Let us elevate your CDM experience – at absolutely no cost

As a next step, a FinThrive Project Manager will share a calendar invite to with the appropriate contacts within your organization to discuss implementation in further detail. In the meantime, we encourage you to join one of the live Q&A sessions, schedule a conversation with your customer service representative, or email us at mysuccess@finthrive.com with any questions.

Customers currently using the Epic patient accounting system will be transitioned first. Beginning late 2024, all remaining, non-Epic customers will then be scheduled.

Enhanced Functionality
CDM Management offers improved and simplified functionality, covering both hospital and professional charges

Scalability and Security
Our new cloud-based platform provides the flexibility to quickly scale resources and storage to meet your business demands

It also features advanced security measures for robust protection and data loss prevention

EHR Compatibility
CDM Management integrates with today’s top EHR systems, streamlining operations

Top Ratings from KLAS Research
FinThrive’s continual innovation in CDM has earned us top ratings from KLAS Research

Watch our recorded demo of CDM Management to see the benefits and features that await you.

FinThrive CDM Migration Info-Session and Q&A
Recorded August 26, 2024 

Session Summary
This session covered a Q&A session about the transition to FinThrive's new CDM Management platform. Included were details on the migration process, the features of the new platform and addressed various customer concerns about data integration, historical data access and training. 

Overview of CDM Migration
Mark Boudreaux from FinThrive provided an overview of the CDM migration, stating that all current CDM customers will transition to the new CDM Management platform over the next two years, with support for existing products ending in 2026. 

Implementation Details
The implementation process could take between three and six months, depending on customer requirements. Most of the heavy lifting will be done by FinThrive, but customers will need to participate in data validation, testing, and training.

Integration with EHR Systems
Questions were raised about integration with EHR systems like Epic. It was clarified that the new platform will still rely on data file exchanges rather than direct integration into EHR systems. 

Workflow Module
The new platform will include a robust workflow module, replacing the current Request Master and Request Manager tools. This may add some time to the migration process for customers who use these tools. 

Historical Data Access
Many attendees expressed concerns about access to historical data. It was confirmed that historical data from the old system will not be migrated to the new platform, but FinThrive will explore solutions to provide access to this data. 

Training and Support
Training will be provided for the new platform, including live sessions and built-in tools like context-sensitive help and WalkMe, which offers in-product guidance. 

Customer Concerns and Feedback
Attendees were encouraged to share their specific needs and concerns, such as the requirement for historical data and the need for seamless data exports. FinThrive committed to addressing these issues and providing ongoing support.    

Action Items  

• Data Validation and Testing
  Customers will need to participate in data validation and testing during the migration process. 
• Training
  Training will be provided for the new platform, including live sessions and built-in tools like context-sensitive help and WalkMe. 
• Historical Data Access
  FinThrive will explore solutions to provide access to historical data from the old system. 
• Customer Feedback
  Attendees were encouraged to share their specific needs and concerns, such as the requirement for historical data and the need for seamless data exports. 
• Project Management Outreach
  FinThrive project managers will reach out to customers to schedule migration sessions and come up with specific timelines.

FinThrive CDM Migration Info-Session and Q&A
Recorded September 3, 2024 

Session Summary
The session provided a comprehensive overview of the transition from FinThrive's CDM Master and CDM Manager products to the new CDM Management platform. The discussion outlined the migration process, highlighted new platform features, and addressed key customer concerns about data integration, historical data access, and training.

Introduction
Mark Boudreaux, Director of Product Management at FinThrive, kicked off the session by explaining the transition plan for existing CDM customers. This upgrade to the CDM Management platform is offered at no additional cost and does not require extra paperwork. The new platform is designed to enhance user experience, streamline operations and integrate smoothly with various EHR systems, including EPIC.

Transition Timeline
The transition will occur over the next two years, with support for CDM Master and CDM Manager ending in December 2026. The timeline prioritizes EPIC customers, who will be migrated first, followed by non-EPIC customers. The goal is to ensure a seamless transition before the 2026 deadline.

Migration Process
The migration process is expected to take three to six months, depending on the complexity of each customer’s setup. For most clients, no additional data submission will be required, which should streamline the transition. Customers are expected to collaborate closely with their assigned project managers to ensure that the migration proceeds smoothly.

