Topic Keep your Finger on the Pulse: Monitoring the Activity in your NextGen PM System Level Practice Management 300

Transcription

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2 Presenter(s): Stacy Stenger PM Corporate Trainer Topic Keep your Finger on the Pulse: Monitoring the Activity in your NextGen PM System Level Practice Management 300

3 Safe Harbor Provisions/Legal Disclaimer This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements concerning future prospects, events, developments, the Company s future performance, management s expectations, intentions, estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole discretion. Future products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or superior technologies; the timing, cost and success or failure of new product and service introductions, development and product upgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components; competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general economic conditions; and the risk factors detailed from time to time in the Company s periodic reports and registration statements filed with the Securities and Exchange Commission.

4 Objectives Learn how to monitor all the critical functions in your organization to ensure you complete them in a timely manner. This session is designed to teach practice managers and administrators how to review the major activities in the NextGen Practice Management system, including: Appointments Check-in and check-out Charge capture Billing & claims processes Monitoring A/R

5 Appointments

6 Appointments Appointment utilization & productivity Tracking and managing No-shows Reports & tools: Monthly tab of the PM Appt Book Multi Resource report Statistical Analysis of Appointments Appointment Listing Report

7 Appt Book > Monthly Tab

8 Multi Resource Report Reports > Scheduling > Multi Resource

9 Tracking No-Shows & Cancellations Reports > Scheduling > Statistical Analysis of Appointments Columns for: Nbr Sched, Nbr Kept, Nbr Canc, Nbr NS, Nbr Exp Per columns calculate No Show %, Canc %, etc. Each report row represents an appt date ( roll-up report, summarizes appt data)

10 Tracking No-Shows & Cancellations Considerations: The No Show Status does not revert until the nightly Scheduling Update process Nbr Pnd, Per Pnd columns refer to Pending Appointment Status

11 Managing No-Shows How far in advance are appointments being made at your practice?

12 Appointment Creation Lag Time Reports > Scheduling > Appointments Listing Includes columns for Appt Date and Orig Create Date

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14 Appointment Creation Lag Time Export to MS Excel, using DATEDIF formula to calculate the number of days between the Original Create Date of the appointment and the Appt Date:

15 Appointment Creation Lag Time Use the AVG formula to obtain the average number of days for each grouped Event:

16 Appointment Creation Lag Time

17 Check-in & Checkout

18 Check-in & Checkout Check-in & Checkout Autoflow sequences Copay collection Check-in / Checkout etime

19 Check-in & Checkout Autoflow Sequences Include screens for: Patient Balance Transaction Entry RTS Eligibility

20 RTS Eligibility submission can be performed at Check-in Most beneficial if batch eligibility is not being done prior Also ideal for those practices with high rate of sameday/walk-in appointments (Urgent Care)

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23 Copays Not Collected at Check-in Reports > Daily > Encounters Columns for Enc Copay Amount & Pt Pay Amount on DOS Filter report to determine patients who did not pay their copay at the time of their appointment (Pay Amt on DOS = $0.00) Group by Created By column to determine which users are not collecting copays at time of service

24 Copays Not Collected at Check-in

25 Check-in & Checkout etime Reports > Daily > Encounters (Also available on Appointments Listing report) Columns for Check-in Date, Checkout Date, etime etime = elapsed time, in hours, between Check-in & Checkout

26 Check-in & Checkout etime

27 Charge Capture

28 Charge Capture How to detect potential lost revenue Charge Entry lag time Reports & tools: Appts Kept with No Charges Unbilled Encounters with no Charges Charge Entry lag time report

29 Possible Missing Charges Option #1: Reports > Scheduling > Kept Appointments w/ no Charges Should be run at least once weekly; ideally every day Run for All to date to catch everything!

