HomeMy WebLinkAboutMINUTES - 05201986 - 1.34 1-034 ,
_._.._ POSITION ADJUSTMENT REQUEST No.
Date: 4/23/86
Dept. No./ a-,�. Copers
Department Health Services/Finance Budget Unit No. ;t 05 g ;g.���lo. 6569 Agency No. 54
Action Requested: Reallocate Clerk — Experienced Leel 2 �t�ion''#�54-0067 to Account Clerk
Beginning Level.
Proposed Effective Date: 5/21/86
Explain why adjustment is needed: To properly classify the incumbent (S. Olsson) according
to the duties she performs in the Billing Unit of our Patient Accounting Office.
Classification Questionnaire attached: Yes ® No [�
Estimated cost of adjustment:
Cost is within department's budget: Yes ® No
If not within budget, use reverse side to explain how costs are to be funded.
Department must initiate necessary appropriation adjustment. Web Beadle,
Use additional sheets for further explanations or comments. Dept. Personnel Officer
for Department Head
Personnel Department Recommendation
Date:
Reallocate Clerk-Experienced Level position #67, Salary Level C5 1023 (1264-1536) to
Account clerk-Beginning Level , Salary Level C5 1023 (1264-1536) .
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the
Basic/Exempt Salary Schedule, as described above.
Effective: JKI day following Board action.
C1
Date for Director at7ersonnel
County Administrator Recommendation
Date:
d Approve Recommendation of Director of Personnel
D Disapprove Recommendation of Director of Personnel
6 Other:
or County Administrator
Board of Supervisors Action MAY2 0 1986 Phil Batchelor, Clerk of the Board of
Adjustment APPROVED/Ds "�S °.°-°.� 4ED on S4pervisors and CoL-niAdmini trator
Date:
MAY 2 p 1986
By:
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT.
i P300 M147 6/P2
T �• �,'. ACCOUNT CLERK DEEP CLASS
CLASSIFICATION QUESTIONNAIRE
q 1 l4f
PATRICIA ARRD
i ame -Department Division Work unit
✓ � � ��
B.LEVEL CLERK � PATIENT ACCOUNTING 724 ESCOBAR• ST. MARTINEZ CA
Job Classification or Location ress
pit«t' VAA*
Percent of Denription of Work:
Time Required -
80s I work for Patient Accounting which is part of Health Services, a
revenue producing agency. I process and bill medical.-claims for
private insurance company's on any patients seen in X11 CCMS facility's.
I receive .the insurance billing runs weekly in alpha order. Below
are examples of insurance accounts I work with.
I, FINAL BILLING ACCOUNTS e
Final billing_accounts should have statement of charges, a UB-82 claim
form and a face sheet. I check the Financial class status on the
�. statement. I then check the face sheet for the patients or their
representatives signature.. If I have no signature on the face .sheet or
no face sheet I send a copy of the billing statement and an A-81 form
requesting insurance information and patients "or their representatives
signature. I then put in a financial class change request. When the
A-81 form is returned I readjust the F/C status of the patient back to
the original F/C and 'I bill the insurance company. The reason for the
F/C changes are to move the money to the correct payor source. . In
processing the billing claim I keep one copy for restating in case .
the insurance company doesn't pay within 60 days. I send one copy to
central collections so they can return to me with payment.-information
when payment is received.
ti II. FINAL BILLING ACCOUNTS FOR INDUSTRIAL'S and WORKMANS Compensation
3ndiibtriai- and Vorkmans-Sompensation billing are basically the same as
final billing accounts except a Dr's first report is necessary. The
Dr's first report and the UB-82 claim form must have the same diagnosis.
A^code of 8* and date of original injury must be added to the claim .
before processing.
