1. CCNV 2ND ANNUAL CLIENT CONFERENCE October 16-17, 2006 PROMOTING A HEALTHY ACCOUNTS RECEIVABLE DIANE HARRIS

2. DISCUSSION zPROCESS zDATA COLLECTION zELIGIBILITY zEDUCATION/TRAINING zCOMMITMENT

3. PROCESS zReview 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?

4. 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?

5. DATA COLLECTION zSTARTS WITH THE FIRST PHONE CALL zPREPARE A “MINI” CHECK LIST FOR STAFF WHO ARE ON THE FRONT LINES OF PATIENT DATA zWAITING TO RETRIEVE DATA UNTIL THE TIME OF THE APPOINTMENT IS A MISSED OPPORTUNITY FOR YOUR AR CYCLE

6. zREVIEW YOUR PROCESS FOR DATA COLLECTION zWHO IS RESPONSIBLE FOR DATA COLLECTION? EVERYONE!!! zDOES YOUR STAFF UNDERSTAND THE SIGNIFICANCE OF THEIR ROLES AND THEIR EFFECTS ON THE REVENUE CYCLE?

7. zDOES YOUR STAFF HAVE ENOUGH ALLOCATED TIME TO COLLECT CORRECT INFORMATION FROM PATIENTS? zYOUR FACILITY IS DEPENDANT ON CORRECT DATA( GRANTS, MANAGED CARE, COST REPORTING, UDS) zNO EXCUSES

8. ELIGIBILITY zWHY WAIT UNTIL THE PATIENT IS AT THE FRONT DESK? zDEVELOP A PROCESS THAT DOES NOT IMPEDE OFFICE FLOW. zUTILIZE THE MOST UP TO DATE DATA ON LINE.( SEE ATTACHED EXAMPLES OF WEB SITES) zMIGRATORY PATIENT BASES REQUIRE VERIFICATION OF ELIGIBLITY

9. zWHEN DO YOU VERIFY PATIENT INSURANCE ELIGIBLITY? EVERY VISIT! zVERIFICATION OF INSURANCE ELIGIBLITY AND CORRECT DATA ENTRY OF THAT INFORMATION IS THE KEY TO A HEALTHY ACCOUNTS RECEIVABLE zWHY DOES VERIFICATION OF INSURANCE ELIGIBILITY REALLY MATTER?

10. EDUCATION AND TRAINING zDEVELOP AN EDUCATION SCHEDULE AND MAKE EVERY EFFORT NOT TO DEVIATE FROM THE SCHEDULE zWHY IS CONTINUING EDUCATION SO IMPORTANT? zMEDICAL PROVIDERS ARE REQUIRED TO PERFORM A CERTAIN NUMBER OF CME’S FOR CONTINUED LICENSURE, WHY NOT THE REST OF THE STAFF?

11. TRAINING zIS TRAINING A PRIORITY AT YOUR FACILITY? zDO YOU HAVE QUALIFIED STAFF MEMBERS WHO CAN CONDUCT TRAINING SESSIONS? zASK YOUR STAFF ABOUT THE TYPE OF TRAINING THEY ARE INTERESTED IN ATTENDING?

12. zDO YOU CONDUCT TRAINING BEFORE A CASH FLOW PROBLEM OCCURS OR AFTER? zPERFORM A WALK-THROUGH OF YOUR SYSTEM FROM REGISTRATION TO ENCOUNTER ENTRY. IS THERE AN OPPORTUNITY FOR PURPOSEFUL TRAINING?

13. COMMITMENT zDOES YOUR STAFF HAVE A PASSION FOR YOUR FACILITIES MISSION? zIS EVERYONE ON BOARD WITH THE UNDERSTANDING OF HOW THE HEALTH OF THE REVENUE CYCLE IMPACTS YOUR OPERATIONS? zSUCCESS IS MEASURED BY EXCELLENT MEDICAL CARE, INVOLVED STAFF AND SATISFIED PATIENTS.