Collaborate on Demo Bill Format for Healthcare with Ease Using airSlate SignNow

Demo bill format for Healthcare

foreign [Music] thank you [Music] [Music] [Music] thank you [Music] foreign [Music] [Music] [Music] thank you foreign [Music] [Music] thank you Hello friends welcome to Medical Builders Network Live the lunch and learn Edition this is our first time here so early in the day and you guys I feel like a new person this is exciting um you guys don't know this we've been running these these medical Builders Network live for a while now probably the last couple of years and doing them later in the evening and it's just been a lot right for us to to stay present late into the evening I'm an early bird an early riser so I'm excited to try out this new lunch and learn First Sight try it on for size and I would love to know what your thoughts are on that so you can totally when you get here pop in something in the comments and be like do you like it do you hate it do you wish it was later just curious let me know that you are here say hello right here in the comments on wherever you are hi Christy great to see you thanks for being here um and oh I'm sorry question of the day I'm looking at the question of the day it says what do you think that Miller do what do you think that medical billers do if you have no or little experience with medical billing or medical billers what do you think that goes on be what do you think goes on behind the scenes and if you're watching this on the replay you can hashtag replay and put that in the comments or the description what I call this their comments they're also comments in the comments which are going to be below the video all right so um if you're new here hello welcome my name is Jasmine Feliz I have a couple of decades plus experience in the world of medical billing and on the business of healthcare and on this channel we specialize in alleviating the stress and confusion in the business of Health Care on this specific platform of this channel for these Thursday lives we are geared specifically to medical billing and medical billers and today we are talking a little bit about the discussion around what exactly a medical bill medical biller does because it was a question that came from analog fog someone in our community that wanted to know that from the perspective of a soft software so we're going to talk about a medical billers yay oh hi Vinita yes awesome I like that I can watch while I'm at work and so I like yeah thank you so much for that feedback hi Vanita great to see you um yeah so we are going to look at a software together there is going to be a screen share which I know typically um whenever we do our I do something sharing on the screen it usually um makes you have to kind of like zoom in so feel free to switch devices to a computer or something else um that is larger whenever you feel the need or comfortable with to get yourself comfortable with with the screen share um also when you have questions and whenever they come up ask your question I am going to peek at the comments throughout so that we can kind of plug the answers in um during our time together because we're going to cover a lot of ground today and we're going to try to do that in a shorter time because our goal is to get you into your lunch hour or whenever you're actually able to kind of be a little bit more focused more present so we'll try to shrink these down to at least 30 to 40 minutes if we can so that's our goal fingers crossed all right with that said I'm going to do what we we do first and that is my little run through so sweet we are talking about what a medical biller does through the lens of a software so we're going to go over the functions of a biller um and I'll talk a little bit about what they could be doing with it by looking at a particular software obviously it's going to be it's going to vary based off of a few factors but we'll talk about that last time we spoke about are you ready for the cpv exam Tamika and I had a great conversation about whether or not you are how to know whether or not you are ready for cpv and how to prepare for cpb also the week before that we did how to speak like the Builder people loved how to speak like a builder we're going to be doing that again I think not next week because that is our trivia week but the following week is likely what we'll be back on how to speak like a Biller and then we're doing revisiting the job preparation which was a part two of something that we discussed a couple of weeks ago as well so if you really liked those episodes and you want to revisit please um stay tuned and if you are not connected to Medical billers um the medical Builders Network on Facebook that's the best place to stay tuned for things that are coming up but you can also make sure that you are subscribed and all the things here on YouTube with this which leads me to my next thing so if you're new here thank you so much for being here thank you so much for spending your lunch time or your dinner time depending on where you are in the world with us um if you like this content and want to stay connected to us make sure that you hit subscribe and hit that little notification Bell it's going to tell you when we go live in case you forgot because we all do we got sucked into our work then make sure you give us a thumbs up and you know let let us know in the comments what you think about the content also feel free to always let us know when you want to know about something else you can pop a comment in any one of the videos because Nicole is scouring the videos looking for comments from you trying to understand what exactly you want to learn about and really get an understanding of where the need is in our community all right so feel free to share this with your friends so that they can also learn this content as well so we here have a couple of different uh Avenues to what we do so and then Lara we are a revenue cycle management company or a billing company for Alexa we also provide Consulting from that arm on the other side of it right here on in Lara University you're experiencing a free content offering that we have which is YouTube through education and providing educational content for you to be supported in your journey but then we also have some paid content as well um so talk about some of those so here we have one of our courses that are self-paced this is our medical billing 101 course medical billing 101 is a part also of our medical biller starter bundle so if you're just getting into the field of medical billing or you're kind of like an outsider looking in and aren't really sure what exactly a medical biller does or really whether it's something