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LaToya S. Morgan
LaToya S. Morgan
Professional Summary
A detailed oriented, flexible, andanalyticalEpic analyst withover 11 years of practical andtechnical experience in design, build,
and implementation for hospitals andhealthcare agencies. Highlyorganized, with a keen eye for synthesizing andediting
informationto achieve businessobjectives, completing immediate and long-term goals andmeeting operational deadlines.
Core Strengths: Understanding of health care systems. Excellent communicator andteam player. Well versedinpresentation
and organizationalskills. High-caliber multi-tasking, negotiation, andclosingskills. Expert problemsolver and planner.
Subject matter expertise in EMR applications:Resolute Professional Billing, Hospital Billing, Tapestry, Cadence, Ambulatory,
UNIX, Benefits Engine, IRCS/CM, OptumWebstrat, McKessonClaimsXten, 3MCoding, CBCT(Coding BasedCharge Trigger)
Career Experience
Kaiser Permanente California Region 07/2012 - 08/2016
Tapestry Consultant Los Angeles/Oakland,CA 04/2011-08/2016
Provided mentoring and training in departmental functional units in the areas of system analysis, end user workflows, and client
methodologies.
 Prior to Go-Live, conducted assessments ineffort to designed instructor- led training materialsbasedonthe needs of
the functionalarea beingtrainedfor the session
 Facilitated training to Direct andIndirect endusers onnew claimsystemrelatedto:
o Claimtypes
o Examiningand/or editing claims (Retro/Rejected Claims/ Follow-Up)
o Understandingdifferent claimstatus types
o WorkingPend/Holdcodes
o Patient coverages, benefits, andclaim records
o Reviewing andunderstanding provider contracts
 Created engaginglearning activities such as Jeopardyfrom course content that enhancedretention
 Trainedendusers onnavigationthru the newsystemas wellas creating andfindinginformationwithin master files
 During Go-Live worked withClaims adjusters/examiners to understandandclear/add claimcodes for things suchas:
o Transferring claims over examiners limit
o Authorization not attachedto claim
o Duplicate claims
o Claims that requiredthird partypricing
o Coverage verification
 Maintainedproject documentationon issues intraining andproduction environments before andafter go-live
 Forecastedfor resource availability, including trainers, rooms, and workstations setup
 Assistedincredentialingnew trainers and acclimate new trainers on training policiesand format
PB/HB Sr. Consultant Los Angeles/Oakland,CA 07/2011-03/2016
Analyzed and design system configuration, implementation, and support related to EPIC 2012 Upgrade, Inter-Regional
integrations, ICD-10, 5010 conversions, and Tapestry between the organizations 7 regional hospitals and multiple medical
offices.
 Successfullybuilt effective relationships between the client, operations, IT, andbusiness stakeholders through all the
phases ofprojects to support completing operational goals conducting weeklystatus calls
 Forecastedfor resource availabilityandallocation for IT buildandtesting validation
o Ensuredresource availabilityand allocationfor IT build and testing validation
 Facilitated meetings betweenRevCycle, Patient Financial Services, andIT onoperational workflows ineffort to
definedbusiness requirements to support the development of technical solutions for assignedprojects
LaToya S. Morgan
 Created and maintainedcomprehensive documentationto monitor and track approvals, statuses, andescalations to
IT and Operational stakeholders
 Mitigated existing system issues ineffort not to carryover to the new system. I.e. Claims rejectedincorrectly
 Implementedsimple visit coding for services like radiology, lab, specimens, andreoccurring outpatient to allowstaff
the abilityto focus onaccounts requiringmanual intervention
 ConfiguredFilingOrder tables (FOT)to determine the correct primarycoverage basedon National Associationof
Insurance Commissioners (NAIC) andCenter for Medicare & Medicaidservices (CMS) rules
 Configuredthe 835 to suppress or input informationbasedonclaim for PB(visits) andHB(accounts)
o For voided/canceled/replacement claims, the 835’s received frompayors were configuredto have the ICN
(Internal Control Number)inorder to be processed
o Configuredsystem to generate reports to sendto the business offices when835 files were rejected
 Designedsystemto generate replacement claims based ontriggers identifiedbetweenPatient Financial Services (PFS)
and Revenue Cycle (RC)
 System configurationto reclassifyrevenue if initial claim wasadjudicated under one coverage and later adjudicated
under another via the 835
 ConfiguredLoader to sendandreceive 835/837/277 files basedon payors go live date to move claims to newclaims
platform
 Configuredthe Coverage manager(HB) and RetroProfile (PB) to trigger based onspecific coverage changes to original
claim
 Created claims platform to generate Remittance Advice (RA)inHIPPA compliant 835 electronic transactions in 5010
format to providers whosubmitted837(P) or 837(I) transactions.
