Techniques to Effectively Manage Accounts Receivable Kirk Fahlberg Unlimited Systems Twitter = @kirkfahlberg
Learn how to efficiently & effectively manage Accounts Receivable in Centricity. Purpose
Increase efficiency using an interactive workflow Identify aging balances Improve accountability through documentation best practices Benefits
Agenda Centricity AR Reports Benefits & Disadvantages Active AR -Workflow Efficiency Identify issues through Billing searches Troubleshoot Claims Documentation Best Practices Visit Description, Billing & Correspondence Notes Understanding Visit Status Lifecycle, Visit Status & Activity Log
Accounts Receivable Reports
AR Reports-Common Accounts Receivable Aging by Procedure Date Aging Outstanding Insurance Credit Balance Collections Folder Account Balances Insurance Delinquency Administrative Folder *Correspondence Audit Report
AR Reports-Administrative Correspondence Audit Report Run by Patient, Provider or User
AR Reports-Define F1 to learn more about a report
AR Report-Benefits Check the Pulse of AR Identify problematic carriers Administrative scorecard
AR Reports-Disadvantage Doesn t drive efficient agent workflow Paper reports become checklists Worked from top to bottom Unable to group denials & recurring issues Limited Feedback Notes are frequently stored externally & only known by the agent.
Active Accounts Receivable
Active AR-Billing Screen Efficiency starts in the Billing component Date Status - Not Paid or others. Insurance Group Minimum Visit Ins. Balance
Active AR-Review Status
Active AR-Audit Status Worksheet to Audit Billing Visit Statuses CHUG Forums Centricityusers.com Forums The Trading Post Training Materials
Active AR-Audit Example 22 Provider Practice
Active AR-Task Mgmt. Build out queues to review Statuses http://cpstraining-gehc.com/joomla/docs/cps10/13_cps_pm_10_task_managementcompanionguide.pdf
Active AR-Billing Results Is something missing? How can this be more effective?
Active AR-Order Columns Recommended Columns Right Click on a Column Header - choose Columns, update & save
Active AR-Sort Columns Organize and Group items
Active AR-Group Issues Recommended Sorting Visit Date - Check for Timely Filing Visit Insurance Balance - Work highest dollar Last Filed - How long was it out to the carrier Group issues to Work Smarter, Not Harder Approval Results - Failed or Rejections Patient, Doctor, Company, Facility, or Insurance issues Visit Description - Mile High View
Active AR-Drill Down Use two windows - Billing & AR
Troubleshoot Visits
Troubleshoot-Review Notes Visit Description - Short story CPS Approval or Batch rejects Visit Billing Notes Int. messages
Troubleshoot-Corr. Tab Permanent log of interaction Rejections, carrier or patient related AR notes
Troubleshoot-Claims Tab Filing History Reorder columns headers for efficiency Clearinghouse & carrier responses Limited error length Shows reports that affect the status of the visit.
Troubleshoot-Responses EDI Response Management File Name - Blank or type Date Received - From: Date visit was sent. To: Leave blank Search for files... Enter Ticket, Error or text Check Include Archived
Troubleshoot-EDI Reports Right Click on the report & choose View
Troubleshoot-Find Denials Click Edit - Find (CTRL+F) - enter Ticket, Error or text NOTE: May be more than one entry in the report file.
Troubleshoot-Note Errors If denial is clear, correct & refile Note & research unknown errors Search Internet Google Carriers Website Contact Support
Documentation
Documentation-Description Mile High Claim Summary Three Legged Stool - Status + Description + Owner Enter brief status message with date & initials Example: 50 J0885-03/20/14 KF Located: Payment Entry & on the Visit Screens
Documentation-Visit Note Visit Note - Tell the short story Modifiable Notes for questions or reasons Example: Refunds, adjustments, or recoupment. Located: Notes Tab & Transaction Distribution Window Double Click to add & see more information
Documentation-Corr. Note Correspondence Note - Detailed Story Permanent log of troubleshooting Located: Corr. Tab
Visit Status
Visit Status-Lifecycle Automated Status progression Visit only change to the expected next status Example - Visit on Hold, receives the last payment, it will not go to Paid unless manually changed
Visit Status-Definitions
Visit Status-Definitions
Visit Status-Manual These should only be changed if confident in the status change & office workflow Other Status Examples: Refund, Refile & Bad Debt
Visit Status-Unexplained Visit Activity Log May explain an unexpected Status Example: moved from Paid to File Rejected Bill Code & Status
Questions?
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