HFMA ANI National Conference | 2013 by Premier, Inc.

The way weâ&#x20AC;&#x2122;ve always done things.

Join us for the leading healthcare finance conference. ORLANDO JUNE 16 -19

Be Prepared

Hear from the experts what’s happening as the Affordable Care Act moves to implementation. Find out how health insurance exchanges, Medicaid expansion, and value-based payment models will affect your operations. Think through how to bring your organization into compliance – and see how rating agencies are assessing your progress.

Get Good Ideas

Explore transformative strategies for deep cost reduction. Learn about experiments with population health, bundled payments, and managing the operations and financial performance of physician practices. Share ideas about budgeting and staffing for ICD-10, and the revenue cycle implications. And check out solutions-oriented products and services from our exhibitors.

Talk with Friends

You’re not in this alone. Meet up with old friends and find new colleagues who face the same problems. Share problems, celebrate successes. Learn how to navigate the changes and work through the challenges together.

Get Practical

94 in-depth sessions with hospital and physician leaders, reports from the trenches, expert advice, proven practices, and solid takeaways. Plus up to 30 available CPE credits.

Be Inspired

Speakers include author Jim Collins on building a “truly great enterprise in unpredictable, tumultuous, and fast-moving times”; coach Joe Gibbs on motivating your team through adversity; consultant Jon Kingsdale on how health insurance exchanges will affect providers; Blue Cross Blue Shield’s Robert Kolodgy on transformations in the payer-provider relationship; former CMS administrator Don Berwick on improving delivery across the industry; and Deloitte’s Paul Keckley with a preview of how payment and delivery models will change over the coming decade.

MONDAY • JUNE 17 7:00 – 7:50 AM Early Riser Sessions • Using Formulary-Based Requisitioning to Manage Clinician Spending (ER1) • How Patient Estimates are Improving Pre-Service and Point-of-Service Collections at Beth Israel Deaconess Medical Center (ER2) • How St. Elizabeth Healthcare Overcame Observation Status Challenges and Streamlined Charge Capture (HFMA Peer Review® Session with Optum) (ER3)

8:00 – 9:30 AM Keynote Speaker Coach Joe Gibbs Hall of Fame Football Coach

10:00 – 11:15 AM

SUNDAY • JUNE 16 6:45 AM - 2:00 PM Shingle Creek Golf Club Outing 7:00 AM - 1:00 PM Give Kids The World Project (Not CPE-eligible, preregistration is required.) 8:00 AM – 4:30 PM Preconference Seminars • Medicare Cost Reporting for Optimal Reimbursement (PCS1) • Building and Sharing Leadership Skills to Improve the Revenue Cycle (PCS2) • The Economics Driving Healthcare Reform (PCS3) • Get Exam-Ready: HFMA Certification Candidate Practicum (PCS4)

8:00 – 11:30 AM Preconference Workshops • Preparing and Motivating Physicians for the ICD-10 Challenge (PCW1) • Building Community and Culture to Enhance Financial Outcomes (PCW2) • Minding the Gap: Financial Planning to Guide the Volume-to-Value Transition (PCW3) • Achieving Revenue Cycle Excellence Using Metric-Driven Process Improvements (PCW4)

1:00 – 4:30 PM Preconference Workshops • Using Six Sigma to Improve Satisfaction and Financial Performance at University of Pittsburgh Medical Center (PCW5) • Leadership During Change: Effective Strategies for Independent Groups and Growing Hospitals (PCW6) • The Qui Tam/Whistleblower Case: A View From the Whistleblower’s Side (PCW7) • Developing a Successful Business Intelligence Strategy (PCW8)

Updates, Legal Trends, and Compliance • Legal Update: Maintaining Compliance During Times of Change (A01) • Mastering Conflict-of-Interest Reporting—From the IRS 990 to NIH Public Disclosure (A02) CFO/Executive Leadership Strategies • How Baton Rouge General Used Its Clinical Research Program to Increase Revenues and Market Share (A03) • An Executive Event: Meet Joe Gibbs (A04) (This session is available only to senior-level executives in a provider setting. Preregistration is required and seating is limited.) • To Merge or Not to Merge: Hospital Executive Panel Discussion (A05) • Sharp Grossmont Hospital: Improving Quality Outcomes Data to Drive Financial Performance (HFMA Peer Review® Session with 3M Health Information Systems) (A06) Finance and Accounting Operations and Results • Evaluating and Executing a Physician Practice Integration Strategy (A07) • EHR Incentives for Critical Access Hospitals: Reducing Financial Risk Under Meaningful Use Stage 2 (A08) • Building a Transparent Billing Cycle to Improve Financial and Operational Performance (A09) Managed Care/Payment/Reimbursement Strategies • Managing Payer Expectations Under the Affordable Care Act (A10) • Payment Strategies That Enhance Payer Equity, Charge Position, and Yield (A11) PFS/Revenue Cycle/Patient Access • How Cross-Departmental Collaboration Improved Revenue Cycle Performance and Satisfaction at Atlantic Health System (A12) • Selecting Collection Agency Partners to Maximize Recovery and Maintain Patient Satisfaction (A13) • Predictive Modeling and Advanced Analytics to Mitigate Financial Risks of ICD-10 Transition (A14)

2:45 – 4:00 PM

Keynote Speaker Jim Collins Bestselling Author, Good to Great and Built to Last

Featured Speaker Sessions • Deloitte’s Paul Keckley: The Road Ahead: Effects of Healthcare Reform in the Coming Decade (B01) • Blue Cross Blue Shield Association’s Robert J. Kolodgy: Transforming the Payer-Provider Relationship to Improve Value (B02) • Moody’s Lisa Goldstein: Credit Ratings and Access to Capital in a New Healthcare Environment (B03)

6:00 – 8:00 PM Opening Reception in the Exhibit Hall

4:00 – 6:00 PM

4:45 – 6:00 PM

Exhibit Hall Reception

6:15 – 6:45 PM First Timers Meet and Greet in the Exhibit Hall 7:00 – 10:00 PM 8:00 – 11:00 PM Post-Welcome Reception

Jazz It Up - Party Down All-Show Party

TUESDAY • JUnE 18 7:00 – 7:50 AM Early Riser Sessions • King’s Daughters Medical Center: How to Use Data Analytics to Drive Sustainable Change in the Revenue Cycle Process (HFMA Peer Review® Program Session with CBIZ) (ER4) • Reducing Risk Without Diminishing Long-Term Portfolio Returns (ER5) • How Optimizing Accounts Receivable Processes Helped Promise Healthcare Collect $13.9 Million (ER6) 8 :00 – 9:30 AM Keynote Speaker Don Berwick, MD Former CMS Administrator and Founding CEO, IHI

1 0:00 – 11:15 AM Updates, Legal Trends, and Compliance • Using Benchmarking Tools and Data Analysis to Avoid the Medical Necessity Gray Zone (C01) • Legislative & Regulatory Update for Rural PPS Hospitals (C02) CFO/Executive Leadership Strategies • N avigating the Risks, Rewards, and Costs of Capital (C03) • H ow Collaboration and Automation Improved Pharmacy Revenue Integrity at Billings Clinic (C04) • C oming to Your Community: Innovative Partnership Strategies and Structures that are Reshaping U.S. Health Care (C05) Finance and Accounting Operations and Results • Physician Cost Accounting: What Hospital Finance Professionals Need to Know (C06) • Cleveland Clinic & Enterprise Risk Management: From Compliance to a Strategic Tool (C07) • The Effect of Healthcare Reform on Access to Capital (C08) Managed Care/Payment/Reimbursement Strategies • Maximizing Net Revenue Through Real Time Payment Compliance (C09) • How Hunterdon HealthCare Partners Engaged Payers in a Clinical Innovations Program (C10) • Cox Heath System’s Journey Through Bundled Payments Initiatives (C11) PFS/Revenue Cycle/Patient Access • Carson Tahoe Health Uses Data Analytics to Tailor Training and Mitigate ICD-10 Risks (C12) • How a Pre-Service Center at MetroHealth System Improved Satisfaction, Efficiency, and Revenue (C13) • Engaging Physicians in Revenue Cycle Management to Support Growth at Texas Health Physicians Group (C14)

2:30 – 3:45 PM Updates, Legal Trends, and Compliance • Determining Correct Coding and Classifications for Observation Reimbursement (D01) • The Changing Landscape of Healthcare Reform: Washington Update (D02) CFO/Executive Leadership Strategies • How Thomas Jefferson University Hospital’s Collective Bargaining Strategies Saved More Than $18 Million (D03) • How University of Rochester Medical Center Optimized Its EHR for Clinical Care Excellence and Financial Improvement (D04) • HFMA’s Value Project — Strategic Agility: Navigating the Challenges of a Value-Based Future (D05) Finance and Accounting Operations and Results • How Banner Health Used a Supply Chain Blue Book to Lower Costs (D06) • Driving Financial Performance in a Hospital-Owned Medical Practice (D07) • Enhancing Efficiency and Reimbursement at Critical Access Hospitals (D08)