30 Possible Missing Charges Option #2: Reports > Accounts Receivable > Unbilled Encounters Should be run at least once weekly; ideally every day Run for all to date to catch everything! Filter for no charges (Charge Count = 0)

31 Possible Missing Charges

32 Charge Entry Lag Time Reports > Daily > Charges Used to calculate the number of days between DOS and charge entry date

33 Billing & Claims Processes

34 Billing & Claims Processes Tracking Unbilled & Rebill Encounters Encounter Lookup vs. Encounters reports Claim creation lag time Claims Frequency and number of claims produced Dirty claims that did not process Payment lag time

35 Encounter Lookup

36 Unbilled & Rebill Encounters Reports > Accounts Receivable > Unbilled Encounters Report version of the Encounter Lookup window Used to track outstanding Unbilled & Rebill Encounters

37 Unbilled & Rebill Encounters

38 Claim Creation Lag time Reports > Daily > Encounters Utilize the Create Date and First Bill Date columns to determine the amount of time between Encounter creation and when it was first billed Exclude Self Pay Fin Classes

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40 Claims Tracking frequency and number of claims Dirty claims (why they occur & how to avoid them) Reports & tools: Claims Lookup & Claims Requests report Claim Acknowledgment & Claim Status import files Payment lag report

41 Claims Lookup

42 Claim Requests Report Reports > General > Claim Requests Used to track claim productivity, status, pending claims Create Date vs. Process Date Request Status: Pending vs. Archived Acknowledgement, Status Cat Code & Status Code From Claim Status file (277) Can import & take action before the EOB is received

43 Claim Requests Report

44 Processed Claims Report

45 Compare Processed Claims to Clearinghouse

46 Compare Processed Claims to Clearinghouse

47 Pending Dirty Claims Report

48 Claim Status & Claim Acknowledgment 999 file ( ) File-level acknowledgement from Payer (EDI file in the correct format, etc.)

49 Claim Status & Claim Acknowledgment 277 file Claim-level status from Payer (description of how claim is to be processed)

50 Claim Status & Claim Acknowledgment Encounter Claim Requests window

51 Claim Status & Claim Acknowledgment Reports > General > Claim Requests

52 Claim Status & Claim Acknowledgment

53 Payment Lag Report Reports > Daily > By Line Item > Payments Filter for Third Party payments only Include columns for First Bill Date (date the Encounter was first billed) and Tran Date (or Post Date or Process Date, if desired) Can be used to determine the number of days between the Encounter being billed and payment received from the Payer

54 Payment Lag Report

55 Accounts Receivable Evaluation

56 Accounts Receivable Evaluation Overall A/R review Calculating & evaluating days in A/R A/R by Event, Year, Month Aging Analysis reports Patient A/R, Payer A/R Credits: Patient & Insurance credits Unapplied credits Patient Statements

57 Accounts Receivable What is it, why do we care about it? Variety of reporting options available

58 Tools for Evaluating A/R Aging Reports Aging Analysis (2) Receivable Analysis (3) Insurance Aging Analysis (2) Insurance Detail Insurance Summary Monthly > Change in A/R Service Item Summary

59 Calculating Days in A/R Reports > Monthly > Change in Accounts Receivable Utilized to calculate total Charges & Ending A/R Divide Total Charges by 365 = average daily charge Divide Ending A/R by average daily Charge amount = days in A/R

60 Calculating Days in A/R

61 Calculating Days in A/R

62 A/R by Event Reports > Monthly > Change in Accounts Receivable Event column returns change in A/R for each appointment Event Sort/Group By Event column to tie revenue to appointment activity

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64 Service Item Summary Reports > Monthly > Service Item Summary Returns Charges and their associated Payments, Adjustments & Refunds Also includes columns for Event, Year, Month, and Mo/Yr Month, Year, Mo/Yr based on Charge Process Date

65 A/R By Year, Mo/Yr

66 A/R By Month

67 Patient A/R Evaluating and aging patient balances Insurance Aging Analysis report: Pat Amt column (i.e. Pat Amt > $0.00) COB column (i.e. COB = P)

68 Insurance Aging Analysis: Pat Amt Greater than $0.00

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70 Insurance Aging Analysis: COB Equals P

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73 Payer / Fin Class A/R Accounts Receivable > Collections > Ins Aging Analysis Evaluating and aging Payer (or Financial Class) balances COB Not equals P

74 Payer Balances > 45 Days Accounts Receivable > Collections > Ins Aging Analysis

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76 Aging by Fin Class, COB Accounts Receivable > Collections > Ins Aging Analysis COB Not Equals P Sorted / Grouped by Financial Class, then COB Displays aged payer balances by Fin Class, with an additional grouping by their COB responsibility

