Tri-State Winter Institute 2015 Education. Interaction. Action. January 28-30, 2015

Transcription

1 Tri-State Winter Institute 2015 Education. Interaction. Action. January 28-30, 2015 Tri-State Winter Institute Tri-State Winter Institute

2 W hat better way is there to start off the year than to attend the HFMA Tri-State Winter Institute? The conference this year is going to be better than ever. The Tri-State Committee has done an outstanding job of putting together an extremely high quality list of presentations along with top-notch presenters. After looking through the agenda, I am certain you will whole-heartedly agree. It has been an unconditional pleasure for me to lead the Committee again. After last year, I knew it would be very difficult to improve, however, the Committee was more than up to the challenge. Mark Hartman 2015 Tri-State Winter Institute Chair Education - While there are many reasons for us to come together for this conference, EDUCATION is always priority one. So even though entertainment, networking and food are all important aspects of putting together a successful conference, the main focus is and always will be to have the best education sessions possible. We will start with Dr. Bobby Robbins, CEO of Texas Medical Center. Dr. Robbins will speak on how he has led Texas Medical Center in building collaborations in order to improve both clinical and financial outcomes. Finally we will end with Ridley Barron as he brings his story to us about his life experiences of family, care givers and hospitals. The pages between these two covers make for an exciting book. The variety of topics are too numerous to detail here, so please see the detailed agenda. Networking - As mentioned earlier, this is a very important part of our conference as well. In addition to the Thursday evening dinner and dance there are many other opportunities for meeting up with your colleagues and old friends as well as making a few new acquaintances. The layout of the break area will be much better and allow everyone access to the exhibitors without stepping on top of each other. There will also be break times all three days and another networking opportunity Wednesday evening. So after each day of having your mind stretched to learn all which is being presented, get ready to relax and enjoy some great entertainment. Registration - NOW is the time register for the conference. In registering by January 13th you receive the early bird discounts. Also, there is a discount this year for those who are employed by a provider. We hope you will join us for this most excellent conference. Please be sure and use the registration form included in this brochure or better yet, help save a tree and go online at to register. Remember the dates of the conference are January 28 30, Early room reservations are only $55 plus tax per night. We hope to have you join us at the Gold Strike Casino and Resort for the HFMA Tri-State Winter Institute. Please pass this on to others who you believe might obtain benefit in attending. We are extremely excited to bring this fantastic opportunity to everyone again this year and look forward to seeing you in Tunica! Tri-State Winter Institute

3 TABLE OF CONTENTS Conference Exhibiting Sponsors...3 Educational Credits Info...4 Committee Members...4 Event Details & Descriptions Registration Details...17 Accommodations & Policies...18 Schedule At A Glance CONFERENCE EXHIBITING SPONSORS Advanced Plan for Health (APH) ARS Collections Arthur J. Gallagher & Co., Inc. Avadyne Health Avectus Healthcare BKD Executive Health Resources Franklin Collection Service Inc. Frost-Arnett Company Halley Consulting High Cotton PatientMatters Med A/Rx Medical Reimbursements of America (MRA) MSCB Inc. Patientco Professional Credit Management Professional Finance Company, Inc. ProSource Billing and J.C. Christensen & Associates RevClaims Revenue Recovery Corporation RGL Associates, Inc. TruBridge Xtend Healthcare Tri-State Winter Institute

4 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: 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 ) 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. TRI-STATE WINTER INSTITUTE 2015 COMMITTEE Rhonda Atkins President, Mississippi Chapter Magnolia Regional Health Center Jim Beck Tennessee Chapter Doc Burchfield President, Tennessee Chapter University of Memphis David Butler Mississippi Chapter Horne LLP - Ridgeland Julie Carpenter Arkansas Chapter Baptist Health - Little Rock Lexie Fuller Mississippi Chapter Rush Foundation Hospital Mark Hartman Arkansas Chapter Hartman Executive and Leadership Services Sharron Holland Tennessee Chapter Baptist Memorial - Huntingdon Guice Smith Tennessee Chapter Stanton Chase Trisha Smith Arkansas Chapter University of Arkansas David Williams Mississippi Chapter Horne LLP Tracy Young President, Arkansas Chapter BKD, LLP Brad Adams Tennessee Chapter Vanderbilt University Medical Center Brent Beaulieu Arkansas Chapter Baptist Health - Little Rock Tami Hill Arkansas Chapter Tri-State Winter Institute

