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Sample Accounting Cover Letter - Excel

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					To:     Washington MGMA Members
From:   Kris Linden
        February 10, 2009
RE:     2009 WMGMA Salary and Benefits Survey
        Please use December 31, 2008 figures.
        Attached is the annual WMGMA sponsored Salary and Benefits Survey for medical groups in
        Washington. Results of the survey will be shared at no cost to those who participate. Without a majority
        of participation, the survey is not useful. It is important that we all take the time to complete the survey. A
        cost for the survey has been charged for members who do not respond of $250.00, $500.00 for
        nonmembers and $750 for non-medical purchasers.

        The information contained in this survey is presented solely for the purpose of informing the membership
        of ranges of compensation and benefits of medical practice staff. The data may not be used for the
        purposes of limiting competition, restraint of trade or reducing or stabilizing wages or benefits. Federal
        and state antitrust laws prohibit such improper use.

        We realize that we cannot meet the needs of every participant, however, this survey can serve as a
        valuable resource in determining compensation for your employees.

        All responses are confidential.

        We recognize that jobs are different based on the size of the group. We have attempted to create a list of
        job descriptions with as many types of positions as possible. The job descriptions include the primary
        duties of the positions and jobs should be matched as close as possible. Job titles used in the survey
        may not be the same title used in your group. If an employee as duties that cover multiple positions then
        report their hourly wage in all positions.
        New last year was the separation of hourly rates for employees employed in the same organization, but
        primarily work in the Ambulatory Surgery Center. Please report the ASC employees in the separate
        section on Tab C.
        Please answer questions 8 in the section A. Survey Questionnaire for input on additional positions.
        Questions 3 & 4 are for your input for changes in benefits and other suggestions.
        Please complete the Benefits Section for only those benefits that apply to your organization. If a benefit
        does not exist in your group, either mark the question with an “N” – Not offered or “NA”. Or on the
        electronic survey, please do not mark the field.

        PLEASE COMPLETE TABS A, B, AND C WITHIN THIS FILE.

        Please return your completed survey by March 6, 2009 to:

        Lori Laubach
        Moss Adams LLP
        1301 A Street, Suite 600
        Tacoma, WA 98402-4205

        An electronic version of the survey is available at:
        http://www.mossadams.com/wsmgma

        After completing the survey electronically, please email it to wsmgmasurvey@mossadams.com

        Results of the survey will be mailed by April 10, 2009 if there are no deadline extensions


        If you have any questions, please contact Lori Laubach at Moss Adams LLP (800) 929-3582 ext. 45256.

        Thank you
                                                WMGMA
                                          Salary Benefit Survey
                                      Guide to Completing Survey

Please use December 31, 2008 figures.

Tab B. Salary and Benefit Survey
FULL-TIME EQUIVALENT (FTE) PHYSICIANS:

A full time physician works whatever number of hours the practice considers to be the minimum for a normal work
week, which could be 37.5, 40, 50 hours or some other standard. To compute the FTE of a part-time physician
divide the total hours worked by the physician by the number of hours that your medical practice considers to be a
normal work week. For example, a physician works 24.0 hours and the practice considers a normal work week to
be 32.0, the physician would be 0.75 FTE (24 divided by 32 hours).

Health Benefits Section
Remember to include the dollar amount paid per employee by your organization in this section. Or if your
organization only pays a percent, please indicate a percent. ONLY REPORT ZERO IF YOU DO NOT COVER
HEALTH BENEFITS


Additions to the Tab B
 Add Health Savings Account section to survey of benefits.

Tab C. Salaries
New last year was the separation of hourly rates for employees employed in the same organization, but primarily
work in the Ambulatory Surgery Center. Please see columns H to K for reporting of hourly rates for employees in
the ASC.

Column B - SURVEY JOB TITLE:
Refer to the job descriptions attached to the survey. The job titles used in the survey may not necessarily be the
same title used in your group. Disregard any position your group does not have.

If employee responsibilities are included in more than one job description please estimate approximately what
portion of their FTE is related to those responsibilities.


Column C – Contracted Service Y?
Respond with a Y if an outside service provides the contracted service for the position. If contracted, please
complete column H with the hourly or monthly rate.


COLUMNS D to G
For Years - Use Years of Employment not experience
For Rates
Rates should be average of all employees hourly rates paid and should not include fringe benefits, shift
differentials. Complete the columns based on the length of employment. Each line may have more than one
response.

           PLEASE RETURN THE ENTIRE SURVEY – EVEN PAGES WITH NO INPUT
       PLEASE CONTINUE TO NEXT TAB FOR INPUT TO HELP WITH NEXT YEAR’S SURVEY



                                                                                                    January 2006
                           WMGMA
                     Salary Benefit Survey
PLEASE COMPLETE THE BENEFIT SECTION TO THE BEST OF YOUR ABILITY




                                                            January 2006
                                                             WMGMA
                                                         2009 Survey Form


                                             Survey Questionnaire

      Name of Medical Group

 1. I am/will not complete survey:
            Yes            No


 2.                                    will be responding to this survey for my organization

 3. In preparing next year's survey, please list what you would like to see different:
    In the Salary section:
    In the Benefits section:
      In particular - how would
    redesign of the retirement
    section aid you?
 4. Which section was the most difficult to complete?
           Salary
           Benefits


      Were the instructions helpful?
 5.        Yes                    No


            If not, why?


 6. Results for 2007
          Did you like the format?           Yes           No


      What would you like to see in
      addition to what was
      reported?

 7. Results for 2008 will be sent electronically unless box below is checked
                                                   Please mail results to me

      List below any positions you would like to have considered for next year's survey. Please refer to job
 8.
      descriptions for assistance. Job titles without descriptions will not be added.

