Portland Centricity® User Group
Meeting
January 29, 2015
And you thought EHR was tough to
learn…..
Financial Opportunity
• Is your billing
process
inefficient
• Do you have
high staff
turnover
• Are you a new
provider
http://profitable-practice.softwareadvice.com/when-should-you-outsource-your-medical-billing-1032610
• What priorities
do you want to
focus on?
Portland Centricity® User Group Meeting
January 29th, 2015
Who We Are
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IT/computer consulting firm
Established in 1997
12 network consultants (18 staff)
66 of 175 clients are small/mid-sized clinics
Vast majority use Centricity® via HealthCo
HealthCo’s preferred IT partner in Oregon
Lot’s of mutual clients with HePS
– (she’s a client of ours too )
Why We’re Different
• No Long-term Contracts
• Hourly Billing or Fixed-fee
• No Mileage/Travel Charges
Featuring:
• 24/7 Help Desk/End-user Support
• HIPAA & Compliance Assistance
• EHR / PM Selection & Support
• Hardware & Software Sales
• Vendor Relations Management
• 24/7 Server Monitoring & Alerts
• Medical Practice Interfacing: Hospital,
Lab, Radiology, EKG Ultrasound,
Spirometry, etc.
Some of Our Clients
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The Children’s Clinic
Longview Orthopedic
Pediatric Associates of the Northwest
Cascade Eye Center
Longview Urology
Hillsboro Pediatrics
Columbia Pain & Spine Institute
Westside Pediatric Clinic
Sunset Pediatrics
Portland Plastic Surgery Group
Comprehensive Neurosurgical Consultants
Portland Pain & Spine
Maple Street Clinic
Mountain View Medical Center
Oregon Reproductive Medicine
Vivid Eye Care
Waldorf Center for Plastic Surgery
…and many more
CPS Version 12
What’s New?
Agenda
 PM Enhancements
 Account Summary
 Desktop/Chart View
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New EMR Forms
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New and Updated MEL/Data Symbols
PM Enhancements
“Guarantor Based” New Options
Billing Notes
Open a patient’s chart summary from registration
Configure default Quantity and Type of Unit of
Measure for Drugs
Chart Contributor has been changed to Chart Access
Security
(if upgrading from CPS95)
Security – Increased Granularity
Account Summary
• Account Summary is a new component in
CPSv11 or later versions
• This component was created as a centralized
place to review account information and
troubleshoot patient account status.
• The module provides financial summary
information for a guarantor account (total
balances and aging) and transaction history
with detailed ledger information for each visit
within a guarantor’s responsibility.
Set Up:
• Users must first be
given access to
Account Summary in
Security before being
able to view the
component.
Demographics Area:
• The Find Patient button allows users to search for a patient or guarantor.
• In the demographics area, any patients linked to the guarantor will display.
 By highlighting each patient, you would see their individual insurance
information.
• If you wanted to view the same information displayed in the Demographics section now,
you would have to open up multiple registration windows and go back and forth between
the Patient and Insurance tabs.
 Don’t forget your Patient Alert Notes messages…
Account Summary Demographics Area – is a helping hand!
• Having it all right there in one place without having to navigate through
multiple windows or tabs is a great thing!
Financial Summary:
• Both the Financial Summary and Transaction History sections display data
regarding all visits of all patients associated with the Guarantor.
• The Financial summary gives a quick snapshot of the balance aging and last
patient payment received
• If you wanted to view this
same information now, you
would need to:
 Open the Guarantor’s
record in the
Registration
component
 Click on the Get
Financial History
button
 Then view the
information regarding
each patient under the
Guarantor
Transaction History:
• The Transaction Summary shows an individual summary for all visits for the patients
associated with the guarantor.
• If needed, users can drill down into a visit to examine it by clicking on the ticket # and it
will open the visit in the Billing component.
• If you wanted to view this same information
now, you would need to:
 Open the Patient’s record in the
Registration component
 Click on the Get Patient History button
 Repeat for each patient linked to the Guarantor
 Go to the Billing Component to view the Visits related to the Guarantor to see
the Visit Statues for each visit.
Account Summary Financial Summary and Transaction History helps
you see a Patient’s Account from Head to Toe!
Comparison Views:
• The Comparison Views button allows users to look at 2 account summaries
side by side
Dock/UnDock/Close:
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There are 3 icons located in the
upper right portion of the
Patient’s Account Summary
window.
 The icon that looks like a
partially unbent paperclip is
the undock icon so you can
undock this account
summary and move it
around your window.
 The open square is the
dock icon.
