{"product_id":"rcm-kpi-diagnostic-improvement-playbook","title":"RCM KPI Diagnostic \u0026 Improvement Playbook | Financial Clearance, PFS \u0026 Cash","description":"\u003cp\u003e\u003cstrong\u003eTurn a missed RCM KPI into a documented investigation and corrective action.\u003c\/strong\u003e This original operating playbook connects the calculation, source checks, likely causes, responsible owner and follow-up measurement.\u003c\/p\u003e\n\u003cp\u003eBuilt for Financial Clearance managers, Patient Financial Services leaders, cash applications supervisors and finance reviewers who need to explain a variance and decide what happens next.\u003c\/p\u003e\n\u003ch2\u003eWhat your download includes\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e65-page searchable PDF playbook with navigation bookmarks.\u003c\/li\u003e\n\u003cli\u003e40 KPI protocols: 12 Financial Clearance, 12 PFS, 12 Cash Applications\/Close and 4 executive finance measures.\u003c\/li\u003e\n\u003cli\u003eTwo macro-free Excel workbooks: a blank customer workbook and a populated synthetic Demo.\u003c\/li\u003e\n\u003cli\u003e200 corrective-action rows with ownership, due dates, evidence references and completion controls.\u003c\/li\u003e\n\u003cli\u003e12 worked cases with calculations, investigation decisions and follow-up checks.\u003c\/li\u003e\n\u003cli\u003eDaily, weekly and month-end review checklists.\u003c\/li\u003e\n\u003cli\u003e60-second silent instructional demo with an included caption file, plus a quick-start and organization license PDF.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2\u003eEach KPI follows a practical method\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003eConfirm numerator, denominator, eligible population and reporting clock.\u003c\/li\u003e\n\u003cli\u003eValidate source totals, duplicates, scope and evidence.\u003c\/li\u003e\n\u003cli\u003eInvestigate the payer, location, workflow or timing that explains the variance.\u003c\/li\u003e\n\u003cli\u003eAssign a specific corrective action, owner and due date.\u003c\/li\u003e\n\u003cli\u003eRemeasure using the same definition and review a balancing measure.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eWatch the 60-second how-to\u003c\/h2\u003e\u003cvideo controls playsinline preload=\"metadata\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/9aa2a933f8b143cea3914c477bd8f52b.thumbnail.0000000000.jpg?v=1790803292\" style=\"display:block;width:100%;max-width:960px;height:auto;aspect-ratio:4\/3;object-fit:contain;background:#0b1f2d\" aria-label=\"RCM KPI Diagnostic \u0026amp; Improvement Playbook instructional demo\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/9aa2a933f8b143cea3914c477bd8f52b\/9aa2a933f8b143cea3914c477bd8f52b.HD-1080p-2.5Mbps-96058230.mp4\" type=\"video\/mp4\"\u003e\u003c\/video\u003e\u003cp data-mfhq-video-fallback=\"v1\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/9aa2a933f8b143cea3914c477bd8f52b\/9aa2a933f8b143cea3914c477bd8f52b.HD-1080p-2.5Mbps-96058230.mp4\"\u003eOpen the captioned video preview\u003c\/a\u003e if the embedded player does not load.\u003c\/p\u003e\u003cp\u003eSilent instructional demo with synthetic data. Steps: definition, calculation, source review, investigation, action evidence and follow-up measurement. The customer download includes a caption file.\u003c\/p\u003e\u003ch2\u003eCoverage\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eFinancial Clearance:\u003c\/strong\u003e verification, valid authorization scope, readiness, registration accuracy, overdue backlog, financial counseling and rework.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePFS:\u003c\/strong\u003e clearinghouse acceptance, charge and bill delay, initial denials, appeals, billed debit AR aging, underpayment recovery and patient statement readiness.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCash and finance:\u003c\/strong\u003e posting lag, unposted and unapplied cash, posting accuracy, independent posting\/settlement\/ledger variance measures, credit and refund review, close evidence, net AR days and cost to collect.\u003c\/p\u003e\n\u003ch2\u003eSee the method in one case\u003c\/h2\u003e\u003cp\u003eIn a synthetic authorization example, valid readiness moves from 180 of 200 services (90.0%) to 190 of 200 (95.0%). The guide explains why an approval number alone is insufficient, how to inspect provider\/code\/units\/date mismatches and why access delays should be checked before declaring the correction successful.\u003c\/p\u003e\n\u003ch2\u003eStart with one missed target\u003c\/h2\u003e\u003cp\u003eOpen the Demo, read one KPI protocol and review its matching dictionary row. Then use the Blank workbook with approved aggregate inputs. The workbook calculates baseline, current, change and local target status. Missing review evidence remains visible, and closing an action requires follow-up evidence and reviewer fields.\u003c\/p\u003e\n\u003ch2\u003eSoftware, license and scope\u003c\/h2\u003e\u003cp\u003eDigital download only. PDF and macro-free XLSX, intended for current desktop Excel. Native Excel and Google Sheets behavior has not been directly tested. Formulas were calculated and tested in the authoring environment. One organization may adapt the files for internal use; redistribution, resale and multi-client deployment are excluded.\u003c\/p\u003e\u003cp\u003eDemo targets are illustrative, not universal benchmarks. The protocols are original local operating definitions, with common executive finance concepts; this is not an HFMA-certified or endorsed product. No integration, certification, CE credits, live instruction, source extraction, raw 835 parser, contract engine or immutable audit history is included. Human review and approved source controls remain required.\u003c\/p\u003e\n\u003ch2\u003eHow it fits your operating tools\u003c\/h2\u003e\u003cp\u003eUse this playbook to interpret and investigate the KPIs you monitor in a dashboard. Use \u003ca href=\"\/products\/rcm-cash-reconciliation-pro-excel\"\u003eRCM Cash Reconciliation PRO\u003c\/a\u003e for separate transaction-level cash reconciliation and close controls. That product is sold separately.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67615406096672,"sku":"MFHQ-RCM-KPI-PLAYBOOK-ORG","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/rcm-kpi-01_product_hero.png?v=1790802956","url":"https:\/\/metricforgehq.com\/products\/rcm-kpi-diagnostic-improvement-playbook","provider":"MetricForgeHQ","version":"1.0","type":"link"}