Workflow Management: Connect your teams

Q. What are the best ways to improve coordination between clinical and billing teams?  

A. One of the biggest inefficiencies in health care operations comes from the disconnect between clinical documentation and billing. When those teams operate in silos, it often leads to incomplete records, delayed claims and lost revenue.  

The first step toward closing that gap is shared visibility. At Nymbl, we’ve found that when both teams can see the same data in real time – clinical notes, documentation status, billing readiness – this removes guesswork and finger-pointing. That shared access turns handoffs into a true hand-in-hand process.  

Next is building workflows that serve both sides. Too often, clinical teams document based on care delivery alone, while billing teams are left chasing what’s required for reimbursement. Use a system designed to surface billing-critical items like justification notes, modifiers or signatures during the clinical workflow itself. That reduces back-and-forth and ensures everything needed for claims is captured at the point of care.  

Finally, strong coordination requires feedback loops. If a claim gets denied, the clinical team should know why, not just that it happened. That transparency builds understanding and long-term improvement.  

The goal isn’t to ask clinicians to think like billers or vice versa, it’s to make it easy for each team to do their job in a way that naturally supports the other. When that happens, efficiency goes up, revenue stabilizes and everyone feels like they’re working together instead of in parallel.  

Josh Lau is CEO of Nymbl Systems. Reach him at josh@nymbl.systems.