Post on 30-Dec-2015
description
Which RescueNet Reports should I routinely Run
Donna MagnusonA/R Consultant
This presentation……
The reports discussed are included in the RN Professional Reporting Package
If you have the package you have these reports, the webinar doesn’t include custom reports
If you have several companies, some of these reports aren’t as helpful
We will discuss some reporting for downloading and manipulating in Excel aren’t included in presentation
The webinar written assuming you know how to run and download reports
AR Consulting services either remotely or on-site are available if you want to learn more, contact Donna Magnuson at dmagnuson@zoll.com
Agenda
Pre-billing Reporting
Productivity Reporting
Post-billing Reporting
Misc
Let’s get started
Pre-billing Reporting
Pre-billing Reporting
Daily and Monthly Trip Volumes – what does it tell us?
Know you number of transports per day Helps you to staff appropriately Payor mixForecasts revenueReveals front-end efforts
Pre-billing Reporting
Reports to use for daily/monthly trip volumes
Reporting>General>Trip Related>Counts>Trip Count by
Date/Call Type
Reporting>Billing>Trends>Trip Count by Primary Payor
Type or Trip Count by Primary Payor Category
Pre-billing Reporting
Trip Count by Date/Call Type - Daily
Trip date = Enter range, shows each dayStatus = Billed, Closed, Complete, VerifiedDon’t need to separate call types, the report lists them separately
Trip Count by Date/Call Type
The report will include all Companies unless you
assign restrictions. There is a bug on the report, if
you include all, the report only shows the first
company.
The report will include all Companies unless you
assign restrictions. There is a bug on the report, if
you include all, the report only shows the first
company.
Pre-billing Reporting
Trip Count by Primary Payor Type or Trip Count by Primary Payor Category - Monthly
If you assigned Payor Categories, then run the Payor Category report a more specific groupingTrip date = Enter range Status = Billed, Closed, Complete, VerifiedRun by Call Type, if services are mixed, i.e. wheelchair and stretcher
Trip Count by Payor Category/TypeWill list each Company’s totals separate with all
Companies combined on the
last page
Will list each Company’s totals separate with all
Companies combined on the
last page
The blank are trips that don’t have a Payor
assigned to them, most likely
Complete trips
The blank are trips that don’t have a Payor
assigned to them, most likely
Complete trips
Trip Count by Payor Category/Type
Trip Count by Payor Category/TypeYou can add
information in Excel to help
evaluate the data
You can add information in Excel to help
evaluate the data
Pre-billing Reporting
Trips to Bill (Trips at a Complete status) – What
does it tell us?
Reconciliation Accounts for all trips; trips not billed, trips previously
billed, trips with issues
Trips with Issues and Missing InformationIf you currently don’t use a schedule to hold these I
recommend doing soMakes it clear from a workflow and reporting
perspective why a trip hasn’t been billed
Pre-billing Reporting
Reporting>Billing>Trends>Trip Count/Amount by Schedule/Event - Daily
Trip date = Don’t enter a trip date, you want all trips except for extenuating circumstancesStatus = Complete
Trip Count/Amount by Schedule/Event
Pre-billing Reporting
Here is a good example of a Missing Info schedule
Pre-billing Reporting
Anything that ends up at Account Review, Supervisor
Review, etc. are accounts that have previously been billed
and were inadvertently reset to complete
Pre-billing Reporting
Combine data from these reports to determine
Billing Lag Days (BLD)
Average number of days it takes to bill a trip Forces reconciliation and management of
billing issues Takes into consideration ALL trips at a
Complete status
Pre-billing Reporting
How to calculate Total number of trips at a complete status divided by
the average number of transports per day
Use both of these reports Reporting>General>Trip related>Counts>Trip
Count by Date/Call Type Reporting>Billing>Trends>Trip Count/Amount by
Schedule/Event
Pre-billing Reporting
Run the Trip Count by Date/Call Type for the previous full month and determine daily averageI normally divide by a work week since billers don’t routinely work weekendsTake the total from trips at a complete status, if you have a Refund schedule, exclude the Refunds
Trips at a Complete Status =1100, Avg trips/day =119
Billing Lag Day – 1100/119 = 9.24
Pre-billing Reporting
Reporting>Billing>Trends>Forms Activity by Day – Daily/Weekly
Sending electronic and paper claim/invoices regularly promotes consistent cash flow
Form Processed Date = Select Date Include “Print Single” Forms? = Do not include Print
Single Form Activity Can filter by Schedule, Payor, or Payor Category
Forms Activity by Day
Productivity Reporting
Productivity Reporting
Provides objective data to evaluate staff
Keeps the entire billing process consistent
When used in conjunction with Transports/Day, you can determine staffingCompare the number of transports per day against
the number of trips pre-billed and billed per day
Productivity Reporting
Reports to monitor productivity
Reporting>Billing>Trends>Trips Verified by Biller by Day
Reporting>Billing>Trends>Payment Credit by User Post Date
Reporting>Billing>Collections> Notes Activity Report (Detail)
Productivity Reporting
Trips Verified by Biller by Day – Daily/Weekly
