Centricity CPS - Techniques to Effectively Manage Accounts Receivable - chug 2014
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The presentation will begin with how to identify aging balances in Centricity. Then it covers streamlining claim workflow to work smarter not harder. We'll review troubleshooting claims that have been filed with no payment received and how to track down those claims. Discuss methods to improve accountability through documentation best practices. Gain a better understanding of visit status and the claim lifecycle. Finally, we will discuss Centricity AR reports that will also help in managing AR. Objectives: •Actively identify and sort Aging and problem visits by reviewing the Billing window with specified Status and Date range criteria to easily identify issues •Learn documentation best practices by identifying the cause of the rejections/aging visits and establishing a standard for storing notes and current visit status. •Identify some of the core Accounts Receivable reports that will allow for an administrative view of the ongoing success of the AR process.
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Centricity CPS - Techniques to Effectively Manage Accounts Receivable - chug 2014
- 1. Techniques to Effectively Manage Accounts Receivable Kirk Fahlberg – Unlimited Systems Twitter = @kirkfahlberg
- 2. Purpose • Learn how to efficiently & effectively manage Accounts Receivable in Centricity.
- 3. Benefits • Increase efficiency using an interactive workflow • Identify aging balances • Improve accountability through documentation best practices
- 4. 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
- 6. 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
- 7. AR Reports-Administrative • Correspondence Audit Report – Run by Patient, Provider or User
- 8. AR Reports-Define • F1 to learn more about a report
- 9. AR Report-Benefits • Check “the Pulse” of AR • Identify problematic carriers • Administrative scorecard
- 10. 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.
- 12. Active AR-Billing Screen • Efficiency starts in the Billing component – Date – Status - Not Paid or others. – Insurance Group – Minimum Visit Ins. Balance
- 14. Active AR-Audit Status • Worksheet to Audit Billing Visit Statuses… – CHUG Forums • Centricityusers.com • Forums • The Trading Post • Training Materials
- 15. Active AR-Audit Example • 22 Provider Practice
- 16. Active AR-Task Mgmt. • Build out queues to review Statuses http://cpstraining-gehc.com/joomla/Docs/cps10/13_CPS_PM_10_Task_ManagementCompanionGuide.pdf
- 17. Active AR-Billing Results • Is something missing? • How can this be more effective?
- 18. Active AR-Order Columns • Recommended Columns • Right Click on a Column Header - choose Columns, update & save
- 19. Active AR-Sort Columns • Organize and Group items
- 20. 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
- 21. • Use two windows - Billing & AR Active AR-Drill Down
- 23. Troubleshoot-Review Notes • Visit Description - Short story • CPS – Approval or Batch rejects • Visit Billing Notes – Int. messages
- 24. Troubleshoot-Corr. Tab • Permanent log of interaction – Rejections, carrier or patient related AR notes
- 25. 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.
- 26. 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”
- 27. Troubleshoot-EDI Reports • Right Click on the report & choose View
- 28. Troubleshoot-Find Denials • Click Edit - Find (CTRL+F) - enter Ticket, Error or text – NOTE: May be more than one entry in the report file.
- 29. Troubleshoot-Note Errors • If denial is clear, correct & refile • Note & research unknown errors – Search Internet • Google – Carriers Website – Contact Support
- 30. Documentation
- 31. 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
- 32. 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
- 33. Documentation-Corr. Note • Correspondence Note - Detailed Story – Permanent log of troubleshooting – Located: Corr. Tab
- 34. Visit Status
- 35. 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
- 38. Visit Status-Manual • These should only be changed if confident in the status change & office workflow – Other Status Examples: Refund, Refile & Bad Debt
- 39. Visit Status-Unexplained • Visit Activity Log – May explain an unexpected Status – Example: moved from Paid to File Rejected – Bill Code & Status
- 40. Questions?