keep the river blue hfma presentation 9/8/2017 the river blue hfma presentation 9/8/2017. ......
TRANSCRIPT
Ochsner Health System and General ElectricConfidential & Proprietary Information
1
Keep the River Blue
HFMA Presentation
9/8/2017
Ochsner Health System and General ElectricConfidential & Proprietary Information
2
Agenda
Background
Overview of “Keep the River Blue”
Advances with Patient Access and Pre-service
Efficiencies in Business Office
Developing Goals and Proper Alignment
OHS Revenue Cycle Development Initiatives
Closing
Ochsner Health System and General ElectricConfidential & Proprietary Information
3
Background on Ochsner Health SystemLargest integrated health system in the Gulf Coast
11 hospitals and more than 60 health centers
1,200 clinically integrated physicians
Largest private employer in Louisiana
Largest clinical trials program in the Gulf South
Nationally Recognized Quality• Top 1% Clinical Quality in U.S.• Top 10% Nationally In 13 Specialties• Top 100 Hospitals in U.S.• Ranked in 6 Specialties By US N&WR• Top Liver Transplant Center in U.S.
Ochsner Health System and General ElectricConfidential & Proprietary Information
4
Statewide Ochsner Health Network Members
Alexan
dria
CHRIS
TUS
Financially
Integrated
Affiliated
*
Ochsner Health System and General ElectricConfidential & Proprietary Information
5
Top 1% Nationally in Quality
Ochsner Health System and General ElectricConfidential & Proprietary Information
6
Ochsner’s Revenue Cycle Theory“Keep the River Blue”
Ochsner Health System and General ElectricConfidential & Proprietary Information
7
Revenue Cycle Functions
Front End
Middle Level
Back End
PB Codingand
Documentation
HB Coding and
Documentation
Charge Capture
CDM BillingFollow-
upCall
CenterCash App
Denial Mgmt
FinancialReports
SchedulingPre-Service Clearance
Medicaid / Financial
CounselingRegistration
Ochsner Health System and General ElectricConfidential & Proprietary Information
8
Centralized clinic scheduling
Verification of demographics
Verify Insurance
Appointment reminders
Patient portal
Record calls for training
Scheduling
Ochsner Health System and General ElectricConfidential & Proprietary Information
9
Pre-registration (outpatient testing, surgeries)
Obtain benefits, eligibility and authorization for patients prior to services rendered
Estimates
Communicate updates on authorization status to physicians and patients
Update patient insurance information
Ochsner Health System and General ElectricConfidential & Proprietary Information
10
ePre-Check Patient Portal
Allows patient to Verify Demographics, Verify Insurance, Make Payments, Answer Pre-Visit Questionnaires
After completion the patient receives a barcode on their phone
At arrival they can scan the barcode on the kiosk and check in
Ochsner Health System and General ElectricConfidential & Proprietary Information
11
Financial Call Center (FCC)
Ensure patients understand their insurance benefits and upcoming financial responsibility at the time of service so there are no surprises.
Increase upfront collections.
Reduce bad debt, early out, and collection costs
Identify patients who are unable to pay early in the revenue cycle, allowing time to meet with a financial counselor.
Ochsner Health System and General ElectricConfidential & Proprietary Information
12
Registration
Working the Department Appointment Reports (DAR) in advance
― Verifying patient insurance benefits (RTE)
― Call patient to verify any missing info prior to arrival
― WQ’s for kiosks
Scheduling team obtaining most of the registration information or online scheduling
Developing a pre-registration team for clinics
― Pilot program
ePreCheck
QA system
Ochsner Health System and General ElectricConfidential & Proprietary Information
13
Kiosks
Coach Registration staff to promote the kiosks after every registration
Digital signage/kiosks for wayfinding and interactive mapping for visitors
Refined kick out rules (i.e. too early for check-in)
Utilize dedicated Patient Access Greeters
Enabled patients to check-in for multiple appointments
Established a rapport with operations leaders
Early involvement with the construction of new clinics to ensure proper considerations for kiosks are taken during the build
Location, Location, Location
Pre Service
• Centralized System Based Team
• Teams divided based upon service line specialization
– Both clinical and non-clinical employees
105 total, 18 Nurses
• Verify Benefits and coverage, Obtain Authorizations, & Generate Estimates
• 278 Real Time Authorization Process
15©2016 Experian Information Solutions, Inc. All rights reserved. Experian Public.
Who we are
Pre-workflow
Case submitted with authorization request to payor
• Follow-up, follow-up, follow-up….
