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Copyright © 2018 Charter School Capital, Inc. All Rights Reserved.
Introduction to
Our Medicaid
Billing Program
February 11, 2020
2
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
AGENDA
 Background on CSC and PCG
 The Value of Medicaid Billing
 Our Platform and Process
 Wrap Up and Next Steps
TODAY WE’LL COVER:
3
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
TODAY’S PRESENTERS
Ryan Eldridge
Charter School Advisor
Charter School Capital
Rich Collins
Product Specialist
Charter School Capital
Rose Jenson
Manager Client Services
Public Consulting Group
4
Copyright © 2018 Charter School Capital, Inc. All Rights Reserved.
4
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
•
WHO WE
ARE
 Charter School Capital helps schools access,
leverage, and sustain the resources charter schools
need to thrive, allowing them to focus on what
matters most – educating students.
 In the past 12 years, we have:
o Served more than 1,000,000 students and their
families
o Supported more than 700 charter schools
o Invested $2B in helping charter schools better
serve their communities
 Facilities financing arm supports charter leaders with
long-term leases
o Over 42 schools across the country
o Tenant improvements and energy services
 More than 60 employees headquartered in Portland,
OR
 Stellar track record with schools and investors
COMPANY OVERVIEW
5
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
PCG EDUCATION:
NATIONAL MEDICAID
BILLING EXPERTS
 Privately held with no venture funding,
headquartered in Boston, MA
 Diversified and serving many state and cities in
the areas of Human Services, Health,
Technology and Consulting
 Public Focus. Proven Results.
 Partnering with over 4,200 school districts in the
US in various capacities, including 18 of the 25
largest districts
 Largest Medicaid and IEP vendor in the US
 Over 25% of all IEPs nationwide are created in
our EDplan system
 Generated more than $6.2 billion in federal
school-based Medicaid reimbursement for our
clients
 $500M+ in Medicaid claims submitted in school
year 2017-2018
CT
ME
VA
PA
NY
VT
WV
OH
NC
SC
GA
FL
ALMS
AR
LA
TX
OK
KS MO
IL
WI
IA
MN
SD
MT
WY
CO
NM
AK
AZ
UT
ID
OR
WA
CA
NV NE
ND
TN
IN
MI
DE
RI
NJ
MA
NH
MD
KY
HI
BOSTON
Copyright © 2018 Charter School Capital, Inc. All Rights Reserved.
The Value of Medicaid
Reimbursements
7
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
OUR PROGRAM
LET’S YOU
RECOUP COSTS
 Schools are required to deliver services to
students with disabilities through IDEA
 More students are requiring health-related
services than before:
o Speech Therapy
o Counseling Services
o Occupational Therapy
o Physical Therapy
o Nursing Services
 Schools reporting the intensity of services has
increased, requiring more highly-skilled staff,
which causes an increase in costs
Medicaid billing provides an opportunity to recoup
a portion of costs schools are required to expend
on these services
8
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
WHICH EXPENSES QUALIFY FOR MEDICAID
REIMBURSEMENT?
Qualifying
Students:
Students on
Medicaid
Qualifying
Services:
Speech Therapy
Counseling Services
Occupational
Therapy
Physical Therapy
Nursing Services
Medicaid Reimbursement Eligibility Framework
 Your school is eligible to receive
reimbursements (for services that
qualify) for students who are on
Medicaid
 On average, this may be 10-15%
of your total student population
 The average annual
reimbursement per qualifying
student receiving services in
CA is $400
Eligiblefor
Reimbursements
9
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
REIMBURSEMENTS WILL ADD UP …
120k 129k 138k 147k 158k 169k 181k 194k 208k 222k
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Annual Cumulative
Assumptions:
 300 qualifying students in year 1
 Annual student growth rate of 5%
 Annual expected Medicaid services reimbursement growth rate of 2%
 $400 average annual billing per student
Estimated Annual and Cumulative Gross Cost Recoup for California Charter School
Total estimated 10-year
cumulative gross billings
of $1.7 millionTotal estimated 5-year
cumulative gross billings
of $0.7 million
Copyright © 2018 Charter School Capital, Inc. All Rights Reserved.
