Research Billing Collaborative Research Billing Initiative 1162020 1

Research Billing Collaborative Research Billing Initiative 11/6/2020 1

Agenda • Revenue Cycle – Revenue Cycle Overview • Patient Financial Services/Billing and Collections – Our Mission – Meet our team • Feedback from previous process proposal and presentation • Overview of the updated process – Updated process overview – Policy Overview – Effective Date • Questions 11/6/2020 2

Revenue Cycle Services Revenue Cycle Operations Self Pay and Financial Assistance Customer Service Support Agency Management Denials and Underpayments Collections and Remittance Processing Claim Submission and Follow Up Discharge/Not-Final-Billed Accounts Coding Medical Records Clinical Documentation Utilization Management Admission Status Determination Business Intelligence Charge Description Master Individual Solutions Point of Service Collections Financial Clearance: Insurance Verification, Pre-Certification and Medical Necessity Scheduling/Registration (Schedistrar) 3 11/6/2020 Revenue Cycle Application Business Partner Support Patient Account Management Billing and Collections Health Information Management, Clinical Documentation and Coding Revenue Management Patient Financial Navigation Support

What is our mission? IU Health Mission: To improve the health of our patients and community through innovation and excellence in care, education, research and service. RCS Mission: To optimize Indiana University Health revenue while delivering on our Promise of Assurance. 11/6/2020 4

Revenue Cycle Services Research Billing Support • Your Revenue Cycle Services Research Billing Partners q. Lindsay Skowronski - Executive Director, Revenue Cycle Services q. OPEN –Manager, Research Billing Manager q. Trenia Logan, Team Lead Research Billing q. Diane Mohler – Manager, Radiology Charge Services q. Michele Wann – Manager, Pricing Estimation (estimates@iuhealth. org) q. Emily Dunkin – Program Director, Charge Integrity (IDENotification@iuhealth. org) 11/6/2020 5

Thank you • We appreciate your feedback and want to meet your needs as a business partner. This is what we heard: 1) You expect responsiveness from any Revenue Cycle Services. Team 2) You want to understand the process, at a high level, and know what to expect from this transactional relationship. You also want to know who to contact when you need answers, timely. 3) There are redundancies with the existing processes, and ideally we mitigate this as much as possible 4) The goal is to build strong foundational relationships with Revenue Cycle Services that lend to improved compliancy, while ensuring a positive patient experience at IU Health 11/6/2020 6

Let’s Make This Successful • We ask that you thoroughly review this updated process and reiterate with all staff adherence to this process is a compliancy requirement • Ensure your department and staff follow these agreed upon guidelines/processes, and all new team members are oriented to this material • Most importantly we are asking that you *We’ve made significant efforts to create a seamless process, reducing unnecessary exchanges and delays, so we kindly ask that you disregard previous material, presentations, and processes following the effective “go-live” 11/6/2020 7

Research Billing Packet Form #1 Form #2 Form #3 Research Billing Notification Form Research Registration/Grant Charge Form Required Documentation for Research Supplies, Implants, and Investigational Device Exemptions (IDE) Applies to: All IU Health patients participating in a research study, grant study program, or clinical trials, regardless of who is fulfilling billing and collections efforts Required Submission Timeframe: As soon as an IU Health Team member is aware a patient will be participating and has the information available to complete this form, at a minimum two weeks prior to care delivery Anticipated Response: Email from IU Health Research Billing Team member acknowledging receipt, within two business days Applies to: IU Health patients, identified for completion and submission of Form #1, in which billing services are to be fulfilled by IU Health Revenue Cycle. Applies to: IU Health patients receiving supplies, implants, and/or Investigational Device Exemptions (IDE) as part of the associated research study or Clinical Trial. Required Submission Timeframe: As soon as service/charge information is available to complete this form, at a minimum two weeks prior to care delivery. Required Submission Timeframe: As soon as all components of the form are completed, including supporting cost information. Will require a minimum of two weeks, and be completed before the first patient’s service. Anticipated Response: Return of completed form with the IU Health Billing Account Number Added, within two business days Anticipated Response: An acknowledgement email with the associated Med. Asset Number within two business days. Additional notifications will be sent when requests are approved and completed.

Billing Packet Process Overview Patient Identified for participation in any research/grant/clinical trial, etc. Skip completion and submission of Research Billing Form #2 NO Research Billing Packet completion is initiated, including submission to IU Health Revenue Cycle Services Complete Form #1 (Research Billing Notification Form) regardless of billing onus Will IU Revenue Cycle Services be billing for services or charges associated with this service? YES Complete Research billing form #2 – submitting to IU Health Revenue Cycle Services 11/6/2020 NO Will the patient receive any research supplies, implants, or IDEs Skip completion and submission of Research Billing Form #3 YES Complete Research billing form #3 – submitting to IU Health Revenue Cycle Services Process complete for Required Documentation of Research Supplies, Implants, IDEs 9

Monthly Clinical Trial Participation Form • This form is sent in addition to the Research Billing Packet, where applicable, and used to keep track of those patients that are in the clinical trials. • Send form to: clinicaltrials@iuhealth. org • Also send at end of every month only if there have been changes to the sample (additions or removals). 11/6/2020 10

What You Should Expect Upon Submission of These Forms • With all submissions of completed forms you will receive a confirmation of receipt within 48 business hours. 11/6/2020 11

Quick Reference Tools – All forms are located at : http: //medicine. iu. edu/research/clinicaltrials/clinical-trials-industrypartners/iuh-research-billing/ 11/6/2020 12

For all Pricing Estimation Inquiries • Please note- all pricing inquiries, both professional and facility charges, should be sent to clinicaltrials@iuhealth. org – Please specify “Pricing Request” in the subject line 11/6/2020 13

Quick Reference Sheet Ste p Form E-mail Address When to Send Research Billing Notification Form clinicaltrials@iuhealth. org Initial: 2 weeks prior to trial start date 1 Research Registration/Grant Charge Form clinicaltrials@iuhealth. org Copy vendacct@iuhealth. org if there is a radiology charge Initial: Within 24 hrs 2 Documentation Requirements for Supplies, Implants, or IDE Clinical Trials clinicaltrials@iuhealth. org Initial: 2 weeks prior to trial start date 3 Monthly Clinical Trial Participation Form clinicaltrials@iuhealth. org Initial: 2 weeks prior to trial starting 4 Monthly Clinical Trial Participation Form clinicaltrials@iuhealth. org Ongoing: the end of every month if patient mix changes 11/6/2020 Response Time Anytime a form is sent to the clinicaltrials@iuhealth. org a response will be provided within two business days 14

FAQ Q: Are we still using the fax number previously associated with this process? A: No. Please discontinue any use of Rfax, and/or personal email, as part of the Research Billing Processes Q: If prior versions of forms have already been completed, including submission, do we need to complete a new one? A: No. Please “cutover” where appropriate with use of the new process. However, any initial submissions of Research Billing Form #1, Research Billing Notification Form, will be declined with notification of such and reference to the new process Q: Is completion of this process required where billing is not fulfilled through IU Health Revenue Cycle? A: Yes. With provision of this information, onus of subsequent compliancy issues attributed to nonsubmission of these documents will be addressed with associated research personnel, where appropriate Q: What specifically does “supplies” pertain to? A: IU Health Revenue Cycle should always be made aware when supplies are provided at no or reduced cost, to avoid billing insurance or patients errantly for those services. Where this is known or suspected, notification is required. 11/6/2020 15

Questions? 11/6/2020 16