Presenter(s): Maximizing the Features of the Background Business Processor (BBP) Topic 100. Level Carrie Rosenthal

Transcription

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2 Presenter(s): Maximizing the Features of the Background Business Processor (BBP) Topic 100 Level Carrie Rosenthal

3 Safe Harbor Provisions/Legal Disclaimer This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements concerning future prospects, events, developments, the Company s future performance, management s expectations, intentions, estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole discretion. Future products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or superior technologies; the timing, cost and success or failure of new product and service introductions, development and product upgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components; competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general economic conditions; and the risk factors detailed from time to time in the Company s periodic reports and registration statements filed with the Securities and Exchange Commission.

4 Session Guidelines Silence all cell phones Questions will be addressed at the end of the presentation Refrain from personal discussion

5 BBP Overview Setup Preferences Creating Packages/Jobs What s new in 5.8 versions Planning for BBP implementation Questions

6 Overview What is the BBP? The Background Business Processor is an application that allows for the automation of processes that would otherwise require manual execution.

7 Overview Benefits of the BBP Timely processes can be done during off-peak hours Relieve database traffic Reallocation of resources devoted to processes that can be automated

8 Overview The following process are available for automation: Claim Processes Billing Encounters Electronic File Generation Printing of Pending Paper Claims Directory Imports (277u, 997, 835) Letter Generation Appointment Reminders Recall Letters Encounter Collection Letters Account Collection Letters Budget Letters

9 Overview The following process are available for automation: Statements Print or Generate File Budget Statements Upload to NextGenEDI RTS Functions Claim Status Requests Eligibility Requests Eligibility Responses

10 Overview The following process are available for automation: ICS Functions Directory Import OCR Engine Other Processes Print Memorized Reports Create Tasks from Memorized Reports Post Balanced Batches Person Merge Run Stored Procedures Run User-Defined Applications Process Bad Debt

11 BBP Design Servers Packages Jobs

12 BBP Terminology Jobs A job is a single task that the BBP will run. For example printing a memorized report or billing encounters. Package A package is a collection of one or more jobs that will run in succession of each other on the same schedule. Server As far as the BBP is concerned, a server is any computer that is used to execute scheduled packages. Engine Service A program that runs in the background on a server. It regularly queries the NextGen Database to determine if there are any packages scheduled to run on the server.

13 Server/Hardware Requirements The BBP server must be built out to meet the minimum requirements to run all NextGen applications. The BBP server is a fat client running its own instance of EPM, EHR, or ICS. A server can be File Server Workstation Virtual Machine

14 Security for BBP Operations

15 Security for BBP Modules

16 App Launcher Access Edit Menu (displays for all users)

17 App Launcher Access User Level (displays only for users granted app launcher access)

18 BBP Engine Service The BBP runs as a Windows Service. Install the Engine Service under the Engine Menu of the BBP Manager.

19 BBP Engine Service Select your domain and enter credentials

20 BBP Engine Service

21 Preferences Access the BBP Preferences from the File Menu

22 Default Values Preferences

23 Preferences Blackout Period Configuration

24 Settings Preferences

25 Creating Packages/Jobs From the Package List tab, right click and select New from the menu

26 Creating Packages/Jobs Package Header

27 Creating Packages/Jobs Select the Server that will run the package

28 Creating Packages/Jobs Add Jobs to the Package

29 Job Header Creating Packages/Jobs

30 Creating Packages/Jobs Job Settings Each job type has been designed to mimic the corresponding functionality of EPM

31 Creating Packages/Jobs

32 Job Report Parameters Creating Packages/Jobs

33 Creating Packages/Jobs Some jobs can be run across multiple practices

34 Creating Packages/Jobs After jobs have been configured, schedules must be defined

35 Creating Packages/Jobs

36 Creating Packages/Jobs

37 Creating Packages/Jobs

38 Schedules for BBP Stopping BBP Schedules on Holidays

39 Schedules for BBP Forcing Schedules on Holidays

40 Added in 5.7 New notification status of Notify on failed or Completed with failures

41 Added in 5.7 New Run Once check box has been added on the Jobs tab within a Package.

42 Added in 5.7 If Run Once selected, only the selected job is run when the Queue Now menu option is selected for the package.

43 Added in 5.7 New BBP Schedule Report in EPM

44 Added in 5.7 BBP Report allows you to review Packages/Jobs and includes details such as schedule date/time, run date/time, duration, results, etc

45 Added in 5.8 ERA Import Files to Different Folders Move Successful Files Move Failed Files Move Partially Processed Files

46 Added in 5.8 Display Packages By Server

47 Added in 5.8 Copy Packages from one practice to another

48 Added in 5.8

49 Added in 5.8 Generate Electronic Claims File-Select Multiple Payers

50 Added in 5.8 RTS Eligibility Requests-New Job Parameters Appointment Resource Appointment Event Appointment Status Appointment Class

51 Added in 5.8 Bad Debt Process Job Type

52 Added in 5.8 BBP Settings are now more comparable to the search options when manually running a batch eligibility request from the appointment lookup window

53 Added in 5.8 UD1 Job notification upon completion

54 Troubleshooting Tips The History tab shows information about prior runs of a given package.

55 Troubleshooting Tips The BBP utilizes both the ODBCErrorLog.txt and the allsql.txt files as in EPM The allsql log can be enabled for individual jobs

56 Troubleshooting Tips Debug Mode can also be enabled for an individual job Debug Mode will write messages to the NextGenDebugLog.txt file located in the main NextGen folder of the BBP server

57 Troubleshooting Tips Issues with the BBP Engine Service can be reviewed under Control Panel > Administrative Tools > Event Viewer > Application with a source of NextGen.BBP.Engine or BBP Engine Service

58 Prior to BBP Implementation Identify a BBP Administrator This should be a subject matter expert or team that will be responsible for implementing and maintaining the BBP within your practice. Make sure that your SME or BBP team is knowledgeable on the manual job functions.

59 Prior to BBP Implementation Identify the BBP Processes needed and define the rules or parameters for the necessary processes Implement checks and balances Attend a BBP webinar or request one-on-one training

60 Prior to BBP Implementation Identify the BBP Processes needed and define the rules or parameters for the necessary processes Implement checks and balances Attend a BBP webinar or request one-on-one training

61 Any Questions?