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Healthcare Revenue Cycle
Process Resource Center
---------------
Value is Measurable, but
It’s Hard to Measure What You Can’t See
Process Optimization
Through Collaboration
Process Continuous Improvement
Reduced Throughput Increased Cost per Unit
Does Not Meet Margin per Unit Target
Process Configuration Optimized
Meets Margin per Unit Target
Process Optimization Analytics
and Management Control Charts
Process Resource Centers
• Resource Types:
o Policies
o Workflows
o Procedures
o Applications
o Analytics & Metrics
o Video
o Other web sites
• Reside Internally or In
the Cloud
• Web Frameworks That Optimize Visualization and Execution of
Corporate Endorsed Processes, Activities and Associated Resources
Customizable Revenue Cycle Management
Process Resource Center
• Patient Engagement
o 1.0 Pre-Arrival
o 2.0 Day of Visit
• Billing
o 3.0 Visit/Charge Capture
o 4.0 Claim Production
• Follow-up
o 5.0 Financial Services
o 6.0 Insurance Accounts
Receivable Management
o 7.0 Patient Accounts
Receivable Management
o 8.0 Credit Balance
Workflow with Information Button, Document
Links, and Shared Responsibilities
Information Button Expanded
 Defines and Visually Illustrates End-to-End Roles, Responsibilities,
Expectations, and Dependencies of All Departments, Stakeholders, and
Business Partners
 Serves to Penetrate Departmental Silos, Tool Conflicts, and Tribal Knowledge
 Improves Communications and Collaboration
Shared Responsibility Mapping
Combines SIPOC & RACI
Shared Responsibility Maps Illustrate
Multistep Activity/Process Dependencies
Activity/Process Step 3
Activity/Process End
Activity/Process Step 1
Activity/Process Step 2
Step 1 Outputs & Customer
Becomes Step 2
Supplier and Inputs
Step 2 Outputs & Customer
Becomes Step 3
Supplier and Inputs
Activity/Process Start
Variation in Earlier Phases
Influences Performance
and Deliverables in
Latter Phases
Revenue Cycle Management
Across the Organization – Shared Responsibility
Board of Trustees
Chief Executive
Officer
Chief Medical Officer
-----------
Charge Capture
Administration
Chief Financial Officer
-----------
Financial Services & Billing
Chief Operating Officer
-----------
Charge Capture, Pre-Arrival, & Day of Visit
Departments
• Human
Resources
• Development
Departments:
• Adult Primary
Care
• Pediatrics
• OB/GYN
• Urgent Care
• Eye Clinic
• Specialists
• Nutrition
-----------
3.1 – 3.3
Charge Capture
Practice Management
-----------
Pre-Arrival & Day of Visit
Departments:
• Medical
Records
• Switchboard
Registration
-----------
1.3
Registration
Intake
-----------
1.4
Intake
Clinical
Secretaries/
Referrals
Nursing
-----------
Charge Capture
Quality/
Lean
Dental
-----------
Charge Capture
Lab
-----------
3.3
Charge Capture
Departments:
• Compliance
• Quality
Incentives
• Mehi Program
Management
Social Services
-----------
Charge Capture
Facilities
Department:
• Billing
-----------
3.4 – 3.5
Coding/Charge
Entry
And
4.1 – 4.5
Claim
Producton
Finance
(Financial
Services)
Departments:
• IT-CIO
• Payroll/
Benefits
• Managed
Care
Accounting/
Purchasing
Departments:
• Environment
al Services
• Security
• Maintenance
Departments:
• Behavioral
Health
• Mental
Health
• CHWs
• Interpreters
• HIV/STD
• HRC
-----------
3.1 – 3.3
Charge Capture
3.0
CHARGE CAPTURE/
Coding/Charge Entry
5.0
FINANCIAL SERVICES
6.0
INSURANCE AR
MANAGEMENT
7.0
PATIENT AR MANAGEMENT
8.0
CREDIT BALANCE
2.0
DAY OF VISIT
1.0
PRE-ARRIVAL
4.0
CLAIM PRODUCTION
PATIENT ENGAGEMENT FOLLOW-UPBILLING
Shared Responsibilities and
Process Measures
Billing Company
Client Lifecycle Management
3.0
CHARGE CAPTURE/
Coding/Charge Entry
5.0
FINANCIAL SERVICES
6.0
INSURANCE AR
MANAGEMENT
7.0
PATIENT AR
MANAGEMENT
8.0
CREDIT BALANCE
2.0
DAY OF VISIT
1.0
PRE-ARRIVAL
4.0
CLAIM PRODUCTION
PATIENT ENGAGEMENT FOLLOW-UPBILLING
Billing Company (BC)
Revenue Cycle Management
Client Lifecycle Management
Client BC
3.0
Client Onboarding
Applications, Their
PRC, Engagement
Procedures
2.0
Client Onboarding
1.0
Client Onboarding
Client Lifecycle Management
1.0
Ongoing Daily
Activities
2.0
Client Access to Their
PRC, Analytics and
Reporting
3.0
Ongoing Account
Reviews
1.0
Client Offboarding
2.0
Client Offboarding
3.0
Client Offboarding
Client BC
Billing Company
Employee Lifecycle Management
3.0
CHARGE CAPTURE/
Coding/Charge Entry
5.0
FINANCIAL SERVICES
6.0
INSURANCE AR
MANAGEMENT
7.0
PATIENT AR
MANAGEMENT
8.0
CREDIT BALANCE
2.0
DAY OF VISIT
Consulting ??
