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Revenue Cycle Education Program

Library Summary

Introduction Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Administrators, Board Member, Physicians, Physician Office Staff, Nursing/Clinicians, Managers, Ancillary Services, and Support Services.

  • Introduction to the Revenue Cycle
  • Introduction to Revenue Cycle Terminology
  • Payer Identification
  • Registration’s Link to the UB-04
  • Bill Submission Tools
  • Coding Basics
  • Understanding Reimbursement
  • Compliance... The Buzz
  • Denial Management 101

Patient Access Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Administrators, Board Member, Physicians, Physician Office Staff, Nursing/Clinicians, Managers, Ancillary Services, and Support Services.

  • Who Are Our Customers?
  • How Patients Access Care
  • Intake… What is it All About?

Demographics Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Physician Office Staff, Managers, and Ancillary Services.

  • The Match Game
  • The Key Players
  • Getting to Know You
  • All About the Key Players
  • Demographics – Oops!

The Encounter Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Physicians, Physician Office, Nursing/Clinicians, Managers, and Ancillary Services.

  • Just What the Doctor Ordered
  • Encounter Information of Another Kind
  • The Encounter – Oops!

Health Insurance Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Physicians, Physician Office, Nursing/Clinicians, Managers, and Ancillary Services.

  • Let's Play Cards
  • Medicare-World of Medicare
  • Medicare-Front Office and Medicare
  • Medicaid-Michigan
  • TRICARE & CHAMPVA
  • Health Insurance- Other Plans
  • Health Insurance - Oops!

Verification Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Physician Office Staff, Managers, and Ancillary Services.

  • Verification Defined
  • The Verification Flow
  • Verification - Oops!

 

Coordination of Benefits Course Bundle : Audience: Patient Accounts, Patient Access, HIM*, Finance*, and Information Technology*, Information Technology*, Administrators*, Board Member*, Physicians*, Physician Office Staff*, Nursing/Clinicians*, Managers*, Ancillary Services*, and Support Services*.

  • What is Coordination of Benefits?*
  • Determining Coordination of Benefits*
  • Medicare Secondary Payer Introduction*
  • MSP Determination Process*
  • MSP Documentation
  • Workers' Compensation Assignment
  • Auto Insurance Assignment
  • Residential Accident Assignment
  • Public Location Accident Assignment
  • Entity Request Determination Process
  • Multiple Plan COB Determination Process
  • Coordination of Benefits - Oops!*

 

What Do I Owe? Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, Information Technology, Administrators, Board Member, Physicians, Physician Office Staff, Nursing/Clinicians, Managers, Ancillary Services, and Support Services.

  • The Balancing Act
  • Collection Touch
  • Payment Solutions
  • Communicating for Collection
  • What Do I Owe? - Oops!

 

Anatomy of a UB Course Bundle : Audience: Patient Access, Patient Accounts, HIM, Finance, and Information Technology.

  • The New World:  UB-04 Preparation
  • Direct from the Horse's Mouth
  • All About Me
  • Once Upon a Time
  • Show Me the Money
  • One of a Kind
  • All in the Family

 

Validating a Bill Course Bundle: Audience: Patient Accounts, Patient Access*, HIM*, Finance*, and Information Technology.

  • Building a Bill*
  • Validating a Basic Inpatient Bill
  • Validating an Acute Inpatient Bill
  • Validating a Combined Admit Inpatient Bill
  • Validating a Mental Health Inpatient Bill
  • Validating a Rehabilitation Inpatient Bill
  • Validating Mom and Baby Inpatient Bills
  • Validating a Basic Outpatient Bill
  • Validating an Emergency Outpatient Bill
  • Validating an Observation Outpatient Bill
  • Validating a Surgery/Procedure Outpatient Bill
  • Validating Other Outpatient Bills
  • Validating a Therapy Outpatient Bill

Third Party Follow-Up Techniques Course Bundle: Audience: Audience: Patient Accounts, Patient Access*, HIM*, Finance*, and Information Technology.

