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Credits Optimization

Overview

Credits Optimization is a fixed-fee service that modernizes and automates credit balance management in Epic. This engagement helps clients accelerate resolution cycles, reduce manual workload, and improve compliance performance by leveraging proven automation and Epic foundation system workflows.

Our approach is designed to achieve top-decile performance benchmarks by configuring best-practice processes, liquidations, and routing logic tailored to your environment.

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Scope of Services

This engagement includes:

  • Credits Workflow Design and Configuration

    • Identification of credits across Professional Billing (PB) and Hospital Billing (HB)

    • Routing logic driven by CER (Customer Enterprise Rules)

    • Automated workqueue configuration

  • LPPS Mapping

    • Liquidation Posting Profiles (LPPs) assigned to each credit context

    • Ensures correct workqueue routing and reduces manual decision-making

  • Refund Request Automation

    • Automated triggering of refund requests directly from the credit workview

    • Supports compliance with refund regulations

  • Testing and Validation Support

    • Development of test cases

    • Guided validation sessions to confirm configuration

  • Training and Documentation

    • Training sessions for client analysts to understand configuration and workflows

    • Complete build documentation and support materials

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Pricing

ScopePrice

Professional Billing (PB) Only$110,000

Professional and Hospital Billing (PB + HB)$135,000

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Add-On Options

Add-OnBundled Price

PLB Posting and Auto-Matching (Top 5 Payers) - PB or HB Only$40,000

PLB Posting and Auto-Matching (Top 5 Payers) - PB + HB$50,000

Note:

  • Pricing includes configuration for up to five payers.

  • Additional service areas under the same decision maker are priced at +20% per added service area.​

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Typical Timeline

  • PB Only: Approximately 4 months

  • PB + HB: Approximately 5 months

  • PLB Add-On: Typically implemented concurrently within the same timeline if purchased together

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Base Pricing Assumptions

  • The project will leverage the Epic build wizard to establish a foundational configuration.

  • One client analyst will participate approximately 1–2 hours per week to:

    • Learn the build to support future state

    • Review and sign off on technical details and deliverables

  • Client resources are not expected to perform build or testing as part of this engagement.

  • Clients will provide representative remittance files (including PLBs) for validation within 10 business days of project start.

  • Integration with AP refund systems is not included and can be scoped separately.

  • Pricing assumes a single service area unless otherwise specified.

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Technical Details and Process

Our methodology includes the following steps:

  1. Discovery and Design

    • Review of current credit workflows

    • Identification of optimization opportunities

    • Confirmation of payer scope and remittance formats

  2. Foundation Build

    • Creation of base configuration using the Epic build wizard

    • Customization of LPPS mappings for credit liquidation

    • CER-driven workqueue routing configuration

  3. Refund Workflow Configuration

    • Enable automated refund request triggering from credit workviews

  4. Validation and Testing

    • Creation of test scenarios for each credit context

    • Validation support sessions to confirm correct routing and automation

  5. Training and Handoff

    • Walkthrough of workflows with client analyst

    • Delivery of all configuration documentation

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Next Steps

If you are interested in exploring this service, please contact us to schedule a discovery conversation. We will review your environment, confirm scope, and prepare a tailored proposal.

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Springbrook Consulting, LLC
Email: info@springbrookconsulting.com
Phone: 260-715-9342

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