1.0
PRE-ARRIVAL
Consulting ??
4.0
CLAIM PRODUCTION
PATIENT ENGAGEMENT FOLLOW-UPBILLING
Billing Company (BC)
(Draft) Revenue Cycle Management
Employee Lifecycle Management
Client BC
3.0
Onboarding
Employee Handbook
Training
Team Assignment
2.0
Testing
1.0
Interviews
Employee Lifecycle Management
1.0
Ongoing Daily
Activities
2.0
Client/Team
Management
3.0
Client/Team
Management
1.0
Employee
Offboarding
2.0
Credential
Revocation
3.0
Outgoing Discussion
Client BC
Reference Library
RCM Systemic Visualization at the Executive Level
• Visual Systemic Transparency
o Ability to “look through” KPIs to the processes, activities, and their related
resources, ownership, and measures
o Ensure process designs and execution are aligned with corporate strategy
o Improved standardization and productivity
• Visual Systemic Integrity
o Validate end-to-end data consistency
o See and analyze process handoffs for performance deficiencies, bottlenecks,
and disconnects
o Get teams on the same page quickly
o End-to-end shared responsibility mapping illustrates who has responsibility for
what, when, and to whom
• Improve Organizational Retention of Best Practices Despite Turnover
• Immediately Accessible, Viewable, and Presentable from Any Device
Operations Level Proactive Management
• Procedural Content is Visually and Operationally Consumable
o Users can quickly see, understand, and execute the task at hand
• Control Charts Available to Enable Proactive Adjustment of
Workflows to Reduce Variation and Increase Predictable High-Quality
Outcomes
• Improved Comprehension and Accessibility Reduces Learning Curves
and Procedural Errors
• Decisions and Actions are More Easily Defendable
o Policies, standards, best practices, and work instructions incorporated, linked,
and available where it makes sense in workflow execution
• Accountability is Transparent
o Shared responsibility mapping illustrates who has responsibility for what, when,
and to whom
• Immediately Accessible, Viewable, and Presentable from Any Device
Information and Contact
Henry Draughon
Process Delivery Systems
(972) 980-9041
hdraughon@processdeliverysystems.com

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Revenue Cycle Management Documentation and Process Measurement

  • 1. Healthcare Revenue Cycle Process Resource Center --------------- Value is Measurable, but It’s Hard to Measure What You Can’t See
  • 4. Reduced Throughput Increased Cost per Unit Does Not Meet Margin per Unit Target Process Configuration Optimized Meets Margin per Unit Target Process Optimization Analytics and Management Control Charts
  • 5. Process Resource Centers • Resource Types: o Policies o Workflows o Procedures o Applications o Analytics & Metrics o Video o Other web sites • Reside Internally or In the Cloud • Web Frameworks That Optimize Visualization and Execution of Corporate Endorsed Processes, Activities and Associated Resources
  • 6. Customizable Revenue Cycle Management Process Resource Center • Patient Engagement o 1.0 Pre-Arrival o 2.0 Day of Visit • Billing o 3.0 Visit/Charge Capture o 4.0 Claim Production • Follow-up o 5.0 Financial Services o 6.0 Insurance Accounts Receivable Management o 7.0 Patient Accounts Receivable Management o 8.0 Credit Balance
  • 7. Workflow with Information Button, Document Links, and Shared Responsibilities
  • 9.  Defines and Visually Illustrates End-to-End Roles, Responsibilities, Expectations, and Dependencies of All Departments, Stakeholders, and Business Partners  Serves to Penetrate Departmental Silos, Tool Conflicts, and Tribal Knowledge  Improves Communications and Collaboration Shared Responsibility Mapping Combines SIPOC & RACI
  • 10. Shared Responsibility Maps Illustrate Multistep Activity/Process Dependencies Activity/Process Step 3 Activity/Process End Activity/Process Step 1 Activity/Process Step 2 Step 1 Outputs & Customer Becomes Step 2 Supplier and Inputs Step 2 Outputs & Customer Becomes Step 3 Supplier and Inputs Activity/Process Start Variation in Earlier Phases Influences Performance and Deliverables in Latter Phases
