Effective Intelligence Workflow Production - Power BI Report Training

Workflow Production

This report is designed to share insight into your Insurance AR Follow-up Teams performance, effectiveness and trends.

This report should be reviewed by Supervisors, Managers, on a daily basis to ensure that charge posters are properly processing charges that come across on the charge interface. Administrators on a weekly basis. CFO, CEO’s on a monthly basis.

This report is divided into several tabs that will provide insight into the work being done, performance, effectiveness and trends.

1. Weekly Employee Quick Summary – this tab will show you load balance of each employee and their productivity.
2. Action Effectiveness – this tab will show you effectiveness by representative including number of claims worked, action count, follow up days, actions per claim, claim balance, Insurance payments received after a representative works the claim.
3. Action Effectiveness by Action Type – this tab will show you based on the Action Type selected by the representative during working an account within workflow. It will show you effectiveness by representative including number of claims worked, action count, follow up days, actions per claim, claim balance, Insurance payments received after a representative works the claim.
4. Action Effectiveness by Status – this tab will show you based on the Status Code selected by the representative during working an account within workflow. It will show you effectiveness by representative including number of claims worked, action count, follow up days, actions per claim, claim balance, Insurance payments received after a representative works the claim
5. Action Effectiveness by Worklist – this tab will show you based on Worklist assignment. It will show you effectiveness by representative including number of claims worked, action count, follow up days, actions per claim, claim balance, Insurance payments received after a representative works the claim
6. Weekly Productivity Trending – this tab will show you by representative the number of claims worked each week, worked claims per day, Action count, and change in AR, Avg Follow Up days.

7. Daily User Productivity – this tab will show you by hour, by day of the week the number of claims that each representative worked.

Weekly Employee Quick Summary

1. Representative – This is the individual in which work is assigned with in the Insurance AR Workflow Module.
2. Assigned Claims – This the total number of claims that qualify for worklists that are assigned to the individual.
3. Assigned AR Balance – This is the total AR Balance of claims that qualify for worklists that are assigned to the individual.
4. Worked Claims – This is the total number of claims that the individual has worked this week.
5. Worked Claims % - This is the total % of claims worked this week.
6. Worked Claims 8 Week Avg – This is the average number of claims that the individual has been able to work of the past 8 weeks.
7. Worked Claims Per Day – This is the number of claims that the individual has worked each day this week.
8. Unworked Claims Weeks – Assigned Claims – Worked Claims/Worked Claims 8 Week Avg = Number of weeks it will take the individual to work all the inventory assigned to them today if no other inventory comes into their worklists.
9. Avg Actions Per Claim – This is the average number of times the individual has touched the claim in working it.
10. Avg Follow Up Days – This is the average number of days the individual is pushing the claims out for next follow up.
11. Avg Claim Age – This is the average age of the claims assigned to the individual to work.

Action Effectiveness

1. Representative – This is the individual in which work is assigned with in the Insurance AR Workflow Module.
2. Claims Worked – This is the total number of claims that the individual has worked.
3. Action Count – This is the number of time an individual had to touch a claim.
4. Avg Follow Up Days – This is the average number of days the individual is pushing the claims out for next follow up.
5. Avg Actions Per Claim – This is the average number of times the individual has touched the claim in working it.
6. Orig Claim Balance – This is the original claim balance on these claims.
7. Change in AR – This is the total change in AR on these claims.
8. Insurance Payment – This is the total insurance payments received on these claims since the claim was worked in Workflow.
9. Private Payment – This is the total private payments received on these claims since the claim was worked in Workflow.
10. Contractual Adjustments – This is the total of contractual adjustments taken on these claims since the claim was worked in Workflow.
11. Other Adjustments – This is the total of other adjustments taken on these claims since the claim was worked in Workflow.

Action Effectiveness by Action Type

1. Claim Action – This is the action that the individual took on the claim to get it paid when working claims in Workflow.
2. Claims Worked – This is the number of claims an individual worked.
3. Action Count – This is the number of time an individual had to touch a claim.
4. Avg Follow Up Days – This is the average number of days the individual is pushing the claims out for next follow up.
5. Avg Actions Per Claim – This is the average number of times the individual has touched the claim in working it.
6. Orig Claim Balance – This is the original claim balance on these claims.
7. Change in AR – This is the total change in AR on these claims.
8. Insurance Payment – This is the total insurance payments received on these claims since the claim was worked in Workflow.
9. Private Payment – This is the total private payments received on these claims since the claim was worked in Workflow.
10. Contractual Adjustments – This is the total of contractual adjustments taken on these claims since the claim was worked in Workflow.
11. Other Adjustments – This is the total of other adjustments taken on these claims since the claim was worked in Workflow.

Action Effectiveness by Status

1. Claim Status – This is the status that the individual chose when working claims in Workflow.
2. Claims Worked – This is the number of claims an individual worked.
3. Action Count – This is the number of time an individual had to touch a claim.
4. Avg Follow Up Days – This is the average number of days the individual is pushing the claims out for next follow up.
5. Avg Actions Per Claim – This is the average number of times the individual has touched the claim in working it.
6. Orig Claim Balance – This is the original claim balance on these claims.
7. Change in AR – This is the total change in AR on these claims.
8. Insurance Payment – This is the total insurance payments received on these claims since the claim was worked in Workflow.
9. Private Payment – This is the total private payments received on these claims since the claim was worked in Workflow.
10. Contractual Adjustments – This is the total of contractual adjustments taken on these claims since the claim was worked in Workflow.
11. Other Adjustments – This is the total of other adjustments taken on these claims since the claim was worked in Workflow.

Action Effectiveness by Worklist

1. Representative – This is the individual in which work is assigned with in the Insurance AR Workflow Module.
2. Claims Worked – This is the number of claims an individual worked.
3. Action Count – This is the number of time an individual had to touch a claim.
4. Avg Follow Up Days – This is the average number of days the individual is pushing the claims out for next follow up.
5. Avg Actions Per Claim – This is the average number of times the individual has touched the claim in working it.
6. Orig Claim Balance – This is the original claim balance on these claims.
7. Change in AR – This is the total change in AR on these claims.
8. Insurance Payment – This is the total insurance payments received on these claims since the claim was worked in Workflow.
9. Private Payment – This is the total private payments received on these claims since the claim was worked in Workflow.
10. Contractual Adjustments – This is the total of contractual adjustments taken on these claims since the claim was worked in Workflow.
11. Other Adjustments – This is the total of other adjustments taken on these claims since the claim was worked in Workflow.

Weekly Productivity Trending

1. Representative – This is the individual in which work is assigned with in the Insurance AR Workflow Module.
2. Worked Claims – This is the total number of claims that the individual has worked this week.
3. Worked Claims Per Day - This is the total number of claims that the individual has worked per day.
4. Action Count – This is the total number of actions that the individual took to get the claim paid.
5. Change in AR – This is the change in AR from when the individual worked the claim in the Workflow Module.
6. Avg Follow Up Days – – This is the average number of days the individual is pushing the claims out for next follow up.

Daily User Productivity

This tab shows by individual by day of the week by hour of the day the number of claims that have been worked in the workflow module.