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About This Webinar
Aging AR, underpayments and cash flow pressure are ongoing challenges for healthcare leaders. Knowing where to focus first can make a significant difference in financial performance.
This webinar is designed to help CFOs and revenue cycle leaders navigate AR backlogs and cash flow strains. It introduces a practical framework for prioritizing work based on financial impact, time sensitivity and risk — helping leaders focus limited resources where they matter most.
Using real-world examples from hospitals and clinics, we’ll explore how organizations can reduce excessive AR aging, recover underpayments and address root causes that allow backlogs to persist.

You’ll learn:
• How to apply an AR triage framework to prioritize work based on financial risk, cash impact and urgency.
• Key drivers behind aging AR and underpayments — and how to distinguish one-time backlog issues from systemic process failures.
• How to develop a 90-day action plan to accelerate cash collections and prevent future AR backlogs.
• Clear metrics you can use to create visibility and accountability.

This session is designed to help healthcare leaders move from reactive backlog management to a more strategic and sustainable approach to AR performance.

Agenda
  • Introduction
  • Presentation
  • Q&A
Presenters
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Whitney Jacobsen
Senior Consultant, Revenue Cycle
Whitney Jacobsen is a Senior Consultant at Wipfli with more than 15 years of healthcare experience focused on hospital and physician revenue cycle consulting and operations. Drawing on her background as a Business Office Manager at a Critical Access Hospital, she brings hands-on expertise in accounts receivable, denial management, contract negotiations, provider credentialing, and key performance indicator management. At Wipfli, Whitney supports healthcare clients through revenue cycle assessments, operational improvement initiatives, and practical strategies that strengthen financial performance. She also plays a key role in training, developing, and mentoring revenue cycle team members, helping teams apply best practices in ways that are both sustainable and results-driven. Whitney is known for a collaborative, solutions-oriented approach that helps clients navigate complexity, improve processes, and build stronger revenue cycle performance over time. She combines technical knowledge with practical leadership to deliver clear guidance, support continuous improvement, and help organizations achieve lasting results.
1779890493-046d18c1a9b6fd97
Karen Pettet
Senior Consultant, Revenue Cycle
Karen Pettet is a Senior Consultant at Wipfli LLP with extensive experience supporting rural hospitals, Critical Access Hospitals, and Federally Qualified Health Centers in revenue cycle operations. She brings hands-on expertise in accounts receivable management, denial recovery, Medicare and Medi-Cal billing, and electronic health record optimization, with a strong focus on identifying and resolving issues that impact cash flow. Karen supports clients through revenue cycle assessments, backlog and A/R clean-up efforts, and targets improvement strategies that accelerate cash and strengthen financial performance. She is known for helping organizations prioritize high-impact work, particularly in aging receivables and underpayment recovery, while aligning workflows within the EHR to improve reporting accuracy and reduce manual effort. She is recognized for a practical, solutions-focused approach that brings clarity to complex challenges. Karen works alongside client teams to stabilize operations, improve productivity, and deliver measurable, sustainable results.
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