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AMERCAN CASE MANAGEMENT ASSOCATON 5 t h A n n u A l wisconsin chapter case ManageMent conference October 13, 2009 Country Springs Hotel Waukesha, W HOSPTAL CASE MANAGEMENT PRACTCE BASED EDUCATON

s e s s i o n 1 Lean Six Sigma in Healthcare Kyle Demars, BS, MBA Six Sigma Certification from Motorola University Lean Sigma Master Black Belt Administration Ministry Health Care, St. Michaels Hospital Stevens Point, W This session will provide background on Six Sigma, Lean, and the combination referred to as Lean Sigma. The discussion will include a brief history of these philosphies origins, how they evolved, and why they are an excellent fit in the health care environment. Specific examples will be provided of how Ministry Health Care is applying Lean Sigma methodologies and philosophies in their journey to create an engaged learning organization that results in patients experiencing affordable world class care, customer service, and quality while flowing seamlessly and without delay through the continuum of care. 1. Discuss the history and evolution of Six Sigma methodologies and philosophies 2. Assess how Lean Sigma can be used effectively in today s healthcare environment 3. Strategize on how the process is applied to the acute care setting s e s s i o n 2 Accessing VA Healthcare (Panel Presentation) Panelist 1: VA Benefits, Eligibility & FEE Rules (Billing) Beth Ann Smith MS Program Manager Milwaukee VA Medical Center Milwaukee, W Panelist 2: Extended Care Transfers (GEM, Rehab & LTC) Sandy Harsh, RN ECC Coordinator Milwaukee VA Medical Center Milwaukee, W Panelist 3: Acute Care Transfers Scott Maijala, RN Access Nurse/ VA Referral Case Manager Milwaukee VA Medical Center Milwaukee, W This panel discussion will present information on inpatient healthcare benefits for Veterans Affairs (VA) clients for both acute care and post-discharge needs. The panelists will provide information regarding how to access VA healthcare system, including information on the process of transferring patients into the VA system for both acute and post-discharge needs. VA healthcare benefits and billing rules will be described. The session is designed to promote better understanding of the VA system and to promote relationships with Case Management staff. 1. Discuss acute care medical VA eligibility and benefits 2. dentify and describe FEE (billing rules) 3. Describe how to access the VA Medical System for transfers into VA Rehab Center, GEM and LTC 4. Outline the process of transferring patients into acute VA Healthcare

s e s s i o n 3 Clinical Documentation Program (Panel Presentation) Lisa M. Berghauer, RN, BSN Clinical Documentation Specialist Care Management Wheaton Franciscan Healthcare St Josephs Hospital Milwaukee, W Claire Reihl, BSN, RN Clinical Documentation Specialist Case Management Columbia St Mary s Milwaukee, W Lynn M. Sisler, RN, BSN Regional Director Case Management/DRG Assurance Aurora Health Care-Metro Region Greendale, W This session will present three different clinical documentation programs implemented at Wheaton Franciscan Healthcare-St Josephs Hospital, Columbia St Mary s, and Aurora Health Care-Metro Region. Presenters from each organization will share their program s goals, successes, and challenges as well as a description on how to integrate it with Case Management. 1. Describe the elements of a successful documentation improvement program 2. Explain the value of appropriate clinical documentation 3. Describe the challenges involved in combining job accountabilities 4. dentify the advantages of integrating the job functions of documentation specialist and case management s e s s i o n 4 With Special Concern for the Vulnerable: Organizational Ethics and Charity Care Mark Repenshek, PhD Healthcare Ethicist Mission ntegration Columbia St. Mary s Milwaukee, W This session will focus on three models for assessing eligibility for charity care. Each model will be critiqued using theological bioethics principles of the common good and solidarity. From that critique, the presentation will suggest salient criteria for a charity care policy related to patient eligibility. Participants will then apply these criteria relative to their institution s criteria for eligibility of charity care. 1. dentify rationale for varying models of charity care eligibility 2. Assess the relevance of the principles of solidarity and the common good for an organizational ethics policy on charity care eligibility criteria 3. Describe the importance of organizational ethics to the development of prudent eligibility criteria for your institution s policies on charity care