Customer Responsibilities

• User Access & Data Validation: Customers are responsible for verifying user access and ensuring their data is properly loaded into the new CDM platform.
• Training: Participation in both online and in-person training sessions is mandatory. FinThrive will also offer in-app tutorials and support to help users acclimate to the new platform.

Detailed Q&A Highlights

Can we download data in Excel format from the new CDM platform?
Yes. The new platform supports the ability to export data to Excel for further analysis. Customers can easily download reports or specific data sets, providing flexibility for offline use.

What reporting capabilities are available in the new platform?;
The new CDM Management platform includes enhanced reporting features. Customers can expect greater customization options, allowing them to generate reports that meet their specific needs, with an emphasis on financial insights and compliance.

What are the training requirements for the new platform?;
Training will be mandatory for all users. The training will include both live sessions and pre-recorded modules. Additionally, the platform offers in-app guidance to ensure users can receive help at any point during their day-to-day operations.

Will the migration affect other FinThrive products?
No, the transition to the CDM Management platform is isolated and will not impact the functionality or integration of other FinThrive products, such as A/R Optimizer or Claims Manager.

Will the historical data be accessible after the migration?
Yes. All historical data will be migrated to the new platform, ensuring that customers maintain access to previous records and reports without disruption.;

How will this impact customers transitioning to EPIC or other EHR systems?
FinThrive will coordinate with customers who are also transitioning to EPIC or other systems to ensure their CDM migration is synchronized and prioritized to avoid any operational bottlenecks.

What additional support will be available during the transition?
Customers will be supported by dedicated project managers throughout the transition process. In addition to the hands-on training, FinThrive will provide ongoing customer support via live chat, email, and phone.

Action Items

• Customer Outreach
  FinThrive project managers will contact each customer to begin scheduling their migration.
• Data Validation
  Customers must validate user access and ensure their data has been properly migrated into the new platform.
• Training Participation
  Customers must attend training sessions to ensure smooth adoption of the new platform.
• System Conversions
  Customers who are in the process of transitioning to EPIC or other EHR systems should notify FinThrive so their migration can be prioritized.
• Demo Requests
  Customers interested in a demo of the new CDM Management platform should reach out to their FinThrive representative for more information.

FinThrive CDM Migration Info-Session and Q&A
Recorded September 4, 2024 

Session Summary
The session provided an in-depth overview of the migration from FinThrive's CDM Master and CDM Manager products to the new CDM Management platform. Key topics included the migration timeline, new platform features, and customer concerns related to data access, integration, and training. The platform is designed to improve user experience, streamline processes, and offer better EHR integration, including with EPIC. 

Introduction
Mark Boudreaux, Director of Product Management at FinThrive, opened the session by outlining the migration plan for CDM Master and CDM Manager users. This upgrade to the CDM Management platform comes at no extra cost and requires no additional paperwork. The platform is built to enhance functionality and integrates smoothly with various EHR systems, especially EPIC. 

Transition Timeline
The migration will span over the next two years, with support for CDM Master and CDM Manager ending in December 2026. EPIC customers will be prioritized and migrated first, followed by non-EPIC customers. FinThrive aims to ensure a seamless transition well before the deadline.

Migration Process 
The migration is expected to take 3–6 months per customer, depending on the complexity of their setup. Most customers won’t need to submit additional data, simplifying the process. FinThrive will work closely with project managers assigned to each client to ensure a smooth transition.

Training 
Training will be provided including live sessions and in-product guidance.

Key Q&A Highlights 

Historical Data
Customers' existing historical data will not be automatically transferred to the new platform. Users should run and save history reports before migration. However, FinThrive will provide external data files containing audit history for reference.

Timeline Communication
FinThrive will reach out to customers before the end of the year to provide specific migration scheduling. EPIC customers will transition sooner, while non-EPIC users will be migrated in late 2025 or 2026.

Reporting Capabilities
The new platform will have enhanced reporting features, allowing for greater customization and flexibility in generating reports, especially for financial and compliance purposes.

Excel Data Export
The platform supports data exports to Excel, enabling offline analysis.

