Best-Of-Breed Outsourced Medical Billing Service and SaaS EMR - Eight-Step Implementation Plan

Yuval Lirov

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The increasing reliability of the Internet technology and standardization of systems interfaces have recently enabled comprehensive “best-of-breed" configurations of modern EMR software and billing service, made available to physicians under the “pay-as-you-go" business model. Software-as-a-Service (SaaS) model allows physicians to confirm the benefits of technology solutions first and pay later. While such solutions deliver multiple risk management and operations control benefits, they also require disciplined implementation processes.

Since SaaS model eliminates traditional systems management headaches, the transition to best-of-breed configuration of outsourced billing and SaaS EMR requires focus on people and processes:

  1. Communicate, communicate, and communicate. The likelihood for implementation success is directly proportional to staff involvement. Review current workflow, understand expected changes, and make sure everybody in the practice agrees with them, including practice manager, doctors, and office personnel. To avoid errors and conflicts in the future, leave nobody behind using the old workflow. Document specific

    1. Steps required to schedule an appointment, register patient's arrival, find out outstanding balance, bring the patient to the exam room, find previous diagnostics, treatment and financial plans, gather vital signs, medication and allergy lists.
    2. Tasks required to get paid in full and in time. Include coding, claim submission, denial review, appeals, followup with payers and patients, secondary submissions, and review of accounts receivable.
    3. Individuals performing those tasks, locations, and task durations.
  2. Manage Expectations. Laurence J. Peter observed in The Peter Principle: “If you don't know where you are going, you will probably end up somewhere else. " Document specific changes in the new workflow. Identify specific steps in the new workflow that require fewer or less qualified resources. Quantify expected benefits in terms of saved resources, added revenue, and personnel savings. Schedule specific timelines for meeting specific financial benchmarks.

  3. Control the Fear of Change. Do not force the new system on the old workflow. Had the old processes met new business requirements, you wouldn't be looking for better solutions. Carefully design the new workflow leveraging the new solutions together with workflow participants, including the practice manager and every doctor.

  4. Prioritize. Do not try to implement an entirely new process including all new features at once. Soften the transition shock by using a gradual approach, minimizing the amount of changes but maintaining a steady and sufficiently frequent pace of such small changes to complete the transition on time. Avoid scheduling migration to a new system coincidental with the practice move to a new physical location.

  5. Lead. Without a manager for entire transition process, members of the transition team will find other priorities and will not take responsibility for delivery. While technical background or prior familiarity with EMR are helpful, the following leadership skills and a commitment to accomplish results are critical for successful implementation:

    1. Communication
    2. Expectations management
    3. Consensus building and conflict resolution
    4. Delegation
    5. Attention to detail
    6. Verification of delivery
  6. Track. Schedule regular (weekly) implementation review meetings with practice manager to

    1. Ascertain progress is made according to the plan or
    2. Modify the plan.

  7. Schedule. Without specific action items including specific owners and delivery dates, implementation will drag on and exceed allocated costs. Consider using a process tracking system, e. g. , TrackLogix. Pay special attention to

    1. Payer enrollments: Fill out required paperwork. Check for clerical errors.

    2. SOAP note customization: Review current notes. Consult every doctor in the practice when designing the new templates.

    3. Custom reporting: Address any unique practice needs.

    4. Legacy systems and data: Review interfaces. Contact vendors. Prioritize record upload.

    5. Testing: Design test plan for specific transition and integration items. Schedule dates.

    6. Going live: Find low-volume days to reduce damage from unexpected errors.

    7. Personnel training: Focus on the new process. Test newly acquired system skills.

  8. Train Gradually. Allocate enough time to train everybody on both the new processes and technology. Do not try to jam everything your system can do in a single training session. Expect multiple training sessions, adjusting to participants’ learning pace. Ease in, use the “onion peel" approach, training personnel only the features required for the new processes and specific scheduled items on hand:

    1. Basic Scheduler and Superbill. Learn to schedule patient appointments, enter demographics for the new patient, and test patient eligibility and balance on line. Enter charges for patient visit.

    2. Workbench and Problem Tracking. Identify denied claims. Respond to billing operations requests for information, review denied claims, update claim data.

    3. EMR. Update SOAP notes. Test drug interaction. Refer to other doctors and review referral reports.

    4. Basic Accountability Reports. Track charges, payments, and billing quality (percent of A/R beyond 120 days). Generate a summary of accounts-receivable by payer or a breakdown of revenue by physician for a given month or cumulative to date. Review end-of-day report of patient visits, new patients, patient visit average, missed appointments, accounts receivable.

    5. Advanced EMR. Modify SOAP note templates. Modify alert generation rules.

    6. Patient Relationship Management. Create and track payment plans. Manage patient compliance.

    7. Advanced Reporting and Performance Analysis. Track payment variations by CPT codes and payers. Identify the worst payer for the best revenue-producing CPT code. Analyze your audit risk exposure. Identify under-coded or over-coded claims.

Yuval Lirov, PhD, author of “Mission Critical Systems Management" (Prentice Hall) , inventor of multiple patents in artificial intelligence and computer security, and CEO of Billing Technologies. Vericle® delivers comprehensive practice workflow engine that integrates patient scheduling, electronic medical records (EMR), billing, transcription, and compliance management. By consolidating technology for hundreds of separate billing services, Vericle® tracks payer performance from a single point of control, shares compliance rules globally, and creates massive economies of scale. Yuval invites you to share your knowledge of medical billing and compliance at and register to the next webinar on audit risk at


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