5 2015 TRISTATE WINTER INSTITUTE SCHEDULE AT A GLANCE CPE TYPES - SPECIALIZED KNOWLEDGE & APPLICATION A&A - ACCOUNTING & AUDITING RE - REGULATORY ETHICS Wednesday, January 28 TIME EVENT ROOM TOPIC SPEAKER CPE TYPE 11:00 am - 5:00 pm Registration - Conference Foyer 1:00-4:00 pm Exhibit Setup - Ballroom A, B, C and Conference Foyer 1:00-2:15 pm General Session Millenium Theatre 2:15-2:30 pm Refreshment Break - Registration Desk/Conference Foyer 2:30-3:45 pm General Session Millenium Theatre 3:45-4:00 pm Refreshment Break - Registration Desk/Conference Foyer 4:00-4:50 General Session Millenium Theatre Building Collaborations The Texas Medical Center Experience Evidence Based Medicine and Financial Symbiosis: The Case for Clinical Performance Improvement All Population Health Management is Local 5:00-6:00 pm Board Meetings Tennesee - Tupleo Mississippi - Magnolia Arkansas - Dogwood 6:00-7:30 pm Opening Reception with Exhibitors - Ballroom A, B, C and Conference Foyer Dr. Bobby Robbins Dr. Andrew M. Wilhelm Dr. Mark Thomas Thursday, January 29 TIME EVENT ROOM TOPIC SPEAKER CPE TYPE 7:00 am - 8:00 am Breakfast with Exhibitors - Ballroom A, B, C and Conference Foyer 7:00 am - 3:30 pm Registration - Conference Foyer 8:00-8:15 am Welcome - Mark Hartman, Tristate Winter Institute Chair - Milennium Theatre 8:15-9:30 am General Session Millenium Theatre Fun With Payment Models and A HFMA National Update Melinda Hancock 9:30-10:00 am Break with Exhibitors - Ballroom A, B, C and Conference Foyer 10:00-11:45 am General Session Millenium Theatre 11:45 am - 1:00 pm Lunch - Ballroom A, B & C 1:00-2:15 pm Concurrent Events Financial Revenue Cycle Magnolia Millenium Theatre CMS Innovation Center- Moving Away From FFS 2:15-2:30 pm Break with Exhibitors - Ballroom A, B, C and Conference Foyer 2:30-3:45 pm Concurrent Events Financial Revenue Cycle Magnolia Millenium Theatre Accounting and Auditing Update for the Health Care Industry Attacking the 2 midnight rule Lessons learned, updates and better practice implementation ideas to document and keep your inpatients. EHR Compliance, Payment, and AIU Audits Attacking the 2 Midnight Rule Lessons Learned, Updates and Better Practice Implementation Ideas to Document and Keep Your Inpatients (Continued) 3:45-4:15 pm Break with Exhibitors - Ballroom A, B, C and Conference Foyer Thursday continued on next page Valinda Rutledge Kade Moody Day Egusquiza Michael Orr & Travis Skinner Day Egusquiza A&A RE Tri-State Winter Institute

6 2015 TRISTATE WINTER INSTITUTE SCHEDULE AT A GLANCE CPE TYPES - SPECIALIZED KNOWLEDGE & APPLICATION A&A - ACCOUNTING & AUDITING RE - REGULATORY ETHICS Thursday, January 29 continued 4:15-5:30 pm Concurrent Events TIME EVENT ROOM TOPIC SPEAKER CPE TYPE Financial Revenue Cycle Financial Magnolia Millenium Theatre Dogwood 6:00-7:30 pm Reception Buffet Dinner - Ballroom A, B & C 7:30-11:30 pm Entertainment - Almost Famous - Ballroom A, B & C Rolling Forecasting: A Strategy for Effective Financial Management Engaging Your Physicians To Improve Documentation Confessions of an Internal Auditor: IT Edition Debra Miller John Zelem Brad Adams A&A Friday, January 30 TIME EVENT ROOM TOPIC SPEAKER CPE TYPE 7:30-8:30 am Breakfast with Exhibitors - Ballroom A, B, C and Conference Foyer 10:30 am Exhibit Breakdown - Ballroom A, B, C and Conference Foyer 8:30-9:45 am General Session Millenium Theatre Every 1/2 Second Counts Ridley Barron 9:45-10:15 am 10:15-11:30 am General Session Millenium Theatre Every 1/2 Second Counts (Continued) Ridley Barron Tri-State Winter Institute

