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MAKING THEMOST OFPEER REVIEWCLIENT TOOLKIT*HFMA staff and volunteers determined that these healthcare business solutions have met specific criteria developed under the HFMA Peer Review process.1HFMA does not endorse or guarantee the use of these healthcare business solutions or that any results will be obtained.

Peer Review ToolkitCONGRATULATIONSON YOURPEER REVIEWDESIGNATION!The Peer Reviewed label tells healthcare financeprofessionals that your product or service hasearned a “superior” rating in HFMA’s rigorousreview process. We want to help you makethe most of the marketing opportunities thatcome with your designation. This toolkitoffers resources to get you started.2

Peer Review ToolkitCONTENTS4How HFMA Promotes Peer Review8Media Release9How You Can Spread the Word10Sample Letter to Clients12Special Opportunities for Tier 2 Participants13Launch Checklist14Brand Standards Manual20Key Contacts3

Peer Review ToolkitHOW HFMAPROMOTESPEER REVIEWTHE SHORT LIST (online): Posted on the HFMA websitehfma.org/peerreview, THE SHORT LIST features Peer Reviewedproducts, services, and ROI calculators in searchable format.Announcement release: HFMA announces newPeer Reviewed products, services, and ROI calculators in a mediarelease hfma.org/PRmedia. Email a quote from a company executivecommenting on earning the designation, boilerplate companydescription, and contact name for the release to abecker@hfma.org.THE SHORT LIST: Peer Review clients who are listed in the Buyer’sResource Guide will have the Peer Review logo next to their listing distinguishing them in the guide. Learn more about the Buyer’s ResourceGuide at hfma.org/brg.Other promotions: Peer Review is promoted in HFMA specialtypublications, e-newsletters, and at HFMA and industry events.Social media: We advertise Peer Review on HFMA’s Twitter feed,Facebook page, and LinkedIn – all driving traffic to Peer Reviewedlistings on the HFMA website.hfm: HFMA highlights all Peer Reviewed products, services,and ROI calculators in hfm magazine (see page 5) , includingyour company logo and web address.Online Advertising: We advertise Peer Review throughGoogle and LinkedIn, driving traffic to Peer Reviewed listingson the HFMA website.* Specific marketing efforts are subject to change.4

