Tri-State Winter Institute 2016 Education. Interaction ...files.ctctcdn.com/230bf256301/828d5eb3-f29b-4ca2-b7d0-bbb8fd2def2a.pdf · Lyann Papan Arkansas Chapter Complete Care Charla

1 | 2016 Tri-State Winter Institute

Tr i-State Winter Inst i tute 2016

Education. Interaction. Action.– January 27-29, 2016 –

Tri-StateWinter

Institute

15TH

ANNUAL


•BKD,LLP

•CareViewCommunications

•ExecutiveHealthResources

•FranklinCollectionService

•Frost-ArnettCompany

•HealthcareFinancialServices,LLC

•HorneLLP

•MedShield,Inc./Healthcare ClaimsManagement

•MedeAnalytics

•MSCB,Inc.

•NetRevenueAssociates

•NuanceCommunications

•PatientMatters,LLC

•ProAssurance

•ProfessionalCreditManagement

•RevClaims,LLC

•RevenueRecoveryCorporation

•TruBridge

•WGUTennessee

CONFERENCE EXHIBITING SPONSORS

ConferenceExhibitingSponsors.....................2

EducationalCreditsInfo..................................3

CommitteeMembers.......................................3

ScheduleAtAGlance......................................4-5

EventDetails&Descriptions...........................6-16

RegistrationDetails.........................................17

Accommodations&Policies............................18

TABLE OF CONTENTS


EDUCATIONAL CREDITS

Arkansas Chapter HFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Arkansas Chapter HFMA is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor number 009840) Prerequisites and advance preparation are not required unless otherwise indicated.A maximum of 15 CPE credits is available. All courses are instruction method GROUP LIVE.

Mark Hartman Arkansas Chapter Spectrum Health Partners

David Butler Mississippi Chapter Horne LLP - Ridgeland

Doc Burchfield Tennessee Chapter University of Memphis

Julie Carpenter Arkansas Chapter Baptist Health - Little Rock

Lexie Fuller Mississippi Chapter Rush Foundation Hospital

Guice Smith Tennessee Chapter Stanton Chase

Lyann Papan Arkansas Chapter Complete Care

Charla Rowley Mississippi Chapter Southwest MS Regional Medical Center

John Bone Tennessee Chapter Revenue Recovery Corporation

Bryan Jackson President, Arkansas Chapter Jefferson Regional Medical Center

Rhonda Atkins President, Mississippi Chapter Magnolia Regional Health Center

Martha Calfee President, Tennessee Chapter Matheney Stees & Associates, PC

Tami Hill Arkansas Chapter Tristate Winter Institute Event Coordinator

Brad Adams Tennessee Chapter Vanderbilt University Medical Center Webmaster

Brent Beaulieu Arkansas Chapter Baptist Health - Little Rock CPE Coordinator

TRI-STATE WINTER INSTITUTE 2016 COmmITTEE


2 0 1 6 T r i s TAT e W i N T e r i N s T i T U T e

SCHEDULE AT A GLANCE

Wednesday, January 27TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

11:00 am - 5:00 pm Registration - Conference Foyer 2nd Floor

1:00 - 4:00 pm Exhibit Setup - Ballroom A, B, C, D & Conference Foyer

1:00 - 2:15 pm General Session MagnoliaSocial Media – Why Is It Important to Me and My Organization?

Chad PrestonTS1601

SKA

2:15 - 2:30 pm Refreshment Break - Registration Desk/Conference Foyer

2:30 - 3:45 pm General Session Magnolia Project Management in Healthcare Alan TaylorTS1602

SKA

3:45 - 4:00 pm Refreshment Break - Registration Desk/Conference Foyer

4:00 - 4:50 General Session MagnoliaProject Management in Healthcare(continued)

Alan TaylorTS1602

SKA

5:00 - 6:00 pm Board Meetings Tennesee - Natchez Mississippi - Board Room Arkansas - Memphis

6:00 - 7:30 pm Opening Reception with Exhibitors - Ballroom A, B, C, D & Conference Foyer

Thursday, January 28TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

7:00 am - 8:00 am Breakfast with Exhibitors - Ballroom A, B, C, D & Conference Foyer

7:00 am - 3:30 pm Registration - Conference Foyer

8:00 - 8:15 am Welcome - David Butler & Mark Hartman, Tristate Winter Institute Co-Chairs - Magnolia

8:15 - 9:30 am General Session Magnolia HFMA National Update: Go Beyond Mary MirabelliTS1603

SKA

9:30 - 10:00 am Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer

10:00 - 11:45 am General Session MagnoliaCommunication Bleeps and Blunders in Business

Todd HuntTS1604

SKA

11:45 am - 1:00 pm Lunch - Ballroom A, B, C, & D

1:00 - 2:15 pmConcurrentevents

Financial NatchezRisky Business—The Valuation of Healthcare Breaches

Todd ForgieTS1605

SKA

Revenue Cycle MagnoliaPatient Access 2.0 –The New Age Approach to Your Front-End Processes

Kristin GreenstreetTS1606

SKA

2:15 - 2:30 pm Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer


Financial NatchezFrom Volume to Value – Is It Real or Just Hype?