Our Platform and Process
11
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
OUR PLATFORM SIMPLIFIES THE BILLING PROCESS
Determine medical
necessity for student:
• Individualized Education
Program (IEP)
• Physician Authorization
Services delivered by
service providers
Charter
School
PCG
Platform
Provide support
documentation:
• IEP
• Physician Authorization /
Ordering, Rendering or
Prescribing (ORP) practitioner
• Provider licensure/credential
• Medicaid Parental Consent
State
Medicaid
Agency
State Medicaid agency reviews claims, approves or
denies payments
State sends reimbursement to Charter School for
services they are already provided
Additional Ongoing
Requirements:
• Schools provide related cost data
provide cost data annually
• Potentially participate in a
quarterly random moment time
survey (RMTS)
Document Support Provide / Participate
Package Information and Submit
PGC platform collects data along the way and identifies services that meet claiming
requirements and submits those services to state Medicaid agency
$$
Received
12
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
BILLING SERVICES PLATFORM: BACKED BY PROFESSIONALS
 Technology is at the core
o Track service documentation and reporting allowing
you to recoup costs without adding a new team
o Allows you to compare services provided to
students by individual health care contractors to
submitted invoices
 Dedicated, knowledgeable team
o Training, project management, legal, compliance,
policy, technology
o Identify program expansion opportunities
 National experience and local staff
o Submit claims for 1,400+ districts and charters
across 26 states
o Deep knowledge and understanding of charter
school market
13
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
KEY FEATURES
Key Features:
 Provide online service documentation tool to collect service data
o Use any device: Mobile logging; speech to text
 Get signatures electronically from parents, doctors using EdPlan Connect
 Multi-layer claiming quality control process to review completeness of claims data
 Reporting to let you know how you are doing and what gaps you may have
 Online training resources to support your staff
 Virtual help desk support
14
Copyright © 2019 Charter School Capital, Inc. All Rights Reserved.
THANK YOU FOR
JOINING US!
NEXT STEPS… • Contact us!
• Fill out the readiness assessment
• Have a call or meeting to discuss your
potential, the program, and your needs
Ryan Eldridge
Charter School Advisor
Charter School Capital
reldridge@charterschoolcapital.org

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Solutions Overview: Medicaid Entitlements for California

  • 1. Copyright © 2018 Charter School Capital, Inc. All Rights Reserved. Introduction to Our Medicaid Billing Program February 11, 2020
  • 2. 2 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. AGENDA  Background on CSC and PCG  The Value of Medicaid Billing  Our Platform and Process  Wrap Up and Next Steps TODAY WE’LL COVER:
  • 3. 3 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. TODAY’S PRESENTERS Ryan Eldridge Charter School Advisor Charter School Capital Rich Collins Product Specialist Charter School Capital Rose Jenson Manager Client Services Public Consulting Group
  • 4. 4 Copyright © 2018 Charter School Capital, Inc. All Rights Reserved. 4 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. • WHO WE ARE  Charter School Capital helps schools access, leverage, and sustain the resources charter schools need to thrive, allowing them to focus on what matters most – educating students.  In the past 12 years, we have: o Served more than 1,000,000 students and their families o Supported more than 700 charter schools o Invested $2B in helping charter schools better serve their communities  Facilities financing arm supports charter leaders with long-term leases o Over 42 schools across the country o Tenant improvements and energy services  More than 60 employees headquartered in Portland, OR  Stellar track record with schools and investors COMPANY OVERVIEW
  • 5. 5 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. PCG EDUCATION: NATIONAL MEDICAID BILLING EXPERTS  Privately held with no venture funding, headquartered in Boston, MA  Diversified and serving many state and cities in the areas of Human Services, Health, Technology and Consulting  Public Focus. Proven Results.  Partnering with over 4,200 school districts in the US in various capacities, including 18 of the 25 largest districts  Largest Medicaid and IEP vendor in the US  Over 25% of all IEPs nationwide are created in our EDplan system  Generated more than $6.2 billion in federal school-based Medicaid reimbursement for our clients  $500M+ in Medicaid claims submitted in school year 2017-2018 CT ME VA PA NY VT WV OH NC SC GA FL ALMS AR LA TX OK KS MO IL WI IA MN SD MT WY CO NM AK AZ UT ID OR WA CA NV NE ND TN IN MI DE RI NJ MA NH MD KY HI BOSTON
