Jeff:

Hello, everyone. My name's Jeff McCray, and I'll be providing the demonstration of our Healthcare Link platform. So I've already logged in to the application for J.P. Morgan Access. And depending on the level of entitlements, that you have as an individual, as well as these subscriptions that your company has with J.P. Morgan, you may or may not see this level of activity on your initial screen as you log in. But just note that as a user of Healthcare Link, notice how the services are organized here at J. P. Morgan Access for Healthcare Link, you'll be coming into the More Services area that I'm hovering over now. So if I was to click on More Services, as I just did, notice that in this lower area here, Healthcare Link is listed. But as I click on Healthcare Link, it would bring up a screen that I'm now shifting to now. And this is the initial dashboard that perhaps a [sic] enhanced user or other managerial type user might experience as they come into the application. So let's talk about how the screen itself is organized. In a similar way to J.P. Morgan Access, you have the different service offerings on this upper area as I'm hovering over them now. If you are used to seeing divisions within your own application of Healthcare Link 1.0, those would be listed here as I'm hovering over. And now I'm dropping that down to show a distinction of J.P. Morgan, JPMC Health Care. On the right of that, notice we have a view range, and this is something you can change to some prescribed range of dates, or you can actually change the dates by using the calendar function here. As we move down the screen, notice the Deposits Overview. This is a new function of Healthcare Link 2.0. In this instance we're showing you some historical visualization of deposit details. In this instance, we have some summary-level information of some ACH transactions that have come in. As well as lockbox transactions with the grand total. You can easily drill into those areas by clicking on the functions here for View ACH Payments or View Lockbox Payments, which I'm showing you right now. Moving further down the screen, this middle area is devoted to manual posting. So if you are an EOB conversion client, you would see activities related to those transactions that were not included in the 835 file that we manufactured or created back to you. If you're not an EOB conversion customer, 100% of your work would be listed here. And we do display from a visual standpoint the dollars associated with those transactions and whether those dollars have been posted, if they're unposted or on hold, depending on the workflow activities that you are using. In this middle area, we have those items broken out by the different transaction types. Moving over to the right, we have the items now by status and again, kind of in a visual setting, what are unposted on hold and posted, and the ability to easily drill down and hit into manual posting very quickly. As I move down the screen, this middle area that I'm hovering over is devoted to Reconciliation Manager Enterprise. This is a solution that helps reconcile bank activity to posting activity within the Patient Accounting System so that after post world, and notice you can change the view to include from a patient accounting perspective or from a payment perspective or as I did it brings in both together. Again similar to what we've seen before, the ability to drill right into those areas by clicking on View Payments. As I move down to the bottom of the screen, this is an area on the left hand side that's devoted to reconciliation manager so that pre post world of making sure that data, being the ERAs, coming in from you or your clearing house partner are matched or associated to the dollars that are hitting the bank account either in the form of an ACH credit or a check based payment coming into your lockbox with details of what's been reconciled, unreconciled. If you're manually posting some of that work and what's been distributed out to you with the ability to choose, again, the view of either remittances being the ERAs or the payments side being the checks or ACH. And the ability again to drill right into those areas by clicking on the button here. Right hand side of that is user performance, kind of in a visual setting of who are the users that have varying levels of activity still in their bulk of business or workflow activities. You can change that to a top or bottom user perspective and again, an ability to drill right into that area. So as I move up to the top of the screen, let's go into the search function of Healthcare Link 2.0. Clicking on that, we see the ability to search upon batches of work. You can change that to search at a specific transaction level. So transaction level has characteristics that are different than batch and patient from there even has different characteristics. And I'll show you what this looks like as we turn on the filter for each of those events. So from a filter perspective, I'm going to go ahead and click on Filter It brings up real estate here on the left hand panel. And so from a Batch perspective, you have the ability to search from your different divisions within your different block boxes, batch numbers, batch amounts. You also have the ability to manage preferences. If you'd like to see activity on a more frequent basis. As I change the view to search at a Transaction level, notice the filter changes to characteristics more associated with the transactions. So we've got a Division, we've got Payer. In this case, we also have a Payment Number. So that's associated with either a check based payment or in an ACH setting as that reassociation trace number that's associated with your ERA files. Paid Amount is listed, Lockbox, Transaction Classification. So that is where you might find letters or just