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Turning Copay Collections Into a Team Effort

Submitted by Shawn Masten on Wed, 06/01/2011 - 14:14
Headline (for informational purposes only)
Turning Copay Collections Into a Team Effort
Deck
Southern California admitting team becomes one of the highest copay collectors in the region
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When the Anaheim Medical Center Admitting department unit-based team set out to increase its collection of inpatient hospital copayments, it had several hurdles to overcome.

Some staff members had to get comfortable with asking for money from patients. Others had to learn how to calculate copayments. They also needed to notify Admitting of a patient’s pending discharge so copayments could be collected at the point of service.

And since the team goal of collecting copayments didn’t always dovetail nicely with individualized goals, that put some staff members at odds.

“We had created this unhealthy competition,” admitting supervisor/manager and union co-lead David Jarvis says.

They also had the problem of convincing staff members in other departments that collecting copayments from hospitalized patients was not a bad thing.

"They used to think of me as Public Enemy No. 1," says Patti Hinds, a financial counselor and member of SEIU UHW.

To educate and motivate staff members about the importance of collecting copayments, the unit-based team held a kickoff meeting in January 2010.

Staff members who were good at collecting and calculating copayments were deemed “master users” and received training so they could help their peers learn to correctly calculate amounts due. They also got pointers on speaking with patients about the money they owed.

"We wrote scripts, we role-played and, as people did it more, they became more comfortable with asking for money and with knowing when it is appropriate to do so," admitting clerk, SEIU UHW Patricia Hartwig says.

The team also had to teach staff members in other departments about the benefits of copayment collection.

"We showed them the bottom-line connection between revenue collection and their paychecks," Hartwig says.

Better working relationships developed between admitting department staff and the nursing units, prompting nurses to contact admitting staff more consistently before patients are discharged.

"They came to realize we’re not the 'bad guys,' " says financial counselor Marcela Perez, an SEIU-UHW member.

Caption information for photo/artwork (reporters)
UBT labor co-lead Pat Hartwig, SEIU UHW, shows off her team project at the Orange County UBT fair.
Request Number
pdsa_oc_amc_admitting_revenue
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not listing only
Long Teaser

This Southern California Admitting team tackles the touchy subject of copay collection head on and becomes one of the highest collectors in the region.

Communicator (reporters)
Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
Learn more (reporters)
Management co-lead(s)

David Jarvis, David.L.Jarvis@kp.org

Union co-lead(s)

Patricia Hartwig, Patricia.L.Hartwig@kp.org

 

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UBT Tracker Tip Sheet #5

Submitted by Shawn Masten on Tue, 04/19/2011 - 11:49
Tool Type
Format
Topics
UBT_Tracker _tipsheet_5_v3.pdf

UBT Tracker Tip Sheet #5 provides tips on generating reports—from basic team information to Tests of Change charts.

Non-LMP
Tool landing page copy (reporters)
UBT Tracker Tip Sheet #5

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
Provides tips on generating reports—from basic team information to Tests of Change charts. Use when entering or finding data or information in UBT Tracker.

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UBT Tracker Tip Sheet #4

Submitted by Shawn Masten on Tue, 04/19/2011 - 11:42
Tool Type
Format
Topics
UBT_Tracker _tipsheet_4_v5.pdf

UBT Tracker Tip Sheet #4 provides tips on how to keep your team's project data current, and how to manage your team's membership.

Non-LMP
Tool landing page copy (reporters)
UBT Tracker Tip Sheet #4

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
Provides tips on how to keep your team's project data current and how to manage your team's membership. Use when entering or finding data or information in UBT Tracker.

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Tracking (editors)
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UBT Tracker Tip Sheet #3

Submitted by Shawn Masten on Tue, 04/19/2011 - 11:33
Tool Type
Format
UBT_Tracker _tipsheet_3_v4.pdf

UBT Tracker Tip Sheet #3 provides tips on when and where to enter performance improvement project information v. test of change details, and how to tell whether a change is an improvement.

Non-LMP
Tool landing page copy (reporters)
UBT Tracker Tip Sheet #3

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
Provides tips on when and where to enter performance improvement projects v. test of change details, and how to tell whether a change is an improvement. Use when entering or finding data or information in UBT Tracker.

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Tracking (editors)
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PDF
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not migrated
UBT Tracker Tip Sheet #2 Shawn Masten Tue, 04/19/2011 - 11:12
PDF
not migrated
UBT Tracker Tip Sheet #2
Tool Type
Format
Running Your Team

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
Provides tips on how best to enter project descriptions including SMART goals, Tests of Change details and project results into UBT Tracker. Use for entering or finding data or information in UBT Tracker.

UBT_Tracker _tipsheet_2_v3.pdf

UBT Tracker Tip Sheet #2 provides tips for entering good descriptions of SMART goals, Tests of Change and other information.

Non-LMP
Released

UBT Tracker Tip Sheet #1

Submitted by Shawn Masten on Tue, 04/19/2011 - 10:30
Tool Type
Format
UBT_Tracker _tipsheet_1_revised

UBT Tracker Tip Sheet #1 provides examples of ways to incorporate Tracker into your team's workflow and some UBT Tracker basics.

Non-LMP
Tool landing page copy (reporters)
UBT Tracker Tip Sheet #1

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
UBT co-leads, consultants, team members and senior leadership

Best used:
This tip sheet will be helpful when entering or finding data or information in UBT Tracker. It provides tips on how best to incorporate data entry into the workflow of your unit-based team. Includes basic information for signing onto UBT Tracker, bookmarking teams and searching for projects. Print it out (double sided) and bring to your next UBT meeting.

