2022 Crowe Healthcare Summit boot camps
Want to take a deep dive on topics like revenue cycle analytics, automated reconciliation, net revenue and finance, and more? Our intensive boot camps will cover these areas along with Crowe Revenue Cycle Analytics (Crowe RCA) technology updates.
Boot camps will be priced a la carte at $100 per CPE hour. Please feel free to contact us with any questions you might have about these sessions.
Boot camps schedule
Pre-Summit (virtual)
Tuesday, Sept. 13
- 8-9:50 a.m. | Executing Month-End Close Steps: Process and MRA Settings Steps | Introduction
Participants will walk away with the ability to navigate the steps of pre-close with a specific emphasis on MRA settings and storage. The focus of this course will be around the pre-close checklist and will not dive into RCA definitions and concepts. The course was designed for new or inexperienced users who want to learn the mechanics of navigating the close process.
By the end of this session, the learner will be able to:
- Recall all pre-close steps that are required in order to complete a successful pre-close in the Crowe RCA application
- Explain all necessary items that are needed, including mapping and reconciliation in advance of beginning pre-close or close
- Identify configuration updates needed, including any necessary adjustments
- 10 a.m.-noon | Executing Month-End Close Steps: Pre-Close Finalization, Recast, and Close Overview | Introduction
Participants will walk away with the ability to navigate the steps of close with a specific emphasis on the close process and autoclose package generation. The focus of this course will be around the close checklist and will not dive into RCA definitions and concepts. The course was designed for new or inexperienced users who want to learn the mechanics of navigating the close process.
By the end of this session, the learner will be able to:
- Navigate through the final steps of pre-close and understand the purposes of recast reporting
- Recall the close steps that are required in order to complete a successful close in the Crowe RCA application
- Execute and save all key reporting that should be saved each month-end for review and audit purposes
- 10-11:30 a.m. | Crowe Automated Reconciliation for Healthcare | Introduction
Navigating and working within the Crowe Automated Reconciliation tool.
By the end of this session, the learner will be able to:
- Describe the layout of the Crowe Automated Reconciliation tool
- Assign exceptions in the tool and resolve exceptions within the tool
- Use export and filter functions within the tool and research items identified in the completeness module
- 1-2 p.m. | Crowe RCA for Physicians Overview of Key Elements Unique to Physicians | Introduction
The key focus of this session is to cover modules, reports, and tools that will enhance the overall physician environment experience. Participants will learn about the facility matrix file, how to leverage facility groupers, and other data related items that are unique to Crowe RCA for physicians. The course is intended for new or less experienced users.
By the end of this session, the learner will be able to:
- Describe the purpose and capabilities of the facility matrix file
- Identify reporting options by leveraging the facility grouper functionality
- Explain certain data elements, reserve settings, and reporting unique to Crowe RCA for physicians
- 1-2 p.m. | Crowe RCA Ad-Hoc Reporting Module & Tableau | Introduction
This course will provide a brief overview of the ad hoc module. The session will cover the data elements and extracts that flow from Crowe RCA. The remaining half of the session will include a step-by-step walk-through of building meaningful reports and dashboards to help drive analytics. The course is designed for clients who are interested in learning more about the ad hoc reporting capabilities or those clients who have ad hoc and would like an introduction to the concepts.
By the end of this session, the learner will be able to:
- Recognize the data components included in the ad hoc extracts, which are the building blocks of the reporting capabilities
- Explain the integration process of Crowe RCA data and how it flows from the application to the ad hoc module
- Produce reports and dashboards in the ad hoc module by leveraging your understanding of the data components included in the ad hoc extract and the basic functionality of Tableau
Wednesday, Sept. 14
- 8-9:50 a.m. | Crowe RCA Overview: Understanding Key Concepts: Hindsight and ZBA | Introduction
Participants will walk away with a baseline understanding of key principles and methodology. The focus of the session is to cover the Crowe RCA core reserve methodology – zero balance account and hindsight analysis. The course was designed for individuals who are either new to the Crowe RCA application or would like a refresher on defining key concepts.
By the end of this session, the learner will be able to:
- Define the core building blocks of Crowe RCA reserve methodology
- Describe key topics and concepts that are critical to estimating balance sheet reserves
- Identify key reporting that supports Crowe RCA core functionality
- 10 a.m.-noon | Crowe RCA Overview: Understanding Key Concepts: Credits, Recoveries, and Variance Analysis | Introduction
Participants will walk away with a baseline understanding of key principles and methodology. The focus of the session is to cover credits, recoveries, and variance analysis. The course was designed for individuals who are either new to the Crowe RCA application or would like a refresher on defining key concepts.