 Worked withEpremison the system designto suppressconverting claims to the 5010 forma t for the payors who
hasn’t transitionedto ICD-10 diagnosis codes at time of go-live
o Files naming conventionandlocations for IT to pick upandmove to Health connect
 Configuredthe system to provide claim statuses (277’s) for every837 processedbythe EDI platform betweenthe
new claim systems andthe retiring systembasedonbusiness requirements
 Created test scripts for PB andHB according to businessrequirements inrelationto:
o Office visits, LabandRad, HOV
o Ingenix claim manager
o Code Editing(CAC/ CBCT/ 3M Coding)
o ED/HOB to Inpatient
o Patient andFamilyMOOP/DED
o Order entry
 Conducteduser acceptance testing inconjunctionwith other Epic applications
 Compliedwith the “Breakthe Glass” policies for the organization for testing protocol
 Clear understanding and analysis ofPB visits andHB accounts
o Open and DNB acct statuses
o Undo/Initiating billing
o Charge router reconciliationreports for visit or account analysis
 Providedproblem solvingandimplementation skills pre and post golive
o Utilizedthe charge router to investigate charges flow
 Created and maintainedWQ’s for implementations anddayto daymaintenance
 Reviewed recommendedrelease notes related to system or workflow enhancements
 AnalyzedandResolvedhelpdesk/ incident tickets
 Completed change management request submittedbybusiness offices
 Formatted filesto import for charge write-off’s, debit/credit matchingfor venture services, and collection activities
that didnot matchautomaticallyduring overnight processing
LaToya S. Morgan
Community Healthcare Systems
Resolute PB/HB Consultant Hammond,Indiana 05/2011-7/2012
Facilitated the design, system configuration, implementation, and support of Community Connect Clients and performed other
Resolute PB/ HB functions.
 Collaboratedin redesignefforts for External clinics transitioning to the Resolute PB system
 Assistedrevenue cycle teams in troubleshooting accounts that were being held in A/Rdue to chargingor
documentationdiscrepancies
 Analyzedissues andprovidedsolutions for helpdesktickets
 Completed change management request submittedbybusiness offices
 Supportedend-users duringtraining andpre/post-go live periods
 Performedtesting and data validationbased offbusiness requirements outlinedfor each facility
Designed, built, andcollaboratedon the following:
o Payers (EPM)
o Benefit Plans (EPP)
o Employer Groups (PPG)
o Adjudication tables (ADJ)
o Batch Jobs,Coding Workflow, Interfaces
o Charge Router Actions, Charge Router HandlerTasks, ChargeRouter WQs o Credit, Collections, Statements,Agency
Extracts
o HCFAand UB setup:
▪ (CDF) Claim definition file
▪ User/Master fileerrors
▪ Split billing
o Benefits setup:
▪ ComponentGroups (CMG)
▪ Fee Schedulegroups (FSG)
o Work queues: Account,Retro Review, Claim Edit, ItemProfiles, Follow up, FollowWQprofile, Charge Review, Credits
Kaiser Permanente Atlanta Region 02/2007- 05/2011
Resolute Application Coordinator 04/2010- 05/2011
Design, build, and validate Epic Resolute Professional Billing application in conjunction with other EMR systems.
 Designed, configuredandmaintained the Resolute application for the Revenue Cycle andHIMS(Coding) Dept.
 Analyzedissues anddeterminedresolution for matters that were escalated to the national team
 DesignedandcompletedEpic’s BeaconOncologymodule buildfor Professional Billing
 Completed regional change management request
 Supportedbusiness designactivities related to application software, data andpackagedsolutions
 Conducteduser acceptance testing inconjunctionwith other Practice Management applications
 Created test scripts for designatedoperational areas accordingto business requirements
 Perform testinganddata validation based off businessrequirements outlinedfor each facility
 Ran reports to pull all outstanding service request and/or incident tickets
 Facilitated weeklycallswith Businesspartners onissue resolution Designed, built, andtrainednew analyst onthe
following:
o Payers (EPM)
o Benefit Plans (EPP)
o Employer Groups (PPG)
o Adjudication tables (ADJ)
o Batch Jobs,Coding Workflow, Interfaces
o Charge Router Actions, Charge Router HandlerTasks, ChargeRouter WQs o Credit, Collections, Statements,Agency
Extracts
o HCFAand UB setup:
▪ (CDF) Claim definition file
▪ User/Master fileerrors
LaToya S. Morgan
▪ Split billing
o Benefits setup:
▪ ComponentGroups (CMG)
▪ Fee Schedulegroups (FSG)
o Work queues: Account,Retro Review, Claim Edit, ItemProfiles, Follow up, FollowWQprofile, Charge Review, Credits
Benefits Contract Analyst II 02/2007- 04/2010
Assist specificallyin Resolute/Tapestry/Benefits, and on the Managed Health Care (MHC) providing accurate and concise data
entry of group’s healthcare selections.
