Expert Details

Expert in Epic Electronic Medical Records (EMR) and Revenue Cycle

Expert ID: 734001 Texas, USA

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Expert is an Epic HB, CDM, PB, HB Contracts and Claims Certified Lead Analyst and PMI-Certified PMP offering many years of experience, multiple Epic Go-lives, along with leadership and communication skills. Full-cycle Childrens, Academic, Research and Multi-Hospital implementation experience from Validation, Build, Testing, Go-Live, Support, Upgrade and Optimization. Extensive SBO and Non-SBO HB, Extracts, Security, CDM, Charge Capture and Charge Router experience.


Epic Applications (2017 Certified):
• Resolute Hospital Billing
• Resolute Professional Billing
• HIM Coding
• CDM
• Charge Router
• HB Claims
• HB Expected Reimbursement Contracts
• Home Health Billing
• Hospice Billing
• ASAP

BTH Solutions contributes years of combined experience from both a revenue operations and technology
perspective. We provide solutions that will efficiently streamline operational workflows within the context of today’s
complex EMR systems. From the moment the patient initiates contact through final account payment, our team of
experts will assess your organizations processes. While working hand-in-hand with your operational and technology
leadership, BTH Solutions will offer their knowledge to help your organization realize their full revenue capabilities by
customizing an optimization package for you as it relates to:
• Epic CDM and Fee Schedule Analysis and Consolidation
• Revenue Integrity Analysis, recommendations and Charge Router automations.
• Workqueue and Workflow Optimization
• Denials Optimization and Prevention– Decreasing Denials by identifying, categorizing and addressing
root causes, moving edit’s upstream, building custom Denial reports for monitoring.
• Supply Charging Audit and Analysis - Mapping data flow between 3rd party systems(ItemMaster,
Charging Interfaces and Epic), Identifying lost revenue and charge capture opportunities, auditing data
mapping between systems and interfaces

Education

Year Degree Subject Institution
Year: 2010 Degree: Doctor of Chiropractic Subject: Chiropractic Medicine Institution: Texas Chiropractic College
Year: 2006 Degree: Bachelor of Science Subject: Kinesiology Institution: University of Texas at Austin