David WilliamsTS1607

SKA

Revenue Cycle Magnolia Expanding Mid-Cycle CollaborationBrad Cording & Chuck Lund

TS1608SKA

3:45 - 4:15 pm Break with Exhibitors - Ballroom A, B, C, D & Conference Foyer


Financial Natchez CFO Panel-Physician Integration Moderator / 3 PanelistsTS1609

SKA

Revenue Cycle MagnoliaEliminating Disputed Claims on the Front End

Chuck Lund & Brad Cording

TS1610SKA

5:30 - 6:30 pm Networking Reception with Exhibitors - Ballroom A, B, C & D

8:00 - 11:00 pm Networking After Hours – Automatic Slims


Friday, January 29TIME EVENT ROOM TOPIC SPEAKER COURSE

NO. &CPE TYPE

7:30 - 8:30 am Breakfast with Exhibitors - Ballroom A, B, C, D & Conference Foyer

8:30 - 9:45 am General Session MagnoliaInvestigating Medicare Fraud & Abuse

Jack J. Geren, Jr.TS1611SKA

9:45 - 10:15 am Break

10:15 - 11:30 am General Session MagnoliaUnderstanding Nonverbal Communication

Jan HargraveTS1612SKA

2 0 1 6 T r i s TAT e W i N T e r i N s T i T U T e

SCHEDULE AT A GLANCE


Wednesday, January 27

1:00-2:15pmGeneral Session | Magnolia

Social media – Why Is It Important to me and my Organization?

CPE Type: Specialized Knowledge and Application | 1.5 CPE Credits Level: Basic | Prerequisites - None | Course TS1601

Program Content: This session focuses on helping you utilize and understand the three main social mediums being used today: LinkedIn, Facebook, and Twitter. The first two are more common than the last and Twitter is the most misunderstood. We will address how to use it to help you grow personally and professionally. We will discuss pitfalls, dos and don’ts. We will cover terms such as retweet, likes, trolling, blocking, and hashtags…all while making it fun. So join us for an interactive session at #tristate16 and see what the fuss is about.

Learning Objectives: • Basic understanding of social media • Why would I or my organization want to join Twitter?• Benefits of My Timeline• How do I get the most out of my posts?• What NOT to do on social media

Chad PrestonVP Client services, Avectus HealthcareMr. Preston is VP Client Services for Avectus Healthcare, a Bolder Solutions Company. Prior to Avectus Healthcare, Preston was VP Business Development for Parallon Business Solutions. Preston entered into healthcare, helping pioneer the market of selling bad debt AR receivables with Premium Asset Recovery (PARC). An avid Volunteer fan, Preston resides in

Spring Hill, TN, has a beautiful wife of 17 yrs., 3 kids and a dog. Preston graduated from Illinois State University in Normal, IL.

2:30-3:45pm&4:00-4:50pmGeneral Session | Magnolia

Project management in Healthcare

CPE Type: Specialized Knowledge and Application | 2.5 CPE CreditsLevel: Basic | Prerequisites - None | Course TS1602

Program Content: Overview of Project Management methods and tools with specific reference to application in healthcare. Includes overview of Agile and Lean/Six Sigma.

Learning Objectives:• Gain knowledge and understanding of project management methods and tools• Learn from references to healthcare and healthcare case studies • Gain overview and benefits of Agile methodology• Gain knowledge and understanding of Lean and Six Sigma application in healthcare

EvENT DETAILS & DESCRIPTIONS


Alan TaylorBusiness Consultant, infoWorks, inc.Mr. Taylor is an experienced healthcare consultant with a proven track record in all facets of operational systems discipline, with concentrated expertise in planning and managing enterprise strategic solutions. Ability to lead organizations in business process redesign and technology architecture to optimize complex operational systems, achieving alignment with

corporate business, financial, and technical objectives. Proven success in leading multi -state, complex programs and developing and leading Project Management Offices in healthcare provider and health plan, and financial services organizations.education• Doctoral in Management - Information and Technology, University of Phoenix (in progress) Masters, Communications and Information Management, BayPath University, Longmeadow, MA• B.S., Math/Computer Science, Purdue University, West Lafayette, INCertifications• PMP with Project Management Institute (PMI) active• Certified Lean and Six Sigma Black Belt (QPS, Inc.- ASQ affiliate) active