                      Job Title                       Job Description (2-3 primary responsibilities)
      1.                               1.1



      2.                               2.1



      3.                               3.1




      Other comments




07307d68-21c5-4d84-b3aa-576955da40bd.xls A. Survey Questionnaire
                                                        2009 Washington State MGMA
                                                           Salary Benefits Survey

Demographic Information:
   1. Name of medical group
      Number of patient service locations
      Name of person to send survey results to
           Address

                       City                           State                          Zip 00000-0000

                Phone                                                 Fax

                 Email

    2. Location of group:
          King, Snohomish or Pierce County
          Rest of Western Washington
          Central or Eastern Washington


    3. Group type:
          Primary Care
          Multi- Speciality
          Speciality
          Type of specialty
                                                                                                                (See Guide to Completing
    4. Number of full-time equivalent physicians in group:                                (use FTE formula)     survey tab for instructions)
       Which category:             5 or less   6 to 15                  16 and above


      Please choose one of the following that best describes your definition of a
      full-time equivalent physician:
         Hours per week                       Patient visits            Patient contact hours plus rounds
         Days worked per week                 Patient contact hours
         Hours per day                        Other


    5. Number of full-time equivalent, mid-level providers (i.e., CNM, ARNP, PA, CRNA,
       PT, Audiologist, Licensed Massage Therapist, etc.)                 (use FTE formula)


    6. Do you have a Compliance Officer?       Yes       No
       If yes, who functions as your Compliance Officer?
          Administrator                   Physician
          Business Office Manager         Other (please describe)

    7. Number of full-time equivalent employees (do not include mid-levels):
                       (use FTE formula)
          less than 20        51 to 250
          21 to 50            251 and over


    8. What is your FTE staff per FTE physician:                            (refer to FTE formula)


    9. Average FTE staff per provider:                                      (refer to FTE formula-for all providers including Mid-levels)

  10. What is your average annual adjustment precentage to salary ranges:
      Actual 2008              %
      Project 2009             %

  11. Does your clinic offer employees flexible hours?                         Yes                   No




       07307d68-21c5-4d84-b3aa-576955da40bd.xls                               5                                     B. Salary and Benefit Survey
                                                       2009 Washington State MGMA
                                                          Salary Benefits Survey

1. Insurance, etc.
   Please mark below the benefits offered to your employees. Please complete to the
   best of your ability.
            Mark "C" if clinic pays premium/cost         "S" if clinic & employee share premium/cost
                   "E" if employee pays premium/cost     "N" if not offered

                                                       Full-time emp.              Part-time emp.              Part-time emp.
                                                       (20-40 hrs/wk)              (20-31 hrs/wk)           (Less than 20 hrs/wk)

  Medical Insurance (Employee Only)

  Medical Insurance (Dependents)

  Dental Insurance (Employee Only)

  Dental Insurance (Dependents)

  Courtesy Discounts for Clinic Services

  Life, Accidental Death &
  Dismemberment Insurance

  Long-Term Disability Insurance

  Continuing Education

  Employee Assistance Program
  (counseling services)

  Uniform Allowance


  Bonus: Christmas or year end                  Yes            No


  Bonus: Productivity                           Yes            No
  If yes, who receives?

     All Employees        Physician          Employed MDs only          PA/PA-C          ARNP       Management Team             Billing Manager
     Administrator           Business Office Manager           Other (please describe)

  If health benefits are paid for employees, what is paid for by the employer on an average for each
  employee? (do not include employee portion)
                                                                            Average Monthly Amount          Average Monthly
                                           Entity's                          Per Employee Paid by           Amount paid by
                                           Percent                                 Employer                    Employee
                      Individual                           %            $

                      Family                               %            $




   07307d68-21c5-4d84-b3aa-576955da40bd.xls                                  6                             B. Salary and Benefit Survey
                                                      2009 Washington State MGMA
                                                         Salary Benefits Survey

2. Retirement
   What type of plan does your organization have? (Please complete the Type of Plan and details below)
   Please mark below the benefits offered to your employees and answer the questions below for each plan
   you have. Please complete to the best of your ability

             Mark "C" if clinic pays premium/cost                        "S" if clinic & employee share premium/cost
                  "E" if employee pays premium/cost                      "N" if not offered

                                                      Full-time emp.                   Part-time emp.               Part-time emp.
                  Type of Plan                        (20-40 hrs/wk)                   (20-31 hrs/wk)           (Less than 20 hrs/wk)
  Name: FILL IN

  What percentage does your practice match of employees?                                                    %            NA
    If match up to set percent-what is that pct matched up to?                                              % (this s/b different than above)
    If match up to set dollar amount-what amt matched up to?                                                Dollar amount

  If IRA - do you contribute a set amount per hour?                              Yes           No                NA
   If yes - what dollar amount per hour?                                                                    Dollar amount

  What percentage of employees' contribution do you contribute?                  NA                         %

  If your plan allows for employer contributions, what is the maximum percentage
  of gross wages that are contributed by the employer?                           NA                         %

  Contribution made regardless of employee contributing?                         Yes           No                NA

  Contribution made only for those employees who contribute?                     Yes           No                NA

  How many years to reach 100% vesting?           Immediately?     Yes                                      Years

  Is there a waiting period?                                                     Yes           No                NA
  What is your waiting period to be eligible for the plan?                                                  Months
   What is the waiting period based on number of hour worked?                                               Hours
  What month does retirement available after waiting period?
                                                      Full-time emp.                   Part-time emp.               Part-time emp.
                                                      (20-40 hrs/wk)                   (20-31 hrs/wk)           (Less than 20 hrs/wk)
  Name:

  What percentage does your practice match of employees?                                                    %           NA
    If match up to set percent-what is that pct matched up to?                                              % (this s/b different than above)
    If match up to set dollar amount-what amt matched up to?                                                Dollar amount

  If IRA - do you contribute a set amount per hour?                              Yes           No                NA
   If yes - what dollar amount per hour?                                 $                              -

  What percentage of employees' contribution do you contribute?                  NA                         %

  If your plan allows for employer contributions, what is the maximum percentage
  of gross wages that are contributed by the employer?                           NA                         %

  Contribution made regardless of employee contributing?                         Yes           No                NA

  Contribution made only for those employees who contribute                      Yes           No                NA
  How many years to reach 100% vesting?           Immediately?     Yes                                      Years

  Is there a waiting period?                                                     Yes           No               NA
  What is your waiting period to be eligible for the plan?                                                  Months
  What is the waiting period based on number of hour worked?                                                Hours
  What month does retirement available after waiting period?




