Slide 1

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 2

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 3

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 4

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 5

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 6

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 7

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 8

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 9

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 10

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 11

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 12

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 13

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 14

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 15

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 16

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 17

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 18

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 19

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 20

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 21

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 22

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 23

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 24

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 25

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 26

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 27

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 28

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 29

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 30

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 31

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 32

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 33

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 34

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 35

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 36

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 37

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 38

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 39

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]


Slide 40

You Spend a Fortune on IT!
How to use your Centricity Data as
a Competitive Weapon!
Mona Reimers, FACMPE, CPC

Objectives
• Participants will see many examples that will allow

them to envision new tools that better identify the
“next important task” and eliminate paper reports.
• See many examples of simplified management
reports.
• Hear how to create a culture that embraces
constantly changing metrics, tools and goals.

Our Journeys Are Different
So Are Our Solutions
• The opportunities to improve

something are different for every
practice.
• The cost of missed opportunities are
everywhere, but vary from practice to
practice.

How Do You Get It All
Done?
• There are many new

mandates that are difficult
to meet (and understand).
• Leveraging your data is

critical – to set your
practice apart!

How Do You Get It
All Done?
• The key is knowing

whether you are really
improving.
• What is the cost of not

changing?

What is Business
Intelligence
Reports & tools that improve business
performance by integrating previously
disparate data to realize higher level decisionmaking and effectiveness.

Culture Starts At The Top

Ask Yourself
What happens
when I ask my staff
to do something
differently or
something new?

Make it easy to do the
right thing

Positive cultures requires
constant communication!
• But it doesn’t have to

be constant meetings.
• Consider automating

delivery of data.

Automated Tools

Automated Tools

Automated Tools

Its all about FOCUS!
• Its about competitive advantage through

FOCUS.
• The tools make it easier for you to “see”
your data. Where you are today, where you
were yesterday and predict where you are
headed.

Focused Reporting

Old Way:
• Run reports monthly for Days in
A/R per provider, per payer, etc.
• Plot on a graph month after
month
New Way:
• One report in your email box on
the 5th of the month with AR
data

A Report

That goes on for 1,766 pages!

A Tool

This Pivot Table only
selects insurance balances
over 120 days

A Tool

Defining “Better”
Measure and monitor something other
than data other practices measure.
Examples:
• Duration of appointments – per doctor, per
day of week, per building
• Number of script refill calls
• Number of appeals/payer
• Time with registrars

Eligibility Exception Report

Patient Credit Balances

RVR Dashboard

Exception Report

Automate Letters

Auto-Fax Reports

Automated Report

A Tool

Replace Chart Prep

Management Reporting

Manager’s – Staffing Tool

Combine Data

On Time Board

Data is the New Currency!
• Trend will continue

• Use your data to

improve your practice
• Focus on what you can
do better than any other
practice!

Ingredients:
• A capable database administrator (or person with

this level of training in IT)
• A question or problem to solve.
• Staff and managers with an understanding of the
current processes.
• A dreaded chore or a need for data currently
unavailable in a report.
• Data

Get Started
PM
Database

Clearinghouse

New Report
Server

Full Backup

Succeeding With BI
• Data Governance – Overseeing data, establishing a

standard of data quality and assigning ownership for
the data quality

• ETL – Extract, Transform and Load – Can include

methods for fix bad data – such as DOB in 1875

• You can’t over communicate.

Succeeding With BI
• Roll out needs a marketing plan.
• Market what your project is doing to deliver value

to the organization.
• Involve some end-users in the sessions that identify

the issue (problems) being solved and the
conceptualizing of new or better BI tools.

Return On Investment
• Some financial gains are quite obvious

• Less Staff Time on Tasks
• Error proofing (i.e. pre-cert or appeals)

• Some are soft costs and are immeasurable but

important
• Less frustration
• Trust that data is correct
• Increase end-user adoption of expensive software

Mona Reimers, FACMPE, CPC
[email protected]