Managed Care/Payment/Reimbursement Strategies • Late-Breaking Policy and Strategy Session (D09) • Reimbursement, Payment, and Accounting Strategies in the Changing Healthcare Environment (D10) • Understanding State Health Exchanges to Optimize Managed Care Contracts (D11) PFS/Revenue Cycle/Patient Access • Physician/Hospital Revenue Cycle Integration: A Panel Discussion (D12) (This session is available only to those working in a provider setting. Preregistration is required.) • How Saint Luke’s Health System Enhanced Its Revenue Cycle Process to Improve Total Payment Collections and Service Quality (D13) • University of Pittsburgh Medical Center: Increasing Patient Referrals to State Medical Assistance Programs and Improving POS Collections (D14)

4:00 - 5:15 PM Updates, Legal Trends, and Compliance • The Medicare 2013 Update (E01) • Determining Value and Physician Compensation When Purchasing a Practice (E02) CFO/Executive Leadership Strategies • Taxable Financings: Could They Play a Role in Your Debt Mix? (E03) • HFMA’s Value Project — Operations Management: A Key Driver of Healthcare Value (E04) • Baptist Health: Creating a Holistic Investment Strategy Across Multiple Portfolios (HFMA Peer Review® Session with SEI) (E05) Finance and Accounting Operations and Results • How Standardized Data Improved Finance-Revenue Cycle Communication at Ascension Health (E06) • Collaborating With Clinicians to Develop Actionable Business Intelligence (E07) • Today’s Healthcare Tax Provisions, Changes, and Concerns (E08) Managed Care/Payment/Reimbursement Strategies • Achieving Physician Integration Using a Co-Management Model (E09) • Automating Population Health Management to Deliver Sustainable, High-Quality Care (E10) • University of Iowa Hospitals and Clinics: Using Payer Contract Management to Improve Reimbursement (E11) PFS/Revenue Cycle/Patient Access • Using Reporting Tools to Track and Reduce Bad Debt (E12) • Norwalk Hospital Improves Revenue Cycle Performance and Productivity Using Lean (E13) • Using Self-Pay and Charity Analytics to Improve Collections and Charity Classifications at St. Joseph Health (E14)

6:30 – 10:00 PM Chapter Presidents’ Dinner and Awards (Invitation Only)

Join us for the leading healthcare finance conference. Register by May 16 to take advantage of full conference

REgiSTRATiOn SAvingS.

WE d N E S dAY • J U N E 1 9 7:00 – 7:50 AM Early Riser Sessions • How Scott & White Healthcare Reduced Contract Labor Costs by 54 Percent (HFMA Peer Review® Session with AMN Healthcare) (ER7) • How a Specialized ED Billing Process Increased Collections by 41 Percent at Conway Medical Center (ER8) • Best Practices for Utilization Review and Case Management Under Recovery Audit Prepayment Review (ER9)

8:00 – 9:30 AM Keynote Speaker Susan Cain Bestselling Author, Quiet: The Power of Introverts in a World That Can’t Stop Talking

Managed Care/Payment/Reimbursement Strategies • Kalieda Health Partners with HealthNow: Forming a Physician-Led Network (H06) • Avoiding Five Common Managed Care Contract Modeling Mistakes: Lessons Learned from Rockford Health System (H07) PFS/Revenue Cycle/Patient Access • How Reengineering Self-Pay Collections Increased Cash Collection by 33 Percent at Mount Carmel Health System (H08) • Using Computer-Assisted Coding to Maximize Coder Resources and Minimize ICD-10 Risk (H09) • Oregon Health & Science University: Revising Revenue Cycle Processes to Prevent Avoidable Denials and Increase Revenue (H10)

6:00 - 10:00 PM Chair’s Reception and Banquet

10:00 - 11:15 AM Updates, legal Trends, and Compliance • Practical Strategies for Managing Medicare Audits and Appeals (F01) CFO/Executive leadership Strategies • Physician Compensation Fair Market Value: Reducing Time and Expense (F02) • Using Supply Chain Data to Achieve Value-Based Purchasing Objectives (F03) • A Practical Approach Toward Accountable Care and Risk-Based Contracting: From Design to Implementation (F04) Finance and Accounting Operations and Results • How Memorial Health System’s Financial Turnaround Improved Performance and Credit Rating (F05) • Accounting and Auditing Update: New Requirements to Maintain Compliance (F06) Managed Care/Payment/Reimbursement Strategies • Lessons Learned from the Financial Front Lines of Population Health Management (F07) • Improving Your Supplemental Security Income Ratios (F08) PFS/Revenue Cycle/Patient Access • How Data Mining at Presbyterian Healthcare Services Increased Revenue by 3 Percent and Productivity by 150 Percent (F09) • Enhancing Pre-Service Financial Counseling to Improve Point-of-Service Collections and Debt-to-Charity Ratio at Health First (F10) • Dignity Health: How to Implement an Effective Patient Estimated Payment Plan (HFMA Peer Review® Session with TransUnion Healthcare) (F11)

11:30 AM – 1:30 PM lunch and learn: Ignite Your Career Vickie Austin, CHOICES Worldwide

1:45 – 3:00 PM Featured Speaker Sessions • Insurance Exchange Pioneer Jon Kingsdale: The Impact of Health Insurance Exchanges on the Provider Community (G01) • Former Obama administration healthcare advisor Bob Kocher, MD: Improving Transparency to Reduce Costs (G02)

E X H I B IT H A ll SUNdAY, JUNE 16

6:00 – 8:00 PM

MONdAY, JUNE 17 11:15 AM – 2:30

(Opening Reception in Exhibit Hall) (Exhibit Hall Lunch)

4:00 – 6:00 PM TUESdAY, JUNE 18 11:15

–

(Exhibit Hall Reception)

2:30 PM (Exhibit Hall Lunch)

REGIST RATION INFOR MATIO N Register between March 1 and May 16 and take $100 off the full conference rate. Pricing Member Nonmember Full conference $1060 $1280 Register between March 1 and May 16 and take $100 off the above rate. Preconference Seminar / 2 Workshops

$665

$765

One Preconference Workshop

$390

$445

Single Day

$665

$765

REGISTR ATION ANd HOTEl

ANI registration and hotel reservations can be completed online at hfma.org/ani. Alternatively, you can download a printable registration form or call (866) 229-3691. HFMA has negotiated rates at three area hotels from $185/night. For complete details, visit hfma.org/ani

3:15 – 4:30 PM Updates, legal Trends, and Compliance • Meeting New ACA Requirements for Conducting a Community Health Needs Assessment: Your CHNA Toolkit (H01) CFO/Executive leadership Strategies • Successful Strategies for Physician Integration Through Governance and Long-Term Security (H02) • Operationalizing Value-Based Purchasing: Barnabas Health System’s Journey to Maximize Performance and Payments (H03) Finance and Accounting Operations and Results • How Ohio Valley Health Made a $16 Million Turnaround Through Measurement and Accountability (H04) • HFMA Principles & Practices Board Update (H05)

*HFMA Peer Review® Program Sessions are CPE-eligible sessions

featuring an application of an HFMA Peer Reviewed product or service. Vendors and providers will co-present. For more information on HFMA’s Peer Review, visit hfma.org/peerreview.

SUNDAY

MONDAY

TUESDAY

6 : 0 0 – 8 : 0 0 PM

4 : 0 0 – 6 : 0 0 PM

6 : 3 0 – 1 0 : 0 0 PM

OPENING RECEPTION IN THE EXHIBIT HALL AND FIRST TIMERS MEET AND GREET

EXHIBIT HALL RECEPTION

CHAPTER PRESIDENTS’ DINNER AND AWARDS

7: 0 0 – 1 0 : 0 0 P M

(Invitation Only)

New for 2013! We will be kicking off the Conference Floribbean Style – right in the Exhibit Hall. Immediately following the Opening Sunday Keynote Address, you will be treated to an abundance of food and beverage, entertainment, exciting prize drawings, and special exhibitor promotions exclusive to this conference kick-off event. And ANI first-time attendees will have the chance to network during the meet-and-greet from 6:15 – 6:45 PM.

JA ZZ IT UP – PARTY DOWN ALL–SHOW PARTY

WEDNESDAY 6 : 0 0 – 1 0 : 0 0 PM

CHAIR’S RECEPTION AND BANQUET

8 : 0 0 – 1 1 : 0 0 PM

POST-WELCOME RECEPTION

Join your fellow conference attendees for this exciting networking event at Napa/Rocks at The Peabody Hotel. Registered attendees will be treated to complimentary beverages and hors d ’oeuvres and great entertainment – and you’ll have your choice whether to “Jazz it Up” with a jazz soloist performing classic tunes, or “Party Down” with our lively Dueling Pianos team taking your requests. This event is sure to be a good time! Must have a 2013 ANI registration badge to attend. No one under the age of 21 will be admitted. Enjoy free admission as well as cocktails and hors d’oeuvres at David’s Club/Lobby Bar at the Hilton Orlando. This is your opportunity to continue your networking with other conference attendees after the Opening Reception. Must have a 2013 attendee badge to attend. No one under the age of 21 will be admitted.

