Working in an insurance firm requires a lot of time and attention. Whether it is processing claims or making underwriting decisions, having the right information at the right time matters.
One of the most important parts of that information is the Attending Physician Statement summary. A well-prepared APS medical summary can give you the clarity you need in just a few pages. However not all summary providers offer the same level of detail, accuracy, and service.
Before you trust someone to handle this critical part of your process, it’s worth asking a few key questions. Let’s see the importance of asking questions and the questions to be asked.
Importance Of Asking Questions Before Selecting an APS Summary Provider
Selecting an APS summary provider is not a simple decision. The quality and readability of these summaries can influence the claim outcomes, underwriting accuracy, and overall operational efficiency within an insurance firm.
If a summary omits crucial details, lacks clarity, or is not tailored to the specific needs of insurers, the consequences may include processing delays, misinformed decisions, and the need for repeated reviews.
By asking thoughtful and targeted questions before engaging a provider, insurers can minimize risks, improve efficiency, and enhance decision-making.
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So how do you pick the right APS summary service? Here are 10 smart questions to ask before making a decision.
1. What’s Your Experience With APS Summaries?
APS summaries require a deep understanding of medical terminology and record structures. Ask if the provider has trained professionals, preferably with medical or legal backgrounds, to work on your summaries.
2. Do You Understand Insurance Needs?
Insurance work is different from other industries. You don’t just want a list of dates and diagnoses. You need summaries that are accurate, easy to read, and highlight relevant medical issues. Ask if the provider has experience working with insurance companies. A provider with a history of working with insurers is likely to understand your needs better.
The provider must understand how insurers use these summaries. If they don’t, their summaries may be useless to you.
3. How Fast Can You Deliver Summaries?
Delays in getting summaries can delay claim decisions, and they affect your workflow and your clients. You can’t wait weeks for a summary when you’re trying to close a claim. Ask about turnaround times and if they can handle rush jobs. But also make sure speed doesn’t mean sloppy work. A fast, clear, and accurate summary is the goal.
4. Can You Request Customized Formats?
Some providers use rigid templates. Others can tailor summaries to your preferences. Find out if they can adjust to the structure you’re used to working with. Flexibility saves you time later.
5. Do You Handle Confidential Information Securely?
APS summaries contain confidential data, and it should be protected. The provider must have strong security protocols and full HIPAA compliance. Confirm the provider uses secure systems for document handling. HIPAA compliance should be non-negotiable.
6. Do You Provide Customized Summaries?
Your team may have preferred formats or data points you always look for. A flexible provider will offer customization options like flagged risk factors, medication tracking, or chronological and problem-based summaries. Ask if the provider tailors summaries specifically for insurers.
7. How Is Your Customer Support?
If something goes wrong, you want a provider who picks up the phone or answers your email fast. Look for someone who offers support, listens to your feedback, and wants to get it done. Test their response time before you sign on.
8. How Accurate Are Your Summaries?
A well-prepared summary should never leave out critical information. Even small mistakes can lead to big problems.
9. Do They Have An Online Portal Or Preferred Method Of Communication?
Smooth communication is key when you’re managing multiple files. Ask if the provider has an online portal where you can upload records, track progress, and download completed summaries. Or, if they don’t use a portal, what’s their preferred way to send and receive documents? A simple, clear process saves time and avoids confusion.
10. What Is Your Pricing Structure For Providing An APS?
Price is always a factor. Make sure you understand what’s included in the cost and whether there are any extra charges. Look for clear answers and check they have transparency in their pricing structure.
Finally, consider the overall experience. Is the provider responsive? Do they assign you a point of contact? Do they make onboarding smooth?
If working with them feels complicated from the start, it probably won’t get better.
At LezDo TechMed, we specialize in APS summary services for insurers, and we understand what you need. Our summaries are prepared by professionals who know how to dig through complex records and highlight what matters most. We tailor our reports to your type of case, whether it’s life, disability, or long-term care. Additionally, we use CaseDrive to help you track cases and communicate with ease.
Final Thoughts
Choosing an APS summary provider is a big step. You need one that aligns with your goals and keeps your work moving. You deserve speed, clarity, and accuracy. When you ask the right questions, you avoid the wrong choice.
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