Thursday, January 28

8:15-9:30amGeneral Session | Magnolia

HFmA National Update: Go Beyond


Program Content: As the healthcare industry continues to evolve, we’re being asked to Go Beyond our traditional roles and boundaries. This presentation will explore that trend and how it impacts not only the finance members of the team, but the team and the industry as a whole. The presentation will also cover how HFMA is Going Beyond to assist its members to thrive in this new era.

Learning Objectives: • Identify key trends in healthcare finance• Describe how these trends impact healthcare finance professionals• Discuss strategies for success in the current healthcare environment

Mary MirabelliVP, Global Practice-Healthcare, Hewlett Packard enterpriseMary Mirabelli, FHFMA, 2015-16 HFMA National Chair-Elect, is Vice President of Global Practice – Healthcare at Hewlett Packard Enterprise, and serves as Chair-Elect of HFMA’s National Board of Directors. A member of HFMA since 2003, Ms. Mirabelli’s involvement with the National Association includes serving on the National Board of Directors, Governance

Committee, National Advisory Council, Morgan Award Judging Committee, Healthcare Leadership Council, Early Careerist Task Force and Strategic Planning Committee. She is also a recipient of the Follmer Bronze Award. Other governance positions include the HCA Foundation Board, Vision Consulting, and she serves as Chair of the Federation of American Hospitals Health Information Technology Task Force. Ms. Mirabelli, a Fellow of HFMA, received her bachelor’s degree from the University of Illinois and she received her master’s in management from the J.L. Kellogg Graduate School of Management, Northwestern University.



Communication Bleeps and Blunders in Business


Program Content: You said one thing; your physician, patient or coworker heard something else. Nobody was wrong, but now everybody’s confused…and you have to deal with it! Laugh and learn as business humorist Todd Hunt inspires us to communicate so clearly that we’re understood and so precisely that we cannot possibly be MISunderstood.

Learning Objectives:• Better understand where listeners are “coming from,” and tailor communication styles to get the results needed• Discover the eight problem words that could cause confusion in the workplace• Re-think voice mail greetings to save time and improve efficiency

Todd HuntPresident, The Hunt Company Funnier than a business speaker; more informative than a comedian, Todd Hunt speaks to organizations that want to add fun to their events and send members back to work smiling – with tips to improve communication and success. His keynotes have captivated audiences at HFMA New Jersey, Georgia, Nebraska and Regions 4 and 11, plus Medical

Group Management Association, American Society of Ophthalmic Registered Nurses, Radiology Business Management Association, Washington State Medical Association, American Academy of Implant Dentistry and other healthcare and financial conferences.

As an executive with Ogilvy & Mather, one of the world’s largest advertising agencies, Todd learned the inner workings of communication. Additional positions with an insurance administrator, financial services provider and his own marketing company confirmed what he had suspected all along – we all miscommunicate! Using humor and a light touch, he’ll show us a better way to communicate.

1:00-2:15pmFinancial | Natchez

Risky Business—The valuation of Healthcare Breaches


Program Content: With all of the recent major breaches of healthcare entities including CHS, Anthem and UCLA Health System—it would be easy and correct to conclude the healthcare industry is under siege. The purpose of this session is to discuss the macro cyber security environment in which Healthcare has found itself, who the bad actors really are, how they get in and why they want our data. We will also discuss the potential ramifications and costs of a major breach to a healthcare enterprise. These costs often include revenue loss, brand devaluation, breach remediation, privacy services and more. Developing models appropriate for your business to effectively quantify its cyber risk will help the business make better decisions around mitigation investments. Worldwide, the cyber insurance market has more than doubled in size over the last five years as the industry grows to keep pace with the risks we are seeing. Unfortunately, many IT, Risk and financial professionals often still lack the requisite experience with cyber insurance policy terms and conditions to appropriately tailor cyber insurance to their enterprise’s needs.


Learning Objectives: • After this session participants will have a clear understanding of the macro healthcare breach landscape, the bad actors that are arrayed against the industry, and why they want our data.• Participants will learn the foundations of modeling the costs of a potential healthcare breach.• Participants will learn processes to effectively marry cyber policy to their organizations risk profile.