s e s s i o n 5 Recovery Audit Contractors (RAC): Wisconsin Update Mary Hoffman CG Project Director for RAC-Region 8 CG Technologies Sheryl Krueger Dix, RN, MA, BSN, CTHQ Patient Care Compliance Consultant Corporate Compliance Froedtert and Community Health Milwaukee, W Michelle Wenzelburger, RN, BSN Corporate Compliance Consultant Froedtert and Community Health Menomonee Falls, W The Medicare RAC program will be operational in Wisconsin as of August 2009. Co-presented with a representative from CG Technologies, this session will provide an update on this Medicare initiative, with focus on the RAC audit process in Wisconsin and strategies for successfully managing the RAC process. 1. Discuss CMS Recovery Audit Contractor program updates 2. Assess how the program involves Case Management as it impacts hospital revenues 3. dentify organizational strategies for successfully managing the audit and appeal process Conference Schedule 7:15 am 8:15 am Registration Networking Breakfast with Sponsors & Exhibitors 8:15 am 8:45 am Welcome Announcements & Chapter Business Meeting 8:45 am 9:45 am Session 1 9:45 am 10:15 am Networking Break with Sponsors & Exhibitors 10:15 am 11:45 am Session 2 11:45 am 12:30 pm Lunch (provided) 12:30 pm 1:00 pm Networking Break with Sponsors & Exhibitors 1:00 pm 2:00 pm Session 3 2:00 pm 2:15 pm Transition Break 2:15 pm 3:15 pm Session 4 3:15 pm 3:30 pm Transition Break 3:30 pm 4:30 pm Session 5 4:30 pm Closing Remarks Complete Conference nformation and Online Registration Available at: www.acmaweb.org/w

ChApter BoArd of directors & planning Committee Jill McCarthy, MSW, LCSW / President Director, Social Services & Case Management Luther Midelfort Mayo Health System Eau Claire, W Kimberly Thompson, BSW, MSW, APSW / President Elect Medical Social Worker, Case Management Aurora Medical Center-Kenosha Kenosha, W Deb Gordon, MSW, LCSW / Secretary Manager, Case Management Community Memorial Hospital Menomonee Falls, W Joan Brueggeman, RN, BSN, CPUM / Treasurer Manager, Utilization Management Gundersen Lutheran LaCrosse, W Jane Hounsell, LCSW, MSW / Past President & Member at Large Lead Medical Social Worker Case Management Columbia St. Mary s Hospitals Milwaukee, W Rita Beckman, APSW / Member at Large Director, Care Management Franklin & St. Francis Hospital Milwaukee, W Susan Klatt, RN / Member at Large RN Case Manager, Case Management Bay Area Medical Center Marinette, W Nita Meysembourg, RN, BSN / Member at Large Nurse Case Manager, Utilization Review Spooner Health System Spooner, W Catherine Nelson, RN, MBA, ACM, CCM / Member at Large Administrative Director, Care Management Wheaton Franciscan Healthcare Milwaukee, W Paulette Drankiewicz, LPN / Planning Committee Member DRG Specialist/Case Manager St. Luke s South Shore Cudahy, W Cory Meinen, RN / Planning Committee Member Care Management Nurse, Care Management St. Nicholas Hospital Sheboygan, W Mike St. John, MSW, CAPSW / Planning Committee Member Clinical Liaison Lakeview Specialty Hospital Waterford, W important dates Hotel Discount Deadline September 1 Cancellation Deadline September 25 Regular Pricing Deadline October 2 Late Pricing Begins October 3 Conference Date October 13 Continuing education Continuing education: CE Certificates will be awarded upon completion of the conference. Participants may earn up to 7.8 Nursing Contact Hours and up to 6.5 Social Work Contact Hours, including 1.0 Ethics Hour(s). CE credits can be applied toward ACM Certification renewal.

C o n f e r e n C e r e g i s t r a t i o n acma WisConsin Chapter ConferenCe Name and, if desired, Credentials* (This information will appear on your name badge.) Title and Department* (This information will appear on your name badge.) Facility / Organization* (This information will appear on your name badge.) Business Address* * f you do NOT want this information published in the Participant Directory, please check here: n City, State, Zip* (This information will appear on your name badge, except zip code.) Email Address (Your confirmation will be sent to this address. Email addresses are not published in Directory.) Telephone Number* Extension Fax Number f you have special needs that may require assistance, please check here: n indicate attendance plans n Session 1 n Session 2 n Lunch n Session 3 n Session 4 n Session 5 MeMber type ACMA MeMber NoN-MeMber MeMberSHP PACkAge* ToTAl ConferenCe rates & payment information $ regular Before October 2 $60 $80 $220 late After October 2 $85 $105 N/A *Membership Package ncludes: 1-year ACMA National & Chapter Memberships. Membership Application required. payment Method: Please check one option: Visa MasterCard Check (make payable to ACMA) Card Number (total of 16 digits) Expiration Date (mo/yr) V-Code (last 3 digits on back of card) Name on Card (please print): Authorized Signature: see registration information section for submission details.