  • Life of a Bill*
  • Follow-Up in a Nutshell – Part I*
  • Follow-Up in a Nutshell – Part II*
  • The Nuts & Bolts of Payments*
  • Medicare Follow-Up
  • Medicare Denials
  • Medicare Remittance Advice
  • Medicaid - Michigan Follow-up
  • Blue Cross - General Follow-up
  • Blue Cross - Michigan Follow-up
  • Blue Cross Michigan - Web DENIS
  • Blue Cross Michigan - COB
  • Commercial and other Payer Follow-up

Introduction Learning Bundle

Introduction to the Revenue Cycle

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the revenue cycle of a Patient, departments and players in the revenue cycle, third party payers, the types of bills sent, revenue cycle tools, methods of payment, the importance of compliance, and what HIPAA means.

Course Learning Objectives:

  • Define the revenue cycle.
  • Identify some of the departments and players and their possible role in the revenue cycle.
  • Name the hospital and professional/physician billing forms.
  • Cite the importance of compliance in the revenue cycle.

Introduction to Revenue Cycle Terminology

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces common healthcare terms, abbreviations, and acronyms associated with revenue cycle processes.

Course Learning Objectives:

  • Recognize key revenue cycle terms and acronyms.

Payer Identification

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces how payers are identified and verified during the patient intake process.

Course Learning Objectives:

  • Define verification.
  • Recognize methods used to verify payer information.

Registration's Link to the UB-04

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the relationship of the data captured and entered into a Patient’s account, at the time of patient intake; to the production of a clean UB-04 claim form.

Course Learning Objectives:

  • Identify the four sections of the UB-04.
  • Recognize how information obtained during patient intake is used in the creation of a UB-04.
  • Recognize the financial impact of incorrect payer assignment.

Bill Submission Tools

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the computer systems utilized to generate paper and electronic bills.

Course Learning Objectives:

  •   Recognize bill submission tool

Coding Basics                                                                                                          

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the two healthcare coding systems. ICD-9-CM codes used to describe the diagnosis and procedures associated with a Patient’s visit. HCPCS codes used to describe procedures, tests and supplies associated with a Patient’s visit.

Course Learning Objectives:

  • Name the two healthcare clinical coding systems.
  • Differentiate the two coding systems.
  • Define Patient Financial Services role in code assignment.

Understanding Reimbursement

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the definition of reimbursement, methods of calculating reimbursement, and the reimbursement puzzle.

Course Learning Objectives:

  • Define reimbursement.
  • Define a third party payer contract.
  • Recognize the characteristics of reimbursement.
  • Differentiate between the terms charges, reimbursement, and contractual adjustment.
  • Select, when given its definition, the reimbursement methodology for: total charges, discount on charges, cost based, per diem, fee for service, IPPS/DRG, OPPS, and capitation.

Compliance… The Buzz

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the issues surrounding compliance, specifically Medicare's billing, reimbursement, and coding policies, as well as the Office of the Inspector General's (OIG) work plan.

Course Learning Objectives:

 

  • Define the False Claims Act.
  • Define the Office of the Inspector General and recognize its abbreviation.
  • Define the Centers for Medicare and Medicaid Services and list its abbreviation.
  • Name two federal entities that assist with fraud and abuse investigations (The Federal Bureau of Investigation and the Department of Justice).
  • List four common types of billing errors.
  • Specify your role as it relates to compliance.
  • Recognize the impact of compliance errors.

Denial Management 101

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25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the denial management process, including common types of denials, methods of monitoring and tracking denials, and the impact denials have on the financial success of the hospital.

Course Learning Objectives:

  • Define denial management.
  • List four common types of payment denials.
  • Cite methods of tracking and monitoring payment denials.
  • Recognize the financial impact of payment denials.

Patient Access Learning Bundle

Who are Our Customers?

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies healthcare customers and methods of interaction and communication.

Course Learning Objectives:

  • Identify healthcare customers.
  • Name four customer focused communication characteristics.
  • Identify methods of communicating with healthcare customers.

How Patients Access Care

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies how Patients access care in the hospital.

Course Learning Objective:

  • Identify the patient access methods within a hospital.

Intake… What is it All About?

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies patient intake methods utilized at the hospital.

Course Learning Objectives:

  • Define intake.
  • Identify intake sources.
  • Name intake methods.

Demographics Learning Bundle

The Match Game

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies MPI search steps to ensure the correct Patient is identified and medical record number assigned, if appropriate.

Course Learning Objectives:

  • Define the master patient index.
  • Apply the MPI search flow process.
  • Identify the impact of an MPI search and assignment error.

The Key Players

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the individuals for whom demographic information is obtained during the patient intake process.

