Conference Details - Complia Health Health CARE 2017...Conference Details Summary: ... Monday and Tuesday, February 6 & 7, 2 Days Pre-Conference Training: Revenue Cycle Management

Conference Details

Summary:

The Complia CARE User Conference is your opportunity to meet and interact with the

leadership from Complia Health, your product and support teams on our products, Procura,

ContinuLink, Suncoast, Igea and Progresa, network with your peers and learn about a variety of

issues from Suncoast Version 8 upgrading and training, to ContinuLink point-of-care interface

updates, best practices in billing, staffing, staff retention, quality of care, and so much more. All

of this in the wonderful environment of the Hilton Clearwater Beach from February 6-10, 2017.

Pre-Conference: February 6-7

The CARE 2017 Pre-Conference is your opportunity to take an in-depth look at the Complia Health

products you work with, as well as to get an in-depth look at products you may not be yet working with.

We’ll be covering a variety of exciting product releases including Suncoast Version 8, our new Point of

Care interface for ContinuLink, product convergence between ContinuLink and Suncoast, providing a

whole-business integrated solution for companies providing both home health and hospice/palliative

services, Procura’s mobile interface and report building expansions and much more. Click Here for the

Pre-Conference schedule!

Main Conference: February 8-10

The CARE 2017 Main Conference is a one-of-a-kind event in the industry as Complia Health is the only

technology company serving the post-acute industry serving both Canada and US in North America,

covering every business line from skilled care through hospice to palliative care, and with products that

work with every payer model including Medicare, Medicaid, private insurance, private pay, Canada

Health Act payers and more. You’ll have an opportunity to hear industry-leading keynote speakers

provide thought leadership, get even more education from thought leaders in our 25 breakout sessions

that span the tracks of Skilled Care, Unskilled Care, Private Duty, Hospice and Palliative Care and across

the topics of Finance, Operations, IT, Clinical and Compliance (you can move and shift between the

tracks at your own choosing). You’ll also learn much about our products, and get exposed to best

practices in every topic from recruitment to billing. There will also be some fun among the learning

including the Parrothead Beach Bash on Wednesday evening – come put your toes in the sand and have

cocktails and great food among your industry friends while listening to great beach-themed music! Click

Here for the Main Conference schedule!

Schedule for CARE 2017

Pre-Conference: February 6-7

Sunday, February 5: Registration for CARE 2017 opens at 12:00 PM

Monday, February 6

(Each session below is across 10 rooms serving each product, please see grid below for details)

8:00 AM: Breakfast

8:30 AM – 11:30 AM: Pre-Conference Sessions 1 – classes A through I

11:30 AM – 1:30 PM: Lunch, Networking, Catch-up break

1:30 PM – 4:30 PM Pre-Conference Sessions 2 – classes A through I

Dinner on own this evening

Tuesday, February 7:

(Each session below is across 10 rooms serving each product, please see grid for details)

8:00 AM: Breakfast

8:30 AM – 11:30 AM: Pre-Conference Sessions 3 – classes A through I

11:30 AM – 1:30 PM: Lunch, Networking Catch-up break

1:30 PM – 4:30 PM: Pre-Conference Sessions 4 – classes A through I

4:30 – 6:00 PM: Cocktails and Hors D’ouvres reception

See detail on the next page for session topic coverage

Pre-Conference Programming Details: (All subject to change and expansion of details/refinement of topics)

Suncoast Pre-Conference Topics:

Monday 2/6/2016 All Day, Tuesday 2/6/2016 All Day: Version 8 Train the Trainer

Description:

Version 8 (V8) is a product developed with the input of over 20 clients nationwide, geared at improving

efficiencies for clinicians and proactively driving organizational processes. This 2-day training is designed

to prepare organizations for the upgrade of their current version of the Suncoast Solutions software

(Suncoast) to V8. The sessions will focus on providing the information Trainers of Suncoast need to

prepare staff members for the upgrade to V8 and support users after the upgrade. This training will

focus on understanding workflows, changes in security, new forms design, new plan of care, automated

timesheet entry, IDG, and other exciting features that are included in V8.

Objectives

Discuss adoptions/implementation approach to training V8

Explore key discussion and tasks that can be completed by organizations prior to upgrade of the

Solutions to Version 8 (V8).