Join us for the Annual Chair’s Reception and Banquet, one of the most memorable events of ANI. Enjoy dinner and entertainment, installation of HFMA’s new Board of Directors, and presentation of the Frederick C. Morgan Individual Achievement Award, the Association’s highest honor for career-long contributions to healthcare finance and HFMA.

Sponsored by:

MONDAY • JUNE 17 • Early Riser Sessions 7: 0 0 – 7:50 Using Formulary-Based Requisitioning to Manage Clinician Spending (ER1) 1.0 CPE

• Better manage clinician spending

stop spend leakage by identifying functional similar/ functional equivalent items to replace off-formulary requests

This session will explore new formulary-based requisitioning tools that help manage clinician spending through improved visibility and control. Learn how new artificial intelligence and cloudbased technology enables real-time matching of orders to the supply formulary, workflow prompts for the correct products, and purchase approvals.

• Improve visibility and control within the supply chain

SPEAKERS

How Patient Estimates are Improving Pre-Service and Point-of-Service Collections at Beth Israel Deaconess Medical Center (ER2) 1.0 CPE

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•D etermine the need for providing out-of-pocket estimates to all patients before or at time of service

Sample patient letters, checklist of “questions to think about,” and a sample workflow diagram

• Review processes that must change before implementing a patient financial counseling program

SPEAKER

This session will describe how a patient cost estimation process at or before the time of service has enhanced both collections and patient satisfaction. Learn ways to verify patient eligibility, produce an accurate estimate, and reduce billing costs at a time when patients are shouldering a greater financial burden for their care.

How St. Elizabeth Healthcare Overcame Observation Status Challenges and Streamlined Charge Capture (ER3) 1.0 CPE HFMA Peer Review® Session with Optum

AFTER THIS SESSION, YOU WILL BE ABLE TO:

• Describe new formulary-based requisitioning

PREREQUISITES

General price line/cost workflows and strategies TOOLS AND TAKEAWAYS

Comprehensive variance analysis used to identify savings opportunities, including price line/product variance and contract price variance; workflow to

• Measure the results of a comprehensive strategy to increase pre-service and time-of-service collections

Observation is playing a bigger role in the patient mix and also is a focus of the RAC program. This session will show how St. Elizabeth created a consistent method across five facilities for its emergency department and observation charge capture, and as a result improved accuracy and efficiency of charge capture throughout the organization.

Beth O’Toole, Senior Director, Revenue Cycle, Beth Israel Deaconess Medical Center

PREREQUISITES

Familiarity with front-end patient financial services operations

AFTER THIS SESSION, YOU WILL BE ABLE TO:

SPEAKERS

• Describe operational challenges with observations status and strategies to resolve them

Lorri Atkins, RN, Senior Director, Product Management, Optum; Amanda Fishman, RN, BSN, MBA, Manager, Charge Capture & Utilization Management, Revenue Cycle Integrity, St. Elizabeth Healthcare

• Describe payer guidelines for observation status • Identify common challenges associated with observation status coding

Terri Kendrick, Director, Procurement Services, Wheaton Franciscan Healthcare; Joseph Volpe, VP, Supply Chain, Wheaton Franciscan Healthcare

PREREQUISITES

None TOOLS AND TAKEAWAYS

Strategies for resolving RAC and observation status challenges, sample methodology for observation coding, and list of common problems and solutions in observation and other coding

Monday • June 17 • Breakout Sessions 10 : 0 0 – 11:15 AM Legal Update: Maintaining Compliance During Times of Change (A01) 1.5 CPEs U

This session will provide updates on legal provisions under healthcare reform as well as their effect on compliance programs.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Describe the latest developments in antitrust, fraud and abuse, corporate responsibility, privacy, taxation, employment, credentialing, and other areas under heightened legal scrutiny in healthcare organizations

Basic knowledge of healthcare finance and legal issues

• Implement strategies to maintain compliance • Improve your relationship with legal counsel

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

U Update

0 Overview

CPE FIELD OF STUDY

Legal TOOLS AND TAKEAWAYS

Checklist of action steps for key compliance areas SPEAKER

Joanne Judge, CPA, Esq., Partner, Stevens & Lee

HFMA.ORG/ANI 9

Monday • June 17 • Breakout Sessions 10 : 0 0 – 11:15 AM Mastering Conflict-of-Interest Reporting– From the IRS 990 to NIH Public Disclosure (A02) 1.5 CPEs U

Using best practice examples and case studies, this session will examine the evolution of thought on conflicts of interest (COI) and outline the fundamentals of COI reporting.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

• Understand obligations for identifying, analyzing, managing, and reporting financial COI

Regulatory Ethics

• Evaluate the effectiveness of current policies and processes for COI management and reporting

Survey for evaluating current COI processes, sample COI disclosure questionnaire(s) for collecting required COI information, workflow diagram(s), COI system functional requirements, and hospital system case studies

• S uggest or implement ways to reduce cost, improve COI management, facilitate reporting, and handle public relations issues for identified COI PREREQUISITES

Knowledge of financial policies related to COI reporting

How Baton Rouge General Used Its Clinical Research Program to Increase Revenues and Market Share (A03) 1.5 CPEs L2

This session examines how a robust clinical research program can optimize financial returns and increase market share. Learn how to assess and improve existing research activity to sustain measured growth.

An Executive Event: Meet Joe Gibbs (A04) 1.5 CPEs This session is designed for senior-level executives in a provider setting. Preregistration is required and seating is limited. L3

Join former Washington Redskins coach and NASCAR team owner Joe Gibbs to hear how he has led some of the world’s most successful sports teams. Learn how fostering trust and improving team chemistry can be essential for executives leading organizations through the transformation of healthcare delivery.

To Merge or Not to Merge: Hospital Executive Panel Discussion (A05) 1.5 CPEs L2

This session will address the position of the standalone hospital in a consolidating healthcare market. The discussion will focus on advantages and challenges of maintaining stand-alone status, factors that could influence a decision to see affiliation partners, and various affiliation strategies that might be pursued.

SPEAKER

William Sacks, VP, Health Care Compliance Strategies, Inc.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify how a clinical research program can improve financial standing and increase market share

General knowledge of hospital financial operations and reporting

• Conduct a high-level financial and operational assessment of existing research activity

TOOLS AND TAKEAWAYS

• Identify and correct operational and financial inefficiencies within a research program • Understand how a clinical research program can affect a hospital’s bottom line

Research program operational and financial assessment tools SPEAKERS

Edgardo Tenreiro, Executive VP and COO, Baton Rouge General Hospital System; Rhonda Paz, PhD, CRCP, Senior VP, Clinical Trials Operations, GuideStar Clinical Trials Management

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Establish and refine your leadership skills to improve team dynamics

Leadership strategies designed to motivate teams and enhance trust

•A pply effective leadership strategies to motivate and inspire teams to prevail, despite overwhelming odds

SPEAKER

PREREQUISITES

Joe Gibbs, Pro Football Hall of Fame coach and accomplished NASCAR team owner

Knowledge of healthcare leadership principles

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify the various factors influencing a merger or acquisition decision

A list of potential merger impacts and actions for resolution

• Share examples and impacts from organizations that have considered these questions, including effects on volumes, margins, technology and physician recruitment

SPEAKERS

• Describe affiliation strategies that offer alternatives to merger or acquisition PREREQUISITES

Knowledge of strategic healthcare finance concepts and the general concepts of mergers and acquisition

10 HFMA NATIONAL INSTITUTE

TOOLS AND TAKEAWAYS

Michael Allen, FHFMA, CPA, CFO/Treasurer, Winona Health; James Doyle, FHFMA, CPA, EVP & CFO, Elmhurst Memorial Healthcare; Harold Dupper, CHFP, VP, Finance, Platte Valley Medical Center; Myron Machula, CFO, Enloe Medical Center; James Landman, JD, PhD, Director of Thought Leadership Initiatives, HFMA (Moderator)

Monday • June 17 • Breakout Sessions 10 : 0 0 – 11:15

Sharp Grossmont Hospital: Improving Quality Outcomes Data to Drive Financial Performance (A06) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Analyze and address how quality outcomes data affect case mix index and reimbursement

General knowledge of hospital reporting metrics

HFMA Peer Review® Program Session with 3M Health Information Systems

• Collaborate with physicians to ensure complete and accurate documentation that captures rates of complications and major complications, patient severity, and risk of mortality

A checklist of specific documentation issues and top DRGs that affect compliance and reimbursement under ICD-10

• Improve claims data accuracy to decrease backend correction times, write-offs, and accounts receivable days

Garri L. Garrison, RN, Director, Consulting Services, 3M Health Information Systems; Kari Cornicelli, FHFMA, CPA, VP/CFO, Sharp Grossmont Hospital

Learn how one hospital improved quality, compliance, and reimbursement by analyzing and enhancing clinical documentation, coding, and performance.