• Countless Non-value added touches
Limited number of cases a rep could touch
• Negatively impacted lead days
Post-workflow
Submit and send 278 through Epic to start RTA ping process
• Staff is able to “Set it and forget it”
• RTA notates the referral in Epic for each “ping”
• Workflow allows for escalation and manual follow-up if case is not approved by a specific day
Ochsner Health System and General ElectricConfidential & Proprietary Information
16
Outcomes
Increased Volume, Productivity, & Lead Day
Reallocation of Staff
Happy Team Members
Positive Impact on the Patient
Real Time Authorizations On Epic Galaxy
“Managing Real Time
Authorizations with
a Clearinghouse”
• Increasing denials for
different procedures being
performed versus
authorized
• Creates rework often
without overturning the
denial
• Concurrent coding not
possible due to staffing
• Providers unclear on
proper fields for case
request entry
• No formal escalation
process
• No concurrent coding to
capture mismatched
authorized versus
performed cases
• Epic hard stop for OR
team to verify procedure
performed
• Verified procedure name
populates to Brief Op
Note
• Epic build identifies
procedure mismatch
between confirmed log
and case request
• Real time alert on Coding
Push Pin for mismatch
procedure
• Unique pre-cert status
created to route mismatch
cases within Epic to Pre
Service workqueue for
reauthorization
Annual project net value:
$3,900,000
• Reauthorized ~5,400
(95%) of OR change of
procedure events per year
• Expanded workflow to
Cath and EP Lab
• ~10% of Surgeries and
~15% of Cath/EP Lab
procedures reauthorized
• Updated workflow
standard across all Epic
service areas and user
assignments
Outpatient Surgery Change of Procedure Reauthorization
What was the PROBLEM?
What was the CAUSE?
What did we TRY?
Did it WORK?
1 2 3 4
0
100
200
300
400
500
600
700
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Fe
b
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Fe
b
Mar
Apr
May
Jun
Jul
Aug
Sep
2015 2016 2017
Surgery and Cath Lab Change of Procedure Reauthorizations
First Pass Net Revenue Total Direct Costs Count
Ochsner Health System and General ElectricConfidential & Proprietary Information
18
Financial Counseling
Develops and facilitates payment plans for patients
Confirms level, terms of coverage, and benefit limits with health insurance providers
Advises patients of any alternative sources of funding
Prepares and files any documentation needed to complete payment arrangements
May arrange for referrals or second opinions
Educates patients with costs associated with the health care services
Ochsner Health System and General ElectricConfidential & Proprietary Information
19
Business Office Efficiencies
Strategic Business partners embedded in Operations
Auto Claims Statusing Tool for improved follow-up operations
HB and PB Recovery Rate Report by Payor and Denial Code
PB Touch Report to identify repetitive actions on non-viable accounts
HB 30 Day No Touch Reports to find unworked accounts
Developing PB scorecard to improve follow-up activities
Bulk Refunds
Ochsner Health System and General ElectricConfidential & Proprietary Information
20
Developing a Culture of Excellence and Innovation
Ochsner Health System and General ElectricConfidential & Proprietary Information
22
Walmart’s Profile
Low prices
Selection
across
categories
Rural
convenience
Reliable prices
Quality
Suburban
convenience
Selection within
categories
Sales help
Ambiance1 2 3 4 5
Wal-Mart
Relative Performance
Most important
to Wal-Mart
customer
Least important
to Wal-Mart
customer
Ochsner Health System and General ElectricConfidential & Proprietary Information
23
Keys to Strategic Success
How do you compare yourself to other facilities and payor mix?
When is good, good enough?
How are our goals aligned across the leadership team/system?
How are the goals cascaded down to the line level staff?
Ochsner Health System and General ElectricConfidential & Proprietary Information
24
A Culture of People Development
A culture that a leader creates to inspire, motivate and engage
Ochsner Health System and General ElectricConfidential & Proprietary Information
25
Development is Critical to Success
Why is it ignored or avoided?
― We tend to focus on the here and now
― Viewed as a bureaucratic exercise that is done to “check the box” rather than be acted upon
― Honest conversations can be challenging
― Lack of skill
― There’s just no time for it
Ochsner Health System and General ElectricConfidential & Proprietary Information
26
What did you do to make your team better?
Ochsner Health System and General ElectricConfidential & Proprietary Information
27
What does your team need?