Discuss the set of maintenance tools which system administrators will use to optimize V8 to meet

their organizational objectives after the upgrade

Explores ways in which clinical processes can be streamlined to proactively ensure adherence to

processes and improve efficiencies

Create a V8 Training Plan to meet your organization needs

Explore training options for Version 8 and decision making tree

Review Suncoast training resources for Trainers

Identify steps needed to ensure a successful implementation of V8

Audience: Suncoast Trainers, Clinical Managers

Monday 2/6/2016 All Day, Tuesday 2/6/2016 All Day: Version 8 Setup for System Administrators


efficiencies for clinicians and proactively driving organizational processes. These 2 days of trainings are

designed to prepare organizations for the upgrade of their current version of the Suncoast Solutions

software (Suncoast) to V8. These sessions will focus on providing the information System

Administrators of Suncoast need to prepare for the upgrade to V8 and support their organization after

the upgrade. Topics include but are not limited to Managing Security Role access, Managing Workflows,

Forms & Data Elements Maintenance Overview and Plan of Care Templates.

Objectives

Discuss maintenance tasks that can be completed by organizations prior to upgrade to Version

8.


processes and improve efficiencies

Discover the set of maintenance tools which system administrators will use to optimize V8 to

meet their organizational objectives after the upgrade

Review setup steps than will be used to take advantage of the features in V8

Create a V8 implementation plan to meet your organization needs

Begin desired setup of client sandbox/test box prior to upgrade

Audience: Suncoast System Administrator/IT staff

Monday, February 6, - 1 Day Pre-Conference Training: Version 8 Forms and Data Elements

Maintenance

Description


efficiencies for clinicians and proactively driving organizational processes. This 1-days preconference

session will provide an in-depth look at the new features organizations can use in their forms designs.

User will learn all aspect of how to use the new forms-design, use bold and underline on forms, setup

skip-logic feature, create Plan of Care (POC) template, auto-trigger POC, additional setup and much

more. Attendees will sandbox/test-box, will have the opportunity to begin forms design during the

sessions.

Objectives

Identify three forms features in Version 8 that can be used to meet organizational goals

Learn how to use the new features in Data Elements, Forms, Plan of Care and Order Types

Maintenance


processes and improve efficiencies using these new features

Review setup steps than can be used to take advantage of the features in V8

Begin desired setup of client sandbox/test box prior to upgrade


Audience: System Admin, Clinical Managers, Designate Forms Maintenance staff

Tuesday, February 7 – 1 Day Pre-Conference Training: Billing in Version 8

Description


efficiencies for clinicians and proactively driving organizational processes. While many of the features in

Version 8 are focused on clinical process, these processes have a direct impact on billing and how staff

responsible for billing use the software. This 1-days preconference session will provide an in-depth look

at the new features organizations can use for billing. During this session we will introduce Workflows

and the client chart, identifying tools billing and financial staff can use to navigate the system. We will

explore billing workflows, and other new features available to billing staff in Version 8.

Objectives

Explore workflows and their impact on the billing process

Discuss the new client forms, how to navigate, and new features

Review the hospice billing process

Identify steps to prepare for billing post Version 8 Upgrade

Explore resources for researching content on bill


Audience: Billers, Finance

Monday, Feb 6th, PM Session; Tuesday February 7th, AM Session, ½ Day Pre-Conference Training

Session: Version 8 Operations & Compliance Reporting

Description


efficiencies for clinicians and proactively driving organizational processes. This session will focus on

tools available in Version 8 to assist with maintaining compliance and managing operations. Attendee

will become familiar with the new features in Version 8 such as workflows, the reporting console and

more. Using existing reporting tools, attendees will explore features to increase efficiencies in the area

of reporting.

Objectives

Learn how to use the new features such as workflows and the Report Console in Version8


processes and improve compliance

Review setup steps than can be used to take advantage of the features in V8

Explore reporting features to improve efficiencies

Identify reports to review compliance


Audience: System Admin, Clinical Managers, Designate Forms Maintenance staff

ContinuLink Pre-Conference Topics:

Monday & Tuesday, February 6-7, 2 Days Pre-Conference Training: Complia Health Point of Care

Solution

Description

Complia Health is proud to release the newest version of Point of Care. This is a complete

transformation of Point of Care to promote efficient and accurate patient documentation with an

intuitive workflow with the ability to perform, and track Quality Assurance for clinical documentation.

Additionally, customers will have the ability to custom forms. Over the two days, you will learn the

administration set-up, forms designer and overall Point of Care functionality.

Objectives

Learn the Administration Set-Up and preparation for the upgrade.

Explores ways in which clinical processes can be streamlined using clinical best practices

Understand “day in the life” of a clinician using Complia Health Point of Care

Learn how to create Custom Forms with the new forms designer.

Review upgrade process and planning.