that you're really interested in perhaps you've heard that it could be a great career for you you're not sure and you want to not you want to make that discernment you want to discern whether or not that is something that you are interested in before you take the full dive and commit to a course this particular course is going to be the right one for you because it's pretty inexpensive I think it's like uh less than 100 bucks or maybe right over 100 bucks um and it's going to help you make that decision by the end of the course we talk about the qualities of a biller what they do what they typically do in a billing organization or in a billing department and um and you know really understand whether or not that fits you and who you are as an individual so I like it and Nicole's always watching creepy I feel like we need a little Emoji after that like you know or one of those uh gifts or whatever all right next we have an instructor-led program which is a program that is um Guided by the instructor that teaches that that would be me um the instructor-led program is a is this example here on the screen is a certified professional builder which is one that's committed to teaching getting you prepared for to sit for the test of the cpv it is not the training course for a biller let me make sure I'm really clear about that this is I'm already I already have billing experience knowledge um training and I am wanting to sit to grab to to get a handle on my certification test and make sure that I am prepared to take the test and pass it the first time so this particular course is going to be you're only moving along with the instructor to be able to really grab a full understanding of whether you have some Concepts that you don't understand what are the things that you're struggling with and those are the things that we're going to drill so it's super important that you're clear about the fact that this is not the training but we are going to drill on Concepts that you're struggling you and other your other peers are struggling with so that we make sure that you fully understand those Concepts before you sit for the test so we move very quickly through the content 12-week program and we want to make sure that you and you sit for this test you pass it the first time this course now does include the voucher for the test and there's more information that will pop in the video um we can link one of those other videos nickel like your eyes there um that's cute we can be able to link one of those other um the other videos where we talk about a little bit more in depth the cpv training we'll put that in the card or something above so all right my friends so with that said we've done all of that so now what do you do let's see do oh do what you do I totally read that wrong let's see here we go so we today are looking at a software so I'm going to screen share but before I do I want to say a couple of things first thing is this is a demo system so there are going to be some features that I cannot run so you're not going to see me run through transactions there are names but they are all names we are not opening up Phi for anybody which is the protected health information if you're not familiar with that it's really important that you know that when we are in a testing environment or in a environment there are things that are turned off so I won't be able to show you how to transmit claims and receive things because it's information we're not really connected to a network that can send and receive information all right so with that said today when I go through the content and if you're like want to know a little bit more or you want to ask questions about specific things that the software does I'm happy to answer them as long as it stays kind of around that topic and um and if it feels like there's something else that we could do a deeper dive into we'll probably peel that topic off to a later date all right so with that said I'm going to share my screen So today we're looking into the software that's called open practice Solutions at our billing company we work in a few different solutions we work in a few different softwares we have experience so a lot more um from Consulting and working with clients over the years this system is one that is really great because it serves billers very very well it also focuses a lot of effort on the revenue cycle management pieces so it does not have a clinical side which means that it actually has the ability to be a bit more agnostic it doesn't require that you use the EHR system that it it has built inside of it which is the common um issue that we have is billers is that there's an EHR that's built and then a PM system or a Billing System that's attached to it and one usually works better than the other and you're kind of stuck when you've got this all-in-one solution so this is a great system where we have the flexibility to connect with other systems as long as those systems allow us to connect with them right that's one thing but then also it allows us to as a billing company to have multiple clients under one per one uh one access right so it makes it possible for us to kind of navigate in and out of our um child sites or child databases to be able to serve our clients in a individualized basis so they do not have access to each other's systems and their information is not all in one place it is um one server that has like children underneath it if that makes sense all right so I'm going to go ahead and share my screen real quick and oh let me say one other couple of things looking at my list of things here so first thing to note today we are talking about medical billing as an end-to-end biller so there are a lot of um styles we'll say of the roles that you'll see out there in the job market so if you are so for say for example looking for a position as a payment poster or as a claims management team member or someone who is specializing only in accounts receivables or an AR analyst or something like that right those are those are areas of medical billing that are very targeted and what we see often is that those individuals that are hired for those specific roles are going into a larger organization typically where they have more responsible they have more narrow responsibilities because there are other individuals that fill the gaps in for a revenue cycle so um so depending on the size of the organization the structure of the organization the those are the things that are going to define whether or not you were going to have all of the responsibilities that we're going to talk about today or just a very narrow scope of them all right so The View today again is an end-to-end biller which