ochin billing workshop – part i learning forum 2012
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1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Charge RouterFunctionality Review and OCHIN Recommendations
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
What is the Charge Router?
• Charge Router is a module sitting between EpicCare and Billing.
• A powerful tool that can review, modify and distribute charges from multiple sources.
• Charges from source applications such as EpicCare Ambulatory, Interface, etc.
• Charges can be sent to Professional Billing, Hospital Billing or a 3rd party billing system
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
What can the Charge Router do?
• Charge Router Review WQs – Catch chart errors more upstream than Charge Review and
Claim Edit Review WQ– Hold charges until the whole encounter is completed and
ready for billing
• Charge Handler Tasks– Data manipulation on the charges before they drop into
billing (i.e. add/delete charges, add/delete modifiers, change procedure codes, add pricing contract, etc.)
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
OCHIN RecommendationsWe have set up the following charge handler tasks for some OCHIN members, which might be beneficial for others as well:
• MAR Visit Hold Setup• Lab Visit Hold Setup• Addendum Biller Review WQ• Deletion of External Interface Lab Charges• Immunization Administration Charge Coding• Venipuncture Coding• Modifiers Addition/Deletion
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
• Work with your OCHIN Revenue Cycle analyst to request more information or to implement any recommended set up for your organization
• Questions?
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Billing WQ Routing & Automatic Activities
Functionality Review and OCHIN Recommendations
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
How are credits created & resolved?
Created when a filed payment is:• A recoupment,• Left undistributed, or• Larger than the charge it’s matched to
Completed and removed from the Credit WQs when the balance is zero.
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
How are follow-up records created & resolved?
• Follow-up = charge + coverage
• Created when claim run is accepted.
• Completed & removed when insurance balance = $0
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Organizing credit and follow-up records: Routing Setup
• Time-based – Deferral tabs in credit and follow-up WQs– Credit deferral WQs
• Rule-based– Self-pay vs. insurance credits– Payment types (co-pay, pre-payments) – Payor types– Many other options
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Resolving credit & follow-up records: Automatic Activities
• Available per WQ or for entire SA• Can automatically perform:– Transfer to another WQ– Create an account note– Create an account letter– Send to System Deferred tab of a WQ– Perform auto-write offs, payment matching, and
transfers
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Automatic Activities: Credit
• Auto Debit Off Small Balance• Auto Transfer Self-Pay Balance to Insurance• Auto to Oldest Outstanding Charge• Over-posted Payments Auto-debit
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Automatic Activities: Follow-up
Define rules that automatically perform actions based on time elapsed:• Defer• Write-off• Resubmit claims• Perform an Next Responsible Party (NRP)• Change account status
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Next steps
• Review your current credit and follow-up WQ workflows and needs
• Log a JIRA and meet with your Revenue Cycle Member Services analyst to discuss build requirements
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Remittance Code MappingFunctionality Review and OCHIN Recommendations
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Mapping of ANSI Codes
Why is this important?• Electronic files will not load correctly if an EOB/Remit
code is not currently in the system and/or mapped.
How does a user know if this is the case?• Typically the Remittance is in a “Created” status.
Please enter a JIRA and an analyst will be able to determine if this is the case. They may request your assistance to determine what ANSI code it should be mapped to, if non-HIPAA standard code.
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Mapping in EpicActions Taken:1-Not Allowed Adjustment2-Transfer to Self-Pay3-Next Responsible Party6-Write Off Insurance9-Denied14-Research
Consider: Review your Claims Research Follow-Up WQ. If there is a pattern of EOB codes that fall into that queue that do not need manual intervention, consider changing the mapping.
When in doubt….send to Research for Biller review.
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Override Action/Assign Adjustment Code
• The Action and Adjustment codes can be different depending on the Payor.
• For example: The first screenshot can handle most if not all of your Commercial Payors, but maybe for your Family Planning Coverages/Payors you want a specific adjustment code stating “Family Planning Adj”.
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
NAA Vs. Write-Off• Difference between the action of 1-NAA and
6-Write Off Insurance• Benefits of using 1 instead of 6 (streamline of
manual payment posting)
1881 SW Naito Parkway • Portland OR 97201-5195 • Phone 503.943.2542 • Fax 503.943.2501 • Email: info@ochin.org • www.ochin.org
Other Recommendations
• Remit files incoming with payor status of 4-Denial are mapped with action of 9-Denied
• If CO45 is sent by payor with full charge amount, override action of write-off/NAA and send to Research for biller review
• Identify patterns by code, by payor– Can map different actions at remittance code level
by SA and payor lists
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