Financial Data Presentation Templates by mns18688

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									      Financial Disclosure


WV Health Care Authority

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  WV Health Care Authority
Presentation Objectives
  Increase Awareness of Financial Disclosure
  Outline the Process
  Highlight Available Data
  Provide Information on How to Use YODA
  Provide Reference Tool



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Financial Disclosure Legislation
W. Va. Code §16-5F-1 et. seq.
  Findings:
    Rising Cost of Health Care - Matters of Vital
    Concern
    Health Care Services - Essential Public Service
    Inherent Right to Receive Health Care Services
    Public Right to Know Financial Position


W. Va. Code §16-29B-1 et. seq.
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Financial Disclosure Legislation

WV CSR §65-13-1 et. seq.
  Rule Implements Provisions of Code
  Provides Process Details
  Specifies Annual Public Disclosure
  Reports


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Health Care Financial Disclosure
Scope
 Covered Entities
                         Home Health
   Hospitals             Agencies
   Ambulatory Care       Hospice Agencies
   Facilities
                         Kidney Dialysis
   Ambulatory Surgical   Centers
   Facilities
                         Nursing Homes
   Behavioral Health
                         Health Maintenance
   Centers
                         Organizations*

 Related Organizations


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Health Care Financial Disclosure

Scope (cont.)
  Required Documents
    Financial Statements
    Uniform Financial Report (UFR)
    UFR Revenue Summary
    Surveys – Nursing Home, Home Health, Hospice
    Schedule of Rates (Chargemaster)



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Health Care Financial Disclosure

Scope (cont.)
  Required Documents (cont.)
    Medicare Cost Report
    Medicaid Cost Report
    Over $55,000 Paid
    Over $55,000 Collected
    Legal Advertisement - Financial Statements



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Health Care Financial Disclosure

Scope (cont.)
  Required Documents (cont.)
    Statement of Services (AHA Survey)
    Budget
    Provider Contracts
    Tax Returns: State and Federal
    Form 10K
    Uniform Billing Data


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Health Care Financial Disclosure

Scope (cont.)
  Volume
    430 Covered Providers
    Approximately 6,800 Documents Collected Yearly
    Over 50,000 Public Documents are Housed in
    YODA from 1999 - Present




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Health Care Financial Disclosure

Collection Process
  Due Dates: 120 Days after FYE
    UFR, MCR Due: 150 Days after FYE
    UB Data Due Monthly

  Reminder Letters – 30-45 Days prior
    Checklist of Documents
    Labels – HCAID, DocType
    Attestation Page


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Health Care Financial Disclosure
Review Process

 UFRs: Tie to Financial Stmts., Edit Checks

 Other Documents: Completeness

 PHI and PI: Scanned for

 Upload to YODA: Goal 5 days after receipt


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Health Care Financial Disclosure

What is YODA?
 Your Online Document Archive
 Public Information Tool
 Electronic Archive: 1999 - Present

How do You Access YODA?
 HCA Website – WWW.HCAWV.ORG


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YODA Access




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YODA – Simple Search




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    YODA – Simple Search
Simple Search Variables
  Name Starts With: e.g. United, Thom
  Year: Fiscal Year
  Category: e.g. Financial Disclosure, CON
  Document Type
  Document Contains
  Sort By


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Simple Search Example




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  Use the Back Button!
(not the top right X to return to YODA)




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YODA – Advanced Search Link




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 YODA – Advanced Search
Advanced Search – Criteria Variables
  Field Types: Property Category, Property,
  Operator, Value
    Property: Document Name (Entity), Year, Type
    (Type of Entity), Identifier
    Operator: “like”, “is equal”, “not equal”, etc.
    Value: Your Choice
    Document Contains: Your Choice

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Advanced Search Variables




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Advanced Search Variables




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Advanced Search Variables




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Advanced Search Example




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Advanced Search Example




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Advanced Search – Document Contains




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Simple Search – Document Contains




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Advanced Search




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Advanced Search




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Simple CON Search




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YODA CON 2-Week Search




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YODA CON 2-Week Search




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YODA CON 2-Week Search




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Simple Rate Review Search




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 Helpful Hints for YODA
Narrow Search: More Search Variables
Fewer Documents