means from the start to the finish and so we'll talk a little bit about the possibilities um of of those roles and know that there are end-to-end billers in a lot of small to mid-sized private practices all right so again software is open practice Solutions when I go to share my screen I'm already logged into our training site if I can remember how to share the screen here bear with me let's see here it is all right there it is all right make that just a smidge bigger okay you guys in the back can you let me know if it looks okay as far as the size goes and I guess need to quickly rearrange so that I see my chat here as well we get on site should I make it a little larger oh I'm getting some choppy you said okay sorry we're good on size okay perfect I see thumbs up all right cool all right so first things first this is OPM we call it affectionately the thought the company is called open practice Solutions this um company has has a sister company that's um called e-tactics which is their Clearinghouse so which means that you have a a solution that has a Clearinghouse that is built in so if you're accustomed to downloading planes and uploading to a Clearinghouse you would not be doing that with this particular software and that is one function that will differ for our billers out there okay all right so thinking about the function of a biller so first thing is I'm getting into the software and you guys are noticing here that I am logged in already to a dashboard that has some things that are presented to me in this particular software you have the ability to customize the dashboard and I would totally recommend you customize it ing to what you are responsible for so as a biller and if you have your revenue cycle management um picture image in your head you're thinking about what is the first part of the revenue cycle first part is patient gets referred right after that they're scheduled so typically depending on the biller the biller's responsibility they might be operating from the calendar which is the schedule right for the clinic so if that's the responsibility of the biller to also be the scheduler which I have seen um then they're typically going to be operating from one of the appointments that are on this calendar so I'm going to quickly just pop in a patient um pretend like they're scheduled so I'm just scheduling them for an appointment and I'm going to go ahead and save and I meant to hit save and manage so we're going to do that again [Music] there we go that was a good trial run um there it is and now we're going to save and manage and oh it's telling me I have the same appointment scheduled there's something wrong with the display there where it's not populating the appointments themselves so all right so if I have not the scheduler but I'm the person who's closing out in this particular software my responsibility is to operate from this system from this particular screen and I might be responsible for checking in or check checking in and out my patient and I will likely be responsible if I'm doing some overlapping responsibilities of the front desk I might be responsible be to to enter the charges and the patient payment so if I see here it's telling me that this particular individual has a 20 copay and then here I could be entering in the charges now I didn't mention anything about adding in demographics for my patient or my insurance because that would depend upon the practice typically that is a function performed by the front desk however there are a lot of practices that will pass the information back to the biller to confirm so make sure that the insurance information is put in correctly and that the correct eligibility is present so in this software once a person has been entered in whether you are entering in um their demographics and insurance at scheduling or even before that you have the ability to run eligibility and um check whether they are active and the best thing about that kind of feature when you have the real-time eligibility checking is that it verifies whether or not you have the information entered correctly which takes care of fingers crossed a good portion of the denials that we receive as billers right because a lot of us are seeing denials because of data capture which means the patient's demographic information which is their name address phone number date of birth things that are going to be identifying criteria for them as individuals um and and or their insurance information may have been in incorrectly input into the software when you do a real-time eligibility checking it confirms that information okay next if you have the responsibility to enter a payments into your charges that be something that the biller would would do from the screen and then they'd close out and make sure that they do the same thing for the next patient okay so after the patient the individual has has finished their responsibility of entering in the information for our patients um then the next thing to let's say they've already seen all five ten patients that they were going to see and they ventured in whatever they're going to enter the next thing that they would do is to verify that information and in OPM this particular software we do this typically by utilizing this reference batch feature so at the start of the day the biller or whomever is responsible for entering in charges and payments they are creating a reference batch for that particular day and then at the end of the day they're confirming what the the charges that were entered were the payments that were entered and confirming that that total amount matches the number of patients and so on matches what they know to be true from their calendar okay so here's an example of that reference batch so I'm seeing here okay there's some payments the insurance payments that were insured there's Marilyn Monroe she made a payment of 130 um from the grave and um and then we see here that um that I've had a um that I've had some charges entered as well so I've had three different charges a couple from the president and one from Marilyn Monroe um and then here if it had demographic information new demographic information entered that information would be here as well so this is what we call our reference batch and this is a great closeout reporter representation of what we would utilize as a daily closeout report and and this is recommended and best practice for any practice whether or not it is done by the biller done by the front desk or done by someone that has a responsibility of a charge entry or data processing person whomever's responsibility that is they should be reconciling their day this particular type of report against the calendar so