7 EVENT DETAILS & DESCRIPTIONS Wednesday, January 28 1:00-2:15 pm General Session Millenium Theatre Building Collaborations The Texas Medical Center Experience SPONSORED BY: CPE Type: Specialized Knowledge and Application 1.5 CPE Credits Level: Intermediate Prerequisites: General understanding of basic healthcare and medical center functions. Course TS1501 Program Content: Dr. Robbins will discuss his focus on building cooperative strategic programs among the fifty-four member institutions in the Texas Medical Center. Learning Objectives: Participants will gain an improved understanding of the strategic vision of the Texas Medical Center and the changing landscape of the south under health care reform. Robert C Robbins, M.D. President and CEO, Texas Medical Center - Houston, Texas Dr. Robbins became President and CEO of the Texas Medical Center in November, Prior to that he was professor and chairman of the Department of Cardiothoracic Surgery at Stanford University School of Medicine, where he served as a member of the faculty since He served as director of the Stanford Cardiovascular Institute, of the Heart- Lung and Lung Transplantation Programs, and of the Cardiothoracic Transplantation Laboratory. Dr. Robbins is an internationally recognized cardiac surgeon who has focused his clinical efforts on acquired cardiac diseases with a special expertise in the surgical treatment of congestive heart failure. He has served as the guest editor of the Circulation Surgical Supplement; president of the International Society of Heart and Lung Transplantation; president of the Bay Area Society of Thoracic Surgeons; and chair of the American Heart Association s Cardiovascular Surgery and Anesthesia Council. In California, he served on the Board of Directors for two publicly traded companies and as director for several other privately held Bay Area biotechnology firms. He currently serves as president of the American Heart Association Western States Affiliate. Dr. Robbins is an ex-officio of the Houston Livestock Show & Rodeo, sits on the Advisory Board of the Ronald McDonald House in Houston, and on the Board of the Texas Medical Center, the Greater Houston Partnership, the Greater Houston Convention and Visitors Bureau, the Houston Academy of Medicine Texas Medical Center Library, and the Houston Technology Center. 2:30-3:45 pm General Session Millenium Theatre Evidence Based Medicine and Financial Symbiosis: The Case for Clinical Performance Improvement CPE Type: Specialized Knowledge and Application 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1502 Program Content: This lecture will go through multiple evidence based clinical performance improvement projects that we have implemented over the last 2 years in the Medical ICU. The projects were designed to improve patient care by implementing evidence based guidelines and recommendations. The lecture will include the components of the process improvement projects including results and sustainability. The financial sequela of the results - some theoretical and some actual - will also be discussed. The goal of this hour is to highlight the simple premise, what is good for the patient is good for the hospital. Evidence based implementation of clinical performance improvement is paramount to optimizing patient care and achieving healthcare s financial sustainability Tri-State Winter Institute

