✓ Utilizing a cross-application utility such as ETM, you can generate tasks for financial data like balances due and even tasks based upon appointment scheduling. A workflow that KAV Consulting built integrates the scheduling application into ETM and allows pre-visit tasks to create when certain defined conditions are met.
✓ The anticipated benefits of a pre-visit workflow include:
Increased point of service cash collection
Decreased bad debt
Decreased denials for insurance related items
✓ The KAV Work Flow Design concepts include:
Tasks that begin generating as early as 30 days prior to an appointment date and are valid at least until the date of the appointment
Registration/Financial Counselors involvement in the a resolution attempt prior to the patient’s appointment
Transfer of task responsibility to the Practice on the day of the appointment to involve the patient in resolution
A flag added to the Appointment Manager screen to identify that patients have tasks pending on the day of the appointment (the check out screen warning can be used)
Check Out Personnel required to resolve outstanding issues prior to the patient’s departure
✓ Tasks were created that did not follow through to the practice views, but were maintained through resolution by other staff. These included:
Dictionary 120 Override used, which would allow for a determination allowing for the creation of new entries
Interpreter Requested or Cancelled
Unknown Commercial Insurance Code sent by Interface
These tasks can be defined to generate based on a consistent date prior to the scheduled visit or differently based on task