 Designed, built, andimplementedTapestryclaims system fromBenefits Adminperspective
 Providedpre and post go-live support withoptimization in collaborationwithClaims, QualityAssurance, andProvider
Contracts department
 Designedandmaintainbenefits of all group information, plans (EPP), andproducts) for all lines of businesses (HMO,
DHMO, MC, Medicare, Medicaid) withinTapestry, MHC(Managed Health Care)andEpic systems
 Trainedandsupportedend-users on newbenefit system build
 Benefit Packages(CMK)
 Plans (EPP)
 Components (CMP)
 Component Groups (CMG)
 Adjudication Tables (CML), Formulas(CMA)
 Limit/Payment variables
 Conductedaudits onbenefit build andfunctionalities
 Developedtimelines anddefine deliverablesinconjunction withapplication project managers andteams
 Created a step bystep document onfor newandexisting features for newbenefit systemchanges
 Adept inperformance testing, applicationverificationtesting, anddata validation
 Peered reviewandtracked information that was processedbyother analysts on the MHCand EPICdesk
 Pulledaudit andtrackingreports for status workflowupdates
 Completed weeklysummaryreports
Certifications/Credentialing
Resolute Professional BillingAdministration Certification ‐ Epic 2015
Tapestry Core Certification ‐ Epic 2015
Tapestry AP Claims and Contracts Certification ‐ Epic 2015
Benefits Engine Basics and Health plan Certification ‐ Epic 2015
Benefits Engine AP Claims Certification ‐ Epic 2015
Education
Southern University of New Orleans 08/2004 – 05/2006
CriminalJustice/ Business Administration
Delgado Community College 01/2002 – 05 /2004
Business Administration

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La Toya Morgan New Orleans

  • 1. LaToya S. Morgan LaToya S. Morgan Professional Summary A detailed oriented, flexible, andanalyticalEpic analyst withover 11 years of practical andtechnical experience in design, build, and implementation for hospitals andhealthcare agencies. Highlyorganized, with a keen eye for synthesizing andediting informationto achieve businessobjectives, completing immediate and long-term goals andmeeting operational deadlines. Core Strengths: Understanding of health care systems. Excellent communicator andteam player. Well versedinpresentation and organizationalskills. High-caliber multi-tasking, negotiation, andclosingskills. Expert problemsolver and planner. Subject matter expertise in EMR applications:Resolute Professional Billing, Hospital Billing, Tapestry, Cadence, Ambulatory, UNIX, Benefits Engine, IRCS/CM, OptumWebstrat, McKessonClaimsXten, 3MCoding, CBCT(Coding BasedCharge Trigger) Career Experience Kaiser Permanente California Region 07/2012 - 08/2016 Tapestry Consultant Los Angeles/Oakland,CA 04/2011-08/2016 Provided mentoring and training in departmental functional units in the areas of system analysis, end user workflows, and client methodologies.  Prior to Go-Live, conducted assessments ineffort to designed instructor- led training materialsbasedonthe needs of the functionalarea beingtrainedfor the session  Facilitated training to Direct andIndirect endusers onnew claimsystemrelatedto: o Claimtypes o Examiningand/or editing claims (Retro/Rejected Claims/ Follow-Up) o Understandingdifferent claimstatus types o WorkingPend/Holdcodes o Patient coverages, benefits, andclaim records o Reviewing andunderstanding provider contracts  Created engaginglearning activities such as Jeopardyfrom course content that enhancedretention  Trainedendusers onnavigationthru the newsystemas wellas creating andfindinginformationwithin master files  During Go-Live worked withClaims adjusters/examiners to understandandclear/add claimcodes for things suchas: o Transferring claims over examiners limit o Authorization not attachedto claim o Duplicate claims o Claims that requiredthird partypricing o Coverage verification  Maintainedproject documentationon issues intraining andproduction environments before andafter go-live  Forecastedfor resource availability, including trainers, rooms, and workstations setup  Assistedincredentialingnew trainers and acclimate new trainers on training policiesand format PB/HB Sr. Consultant Los Angeles/Oakland,CA 07/2011-03/2016 Analyzed and design system configuration, implementation, and support related to EPIC 2012 Upgrade, Inter-Regional integrations, ICD-10, 5010 conversions, and Tapestry between the organizations 7 regional hospitals and multiple medical offices.  Successfullybuilt effective relationships between the client, operations, IT, andbusiness stakeholders through all the phases ofprojects to support completing operational goals conducting weeklystatus calls  Forecastedfor resource availabilityandallocation for IT buildandtesting validation o Ensuredresource availabilityand allocationfor IT build and testing validation  Facilitated meetings betweenRevCycle, Patient Financial Services, andIT onoperational workflows ineffort to definedbusiness requirements to support the development of technical solutions for assignedprojects
