Managing POCs/Referral Source Comm/ No Show & Cancellations/ Verification Tasks
Patient Access & Front Office Excellence
- Capability status
- To be confirmed with PRN
- Transformation phase
- To be confirmed with PRN
- Effort
- To be confirmed with PRN
Current State / What We Learned
Observed today, as captured in the corrected assessment.
Managing plans of care (POC) remains a major manual burden, with exceptions and tasking rules needing fine tuning to reduce unnecessary workload. Currently, PSRs must manually complete POC tasks, including resending for physician signatures, even when not required by payer or state rules.
Desired Future State
The target way of working PRN and Raintree are aiming for.
• Patients scheduled out based on Plan of Care during eval check-out
Requirement / Gap
Indhu offered to provide training and documentation on these exemption setups to reduce unnecessary POC tasking.
Raintree Recommended Path
POC Tasking required for replacements plans, wc (exception TX). Liens, cash pay & should not be necessary in these instances. WHY are we creating extra work? Indu shared utility screen for CS to review and potentially remove requirements. Indu did review POC Exemption: Exempt a Plan of Care (POC) from requiring a referring provider's signature and return. This group of options is for accommodating the Medicare regulation that exempts an initial evaluation POC from requiring a referring provider's signature and return, provided a valid prescription (Rx) is on file.
Dependencies / Considerations
Not applicable
Outstanding Questions / Decisions
Not applicable
Evidence
Evidence for this opportunity is still to be confirmed.
Source
Detailed Transformation Assessment (Corrected)Related opportunities
Related by workstream and subject matter. These are not stated dependencies unless the assessment says so.

