Maximizing Success: Top 3 Recommendations for Leveraging Peer-Credentialed Trainers During an Epic EHR Implementation

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Introduction

Implementing an Electronic Health Record (EHR) system such as Epic is a significant undertaking for any healthcare organization. Among the crucial factors determining success is the effectiveness of training provided to end-users. One strategy gaining traction in this realm is the utilization of peer-to-peer credentialed trainers. These individuals, drawn from within the organization, bring a unique blend of expertise and understanding of operational workflows. In this blog post, we'll explore the top three recommendations for harnessing the potential of peer-credentialed trainers during Epic EHR implementation.

Allow Peers Dedicated Time for Credential Training

One of the key recommendations for maximizing the impact of peer-credentialed trainers is to allow them to focus 100% of their time on the credential training program. Often, these trainers are selected from within operational departments where they play essential roles in day-to-day activities. By providing dedicated time for training, organizations ensure that these individuals can fully immerse themselves in the training curriculum, mastering the intricacies of Epic functionalities and training methodologies. This focused approach not only enhances the quality of training delivery but also demonstrates the organization's commitment to investing in the success of the implementation.

Extend the Credentialing Program Timeframe

While the standard duration of credentialing programs for peer trainers may typically span six weeks, extending this timeframe to eight weeks can yield significant benefits. The complexity of Epic EHR and the breadth of functionalities it offers necessitate thorough training to ensure proficiency among trainers. By extending the credentialing program, organizations afford trainers additional time for deep dives into various aspects of the system, hands-on practice, and reinforcement of learning through mock scenarios. This extended timeframe allows for a more comprehensive understanding of Epic, empowering trainers to address a broader range of questions and challenges from end-users effectively.

Select Current Department Trainers as Champions

Selecting current department trainers as champions of the peer-to-peer credentialed trainer model is a strategic move that can amplify its effectiveness. These individuals, already serving as trainers within their respective departments, possess a wealth of knowledge about operational workflows, departmental policies, procedures, and user preferences. Leveraging them as champions not only lends credibility to the peer-to-peer credentialed trainer model but also facilitates seamless integration with existing training structures. Moreover, departmental trainers turned champions can serve as mentors, super users, and subject matter experts as the project and Go-Live progress.

Conclusion

The peer-to-peer credentialed trainer model holds immense potential for optimizing Epic EHR implementation by leveraging internal expertise and fostering a culture of peer-to-peer learning. By allowing peers dedicated time for training, extending the credentialing program timeframe, and selecting current department trainers as champions, organizations can enhance the quality, effectiveness, and sustainability of their training initiatives. As healthcare continues to evolve, investing in strategies that prioritize comprehensive training and knowledge transfer is essential for realizing the full benefits of Epic EHR and driving improvements in patient care delivery.

Stay tuned for my next post on how to effectively implement these recommendations for your Epic EHR project.

Resources:

• EHR in Practice: “5 Important Areas of EHR Training During Implementation”

• NIH National Library of Medicine: “Use of Epic Electronic Health Record System for Health Care Research: Scoping Review”

Interested in optimizing your Epic EHR implementation? Contact us for a personalized consultation.

Quick Wins for EHR Efficiencies

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Implementing an Electronic Health Record (EHR) system is a significant investment aimed at improving the efficiency and quality of healthcare services. However, realizing the full potential of your EHR system can be challenging without the right strategies in place. Quick wins can help your organization achieve immediate improvements in EHR efficiencies. Here are some actionable tips to get you started.

Standardize Data Entry

Implement Consistent Templates

Standardizing data entry is one of the quickest ways to improve EHR efficiency. By using consistent templates for patient information, clinical notes, and other records, you can reduce variability and errors. Standard templates ensure that all necessary information is captured in a uniform format, making it easier to retrieve and analyze data.

Benefits:

• Reduces data entry errors.

• Saves time for healthcare providers.

• Enhances data consistency and reliability.

Regular Training Sessions

Keep Your Team Updated

Regular training sessions are essential for maintaining proficiency in using the EHR system. Frequent training ensures that staff are up-to-date with the latest features and best practices, helping them to use the system more effectively. Consider incorporating brief, targeted training modules that address specific functionalities or common issues.