EHR Integration
The CDM Management platform integrates seamlessly with EPIC and other EHR systems, with FinThrive coordinating migration schedules to avoid bottlenecks for customers transitioning to new systems.

How will this impact customers transitioning to EPIC or other EHR systems
FinThrive will coordinate with customers who are also transitioning to EPIC or other systems to ensure their CDM migration is synchronized and prioritized to avoid any operational bottlenecks.

What additional support will be available during the transition
Customers will be supported by dedicated project managers throughout the transition process. In addition to the hands-on training, FinThrive will provide ongoing customer support via live chat, email, and phone. 

Closing Remarks

The session ended with a reminder for customers to bookmark the migration webpage, which houses FAQs, answers, video recordings, and updates. Attendees were encouraged to reach out with any questions, and future sessions will be held to provide continued support. FinThrive is excited about the new platform’s capabilities and hopes customers will find the new system to be a significant upgrade over the previous versions.

Action Items

• Customer Outreach
  FinThrive project managers will contact each customer to begin scheduling their migration.
• Data Validation
  Customers must validate user access and ensure their data has been properly migrated into the new platform.
• Training Participation
  Customers must attend training sessions to ensure smooth adoption of the new platform.
• System Conversions
  Customers who are in the process of transitioning to EPIC or other EHR systems should notify FinThrive so their migration can be prioritized. 
• Demo Requests
  Customers interested in a demo of the new CDM Management platform can access a recorded demo on the webpage or should reach out to their FinThrive representative for a live demo.

FinThrive CDM Migration Info-Session and Q&A
Recorded September 27, 2024

Key Topics Discussed 

Export Functionality
Questions arose regarding the export from CDM Master that sends adds and updates back to the PAS. The export will not be lost during the transition, but it will require recreation and retesting in the new application. The implementation timeline may be affected by this process, which varies based on customer requirements.

Implementation Timeline Factors
The transition could take three to six months depending on various factors, including whether the customer has exports to recreate and configure workflows in the new tool. Existing customers who are already submitting data will find that process continues similarly, while new setups may take additional time.

Knowledge Source Access
Questions were raised about accessing all tabs in Knowledge Source. It was clarified that the migration will not impact Knowledge Source access. If issues arise, users should open a support case for assistance.

Training and Support
Training will be provided as part of the implementation, including live sessions before going live, online help tools, and in-app guidance. Users can expect a variety of training resources to support their transition.

Custom Reports
Users will have the ability to create custom reports in the new application. Any information displayed on the screen can be exported into a file format, enabling ad hoc reporting.

Application Layout
The new application will feature a different layout and user interface compared to the current version, with improvements aimed at enhancing user experience and intuitiveness.

Workflow Module Availability
The integrated workflow module will be available to all users in the new application, regardless of whether they had access previously.

Data Submission Notifications
Customers will be informed about the need to submit new data during the scheduling of their implementation. Not all customers will need to submit data, as this will be determined individually.

Account Access
There are expiration timelines for login access; passwords can expire over time. This policy applies to both the current and new solutions.

Next Steps

Attendees were encouraged to reach out with any further questions or concerns as they arise.

FinThrive CDM Migration Info-Session and Q&A
Recorded November 12, 2024 

Detailed Q&A Highlights

For our hospital system, we use CDM Master and a request ticket system. Will the workflow component be replaced in the new platform?
Yes, the workflow component similar to the current request ticket system is built into the new platform.

Will we have to recreate all the routes and stages in the new application?
Yes, the routes and stages will need to be recreated in the new application.

Will there be training on how to do this for each facility or group?
Yes, training will be provided in various formats, including large group sessions, individual sessions for workflow users and administrator training. Built-in tools and online resources will also be available.

My facility manages our CDM in Epic and does not use FinThrive’s native CDM. Does this migration apply to us?
If your facility has an active contract for CDM Manager or CDM Master, this migration impacts you, regardless of usage.

What is the difference between CDM Manager, CDM Master and CDM Management?
They are different FinThrive solutions, but both CDM Manager and CDM Master will be replaced by the new CDM Management platform.

Will a PowerPoint presentation with the information shared in the session be available?
Key information and FAQs are available on this landing page.