Todd ForgieVP iT & Managed services, MeDHOsT Todd Forgie is an experienced Information Technology executive with considerable expertise in building and delivering technology solutions and services that deliver business value. Leading the Information Technology organization at MEDHOST, Mr. Forgie has responsibility for Information Technology domains including strategy, governance, data center operations,

enterprise security, engineering, infrastructure service delivery, and cloud operations. In addition, he is Executive Director of MEDHOST Direct, a managed service business, delivering enterprise hospital and departmental systems to healthcare delivery organizations across the United States. Mr. Forgie and his teams are dedicated to helping MEDHOST Direct Customers better manage the business of healthcare by delivering significant value to hospitals and the communities they serve. Mr. Forgie is a Tennessee HIMSS Board Director. He earned a Bachelor of Science in Aerospace from Middle Tennessee State University and a Master’s in Business Administration from Vanderbilt University.

1:00-2:15pmRevenue Cycle | MagnoliaPatient Access 2.0 –The New Age Approach to Your Front-End Processes

CPE Type: Specialized Knowledge and Application | 1.5 CPE CreditsLevel: Intermediate| Prerequisites – Revenue Cycle Terminology | Course TS1606

Program Content: This presentation will focus on the need for change in Patient Access and some of the key trends emerging across the country for leading practice models. There will be opportunities to interact with others in the presentation and to learn about national models, case studies and industry changes. The discussions about new models will also focus on the patient experience and the link between improved customer service and the direct tie to improved revenue and reduced costs. The presentation will also include an overview of New Age Call Center concepts for front-end processes. Overall, the presentation will help you to prioritize changes in Patient Access that need to be made to improve the patient experience and financial impact of front-end processes.

Learning Objectives: After this presentation, attendees will:• Understand the need for change regarding shifting Patient Access models • Be able to explain some of the changing trends in Patient Access that will impact the design, implementation and sustainability of leading practice Revenue Cycle models• Be able to describe Patient Access processes focused on an enhanced patient-centered culture to enhance the patient experience, while still keeping an eye on reducing costs and improving overall efficiency• Understand a newly defined Patient Access model and the impact of automation, training and metrics• Participants will discuss case studies and experiences from high performing providers and relevant “lessons learned” from industries outside of healthcare that can be leveraged for leading practice models.


Kristin GreenstreetNational Business Leader – revenue Cycle Management, Navigant ConsultingMs. Greenstreet is a Managing Director and the National Business Leader for Revenue Cycle with the Healthcare team at Navigant Consulting. She has extensive experience in the management and the completion of revenue cycle improvement initiatives including financial and operational assessments, prioritization of strategic revenue cycle initiatives, and process

/ tool implementation. Ms. Greenstreet’s experience spans acute, physician practice and post-acute services. As a black belt in Lean Sigma, Ms. Greenstreet also focuses on the strategic design and implementation of leading practice models that encompass improved efficiency, financial performance and customer satisfaction. Ms. Greenstreet also has extensive Project Management Office experience with large health systems and has served as the leader for the design and implementation of shared service models, mergers/ acquisitions, ICD-10 preparation and the impact of upcoming reform on Revenue Cycle approaches. She has been asked to speak nationally on all of these projects and serves as a strategic business advisor for some of the largest organizations across the country.

2:30-3:45pmFinancial | NatchezFrom volume to value – Is it Real or Just Hype?


Program Content: This presentation will cover the current initiatives by payers to move from the traditional fee for service reimbursement system to one that rewards outcomes. David will review the bold goals of CMS and progressive organizations as they embrace anticipatory changes in the delivery of care.

Learning Objectives: After this presentation, attendees will:• Have an understanding of the probable impact on reimbursement and how care delivery models will evolve from its present state. Various scenarios will be covered that include Medicare’s ACO and bundled payment program in addition to case studies provided from the ACO Learning Network.• Understand the importance of actionable data and the difference between having available data and understanding how to apply it. • Participants will also learn the importance of having a culture shift at the clinical enterprise level.

David WilliamsPartner – revenue Cycle Management, HOrNe LLPDavid is a partner with HORNE LLP and has been providing services to Health Care Organizations for many years. He is an active member of HFMA and has served the MS Chapter, Region 9 and National in various roles. He currently serves as Region 9 Co-chair. David is a Certified Public Account, FHFMA and holds a Master of Public Health from the University of Southern MS.