8 Learning Objectives: Address the importance of evidence based medicine practice to maintain provider buy-in for change. Evidence based medicine can be optimized with system improvements. Representation of results and logical system changes are the key to sustainability. Financial priorities and evidence based clinical practice can be symbiotic and synergistic. Andrew M. Wilhelm, D.O. Director of MICU, University of Mississippi Medical Center Andrew earned a B.S. from University of Notre Dame in 1999 and spent the following year performing pharmaceutically funded clinical research for the Division of Nephrology at Vanderbilt University. He graduated with D.O. from Lake Erie College of Osteopathic Medicine and completed internship and residency at the University of Mississippi Medical Center (UMMC). He completed a chief resident year at UMMC and moved to Birmingham, AL where he completed a three year fellowship in pulmonary and critical care. He is board certified in internal medicine, pulmonary medicine, and critical care medicine and currently serves as Assistant Professor of Medicine and Pulmonary/Critical Care at UMMC. As director of the medical intensive care unit, Andrew has developed an interest in improving healthcare quality and efficiency by implementation of evidence-based medicine process improvement schemes. He completed the Advance Training Program at the Healthcare Delivery Institute to understand context and develop tools for improved healthcare delivery in the current reimbursement environment. In two years, his team has implemented a Pain, Agitation, and Delirium medication protocol, DKA protocol, progressive mobility protocol, early chaplain referral trigger tool and a tool to track nursing accountability (FLARE frustrated leaders against recurring events). Financial models suggest these improvements in patient care will decrease hospital costs by $2-3 million annually. Though Andrew s clinical interests remain in COPD and critical care, he currently serves as co-chair of the institutional Quality Board and member of the Clinical Advisory Group to the Chief Medical Officer. He is on the Institutional Strategic Planning Committee. He is also an active member of the Pathos Project at the University of Notre Dame a grass roots effort to preserve the importance of humanity in education and he serves on the Board of Trustees for the CHEST Foundation of the American College of Chest Physicians. Andrew has participated in medical service trips to South Africa, Peru, and Haiti. He lives with his wife, an allergy physician, in Jackson, MS. 4:00-4:50 pm General Session Millenium Theatre All Population Health Management is Local CPE Type: Specialized Knowledge and Application 1 CPE Credit Level: Basic Prerequisites: None Course TS1503 Program Content: The Affordable Care Act has changed the way hospitals do business. Our business model must adapt by focusing on collaborations between health plan administrators, physicians, and patients to keep patients healthy and out of the hospital. Care Partners at Washington Regional Medical Center combines hightech data sharing of claims and clinical data, across the spectrum of care and locally based high-touch care management with care manager RNs and student health coaches to achieve these goals. Learning Objectives: Care management principles: knowing what s important. Changing the culture of utilization: challenges for boards, physicians, and patients. Expanding your workforce while reducing costs. Focusing on the post acute period: simple opportunities to reduce utilization and improve patient experience Tri-State Winter Institute

9 Mark S. Thomas MD Director of Clinic Medical Affairs and Palliative Care, Washington Regional Medical Center Mark S. Thomas, MD, earned his undergraduate degree in economics from Harvard College, and his medical degree from the University of Massachusetts. He completed his residency in family practice at the University of Oklahoma. Dr. Thomas previously was an Assistant Professor of Family Medicine at the University of Oklahoma for Health Sciences and at the University of Arkansas for Medical Sciences. He is certified by the American Board of Family Practice. He has served as Chief of Staff and a member of the board of directors at Washington Regional Medical Center. Currently he serves as the director of clinic medical affairs and medical director of the Palliative Care Team at Washington Regional Medical Center. Thursday, January 29 8:15-9:30 am General Session Millenium Theatre Fun With Payment Models and A HFMA National Update CPE Type: Specialized Knowledge and Application 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1504 Program Content: In the context of industry forces that are driving value-based payment, this presentation will trace the evolution of healthcare payment models and offer examples of providers that have successfully adopted value-based payment. The session also will cover ongoing challenges related to new payment models as well as best practices and strategies for success. Learning Objectives: After this presentation, attendees should be able to: Identify forces in the market that are driving change in payment models. Describe major payment models. Discuss examples of providers that have successfully implemented value-based payment. Describe best practices and strategies for success under new payment models. Melinda Hancock Partner, DHG Healthcare Melinda is a partner with the CFO Advisory practice and has specific responsibility for developing DHG Healthcare s next generation financial modeling products and services related to a variety of revenue transformation business issues, including the transition from fee for service to non FFS payment models. Melinda has more than 22 years of healthcare experience in the public and industry sectors and most recently was Senior Vice President and Chief Financial Officer of Bon Secours Virginia Health System. Since joining Dixon Hughes Goodman, Melinda s engagements have involved the active planning for and education of the transition into new payment models. She has assisted health systems and other entities understand their opportunities and protect their revenues with this transition as it relates to government and commercial products. She has also assisted in the development of dynamic financial modeling that helps entities assess the financial impact of these programs against the standard financial plan. A member of HFMA since 1994, Melinda s involvement has been at the National and Chapter level in a variety of leadership positions and she is currently the national chair-elect. In this national role as well as in her role at DHG, Melinda speaks regularly on a national and regional basis on topics such as payment models, risk capability, the fundamentals of the ACA, pricing transparency and other pertinent issues facing our industry. Melina has also authored/co-authored several articles related to finance s role in clinical transformation, development of staff in the reform era and most recently on risk capability and Tri-State Winter Institute

