Please enable JavaScript.
Coggle requires JavaScript to display documents.
As Is Value Stream - Coggle Diagram
As Is Value Stream
Client Steps
Patient-Account Registration/Added (while scheduling first appointment)
- Demographics (billing)
- Insurance Policy (billing-claims)
Insurance Eligibility (verify before appointment)
Pre-checkin - (patient portal)
- update demographics
- update insurance policies
Checkin Patient
- update demographics and policies
- verify eligibility
- collect copayment
CheckOut Patient / Post Charges
- update demographics
- update insurance policies
- Charges Posting
- Payments Posting
Charting - activity that translates to billing
- Diagnoses (component)
- Orders --> Diagnoses and Procedures
EEF - Clinicians comunicate billing info to billers
- Diagnoses
- Procedures
- Linking Diagnoses Procedures
- Provider of Service
Corrections of billing information
Personal Billing Preparation
- Followup Outstanding Balances
-
-
Payments
- Personal Payments (mail/portal)
- Insurance Payments (manual/auto)
Outstanding Balance Followup
- Delinquent Personal Balances
- Payment Plans
- Collection Agency
- Refiling Claims
- Followup with Payors
Reporting
- Financial/Accounting
- Statistics
- Dashboard/Financial Status/Trending
Configuration
- Initial Configuration
- Maintenance
-
PCC Steps
-
Personal Billing Setup / Maintenance
Training
-
-
Insurance Payments Posting
-
-
Collections - Overdue Insurance Balances
- Refiling Claims
- Contacting Payors
-
-
Insurance Billing Setup / Maintenance
-
-
-
-