Revenue Cycle Forum Tools

Real-life spreadsheets, policies, and other resources that you can download and start using—today!

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Tool Archive

Benchmarking & Forecasting

• University of Alabama Medical Center FY16 CMS Calculation File (March 2016) 

Billing and Collection

• Patient Notice of Liability (February 2017)
• Revenue Cycle Committee: Annual Meeting Plan (April 2016)
• System Downtime Processes (April 2016)
• CHRISTUS Health Insurance Exchange Enrollment Goal Tracking Report (February 2016)
• KPI Dashboard, Richmond University Medical Center (January 2016)
• Non-Cash Adjustment and Approval Policy (January 2016)
• An Estimated Patient Charges Packet from Aspen Valley Hospital (January 2015)

Budgeting

• Sample Financial Analysis Spreadsheet

CDM, Charge Capture, and Coding

• Charge Description Master Policy and Procedures (May 2017) 

Charity Care and Financial Counseling

• Trinity Health Weekly Loan Funding Program Report (July 2017)

ICD-10/5010

• Catholic Health East’s ICD-10 Workflow Analysis Survey (October 2013)

Job Descriptions

• Job Description: Accounts Representative (May 2014)
• Job Description: Cash Processing Specialist (September 2015)
• Job Description: Cashier (December 2014)
• Job Description: Cashier and A/R Coordinator (December 2014)
• Job Description: Cashier, Patient Access Financial Counselor (April 2015)
• Job Description: Cashier Supervisor (September 2014)
• Job Description: Charge Capture Coordinator (May 2013)
• Job Description: Clinical Reimbursement Analyst (May 2014)
• Job Description: Coding Reimbursement Analyst (June 2015)
• Job Description: Corporate Compliance Specialist (April 2015)
• Job Description: Denials Management Representative (November 2013)
• Job Description: Denial Prevention Specialist (September 2015)
• Job Description: Director, Chargemaster APC Coordination (April 2015)
• Job Description: Director Guest Services (December 2015)
• Job Description: Financial Counseling Supervisor (September 2014)
• Job Description: Financial Counselor (April 2015)
• Job Description: Insurance Verification Representative (June 2015)  
• Job Description: Lead Billing Representative (June 2015) 
• Job Description: Lead Patient Accounts Representative (April 2015)
• Job Description: Lead Payment Processing Coordinator (December 2015)
• Job Description: Managed Care Coordinator (September 2014)
• Job Description: Outpatient Patient Access Supervisor (June 2015)
• Job Description: Outpatient Patient Access Representative (Novmber 2014)
• Job Description: Patient Access Clerk (September 2015)
• Job Description: Patient Access Director (September 2015)
• Job Description: Patient Access Representative (September 2015)
• Job Description: Patient Access Representative: Emergency Department (April 2015)
• Job Description: Patient Access Representative, Scheduling and Preregistration (September 2015)
• Job Description: Patient Access Supervisor (December 2015)
• Job Description: Patient Access Training Manager (November 2014)
• Job Description: Patient Accounts Analyst (June 2015)
• Job Description: Patient Accounts Cashier (April 2015)
• Job Description: Patient Account Representative (June 2015)
• Job Description: Patient Accounts Supervisor (September 2014)
• Job Description: Patient Financial Services Business Systems Analyst (September 2015)
• Job Description: RAC Coordinator, Health Information Management (April 2015)
• Job Description: RAC Coordinator, Revenue Cycle (April 2015)
• Job Description: Revenue Cycle Analyst (September 2015)
• Job Description: Revenue Recovery Specialist (September 2015)
• Job Description: Radiology Access Representative (September 2015)
• Job Description: Senior Patient Accounting Representative (June 2015)
• Job Description: Senior Vice President of Revenue Cycle Operations (April 2017) 

Medicare

• Medicare Outpatient Observation Notice (June 2016)
• Notice Instructions: Medicare Outpatient Observation Notice (June 2016)
• Supporting Statement for the Part A Medicare Outpatient Observation Notice (June 2016)

Patient Access

• Cash Posting Staffing Productivity Model (December 2017)
• Payment Posting Productivity Template (December 2017) 
• University Hospitals Patient Access Dashboards (October 2015) 

Patient-Friendly Billing Materials

• Patient’s Guide to Paying for Services (August 2017)
• Outpatient Dept Medicare Coinsurance Letter, Houston Hospital (August 2015)
• Outpatient Dept Medicare Coinsurance Letter Handout, Houston Hospital (August 2015)

Policies and Procedures

• CenterPointe Financial Assistance Policy (February 2019)
• Medical Sharing Organization Letter (October 2018)
• Chargemaster Set Up and Maintenance Policy and Form (July 2016)
• Third-Party Business Office Checklist Document (July 2016)

Productivity and Process Improvement

• Claim Audit Scorecard (October 2018)
• Productivity Log (October 2018)
• Quarterly Dashboard: Scanning Reduction Efforts by Document Type, 2016 (October 2016)
• Emory Clinic’s Revenue Cycle Department Performance Dashboard (July 2016)
• Revenue Cycle Department Biller Scorecard (May 2015)
• Revenue Cycle Staff Retention Checklist (July 2015)

Registration, Scheduling, and Verification

• Steps for Confirming Patient Insurance Coverage Eligibility (April 2017) 

Revenue Cycle Governance Structure

• Information Governance Subcommittee Structure (February 2017)
• Information Governance Program Charter (February 2017) 
• Revenue Cycle Governance Structure (April 2015)

Scripts for Patient Collections

• Point-of-Service Scripting (August 2017)

Staff Development

• Registration Staff Requirements (January 2019)
• Centralized Revenue Cycle Organization Chart, CentraCare Health (October 2015)
• Centralized Revenue Cycle Organization Chart, Meadville Medical Center Health System (October 2015)
• Centralized Revenue Cycle Organization Chart, Nebraska Medical Center (October 2015)