Patients who struggle paying medical bills can apply for assistance. Qualifying patients are referred to state programs such as Medi-Cal, but when their forms are filled out incorrectly, the patient gets billed and that leads to collections. The Patient Financial Services team in Oakland had a 58 percent completion rate for financial aid forms. Shift changes led to a variety of note-taking styles and that led to incomplete forms. The unit-based team agreed to standardize note-taking, and a financial counselor was assigned to each in-need patient until the forms were completed. The team reached 98 percent completion and awarded $6.275 million in charity care.
By finding ways to ensure forms are filled out thoroughly and correctly, this team helped members get and pay for needed care and increased their own efficiency.
Why This Matters
In-need patients can quality for charity care programs.
Test of Change
Standardizing note-taking styles to ensure consistency
Short Teaser
See how standardized note-taking can help patients.
Medium Teaser
Patients in need of financial assistance can get aid for treatment but need to apply. See how your team can help fill these forms out correctly.
Long Teaser
Patients in need of financial assistance can get aid for treatment but need to apply. See how your team can help fill these forms out correctly.
Pictured left to right is the Oakland Charitable Health Coverage team: Bilingual Enrollment Processor Miriam Garcia, OPEIU Local 29; Enrollment Processor/Union Steward Carl Artis, OPEIU Local 29; Enrollment Processor Arsenia Alonso, OPEIU Local 29; Systems Manager Susan Davis; Systems Administrator William Bilbrey; Enrollment Processor Sharlene Jone, OPEIU Local 29; National Operations Manager Maurice Rosas.