check based EOBs. And moving further down, we also have Transaction or Exception Classifications, Orphan Check, Excluded Payer, Not EOB Other. And then those Correspondence Categories that you're used to seeing as before with Healthcare Link 1.0. So all that is searchable within this criteria, and then as we switched over to Patient View, the filter changes to the characteristics associated with what you might like to search upon when trying to find patient related details. So you've got Patient Account Number, Patient First and Last Name. And again, some of those similar characteristics that we just went through. I'm going to go ahead and close this panel out and talk about other ways that you might search upon information. So I'm going to come back to the transaction search here and notice that within each of the column headings, you have the ability to quickly sort that very easily so if I click on Payer, it does sort Payer in an alphabetical setting. You also have the ability with these three little small dots to open up a additional panel or additional filter to filter just that column's worth of information. So I'm going to click on the Filter sign, and as you see, I can unclick items or just add in particular items that I want to see. Another great tool is the ability to do kind of a wildcard search or a Google type search with Search Transactions here. So just to show you that level of activity, I'm going to type in just "137." And notice it brings up three results here. I've got two results that have an amount that carries 137, but I also have a payment number that carries 137. So anything that it finds from a match perspective in any of the columns of information is easily and quickly searched based on the criteria that you enter. One thing I'd also like to note, let me go ahead and close this search out, is the ability to quickly export transactions. And this Export function is available in all the screens that we're about to go through. You can export that here or a similar way, you can right-click on that, choose Export and choose either CSV or Excel. All right, Let's look at what a particular transaction might look like from a image perspective. So I'm going to pick this first item here for $37.51. And as I click on the View function over here, notice it brings up a panel with the image of the transaction. This happens to be an ERA file that was received in and we render that in a human readable form for ease of use here. You can quickly advance through the pages. You have that similar area where you can zoom in and out, invert the image. You can annotate with some tools that are listed here. And if you like, the ability to download information or download the image or take the image out to a separate panel or separate screen, you can do that here. All right. Moving up, we're going to come into the Manual Posting area. And this is how the Manual Posting area is designed. If you're used to random posting within Healthcare Link 1.0., the screen would look just a little differently. But I'm going to focus our attention today on the manual posting screen. So notice you have the ability within this tool to look at viewing by item or viewing by batch. You also have the ability to look at items that are considered Unposted and On Hold. If you're not used to the term on hold, you have the option as your working items, if you are performing some level of work but need to further research it and perhaps step away from what you're doing, you can place the item on hold and return back to it easily. The middle section is really devoted to or this area here is showing items that have been Posted and then an activity of All the items brought together. Like before, in the the search criteria, we have filters that you can use very easily. From a work assignment standpoint, I'm going to come back to the Unposted and On Hold. If you're looking to assign work out to individuals, that same functionality still exists. I can either click on the column heading to bring all items into view to assign that to a user or pick a particular item and come down here to the Assign function and click on that. It then opens up a screen of your current users and you have the ability, if you have a lengthy list, to search on those very easily. Or if that individual, of course resides in this initial setting, you can see them and assign the work out as I just did. Moving along to the Reconciliation tab, I'm going to click on that, and noticed this is where Reconciliation Manager and Reconciliation Manager Enterprise resides. We have the areas here listed for Payments and Remittances, and for Reconciliation Manager Enterprise Payments, and Patient Accounting. For Reconciliation Manager, let's come into the Remittance tab. And from there, in a similar way to the other screens are organized, we've got an item here for Unreconciled, Reconciled, Manually Posted or Closed, Distributed, and All activity brought together along with filter assignments. On the panel to the left that wildcard search exists, as I mentioned earlier, Export. And if you're looking to see how you might work a particular item to try to match that to an associated... payment, since I'm looking at this from the ERA perspective or the remittance side equation, I'm going to try to find an associated payment to match up to this first file of $18.78. I could view on the details if I'd like, but let's go ahead and attempt to Manually Reconcile this payment or I can reconcile this ERA payment. So as I click on Manually Reconcile, I can change my criteria to search at a wider range more than 30 days or a specific date if I'd like to do that. And then coming down I can also enter some other characteristics here if I want to do that. But I'm going to rely upon the kind of a wildcard search to try to find my payment. So