   07307d68-21c5-4d84-b3aa-576955da40bd.xls                                  7                                  B. Salary and Benefit Survey
                                                    2009 Washington State MGMA
                                                       Salary Benefits Survey

                                                    Full-time emp.               Part-time emp.           Part-time emp.
                Type of Plan                        (20-40 hrs/wk)               (20-31 hrs/wk)       (Less than 20 hrs/wk)
Name: FILL IN       SAMPLE

What percentage does your practice match of employees?                                            %            NA
  If match up to set percent-what is that pct matched up to?                                      % (this s/b different than above)
  If match up to set dollar amount-what amt matched up to?                                        Dollar amount

If IRA - do you contribute a set amount per hour?                          Yes           No            NA
 If yes - what dollar amount per hour?                                                            Dollar amount

What percentage of employees' contribution do you contribute?                                     %            NA

If your plan allows for employer contributions, what is the maximum percentage
of gross wages that are contributed by the employer?                                              %            NA

Contribution made regardless of employee contributing?                     Yes           No            NA

Contribution made only for those employees who contribute?                 Yes           No            NA

How many years to reach 100% vesting?           Immediately?     Yes                              Years

Is there a waiting period?                                                 Yes           No            NA
What is your waiting period to be eligible for the plan?                                          Months                   NA
What is the waiting period based on number of hour worked?                                        Hours                    NA
What month does retirement available after waiting period?




 07307d68-21c5-4d84-b3aa-576955da40bd.xls                              8                              B. Salary and Benefit Survey
                                              2009 Washington State MGMA
                                                 Salary Benefits Survey

3. Vacation (If your practice combines vacation, sick leave, holidays, etc. as PTO, please
   go to Number 5 below.)

                                     Hourly Employees                  Salary Employees
                                       Days Earned                       Days Earned
       Years of Service                (non exempt)                        (exempt)
             1-5
                                                                                                     Please report number
             6-10
                                                                                                      of days, not rate per
            11-14
                                                                                                     hour or mthly accrual
             15+

  If part-time, do you prorate?        Yes    No
  If yes, how?        Based on hours worked          Based on percent of FTE            Based on hours paid
            Other:

  Month number accrual starts:                                 (For new employees)              Immediately
  Accrual start based on hire date or year end?               Hire date          Year End
  Month number available for use:                               (Example: Available after 3 mths of employment = 3)


4. Sick Leave (Do not use if sick is part of PTO benefits)
   When are these benefits available after hire date? After           months                        Immediately
              Number of sick leave days accrued per year:
   If sick leave is unused, what policy does your organization implement?
     Lose it                   Maximum accrual # of hours
     Long-term bank
     Conversion to vacation
     Conversion to $$


  Can employees donate unused hours to other employees?
     Yes        No


5. Paid Time Off (PTO)
   Combination of vacation, personal days, sick days.
                                  Hourly Employees                     Salary Employees
                                      Days Earned                        Days Earned
       Years of Service              (non exempt)                          (exempt)
             1-5
                                                                                                     Please report number
             6-10
                                                                                                      of days, not rate per
            11-14
                                                                                                     hour or mthly accrual
             15+

  How do you calculate PTO?           Based on hours worked           Based on percent of FTE                 Based on hours paid
         Other:

  Month number accrual starts:                                 (For new employees)                  Immediately
  Accrual start based on hire date or year end?               Hire date          Year End
  Month number available for use:                               (Example: Available after 3 mths of employment = 3)




   07307d68-21c5-4d84-b3aa-576955da40bd.xls                       9                                    B. Salary and Benefit Survey
                                                 2009 Washington State MGMA
                                                    Salary Benefits Survey

6. Holidays and Other
   How many paid holidays are recognized each year?                        Do not complete if PTO includes
   How many paid personal days are recognized each year?                                 Do not complete if
                                                                                         PTO includes
  Do you give employees days for the following?
                                                           # of days              Tuition paid?
                                           Y/N          Hrly      Salary         Y/N       Max Paid
  CME/CPE
  Masters program

                                           Y/N        # of days
  Bereavement                                                      As needed
  Jury Duty                                                        As needed
  Day after Thanksgiving
  Birthdays
  Day after Christmas
  Day after New Years day


7. Flexible Benefit Program (Section 125 Plan)
   Does your medical group offer a Flexible Benefit Program (cafeteria plan) with Flexible
   Spending Accounts?         Yes       No


  Can employees elect to receive cash in lieu of health insurance benefits?
      Yes        No
  If yes, what percentage of the benefit amount?                           %
  Or what dollar amount?                                      $

8. Health Savings Accounts (HSA)
   Does your medical group offer a Health Savings Account (HSA)?                Yes     No
     Pay a portion of account        Yes       No
   If yes, what percentage of the benefit amount?                %
   Or what dollar amount?                             $

  What is deductible for major medical?                       $                Annual   Monthly

9. Health Care Costs
   Check below if you have done any of the following to reduce health care costs within the last
   12 months.
     Raised the employee's portion of premium costs
     Raised the employee's deductible
     Offered a managed care program
     Reduce benefits
     Raised Employee's Copayment
     Changed Insurance Plans
     Offered for first time HSA
     Other




