Which RescueNet Reports should I routinely Run Donna Magnuson A/R Consultant

1. Which RescueNet Reports should I routinely RunDonna MagnusonA/R Consultant

2. This presentation…… • The reports discussed are included in the RN Professional Reporting Package • If you have the package you have these reports, the webinar doesn’t include custom reports • If you have several companies, some of these reports aren’t as helpful

3. We will discuss some reporting for downloading and manipulating in Excel aren’t included in presentation • The webinar written assuming you know how to run and download reports • AR Consulting services either remotely or on-site are available if you want to learn more, contact Donna Magnuson at dmagnuson@zoll.com

4. Agenda • Pre-billing Reporting • Productivity Reporting • Post-billing Reporting • Misc

5. Let’s get started

6. Pre-billing Reporting

7. Pre-billing Reporting Daily and Monthly Trip Volumes – what does it tell us? • Know you number of transports per day • Helps you to staff appropriately • Payor mix • Forecasts revenue • Reveals front-end efforts

8. Pre-billing Reporting Reports to use for daily/monthly trip volumes Reporting>General>Trip Related>Counts>Trip Count by Date/Call Type Reporting>Billing>Trends>Trip Count by Primary Payor Type or Trip Count by Primary Payor Category

9. Pre-billing Reporting Trip Count by Date/Call Type - Daily • Trip date = Enter range, shows each day • Status = Billed, Closed, Complete, Verified • Don’t need to separate call types, the report lists them separately

10. Trip Count by Date/Call Type The report will include all Companies unless you assign restrictions. There is a bug on the report, if you include all, the report only shows the first company.

11. Pre-billing Reporting Trip Count by Primary Payor Type or Trip Count by Primary Payor Category - Monthly • If you assigned Payor Categories, then run the Payor Category report a more specific grouping • Trip date = Enter range • Status = Billed, Closed, Complete, Verified • Run by Call Type, if services are mixed, i.e. wheelchair and stretcher

12. Trip Count by Payor Category/Type Will list each Company’s totals separate with all Companies combined on the last page The blank are trips that don’t have a Payor assigned to them, most likely Complete trips

13. Trip Count by Payor Category/Type

14. Trip Count by Payor Category/Type You can add information in Excel to help evaluate the data

15. Pre-billing Reporting Trips to Bill (Trips at a Complete status) – What does it tell us? • Reconciliation • Accounts for all trips; trips not billed, trips previously billed, trips with issues • Trips with Issues and Missing Information • If you currently don’t use a schedule to hold these I recommend doing so • Makes it clear from a workflow and reporting perspective why a trip hasn’t been billed

16. Pre-billing Reporting Reporting>Billing>Trends>Trip Count/Amount by Schedule/Event - Daily • Trip date = Don’t enter a trip date, you want all trips except for extenuating circumstances • Status = Complete

17. Trip Count/Amount by Schedule/Event

18. Pre-billing Reporting Here is a good example of a Missing Info schedule

19. Pre-billing Reporting Anything that ends up at Account Review, Supervisor Review, etc. are accounts that have previously been billed and were inadvertently reset to complete

20. Pre-billing Reporting Combine data from these reports to determine Billing Lag Days (BLD) • Average number of days it takes to bill a trip • Forces reconciliation and management of billing issues • Takes into consideration ALL trips at a Complete status

21. Pre-billing Reporting • How to calculate • Total number of trips at a complete status divided by the average number of transports per day • Use both of these reports • Reporting>General>Trip related>Counts>Trip Count by Date/Call Type • Reporting>Billing>Trends>Trip Count/Amount by Schedule/Event

22. Pre-billing Reporting • Run the Trip Count by Date/Call Type for the previous full month and determine daily average • I normally divide by a work week since billers don’t routinely work weekends • Take the total from trips at a complete status, if you have a Refund schedule, exclude the Refunds Trips at a Complete Status =1100, Avg trips/day =119 Billing Lag Day – 1100/119 = 9.24

23. Pre-billing Reporting Reporting>Billing>Trends>Forms Activity by Day – Daily/Weekly Sending electronic and paper claim/invoices regularly promotes consistent cash flow • Form Processed Date = Select Date • Include “Print Single” Forms? = Do not include Print Single Form Activity • Can filter by Schedule, Payor, or Payor Category

24. Forms Activity by Day

25. Productivity Reporting

26. Productivity Reporting • Provides objective data to evaluate staff • Keeps the entire billing process consistent • When used in conjunction with Transports/Day, you can determine staffing • Compare the number of transports per day against the number of trips pre-billed and billed per day