Course Learning Objectives:

  • Define demographic information.
  • Name the key players and their roles in a Patient's visit.
  • Differentiate between a Patient, Guarantor, Nearest Relative, Insured, and Emergency Contact.

Getting to Know You

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the key demographic elements that should be captured during patient intake.

Course Learning Objectives:

  • Cite the "getting to know you" techniques.
  • Identify demographic information that is gathered during patient intake.
  • Apply the "getting to know you" techniques when gathering demographic information at patient intake.

All About the Key Players

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies information that should be obtained about the key players at the time of patient intake.

Course Learning Objectives:

  • Identify the correct Guarantor, Nearest Relative, Insured(s), and Emergency Contact.
  • Complete required demographic information for the Guarantor, Nearest Relative, Insured(s), and Emergency Contact.

Demographics - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen if complete and correct demographic information is not obtained during patient intake.

Course Learning Objective:

  • Recognize the impact incorrect demographic information has on several clinical and financial processes within the revenue cycle.

The Encounter Learning Bundle

Just What the Doctor Ordered

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the components of a complete physician order, types of physician orders, and the information obtained from a physician order.

Course Learning Objectives:

  • Identify services that can be provided without a physician order.
  • Cite the components of a complete physician order.
  • Define physician order authentication methods.
  • Name the methods physician orders are communicated.
  • Select the key components on various inpatient and outpatient orders.
  • Analyze a physician order and identify the missing key components.

Encounter Information of Another Kind

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies encounter information gathered at patient intake.

Course Learning Objectives:

  • Define the physician and clinical encounter information obtained during patient intake.
  • Complete the physician and clinical encounter information associated with a visit.
  • Define the visit specific encounter information obtained during patient intake.
  • Complete the visit specific encounter information associated with a visit.

The Encounter - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen if complete and correct encounter information is not obtained during patient intake.

Course Learning Objective:

  • Recognize the impact incorrect encounter information has on several clinical and financial processes within the revenue cycle.

Health Insurance Learning Bundle

Let's Play Cards

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies information that is available on a Patient’s health insurance card.

Course Learning Objectives:

  • Cite key payer information obtained from a health insurance card.
  • Identify key payer information available on a Medicare card.
  • Identify key payer information available on a TRICARE card.
  • Identify key payer information available on a Blue Cross Blue Shield insurance card.
  • Identify key payer information available on a commercial health insurance plan card.
  • Identify key payer information available on a health maintenance organization card.
  • Distinguish the differences between the five health insurance cards.

Medicare - World of Medicare

1.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces Medicare, a government health insurance program, through a CMS offered course entitled "World of Medicare."

Course Learning Objectives as documented in the World of Medicare course offered by CMS:

  • State the purpose of Medicare.
  • Describe the history of Medicare.
  • Differentiate between Medicare Part A, Part B, and Medicare +Choice coverage.
  • Describe the roles of agencies and contractors in the Medicare system.
  • Describe the Medicare claims processing system.
  • Describe the role of the provider in the Medicare system.
  • Identify Medicare beneficiaries.
  • Describe the Medicare benefit options for beneficiaries.
  • Describe Medicare deductible and coinsurance beneficiary obligations.
  • Identify the types of Medicare education resources available through your regional Medicare contractor.
  • State the location of the Medicare Web-Based Training (WBT) courses.
  • List the topics of the Medicare WBT courses.

Medicare - Front Office and Medicare

1.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces Medicare, a government health insurance program, through a CMS offered course entitled "Front Office and Medicare.

Course Learning Objectives as documented in the Front Office and Medicare course offered by CMS:

  • Define Medicare.
  • Describe the basic components of Medicare coverage.
  • Differentiate between Medicare Part A, Part B, and Part C coverage.
  • Describe the eligibility requirements for Medicare Part A and Part B.
  • Identify the types of coverage available to a Medicare Beneficiary.
  • Identify the three basic tasks for receiving a Medicare Patient prior to service.
  • Define Medigap, Medicaid, and Crossover.
  • Describe how a Beneficiary could be covered for medical expenses in addition to Medicare coverage.
  • Determine if Medicare is the primary or secondary insurer for a Patient.
  • Explain why a Written Advance Notice and a Medicare Development Letter are important and how to use them.