I clicked on just "18" and a period. and it brings up a match from a payment perspective. One thing I would also want to do here is validate that my check or EFT transaction number here also validates to this payment number up here. Technically, the system would have already done this for you and linked these transactions together. But we want to show you from a demonstration perspective how you might manage that in the event that there is some criteria that isn't perfectly aligned that you might need to manage on your own. So I'm going to just close out of this, but technically you would click on this and advance through and indicate that this is a match payment and a system would attach the two pieces of information together and release the file out to you in the next window. Let's move on to Reconciliation Manager Enterprise. I'll just briefly cover that from a patient accounting perspective. We're going to come into that screen. Similar organization of how you've seen other activities here. Filter is there as well, wildcard search. But notice we have the characteristics that are associated with the file of information coming back from patient accounting that details out the transactions that were applied based on files that were taken into the system for application. So we've got some patient account number, batch number characteristics, the date that was posted in the patient accounting system, the deposit date associated with the payment that was associated with the ERA or manufactured 835 file, the payment number, payment amounts. So this is the payment amount, but this is what was ultimately applied in to the patient accounting system. So you can see just from this transaction that I'm hovering over, we've got a payment amount of $1,166.87. But the patient accounting system only indicates that $103.33 was applied in. Therefore this is earmarked as only partially applied. It also has not been technically matched up to a payment and so you can work through that similar process I just showed you from a recon manager standpoint to try to find an associated payment to apply that or match that up to. Moving along to User Management, Notice in User Management, we got the ability to Set Up New Users and Modify Existing Users. So we give you control of how you want to administer your user access rights or entitlements very easily here. So from setting up a new user perspective, I could click on a particular individual and add entitlements that individual very easily. And as we briefly described, you had the ability to use kind of roll based entitlements to grant them access to a specific transaction, our set of screens, etc. Or you know, attach them to different divisions, etc. From a modifying user perspective, you could easily click on a particular individual, view their associated details, see what they've got or if you want to add features or entitlements, you can easily click on the level of entitlements that they need or uncheck as you need and click through the session to add those to that particular individual. Moving along to Reports, we've got a few different reports listed out here from a reconciliation standpoint. I'll click in to the detailed deposit we've got the range listed here. Specific date ranges can be employed. It is divided up between your lockbox activity and your ACH activity. If you remember, the initial dashboard that reviewed those were listed separately and kind of shown here as well. You also have the ability, so from a lockbox perspective, this shows you your specific lockbox assignments. What has been manufactured into an 835 file, what is still listed as your needing manual posting totals. You have the ability to drill in individually to those items as well. So if I drill in, to this particular lockbox, I now see the associated batches. Within there, I can also drill into those specific batches to see the individual makeup of those batches. So in this sentence, I've got patient payments there, check numbers, dollar amounts, and if I had associated images, those would be displayed here, Coming back up to Reports, let's look at the 835 summary. Again, you've got View Range, specific date range that you want to look for. You have the ability to drill down to specific payers that you might be looking for, wildcard search, export, or similar. Filter assignments within the individual columns themselves. But just noting the level of activity that's out here. So this is displayed to you from an individual payment perspective, the ability to see what the total was from a Primary Claims Perspective, Accounts, Secondary Claims, Other Payments, Recoupment Totals, Provider Level Adjustments, etc. With the ability to drill right into those areas as well. Coming back into the Reports, let's look at some of the inbound and outbound file reports from an inbound file report. If you were using Reconciliation Manager with J.P. Morgan, this would kind of give you a listing of all those 835 files that have been sent in for posting or for being matched up in that solution. Or if you were sending other data into the application, you would see those listed here. From a [sic] Outbound file perspective, this would detail the outbound files to your organization. And just from a sample perspective, we've got some 835 files that were distributed out, and it gives you the file name, the distribution date and timing. If you are an EPIC based customer, this might be your EPIC cash management module file that was distributed out. Any type of DAI type reporting that's coming out to you. And we've got some image files that are being delivered out. And as I close out the session, I want to thank everyone for coming in and doing the demonstration. This concludes today's discussion. Thank you.

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