CySolutions Presents Functional enhancments for Centricity Practice Solutions ™ Designed specifically for FQHC’S, RHC’s

1. CySolutions Presents Functional enhancments for Centricity Practice Solutions™ Designed specifically for FQHC’S, RHC’s and Public Health Agencies

2. What is an FQHC, RHC, Look-Alike ? • Rural Health Clinics created by Congress in 1977 • Created cost-based reimbursement system for clinics located in underserved rural areas • Encouraged the use of mid-level practitioners in rural areas as reimbursement formula paid same amount for services whether done by provider or mid-level • Reimbursements processed through the Medicare/Medicaid systems • Services provided are generally primary care

3. What is an FQHC, RHC, Look-Alike ? • Federally Qualified Health Centerscreated by Congress in 1989 (Section 330 of Public Health Services Act) • Includes: • Federally Qualified Health Centers (FQHC) • Community Health Centers (CHC) • Migrant Health Centers (MHC) • Healthcare for the Homeless Centers (HCH) • Public Housing Primary Care Centers (PHPC) • FQHC Look-Alikes (FQHCLA) – Same as FQHC without the “330” Grant • Outpatient Health Programs operated by tribal organizations under the Indian Healthcare Improvement Act

4. What is an FQHC, RHC, Look-Alike ? • Administered by Bureau of Public Health (BPHC) (http://bphc.hrsa.gov) • Congress created the FQHC program to allow special Medicare and Medicaid payments for CHCs and MHCs thereby ensuring that grant dollars intended for the uninsured were available for that purpose. • Approximately 1,500 FQHC’s nationwide • Approximately 3,500 RHC’s nationwide • FQHC’s are non-profit by definition – governed by a Board of Directors of which 51% of directors must be non-employees of the health center • RHC’s can be for-profit clinics • Annual Grants are administered by BPHC. Prospective Payment System (PPS) reimbursements administered by state Medicaid system. • FQHC’s and FQHCLA’s must file annual reports with BPHC (Uniform Data System (UDS) Reports)

5. Payor Sources for CHC’s • Section 330 Grants – FQHC, Homeless (330h), Migrant (330g) – Administered in connection with Sliding Fee Discounts provided to patients (users) under 200% of Federal Poverty Guidelines – Typically 50% of encounters • Prospective Payment through Medicare (5%) & Medicaid (35%) • Title X grants – Family Planning Services • Ryan White – HIV Grant Program • State and Local Programs varies by state (examples) • BCCCP – Breast Cancer & Cervical Cancer Prevention Program • Family Pact – California Family Planning Services Program • EAPC – California Early Access to Primary Care • CHDP, KidCare, CHIPS – Pediatric Immunization Programs for Children • Participation in Chronic Disease Collaboratives including Diabetes, Cardiac Care, Depression, Cancer. • Private Grant Funding • Commercial Insurance – (10%)

6. Objectives of a CHC Implementation • Priorities for CHC’s in selecting a new system • Reporting capabilities • Compliance – UDS, Title X, CADR (Ryan White), Grants • Financial – • Accrual accounting reconciliation to cash accounting • Production/incentive compensation reporting • Reimbursement • Sliding Fee • FQHC Medicare and Medicaid • Managed Care – Both Capitation and Fee for Service • Grants and Special Programs (Indigent, Disease Management) • Automation • Table Automation • Custom Billing Preparation – Corporate billing • Automated Alert Notes – Recalls, Missing information • Managing non-billable resources

7. CHC Implementation Visit - Checklist • Initial Customer Visit includes meeting with: • Financial Department Representative • Clinical Services Manager • Billing Manager • Chief Operating Officer (optional) • We ask for the following information: • Copy or list of all compliance reports filed (UDS, CADR,Title X) • Sample of each type of claim (primary AND secondary) filed Medicare A, Medicare B, Each Medicaid program, Grant payers, Dental, Special Plans. • Customer is furnished plugins for Medicare A (UGS), Medicare B, Medicaid (all programs), BCBS/Anthem, Dental

