Medical Billing and Reimbursement Practice Exam 2026 - Free Practice Questions and Study Guide for Billing Professionals

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What should be documented after a precertification call?

Document the outcome of the call in the patient's health record.

Documenting the outcome of the precertification call in the patient’s health record is essential because it provides the official record that the payer approved (or denied) the requested service and captures the specific authorization details. This ensures there is verifiable proof of authorization for billing, helps attach the correct authorization information to claims, and supports compliance and future audits. The other options don’t capture whether precertification was granted or the specifics of the approval—the phone number, the appointment date alone, or the policy number may be recorded elsewhere but do not document the actual authorization outcome.

Document the phone number of the patient.

Document the appointment date only.

Document the insurance policy number.

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