Research Charge Capture

Clinical Trial Charge Capture and Research Invoicing
October 2012
Role of Research Charge Capture Analyst/Trainer
• Research Charge Capture Analyst receives charges routed to the study
accounts via Epic and reviews as designed
Participants not associated with study *new functionality 10/23/12*
Appointments not linked, incorrect study codes used
Checklists not received
Special pricing required
• Error trends are identified and tracked
– Training opportunities, operational issues, compliance risks
• Account Monitoring for Compliant Billing Practices
• Collaborates with internal and external offices:
– Research Invoicing and Collections Office
Research Implementation and CRBB
Integrity and Compliance
• Assist with Clinical Trials Financial Clearance
What is an RS Study account?
A Study account is created to:
– Direct clinical trial charges to the research study
– Prevent services paid for by the study from being billed to the patient or his/her
The clinical trial is registered and receives Study Code assignments for each
institution providing services to clinical trial participants.
– Examples:
• RH = Harborview
Each study instance (RS, RU, RH) will require a participant be Associated with
the study prior to scheduling *new functionality 10/23/12*
The name of research study accounts begin with an “RRR” prefix
SCCA’s Research Fee Schedule
SCCA’s Research Fee Schedule was created to:
Recoup costs for research services performed at SCCA
Provide price certainty for clinical trials (no surprises)
Adhere to a consistent methodology for setting research prices
Categories of services
• Clinical Services
• Supplies & Drugs
How are Research Fee Schedule prices set?
– Cost recovery will be based on SCCA’s Medicare Cost Report
– Research Rate is calculated based upon SCCA’s cost at the
department level to provide service
When do prices/quotes change?
– Research Fee Schedule is a rolling three year quote structure
– If a study has received pricing yet the clinical trial hasn’t opened in over
a year – updated pricing must be requested
Role of Study Coordinator in Research Billing
New study implementation begins with contacting the SCCA Research
Implementation Office (RIO)
– Research Price Quotes are requested and provided during this process
Once study is established:
– Enroll participants
• Associate participants to research study (RS Account) via Epic *new functionality 10/23/12*
– Enrollment data will populate PATS database for Gen/Hem Onc & Solid Tumor
• Submit enrollment forms for entry to:
– Gateway Data Management = Transplant patients
– PSOC = Puget Sound Oncology Consortium
– Provide clear and concise scheduling request and clinical orders for your
Study Coordinator must complete and submit the Anticipated Research
Services Checklist
– No later than 2 days prior to services rendered
– If an add-on appointment or service – route as soon as possible
Role of Study Coordinator in Research Charge
Capture and Billing
Obtains Clinical Trial Financial Clearance prior to performing research
Associates enrolled participants to study accounts in Epic *effective October 23, 2012
Submits scheduling request orders for research/clinical services that are clear
and include the appropriate patient scheduling instructions, study RS billing
number and study RRR name
Routes Checklist to Research Coding Team via email (preferred) or fax
Reviews RRR Account invoice for expected and unexpected charges
Contacts Research Charge Capture & Billing Staff when:
– Study invoice includes incorrect and/or disputed charges
– “Expected but missing" charges are not on the invoice requiring review or patient
accounts and charge capture process flow
– Patient is billed for services paid for by the study budget
Study team coordinates authorizations and payments for research invoices.
Research Visit Paperwork
Scheduling Request Orders.
Preprinted SRO’s helpful
To initiate preprinted SRO process contact the Research Implementation Office
Split Supply sheets if there are supplies the study is paying for
Lab Orders and Requisitions
Anticipated Research Services Checklist
– Lab Appointments in Epic: Special Instructions “inner note” outlines what
charges are to be billed to research. This information is printed on requisitions
sent to the laboratory prior to the scheduled appointment
– Purple Requisitions *samples the study will handle and route to an offsite lab for processing*
– Service areas supported (every department EXCEPT Laboratory and Radiology)
– Submit via email to SCCA Research Coding Team