III. REBILL ACCOUNTS
Rebill accounts deal mainly with financial class changes. EXAMPLE: A
= patient shows an original F/C of PO - private pay but I have insurance
information on this individual. I have to put in a FIC of IO-insurance
and bill the insurance co. F/C changes and revenue adjustments are
done often to keep the money moving to the correct payment source. If
the date of a rebill account exceeds 6 months then I have to manually
type a7UB-82 claim form. Each claim can take as much as 30 minutes to
complete. Alot of research goes into a manually typed claim. Pt's
name, clinic number, patcom number, address, all billing codes from the
transaction master files that pertain to the date of service, allprice
listings by codes, total price'of services received, diagnosis and ICD
codes, payor source, suscriber of the policy, Social security number
of suscriber, group numbers and coverage codes, address of insurance
company, address of insured, ETC. Most of e%diagnoses are not
given. I then have to call the facilityAtKe patient was seen and-ask ":-.,
for additional information or I put in a medical records request for
information needed for a-particular date of service.
IV. REBILLS FOR LATE CHARGES
After a claim is processed but before it is *nailed to the insurance
company the computer is checked for late charges that might not have
been included on the original claim. I take the codes from the
' computer match the codes with the transaction master get RVS codes
and prices Iand type all codes and prices on the original claim. Total
price is changed and processed for payment.
January 1985
ACCOUNT CLERK CLASSIFICATION QUESTIONNAIRE (Continued)
Percent Of Description of Work,:,
Time Required
V. 'CYCLE BILLING ACCOUNTS
Cycle billing accounts are continuous charges with a balance
forwarding and new charges occuring continuously keeping.the same
patcom numbers. These accounts -are mental health accounts and
prenatal accounts. After researching mental health accounts and
-I find that their insurance does not Boer mental health services.
billing adjustments and write offs must be made. -On prenatal accounts+
I must put in a * 07 a to the facility seeing the
patient asking them to discharge patcom number from the system.
5% USE OF CRT FOR VARIOUS INFORMATION
I must know what screens to go into on the CRT depending on what
I am trying to verify: I check for financial class status of the
patient, social security numbers of patients px patients representative,
and address changes must be changed in the computer daily to
insure speedy payment from the patient after insurance has paid.
5% INCOMING MAIL .
I have to keep up on incoming mail that is received from different
a:f*rent-departments. I must know what ail fprms I am receiving
are forwso I know where to put them on my desk. My desk must be
organized in such a way so that all other billers would know
where to go if they are trying to find a certain piece of information. '
5% RESEARCHING
I use the phone to call employees, employers, or patients for any
additional information I might need. I use the ICDM code book,for
diagnosis and codes, medical dictionary, PDR, and Transaction waste,
5% I keep a statistical accounting of how many claims I do a day. I
use an adding machine at the enL of every day to total each claim I
am sending out. I put my total of all claims on the stat-report. I .
it a copy of each billing statement to the patient. This
rodedure is done daily.
C l
• EMPLOYEE NAME
1 . What is the function of.your.work unit?
= C ? HC nITAOR ITS OLLY1')ILLI:' :ERIC-L S E �r, CZI^ZCS.
2. For whom or for what group are you providing accounting clerical support?
3. Designate the name and title of the person who supervises your position.
How is your work reviewed?
,����nw ,�TTC T"T'�c*m '�,:rL �v• r..�+.�+ �.T
4. Where is your supervisor located in proximity to your desk?
5. What are the most important assignments your perform and why?
3ILT i"17- 'i I'�w , 7;.� --1 � .i•�IC� T-- Ai M, �:M'=` L �1i1 s.
�T_ .�•��1.7T�, . �.n�.-T- r;-�-i m.7•-.
6. What is the most difficult or complex work you perform and why?
n- 7., -,T. _ TL� T7'. . ci' .Tf7T'•._ �:".'vim
-' 'InLF "I"- I. ..r,.. :�:Tin.. 0T' "�., 71.1:7LTJ
T!' m .�! 1-?^ ..1T -�, •.�-+ r n 3-7`77
^ C `.�1 [? 7'.^TT7^
'"S� ,?:; �LT,7`7r'?�, A� 77,T-=; C. 3-T`7 7. 7T TOSS J I i'L •J
7. What parts of your job involve the greatest responsibility and why?
TT.' , .T. T,•�7TTT/�. T^.I 'r T„T •T^ wn!y^ '.,'T�- ^?7T' PT• �^ 'Tr- Ly'' r^r' T�:7
- S t ') ") ._ T S .TLC ,�., 1. _ rIT)';a.