   07307d68-21c5-4d84-b3aa-576955da40bd.xls                       10                         B. Salary and Benefit Survey
                                                   Washington MGMA Salary Survey - 2009
Note: For Avg Hourly rate, please enter the Average Hourly Rate for all employees in a position
Note: Please separate ASC employees from non-ASC employees in reporting hourly rates - see additional positions
classified as ASC
                                                                All Non-ASC Employees                    (If
                                                                have a clinic and an ASC, include Employees             ASC Only Employees
                                                                      who work in both in this section)
  A                          B                          C          D          E         F        G               H           I        J        K        L       M
                                                   Contracted              Average Hourly rate                           Average Hourly rate           Contracted
Pos.                 Survey Job Title               Service               Years of Employment                           Years of Employment                Rate
                                                       "Y"       0 to 3     4 to 6   7 to 10 > than 10         0 to 3     4 to 6   7 to 10 > than 10   Hrly    Mthly
        Mid-Level Providers
  1.1   Audiologist
  1.2   Certified Nurse Midwife
  1.3   A.R.N.P. (F.N.P.)
  1.4   C.R.N.A
  1.5   Physician Assistant (Primary Care)
  1.6   Physician Assistant (Specialty)
  1.7   Physical Therapist (PT)
  1.8   Surgical Assistant (PA/RN)

        Nursing/Medical
  2.1   Medical Assistant
  2.2   Medical Assistant - certified/registered
  2.3   L.P.N.
  2.4   R.N.
  2.5   Health Care Assistant (HCA)
  2.6   Certified Nurse Assistant (CNA)
  2.7   Physical Therapy Assistant (PTA)
  2.8   Physical Therapy Aide
  2.9   Surgery Scheduler

        Diagnostic/Therapeutic
  3.1   Radiology Technologist - certified
  3.2   Radiology Technologist - non certified
  3.3   Mammography Technician
  3.4   Pulmonary Function Technician
  3.5   Echo Technician
  3.6   CT Technician
  3.7   EEG Technician
  3.8   EKG/Treadmill Technician
  3.9   Orthopedic Technician
 3.10   Vascular Technician
 3.11   MRI Technician

        07307d68-21c5-4d84-b3aa-576955da40bd.xls                                                                                                                6
                                              Washington MGMA Salary Survey - 2009
Note: For Avg Hourly rate, please enter the Average Hourly Rate for all employees in a position
Note: Please separate ASC employees from non-ASC employees in reporting hourly rates - see additional positions
classified as ASC
                                                           All Non-ASC Employees                    (If
                                                           have a clinic and an ASC, include Employees             ASC Only Employees
                                                                 who work in both in this section)
  A                         B                      C          D          E         F        G               H           I        J        K        L       M
                                              Contracted              Average Hourly rate                           Average Hourly rate           Contracted
Pos.                Survey Job Title           Service               Years of Employment                           Years of Employment                Rate
                                                  "Y"       0 to 3     4 to 6   7 to 10 > than 10         0 to 3     4 to 6   7 to 10 > than 10   Hrly    Mthly
 3.12   Ultrasound Technologist
 3.13   Nuclear Medicine Technologist
 3.14   Respiratory Therapist - licensed
 3.15   Dexa Technologist
 3.16   Athletic Trainer
 3.17   Allergy Technician
 3.18   Tech Aide
        Ambulatory Surgery Centers
  4.1   OR RN Supervisor
  4.2   Surgical Nurse
  4.3   Pre-Op & Post-Op Nurse
                                                                         Not Applicable
  4.4   Lead Surgical Tech
  4.5   OR Tech
  4.6   Instrument Tech
      Research
  5.1 Research Coordinator

  5.2 Research Assistant
      Laboratory
  6.1 Laboratory Assistant/Phlebotomist
  6.2 Medical Laboratory Technician
  6.3 Medical Technologist
      Optical
  7.1 Optometrist
  7.2 Ophthalmic Technician - Certified
  7.3 Certified Ophthalmic Assistant (COA)
         Medical Records
  8.1    Medical Records Clerk
  8.2    Medical Transcriptionist
 8.2a    Medical Transcriptionist (by line)
  8.3    Accredited Records Technician (ART)
        07307d68-21c5-4d84-b3aa-576955da40bd.xls                                                                                                           7
                                                      Washington MGMA Salary Survey - 2009
Note: For Avg Hourly rate, please enter the Average Hourly Rate for all employees in a position
Note: Please separate ASC employees from non-ASC employees in reporting hourly rates - see additional positions
classified as ASC
                                                                   All Non-ASC Employees                    (If
                                                                   have a clinic and an ASC, include Employees             ASC Only Employees
                                                                         who work in both in this section)
  A                          B                             C          D          E         F        G               H           I        J        K        L       M
                                                      Contracted              Average Hourly rate                           Average Hourly rate           Contracted
 Pos.                Survey Job Title                  Service               Years of Employment                           Years of Employment                Rate
                                                          "Y"       0 to 3     4 to 6   7 to 10 > than 10         0 to 3     4 to 6   7 to 10 > than 10   Hrly    Mthly

         Administrative
   9.1   Administrative Assistant
   9.2   Executive Secretary
   9.3   Office Clerk/Mail Clerk
   9.4   Human Resources Assistant
   9.5   Physician/Staff Recruiter

         Business Office
  10.1   Medical Receptionist/Patient Registration
  10.2   Check Out/Cashier
  10.3   Reception/Scheduler
  10.4   Financial Services Counselor (Collections)
  10.5   Billing Representative
  10.6   Reimbursement Specialist
  10.7   Patient Scheduler
  10.8   Certified Coder (CPC or CCS-P)
  10.9   Non Certified Coder
 10.10   Surgical Biller
 10.11   Data Entry Clerk
 10.12   Charge Entry - Only
 10.13   Payment Entry - Only
 10.14   Referral Coordinator

       Accounting/Finance
  11.1 Accounting Clerk - Payables/Payroll
  11.2 Bookkeeper
  11.3 Accountant

         Manager/Supervisor
  12.1   Practice Administrator/Manager
12.1A    Practice Administrator/Manager with ASC
  12.2   Small Office Manager
  12.3   Site/Satellite Manager

