財務健康檢查.pdf

1、Financial Health CheckLauralynn MealingaxiUm Application ConsultantEmail: Phone:604-468-6820 x122Sandi AcresaxiUm Solutions Consultant-Customer Success teamEmail: Phone:604-468-6820 x138DonationsDonationsGrantsGrantsTuitionTuitionSources of fundingClinic Clinic OperationsOperationsSources of funding

2、DonationsDonationsGrantsGrantsTuitionTuitionProblem:What symptoms are you seeing related to financial health?Diagnosis:How can you identify possible sources of the problem?Treatment:Actions to resolve the problem and prevent it from reoccurring.Financial health checkReduce ExpensesManage your financ

3、ial healthIncrease RevenueFind EfficienciesSuggested session to attendaxiUm Community articleIncrease revenueManage adjustmentsCapture all chargesMaximize your ScheduleManage fees&insuranceManage adjustmentsIncrease revenueHigh cost of adjustmentsRun allocations reportAdjustment controlsaxiUm Commun

4、ity articleManage adjustmentsIncrease revenueHigh cost of adjustmentsRun allocations reportAdjustment controlsaxiUm Community articleCapture all chargesIncrease revenueMissing chargesMissing Charges report by clinicAppointment&status bar indicatorsaxiUm Community articleCapture all chargesIncrease r

5、evenueMissing chargesMissing Charges report by clinicAppointment&status bar indicatorsaxiUm Community articleaxiUm Community articleaxiUm Community articleMaximize your scheduleIncrease revenueChair Utilization breakout 2 p.m.today!Training Day Scheduler Expert sessionEmpty chairsFailed/Cancelled Ap

6、pt ViewChair Utilization ReportWait ListsAppointment ExpertaxiUm Community articleInfo Manager Appt History ViewaxiUm Community articleMaximize your scheduleIncrease revenueChair Utilization breakout 2 p.m.today!Training Day Scheduler Expert sessionEmpty chairsFailed/Cancelled Appt ViewChair Utiliza

7、tion ReportWait ListsAppointment ExpertaxiUm Community articleManage fees&insuranceIncrease revenuePatient Balances are highInfo Manager ViewsBenefit Plan CleanupBenefit Plan Cleanup Friday TrainingaxiUm Community articleFind efficienciesSUBTITLE GOES HERECentralize billings&collectionsStreamline st

8、atement processingElectronic claim solutionsCentralize billings&collectionsFind efficienciesBOTH Patient&Insurance A/R Difficult to manageConvenient locationBilling&Collection“Masters”Electronic claim solutionsFind efficienciesStaff bogged downImportant tasks delayedElectronic claims,remittances&att

9、achmentsStreamline statement processingFind efficienciesBoth A/R&#of statements Statements are time consuming,not timely,sent over and overand overWeekly electronic statementsWed May 1-Ins pays all but$25,statement sent to Pt.Johnson same dayMon May 6,13,20 Weekly statement run omits Pt.Johnson Mon

10、May 27 If bal not cleared Pt Johnson received next statementWeekly Statement MethodLast Statement Date:Account Balance Threshold:Weekly Statement Criteria:Reduce costsSUBTITLE GOES HEREManage dispensingManage inventoryManage dental instrumentsDecrease expensesCassettes not returnedCost of missing ca

11、ssettesDispensary Module tracking&billingManage dental supplies&equipmentDecrease expensesCost of orders increasingOver/under orderingInventory Module product levels&reportsTreatment PlansIncrease RevenueIncrease RevenueFind EfficienciesFind EfficienciesReduce Costs Reduce Costs Eligibility Checks A

12、djustment Controls Appointment Indicators Status Bar Indicators Wait Lists Appointment Expert Benefit Plan Cleanup Convenient location Billing and Collections Masters Electronic Claims Claim Attachments 835 Remittances Weekly statements Dispensary tracking and billing Inventory product levelsFinancial Health Check article 1868For additional assistance from Professional Services,please contact your Customer Success Manager Thank You!