Crowe RCA Boot Camps

Boot Camp Sessions

Crowe RCA 101 ($350)

Monday, Sept. 19
8 a.m. – 5 p.m.

Thursday, Sept. 22
8 a.m. – 5 p.m.

Presenters: Matt Swafford, Crowe Horwath; Heather Mangeot, Crowe Horwath

This session is designed for new users or can serve as a refresher course. As a result of participating in this session, you should be able to:

  • Discuss the importance of Crowe RCA maintenance – mapping, reconciliation, and the hindsight trending template
  • Describe the core concepts of accounts receivable valuation, including hindsight and zero-balance account analysis
  • Implement the practices associated with the accelerated close process using Crowe RCA
  • Explain net revenue reports to provide financial transparency

Continuing Professional Education
This session is recommended for 7.5 hours of CPE credit.
Program level: Basic
Prerequisites: None
Advance preparation: None
Field of study: Specialized knowledge

Crowe RCA 200 – Intermediate ($350)

Monday, Sept. 19
8 a.m. – 5 p.m.

Thursday, Sept. 22
8 a.m. – 5 p.m.

Presenters: Jenna Haworth, Crowe Horwath; Nick Diehl, Crowe Horwath

This session is designed for users who already have a foundation of knowledge within the application and are interested in working through more complex issues – users who may have not yet fully adopted all facets of the application for month-end close and net revenue reporting. This working session will be based on specific obstacles encountered by users. As a result of participating in this session, you should be able to:

  • Discuss the fundamentals of the Crowe RCA parallel process, monthly reserve analysis settings, and storage functionality
  • Compare your existing process, including the month-end close accounts receivable calculation, to the Crowe RCA recommended approach
  • Examine recovery and take-back activity as well as overcontractualized credit balance adjustment, and assess the need for "out-of-model" or judgmental reserve estimates
  • Explain net revenue reports in order to provide financial transparency

Continuing Professional Education
This session is recommended for 7.5 hours of CPE credit.
Program level: Intermediate 
Prerequisites: Current Crowe RCA user with foundational knowledge of the tool
Advance preparation: None
Field of study: Specialized knowledge

Tableau and Ad Hoc Analysis Module ($175)

Monday, Sept. 19
8 a.m. – 12 p.m.

Thursday, Sept. 22
8 a.m. – 12 p.m.

Presenter: Thor Peterson, Crowe Horwath

The objective of this course is to introduce the ad hoc reporting capabilities available within Crowe RCA, in addition to the functionality provided by Tableau. As a result of participating in this session, you should be able to:

  • Identify common terms and navigation within the Crowe RCA ad hoc reporting module and Tableau
  • Recognize the data extracts and the types of visualizations and reporting available
  • Create customized reporting with the ability to drill down to the patient account detail
  • Drop and drag dimensions and measures for an enhanced data visualization experience
  • Publish dashboards and metrics to share across the organization

Continuing Professional Education
This session is recommended for 4.5 hours of CPE credit.
Program level: Basic
Prerequisites: None
Advance preparation: None
Field of study: Specialized knowledge

Accelerate Your Month-End Close ($175)

Monday, Sept. 19
8 a.m. – 12 p.m.

Thursday, Sept. 22
8 a.m. – 12 p.m.

Presenter: Matt Frank, Crowe Horwath

This training session will provide an overview of the processes organizations are using to automate core finance functions and ultimately accelerate the month end close process and balance sheet reserve calculation. As a result of participating in this session, you should be able to:

  • Distinguish between debit, credit, and inactive hindsight trending analysis and understand how to use each in the month-end reserve calculation
  • Discuss best practices around on zero balance account analysis, including incorporating rate and pricing changes
  • Identify the appropriate reporting team and its responsibilities, begin to establish policies and parameters related to the monthly reserve analysis settings and storage, and develop a customized month-end pre-close and close checklist
  • Define "month-end close package," including accounts receivable and reserves analytics and reporting

Continuing Professional Education
This session is recommended for 4.5 hours of CPE credit.
Program level: Basic
Prerequisites: None
Advance preparation: None
Field of study: Specialized knowledge

Net Revenue Analysis and the VA Module ($175)

Monday, Sept. 19
1 – 5 p.m.

Thursday, Sept. 22
1 – 5 p.m.

Presenter: Brad Heaton, Crowe Horwath

This presentation will include an overview of the income statement net revenue calculation (variance analysis) and analysis process. As a result of participating in this session, you should be able to:

  • Calculate estimated net revenue and explain how changes in monthly reserves and transaction affect the net revenue
  • Discuss the best approaches for analyzing and determining the causes of net revenue changes
  • Identify changes in net revenue caused by current period adjustments or changes from prior periods ("change in prior”) and trace activity to major themes to more efficiently explain net revenue at period-end
  • Better reconcile net revenue in variance analysis with the general ledger

Continuing Professional Education
This session is recommended for 4.5 hours of CPE credit.
Program level: Basic
Prerequisites: None
Advance preparation: None
Field of study: Specialized knowledge

Additional CPE Information



The Crowe Revenue Cycle Analytics (Crowe RCA) solution was invented by Derek Bang of Crowe Horwath LLP. The Crowe RCA solution is covered by U.S. Patent number 8,301,519.

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Brenda Rothauser