r-.TCS. 'T7)I.^n77 N'M �.7-,TI-7\r r'r nom+.,. M CU-J•.T ?n ',V;-r Si,-; 7171 *T?? =77CT.
t�^^, •T'^IC.'1L LA? L 70 nr ';-)A7r- 'r Cr A7% MA'M- A',TY AT.TJs371771 ;
\T`.?-_�1�r.n}r �•-� tI o,.T;,'�`L T, r�..,Z-179 TNI 07)7-3 To 1.117^'(!4.? ?7017T^7C
IG' 1*7P.C 1JI 7 "17r T0LT 'T �,, s 177,717-7) �-N n Q r
I s� � � ,,Lr., 3� sT. Lf0 , or 7 r:.
8. List the name and job titles of employees to whom you are assigned to provide
lead direction.
9. Do you deal with extraordinarily difficult, angry or potentially explosive persons?
Provide an example and indicate the frequency of these contacts and what your respons-
ibilityv�is in these situations.
\T!� DI7 "^ r.�•.i-r+7�C'n T.S �^'_* T'J� `j'!�.7^?.�t�r•..J T nTJ?�D 7y err.^ 4r.7I+'*
10. How Tong have you been in your current position?
(Years) Months
11 . Where were you assigned before this position? Desk, Department, Location,
Assignment.
Tr7 mtfry nn92 *r,7N, 7m7,C17T.T c�.TrJ'jL
� �n
(Signature) (Date) %,
r' POSITION ADJUSTMENT REQUEST No.
Date: 4/22/86
Dept. No./ i Copers
Department $ealth_-Sr_,/Fl nnce Budget Unit No. 0540 Org. t g Agency No. 54
L
Action Requested: Reallocate four (4) Clerk— Experienced l �} s� 164, 1688, 2013,
and 132 to Acoount Clerk — Beginning Level.
Proposed Effective Date: 5/21/86
Explain why adjustment is needed: To pr=erly classify the indumbents (Arruda, Lagarejos,
Dryer, and Mathis) according to the duties thev perform.
Classification Questionnaire attached: Yes [x] No []
Estimated cost of adjustment: $
Cost is within department's budget: Yes [xj No (]
If not within budget, use reverse side to explain how costs are to be funded.
Department must initiate necessary appropriation adjustment. Web Beadle,
Use additional sheets for further explanations or comments. Dept. Personnel officer
for Department Head
Personnel Department Recommendation
Date: —ffr'o
Reallocate four Clerk-Experienced Level positions #164, 1688, 2013 and 132, Salary
Level C5 1023 (1264-1536) to Account Clerk-Beginning Level , Salary Level C5 1023
(1264-1536).
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the
Basic/Exempt Salary Schedule, as described above.
Effective: day following Board action.
Date for Director o ersonnel
:ounty Administrator Recommendation
Date:
p Approve Recommendation of Director of Personnel
D Disapprove Recommendation of Director of Personnel
L3 Other:
r County Administrator
yard of Supervisors Action MAX 2 0 1986 Phil Batchelor, Verk of the Board of
ljustment APPROVED/b!5APPKOf€D on Supe visors ar,uCountytidministrator
to: ' MAY 2 0 1986 --By:
PROVAL OF THI_S ADJUSTMENT CONSTITUTES A PERSONNFIicnlASV wr. - - - - -
ACCOUNT CLERK DEEP CLASS
C L A S S I F I C A T I O N Q U E S T I O N N A I R E
44(PATRICIA ARRUDA � PATIFNT Arr0TTMrr , BILLII11G �+
' Name Department Division work Unit
B. LEVEL CLERK
I PATIENT ACCOUNTING 724 ESCOBAR• ST. MARTINEZ CA
Job Classification L Work Location AdUress
6J1141 Vwk
Percent of Description of Work:
r Time Required
I 80% I work .for Patient Accounting which is part of Health Services, a
revenue ,producing agency. I process and bill medical ..claims for
private insurance company's on any patients seen in All CCMS facility's.