Benefits:

• Keeps staff knowledgeable and skilled.

• Reduces the learning curve for new features.

• Enhances overall user satisfaction and efficiency.

Utilize Shortcuts and Macros

Streamline Common Tasks

Teaching your team to use shortcuts and macros can significantly streamline common tasks. Shortcuts can simplify navigation within the EHR system, while macros can automate repetitive tasks, such as filling out forms or generating reports. This not only saves time but also reduces the likelihood of errors.

Benefits:

• Increases speed and efficiency.

• Reduces repetitive workload.

• Minimizes errors and inconsistencies.

Audit and Optimize Workflows

Identify and Address Inefficiencies

Conduct regular audits of your EHR workflows to identify inefficiencies and areas for improvement. Workflow audits can help pinpoint bottlenecks, redundant steps, and other issues that hinder productivity. Once identified, you can implement changes to optimize these workflows, ensuring a smoother and more efficient process.

Benefits:

• Enhances workflow efficiency.

• Improves patient care and satisfaction.

• Reduces administrative burden.

Leverage Integrated Tools and Features

Maximize EHR Capabilities

EHR systems come with a range of integrated tools and features designed to enhance efficiency. Make sure your team is aware of and utilizes these tools, such as clinical decision support, automated reminders, and patient portals. These features can help streamline processes, improve patient engagement, and support clinical decision-making.

Benefits:

• Enhances clinical efficiency and decision-making.

• Improves patient engagement and satisfaction.

• Reduces administrative tasks.

Customize User Interfaces

Tailor the System to User Needs

Customizing the user interface of your EHR system to meet the specific needs of different users can greatly improve efficiency. Tailored interfaces ensure that users can easily access the information and tools they need, reducing the time spent navigating the system.

Benefits:

• Improves user satisfaction and productivity.

• Reduces time spent on navigation.

• Enhances overall system usability.

Implement Real-Time Data Entry

Ensure Timely and Accurate Information

Encouraging real-time data entry ensures that patient information is updated immediately, reducing the chances of errors and omissions. This practice not only enhances the accuracy of patient records but also ensures that healthcare providers have access to the most up-to-date information when making clinical decisions.

Benefits:

• Improves data accuracy and reliability.

• Enhances clinical decision-making.

• Reduces the risk of information gaps.

Conclusion

Achieving efficiency with your EHR system doesn't have to be a long-term project. By implementing these quick wins, you can realize immediate improvements in workflow efficiency, data accuracy, and overall user satisfaction. Standardizing data entry, conducting regular training sessions, utilizing shortcuts and macros, auditing and optimizing workflows, leveraging integrated tools, customizing user interfaces, and promoting real-time data entry are all strategies that can help you get the most out of your EHR system.

Investing in these quick wins not only enhances the operational efficiency of your healthcare organization but also improves patient care and outcomes. Start implementing these strategies today and experience the transformative benefits of a more efficient EHR system.

Interested in optimizing your EHR implementation? Contact us today for a personalized consultation and find out how our expert team can help your organization achieve its goals.

Resources:

• EHR in Practice: “5 Important Areas of EHR Training During Implementation”

• NIH National Library of Medicine: “Use of Epic Electronic Health Record System for Health Care Research: Scoping Review”

The Importance of EHR Training: Insights from Loring Revenue Cycle Solutions

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At Loring Revenue Cycle Solutions, we understand the crucial role that EHR training plays in the success of healthcare organizations. Effective EHR training can transform an organization, enhancing both patient care and operational efficiency. In this article, we explore the importance of comprehensive training, its impact on patient care and efficiency, and future trends in EHR training.

The Importance of Comprehensive Training

Comprehensive EHR training is not just a checkbox in the implementation process—it’s the cornerstone of successful EHR adoption. Without thorough training, even the most advanced EHR system can become a source of frustration and inefficiency.

Why Comprehensive Training Matters:

• User Confidence: Proper training builds user confidence. When staff members are confident in their ability to navigate the EHR system, they are more likely to use it effectively.

• Maximizing Functionality: EHR systems like Epic are packed with features designed to streamline operations and improve patient care. Comprehensive training ensures that your team can fully utilize these functionalities, maximizing your return on investment.