that they confirm okay at the end of the day I have X number of patients that I should have charges for if I had three patients that were seen that's what I should see here if I know that I've entered in demographics or new patients I should see that information on here as well all right so typically we recommend that people save this report for their records and make sure that um that it's properly closed out when it's ready to go in this software it's great it's not a hard close if you guys are at all experienced in Billing where it prevents you from doing things but there are a lot of opportunities in here for you to utilize reference batches just to hold yourself accountable to going back and checking information before the charges are released because if this is open still it won't allow these charges to go out on a claim which is wonderful especially if you find yourself waiting on other individuals for you to get charges or diagnoses or things like that entered in okay so I didn't mention anything about diagnosis I didn't mention anything specifically about coding and so on because that depends on the organization as to whether or not if it's your responsibility what we will often see is that it is a responsibility of the biller to verify certain charges um so if I you know if it's my responsibility to review charges okay then I might have an error like that now I might be able to confirm on here is actually if if it's um showing up correctly it would have the diagnosis information the procedure codes and modifiers and so on on this particular screen and it would give me the opportunity to quickly check in to see whether or not the respective insurance has the appropriate charges Associated for example some of the Medicare patients might require modifiers or they might require certain Hicks picks codes and of a CPT or procedure code so that is a typical um typical type of stuff that a biller might be reviewing or auditing um kind of doing just a quick run through to ensure that pair guidelines match the charges that have been entered all right so moving on so once we have our charges let me see I've got a question here let's see yeah always best to have two people validating yes absolutely would have been helpful for my problem this morning I love that thank you Christy that is that's so real um it's really important that you have different levels of checks so if you have say a three people at the front desk let's say you've got at any given time you always have three individuals that are checking patients in checking patients out and helping to you know move patients throughout the office that that is a typical morning shift and then a whole separate pers set of three individuals in the evening shift that's six people right so that's a total of six possible errors people that could produce possible errors so those individuals need to be checking into their own stuff that they've done right so they're doing their own reference batch closeout and then at the end of the day whomever is the lead front desk or the supervisor of the front desk that person then is the one who's reviewing all all six reports against the schedule and check double checking them for errors and things like that so yes and then we add so I said I said front desk supervisor or lead and then you have your biller as well as kind of like that third level eyes you know saying okay great everybody did what they were supposed to do to make sure people were eligible and all of that but maybe they put the wrong Hicks picks code for United Healthcare patient or maybe they build this person's insurance but they're really supposed to be a workers comp right so those are all things that a biller can be there for and hopefully they can focus on okay so thanks so much for winning in there appreciate you okay so moving on when we have feel free to ask questions again you guys or make comments like Christy did thank you for that feedback um we now have so we have our charger is in the next thing is to hopefully get our charges out so we are claims are going to be created from those charges or from those procedure codes in this software once the reference batch closes it makes those charges eligible for billing so in this system you have a few different features that can eliminate the extra work from having to come from your daily responsibilities so you can do what's called job scheduling which um means that you are scheduling uh recurring functions from to to happen so you can tell it okay I want you to batch claims on a daily basis this is all the criteria that I want you to use and start this today but I only want you to go through the end of the year because I'm going to reevaluate and change it right so these are all ways that you can create this kind of automated function for the claims to go out on a daily basis without you having to interface with that process but let's say you prefer to do this manually for whatever reason you can because some people instead of doing things with the batch um reference batch review maybe like to look at information while the claims are ready to go so you can do that from this claim management dashboard and there's I'm not going to walk you through all of the specific ways to but to do it on this system because I don't want to um to get into like a lot more of the kind of detailed user user interface stuff but I can write in here click on the things that are ready for submission and I can see my list of claims that are ready to go and um kind of like weird because I have it zoomed in so much so if I zoom out a little bit there we go and I can also again look at my patients look at the the um the billing information that is showing up there so this is kind of a what we call like a pre-billing type report so I can click into each one and verify what that information is I can go through and make modifications if I need to to each of the encounters which is the date of service here in in this software and then once I'm done I can go back to that claims management dashboard and I can go ahead and do my batch claims I could also do it from that screen as well but I also had some like resubmissions out there that I probably don't need to look at hopefully because I would have said I would have been the one who set those to resubmit but if I wanted to do it from this screen I could select them and do my status change and actually batch those claims to the insurance company and so on all right so back to my claims dashboard real quick on this same screen when I oh and I can see here look it's telling me these are things that's supposed to be ready but you've got open reference batches so you got to resolve these things before