Just as health center Quality Assurance teams prepare in advance for upcoming UDS reporting, Finance Teams will also find it beneficial to do some advance preparation. For example, now is a good time to use a test patient and test encounters to:
· Verify all insurance companies are mapped to the same primary payer categories as defined for UDS reporting, including the separation of managed care and non-managed care.
· Verify your tracking is up to date on managed care member months. If not, now is a good time to access MCE portals to reduce the burden after the new year.
· Verify contractual adjustments are deducting accurately.
· Verify charges automatically reclassify as anticipated for secondary insurers or patient responsibility on balances.
Additionally:
· Because table 9D & 9E are based upon actual revenue collected during the calendar year, now is a good time to begin your tally of retroactive payments and any pay for performance / quality income you have received from insurance companies.
· Plan to attend the HRSA Webinar below:
· Do a “first read” of pages 145 – 176 of the 2023 UDS Manual soon. You may find areas specific to your financial reporting tools or EHR where it may be helpful to do some advance work.
· BONUS: This year HRSA has provided formatted excel spreadsheets for ALL tables.
https://bphc.hrsa.gov/sites/default/files/bphc/data-reporting/2023-uds-tables.xlsx
