which rescuenet reports should i routinely run donna magnuson a/r consultant

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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