2:30-3:45pmRevenue Cycle | MagnoliaExpanding mid-Cycle Collaboration


Program Content: As new regulations and trends progress and become more prominent—the Two-Midnight Rule, ICD-10, and value-based purchasing to name a few—it is critical for hospitals and healthcare systems to re-evaluate their staffing structures and revenue cycle processes to maximize reimbursement and further engage staff in improvement efforts. Effectively integrating physicians into clinical documentation improvement (CDI) initiatives and engaging coders to increase staff satisfaction are necessary components of a healthy and well-functioning interdepartmental team.

Bearing these things in mind, providers across the country continue to seek strategies that will promote accurate documentation while increasing staff engagement. This presentation will provide strategies and tactics, grounded in HBI member case studies, for augmenting inpatient clinical documentation improvement efforts, as well as provide potential compensation strategies to engage physician advocates. In addition, the program will outline proven methods for advancing outpatient mid-cycle performance as it relates to service documentation timeliness and completion. Finally, the group will be engaged in small group discussions regarding their experiences and leading practices related to collaboration between HIM and PFS as well as coder engagement and retention.

Learning Objectives: After this presentation, attendees will be able to:• Articulate the burning platform for expanding provider mid cycle revenue cycle functions and improving clinical documentation.• Apply the key value levers associated improved documentation and enhanced physician and coder engagement• Understand and be able to apply strategies for augmenting inpatient clinical documentation improvement efforts, as well as potential compensation strategies to engage physician advocates.• Understand and be able to apply methods for advancing outpatient mid-cycle performance as it relates to service documentation timeliness and completion.• Engage in discussions regarding their experiences and leading practices related to collaboration between HIM and PFS as well as coder engagement and retention.

Brad Cordingexecutive Director – HBi – Healthcare Business insightsBrad has extensive “hands-on” experience in various healthcare settings – small hospitals, ambulatory settings, academic medical centers, and long-term acute care facilities. Has a unique blend of experience as a consultant and operational leader. Currently, he oversees multiple client teams of consultants and project managers that have a proven track record

to deliver significant results. Prior to his work at HBI, Cording worked for a large national “full continuum” revenue cycle outsourcing firm, where he led revenue cycle improvement initiatives for front and back office operations, while collaborating with various revenue cycle and clinical leaders for alignment, innovations in operational effectiveness, revenue cycle optimization, and strategic growth. In that role, he created executive dashboards, which consisted of financial analysis, key performance indicators, and vendor statistics that were used for weekly huddles to track improvement initiatives performance. Brad received his BA from the University of Wisconsin – Oshkosh.


4:15-5:30pmFinancial | Natchez

CFO Panel – Physician Integration


Program Content: Three hospital Chief Financial Officers will discuss the commonalities and differences in their respective organization’s approach to physician integration. The panelists will discuss their organizations’ approach to both the financial and operational integration of the physician practices to those of the hospitals. The presentation will cover employed / contracted physician models as well as independent physician practices. Anticipated topics include electronic medical records, personnel, physician compensation, billing and collections, ancillary services and provider based status.

Learning Objectives:• Obtain an understanding of different approaches to integration of physician practices to a hospital.• Obtain an understanding of the challenges and benefits of the integration of physician practices.

Moderator - Mark Hartman Principal– spectrum Health PartnersMark Hartman has been in Healthcare management since 1993. Mr. Hartman has served in a variety of roles with various healthcare companies including Chief Executive Officer, Chief Financial Officer, Regional Chief Financial Officer and Executive Director just to name a few. Mark has worked with not-for-profit companies, for-profit companies, multi-specialty

physician offices, independent hospitals, affiliated group hospitals and other healthcare companies. He is a Certified Public Accountant and earned his Bachelors of Business Administration from the University of Central Arkansas. Mr. Hartman served as an Audit Manager with a certified public accounting firm for eight years, specializing in healthcare, prior to his history in healthcare management. In his spare time, Mark works with various civic, church and professional organizations. He remains active in Healthcare Financial Management Association having served as President of the Arkansas Chapter and is currently in the succession planning line to become Regional Executive for Region 9 in 2016. In 2012 Mark was awarded the prestigious honor of CFO of the Year for Large Private Companies by Arkansas Business.

Panelist - Brian CravensVP of Finance / CFO– Magnolia regional Health CenterBrian Craven is the SVP Finance/CFO of Magnolia Regional Health Center a 200-bed acute care community hospital that is jointly owned by the City of Corinth and Alcorn County, Mississippi. Prior to his role at Magnolia Mr. Craven had multi-facility roles with Lasis Healthcare in Franklin, TN and LifePoint Hospitals in Brentwood, TN. Mr. Craven has had

senior hospital financial leadership positions with hospitals in Alabama, Arizona, California, Florida, Kentucky,


Mississippi, Nevada, North Carolina, Texas, Virginia, and West Virginia.