  • 6. Copyright © 2018 Charter School Capital, Inc. All Rights Reserved. The Value of Medicaid Reimbursements
  • 7. 7 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. OUR PROGRAM LET’S YOU RECOUP COSTS  Schools are required to deliver services to students with disabilities through IDEA  More students are requiring health-related services than before: o Speech Therapy o Counseling Services o Occupational Therapy o Physical Therapy o Nursing Services  Schools reporting the intensity of services has increased, requiring more highly-skilled staff, which causes an increase in costs Medicaid billing provides an opportunity to recoup a portion of costs schools are required to expend on these services
  • 8. 8 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. WHICH EXPENSES QUALIFY FOR MEDICAID REIMBURSEMENT? Qualifying Students: Students on Medicaid Qualifying Services: Speech Therapy Counseling Services Occupational Therapy Physical Therapy Nursing Services Medicaid Reimbursement Eligibility Framework  Your school is eligible to receive reimbursements (for services that qualify) for students who are on Medicaid  On average, this may be 10-15% of your total student population  The average annual reimbursement per qualifying student receiving services in CA is $400 Eligiblefor Reimbursements
  • 9. 9 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. REIMBURSEMENTS WILL ADD UP … 120k 129k 138k 147k 158k 169k 181k 194k 208k 222k Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Annual Cumulative Assumptions:  300 qualifying students in year 1  Annual student growth rate of 5%  Annual expected Medicaid services reimbursement growth rate of 2%  $400 average annual billing per student Estimated Annual and Cumulative Gross Cost Recoup for California Charter School Total estimated 10-year cumulative gross billings of $1.7 millionTotal estimated 5-year cumulative gross billings of $0.7 million
  • 10. Copyright © 2018 Charter School Capital, Inc. All Rights Reserved. Our Platform and Process
  • 11. 11 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. OUR PLATFORM SIMPLIFIES THE BILLING PROCESS Determine medical necessity for student: • Individualized Education Program (IEP) • Physician Authorization Services delivered by service providers Charter School PCG Platform Provide support documentation: • IEP • Physician Authorization / Ordering, Rendering or Prescribing (ORP) practitioner • Provider licensure/credential • Medicaid Parental Consent State Medicaid Agency State Medicaid agency reviews claims, approves or denies payments State sends reimbursement to Charter School for services they are already provided Additional Ongoing Requirements: • Schools provide related cost data provide cost data annually • Potentially participate in a quarterly random moment time survey (RMTS) Document Support Provide / Participate Package Information and Submit PGC platform collects data along the way and identifies services that meet claiming requirements and submits those services to state Medicaid agency $$ Received
  • 12. 12 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. BILLING SERVICES PLATFORM: BACKED BY PROFESSIONALS  Technology is at the core o Track service documentation and reporting allowing you to recoup costs without adding a new team o Allows you to compare services provided to students by individual health care contractors to submitted invoices  Dedicated, knowledgeable team o Training, project management, legal, compliance, policy, technology o Identify program expansion opportunities  National experience and local staff o Submit claims for 1,400+ districts and charters across 26 states o Deep knowledge and understanding of charter school market
  • 13. 13 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. KEY FEATURES Key Features:  Provide online service documentation tool to collect service data o Use any device: Mobile logging; speech to text  Get signatures electronically from parents, doctors using EdPlan Connect  Multi-layer claiming quality control process to review completeness of claims data  Reporting to let you know how you are doing and what gaps you may have  Online training resources to support your staff  Virtual help desk support
  • 14. 14 Copyright © 2019 Charter School Capital, Inc. All Rights Reserved. THANK YOU FOR JOINING US! NEXT STEPS… • Contact us! • Fill out the readiness assessment • Have a call or meeting to discuss your potential, the program, and your needs Ryan Eldridge Charter School Advisor Charter School Capital reldridge@charterschoolcapital.org