Special Notice / Hearing: None__
Vote Required: Majority
To: Honorable Board of Supervisors
From: Louise F. Rogers, Chief, San Mateo County Health
Chester J. Kunnappilly, MD, Chief Executive Officer, San Mateo Medical Center
Subject: Agreement with Trifecta Group, Inc. to Provide Epic Transition Revenue Cycle Advisor Services
RECOMMENDATION:
title
Adopt a resolution authorizing an agreement with Trifecta Group, Inc. to provide Epic transition revenue cycle advisor services for the term of October 1, 2023, through September 30, 2025, in an amount not to exceed $1,000,000.
body
BACKGROUND:
San Mateo County Health and San Mateo Medical Center (SMMC) are implementing a new electronic health record (EHR) system (Epic), which will include significant advances in revenue cycle capabilities that address accounts receivable management, net revenue, claim denials, and increased workflow automation. To support this project, a Request for Proposals for revenue cycle advisory services for the Epic transition was completed in June 2023, and Trifecta Group, Inc. (Trifecta) was selected due to their knowledge and expertise of California safety net public hospitals, FQHC billing, and the Epic system.
DISCUSSION:
Trifecta would document current billing and collection workflows, create benchmark data, perform a gap analysis between Epic best practices and existing processes in SMMC's patient financial services; and assess staffing, procedures, and work distribution to maximize effectiveness and efficiencies in preparation for the transition to Epic while concurrently guiding the Epic build.
Additionally, Trifecta would provide resources to support remit payment posting logic in SMMC's legacy patient accounting system, Invision. SMMC follows a manual process to post payments and ensure reconciliation is complete. Transitioning this task to Trifecta would allow SMMC staff to focus on developing Epic workflows. It is anticipated that supported payment pos...
Click here for full text