the claims can go out right so these are like kind of Q queued up issues that help you determine what things need to actually be worked on at the moment okay so if I'm going back down to this area down here after I send my claims let's say I have it set up to do that automatic batching what I care about if it's automatically sending those claims out I'm happy right I can double check my batches so these are ones that down here it would have those badges listed in this area and I can also um start to work on my rejections so these are buckets of rejection so Clearing House rejections which are things that eat tactics which is that integrated Clearinghouse would have um pulled back for consideration those are things that did not get to the insurance company yet and then the payer rejections which are things that went to the insurance company but were kicked back did not walk did not make it through the doors of the insurance company because of some missing criteria so all of that can be worked from here again another responsibility of the biller is to make sure that the claims make it to the insurance company for adjudication and adjudication is another word for processing okay so if I see here some things are to be printed that means that I got actually clicked on these babies and print them out and mail them and all of that stuff is typically a responsibility of the biller as well all right um anything that's here on hold uh these are likely things that as a biller we might have flagged or put on hold ourselves for example if I know I've everything is perfectly fine with this patient however I didn't get full confirmation that an authorization um was was approved I know we sent the authorization I know it went out on time and so on but we didn't get it in hand yet I don't want that claim to go out the door yet so I might put that on hold right so that's something that I need to be monitoring on a regular basis as well all right so now once our claims are out the door I've worked on my rejections I'm feeling good about that I worked on anything that's on hold now my claims have made it to the insurance company they're getting adjudicated or processed and we are hopefully getting some sort of payment or correspondence back that is going to take me down my revenue cycle to processing those payments and so I'm going to move my function now to focus on processing payments best thing about this type of system is it has an auto posting feature so I definitely have to do my manual payment posting by you know if I have a paper check entering in the payment information allocating it and so on so manually posting this manually Distributing that to um to the respective patients and so on however if I have things set up correctly I'm getting eras I'm which is electronic remits advices which are those electronic payments electronic eobs I'm also hopefully getting electronic payments electronic deposits achs efts whatever you want to call them my money's coming in directly into the bank right if all that's happening fine and dandy I hopefully do not have many manual payments to enter except for maybe secondaries okay so I'm going to get out of this screen and instead I'm going to go back to now review my eras which are those electronic remittances and this one's our um I'm going to modify to all because again it's a testing system just to make sure I see all of them okay so I see the things that the software automatically posted and I can confirm what I see here now there's a couple of things that I probably want to do each day I need to make sure that I am clear about the amount that has come in whether that's EFT or on paper check so whatever paper checks I have I want to match them to the payments that are in the system in the in the queue for the ERS let's say I got a paper check but my EU Myers are coming electronically um like that's the situation that some of these it's telling me that with the x that these were not deposited electronically so I got a paper check right but I did get an electronic EOB or an era as we call it if I have my era I can let the system Auto post but I want the system to Auto post ideally on the day that I actually have the check in hand and I'm ready to deposit this check into the bank so I might be going in here and modifying the date that's being processed for these eras that are coming in with paper checks that's one thing to consider but then also same is true if I notice a variance in my dates from my bank statement if the money is going electronically via EFT or ACH um if I see that that money is showing up a day later or a day earlier I might want to modify the dates in here as well so that's one thing that I'm looking to do is just reconcile or confirm the money and where the money is once I've done that I then can do the same thing that I've previously done with my reference batches make sure that things are are reconciling I might have a deposit report okay or a reference batch that reflects the payments that went in that day right and once that happens I likely am going to want to save that information wherever I have my eobs saved as well the paper eobies that I've received okay after my payments have been reconciled in the system and I feel good about where things stand in here I'm going to then Focus my attention on anything that might be coming up in here as holds or as denial work list which means there's a denial that came into the system um and maybe something that um that I added to a custom work list which is some other kinds of ways that you can kind of pull apart information to um to create lists for yourself to do other things like to do other um functions to to maybe clean up a particular patient's account so you can be able to add individual remittances or individual claims to your custom work list even if the insurance company didn't determine that it was a denial they might you might want to manually put that on a custom work list for yourself so um so I'm going to click on this one just so you actually I think I clicked on the wrong one so do that run it again um I wanted the one that has a denial here we go um so this one down here so this is when I click on it I get like a rundown of the information I just saw on the previous page a little bit more expansive view of it so I see that it was successfully able to post 15 two of them got put on hold and these this is one that has it in our work list and I want to be able to work on these items before I move on from my payment posting so I can do this from this screen or I can also do it from a collective or holistic view all right so I could do one one by one within with each Insurance um era or from my home dashboard I can