• Identify integrated documentation, coding, and performance-monitoring processes and tools that support financial gain and regulatory compliance

Evaluating and Executing a Physician Practice Integration Strategy (A07) 1.5 CPEs L2

TOOLS AND TAKEAWAYS

SPEAKERS

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Describe the concept of fair market value

Basic understanding of physician/hospital integration strategies

• Define the approaches considered and nuances of valuing a physician practice

TOOLS AND TAKEAWAYS

Checklist for things to consider in on-boarding a physician/physician group subsequent to an acquisition

This session will assess the key variables to consider in evaluating and executing an acquisition strategy, including: fair market value, valuation of tangible and intangible assets, post-acquisition compensation, and post-acquisition governance and management.

• Identify the most current compensation models and trends in the market

EHR Incentives for Critical Access Hospitals: Reducing Financial Risk Under Meaningful Use Stage 2 (A08) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• List lessons learned during the first two years of EHR incentives for CAHs and other rural providers

List of new EHR regulations and critical timelines, and strategies to address new regulations and reduce future risks

This session will review the lessons learned in the first two years of Medicare electronic health record (EHR) incentives for critical access hospitals (CAHs). Learn the new rules for Stage 2 and ways to navigate the future attestation process and avoid related penalties.

Building a Transparent Billing Cycle to Improve Financial and Operational Performance (A09) 1.5 CPEs L2

Learn how to spot and correct inefficiencies to create more transparent billing processes that improves financial and operational performance.

• Examine the importance of structuring a sound governance and management system postacquisition

• Describe and understand the potential effects of new regulations related to EHR incentives • List strategies to address new EHR regulations and reduce risk for penalties

L1 Basic

L2 Intermediate

L3 Advanced

Alexander Fritz, CPA, CVA, Senior Manager, Blue and Co. LLC

SPEAKER

Ralph Llewellyn, Partner, Eide Bailly LLP

PREREQUISITES

Familiarity with CAH operations and CMS requirements

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Track posted payments to identify underpayments and inappropriate denial and/or bundling of services

Knowledge of healthcare billing processes and workflows

• Compare details such as bundling and medical necessity to published payer “black box” edits and medical policy

TOOLS AND TAKEAWAYS

• Formulate trend data by payer and submit inappropriate denials for bundling or misinterpreted medical policy • Create managed care plans by contract, payment criteria, and carve-outs with an effective reimbursement tracking system

LEVEL

SPEAKER

U Update

0 Overview

Worksheet packet: roadmaps for operational budgeting, payer claims and managed care contracts; white paper: Billing Transparency for Hospital-Based Practices by Carrie Moneymaker; MMP reporting technology - trend data; flow chart of billing best practices SPEAKERS

Patrick Epting, Executive Director and CEO, Clearwater Radiology Associates; Jana Landreth, CPA, Director of Practice Management, Medical Management Professionals

HFMA.ORG/ANI 11

Monday • June 17 • Breakout Sessions 10 : 0 0 – 11:15 Managing Payer Expectations Under the Affordable Care Act (A10) 1.5 CPEs L2

Learn what payers will seek from providers under the Affordable Care Act (ACA) and understand how to meet those new demands. Discussion will include contracting tips, medical decision making models, quality measures and payments, bundling payment, capitation models, and access concerns.

Payment Strategies That Enhance Payer Equity, Charge Position, and Yield (A11) 1.5 CPEs L2

Learn how to develop an ideal payment strategy in both charge-based and noncharge-based payment areas.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Understand what payers will seek in terms of cost, quality, access, and medical decision making

Framework for creating a denials resource center, model “to-don’t” contract, and key performance indicators for improving denials control and managed care contracts

•U se a contract checklist to evaluate payer contracts •U nderstand the language needed in a capitation arrangement with withholds (for cost and quality) and reserves PREREQUISITES

SPEAKER

Ellen Stewart, JD, FHFMA, Partner, Berenbaum Weinshienk PC

General knowledge of managed care contracting principles

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Evaluate internal and external payer equity to determine if payment differences are warranted

Data from two national studies evaluating the correlation between payment terms and market share/hospital size and key pricing trends among U.S. hospitals

• Simplify hospital price comparison and review key pricing trends affecting hospital payment strategy • Develop an ideal strategy to enhance equity/ defensibility and yield in charge-based and noncharge-based areas

SPEAKER

Jamie Cleverley, Principal, Cleverley + Associates

PREREQUISITES

Familiarity with payment processes and strategies

How Cross-Departmental Collaboration Improved Revenue Cycle Performance and Satisfaction at Atlantic Health System (A12) 1.5 CPEs L2

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify cross-departmental process changes for improving cohesiveness

Case study and list of processes designed to increase cross-departmental collaboration, patient satisfaction, and financial outcomes

• Identify methods for increasing collections during all points of patient engagement

Learn how one health system improved revenue cycle performance and patient satisfaction by enhancing cross-departmental collaboration, point-of-service collections, and patient pre-service financial counseling.

• Evaluate revenue cycle processes and operations to identify opportunities for improvement

Selecting Collection Agency Partners to Maximize Recovery and Maintain Patient Satisfaction (A13) 1.5 CPEs

• Identify key operational metrics to help ensure successful self-pay collections

PREREQUISITES

Familiarity with general revenue cycle process flows

•R eview how the right accounts receivable partner can boost reputation and improve patient satisfaction

Learn how to identify and manage high-performing first- and third-party collections partners to optimize financial results and patient satisfaction.

PREREQUISITES

AFTER THIS SESSION, YOU WILL BE ABLE TO:

RFP checklist, sample reports and metrics for evaluating relationships with accounts receivable partners, list of state-of-the-art collections and contract management technology, and key attributes of an ideal accounts receivable partner

• Recognize an ideal request for proposal (RFP) and a potentially high-performing accounts receivable partner • Utilize your influence over staffing, technology, reporting, data mining, recovery and liquidation, legal compliance, standardized metrics, and complaint resolution methodologies

12 HFMA NATIONAL INSTITUTE

Knowledge of billing and collection processes TOOLS AND TAKEAWAYS

LEVEL

L1 Basic

SPEAKERS

Nancy Kaminski, Corporate Director, Patient Financial Services, Atlantic Health System; Kevin Heglar, Financial Systems Manager, Patient Financial Services, Atlantic Health System

SPEAKERS

Rozanne Andersen, Chief Compliance Officer, Ontario Systems; Kevin Lonergan, CEO, Revenue Solutions Division, Grant & Weber; Jim Christensen, Owner and CEO, Array Services Group; Terry Armstrong, President, State Collection Service, Inc.; Tim Reiner, VP, Revenue Management, Adventist Health System (Moderator)

L2 Intermediate

L3 Advanced

U Update

0 Overview

Monday • June 17 • Breakout Sessions 10 : 0 0 – 11:15 AM Predictive Modeling and Advanced Analytics to Mitigate Financial Risks of ICD-10 Transition (A14) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Describe the main drivers of financial risks associated with the ICD-10 transition

Practical insights on tools and approaches for quantifying and mitigating ICD-10 revenue risk

• List approaches and tools used to quantify ICD-10 revenue risk

SPEAKERS

Find out what poses risks to revenue under the ICD-10 transition, and learn how to use practice tools and techniques to identify and quantify those risks.

• Plan and prepare a risk-based approach to ICD-10 transition PREREQUISITES

Christine Armstrong, Principal, Deloitte Consulting LLP; Danielle Reno, ICD-10 Program Director, Sutter Health; Bret Kelsey, Chief Revenue Officer, Lucile Packard Children’s Hospital

Knowledge of data reporting and analytics

Monday • June 17 • Featured Speaker Sessions 2:45 – 4: 0 0 Deloitte’s Paul Keckley: The Road Ahead: Effects of Healthcare Reform in the Coming Decade (B01) 1.5 CPEs L2

Blue Cross Blue Shield Association’s Robert J. Kolodgy: Transforming the Payer-Provider Relationship to Improve Value (B02) 1.5 CPEs L2

Moody’s Lisa Goldstein: Credit Ratings and Access to Capital in a New Healthcare Environment (B03) 1.5 CPEs L2

As payment and care delivery models change, rating agencies may focus on new variables that will affect financial health, ratings, and access to capital.

Based on comprehensive provider data, this session will focus on trends and challenges in systems of care around three major themes: reform of health systems, disruptive innovations, and the role of consumers. The presentation will highlight payment models and care delivery system reforms that provider organizations should anticipate over the coming decade.

