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BUSINESS ADVISOR
State the facts of the current situation. "There are 3 people in the coding and billing office. They process this many claims per week,
working 40 hours each a week. Starting 2 months ago, the workload was such that they each needed to begin working 3 hours a week of
overtime."
You get the idea. Then list the goals of making a change: saving time,
increasing efficiency, saving money, increasing revenue. Explain to the readers what the new company/service/product is, what it offers and the process involved in changing over or switching out.
4. List of positives and negatives
What are the advantages and disadvantages of doing this? The net change should be positive. Explain why it will be. Can you sell your old linen if you switch? Do you have to lay off any current
staff if this is done? Consider how any negatives might affect staff morale and other non-quantifiables.
5. Political considerations
List anything that could be politically sensitive. For example, "the billing company we're considering is owned by one of the surgeons," or "the company we're considering has been indicted in the past for fraudulent billing practices." These may not be deal-breakers, but surprises often are. No one likes surprises — lay it all out in this
report.
6. Regulatory issues
Anything you are thinking of doing that could trigger concern with the state board of health or licensing/accreditation agencies? Even if the answer is no, state it. The reader shouldn't have to ask.