10 maximizing the new ACA mandatory payment models. She has served a variety of not for profit boards including churches, Habitat for Humanity, American Red Cross, other health related organizations and volunteers in food banks. 10:00-11:45 am General Session Millenium Theatre CMS Innovation Center- Moving Away From FFS CPE Type: Specialized Knowledge and Application 2 CPE Credits Level: Basic Prerequisites: None Course TS1505 Program Content: This session will describe the establishment, organization and goals of CMMI (Center for Medicare and Medicaid Innovation). Each of the major CMMI pilots will be described in detail with the potential future impact on provider organizations such as hospitals and physicians shared. The Presenter will also discuss how participation in these pilots can assist healthcare systems in transforming their business models with successful examples illustrated. The published results of these projects will be presented with the discussion including how these projects and their results can ultimately change the payment and delivery models in the nation. Learning Objectives: After this presentation, attendees should be able to: Identify the CMMI projects that are currently ongoing. Understand the impact of the CMMI projects on delivery systems. Valinda Rutledge CEO /President, Rutledge Health Care Consulting Valinda Rutledge worked as a Senior Advisor and Group Director for the Patient Care Models Group within the Centers of Medicare and Medicaid Innovation (CMMI) where she led the development and roll out of the Bundled Payment for Care Improvement Initiative, Strong Start perinatal care and other National programs. She is currently the President/CEO of Rutledge Health Care Consulting; a national firm that focuses on assisting States, IDNs, and start-up companies to transform their business models. Before joining the CMS, Rutledge served as the Chief Executive Officer of CaroMont Health in Gastonia, North Carolina where she led the development of the 210 day bundled knee payment arrangement between CaroMont Health and North Carolina s largest health insurer, Blue Cross and Blue Shield of North Carolina. Prior to CaroMont Health, Rutledge was Chief Executive Officer of Bon Secours Saint Francis Health System in Greenville, South Carolina. While at Bon Secours, she led the development of a groundbreaking partnership between Michelin of North America and Bon Secours, delivering chronic disease management with the pilot focusing on employees and their families with diabetes. Currently she serves on the following National Scientific Advisory Boards- NaviHealth, VHA, and Doctor s Evidence. Rutledge is frequently sought out as a national speaker in the areas of payment transformation for both the private and public sector. 1:00-2:15 pm Financial Magnolia Accounting and Auditing Update for the Health Care Industry CPE Type: Accounting & Auditing 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1506 Program Content: Keep abreast of the fast-paced changes in accounting and auditing. This presentation covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas. With the rate of change in today s regulatory environment, you must stay current on all of the topics impacting the profession Tri-State Winter Institute

11 Learning Objectives: After this presentation, attendees should be able to: Identify and apply recently issued FASB standards and guidance. Anticipate forthcoming standards in accounting and auditing. Kade Moody Partner, Director of Health Care Assurance, HORNE LLP Kade Moody, CPA, is a partner at HORNE LLP and serves as the director of health care assurance services. He specializes in providing assurance and advisory services to clients in the health care industry. He is also the firm s Audit Quality Partner as designated by the Governmental Audit Quality Center. Kade joined HORNE in 2002 after beginning his career with an international accounting firm. He has more than 20 years of experience in public accounting providing assurance and advisory services to many of the Southeast s largest privately owned companies, nonprofit and tribal organizations and governmental agencies. He has extensive experience providing enterprise risk management services to the private sector and state agencies. He also has primary responsibility for the firm s services to covered entities participating in the federal 340B Drug Discount Program. Kade earned his Bachelor of Science in Accounting from the University of Southern Mississippi. His professional affiliations are the American Institute of Certified Public Accountants, Healthcare Financial Management Association, American Health Lawyers Association and Mississippi Society of Certified Public Accountants. 1:00-2:15 pm & 2:30-3:45 pm Revenue Cycle Millenium Theatre Attacking the 2 midnight rule Lessons learned, updates and better practice implementation ideas to document and keep your inpatients. CPE Type: Specialized Knowledge and Application 3 CPE Credits Level: Intermediate Prerequisites: Basic understanding of Medicare s inpatient rule - 2 midnight requirement Course TS1507 Program Content: This operational focused training will address the probe and educate findings with a focus on identifying opportunities for documenting and keeping the inpatients. Additional educational focus will be for utilization review and physician how to uses to help eliminate bad habits and improve the patient story. Learning Objectives: After this presentation, attendees should be able to: Learn the highlights from the probe and findings from the MAC audits. Gain an understanding of the 2 different types: 2 midnight presumption and 2 midnight benchmark and how to document accordingly. Day Egusquiza President, AR Systems, Inc. Day Egusquiza brings over 30 years experience in health care reimbursement, hospital business office operations (20 years in an Idaho hospital), contracting and compliance implementation. Additionally, her experience includes eight years as a Director of a Physician Medical Management billing service which included completing an integrated business office between a hospital and a large multi-specialty physician clinic. She has been an entrepreneur in hospital and physician practice accounts receivable management and a leader in redesigning numerous organizations. Her work includes providing guidance as a compliance & reimbursement educator while providing operational insight on the revenue cycle impacts of RAC/Medicare Recovery Audit Contractors. Additionally, she has been instrumental in researching and preparing national education on the impact of the Prescription Drug Benefit. ICD 10 is also on the list of fun projects with audit and boot camps. Day s strength is her ability to operationalize complex regulations into teachable components. Ms Egusquiza is a nationally Tri-State Winter Institute