How does this update affect us if we use CDM Manager but it’s not linked to a patient accounting system?
The process remains the same. The file from the patient accounting system, such as Sorian, is loaded into the new CDM Management application and analyzed as it is today.

How many more CDM Management sessions will there be?
This is the first group demo. There have been five previous info sessions. Additional group demos will be scheduled based on attendance and demand.

Will historical audit functionality still be available for nurse auditors to view past pricing and corrections?
Yes, the audit history will include old and new information with the date of changes. This functionality will be available in the new system.

Will the report pull chargemaster data from the current or prior month?
The process will follow the same frequency as today, which is typically monthly file submissions.

How will cost-to-charge functionality be affected? Can we see more than 200 lines, and can we export data?
Cost-to-charge is not directly impacted by the migration, but additional cost-to-charge functionality will be provided. Users can view up to 200 lines at a time and export all data, even beyond 200 lines.

If our import file has different columns, will we be able to view and filter custom columns? Will future sessions cover uploading extracts?
The application can consume and display all data included in the file. Future sessions may not focus on uploading extracts due to the large audience size.

Is there a common extract for Epic users that is used by all to upload the CDM?
Yes, there is a common extract from Epic that FinThrive consumes and loads into the application. However, the extract itself is generated by Epic, not FinThrive. Additional CDM data elements can be added if needed.

Will there be the ability to see expected reimbursement by payer besides Medicare, including commercial payer reimbursement, and identify CDMs that are denied?
This functionality is part of FinThrive’s contract management solution, not CDM Management.

Do you have a Meditech Expanse export file or work with Meditech?
Yes, FinThrive can consume Meditech data files for CDM Management. Existing customers will continue with the current process, while new customers will require setup to load data into the application.

Can contract details be included along with listed companies?
Contract details are managed in FinThrive’s contract management solution, not in CDM Management.

Will historical data from CDM Master flow into CDM Management?
No, historical data will not flow into the new application. However, audit history can be provided as a file for reference.

Will new routes and stages need to be built in CDM Management? Will training be provided?
Yes, new routes and stages will need to be built, and training will be provided.

Will the ability to copy items for a new build across facilities remain in the new application?
This depends on the CDM type. For static, location-based CDMs, copying is supported. For EHR-based CDMs (e.g., Epic, Meditech), shared configurations make this unnecessary.

Can reports be consolidated across all sites?
Reports can include cost center-level details, allowing site-specific data to be extracted and consolidated if necessary.

Will users be able to submit tasks, and can you demonstrate this?
Yes, the new product includes a workflow component for task submission, and training will be provided.

What logic is used to suggest replacement CPT/HCPCS codes?
The system uses source content from CMS, AMA and FinThrive’s proprietary recommendations.

Is the download center part of Knowledge Source or CDM Manager?
It is part of Knowledge Source.

Does this impact CDM Analyzer?
Yes, CDM Analyzer is part of the CDM Manager platform and will be impacted.

Will issues with balloon catheters being incorrectly categorized as implants be fixed with the upgrade?
Such issues can be submitted to the content team via the portal for review and correction if necessary.

Will reconciliation functionality go away, and will there be changes to enterprise functionality?
Reconciliation in the new application is automatic and uses incoming files as the source of truth, incorporating logic to handle changes intelligently.

Click here to access the Epic data specs.

What is the cost to migrate?
Nothing. It is a free upgrade. The migration fee will be waived, and the subscription fee will not increase.

Any add-ons (e.g., additional users, additional covered entities, or additional professional CDMs) to the current contract can be included for a fee.

Will we have to sign a new contract?
No. FinThrive will only require an amended SOW on the next renewal date that includes CDM Management language.

How long will it take to implement and how much effort is needed from us? 
Customer time and effort will vary depending on several factors, but the transition could take 3-6 months depending on whether additional data is needed and when it is received. A FinThrive Project Manager will contact you to discuss your specific transition schedule and level of effort. 

What if we are not able to migrate during the designated period? 
FinThrive will make every effort within reason to accommodate customer specific scheduling needs throughout the upgrade period. However, to ensure all customers receive our latest, most secure technology in a timely manner, we will need to follow the plan to complete all transitions by 12/31/26. 

