Ed Davis, Wendy Fuller and Susan Canter of BlueCross BlueShield of Arizona (BCBSAZ) joined with Datacap to provide answers to the following questions that were raised at the conclusion of the webinar. They are printed here for your convenience.
Q: Is BCBSAZ’s Taskmaster workflow based on BatchPilot and Rules? If yes, how much custom scripting (creating new actions) have you done?
A: The newer imaging jobs use BatchPilot and Rules. Some of BCBSAZ’s older jobs are waiting conversion. BCBSAZ extensively uses custom scripting in most imaging jobs. This is one of the advantages of Datacap.
Q: Are original paper forms destroyed, or stored offsite? What's the retention time frame? What are the guidelines?
A: Original paper documents are destroyed, no exceptions. Generally the paper is kept in the imaging area for about 5 working days for a QA period before it is destroyed.
Q: How did you calculate the ROI for scanning historical documents filed prior to the OCR?
A: Scanning projects in which back-file documents were imaged did not involve use of the OCR process. Methods were developed in which document sets were auto-indexed using pre-printed cover-sheets containing index value barcodes. Mark-sense was sometimes used in the indexing process. The index value barcoding was then used to complete the indexing of the documents by referencing various pre-existing databases. ROI computations are always completed by our Finance Division.
Q: Does BCBSAZ OCR Black White claims or do they just key from image?
A: OCR is performed on HCFA/CMS 1500 claims that are machine printed on red drop-out forms. All other claims are imaged and keyed from image.
Q: Is the accounts payable process just to image invoices or will it incorporate when invoice will be paid and include check writing capabilities?
A: Taskmaster for Invoices uses OCR to capture and validate invoice data for payment, including line items. When data is verified, it is routed to BCBSAZ’s accounting system for PO Matching and payment.
Q: Do I need to create a fingerprint for each and every invoice type?
A: Yes and no. Each vendor has a unique invoice layout, and the Fingerprint is what Taskmaster uses for fast accurate capture of all fields for invoices repeadedly received. Taskmaster creates fingerprints automatically on the fly the first time it sees a new invoice so it could be said that the system “learns” as it goes.
Q: Has Datacap modified the CMS 1500 OCR template to accommodate the "new" CMS 1500 (08/05) form (i.e. to capture data appropriately for NPI submission)?
A: Yes. Datacap customers are already receiving and processing the new CMS 1500 form. BCBSAZ is currently testing their CMS 1500 upgrade.
Q: What is the "workflow" product/application that BCBSAZ utilizes?
A: BCBSAZ uses FileNet Content Manager but others use Taskmaster with OnBase, DocFinity and many other workflows.
Q: Does Taskmaster search for anything dynamically? For instance, it might recognize and check skirt and look for an invoice number?
A: Yes. Taskmaster first looks to see if it can apply a zone
based on an existing fingerprint. If data is not found, it then
begins the dynamic search, controlled by Reusable Rules. It can look for key
words and aliases, apply validations and employ other strategies to locate and
capture the required data. If all approaches fail, the verify operator can
simply click on the proper field in the document image and populate the field
using the Click N Key feature. From that point forward, Taskmaster will
“remember” the location of that field data.