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Bizmatics, Inc.

4010 Moorpark Avenue, Suite 222

San Jose, CA 95117 www.prognocis.com

training@bizmaticsinc.com

Copyright 2016 – Bizmatics, Inc.

PrognoCIS Denali Upgrade Practice Management Webinar, Part 1

• Revenue Cycle Dashboard • Remittance Posting

• Modified EOB/ERA Accordion UI • Single-claim Posting

• Advance Utilization Tracking • Copay to Advance • Patient Receipt to Advance • Advance Adjust UI

• Electronic Payment • Card on File provision

• Automated Payment Plan Processing • Patient Statements

• Individual and Bulk • New Statement Types 4 & 5 • Customizable Statement Type 3 • Modified Scheduled Process Parameters

New/Enhanced Features

Revenue Cycle Dashboard

Default Dashboard Display 1. A new system-level icon added to System

Tray to access the Dashboard

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Default view; pre-loaded with the upgrade.

2. Initially loads filtered to the current date and refreshes in real-time as applicable

Filtered Dashboard Display 3. Users may define ad-hoc filters to view the defined graphs/gauges for different time

periods, doctors, locations; but it resets to the current date when that user logs out.

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Defining Dashboard Filters 1

2. Graphs may be configured to allow specific date parameters or no date range at all; hence, the Days or Period specified will not apply in those cases.

3. For multi-provider/multi-location practices, values are compiled by default for ALL; however, these may be filtered for a specific location or individual provider

1. Parameters defined under the filters icon ( ) will be applied at run time to all qualifying graphs/gauges* and display results on the Dashboard Note: Filters are specific to the user for that current session and reset upon logout.

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Dissecting the Dashboard Features

2. zooms to a larger view of the cell via a pop-up (with the dashboard in background) 3. The Options menu ( ) provides actions relevant to the data in that cell

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• Refresh – updates data since initial load or when filters are modified

• Data – displays table format • Print – hard copy output

1. A tooltip displays the cell details when your mouse is hovered over the title

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Zoom an Individual Cell 1. Clicking the upper right of a cell enlarges the graph/gauge on top of the dashboard 2. Click within the zoomed image to view the graphical data in a tabular format 3. Click the X to close the zoom and return to full Dashboard view

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Tabular View 1. The Data icon ( ) is available within the zoom view to display the graphical data in a

tabular format 2. The CSV Download icon ( ) lets you export the tabular data as a CSV file, which can

then be imported into Quick Books or Excel as needed for external use.

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Zoom an Individual Area 1. An individual area within a graph may be zoomed, and a tooltip will auto-display that

defines the data represented within that segment of the graph. a. Dashboard level b. Zoomed level

2. The data legend (in a pie chart) may be manipulated to refresh the data being viewed

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Data Legends • The data legends can be de-selected while viewing the graph, and the data will

auto-refresh immediately to show the modified results

• In this example, we have deselected the orange indicator Managed Care, and the graph has auto-refreshed to show the new results without that category

Managed care is deselected

Managed care is removed from the

pie chart

Managed care is included

Dashboard Configuration 1. The Settings icon is available at the Dashboard level & is applied system-wide

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2. The cell selector corresponds to the display position on the Dashboard Note: Click the desired position to be configured (it will show in red color). 3. The Graph/Gauge selectors display existing graphs & gauges from the Graphs Master*

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*Settings Configuration Report Design Graph

Pre-defined Graphs*

*Settings Configuration Report Design Graph

• Denali upgrade includes 20 standard KPI Graphs by default Note: KPI means Key Performance Indexes.

• Custom graphs may also be added to the Dashboard.

Gauges • Gauges are defined based upon pre-defined queries in the drop-down pick list

• In this example, the gauge shows 90% (Green Zone) based on parameters defined

• Gauges are subjective; hence each clinic can define their own threshholds.

