Employee Name:
_______________________________
Review Period ____________________________________
Review Type:
θ 90-day
θ Interim
θ Annual
Job Description/Performance Appraisal
Foundations Coordinator
General Accounting
Manatee Health Systems
Decision Support/Budget Manager
Title
Department
Facility
Reports To
Job Code
Grade
Status
Effective Date
FT
December 18,
2015
Description/Purpose of Position
Foundation Coordinator performs liaison duties associated with the ongoing support and maintenance of all Foundation
applications including: Patient Admitting & Registration, Patient Accounting, Medical Records and all charge generating
departments at all facilities in the system. Responsible for completing reports, audits, logs and resolving system errors daily.
Communicate with managers training/education needed as a result of errors. Responsible for pricing and activating all
patient charges at the facility level including the room and bed master. This position works with the CBO staff to assure all
Foundation needs are met.
Minimum Qualifications:
Business Degree preferred or applicable experience
Demonstrated ability to relate well to others in a variety of
functional areas, handle multiple responsibilities
simultaneously and to problem-solve and think both
creatively and analytically
Advanced knowledge of CPT, ICD10 & MS-DRG coding
Demonstrated proficiency with Microsoft Excel and Word
Excellent communication skills
In-depth knowledge of hospital billing and reimbursement
Strong organization skills including the ability to prioritize
needs effectively
Supervision
mark one per line
N/A
X
X
Number of direct reports
Number of indirect reports
0-5
Age Specific
mark all that apply
Infant: Birth < 1 yr
Toddler: <2 ½ yrs
Pre-School: 2 < 4 ½ yrs
School Age: 4 ½ < 13 yrs
Adolescents: 13 < 18yrs
Adults: 18 < 65 yrs
Geriatric: 65+
Not Applicable
6-10
11-20
21-50
50+
Contacts
mark all that apply
Patients
X Staff
X Providers/Physician
Guests
X Vendors
X Health Agencies
Health Advocates
Other
Blood-borne Pathogen Exposure (Mark One)
Category 1 – Job usually involves contact with patients or patient specimens. Exposure to blood, body fluids, nonintact skin or tissue specimens is possible.
Category 2 – Job may involve contact with patients or patient specimens. Exposure to blood, body fluids, non-intact
skin or tissue specimens is possible occasionally or in emergency situations.
X Category 3 – Job does not involve contact with or exposure to blood, body fluids non-intact skin or tissue specimens.
1
Foundations Coordinator
Accounting
Employee Name: ___________
Essential Functions and Working Conditions (mark all that apply)
Technical/Motor Skills
Mental Abilities
Inputting Data/Typing
Copying
Calibrating Equipment
Speaking Clearly
Answering Telephones
Eye/Hand/Foot/Coordination
Fingering/Fine Dexterity
Precise Manipulation
Handling/Gripping
Speed Movement/Velocity
Other
Heavy
X
X
Moderate
Light
X
X
X
X
X
X
X
X
Physical Requirements
Heavy
Lifting/Carrying:
Sedentary: 10 lbs. max
Light: 20 lbs. max
Medium: 60 lbs. max
Heavy: 100 lbs. max
Very Heavy: > 100 lbs.
Pushing/Pulling
Sedentary: 10 lbs. max
Light: 20 lbs. max
Medium: 60 lbs. max
Heavy: 100 lbs. max
Very Heavy: > 100 lbs
Climbing
Balancing
Stooping
Kneeling
Crouching/Squatting
Crawling
Reaching
Flexing/Positioning/Twisting
Standing
Holding
Ambulating/Mobility
Cardio-Respiratory Endurance
Restraining
Repetitive Activity
Static Holding
Walking
Sitting
Other
Moderate
Light
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Heavy = More than 60% of time at work
Moderate = 31-60% of time at work
Light = 0-30% of time at work
Calculations
Spatial/Form Perception
Interpreting Numbers/Data
Analyzing
Forecasting
Assessing/Evaluating
Explaining/Teaching
Critical Thinking
Attention to Detail/Accuracy
Memory
Problem Solving/Reasoning
Reading
Other
Heavy
X
Moderate
Light
X
X
X
X
X
X
X
X
X
X
X
Sensory Requirements
Ability to See
Ability to Hear
Ability to Feel
Ability to Taste/Smell
Verbal Communication
Distinguish Colors
Interpret Symbols
Planning
Directing Others
Other
Heavy
X
X
Moderate
Light
X
X
X
X
X
X
X
Working Conditions
Inside
Outside
Extreme Cold
Extreme Heat
Temperature Changes
Humidity
Extreme Noise
Fumes/Odors
Toxic Materials
Dust
Poor Ventilation
Exposure/Use of Sharps
Blood/Body Fluid Tissue
Dangerous Equipment
Wet
Dry
Gloves
Heights
Other
Heavy
X
Moderate
Light
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
The above is for the purpose of complying with “The Americans with Disabilities Act” and is not to be construed to include all employees
in each job classification. The Employer reserves the right to change the requirements of each job analysis as changes in business and/or
technology dictate. All weights, distances and measurements cited in this analysis are approximations.
