOngoing weekly30-day (two sessions)
Ideal Starting Point✓ Start hereAfter Audit or IntensiveWhen speed is priority
AI-Readiness ContentAssessment only✓ Full oversight curriculum✓ Oversight scenario block
No PHI Required✓✓✓
Software-Agnostic✓✓✓
Next Step Get Started Book a Call Inquire

Questions We Hear From Intake Leaders

Most existing training programs are built around general healthcare compliance or EHR navigation — not the specific judgment calls that drive intake accuracy in home infusion. They also tend to be event-based (completed once, rarely revisited) and slide-dependent (passive consumption, not active decision-making). IAA training is simulation-based, operationally specific to home infusion intake, and focused on building the pattern-recognition your coordinators need to catch errors before they become denials. If your existing training were sufficient, your denial rate would reflect it.
A single infusion claim denial for a high-acuity therapy can represent $15,000–$50,000+ in revenue at risk. If your current denial rate has even two or three intake-rooted denials per month, the training investment pays for itself in the first recovered claim. The Monthly Retainer isn't a training expense — it's an accuracy investment with a direct revenue impact. The Intake Accuracy Audit, at $497, gives you the data to make that ROI case internally before committing to ongoing training.
IAA training is designed to run in parallel with your operations — not instead of them. The Intake Accuracy Audit requires 90 minutes from one or two leaders. The Monthly Retainer requires coordinators to attend one 60-minute live session per week and engage with practice scenarios between sessions (typically 20–30 minutes of self-paced work). The VIP Team Intensive requires one full day — which most leaders find they can schedule during a typically slower day of the week. All training is virtual, so there's no travel or off-site coordination required.
Yes — and this is exactly the right time to engage. Building the accuracy foundation and oversight skills now, before AI tools arrive in your workflow, means you won't be training in reactive mode. Organizations that invest in intake accuracy under manual conditions tend to onboard automation tools more safely, because their teams already have the judgment to spot when automated output doesn't look right. The IAA training is fully relevant and valuable as a standalone accuracy improvement program regardless of your current technology stack — the AI-era readiness component is additive, not the baseline.
No. IAA requires zero access to your live systems, patient records, or payer portals. All simulation training uses fictional patient data specifically constructed to mirror real-world complexity without any HIPAA exposure. No IT setup is required. No vendor access agreements are needed. Your compliance posture is fully protected throughout the engagement.
Yes. The Intake Accuracy Audit and Monthly Retainer are particularly well-suited to smaller intake teams, because the gaps in a small team are often more operationally consequential — there are fewer people to catch errors before they escalate. The VIP Team Intensive is designed for teams of up to 10 coordinators; smaller teams typically get more focused individual attention during the session. If you have fewer than three coordinators, contact us and we'll discuss the right scope.

Start with a Free Intake Workflow Overview

30 minutes with Kemal. No pitch, no pressure. A real look at where your intake accuracy stands and what it would take to close the gaps.