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Healthy Meeting Essentials Guide

Submitted by Paul Cohen on Fri, 04/08/2011 - 16:48
Tool Type
Format
Topics
Taxonomy upgrade extras
pdf_Healthy Meeting Essentials guide

Booklet helps meeting planners and teams incorporate healthy eating practices into their meetings.

Non-LMP
Non-LMP
Tool landing page copy (reporters)
Healthy Meeting Essentials Guide

Format:
PDF

Size:
8.5" x 11"

Intended audience: 
Meeting planners, team leaders and support staff

Best used: 
Inspire your team to hold better, healthier meetings with these tips on activities, snacks and green products.

 

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Study of KP's High-Performing Unit-Based Teams

Submitted by Paul Cohen on Thu, 03/17/2011 - 12:03
Tool Type
Format
Content Section
Taxonomy upgrade extras
pdf_rutgers study of UBTs

A study by Rutgers, Johns Hopkins and KP researchers shows five key elements to UBT performance and development. Full report and executive summary available.

Non-LMP
Tyra Ferlatte
Tool comprises two related PDFs-- full report and an executive summary. Use title page of pdf as art.
Tool landing page copy (reporters)
A Study of KP's High-Performing Unit-Based Teams

Format:
PDF (15 or 3 pages)

Size:
8.5" x 11"

Intended audience: 
UBT sponsors, co-leads and members; KP and union leaders

Best used: 
To help unit-based team leaders and sponsors—and UBT members—better understand five elements that enable team performance and development.

Two options for reading:

  • The 15-page study by Rutgers University, Johns Hopkins and Kaiser Permanente researchers identifies five key enablers of unit-based team performance and development: leadership; line of sight; team cohesion; processes and methods; and infrastructure and support. The report includes examples of successful team practices in each area. It includes an executive summary and conclusions.
  • The 3-page executive summary of the study provides an overview of the findings, focusing on the five enablers of high performance. A good choice for those wanting a quick takeaway of these issues and for teams wanting to address issues raised by the study.
Released
Tracking (editors)
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PDF
Transforming KP
Unit-based Teams
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not migrated

A Child-Friendly Environment Helps With Healing

Submitted by Shawn Masten on Tue, 02/22/2011 - 15:35
Headline (for informational purposes only)
A Child-Friendly Environment Helps With Healing
Deck
Team lifts spirits with toys, trains, clubhouse and books
Topics

The Pediatric Neurosurgery team in Oakland couldn’t figure out why their staff courtesy scores were low.

They had a new office building and felt providing exceptional care was part of the routine.

Then union co-lead Tanya Johnson noticed there was very little for the department’s young patients and their families to do in the waiting room.

“Kids would be running up and down the hallway,” says Johnson, who is a medical assistant and SEIU UHW member. “Parents would be chasing after them and not being able to focus. It was crazy.”

The department of Pediatric Neurosurgery cares for children with a full spectrum of disorders, including tumors of the brain, spinal cord and peripheral nervous system.

“These kids are the sickest of the sick,” says service manager Jim Mitchell, RN PNP. “They have serious, serious conditions. Anything we can do to make their visit a little brighter, we do.”

So the team decided to create a child-friendly environment, and went to senior leadership for funding.

The improvements included a large, colorful playhouse, a treasure chest, books and toys in each of the patient rooms—as well as a custom-built train set.

“Everyone on the team had input as to how the clinic would be set up and where the items would be placed,” union co-lead and receptionist Leap Bun says of the improvements that cost about $18,000.

To ensure infection control, the toys are wiped down on a regular basis by Environmental Services employees.

And the atmosphere does a lot to ease tension for their medically fragile patients and their families. 

“The children are less threatened and want to come here to play,” Mitchell says. “It seems like every day we have parents on a regular basis having to coax their children to leave the clinic.”

In three quarters, department scores for staff courtesy increased from 69.6 percent to 90.3 percent.

“In addition to our MPS scores we can measure the change in the faces of the children we interact with,” Mitchell says.

For other teams interested in this type of project, they suggest field trip to other facilities doing the same work. The Oakland team visited Sacramento and Roseville to refine their workflow processes.

And the team also found that families with children choose to wait in the clinic, even if their appointment is elsewhere or they’re picking up a prescription from the nearby pharmacy.

"They tell us it’s a nice place to relax and to calm their kids down while waiting,” Bun says.

Request Number
pdsa_Oak_PNS_child friendly
Only use image in listings
not listing only
Long Teaser

Toys, books, stuffed animals and a train transform dreary lobby and waiting rooms, increase team's MPS scores and make the department inviting for families with business elsewhere.

Communicator (reporters)
Non-LMP
Learn more (reporters)
Management co-lead(s)
Status
Released
Tracking (editors)
Date of publication
Obsolete (webmaster)
Migrated
not migrated
UBT Tracker At-a-Glance: View Team Info Shawn Masten Thu, 02/03/2011 - 15:46
not migrated
UBT Tracker At-A-Glance
Tool Type
Format
Taxonomy upgrade extras

Format:
PDF

Size:
8.5" x 11"

Intended Audience:
Frontline employees, managers, leadership

Best used:
An easy-to-use reference guide that shows you how to sign on to UBT Tracker and view basic team information.

For more in-depth instructions, check out  the UBT Tracker At-a-Glance for Co-Leads, Administrators and Proxies

You can also download the complete UBT Tracker User Guide.

UBT Tracker_AtaGlance_ViewTeamInfo_cm.pdf

An easy-to-use reference guide for viewing team information in UBT Tracker.

Non-LMP
Released