Audience: ContinuLink Clinical Lead / IT Manager

Monday and Tuesday, February 6 & 7, 2 Days Pre-Conference Training: Revenue Cycle Management

In this two-day training seminar, Complia Health’s ContinuLink product experts will train you in on how

to maximize your revenue opportunities, minimize risks and losses from erroneous claims and claims

review, how to effectively report financial results through every step of the revenue process – payer set-

up, claims review, submissions, payments, collections, reporting and more.

Objectives:

Detailed process of Revenue Cycle Management in ContinuLink

Training on managing the billing process from billing review through collections and posting

payments in ContinuLink

Establish understanding in managing the billing process in ContinuLink

Learn how to manage the entire accounts receiveable/payable process in ContinuLink

Learn the best practices of financial reporting with ContinuLink

Review all aspects of the process while providing best practices for establishing revenue cycle

management processes in your business

Audience: Financial and Operations Personnel, Finance Management, Agency Ownership

Igea Pre-Conference Topics:

Monday, February 6th, 1-day Pre-Conference Training: Clinical Best Practices using Igea

In this seminar, taught by Igea product support experts, you’ll learn how to utilize your investment in

Igea software to your best advantage in your clinical experience. The seminar includes training on

effective use of reporting tools to ensure that best practices are at the forefront of daily operations.

Goals:

Review best practices in clinical work – work assignment management, workflow,

documentation, etc. – and the impacts on the entire process from quality of care, to clinician

employee satisfaction, and financial reimbursements

Learn to apply the best practices by compiling clinical data and optimizing utilization of Igea

software’s clinical features.

Learn how to train others in these best practices and in the use of Igea for clinical best practices

Audience: Clinicians, trainers, practice management, operations

Tuesday, February 7th, 1-day Pre-Conference Training: Financial Best Practices using Igea

Igea software helps emerging agencies utilize the similar software capabilities that large enterprises

have to manage their revenue cycle and maximize financial performance. In this seminar, customers

who have invested in Igea software can learn in-depth the best practices for financial management of

their business, and how to utilize Igea software to maximize performance.

Learn the principles and best practices of financial and revenue cycle management in a home

health business

Learn how to effectively utilize Igea software to manage the claims cycle from end to end, claim

submittal, review, resubmittal/edits, finalizing

Learn to utilize Igea software to enhance financial performance and manage the financial cycle

from end to end including billing, accounts receivable, financial reporting

Review how to both implement these best practices in your agency and then how to train your

users of Igea software on the correct use to maximize financial performance

Audience: Agency ownership, financial leaders and personnel, operations personnel, software trainers

Procura Pre-Conference Topics:

TO COME

Main Conference: February 8-10

Wednesday, February 8:

7:30 AM: Breakfast

8:30 AM – 9:45 AM: General Session: WELCOME to CARE 2017

Christopher Junker, CEO, Complia Health

Scott Overhill, CTO, Complia Health

Debbie Cullen, Global Vice President of Customer Success, Complia Health

9:45 AM – 10:30 AM: Partner Showcase and Networking Break

10:30 AM – 11:45 AM: Keynote Speaker: Dr. Michael Burcham

Dr. Burcham, a nationally-known, very dynamic keynote speaker, is an entrepreneur, investor, and

healthcare strategist with over 20 years’ experience leading technology-enabled healthcare

organizations. He is the CEO of Narus Health, company that consults healthcare practices on working in

Palliative care. Dr. Burcham will be speaking on the future of the post-acute and long-term care

business, the impacts of the changing adminstrations in Washington and how to thrive in this chaotic

and ever-changing environment. We know you’ll leave Dr. Burcham’s session motivated, excited and

full of great ideas for growing your business.

11:45 AM – 1:00 PM Power Lunch, Partner Showcase and Networking

1:00 PM – 2:30 PM: Product Roadmap Breakouts across all Complia Health products: Procura, ContinuLink,

Suncoast, Igea, Progresa

2:30 PM – 3:00 PM: Partner Showcase and Networking Break

3:00 PM – 4:30 PM: Break Out Sessions with Tracks

Break Out Sessions 1 A-E

C-Suite Track: 1:1 with Dr. Michael Burcham: Spend some incredible 1:1 time with our dynamic

keynote speaker learning more about how to drive and thrive in the ever-changing environment

that his post-acute and long-term health care.

6:30 PM - ? Parrothead Beach Bash!

Come party on the beach with your long-time and new friends from the industry. Featuring The

Landsharks Band, Jimmy Buffet’s opening band for his dates in Florida, you’ll dig your toes in the sand,

nosh on beach-side favorites, drink tropical drinks and dance in your flipflops, kick back by a firepit in

the sand, participate in some fun games and just have an amazingly relaxing evening all on the beautiful

powder-fine sands of Clearwater Beach.