• Reducing Errors: Mistakes in data entry or system navigation can have serious consequences. Training helps reduce these errors, ensuring that patient information is accurate and up-to-date.

• Consistency Across the Board: Comprehensive training ensures that all staff members follow the same protocols and use the system uniformly, leading to consistent and reliable patient records.

• Improved Compliance: Proper training ensures that staff are aware of and adhere to regulatory requirements, reducing the risk of compliance issues and associated penalties.

Impact on Patient Care and Efficiency

Effective EHR training directly impacts patient care and operational efficiency. Here’s how:

Enhanced Patient Care:

• Accurate Data: When healthcare professionals are well-trained, the accuracy of patient data improves. This leads to better clinical decisions and enhanced patient outcomes.

• Streamlined Workflows: Training helps staff understand how to use the EHR system to streamline workflows, reducing the time spent on administrative tasks and allowing more time for patient care.

• Improved Communication: EHR systems facilitate better communication among healthcare providers. Training ensures that all team members know how to access and share patient information seamlessly, leading to more coordinated and effective care.

• Patient Safety: Accurate and timely information is critical for patient safety. Training reduces the risk of errors that could lead to adverse events, thus improving overall patient safety.

Increased Efficiency:

• Faster Task Completion: Trained staff can complete tasks more quickly and efficiently. This reduces bottlenecks and enhances overall productivity.

• Error Reduction: Comprehensive training reduces the likelihood of errors, saving time that would otherwise be spent on correcting mistakes.

• Optimized Use of Resources: With proper training, healthcare organizations can optimize the use of their resources, leading to cost savings and better financial performance.

• Enhanced Decision-Making: With improved data accuracy and system navigation, healthcare providers can make more informed and timely decisions, benefiting both clinical and administrative processes.

Future Trends in EHR Training

The landscape of EHR training is evolving, and it’s essential to stay ahead of these changes to continue reaping the benefits. Here are some future trends to watch:

1. Personalized Training Programs: Personalized training tailored to the specific needs of different roles within the healthcare organization will become more prevalent. This approach ensures that each staff member receives the most relevant training, enhancing their ability to perform their job efficiently.

• Role-Based Training: Training programs that are customized based on specific roles within the organization ensure that each team member receives the relevant information they need to excel in their position.

• Adaptive Learning: Using technology to adapt training programs based on the learner's progress and understanding helps in providing a personalized learning experience.

2. Continuous Learning: EHR systems are constantly updated with new features and improvements. Continuous learning programs that provide ongoing training will be crucial in keeping staff up-to-date and proficient in using the latest functionalities.

• Microlearning: Short, focused training modules that can be accessed on-demand help in continuous learning and retention.

• Refresher Courses: Regular refresher courses ensure that staff remain proficient in using the EHR system and are aware of the latest updates and best practices.

3. Integration of AI and Automation: Artificial Intelligence (AI) and automation are set to play a significant role in EHR training. These technologies can provide real-time assistance and feedback, helping staff navigate the system more effectively and efficiently.

• Virtual Assistants: AI-powered virtual assistants can provide real-time help and guidance, making it easier for staff to navigate the EHR system.

• Predictive Analytics: Using AI to predict training needs and identify areas where staff might struggle can help in creating more effective training programs.

4. Virtual and Augmented Reality: Virtual Reality (VR) and Augmented Reality (AR) offer immersive training experiences that can simulate real-world scenarios. These technologies can make training more engaging and effective, especially for complex tasks.

• Simulated Environments: VR and AR can create simulated clinical environments for hands-on training without the risks associated with real-life scenarios.

• Interactive Learning: These technologies can make learning more interactive and engaging, improving retention and application of knowledge.

5. Emphasis on Soft Skills: As EHR systems continue to evolve, there will be a greater emphasis on training that includes soft skills such as communication, empathy, and teamwork. These skills are essential for improving patient interactions and ensuring a collaborative work environment.

• Communication Training: Enhancing communication skills to ensure that information is effectively shared among team members and with patients.

• Team Collaboration: Training programs that focus on teamwork and collaboration help in creating a more cohesive and effective healthcare team.

