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July 1




                                      2010
Product
Overview


                                                                    Voyager
The information in this document is confidential and the property
Dynamic Healthcare Systems, Inc.                                    Enterprise
                                                                    Software




Smarter Technology.
Smarter Solutions.




DYN-XX-201007
Voyager Enterprise Software

VOYAGER ENROLLMENT AND MEMBER MANGEMENT
The Dynamic Advantage
Dynamic is the leading enterprise software and solutions company for health plans that manage
Medicare Advantage (MA) lines of business. Every MA plan depends on the accuracy,
effectiveness and efficiency of their enrollment and member management group. The
Voyager® Enrollment and Member Management Modules provides the enterprise infrastructure
and tools to Reduce Costs, Accelerate Revenue and Maintain Compliance Requirements.

Smart Costs
Since health plans are required to limit their administration costs, the Voyager® enterprise
application is designed to scale with a plan’s growth, without requiring additional full-time
resources. Voyager’s eligibility verification engine uses CMS’ recommended Batch Eligibility
Query (BEQ) and a set of auto-adjudication rules to quickly evaluate 98% of the elections and
determine who should be enrolled, denied and require further review. Voyager’s eligibility and
Transaction Reply Report (TRR) processing engines will allow for automatic member data
updates and generation of required correspondence, reducing manual efforts, improving data
accuracy and reducing compliance risks.

Smart Revenue Cycle
Premium pressures and decreased processing transaction timelines require plans to accurately
submit and process transactions timely. Voyager’s data validations and compliance reporting is
used to identify and eliminate ‘Avoidable Submission Errors’ to CMS, reducing errors, appeals
submissions and the CMS premium payment cycle. The Voyager Reconciliation module is
integrated with the Enrollment and Membership modules allowing for seamless and timely
evaluation of plan data and effortless correction of plan errors. Correct payment requires the
plan to track and maintain an accurate view of their member’s demographic and special status.
Voyager allows the plan to track every attribute including start and end dates to ensure accurate
views of the member for each payment month.

Smart Compliance
Voyager is designed to ensure a plan stays in compliance with CMS enrollment policies. The
plan can assign and monitor required tasks using integrated work queues and workflows.
Required correspondence is always triggered based on events and is easily accessed to review
within Voyager. All changes to Election and Member information are stored with a detailed audit



Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 2
Voyager Enterprise Software

trail. Standard and customer reporting allows the plan to monitor tasks, turnaround times and
compliance risks. Voyager uses an enterprise role based security platform, allowing users to
only access the information that they need to perform their work, complying with HIPPA and
SOX security and privacy requirements.

Dynamic Services
The Dynamic solution recognizes that your success depends on a combination of superior
software and service. Our team’s expertise in Medicare plan operations allows us to partner
with customers to deliver the solutions they need when they need them.

         •         Audit of Plan Enrollment Operations for Compliance and Best Practices
         •         Mock CMS Enrollment Process Audit
         •         Enrollment policy and compliance training

If your plan has been disappointed with previous vendors nickel and diming you for each call,
email and question answered; or sold a bill of goods that does not exist; or does not really
understand your challenges in your marketplace – Then it is time to call Dynamic Healthcare
Systems.

Voyager
         •         Security: Role based security allows plan to meet their HIPPA and SOX security
                   and privacy requirements.
         •         Web Application: Voyager is designed to use the latest in JAVA and web based
                   enterprise software technologies. Plan IT departments are largely un-effected by
                   leveraging existing investments in hardware, software and user training.
         •         Integrated Data Model: Voyager’s integrated data model allows Voyager modules
                   to share data and provide a 360 degree view of the membership.

Enrollment
         •         Election Data Validations: Improve data quality using online data validation rules
                   and real time U.S. Postal Service address validations
         •         Correspondence Management: Manual and automatic letter creation and
                   retrieval of historical letters
         •         BEQ and TRR Processing: Automate actions based business rules for processing
                   BEQ and TRR transactions.




