Ascend RevEngine Executive Discovery Portal

Healthcare Revenue Performance Assessment

Executive Discovery Workbook for multispecialty, hospitalist, post-acute, behavioral health, emergency, and facility-based provider organizations.

Prepared For

Primary Contact

Assessment Date

Version

Executive Overview

Strategic Profile

Why We Ask: Executive context helps connect RCM performance to business priorities, growth plans, and cash-flow objectives.

Legal Entity Name

DBA / Brand Name

Street Address

State

Zip Code

Contact Number

Contact Email

Current RCM Model

Approx. Annual Revenue

Approx. Monthly Encounters

Business Structure

Entity / Tax ID / Model

Number of Legal Entities

Number of Billing Tax IDs

Number of Group NPIs

Medicare Group PTAN

Medicaid Group Provider ID

Professional Claims Facility / UB-04 Claims Multiple States

Ownership / Affiliation Notes

Provider & Specialty Details

Roster / Specialty Mix

Please add at least one provider's details to continue

Provider Name	(MD, DO, NP/APRN)	Specialty	Full Time/Part Time	NPI	Status	Notes

Specialty	# Providers	Avg Monthly Encounters	Growth Priority	Comments
Hospitalist
Emergency Medicine
Behavioral Health
Skilled Nursing
Home Health
Critical Care
Other

Facility Coverage Matrix

POS / EHR / Volume

Facility	Type	City	Providers	POS	Monthly Enc.	EHR	Notes

Facility-Level Billing Challenges

Financial Performance

Revenue Intelligence

Days in AR ?

Net Collection Rate ?

Denial Rate ?

Charge Lag ?

Year	Gross Charges	Insurance Payments	Patient Payments	Adjustments	Net Collections	Comments
Current Year (YTD)
Past Year
Two Years Ago

Service Line	Annual Revenue	Monthly Encounters	Revenue / Encounter	Trend
Hospitalist
Emergency
Behavioral
SNF
Home Health
Critical Care
Other

Payer Performance & Contracting

PAR / Non-PAR / Reimbursement

Payer	Claims %	Revenue %	PAR?	ERA/EFT	Portal	Avg Days to Pay	Comments
Traditional Medicare
Medicare Advantage
Medicaid
Medicaid MCO
BCBS
Aetna
Cigna
UnitedHealthcare
Workers Comp
Self Pay
Other

Underpayment / Contract Concerns

Revenue Cycle Operations

End-to-End Workflow

Workflow Step	Responsible Team/Person	System Used	Turnaround	Pain Points
Registration / Demographics
Eligibility
Benefits Verification
Prior Authorization
Encounter Capture
Clinical Documentation
Charge Entry
Coding Review
Claim Scrubbing
Claim Submission
Payment Posting
Denial Management
Appeals
Patient Billing
Collections
Month-End Reconciliation

AR, Denials & Collections

Cash Flow Health

Insurance AR Aging

Bucket	Balance	% Total
Current
31-60
61-90
91-120
121-180
181-365
365+
Total

Patient AR Aging

Bucket	Balance	% Total
Current
31-60
61-90
91-120
121-180
181-365
365+
Total

Denial Category	Volume	% Total	Appeal Rate	Root Cause
Referral/Authorization
Eligibility
Coding
Medical Necessity
Timely Filing
Insurance Coverage Issue (COB)
Duplicate
Documentation
Provider Enrollment
Other

Technology & Systems

Digital Transformation

Application	Vendor	Integrated?	Owner	Comments
EHR
Practice Management
Clearinghouse
Credentialing Software
Patient Statements
Document Management

Credentialing & Enrollment

Provider Readiness

Provider	Specialty	NPI	CAQH ID	Medicare Individual PTAN	Medicaid Individual Provider ID	Commercial Insurance Provider IDs	Facility Privileges	Facility Privileges Status

Any recurring credentialing issues impacting revenue?

Required Reports Checklist

Due Diligence

Report	Can be provided?	Comments
36 Months Charges & Collections
Insurance AR Aging
Patient AR Aging
Denial Report
Provider Roster
Facility List
Payer Mix
Contract Matrix
Fee Schedules
Credentialing Tracker
Portal Inventory
Top CPT Utilization
Unbilled Encounter Report
Payment Posting Report
Credit Balance Report

Executive Feedback

Leadership Discovery

What prompted the RCM evaluation now?

If one RCM issue could be solved this quarter, what should it be?

Which payer creates the greatest frustration?

Where do you believe revenue is leaking?

What keeps the CFO awake at night?

Which service lines are expected to grow?

What would success look like in 12 months?

Transition Readiness & Implementation Planning

Go-Live Planning

Readiness Area	Status	Risk	Comments
Executive Sponsor
Project Manager
Data Availability
EHR/PM Access
Clearinghouse Access
Payer Portals
Credentialing Files
IT Support
Reporting Availability
Leadership Commitment

Final Review

Completion Summary

Review before submitting: This page summarizes the completion status of all sections before you submit.

Overall Completion

0% complete

Section Completion

Executive Sign-Off

Completion

Name	Title	Initials	Date