Financial Management Focus: Billing the Correct Payer and Optimal Amount Webinar

1.00 hr
Event Archive
Financial Management Title X Family Planning Program
Last Reviewed

Title X sites commonly bill incorrect payers for services provided and forgo payment as a result.This webinar from March 2018 is on strategies related to billing the correct payer and optimal amount, a best practice highlighted in the Financial Management Change Package. We will focus on front-end procedures that help ensure accurate gathering of third-party payer information, family size, and income of all clients.

On October 4, 2021, the U.S. Department of Health and Human Services (HHS) Office of Population Affairs (OPA) amended the Title X regulations to assure access to equitable, affordable, client-centered, quality family planning services for more Americans. The 2021 final rule revoked the 2019 regulations and treadopted the 2000 regulations with several revisions for increasing access to equitable, affordable, client-centered, quality family planning services; it went into effect on November 8, 2021. While the material presented in the archived webinar is still accurate, it is important to integrate the requirements around verifying client income into your agency's practice. Specifically, grantees are required to "take reasonable measures to verify client income, without burdening clients from low-income families. Recipients that have lawful access to other valid means of income verification because of the client's participation in another program may use those data rather than reverify income or rely solely on a client's self-report. If a client's income cannot be verified after reasonable attempts to do so, charges are to be based on the client's self-reported income." 


  • Describe the importance of billing the correct payer and optimal amount
  • Identify at least one strategy to improve front-end practices
  • Identify one performance indicator sites can utilize to measure performance
  • Describe one tool available to support front-end practices

Time: 1 hour

Certificate of Completion: Yes - available after completing the evaluation at the end of the recording