Broad Search: Fewer Search Variables
More Documents

*Asterisk: Wildcard symbol – Use when Operator
Value is “Like”



                                                 34
 Helpful Hints for YODA

ALT/TAB: Use if Excel File will not Open

Document Name = Name of Provider

Use Shortened Provider Names

Don’t Use an Apostrophe (e. g. St. Mary*)

Missing Document(s): Contact Us


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Health Care Financial Disclosure
How is this data used?
  Annual Report to the Legislature
  Standard Data Request: e. g. Ingenix,
  Almanac of Hospital Financial and Operating
  Indicators
  Departmental Support
    Rate Review – e.g. Benchmarking, Cost-based
    Methodologies, Financial Trends
    CON – Utilization of Services


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Health Care Financial Disclosure
How is this data used?
  Custom Data Requests
    External: e.g. Researchers, Consultants, Public
    Internal: HCA Board, DHHR, Governor
  ? – Public Usage
    YODA: 2007 Avg. Hits / Month = 2,700+
    YODA: 55% Growth in Usage 2006 to 2007



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Other HCA Website Resources
  Data and Public Information Link
    Annual Reports: 1997 – 2007
    Health IQ: Interactive UB query
    Std. UB Data Reports: Patient Orig., Card. Cath.
    Data Request Forms and Fee Schedule
    Health Resource Links
    UB Data Upload: Data Exchange System



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Other HCA Website Resources

Financial Disclosure Link
  Downloads: Templates of $55k Paid and
  Collected Docs, UFR and Revenue Summary,
  UFR Instructions
  Financial Disclosure Requirements
  Data Exchange System – Online Nursing Home
  and Home Health Surveys



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Health Care Financial Disclosure

Past, Present, Future
  Past
    All Documents Submitted on Paper
    Filing Cabinets, Electrievers
    Data Requests: Mailed, Faxed or Picked-up
    Review Documents on Site
    Offsite Scanning – Long Delays in Availability



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Health Care Financial Disclosure

Past, Present, Future
  Present
    Electronic and Paper Submissions
    Onsite Scanning
    YODA - Remote Review of Documents
    Web-based Survey Collection




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Health Care Financial Disclosure

Past, Present, Future
  Future Goals
    Online Electronic Submissions of Documents
    Few Paper Submissions
    Web-based Data Collection
       UFR, Financial Data
    More Financial Analysis, Data Reports and
    Website Content


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Attachment A: Provider Type Legend for YODA

  ACF    =    Ambulatory Care Facilities
  ASC    =    Ambulatory Surgical Centers
  BH     =    Behavioral Health Centers
  HF     =    Hospitals
  HH     =    Home Health Agencies
  HS     =    Hospices
  KDC    =    Kidney Dialysis Centers
  NH     =    Nursing Homes
  PC     =    Primary Care Centers
  RO     =    Related Organization


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                     Attachment B: Contact Info

       Dept. Staff               Specialty/(Provider Types)                           E-Mail

Chapman, Sheila        UB Data                                            schapman@hcawv.org

Crane, Donna           (BHs); (NHs); LTCH, Psych, Rehab. Hospitals; UFR   dcrane@hcawv.org

Eckhart, Robin         UB Data                                            reckhart@hcawv.org

Fitzgerald, Mary       (HH); (HS); (PC)/Rural Hlth; CAH Hospitals; UFR    mfitzgerald@hcawv.org

Hammack, Walter        Financial Disclosure Collections                   whammack@hcawv.org

Richards, Mary         Financial Disclosure Collections                   mrichards@hcawv.org

Sovine, Linda          Department Director                                lsovine@hcawv.org

Starcher, Jennings     GIS                                                jstarcher@hcawv.org

Tarr, Lori             Sup. of FD & Analysis; Acute Hospitals; UFR        ltarr@hcawv.org




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Health Care Financial Disclosure

           Questions?
      Presentation Download (pdf):
             www.hcawv.org
         Financial Disclosure Link
              Download Link
     Financial Disclosure Power Point
               Presentation

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