         07307d68-21c5-4d84-b3aa-576955da40bd.xls                                                                                                                  8
                                                  Washington MGMA Salary Survey - 2009
Note: For Avg Hourly rate, please enter the Average Hourly Rate for all employees in a position
Note: Please separate ASC employees from non-ASC employees in reporting hourly rates - see additional positions
classified as ASC
                                                               All Non-ASC Employees                    (If
                                                               have a clinic and an ASC, include Employees             ASC Only Employees
                                                                     who work in both in this section)
  A                         B                          C          D          E         F        G               H           I        J        K        L       M
                                                  Contracted              Average Hourly rate                           Average Hourly rate           Contracted
Pos.                Survey Job Title               Service               Years of Employment                           Years of Employment                Rate
                                                      "Y"       0 to 3     4 to 6   7 to 10 > than 10         0 to 3     4 to 6   7 to 10 > than 10   Hrly    Mthly
 12.4   Chief Financial Officer
 12.5   Operations Manager
 12.6   Reimbursement Manager
 12.7   Compliance Officer
 12.8   Human Resource Manager
 12.9   Purchasing Supervisor
12.10   Reception Manager/Supervisor/Lead
12.11   Business Office Manager
12.12   IS Manager
12.13   Clinical/Nursing Supervisor
12.14   Radiology Supervisor
12.15   Laboratory Supervisor
12.16   Controller/Accounting Manager
12.17   Research Manager
12.18   Medical Records Supervisor
12.19   Billing Office Supervisor
12.20   Transcription Supervisor
12.21   Data Processing Coordinator
12.22   Maintenance Supervisor
12.23   Managed Care Coordinator
12.24   Marketing and Public Relations Director

      Support Services
 13.1 Housekeeping/Janitor
 13.2 Switchboard Operator
 13.3 Supply Coordinator

        Information Services
 14.1   PC Hardware Technician
 14.2   Network System Engineer/Analyst
 14.3   EMR Support
 14.4   EMR Manager


        07307d68-21c5-4d84-b3aa-576955da40bd.xls                                                                                                               9
                                                                          Job Titles and Descriptions



Mid-Level Providers
1.1         Audiologist – Conducts hearing exams and hearing aid evaluations. Makes recommendation for rehabilitation of patients with impaired hearing. Provides a full range
            of diagnostic, consultative and rehabilitative services to patients and families.
1.2         Certified Nurse Midwife – Works as NP in office as primary care. Delivery privileges at hospital. Oversees the medical care of assigned pregnant patients.

1.3         A.R.N.P. (F.N.P) – Provides primary care to patients. Takes histories, orders appropriate diagnostic tests, provides treatment for minor problems and gives
            appropriate patient counseling and education. Works within scope of ARNP and clinic policies. Consults or refers to physician any problems outside scope of
1.4         practice. – Administers anesthetic agents in OR. Pre-surgical evaluation, monitoring during procedure and post-op evaluation.
            C.R.N.A.

1.5         Physician Assistant (Primary Care) – Provides appropriate primary care to patients. Takes histories, orders appropriate diagnostic tests, provides treatment for
            minor/routine problems and gives appropriate counseling to patients. Follow physician’s assistants’ policies.
1.6         Physician Assistant (Specialty) – Provides appropriate specialty care to patients. Follow physician’s assistants’ policies.

1.7         Physical Therapist (PT) - Performs evaluations for musculoskeletal and neurological patients, formulates treatment plans and goals; performs physical therapy
            procedures and modalities; directs care provided by physical therapy assistants. Provide services that help restore function, improve mobility, relieve pain, and
            prevent or limit permanent physical disabilities of patients suffering from injuries or disease
1.8         Surgical Assistant (PA/RN) – Assists physician in surgery.


Nursing/Medical
2.1        Medical Assistant – Assists physicians and nursing staff with direct and indirect patient care, which includes greeting patients, checking patients into exam rooms,
           assisting physician, answering telephone and scheduling appointments.

2.2         Medical Assistant (Certified/Registered) – Duties are the same as 2.1.

2.3          L.P.N. – Coordinates patient care activity on the telephone and in the office providing necessary support to the physician within established guidelines. Includes
            preliminary patient preparation, assisting physicians as required patient education, scheduling tests/surgeries, and a variety of medically related tasks within scope of
            nursing practice.
2.4         R.N. – coordinates patient care activity in the telephone and in the office, providing necessary support to the physician within established guidelines. Including
            preliminary patient preparation, assisting physicians as required patient education, scheduling test/surgeries, and a variety of medically related tasks within the scope
            of nursing practice. Administers injections as needed.
2.5         Health Care Assistant (HCA)

2.6         Certified Nurse Assistant (CNA) - Responsible for performing basic nursing care to patients. The CAN collaborates with the RN and LPN in providing basic care
            measures to a designated patient population. Obtains and accurately documents patient vital signs and weight.
2.7         Physical Therapy Assistant (PTA) - Responsible for providing direct patient care based on treatment plan established by primary PT. Operates therapeutic
            equipment and devices, documents care and other patient information for medical record including history, treatment and consultations.
2.8         Physical Therapy Aide - PT aide is a non-licensed worker. The primary function is to perform designated routine tasks related to the operation of the PT service and
            may assist with the patient related activities which are pre-determined for each patient and assigned by the physical therapist.
2.9         Surgery Scheduler – Schedules surgeries and coordinates with other physicians. Maintains surgical schedules for physicians and coordinates with receptionist.
            Notifies patients of surgery date by telephone or mail. Gives hospitalization instructions to patients. Keeps track of operating room and on-call schedules.




                                                                                        23.10
                                                                           Job Titles and Descriptions

Diagnostic/Therapeutic
3.1         Radiology Technologist (Certified) – Performs radiological examinations, which includes general diagnostic, fluoroscopy and mammography. Provides necessary
            clerical and darkroom support as needed.
3.2         Radiology Technologist (Not certified) – Duties are the same as 3.1.