see this same function here that says denials and it consolidates all of them and moves them away from specific remittances and puts them in one beautiful view and this is helpful because What it lets you see is if you have a trend okay so like if I know for a fact I've got 20 denials all for Medicare and they all have the exact same charge if I click on this and I see that it's all the same procedure code I know there's something going on right there's a problem so being able to see these in one Consolidated view has a lot of benefits a lot of benefits so hi Larissa great to see you friend welcome welcome oh I'm sorry I literally just saw your message there Christy let's see how do you determine what's most important to do in the day oh I love this question um so we we should have this is actually a really great topic of how to organize yourself as a biller um because there are so many things that we could do right there's like a ton we we haven't we're about 60 of the way through I think yeah over over 60 so maybe 70 of the way through with the the responsibilities of most end-to-end billers the question is like how the heck do I get to all of that and like what's more important right so I in my book kind I'm going to just give you the quick and dirty answer Christy in my book The most important thing for you to do is to make sure that the potential for Revenue coming in is taken care of first so it's everything that gets the claim out the door you're making sure the charges are going in the payments I mean the patient payments but the charges the patients demographics the insurance information all of that basic data capture you're creating the claim you're getting it out the door successfully so you're making sure your reclaim rejections are done you're making sure that your payer rejections are monitored as well and you're working those because now you have the possibility of at least getting paid for your claims right that's that is an absolute those things must be tended to and they must be priority after that there's other functions and things that we're talking about that we will reorganize based on volume it still needs to be done on a regular basis but it's going to how much you spent how much time you spend or how much energy you spend on it is going to depend upon the volume and and there's some recommendations or best practices that I could definitely give you so we'll do that in a separate time but for sure at least work to focus on the potential of getting the practice money which is what they hired you for so your job is at least to make sure that you um are getting the claim out the door when I see people that are like pulling AR reports and they haven't worked claim rejections or pulling out our reports and they have this backlog of charges that haven't gone in I'm like what are you doing like AR is important it's great but if you aren't making sure cash flow is there then you are like you're putting a tourniquet right over the practice and that's not okay so all right I like it uh let's see I'm the only Builder ah yeah okay morning of the posting afternoon anything else you can fit in I like it yeah okay I have some ideas and I definitely um I think that there's nothing wrong with you getting the posting and billing out in the mornings that's fantastic look at it get it out the door and get it done um and so let's let's have a really good detailed conversation about that um I think that's some a really great idea for another topic of discussion um all right so moving back and feel free to continue asking y'all remember to check the comments um all right where am I okay so we did our we worked our denials we're feeling good about everything that maybe we put on hold that needed some attention we understood what our what our Trends were our denials Trends and now maybe we formulated some way to prevent those in the future which is really really something that a lot of billers Miss the mark on is they're so focused on one thing that they aren't thinking about like the one thing at hand they're looking at one each individual thing and not thinking about what can I do to remove myself from this trend continuing so I don't have this coming up again right there are some things out of our control completely like if you have met a lot of Medicaid population a lot of your patients aren't renewing on time and things like that you there are practices that help their patients that's one one consideration you could implement or recommend for your practice to implement um or you individually as a biller start reaching out to your patients and asking if they need help with making sure that their um their Medicaid is is renewed and so on um so you know those are things that you possibly could do to prevent but in most cases there's a lot of stuff that are kind of our hands are tied right things that denials come in for that we just we don't necessarily have um the ability to do much about it but if you're responsible for authorizations referrals things like that and your practice sees a lot of that as a specialist office then you're definitely able to make an impact if you're seeing a bunch of denials for presearch authorization or or referrals okay so moving on so now we've worked on our denounce we feel great about it we posted our payments we feel great about that now after our payments are in the system from our insurances is the opportune time and up to date opportune time to make sure that our patient statements go out so like this is going to depend upon the style of practice the specialty all things but I would recommend that you're sending statements out ideally on a weekly basis you have the ability to batch for only things that are new so if a person hasn't come in since last month they're not going to get that statement again until maybe that 30 day Mark right you might not necessarily um want to send statements to your patients every week if someone's if you're like a therapist or a physical therapy office where the patients are coming in multiple times a week that means they might get statements every week but there is an opportunity with different systems to um Define the criteria so it might be that the software is only billing certain alphabets patients last names right during a certain part of of each month so the first week of the month you might be doing a through F and then second week you're going to do G through L I don't know I'm just throwing out random letters but basically you might choose a certain number of letters based on the volume of patients that you have in each it's really important to know that there's some practices that I know do the alphabet thing and like they don't have