27. Productivity Reporting Reports to monitor productivity Reporting>Billing>Trends>Trips Verified by Biller by Day Reporting>Billing>Trends>Payment Credit by User Post Date Reporting>Billing>Collections> Notes Activity Report (Detail)

28. Productivity Reporting Trips Verified by Biller by Day – Daily/Weekly • Verified Date = Select Date Range • Downloads nicely to Excel • Displays the number of distinct trips verified per day by user, if verified multiple times in one day, trip will only be counted once • Does show follow-up activity if the user changes primary payor and re-verifies a trip

29. Trips Verified by Biller by Day

30. Productivity Reporting Payment Credit by User Post Date - Daily/Weekly • Post Date = Select Date Range • Credits = Payment Credits • Downloads nicely to Excel • Displays the count and amount of payments entered per user per day

31. Payment Credits by User Post Date

32. Productivity Reporting Notes Activity Report (Detail) - Daily/Weekly • Note Date = Select Date Range • User = Can select specific users • Note Type = Set up note types so you can track separate functions; Pre-bill, Follow-up, Customer Service • The details are included so you can audit the notes entered by the users • Record the daily productivity in Excel

33. Notes Activity Report (Detail)

34. Post Billing Reporting

35. Post-Billing Reporting Reports to manage Post-Billing (Follow-up) Reporting>Billing>Trends>Aging by Schedule and Event Sorted Desc Reporting>Billing>Trends>Trip Count/Amount by Schedule/Event Reporting>Billing>Aging> Aging Summary by Current Payor (Trip Date) Reporting>Billing>Trends>Trend – Denial Reason by Deposit Date Month Reporting>Billing>Accounts Receivable> A/R Analysis:Payment Credits Reporting>Billing>Accounts Receivable> Activity Summary

36. Post-Billing Reporting Aging by Schedule and Event Sorted Desc - Monthly Example1 – Calculate AR>90 Days • Schedule=exclude any Refund schedule • Don’t select a date range • Sorts by schedule with the highest balance descending

37. Post-Billing Reporting Aging by Schedule and Event Sorted Desc Continued Go to the totals page, add all the buckets after 90 days and divide into the total.

38. Post-Billing Reporting • 62,825.93 + 43,379.41 + 32,094.05 + 366,272.34 = 504,571.73 • 504,571.73 / 1,048,675.16 = .48 or 48% • Benchmark AR>90 = 18-25%

39. Aging by Schedule and Event Sorted Desc

40. Post-Billing Reporting Aging by Schedule and Event Sorted Desc - Monthly Example2 – Follow-up isolated • Status=Billed • Schedule=exclude any Refund schedule • Events=excludes No Bill Sent, all of events that start with “Sent” • Don’t select a date range • Sorts by schedule with the highest balance descending

41. Aging by Schedule and Event Sorted Desc

42. Post-Billing Reporting Trip Count/Amount by Schedule/Event - Monthly • Status=Billed • Schedule=exclude any Refund schedule • Events=excludes No Bill Sent, all of events that start with “Sent” • Don’t select a date range • Displays the number of trips that need follow-up effort

43. Trip Count/Amount by Schedule/Event You may have to tweak some based on your Schedule structure. Shows only trip on the events that require follow-up

44. Post-Billing Reporting Aging Summary by Current Payor (Trip Date) - Monthly • Status=Billed • Schedule=exclude any Refund schedule • Don’t select a date range • This report will group the data by Company • Download into Excel and sort descending by balance

45. Aging Summary by Current Payor (Trip Date)

46. Post-Billing Reporting Something about Aging Reports – when you attempt to balance them to the Aging in Closer • You can only balance reports that has the “As Of” box appear • Only the Grand Total will balance • The individual aging buckets will not balance to the Closer Aging

47. Post-Billing Reporting Trend – Denial Reason by Deposit Date Month - Monthly • Deposit Date = Enter date range, reports by mo • This report will group the data by Company • Displays the top 6 denials • Determine the most common and make improvements on front-end if applicable

48. Trend – Denial Reason by Deposit Date Month

49. Post-Billing Reporting A/R Analysis:Payment Credits - Monthly • This report will separate the data by Company • When prompted enter the data in the following format; 201108 • The reports goes back 12 months from the date entered • Shows the timeliness that you receive payments for a particular month • Compares against Gross Charges

50. A/R Analysis:Payment Credits