AGENCY NAME

Performance Management Process -Patient Financial Analyst

Employee Name......
Employee Social Security Number......
Position Title...... Patient Financial Analyst
Department / Unit...... HOME HEALTH CARE
Location......
Date of Coaching and Feedback Discussions......
Date of Final Performance Evaluation......
SECTION A: VALUES / BEHAVIORAL COMPETENCIES
Value and Definition / Behavior Examples of This Value
Integrity
We place the highest value on integrity and pledge to be open, responsible, and honest in all interactions to consistently maintain our customers' trust / Accept accountability and responsibility for one's actions
Be honest, truthful, and respect confidentiality
Communicate in an open, appropriate, and timely manner
Keep commitments
Be trustworthy
Admit mistakes
Department-Specific Examples:
Uses communication and information devices appropriately (i.e. computers, pagers)
Respects patient privacy (i.e. clipboards, charts, signage)
Maintains confidential environment when discussing patient issues
Comments

Compassion
We pledge to be caring, respectful, and sensitive to the needs of our customers through our presence, listening, and awareness / Enhance other's self-esteem
No put downs
Be empathetic
Be considerate/thoughtful
Acknowledge and appreciate diversity in others
Share knowledge
Department-Specific Examples:
Demonstrates appropriate interactions with staff
Demonstrates telephone skills; sensitive and effective on phones
Uses a variety of communication techniques (persuasive, empathetic, encouraging/supportive, and appreciative statements
Comments

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Performance Management Process-Patient Financial Analyst

SECTION A: VALUES / BEHAVIORAL COMPETENCIES - continued
Value and Definition / Behavior Examples of This Value
Knowledge
We commit to lifelong learning to offer our customers current, proven practices and technologies / Encourage creativity and new ideas
Seek opportunities to continuously improve all that we do, personally and professionally
Whenever possible, make decisions based on professional standards, research, data
Department-Specific Examples:
Attends 75% of staff meetings
Uses office skills such as filing, phones, fax, computer, data entry
Maintains and/or develops field of expertise
Comments
Service
We pledge to seek, understand, and respond to our customers' needs in a timely, helpful, and courteous manner / Strive to clarify, understand, and exceed customer requirements
Be courteous and prompt
Provide others information they need
Keep commitments/follow through
Department-Specific Examples:
Responsive to the needs of BryanLGH internal and external customers
Accepts assignments and works to identify priority and needs.
 Initiates problem-solving and conflict resolution skills to foster effective work relationships.
Comments
Leadership
We commit to visionary and decisive leadership by demonstrating individual responsiveness, accountability, creativity, competence, initiative, innovation, sensitivity, and recognition / Listen and communicate effectively
Support risk taking
Put energy into solving problems rather than placing blame
Constructive disagreement is valued...but we support organization decisions
If you see it, you own it; take initiative
Solve problems at appropriate levels
Mistakes happen, learn from them
Promote a sense of unity
Develop others
Promote a balance between work and personal life
Department-Specific Examples:
Initiates conflict resolution process as indicated
Supports organizational/departmental Quality initiatives
Comments

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Performance Management Process-Patient Financial Analyst

SECTION A: VALUES / BEHAVIORAL COMPETENCIES
Value and Definition / Behavior Examples of This Value
Teamwork
We commit to collaborate with each other and our medical staff to continuously improve services in an atmosphere of respect, openness, cooperation, communication, humor, professionalism, helpfulness, responsiveness, kindness / Actively seek information by asking questions of those directly involved rather than making assumptions
Share credit
Encourage, acknowledge, and support behavior that is work seeking
Get involved
Share humor. Have fun. Laugh together.
Celebrate success
Involve the right people
Work together until the project is done
Department-Specific Examples:
Supports team member's practices through timely communication
Relates professionally to colleagues
Assumes responsibility in a shared or delegated assignment
Meets productivity standards
Comments
Value
We commit to good financial stewardship through productive and efficient operations while meeting our customers' expectations / Behave like you're in business for yourself
Use resources wisely
Continually evaluate and align resources with workloads
Look beyond what's right for individual departments when making decisions
Department-Specific Examples:
Respects individual and organizational property
Supports organizational/departmental Quality initiatives
Comments

Comments:

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Section B: Position Accountabilities

  1. Position Summary:

Submits insurance claims for all payers timely and accurately; conducts follow-up with third parties; performs various functions including verifying/collecting account balances and resolution of patient complaints. Interacts with the public, staff and other departments through the telephone, typing/word processing, and verbal communication methods. Responsible for maintaining and reporting accurate payroll information.

Reports to: Financial Manager

Supervises: Not applicable

II.Key Results Areas and Position Accountabilities/Competencies (Essential accountabilities are italicized.)

  1. Billing / Collections:
  1. Enters patient/client data into the computer accurately and in a timely manner.
  2. Processes Medicare, Medicaid, and Commercial insurance claims timely, in accordance with payer instructions.
  3. Maintains accurate Medicare and Medicaid billing analysis reports.
  4. Maintains complete and accurate patient/client billing records.
  5. Processes routine lists, reports, and forms related to the entering, editing, and processing of agency financial data.
  6. Assists in the preparation of monthly reports and claim forms.
  7. Organizes all required paperwork for billing (485 and UB 92’s).
  8. Communicates with appropriate supervisors regarding late or missing documents required for billing.
  9. Performs other specific projects relating to billing, data entry, and computer operations as required.
  10. Recognizes and maintains confidential information.
  1. Payroll
  1. Collects and enters payroll information from activity logs.
  2. Generates reports as necessary for Management Accounting and Payroll purposes.
  3. Reports overtime on a regular basis to management.
  1. Clerical Support
  1. Demonstrates high level of competence in performing accurate and diversified word processing and report generation.
  2. Answers phone in a prompt and courteous manner.
  1. Teamwork
  1. Accepts assignments from agency managers, and works openly and closely to identify priority needs. Consults manager for problem solving when assignments exceed time requirements or material resources.
  2. Initiates problem-solving and conflict resolution skills to foster effective work relationships.
  1. Personal Development
  1. Maintains and or develops field of expertise.
  2. Attends at least 75% of staff meetings and all mandatory in services.
  1. List examples, goals, strengths, opportunities for improvement:
  1. List examples, goals, strengths, opportunities for improvement:

III.Requirements/Specifications (Knowledge, Skills, Abilities)

  1. Mathematical (addition, subtraction, multiplication, division, ratios, decimals and fractions) to prepare reports.
  2. Skill in typing at least 50 wpm. Skill in writing/printing/ and spelling.
  3. Analytical and problem solving skills necessary to maintain an alphabetical filing system.
  4. A positive attitude towards health care team members and diverse patient populations.
  1. Qualifications:

The above knowledge, skills, and abilities are normally acquired through the completion of a high school education or equivalent. Additional training that will allow the individual to meet the requirements noted above would be preferred. 3 – 5 years of work experience in a home health or health related business office setting.

V.Working Environment:

Normal office environment with little exposure to excessive noise, dust, temperature and the like. Frequent

Work interruptions.

Physical Requirements:

Characterized as sedentary work requiring exertion of up to 10 pounds of force occasionally, and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Involves sitting most of the time, but may involve walking, or standing for brief periods of time.

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Section C: Other Accomplishments (Optional):

Section D: Additional Comments/Action Plans

Reviewer's Comments/Agreed upon action plans/goals for next year:

Employee Comments:

Annual mandatory inservice/competency requirements complete?_____Y_____N

Reviewer's Signature

/

Date

/

Employee's Signature

/ Date

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