2017 HFMA Winter Institute January 26-27, 2017

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org Hilton Minneapolis / Bloomington Hotel

1 2017 HFMA Winter Institute January 26-27, 2017 For more information, visit Hilton Minneapolis / Bloomington Hotel 3900 American Blvd. W., Bloomington, MN 55437

2 AGENDA at a GLANCE Wednesday, January 25, :00 9:00 pm Evening Social (Pallet & Sip at the Bloomington Hotel) Thursday, January 26, :30 8:15 am Registration / Breakfast 7:30 8:15 am New Member Breakfast 8:15 8:30 am Welcome and Announcements 8:30 9:30 am Keynote Speaker: Playing to Win in Business Shirley Weis, Weis Associates, LLC 9:30 10:30 am MACRA: The Good, the Bad and the Confusing of 2017 Physician Reimbursement Linda Corley, Xtend Healthcare 10:30 11:00 am Break / Exhibit Hall 11:00 12:00 pm Essentia Health s Journey into Accountable Care Kevin Boren, Essentia Health 12:00 1:00 pm Lunch / Exhibit Hall 1:00 2:25 pm Hot Topics Panel Session Bill Fenske, Rice Memorial Hospital (Moderator) Craig Boyer, Sanford Health of Northern Minnesota Kevin Higgins, Olmsted Medical Center Alan Lem, Fairview Health Services 2:25 2:45 pm Break / Exhibit Hall 2:45 3:45 pm Provider-based Departments Are we compliant? Vicki Mueller, Wipfli 3:45 4:45 pm Streamlining Patient Access for Enhanced Engagements to Increase POS Collections Deanna Gray, Relay Health Financial Tony Rinkenberger, Ridgeview Medical Center 6:00 9:00 pm Evening Social (Dave and Buster s) Friday, January 27, :30 8:30 am Registration / Breakfast 8:30 9:30 am Safety, Life and a Just Culture Natasha Nicol, Cardinal Health Consulting Services 9:30 10:30 am Price Decisions Driven by Industry Changes vs. Price Change Driven by Business Decisions Kathy Parsons, CentraCare Health Brian Workinger, Craneware 10:30 10:45 am Break / Exhibit Hall 10:45 11:45 am People Styles Mark Kostreba, Med A/Rx

HFMA Members & Non-members $199 If paying by check, submit to: HFMA Minnesota / Michelle Miner/Winter Institute 221 North First Street, Suite 200 Minneapolis, MN 55401 OR online at www.

3 HFMA Members & Non-members $199 If paying by check, submit to: HFMA Minnesota / Michelle Miner/Winter Institute 221 North First Street, Suite 200 Minneapolis, MN OR online at www. Note: If you are also attending the Women s Leadership Meeting (Jan. 25), you will receive a $50 discount on the Winter Institute Registration. Organization Address City State Zip Name Title Phone # Membership # No shows will be billed. Cancellations must be received four days prior to the event to receive a full refund. Questions about registration? Contact Michelle Miner or hfmaminnesota@gmail.com

4 The scholarship covers the conference registration fee as well as one night s hotel stay. If you are a provider and wish to apply, applications are due by December 28th. Recipients will be notified by December 30th. Name Title Company Address City State Zip Phone # HFMA Chapter Membership and ID #

Hilton Minneapolis/ Bloomington Hotel 3900 American Blvd. W.

$125/night Reservations by phone: 952.893.

Bloomington Hotel until December 26th or until the group block is

5 Hilton Minneapolis/ Bloomington Hotel 3900 American Blvd. W., Bloomington, MN Click here for online Reservations Rate: $125/night Reservations by phone: A block of rooms have been reserved at the Hilton Minneapolis/ Bloomington Hotel until December 26th or until the group block is sold-out, whichever comes first. After the 26th, reservation requests will be honored on a space and rate available basis.

Pallet & Sip Enjoy your favorite beverage and leave with a hand painted masterpiece. Mingle with members, bring your crea vity, and discover a new way to unwind. Hors d oeuvres will be served.