PREREQUISITES

This session will feature payer perspectives on payment and care delivery reform. Blue Cross and Blue Shield Association’s CFO Robert J. Kolodgy will highlight promising models of payer-provider collaboration and describe how business models will need to evolve on both the payer and provider sides.

PREREQUISITES

In this session, Lisa Goldstein will discuss Moody’s outlook on significant trends affecting the financial performance of healthcare providers, steps that providers should be taking to anticipate and respond to these trends, and how changes to the healthcare system may affect access to capital over the next five to ten years.

PREREQUISITES

Knowledge of Affordable Care Act and major reform initiatives SPEAKER

Paul Keckley, Executive Director, Deloitte Center for Health Solutions

Familiarity with managed care and reimbursement practices SPEAKER

Robert (Bob) J. Kolodgy, Senior Vice President and Chief Financial Officer, Blue Cross and Blue Shield Association

Familiarity with bond markets and credit rating methodologies SPEAKER

Lisa Goldstein, Associate Managing Director, Moody’s Investors Service

HFMA.ORG/ANI 13

TUESDAY • JUNE 18 • OVERVIEW TUESDAY KEYNOTE ADDRESS 8 : 0 0 – 9: 3 0 A M

1.5 CPEs DON BERWICK, MD Former Administrator, Centers for Medicare & Medicaid Services; Founding CEO, Institute for Healthcare Improvement

Transitioning to Value: Barriers, Solutions, and Opportunities Don Berwick is a leading advocate for high-quality, value-driven health care who sees tremendous unrealized potential in American medicine. Berwick will present a vision of how, through continual improvement, innovation, strong leadership, and smart policy, America can transform our system into one that achieves better patient outcomes and addresses the need to provide high-quality care within our limited resources. He will identify the barriers that must be overcome to reform the delivery system, the outcomes of successful delivery models, and the signals of progress within provider organizations.

REGISTRATION

KEYNOTE ADDRESS

6:00

8 : 0 0 – 9: 3 0 A M

– 5 : 0 0 PM

CONTINENTAL BREAKFAST

BREAKOUT SESSIONS

7: 0 0 – 8 : 0 0 A M

1 0 : 0 0 – 11 :1 5 A M

EARLY RISER SESSIONS

EXHIBIT HALL AND LUNCH

7: 0 0 – 7: 5 0 A M

11 :1 5 A M – 2: 3 0 P M

• King’s Daughters Medical Center: How to Use Data Analytics to Drive Sustainable Change in the Revenue Cycle Process

Enjoy lunch in the exhibit hall and visit with more than 400 companies offering ideas and solutions for healthcare finance professionals.

(HFMA Peer Review® Session with CBIZ)

• Reducing Risk Without Diminishing Long-Term Portfolio Returns • How Optimizing Accounts Receivable Processes Helped Promise Healthcare Collect $13.9 Million CERTIFICATION LOUNGE (current Certified members only)

BREAKOUT SESSIONS 2: 3 0 – 3 : 45 P M 4 : 0 0 – 5 :1 5 P M

CHAPTER PRESIDENTS’ DINNER AND AWARDS (Invitation Only)

6 : 3 0 – 1 0 : 0 0 PM

7: 0 0 A M – 4 : 3 0 P M

FORUM NETWORKING LOUNGE (Forum members only)

7: 0 0 A M – 4 : 3 0 P M

14 HFMA NATIONAL INSTITUTE

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

U Update

0 Overview

Tuesday • June 18 • Early Riser Sessions 7: 0 0 – 7:50 King’s Daughters Medical Center: How to Use Data Analytics to Drive Sustainable Change in the Revenue Cycle Process (ER4) 1.0 CPE HFMA Peer Review® Session with CBIZ L2

The program will focus on King’s Daughters’ experience with defining data analytics needs for its Revenue Cycle Documentation Improvement Process, learning how to focus education and follow-up efforts, and identifying the triggers necessary to expedite record reviews and documentation enhancement.

Reducing Risk Without Diminishing Long-Term Portfolio Returns (ER5) 1.0 CPE L2

This session outlines how hedging techniques can reduce drawdowns, volatility, and tail risk without diminishing long-term portfolio returns. Learn the fundamental nature of hedging techniques and their place in portfolio construction.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Describe how a focused approach will enhance your documentation improvement initiative

Data analytics checklist, process improvement flowchart, and improvement benchmarking tool

• I dentify the interrelationship of different data sources to form the basis for identifying areas for improvement

SPEAKERS

• Utilize the tools and takeaways to jump start your own data analytics driven improvement initiative

Samuel Donio, President, CBIZ KA Consulting Services LLC; Gregory Whitlock, Director of Revenue Cycle, King’s Daughters Medical Center

PREREQUISITES

A general understanding of revenue cycle documentation requirements

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

• Compare the benefits of traditional portfolio risk reducers and diversified risk reduction strategies

Finance

• Identify how a risk reduction strategy diversified across the entire asset class spectrum can reduce the cost of risk reduction

White paper: Risk Reduction’s Effect on Long-Term Return Compounding and long-term capital market return assumptions matrix

• Assess hedge fund strategies that may reduce risk without diminishing long-term portfolio returns

SPEAKER

PREREQUISITES

TOOLS and TAKEAWAYS

Tony Werley, Chief Investment Officer, J.P. Morgan Endowments & Foundations Group

Investment knowledge and familiarity with investment products, including hedge funds, fixed income, and equities

How Optimizing Accounts Receivable Processes Helped Promise Healthcare Collect $13.9 Million (ER6) 1.0 CPE L2

This session will present how one healthcare system increased cash collections and reduced cost to collect by optimizing its accounts receivable processes.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify repeatable, sustainable accounts receivable processes designed to convert receivables to revenue

Basic understanding of cash collections and accounts receivable processes

• Identify ways to improve net cash collections and meet cash goals by augmenting accounts receivable resources

TOOLS AND TAKEAWAYS

• Discuss methods for enhancing initial billing efforts and account prioritization to improve collections

SPEAKER

Checklist for improving front-end submissions to accelerate billing Richard Gold, Executive VP, Hospital Operations, Promise Healthcare

HFMA.ORG/ANI 15

Tuesday • June 18 • Breakout Sessions 10 : 0 0 – 11:15 Using Benchmarking Tools and Data Analysis to Avoid the Medical Necessity Gray Zone (C01) 1.5 CPEs L2

Learn how to identify cases at risk of falling into the medical necessity gray zone by using data analysis and benchmarking tools, such as publicly available MedPAR data and the Program for Evaluating Payment Patterns Electronic Report (PEPPER).

Legislative & Regulatory Update for Rural PPS Hospitals (C02) 1.5 CPEs U

This session will cover federal reimbursement and related issues unique to rural prospective payment system (PPS) hospitals. Learn about recent legislation, updates to quality initiatives, delivery models, readmission rates, and the 340B drug purchasing program.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Determine which areas are at high compliance risk related to misclassification of inpatient vs. observation status for admissions and readmissions

Understanding of payments and compliance data

• Use data analytics and benchmarking tools, such as MedPAR data and the PEPPER, to identify cases at risk of falling into the medical necessity gray zone

SPEAKERS

TOOLS AND TAKEAWAYS

Sample compliance dashboard

• Assess overall risk and opportunity relative to program performance

Ralph Wuebker, MD, Chief Medical Officer and VP of Audit, Compliance and Education, Executive Health Resources; Sareth Degala, Senior VP of Revenue Cycle, Wellstar Health System

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Describe legislative and regulatory changes unique to rural PPS hospitals

Guide for monitoring value-based purchasing quality scores, checklist of reimbursement strategies for rural PPS hospitals, and tools to evaluate Medicare profitability using Medicare cost report information

• Obtain ideas for implementing value-based purchasing, such as monitoring quality scores and readmission rates • Identify unique reimbursement provisions for rural PPS hospitals PREREQUISITES

SPEAKERS

Eddie Marmouget, CPA, Partner, BKD LLP; Timothy Wolters, CPA, Director of Reimbursement, Citizens Memorial Hospital

Knowledge of reimbursement provisions and rural hospital operations

Navigating the Risks, Rewards, and Costs of Capital (C03) 1.5 CPEs L2

Learn how to secure and deploy appropriate capital to the highest and best use to reduce overall costs.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify sources of capital for hospitals and healthcare systems, including real estate capital, tax exempt and taxable bonds, bank loans, equipment leasing and financing, and local/federal tax and incentive programs

Familiarity with capital markets

• Determine the most appropriate situations for specific financial instruments and strategies, including real estate holdings and strategies • Understand how hospitals and healthcare systems have used various financial instruments and strategies to improve their financial position and make capital available for their designated highest and best use

How Collaboration and Automation Improved Pharmacy Revenue Integrity at Billings Clinic (C04) 1.5 CPEs L2

Learn how one organization improved pharmacy revenue, performance, and compliance using financial process automation and financial and clinical collaboration.