By the end of this session, the learner will be able to:
- Explain how credits and recoveries are estimated and applied in Crowe RCA
- Define key topics and concepts that are critical to the Crowe RCA variance analysis module
- Identify key variance analysis reports that aid in the review of net revenue
- 10 a.m.-noon | Crowe RCA Ad-Hoc Reporting Module & Tableau | Intermediate
This course will largely consist of a hands-on, step-by-step walk-through of building meaningful reports and dashboards utilizing the Crowe Revenue Cycle Analytics (Crowe RCA) extracts. Participants will walk away with the ability to expand on the examples in the course and be able to leverage Tableau to help drive analytics and share the reports and dashboards with others in the organization.
By the end of this session, the learner will be able to:
- Recall the data components included in the ad hoc extracts and explain the integration process of Crowe RCA data and how it flows from the application to the ad hoc module
- Produce reports and dashboards in the ad hoc module utilizing a deeper understanding of filters, table calculations, level-of-detail calculations, and deeper understanding of data connections, live vs. extract, summary vs. detail, and applying filters to extracts
- Create a dashboard and publish to Tableau server to share produced results with your organization
- 1-3 p.m. | Crowe RCA for Physicians Close Process: Process, Reporting, Review | Introduction
This course was designed to cover an expedited month-end close process specifically for physician users. Participants will learn about the steps of pre-close and close, but through a physicians lens, as some logic and reporting in Crowe RCA is not leveraged for physician use. In addition, key reporting and review tips will be provided to help guide the analytical review process. Please note that concepts and terminology will not be covered in detail – consider supplementing this knowledge by attending the "Crowe RCA Overview: Key Concepts: Hindsight and ZBA" and "Crowe RCA Overview: Key Concepts: Credits, Recoveries, and Variance Analysis" sessions.
By the end of this session, the learner will be able to:
- Recall the high-level steps of the Crowe RCA month-end close process
- Identify key month-end reporting specific to physician data
- Demonstrate important review steps when analyzing month-end results
- 1-2:30 p.m. | Crowe Automated Reconciliation for Healthcare | Advanced
Maximizing the benefits from the Crowe Automated Reconciliation tool.
By the end of this session, the learner will be able to:
- Explain user, work groups, and mapping within the tool
- Monitor file loads and utilize the tool to efficiently assign exceptions
- Review bank deposit and completeness screens to optimize their team’s performance and optimize the month-end close module reconciliation results
Thursday, Sept. 15
- 8 a.m.-noon | Performing a Reserve Model Wellness Check | Intermediate
The healthcare industry is constantly evolving, and your accounts receivable reserve model should evovle with it. Reserve models require maintenance and regular testing to ensure you're addressing any underlying risk in the accounts receivable valuation and that you're reacting appropriately and timely to meaningful changes in your net revenue performance. In this course, we'll discuss approaches for assessing the health of your reserve model.
By the end of this session, the learner will be able to:
- Discuss examples of changes in your business that might warrant a reserve model assumption adjustment
- Discuss methodologies used to assess the accuracy and appropriateness of reserve model assumptions
- Evaluate leading indicators in net revenue data that might trigger the need for a reserve model assessment
Healthcare Summit
Monday, Sept. 19
- 8-10 a.m. | Understanding MRA Results: Recast Overview | Intermediate
This session’s key focus is to provide participants with a series of examples that help aid and guide MRA review efforts. By leveraging the recast, we will walk through how to find key drivers of balance sheet swings and provide the necessary tools and knowledge to explain the changes. The course was designed for individuals who are either new or less experienced in reviewing and explaining the balance sheet.
By the end of this session, the learner will be able to:
- Identify and understand the impact of current MRA settings changes
- Utilize the recast package to identify and explain key drivers in changes to the balance sheet
- Leverage supporting reports to help explain changes in the recast based on the key drivers
- 8-10 a.m. | Creating Information and Insight Out of Data – Balance Sheet | Advanced
The Crowe RCA application houses a significant amount of useful data, but using the data to create information used to answer important questions about your business is difficult. In this course, we'll discuss the underlying data elements housed within the application and examples of ad hoc balance sheet based questions you can answer with data directly from Crowe RCA.
By the end of this session, the learner will be able to:
- Describe the underlying data elements related to accounts receivable trends included in Crowe RCA
- Discuss examples of ad hoc questions that can be answered with data in Crowe RCA
- Develop strategies used to communicate conclusions derived from Crowe RCA-based data and actions that might be necessary as a result of the analysis
- 10:15 a.m.-12:15 p.m. | Understanding MRA Results: Close Overview | Intermediate
This session’s key focus is to provide participants with a series of examples that help aid and guide MRA review efforts. By leveraging the autoclose package, we will walk through how to find key drivers of balance sheet swings and provide the necessary tools and knowledge to explain the changes. The course was designed for individuals who are either new or less experienced in reviewing and explaining the balance sheet.