anybody in the last section of the alphabet or hardly and it's like they've got all their Visions in the first section they alphabet so it may not be as as user friendly for you um because you still have all of them going out and I do recommend that you are clear and odd clearly auditing or just checking into your statements to make sure that the system is batching them correctly and creating um that that notification process in the way that you desire um this statement process has changed and it will change depending on what your other technology is if your Leverage seeing patient communication features like text messages emails um patient portals or portal access things like that like systems like inbox health I know we've talked about before then you're probably going to have a little bit of a different um workflow here but it's still your responsibility as a biller to get in here to make sure things are happening correctly so on all right okay so once I have done all of the functions to make sure that the payments and potential for payments are happening then I'm going to really start to shift my attention to recovery efforts okay so this is this is where the magic happens as a biller we get to those AR reports we get into the accounts receivable work we're starting to follow up on denials um appeals and all that other stuff now you notice we did a bunch of stuff so this is why unfortunately a lot of billers we get burnt out and you get to the end of that revenue cycle but it's important and that's where it goes back to what we were talking about um with regards to your schedule and getting yourself organized super important that you um think about how much time and effort you need to spend in the current situation let's say you just have a mess of stuff from not touching it for a while you might have to spend more time but like what is a great maintenance um schedule that you could maintain the AR and focus on prevention focused on you know really resolving these rejection and things cleaning things up more effectively so you don't have so many denounce okay so AR in the software can happen in a couple of different places so we talked about the denial um section or the work list so you've got this denial section and if I go back um to my screen again I see here I've got my work list which is the types of functions that I could create that are like okay I I want to make sure that I keep track of the appeals that I sent out these are tasks that I've created I could follow up on those tasks right I might I might know um the types of issues that I've created that are like encounters that are missing patients had appointment but there was no encounter created right I might be responsible for that there are opportunities for you to create pretty much any kind of work list you want in here and you can put those claims as we talked about earlier into those work lists and work them from this task list okay other possible ways to work this would be directly from the Aging report so in here that AR reporter interactive aging as they call it in here the interactive accounts receivable report um this one's kind of looks it looks really bad because everything's in 121 but the information um is the same right so you get your insurance companies you'll have wherever it is on that on your aging report 30 60 90 120 and you have the ability to click in there and then kind of work those items as they present themselves now hopefully when you get to some of these you'll be able to say oh this was already worked I see a note or I see that it's on a work list or I have you know a task because it will tell you that there was a task that you've put in here already right so these are all potential ways that you can organize yourself before you have to work through just this holistic interactive aging so likely when you come to the Aging report what you're seeing here are just the gaps the things that maybe didn't come across your didn't get into your radar yet um or where you might need to now create some tasks okay so hopefully you get to a list like this and you know seven out of these eight items already have tasks and you see one out here that you need to create a new task and actually do some work on it all right so um so yeah so in I'm not gonna get super in indeed in like grave detail about what happens beyond that point because the actual um steps to be able to resolve them is and so on is going to be um dependent upon the issue and we'll go deep into that another time um so we have gotten almost to the end of our responsibilities as a biller the last thing that the biller is responsible for is going to depend upon whether you are in charge of yourself or the revenue cycle um in charge of the entire function or if you have a revenue cycle manager or supervisor above you you may not be touching this area okay so if I am in charge of myself I'm the only person only biller for my organization I also care about my week reports like my weekly kpis keep key performance indicators or performance reports and I care about my monthly month end reports so so all of those things are going to depend upon what your practice wants to see you might have a period closing that you do that relates specifically to the entire month you might have a desire to pull something specific like these payments and adjustments at the end of your week after you've posted all of your payments right so those are just possible reports that could be things that you're generating on a weekly basis you might want to look specifically specifically at cash flow or get a sense of your denials right so those are things that might be generated on a weekly or a monthly basis I hope at a minimum you're doing this on a monthly basis um and so once that's all done you feel good about what you've you know monitored in your performance then you've taken that to the powers that be whoever wants to review that information your responsibility is to use that data to decide where you need to look under the hood so you're looking at plan for Quality audits a plan for improvements of your process you're looking at you know where are the gaps where are the things that perhaps um you aren't even thinking about like let's say you've been rocking and rolling and you haven't set statements like you got all this growing patient AR right so those are things that you can start to bring into your awareness after you've reviewed the performance reports and then taken pause for a couple of days ideally you close your month you look at your reports the next couple of days you focus on quality audits or improvements process improvements things like that um you know really trying to give some attention