Collaborative Research Billing Initiative 4/6/2019

Agenda Revenue Cycle Revenue Cycle Overview Patient Financial Services/Billing and Collections Our Mission Meet our team Feedback from previous process proposal and presentation Overview of the updated process Updated process overview Policy Overview Effective Date Questions 4/6/2019

Revenue Cycle Services Revenue Cycle Operations Patient Financial Navigation Scheduling/Registration (Schedistrar) Financial Clearance: Insurance Verification, Pre-Certification and Medical Necessity Point of Service Collections Individual Solutions Revenue Management Charge Description Master Business Intelligence Health Information Management, Clinical Documentation and Coding Admission Status Determination Utilization Management Clinical Documentation Medical Records Coding Discharge/Not-Final-Billed Accounts Billing and Collections Claim Submission and Follow Up Collections and Remittance Processing Denials and Underpayments Agency Management Patient Account Management Customer Service Support Self Pay and Financial Assistance Business Partner Support Revenue Cycle Application Support 4/6/2019

What is our mission? IU Health Mission: To improve the health of our patients and community through innovation and excellence in care, education, research and service. RCS Mission: To optimize Indiana University Health revenue while delivering on our Promise of Assurance. RCS Priorities/Risks – as of 2/25 1. Reaching additional revenue targets 2. Financial impact related to ICD-10 3. Financial impact related to integrations 4. Financial impact related to operations 5. Financial impact related to change control, data integrity, and systems reliability 6. Credibility with business partners 7. Business impact from emerging risks 4/6/2019

Revenue Cycle Services Research Billing Support Your Revenue Cycle Services Research Billing Partners Lindsay Skowronski - Executive Director, Revenue Cycle Services Justin Butts – Director, Research Billing Lichelle Boyd-Peppler – Manager, Research Billing OPEN – Team Lead Research Billing Emily Dunkin – Program Director, Charge Integrity Eriko Leland – Manager, IDE Notification (IDENotification@iuhealth.org) (chargehelp@iuhealth.org) 4/6/2019

Thank you We appreciate your feedback and want to meet your needs as a business partner. This is what we heard: 1) You expect responsiveness from any Revenue Cycle Services Team 2) You want to understand the process, at a high level, and know what to expect from this transactional relationship. You also want to know who to contact when you need answers, timely. 3) There are redundancies with the existing processes, and ideally we mitigate this as much as possible 4) The goal is to build strong foundational relationships with Revenue Cycle Services that lend to improved compliancy, while ensuring a positive patient experience at IU Health 4/6/2019

Let’s Make This Successful We ask that you thoroughly review this updated process and reiterate with all staff adherence to this process is a compliancy requirement Ensure your department and staff follow these agreed upon guidelines/processes, and all new team members are oriented to this material Most importantly we are asking that you *We’ve made significant efforts to create a seamless process, reducing unnecessary exchanges and delays, so we kindly ask that you disregard previous material, presentations, and processes following the effective “go-live” dates discussed today – referring to this process as the standard on a go-forward 4/6/2019

Research Billing Packet Form #1 Research Billing Notification Form Applies to: All IU Health patients participating in a research study, grant study program, or clinical trials, regardless of who is fulfilling billing and collections efforts Required Submission Timeframe: As soon as an IU Health Team member is aware a patient will be participating and has the information available to complete this form as soon as possible or, at a minimum two weeks prior to care delivery Form #2 Research Registration/Grant Charge Form Applies to: IU Health patients, identified for completion and submission of Form #1, in which billing services are to be fulfilled by IU Health Revenue Cycle. Required Submission Timeframe: As soon as service/charge information is available to complete this form, at a minimum two weeks prior to care delivery. Form #3 Required Documentation for Research Supplies, Implants, and Investigational Device Exemptions (IDE) Applies to: IU Health patients receiving supplies, implants, and/or Investigational Device Exemptions (IDE) as part of the associated research study or Clinical Trial. Required Submission Timeframe: As soon as all components of the form are completed, including supporting cost information. This form is forwarded to the IDE team. Will require a minimum of two weeks, and be completed before the first patient’s service. Anticipated Response: An acknowledgement email with the associated MedAsset Number will be sent by the IDE team. Additional notifications will be sent when requests are approved and completed by the IDE team

Billing Packet Process Overview Patient Identified for participation in any research/grant/clinical trial, etc. Research Billing Packet completion is initiated, including submission to IU Health Revenue Cycle Services Complete Form #1 (Research Billing Notification Form) regardless of billing onus Skip completion and submission of Research Billing Form #2 Will IU Revenue CycleServices be billing for services or charges associated with this service? Will the patient receive any research supplies, implants, or IDEs Skip completion and submission of Research Billing Form #3 NO NO YES YES Complete Research billing form #2 – submitting to IU Health Revenue Cycle Services Complete Research billing form #3 – submitting to IU Health Revenue Cycle Services Process complete for Required Documentation of Research Supplies, Implants, IDEs 4/6/2019

Monthly Clinical Trial Participation Form This form is sent at the end of every month. It is used to keep track of those patients that are in the clinical trials. Send form to: clinicaltrials@iuhealth.org Also send at end of every month only if there have been changes to the sample (additions or removals). 4/6/2019

For all Pricing Estimation Inquiries Please note- all pricing inquiries, both professional and facility charges, should be sent to clinicaltrials@iuhealth.org Please specify “Pricing Request” in the subject line If you do not have a cpt code and only have a description of the charge, please contact chargehelp@iuhealth.org If you need the additional charges that accompany a procedure, please contact chargehelp@iuhealth.org 4/6/2019

Quick Reference Sheet Step Form E-mail Address When to Send 1 Research Billing Notification Form clinicaltrials@iuhealth.org Initial: As soon as possible, or within 2 weeks prior to trial start date Research Registration/Grant Charge Form Copy vendacct@iuhealth.org if there is a radiology charge Initial: Within 24hrs of services rendered to patient 2 Documentation Requirements for Supplies, Implants, or IDE Clinical Trials Initial: 2 weeks prior to trial start date 3 Monthly Clinical Trial Participation Form Ongoing: the end of every month if patient mix changes 4 Investigational Device Coverage Form (Time of Service) IDENotification@iuhealth.org Time of Service Submission implies receipt and processing ,response should not be anticipated unless there are outstanding needs or questions 4/6/2019

FAQ Q: Are we still using the fax number previously associated with this process? A: No. Please discontinue any use of Rfax, fax, and/or personal email, as part of the Research Billing Processes Q: If prior versions of forms have already been completed, including submission, do we need to complete a new one? A: No. Q: Is completion of this process required where billing is not fulfilled through IU Health Revenue Cycle? A: Yes. With provision of this information, onus of subsequent compliancy issues attributed to non-submission of these documents will be addressed with associated research personnel, where appropriate Q: What specifically does “supplies” pertain to? A: IU Health Revenue Cycle should always be made aware when supplies are provided at no or reduced cost, to avoid billing insurance or patients errantly for those services. Where this is known or suspected, notification is required. 4/6/2019

Questions? https://ocr.iu.edu/industry-sponsors/sponsors-iu-health/ 4/6/2019