2
Foundations Coordinator
Accounting
Employee Name: ___________
Job Description/Performance Appraisal
Overall Ratings – Outstanding, Excellent, Satisfactory, Requires Improvement, Unsatisfactory
RATING DEFINITIONS
OUTSTANDING - AN OUTSTANDING PERFORMER WHO SHOWS SPECIAL LEADERSHIP AND/OR INNOVATION
IN THE DEPARTMENT AND JOB. A ROLE MODEL, ULTIMATELY A TOP 10% PERFORMER
EXCELLENT - PERFORMANCE SIGNIFICANTLY EXCEEDS REQUIREMENTS OF THE JOB. AN EMPLOYEE WHO
IS TECHNICALLY ADVANCED AND CONSISTENTLY DEMONSTRATES STRONG SERVICE EXCELLENCE SKILLS.
SATISFACTORY - PERFORMANCE MEETS THE REQUIREMENTS OF THE JOB. IS TECHNICALLY COMPETENT
AND DEMONSTRATES ALL SERVICE EXCELLENCE SKILLS.
REQUIRES IMPROVEMENT - PERFORMANCE DOES NOT MEET THE BASIC REQUIREMENTS OF THE JOB.
DOES NOT DEMONSTRATE ALL SERVICE EXCELLENCE SKILLS. DOCUMENTATION MUST EXIST IN THE
EMPLOYEE PERSONNEL FILE IN SUPPORT OF THE ISSUE OR PROBLEM. EVALUATION WILL BE HELD AND
EMPLOYEE PLACED ON A WORK IMPROVEMENT PLAN FOR 3 MONTHS.
UNSATISFACTORY AN EMPLOYEE WHO IS HAVING SERIOUS DIFFICULTIES AT WORK BECAUSE OF WORK
PERFORMANCE, LACK OF REQUIRED COMPETENCY, BEHAVIORAL ISSUES OR ATTENDANCE. THE
EMPLOYEE MUST BE IN JEOPARDY OF LOSING HIS OR HER JOB IF THE PROBLEM IS NOT CORRECTED
QUICKLY, AND MUST BE ON A WRITTEN CORRECTIVE ACTION PLAN PRIOR TO THE PERFORMANCE REVIEW.
Employee Name: __________
Job Description/Performance Appraisal
SERVICE EXCELLENCE REQUIREMENTS
Section I
Represents Service Excellence Requirements which is 40% of job expectations and performance .
Service Excellence Requirements
Scoring (5 is highest)
Circle One
Please add
Goals/Action Suggestions
Treats others as guests. Always acts as a host and
greets others as would welcome a good friend with eye
contact and a smile. Always says “Please” and “ Thank
you”
Demonstrate professionalism and Excellence.
Represents the hospital well as a professional in attitude,
dress and work. Always wears name badge. Uses
appropriate language to the situation and the guest
5 4 3 2 1
GOAL:
5 4 3 2 1
GOAL:
Practices teamwork Works within common vision and
goals. Ends the conversation with a guest by asking “Is
there anything else I can do for you.” Holds themselves
accountable for getting the information needed to do their
job.
5 4 3 2 1
GOAL:
Add the scores of each standard and divide by 3 please add your next years goals.
