Contract Modeling

8:30 a.m. – 4:30 p.m. Tuesday, August 6
8:30 a.m. – 3:00 p.m. Wednesday, August 7
(Note: you must commit to both full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description

This course covers contract modeling in detail. Attendees will learn how to input government and third party payer contracts, create alternate models, apply what-if assumptions and calculate estimated net revenue. Prerequisites: Introduction to PLA course or equivalent experience.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the onsite course. Once we confirm your registration, you will receive a confirmation email with details on hotel accommodations and transportation. As a service to our valued clients, there is no charge to attend this session.

Lunch, sodas, coffee, and snacks included. We have a special corporate rate at a nearby hotel that includes shuttle service to and from the EPSi offices.

Questions? Email us at


Thea Furney, Senior Consultant
Thea has been a consultant with EPSi since 2006. Her areas of expertise include Cost Accounting, PLA, and Contract Modeling. She has previously worked for over a decade on the payor side (Blue Cross and Cigna) and later would spend 15 years with various acute and specialty hospitals in Florida and has held the positions of Director of Decision Support and Managed Care.

Terri Adcox EPSi

Teresa Adcox , Senior Consultant
Terri has worked in healthcare at multiple organizations over a span of 17 years as both a nurse and as support for provider facing software. In her role of Senior Consultant, Terri’s focus is on delivering consulting services for Product Line Analyst and Cost Manager as well as remote client projects.


Patient Data Review

  • Patient Encounters/Predefined Patient Populations
  • Service Groups
  • Data Manager – Rule Sets
  • List Groups
  • Product Lines
  • Clinical Analysis
  • Payor Plan Codes and Payor Model Groups

Contract Modeling Specific Tables

  • Review of Tables
  • Using Data Studio to Populate Contract Modeling Specific Tables

Contract Model Setup

  • Contract Model Designer
  • General Navigation
  • Contract Modeling Payment Methods
  • Contract Model Calculations
  • Patient Estimated Net Revenue
  • Lump Sum Allocations
  • Contract Model Results and Reconciliation
  • Contract Model What If
  • Deleting Contact Modeling Results


  • Actual vs. Estimated Payment
  • Explanation of Benefits
  • Contract Model Comparison
  • Custom and Ad Hoc Reports

Register Now

Live Training Administrative Policies
By attending this training, you are giving consent that your photo or likeness may be used for EPSi promotion and marketing, including social media.