Finance TOOLS AND TAKEAWAYS

Comparative guide of financial instruments and strategies for healthcare organizations SPEAKERS

Mindy Berman, Managing Director, Capital Markets, Jones Lang LaSalle; John King, CPA, CFO, Kindred Healthcare

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Keep pricing aligned with changing regulations to ensure revenue integrity

Familiarity with pharmacy operations and processes

• Identify disconnects between amounts of medication purchased and dispensed, and the charges for particular subsets of drugs

Graphic of organizational structure that supports revenue integrity

• Understand how normalizing pharmacy system and chargemaster data can improve financial performance

Kyle Townsend, Clinical Manager of Pharmacy Services, Billings Clinic; Brooke Biloski, Professional Services Manager–Supply Chain, Craneware; Jennifer Carmondy, Director of Reimbursement Services, Billings Clinic

• Find ways to meet NDC-identifier requirements and improve data management to receive proper 340B discounts • Distinguish the patient satisfaction that may result from standardized pricing for similar procedures and fewer fluctuations in drug prices 16 HFMA NATIONAL INSTITUTE

CPE FIELD OF STUDY

TOOLS AND TAKEAWAYS

SPEAKERS

Tuesday • June 18 • Breakout Sessions 10 : 0 0 – 11:15 Coming to Your Community: Innovative Partnership Strategies and Structures that are Reshaping U.S. Health Care (C05) 1.5 CPEs L2

This session will describe the growing spectrum of affiliation and partnership structures that are redefining how the business of health care is conducted in specific communities and regions.

Physician Cost Accounting: What Hospital Finance Professionals Need to Know (C06) 1.5 CPEs L2

This session will identify some of the challenges of using a hospital costing system for physician services. Discussion will also include physician costing alternatives and their shortcomings and benefits.

Cleveland Clinic & Enterprise Risk Management: From Compliance to a Strategic Tool (C07) 1.5 CPEs L2

Learn how to use enterprise risk management (ERM) to improve risk intelligence and reporting across an entire organization and enhance stakeholder value.

The Effect of Healthcare Reform on Access to Capital (C08) 1.5 CPEs L2

Learn how healthcare reform will affect healthcare revenues and access to capital, and what financing options may be appropriate alternatives for both small and large hospitals and healthcare systems.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•U nderstand the new rationale for healthcare consolidation and the expected trajectory of hospital partnerships

Knowledge of healthcare finance management, healthcare business, or strategic planning

• Identify how private equity affects consolidation activity

Data on current trends in hospital merger and acquisitions, specific data on private equity investment in health care, and advantages and disadvantages of each type of partnership structure

• Identify the range of possible partnerships • Reference case studies of innovative hospital transactions that use affiliations, management services agreements, joint ventures, joint operating agreements, and mergers to meet organizational goals

L2 Intermediate

L3 Advanced

Kit Kamholz, Managing Director, Kaufman Hall; Michael Finnerty, Managing Director, Kaufman Hall

PREREQUISITES

• Describe the differences between hospital and physician costing models

Basic understanding of healthcare cost accounting, particularly hospital cost accounting

• Know how and why activity should be defined in one model or another

CPE FIELD OF STUDY

• Blend hospital and physician data for network costing purposes

TOOLS AND TAKEAWAYS

• Identify the purpose of this discipline in the new healthcare reimbursement paradigm

Accounting Cost accounting model differences between hospital and physician practices SPEAKER

Cesar Fernandez-Mansilla, Managing Director, IMOS, Inc.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

•D escribe how to plan and implement an ERM program, using healthcare examples

Management Advisory Services

• Discuss using enterprise risk assessment to link ERM to strategic planning and organizational objectives

Sample enterprise risk assessment checklist

PREREQUISITES

Knowledge of healthcare finance risk and reporting concepts

Charles Kolodkin, JD, CPCU, Executive Director, Enterprise Risk and Insurance, Cleveland Clinic; Angela Hoon, Partner, KPMG

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Describe the capital market’s evolving perspective on how healthcare reform will affect not-for-profit hospitals and healthcare systems

Basic understanding of capital markets

• Identify how healthcare reform may affect hospital/ healthcare system revenues and resultant debt capacity

TOOLS AND TAKEAWAYS

TOOLS AND TAKEAWAYS SPEAKERS

CPE FIELD OF STUDY

Finance

• Know when hospitals and health systems should:

White papers: Financing Options for Nonprofit Small and Rural Hospitals and Financing Options for Large Nonprofit Hospital and Multi-Hospital Systems

– Borrow capital on their own credit strength

SPEAKER

– Use alternative sources of capital, such as off-balance sheet financing and real estate investment trusts

L1 Basic

SPEAKERS

AFTER THIS SESSION, YOU WILL BE ABLE TO:

– Use nonrecourse financing structures

LEVEL

TOOLS AND TAKEAWAYS

U Update

0 Overview

Thomas Green, Chairman and CEO, Lancaster Pollard

HFMA.ORG/ANI 17

Tuesday • June 18 • Breakout Sessions 10 : 0 0 – 11:15 Maximizing Net Revenue Through RealTime Payment Compliance (C09) 1.5 CPEs L2

Learn how one hospital system uses real-time payment compliance to work underpayments and denials and recover more than $6 million per year.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Understand how to transition from retrospective to real-time payment compliance and denials management

Knowledge of payment processes and compliance issues

• Identify key opportunities for improvement in payment compliance processes

Self-evaluation assessment based on people, process, and technology

• Explore technology and reporting options for refining net revenue accuracy and tracking feedback to prevent payment errors

SPEAKERS

• Identify preventable “gotchas” in managed care contracts

How Hunterdon HealthCare Partners Engaged Payers in a Clinical Innovations Program (C10) 1.5 CPEs L2

TOOLS AND TAKEAWAYS

Shannon Dauchot, Senior VP, Corporate Operations and Client Relations, Parallon Business Solutions; Michelle Carpenter, Corporate Business Office Director, Capella Healthcare, Inc.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Design a successful clinical innovations program

Understanding of clinical processes and the premise behind population health

• Avoid potential pitfalls to a successful clinical innovations program

TOOLS AND TAKEAWAYS

Implementation timeline and program evaluation metrics

The session will cover how one healthcare system implemented a collaborative clinical innovations program representing various commercial payers to improve outcomes, quality, and cost.

• Collaborate with physicians to design a successful clinical innovations program

Cox Health System’s Journey Through Bundled Payments Initiatives (C11) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify healthcare reform strategies

Sample bundled payment pricing models

• Understand steps toward bundled payment building blocks

SPEAKERS

Learn how one healthcare system implemented incentives for bundled payments and educated providers in the process.

• Identify the appropriate metrics for evaluating a clinical innovations program

• Identify an ideal organizational structure and legal and contracting considerations

SPEAKERS

Deborah Hoskins, Director of Finance, Hunterdon Medical Center; Jeffrey Weinstein, Executive Director, Hunterdon HealthCare Partners

Jeff Bond, CEO, Cox Health Plans; Gilbert D’Andria, Vice President, Payer Technologies, MedAssets

PREREQUISITES

Familiarity with provisions of the ACA and bundled payment

Carson Tahoe Health Uses Data Analytics to Tailor Training and Mitigate ICD-10 Risks (C12) 1.5 CPEs L2

Learn how one healthcare system used data analytics to improve financial, coding, and documentation areas that pose the greatest financial risk and opportunity during ICD-10 conversion. Discussion will include common methodologies, tools, reports, and case studies.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Use claims data to determine which types of cases and codes present the greatest risk for revenue loss under ICD-10

Sample data analysis dashboard reports and ICD-10 audit worksheets

• Identify potentially vulnerable areas on which to focus immediate training and education to reduce reimbursement exposure

Greg Adams, FHFMA, President, Consulting Services, Panacea Healthcare Solutions, Inc.; Kim Charland, RHIT, CCS, Senior VP, Clinical Consulting Services, Panacea Healthcare Solutions, Inc.; Gayle McHenry, MHA, Director, Patient Financial Services/Health Information Management, Carson Tahoe Health

• Create customized training programs based on your case mix PREREQUISITES

General knowledge of ICD-10 data requirements

18 HFMA NATIONAL INSTITUTE

LEVEL

L1 Basic

SPEAKERS

L2 Intermediate

L3 Advanced

U Update

0 Overview

Tuesday • June 18 • Breakout Sessions 10 : 0 0 – 11:15 AM How a Pre-Service Center at MetroHealth System Improved Satisfaction, Efficiency, and Revenue (C13) 1.5 CPEs L2

Learn how one healthcare system’s use of a preservice center improved the patient experience, reduced cost, and enhanced revenue.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Develop a conceptual framework of a pre-service center operating model

Working knowledge of revenue cycle operations, leading practice operating models, and workflows

• Identify the benefits and challenges of implementing a pre-service center operating model

TOOLS AND TAKEAWAYS

• Understand how to apply a “concierge” approach to pre-service center functions • Leverage technology to optimize staffing, revenue, performance accuracy, and patient satisfaction

Engaging Physicians in Revenue Cycle Management to Support Growth at Texas Health Physicians Group (C14) 1.5 CPEs L2

Learn how aligning with physician practices on revenue cycle processes gave one healthcare organization a firm financial foundation and cash flow to support purchasing, hiring, retention, and expansion of services.

