1. AR Can of Worms Where We Started
Starting Data for AR Clean Up Project
Delivery Receipts Not Sent to Bill
501
Outstanding Claims Since 2007
653
Active Tasks
1024
All Open Tasks
5358
Total Dollar Amount of Patient Negative Payments (Possible Patient Refunds)
$9,764.31
Total Dollar Amount of Unapplied Payments
$198,435.00

2. What We Learned About Cleaning Up Your AR
Cleaning up your AR is like getting back in shape
Every team member has a role to play in the process
Be ready to change the processes you thought were perfect
Ask for help. You don’t always know best and OPIE has seen worse.
Be responsible in writing off claim balances
Request copies of your payer contracts

3. Changes We Made During Clean Up
Task List Settings
Task
Auto Days
Other 7
Adjust Account
Appeal
Authorize/Pre-Authorize 15
Authorization Complete Waiting for Delivery
Bill Claim
Claim Processed/Awaiting EOB 14
Compile/Send Internal Documentation
Hold Statement
Insurance Follow-Up Needed
Note from OPIE
Pending Receipt of External Documentation
Post Patient Deposit
Rebill
Referred to Collection Agency 30
Refund
Send Statement
Submission Queued 2
Submit Claim
Verify Claim Receipt
Changes We Made During Clean Up

4. Where We Are Now
AR Aging
Days Outstanding
0 – 30
31 – 60
61 – 90
91 – 120
120+
Percent of Total AR
42.5%
11.8%
17.3%
4.5%
23.8%
OPIE Month End Process
Write Off Limits by Team Member
Team Member
Appeal Level
Write Off Amount Team Member Can Approve
Billing Team Member
1st Appeal Denied
$ $25.00
Admin Team Member
$ $100.00
2nd Appeal Denied
Up to $1,000.00
CEO
Greater than $1,000.00