ReDoc Management Reports Part 1 The who, when and why to make the most of ReDoc s Management Reports to improve net revenue. Visit our new website at www.redocso)ware.com @redocso@ware Gerry Stone, PT, M.Ed. Founder/Chief Clinical Officer
Webcast ObjecDves Discuss 8 specific Management Reports directly related to the bottom line and who should take responsibility for that report, when that report should be run and why it will help to improve profitability. Review the available learning tools embedded within ReDoc Management Reports application and through Online ReDoc University recordings to increase your knowledge of other valuable reports. Question and Answer session.
Part 1 Management Reports Related to the BoLom Line Daily Record of Interventions Unsigned Clinical Documents Pre-Billing Report Exported Billing Report Functional Limitation Reporting Details Recertification Report Recurring Patient Billing Report (LAST BUT NOT LEAST) Therapist Productivity Report
Daily Record of IntervenDons Therapist runs the report from ReDoc Suite End of day, prior to Therapist leaving. To review billing entries for that day for accuracy and completeness.
Daily Record of IntervenDons cont. Management also can review the DRI Reports as needed.
Daily Record of IntervenDons cont.
Unsigned Clinical Documents Therapist in ReDoc Suite Daily prior to the leaving. To verify legal medical record is complete with all documents signed. Great for workflows with Therapy Assistants to verify co-signatures are being completed.
Unsigned Clinical Documents cont. Management Daily prior to the Therapist leaving, going on vacation, or is PRN. To verify legal medical record is complete with all documents signed.
Unsigned Clinical Documents Unsigned Clinical Document by Facility
Pre- Billing Report Management and Billing Resources Daily prior to the Therapist leaving, vacation, PRN. To identify/correct incomplete Treatment Notes so charges can be exported.
Pre- Billing Report cont.
Exported Billing Report Management and Billing Resources Daily for the prior day Used to reconcile this report with your billing software.
Exported Billing Report cont.
FuncDonal LimitaDon ReporDng Details Management and Billing Resources Daily for the prior day. Used to monitor instances where G-Codes/Severity Modifiers are documented, but not successfully sent through the interface.
FuncDonal LimitaDon ReporDng Details
RecerDficaDon Report Management Weekly. Report will generate for the following week. Date range includes patients with a Cert To: end date within the time range.
RecerDficaDon Report Cont.
Recurring PaDent Billing Report Management Weekly Avoids early discharges in HIS system which results in no account # in ReDoc for late Missed Visit notes or DC Summaries. *Export to Excel
Recurring PaDent Billing Report
Therapist s ProducDvity Report Management Weekly, Monthly or PRN Used to capture metrics and analyze therapist performance.
Therapist s ProducDvity Report cont.
Therapist s ProducDvity Report cont. Improving Units per Visit This section provides an example of how to analyze the Units Per Visit KPI to develop an improvement plan. Units Per Visit is the average number of billable units or treatments charge to a patient during each visit. You can obtain this metric from the Therapist's Productivity Report in Misc. Reports of Management Reports For our example we are using the following. Visit 1: Therapeutic Exercise = 2 Units Ultrasound = 1 Unit Electrical Stimulation = 1 Units Visit 2 Therapeutic Exercise = 3 Units NOTE: Most organizations assign 15 minutes for 1 unit of service. Therefore, in this example, the patient spent 45-60 minutes at each visit.
Therapist s ProducDvity Report cont. Evaluating the Results You can evaluate the clinic s average units per visit based on the amount of time allotted for each visit. To evaluate the results, follow these steps: Determine how many minutes are scheduled for treatment visits and for initial evaluations. Determine the optimal number of units per visit based upon this number: For 30 Minutes, units per visit should equal 2.00 to 2.25 For 45 Minutes, units per visit should equal 3.00 to 3.25 For 60 Minutes, units per visit should equal 4.00 to 4.25 Using the Therapist s Productivity Report in Management Reports, determine the average number of units per visit for the clinic in each month.
Available Learning Tools
Available Learning Tools cont. Pre-recorded Training Tutorials through our Online ReDoc Univiersity Start watching today at redoc.webex.com
Part 1 - Management Reports Questions & Answers
ReDoc Management Reports Making the most by Improving units per visit Reducing Billing Errors Tracking Trends Evaluating results
THANK YOU Gerry Stone 888.401.4400 gstone@redocso)ware.com