Sample job tools, conceptual operating model, a high-level project plan, and performance targets SPEAKER

Craig Richmond, VP, Revenue Cycle, The MetroHealth System

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Define the five key metrics for evaluating revenue cycle processes

Five key physician practice metrics to assure a healthy revenue cycle

• Recognize business improvements that affect revenue cycle performance

SPEAKERS

• Engage physicians as revenue cycle managers

Frank Marshall, President, MedSynergies, Inc.; Sam Civello, VP, Texas Health Physicians Group

PREREQUISITES

Familiarity with revenue cycle metrics

HFMA.ORG/ANI 19

Tuesday • June 18 • Breakout Sessions 2:30 – 3:45 PM Determining Correct Coding and Classifications for Observation Reimbursement (D01) 1.5 CPEs 0

This session will emphasize the correct coding compliance measures to achieve appropriate reimbursement for emergency department (ED) observation services.

The Changing Landscape of Healthcare Reform: Washington Update (D02) 1.5 CPEs U

Learn how a changing political environment will affect updates in healthcare reform, and assess the implications for payment systems and healthcare providers.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•C lassify patient categories for ED observation services

Basic knowledge of ED coding

•D istinguish the parameters necessary for obtaining reimbursement for ED observation services

Observation fact sheet

•R ecognize coding compliance for observation reimbursement

Ronald Stunz, MD, FACEP, Medical Director, Medical Management Professionals, Inc.

TOOLS AND TAKEAWAYS SPEAKER

•C ompute accurate annual reimbursement totals that include observation cases

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Assess the implementation of healthcare reform and its key components

Familiarity with healthcare reform concepts

• Identify potential changes in healthcare reform given the shifting political environment

Summary of health policy initiatives of the Republican and Democratic parties and the implications for providers

• Summarize the key drivers of payment reform and the effect on the healthcare system

TOOLS AND TAKEAWAYS

SPEAKER

Andrew Bressler, Managing Director, Bank of America Merrill Lynch Global Research

How Thomas Jefferson University Hospital’s Collective Bargaining Strategies Saved More Than $18 Million (D03) 1.5 CPEs L2

This session will demonstrate how a large multidisciplinary team can lead successful collective bargaining and strike preparedness initiatives.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•D escribe how to formulate a strike plan to strengthen negotiating position and minimize revenue loss

Negotiation spreadsheet for projecting savings on wages, pension contributions, and healthcare benefits

• Identify tactics to reduce operating expenses associated with a collective bargaining agreement

SPEAKERS

• Demonstrate how to assemble a negotiating team that will lead to optimal outcomes PREREQUISITES

Joseph Anton, RN, MSN, VP, Emergency Medicine, Thomas Jefferson University Hospital; Brian Sweeney, RN, MBA, FACHE, VP, Clinical and Support Services, Thomas Jefferson University Hospital

General knowledge of labor issues

How University of Rochester Medical Center Optimized Its EHR for Clinical Care Excellence and Financial Improvement (D04) 1.5 CPEs L2

Learn how one medical center saw clinical and financial improvement after optimizing its electronic health record (EHR). This session will outline key steps to optimizing an EHR, common barriers, areas of focus, and potential results.

20 HFMA NATIONAL INSTITUTE

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify key benefits of optimizing an EHR

General knowledge of EHR

• Define areas of focus and develop a plan to optimize them in teaching hospital and community hospital settings

TOOLS AND TAKEAWAYS

• Identify common barriers and actions related to EHR optimization

Lisa A. Saubermann, PharmD, BCPS, Application Coordinator, Willow eRecord, University of Rochester Medical Center

Project plan for optimizing an EHR SPEAKER

Tuesday • June 18 • Breakout Sessions 2:30 – 3:45 PM HFMA’s Value Project—Strategic Agility: Navigating the Challenges of a ValueBased Future (D05) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Evaluate your organization’s level of strategic agility and determine ways to improve it

General knowledge of financial management and capital planning

• Describe a way to maintain financial flexibility

TOOLS AND TAKEAWAYS

Learn how to cultivate financial flexibility and a capital structure that produces the strategic agility needed to respond quickly to shifting market dynamics.

• Identify best practices for optimizing asset use

Checklist for creating strategic agility

• Manage productivity and process improvement techniques

SPEAKERS

How Banner Health Used a Supply Chain Blue Book to Lower Costs (D06) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify the benefits of a supply chain blue book

List of tools and internal benchmarks for achieving supply chain savings, and sample report pages and graphs

Learn how one organization created and implemented a supply chain blue book to improve supply expense reporting and benchmarking to achieve supply savings.

• List useful reports and charts to be included within the blue book • Plan a successful implementation of a supply chain blue book PREREQUISITES

Knowledge of supply chain components CPE FIELD OF STUDY

Jim Ambrose, President, GE Capital, Healthcare Financial Services, Equipment Finance; Jeffrey Englander, Senior VP, Senior Research Analyst, GE Capital

SPEAKERS

Raymond Davis, Director, Supply Chain Management, Banner Gateway Medical Center and Banner MD Anderson Cancer Center; Claire Agnew, CFO, Banner Medical Group Arizona East Region

Finance

Driving Financial Performance in a Hospital-Owned Medical Practice (D07) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Determine the causes of poor medical practice performance

Gap analyzer and culture of accountability self-assessment

• Identify tactics to drive revenue and productivity

SPEAKERS

This session will examine highest and best use staffing and team care as ways to improve productivity and revenue in hospital-owned physician practices.

• Engage physicians in a culture of accountability

Enhancing Efficiency and Reimbursement at Critical Access Hospitals (D08) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• List strategies employed by financially successful CAHs

General understanding of CAH reimbursement principles

• Describe methodologies to improve overall reimbursement from Medicare, Medicaid, and other payers

TOOLS AND TAKEAWAYS

• List strategies for overall cost control

SPEAKER

This session will focus on specific strategies critical access hospitals (CAHs) can employ to enhance organizational efficiency and improve reimbursements. Discussion will be targeted to individuals new to CAHs.

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

PREREQUISITES

Basics of healthcare finance staffing and physician practice management

William Reiser, VP, Product Development and Decision Support, The Halley Consulting Group LLC; Marc Halley, President and CEO, The Halley Consulting Group LLC

List of potential strategies for improving financial performance at a CAH Ralph Llewellyn, Partner, Eide Bailly LLP

U Update

0 Overview

HFMA.ORG/ANI 21

Tuesday • June 18 • Breakout Sessions 2:30 – 3:45 PM Late-Breaking Policy and Strategy Session (D09) 1.5 CPEs Changes continue to occur quickly in health care. We’ve reserved this session for late-breaking information affecting your financial strategy. For updates go to hfma.org/ani.

Reimbursement, Payment, and Accounting Strategies in the Changing Healthcare Environment (D10) 1.5 CPEs L2

This session will review technical aspects of reimbursement and related accounting issues anticipated from implementation of the Affordable Care Act (ACA). Learn how to prepare for the changes and optimize financial outcomes.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Describe potential payer changes and related accounting issues

Familiarity with the reimbursement environment, hospital accounting practices and requirements, and a general understanding of the ACA

• Assess the current reimbursement and payer environment

CPE FIELD OF STUDY

• Develop a strategic plan to optimize financial outcomes

Accounting

• Make informed decisions regarding short-term and long-term reimbursement and accounting strategies

Checklist of key reimbursement and accounting items for strategic planning

TOOLS AND TAKEAWAYS

SPEAKERS

Ronald Rybar, FHFMA, CMPA, Founder and President, The Rybar Group; Steven Shill, Partner and National Healthcare Leader, BDO

Understanding State Health Exchanges to Optimize Managed Care Contracts (D11) 1.5 CPEs L2

Speakers will outline the key structural elements of health exchanges and details about selected states, as well as the potential financial implications of exchange patient populations.

Physician/Hospital Revenue Cycle Integration: A Panel Discussion (D12) 1.5 CPEs This session is available only to those working in a provider setting. Preregistration is required. L2

This discussion will cover the opportunities and challenges inherent in unifying the revenue cycle to reduce overall costs while increasing collections and patient satisfaction.