Peer Review ToolkitPROMOTION IN hfmTHE SHORT LISTPRODUCTSAuth-DPTM by RecondoClaimStatusPlusTM by RecondoEligibilityPlusTM by RecondoSurePayHealthTM by Recondorecondotech.comathenaIDX athenahealth.com/athenaIDXHFMA Peer Reviewed products and services have been evaluated by users likeyou for quality, technical support, customer service, and value—all the things you lookfor to make smart purchasing decisions.Easy Work Papersbesler.com/easywpSage Intacct Cloud Accounting wareCareCredit Credit Card by Synchrony Financialcarecredit.com/hfmaSERVICESManaged Services Provider (MSP) –Workforce Solutionsamnhealthcare.comSelf-Pay Early Out Services by PFC Firstpfcusa.comTransfer DRG Revenue Recovery Servicedrgtransfer.comTechnology-enabled Revenue CycleManagement Servicesr1rcm.comFinancing Solutions offered byFirst American Healthcare Financefahf.comPatient Financing Solutionshelpfinancial.comMedData Eligibility Servicesmeddata.comRevenue Cycle Outsourced Servicesparallon.comInvestment Consulting, Advisory Servicesand Retirement Benefitspavilion-notforprofit.comProfessional Credit Healthcare Collection Serviceprofessionalcredit.comHealthcare Bad Debt Recovery by PFC Revpfcusa.comStrataJazz Financial Analyticsand Performance er Toolkit craneware.comTMFull Revenue Cycle Services including FacilityPatient Access Services, Pre-Arrival Services,Health Information Management, RevenueIntegrity Services and Central Business OfficeServicesensemblehp.comSSI Billing by The SSI Group, Inc.thessigroup.comChargeAssist by Holliday & Associates—including:CDM Auditor , Price Analyzer , ChangeMonitor and Ultimate Research Center chargeassist.comUnderpayment Review for Commercialand Governmental Payersbls.revecore.comMRA’s AcciClaim - Accident ClaimsManagement Solutionmra.revecore.comRevenue Recovery Servicerevintsolutions.comAxiom Healthcare Suitesyntellis.com/software/healthcareEPSi Budget ManagerEPSi Cost ManagerEPSi Product Line Analystepsi.ioOptum LYNX ED Charging ApplicationOptum360.comTransUnion Healthcare Clear IQ PatientPayment EstimationTransUnion Healthcare Insurance DiscoverySTINGRAY Medicare Bad DebtSTINGRAY Medicare Disproportionate ShareSTINGRAY Transfer DRGSTINGRAY Shadow Billing Compliancetransunionhealthcare.comCDMauditor.com Hospital Zero-Base Pricing panaceainc.comTruBridge RCM Solutiontrubridge.comPatientco Billing and Payment Platformpatientco.comPatient Pay OptimizationRevenue IntegrityClaim Managementwaystar.comiPAS - Integrated Patient Access Solutionspelitas.comSEI’s OCIO Solution for HealthcareSEIC.com/healthcareROI CALCULATORDebt Collection Services for Healthcaresimonsagency.comPMMC Estimator PROPMMC Contract PROpmmconline.comHealthcare Collection Servicesstatecollectionservice.comClearBalance ROI Value Model(for ClearBalance patient financing s/finance-operationsHealthcare Technology nts Receivable Management Service(ARMS)trubridge.comLearn More!The Heartbeat of Progresshfma.orghfma.org/peerreview*HFMA staff and volunteers determined that these healthcare business solutions havemet specific criteria developed under the HFMA Peer Review process. HFMA does notendorse or guarantee the use of these healthcare business solutions or that any resultswill be obtained.HFMA highlights all Peer Reviewed products and services in hfmmagazine. Each listing includes client logo, the name(s) of the PeerReviewed product(s)/service(s), and a company web address.Belly bands highlighting your Peer Reviewed product wrap aroundhfm and are sent directly to members and subscribers.5

Peer Review ToolkitAT HFMA EVENTSOur approach at Annual Conferencehas always been to put you in the spotlight.We highlight Peer Reviewed exhibiting companiesby their booth in addition to on-site signage.WE’RE ON THESHORT LIST.ABC COMPANY6

Peer Review ToolkitONLINEMarket your Peer Reviewedproduct, service, or ROIcalculator on Twitter with#TheShortListIn addition to your product promotion with the PeerReview Logo, HFMA advertises Peer Review to more than44,000 followers on social media, driving traffic to thePeer Reviewed SHORT LIST and your product listings.7