77 Aging by Fin Class, COB

78 Total A/R by Financial Class Accounts Receivable > Receivable Analysis > By Age Sorted/Grouped by Fin Class Include columns each aging category (0-30, 31-60, etc.) and Total column for total balance by Fin Class Use the graphing feature to graph the percent of each Fin Class A/R to the total A/R

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82 Percent of Aged Categories to Total A/R Reports > Accounts Receivable Analysis > By Age Sorted by Fin Class Include columns each aging category (0-30, 31-60, etc.) and Total column for total balance by Fin Class Export to MS Excel to calculate the percent of each aged category to the Total A/R

83 Percent of Aged Categories to Total A/R

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85 Percent of Aged Categories to Total A/R

86 Insurance Credit Balances Accounts Receivable > Collections > Ins Aging Analysis COB Not Equals P Line Item Amount < $0.00 Displays insurance line item credits

87 Insurance Credit Balances

88 Patient Credit Balances Reports > Accounts Receivable > Insurance Aging Analysis COB Equals P Pat Amt < $0.00 Include patient balances only (including line item credits)

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90 Unapplied Credits Unapplied credits do not net out balances (line item credits do; unapplieds don t) Therefore, unapplied credits need to be applied prior to sending Statements

91 Patient Balances w/ Unapplied Credits Reports > Accounts Receivable > Collections > Account Summary Pat Amt Greater than $0.00 Unapplied Amt Less than $0.00 Returns all Accounts (Guar) who both owe a balance and have an unapplied credit

92 Patient Balances w/ Unapplied Credits

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94 Statements Report Reports > General > Statements Similar to the Statement Run Report (received after each Statement batch is generated) Filter 1 Create Date = date Statements were generated Totals for # of Stmts generated, Pat Amts & Ins Amts Compare these totals to the total Patient & Insurance A/R

95 Statements Report Reports > General > Statements

96 Statement Totals to Total Patient A/R Count Acct ID or Guar Name columns to obtain a total count of Statements generated Sum Pat Amt column to obtain the total dollar value of Statements sent Compare Statement Pat Amt to Total Patient A/R (using Insurance Aging Analysis report, Pat Amt > $0.00)

97 Statement Totals to Total Patient A/R Total Statement Pat Amt = $9, Total Patient A/R = $42, $9, / $42, = 21%

98 Statement Totals to Total Patient A/R Total Statement Pat Amt = $9, Total number of Statements sent = 60 $9, / 60 = $155.20

99 Index of Featured Reports

100 Appointment Utilization Reports > Scheduling > Statistical Analysis of Appointments Columns: Filter 1: Sorting: Totals: Optional: Res Name, Appt Dt, Slots Avail, Slots Booked, Util Pct Appt Date = Next Month (or other desired date range) Deleted = Exclude Linked Appt = Only Res Name = Ascending & Group By (or other desired Grouping, such as Event) Appt Dt = Ascending (optional) Total Lines Only = Checked Count Records = Unchecked Can filter by specific Event(s), Resource(s), Location(s), etc.

101 Multi Resource Logjam Reports > Scheduling > Multi Resource Form Criteria: Resources: Locations: Appointment Date = [desired appointment date]* *report can only be generated for 1 day at a time Select the desired Resource(s), or leave blank for all Resources Select the desired Locations, or leave blank for all Locations

102 Tracking No-Shows & Cancellations Reports > Scheduling > Statistical Analysis of Appointments Columns: Filter 1: Sorting: Totals: Optional: Event, Appt Dt, Nbr Sched, Nbr Canc, Per Canc, Nbr NS, Per NS Appt Date = Current Year (or other desired date range) Deleted = Exclude Linked Appt = Only Event = Ascending & Group By (or other desired Sorting/Grouping) Total Lines Only = Checked Count Records = Unchecked Can filter by specific Resource(s), Location(s), Event(s), etc.

