Workflow Decisions

Demo Environment — Illustrative DataKM

Assumptions and open decisions

Every assumption baked into this demo, what it affects, and who needs to confirm it before build.

8 of 8 decisions · 0 confirmed

wd-1 · Compensation calculation basis

Needs Client Confirmation
Assumption in this demo
Provider compensation is calculated from actual collected revenue.
Open question
Should compensation be calculated from the original charge, allowed amount, insurance payments only, or total collected revenue?
Why it matters
The selected basis changes every provider compensation calculation.
Owner
Arvon Leadership
Decision
Pending

wd-2 · Patient-responsibility payments

Needs Client Confirmation
Assumption in this demo
Copays, coinsurance, deductibles, self-pay amounts, and secondary payments are included when collected.
Open question
Are copays, coinsurance, deductibles, self-pay payments, and secondary insurance payments included in the compensation calculation?
Why it matters
This determines which revenue sources contribute to provider earnings.
Owner
Arvon Billing
Decision
Pending

wd-3 · CH and CH+ assignment level

Needs Client Confirmation
Assumption in this demo
The patient receives a default classification that is copied to each encounter and may be overridden by an authorized administrator.
Open question
Is CH or CH+ assigned permanently to the patient, separately to each encounter, or according to another rule?
Why it matters
Patient-level and encounter-level classifications can produce different compensation results over time.
Owner
Arvon Leadership
Decision
Pending

wd-4 · Provider-payable event

Needs Client Confirmation
Assumption in this demo
An earning becomes payable after the payment is posted and reconciled.
Open question
When does a provider earning become payable: when the claim is submitted, when payment is posted, when funds are deposited, or after reconciliation?
Why it matters
This determines pay-period timing and the risk of paying providers before funds are final.
Owner
Arvon Finance
Decision
Pending

wd-5 · Refunds, reversals, and recoupments

Needs Client Confirmation
Assumption in this demo
Negative financial events create negative compensation adjustments in the current open pay period.
Open question
How should refunds, payer recoupments, voided payments, corrected claims, and other reversals affect previously calculated or paid compensation?
Why it matters
The system needs a consistent method for recovering overpayments and preserving an audit trail.
Owner
Arvon Finance
Decision
Pending

wd-6 · Existing-system integration

Needs Technical Discovery
Assumption in this demo
The demo uses local data that represents EHR and remittance information.
Open question
Can the existing EHR provide an API, payment report, CSV export, database feed, or 835 remittance data?
Why it matters
The available data source determines whether calculations can be fully automated and how frequently information can be synchronized.
Owner
Implementation Team
Decision
Pending

wd-7 · Payroll and payment responsibility

Needs Client Confirmation
Assumption in this demo
The system calculates payables and exports payroll-ready data but does not initiate a real provider payment.
Open question
Does the biller only calculate and export provider compensation, send it to a payroll system, or directly initiate provider payments?
Why it matters
This determines whether the production system needs payroll integration, accounting integration, ACH functionality, or only reporting.
Owner
Arvon Finance
Decision
Pending

wd-8 · Provider statement access

Needs Client Confirmation
Assumption in this demo
Providers receive encounter-level compensation statements.
Open question
Do providers currently receive encounter-level statements, and should they have direct portal access to current and historical statements?
Why it matters
This determines provider permissions, portal requirements, data masking, and statement-delivery functionality.
Owner
Arvon Leadership
Decision
Pending