Restore Dashboard Defaults • System-level default dashboard settings can be restored at any time by clicking

the default button

Removes modified values

Enhanced Feature: EOB/ERA User Interface

Improved efficiency navigation More speed/efficiency with posting processes Improved editing a reopened voucher

New EOB/ERA UI

Denali

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• New run time behavior expedites system load and response time, user navigation, and claim-level validations

• UI is now displayed in two distinct sections instead of three; the Header and Details • New Single-claim Post option validates each claim independently of any other

payments within the voucher; however, the voucher must still be posted overall*

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*Ready to Post still applies at the voucher level

Old EOB/ERA UI • UI displayed in three sections: (1) Header, (2) Claim, (3) Charge Detail of selected claim • At run-time, each claim and associated charge row had to be refreshed explicitly • Validations occurred on all transactions overall an only upon Ready to Post

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v3b2

1. lets you print an individual, claim-level EOB in HTML format for the selected claim. This option is for payments only (recoups are not included). This feature applies to Primary and Secondary EOBs.

3. lets you execute Charge Next or Write Off the balance after insurance once the entire voucher is in a Posted status. This same feature is currently available under the Denied and Patient Account screens under AR/Follow-up menu.

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2. lets you make changes to the insurances on a billed claim once the entire voucher is in a Posted status. This is the same feature available at claim level currently by selecting the billed insurance hyperlink to alter the insurances.

Dissecting the EOB/ERA UI Header • The EOB/ERA Header section is unchanged except for a muted color palette as regards

the green and orange Allocated/Remaining Amount hyperlinks.

New Claim-focused Icons 2 3

• Claims and charge details are now combined into a single accordion-style pane • Selected claims initially populate in a collapsed view (i.e.: charge row details hidden)

Note: Pagination property* allows maximum of 25 claims per page (defaults to 15). 1. First claim defaults in focus (displays with a pale citrus/white color background) 2. All other claims display with a gray background within the accordion pane 3. Click anywhere on the claim to expand it and show the charges for that claim

• allows you to remove a claim from the remittance as long as it is unposted • / indicates single-claim posting status of that individual claim

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Dissecting the EOB/ERA UI (cont’d)

Collapsed Details

*Admin Properties era.claims.per.page

Dissecting the EOB/ERA UI (cont’d)

Expanded Details

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1. The selected claim remains highlighted with a pale citrus/white background while the charge row details display immediately beneath it

2. Charges display in alternating shades of gray with the selected row in light blue Note: There is no change to the individual charge-detail columns.

3. The screen real-estate auto-adjusts based on number of charge lines in the selected claim relative to its position within the accordion and maximum claims per page 4. The Ready to Post check box applies to the overall voucher once all details are entered

New Feature: Single Claim Posting

Single-claim Payment Posting Process Functional Impact • Header & claim selection process remains the same • Able to post individual payments within a multi-payment voucher as well as edit or

unpost a single payment without affecting other payments within the same voucher Note: This replaces the former Single Claim Edit feature.

• Allocation-level validations apply in real-time rather than upon Ready to Post • Claim-level posting is auto-saved when collapsing it within the accordion to move on

to the next payment • Immediate adjudication of claim-level responsibilities at the patient account level

• Impact on various Financial Reports until the Remittance Voucher itself is posted (i.e.: until a user selects Ready to Post and clicks save and all validations are passed) Note: See Denali Build 1 Release Notes for details of impact at individual report level.

Limitation

During conversion, any single-claim entries currently reopened will be automatically re-posted. Please make note and clear these out

prior to receiving your upgrade.

Posting an EOB 1. Create the EOB Header as always. 2. Select applicable claims that are included within the EOB via the Claim search. 3. The first claim is in focus (i.e.: light citrus/white background) within the accordion view.

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Though the UI is changed, the data entry action of allocating values for each charge

row remains the same.

Posting an EOB (cont’d) • Click or anywhere on the selected claim row to expand its details within the same

window. The charges will display immediately in place below the claim details. Note: The specific charge row in focus will have a light blue background while non- selected charge rows will display in alternating gray background.

1. Allocate the individual details as always for each applicable charge row. Notes: • Click to apply the allocated amounts, which will adjudicate all remaining

balances to the next responsible party and update the Patient Account accordingly. • Validations will occur for this one claim only rather than at a voucher level.

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2. Once all individual payments have been entered/posted, you must still post the voucher via the Ready to Post check box. This actually commits the amounts at the system level to applicable Collection & Financial Analysis Reports that are based at a voucher level. Note: Any payments allocated but not individually posted yet will be posted now.