Section I Rating
O (5)
E (4)
S (3)
RI (2) U (1)
(Any Service Excellence Standard with the score of ‘1’ indicates an unsatisfactory rating overall)
Section 1 Comments:
3
Foundations Coordinator
Accounting
Section II (represents System & Facility Wide Requirements only)
Proficient
Yes
No
N/A
System/Facility Wide Requirements
Knows, understands and adheres to
system/hospital/department policies and procedures.
Follows established system/hospital/department safety
policies.
Adheres to system/hospital/department policies regarding
confidentiality.
Adheres to hospital/department attendance policy.
Has _0___ # of occurrences.
Attends mandatory in-services and pertinent seminars.
Completed mandatory annual education requirements.
Effectively communicates both orally and in writing in
English.
Adheres to system/hospital/department policies regarding
cultural/spiritual diversity.
Is knowledgeable about patient safety standards and
demonstrates knowledge of department specific safety
procedures.
Follows hospital/department infection control policies.
Demonstrates knowledge of hospital-wide approach to PI
and how department is involved in program.
Section II Rating
Overall Comments:
O
E
Comments/Goals/Action Plan
.
.
Section II Comments
S
RI
U
Employee Name: ___________
Job Description/Performance Review
Section III (represents Position Specific Requirements)
Position Specific Requirements
(Including Age-Specific)
Proficient
Yes No N/A
Comments/Goals/Action Plan
Monitors daily charge entry and
reconciliation according to policy. This
includes assuring charges are posted
accurately and timely for services
rendered, daily charge reconciliation
comparisons, and review of reports for
charge variations.
Provides on-going education of SMS,
training on all pathways, regulations,
system enhancements and insurance
changes/updates.
Functions as Liaison to Registration,
Medical Records, Accounting and other
user departments to effectively identify
and resolve user concerns.
Participates in all conversion/Install
meetings, conversion balancing and
database mapping processes. Participates
in the detail Q/A of converted files.
In conjunction with UHS Corporate
Teams, coordinate the training of users in
preparation for a Foundation application
implementation. Assists UHS Corporation
in the Q/A of all new Foundation
application deliveries, including Q/A of all
4
Foundations Coordinator
Accounting
foundation Master Files in SMS.
Responsible for onsite maintenance of
Room and Bed, Charge Description Master
files and other Foundation profiles
including OPUS, RMS, PMM and
Spacetrax.
Stays current on changes in Managed Care,
Medicare, and Medicaid requirements and
Florida Statutes regarding payment in
addition to corporate communications on
changes for billing/CDM.
Performs Q/A on all Foundation
application changes as well as Support
Desk ticket resolutions.
Completes accounting “month end
closing” projects as assigned by the
manager. Researches high dollar
adjustments, skewed stats, accounts
without contractual adjustments and other
projects as assigned.
Performs miscellaneous duties as assigned
by the deadlines established.
Section III Comments
Section III Rating
O
Overall Comments:
E
S
RI
U
Employee Name: ____________
Job Description/Performance Review
Section IV (represents Unit/Department Specific Requirements)
Unit/Department Specific Requirements
(Including Age-Specific)
Proficient
Yes
No
N/A
Comments/Goals/Action Plan
X
E
Section IV Rating
Overall Comments:
5
O
E
Section IV Comments
S
RI
U
Foundations Coordinator
Accounting
Employee Name: __________
Job Description/Performance Review
Employee meets
O
E
S
Overall Rating
RI
U standard described in the rating scale?
(Not necessarily a weighted numerical average of the ratings in the categories for Service Excellence, Job Specific and General, but variances must be explained.)
Overall Comments
Personal Development Plan/Goals
Employee Comments
COMMON ANNUAL REVIEW DATECARD - PERSONNEL ACTION REQUEST
NAME
Employee ID Number
EFFECTIVE DATE
FROM
Status
Change
Salary
Change
TO
Title
Title
Current Rate:
New Rate:
Change Amount: $
Reason for Change: Merit Increase (Perf App)
( % Change:
Next Eval. Date:
)
Rating:
Comments:
Two (2) management level signatures are required before submitting to Human Resources.
Senior leader signature required on total department sheet.
Manager/Supervisor Signature
Type or Print Manager Name
Date
Director Signature
Type or print Director Name
Date
HR Director/Designee Signature
D. S. Threewits/P. Scott
Date
Employee Signature
Print Name
Date
6
Foundations Coordinator
Accounting