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1 Presented by Ron Sterling Sterling Solutions, Ltd. rbsterling@sterling- solutions.com Revenue Cycle Management and EHRs Wednesday, January 21 st , 2015 The information provided in AHC Media Webinars does not, and is not intended to constitute medical or legal advice. Opinions, references and links provided by our speakers are provided for your convenience and do not represent our endorsement of such opinions, products or services. RONALD B. STERLING, CPA Sterling Solutions, Ltd. Ron Sterling is a nationally recognized thought leader on electronic health records and an award winning author. Ron has advised healthcare organizations across the country. He has analyzed software from over 150 vendors. Ron is a frequent speaker on EHR issues and strategies as well as the author of over 250 articles on health information technology for dozens of publications including the widely used Marketing Your Clinical Practice. EMAIL: [email protected] Office: (301)681-4247 OBJECTIVES 1. Review the effect of technology on events that produce revenue. 2. Identify effects of evolving Revenue Cycle Management issues on EHR use and management. 3. Discuss techniques to maintain appropriate EHR records for the quality and patient service requirements under evolving payer relationships.

Revenue Cycle Management and EHRs - AHC Media · Revenue Cycle Management and EHRs Wednesday, January 21st, ... RCM Issues Revenue Sources ... Review of Audit Trails

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1

Presented byRon Sterling

Sterling Solutions, Ltd.rbsterling@sterling-

solutions.com

Revenue Cycle Management and EHRs

Wednesday, January 21st, 2015

The information provided in AHC Media Webinars does not, and is not intended to constitute medical or legal advice. Opinions, references and links provided by our speakers are provided for your convenience and do not represent our endorsement of such opinions, products or services.

RONALD B. STERLING, CPASterling Solutions, Ltd.

Ron Sterling is a nationally recognized thought leader onelectronic health records and an award winning author. Ronhas advised healthcare organizations across the country. Hehas analyzed software from over 150 vendors. Ron is afrequent speaker on EHR issues and strategies as well asthe author of over 250 articles on health informationtechnology for dozens of publications including the widelyused Marketing Your Clinical Practice.

EMAIL: [email protected]

Office: (301)681-4247

OBJECTIVES

1. Review the effect of technology on events that produce revenue.

2. Identify effects of evolving Revenue Cycle Management issues on EHR use and management.

3. Discuss techniques to maintain appropriate EHR records for the quality and patient service requirements under evolving payer relationships.

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RCM Issues

Revenue Sources Changing• Fee For Service Decreasing• Increasing

Shared Savings Accountable Care Organizations eVisits Patient Portal Services Patient Service

• Performance/Results Oriented Payments

RCM Focus Changes to Support Evolving Payment Models

From• E&M• Charge Capture

To • Maintaining Quality and Performance• Patient Service• Proving Quality• Patient Centered Specialty Practice• Patient Centered Medical Home

New RCM Flows

3

Traditional HC InsuranceEmployer Payer

Hospital Clinic

PMPM Fee

FFS – Fee For ServicePMPM – Per Member Per Month

Alternative Payment Model - ACO

PayerACO

Hospital/Clinic/Provider

Global Payment

FFS – Fee For ServicePMPM – Per Member Per Month

Alternative Payment Model - Shared Savings

PMPM Fee

Shared Savings Refund

Employer Payer

Hospital/Provider

Claims Shared Savings Payment

FF

S P

ayment

FFS – Fee For ServicePMPM – Per Member Per Month

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Issues that Influence RCM Strategy

Meaningful Use HIPAA Security Standards

• Accountable for Integrity• Assure Accessibility

RCM Support Is Complicated Preserve Information to Support RCM

• Notes• New Service Documentation Tools

Clinical Messaging Patient Remote Patient Monitoring Systems

• Patient Quality and Service Objectives Coordinate Patient Populations Track Patient Care

• Performance Standards Quality Improvement

RCM Support Is Complicated

Payers/ACOs May Vary Sustain an Audit of Supporting

Documentation• Requests for Documents• Examination of EHR Based Records

Computer Assisted Review Tools Review of Audit Trails Review Context of Care

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Evolving RCM is Complicated

EHR May Not Accommodate• Tracking of Key RCM Measures• Relevant Status Over Activities

May Require Changes to EHR Use• Activities Measures• Documentation to Trigger RCM

Requirements

Evolving RCM is Complicated

May Require Additional Documentation• Meaningful Use Like Attestation• Global Reporting• Performance Tracking

Payment May Not Be Associated with a Patient• Quality Incentive• “SGR Fix” Payments

