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This discussion focuses on the processes, data collection, eligibility verification, education and training, and commitment needed to maintain a healthy accounts receivable. Topics include reviewing front desk policies, data collection responsibilities, effective eligibility verification processes, the importance of education and training, and fostering staff commitment to the revenue cycle.
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CCNV 2ND ANNUAL CLIENT CONFERENCEOctober 16-17, 2006 PROMOTING A HEALTHY ACCOUNTS RECEIVABLE DIANE HARRIS
DISCUSSION • PROCESS • DATA COLLECTION • ELIGIBILITY • EDUCATION/TRAINING • COMMITMENT
PROCESS • Review front desk policies annually Are current policies inhibiting the process flow? Ask your staff if they can locate the policy manual? Do you have defined job descriptions? Is cross training something you do or plan to do when time allows?
Do you have checks and balances daily? Do you meet with your staff weekly, monthly, quarterly or biannually? How often do you review policy with staff? Can good decision making be implemented in your absence? Do you know what the process is?
DATA COLLECTION • STARTS WITH THE FIRST PHONE CALL • PREPARE A “MINI” CHECK LIST FOR STAFF WHO ARE ON THE FRONT LINES OF PATIENT DATA • WAITING TO RETRIEVE DATA UNTIL THE TIME OF THE APPOINTMENT IS A MISSED OPPORTUNITY FOR YOUR AR CYCLE
REVIEW YOUR PROCESS FOR DATA COLLECTION • WHO IS RESPONSIBLE FOR DATA COLLECTION? EVERYONE!!! • DOES YOUR STAFF UNDERSTAND THE SIGNIFICANCE OF THEIR ROLES AND THEIR EFFECTS ON THE REVENUE CYCLE?
DOES YOUR STAFF HAVE ENOUGH ALLOCATED TIME TO COLLECT CORRECT INFORMATION FROM PATIENTS? • YOUR FACILITY IS DEPENDANT ON CORRECT DATA(GRANTS, MANAGED CARE, COST REPORTING, UDS) • NO EXCUSES
ELIGIBILITY • WHY WAIT UNTIL THE PATIENT IS AT THE FRONT DESK? • DEVELOP A PROCESS THAT DOES NOT IMPEDE OFFICE FLOW. • UTILIZE THE MOST UP TO DATE DATA ON LINE.(SEE ATTACHED EXAMPLES OF WEB SITES) • MIGRATORY PATIENT BASES REQUIRE VERIFICATION OF ELIGIBLITY
WHEN DO YOU VERIFY PATIENT INSURANCE ELIGIBLITY? EVERY VISIT! • VERIFICATION OF INSURANCE ELIGIBLITY AND CORRECT DATA ENTRY OF THAT INFORMATION IS THE KEY TO A HEALTHY ACCOUNTS RECEIVABLE • WHY DOES VERIFICATION OF INSURANCE ELIGIBILITY REALLY MATTER?
EDUCATION AND TRAINING • DEVELOP AN EDUCATION SCHEDULE AND MAKE EVERY EFFORT NOT TO DEVIATE FROM THE SCHEDULE • WHY IS CONTINUING EDUCATION SO IMPORTANT? • MEDICAL PROVIDERS ARE REQUIRED TO PERFORM A CERTAIN NUMBER OF CME’S FOR CONTINUED LICENSURE, WHY NOT THE REST OF THE STAFF?
TRAINING • IS TRAINING A PRIORITY AT YOUR FACILITY? • DO YOU HAVE QUALIFIED STAFF MEMBERS WHO CAN CONDUCT TRAINING SESSIONS? • ASK YOUR STAFF ABOUT THE TYPE OF TRAINING THEY ARE INTERESTED IN ATTENDING?
DO YOU CONDUCT TRAINING BEFORE A CASH FLOW PROBLEM OCCURS OR AFTER? • PERFORM A WALK-THROUGH OF YOUR SYSTEM FROM REGISTRATION TO ENCOUNTER ENTRY. IS THERE AN OPPORTUNITY FOR PURPOSEFUL TRAINING?
COMMITMENT • DOES YOUR STAFF HAVE A PASSION FOR YOUR FACILITIES MISSION? • IS EVERYONE ON BOARD WITH THE UNDERSTANDING OF HOW THE HEALTH OF THE REVENUE CYCLE IMPACTS YOUR OPERATIONS? • SUCCESS IS MEASURED BY EXCELLENT MEDICAL CARE, INVOLVED STAFF AND SATISFIED PATIENTS.