Posting an EOB (cont’d)

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Editing an Individual Posted Payment 1. Select the posted EOB/ERA and click the re-open button.

Notes: • No other posted claim will be automatically unposted when the EOB is reopened. • The Edit button remains disabled until the EOB is reopened.

2. Select the claim to be edited and click the within the selected row.

3. Make applicable changes. Notes:

• Any value on any charge row within the claim may be modified as applicable. • Previous limitations are now removed since validation occurs at the individual

claim level rather than the overall voucher level. 4. Reselect the Ready To Post check box and click save to re-apply the voucher to the

system reports.

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New Feature: Patient Payment Utilization Copayment Utilization Patient Receipt Advance Allocation

Copay Utilization 1. A new icon within the Copay Table ( ) helps the user to trace exactly how a patient

payment is utilized (at the source level) via adjustments

2. The first entry in the table is always the source of the payment (EN = Encounter level) 3. Transaction Type AD = Adjustment. Each time any part of the payment is used/applied

via a transaction adjustment, an entry in the table indicates the details (i.e.: Doc No, Remarks, Amount used, Remaining Balance of patient credit).

4. For example: When posting an EOB with no Copay due that a patient has previously paid at time of service; the amount is moved via that EOB Entry to Patient Advance from which it can be applied to another claim later.

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Advance Utilization at Patient Receipt Level 1. The Allocate Advance hyperlink is enabled once a valid advance is posted and the link

remains enabled until the advance is fully utilized. 2. The advance can be applied directly within the Receipt voucher* after it is posted

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*The current workflow requires you to leave the Receipt screen and move the

credit via Patient Advance.

1. Once allocated, the hyperlink disappears, but the Used Advance hyperlink* is enabled 2. The Docno displays the AJADV voucher number which reflects the transaction details.

Note: If multiple claims are involved, the details can be seen by viewing this AJADV voucher, which will itemize the details of the transfer.

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Advance Utilization at Patient Receipt Level (cont’d)

Advance Tracking table previously introduced available also at Patient

Account level.

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Advance Adjust UI

Denali

• Unapplied advance amounts display on top with outstanding claims at the bottom • Only one available advance can be applied at a time (check boxes now radio buttons).

v3b2

Enhanced Feature: Electronic Payment

Electronic Credit Card Payments • Multiple vendor support

• New property prognocis.payment.gateway.interface allows you to define the vendor; replacing current prognocis.paypros.applicable property.

• New Card on File provision available at the merchant level; applicable on all cash entry screens as well as Patient Portal and for scheduling automated payments for defined Payment Plans

• Credit card number is now masked; only the last 4 digits can be entered or will display when the card is entered for E-pay

• New validations for demographics details & special characters added

Note: Special characters supported include comma, period, and single quote • CVV Security Code field now optional per new property OpenEdge.cvv.optional • New Payment in Progress status

Contact Technical Support for details: (800) 552-3301

• - displays electronic payment details screen entry

Note: This button is only enabled when E-pay functionality has been enabled and the method of payment = Credit Card.

Card on File Provision

• Payments are merchant-specific • Select previously saved card on file • Pay with a different card • Remove a previously saved card At least 1 payment must

be made to the credit card, so those details

can be saved.

Automated Payment Plan Processing • The patient should have at least 1 credit card transaction with card details saved (by

selecting the Card on File check box) • When defining Payment Plan, select applicable card from Card on File Name pick list • New payment.gateway.payplan.post property controls whether the auto-created

Patient Receipt remains in Entered status or gets auto-posted against Patient advance • Reminders to those who are in default of monthly payments can now be emailed

Note: The letter is a non-password protected attachment with the email.

The practice must be enrolled for E-payments

with a valid vendor.

Enhanced Feature: Patient Statements

Patient Statements • Smart Tags replace the former CL_ tags and apply logic based on the filtered entity • Addresses and headers will now read and filter claims by the selected entity, i.e.:

• Location • Business Unit • Attending Provider • Rendering Provider

• Statement Type 3 layout is now customizable Note: This is the system default Charge-level template.