I receive the insurance billing runs weekly in alpha order. Below
are examples of insurance accounts I work with.
I. FINAL BILLING ACCOUNTS
Final billing_accounts should have statement of charges, a UB-82 claim
form and a face sheet. I check the Financial class status on the
statement. I then check the face sheet for the patients or their
representatives signature.. If I have no signature on the face sheet or
no face sheet I send a copy of the billing statement and an A-81 form
requesting insurance information and patients or their representatives
signature. I then put in a financial class change request. When the
A-81 form is returned I readjust the F/C status of the patient back to
the original F/C and I bill the insurance company. The reason for the
F/C changes are to move the money to the correct.payor source. . In
processing the billing claim I keep one copy for restating- in case
the insurance company doesn't pay within 60 days. I send one copy to
central collections so they can return to me with payment information
I when payment is received.,
II. FINAL BILLING ACCOUNTS FOR INDUSTRIAL'S and WORKMANS Compensation
s 3ndustriaifand glorkmans*.Vompensation billing are basically the same as
f final billing accounts except a Dr's first report is necessary. The
Dr's first report and the UB-82 claim form must have the same diagnosis.
A^code of 8* and date of original .injury* must be added to the claim
before processing.
III. REBILL ACCOUNTS
Rebill accounts deal mainly with financial class changes. EXAMPLE: A
patient shows an original F/C of PO. - private pay but I have insurance
information on this individual. I have to put in a F/C of IO-insurance
and bill the insurance co. F/C changes and revenue adjustments are
done often to keep the money moving to the correct payment source. If
the date of a rebill account exceeds 6 months then I have to manually
type a7UB-82 claim form. Each claim can take as much as 30 minutes to
complete. Alot of research goes into a manually typed claim. Pt's
.name, clinic number, patcom number, address, all billing codes from the
transaction master files that pertain to the date of servics, all. price
listings by codes, total price'of services received, diagnosis and ICD
J codes, payor source, .suscriber of the policy, Social security number
of suscriber, group numbers and coverage codes, address of insurance
j : company, address of insured, ETC. Most often diagnoses are not
given. I then have to call the facility^ tge patient was seen and-ask
for additional information or I put in a medical records request for
information needed for a.-•particular date of service.
IV. REBILLS FOR LATE CHARGES
After a claim is processed but before it is mailed to the insurance
company the computer is checked for late charges that might not have
been included on the original claim. I take the codes from the
computer match the codes with the transaction master get RVS codes
and prices and type all codes and prices on the original claim. Total
price is changed and processed for payment.
Januar.v 1985
s
k
ACCOUNT CLERK CLASSIFICATION QUESTIONNAIRE (Continued) "
r
r !
Percent Of Description of Work:
Time Required
"i
V. ' CYCLE BILLING ACCOUNTS
Cycle billing accounts are continuous charges with a balance
forwarding and new charges occuring continuously keeping. the same
patcom numbers. These accounts are mental health accounts and
prenatal accounts. After researching mental health accounts and
I find that their insurance does not gvVtrmental health services
billing adjustments and write offs must be made. . "On prenatal accountst
I must put in a wx u L to the facility seeing the
patient asking them to discharge patcom number from the systema
5% USE OF CRT FOR VARIOUS INFORMATION
I must know what screens to go into on the CRT depending on what 1A
I am trying to verify. I check for financial class status of the
patient, social security numbers of patients pr patients representative
and address changes must be changed in the computer daily to
insure speedy payment from the patient after insurance has paid.
