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2007 UBO/UBU Conference From Registration to Accounts Receivable 3 Outpatient reports needed: – Summary by Clinic – Accounts Receivables by Patient – Accounts Receivables by Month – DD 2570 Program Results – Positive Balance – Negative Balance Outpatient Reports
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From Registration to Accounts Receivable – The Whole Can of Worms
2007 UBO/UBUConference
Briefing: How to Use Management Reports
Part 1 - TPC
Date: 22 Mar 2007
Time: 0800 - 0850
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable Objectives
Run the right reports
Determine the best time to run them
Know how to calculate the numbers
Know how to identify problem areas
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
Outpatient reports needed:– Summary by Clinic– Accounts Receivables by Patient– Accounts Receivables by Month– DD 2570 Program Results– Positive Balance– Negative Balance
Outpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable Outpatient Reports
Summary by Clinic shows billing and collection activity by MEPRS code
Shows clinic billings with excessive write-offs Data can be used by the clinics as EPR material and
incentive to collect more insurance information For AF facilities, ensure numbers match what the
billing contractor is reporting The data from this report may be submitted monthly up
the chain of command. For AF facilities, the AF 178 is submitted to the squadron commander
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable Outpatient Reports
Outpatient Accounts Receivables by Patient provides a detailed list of all open outpatient claims
Analyze and trend the age of the open claims; both by dollars and by number of claims
Address problem areas like aging A/R, or too many unpaid claims from one clinic or one patient
Data is reported monthly in the Budget Execution Report by AF facilities
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
Accounts Receivables by Month provides a total of all write offs, refunds, payments, reversed payments, billings, and reversed billings
The total ending balance for all pages of this report should equal the A/R by Patient total
Use this report to identify problem areas
Outpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
The DD 2570 Program Results Report provides information on billings, collections, and write offs for the entire fiscal year
The report can show increases or reductions in billings or collections
It can identify excessive use of a write-off code The total open claims less those in “U” status should
equal the total shown on the A/R by Patient report and the A/R by Month report
Last month’s total A/R plus billings, less payments, less write offs from the Summary by Clinic report should also equal this amount
Outpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
The Positive Balance Report reflects claims which had a payment posted but were not written off or closed
This report, along with your EOBs, can be used to make follow-up calls to the insurance company on questionable write-offs
Most write-offs that accompany payments can be posted immediately, so this report should be very short each month
The Negative Balance Report reflects claims that were closed for more than the billed amount, or a write-off was posted twice. This normally occurs when the TPOCS server experiences problems during the posting process
Problem claims may need to be wiped out, rebilled, reposted, and written off
Outpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
Inpatient reports needed– Accounts Receivables by Patient– DD 2570 Program Results– TPC Monthly Activity Report– TPC Monthly Medical Services Activity
Reconciliation Report– Insurance Notify Roster
Inpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
Inpatient Accounts Receivables by Patient is similar to the outpatient report, except additional information is provided
It’s best to spool this report in CHCS, download it and convert it to an Excel file, then sort by the date billed
If this can’t be done, print the report, then manually enter the data in a spreadsheet
Additional information is included on this report
Inpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable
The Inpatient DD 2570 Report should be printed monthly
This data is reported quarterly The Inpatient Monthly Medical Services Activity Report
gives totals for billings, postings, and write-offs for the month
The Inpatient Medical Services Reconciliation Report provides detailed information
The Insurance Notify Roster identifies claims that have changed
Inpatient Reports
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2007 UBO/UBU ConferenceFrom Registration to Accounts Receivable Summary
Together, these reports can give a clear picture of how well your TPC program is running
They can identify problem areas They show trends If you work these reports monthly, you can eliminate
problems before you need to submit quarterly reports online