Work History

Years Employer Title Department Responsibilities
Years: 2018 to Present Employer: Undisclosed Title: Epic Revenue Cycle Project Manager Department: Responsibilities: • Epic 2018 SBO
• Rev-cycle PM for Tax ID Merge Project: Analysis, Planning, Integrated/Charge/Interface Testing, Go-Live, Support
Years: 2017 to Present Employer: Undisclosed Title: Epic SBO HB/Claims Senior Consultant Department: Responsibilities: • Epic 2017 SBO Resolute HB
• Supply Revenue Audit and Analysis: Mapping data flow between 3rd party systems(Peoplesoft, Intellishelf, Epic), Identifying lost revenue and charge capture opportunities, auditing data mapping between systems and interfaces
• Rev-cycle Lead for Proton Therapy Center Service Area and Tax ID Merge Project: Analysis, Planning, Integrated/Charge/Interface Testing, Go-Live, Support
• 2017 Upgrade: Testing, Build, Optimization – Financial Assistance, Cost Schedules and Reporting, WQF Workqueue Conversion
• Build and Support: Claims, Remittance, HB and PB Contracts, Charge Router, HL7 Charge Interfaces, System Automatic Actions
Years: 2015 to 2017 Employer: ProMedica Health System Title: Epic HB and CDM Senior Consultant Department: Responsibilities: • Epic 2015 and 2017 Upgrade Resolute HB
• Build: CDM (Consolidation, CDM Matrix, Build, Optimization), Cost Center Assignment (Routing and Troubleshooting), HL7 Charge Interface mapping, Charge Router
Years: 2015 to 2015 Employer: Lehigh Medical Center Title: Epic Clinical Charging Advisor Department: Responsibilities: • Audited Clinical Charging Preference Lists, Doc Flowsheets, Orders, Charge Interfaces, CDM Matrix
• CDM Clean-up and Maintenance, Cost Center Assignment (CCAT)
• Build: Charge Router, Router Review Workqueues and Charge Review Workqueues
Years: 2015 to 2015 Employer: Montefiore Medical Center Title: Epic HB/PB Data Warehouse BI Consultant Department: Responsibilities: • Epic to Oracle SQL Data Warehouse Business Intelligence Implementation
• Helped BI Database Administrators map data elements from Epic Clarity to Data Warehouse
• Helped SQL and Clarity report writers understand HB and PB data, functionality and report logic
• Epic and Oracle Data Validation
Years: 2014 to 2015 Employer: Kaiser Permanente Title: Epic HB/PB Revenue Cycle Report Writer Department: Responsibilities: • Epic 2012 Resolute HB and PB Optimization Project: “Intelligent Standardization”
• Identified, Analyzed, Audited and Reported on differences in design, workflow and build between Northern and Southern California regions
• Standardized, Developed and Built Resolute HB and PB Reporting Workbench Reports and Radar Dashboards between regions
Years: 2014 to 2014 Employer: Catholic Health Initiatives Title: Epic Clinical Charging Project Manager Department: Responsibilities: • Identified Charging and Revenue Risk Area’s and developed Risk Mitigation Plans.
• Analyzed and Audited CDM, Cost Center Assignment Table, Bed Charge Billing, Charge Router, Charge Review Workqueues and Charge Capture Preference Lists for gaps and risks
• Scheduled, Organized and Led CDM Review Sessions, Revenue and Usage Workshops, Charge Review Workqueue training and other demo’s and training
• Worked closely with Revenue Integrity and HB Project Team on charging workflow and build decisions
• Worked with Epic and Revenue Integrity on the Go-Live Revenue Engagement Center for Hospital Operations and Revenue Tracker calls, Revenue Usage Reports and Revenue Baseline Analysis and Charging training
Years: 2014 to 2014 Employer: Children’s Medical Center of Dallas Title: Epic HB Senior Consultant Department: Responsibilities: • Optimization Projects – 2014 Upgrade, New ACA/Exchange Financial Class, Early Out Agency, Charge Router, Workqueue and Workflow optimization
• Home Health Billing – HSD, Workqueues, Payor/Plans, System Actions/Billing Indicators, Charge Router
• Charge Router – Cost Center Assignment, Modifiers, Create and Delete Charges, PB Admin Fee’s, Router Review Workqueues
• Reporting Workbench Reports, Radar Dashboards and Extracts – Build, Security, and Updates
• Code Capture/Simple Visit Coding – Updating, Troubleshooting and Maintenance
• Contracts/Expected Reimbursement – Build, Testing, Late Charge Expected Gain Automation
Years: 2013 to 2013 Employer: Lexington Medical Center Title: Epic HB Senior Consultant Department: Responsibilities: • Workqueues, Extracts, Remittance, CDM, Security, Claims, Reporting Workbench, Radar Dashboards, Cash Drawers, Statements, Detail Bills, Printing, Refunds, Revenue Guardian
• Extracts – Extract Framework Editor, Batch/Job/Runs, System Actions, Billing Indicators, PB EAR Extract, RMC Self Pay Early Out, Emdeon Statements, HTT Peoplesoft Refund Extract and workflow
• CDM – Charge Router build and testing, Bed Charge Billing, EAP maintenance and updates, Cost Center Assignment (CCAT)
• Interfaces – Interface charge mappings for several HL7 charge interfaces into Epic.
Years: 2012 to 2013 Employer: St. Luke’s Episcopal Health System Title: Epic HB Team Lead Department: Responsibilities: • Charge Router Lead – Built, tested and maintained charge router rules, destination routing, charge router error pool and Workqueues
• HB Build: CDM Consolidation, Cost Center Assignment (CCAT), Charge Router, Extracts, Workqueues, Rules, Account Activities, Interim Billing, Insurance and Self Pay Follow-up, Bad Debt, Coverage Manager, Research Billing, Client Billing and more
Years: 2010 to 2012 Employer: Iowa Health Systems Title: Epic ASAP Principal Trainer and Inpatient/Ambulatory Elbow Support Department: Responsibilities: Epic ASAP Principal Trainer and Inpatient/Ambulatory Elbow Support

Career Accomplishments

Licenses / Certifications
Epic Applications (2017 Certified):
• Resolute Hospital Billing
• Resolute Professional Billing
• HIM Coding
• CDM
• Charge Router
• HB Claims
• HB Expected Reimbursement Contracts
• Home Health Billing
• Hospice Billing
• ASAP

Fields of Expertise

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