Data will be provided and students will be asked to review data over 12 months. This data will/may show a huge decrease in revenue during a specific quarter. Students will create a re
Data will be provided and students will be asked to review data over 12 months. This data will/may show a huge decrease in revenue during a specific quarter. Students will create a report using preset data. With the report, an analysis of what could be done to grow the business will be completed.
There are multiple files that can be used to review and generate your reporting and analysis. Filter through the data, create Pivots, graphs, and other learned material to provide a managerial insight with the informatics that is available if you find it relevant.
Data for Review: June 2018 – May 2019
Quarter needing specific review: Q3 2018
Location: Colorado Ski Resort Area
ER Doctor billing Student File-1.xlsx
Project
Assignment: Data over 12 months will be provided with a huge decrease in revenue during a specific quarter. Students will create a report using preset data. With the report, an analysis of what could be done to grow the business will be completed.
Learning Intentions:
How to create a report with predefined data . Using measurable data to provide achievable and realistic goals within a healthcare business during a timeframe. (Being able to understand marketing and business concepts to determine shortcomings and strengths through data and explaining this in your report. Include how other companies have increased shortcomings)
Using excel auto count
Create a Pivot Table that separates the data by month, type of service, total patients, competitors, total nursing staff, office staff, physicians by specialty.
Use a histogram to show differences of total patients during each time period.
Review total patients and reason of visit vs. total staff. Does this correlate effectively or would staffing assist in eliminating problems?
Are there external factors that could have contributed to any numbers? Holiday? Vacation area vs. non vacation area for location of data? Competitors in area? (Determine if your location of data is in a vacation area or non-vacation area, and are numbers higher/lower during peak seasons of when people are there? What can be done during non-peak periods? Laws based on entity type and marketing knowledge should be utilized here. Are there new or less competitors that may have contributed to patient visits?)
Success Criteria
Report:
Determine shortcomings and strengths
Explaining this in your report
How other companies have increased shortcomings
Excel:
Able to identify quarter that needs planning.
Used excel auto count
Created a Pivot Table: separates the data by month, type of service, total patients, competitors, total nursing staff, office staff, physicians by specialty.
Used a histogram: Showed differences of total patients during each time period.
Analysis:
Create an analysis of external and internal factors that may affect business in this manner: Are there external factors that could have contributed to any numbers? Holiday? Vacation area vs. non vacation area for location of data? Competitors in area? Staffing?
Create a well-written plan to address issues and resolves with presented data. A marketing plan or internal strategic management and staffing plan would be acceptable if appropriate details are utilized.
,
I urge you to start looking at your final project items. A student informed me that the Encounters and Finclass files were the same. They were corrected and an email was generated early last week, but please review your items if you downloaded them early so that you have the correct file attachments.
Your assignment asks you how to analyze reasons for a reduction in revenue with provided data in a particular area, during a particular year. The purpose of this assignment is to get you to create reporting at a managerial level in healthcare. This semester, you were given June 2018- May 2019 in a ski resort area in Colorado. I am asking you to review Q3 of 2018 on a calendar year. Just so we are clear, what I am asking you to do is provide common reporting functions that you may be responsible for on a daily or weekly level, but in a different aspect. This project allows you to use real raw data seen in healthcare informatics to create reporting as you've seen throughout your assignments and learned through the PowerPoints and readings.
Let’s make it a bit simpler: If you are a collector, you may use PivotTables to see how much you are collecting by carrier, average by claim in an insurance type, by type of service, by date of service, or even to see how many claims you’ve worked by payer. If you’re a manager, you may want to review the same data on a higher scale. How can you budget and staff without knowing your financial metrics? How is a budget set for your operations if you don’t understand data? It’s nice to think someone else does it- and you’re right- they do. But this time, that someone is you!
Simplifying it again before I scare you off: You may use the count formula to see how many claims have or haven’t paid. You could use Pivot Tables to track productivity and compare it among all of your employees without having to create several sum functions. You could even use Pivot Tables to see how many patients each doctor has seen, or how many procedures they have performed if a provided report has CPTs. PivotTables allow you to easily review data at a glance, and you can manipulate data to see what you need or want in almost an instant. Manipulation does not mean change numbers or create biased reporting. It means answering questions and making data work for you.
