April 22, 2023

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 data and identify trends

Allows 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 areas that need attention Monitor 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

A tool used to monitor the high-level financial/AR metrics

Compares against baselines and/or targets

Trends all areas of the revenue cycle

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Epic AR Days

Legacy AR Days

Total AR DaysTotal AR AR Breakdown

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Chg

Pmt & Adj

Financial Top Ten

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4,000DollarsCounts

Payments / Adj Undistributed

Aging

Claims Top Ten

Top Ten

Unit This Week 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%

Days 0.4 0.3 24.0% 0.0 -Dollars (K) $260.4 $211.3 23.2% $0.0 -

Dollars (M) $2.0 $2.1 -2.1% $0.0 -Percent 10.36% 11% -2.1% 0% -

AR

Aging over 120 Days

Pre-AR (Charge Review)

Unit This Week Last Week % Change Baseline % Variance

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%

Undistributed Dollars (K) $747.1 $623.1 19.9% $0.0 -

Charges

ADR

Unit This Week Last Week % Change Baseline % Variance

Count 31529.0 38316.0 -17.7% 0.0 -Dollars (M) $4.8 $5.4 -11.9% $0.0 -

Count 1,304.0 949.0 37.4% 0.0 -Dollars (M) $0.3 $0.2 59.1% $0.0 -

Claims Acceptance Percent 99.7% 99.6% 0.1% 0.0% -

Transactions Sent (Primary Only)

Claim Edits

Epic Health Center

Resolute Professional Billing Graph PackageReporting Period: 10/08/11

©2012 Epic Systems Corporation. All rights reserved

AR Days

Charges, Payments & Adjustments

Claim Edits

Compare To:

Compare To:

Accounts Receivable

Charges, Payments & Adjustments

Compare To:Claims

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