 

Medicaid - Michigan

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces Michigan Medicaid, a government health insurance program, through an online course offered by the State of Michigan.

Course Learning Objectives as documented in the Medicaid Managed Care course by Michigan Medicaid.

Gain an understanding of:

  • What manged care is.
  • What coverage is available under Michigan Medicaid Managed Care
  • Who the partners are
  • How the partners work together
  • How the enrollment process works
  • Who must, may, and may not enroll
  • How beneficiaries enroll
  • How the complaint process works

TRICARE and CHAMPVA

1.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces TRICARE and CHAMPVA, two military health insurance programs.

Course Learning Objectives:

  • Define TRICARE.
  • Recognize benefit categorizes of eligible beneficiaries.
  • Locate the TRICARE website as a reference tool.
  • Define CHAMPVA.
  • Recognize eligible beneficiaries
  • Recognize the difference between TRICARE and CHAMPVA.
  • Locate the CHAMPVA website as a reference tool.

Health Insurance - Other Plans

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces other health insurance payers, such as Blue Cross Blue Shield, Health Maintenance Organizations, and commercial health insurance plans.

Course Learning Objectives:

  • Define a provider contractual agreement.
  • Define participating and nonparticipating provider.
  • Differentiate the payment limits between participating and nonparticipating providers.
  • Define Blue Cross Blue Shield.
  • Determine the local plan for your geographic area.
  • Complete the steps required to link to your local plan's website.
  • Define a health maintenance organization.
  • Define a commercial health insurance plan.

Health Insurance - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen if complete and correct payer information is not obtained during patient intake.

Course Learning Objectives:

  • Recognize the impact incorrect health insurance information has on several clinical and financial processes within the revenue cycle.

Verification Learning Bundle

Verification Defined

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the Verification Flow and its components.

Course Learning Objectives:

  • Cite key demographic information obtained and verified during the patient intake process.
  • Cite key encounter information obtained and verified during the patient intake process.
  • Recognize the verification flow and its steps.
  • Define eligibility period.
  • Define authorization.
  • Define pre-certification.
  • Define referral.
  • Define benefit level.
  • Recognize the cost versus benefit of completing a verification step.

The Verification Flow

2.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies how to complete the Verification Flow.

Course Learning Objectives:

  • List the steps in the Verification Flow.
  • Define the payer confirmation steps - eligibility, authorization, and benefit.
  • Differentiate between eligibility, authorization, and benefit.
  • Cite eligibility confirmation methods.
  • Identify information needed for eligibility confirmation.
  • Cite authorization confirmation methods.
  • Identify information needed for authorization confirmation.
  • Cite benefit confirmation methods.
  • Identify information needed for benefit confirmation.
  • Define forms and signatures presented or obtained as part of the verification flow.
  • Recognize documentation requirements and standards.
  • Apply the Verification Flow process.

Verification - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen if verification of the demographic, payer, and encounter information is not completed.

Course Learning Objectives:

  • Recognize the impact incorrect payer information has on several clinical and financial processes within the revenue cycle.

Coordination of Benefits Learning Bundle

What is Coordination of Benefits?

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces the term coordination of benefits.

Course Learning Objectives:

  • Define coordination of benefits (COB) and its importance in the revenue cycle.
  • Recognize when COB is and is not an issue with regard to payer assignment.
  • Cite the Patient's, hospital's, and payer's role in determining COB.

Determining Coordination of Benefits?

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies how to determine coordination of benefits.

Course Learning Objectives:

  • Sequence and list the steps in the COB flow.
  • Define the term Medicare Secondary Payer.
  • Distinguish a Medicare Beneficiary.
  • Sequence and list the steps in the Accident Determination Process.
  • Identify a work related injury/illness.
  • Identify an auto related accident/injury.
  • Define no-fault auto insurance.
  • Identify a residential accident/injury.
  • Define liability.
  • Identify a public location accident/injury
  • Identify if another entity sent the Patient for care.
  • Identify if the Patient is a Beneficiary of multiple health insurance plans.

Medicare Secondary Payer Introduction

1.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course introduces Medicare Secondary Payer.

Course Learning Objectives:

  • Locate and use the Medicare COB website as a reference tool.
  • Define the term Medicare Secondary payer (MSP).
  • Recognize insurance usually excluded or unrelated from MSP.
  • Identify situations where Medicare may be the secondary payer.
  • Recognize the Medicare coverage chart.
  • Distinguish when Medicare is the primary payer.