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 3
Voyager Enterprise Software

         •         Integrated Workflow: Voyager’s integrated work queues ensure required tasks
                   are assigned and completed.
         •         Auto/Facilitated Enrollment Processing: Part D plans can process auto and
                   facilitated enrollees in the plan.
         •         Reporting: Standard and Custom reporting provides unlimited view of the your
                   business

         Member Management
         •         ECRS and COB Processing: Create ECRS submission files and process COB files to
                   ensure accurate Part C and D COB data.
         •         Complete Member Information: Store and maintain complete member
                   demographic and special status information with start and end dates.
         •         Integrated Reconciliation: Voyager Member data is shared with the Reconciliation
                   module providing a direct view of the impact of plan data changes and
                   corrections




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 4
Voyager Enterprise Software

RECONCILATION
Medicare Advantage health plans
are required to attest that CMS
payment reports (MMR) are correct
and accurate with their internal
records. Dynamic’s reconciliation
module allows a plan to easily load
their bid information and MMR and
quickly identify member, special status and payment discrepancies.

Focus On the Bottom Line
    •         Idenitfy prospective payment and retrospective adjustment discrepancies
    •         Member discrepancies are quickly identifed and sent to the enrollment group for resoluition
    •         Special Status discrepancies are captured where corrections can be make to either plan data
              or appeals to CMS
    •         Identify payment level discrepancies indicating issues with bid information or CMS payment
              processing errors.

Resolve Discrepancies
    •         CMS is Wrong – Send appeals to CMS to correct member and special status discrepancies
    •         Plan is Wrong – Correct plan information in Voyager and recalculate payments to resolve
              internal data errors
    •         Track Discrepancies to the Member Level – Voyager will track payment issues to the
              member level. Showing what payment calculations are discrepant with CMS.




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 5
Voyager Enterprise Software

PREMIUM BILLING
Managing your Medicare Advantage and Part D billing has never been easier. This full-featured module
integrates up-to-the minute member subsidies and late enrollment penalties and complete tracking of
prospective and retroactive enrollment actions to provide simple, compliant billing and premium
management.

    •         Calculate member premiums and refunds
    •         Retroactive adjustments for enrollment/disenrollment activity
    •         Reconcile SSA Premium Withhold
    •         Invoices, statements and coupons, with re-prints
    •         Manage SPAP and other third-party payors with split bills
    •         Employer groups
    •         Low income subsidies
    •         Late Enrollment Penalties
    •         Auto-draft/direct debit with pre-notes
    •         Grace periods and late payment arrangements
    •         Age outstanding balances and manage delinquencies
    •         Trial bills
    •         Customized GL exports
    •         Lockbox remittances with automatic or manual allocation




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 6
Voyager Enterprise Software

HCC ANALYTICS
Risk Adjustment is far more than a data collection project… it drives your bottom line.

A single missed diagnosis can cost thousands of dollars. HCC Analytics examines all source data to
identify suspect, missing or incorrectly coded diagnosis codes – the foundation of your risk adjustment
factors.

Target Suspects
    •         Manage diagnosis data from a variety of sources – including claims data, pharmacy
              encounters, chart audits and more.
    •         Detect suspect missing diagnosis codes from historical encounter data.
    •         Store and report in a member's HCC history
    •         Calculate RAF scores based on varied collection and cut off dates
    •         Quickly enter and validate updated diagnosis
    •         Plan defined validation rules library
    •         Member level suspect list of missing ICD9 codes and coding errors
    •         Project future RAF scores
    •         Substantial Report Library




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 7
Voyager Enterprise Software

RAPS MANAGEMENT
RAPS Management Module allows a health plan to import, submit and reconcile the submission of RAPS
encounter data with CMS.

    •         Contains a rules engine that validates data reducing rejections and resubmissions to CMS,
              reducing costs
    •         Improves the quality of data submitted to CMS. Provides for manual entry of RAPS data
    •         Validates and edits RAPS data before submission to CMS
    •         Resubmits corrected RAPS data to CMS
    •         Reconciles RAPS reply fields with submission files to the encounter level
    •         Submits all RAPS data to CMS for Part C & Part D
    •         Tracks, ages and provides management reports for data sourcing, uploading and
              reconciliation with CMS
    •         Imports RAPS, member and provider data from legacy claims system




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 8
Voyager Enterprise Software

CHART AUDIT TOOL KIT
The Chart Audit Toolkit allows plans to manage and monitor
their retrospective and prospective risk adjustment programs.