Peer Review ToolkitHOW YOUCAN SPREADTHE WORDUse the Peer Reviewed logo: See page 15 for guidelines on how to use thelogo in your packaging and marketing materials. Note that the following disclaimermust always be used with the logo: “HFMA staff and volunteers determined thatthese healthcare business solutions have met specific criteria developed under theHFMA Peer Review process. HFMA does not endorse or guarantee the use of thesehealthcare business solutions or that any results will be obtained.”PRODUCT OR SERVICE NAMEBY COMPANY NAMEHealthcare Financial Management Association’s (HFMA) Peer Review designation spotlights healthcare productsand services that objectively earn top ratings during a thorough evaluation process. Part of the evaluation processprior to designation is surveying the product’s current clients and prospects on a variety of topics that measurequality and effectiveness. Results specific to Company Name are as follows:WOULD RECOMMEND I would recommendthis product to my eStronglyDisagreeNADATA ACCURACYThe product is easy to e4%EASE OF USEThe product provides accurate isagree0%StronglyDisagree0%NA0%NAMEAN SCORE 4.5060%8%0%4%0%MEAN SCORE 4.42MEAN SCORE 4.08ENHANCED PRODUCTIVITY The product hasresulted in enhanced productivity.EASE OF INSTALLATION The product’sVALUEupdates are easy to install or incorporate.The product delivers good value for the ifferent9%MEAN SCORE 4.6117%MEAN SCORE 4.16SALES STAFF The sales representative(s)Implementation of the product went smoothly.delivered good service.staff deliver good 0%5%MEAN SCORE 4.05 PRODUCT NAME58%42%TECHNICAL SUPPORT The technical yDisagree0%StronglyDisagree0%NA0%NADisagree0%MEAN SCORE 4.58Your Key Findings Report: HFMA has provided a version of your full KeyFindings Report that you can share with potential clients in your marketing and salesefforts. With your permission, we have assisted in that effort by sharing the report withinquiring providers.MEAN SCORE 4.39SMOOTH IMPLEMENTATIONStronglyDisagree128%Agree34%17%MEAN SCORE 4.12DATEInform your clients and prospects: See page 10 for a suggested letterannouncing that you’ve achieved the coveted Peer Review status.Share your Peer Reviewed designation: See page 11. Use the providedimages to share your inclusion on HFMA’s SHORT LIST with your followers.8

Peer Review ToolkitCONNECT THROUGH SOCIAL MEDIAShare your Peer Reviewed status withsocial media followers. Download yoursocial share kitMarket your Peer Reviewed product,service or ROI calculator on Facebookin your company’s profile.Market your Peer Reviewed product,service or ROI calculator on Twitterwith #TheShortList.Market your Peer Reviewed product,service or ROI calculator on LinkedInin your company’s overview andservices sections.9

Peer Review ToolkitSAMPLE LETTER TO CLIENTSCOMPANY LOGO OR STATIONERYFeel free to send this letter out to your clients orprospects via mail, email, and/or post it on your websiteand hyperlink to it from a marketing effort.Dear CUSTOMER,Download this template on the Peer Review clientportal webpage.I am pleased to announce that COMPANY NAME’s PRODUCT/SERVICE has successfully passed theHealthcare Financial Management Association’s (HFMA) Peer Review process. The Peer Revieweddesignation is a respected and identifiable mark in the industry for HFMA’s more than 56,000 memberswhen they seek healthcare finance solutions.The Peer Review process consists of a rigorous eleven-step high-level screening process by currentcustomers, prospects, and expert HFMA Peer Review panel members. PRODUCT/ SERVICE NAME andits performance claims were reviewed based on the following criteria: EffectivenessQuality and usabilityPriceValueCustomer and technical supportSuccessfully passing the Peer Review process is a tremendous accomplishment. It recognizes theproduct excellence and high level of service COMPANY NAME continues to provide for its customers.We are honored that PRODUCT/SERVICE has achieved the Peer Review designation.I would welcome the opportunity to discuss our PRODUCT/SERVICE NAME with you to reinforce howour commitment to price, service reliability, and overall high standards are reflected in the HFMA PeerReview designation.Sincerely,SALES MANAGERFor more about PRODUCT/SERVICE NAME, visit URL.comFor more about HFMA’s Peer Review program, go to hfma.org/peerreview*HFMA staff and volunteers determined that these healthcare business solutions have met specific criteria developedunder the HFMA Peer Review process. HFMA does not endorse or guarantee the use of these healthcare businesssolutions or that any results will be obtained.10

Peer Review ToolkitTOOLKIT ELEMENTSHFMA will provide you with a tool kit to help you promoteyour Peer Review designation. Take the pop up bannerwith you to trade shows, use stickers on collateral or whenbriefcasing, and display the certificate in your office lobbyor while exhibiting.Innovative Revenue Cycle ProgrambyABC CompanyJoseph J. Fifer , FHFMA, C PAPresident & CE OHealthca re Financial Management A ssociati on11