Accuracy changes everything.

### Overpayments

**Identify, resolve, and prevent unnecessary spend.**

✓ Data Mining & Recovery  
✓ COB Identification & Recovery  
✓ ESRD Audit  
✓ Clinical & Coding Validation  
✓ AI Labs / Payer Intelligence

### Credit Balance

**The intersection of payment accuracy.**

✓ Credit Balance Audit + TRENDSubmit  
✓ Credit Balance Management & Prevention

### Underpayments

**Identify, resolve, and prevent revenue leakage.**

✓ Denial Management  
✓ Zero-Balance Accounts Analysis  
✓ AR Rundowns

# Credit Balance Resolution

#### We resolve credit balances, not just overpayments, and work as an extension of the provider’s business office

## TREND accurately & efficiently resolves overpayments and credit balances

Managing and reconciling credit balances is tedious and costly, yet is a key business requirement for any facility to ensure profitability, sustainability and compliance in today’s healthcare environment. TREND can ease that cost burden by delivering a configurable credit balance resolution strategy and comprehensive reporting package that is unique to your facility.

We resolve credit balances, not just overpayments, and recover on behalf of our insurance payer clients as an extension of the provider’s business office. Our recovery analysts take ownership of their assigned accounts to bring them to an accurate and efficient resolution, as we maximize our value to you. You control the process. We ensure it is done efficiently and accurately.

### Average years of credit balance resolution experience for a TREND recovery analyst

5+

### Average number of accounts worked per day by TREND recovery analysts

100

### Average percentage of credit balances resolved via overpayment refund

30%

### Up front cost to you. 100% risk free, contingency fee based on actual recoveries

## TREND has offloaded

#### The equivalent of

165

### FTE 's worth of work from providers

#### Which could generate

570

### Million in Additional Collections

# The Credit Balance Conundrum

You have to work ‘em, they don’t generate cash, they use resources.

## TREND operates as an extension of the provider’s business office, leveraging TRENDConnect to accurately & efficiently resolve credit balances

## TREND offers comprehensive credit balance resolution and reporting, typically AT NO COST to providers

### TREND Technologies

## TRENDConnect is built with leading-edge technologies which enable high scalability, security and usability

## Seamless Workflow

**Ingest Credit Balance Data**  
TRENDConnect ingests credit balance data from provider’s patient accounting system

**Analyze Credit Balances**  
TRENDConnect analyzes credit balances to determine which are true overpayments vs. adjustment errors or mis-postings

**Validate Findings**  
TREND analyst validates findings in TRENDConnect and resolves errors in provider’s system

**Provider Review**  
Provider reviews and approves / denies overpayments in TRENDConnect, with ability to automate based on provider preferences

**TRENDConnect Resolution**  
If approved by provider, payer reviews and approves / denies overpayments in TRENDConnect  
If approved by provider and payer, TRENDConnect processes refunds / retractions of overpayments

## About TREND Submit

Delivers health care providers a platform to electronically submit self-reported overpayment recoveries back to connected insurance payers. Providers will be able to search, link and submit claim details, applicable documentation and specific recovery explanations directly to insurance payer adjusters for review and reconciliation. This creates a streamlined process that enhances the communication between providers and insurance payers.

#### Collaborative and Transparent

Manage, track, submit and report on your inventory of credit balance overpayment recoveries. Our application provides real-time status updates, an accurate audit trail and comprehensive reporting to provide key insights while more effectively managing this costly business requirement.

#### Compliments Your Existing Process

The utilization of the application is easy to implement and is provided at no cost. Providers will work through their existing processes to identify credit balance overpayments then submit for payer review and approval through TRENDSubmit.

#### Credit Balance Resolution Services

TREND’s expert recovery analysts offer credit balance resolution services to providers, functioning as an extension of your business office. This slashes labor costs and lets providers prioritize revenue-generating activities.