6 Pallet & Sip Enjoy your favorite beverage and leave with a hand painted masterpiece. Mingle with members, bring your crea vity, and discover a new way to unwind. Hors d oeuvres will be served. Location: Hilton Bloomington Hotel ballroom 6:00 pm 9:00 pm Dave & Buster s Get ready for a fun night of unlimited game play, appe zers, and cocktails. Bring your compe ve spirit for the team ac vity later in the evening. Shu le provided to and from hotel. Location: 500 Southdale Center, Edina, MN :00 pm 9:00 pm

7 8:30-9:30 am Playing to Win in Business Shirley Weis, President, Weis Associates, LLC Life is made up of games. How we play, understanding the rules, being resilient in the losses and knowing when to leave the game are all part of Shirley Weis book, Playing to Win in Business. Shirley will engage, empower and connect you to what it takes to play and to win! 9:30-10:30 am MACRA: The Good, the Bad and the Confusing of 2017 Physician Reimbursement Linda Corley, Vice President, Compliance, Xtend Healthcare The Centers for Medicare and Medicaid Services (CMS) continues to publish clarifying guidance on the change in professional fee reimbursement from the Medicare Physician Fee Schedule to MACRA (Medicare Access and CHIP Reauthorization Act) will be the initial year of reporting medical outcomes for individual and/or group physicians that will determine the percentage of increase or penalty for payment during The complex reimbursement methodology ends twenty (20) years of professional service payment based on the sustainable growth rate (SGR), and establishes a Merit Based Incentive Payment System (MIPS). In addition, professionals may participate in an Advanced Alternative Payment Model (APM) for determination of payment rates that bypass the MIPS. This session will discuss all the variability built into attainment of optimum, but compliant reimbursement. Ten specific strategies will be presented for asking the appropriate performance and reporting questions, for considering the options available for differing types of medical and specialty services, and for ensuring all pertinent guidance is followed.

8 11:00 am - 12:00 pm Essentia Health s Journey into Accountable Care Kevin Boren, East Region CFO, Essentia Health 1:00 pm 2:25 pm Hot Topics Panel Session Bill Fenske, CFO, Rice Memorial Hospital (Moderator) Aaron Bloomquist, CFO, North Memorial Health Care Kevin Higgins, CFO, Olmsted Medical Center Alan Lem, CFO, Fairview Health Services This healthcare finance hot topics session will focus on the most pressing issues that finance professionals are facing. A survey will be sent prior to the conference giving attendees an opportunity to get their questions included in the discussion during the panel session. 2:45 pm 3:45 pm Provider-based Departments Are we compliant? Vicki Mueller, Health Care Director, Wipfli Many hospitals have on and off-campus departments that are designated providerbased for Medicare. This designation can have a significant impact on the financial health of an organization, but requires adherence to Medicare regulations. Are your departments compliant with Medicare regulations? With more national attention being placed on the reimbursement of provider-based departments, CMS is focusing on compliance in these provider-based departments. This session will discuss the history of provider-based, important dates that may impact your providerbased status, and criteria that needs to be considered when assessing your providerbased department(s) for compliance with the provider-based regulations.

9 3:45 pm 4:45 pm Streamlining Patient Access for Enhanced Engagement to Increase POS Collections Deanna Gray, Revenue Cycle Solution Advisor, RelayHealth Financial Tony Rinkenberger, Director, Revenue Cycle Services, Ridgeview Medical Center Ridgeview Medical Center is an independent, regional health care network serving the Twin Cities west-metro area. Its network includes the Waconia-based acute care hospital, two Critical Access Hospitals, a free standing Emergency Department and Urgent Care at Two-Twelve Medical Center and a multitude of primary and specialty care clinics, emergency services and specialty programs. As the healthcare landscape evolves leading to much higher out of pocket expenses for consumers, RMC learned that is increasingly important to have meaningful conversations utilizing technology to set the stage early in the revenue cycle for an overall positive clinical and financial experience. Insurance coverage options are changing rapidly in the marketplace for patients, and it is challenging to keep up with plan/benefit variables. Hospitals are facing higher self pay receivable and an increase in cost to collect after discharge, potentially missing opportunities to convert seemingly uninsured A/R to insurance A/R. Access personnel and financial counselors are challenged to efficiently register patients without delaying care, and to understand and explain their patients benefits. In order to combat the trend, it is essential to explore technology, workflow enhancements, and education to equip all stakeholders to better understand the global healthcare picture at the individual encounter level as early as possible. Learn how RMC successfully reversed the trend, in less than six months.