Conclusion

Comprehensive EHR training is fundamental to the success of any healthcare organization. It enhances patient care, increases operational efficiency, and prepares the organization for future advancements in healthcare technology. At Loring Revenue Cycle Solutions, we are committed to providing top-notch training programs that equip healthcare professionals with the skills they need to excel.

Thank you for taking the time to read our insights on EHR training. If you have any questions or need assistance with EHR training, please don’t hesitate to reach out. Together, we can transform healthcare through effective training and continuous learning.

Interested in optimizing your EHR training program? Contact us today to learn how our expert team can help you achieve your training goals.

A Case for Action Mapping Training Methodology for EHR Training

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Implementing an Electronic Health Record (EHR) system is a complex process that requires effective training to ensure staff can use the system efficiently and accurately. Traditional training methods often fall short in preparing employees for real-world application. This is where Action Mapping, a goal-driven instructional design model, comes into play. In this blog, we’ll explore how Action Mapping can revolutionize EHR training by connecting learning content to real on-the-job issues through a four-step methodology.

What is Action Mapping?

Action Mapping is a performance-based training design model developed by Cathy Moore. It focuses on identifying and addressing the specific actions that employees need to perform their jobs effectively. Unlike traditional training methods that often emphasize information delivery, Action Mapping connects learning content directly to job performance, ensuring that training is relevant, practical, and impactful.

The 4-Step Goal-Driven Instructional Design Model

1. Identify the Business Goal

Define Clear Objectives

The first step in Action Mapping is to identify the business goal that the training aims to achieve. This involves collaborating with stakeholders to understand the specific outcomes they expect from the training. For EHR training, a business goal might be to reduce data entry errors, improve patient care documentation, or enhance overall system utilization.

Align Training with Business Objectives

By clearly defining the business goal, you can ensure that the training is aligned with the organization’s strategic objectives. This alignment is crucial for demonstrating the value of the training and gaining buy-in from stakeholders.

2. Identify What Employees Need to Do

Focus on Actions, Not Information

Once the business goal is established, the next step is to identify the specific actions that employees need to take to achieve that goal. This step shifts the focus from what employees need to know to what they need to do. For instance, in the context of EHR training, the necessary actions might include accurately entering patient data, generating reports, or using specific features of the EHR system.

Create Actionable Learning Objectives

By focusing on actions, you can create learning objectives that are directly tied to job performance. This approach ensures that the training is practical and relevant, addressing the real-world challenges that employees face.

3. Design Realistic Practice Activities

Simulate Real-World Scenarios

The third step involves designing practice activities that simulate real-world scenarios. These activities should be realistic and reflect the actual tasks that employees perform on the job. For EHR training, this might include role-playing exercises, interactive simulations, or case studies that require employees to use the EHR system in a way that mirrors their day-to-day responsibilities.

Reinforce Learning Through Practice

Realistic practice activities allow employees to apply what they’ve learned in a controlled environment, reinforcing their skills and building confidence. This hands-on approach helps to bridge the gap between training and job performance, ensuring that employees are well-prepared to use the EHR system effectively.

4. Provide Feedback and Support

Offer Immediate and Constructive Feedback

The final step in the Action Mapping model is to provide feedback and support to learners. Immediate, constructive feedback helps employees understand what they’re doing well and where they need to improve. For EHR training, this might involve real-time feedback during practice activities or follow-up assessments to gauge progress.

Ensure Continuous Support

Ongoing support is also crucial for reinforcing learning and addressing any challenges that arise post-training. This support can come in the form of refresher courses, on-the-job coaching, or access to resources such as user guides and help desks.

Benefits of Action Mapping for EHR Training

Relevance and Engagement

Action Mapping makes training more relevant and engaging by focusing on real-world actions and practical application. This relevance increases learner engagement and motivation, leading to better retention and application of skills.

Improved Job Performance

By connecting training to specific job actions, Action Mapping helps to improve overall job performance. Employees are better equipped to perform their duties accurately and efficiently, reducing errors and enhancing productivity.

Measurable Results

The goal-driven nature of Action Mapping allows organizations to measure the impact of training more effectively. By linking training objectives to business goals, you can track improvements in key performance indicators (KPIs) and demonstrate the value of the training program.