 The X icon closes the
account summary for the
patient you are looking at,
not the Account summary
component.
Desktop/Chart View
New Look and Feel to the Desktop
New Ribbon View
Ability to add custom HTML links to your left
navigation pane that open within Centricity
Ability to add a URL using Set Up a Command
function to open a new Web Page outside of
Centricity
Example: adding Centricity EDI
dashboard, ESM Console, HealthCo
Client Login to your links
Security settings to add Custom Links and Commands
New Look and Feel to the Chart
Ability to minimize the ribbon
New EMR Forms
MU Core Checklist
Family History – CCC Basic
Family History - HealthCo
Urgent Care Management
New PPD Form
New Immunization Management Form
New Immunization Management Form
New Immunization Management Form
New Immunization Management Form
New Medication Administration Form
New Medication Administration Form
New Care Plan Management Form
Updated Risk Factors-CCC Form
Updated Risk Factors-HealthCo Form
Updated Problems-CCC Form
Updated Patient Instructions-CCC Form
Updated CPOE A&P-CCC Form
Meaningful Use Updates in CPS12
HealthCo recorded webinars are posted to our website
www.healthcosystems.com
HealthCo provides consulting services
to assist
in upgrade training as well as
Meaningful Use
Consulting.
Please Contact:
Andrea Cunningham
Director, Professional Services
andreac@healthcosystems.com
Managing Reimbursements
Easy Money?
Women’s Healthcare Associates
Lana Giacomelli
Business Office Manager
&
Jennifer Santos
Reimbursement Supervisor
Payment Options for Patient Balances (hint- make it easy for
your patients to pay you!)
1. Use of your portal for one time payments and/or setting up payment
plans
2. Ability for a guarantor to make a one time payment from your website
3. CCOF (credit card on file) (we don’t use this – YET, but are considering
it!) A CCOF program facilitates the collection of a credit or debit card
from each patient and requires that this card be used for copayments,
coinsurance and deductibles. You may collect an estimate of what is
due at time of service and/or charge the credit card when the payer
pays the claim.
Utilizing GE Centricity Technology to Streamline
Workflows
1. EDI services and website – offers good visibility of the claims process
2. EFT – the key to eliminating the use of ‘virtual credit cards’
3. ERA – automatically posting your insurance payments
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Establish a team to manage the project
Be prepared for frustrations in setting up each carrier transaction column set (lessons
learned - questions to ask to save time)
ERA can be ‘turned on’ by carrier. We started with smaller payers to get used to the
workflow change. Now at 85% of all carriers on ERA.
Managing your team with Centricity Task Management
• Assigning Security
• A/R Distribution
• Building Queues
• Adding Criteria
• Assigning Tasks
• Follow Up and Monitoring
• Questions
Assigning Security
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Task Management: Assign
all users that will be using
this module
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Everything else should be
the person building and
assigning tasks.
AR Distribution
Building Queues
• Name your Queue
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Name must be unique and not
include any previous queue names
• Assign Users
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Include anyone who will be working
the queue along with the user who
will be assigning tasks and anyone
else you want to be able to view it.
Adding Criteria
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Company
Current Insurance Carrier
Current Insurance Group
Days Since Last Filed
Days Since Procedure
Department
Facility
Patient Last Name
Procedure Balance
Provider
Resource
Visit Deposit Balance
Visit Insurance Balance
Visit Owner
Visit Patient Balance
Visit Status
How you run your
department will determine
the way you setup your
queues.
**Make sure to Save your queue!
Queues
• Each queue updates
every night
• How to manually run a
queue
• Open Task
Management
• Build Queues
• Select the Queue you
want to run
• Run Queue
Assigning Tasks
• Select multiple lines at once
• Right click option
• Assign Task Button
**User must have access to queue to view assigned
claims**
Follow up and Monitoring
• Once claim has been worked the AR Specialist
puts the claim in their visit owner along with a
visit description. They also complete the task.
 **<date> <brief description>
 **1/20/15 Corrected Claim
• Once it is in the visit owner it will no longer
meet the queue criteria and drop off the list
the next day.
Questions?
Future Decisions & Challenges Discussion
 Electronic Eligibility through GE?
 Phreesia or similar product compatible with Centricity?
 Patient balances – how to manage payment plans that make sense for
your practice, and how to get meaningful reports on payment plan
performance.
 Getting what you need for reporting and managing purposes from your
vendors.
Thank you!
We appreciate the opportunity to share ideas about the
ever changing and challenging processes for managing the
Revenue Cycle puzzle!