Panelist - stuart HillVP Treasurer– Unity HealthStuart started at Unity Health | White County Medical Center in 1988 as CFO and continues to hold that position. He began his healthcare career with Baptist Memorial Hospital in Memphis, TN in 1977. He was instrumental in major hospital expansions (completed in 1998 and 2004) that added a total of 300,000 sq. ft. and 139 patient rooms and two hospital acquisitions

(2005 and 2015). During his tenure, assets have grown from $7 million to $270 million. Stuart has strategic involvement in the on-going operations of eleven clinics and three hospital locations. Unity Health currently holds a Standard and Poors rating of A/stable. Administrative responsibilities include direct and indirect reports of: Three Assistant VP’s; Accounting, Patient Financial Services, Revenue Cycle, Internal Audit/Decision Support, MIS/Communications, Materials Management, Engineering, Environmental Services, Case Mgmt, Coding, Lean, Laboratory, Cardiopulmonary, Pharmacy, Radiology, Cath Lab, and DME.

Panelist - Kris sandersCFO– Methodist Olive Branch HospitalKris Sanders graduated from Ole Miss with Bachelor degree in Business and Finance in 1998 and graduated from University of Memphis with Master’s degree in Health Administration in 2001. He has worked for LeBonheur Children’s Hospital, Boston-Baskin Cancer, Baptist Desoto Hospital, is the former CFO for Methodist Physician Alignment in Memphis, TN

and the current CFO for Methodist Olive Branch Hospital in Olive Branch, MS. He has served as an adjunct Professor of Healthcare Finance at the University of Memphis.

4:15-5:30pmRevenue Cycle | Magnolia

Eliminating Disputed Claims on the Front End


Program Content: At the beginning of 2015, an HBI Academy survey of over 100 hospitals indicated that healthcare organizations had experienced a significant increase in their denial write-offs in the previous fiscal year. This, in combination with shrinking profit margins and the subsequent need to secure every dollar owed, makes it essential for leaders to more effectively analyze and categorize denials. Analyzing the nature of denials provides opportunities to identify solutions for improving processes throughout the revenue cycle to eliminate the causes – many of which occur at the front end, before any claim is filed.

Even after pinpointing trends and assigning root causes, a careful consideration or re-evaluation of denials management and prevention models and strategies may be needed to truly maximize overturned denials and effectively address all audit requests.

Clearly, medical necessity denials are common causes for denial write-offs. To this end, it is increasingly crucial to involve clinical expertise in denials efforts as well. Since directly involving clinicians in the more financial aspects of healthcare can detract from time spent on patients, organizations may find success in designating staff with clinical expertise to denials management functions.

Physician advisors are uniquely equipped to assume a leadership role in denials management by reviewing medical necessity cases and writing appeal letters that utilize medical literature to support a patient’s stay.

This presentation will provide strategies and tactics to collect; analyze and address root causes of denied claims. In addition, it will provide participants with tools needed to develop a service line and clinic management communication network to enhance service authorization compliance. Attendees will be provided ideas in how to recruit and engage physician advisors to effectively dispute medical necessity denials and address their root cause.

The group will be engaged in small group discussions regarding their experiences and leading practices related to disputed claim root cause analysis and strategic risk mitigation.


Learning Objectives: After this presentation, attendees will be able to:• Articulate the burning financial platform for enhanced disputed claim data analytics and root cause identification.• Understand and have tools to create a plan to develop a service line and clinic management communication network.• Establish a strategy to effectively engage key clinical staff and physician advisors to effectively dispute and address their root cause.• Understand how to categorize denial reason codes into actionable improvement opportunities.• After this presentation, participants will be provided with an opportunity to collaborate with their peers to identify and apply leading practices to their own disputed claim root cause mitigation.

Chuck LundVice President & Practice Lead – HBi – Healthcare Business insights Chuck Lund, is Vice President and Practice Leader for Healthcare Business Insights’ (HBI) consulting practice. He comes to HBI with over 25 years of proven healthcare revenue transformation consulting skills, as well as having served as a successful system executive for one the nation’s largest healthcare systems. Most recently, Chuck served as Vice President

of Revenue Transformation & Client Services at Trinity Health, where he led major transformation and implementation initiatives within the full continuum of revenue management functional operations (Patient Access, Health Information Management, and Patient Financial Services). He was also responsible for client hospitals’ performance optimization and benchmarking; as well as shared services optimization. In addition to his tenure at Trinity Health, Chuck served in multiple leadership roles in EY, Capgemini, Accenture, and Deloitte’s healthcare revenue cycle practices. He received his MBA from Trinity University.

