Financial Data Control Forms

Introduction

Date of Last Review 4/8/08
SME: Director of Financial Operations


This topic provides control and regulation of financial data entered into the computerized patient system.

Background

The entire UTHCPC computer system is interconnected.

Example: Adding a new order to the Order Entry Clinical Management module has ramifications is areas such as Patient Account Services and Accounting.

Solution: UTHCPC designed standardized financial data control forms to control patient financial data recorded in the Allegra system.

Financial data control forms

Use the following financial data control forms to make changes to the Allegra system:

Request for Change to a Revenue/Cost Center

Insurance Master Update

Charge Description Master Update

Purpose

Standardized forms provide the following:

Data necessary for review and input

Applicable information to the various staff who must analyze and use the resulting data

Used by

Departments throughout the facility use the data within this system for the following purposes:

Reporting

Management

Financial

Using a form

This table describes the process of using one of the financial data control forms to make a change:

Stage	Description
1	Employee completes the form.
2	Employee submits the form to his/her department manager or director.
3	Department manager or director reviews and signs the form.
4	Department manager or director uses this table to determine whether or not to obtain additional approval: WHEN it is a(n)... THEN the process continues with... Insurance Master Update Stage 7 Request for Change to a Revenue/Cost Center Charge Description Master Update Stage 5
5	Department manager or director submits form to administrator or designee.
6	Administrator or designee approves the form.
7	Last person to sign the form submits the form to the MIS department.
8	MIS department makes the changes and notifies the requesting party.

Related standard

The Joint Commission : Leadership

If you have questions regarding the content of this site please contact the Policy and Procedure Committee. If you experience any technical problems please contact the MIS Department.