Platinum form: POA indicator query form
Use this form to conduct present on admission queries.
Benefit investigation form
Beth Beers, coding and reimbursement specialist for the oncology/hematology clinic at Mercy Hospital in Portland, ME, developed this tool to help make providers aware of insurance coverage information prior to treatment. Use this form to determine whether the patient has coverage for the treatment, whether there is a high deductible for the treatment, whether the patient can pay for the treatment, and whether there are any assistance programs that will help the patient pay for services and medications.
Patient tracer worksheet
Patient tracer worksheet
Admission, history, and physical examination tracking form
Use this form to track documentation for admission, history, and physical examination. This form was excerpted from HCPro's book, Ongoing Records Review: A Guide to JCAHO Compliance and Best Practice. For more information, visit http://www.hcmarketplace.com/prod-5043.html.
H&P critical elements pre-surgery tracking form
Use this form to help track critical elements in the history and physical. This form was excerpted from HCPro's book, Ongoing Records Review: A Guide to JCAHO Compliance and Best Practice. For more information, visit http://www.hcmarketplace.com/prod-5043.html.
Source: Ongoing Records Review, Fifth Edition: A Guide to The Joint Comission Compliance and Best Practices, reprinted with permission.
For more information visit: http://www.hcmarketplace.com/prod-5043.html.
Ongoing records review process assessment
Use this form to help assess your ongoing records review process.
Source: Ongoing Records Review, Fifth Edition: A Guide to The Joint Comission Compliance and Best Practices, reprinted with permission.
For more information visit: http://www.hcmarketplace.com/prod-5043.html.
Clinical Documentation Improvement Program Case Manager's Training Session
Use this exam to test case managers after your clinical documentation improvement program training session.
Source: Guide to Inpatient Clinical Documentation Improvement Strategies to Ensure Compliance and Correct Reimbursement, reprinted with permission.
For more information visit http://www.hcmarketplace.com/prod-1047.html
Protocol for a medical records committee with ongoing records review
Use this form to help develop a protocol for a medical records committee with ongoing records review oversight.
Source: Ongoing Records Review, Fifth Edition: A Guide to The Joint Comission Compliance and Best Practices, reprinted with permission.
For more information visit: http://www.hcmarketplace.com/prod-5043.html.
Request for accounting of disclosures
Use this sample form to requent accounting of disclosures.
Disclosure form
Use this sample form to track disclosures.
Source: Marshalltown (IS) Medical and surgical Center. Reprinted with permission.
Explanation of benefit audit tool
Track denials with this explanation of benefit audit tool in Excel.
Source: Denial Management: Key Tools and Strategies for Prevention and Improvement
For more information visit http://www.hcmarketplace.com/prod-3659.html
HIM department customer-satisfaction form
Use this sample form to quantify customer satisfaction pertaining to the HIM department.
Source: McAlester (OK) Regional Health Center. Reprinted with permission.
Sample confidentiality of patient and hospital information form
Use this sample form to ensure confidentiality of all patient and hospital information.
Source: Adapted from Memorial Hospital of Union County, Marysvill, OH. Reprinted with permission.
Request for restrictions on protected health information
Use this form to request restrictions on protected health information.
Source: Medical College of Ohio Hospitals. Reprinted with permission.
Inpatient-coding audit tool
Use this tool when conducting an inpatient-coding audit.
Source: Adapted from: Coding Compliance: A Pratical Guide to the Audit Process, Copyright 2000, HCPro, Inc.
Checklist of criteria for auditing firms
Use this checklist of criteria when selecting an auditing firm.
Source: Adapted from: Seven steps to HIM Compliance, copyright1998, HCPro, Inc.
Physician delinquency assessment
Use this form to create a delinquency profile for your physicians.
Source: More With Less, Second Edition: Best Practices for HIM Directors, reprinted with permission.
For more information visit: http://www.hcmarketplace.com/prod-5170.html
Transcription productivity report
Use this form to measure transcription productivity.
Source: Southeastern Ohio Medical Center, Cambridge. Reprinted with permission.
Unapproved abbreviations review tool
Disseminate this list to your coding staff so that they may track physician usage of unapproved abbreviations.
Source: Ongoing Records Review, Fifth Edition: A Guide to The Joint Comission Compliance and Best Practices, reprinted with permission.
For more information visit: http://www.hcmarketplace.com/prod-5043.html.
Workday assessment form
Use this form to assess coders' workdays and improve employee satisfaction and retention.
McAlester (OK) Regional Health Center. Reprinted with permission
Case manager self-evaluation form
Use this form to perform a case manager self-evaluation to assess coding and documentation improvement knowledge before implementing a clinical documentation improvement program.
Source: Guide to Inpatient Clinical Documentation Improvement Strategies to Ensure Compliance and Correct Reimbursement, reprinted with permission.
For more information visit http://www.hcmarketplace.com/prod-1047.html
72-hour/account transfers
Use this form for 72/-hour/account transfers for different dates of service. If the transfer is during the same day, use one of the other duplicate forms.
Source: Marshaltown (IA) Medical & Surgical Center. Reprinted with permission
Data collection tool
Use this data collection tool to determine a monthly tally of denials.
Source: Denial Management: Key Tools and Strategies for Prevention and Improvement, reprinted with pernmission.
For more information visit http://www.hcmarketplace.com/prod-3659.html
Hospital concurrent documentation improvement plan sample policy
Thinking about starting a concurrent documentation program? Use this sample policy as a foundation.
Source: Guide to Inpatient Clinical Documentation Improvement Strategies to Ensure Compliance and Correct Reimbursement, reprinted with permission.
For more information visit http://www.hcmarketplace.com/prod-1047.html
Sample claims tracking report for third-party payers
Use this sample claims tracking report to stay abreast of payments made by third-party payers.
Source: Revenue Cycle Management: A Best Practices Toolkit, reprinted with permission
For more information visit: http://www.hcmarketplace.com/prod-4003.html
Coding quality review for outpatient records
Use this form to review the coding quality of your facility's outpatient records.
Source: Adapted from: Coding Compliance: A Practical Guide to the Audit Process, copyright 2000, HCPro, Inc.
HIPAA complaint form
Use this form to report a privacy disclosure complaint.
Source: Granville (NC) Medical Center. Reprinted with permission