Most practice owners admit they haven’t looked at an aging report in years. Sometimes “money in the bank” is a signal that things are good enough. But what if practices focused on supporting their billing specialist and prioritized revenue cycle management? In this episode of the OneSpot Insurance Billing Podcast, Cindy Braden, OneSpot VP of Sales, sits down with Jackson Pace to dig into why communication between billing specialists and practice leadership is the most underused tool in a healthy revenue cycle. 

Jackson is a CPA and founder of Refractional CFO, a firm that works exclusively with optometry and ophthalmology practices across the country. After years in the industry, he’s seen what happens when the relationship between billing specialists and practice leadership works, and when it doesn’t.

In this episode, Cindy and Jackson discuss:

• Why a simple monthly standing meeting between billers and doctors can prevent cash flow surprises and reduce burnout 
• How billing specialists can prepare for tough conversations with leadership by doing their homework first 
• What red flags practice owners should watch for that signal billing issues, even when the practice feels like it’s doing well

OneSpot Billing Resources

Watch a preview of our OneSpot Billing Tool on your own time: https://www.onespotbilling.com/2025-preview-video-onespot-billing-tool 

Visit us at our website: https://www.onespotbilling.com/

If you’re ready to talk about how OneSpot Billing can optimize your billing process, reach out here: https://outlook.office365.com/book/[email protected]/