First, you must understand how to filter through data, and locate what data is considered “trash data”. In this assignment, trash data is data that has nothing to do with the timeframe you are being asked to review. In computer science the definition is similar. This is probably because data for reporting and data in computer programming needs to be relevant for it to work, or for it to provide the end function you need.
You can’t run a game with invalid code, just like you can’t run a computer program with incorrect binary (ASCII) 0s and 1s. Reporting in informatics is the same. Are you looking to report data in 2017, 2018, 2021, this year? Get rid of everything that is not needed.
Now that you’ve gotten rid of all the trash, we have less data to sift through and create reports from. If data has a green box in the upper left hand corner of the cell, you will need to convert this data to a number. Failure to do this may cause you to not have this data included when PivotTables or functions are attempted.
You’ll want to copy and paste that data into a different sheet or the risk of the deleted data showing up is possible. This is something that Excel may fix one day, but for now, it’s still a glitch in PivotTables and some functions. The next thing you need to do is select the data and insert a PivotTable that shows the months in the rows section and the total charges and collections in the columns with their sum of dollar values. When you do this, you can easily view total dollars billed and total dollars collected. Make sure that the data is on sum of instead of count of or you’ll get incorrect data and won’t be successful in your assignment.
As I told you at the beginning of the semester, each assignment you’ve had is going to help build and prepare you for this final project. Use the expectations and feedback from the prior analytical assignments into your thought process here. What were key points in the prior assignments? We had one where it was strictly for you to provide descriptive analytics with data. We had another where you had to create tables. Many of you were reminded – INCLUDE TOTALS. I’ve reiterated it again. You are creating a report – use SBAR methods. If you forgot what these are it’s in the “Getting Started” module. Briefly, I want an Executive Summary with the Situation, Background, Assessment, and Recommendation on how to improve collections and patient visits if it is possible. I want specific details. I want incorporation of your prior readings. Include how BI could help track progress or lack thereof. How can BIs help forecast data? What about PCDA? I want complete sentences. I want business-level writing. Anything less will cause point reductions as listed on the provided rubric. Your SBAR should be completed after you’ve thoroughly reviewed your reports and completed descriptive analysis data that will be presented before your writing. This is the only way that your analysis will make sense to you, and this is the way that I want it presented to me.
When you open the assignment in the module if you haven't already, you will see that I provided several reports for you to use. You do not have to use all of them, but you should use more than one of them. Find the data that will be relevant to what you are trying to show or prove. No assignment should be identical, and we will discuss it if it is. If you are a healthcare manager, the entire PM software and reporting will be at your disposal. You will find that in the work field and in this assignment, you may pull and create several report analyses from 1 file, but you will not pull it all from one. We’ve gone through enough assignments that you should be able to handle the task with ease. This is your chance to show me what you learned by using concepts that were presented in the lessons or provided in the readings, and cite your beliefs and reasons in your work, along with factual concrete descriptive data.
,
SBAR
Writing an SBAR with an Executive Summary
SBAR – Situation – Background – Assessment – Recommendation:
The SBAR is a tool to guide critical thinking and record each step. The format of each section will capture the details of critical information that is included in problem definition, problem analysis, and problem-solving.
For more information, watch the following video: https://www.youtube.com/watch?v=aR-S8UUAG6Y&feature=youtu.be
Executive Summary
The executive summary is a summarized paragraph of a detailed report. The intent is to allow a healthcare executive to quickly read and understand the main points of the analysis. An executive summary is a condensed version of the report so that the reader can understand the scope in a short amount of time. An executive summary shouldn’t be an introduction; you should be able to read it separately from the report as a stand-alone document.
Style of the SBAR and Executive Summary
The style and tone of the SBAR and Executive Summary are formal and directed at a leadership audience. Sentences should be concise, direct, use bias-free language, and use an active voice. Writing quality matters as you lose credibility when you have writing mistakes.
General Formatting:
· Double-space document
· Use 1″ margins on all sides and .5″ indents for new paragraphs
· Use 12 point, Times New Roman font
· Include a page header (the title of your paper) and a page number on the top of each page
· The title page is not required unless specifically identified in the assignment
· Each section of the SBAR should have a section title (i.e. Executive Summary, Situation, Background, Assessment, Recommendation)
Citation
Outside resources are not required but if they are used, the APA approach will be used for in-text citations (author, date) and a reference page. Use the following guide for formatting in-text citations and reference section Sample_APA_Paper__103017 copy-1.pdf.