MSP Determination Process

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Medicare Secondary Payer Determination Process.

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  • Identify if the Patient is a Medicare Beneficiary.
  • Categorize the MSP Determination Process steps.
  • Apply the MSP Determination Process to determine if Medicare is the secondary payer.

MSP Documentation

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies information that should be gathered and documented to support the Medicare Secondary Payer requirements.

Course Learning Objectives:

  • Define CMS's common working file (CWF).
  • Recognize information maintained in the CWF.
  • Apply the MSP Determination Process to determine the payer documentation requirements.

Workers' Compensation Assignment

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Workers’ Compensation Assignment Process.

Course Learning Objectives:

  • Apply the COB Flow and Accident Determination Process to determine if the Patient's visit is a work related injury or illness.
  • Complete the Workers' Compensation Assignment Process.
  • Define acknowledgement.
  • Identify methods for obtaining an acknowledgement.
  • Complete the acknowledgement gathering process for Workers' Compensation plans.
  • Define eligibility period for Workers' Compensation plans.
  • Define benefit level for Workers' Compensation plans.
  • Define authorization for Workers' Compensation plans.
  • Complete the authorization gathering process for a Workers' Compensation plan.
  • Complete accident information gathering requirements.
  • Assign, if appropriate, a Workers' Compensation plan as part of the COB determination process.
  • Sequence the Workers' Compensation Assignment steps: acknowledgement, authorization, and documentation.

Auto Insurance Assignment

1.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Auto Insurance Assignment Process.

Course Learning Objectives:

  • Apply the COB Flow and Accident Determination Process to determine if the Patient's visit is an auto related accident/injury.
  • Complete the Auto Insurance Assignment Process.
  • Define no-fault auto insurance.
  • Determine auto insurance assignment priority via the use of the no-fault assignment criteria (Michigan).
  • Define eligibility period for auto insurance plans.
  • Define benefit level for auto insurance plans.
  • Define authorization for auto insurance plans.
  • Complete the authorization gathering process for an auto insurance plan.
  • Complete accident information gathering requirements.
  • Assign, if appropriate, an auto insurance plan as part of the COB determination process.
  • Sequence the Auto Insurance Assignment steps: no-fault assignment, authorization, and documentation.

Residential Accident Assignment

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Residential Accident Assignment Process.

Course Learning Objectives:

  • Apply the COB Flow and Accident Determination Process to determine if the Patient's visit is a residential accident/injury.
  • Complete the Residential Accident Assignment Process.
  • Determine the location of the residential accident.
  • Determine payer assignment priority based on the residential accident location.
  • Define authorization for a residential accident/injury.
  • Complete the authorization gathering process for the identified payers.
  • Complete accident information gathering requirements.
  • Assign payers, if appropriate, for a residential accident as part of the COB determination process.
  • Sequence the Residential Accident Assignment Process steps: determine location, authorization, and documentation.

Public Location Accident Assignment

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Public Location Accident Assignment Process.

Course Learning Objectives:

  • Apply the COB Flow and Accident Determination Process to determine if the Patient's visit is a public location accident/injury.
  • Complete the Public Location Assignment Process.
  • Define acknowledgement.
  • Identify methods for obtaining an acknowledgement.
  • Complete the acknowledgement gathering process for a public location accident.
  • Define liable party.
  • Complete the authorization gathering process for a public location accident.
  • Complete accident information gathering requirements.
  • Assign, if appropriate, a public location/liable party as part of the COB determination process.
  • Sequence the Public Location Assignment steps: acknowledgement, authorization, and documentation.

Entity Request Determination Process

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Entity Request Determination Process.

Course Learning Objectives:

  • Apply the COB Flow to determine if the Patient's visit is the result of an entity request.
  • Complete the Entity Request Determination Process.
  • Define acknowledgement.
  • Identify methods for obtaining an acknowledgement.
  • Complete the acknowledgement gathering process for an entity request.
  • Complete the authorization gathering process for an entity request.
  • Complete the payer information gathering requirements.
  • Assign, if appropriate, another entity/payer as part of the COB determination process.
  • Sequence the Entity Request Determination process steps: acknowledgement, authorization, and documentation.