By the end of this session, the learner will be able to:
- Identify material swings on the balance sheet and determine key drivers – rates, aging, or payor mix
- Explain the autoclose sheets and additional reports available for deeper analysis
- Research impact related to recoveries and credit balances movement
- 10:15 a.m.-12:15 p.m. | Creating Information and Insight Out of Data – Net Revenue | Advanced
The Crowe RCA application houses a significant amount of useful data, but using the data to create information used to answer important questions about your business is difficult. In this course, we'll discuss the underlying data elements housed within the application and examples of ad hoc income statement based questions you can answer with data directly from Crowe RCA.
By the end of this session, the learner will be able to:
- Identify underlying data elements related to net revenue performance included in Crowe RCA
- Discuss examples of ad hoc questions that can be answered with data in Crowe RCA
- Develop strategies used to communicate conclusions derived from Crowe RCA-based data and actions that might be necessary as a result of the analysis
- 1:15-3:15 p.m. | Understanding VA Results: Current Period Net Revenue | Intermediate
This session’s key focus is to provide participants with a series of examples that help aid and guide their VA review efforts. By leveraging the close package and VA reporting, we will walk through how to find key drivers of current period net revenue impact and provide the necessary tools and knowledge to explain the changes. The course was designed for individuals who are either new or less experienced in reviewing and explaining the income statement.
By the end of this session, the learner will be able to:
- Define current period net revenue and the difference between current period net revenue and total net revenue
- Identify key Crowe RCA reports that summarize and explain current period net revenue impact
- Deliver a high-level explanation on key drivers of the overall current period net revenue impact
- 1:15-3:15 p.m. | Crowe RCA for Physicians Close Process: Process, Reporting, Review | Introduction
This course was designed to cover an expedited month-end close process specifically for physician users. Participants will learn about the steps of pre-close and close, but through a physicians lens, as some logic and reporting in Crowe RCA is not leveraged for physician use. In addition, key reporting and review tips will be provided to help guide the analytical review process. *Please note that concepts and terminology will not be covered in detail – consider supplementing this knowledge by attending the "Crowe RCA Overview: Key Concepts (1) Hindsight and ZBA and (2) Credits, Recoveries, and Variance Analysis" session.
By the end of this session, the learner will be able to:
- Recall the high-level steps of the Crowe RCA month-end close process
- Identify key month-end reporting specific to physician data
- Demonstrate important review steps when analyzing month-end results
- 1:15-3:15 p.m. | Analyzing Change in Prior Period Estimates | Advanced
Change in prior period estimates can often be difficult to explain, primarily when drilling down into specific themes that tend to be impacted by small changes in prior at the account level across a large volume of accounts. The primary focus of this session will be highlighting sub-themes within the time of payment and time of billing change in prior themes. Examples and drivers of other change in prior themes will also be included in this session. This session is intended for those looking to dive a layer deeper into change in priors (CIP). Note that all CIPs will not be covered in this session as the focus is on drilling into themes that tend to be the most challenging to explain.
By the end of this session, the learner will be able to:
- Break down the time of payment theme to understand how to interpret and quantify drivers of net revenue within this specific theme, including those accounts that had a contractual posting (with or without payment) as well as accounts that experienced some level of reserve-based change in prior such as primary or current payor changes or that were impacted by aging
- Break down the time of billing theme to understand how to interpret and quantify drivers of net revenue within this specific theme, including those accounts that had a contractual posting (with or without payment) as well as accounts that experienced some level of reserve-based change in prior such as primary or current payor changes or that were impacted by aging
- Differentiate between key underlying net revenue drivers within the remaining change in prior themes, specifically focusing on business processes that might be driving results
- 3:30-5:30 p.m. | Understanding VA Results: Change in Prior | Intermediate
This session’s key focus is to provide participants with a series of examples that help aid and guide their VA review efforts. By leveraging the close package and VA reporting, we will walk through how to find key drivers of prior period net revenue impact (change in priors) and provide the necessary tools and knowledge to explain the changes. The course was designed for individuals who are either new or less experienced in reviewing and explaining the income statement.
By the end of this session, the learner will be able to:
- Define change in prior estimates as it relates to total net revenue
- Explain change in prior estimates by leveraging autoclose and VA reports
- Identify key drivers of results by leveraging change in prior themes and summarize findings that include actionable items
- 3:30-5:30 p.m. | Crowe RCA Ad-Hoc Reporting Module & Tableau | Intermediate
This course will largely consist of a hands-on, step-by-step walk-through of building meaningful reports and dashboards utilizing the Crowe RCA extracts. Participants will walk away with the ability to expand on the examples in the course and be able to leverage Tableau to help drive analytics and share the reports and dashboards with others in the organization.