  • 2. LaToya S. Morgan  Created and maintainedcomprehensive documentationto monitor and track approvals, statuses, andescalations to IT and Operational stakeholders  Mitigated existing system issues ineffort not to carryover to the new system. I.e. Claims rejectedincorrectly  Implementedsimple visit coding for services like radiology, lab, specimens, andreoccurring outpatient to allowstaff the abilityto focus onaccounts requiringmanual intervention  ConfiguredFilingOrder tables (FOT)to determine the correct primarycoverage basedon National Associationof Insurance Commissioners (NAIC) andCenter for Medicare & Medicaidservices (CMS) rules  Configuredthe 835 to suppress or input informationbasedonclaim for PB(visits) andHB(accounts) o For voided/canceled/replacement claims, the 835’s received frompayors were configuredto have the ICN (Internal Control Number)inorder to be processed o Configuredsystem to generate reports to sendto the business offices when835 files were rejected  Designedsystemto generate replacement claims based ontriggers identifiedbetweenPatient Financial Services (PFS) and Revenue Cycle (RC)  System configurationto reclassifyrevenue if initial claim wasadjudicated under one coverage and later adjudicated under another via the 835  ConfiguredLoader to sendandreceive 835/837/277 files basedon payors go live date to move claims to newclaims platform  Configuredthe Coverage manager(HB) and RetroProfile (PB) to trigger based onspecific coverage changes to original claim  Created claims platform to generate Remittance Advice (RA)inHIPPA compliant 835 electronic transactions in 5010 format to providers whosubmitted837(P) or 837(I) transactions.  Worked withEpremison the system designto suppressconverting claims to the 5010 forma t for the payors who hasn’t transitionedto ICD-10 diagnosis codes at time of go-live o Files naming conventionandlocations for IT to pick upandmove to Health connect  Configuredthe system to provide claim statuses (277’s) for every837 processedbythe EDI platform betweenthe new claim systems andthe retiring systembasedonbusiness requirements  Created test scripts for PB andHB according to businessrequirements inrelationto: o Office visits, LabandRad, HOV o Ingenix claim manager o Code Editing(CAC/ CBCT/ 3M Coding) o ED/HOB to Inpatient o Patient andFamilyMOOP/DED o Order entry  Conducteduser acceptance testing inconjunctionwith other Epic applications  Compliedwith the “Breakthe Glass” policies for the organization for testing protocol  Clear understanding and analysis ofPB visits andHB accounts o Open and DNB acct statuses o Undo/Initiating billing o Charge router reconciliationreports for visit or account analysis  Providedproblem solvingandimplementation skills pre and post golive o Utilizedthe charge router to investigate charges flow  Created and maintainedWQ’s for implementations anddayto daymaintenance  Reviewed recommendedrelease notes related to system or workflow enhancements  AnalyzedandResolvedhelpdesk/ incident tickets  Completed change management request submittedbybusiness offices  Formatted filesto import for charge write-off’s, debit/credit matchingfor venture services, and collection activities that didnot matchautomaticallyduring overnight processing