3.3         Mammography Technician – Responsible for the operation of a dedicated mammography unit to perform mammography exams.

3.4         Pulmonary Function Technician – Performs routine and specialized pulmonary diagnostic procedures and tests, reviews all result data for quality assurance issues.

3.5         Echo Technician – Performs echocardiograms, cardiac Doppler and color flow imaging tests under minimum direction.

3.6         CT Technician – Under the direction of a radiologist, performs diagnostic computerized topography examinations at a technical level not requiring constant
            supervision of technical detail. Performs a variety of technical procedures that require independent judgment, with initiative to apply prescribed ionizing radiation for
            radiographic diagnosis.
3.7         EEG Technician – Performs standard and complex neurological electric diagnostic procedures under minimum direction.

3.8         EKG/Treadmill Technician – Performs EKG and Treadmill tests.

3.9         Orthopedic Technician – Assists physician in all casting and bracing procedures, functions with moderate supervision.

3.10        Vascular Technician – Performs full array of vascular exams including renal, abdominal and peripherals, venous imaging and saphenous mapping.

3.11        MRI Technician – Under the direction of a radiologist, performs magnetic resonance imaging tests at a technical level not requiring constant supervision of technical
            detail. Performs a variety of technical procedures that require independent judgment,
3.12        Ultrasound Technologist – Performs diagnostic ultrasound examinations and selects appropriate ultrasonic technical and recording parameters.

3.13        Nuclear Medicine Technologist – Performs all nuclear medicine exams/tests.

3.14        Respiratory Therapist (Licensed) – Responsible for performing pulmonary function diagnostic testing including assessing patient status prior to testing and
            obtaining signed consent, and instructs patients to obtain optimal results. Prepares data for interpretation and documents in patient chart and pulmonary function
            files.
3.15        Bone (DEXA) Technologist - Conducts tests of bone mineral density using the dual energy x-ray absorptiometry (DEXA). Calibrates and performs light maintenance
            on DEXA machine
3.16        Athletic Trainer – Responsible for assessing, evaluating and treating athletes. Provides education and counseling to patients and groups regarding health
            maintenance, injury prevention, strength and conditioning.
3.17        Allergy Technician – Assesses allergy history of patient. Performs food and allergy testing. Administers allergy immunotherapy injections and performs pulmonary
            function testing.
3.18        Tech Aide - Assists radiologist and technologist by ensuring that patient is ready for exam, i.e. changed into gown, miscellaneous paperwork, etc.




                                                                                         23.11
                                                                         Job Titles and Descriptions

Ambulatory Surgical Centers
4.1        OR RN Nurse Supervisor - Competent to fulfill the OR RN job description and additionally is responsible for the coordination of care provided in surgery on a daily
           basis, collaborating closely with the Clinical Director.
4.2         Surgical (OR) Nurse - Under minimum supervision, provides safe, quality patient care in the operating room. The Registered Nurse is accountable for the assessing,
            planning, implementing and coordinating of patient care in the operating room. Is responsible for the achievement of patient outcomes in accordance with the mission
            of the organization.
4.3         Pre-Op and Post-Op Nurse - The Registered Nurse is accountable for the assessing, planning, implementing and coordinating patient care from admission to
            discharge in the pre-op and post-op areas.
4.4         Lead Surgical Technologist - The Lead Surgical Technologist performs all of the duties described in the job description OR Technologist. In addition to those
            duties, the Lead Surgical Technologist is a member of the surgical management team and is responsible for upholding management decisions. The Lead tech is
            responsible for assisting with orientation of new surgical staff.
4.5         OR Technologist - Must have the ability to scrub on all cases performed at the Center. Is responsible for the set-up and maintenance of sterile field. Assists in the
            opening of the supplies/equipment for surgical cases. May assists in preparation for cases by “picking cases”.
4.6         Instrument Room Tech - Work in one of three places: GI room, Decontamination Room, Clean Room. They clean and sterilize all instruments using the Steris or
            autoclave, prepare trays, help pick for the next cases, etc.

Research
5.1         Research Coordinator – Responsible for the coordination of research studies performed in the organization.
5.2         Research Assistant – Assistant on research studies performed in the organization.

Laboratory
6.1        Laboratory Assistant/Phlebotomist – Assists technologists by performing venipunctures, taking throat cultures, setting up urinalysis and ECGs. Greets and admits
           patients to department, accesses patient information, receives calls, gives routine instructions to patients.
6.2         Medical Laboratory Technician – Performs all lab procedures such as hematology, chemistries, urinalysis, serologic tests, stool hem occults, and venipunctures
            under supervision of medical technologist.
6.3         Medical Technologist – Performs all lab procedures and conducts a variety of qualitative and quantitative tests. Oversees work of MLT and lab assistants.


Optical
7.1         Optometrist – Performs eye exams with refractions, fits contact lenses.
7.2         Ophthalmic Technician (Certified) – Greets patients, takes histories, performs preliminary tests. May perform some specialized tests (visual fields neutralize
            glasses). May provide contact lens patients care activities that include fitting, visual field testing and patient education.
7.3         Certified Ophthalmic Assistant (COT) – Performing all testing, histories, refractions, scribing with the physicians


Medical Records
8.1        Medical Records Clerk – Maintains medical records by pulling medical records for appointments, filing information into the records. May be required to process out-
           going mail.
8.2         Medical Transcriptionist – Transcribes medical dictation from tapes or written documents for physicians and other health care providers. May also be paid by the
            line but must be an in-office employee, not contracted.
8.2a        Medical Transcriptionist (by Line) – Same as 8.2.
8.3         Accredited Records Technician (ART) -- Responsible for preparing and coding statistical reports, diagnoses, operations and procedures. Maintains indexes
            according to established plans and procedures. Must be accredited by the American Association of Medical Record Administrators.
                                                                                       23.12
                                                                           Job Titles and Descriptions


Administrative Support
9.1         Administrative Assistant – Responsible for general administrative duties as assigned by the Clinic Administrator or small office manager to include personnel
            recruitment and employment, maintaining personnel files and employee benefit programs, processing employee and physician payroll. May be required to process
            accounts payable and coordinate maintenance requests. May assist physicians with continuing education and license requirements. Analyzes reports.