Thursday, February 9:

7:30 AM: Breakfast

8:30 AM – 9:45 AM: General Session & Keynote: Dan Crippen, Ph. D, former Exec. Director, National

Governors Conference

Dr. Dan Crippen is a nationally known advisor and expert on the governmental and regulatory aspects of

the healthcare industry. Formerly the Executive Director of the National Governors Conference, Dan

now advises both government and private industry on critical healthcare issues and healthcare

regulatory issues. Dan will be speaking on the impact of the US Elections on the healthcare business and

on the current state and future of the homecare and hospice industry in general as well as key

regulatory issues. You won’t want to miss this critical session.

9:45 AM – 10: 15 AM: Partner Showcase and Networking Break

10:15 AM – 11:45 AM: Break Out Sessions with Tracks

Break Out Sessions 2, A-E

C-Suite Session: Deep Dive with Dan: Get a truly unique chance to get 1:1 with someone who is

truly connected to the pulse of the healthcare regulatory organization in Washington DC. Dan

Crippen will lead this unique 1:1 Q&A session.

11:45 AM – 1:00 PM: Power Lunch, Vendor Showcase and Networking

1:00 PM – 2:30 PM: Breakout Sessions with Tracks

Break Out Sessions 3; A-E

C-Suite Session: Moderated C-Suite Discussion led by Tim Rowan of Rowan Consulting

2:30 PM – 3:00 PM Partner Showcase and Networking Break

3:00 PM – 4:30 PM: Break Out Sessions with Tracks


C-Suite Session: Moderated C-Suite Discussion led by Chris Junker, CEO of Complia Health on

“Looking Around Corners – what are the biggest concerns you’re facing that Complia Health can

help address in our future products”

4:30 – 6:30 PM – Partner Showcase: Cocktails, Conversation and Networking

Evening On-Own

Friday, February 10:

7:30 AM: Breakfast

8:30 AM – 9:45 AM: General Session & Keynote: Michael Greenough, Chairman of Complia Health,

owner of Granbury Technologies, a technology incubator firm

Mike Greenough is a noted expert in technology-enabled business and in the home care hospice space.

Mike will be speaking on the future of technology in our industry as well as provide you a viewpoint of

the future direction of Complia Health. Mike will provide unique perspectives you will not want to miss.

9:45 AM – 10: 15 AM: Partner Showcase and Networking Break

10:15 AM – 11:45 AM: Break Out Sessions with Track


C-Suite Session: 1:1 with Mike Greenough – pick the brain of one of the most successful

entrepreneurs in the home health technology space in the world.

11:45 AM – 12:30 PM – General Session and Send Off: Christopher Junker, CEO, Complia Health

CONFERENCE END

Main Conference Breakout Details:

Wednesday, February 8, 2016:

1:00 – 2:30 PM – Product Roadmap Breakouts:

Representatives and managers of each product – Procura, ContinuLink, Suncoast, Igea and

Progesa will be on hand to present a product roadmap presentation of coming upgrades and

features of each product. Each product will be represented in its own room.

3:00 PM to 4:30 PM – Breakout Session 1:

Effective Billing Practices for Commercial Insurance and Managed Care:

Track: Skilled and Unskilled Care; Emphasis: Finance

Lynn Labarta of IMark Consulting will present on effective billing practices of commercial

insurance and managed care organizations. Working with large insurers doesn’t have to be

scary or risky – Lynn will show you how.

Care Coordination in Unskilled Care/Long Term Care

Track: Skilled and Unskilled Care; Emphasis: Clinical

Kathy Spooner, a long-time veteran of the industry, and with Complia Health as a product

specialist will present detailed presentation on best practices in coordinating care for

continuing care situations.

Suncoast Version 8 Upgrade Process Preparation:

Track: Hospice & Palliative Care; Emphasis: Clinical

Suncoast Solutions professional services specialists will lead this critical session on how to ready

your organization to upgrade to the latest version of Suncoast by Complia Health software.

MORE BREAKOUTS TO COME IN THIS SESSION

Thursday, February 9, 2016

10:15 AM – 11:45 AM: Breakout Session 2

Transitional Care – Understanding and Ensuring Effective Care Practices

Kathleen Spooner of Complia Health will present this seminar on training and documenting

interventions to decrease hospital readmissions. The seminar covers changes to how your

clinicians assess, intervene and educate to prevent hospital readmissions.

Track: Skilled Care & Unskilled Care; Emphasis: Clinical

Nursing Recruitment and Hiring Best Practices

Jen Gosizk, a long-term veteran of the healthcare staffing industry, and SVP of Sales &

Marketing from Complia Health will present on best practices in Nursing Recruitment and

Hiring.