Verified Date = Select Date RangeDownloads nicely to ExcelDisplays the number of distinct trips verified per day by user, if verified multiple times in one day, trip will only be counted onceDoes show follow-up activity if the user changes primary payor and re-verifies a trip
Trips Verified by Biller by Day
Productivity Reporting
Payment Credit by User Post Date - Daily/Weekly
Post Date = Select Date Range Credits = Payment Credits Downloads nicely to Excel Displays the count and amount of payments
entered per user per day
Payment Credits by User Post Date
Productivity Reporting
Notes Activity Report (Detail) - Daily/Weekly
Note Date = Select Date Range User = Can select specific users Note Type = Set up note types so you can
track separate functions; Pre-bill, Follow-up, Customer Service
The details are included so you can audit the notes entered by the users
Record the daily productivity in Excel
Notes Activity Report (Detail)
Post Billing Reporting
Post-Billing ReportingReports to manage Post-Billing (Follow-up)
Reporting>Billing>Trends>Aging by Schedule and Event Sorted Desc
Reporting>Billing>Trends>Trip Count/Amount by Schedule/Event
Reporting>Billing>Aging> Aging Summary by Current Payor (Trip Date)
Reporting>Billing>Trends>Trend – Denial Reason by Deposit Date Month
Reporting>Billing>Accounts Receivable> A/R Analysis:Payment Credits
Reporting>Billing>Accounts Receivable>
Activity Summary
Post-Billing Reporting
Aging by Schedule and Event Sorted Desc - Monthly
Example1 – Calculate AR>90 Days
Schedule=exclude any Refund schedule Don’t select a date range Sorts by schedule with the highest balance
descending
Post-Billing Reporting
Aging by Schedule and Event Sorted Desc
Continued
Go to the totals page, add all the buckets after
90 days and divide into the total.
Post-Billing Reporting
62,825.93 + 43,379.41 + 32,094.05 + 366,272.34 = 504,571.73
504,571.73 / 1,048,675.16 = .48 or 48%
Benchmark AR>90 = 18-25%
Aging by Schedule and Event Sorted Desc
Post-Billing Reporting
Aging by Schedule and Event Sorted Desc - MonthlyExample2 – Follow-up isolated
Status=Billed Schedule=exclude any Refund schedule Events=excludes No Bill Sent, all of events
that start with “Sent” Don’t select a date range Sorts by schedule with the highest balance
descending
Aging by Schedule and Event Sorted Desc
Post-Billing Reporting
Trip Count/Amount by Schedule/Event - Monthly
Status=Billed Schedule=exclude any Refund schedule Events=excludes No Bill Sent, all of events
that start with “Sent” Don’t select a date range Displays the number of trips that need follow-
up effort
Trip Count/Amount by Schedule/Event
You may have to tweak some
based on your Schedule
structure. Shows only trip on the
events that require follow-up
You may have to tweak some
based on your Schedule
structure. Shows only trip on the
events that require follow-up
Post-Billing Reporting
Aging Summary by Current Payor (Trip Date) - Monthly
Status=Billed Schedule=exclude any Refund schedule Don’t select a date range This report will group the data by Company Download into Excel and sort descending by
balance
Aging Summary by Current Payor (Trip Date)
Post-Billing Reporting
Something about Aging Reports – when you attempt to balance them to the Aging in Closer
You can only balance reports that has the “As Of” box appear
Only the Grand Total will balance The individual aging buckets will not balance to
the Closer Aging
Post-Billing Reporting
Trend – Denial Reason by Deposit Date Month - Monthly
Deposit Date = Enter date range, reports by mo
This report will group the data by Company Displays the top 6 denials Determine the most common and make
improvements on front-end if applicable
Trend – Denial Reason by Deposit Date Month
Post-Billing Reporting
A/R Analysis:Payment Credits - Monthly
This report will separate the data by Company When prompted enter the data in the following
format; 201108 The reports goes back 12 months from the
date entered Shows the timeliness that you receive
payments for a particular month Compares against Gross Charges
A/R Analysis:Payment Credits
Post-Billing Reporting
Activity Summary- Monthly
Can be run a couple of different ways….. Select the previous positive period to see the
previous months charge and credit activity Includes charges with a trip date coinciding with the
period assigned Includes credits with a deposit date coinciding with the
period assigned
Select only a trip date to see the total charges for that period and all of the coinciding credits specific to the trip month
Post-Billing Reporting
Lastly………….
Look at your closer reports, particularly
Closing Balance Summary Credit Summary, last page Payor Summary
Misc Reporting
Misc Reporting
Reporting>Billing>Charges>Daily Billings
Select a Date Range Can restrict by Payor System ID = Payor Type Shows MTD and YTD running totals
Daily Billings
Misc Reporting
Reporting>Billing>Miscellaneous>Submission Batch Report (Current Balance)
Select a Batch Can select a previous months Medicare Batch
and the report will sow the current balance It is a good resource to use if you think that am
entire batch didn’t get paid or to confirm that most of the trips from a batch did get paid
Submission Batch Report (Current Balance)
It shows all credits, but if all the balances are lower $30-$80 you know you received payment.
You can also run for one batch and download into Excel if you want to tie down a payor in a clearinghouse batch
Misc Reporting
Reporting>Administration>Denial Reasons
Run the report Download into Excel Can sort by description or code
Denial Reasons
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