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Developing A Winning Education Program For Your Patient Access Team. Terri Lombardi, CHAA Corporate Collections Manager Botsford HealthCare. Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI.
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Developing A Winning Education ProgramFor Your Patient Access Team Terri Lombardi, CHAA Corporate Collections Manager Botsford HealthCare Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
“Passion without education is like gold still in a mine.”- Benjamin Franklin Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Developing a Winning Professional Education Program • Education Curriculums • New Employee Education • Continuing Professional Development Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Developing a Winning Professional Education Program • New Employee Education • Orientation • Foundation • Initiation • Participation • Probation • Graduation or . . . • Termination Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Developing a Winning Professional Education Program • Continuing Professional Development • Web-Based Updates • Classroom Updates • Financial Incentives for Professional Certification Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
“Education gives the ability to face almost anything with self-confidence.”- Robert Frost Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • New Employee Education • Orientation (Day 1 – 5) • Foundation (Day 6 – 10) • Initiation (Day 11 – 18) • Participation (Day 19 – 20) • Probation (Day 21 – 60) • Graduation (Day 61) Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Orientation (Day 1 – 5) • Day 1: Hospital – Classroom • Day 2: Revenue Cycle – Tours, Introductions, and Observation • On-Campus and Off-Campus • Day 3: Departments – Tours, Introductions, and Observation • Patient Services (Pre-Arrival, Admitting, and Emergency) • System Business Office (Hospital, Clinics, Lab, Ambulance, Commons, Kidney Center…) • Day 4 – 5: Customer Service – Classroom and Observation • Audios and Videos • “Registering First Impressions” • “Wowing Your Customers” • “Dealing With Those Angry and Completely Frustrating Customers” • Presentations • “Introducing to AIDET” and “Remember the Q-TIPs” • “Service Attitude – Service Action – Service Excellence” • “Putting It Together” - Position Shadowing Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Foundation (Day 6 – 10) • Revenue Cycle Basic Training – IMA’s Web University • Patient Access Section Samples • Medicare and Medical Necessity • How Registration Fits Into the Revenue Cycle • Patient Information Gathering • Insurance Guidelines • Patient Accounting Section Samples • Fundamentals • Billing • Account Maintenance • Follow Up • Customer Service Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Initiation 101 – Departments, Functions, and Processes (Day 11 – 14) • Introduction to Department Key Functions • Patient Services • PreArrival, ED, Admitting . . . • System Business Office • Hospital, Clinics, Lab, Customer Service . . . • Introduction to Department Key Processes • Patient Services • Scheduling • Registration • Financial Clearance • Eligibility, Point-of-Service Collections . . . • Medicaid Application Screening • System Business Office • Billing • Third-Party Follow-Up, Self-Pay Follow-Up . . . • Remittance Processing • Bad Debt Placement, Charity Care Screening . . . Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Initiation 102 – Department Computer Applications (Day 15 - 18) • Patient Services • Scheduling (USAA) • Registration (McKesson) • Financial Clearance (WebDENIS, NGS, Passport…) • Patient Tracking (HMED) • System Business Office • Hospital (McKesson Series and McKesson Claims Administrator) • Clinics (Athena) • Laboratory (SoftAR) Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Participation – Specific to Deployment Area (Day 19 – 20) • Job-Specific Hands-On Practice • Patient Services (Scheduling, Financial Clearance, and Registration) • System Business Office (McKesson, Athena, or SoftAR) • Mentor Assignment • Assessment for Duty Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Probation (Day 21 – 60) • Weekly Quality Assessments and Feedback • Weekly Mentor Check-Ins • Weekly Assessments for Duty Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
New Employee Education • Graduation (Day 61) • Final Quality Assessments and Feedback • Final Mentor Evaluation • Final Assessment for Employment Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
“Training is everything. Wine is nothing but grapeswith an education.”- Mark Twain Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Continuing Professional Development • Continuing Professional Development • Web-Based Updates • Classroom Updates • Financial Incentives for Professional Certification Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Continuing Professional Development • Web-Based Updates • IMA’s Web University • Customer Service Basics • Claim Preparation and Submission • Account Posting • Billing Functions • Account Maintenance Functions • Bridgefront’s Bundles • Demographics • Health Insurance • Verification • What Do I Owe? • COB • Anatomy of a UB04 • Validating a Claim • Third-Party Follow Up Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Continuing Professional Development • Classroom Updates • “Managed Care 101” • “The Power of Attitude” • “I’m Going to Disney!” Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Continuing Professional Development • Financial Incentives for Professional Certification • NAHAM: CHAA, CHAM • AAHAM: CPAT, CPAM • HFMA: CRCP, CHFP, or FHFMA Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Questions? Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI
Thank You! Contact: Terri Lombardi Botsford HealthCare Email: tlombardi@botsford.org Office: 248-473-6183 Michigan Alliance of Healthcare Access Professionals - March 6, 2009 – Mt. Pleasant, MI