8. CHC Implementation Visit – Checklist (more) • Custom Forms including: • Superbills • Patient Profile and Consents (bi-lingual) • Encounter Reports • Custom HCFA/UB-92/State Medicaid • Eligibility Applications • FQHC Requirements for Prospective Payment Reimbursement • Managed Care filing rules – wraparound rules • Uninsured programs • Sliding Fee programs (Standard, Title X, Ryan White, Homeless) • State/County Indigent or Homeless Programs

9. CHC Implementation Visit – Checklist (more) • Discussion of Services Delivered • Primary medical care (including labs, pharmacy) • Immunizations – funded/unfunded, in-clinic/out-clinic • Hospital/Skilled Nursing Facilities • OB/Prenatal (Table 7 UDS, CPSP) • Pediatric care • Behavioral Health • Substance Abuse • Case Management – Social Services • Dental • School based health

10. CHC Implementation Visit – Checklist (more) • Workflow discussion • Patient Registration – New/Established • Documentation required – Missing information/Required Fields/Mini-Reg • Financial Interviewers used? • Alias Tracking • Custom Demographics • Family Billing • Scheduling – Clinic Based, Resource Based • Open Access • Forward Scheduling • Time Study Requirements • Resource Based/Non-Billing Resource Appointments

11. CHC Implementation Visit – Checklist (more) • Workflow discussion (continued) • Patient Registration – New/Established • Documentation required – Missing information/Required Fields/Mini-Reg • Financial Interviewers used? • Alias Tracking • Custom Demographics • Family Billing • Scheduling – Clinic Based, Resource Based • Open Access • Forward Scheduling • Time Study Requirements • Resource Based/Non-Billing Resource Appointments

12. CHC Implementation Visit – Checklist (more) • Workflow discussion (continued) • Billing • Uninsured Patient Processing • Check-in and Checkout process • Re-registration • Insurance Eligibility • Pending Medicaid vs. Presumptive Eligibility • Copay collection • Front desk Checkout vs. completion by Billing Department • Organize transition to direct filing of claims for Medicare, Medicaid, Blues, Dental. Obtain submitter numbers • OB Case management, Dental Case Management • Medicare A/Medicare B split visit • Title X – Confidential visits • Patient Liability – Billing, Statements, Collections

13. CHC Implementation Visit – Checklist (more) • Workflow discussion (continued) • Reporting • Daily Close process • Monthly Close process – Financial reconciliation and outcome/production reporting • Year-end financial audit process • Compliance reporting – UDS, OSHPD, Title X, Homeless, CADR, etc. • Data Conversion • System in use • Discuss items to be converted including: • Demographics, Patient, Guarantor • Extended Demographics (Ethnicity, Language, Family Size, Income, multiple chart numbers including tie back to existing system • Balance Forward – Usually Patient only at beginning. Insurance worked off in old system and balances remaining after 90-120 days transferred to Centrcity • Mid-Year implementations convert visit information for current year (for compliance reports)

14. CHC Implementation Visit – Checklist (more) • Workflow discussion (continued) • Data Conversion (continued) • Timing for first pass conversion – prior to admin training if possible, enables building of master tables out of converted data. • Determine desire to convert future appointments • Training matrix and timelines • Number of users by classification, number of locations • Training classes limited to 8 users per class per trainer • General guidelines for training per class of 8: • 2-3 Days Admin • 1.5 Days Scheduling, Registration, Front Desk Checkout • 1.5 Days Billing (prior to go-live) • 2 Days Billing, Claim Submission (Primary/Secondary), Payment Posting, Reports Training (post go-live)

15. CHC Implementation • Review of Training • Admin • Master table creation, Company, Facility, Doctor, OP, Resource • Setup of Payer information • Insurance Carriers • Fee Schedules • Sliding Fee Functionality • Allocation Sets • Sliding Fee Schedules • Custom Allocation Sets • FQHC claims setup, primary, wraparound, quarterly settle up • FQHC Approval Plugin setup • Non-traditional payment sources – Managed care carve-outs, capitation, grants, insurance carrier/corporate billing • Insurance Policy Type vs. Financial Class discussion