9.2         Executive Secretary – Provides secretarial support to Administration, Board of Directors, Board of Trustees, physicians and staff. Prepares, takes and transcribes
            minutes for Board, Stockholder, Trustee and other meetings. Provides clerical support by typing letters, legal documents and reports. Coordinates physician
            recruitment activities and new physician orientation.
9.3         Office Clerk/Mail Clerk – sorts and may distribute daily incoming mail. Processes daily out-going mail. May be responsible for processing and mailing billing
            statements, operating mail equipment and photocopying.
9.4         Human Resources Assistant – Performs a variety of routine personnel work such as maintaining records, compiling statistics, data entry and processing
            employment applications. Furnishes employee information to authorized persons, and assists employees on matters regarding personnel forms, records and
            procedures.
9.5         Physician/Staff Recruiter – Responsible for recruiting and hiring process for provider and clinic level positions. Defines job descriptions and position specifications
            for the clinic. Establish and maintain recruiting relationship with recruiting resources and advertising venues.

Business Office
10.1       Medical Receptionist/Patient Registration – Receives and screens incoming calls. Schedules appointments and gives non-medical information to patients. Enter
           appointment list for next day into CRT. Copies medical records as requested by doctors or patients. Greets and admits patients. Updates patient identification and
           insurance information in CRT as needed. Collects co-payments, verifies referrals.
10.2        Check Out/Cashier – Totals visit charges, audits charge slips for correct information, takes patient payments, balances cash box and writes up daily deposits.

10.3        Reception /Scheduling - Completes registration of patients, answers phones and schedules appointments - use only if both are responsibility of position

10.4        Financial Services Counselors – Counsels patients regarding their delinquent account and interprets credit policies and procedures to physicians, employees and
            patients. Liaison with collection agencies. Assists patients with payment of their bill by conducting credit interviews, contacting patients by phone, sending collection
            letters and responding to correspondence. Responds to patients regarding their billing record by telephone, correspondence or in person.

10.5        Billing Representative – Processes charges that are directly billed to government agencies, medical service bureaus, insurance companies and/or firms. Receives
            and applies payments to proper accounts. Responds to patients regarding their billing record by telephone, correspondence or in person. Also described as a patient
            account representative.
10.6        Reimbursement Specialist -- Audits charge tickets for accuracy of CPT and diagnosis codes, identifies and solves coding problems. Responds to coding questions
            from clinical staff. Reports to reimbursement manager.
10.7        Patient Scheduler – Schedule patient appointments on automated computer scheduling program. Maintains and updates current information on provider’s schedules
            ensuring patients are scheduled properly and appointments are confirmed.
10.8        Certified Coder (CPC or CCS-P) – Codes and checks coding for office and surgical procedures. Trains staff and physicians on correct coding. Audits charts to
            ensure providers are kept within compliance.
10.9        Non-Certified Coder – Same as 8.7 but with no certification.

10.10       Surgical Biller – Expert biller for determined surgical specialty. Bills out complex surgeries.



                                                                                        23.13
                                                                           Job Titles and Descriptions
10.11       Data Entry Clerk – Enters charges and payments into data processing system via CRT. Audits charge tickets for accurate charging procedures.

10.12       Charge Entry Only - Posts and reconciles physician/provider charges

10.13       Payment Entry Only - Posts and reconciles payment remittances as well as ERA

10.14       Referral Coordinator – Responsible for reviewing managed care referrals and reconciling claims against referrals after services have been provided. Reviews
            referrals for completeness of information and gather additional information as needed to complete referrals. Enters referrals on the managed care information system.

Accounting/Finance
11.1       Accounting Clerk (Payables/Payroll) – Processes A/P checks including coding vendor number on invoice, matching invoice to purchase order or authorization and
           files processed invoices. Enters related AP transactions into the general ledger on the computer. Analyze, prepare, and input payroll data, typically using an
           automated system to produce accurate and timely payroll. Reviews and resolves errors from edits. Resolves employee and supervisory payroll questions. Analyzes
           payroll reports and provides results to supervisor.
11.2        Bookkeeper – Processes payroll for employees and physicians. Reconciles bank statements and prepares monthly/quarterly reports. Processes physician continuing
            education requests. Could supervise other staff in the department.
11.3        Accountant -- Provides a wide variety of regular and recurring moderately complex accounting functions requiring full professional competency. Establishes and
            maintains accounting records. Maintains one or a combination of general accounting, budget, or cost systems. Assists in interpreting accounts and records for
            administrative officers. May balance books, prepare tax reports, or perform other special projects. May direct lower level employees.


Manager/Supervisor
12.1      Practice Administrator/Manager – Responsible for overall management, contracting, long range planning and day-to-day operations of the Clinic. Responsibilities
          include physician and personnel recruitment and employment, maintaining personnel files and employee benefits programs, processing employee and physician
          payroll, may be required to process accounts payable and coordinate maintenance requests. May assist physician with continuing education and licensing
          requirements.
12.1A       Practice Administrator/Manager with ASC - Same duties as above, with addition of managing ASC.
12.2        Small Office Manager – Position reserved for groups less than three physicians. Responsible for day-to-day operations, human resources functions, prepares office
            payroll, and accounts payable, oversees and approves all supplies and equipment. Prepares and coordinates doctors schedules.
12.3        Site/Satellite Manager – Plans, organizes and directs all aspects of clinical division, satellite or major clinical department. Ensures quality patient care through
            efficient and effective clinic to all patients. Acts as liaison between administration, physicians and staff. Directs and delegates department activities.

