Revenue cycle diagram from booking or order to payment.
Map how revenue moves through your organization, from the first booking or order to final payment, with who owns each stage and what happens when a claim or invoice is not paid.
What are the possible outcomes after manager review of a claim denied twice, including the path to a manager-approved write-off?
flowchart
WHAT YOU GET
One flowchart of your revenue cycle with each stage and its owner, the checks between them, the resubmission or reminder loops and every way an account closes. It describes the process only and never handles real patient or customer records. Check each owner and loop limit.
Two worked examples
A standard brief and an edge case.
What are the possible outcomes after manager review of a claim denied twice, including the path to a manager-approved write-off?
Standard input
Outpatient clinic from booking to paid claim, with a denial loop
Organization type and scope
Riverside Physical Therapy outpatient clinic, from booking to paid claim
Stages in order, as owner | stage
Front desk | Book appointment and collect insurance details
Front desk | Verify eligibility
Therapist | Treat and document the visit
Billing team | Code the visit and create the claim
Billing team | Submit the claim to the payer
Payer | Review the claim
Billing team | Post payment and bill any patient balance
Checks and branches
Eligibility confirmed? No → ask the patient to update details or choose self-pay. Yes → treat
Claim accepted? Denied → review the reason, correct and resubmit, up to two times, then manager review. Accepted → post payment
Patient balance paid within 30 days? No → reminder statement, then payment plan offer. Yes → account closed
How an account can close
Paid in full; Moved to a payment plan; Written off with manager approval
Which step leads to a finance-director-approved write-off, and what condition selects that ending? I will retain Owner not set for overdue invoice chasing.
Boundary input
Order-to-cash cycle with partial payments, an unowned stage and long names
Organization type and scope
Wholesale bakery supplier invoicing cafés and grocery stores on 30-day terms, from order to cash received
Stages in order, as owner | stage
Sales team | Take the standing order and confirm delivery days and invoice contact
Warehouse | Pick, pack and deliver against the signed delivery note
Accounts receivable | Raise the invoice from the signed delivery note
Not set | Chase invoices that pass their due date
Accounts receivable | Match payments received to open invoices
Checks and branches
Delivery note signed with no shortages? No → issue a credit note, then invoice the corrected amount. Yes → invoice
Invoice paid by the due date? Paid in full → close. Partly paid → chase the balance. Not paid → chase, up to three reminders, then account on hold
How an account can close
Paid in full; Account on hold after three reminders; Balance written off with finance director approval
A general business revenue flowchart rather than a medical one. Checks that the stage with no owner shows "Owner not set", the three-way payment check has three labeled edges, and the reminder loop exits after three tries.
Same task, three directions
Pick a direction to start from.
01
Medical billing flow chart
A clinic or practice cycle from scheduling to final payment, with eligibility, claims and patient balances shown at the level of roles and stages.
02
Order-to-cash for a business
A general revenue flowchart from order to cash received, for suppliers, agencies or subscription businesses.
03
Front end and back end split
The cycle divided into the stages before the service and the stages after it, for explaining handovers between teams.
What the template keeps
The parts that stay consistent.
01
Ownership, including gaps
Each stage shows who owns it, and stages with no owner are marked rather than assigned.
02
Loops with limits
Resubmissions and reminders return to the right stage and show when they stop.
03
Process, not records
The chart describes roles and stages. No names, amounts or account data appear on it.
How to use it
From details to a result.
01
Describe the organization and scope
Say what kind of organization it is and where the cycle starts and finishes.
02
List stages with owners
One line per stage in order. Write "not set" where no one owns a stage yet.
03
Add checks, loops and endings
Say where denied, unpaid or partly paid items go and how many times a loop can repeat.
04
Review in Vizify, then check the loops
You send it when ready, then confirm every path reaches a way the account closes.
Output boundaries
What to check before you use it.
This diagram describes a process. It does not read, store or process medical, billing or financial records.
Vizify does not check your process against payer rules, billing regulations or accounting standards.
Codes, amounts and time limits appear only as general wording you write, never as record-level data.
Layout is automatic and loops can cross. Export formats are set by the Vizify App, not by this template.
QuestionsCan I use this for a medical billing flow chart?+
Yes, at the level of roles and stages, such as eligibility checks, claims and patient balances. Do not paste patient details or real claim data into the brief.
Does it work for businesses outside healthcare?+
Yes. A revenue flowchart for a supplier or agency follows the same pattern, from order to invoice to payment. The boundary example on this page is one.
How do I show denied or partly paid claims?+
Write the check with every outcome, such as accepted, denied or partly paid, and say where each one goes. Add a limit to any resubmission loop.
Will the revenue cycle diagram tell me where we lose money?+
No. It shows the process you describe. Finding where revenue is lost needs your own data and analysis, which you can then mark on the diagram yourself.
