Dream Factory by TruBridge Ideas Portal
Problem Identification: Current ATBs available in Thrive lack age buckets for account assignment and review for all 30 day buckets up to day 365 from Discharge or DOS. In addition they lack last Insurance payment amount and date and other essential information available in Thrive to prioritize follow up on aged AR. Most importantly ATBs do not have the last date that an account was worked and noted by a rep.
All of these needs can be met currently by running multiple AdHoc reports, importing the results to Excel, writing Nested IF formulas for buckets, writing VLOOKUP formulas to extract the Last Note date and the first line of the note. This takes Intermediate and Advanced knowledge of of AdHoc Reports in Thrive and about thirty minutes of work.
Solution: We must have a report that alerts us to accounts not worked in 30 days. Write a Thrive ATB report that exports to Excel and has the following Thrive Fields for Pt. Master Data:
Account Number
Pt Name
Admit Date
Disch Date
Age
Age Bucket. 30 Day Buckets from 0 - 30 to 333 - 365, 365 - 600 and 600+
Original FC
Current FC. All FC to include P and all Self Pay
Current FC Description
FC Grouping by Major Payer
Service
Pt Type
Total Chrgs
Current Bal
Last Ins Pmt Date
Last Ins Pmt Amount
Total Amount of Ins Pmts
Total Adjustments
Total receipts
Accident Date
Accident Event
Last Note Date by Rep (Not System)
First line of Last Note by Rep
Patient Selection should include all patients in the current AR with a Credit or Debit Balance.
