Name the S&O Service Lines
Revenue Cycle Management, Labor, PES, Supply Chain, Quality, Clinical, Operational Excellence, Payer/Health Plan
What does ERP stand for?
Enterprise Resource Planning
Who is the Managing Director of IT Advisory?
Skip Lemon
A payer rejects a claim. What does the denials team do next?
Find the reason, fix it, and re-submit or appeal
This service line primarily works with ambulatory locations to improve overall financial and operational performance through provider productivity, labor cost takeout, and improved revenue cycle and clinical workflows
PES
A claim is submitted but the payer refuses payment. This is called a ?
Denial
Name 2 Services ERP offers clients
ERP Strategy (Benefits analysis, selections, assessments), Client-side implementation, full implementation
Epic is an example of this type of healthcare technology
Electronic Health Records (EHR)
One primary goal of Managed Services is to help organizations improve performance while reducing this
Operational Costs
This service line specializes in workforce productivity, staffing models, and reducing workforce expenses while maintaining operations
Labor Optimization
AR stands for this key revenue cycle metric
Accounts Receivable
Name the Vendors ERP works with
UKG, Workday, Epic, Oracle
This is the process of evaluating an organization’s application portfolio to reduce redundancy, optimize costs, and better align systems to business needs.
Application Rationalization
Unlike traditional consulting, Managed Services assumes this for the client
Ongoing Operational Ownership
A health system has data in 14 different systems, leadership doesn't trust reporting, and executives want a single source of truth. Which service line do they call upon?
Data & AI
What does IDW mean?
Initiative Documentation Worksheet
Name the 4 stages of an ERP Workday implementation
Plan, Architect & Configure, Test, Deploy
Name 2 of the 3 responsibilities of Focus Groups
Confirm all current applications have been captured, provide timing considerations, provide rationalization recommendations
Name the 3 pillars of Managed Services
People, Process, Technology
An organization has recently merged with another. They need help synthesizing their organizations, particularly their infrastructure and disaster recovery planning. Who do they call upon?
IT Advisory
What metric does PES use to measure success?
EBITDA
Name 3 Workday Products
Human Capital Management, Financial Management, Workday Adaptive Planning, Spend Management, Talent Management, Payroll and Workforce Management, Analytics and Reporting, Student, Professional Services Automation, Platform and Product Extensions, Workday Peakon Employee Voice, Workday VNDLY
Name 3 Application types
Clinical, Cybersecurity, ERP/Business, IT Infrastructure, Revenue Cycle, Facilities
Explain the AI Orchestrator
Every incoming task runs through it.
It routes, sequences, decides, escalates, and governs. It doesn't do the work itself; it makes sure the right agent, system, or person does it
A health system is:
Name at least 3 workstreams that should be involved.
Revenue Cycle, Data & AI, Labor Optimization, PES, or IT Advisory