Conclusion

Action Mapping is a powerful instructional design model that can transform EHR training by connecting learning content to real on-the-job issues. By following the four-step methodology—identifying the business goal, focusing on employee actions, designing realistic practice activities, and providing feedback and support—you can create training programs that are practical, relevant, and impactful. This approach not only enhances the effectiveness of EHR training but also improves overall job performance and organizational efficiency.

Interested in optimizing your EHR training program? Contact us today to learn how our Action Mapping-based approach can help your organization achieve its training goals.

Resources:

• Cathy Moore: “Action Mapping”

• EHR in Practice: “5 Important Areas of EHR Training During Implementation”

When to Know It's Time to Hire a Training & Advisory Consulting Firm

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Implementing and optimizing an Electronic Health Record (EHR) system is a monumental task for any healthcare organization. The success of such an implementation largely hinges on effective training and advisory support. Knowing when to hire a training and advisory consulting firm can be pivotal in ensuring a smooth transition and optimal use of your EHR system. Here are key indicators that it's time to bring in professional help.

High Error Rates

One of the most obvious signs that it's time to hire a training and advisory consulting firm is the prevalence of high error rates within your team. Errors in EHR usage can lead to significant issues, including incorrect patient information, billing mistakes, and compliance risks. If you notice that your team is consistently making errors, it could be a clear indication that they lack the proper training or understanding of the system's functionalities.

High error rates not only jeopardize patient safety but also can result in financial penalties and loss of reputation. A consulting firm can provide specialized training to address these gaps, ensuring that your staff can navigate the EHR system accurately and efficiently.

Low Utilization of Features

EHR systems like Epic are designed with a multitude of features to streamline healthcare processes and improve patient care. However, if your team is only using a fraction of these features, it means you are not getting the full return on your investment. Low utilization of EHR functionalities often stems from inadequate training.

A training and advisory consulting firm can help identify underutilized features and provide targeted training to ensure that your team can fully leverage the capabilities of the EHR system. This not only enhances productivity but also improves the overall quality of care provided to patients.

Workflow Inefficiencies

Inefficient workflows can significantly hamper the effectiveness of an EHR system. If your organization is experiencing frequent bottlenecks, long wait times, or redundant processes, it may be time to seek professional assistance. Workflow inefficiencies often indicate that staff members are not well-versed in how to use the EHR system to its fullest potential.

Consulting firms specialize in analyzing current workflows and providing solutions to streamline processes. They can train your staff on best practices for using the EHR system to eliminate inefficiencies and improve overall workflow.

Upcoming System Upgrades

EHR systems are continually evolving with new features and updates. When an upgrade is on the horizon, it is crucial to ensure that your staff is prepared to transition smoothly. Upgrades often come with new functionalities and changes that can be challenging to navigate without proper training.

A consulting firm can provide comprehensive training programs tailored to the specific changes introduced by the upgrade. This ensures that your team is well-prepared to take full advantage of the new features and functionalities, minimizing disruption and maintaining productivity.

Staff Turnover

High turnover rates can create significant knowledge gaps within your organization. New staff members may not have the same level of familiarity with the EHR system as those who have been with the organization longer. This can lead to inconsistencies and errors in EHR usage.

Hiring a consulting firm ensures continuous training and onboarding for new staff members. They can provide tailored training programs that quickly bring new hires up to speed, ensuring consistency in EHR usage across the organization.

Regulatory Compliance

Healthcare organizations must adhere to strict regulatory requirements to ensure patient safety and privacy. Non-compliance can result in severe penalties and damage to your reputation. If your organization is struggling to keep up with regulatory changes or is frequently facing compliance issues, it may be time to bring in a consulting firm.

Consulting firms have expertise in the regulatory landscape and can provide training and advisory services to ensure that your staff is well-versed in compliance requirements. This helps mitigate risks and ensures that your organization remains compliant with all relevant regulations.

Complex Implementation Projects

Implementing an EHR system is a complex project that requires careful planning and execution. If your organization is embarking on a large-scale implementation or upgrade, it is essential to have expert guidance. Consulting firms bring a wealth of experience in managing EHR projects and can provide the necessary support to ensure a successful implementation.

They can assist with project planning, training, and post-implementation support, ensuring that the project stays on track and meets its goals.