Will we have access to our current system/historical data after the transition?
Yes, temporarily. A designated Admin User will have read-only access to their current system for 90 days after the migration is complete and you are live on the new solution. In addition, the Change History report can be generated and saved locally for historical time periods.

Will our access to Knowledge Source be impacted by this upgrade?
No. Users will continue to have access to Knowledge Source as before, using the current login page and username/password.

Users will be provided with a new URL to access CDM Management with a new username and password.

We have an export from CDM Master that sends adds and updates back to our PAS. Will we lose that with the transition?
No. We will work with customers that have an export to implement a new export from CDM Management.

We currently use Request Master in CDM Master (or Request Manager in CDM Manager). Will that functionality be available in CDM Management?
Yes, during the transition phase, we will train customers on the new Workflow module and assist in getting it set up.

What if we are planning a PAS conversion during the transition period?
Our team will work with you on the best time during this transition period to set up your organization. 

Can we create our own custom reports?
Yes, the system provides multiple ways to search and filter data, as well as hide and rearrange columns. Any filtered data set can be downloaded as an ad hoc report.

Will additional training be provided?
Yes, training on CDM Management will be done during each organization’s transition period. We will also be adding WalkMe to assist with ongoing training that will be available 24X7.

Will this upgrade affect any other products?
No. No other products are impacted by this upgrade.

Is the new system embedded / integrated with the EHR or will it be a stand-alone application like we have today?
No change. CDM Management is a stand-alone application with a file-based data exchange. 

Can I download my Excel spreadsheets?
Yes, you can do that in the new solution. 

Will we get the same reporting as we do in CDM Manager today?
Yes, we will have a comprehensive set of reports around coding, compliance, and pricing.

If I use this as a stand-alone solution, when will my conversion take place?
This will vary depending on your PAS, but we will be setting up times for all customers in the upcoming months to ensure we get it on your calendar with as much advanced notice as possible.

When will Cerner / Oracle community be scheduled for conversion?
We will schedule conversions by customer later this year with the plan to begin transition late 2025 going through 2026.

When can we demo the new product?
You can see the demo on the landing page and/or set up a full demo through your Customer Success Manager.

Is the overall layout / format going to be the same?
No, we took this opportunity to create a more modern, user-friendly interface.

How much effort will be required to convert?
This will vary depending on the ability to reuse your CDM data or not.

Can we get the Workflow module if we do not have it today?
Yes, during the transition phase, we will train customers on the new Workflow module and assist in getting it set up for anyone interested.

Will the new product date stamp newly created items?
Yes.

Can you expand on the enhanced security that will be included?
Microsoft invests over a billion dollars annually into cybersecurity, including the Azure platform that CDM Management is built on which allows FinThrive to allocate resources towards developing innovative solutions and other business-critical initiatives. For physical security, Azure has hundreds of datacenters in 50 regions, and these have extensive multi-layered protections to ensure unauthorized users cannot gain physical access to your customer data.

The computing infrastructure for Azure is built on customized hardware with security controls integrated into the hardware and firmware components including secret management and increasingly hardware-based enclave technology.

The extensive network infrastructure has built-in protections against DDoS to safeguard your resources against volumetric or protocol layer attacks. Azure DDoS Protection has the operational capacity to scale protection to the largest of workloads.

Security is an ever-evolving state and Microsoft manages the basics such as ensuring the servers that run Azure are patched. They actively work to identify vulnerabilities through continuous testing and monitoring and run exercises such as red team versus blue team cyber penetration testing.

One of the reasons FinThrive chose Azure is the secure foundation it provides which enables us to put more of our resources towards delivering core value.

When will we know if we need to send new data?
We will discuss whether or not you need to send new data during our first call scheduled with our project manager. All Epic and CDM Manager customers will need to send new data. CDM Master customers that have any other PAS will likely not need to send new data.

Is there an online walk through of the new system available now?
Yes, there is a high level demo available on the landing page to give you the look and feel of the new solution. A full demo can be provided as your transition is scheduled.

We are ready to stand by your side through this migration. Schedule a conversation with your customer service representative if you have a question or open a case on the Community Portal.