12 recognized speaker on continuous quality improvement (CQI), benchmarking, redesigning, reimbursement systems and implementing an operational focus of compliance- both in hospitals and practices. She has been on the AAHAM National Advisory Council, HFMA National Advisory Council, is a past President of the Idaho HFMA Chapter & recently received the Lifetime Achievement Award. She has been highlighted in JCAHO s Six Hospitals in Search of Excellence, Zimmerman s Receivable Report, HFMA s HFM and Patient Account, AHIA Prospective, and numerous healthcare newsletters along with a contributing author to 2006 Health Law and Compliance Update. She received the Idaho Hospital Association Distinguished Service Award for her legislative work and training on new indigent law. Attendees at HFMA s ANI rated her in the top 25% for each year she has presented, earning her the Distinguished Speaker award. 2:30-3:45 pm Financial Magnolia EHR Compliance, Payment, and AIU Audits CPE Type: Regulatory Ethics 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1508 Program Content: This presentation will cover the different types of EHR audits. The presentation will also discuss the nature and scope of the different EHR audits. Best Practices, common pitfalls as well as mitigation strategies will also be discussed. This topic focuses on an area that is receiving a high degree of scrutiny from regulatory authorities and MACs. A good deal of press has been focused on the significant paybacks resulting from the Meaningful Use Compliance Audits and their all or nothing results failure on one minor measure could result in recoupment of both Medicare and Medicaid funding for the program year under audit as well as trigger audits for other program years. The program will be discussing audit preparedness as well as focusing on a few key areas that appear to be common problems at many facilities. The mechanics of handling a failed audit and submission of a final appeal to CMS will be addressed. There are 3 primary types of audits occurring - The meaningful use compliance audits referenced above, state Medicaid meaningful use compliance audits and HiTech payment audits. The program will be addressing charity care interaction with the HiTech audits and its effect on settlements. It should be noted that the EMR attestation process covers multiple years, with multiple reimbursement scenarios per year and criteria that evolve as the program progresses. The program will touch on the road map concept to help hospitals develop a strategy to manage the process and their program compliance. Finally, the program will look at proactive steps that Hospitals can take to help prepare for audits. Learning Objectives: After this presentation, attendees should be able to: Identify the different types of EHR audits and understand their nature and scope. Identify best practices, common pitfalls, and mitigation strategies for the various audits. Michael Orr Senior Managing Consultant, BKD LLP Mike has 20 years of experience in the health care industry, including four years of payer experience with Blue Cross Blue Shield, nine years of health care consulting and seven years of provider experience. He has experience in turnaround situations and implementing metrics management and helping clients improve the bottom line, instill accountability, improve revenue cycle and adhere to budget. He most recently worked in a vertically integrated notfor-profit hospital and health care group as chief financial officer. Prior to that, Mike was a CFO for a Nashvillebased for-profit hospital chain. Mike is a graduate of the University of Maryland, Baltimore County, with a B.A. degree in economics, and Loyola University Maryland, Baltimore, with an M.B.A. degree Tri-State Winter Institute