to where you can plug it in um throughout that next month okay all right so that's it I say that sarcastically because that's a lot that's a lot I know it's a lot um I'm gonna look at back at my questions here sorry guys um let's see uh I'm sorry I'm I'm missing where I am okay here we go oh Oklahoma yay hi Anastasia Anastasia I like her name very cool thank you so much for being here welcome to billing hope you like it and hope you get all of the information you need to know about your new role from us and feel free to let us know where you're struggling so a tribe in bigger companies we plastic came to different companies yeah exactly yeah a tribe that that is exactly why I gave that like breakdown and disclaimer at the beginning of the call because I've dealt a lot with large organizations that everything is siled um everything is separated they're not there's no end to end I do not believe that anybody who is in the world of medical billing I'm gonna stop sharing actually um I don't believe that anyone who's in the world of medical billing should ever operate without a deep understanding of the full picture because doesn't matter what you're doing in the revenue cycle you need to understand the impact that could potentially have on other folks in your department because it's a whole department right it could be it could be 200 it could be 500 people in that one Department all doing different functions the reality is the person who's you know two floors from you is probably impacting what you're doing and you might be impacting what they're doing right it's all this um reciprocal relationship right so everybody has the potential of um of hurting or helping right so it's really important that you understand the full picture so that hopefully we're helping um and we're making things better all right so great great great let me see I love it okay um oh yeah thank you Nicole thank you for plugging that in there yeah see more of what we do here so you guys um I am really excited to say that we don't have any other questions in there you guys have more questions any other questions coming up feel free to pop in the comments if you aren't sure what your question is right this very minute um and you think of it later on just pop it in we will we will see it later on in the day put it in there or you can jump into the medical billers Network which is a Facebook group that we have and put your question in there um yeah and so I would love to know your feedback on what you thought about today's session as well um whether or not you gleaned some awareness and and especially my friend um analog Fogg who requested this particular topic um let us know did it answer the question do you feel good about your understanding of a medical biller now that you've seen it through the lens of a software and the potential of a software if you if you're doing something with a software um if you're doing something with a software that's a little bit more Antiquated or we'll say challenged in the revenue cycle Department what are the differences you see and you know what are the things that you hope for help or would like to see so I like this question here would you recommend having your own software or remote software oh let me be honest not being able to take clients on that in their software environment because so many people especially during the big EHR initiative the vhr not initial EHR incentive that took place um it's it hurt the strength of our billing software because they were so focused on producing all of these EHR systems all the developers were like so excited about the money that Healthcare organizations had that they just produced the crap out of crappy software and when they did what it happened to do was water down the potential that you know we would have to be able to serve our clients better as billing companies and as billers and so you know unfortunately it hurts a little bit in some cases so just be very selective about the systems you choose to say yes to make sure you are taking a good look at the system take a good hard look before you say yes to those clients um and if you have the ability to um bring them into your software in any way that you a system that you know that you can be successful in and that you can monitor the performance and all the things better than do that bring them into your own solution if you can all right I hope that answers your question thank you for that um Iris I saw they'd send me thank you Cindy thank you for sending me her name that was that was iris's question I think I closed it out by mistake I think I hit my keyboard but Iris was asking about whether or not to use your own software or remote into the practice software um I don't like remoting into anything but still so many people have Antiquated like accesses that they don't have cloud-based or web-based systems and so you have to sometimes promote into the servers which is annoying so fun yay I'm glad it helped thank you so much all right friends well with that said we went the whole hour I had I had a feeling it was going to be hard during this particular topic because it's just such a meaty one but I do appreciate um analog fog and you all you all of you out there who have voted this topic into our plan because I think that it's very helpful for folks who are trying to wrap their heads around the responsibilities of a biller and really trying to understand um what the potential is if you are just tapping into creating a billing process for yourself so all right friends thank you thank you so much Larissa for being here I'm glad that you guys were able to join us during lunch and learn so yeah let me know about the lunch and learn timing I would love to know what you think I believe we are we are shifting to to this lunch time um I know it's kind of like not quite for me it's not lunchtime it's almost three o'clock here on EST we were trying to be able to serve some other couple a couple of other um time zones as well with a potential lunch or and or dinner time depending on where books are in the in the world but I'd love to know what y'all think about it because if you're like me you're like half asleep at like seven o'clock at night so you guys are lucky you got the Jasmine that was kind of more plugged in so yeah I'm glad you like it thank you thank you um okay friends have a beautiful rest of the day we will see you next week next week is um is trivia so make sure you get yourselves all brushed up have your coffee ready ready to go in the middle of the day so that you can uh be fresh and ready to win because we got gift cards for you all right friends have a wonderful rest of the day we'll see you next time bye foreign