103 Appointment Creation Lag time Reports > Scheduling > Appointment Listing Columns: Filter 1: Sorting: Totals: Optional: Event, Orig Crt Dt, Appt Dt Appt Date = Current Year (or other desired date range) Deleted = Exclude Linked Appt = Only Event = Ascending & Group By (or other desired Sorting/Grouping) Count Records = Unchecked Can filter by specific Resource(s), Location(s), Event(s), etc. Filter 1, Appt Statuses = No Show *Export to MS Excel, using DATEDIF and AVG formulas to calculate the average number of days between the Original Create Date & the Appt Date

104 Copays not collected at time of service Reports > Daily > Encounters Columns: Filter 1: Created By, Enc Dt, Pat Name, Encounter, Co Amt (if using), Enc Copay Amt (if using), Pat Pay Amt on DOS, Payer Name Enc Date = Current Month (or other desired date range) Enc Status = Billed, Rebill, Unbilled Filter 2: Co Amt / Enc Copay Amt (whichever is being used) Not Equals $0.00 Pat Pay Amt on DOS Equals $0.00 Sorting: Created By = Ascending & Group By (if desired) Enc Dt = Ascending

105 Check-in & Checkout Elapsed Time Reports > Daily > Encounters Columns: Filter 1: Filter 2: Sorting: Optional: Encounter, Enc Dt, Pat Name, Chkin Dt, Chkout Dt, ETime Enc Date = Current Month (or other desired date range) Enc Status = Bad Debt, Billed, History, Rebill, Unbilled Chkin Dt Not Equals <blank> Chkout Dt Not Equals <blank> ETime = Descending (to view elapsed time in order of longest time) Can filter Etime column (Filter 2) for certain time frames in minutes (i.e. Greater than 60, Between 60 and 120, etc.)

106 Kept Appointments w/ No Charges Reports > Scheduling > Kept Appointments w/no Charges Columns: Filter 1: Sorting: Optional: Encounter, Appt Dt, Pat Name, Chkin Dt Appt Dt = All to Date Encounter = Ascending & Group By (or other desired Grouping) *<Unknown> grouping at top represents Kept appts with no linked Encounter Can filter and/or Group By specific Location(s), Resource(s), etc.

107 Unbilled Encounters w/ No Charges Reports > Accounts Receivable > Unbilled Encounters Columns: Filter 1: Enc Dt, Encounter, Pat Name, Enc Age, Payer Name Enc Date = All to Date Enc Status = Unbilled Filter 2: Chg Count Equals 0 Sorting: Optional: Enc Dt = Ascending Can filter and/or Group By specific Location(s), Resource(s), etc.

108 Charge Entry Lag time Reports > Daily > Charges Columns: Filter 1: E/I, Name, Chg Amt, Dt of Svc, Crt Dt Create Date = Last 90 Days (or other desired date range) Charge Type = Encounter Void Charges = Exclude Filter 2: Chg Amt Greater than $0.00 Sorting: Optional: E/I = Ascending Seq# = Ascending Can filter and/or Group By specific Location(s), Rendering, Primary Payers, etc.

109 Unbilled & Rebill Encounters Reports > Accounts Receivable > Unbilled Encounters Columns: Filter 1: Sorting: Optional: Status, Encounter, Enc Dt, Hold Dt (if using), Enc Age, Rendering, Loc Name, Chg Amt, Chg Count, Bal Amt Enc Date = All to Date Enc Status = Rebill, Unbilled Status = Ascending & Group By Enc Dt = Ascending Can filter and/or Group By specific Location(s), Rendering, Primary Payers, etc.

110 Claim Creation Lag time Reports > Daily > Encounters Columns: Filter 1: Sorting: Totals: Fin Classes: Optional: Encounter, Chg Amt, Crt Dt, First Bill Date, Payer Name Enc Date = Last Month (or other desired date range) Enc Status = Billed, Rebill Encounter = Ascending Count Records = Unchecked Exclude all Self Pay Fin Classes *Export to MS Excel, using DATEDIF and AVG formulas to calculate the average number of days between the Enc Create Date & the First Bill Date