  • 11. Revenue Cycle Management Across the Organization – Shared Responsibility Board of Trustees Chief Executive Officer Chief Medical Officer ----------- Charge Capture Administration Chief Financial Officer ----------- Financial Services & Billing Chief Operating Officer ----------- Charge Capture, Pre-Arrival, & Day of Visit Departments • Human Resources • Development Departments: • Adult Primary Care • Pediatrics • OB/GYN • Urgent Care • Eye Clinic • Specialists • Nutrition ----------- 3.1 – 3.3 Charge Capture Practice Management ----------- Pre-Arrival & Day of Visit Departments: • Medical Records • Switchboard Registration ----------- 1.3 Registration Intake ----------- 1.4 Intake Clinical Secretaries/ Referrals Nursing ----------- Charge Capture Quality/ Lean Dental ----------- Charge Capture Lab ----------- 3.3 Charge Capture Departments: • Compliance • Quality Incentives • Mehi Program Management Social Services ----------- Charge Capture Facilities Department: • Billing ----------- 3.4 – 3.5 Coding/Charge Entry And 4.1 – 4.5 Claim Producton Finance (Financial Services) Departments: • IT-CIO • Payroll/ Benefits • Managed Care Accounting/ Purchasing Departments: • Environment al Services • Security • Maintenance Departments: • Behavioral Health • Mental Health • CHWs • Interpreters • HIV/STD • HRC ----------- 3.1 – 3.3 Charge Capture 3.0 CHARGE CAPTURE/ Coding/Charge Entry 5.0 FINANCIAL SERVICES 6.0 INSURANCE AR MANAGEMENT 7.0 PATIENT AR MANAGEMENT 8.0 CREDIT BALANCE 2.0 DAY OF VISIT 1.0 PRE-ARRIVAL 4.0 CLAIM PRODUCTION PATIENT ENGAGEMENT FOLLOW-UPBILLING
  • 13. Billing Company Client Lifecycle Management 3.0 CHARGE CAPTURE/ Coding/Charge Entry 5.0 FINANCIAL SERVICES 6.0 INSURANCE AR MANAGEMENT 7.0 PATIENT AR MANAGEMENT 8.0 CREDIT BALANCE 2.0 DAY OF VISIT 1.0 PRE-ARRIVAL 4.0 CLAIM PRODUCTION PATIENT ENGAGEMENT FOLLOW-UPBILLING Billing Company (BC) Revenue Cycle Management Client Lifecycle Management Client BC 3.0 Client Onboarding Applications, Their PRC, Engagement Procedures 2.0 Client Onboarding 1.0 Client Onboarding Client Lifecycle Management 1.0 Ongoing Daily Activities 2.0 Client Access to Their PRC, Analytics and Reporting 3.0 Ongoing Account Reviews 1.0 Client Offboarding 2.0 Client Offboarding 3.0 Client Offboarding Client BC
  • 14. Billing Company Employee Lifecycle Management 3.0 CHARGE CAPTURE/ Coding/Charge Entry 5.0 FINANCIAL SERVICES 6.0 INSURANCE AR MANAGEMENT 7.0 PATIENT AR MANAGEMENT 8.0 CREDIT BALANCE 2.0 DAY OF VISIT Consulting ?? 1.0 PRE-ARRIVAL Consulting ?? 4.0 CLAIM PRODUCTION PATIENT ENGAGEMENT FOLLOW-UPBILLING Billing Company (BC) (Draft) Revenue Cycle Management Employee Lifecycle Management Client BC 3.0 Onboarding Employee Handbook Training Team Assignment 2.0 Testing 1.0 Interviews Employee Lifecycle Management 1.0 Ongoing Daily Activities 2.0 Client/Team Management 3.0 Client/Team Management 1.0 Employee Offboarding 2.0 Credential Revocation 3.0 Outgoing Discussion Client BC
  • 16. RCM Systemic Visualization at the Executive Level • Visual Systemic Transparency o Ability to “look through” KPIs to the processes, activities, and their related resources, ownership, and measures o Ensure process designs and execution are aligned with corporate strategy o Improved standardization and productivity • Visual Systemic Integrity o Validate end-to-end data consistency o See and analyze process handoffs for performance deficiencies, bottlenecks, and disconnects o Get teams on the same page quickly o End-to-end shared responsibility mapping illustrates who has responsibility for what, when, and to whom • Improve Organizational Retention of Best Practices Despite Turnover • Immediately Accessible, Viewable, and Presentable from Any Device
  • 17. Operations Level Proactive Management • Procedural Content is Visually and Operationally Consumable o Users can quickly see, understand, and execute the task at hand • Control Charts Available to Enable Proactive Adjustment of Workflows to Reduce Variation and Increase Predictable High-Quality Outcomes • Improved Comprehension and Accessibility Reduces Learning Curves and Procedural Errors • Decisions and Actions are More Easily Defendable o Policies, standards, best practices, and work instructions incorporated, linked, and available where it makes sense in workflow execution • Accountability is Transparent o Shared responsibility mapping illustrates who has responsibility for what, when, and to whom • Immediately Accessible, Viewable, and Presentable from Any Device
  • 18. Information and Contact Henry Draughon Process Delivery Systems (972) 980-9041 hdraughon@processdeliverysystems.com