August 1, 2017
Jessica Janota – OCHIN Revenue Cycle
Technical Lead
Melinda Boyum – Epic Customer Finance
 Work
with you to monitor key A/R metrics
using a standard graph package reporting
tool
 Analyze
 Allows
data and identify trends
you the ability to benchmark against
other OCHIN customers
 Program
started in 2003
 Supplement
to Epic application & Clarity
reports
 Standard
process used for all new Epic
customers
 Communication
between Billing
Operations and OCHIN
 Identify
 Monitor
areas that need attention
progress toward target A/R
metrics
 Tool
that facilitates in the process
 Suggested
target metric sources
• Pre-defined A/R goals per organization
• Legacy data (pre-OCHIN Epic)
• MGMA standards
• OCHIN membership avgs.
 Key
metrics for comparison
• Days in AR
• % Denials
• % of AR over 90 days
Establish Target Metrics
Regular Review of Graph Package
Identify Issues & Opportunities
Epic Health Center
Resolute Professional Billing Graph Package
Reporting Period: 10/08/11
Accounts Receivable
Unit
AR
Pre-AR
(Charge Review)
Aging over 120 Days
Last Week
% Change
Baseline
% Variance
Days
26.7
27.1
-1.24%
32.0
-16.5%
Dollars (M)
$19.7
$20.1
-1.83%
$22.2
-11.0%
0.3
24.0%
0.0
-
$211.3
23.2%
$0.0
-
20
Dollars (M)
$2.0
$2.1
-2.1%
$0.0
-
15
Percent
10.36%
11%
-2.1%
0%
-
10
Epic AR Days
Legacy AR Days
Total AR Days
Top Ten
0
Charges, Payments & Adjustments
Compare To:
Unit
This Week
Last Week
% Change
Baseline
% Variance
7
6
Total (M)
$4.8
$5.4
-10.2%
$4.8
-0.3%
Epic Only (M)
$4.8
$5.4
-10.2%
$4.8
-0.3%
Total (K)
$737.9
$742.3
-0.6%
$692.4
6.6%
Epic Only (K)
$737.9
$742.3
-0.6%
$692.4
6.6%
Payments
Dollars (M)
$2.8
$2.6
7.6%
$2.4
20.3%
Adjustments
Dollars (M)
$2.3
$2.5
-5.2%
$2.3
3.8%
2
Undistributed
Dollars (K)
$747.1
$623.1
19.9%
$0.0
-
1
Charges
ADR
5
4
3
Chg
Pmt & Adj
0
Financial
Payments / Adj
Undistributed
Claims
Top Ten
Claim Edits
Compare To:
Unit
This Week
Last Week
% Change
Baseline
% Variance
Transactions Sent
Count
31529.0
38316.0
-17.7%
0.0
-
(Primary Only)
Dollars (M)
$4.8
$5.4
-11.9%
$0.0
-
Count
1,304.0
949.0
37.4%
0.0
-
Claim Edits
Claims Acceptance
4,000
3,500
0.6
Dollars
Counts
0.5
3,000
0.4
2,500
Dollars (M)
$0.3
$0.2
59.1%
$0.0
-
2,000
Percent
99.7%
99.6%
0.1%
0.0%
-
1,500
0.3
0.2
1,000
Claims
Top Ten
Trends all areas of the
revenue cycle
25
0.4
$260.4
Charges, Payments & Adjustments

30
Days
Aging
Compares against
baselines and/or
targets
35
Dollars (K)
AR Breakdown

40
5
Total AR
A tool used to monitor
the high-level
financial/AR metrics
AR Days
Compare To:
This Week

0.1
500
0
0.0
©2012 Epic Systems Corporation. All rights reserved

Executive Involvement

Establish Ownership & Accountability

Focus on best practices

Strong Site Specialist & Billing Manager training

Establish accurate baselines or targets

Measure, Monitor & Act

Define an escalation path & communication channel for issues
• Internal
• OCHIN
 Readily
available with minimal setup and
weekly upkeep
 Comprehensive A/R reporting tool to assist
in identifying key areas for improvement –
workflow and/or configuration
 Use during recurring Revenue Cycle
meetings with OCHIN account owner
 Provides an apples-to-apples comparison of
your organization to others on OCHIN Epic

Contact your OCHIN representative for further details and
implementation:
• Installing Members – Project Manager
• Maintenance Members – Billing/Claims Account Owner

Begin weekly process to build Rev Man each week

Identify owner at your site

Establish targets

Develop process for regular review and determine distribution
lists for process follow-up