EHR Challenges Related to RCM

EHR Records are Vulnerable Payer Patient Service Expectations

• First Response• Final Resolution/Recommendation

Due Diligence to Protect Patient Records• Avoid Degradation• Maintain Accuracy and Consistency

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EHR Challenges Related to RCM

ICD10 Starts October 1, 2015• Not Just About Coding

Clinical Decision Support (MU) Health Maintenance Items Classification of Plans, Visits and More

• ICD10 Specificity Site Laterality Visit Type More

Clinical RCM Objectives

Verify Record Standards Maintain Integrity of Patient Records Protect Against

• Unsubstantiated Services• Quality Lapses• Claim Fraud

Support Contractual, Professional and Industry Standards

Agree on Operational Standards

Standards Based on• EHR Features• Product Use• Payer/ACO• Practice• Services• Doctors

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RCM CHECKLIST

RCM Checklist Items Notes Signed Within X Hours/Days

• Regular Office Visits• eVisits• Evolving Activities (Ex. ACO Support)

EHR Interface with PMS/Billing• Accuracy• Timeliness• ICD9/10 Coding• Changes• Substantiation

RCM Checklist Items Reconcile

• Charges• Appointments• Cancellations• No Shows

Supporting Documentation for Clinically Significant Events

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RCM Checklist Items

Patient Portal Traffic• Patient Submission of Information

New Patients Follow Up

• Turnaround Time• Follow Up on Undelivered Messages• Documentation Supports Care

Standards

Patient Request

Response

Information

Messages – Sent to Inbox and Information Entered into EHR.Information Accepted – Information Flagged and Posted to Patient Chart.

Patient Portal

Patient PortalServer

RCM Checklist Items Outgoing and Incoming Electronic

Traffic Check• Rx• Transition of Care• Lab Results• Patient Orders• Other Results

Workflow Management• Patient Appointments Cleared and

Completed• To-dos and Messages Completed

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RCM Checklist Items

Internal Messaging• Part of Patient Service Strategy• Status and Response by Type• Workflow Issues

Incoming Documents/Images• Status of Items to be Indexed• Routing of Indexed Items• Documentation of Decisions• Changes to Care Plan• Document Patient Notification

RCM Checklist Items Quality Assurance

• Documentation Standards• Outlier Detection – Treatment and/or

Management Meaningful Use

RCM Checklist Items

Quality Patient Services• Procedure/Surgery Follow Up• Referral Follow Up• Reminder Transmission• Reminder Follow Up• Health Maintenance Items• Outstanding Orders• Obsolete Orders

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RCM Reporting

Maintain Statistics to Prove Performance• Payer• Patient Population• Provider• Location

Report on Standards • Performance

• Trends

Supporting Claims and Collections

In addition to copy of notes to match E&M code with documentation….• Includes proving care standards• Depends on operational performance• Requires timely and accurate records

Meaningful Use reporting and Clinical Quality Measures are a window into the future of RCM

RCM and EHR Cases

PMS receives charges for office visits from EHR but does not post transactions for eVisits, RPMS monitoring and other activities that are billed under a quality initiative.• What are the RCM issues?• What are the RCM problems in light of

an ACO environment?

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RCM and EHR Cases

Practice receives a quality incentive payment for managing an at risk patient population. The PMS only posts fee for service charges.• How and where should the payment be

posted?• Can the payment be posted directly to

the accounting system and bypass the PMS?

• How will realization reports be affected?

RCM and EHR Cases

EHR Vendor advises practice to not sign patient notes in case the doctor wants to change the document.• What are the fee for service issues?• What are the professional liability

issues?• What are the RCM problems in light of

an ACO environment?

RCM and EHR Cases

EHR Messages are not included as part of the patient record according to the EHR design.• How does this design complicate quality

patient care?• What are the operational

accommodations needed to support quality care based RCM?

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Go Forward Plan

Monitor EHR Vendor tools to support RCM under evolving payment and performance systems• Meaningful Use as a Start

Maintain EHR Documentation and Performance Standards to take advantage of EHR and align your practice with evolving revenue models (ACO, Shared Savings, PCSP, etc.)

This presentation is intended solely to provide general information and does not constitute legal advice. Attendance at the presentation or later review of these printed materials

does not create an attorney-client relationship with the presenter(s). You should not take any action based upon any information in this presentation without first consulting legal

counsel familiar with your particular circumstances.

QUESTIONS AND ANSWERS

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Thank you for attending!!

EMAIL: [email protected]

Office: (301)681-4247