Multiple Plan COB Determination Process

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Multiple Plan COB Determination Process.

Course Learning Objectives:

  • Apply the COB Flow to determine if there are multiple health insurance plans involved.
  • Complete the Multiple Plan COB Determination Process.
  • Cite information gathering methods and techniques.
  • Recognize issues regarding the Patient's relationship to the Insured and how they relate to health plan COB assignment.
  • Apply the Patient relationship rules as part of the COB assignment process.
  • Define the birthday rule.
  • Apply the birthday rule as part of the COB assignment process.
  • Cite payer verification tools.
  • Identify ways to determine if an authorization is required.
  • Complete the authorization gathering process for a health plan.
  • Complete the payer information gathering requirements.
  • Assign, if appropriate, one or more health insurance plans as part of the COB determination process.
  • Sequence the Multiple Plan COB Determination process steps: information gathering, analysis and verification, authorization, and documentation.

Coordination of Benefits - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen if the coordination of benefits assignment is not correct prior to billing.

Course Learning Objectives:

  • Recognize the impact incorrect COB assignment and payer data gathering has on several financial processes within the revenue cycle.

What Do I Owe? Learning Bundle

The Balancing Act

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the components of a patient balance.

Course Learning Objectives:

  • Define the terms self-pay, patient balance, and out-of-pocket.
  • Define copay and cite methods of determining a copay amount.
  • Define deductible.
  • Define coinsurance.
  • Identify location and provider specific deductibles and coinsurance examples.
  • Recognize noncovered services.
  • Identify account information used to determine a patient balance.
  • Recognize a patient balance.
  • Identify the account balance distribution method, how payer buckets are filled, within a computer system.
  • Identify account note information and why it is important.
  • Identify transaction postings and why they are important.

Collection Touch

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the components of a collection policy and the Collection Flow.

Course Learning Objectives:

  • Define a collection touch.
  • Recognize current issues and trends related to collecting healthcare bills.
  • Differentiate current and past due patient balances.
  • Cite up-front collection touch opportunities.
  • Cite back-end collection touch opportunities.
  • Identify collection policy presentation methods.
  • Cite payment solutions.
  • List the steps in the Collection Flow.
  • Differentiate between the four up-front collection techniques.
  • Differentiate between the five back-end collection techniques.

Payment Solutions

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies payment solutions that can be a component of the hospital’s collection policy.

Course Learning Objectives:

  • Define the payment solutions: payment in full, payment arrangement, and financial options.
  • Distinguish the characteristics of internal and external payment arrangement programs.
  • Cite the components of a payment arrangement.
  • Identify alternative payers that may be considered a financial option.
  • Define financial assistance.

Communicating for Collection

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the Collection Communication Cycle.

Course Learning Objectives:

  • Cite communication style characteristics.
  • Recognize your role in collecting a patient balance.
  • Name the components of the Collection Communication Cycle: review, ask, listen, and close.
  • Apply the Collection Communication Cycle: review, ask, listen, and close.
  • Apply appropriate communication style characteristics.

 

Collection Correspondence Cycle

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies how patient balances are managed and collected..

Course Learning Objectives:

  • Define the Collection Correspondence Cycle.
  • Cite collection communication options.
  • Identify methods used to manage back-end collection touches.
  • Distinguish the four types of collection tools: aged trial balances, online work list, automated telephone system, and other computer reports.
  • Define a delinquent balance.
  • Recognize pre-collection and early out programs.
  • Recognize Medicare bad debt criteria.

What Do I Owe? - Oops!

.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies what can happen when the patient/guarantor balances are not collected as soon as possible.

Course Learning Objectives:

  • Recognize the impact of completing the Collection Flow, the Collection Communication Cycle, and the Collection Correspondence Cycle has on cash flow.

Anatomy of a UB Learning Bundle

The New World:  UB-04 Preparation

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

 

Course Description: This course identifies the changes, deletions, and additions between the UB-92 claim form and the new form (UB-04) which was allowed March 1, 2007 and mandated May 23, 2007.

Course Learning Objectives:

  • Identify and select specific reference material related to the UB form.
  • Match specific form locator numbers to the locator name.
  • Cite which form locator numbers have been deleted.
  • Identify form locator numbers that have been added.
  • List form locator numbers that have been modified.
  • Name when the Present On Admission (POA) Indicator is used and where it is placed.

