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Edit Project
Credit Balance and Refund Automation
Project Name
Department
Entity
—
Colorado
Fox Valley
Kansas
OrthoNebraska
Sequel Ortho
Strategic Imperative
—
Digital Strategy & Data
Direct Access
Expansion
Experience
Maintenance
Operational Excellence & Quality
Talent
Sponsor / Owner
Project Manager
—
Abby Jaeger
Angelique Sleder
Ann Wright
Anna Becker
Ben Yarbrough
Bill Citro
Blanca Vasquez
Chris Vollmuth
Chrissy Cattau
Christine Ellett
Courtney Nelson
Danielle Kleber
Derek Drews
Drew Feuerbach
Erin Sillman
Fortified
Hattie Burrell
Heather Cramer
Jackie Tuff
Jessica Jackson
Jessica Roberts
Jill Ferguson
Joe Poulicek
Kara Albright
Kathleen Martin
Katie Gardner
Katrina Knott
Kelly McCann
Kristina Miller
Lindsay Murdock
Luke Norvell
McDonald, Shannon
Michael Roberts
Michelle Heston
Michelle Stinnette
Mike Bostwick
Miranda Harrahill
Nate Heng
Nichole Beran
Rusty Meyer
Samantha Brezack
Therese Babcock
Tiffany Ketelsen
Tom Simmons
Walt Nichols
Ideal Team Members
Preferred Sprint
—
Sprint 0
Sprint 1 (Jan 12 - Feb 20)
Sprint 2 (Mar 9 - Apr 10)
Sprint 3 (May 4 - Jun 12)
Sprint 4 (Jun 29 - Aug 7)
Sprint 5 (Aug 24 - Oct 2)
Sprint 6 (Oct 19 - Nov 27)
Sprint 7
Type
—
Sprint
JDI
MGP
Capital Only
Priority
—
1. Mission Critical
2. High Business Impact
3. Medium Business Impact
4. Desirable
Priority Payoff
—
High Benefit / Low Effort
High Benefit / High Effort
Low Benefit / Low Effort
Low Benefit / High Effort
Core Process
—
Patient Journey
Growth
Scale
Core Process Category
—
(Core) Collect
(Core) Discharge
(Core) Evaluate
(Core) Target & Acquire
(Core) Treat
(Growth) De Novo
(Growth) Merger & Acquisition
(Growth) Organic Growth
(Scale) Compliance / Credentialling
(Scale) Finance, Accounting, RCM
(Scale) HR, Recruiting
(Scale) Marketing & Referrals
(Scale) Procurement
(Scale) Technology
Compliance
% Complete
Confidence (%)
IT required
Analytics required
Facilities required
Financials & Scheduling
Capital project
Capital Spend Quarter
—
Q1
Q2
Q3
Q4
Capital Priority (1–4)
JDI Quarter
—
Q1
Q2
Q3
Q4
MGP Start Quarter
—
Q1
Q2
Q3
Q4
MGP Duration (months)
2026 Op. Expected ($)
2026 Op. Actual ($)
2026 Cap. Expected ($)
2026 Cap. Actual ($)
2027 Op. Expected ($)
2027 Op. Actual ($)
2027 Cap. Expected ($)
2027 Cap. Actual ($)
Objective
Evaluate vendors and workflow to provide automation to the credit balance and refund workflows.
Goal / Output
Identify vendor - map workflows and recommend automation
KPI
Notes
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