13 Travis Skinner Managing Consultant, BKD LLP A member of the BKD National Health Care Group, Travis has more than 10 years of experience in health care consulting and reimbursement. He works with several types of health care providers, including critical access, Medicare dependent, sole community and prospective payment system hospitals. Travis has three years of significant expertise in the Medicare and Medicaid Electronic Health Record (EHR) Incentive programs. He has a proven track record helping facilities with confirming and increasing reimbursements for both programs as well as assisting facilities through the various EHR audits. His other areas of focus include cost reimbursement for hospitals, nursing homes, home offices, square footage projects and the 340B prescription pricing program. Travis is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants. He is a 2003 graduate of the University of Mary Hardin-Baylor, Belton, Texas, with B.B.A. degree in accounting. 4:15-5:30 pm Financial Magnolia Rolling Forecasting: A Strategy for Effective Financial Management CPE Type: Specialized Knowledge and Application 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1510 Program Content: This session teaches participants how to use a process called rolling forecasting, with which organizations review and forecast their financial trajectory for 12 quarters into the future using existing forecasting and projection techniques. The method allows hospitals and health systems to be more efficient and responsive to new opportunities and risks that develop during the fiscal year and to look in a systematic, structured way beyond the current fiscal year. The end result is a timelier forecast that takes into account variances to the financial plan and helps organizations to course correct on a continuous basis for more effective financial management. Learning Objectives: Key elements of the rolling forecasting process, including baseline assumptions and forecast groups. How to define the key statistic that measures the output of the forecast groups and is used for performance indicator monitoring. How to monitor organizational performance using key performance indicators, focusing on improvement in trends over specified time periods. Use of a best-practice forecasting tool. Debra Miller Vice President, Kaufman Hall & Associates Debra Miller is a Vice President of Kaufman Hall, with responsibility for client services management for all Budget Advisor clients. Since joining the firm in 2001, Ms. Miller has served in several capacities including managing the product direction of Budget Advisor and, most recently, Rolling Forecasting. She has implemented Budget Advisor at more than 150 hospitals and health systems, many of which have multiple hospitals, physician groups and other types of entities. Before joining Kaufman Hall, Ms. Miller was Director of Budget and Decision Support for Columbia St. Mary s, a four-hospital system in Milwaukee, Wisconsin, affiliated with Ascension Health. Prior to this, Ms. Miller was a Budget and Reimbursement Analyst at Aurora Healthcare in Milwaukee, where she was responsible for cost reporting and charge master maintenance. Ms. Miller has an M.S. in Healthcare Financial Management and a B.S. in Molecular Biology from the University of Wisconsin at Madison. She is also a CPA and a member of the WI HFMA chapter Tri-State Winter Institute

14 4:15-5:30 pm Revenue Cycle Millenium Theatre Engaging Your Physicians To Improve Documentation CPE Type: Specialized Knowledge and Application 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1511 Program Content: Strong physician documentation is a key factor to supporting admission decisions, meeting certification requirements, and ensuring the most appropriate coding decisions are made in order to drive appropriate reimbursement. This session will focus in on clinical documentation best practices and ways in which to engage your physicians to improve their ongoing documentation practices. Learning Objectives: Discuss physician documentation basics. Identify common areas for physician documentation improvement. Learn how to discuss with physicians in order to change behavior. John Zelem, MD Senior Director, Audit Compliance and Education, Executive Health Resources Dr. Zelem is Executive Medical Director, Client Relations and Education, at Executive Health Resources (EHR), a national organization that provides technology-enabled, expert Physician Advisor teams concentrating on managing Medicare and Medicaid regulatory compliance, minimizing inappropriate medical necessity denials and achieving appropriate lengths of stay in acute care hospitals and health systems. At present, EHR works with more than 2,400 hospital and healthcare organizations in 50 states, has an exclusive endorsement of the American Hospital Association and has received the elite Peer Reviewed designation from the Healthcare Financial Management Association. A Board Certified general surgeon with more than 26 years of clinical experience, Dr. Zelem is responsible for quality assessment and improvement at EHR s client hospitals and works closely with EHR s sales team. In addition, Dr. Zelem travels to EHR s client hospitals regularly to provide medical executives and staff members with ongoing education on a variety of topics including Medicare and Medicaid compliance and regulations, medical necessity, Recovery Audit Contractors, utilization review, denials management and length of stay. 4:15-5:30 pm Financial Dogwood Confessions of an Internal Auditor: IT Edition CPE Type: Accounting & Auditing 1.5 CPE Credits Level: Basic Prerequisites: None Course TS1512 Program Content: In-depth technical knowledge and experience isn t necessary when auditing and accessing risks related to information technology and systems. Learn from a former internal auditor how to remove barriers preventing meaningful IT reviews. Learning Objectives: After this presentation, attendees should be able to: Review risks related to information technology facilities, system access, data integrity, and system maintenance. Describe techniques for the non-technical professional to evaluate controls of information technology and systems Tri-State Winter Institute