4
;i
5% INCOMING MAIL
I have to keep up on incoming mail that is received from different
-'__-departments. I must know what all forms I am receiving
are for•so I know where to put them on my 'desk. My desk must be
organized in such a way so that all other billers would know
where to go if they are trying to find a certain piece of information. '
5% RESEARCHING 4'
I use the phone to call employees, employers, or patients for any
additional information I might need. I use the ICDM .code book.for
diagnosis and codes, medical dictionary, PDR,. and Transaction master.,
5% I keep a statistical accounting of how many claims I do a day. I
use an adding machine at the ent.of every day to total each claim I '
am sending out. I put my total of all claims on the 'statreport. I
it a copy of each billing statement to the patient. This �.
rodedure is done daily.
• i
• t
1
2
i
PATPTUA ARRIMA
• EMPLOYEE NAME
1 . What is the function of your work unit? I ',IQRK. FOR PATIENT ACCOUNTING WHICH
IS PART OF HEALTH SERVICES, A REVENUE PRODUCIN5 AGE'1CY`. I PROCESS AND BILL MEDICAL•CLAI�IS
FOR PRIVATE INSURANCE COMPANY'S ON ANY PATIENTS SEEN IN ALL CCMS FACI^LITY"S_
2. For whom or for what group are you providing accounting clerical support?
CONTRA COSTA COUNTY HEALTH SERVICES PT, ACCOUNTING. .
3. Designate the name and title of the person who supervises your position.
How is your work reviewed?
BARBARA BOUCHET SUPERVISING ACCOUNT CLERK. AFTER I PROCESS Mr CLA,T'.MS I RFCFIECK
THEM TO MAKE SURE EVERYTHING IS COMPLETE BEFORE THEY` ARE SENT OUT,
4. Where is your supervisor located in proximity to your desk? I AM SE,�,TED
RIGHT NEXT. TO MY SUPERVISOR,
5. What are the most important assignments you perform and why? USE OF THE CRT
FOR BUCKETING ACCOUNTS. THE 001,1LEDGE I MUST HAVE FOR EACH I"ISURANCE COMPANY, !!HAT THEY
'.JILL PAY FOR., REGULATIONS 11ANDADED BY INS�JRANCE PRIVATE AND FEDERAL,
6. What is the most difficult or complex work you perform and why? INPATIENT BILLING;
THE' KNOWLEDGE I MUST HAVE, 1,4HAT RECORDS TO BE COPIED AND SENT TO THE INSURANCE COMPANY'S
USE OF THE CRT FOR BUCKETING ACCOUNTS, COMUNATIONS OF ACCOUNTS DEBIT!" AND CREDITING OF
ACCOUNTS.
7. What parts of your Job involve the greatest responsibility and why?
I HAVE TO MAKE, SURE I' HAVE ALL OF THE LEGAL CONCENT FORMS TO BILL INSURANCE CO"1PANYS.
WHICH 14ILL ALSO INSURE THAT PAY,f•IEyT IS MADE CORRECTLY` TO CONTRA COSTA CO!J!JTY
MEDICAL SERVICES.
8. List the name and job titles of employees to whom you are assigned to provide
lead direction.
N/A
9. Do you deal with extraordinarily difficult, angry or potentially explosive persons?
Provide an example and indicate the frequency of these contacts and what your respons-
ibility is in these situations.
P•�(A
10. How long have you been in your current position?
Years Months
11 . Where were you assigned before this position? Desk, Department, Location,
Assignment.
CORTRA COSTA COUNTY HEALTH: SERVICES
38TH & BI,SSELL
RICHMONDz CALIF, 94506 ,
(Signature) (Date) 1�0�
t
COMMENTS OF IMMEDIATE SUPERVISOR
Do you concur or disagree with the statements of the employee? if you disagree, be
specific as to why.
Yes, I concur with the statements Pat Arruda has made. Her desk is a revenue
generating desk for Health services and contains a great number of complexities.
What parts of this job do you check or review closely and why?
Pat Arruda is well trained and does not need close reviewing.
Spot checking for routine claim processing is done, and regulation changes,
office procedures are discussed in a memo or meeting.
e
(Signature (Dat
COMMENTS OF DEPARTMENT HEAD / DESIGNEE
Comment on the statements of the employee and supervisor. if you disagree with the
employee and/or supervisor, be specific.
(Date)
(Signature)