  • 3. LaToya S. Morgan Community Healthcare Systems Resolute PB/HB Consultant Hammond,Indiana 05/2011-7/2012 Facilitated the design, system configuration, implementation, and support of Community Connect Clients and performed other Resolute PB/ HB functions.  Collaboratedin redesignefforts for External clinics transitioning to the Resolute PB system  Assistedrevenue cycle teams in troubleshooting accounts that were being held in A/Rdue to chargingor documentationdiscrepancies  Analyzedissues andprovidedsolutions for helpdesktickets  Completed change management request submittedbybusiness offices  Supportedend-users duringtraining andpre/post-go live periods  Performedtesting and data validationbased offbusiness requirements outlinedfor each facility Designed, built, andcollaboratedon the following: o Payers (EPM) o Benefit Plans (EPP) o Employer Groups (PPG) o Adjudication tables (ADJ) o Batch Jobs,Coding Workflow, Interfaces o Charge Router Actions, Charge Router HandlerTasks, ChargeRouter WQs o Credit, Collections, Statements,Agency Extracts o HCFAand UB setup: ▪ (CDF) Claim definition file ▪ User/Master fileerrors ▪ Split billing o Benefits setup: ▪ ComponentGroups (CMG) ▪ Fee Schedulegroups (FSG) o Work queues: Account,Retro Review, Claim Edit, ItemProfiles, Follow up, FollowWQprofile, Charge Review, Credits Kaiser Permanente Atlanta Region 02/2007- 05/2011 Resolute Application Coordinator 04/2010- 05/2011 Design, build, and validate Epic Resolute Professional Billing application in conjunction with other EMR systems.  Designed, configuredandmaintained the Resolute application for the Revenue Cycle andHIMS(Coding) Dept.  Analyzedissues anddeterminedresolution for matters that were escalated to the national team  DesignedandcompletedEpic’s BeaconOncologymodule buildfor Professional Billing  Completed regional change management request  Supportedbusiness designactivities related to application software, data andpackagedsolutions  Conducteduser acceptance testing inconjunctionwith other Practice Management applications  Created test scripts for designatedoperational areas accordingto business requirements  Perform testinganddata validation based off businessrequirements outlinedfor each facility  Ran reports to pull all outstanding service request and/or incident tickets  Facilitated weeklycallswith Businesspartners onissue resolution Designed, built, andtrainednew analyst onthe following: o Payers (EPM) o Benefit Plans (EPP) o Employer Groups (PPG) o Adjudication tables (ADJ) o Batch Jobs,Coding Workflow, Interfaces o Charge Router Actions, Charge Router HandlerTasks, ChargeRouter WQs o Credit, Collections, Statements,Agency Extracts o HCFAand UB setup: ▪ (CDF) Claim definition file ▪ User/Master fileerrors
  • 4. LaToya S. Morgan ▪ Split billing o Benefits setup: ▪ ComponentGroups (CMG) ▪ Fee Schedulegroups (FSG) o Work queues: Account,Retro Review, Claim Edit, ItemProfiles, Follow up, FollowWQprofile, Charge Review, Credits Benefits Contract Analyst II 02/2007- 04/2010 Assist specificallyin Resolute/Tapestry/Benefits, and on the Managed Health Care (MHC) providing accurate and concise data entry of group’s healthcare selections.  Designed, built, andimplementedTapestryclaims system fromBenefits Adminperspective  Providedpre and post go-live support withoptimization in collaborationwithClaims, QualityAssurance, andProvider Contracts department  Designedandmaintainbenefits of all group information, plans (EPP), andproducts) for all lines of businesses (HMO, DHMO, MC, Medicare, Medicaid) withinTapestry, MHC(Managed Health Care)andEpic systems  Trainedandsupportedend-users on newbenefit system build  Benefit Packages(CMK)  Plans (EPP)  Components (CMP)  Component Groups (CMG)  Adjudication Tables (CML), Formulas(CMA)  Limit/Payment variables  Conductedaudits onbenefit build andfunctionalities  Developedtimelines anddefine deliverablesinconjunction withapplication project managers andteams  Created a step bystep document onfor newandexisting features for newbenefit systemchanges  Adept inperformance testing, applicationverificationtesting, anddata validation  Peered reviewandtracked information that was processedbyother analysts on the MHCand EPICdesk  Pulledaudit andtrackingreports for status workflowupdates  Completed weeklysummaryreports Certifications/Credentialing Resolute Professional BillingAdministration Certification ‐ Epic 2015 Tapestry Core Certification ‐ Epic 2015 Tapestry AP Claims and Contracts Certification ‐ Epic 2015 Benefits Engine Basics and Health plan Certification ‐ Epic 2015 Benefits Engine AP Claims Certification ‐ Epic 2015 Education Southern University of New Orleans 08/2004 – 05/2006 CriminalJustice/ Business Administration Delgado Community College 01/2002 – 05 /2004 Business Administration