RCM Manager Annual Review

Part I — KPIs

0/40

Part II — Performance

0/75

Total Score

0/115

Fill in scores below

—

Select level & enter scores

Employee Information

Manager Name

Primary Office

Current Hourly Rate ($)

Current Level

Review Period

Review Date

Reviewer Name

Hire Date

Rating Scale · 1 Does Not Meet · 2 Partially Meets · 3 Meets Expectations · 4 Exceeds · 5 Outstanding

Part I — KPI Performance

/ 40 pts

KPI	Target	Score (1–5)

Part I Total: 0 / 40

KPI Notes — Actuals, Data Sources, Context

Part II — In-Office Performance

/ 75 pts (15 criteria × 5)

Review Narrative

Strengths

Growth Areas

Goals for Next 12 Months

Employee Response / Comments

RCM Competency Checklist

Gate A · Gate B

Mark each competency: ✓ Can do or ✗ Cannot do. Leave blank if not yet evaluated. Gate A = all Level 1 (core operations) competencies are ✓. Gate B = all Level 2 (management) competencies are also ✓, required for level advancement.

Gate A — Core Operations Mastery

Select level above

Required for any raise

Gate B — Management Mastery

Select level above

Required for L2 advancement + score ≥ 85

Manager Override — Grant Raise Outside Formula Off

Override Raise Amount

+$ /hr

Convert to Salary

Transitioning this employee to salaried compensation

Override Justification

Set Goal Date(s)

Add performance goals with target dates and raise milestones

Signatures & Submission

Employee

Employee Signature (typed name)

Date

Reviewer / Director

Reviewer Signature (typed name)

Date

Submitting emails a raise summary to leadership and creates a ClickUp approval task. Configure both via Settings (gear icon, top right).

Employee Information

Part I — KPI Performance

Part II — In-Office Performance

Review Narrative

RCM Competency Checklist

Salary Conversion

Signatures & Submission

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