 

Direct From the Horse's Mouth

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the UB data elements provided through system input or calculation.

Course Learning Objectives:

  • Identify and select specific reference material from the NUBC, official manual.
  • Match specific form locator numbers to the locator name.
  • Cite the source and/or methodology for completing form locators 1,2, 5, 45(line 23), 52, 53, and 66.
  • Distinguish possible remedies to incorrect or missing form locator data.

All About Me

2.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the UB data elements obtained about the Patient at the time of patient intake or discharge.

Course Learning Objectives:

  • Identify and select specific reference material from the UB manual.
  • Match specific form locator numbers to the locator name.
  • Cite the source and/or methodology for completing form locators 3a, 3b, 6, 8-17, 50, 56, 57a-c, 58-63a-c, 65a-c, 69, 70a-c, 76-77.
  • Distinguish possible remedies to incorrect or missing form locator data.

Once Upon a Time

2.0 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the UB data elements that tell the story of the Patient’s visit.

Course Learning Objectives:

  • Identify and select specific reference material from the UB manual.
  • Match specific form locator numbers to the locator name.
  • Cite the source and/or methodology for completing form locators 4, 18-28, 31-41a-b, 35-36ab, 39-41a-3, 67, 67a-q, 69, 70a-c, 71, 72a-c, 74, 74a-e, 77, 78-79, and 81a-d.
  • Distinguish possible remedies to incorrect or missing form locator data.

Show Me the Money

1.25 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the charge related UB data elements.

Course Learning Objectives:

  • Identify and select specific reference material from the UB manual.
  • Match specific form locator numbers to the locator name.
  • Cite the source and/or methodology for completing form locators 42-48, lines 1-23 and 54-55a-c.
  • Distinguish possible remedies to incorrect or missing form locator data.

One of a Kind

.75 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies the UB data elements that are unique by patient and/or payer type.

Course Learning Objectives:

  • Identify and select specific reference material from the UB manual.
  • Match specific form locator numbers to the locator name.
  • Cite the source and/or methodology for completing Value Codes 82 and 83 in FL 39-41a-d, form locators 63a, 64a-c and 80.
  • Distinguish possible remedies to incorrect or missing form locator data.

All in the Family

.75 CEU credits by the National Association of Health Care Access Management (NAHAM) Course Description: This course identifies related UB data elements.

Course Learning Objectives:

  • Distinguish the relationship of FL 6, FL 46, and value Code 80 in FL, 39-41a-d.
  • Distinguish the relationship of FL 31-34a-b, FL 35-36a-b, FL 39-41a-u, as well as Value Codes 80 & 81.
  • Distinguish the relationship of FL 48 to Value Code 80.
  • Distinguish the relationship of FL 3b and FL 8b.
  • Distinguish the relationship of FL 4 to FL 42-47, lines 1-23.
  • Distinguish the relationship of FL 50a-c, FL 56, FL 57a-c, and FL 76.

Validating a Bill Learning Bundle

Building a Bill

.50 CEU credits by the National Association of Health Care Access Management (NAHAM)

Course Description: This course identifies how a bill is created, beginning with a single line diagnostic test, adding charges, and changing the patient type to create new bill types.

Course Learning Objectives:

  • Define a chronic condition, screening visit, and acute problem.
  • Recognize specific UB-04 form locators and data associated with a chronic condition visit.
  • Recognize specific UB-04 form locators and data associated with a screening exam visit.
  • Recognize specific UB-04 form locators and data associated with an emergency visit.
  • Recognize specific UB-04 form locators and data associated with an emergency visit that becomes an observation visit.
  • Recognize specific UB-04 form locators and data associated with an emergency visit that becomes an inpatient stay.
  • Recognize specific UB-04 form locators and data associated with a diagnostic MRI visit.
  • Recognize specific UB-04 form locators and data associated with an outpatient surgery visit.
  • Recognize specific UB-04 form locators and data associated with physical therapy visits.

Validating a Basic Inpatient Bill

1.5 CEU credits

Course Description: This course identifies the components of an inpatient basic claim and bill validation techniques.