Calibrations Hiring
Patterns
Succession
Planning
Engagement Survey
Comments
Observation HR Complaints Industry Best
Practices
Rounding Discussions
Ochsner Health System and General ElectricConfidential & Proprietary Information
28
Revenue Cycle Initiative: Communication
2016 LEM: Implemented a 0% weighted personal development goal
Offline sessions
New hire meet and greets
Pre-hire:
― Job shadowing
― Pre-employment computer skills assessment
Rounding on direct reports
Senior leader rounding
Ochsner Health System and General ElectricConfidential & Proprietary Information
29
Revenue Cycle Initiative: Competencies/Skill Building
Participation in professional organizations
Active participation in list serves, webinars, and avid reading of professional journals/attending conferences
Professional certifications (148 professional and seven Lean Green Belt)
Revenue Cycle Leader Academy (RCLA)
Supervisor Leadership Academy
Toastmasters
Ochsner Health System and General ElectricConfidential & Proprietary Information
30
Educational Tracks
Performance Management: Crucial Conversations for Positive Results- 4hrs
Dealing with Difficult Behaviors- 2hrs
Performance Management: Crucial Conversations for Positive Results 1hr
Myers-Briggs: Understanding Type to Improve Interpersonal Effect - 4hrs
Effective Presentation Skills- 4hrs
Leadership: Influencing and Motivating -1.5hrs
Facilitation Skills- 2hrs
Time Management: Analyzing your Use of Time- 1hr
Personal Productivity Improvement: Managing Tasks and Maximizing Productivity- 1hr
Communicating Across Cultures – 2hr
Business Writing: How to Write Clearly and Concisely – 1hr
• Budgeting Operating Rhythm- 4 hrs
• KPIs/Dashboards- 4 hrs
• Building the Business Case- 2.5 hrs
• Action Planning in Action Pro- 1hr
• Essentials of Project Management- 7hrs
• Influencing and Motivating– 4 hrs
• Financial Acumen – 3 hrs
Track 2 – Management Skills
Classroom Training & Online E-Learning
Courses at Attendees Convenience
Total Hours: 23.5
Track 1 – Strategy
Classroom Training
June & November: (Proposed Timeline)
Estimated Total Hours: 25.5
Revenue Cycle Academy: Building the Talent Bridge O
nli
ne
Co
urs
e
Ochsner Health System and General ElectricConfidential & Proprietary Information
31
Suggested Educational Tracks for RCSPTrack 2
Classroom Training & Online E-Learning
Courses at Attendees Convenience
Total Hours: 8
Track 1
Classroom Training
Estimated Total Hours: 30
Live
• Leadership and Social Media - 3 hrs
• Time Management for the Revenue Cycle
Leader - 4hrs
• Managing Across Peers and Developing Peer
Relationships -3hrs
• LEM for Revenue Cycle 2 hrs
• Business Behavior – 2 hrs
• Presentation Skills – Delivering at DMOR
and Other Meetings – 4hrs
• Competencies & Leadership – 3hrs
• Coaching Skills – 3hrs
• Rapid Process Improvement Process -4hrs
• Quick Tips & Q & A with our HR Business
Partner – 2hrs
Live
• Managing Generations - 3hrs
• Creating a Culture of Engagement - 3hrs
• Conflict Management– 4 hrs.
Online
• Communicating With Different Cultures – 1 hr
• Personal Productivity Improvement: Managing
Tasks and Maximizing Productivity- 1hr (Also
Track 2 of RCLA)
• Communicating with Professionalism and
Etiquette- 1hr
Revenue Cycle Supervisor Program
Ochsner Health System and General ElectricConfidential & Proprietary Information
32
Revenue Cycle Initiative: Competencies/Skill Building (cont.)
Lunch and learns
Revenue Cycle Fellowship
Coding Courses
Finance Executive Coaching Academy
“Journey Through the Revenue Cycle”
Ochsner Health System and General ElectricConfidential & Proprietary Information
33
Revenue Cycle Initiative: Coaching/Mentoring/Sponsorship
Presentations at national and regional conferences
Publications in national and regional magazines/publications
Hosted peer groups from other health systems
Networking (internal and external)
Mentoring: one-on-one and group
Action planning on ALL goals in LEM
Ochsner Health System and General ElectricConfidential & Proprietary Information
34
Revenue Cycle Initiative: Coaching/Mentoring/Sponsorship (cont.)
Stretch assignments
Divisional Power of One events
LEAN education and sponsorship of projects
Frontline staff process improvement projects
Rotating director through system MORs
Ochsner Health System and General ElectricConfidential & Proprietary Information
35
Results: Engagement of Team Members
28.4%31.6%
36.3%
50.0% 51.0%
2012 2013 2014 2015 2016
Actively Engaged
13.0%
11.4%10.5%
7.6%
6.0%
2012 2013 2014 2015 2016
Actively Disengaged
95% of our leaders are above the
healthcare benchmark of 33%
Ochsner Health System and General ElectricConfidential & Proprietary Information
36
Operational Results
Since 2013
― Reduced consolidated AR days from 49 days down to 41 days
─ Clinic at 25 days; Hospital at 44 days
― Reduced AR over 90 days from 28% to 16%
― Reduced Admin Adjustments over baseline period (2016 = $14.3M benefit)
― Reduced Cost per Claim by 25% and Cost to Collect by 26%
― Improved clean claim rate and DNFB through collaboration w/ Operations and Revenue Cycle
― Recognized as Department of the Year by Ochsner Health System
Ochsner Health System and General ElectricConfidential & Proprietary Information
37
Key Takeaways
A culture that values personal development and career progression will see the results of its investment in an engaged, happy, and productive workforce
Talent development is not “one more thing to do,” it is part of our responsibility as leaders and the key to success from a metrics standpoint
Value added touches & innovation