10 8:30 am 9:30 am Safety, Life and a Just Culture Natasha Nicol, Director of Global Patient Safety Affairs, Cardinal Health Consulting Services Humans are inescapably fallible. If we can learn to accept and embrace this truth, we are able to build safer systems that allow for our fallibility. This interactive session explores the tenets of a just culture and human behavioral choices. In every system, there are inherent faults and vulnerabilities that may lead to error. If we work to understand and learn where inherent faults lie and why humans make the behavioral choices they do, we are able to build safer systems. Without a true just culture, where reporting of safety events is encouraged and rewarded, safety can never be improved. 9:30 am 10:30 am Price Decisions Driven by Industry Changes vs. Price Change Driven by Business Decisions Kathy Parsons, Director, Revenue Cycle and Managed Care CentraCare Health Brian Workinger, Business Solutions Consultant, Craneware Consumerism and competitive healthcare marketplace and changing economic landscape, strategic processes are necessary to proactively offer understandable, market-appropriate service pricing. It is necessary to have a balance on whether the industry or business decision drive an organization s pricing structure. Healthcare provider participants from the financial, clinical, and operational areas want to better understand how to utilize the CDM in achieving best outcomes.

11 10:45 am 11:45 am People Styles Mark Kostreba, Senior VP of Sales & Marketing, Med A/Rx This fun oriented workshop reveals the strengths and weaknesses of four different people styles, providing practical techniques that you can apply in your work environment and personal life. We all have a preference for writing with either the left or right hand, we also have different ways of processing information such as relying on concrete observations or paying attention to our intuition. Similarly, some people make decisions by using a logical, systematic process. Others come to conclusions based more on a "feeling" that something seems right or not.

Shirley Weis, President, Weis Associates, LLC Shirley Weis is President of Weis Associates, LLC, an international consulting firm specializing in management strategy and leadership development.

Prior to launching Weis Associates, Ms. Weis was Vice President and Chief Administrative Officer (the chief operational executive) for Mayo Clinic in Rochester, Minn.

12 Shirley Weis, President, Weis Associates, LLC Shirley Weis is President of Weis Associates, LLC, an international consulting firm specializing in management strategy and leadership development. She is also Special Advisor to the President and Professor of Practice in the W. P. Carey School of Business and the College of Nursing and Health Innovation at Arizona State University. Prior to launching Weis Associates, Ms. Weis was Vice President and Chief Administrative Officer (the chief operational executive) for Mayo Clinic in Rochester, Minn. Her work involved overseeing 60,000 employees and coordinating overall institutional strategy and operation of Mayo Clinic s $9 billion healthcare system. Shirley Weis has held a number of clinical and administrative leadership positions in her career including chair of Administrative Services for Mayo Clinic in Arizona, chair of the Mayo Clinic Managed Care Department, executive director (CEO) for Mayo Management Services, Inc., chief operating officer (COO) for Blue Care Network Mid-Michigan and emergency services manager for a Lansing, Mich., healthcare system. Ms. Weis holds a Bachelor of Science Degree in Nursing from Michigan State University, a Master of Management Degree from Aquinas College in Grand Rapids, Mich., and a Doctor of Science Degree (hc) from Michigan State University. She is also Professor Emerita at the Mayo Clinic College of Medicine. Professor Weis has a broad academic and teaching background. She has taught healthcare leadership at the University of Minnesota s Carlson School of Management, Michigan State University, Winona State University and for the Michigan Hospital Association. She has been a curriculum advisor for Capella University and the Western Governors University. Shirley Weis has received numerous awards and recognitions including the Diana Award for Outstanding Business Women and the National Association of Professional Women s Woman of the Year Award for 2012 and She was named one of the Top 25 Women in Healthcare by Modern Healthcare magazine for 2007 and Ms. Weis is an accomplished speaker and author. Her new book, Playing to Win in Business, has received an elit Gold Award for Business and is #1 in the Amazon Women and Business category.