Friday, January 308:30-9:45amGeneral Session | Magnolia

Investigating medicare Fraud & Abuse


Program Content: This presentation will cover a basic understanding of HHS/OIG, such as who they are and where they get their cases from. In addition, a more in-depth discussion will be provided with respect to specific fraud areas, with real case examples.

Learning Objectives:• After this presentation, the audience will have a much better understanding of HHS/OIG and the types of cases that they investigate.• During this presentation, the audience will additionally learn of current trends being seen in healthcare fraud as well as the resources available to assist in combating them.


Jack J. Geren, Jr.special Agent– Office of inspector GeneralJack J. Geren, Jr. is a Special Agent assigned to the Dallas Regional Office of the U.S. Department of Health and Human Services, Office of the Inspector General, Office of Investigations. His responsibilities include the investigation of large, complex healthcare matters, including Qui-Tams and Voluntary Disclosures, and teaching and training of new

agents within OIG regarding health care fraud and abuse. In addition to his investigative duties, SA Geren is also the Lead Firearms Instructor and Regional Firearms Coordinator for the Dallas Region. Prior to joining the OIG in 1998, SA Geren was an Investigator for 3 years with the United States Attorney’s Office, Eastern District of Texas and a Financial Analyst with the Federal Bureau of Investigation, serving 5 years in the Bureau in Dallas, Texas. He possesses a Bachelor of Business Administration Degree in Finance & Banking from the University of North Texas and is a Certified Fraud Specialist. SA Geren has received numerous awards from the OIG, the FBI, and the Department of Justice regarding his work in White-Collar Crime cases. His work has resulted in excess of 50 criminal convictions and $170 million in civil settlements and restitution ordered to be paid back to the Medicare Program. SA Geren has made numerous presentations, including ones at the National Healthcare Anti-Fraud Association (NHCAA); Federal Law Enforcement Training Center; Center for Medicare and Medicaid Services; HHS-OIG Special Agents Basic Training; UTSW School of Orthotics & Prosthetics; UT Tyler Health Science Center; East Texas Medical Center; American Association of Professional Coders; and the Association of Government Accountants.


Understanding Nonverbal Communication


Program Content: It’s a scientific fact that a person’s body gestures give away his true intentions. Actually, over ninety percent of all face-to-face communication is nonverbal; thus, the silent messages of the body often reveal more than the spoken word in conveying true feelings and attitudes. Jan Hargrave, expert in the field of nonverbal communication and author of Let Me See Your Body Talk, Freeway of Love, Judge the Jury, Strictly Business Body Language, and Poker Face, helps you discover how to:

• Display confidence and make a more positive impression.• Communicate ideas more powerfully.• Detect the “micro-expressions” of deception. • Recognize cultural nonverbal diversity and global customs.• Develop nonverbal leadership competencies.• Read others—what they say and, more importantly, what they try desperately not to say.• Understand quick ways to sharpen rapport…mirroring/matching.• Identify verbal objections before they are expressed.

Clear, practical and fun, this seminar offers a wealth of detailed information concerning the “hidden messages” of those around you as well as yourself. Jan Hargrave’s fascinating presentation gives you the advantages you need to make in-depth character assessments, as well as an increased ability to develop ethical nonverbal behaviors in all professional relationships. Knowledge of this information can spell the difference between success or failure in every encounter.


Learning Objectives:•Learn to develop/articulate positive body language during presentations and how to appear confident when nervous.• Learn how to tell if someone is lying to you.• Recognize the hidden power of your handshake.• Understand acceptable and unacceptable cultural body language. Explore sensitivities in various cultures.• Turn a job interview into a job by recognizing positive body language signals. Identify power plays for successful self-selling.

Jan HargraveForensic Body Language expert – Jan Hargrave and Associates Jan Latiolais Hargrave teaches you the ways in which your body communicates to the world around you. Her information could help you to “read” your customers, your family, your students, your associates, in fact, everyone around you. Author of Let Me See Your Body Talk, Freeway of Love, Judge The Jury and Strictly Business Body Language, this popular

speaker, distinguished educator, talk-show guest of The Lifetime Channel, Fox News, The Maury Povich Show, E-Entertainment Television and others, describes for you all “hidden messages” you use in your everyday life and shows you how to stop the lies and uncover the truth—in any conversation or situation.

Working with thousands in the field of personal growth and self-expression through seminars and workshops for the past 10 years, Ms. Hargrave continues to inspire many of today’s leading corporations. Her expertise concerning nonverbal communication in the courtroom and witness preparation, plus her membership in the American College of Forensic Examiners, proves to be the topics of interest in her presentations to various legal groups, Bench and Bar Associations across the country.