    •         Project Creation – Users can create custom chart
              audit projects by adding charts related to members
              and or providers
    •         Planning and Scheduling – Assign charts to auditors
              and vendors, schedule and confirm provider
              appointments
    •         Project Monitoring – Visibility of project status and
              monitor progress of any program
    •         Record and track results for ROI – Auditor either
              enters the diagnosis results from their audit using
              the web interface OR upload excel spreadsheets in
              to the application allowing for ROI reporting by
              project and RAPS submission
    •         Generate Auditor Field Packets – At the touch of a button, auditors can quickly and
              painlessly create and print auditor packets that contain critical information for going in to
              the field. Packets include, Provider Chart Pull List with Provider Contact Information; Maps
              displaying the offices for each provider; and detailed problem and suspect list for each
              member that will be audited.




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 9
Voyager Enterprise Software

PDE MANAGEMENT
PDE Management allows a plan to monitor the PDE data submissions from their PBM and track PDEs
that are accepted and rejected and why.

Plans are responsible for complete submissions of PDE data reporting with little ability to monitor the
results of their PBM’s data submissions and resubmissions.

    •         Monitor PDE Errors – Report and track PDE errors on PDE transactions by error code and
              group by type of error
    •         Correct Errors - Create and queue corrective action tasks to resolve PDE errors and ensure
              acceptance of PDE transactions
    •         Identify Error Causes – Side by Side views of PDE and Drug Claim data allows for quick
              identification of differences and discrepancies
    •         Work Flow – Use automated and manual work queues to track error resolution for PDE
              transactions that have been rejected
    •         PDE History – PDE submission and history are created showing what PDE transactions have
              been created, stored, submitted and deleted.




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 10
Voyager Enterprise Software

PDE AUDIT
PDE Audit allows a plan to calculate an internal view
of PDE transactions based on actual Drug Claim,
formulary, benefit design and membership data.
Allows the plan to identify covered drug claims that
should have been reported and were missed and
verify the accuracy of the cost and payment fields.

    •         Monitor PDE Content Errors – Easily
              identify PDE calculation errors in cost and payment fields
    •         Verify Paid Drug Claims Are Reported – Identify covered drug claims that have not been
              reported to CMS and should have been reported to be correctly reimbursed by CMS
    •         Identify Mis-Reported Values – Quickly find PDE transactions that have not been
              retroactively processed for changes in Member Data like retroactive LICS changes
    •         Verify Claims are Adjudicated in the Correct Benefit Phase – Internal view of PDE
              transactions provide a discrepancy where PDEs have been processed in the wrong benefit
              phase because of incorrect TROOP or Gross Covered Drug Cost Tracking




Confidential, Dynamic Healthcare Systems, Inc
DYN-XX-201007
Page 11

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White paperdynamichealthcare