16. CHC Implementation • Review of Training (continued) • Admin (continued) • CHC List Editor settings • Sliding Fee Schedules, Custom Allocation Sets • Automated processing, Sliding Fee Notification • Required fields, Missing information • Schedule Admin – Appointment types, Appointment Statuses, Schedule Templates • Resource setup – Determine non-billable resources and visit processing for them • Review of custom forms and/or reports for processing (superbills, profiles, chart check out slips, appointment reports, daily productivity) • Security Setup • All Setup done in Live Database • As much setup as possible is done through scripting, active reports and through data conversion

17. CHC Implementation • Review of Training (continued) • Super-user/End User Training • Patient Registration • Selection of CHC Screen • Mini-Reg vs. Full Registration • Family Registration • Custom Fields • Missing Information • Sliding Fee and Homeless History – Auto Update Allocation Set • Confidential Visits • Document Management • Integration of Alias Tracking • Wait Status Screen • Setup of Short-Cuts on Schedule • Processing of Profiles – Bi-lingual • Custom reports – Labels, forms

18. CHC Implementation • Review of Training (continued) • Super-user/End User Training • Superbill, route slip, checkout form printing in accordance with workflow established in implementation or admin training. • Checkout process • Payment Posting • Charge entry and Patient Determination including Visit Approval process • Receipt printing • Payment on account • On-demand statement printing • Front desk administration • Appointment reports • End of day batch closing reports • Activity Log and Appointment Activiity List Review

19. CHC Implementation • Review of Training (continued) • Billing Training • Charge Entry • Medicare FQHC Primary Split to Medicare B • Medicaid FQHC/Non-FQHC • Family Planning Visit special processing • Confidential Visits • EPSDT • Multiple Encounter processing (if applicable) • Managed Care processing • Medicaid Pending (Including Reports) • Dental Billing - Cases • OB Case Management • Third Party billing interfaces (Lab Billing) • Visit Approval Process, Auto Adjustment

20. CHC Implementation • Review of Training (continued) • Billing Training (continued) • Claims Submission – Electronic, Paper • Payment Posting • Secondary Processing – Paper/Electronic • FQHC Wraparound Processing • Custom HCFA/UB-92 requirements • Case Management Encounter Billing (if applicable) • Group Visit Billing (if applicable) • Insurance Carrier/Corporate Billing (if applicable) • Additional Visit Information, Immunizations, Dental • Reports • End of Day • Billing Audit Reports – Billing Status Analysis • Periodic Financial Reports – CHC • Electronic Statement Processing – FQHC • Collections & Bad Debt Processing • Month end processing • Year end reports – year end accrual computations • Productivity Reporting • Disease Management, Collaborative, Grant reporting

21. Community Health Enhancements

22. Patient Registration – Complete CHC Demographics

23. Patient Registration – Single Form Navigation

24. Patient Registration – Single Form Navigation

25. Patient Registration – Single Form Navigation

26. Patient Registration – Single Form Navigation

27. Patient Registration – Single Form Navigation

28. Patient Registration – There’s More!

29. Patient Registration – Expanded Contacts

30. Patient Registration – User Defined

31. Patient Registration – User Defined

32. Complete Alias Tracking and Demographic History

33. Dashboard Schedule Managment

34. Referrals and Authorizations

35. Referrals and Authorizations - History

36. Referrals and Authorizations - Detail

37. Immunizations – Includes Registry Export

38. Immunizations – Includes Registry Export

39. Immunizations – Includes Clinical Details

40. Immunizations – Includes Clinical Details

41. Immunizations – Track All IZ’s or Import!

42. Immunizations – Track All IZ’s or Import!

43. Immunizations – Immunizations Logs

44. Complete Dental Billing and Scheduling

45. Complete Dental Billing and Documentation

46. Complete Dental Billing and Documentation

47. Complete Dental Billing

48. ADA Paper and Electronic 837D

49. Track Incomplete Registration Information!

50. Track Incomplete Registration Information!