The Cajun French Ms. Hargrave was born to French-Acadian parents in the unique “Joie de Vivre” (Joy of Life) culture of southwest Louisiana and as a result, sprinkles her captivating presentations with entertaining Ragin’ Cajun folkloric tales.

Nonverbal communication—“Body Language”—often communicates a different message from the spoken word. Jan proves with her contagious warmth, wit, and humor that there is a method, and a style, to success. Bring your body, your curiosity, your sense of humor and learn what your body—and the body of others—is communicating to the world.


Registration InformationRegister online at www.tristateinstitute.org

Registration Type By January 6, 2016 January 7, 2016 or later

HFMA Member Full Conference ....................$300.00 .....................................$350.00

Non-HFMA Member Full Conference ..........$325.00 ......................................$375.00

HFMA Member qualifying for .........................$150.00 .......................................$200.00 provider discount*

Non-HFMA Member qualifying for ...............$175.00 .......................................$225.00 provider discount*

*Qualifying Provider: For purposes of determining the ‘Provider Discount’ an attendee must be a healthcare

professional working directly for a hospital or some other facility which provides healthcare services to patients.

Please make checks payable to: Tri-State Winter Institute and mail to:

Tri-State Winter Institute | ATTN: Tami J. Hill, Registrar | 419 Natural Resources Drive | Little Rock, AR 72205

Refunds and CancellationsIf cancellations are received after January 6, 2016, only 50% of the registration fee is refundable. Registrants who do not cancel, cancel the day of the meeting (Wednesday), or fail to attend must pay the entire fee. Substitutions, however, are permitted. Cancellations and refund requests must be emailed. Phone and voicemail are not valid forms of communication. For more information regarding administrative policies such as complaint and refund, please contact:

Tami Hill(501) [email protected]

Educational Credits

This program contains a total of 15 CPE credits if all possible sessions are attended.

To receive CPE credits, you must sign in for each individual

session you attend. Sign-in registers are provided for those

individuals who sign and register that they need a CPE

certificate. Sign-in registers will be located in each session room.

If your name is not printed on the register, be sure to print your

name legibly on the one of the blank lines at the end and sign

next to your name and check the box you need a certificate.

CPE Certificates will be emailed to each participant following

the meeting. Keep a copy of this program along with your

certificate for your records.

National Registry of CPE Sponsors ID Number 104700Texas State Board of Public Accountancy CPE Sponsor ID Number 009840


Hotel and Conference AccommodationsSheraton Downtown, Memphis, TNThe hotel room rate is $119 plus fees & taxes for the nights of 1/26/16 thru 1/28/16. Rooms may be reserved by calling the Sheraton Downtown at 1-800-325-3535 before January 6, 2016. Please be sure to mention Group name Healthcare Financial Management to receive this rate. Online reservation is available. Check-in time is 3:00 p.m. and check-out time is 12:00 p.m. The bell desk is happy to store luggage for any early arrivals until check-in. Please Note: Sheraton does require that the first night’s room and tax deposit accompany the reservation request (a major credit card number may be used to guarantee a room in lieu of a deposit). The deposit is non-refundable if cancellation occurs within 24 hours of arrival.

Hotel Reservation DeadlineJanuary 6, 2016

Reservations by PhoneCall 1-800-325-3535 and be sure to mention Healthcare Financial Management.

Online Reservationshttps://www.starwoodmeeting.com/events/start.action?id=1508108405&key=255B161E

Dress and Smoking Policy“Business casual” attire is appropriate for all educational meetings and activities. A “No Smoking Policy” has been adopted for all meetings.

Speaker Presentation HandoutsHandouts will be made available electronically 3 days prior to the meeting. All attendees will receive an email notifying them that the handouts are available on the Tristate Winter Institute website at tristateinstitute.org so you can download and/or bring to the meeting if you choose.

Special Dietary NeedsPlease contact Tami Hill at [email protected] of any special dietary needs, so we can try to accommodate your request.

Door PrizesThere will be prize drawings held on Friday, January 29th at the close of the meeting. You must be present to win.

15TH

ANNUAL

www.tr istateinst i tute .org

Tri-StateWinter

Institute

Documents

Tri-State Winter Institute 2016 Education. Interaction ...files.ctctcdn.com/230bf256301/828d5eb3-f29b-4ca2-b7d0-bbb8fd2def2a.pdf · Lyann Papan Arkansas Chapter Complete Care Charla