  • 1. July 1 2010 Product Overview Voyager The information in this document is confidential and the property Dynamic Healthcare Systems, Inc. Enterprise Software Smarter Technology. Smarter Solutions. DYN-XX-201007
  • 2. Voyager Enterprise Software VOYAGER ENROLLMENT AND MEMBER MANGEMENT The Dynamic Advantage Dynamic is the leading enterprise software and solutions company for health plans that manage Medicare Advantage (MA) lines of business. Every MA plan depends on the accuracy, effectiveness and efficiency of their enrollment and member management group. The Voyager® Enrollment and Member Management Modules provides the enterprise infrastructure and tools to Reduce Costs, Accelerate Revenue and Maintain Compliance Requirements. Smart Costs Since health plans are required to limit their administration costs, the Voyager® enterprise application is designed to scale with a plan’s growth, without requiring additional full-time resources. Voyager’s eligibility verification engine uses CMS’ recommended Batch Eligibility Query (BEQ) and a set of auto-adjudication rules to quickly evaluate 98% of the elections and determine who should be enrolled, denied and require further review. Voyager’s eligibility and Transaction Reply Report (TRR) processing engines will allow for automatic member data updates and generation of required correspondence, reducing manual efforts, improving data accuracy and reducing compliance risks. Smart Revenue Cycle Premium pressures and decreased processing transaction timelines require plans to accurately submit and process transactions timely. Voyager’s data validations and compliance reporting is used to identify and eliminate ‘Avoidable Submission Errors’ to CMS, reducing errors, appeals submissions and the CMS premium payment cycle. The Voyager Reconciliation module is integrated with the Enrollment and Membership modules allowing for seamless and timely evaluation of plan data and effortless correction of plan errors. Correct payment requires the plan to track and maintain an accurate view of their member’s demographic and special status. Voyager allows the plan to track every attribute including start and end dates to ensure accurate views of the member for each payment month. Smart Compliance Voyager is designed to ensure a plan stays in compliance with CMS enrollment policies. The plan can assign and monitor required tasks using integrated work queues and workflows. Required correspondence is always triggered based on events and is easily accessed to review within Voyager. All changes to Election and Member information are stored with a detailed audit Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 2
  • 3. Voyager Enterprise Software trail. Standard and customer reporting allows the plan to monitor tasks, turnaround times and compliance risks. Voyager uses an enterprise role based security platform, allowing users to only access the information that they need to perform their work, complying with HIPPA and SOX security and privacy requirements. Dynamic Services The Dynamic solution recognizes that your success depends on a combination of superior software and service. Our team’s expertise in Medicare plan operations allows us to partner with customers to deliver the solutions they need when they need them. • Audit of Plan Enrollment Operations for Compliance and Best Practices • Mock CMS Enrollment Process Audit • Enrollment policy and compliance training If your plan has been disappointed with previous vendors nickel and diming you for each call, email and question answered; or sold a bill of goods that does not exist; or does not really understand your challenges in your marketplace – Then it is time to call Dynamic Healthcare Systems. Voyager • Security: Role based security allows plan to meet their HIPPA and SOX security and privacy requirements. • Web Application: Voyager is designed to use the latest in JAVA and web based enterprise software technologies. Plan IT departments are largely un-effected by leveraging existing investments in hardware, software and user training. • Integrated Data Model: Voyager’s integrated data model allows Voyager modules to share data and provide a 360 degree view of the membership. Enrollment • Election Data Validations: Improve data quality using online data validation rules and real time U.S. Postal Service address validations • Correspondence Management: Manual and automatic letter creation and retrieval of historical letters • BEQ and TRR Processing: Automate actions based business rules for processing BEQ and TRR transactions. Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 3
  • 4. Voyager Enterprise Software • Integrated Workflow: Voyager’s integrated work queues ensure required tasks are assigned and completed. • Auto/Facilitated Enrollment Processing: Part D plans can process auto and facilitated enrollees in the plan. • Reporting: Standard and Custom reporting provides unlimited view of the your business Member Management • ECRS and COB Processing: Create ECRS submission files and process COB files to ensure accurate Part C and D COB data. • Complete Member Information: Store and maintain complete member demographic and special status information with start and end dates. • Integrated Reconciliation: Voyager Member data is shared with the Reconciliation module providing a direct view of the impact of plan data changes and corrections Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 4
  • 5. Voyager Enterprise Software RECONCILATION Medicare Advantage health plans are required to attest that CMS payment reports (MMR) are correct and accurate with their internal records. Dynamic’s reconciliation module allows a plan to easily load their bid information and MMR and quickly identify member, special status and payment discrepancies. Focus On the Bottom Line • Idenitfy prospective payment and retrospective adjustment discrepancies • Member discrepancies are quickly identifed and sent to the enrollment group for resoluition • Special Status discrepancies are captured where corrections can be make to either plan data or appeals to CMS • Identify payment level discrepancies indicating issues with bid information or CMS payment processing errors. Resolve Discrepancies • CMS is Wrong – Send appeals to CMS to correct member and special status discrepancies • Plan is Wrong – Correct plan information in Voyager and recalculate payments to resolve internal data errors • Track Discrepancies to the Member Level – Voyager will track payment issues to the member level. Showing what payment calculations are discrepant with CMS. Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 5
