Revenue Cycle Workflow

Revenue Cycle Overview

The revenue cycle encompasses all administrative and clinical functions that contribute to the capture, management, and collection of patient service revenue. It begins when a patient schedules an appointment and ends when all payments for the encounter have been collected.

Front-End Processes

ProcessDescriptionKey Activities
SchedulingInitiating the patient encounterAppointment scheduling, provider assignment, resource allocation
Pre-registrationCollecting patient information before the visitDemographics, insurance information, contact details, emergency contacts
Insurance VerificationConfirming coverage and benefitsEligibility verification, benefit determination, copay/deductible identification, coordination of benefits for multiple payers
Prior AuthorizationObtaining advance approval from payers for specific servicesSubmitting clinical documentation, obtaining authorization numbers, tracking approval status
RegistrationCompleting the patient check-in processVerifying/updating demographics, collecting signatures (consent, NPP acknowledgment), scanning insurance cards, collecting point-of-service payments
Financial CounselingAssisting patients with financial responsibilitiesEstimating out-of-pocket costs, establishing payment plans, screening for financial assistance programs

Middle Processes

ProcessDescriptionKey Activities
Charge CaptureRecording services provided for billingDocumenting all billable services, supply usage, and procedures; using charge description master (CDM/chargemaster); ensuring completeness of charges
Clinical Documentation Improvement (CDI)Ensuring documentation supports accurate codingConcurrent record review, physician queries, documentation education, specificity improvement
CodingTranslating clinical documentation into codesAssigning ICD-10-CM/PCS, CPT, HCPCS codes; DRG assignment; ensuring compliance with coding guidelines and payer rules
Claim SubmissionSending claims to payers for reimbursementClaim scrubbing (edits checking), electronic claim submission, UB-04 (institutional) and CMS-1500 (professional) forms

Chargemaster (CDM) Management

The chargemaster (charge description master) is the comprehensive list of items, services, and procedures billable to patients or payers. Proper maintenance is critical:

  • Each item includes a description, charge amount, revenue code, CPT/HCPCS code, and department
  • Regular review ensures accuracy of code assignments and pricing
  • Updates must reflect annual CPT, HCPCS, and revenue code changes
  • Compliance reviews should verify that charges are appropriate and defensible
  • A multidisciplinary chargemaster committee should oversee maintenance

Claim Forms

FormAlso Known AsUsed ByKey Data Elements
UB-04CMS-1450Institutional providers (hospitals, SNFs, home health)Revenue codes, HCPCS/CPT, ICD-10 codes, condition codes, occurrence codes, value codes
CMS-1500Professional claimPhysicians and professional providersCPT/HCPCS codes, ICD-10-CM codes, place of service, NPI, modifiers

Back-End Processes

ProcessDescriptionKey Activities
Remittance ProcessingReceiving and applying payer paymentsProcessing EOBs/ERAs, posting payments, identifying variances, reconciling expected vs. actual payment
Denial ManagementAddressing rejected and denied claimsIdentifying denial reasons, categorizing denials (clinical, technical, administrative), correcting and resubmitting claims, tracking denial trends
AppealsFormally challenging denied claimsPreparing appeal letters with supporting documentation, following payer-specific appeal processes, tracking appeal outcomes, meeting filing deadlines
A/R Follow-UpManaging outstanding accounts receivableAging analysis, payer follow-up, patient collections, write-offs, bad debt management
Patient BillingCollecting patient responsibilityGenerating patient statements, payment plans, collections, financial assistance applications

Key Revenue Cycle Metrics

MetricDefinitionTarget/Benchmark
Days in A/RAverage number of days it takes to collect payment after a claim is submittedLess than 40-50 days
Clean Claim RatePercentage of claims that pass all edits and are accepted on first submissionGreater than 95%
Denial RatePercentage of claims denied by payersLess than 5%
DNFB (Discharged Not Final Billed)Dollar value or days of discharged accounts not yet coded and billedLess than 5 days
Net Collection RatePercentage of collectible revenue actually collectedGreater than 95%
Cost to CollectTotal cost of billing and collections divided by total collectionsLess than 3-4%
Initial Denial RatePercentage of claims denied on initial submissionLess than 5-6%
Appeal Overturn RatePercentage of denied claims successfully overturned on appealGreater than 50%

Common Denial Categories

  • Registration/eligibility errors: Invalid insurance information, lapsed coverage, authorization issues
  • Coding errors: Incorrect codes, unbundling, missing modifiers, medical necessity
  • Clinical/documentation: Insufficient documentation, missing signatures, incomplete records
  • Timely filing: Claims submitted past the payer's filing deadline
  • Duplicate claims: Same service billed more than once
  • Coordination of benefits: Incorrect primary/secondary payer assignment

Ready to Start Studying?

Access 500+ flashcards, 30 mini exams, and 7 full-length practice exams.

Get Started Free

RHIApractice is not affiliated with or endorsed by AHIMA or Pearson VUE.