111 Processed Claims Reports > General > Claim Requests Columns: Filter 1: Sorting: Totals: Optional: Payer Name, Encounter, Pat Name, Billed Amt, Created By, Proc Date Processed Date = Last 90 Days (or other desired date range) Request Status = Archived Payer Seq = Primary, Secondary, Tertiary Media Type = Paper, Electronic Payer Name = Ascending & Group By Encounter = Count Can filter by specific Payers, Rendering Phys, etc. Can filter and/or Group By Created By for user productivity

112 Pending Dirty Claims Reports > General > Claim Requests Columns: Filter 1: Sorting: Totals: Optional: Payer Name, Encounter, Pat Name, Billed Amt, Created By Create Date = Last 90 Days (or other desired date range) Request Status = Pending Payer Seq = Primary, Secondary, Tertiary Media Type = Electronic Payer Name = Ascending & Group By Encounter = Count Can filter by specific Payers, etc. Can filter and/or Group By Created By to determine who created the dirty claim

113 Payment Lag time Reports > Daily > By Line Item Payments Columns: Filter 1: Filter 2: Sorting: Totals: Optional: Payer Name, E/I/A/B, Billed Amt, Alwd Amt, Pay Amt, First Bill Dt, Tran Dt (or Post Date or Proc Dt) Tran Date = Last Month (or other desired date and/or range) Transaction Type = Encounter Unapplied Tran = Exclude Source Equals Third Party (to include only Payer payments) Payer = Ascending & Group By Count Records = Unchecked *Export to MS Excel, using DATEDIF and AVG formulas to calculate the average number of days between the First Bill Date & the Tran Date (or Post Date or Process Date, if using)

114 Calculating # of Days in A/R Reports > Monthly > Change in Accounts Receivable Columns: Filter 1: Sorting: Totals: Optional: Chg Amt, Ending A/R Process Date = Fiscal Last Year (or other desired date range) Remove all Sorting & Grouping options Total Lines Only = Checked Count Records = Unchecked *Divide total Charge Amount by 365 = average daily charges *Divide Ending A/R amount by average daily charges = days in A/R

115 A/R by Event Reports > Monthly > Change in Accounts Receivable Columns: Chg Amt, Beg A/R, Chg Amt, Adj Amt, Pay Amt, Ref Amt, Ending A/R Filter 1: Process Date = Last Month (or other desired date range) Sorting: Event = Ascending & Group By Totals: Count Records = Unchecked

116 A/R by Year, Month/Year Reports > Monthly > Service Item Summary Columns: Filter 1: Sorting: Totals: Year, Mo/Yr, Chg Amt, Count, Adj Amt, Chg-Adj Amt, Pay Amt, Ref Amt, Bal Amt Chg Process Date = Last Month (or other desired date range) Year = Ascending & Group By Mo/Yr = Ascending Count Records = Unchecked

117 A/R by Month Reports > Monthly > Service Item Summary Columns: Filter 1: Sorting: Totals: Month, Chg Amt, Count, Adj Amt, Chg-Adj Amt, Pay Amt, Ref Amt, Bal Amt Chg Process Date = Last Month (or other desired date range) Month = Ascending & Group By Total Lines Only = Checked

118 Patient A/R (Pat Amt > $0.00) Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Filter 1: Pat Name, E/I/A/B, Dt of Svc, Sv It, Chg Amt, Pat Resp Dt, Pat Amt, COB, Ins1 Amt, Ins2 Amt, Ins3 Amt Process Date = Today Aging Dates = Date of Patient Resp (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude Filter 2: Pat Amt Greater than $0.00 Sorting: Totals: Pat Name = Ascending & Group By Count records = Unchecked

119 Patient A/R (COB = P) Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Filter 1: Pat Name, E/I/A/B, Dt of Svc, Sv It, Chg Amt, Pat Resp Dt, Pat Amt Process Date = Today Aging Dates = Date of Patient Resp (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude Filter 2: Pat Amt Greater than $0.00 COB Equals P Sorting: Totals: Pat Name = Ascending & Group By Count records = Unchecked

120 Payer Balances > 45 Days Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Filter 1: Filter 2: Sorting: Totals: Payer Name, E/I/A/B, Dt of Svc, Pat Name, Policy # (optional), Chg Amt, COB, Ins1 Amt, Ins2 Amt, Ins3 Amt, Pat Amt Process Date = Today Aging Dates = Last Bill Date (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude Aging Days 45 to 9999 COB Not Equals P Payer Name = Ascending & Group By Count records = Unchecked

