1. Starting Up Your Enrollment Operation February 11, 2015 Donna Goestenkors, CPMSM and Dina Solis 1

2. Session 2: Starting Your Enrollment Operation 2

3. Donna Goestenkors, CPMSM +Team Med Global Consulting, LLC 3

4. Dina Solis, Owner +Sonoma Credentialing Services 4

5. OBJECTIVES Walk through Payor Enrollment application elements and process. Learn Enrollment success tips. 5

6. PREPARE YOURSELF “You can’t make positive discoveries that make your life better if you never try anything new.” ~Josh Kaufman, Author & Business Advisor 6

7. Payor Enrollment Enrollment is the process of applying to health insurance plans/networks for inclusion into provider panels to bill and be paid for services rendered. 7

8. TYPES Federal & State Private & Commercial Worker’s Compensation 8

9. Two Steps Pre-Enrollment Post-Enrollment 9

10. What is the Process? Pre-Enrollment +Step 1 – Determine Which Plans to Enroll. +Step 2 - Collect Provider Info & Documents. +Step 3 - Obtain, Complete & Submit Application. +Step 4 – Follow up Until Determination is Made. 10

11. Pre-Enrollment Step 1 – Determine Which Plans to Enroll +Pre-determined based on group/hospital etc.? +If not, resources (AIS Directory of US Health Plans). +Go to payor’s website, call Provider Enrollment for enrollment timeframe, any special requirements or forms, and preferred submission method/address. 11

12. Pre-Enrollment Step 2 – Collect Provider Info & Documents +Pre-application, CAQH, NPI registry, repository. +Review/QA for completeness/accuracy. +Check addresses, zip codes and counties on USPS website. +Check names/addresses/expiration dates on licensure and supporting documents. 12

13. Pre-Enrollment Step 3 - Obtain, Complete & Submit Application Application Elements +Instructions (great reference for most questions!) +Provider Identifying Information, Education, Training +Provider Licensure, Certifications, Affiliations +Provider References & Work History +Practice Information/Description/Services +Professional Liability Insurance 13

14. Pre-Enrollment Step 3 - Obtain, Complete & Submit Application Application Elements (Continued) +Billing Info/Clearinghouse/3 rd Party Administrator +Attestation Questions/Disclosures +Ownership/Controlled Interest Disclosure +Information Release/Acknowledgements +Provider Agreement(s)/ EFT Agreement +Checklist of Attachments 14

15. Typical Application Attachments Required +All applicable Professional, Medical, Federal, State, & Local Licensure, Certifications, Registrations. +IRS Issued CP575 & Signed/Dated IRS W9. +Articles of Incorporation/Partnership Agreement, etc. +Professional Degree, Fellowship, Residency, CEU, DL/Pic. +Professional & General Liability; Workers Comp (if app). +Copy of Voided Check (for EFT agreement). +Copy of Lease Agreement for Practice Location (CA). +Application Fee (if applicable). +Cover Letter (paper applications only). 15

16. Pre-Enrollment Step 4 – Follow up Until Determination is Made Communication, Communication! +Follow up with payor (email, phone, fax). +Respond promptly to any requests for more info. +Give updates to provider or supervisor/log into system. +If approved, you may need to ask for an acceptance/welcome letter, or duplicate letter. +If denied, ask why and when to re-apply. 16

17. What is the Process? Post-Enrollment +Step 1 – Obtain Proof of Enrollment/Denial. +Step 2 – Implement with Billing Department. +Step 3 – Record/Load New Contract in Database. +Step 4 – Maintenance for Continued Enrollment. 17

18. Post-Enrollment Step 1 – Obtain Proof of Enrollment/Denial. Step 2 – Implement with Billing Department +Assist with any applicable EFT, EDI, ERA paperwork. Step 3 – Record/Load New Contract in Database +Executed copies; welcome letter; ensure provider is loaded into payer network system. Step 4 – Maintenance for Continued Enrollment +Send any changes/updates/lics. to payer; re-attest. 18

19. Success Points +Begin the enrollment process immediately upon colleting provider’s information/documentation. +Automate the enrollment process to the greatest extent possible with credentialing software. +Lessens errors & omissions. +Minimize the use of paper forms whenever possible. +Expedites process with some payers. + Respond to payor requests as soon as possible. + Communicate proactively with providers! 19

20. POWER THOUGHT “Your resources are always far greater than you imagine them to be. Never ask, ‘Can I do this?’ Ask instead, ‘How can I do this?” ~Dan Zadra - Author 20

21. And now, a word from our sponsor… Provider Credentialing From symplr (formerly Medkinetics) For the person who wants to DIY the enrollment process Provider Credentialing provides: – Dynamic Payor Enrollment forms – Enrollment status tracking logs – Enrollment reports For more information email sales@symplr.com 21

22. Q&A Ask your questions in the chat box and we’ll get right to you If we don’t get to your question during this session, someone will follow-up with you after the session! 22

23. Save the Date: Enrollment Series Session 3:“Running a Successful Payor Enrollment Operation” Wednesday, March 11, 2015 Noon – 1:00 p.m. CST 23

24. Speaker Contact Information Donna Goestenkors, CPMSM +Team Med Global Consulting, LLC +Donna@teammedglobal.com +Telephone: (618) 830-0057 +Website: www.teammedglobal.comwww.teammedglobal.com +Like Me: www.facebook.com/teammedglobalwww.facebook.com/teammedglobal +Connect with Me: www.linkedin.com/donnagoestenkorswww.linkedin.com/donnagoestenkors +Follow Me: www.twitter.com/teammedglobalwww.twitter.com/teammedglobal 24

25. Speaker Contact Information Dina Solis, Owner +Sonoma Credentialing Services +P.O. Box 4661 +Petaluma, CA 94955-4661 +Dina@sonomacredentialingservices.com +Telephone: (855) 707-9995 +Website: www.sonomacredentialingservices.comwww.sonomacredentialingservices.com +Like Me: www.facebook.com/SonomaCredentialingServiceswww.facebook.com/SonomaCredentialingServices +Connect with Me: www.linkedin.com/in/dinasoliswww.linkedin.com/in/dinasolis 25

26. Credentialing Tool 26

27. The Medical Services Professional Career Guidebook Features include: +Frequently asked career questions by MSPs +Sample job descriptions, career assessment tools, competency development plans and more +Real-life stories to illustrate career decisions +Purchase today or order your copy: www.teammedglobal.com donna@teammedglobal.com gday@kamama.net 27

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29. Team Med Global Newsletters & Blogs 29

30. Thank You! 30