Track: Skilled Care and Unskilled Care; Emphasis: Operations

Reporting and Operational Tools in Suncoast Version 8

Compliance is one of the strength of Suncoast. This session will review the tools included in

Version 8 to proactively assist with ensuring your organization is compliant with both

organizational processes and regulations.

Track: Hospice and Palliative Care; Emphasis: Compliance


1:00 PM to 2:30 PM – Breakout Session 3

Why Staff Leave and How To Keep Them

Eric Sharber of Exact Recruiting will share with you ideas on improving your employee retention

through understanding of the triggers that cause them to leave and strategies on how to

prevent them from leaving.

Track: Skilled Care & Unskilled Care; Emphasis: Operations

Medicaid Doesn’t Have to Be Complicated

Long-time Home Care expert and Complia Health SVP of Sales Engineering, Scott Brashears,

along with Stewart Campbell, VP of Global Marketing from Complia Health present on helping

you plan your move from Medicare to Medicaid and how to keep it from being complicated.

Track: Skilled Care & Unskilled Care; Emphasis: Compliance

Training your Billing in Suncoast Version 8

While Version 8 focuses primarily on the clinical functionality in Suncoast, these enhancements

have an impact on how billers use the system. This session will provide a high level overview of

workflows and the client chart and discuss impact on the current billing process.

Track: Hospice and Palliative; Emphasis: Finance

Instituting Best Practices to improve Care Quality

Kathy Spooner of Complia Health will present on best practices that you can utilize to improve

your quality of care. With the implementation of Value Based Purchsing, and the HHCAPS

quality scores, this is an important topic for agencies.

Track: General Interest; Emphais: Clinical


3:00 PM to 4:30 PM – Breakout Session 4:

Electronic Billing – Utilizing Partners for Electronic Billing in ContinuLink

This session will demonstrate how ContinuLink supports using outside billing services to

manage electronic billing within the ContinuLink platform.

Track: Skilled Care and Unskilled Care; Emphasis: Finance

Effective Billing Practices in Medicare Utilizing Igea Software

Leysi Casanova, CEO of Diverse Medical Group, a billing consultancy will present on utilizing

Igea Software to effectively manage your Medicare billing

Track: Skilled Care and Unskilled Care; Emphasis: Financial

Reporting and Operational Tools in Suncoast Version 8

This session will provide a high level overview of the resources available to manage reporting

and operational needs in Version. Attendees will be view workflow and explore the impact of

this and other features on operation. Existing reporting tools will be reviewed along with

additional tools.

Track: Hospice and Palliative Care; Emphasis: Operations

Increase Medicare revenue & improve efficiency by automating NOE & SIA processes

This session, presented by Tara Mondock of eSolutions will present how the utilization of NOE

and SIA processes can help improve your Medicare revenue and improve the efficiency of your

Hospice/Palliative business.

Track: Hospice and Palliative; Emphasis: Finance

Forward-Thinking Workforce Development

Dawn Runge, Ph. D, from SAP will present an engaging look at how workforce development can

positively affect your results through development of cultures defined by meaningful work, rich

development opportunities through deep engagement and relationships, aligned personal and

work goals, and inspiring & collaborative leadership.

Track: General Interest; Emphasis: Operations

Friday, February 10, 2016:

10:15 AM – 11:45 AM:

ContinuLink Clinical Upgrade Preparation:

Be prepared to upgrade your organizations ContinuLink installation by attending this seminar

on the organizational steps you need to take to be ready to utlize the new ContinuLink POC

solutions.

Track: Skilled Care & Unskilled Care; Emphasis: IT

Training Your Clinical Staff for Suncoast Version 8

This session will provide a high level overview of Clinical enhancements in Version 8 and the

decision making organizations can make for upgrade. Attendees will view enhancements to the

referral process, workflows, Plan of Care, and IDG. Resources available for upgrade will also be

discussed.

Track: Hospice & Palliative Care; Emphasis: Clinical

Utilizing CRM Tactics to Help Market Your Business More Effectively

Tim Rowan, of Rowan Consulting and the Tim Rowan Home Healthcare Technology Report will

present how you can utilize digital marketing tactics, CRM tactics and Google on building your

business in the competitive marketplace.

Track: General Interest; Emphasis: Marketing

MORE BREAKOUTS TO COME THIS SESSION

Documents

Conference Details - Complia Health Health CARE 2017...Conference Details Summary: ... Monday and Tuesday, February 6 & 7, 2 Days Pre-Conference Training: Revenue Cycle Management