Conclusion

Recognizing when to hire a training and advisory consulting firm is crucial for the success of your EHR implementation. High error rates, low utilization of features, workflow inefficiencies, upcoming system upgrades, staff turnover, regulatory compliance issues, and complex implementation projects are all indicators that it may be time to seek professional help.

By partnering with a consulting firm, you can ensure that your team receives the training and support they need to effectively use the EHR system, leading to improved patient care, enhanced productivity, and reduced risks. Investing in professional training and advisory services is an investment in the long-term success of your organization.

Interested in optimizing your EHR implementation? Contact us today for a personalized consultation and find out how our expert team can help your organization achieve its goals.

Resources:

• EHR in Practice: “5 Important Areas of EHR Training During Implementation”

• NIH National Library of Medicine: “Use of Epic Electronic Health Record System for Health Care Research: Scoping Review”

AI Proof Your Revenue Cycle Career

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I recently attended Becker’s Hospital Review 8th Annual Healthcare IT + Digital Health + RCM Annual Meeting, where over 460 elite executives met and led sessions on industry trends. Many of the sessions were framed around how organizations are using Artificial Intelligence, Generative AI, and process automation to streamline department workflows and improve metrics.  

As Revenue cycle staff tasked with managing the financial aspects of healthcare delivery, you are understandably concerned about the potential threat automation poses to your careers. However, there are proactive steps you can take to AI-proof your roles and remain valuable assets within the evolving healthcare ecosystem.

Here are a few ways you can curve the adverse effects of AI in the Revenue Cycle and Health IT has on your career.

Embrace Continuous Learning

One of the most effective ways to stay ahead of automation is through continuous learning. Revenue cycle professionals should invest in acquiring new skills and staying updated with emerging technologies in healthcare finance. Understanding AI, machine learning, data analytics, and process automation can provide insights into how these technologies can complement rather than replace human expertise.

Cultivate Analytical and Problem-Solving Skills

While AI can automate routine tasks, it often requires human intervention to interpret data and make strategic decisions. Revenue cycle staff can focus on honing their analytical skills to interpret complex financial data, identify patterns, and solve intricate problems that AI may struggle to address. Being adept at critical thinking and decision-making will remain crucial in complementing automated processes.

Specialize in Complex and High-Value Tasks

As automation streamlines repetitive tasks, revenue cycle professionals can shift their focus to more intricate, high-value responsibilities. This might include delving into complex billing scenarios, regulatory compliance, patient financial counseling, or strategizing revenue optimization. By specializing in areas that demand human insight and empathy, employees can remain indispensable in the evolving landscape.

Collaborate with AI and Technology

Instead of fearing AI, you can embrace it as a collaborative tool. Learning to work alongside AI systems can enhance efficiency and accuracy in tasks. Understanding how to leverage AI-driven software for data analysis, predictive modeling, and revenue forecasting can significantly boost productivity while showcasing adaptability to technological advancements.

Enhance Communication and Interpersonal Skills

In healthcare, interpersonal skills are invaluable. Revenue cycle staff often interact with patients, colleagues, and various departments. Emphasizing strong communication, empathy, and relationship-building skills is vital. AI cannot replicate the human touch required in patient interactions or the nuanced communication necessary for resolving complex financial issues.

Stay Agile and Flexible

The healthcare landscape is dynamic, and roles within revenue cycle management will continue to evolve. Remaining flexible and adaptable to change is crucial. Embracing new responsibilities, learning different facets of the revenue cycle, and being open to upskilling will position professionals to navigate transitions caused by technological advancements.

Conclusion

The integration of AI and automation undoubtedly transforms our job roles, but it does not render human expertise obsolete. As Revenue cycle staff, you can AI-proof your careers by focusing on developing skills that complement technology rather than competing against it. Embracing lifelong learning, leveraging analytical thinking, specializing in high-value tasks, collaborating with technology, emphasizing interpersonal skills, and staying agile will empower professionals to thrive in an AI-integrated healthcare landscape.

By continuously evolving and demonstrating the unique value you bring to your team and organization, individuals can ensure their relevance and resilience in an era of technological innovation. The future of revenue cycle careers lies not in resistance to AI but in harnessing its capabilities to drive greater efficiency, accuracy, and improved financial outcomes while maintaining the indispensable human touch in healthcare financial management.