8011 - Annual Competency Skills Assessment - DME Billing Collection Coordinator by compliancedoctor

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									                         ANNUAL COMPETENCY SKILLS ASSESSMENT
                              EVALUATION OF PERFORMANCE
                          DME BILLING COLLECTION COORDINATOR

                                1 = Cannot Perform Skills Independently
                                2 = Requires Some Assistance to Perform Skills
                                3 = Can Perform Skill Independently
                               N/A = Not Applicable


        What is the procedure for encoding payments?                             1   2   3   NA

        What procedure do you follow if a client requests an itemized bill?      1   2   3   NA

        What procedure do you follow when preparing the monies for bank          1   2   3   NA
         deposit each day?

        What do you do if you miss a punch in the computerized punch time        1   2   3   NA
         system?

        What procedure do you follow if the day's payments do not balance?       1   2   3   NA

        What changes would you like to see in the company?                       1   2   3   NA

        Maintains a 100% accuracy rate in encoding payments.                     1   2   3   NA

        Maintains a 100% accuracy rate in posting payments to client accounts.   1   2   3   NA

        How is client eligibility for equipment or service verified.             1   2   3   NA

        Performs collections in a professional manner.                           1   2   3   NA

        Demonstrates the ability to work independently.                          1   2   3   NA

        Company Environment - Able to locate and/or demonstrate knowledge of:

                 Company directory                                               1   2   3   NA

                 Physician directory                                             1   2   3   NA

                 Home Health Agency directory                                    1   2   3   NA

                 Insurance Companies directory                                   1   2   3   NA

                 Office Equipment:

                          Telephone system                                       1   2   3   NA

                          Computer system, word processing, billing program      1   2   3   NA
© The Compliance Doctor, LLC
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME BILLING COLLECTION
COORDINATOR (continued)

                       Copy machine                                            1   2   3   NA

                       Fax machine                                             1   2   3   NA

                       Adding machine, calculator                              1   2   3   NA

                       Other                                                   1   2   3   NA

               Fire Equipment:

                       Alarms                                                  1   2   3   NA

                       Fire extinguishers                                      1   2   3   NA

                       Exit doors                                              1   2   3   NA

               Company Safe                                                    1   2   3   NA

       Company Organization - Able to describe roles and functions of:

               Operations Manager                                              1   2   3   NA

               Insurance Companies                                             1   2   3   NA

               Medicare/Medicaid                                               1   2   3   NA

       Company Resources - Able to locate and demonstrate the use of:

               Reviews and revises Billing Department Policy and Procedure     1   2   3   NA
                Manual

               Company Policy and Procedure Manual                             1   2   3   NA

               Assists in reviewing and revising Corporate Compliance Manual   1   2   3   NA

               Safety Manual                                                   1   2   3   NA

               Fire/Emergency Management Manual                                1   2   3   NA

               Material Safety Data Sheets (MSDS) Manual                       1   2   3   NA

               Specific Reference Materials                                    1   2   3   NA

               PI Documentation                                                1   2   3   NA

               Other                                                           1   2   3   NA

       Company Routines - Able to describe, locate and/or demonstrate
        knowledge of:

               Communication System:

Reference #8011 DME
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME BILLING COLLECTION
COORDINATOR (continued)

                      Bulletin boards                  1      2   3   NA

                      Logbooks                         1      2   3   NA

                      Meeting minutes                  1      2   3   NA

                      On-call schedules                1      2   3   NA

                      Ordering supplies                1      2   3   NA

       Cultural Factors:

               Religion                                1      2   3   NA

               Food preferences                        1      2   3   NA

               Family/community relationships          1      2   3   NA

               Healthcare attitudes/understanding      1      2   3   NA

               Trust/privacy needs                     1      2   3   NA

               Socioeconomic environment               1      2   3   NA




Reference #8011 DME
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME BILLING COLLECTION
COORDINATOR (continued)

Total of Score #3s: __________
Total of Score #2s: __________
Total of Score #1s: __________

Identified Areas that Require Improvement:




Comments:




Name:                                        Title:


Date:




Signature of Supervisor:




Signature of Staff Member:




Reference #8011 DME

								
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