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Lending a Hand to Financial Assistance Forms

  • Standardizing note-taking styles across the team
  • Assigning a financial counselor to each in-need patient
  • Working with Admitting Department to identify patients who need assistance and provide counseling

What can your team do to reduce unneeded variation? And what can your team do to work with other teams to improve service? 

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.

Archived content
Live, non-archived content
TTP Blurb
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.

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Preview Image
Charitable Health Coverage. L-R: Bilingual Enrollment Processor Miriam Garcia, OPEIU LU 29; Enrollment Processor/Union Steward Carl Artis, OPEIU LU 29; Enrollment Processor Arsenia Alonso, OPEIU LU 29; Systems Manager Susan Davis, Management; Systems Administrator William Bilbrey, Management; Enrollment Processor Sharlene Jone, OPEIU LU 29; National Operations Manager Maurice Rosas, Management.
Landing Page Title
Helping Patients Pay for the Care They Need
Topics
Affordability
Quality
Service
Region
Northern California
Role
Frontline Managers
Frontline Physicians
Frontline Workers
UBT Co-Leads
Keywords
charity care
Date of publication
This has been edited
0
Department
Business Services
Content Type
Team-Tested Practice
Content Goal
Instruct
High Res Photo Set
Charitable Health Coverage. L-R: Bilingual Enrollment Processor Miriam Garcia, OPEIU LU 29; Enrollment Processor/Union Steward Carl Artis, OPEIU LU 29; Enrollment Processor Arsenia Alonso, OPEIU LU 29; Systems Manager Susan Davis, Management; Systems Administrator William Bilbrey, Management; Enrollment Processor Sharlene Jone, OPEIU LU 29; National Operations Manager Maurice Rosas, Management

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.

Big Number
$6.275 million
Explanation

amount awarded to charity care for in-need patients