I always start out the conversation with, "I am calling from ......", but there have been times when the adjuster will say, "so and so from your office just called me about this claim and ....." At this point I just tell them that I am the contracted biller for the group of medical providers and they refuse to speak with me any further.
I realize Linda that you have the chart notes sent directly from the office to the insurance, so this might not be the best example.My point is claims need to be followed up on. If I can't get past the the gate to follow up on claims, then way too many will go unpaid
The local state-chartered workers' comp insurance company has a policy to not release any patient information to 3rd party billing service companies. They make it very difficult for me to follow up on claims which I have submitted.