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Small WG Participants:


Web meeting Info:

Join using https://join.freeconferencecall.com/fm4      Phone:  1+(515)606-5440  Access Code: 589967


2019 11 19:


Attendees:

 

  • Paul Knapp
  • Brian Bentow
  • Jakeh Bradley
  • Christol Green
  • Jason Hansen
  • Jin Yang
  • Cooper
  • Susan Langford
  • Sam Sanchez
  • Sung Kim
  • Laurie Burckhardt
  • Mike Cabral
  • Tiffany Ringot


Agenda: 

Presentation on Epic Patient Billing

Meeting Minutes:

Currently in the discovery phase for the project. Input and ideas are being put together now.

Jason Hansen presented a high level overview of Epic Patient Billing

Guarantor (slide)

  • Guarantor account represents party responsible for payment of care
    • May include multiple patients
  • Balances for care/visit accumulated at guarantor level
  • Statements generated across visits/services
  • Payments can be made across visits/services
    • Don't have to pay toward a statement

Statements (slide)

Snapshot of guarantor account

  • Hospital visits
  • Professional visits
  • Professional fees
  • Insurance payments and EOB information
  • Patient Payments

Payment Plans and scheduled Payments

  • Included on statement
  • Amount due for payment plan
  • Automatic scheduled payments

Print vendor

  • Batch print generates delimited file for vendor
  • Statements imported back to Epic

Patient Payments (slide)

  • Patient Portal
    • Balance payments
    • Payment Plans
    • Copay/prepay
  • Back office
    • Electronic Remittance
    • Batch Payment Post
    • Over the phone payments
  • Time of service (kiosk or front desk)
    • Balance Payments
    • Copay/prepay
  • Web Services
    • Balance payments

To Do:

Currently in the discovery phase for the project. Input and ideas are being put together now.

Next Meeting:  

11/26/2019



2019 11 12:

Attendees:  

  • Paul Knapp
  • Brian Bentow
  • Jakeh Bradley
  • Susan Langford
  • Sam Sanchez
  • Celine Anselmina Lefebvrec
  • Rachel Foerster
  • Laurie Burckhardt
  • Mike Cabral
  • Terrance Cunningham
  • Rick Duffy
  • Siddhesh
  • Tiffany Ringot

Agenda: 

Continuation of offline discussions regarding flows for Patient Statements and Patient Payments

Meeting Minutes:

We will continue discussing the flows for Patient Statements and Patient Payments. Would like to gather from everyone what their flows are and start to build resources that will support those exchanges.

Brian and Paul are looking at current exchange systems in place for Epic and Cerner.

Brian wants to make sure he has a solid understanding of requirements before we move forward. Will start to put models together soon.

Brian presented the Cerner Ideal workflow document: (link to document will be added soon).

He worked on this with Alex Beckner and Paul Knapp.

He looked at what is currently on the Cerner website regarding Accounts and workflow for Online Bill Pay (fhir.cerner.com).

  • InstaMed tested the current workflow in the sandbox
  • Patient goes thru process to pay their bill
  • First version doesn't meet all of the objectives of the project
  • Brian walked thru high level modes of communication/options (Cerner ideal workflow document)
  • Looked at Quick Pay Code Delivery (printed statement)/Real-time API Assumptions
  • Statement Generation Request Delivery Options (Provider initiated)
  • Guest flow/Unregistered User - Online Bill Pay only
  • How to eliminate the initial Printer Statement

Next, Brian and Paul will look at workflow and technical feasibility. Once that is completed, Brian and Paul will put together data models.

To Do:

Brian and team will continue to look at workflow and technical feasibility for the Patient Statements and Patient Payments flows.

Next Meeting:  

11/19/2019


2019 10 29:

Attendees:  

  • Paul Knapp
  • Brian Bentow
  • Jakeh Bradley
  • Alex Beckner

  • Susan Langford
  • Raymond Bohartz
  • Sam Sanchez
  • Cooper Thompson
  • Durwin Day
  • Rachel Foerster
  • Laurie Burckhardt
  • Mike Cabral
  • Mary Lynn Bushman
  • Rick Duffy

Agenda: 

Review process for maturation of the Patient Statements and Patient Payment flows. 

Meeting Minutes:

Paul discussed the process for maturation of the Patient Statements and Patient Payment flows. 

  1. Review of the actors (provider/presentment - payment manager), flow and pathways of material between actors
  2. Detail the flows and the content (high-level) to support the exchange
  3. Draft the resources/profiles
  4. Repeat the same as above for payments
  5. Review full cycle information flows

Provider initiated vs patient initiated payment use cases.

Appointments vs Walk-ins scenarios

Brian reviewed the Patient Check-in and Billing Workflow & Data Model 20191028.docx

Request for terminology change from patient to guarantor. 

To Do:

Interested parties should review the discussed workflows and use cases to make sure they align with their business needs and identify anything that may be missing.

Next Meeting:  

 11/05/2019


2019 10 22:

Attendees:  

  • Paul Knapp
  • Brian Bentow
  • Jakeh Bradley
  • Alex Beckner

  • Tricia Chitwood
  • Ray Delano
  • Cooper Thompson
  • Rachel Forerster
  • Laurie Burckhardt
  • Mike Cabral
  • Susan Langford
  • Christol Green
  • Lenel James
  • Raymond Bohartz
  • Saddhesh Ghag
  • Sam Sanchez
  • Kleon Kita
  • Mary Lynn Bushman
  • Durwin Day
  • Mary Kay McDaniel

Agenda: 

Overview of the work

Overview of the existing FHIR resources

Meeting Minutes:

Paul provided an overview and background history of current FHIR Financial Module - https://www.hl7.org/fhir/financial-module.html

Initial goal for this group should be to Identify flows for:

  • Statement/ bill presentment
  • Collecting of Account/ payment information and providing payment details back to the provider.

Brian gave an overview of the problem and reviewed high level flows:

Problem Statement:

Lots of paper statements today. No consolidated view. Would like to get to a Centralized Patient Account Ledger

Patient Statements Workflow and Data Model flows - Patient Statements Workflow & Data Model 20191028.docx

  • Use case 1. In house printing and portal.  Practice Management/RevCycle system is managing in house.
  • Use case 2. Practice Management outsources to a Print Vendor for statements, but keeps portal for bill pay experience in house.
  • Use case 3. Outsourced Portal and Print/Mail Practice Management outsources to a Print Vendor and portal vendor for statements and bill pay.

Patient payments flow -  Patient Check-in and Billing Workflow & Data Model 20191028.docx

Payment Plan/ Recurring payments/ Installments flow

Additional considerations:

  • What about once the account has gone past the dunning intervals and has moved to collections?
  • Collection agencies may need to be notified that a payment has been made against the account or that it is in good standing.
  • The providers patient account should be the system of record.
  • Some systems may flag certain individuals as don't move through the dunning process. (Dr's. Wife example)
  • Statement generation would be a push

  • Account balance would be a pull

To Do: Need project overview/scope added to our Accounts, Invoices, Payments, and Statements page.

Next Meeting:  

10/29/2019 




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