– EKG Visit Types *see attached visit types template*
Order form specifically for scanning services *see example provided*
Role of Team Coordinator Staff
Scheduling of Research-related Visits
Research related visits CANNOT be scheduled until the study team has
Associated the research participant with study in Epic *New functionality 10/23/12*
– Screening
– Enrolled
Scheduling appointments for research-related services identified from the
study team’s submitted Scheduling Request Order (SRO)
– SRO’s may be returned to Study Team if:
• RS account and billing information is incomplete or not provided
• Orders are unclear
Each appointment scheduled that has research-related services will be:
– Linked to the RS account provided on the SRO
– Include the “Mixed Visit” flag used at SCCA
– Appointment notes will be populated with RS information
Medicare CTP Coverage Overview
Medicare CTP: Research Billing Requirements
If study related item/service is:
– A “Routine Cost”
– Part of a “Deemed Qualified” clinical research trial
– To be billed to Medicare
• Note: Other insurance carriers may follow Medicare in the future
SCCA as a billing entity must:
– Apply the “Q01” modifier to CPT codes (effective 04/07/08)
– Apply the “V70.7” as the secondary ICD-9 diagnosis code
– Denote study information in the participant’s medical record
How are Medicare Modifiers Applied?
Study Staff Associates patient enrollment into Epic *new functionality 10/23/12*
Health Information Management (HIM):
– Places Research Care Plan Alerts on the participant account
– Sets participant account flag for Deemed Qualified Clinical Trials
• FQUAL = FHCRC based study; FH holds funds
• SQUAL = UWMC/SCCA based study; UW holds funds
Charge Capture AND Billing:
– Account flags automate billing process to ensure charges on enrolled participant
accounts receive:
• “Q01” modifier is placed on CPT codes
• “V70.7” is added as the secondary ICD-9 diagnosis code on the claim
Role of Research Invoicing and Collections Office
• This position/role resides in the PFS Billing Team Office
• Generates invoices to study team for review and payment
– RRR Billing Cycle is open for one month at a time
– Invoices are printed 15 days after the monthly billing cycle ends
Study team communicates to this position when:
– The invoice includes incorrect charges requiring correction or has disputed charges
– “Expected but missing” charges are not on the invoice requiring review of patient
accounts and charge capture process flows
Performs collection activities for invoices outstanding
Collaborates with Clinical Trial Charge Capture Analyst/Trainer
Research Billing and Collections Specialist:
Joy Westgate: 206-288-1107
[email protected]
SCCA Clinical Trial Charge Capture
Monitoring and Auditing
Monitoring Accounts
– Objective: Identify process gaps and/or errors on the front-end prior
to billing
– Performed by Clinical Charge Capture Analyst/Trainer
– Occurs on both participant and study accounts
– Billing corrected prior to being issued to the incorrect entity for
• Patient/insurance
• Research account
Auditing Accounts
– Performed by Integrity/Compliance Office
– Typically retroactive in nature
• Billing has already occurred
• Payments have already been received
• Can span dates of service as far back as two years
– Remediation (charge corrections) communicated to:
• Principal Investigator and study team
• Clinical Trial Billing Specialist
Clinical Trial Charge Capture
Training and Questions
One-on-one training
Team training
Department Training
Clinical Trial Coordinator Meetings
Research Study Coordinator Meetings
Annual New Research Study Staff Training
Questions or need more information?
Kris Pedersen: 206-288-7626
[email protected]
Key Websites and Contacts
• SCCA Clinical Trial Charge Capture Analyst/Trainer
– Kris Pedersen: 206-288-7626, [email protected]
• SCCA Clinical Trial Invoicing/Collections
– Joy Westgate: 206-288-1107, [email protected]
• SCCA Research Coding Team
– Email: [email protected]
• SCCA Research Implementation Office
Steve Johnson: 206-288-1287, [email protected]
Gina Roper: 206-288-6607, grope[email protected]
Linda-Jo Greenberg: 206-288-7116, [email protected]
[email protected]
• CRBB – Clinical Trial Budgeting and Billing Office
– Email: [email protected]
– General Questions: 206-543-7774
– UW Research Billing Questions:206-543-9006
• UWP – University of Washington Physicians
– Email: [email protected]
Related flashcards

Emergency medicine

24 cards


27 cards


25 cards

Alternative medicine

24 cards


33 cards

Create Flashcards