12.4        Chief Financial Officer – Provides a wide variety of regular and recurring moderately complex accounting functions requiring full professional competency.
            Establishes and maintains accounting records. Maintains one or a combination of general accounting, budget or cost systems. Assists in interpreting accounts and
            records for administrative officers. May balance books, prepare tax reports or perform other special projects. May direct lower level employees. Prepares and
            presents monthly financial statements to the Board/Stockholders, maintains cost accounting, selects and trains/orients department personnel (payroll and accounts
            payable).
12.5        Operations Manager - Hiring, training and employee relations activities. Responsible for efficient day-to-day operations of organization.

12.6        Reimbursement Manager – Assists providers in standardizing billing procedures to maximize reimbursement. Trains and updates new physicians/ providers in
            proper billing procedures. Also maintains CPT service code tables and charge tickets.
12.7        Compliance Officer – Responsible for ensuring the clinic remains in compliance with all regulations and requirements. Reports to CFO or Administrator. Develops
            clinics policies and procedures related to compliance.

                                                                                        23.14
                                                                     Job Titles and Descriptions
12.8    Human Resource Manager – Recruitment, employment, training, compensation program and employee relation activities. Develops HR policies and procedures for
        the entire organization.
12.9    Purchasing Supervisor – Monitors inventory control for office and medical supplies. Coordinates with supervisors the purchasing of supplies not normally stocked.
        Assists in preparation of equipment justification for capital equipment purchases. Evaluates new products and new sources for purchasing and makes comparisons.
        Assists in developing and monitoring budgets. Coordinates group purchasing contracts.
12.10   Reception Manager/Supervisor/Lead – Oversees all aspects of the organization’s reception department. Usually reports to the chief operating Officer. Responsible
        for the selection, training and performance evaluation of department personnel.
12.11   Business Office Manager – Directs and coordinates all business office activities in an organization that has a top administrator. Monitors medical billing system.
        Oversees areas of responsibility such as third party reimbursements, physician billing, collections, contract administration and management reporting. Reports to the
        senior administrative officer or to the organization’s top financial position.
12.12   IS Manager – Responsible for planning, directing and developing clinic information systems. Oversees areas of responsibility such as PC help, programmers,
        network administrators. Ensures systems function efficiently on a daily basis.
12.13   Clinical/Nursing Supervisor -- Oversees all aspects of the organization’s nursing practices. In most cases, this position requires certification as a Registered Nurse.
        Oversees all nursing staff. Usually reports to the chief operating Officer.
12.14   Radiology Supervisor – Oversees all aspects of the organization’s radiology department. Usually reports to the chief operating Officer. Responsible for the selection,
        training and performance evaluation of department personnel.
12.15   Laboratory Supervisor – Oversees all aspects of the organization’s laboratory department. Usually reports to the chief operating Officer. Responsible for the
        selection, training and performance evaluation of department personnel.
12.16   Controller/Accounting Manager – Prepares and presents monthly financial statements to the Board/Stockholders, maintains cost accounting, selects and
        trains/orients department personnel (payroll and accounts payable). Responsible for organizing and maintaining financial accounting systems, including accounts
        payable, general ledger, employee payroll, cash disbursements, financial statements and tax information.
12.17   Research Manager - Contract negotiation, regulatory guidelines, manages coordinators

12.18   Medical Records Supervisor – Manages daily operation of medical records department, establishes systems and procedures for the distribution and use of medical
        records throughout the facility. Responsible for the selection, training and performance evaluation of department personnel.
12.19   Billing Office Supervisor – Oversees billing department functions. Data entry, surgical billing, insurance remits, collections.
12.20   Transcription Supervisor – Oversees all aspects of the organization’s transcription department. Usually reports to the Chief Operating Officer. Responsible for the
        selection, training and performance evaluation of department personnel.
12.21   Data Processing Coordinator – Responsible for the data processing system of clinic. In charge of insurance billing, statements and monthly reports. Maintains
        computer system hardware and software.
12.22   Maintenance Supervisor -- Oversees management of physical facilities and related services including maintenance, electrical equipment and grounds maintenance.
        Supervises department staff. Reports to Director of Facilities/Administrators.
12.23   Managed Care Coordinator – Coordinates all activities relating to managed health care services (HMO, PPO, IPA etc) which includes processing bills from outside
        contractors, interpreting managed care policies and procedures. Services as resource person for staff regarding managed care and eligibility questions, resolves
        patient service problems.
12.24   Marketing and Public Relations Director – Develops, implements and manages a coordinated approach to marketing and community and public relations.
        Responsible for planning, budgeting, program and practice development, and advertising and media relations that reflects current market research data. Assists
        directors in the identification and development of systems and service delivery improvements. Writes advertising, copy and patient education brochures.




                                                                                   23.15
                                                                          Job Titles and Descriptions

Support Services
13.1       Housekeeping/Janitor – Cleans the inside of the building that includes dusting, wet mopping, vacuuming, cleaning counters and sinks, disinfects rest rooms.

13.2        Switchboard Operator – Receives and directs incoming calls from main switchboard.

13.3        Supply Coordinator – coordinates all Central Supply activities including receiving supplies, taking inventory of supplies and being accountable for all supplies.


Information Services
14.1        PC Hardware Technician – Troubleshoots user hardware problems and makes minor repairs to personal computers, terminals, printers, and communication
            connections. Installs PCs and associated hardware. Runs basic diagnostic tests. Refers major problems to computer vendors.
14.2        Network System Engineer – Responsible for the planning, implementation, and operations of information systems. Evaluates implements and documents new local
            and wide area network hardware and software.
            EMR Support - Scan paper chart after pt appointment and send to storage. Review and attach incoming patient records via fax to EMR record. Route incoming
14.3        EMR documents to appropriate provider or staff for review and electronic signature.
            EMR Manager - Testing software upgrades to assure stability and reliability; assist in interface development, coordination, and testing, Related software and workflow
14.4        problem resolution and fielding questions, fixing problems with documents, etc.




                                                                                       23.16

				
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Description: Sample Accounting Cover Letter document sample