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Blog · Data quality and reconciliation · Healthcare and med-tech

Invoiced price against contracted price per facility: the leak that looks like compliance

How a medical supplies company checks that what it invoiced each facility matches the price on the contract that facility is entitled to, from the invoice lines and the contract price files: overbilling that becomes a credit and a relationship problem, underbilling that is margin given away, the tier assignment errors that cause both, and the identity that ties the check to the ledger.

The short answerJoin every invoice line to the contract price the facility was entitled to on the invoice date, from the contract price file and the facility-to-contract mapping. Lines above contract price are overbilling, which becomes credits and a compliance finding; lines below are underbilling, which is margin given away. Both usually trace to a facility on the wrong contract tier or a price file not updated on the effective date. The identity is that lines at contract plus over plus under equal the ledger.

A medical supplies company's contract compliance figure says facilities are buying on contract. The invoice lines say some of them are buying on contract at the wrong price, in both directions. This guide sets out the price check per facility, the two leaks, the tier errors behind them, and the identity that keeps the check honest.

The measures

Per invoice line:

Entitled price = contract price for the facility's contract and tier on the invoice date Variance = invoiced price − entitled price Over if variance > tolerance; under if variance < −tolerance

Per facility, per period:

Overbilled value, underbilled value, lines at contract, and the cause where known

The rows you need

  • Invoice lines: invoice, facility, product, date, quantity, price.
  • Contract price file: contract, tier, product, price, effective dates.
  • Facility mapping: facility, contract, tier, effective dates.

Facility identifiers only.

The identity

Σ invoice lines = lines at contract + overbilled + underbilled + no contract price found

A line with no contract price found is its own class: a product not on the facility's contract, which is off-contract purchasing, or a price file gap.

The causes

Cause Symptom Fix
Facility on the wrong tier Every line for the facility off by the tier difference Mapping
Price file not updated on the effective date Lines in the weeks after the date off by the change Price file
Facility not mapped to its system's contract Lines at list price Mapping
Manual price override One line, one order Process

The pattern of variances says which; the report suggests the cause per facility.

A worked view

Facility Lines At contract Over Under Cause suggested
F-2207 1,240 98% $1,100 $0 Overrides
F-4471 880 12% $48,000 $0 Wrong tier: billed tier 3, eligible tier 1
F-9034 610 100% $0 $0
F-1187 720 31% $0 $22,000/qtr Wrong tier: billed tier 1, eligible tier 2

Facility F-4471 has been billed at the wrong tier for a quarter, forty-eight thousand dollars over, and the health system's auditor will find it if the supplier does not. Facility F-1187 has been billed at a better tier than it qualifies for, and the fix is worth eighty-eight thousand dollars a year forward.

Where it goes wrong

Compliance measured on contract, not on price. The facility is on contract and off price.

Price file undated. Last quarter's lines checked against this quarter's prices; everything looks wrong.

Underbilling ignored. The margin leak is the larger one at most suppliers.

Overbilling corrected quietly. Credits without the cause fixed recur next month.

Every month, every line

Mapped once and dated, the invoice lines, the price file and the facility mapping produce the variance per line, the leaks per facility and the suggested cause every month. Covirage builds this from the exports as they are. The healthcare page describes the setup, and the facility identifiers guide covers the mapping that most of these errors trace to.

Questions people ask

Which price applies?

The price on the contract the facility is eligible for, at the tier the facility qualifies for, effective on the invoice date. Where a facility is eligible for more than one, the contract terms say which takes precedence, and that rule is stated on the report.

How common is this?

Common enough that GPOs and health systems run their own audits and issue chargebacks. A supplier that finds its own overbilling first issues credits on its own terms; one that does not finds out from the customer's auditor with a penalty attached.

Is underbilling worth chasing?

Rarely by re-invoicing the customer. It is worth fixing forward, because a facility on a lower tier than it qualifies for is paying less on every line every month until the mapping is corrected. The report shows the annualised value of the fix.