Ascend RevEngine Executive Discovery Portal

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

Primary Decision Maker

Current RCM Model

Approx. Annual Revenue

Approx. Monthly Encounters

Top 3 Executive Objectives

Top 3 Current Challenges

Business Structure

Entity / Tax ID / Model

Number of Legal Entities

Number of Billing Tax IDs

Number of Group NPIs

Ownership / Affiliation Notes

Provider & Specialty Details

Roster / Specialty Mix

Provider Name	Credential	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	Contract?	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
Florida Medicaid
Medicaid MCO
BCBS
Aetna
Cigna
UnitedHealthcare
Workers Comp
Other

Underpayment / Contract Concerns

Revenue Cycle Operations

End-to-End Workflow

Workflow Step	Responsible Team	System Used	Turnaround	Pain Points
Registration / Demographics
Eligibility
Benefits Verification
Prior Authorization
Daily Census / 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
Authorization
Eligibility
Coding
Medical Necessity
Timely Filing
COB
Duplicate
Documentation
Provider Enrollment
Other

Technology & Systems

Digital Transformation

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

Credentialing & Enrollment

Provider Readiness

Provider	Specialty	NPI	CAQH	Medicare	Medicaid	Commercial	Facility Privileges	Status

Credentialing Bottlenecks / Revenue Impact

RCM Maturity & Transformation Roadmap

1–5 Scoring

Capability	Current	Target	Priority	Comments
Executive Governance
Patient Access
Eligibility
Authorization
Documentation
Charge Capture
Coding
Claims
Payment Posting
Denials
AR
Patient Financial Services
Credentialing
Analytics
Technology Integration
Automation
AI Readiness

Timeline	Quick Wins	Operational Initiatives	Executive Outcomes
First 30 Days
Days 31-60
Days 61-90

Required Reports Checklist

Due Diligence

Report	Available	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 Interview Guide

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

Revenue Integrity Deep-Dive

Specialty Specific

Opportunity	Observed?	Estimated Value	Ease	Owner
Charge Capture
Modifier Optimization
Critical Care Billing
Observation Billing
Behavioral Health Coding
SNF Optimization
Home Visit Optimization
Underpayment Recovery
Documentation Education
Payer Contract Optimization

Executive Consultant Conclusion

Final Review

Completion Summary

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Overall Completion

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Section Completion

Executive Sign-Off

Completion

Name	Title	Signature	Date