Linda Corley, MBA, CRCR, CPC, Vice President, Compliance, Xtend Healthcare Linda Corley has worked collaboratively with hospitals and physician offices for the past twenty-five years.

Linda is a credentialed coder and a frequent HFMA presenter.

13 Linda Corley, MBA, CRCR, CPC, Vice President, Compliance, Xtend Healthcare Linda Corley has worked collaboratively with hospitals and physician offices for the past twenty-five years. She has served as Controller of a University-owned, four hospital group; and provided insight to clinical and financial staff members on compliant reimbursement. Linda is a credentialed coder and a frequent HFMA presenter. She is a previous college professor who taught financial processes for healthcare, health information management skills, and billing and collections courses. Linda also has over fifteen years experience on the national level of leading CDM Reviews, Coding and Billing Audits, and providing consulting services for revenue cycle improvement. She has served as Corporate Compliance Officer for Perot Systems and for Dell Revenue Cycle Services. Linda currently is Vice President of Compliance for Xtend Healthcare. Aaron Bloomquist, CFO, North Memorial Health Care An industry expert with more than 20 years of successful experience in operations and finance, Aaron has worked with a variety of Accountable Care Organizations, Population Health programs, managed care and health care systems. As the Chief Financial Officer (CFO) at North Memorial Health Care, Aaron manages financial strategy and operations including overseeing financial reporting, working capital management, permanent corporate investments, and leading the system s profitable growth strategies. Prior to being named CFO, Aaron was responsible for payer strategy, contracting and pricing at North Memorial. Since receiving his bachelor s degree in Economics from Gustavus Adolphus College and working towards his master s degree in Healthcare Administration from Armstrong Atlantic State University, Aaron has led initiatives and developed financial strategies for HealthEast Care System, Fairview Health Services, Memorial University Medical Center, and currently North Memorial Health Care.

Vicki Mueller, Health Care Director, Wipfli Vicki Mueller has more than 20 years of consulting experience in the health care and senior living industries.

Vicki is an expert in the areas of reimbursement, financial modeling, clinic assessments, strategic planning, Medicare enrollment, and revenue, integrity, and operations assessments.

14 Vicki Mueller, Health Care Director, Wipfli Vicki Mueller has more than 20 years of consulting experience in the health care and senior living industries. She works in a variety of health care settings including hospitals, nursing facilities, assisted living, independent living, home health agencies, and rural health clinics. Vicki is an expert in the areas of reimbursement, financial modeling, clinic assessments, strategic planning, Medicare enrollment, and revenue, integrity, and operations assessments. Deanna Gray, Revenue Cycle Solution Advisor, RelayHealth Financial Deanna began her healthcare career 20+ years ago hands-on in the provider setting, driving results throughout the entire revenue cycle. She transitioned to help a business partner build an insurance follow-up division, and served as the Director of Insurance Services in operations for 10 years before transitioning into sales. Deanna represents RelayHealth Financial, providing revenue cycle technology solutions to help providers enhance all forms of communication across the revenue cycle to increase/accelerate cash and to promote a positive patient experience. She has also consulted in the critical access hospital setting to enhance patient flow in the Access department, business office A/R management and personnel performance. Deanna is a Fellow of the Healthcare Financial Management Association (HFMA), and is President Elect and Sponsorship Committee Chair for the Iowa Chapter of HFMA. She has also earned dual certifications as a Certified Revenue Cycle Specialist (CRCS-I/P) for both institutional and professional environments through AAHAM. Deanna currently serves on the DMACC HIT and DMU MHA Advisory Boards and volunteers throughout her community. Tony Rinkenberger, Director, Revenue Cycle Services, Ridgeview Medical Center Tony Rinkenberger is the Director, Revenue Cycle Services for Ridgeview Medical Center, Waconia, MN. Ridgeview Medical Center and Clinics have a well-earned reputation for clinical excellence and compassionate care. Ridgeview is a regional healthcare system in Minnesota, responding to local and community needs through innovative care, cutting-edge service and partnerships with specialists. Tony has over twenty-five years Healthcare Revenue Cycle Management experience with Allina Hospitals and Clinics, North Memorial, and Ridgeview Medical in Minnesota and healthcare payer experience with Marsh, Inc. in West Des Moines, IA. He has led hospital and clinic Revenue Cycle improvement projects involving Patient Access, HIM/ Coding, Business Office, and Front and Back-end Collection procedures. Tony is a speaker for organizations such as American Association of Healthcare Administrative Management (AAHAM) and Regional HFMA chapters.