• New Statement Types 4 & 5 have been added

Scheduled Process (Bulk Statements) • Any statement type (Patient, Guarantor, or Patient Attorney) can be generated as

applicable based upon parameters defined under Scheduled Process • Send By options now includes Email • Refined Filter By options

Ad-hoc Patient Statements*

v3b2

• Filters simplified to apply both claim-level or charge-level

• Each statement type has logic built-in to the template

*Reports Statement

Denali

Settings

• Access to statement-level properties (Administrator access required)

• User can now access relevant properties directly from the Statement parameters window via the Settings icon ( ) Note: Such settings are applied system-wide.

• New properties statement.gap.indays and statement.respperson.gap.indays) allows you to define intervals between statements based on Type (Patient or Guarantor)

Ad-hoc Patient Statements (cont’d)

Patient Statements Templates

Statement Type 3 • Standard (default) Charge Code wise

template • Displays Charge Code level details • User can have columns customized • Contact Technical Support for

assistance

New Statement Type 4 1. Total Charges column reflects Patient

+ Insurance charges combined 2. Shows Patient & Insurance details in

separate columns 3. Includes Patient & Insurance Aging as

separate entries in the table

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Patient Statements Templates (cont’d)

New Statement Type 5 • Enhanced version of standard default

Claim-level Statement Type 2 • Maintains a “running balance” in the

Patient Balance column • Itemizes the Total Charges $ less the

Payment $ so it clearly shows the Net Balance Due

Patient Statements Templates (cont’d)

Bulk Patient Statements – Scheduled Process

v3b2

Denali

*Settings Scheduled Process Billing Statement

• New Mode lets you define how statements are to be delivered

• Template Name allows you to select a Patient, Guarantor, or Attorney statement template

Patient Statements – Bulk (cont’d) • For Email options, the statement is submitted as a secured attachment to the email

Note: Email templates are managed on EMR side under Settings Configuration Output Templates Email.

• Default password rules by Statement Type are as follows: • Patient Statements - Date Of Birth in MMDDYYYY format followed by

First 4 letters of Patient's Last Name. • Guarantor Statements - Date Of Birth in MMDDYYYY format followed

by First 4 letters of Guarantor's Last Name. • Attorney Statements - Complete Work Telephone as stored under

Settings Configuration Vendors Attorneys Work Tel.1 Note: Only the numerical digits with no spaces or special characters.

Outstanding Reminder Letters*

*AR/Follow-up Outstanding Letters Settings Configuration Output Templates Billing

v3b2

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1. New Statement Count field lets you demand letters after a specific number of statements have been generated

2. The labels are modified to define the functionality of Financial Class behavior in regards to Statements

Letters are sent as attachments when

emailed

Denali

The Upgrade….What’s Next?

Upgrades are occurring daily 7-days advance notice of scheduled upgrade Note: An alert will display after entering your User ID & Password.

What’s Next…

Contact Technical Support with any questions

Phone: (800) 552-3301 or (408) 873-3032 Resource Center Support Chat

FTUX Bubbles 1. hide – suppresses the bubble for the current session only; it will display again each time the same user accesses the screen in a new/unique session 2. Don’t show me again – suppresses the bubble for that user permanently for the current and all future sessions

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Note: At times there may be a 3rd link available to view a feature video if applicable.

Login as a valid user to your database

Click the New icon ( ), which remains visible for 30 days following an upgrade

Version-specific Release Notes will launch by default in a separate window

Using the Help Topics Login as a valid user to your database

Access the System Help icon ( )

Click Release Notes

Select the applicable version (Help retains

all version Release Notes)

Using the New Release Shortcut

If you have troubles viewing Release Notes contact Support at (800) 552-3301

Resource Center Training Videos (System Tray )

Contact us by phone: (408) 873-3032 or by email: training@bizmaticsinc.com

Documentation tab displays a sub-menu with 3 options: User Guides, FAQs, and New Features.

Note: This Power Point is available under User Guides to view, download, or print hard copy.

Videos tab displays a sub-menu that has 3 options: By Module, By Workflow, or Webinars. Each

category includes topics that correspond to the menu tab/module name.

Note: A recorded version of this webinar (unedited) will be available.