121 Aging by Financial Class, COB Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Fin Class, COB, Payer Name, Ins1 Amt, Ins2 Amt, Ins3 Amt, 0-30, 31-60, 61-90, , , , 181-up, Ln Itm Amt Filter 1: Filter 2: Sorting: Totals: Process Date = Today Aging Dates = Last Bill Date (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude COB Not Equals P Fin Class = Ascending & Group By COB = Ascending & Group By Total lines only = Checked

122 Total A/R by Financial Class Reports > Accounts Receivable > Receivable Analysis > By Age Columns: Filter 1: Sorting: Totals: Optional: Fin Class, 0-30, 31-60, 61-90, , , , 181-up, Total Process Date = Today Aging Dates = Last Bill Date (or other desired aging date) Unapplied Tran = Exclude Charge Status = Billed, Rebill, Unbilled Fin Class = Ascending & Group By Count Records = Unchecked *Use Graph Report feature to create graph of each Fin Class A/R

123 Percent of Aged Categories to Total A/R Reports > Accounts Receivable > Receivable Analysis > By Age Columns: Sect Name, Fin Class, 0-30, 31-60, 61-90, , , , 181-up, Total Filter 1: Sorting: Totals: Optional: Process Date = Today Aging Dates = Last Bill Date (or other desired aging date) Unapplied Tran = Exclude Charge Status = Billed, Rebill, Unbilled Sect Name = Ascending & Group By Fin Class = Ascending Count Records = Unchecked *Export to MS Excel, divide each Aging Category total by the total A/R

124 Insurance Credit Balances Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Filter 1: Filter 2: Sorting: Totals: Payer Name, Pat Name, E/I/A/B, Policy # & Group # (optional), Dt of Svc, Ins1 Amt, Ins2 Amt, Ins3 Amt, Pat Amt, Ln Itm Amt Process Date = Today Aging Dates = Date of Service (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude COB Not Equals P Ln Itm Amt Less than $0.00 Payer name = Ascending & Group By Count records = Unchecked

125 Patient Credit Balances Reports > Accounts Receivable > Collections > Insurance Aging Analysis Columns: Filter 1: Pat Name, E/I/A/B, Dt of Svc, Sv It, Pat Amt Process Date = Today Aging Dates = Date of Service (or other desired aging date) Charge Type = Encounter Unapplied Tran = Exclude Filter 2: Pat Amt Less than $0.00 COB Equals P Sorting: Totals: Payer name = Ascending & Group By Count records = Unchecked

126 Patient Balances w/ Unapplied Credits Reports > Accounts Receivable > Collections > Account Summary Columns: Guar Name, Acct ID, Pat Amt, Unappld Amt Filter 2: Pat Amt Greater than $0.00 Unappld Amt Less than $0.00 Sorting: Totals: Guar Name = Ascending Count records = Unchecked

127 Statement Productivity Reports > General > Statements Columns: Filter 1: Sorting: Totals: Optional: Acct ID, Guar Name, Pat Amt, Ins Amt, Crt Dt, Exported/Printed, Next Stmt Date, Stmt Counter Create Date = Last 90 Days (or other desired date range) Pat Amt = Descending (optional) Count records = Checked Acct Id = Count Pat Amt = Sum Ins Amt = Sum *Divide total Pat Amt by Total Patient A/R = % of Stmts to total A/R *Divide total Pat Amt by # of Stmts sent = average Stmt amount

128 For more information, please visit the Hands-On Room Thank you!! All presentations are available on the mobile app: ONE UGM Stacy Stenger

129 Session Survey Please take a moment to complete a brief survey regarding this session. 1. Open your ONE UGM Mobile App (please note: you must have already logged in and accepted the Terms of Use to access this feature) 2. Click the Navigation Button at the top left of the screen 3. Select Sessions 4. Search for and select this session ( Keeping Your Finger on the Pulse ) 5. From the sessions details screen, select Survey at the bottom right of the screen 6. Remember to hit Save at the bottom of the survey once you have answered the questions

130 Any Questions?