August 20, 2008, 4:06 AM

Workgroups & Initiatives

A Medical Banking

Road Map for America
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The Medical Banking Project supports initiatives that demonstrate medical banking in action. Initially we implemented a series of workgroups to tackle emerging industry issues challenges. Linking banking and healthcare systems is a complex endeavor that required broad industry input into areas of policy, technology and business processes.

In 2006, MBProject redirected its energies from general workgroup areas (see below) to discrete industry initiatives. These efforts yield standards and best practices recommendations that, as of 2009, will be aggregated into a "Common Standards Guide" that will be disseminated to medical banking constituencies.

The leadership at MBProject believes that a common medical banking platform of standards is required to advance this emerging niche', and so we invest membership dues into programs and activities that support this critical goal for the industry.

Areas of Focus and Leadership:

Accreditation Review Council: Leadership: John Casillas, MBProject. The mission of this workgroup is to "instill public trust in medical banking programs". A Gold Seal program has been designed by a cross-industry group of leading banking and healthcare firms after a 15 month review of relevant banking and healthcare laws surrounding health data privacy and security and related accreditation programs. It targets medical banking constituencies.


HSA Workgroup: Leadership: David Harris, Partner, PricewaterhouseCoopers. Co-Leader: Sherry Lawton, Market Development Manager, Fiserv/Information Technology, Inc. This group brings the latest CDH issues to our members through bi-monthly online calls. The group oversees our HSA Deductible Engine Pilot program that was formed within the C.O.M.B.A.T. Initiative.

E/PHR Focus Group: Leadership: Shannon Williams, CIO, USHealthrecords.com. Co-Leader: P. Mohan, CEO, eTransX. Formed under the former C.O.M.B.A.T. Initiative, this focus group examines the adaptation of banking systems to deliver PHRs to some 55 million American households who currently enjoy online banking for their financial services.

Dispute Resolution Initiative: Leadership: Sheila Schweitzer, CEO & Chairperson, CareMedic. The workgroup, launched at the 2007 Leadership Forum, is creating an approach for rationalizing myriad denial codes in claims processing. The work product is being placed into production as a free resource on the MBProject website.


Joint Taskgroup for Value In Health: Leadership: James Patterson, Director of Total Health Management, Arvin Meritor. Co-Leader: Matthew Carberry, Vice President, Payments Divison, New Business Development, The Bancorp Bank. The Joint Taskgroup focuses on "value-based healthcare" and how to integrate these into banking programs. The group supports our Use Cases. Meetings are held in Detroit.

New Media Initiative: Leadership: John Casillas, MBProject. This effort examines how the build out of social media (blogs, social networking sites, avatars, etc) can be used to help individuals live healthier life styles. One of the areas of focus, dubbed CarevilleTV (rebranded from Charitable Communities Network), seeks to implement a community care platform that is bank-driven. The platform inventories and makes it easier to access safety net healthcare services (see the development site here).

>> To learn about our previous, general workgroup activities please see below:

Resources