It’s been nearly two weeks since Allison bestowed (or maybe the right word is “shackled”) me with the honor of Therap Certified Trainer and my first blog post has been hanging over my head. I’ve brainstormed a list, looked at some examples of other Alaska newcomers, and decided I need to jump right in. My plunge was further inspired by an amazing Therap moment I experienced earlier today which I couldn’t wait to share with other Therap enthusiasts.

For those of you who are old hands at Therap billing, this won’t be an exciting read and you should move on to another post … But for those of you who haven’t yet ventured into ISP Billing or maybe aren’t planning to, read on and reconsider!

The agency I work for – REACH – is located in Juneau, Alaska. Our initial Go Live date was April 5, 2010 and we have spent the past nearly two years implementing and fine-tuning our ISP Data system. We are a medium-sized agency – we currently have 290 active users and approximately 180 individuals in our system. We are in the final stages of preparing for electronic billing. While we are not yet ready to send claims electronically, for the month of February I generated billing data using the Therap Billing module. Since it was the first time I attempted a complete month’s worth of data, there was much clean up to be done on the Service Authorizations. But once I got past that and generated the billing, I created a pivot table to die for! With just a few clicks, I could instantly see how much revenue we generated in February by individual, by type of service, by program; the combinations are many!

Here’s the process:

  1. Generate ISP billing data for a given time period. Note: double-check that data is appearing in the ISP billing data generator for every individual. If the individual’s name is not appearing in the screen where it asks you to select individuals to generate the data, this is because the service authorization is incorrect. In my experience the most common SA issues are either the SA is expired or the SA is linked to an ISP program that has been discontinued.
  2. Once the ISP billing data has been generated, do a Billing Data Search. When you do the Search, leave it open-ended so data from all Programs will be pulled. All fields should be left blank except your Service Date range.
  3. Export the information to Excel and insert a Pivot Table.

Here’s a suggested Pivot Table format: For the Row Label – click Individual. For the Column Label click Program and then drag Sum of Amount Billed into the Values area. Of course you can organize the data in many ways but this gave a wonderful at-a-glance view of revenues by client and by program. While we haven’t fully implemented electronic billing, I can still access a great deal of information using Billing Data Search.

I continue to be amazed at the questions which can be answered by learning how to access and organize information being collected by our direct support professionals in Therap!