The SBAR format with Executive Summary
Executive Summary
Write this section after you complete the SBAR, you should understand the SBAR's purpose, scope, and major ideas. Highlight the main ideas of each section. Pull the major ideas together and condense them by combining sentences, generalizing, and eliminating unnecessary words and phrases. Use transition words to link phrases. When the summary includes the main points of the SBAR, proofread and edit to improve grammar and eliminate sentence-level errors.
Situation
This includes the definition of the problem that is being analyzed. If the assignment has a question proposed, paraphrase the problem in your own word to verify agreement with the meaning. One of the ways to define the problem is to describe the gap in a gap analysis. Another way is to identify what the customer wants. Another approach is to define the problem using a problem statement, using examples to personalize the gap or the "pain" of the issue. This section should clearly identify to the reader what the problem is and why we need to fix it.
Background
This section includes any information that the reader needs to understand the problem. This may include what is in-scope and what is out-of-scope. This provides boundaries and a level of magnitude. Any subjective or objective data needs to be included here. If the problem involves data analytics, data sources, measurements, collection methods, and operational definitions need to be included. Any factors that impact or contribute to the problem should be identified here.
Assessment
This section is the analysis of the problem. This includes any tests or theories used to examine the available data. For example, this can be where different options are compared, like a "pros and cons" list. If this problem is data analytics, statistical or graphical methods can identify significant factors that impact the problem. This can also be used for root cause analysis to identify the source of the issue. This section can also be used to evaluate the facts using an identified theory or tool.
Recommendation
Use divergent and convergent methods for problem-solving. Before writing, brainstorming, mind-mapping, or other creative approaches can be used to build a list of possible solutions, followed by convergent methods such as prioritizing to identify the best solution. Use this section to define recommendations that have been inspired using problem-solving methods and identify how the best ones resolve the original problem.
,
Adjustment Classifications Det
| Account | Adjustments | Carrier | Classification | PaymentDate | Facility |
| 1000-3 | 765.7 | Anthem | Out of Network Allowable | 2019-4-24 00:00 | Physicians |
| 1012-3 | 682.89 | CASH PAY | Cash Pay Rate | 2019-3-25 00:00 | Physicians |
| 1022-1 | 577.35 | BCBS – FLORIDA HEALTH CARE PLANS | Out of Network Allowable | 2019-1-9 00:00 | Physicians |
| 1035-9 | 1438.39 | United HealthCare EP.O. | Out of Network Allowable | 2019-2-27 00:00 | Physicians |
| 1052-2 | 0 | BCBS OF ILLINOIS | Out of Network Allowable | 2019-5-23 00:00 | Physicians |
| 1052-2 | 797.62 | BCBS OF ILLINOIS | Out of Network Allowable | 2019-5-24 00:00 | Physicians |
| 1052-3 | 546.31 | BCBS OF ILLINOIS | Out of Network Allowable | 2019-5-22 00:00 | Physicians |
| 1052-4 | 651.17 | BCBS OF ILLINOIS | Out of Network Allowable | 2019-5-28 00:00 | Physicians |