By the end of this session, the learner will be able to:
- Recall the data components included in the ad hoc extracts and explain the integration process of Crowe RCA data and how it flows from the application to the ad hoc module
- Produce reports and dashboards in the ad hoc module utilizing a deeper understanding of filters, table calculations, level-of-detail calculations, and deeper understanding of data connections, live vs. extract, summary vs detail, and applying filters to extracts
- Create a dashboard and publish to Tableau server to share results with your organization
- 3:30-5:30 p.m. | Driving a Meaningful Narrative Utilizing the Crowe Custom Net Revenue Package
Crowe offers a customized net revenue reporting package that provides trended balance sheet and income statement data broken out by volume, rate, mix, and change in prior period estimates. This reporting package offers 13 months of trended data and calculates comparisons against trailing averages and budget data. This course is designed for those organizations that are consumers of this reporting package. The focus of this session will be walking through a number of examples on pairing data points together to support and explain the key net revenue drivers for the month-end period.
By the end of this session, the learner will be able to:
- Recognize the key data themes and elements that are included in the net revenue reporting package, including AR trends, volume, rate, mix, change in prior period estimates, and current month net revenue trends
- Distinguish main drivers of month-end financials by quickly deciphering the large overall themes and understand how to utilize the data in the package to further narrow in on the results
- Translate the large data set into a meaningful narrative explaining the month-end results and understand how to further refine the message to leadership
Post-Summit (encore-virtual)
Monday, Sept. 26
- 8-9:50 a.m. | Driving a Meaningful Narrative Utilizing the Crowe Custom Net Revenue Package
Crowe offers a customized net revenue reporting package that provides trended balance sheet and income statement data broken out by volume, rate, mix, and change in prior period estimates. This reporting package offers 13 months of trended data and calculates comparisons against trailing averages and budget data. This course is designed for those organizations that are consumers of this reporting package. The focus of this session will be walking through a number of examples on pairing data points together to support and explain the key net revenue drivers for the month-end period.
By the end of this session, the learner will be able to:
- Recognize the key data themes and elements that are included in the net revenue reporting package, including AR trends, volume, rate, mix, change in prior period estimates, and current month net revenue trends
- Distinguish main drivers of month-end financials by quickly deciphering the large overall themes and understand how to utilize the data in the package to further narrow in on the results
- Translate the large data set into a meaningful narrative explaining the month-end results and understand how to further refine the message to leadership
- 10 a.m.-noon | Analyzing Change in Prior Period Estimates | Advanced
Change in prior period estimates can often be difficult to explain, primarily when drilling down into specific themes that tend to be impacted by small changes in prior at the account level across a large volume of accounts. The primary focus of this session will be highlighting sub-themes within the time of payment and time of billing change in prior themes. Examples and drivers of other change in prior themes will also be included in this session. This session is intended for those looking to dive a layer deeper into change in priors (CIP). Note that all CIPs will not be covered in this session as the focus is on drilling into themes that tend to be the most challenging to explain.
By the end of this session, the learner will be able to:
- Break down the time of payment theme to understand how to interpret and quantify drivers of net revenue within this specific theme, including those accounts that had a contractual posting (with or without payment) as well as accounts that experienced some level of reserve-based change in prior such as primary or current payor changes or that were impacted by aging
- Break down the time of billing theme to understand how to interpret and quantify drivers of net revenue within this specific theme, including those accounts that had a contractual posting (with or without payment) as well as accounts that experienced some level of reserve-based change in prior such as primary or current payor changes or that were impacted by aging
- Differentiate between key underlying net revenue drivers within the remaining change in prior themes, specifically focusing on business processes that might be driving results
- 12:30-2:30 p.m. | Creating Information and Insight Out of Data – Net Revenue | Advanced
The Crowe RCA application houses a significant amount of useful data, but using the data to create information used to answer important questions about your business is difficult. In this course, we'll discuss the underlying data elements housed within the application and examples of ad hoc income statement based questions you can answer with data directly from Crowe RCA.
By the end of this session, the learner will be able to:
- Identify underlying data elements related to net revenue performance included in Crowe RCA
- Discuss examples of ad hoc questions that can be answered with data in Crowe RCA
- Develop strategies used to communicate conclusions derived from Crowe RCA-based data and actions that might be necessary as a result of the analysis
- 3-5 p.m. | Creating Information and Insight Out of Data – Balance Sheet | Advanced
The Crowe RCA application houses a significant amount of useful data, but using the data to create information used to answer important questions about your business is difficult. In this course, we'll discuss the underlying data elements housed within the application and examples of ad hoc balance sheet-based questions you can answer with data directly from Crowe RCA.
By the end of this session, the learner will be able to:
- Describe the underlying data elements related to accounts receivable trends included in Crowe RCA
- Discuss examples of ad hoc questions that can be answered with data in Crowe RCA
- Develop strategies used to communicate conclusions derived from Crowe RCA-based data and actions that might be necessary as a result of the analysis
All events are in Mountain Daylight Time.