15 Brad Adams Project Manager, Vanderbilt University Medical Center Brad is a former internal auditor at Vanderbilt University Medical Center in Nashville, TN where he continues to work as a Project Manager for the Diagnostic Laboratories. Prior to joining Internal Audit, he held successive positions combining finance and information systems related skill sets in finance, revenue cycle, and academic administration at VUMC. Brad is a graduate of Tennessee Technological University and the University of Tennessee, where he earned a Master of Accountancy with an emphasis in Information Systems. He has published articles in the Journal of Accountancy and New Accountant. Additionally, Brad served as an adjunct professor at Belmont University, Lipscomb University, and Nashville State Community College. Additionally, Brad is a Certified Public Accountant in the State of Tennessee and is a board member of the Tennessee Chapter of HFMA where he has received the President s Award for Service for the past three years. Friday, January 30 8:30-9:45 am & 10:15-11:30 am General Session Millenium Theatre Every 1/2 Second Counts CPE Type: Specialized Knowledge and Application 3 CPE Credits Level: Basic Prerequisites: None Course TS1513 Program Content: This presentation offers a victim s perspective on patient safety and quality of care. From the other side of the bed, the presenter will share lessons his family learned from the tragic event that affected his family. Learning Objectives: The listener will learn the importance of patient centered family care. The listener will understand the importance of integrity and transparency when dealing with patients and their families. The listener will be reminded of the importance of clear communication. Attendees will learn how to establish a just culture. Ridley Barron President, Ridley Barron, Inc. Ridley Barron is a former senior pastor, author, internationally known speaker and tireless advocate for patient safety. After a tragic set of circumstances that touched his family s life, Ridley began a journey of healing that included speaking and writing about the horrible circumstances that harmed his family. He speaks with great candor about the events of that fateful day. He has appeared at hospitals, medical conferences, churches and meetings of various professional health organizations from coast-to-coast. He and his wife also continue to work with families and married couples as a part of their ongoing ministry together. Their story has been published in numerous magazines and medical publications and was also told in great detail with the long-awaited release of his book, Twist of Faith. Ridley s story is one of hope, healing and forgiveness and a call for continued improvement in patient safety. He lives today with his wife, Lisa, and their four children in Thompsons Station, TN Tri-State Winter Institute

16 Registration Information Register online at Registration Type By January 13, 2014 January 14, 2014 or later HFMA Member Full Conference...$ $ Non-HFMA Member Full Conference...$ $ HFMA Member qualifying for...$ $ provider discount* Non-HFMA Member qualifying for...$ $ 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 Refunds and Cancellations If cancellations are received after January 13, 2015, 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 ed. Phone and voic are not valid forms of communication. For more information regarding administrative policies such as complaint and refund, please contact: Tami Hill (501) hfmatristate@yahoo.com 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 ed 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 Texas State Board of Public Accountancy CPE Sponsor ID Number Tri-State Winter Institute

17 Hotel and Conference Accommodations Gold Strike Casino Resort, Tunica, MS The hotel room rate is $55 plus fees & taxes for the nights of 1/27/15 thru 1/29/15. Rooms may be reserved by calling the Gold Strike Casino at before January 13, Please be sure to mention Group name Healthcare Financial Management to receive this rate. Online reservation is available. Check-in time is 4:00 p.m. and checkout time is 11:00 a.m. The bell desk is happy to store luggage for any early arrivals until check-in. Please Note: Gold Strike 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 48 hours of arrival. Hotel Reservation Deadline January 13, 2015 Reservations by Phone Call and be sure to mention Healthcare Financial Management. Online Reservations 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 Handouts Handouts will be made available electronically 3 days prior to the meeting. All attendees will receive an 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 Needs Please contact Tami Hill at hfmatristate@yahoo.com of any special dietary needs, so we can try to accommodate your request. Door Prizes There will be prize drawings held on Friday, January 30th at the close of the meeting. You must be present to win Tri-State Winter Institute

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