15 Natasha Nicol, Director of Global Patient Safety Affairs, Cardinal Health Consulting Services Natasha received her doctorate of pharmacy degree from the University of Maryland School of Pharmacy. She is faculty for the Institute for Healthcare Communication, a certified Just Culture trainer, TeamSTEPPS Master Trainer, and invited professor for the South Carolina and Presbyterian Colleges of Pharmacy. She is a Champion for the World Health Organization s World Alliance for Patient Safety, and past-president of the South Carolina Society of Health-System Pharmacists. She is a Fellow of the American Society of Health-System Pharmacists and served on the Council on Education and Workforce Development, as well as the House of Delegates. She is Program Chair for the ASHP Medication Safety Collaborative. She was recognized for her work as Director of Pharmacy at McLeod Health with the ASHP Award for Excellence in Medication-Use Safety and was named Pharmacist and Mentor of the Year by SCSHP. She is a frequent presenter to professional groups, primarily focusing on safety as it relates to culture, use of technology and development of processes. Kathy Parsons, Director, Revenue Cycle and Managed Care, CentraCare Health As Systems Director of Revenue Cycle and Managed Care for CentraCare Health, Kathy is responsible for registration, coding, patient financial services and managed care contracting across all of the clinics and hospitals of CentraCare. This role includes strategic pricing for the organizations. Kathy has been at CentraCare for 28 years. She has an undergraduate degree from the University of Michigan, an MHA from the University of Michigan and an MBA from St. Cloud State University. Brian Workinger, Business Solutions Consultant, Craneware Brian Workinger provides healthcare organizations with the benefit of his industry expertise in the healthcare pricing arena to maximize their return on investment using Craneware software. He has been with the company for 5 plus years managing this business arena. Prior to joining Craneware, Brian was a Regional Account Executive For Cleverly + Associates, a healthcare consulting firm. Today he has worked on over 600 strategic pricing engagements, managed cost containment and coding projects as well as analyzed hospital benchmarking data. Mr. Workinger earned his undergraduate degrees in Healthcare Administration and Business Administration from Mount Union College and is an active member of the HFMA.

16 Mark Kostreba, Senior Vice President of Sales & Marketing, Med A/Rx Mark is Sr. Vice President of Sales & Marketing for Med A/Rx and has over 30 years of experience in healthcare revenue cycle management solutions. He leads a national sales team to deliver RCM services to help clients make end-to-end improvements in the performance of the revenue cycle. Mark has taught People Styles to both internal and external organizations such as First Data, Fair Isaac, MRA, HFMA, AAHAMA and TAHFA. He is an advanced member of HFMA and has served in the Florida, Georgia and South Carolina chapters. He is also a past board member of AAHAM, Greater Florida Buccaneer Chapter and served as Chapter Excellence Chair.

Background and Context:

Background and Context: Session Objectives: Practice Transformation: Preparing for a Value Based Purchasing Environment Susan Brown, MPH, CPHIMS May 2, 2016 Understand the timeline and impact of MACRA/MIPS on health care payment