  • 6. Voyager Enterprise Software PREMIUM BILLING Managing your Medicare Advantage and Part D billing has never been easier. This full-featured module integrates up-to-the minute member subsidies and late enrollment penalties and complete tracking of prospective and retroactive enrollment actions to provide simple, compliant billing and premium management. • Calculate member premiums and refunds • Retroactive adjustments for enrollment/disenrollment activity • Reconcile SSA Premium Withhold • Invoices, statements and coupons, with re-prints • Manage SPAP and other third-party payors with split bills • Employer groups • Low income subsidies • Late Enrollment Penalties • Auto-draft/direct debit with pre-notes • Grace periods and late payment arrangements • Age outstanding balances and manage delinquencies • Trial bills • Customized GL exports • Lockbox remittances with automatic or manual allocation Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 6
  • 7. Voyager Enterprise Software HCC ANALYTICS Risk Adjustment is far more than a data collection project… it drives your bottom line. A single missed diagnosis can cost thousands of dollars. HCC Analytics examines all source data to identify suspect, missing or incorrectly coded diagnosis codes – the foundation of your risk adjustment factors. Target Suspects • Manage diagnosis data from a variety of sources – including claims data, pharmacy encounters, chart audits and more. • Detect suspect missing diagnosis codes from historical encounter data. • Store and report in a member's HCC history • Calculate RAF scores based on varied collection and cut off dates • Quickly enter and validate updated diagnosis • Plan defined validation rules library • Member level suspect list of missing ICD9 codes and coding errors • Project future RAF scores • Substantial Report Library Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 7
  • 8. Voyager Enterprise Software RAPS MANAGEMENT RAPS Management Module allows a health plan to import, submit and reconcile the submission of RAPS encounter data with CMS. • Contains a rules engine that validates data reducing rejections and resubmissions to CMS, reducing costs • Improves the quality of data submitted to CMS. Provides for manual entry of RAPS data • Validates and edits RAPS data before submission to CMS • Resubmits corrected RAPS data to CMS • Reconciles RAPS reply fields with submission files to the encounter level • Submits all RAPS data to CMS for Part C & Part D • Tracks, ages and provides management reports for data sourcing, uploading and reconciliation with CMS • Imports RAPS, member and provider data from legacy claims system Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 8
  • 9. Voyager Enterprise Software CHART AUDIT TOOL KIT The Chart Audit Toolkit allows plans to manage and monitor their retrospective and prospective risk adjustment programs. • Project Creation – Users can create custom chart audit projects by adding charts related to members and or providers • Planning and Scheduling – Assign charts to auditors and vendors, schedule and confirm provider appointments • Project Monitoring – Visibility of project status and monitor progress of any program • Record and track results for ROI – Auditor either enters the diagnosis results from their audit using the web interface OR upload excel spreadsheets in to the application allowing for ROI reporting by project and RAPS submission • Generate Auditor Field Packets – At the touch of a button, auditors can quickly and painlessly create and print auditor packets that contain critical information for going in to the field. Packets include, Provider Chart Pull List with Provider Contact Information; Maps displaying the offices for each provider; and detailed problem and suspect list for each member that will be audited. Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 9
  • 10. Voyager Enterprise Software PDE MANAGEMENT PDE Management allows a plan to monitor the PDE data submissions from their PBM and track PDEs that are accepted and rejected and why. Plans are responsible for complete submissions of PDE data reporting with little ability to monitor the results of their PBM’s data submissions and resubmissions. • Monitor PDE Errors – Report and track PDE errors on PDE transactions by error code and group by type of error • Correct Errors - Create and queue corrective action tasks to resolve PDE errors and ensure acceptance of PDE transactions • Identify Error Causes – Side by Side views of PDE and Drug Claim data allows for quick identification of differences and discrepancies • Work Flow – Use automated and manual work queues to track error resolution for PDE transactions that have been rejected • PDE History – PDE submission and history are created showing what PDE transactions have been created, stored, submitted and deleted. Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 10
  • 11. Voyager Enterprise Software PDE AUDIT PDE Audit allows a plan to calculate an internal view of PDE transactions based on actual Drug Claim, formulary, benefit design and membership data. Allows the plan to identify covered drug claims that should have been reported and were missed and verify the accuracy of the cost and payment fields. • Monitor PDE Content Errors – Easily identify PDE calculation errors in cost and payment fields • Verify Paid Drug Claims Are Reported – Identify covered drug claims that have not been reported to CMS and should have been reported to be correctly reimbursed by CMS • Identify Mis-Reported Values – Quickly find PDE transactions that have not been retroactively processed for changes in Member Data like retroactive LICS changes • Verify Claims are Adjudicated in the Correct Benefit Phase – Internal view of PDE transactions provide a discrepancy where PDEs have been processed in the wrong benefit phase because of incorrect TROOP or Gross Covered Drug Cost Tracking Confidential, Dynamic Healthcare Systems, Inc DYN-XX-201007 Page 11