| 1120-1 | 756.9 | BCBS of Louisiana | Out of Network Allowable | 2019-2-11 00:00 | Physicians |
| 121-4 | 375.59 | United HealthCare EP.O. | Out of Network Allowable | 2019-1-9 00:00 | Physicians |
| 1241-2 | 682.89 | CASH PAY | Cash Pay Rate | 2019-2-19 00:00 | Physicians |
| 1288-2 | 603.68 | Aetna | Out of Network Allowable | 2019-1-28 00:00 | Physicians |
| 1317-5 | 0 | TeamCare-Medical Mutual | Out of Network Allowable | 2019-5-6 00:00 | Physicians |
| 1327-2 | 360.96 | CASH PAY | Cash Pay Rate | 2019-3-19 00:00 | Physicians |
| 1328-2 | 926.79 | CASH PAY | Cash Pay Rate | 2019-2-5 00:00 | Physicians |
| 1332-2 | 926.79 | CASH PAY | Administrative | 2019-4-1 00:00 | Physicians |
| 1335-2 | 682.89 | CASH PAY | Cash Pay Rate | 2019-3-13 00:00 | Physicians |
| 1335-3 | 682.89 | CASH PAY | Cash Pay Rate | 2019-3-27 00:00 | Physicians |
| 1349-1 | 27.55 | CASH PAY | Small Balance | 2019-3-5 00:00 | Physicians |
| 1378-4 | 482.09 | CASH PAY | Administrative | 2019-2-28 00:00 | Physicians |
| 1378-5 | 926.79 | CASH PAY | Administrative | 2019-4-1 00:00 | Physicians |
| 1414-4 | 0 | BCBS OF TENNESSEE | Out of Network Allowable | 2019-4-19 00:00 | Physicians |
| 143-2 | 682.89 | CASH PAY | Cash Pay Rate | 2019-4-5 00:00 | Physicians |
| 1454-4 | 632.81 | Rocky Mountain Health Plan | Out of Network Allowable | 2019-3-22 00:00 | Physicians |
| 1477-3 | 522.53 | CASH PAY | Administrative | 2019-3-26 00:00 | Physicians |
| 1477-3 | 136.58 | UMR | Out of Network Allowable | 2019-3-26 00:00 | Physicians |
| 1477-4 | 109.26 | CASH PAY | Administrative | 2019-4-2 00:00 | Physicians |
| 1477-4 | 136.58 | UNKNOWN | Out of Network Allowable | 2019-4-2 00:00 | Physicians |
| 1477-5 | 360.96 | CASH PAY | Cash Pay Rate | 2019-4-16 00:00 | Physicians |
| 1517-2 | 926.79 | CASH PAY | Cash Pay Rate | 2019-3-29 00:00 | Physicians |
| 1517-3 | 926.79 | CASH PAY | Cash Pay Rate | 2019-3-29 00:00 | Physicians |
| 1532-2 | 1034.7 | PINNACOL | Out of Network Allowable | 2019-3-26 00:00 | Physicians |
| 1577-1 | 133.4 | CASH PAY | Administrative | 2019-1-30 00:00 | Physicians |
| 1629-1 | 2311.31 | CASH PAY | Administrative | 2019-4-1 00:00 | Physicians |
| 1642-3 | 1032.53 | Allied | Cash Pay Rate | 2019-1-10 00:00 | Physicians |
| 1662-1 | 42.07 | CASH PAY | Administrative | 2019-1-22 00:00 | Physicians |
| 1665-1 | 99.85 | USAA | Out of Network Allowable | 2019-1-10 00:00 | Physicians |
| 1732-2 | 926.79 | CASH PAY | Cash Pay Rate | 2019-1-2 00:00 | Physicians |
| 1749-4 | 70.24 | CASH PAY | Administrative | 2019-3-15 00:00 | Physicians |
| 1766-2 | 682.89 | CASH PAY | Cash Pay Rate | 2019-2-11 00:00 | Physicians |
| 1795-1 | -1620.5 | UMR | Out of Network Allowable | 2019-4-15 00:00 | Physicians |
| 182-2 | 0 | UNKNOWN | Out of Network Allowable | 2019-1-24 00:00 | Physicians |
| 1838-2 | 682.89 | CASH PAY | Cash Pay Rate | 2019-1-16 00:00 | Physicians |
| 1846-1 | 822.5 | CASH PAY | Administrative | 2019-2-4 00:00 | Physicians |
| 1860-7 | 926.79 | CASH PAY | Cash Pay Rate | 2019-3-5 00:00 | Physicians |
| 1887-2 | 185.36 | UMR | Out of Network Allowable | 2019-4-19 00:00 | Physicians |
| 1898-2 | 360.96 | CASH PAY | Cash Pay Rate | 2019-3-5 00:00 | Physicians |
| 1901-2 | 926.79 | UNKNOWN | Cash Pay Rate | 2019-3-5 00:00 | Physicians |
| 1909-1 | 973.85 | Foundry | Out of Network Allowable | 2019-1-10 00:00 | Physicians |
| 1918-1 | 0 | BCBS HIGHMARK | Administrative | 2019-2-18 00:00 |