Course Learning Objectives:

  • Evaluate the hundreds of codes available and 81 form locators of an inpatient basic claim; analyze and validate that the codes and data are appropriate prior to claim submission.
  • Sequence the revenue codes in FL 42 appropriately.
  • Assign the correct type of bill in FL 4.
  • Calculate the appropriate total charge for the room rate revenue code, based on information in FL 6, 44, and 46 - Statement Covers Period, HCPCS/Rates, and Service Units.
  • Arrange appropriate information in Lines A, B, and C of FL 50 to 66 - the Payer, Provider, Insured, and Employer information.
  • Decide when an E-diagnosis code is needed in FL 72a-c.
  • Determine which revenue codes mandate procedure codes in FL 74 and 74a-e.
  • Evaluate physician name information and code requirements for FL 76 and identify when a surgeon's name/code is required in FL 77.
  • Determine which form locators must be completed versus form locators that may be completed but are not critical to claim processing.

Validating an Acute Inpatient Bill

1.0   CEU credits

Course Learning Objectives:

  • Evaluate the hundreds of codes available and 81 form locators of an inpatient mental health admit; analyze and validate that the codes and data are appropriate prior to claim submission.
  • Sequence the revenue codes in FL 42 appropriately.
  • Assign the correct type of bill in FL 4.
  • Calculate the appropriate total charge for the room rate revenue code, based on information in FL 6, 44, and 46 - Statement Covers Period, HCPCS/Rates, and Service Units.
  • Analyze Condition Codes, Occurrence Codes, and Value Codes - FL 18 to 41, select appropriate codes, delete incorrect codes, and select correct codes.
  • Evaluate attending physician's information and code requirements for FL 76 and identify when a surgeon's name/code is required in FL 77.
  • Determine which form locators must be completed versus form locators that may be completed but are not critical to claim processing.
  • Evaluate the Discharge Status Code, FL 17, if it is appropriate, its impact on reimbursement, and recognize the penalties involved is the code is incorrectly assigned.
  • Arrange appropriate information in Lines A, B, and C of FL 50 to 66 - the Payer, Provider, Provider NPI, Insured, and Employer information.
  • Decide when an ECI-diagnosis code is needed in FL 72a-c.
  • Determine which revenue codes mandate procedure codes in FL 74 and 74a-e.

 

Validating a Combined Admit Inpatient Bill

.50 CEU credits

Course Description: This course identifies the components of two inpatient admissions which are combined onto one claim and bill validation techniques.

Course Learning Objectives:

  • Evaluate the hundreds of codes available and 81 form locators of an inpatient combined admit; analyze and validate that the codes and data are appropriate prior to claim submission.
  • Define what is an inpatient combined claim and some characteristics of this type of patient.
  • Determine the appropriate revenue code for an inpatient combined claim and sequence it appropriately.
  • Determine which form locators must be completed versus form locators that my be completed but are not critical to claim processing.
  • Select the appropriate revenue code for a leave of absence and sequence it appropriately.
  • Determine when inpatient accounts should be combined.
  • Define which departments are involved in the inpatient combine process.

 

Validating a Mental Health Inpatient Bill

.50 CEU credits

Course Description: This course identifies the components of an inpatient mental health claim and bill validation techniques.

Course Learning Objectives:

  • Evaluate the hundreds of codes available and 81 form locators of an inpatient mental health admit; analyze and validate that the codes and data are appropriate prior to claim submission.
  • Determine the appropriate revenue code for a mental health claim and sequence it appropriately.
  • Define a court-ordered admission and some of the benefits offered for mental health.
  • Identify mental health diagnoses codes, FL 67, 67 a-q, and 69.
  • Determine which form locators must be completed versus form locators that may be completed but are not critical to claim processing.

 

Validating a Rehabilitation Inpatient Bill

.50 CEU credits

Course Description: This course identifies the components of an inpatient rehabilitation claim and bill validation techniques.

Course Learning Objectives:

  • Evaluate the hundreds of codes available and 81 form locators of an inpatient rehabilitation admit; analyze and validate that the codes and data are appropriate prior to claim submission.
  • Define an inpatient rehabilitation patient and some characteristics of this type of patient.
  • Determine the appropriate revenue code for an inpatient rehabilitation claim and sequence it appropriately.
  • Evaluate attending physician's information and code requirements for FL76 and identify when a surgeon's name/code is required in FL77.
  • Determine which form locators must be completed versus form locators that may be completed but are not critical to claim processing.

Validating Mom and Baby Inpatient Bills