22 HFMA NATIONAL INSTITUTE

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Evaluate how health exchange products will affect their respective markets

Familiarity with requirements of the Affordable Care Act

• Confidently negotiate health exchange product agreements

TOOLS AND TAKEAWAYS

• Prepare the system to optimize reimbursement under health exchange arrangements

SPEAKERS

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify ways to improve efficiency and patient satisfaction by integrating physician and hospital revenue cycles

Framework for weighing organizational costs and benefits of varying degrees of revenue cycle integration, and examples of strategies for overcoming common barriers

• Describe common barriers to revenue cycle integration • Develop strategies for overcoming challenges related to unifying the revenue cycle PREREQUISITES

General knowledge of revenue cycle operations and physician practice

LEVEL

L1 Basic

Processes for evaluating health exchange products Ken Steele, Senior Manager, ECG Management Consultants; Jason Lee, MPH, Senior Manager, ECG Management Consultants

SPEAKERS

James L. Heffernan, FHFMA, Senior VP, Finance and Treasurer, Massachusetts General Physicians Organization; Kevin Lockett, Vice-Chair, Revenue Cycle, Mayo Clinic of Jacksonville; Tracey McKnight, Senior Director, Revenue Cycle, Spectrum Health; Carl Swart, Revenue Cycle Corporate Director, Physician Operations, Catholic Health Partners

L2 Intermediate

L3 Advanced

U Update

0 Overview

Tuesday • June 18 • Breakout Sessions 2:30 – 3:45 PM How Saint Luke’s Health System Enhanced Its Revenue Cycle Process to Improve Total Payment Collections and Service Quality (D13) 1.5 CPEs L2

Learn how one healthcare system used staff education, workflow and process changes, and technology support to improve its revenue cycle process and patient satisfaction.

University of Pittsburgh Medical Center: Increasing Patient Referrals to State Medical Assistance Programs and Improving POS Collections (D14) 1.5 CPEs L2

Learn what to do when self-pay patients become insured. This session will present how one medical center increased patient financial assistance, referrals to state medical assistance, and patient cash collections.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify the key pre-service financial criteria for engaging patients in financial counseling

Understanding of the basic revenue cycle process

• Discuss the education, process changes, and technology required to maximize staff time and point-of-service collections

List of sample workflows, process changes, and results

• Identify methods for increasing post-service collections

Diane Watkins, FHFMA, VP, Revenue Cycle, Saint Luke’s Health System; Paul Knudtson, FHFMA, Director, Patient Access, Saint Luke’s Health System

• Evaluate financial processes and operations to identify opportunities for improvement

TOOLS AND TAKEAWAYS

SPEAKERS

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify how to increase financial assistance and decrease bad debt

Basic understanding of patient financial services

• Understand how workflow and technology can empower employees, improve productivity, and enhance patient relationships

Strategy for segmenting the patient population to determine collection techniques and cycle, techniques to reinforce staff adherence to system-centric standards and policies, and standards for evaluating outsourcing partners

• Understand proven techniques for increasing patient cash collections

TOOLS AND TAKEAWAYS

SPEAKERS

April Langford, CPA, MBA, VP, Finance, University of Pittsburgh Medical Center; Julie Kay, VP, Revenue Cycle Solutions Strategy, MedAssets

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Tuesday • June 18 • Breakout Sessions 4: 0 0 – 5:15 The Medicare 2013 Update (E01) 1.5 CPEs U

Review the latest changes to Medicare legislation, regulations, and payments. Learn how to budget accurately in anticipation of the Affordable Care Act’s implementation in 2014.

Determining Value and Physician Compensation When Purchasing a Practice (E02) 1.5 CPEs 0

Learn which valuation approaches are typically used, how intangible assets are valued, and what compensation options are appropriate when purchasing a practice and employing its physicians.

Taxable Financings: Could They Play a Role in Your Debt Mix? (E03) 1.5 CPEs L2

This session will provide an overview of the municipal marketplace and the current predominance of taxable financings in relation to tax-exempt offerings. Learn about financing facilities and the challenges and opportunities of pursuing taxable financing.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•U nderstand the latest changes being made to Medicare payments

General understanding of the Medicare payment structure

• T ransfer up-to-date information to others

TOOLS AND TAKEAWAYS

•B udget more accurately

Assessment of the changing payment environment and its effect on your organization

•U nderstand how other payers could adopt coming changes

SPEAKER

Larry Goldberg, President, Larry Goldberg Consulting

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

•U nderstand valuation approaches for practice acquisitions

Finance

•D escribe how the Stark Act and anti-kickback statutes affect practice acquisition

Quick References: Healthcare Valuation Guide of Key Terms Used in Healthcare Valuation and Healthcare Valuation Guide of Typical Valuation Approaches for Select Transaction Types

•D escribe various compensation structures for post-transaction employment PREREQUISITE

Familiarity with physician practice elements

TOOLS AND TAKEAWAYS

SPEAKERS

Lori Foley, CMA, PHR, CMM, Principal, PYA; Carol Carden, CPA/ABV, ASA, CFE, Principal, PYA

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

•D escribe the current spread between taxable and tax-exempt interest rates

Finance

•D iscuss available types of financing facilities

Tools to evaluate the applicability of a taxable financing vehicle or a tax-exempt financing vehicle

• I dentify some of the advantages and disadvantages of pursuing taxable financing •U nderstand potential applications in acquisition financing PREREQUISITES

TOOLS AND TAKEAWAYS

SPEAKERS

John Hallacy, Managing Director, Bank of America Merrill Lynch; Donald Kohlhafer, Senior VP and Client Manager, Bank of America Merrill Lynch

General understanding of financing markets

HFMA’s Value Project—Operations Management: A Key Driver of Healthcare Value (E04) 1.5 CPEs L2

This session will examine how operations management relates to many pressing healthcare issues, particularly concerns about cost of care in relation to variability in patient flow. Learn how to reduce cost while improving quality and safety.

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AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• I dentify how healthcare cost and quality are intricately related to variability in patient flow

General finance and accounting knowledge

•D escribe how to decrease cost through better management of patient flow variability

Operations management methods, such as patient flow variability management and queuing theory to reduce healthcare cost and improve quality, safety, and satisfaction

•C reate efficiency expectations for specific departments •U se cost benchmarking from an operations management standpoint

TOOLS AND TAKEAWAYS

SPEAKER

Sandeep Green Vaswani, Senior VP, Institute for Healthcare Optimization

Tuesday • June 18 • Breakout Sessions 4: 0 0 – 5:15

Baptist Health: Creating a Holistic Investment Strategy Across Multiple Portfolios (E05) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Help protect the balance sheet and overall financial position of your healthcare organization

Basic understanding of investment management

HFMA Peer Review® Program Session with SEI

• Identify how certain portfolio and market scenarios affect balances, credit ratings, and overall financial health

This session will examine how one healthcare system improved cash flow and the balance sheet by minimizing the effects of a pension plan, decreasing the volatility of board-designated assets, and making operational improvements. Learn how to develop a holistic investment strategy to improve debt-tocapitalization ratio.

How Standardized Data Improved Finance-Revenue Cycle Communication at Ascension Health (E06) 1.5 CPEs L2

Learn how one healthcare system deployed a consolidated finance and revenue cycle software platform to improve communication between the finance and revenue cycle teams and improve revenue and operational effectiveness.

• Describe how a risk management strategy can decrease volatility of board-designated assets and reduce the financial effects of a pension plan

TOOLS AND TAKEAWAYS

TBD—for updates go to hfma.org/ani. SPEAKERS

Al Pierce, CFA, Managing Director, Advice Team, Institutional Group, SEI; Michael Lukaszewski, CPA, CFO and Senior Vice President, Baptist Health

• Examine investment strategies for improved debt capacity and stronger credit agency assessments

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•D iscover tools to improve communication between the finance and revenue cycle functions to improve net revenue reporting and budgeting processes

Recommendations for improving the monthly financial statement close/net revenue reporting process; communication steps and data points for collaboration between finance and revenue cycle

• Estimate accounts receivable reserves more accurately • Simplify the month-end closing process • Strengthen internal controls PREREQUISITES

SPEAKERS

Kari Clark, CPA, Manager, Revenue Integrity, Ascension Health; Derek Bang, CPA, CGMA, Partner and Healthcare Advisory Services Leader, Crowe Horwath LLP

Familiarity with the financial statement close process and basic revenue cycle transaction processing activities

Collaborating With Clinicians to Develop Actionable Business Intelligence (E07) 1.5 CPEs L2

This session will examine how integrating the physician and clinician’s perspectives into business intelligence and identifying information opportunities can create actionable decision support.

Today’s Healthcare Tax Provisions, Changes, and Concerns (E08) 1.5 CPEs U

This session will provide an update and overview of current tax issues applicable to integrated healthcare delivery systems, hospitals, physicians, and other healthcare providers.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify steps needed to transition to a culture of physician leadership in the changing payment environment

Solid grounding in hospital financial management techniques

• Analyze patient and practice information for use in value-based payment structures

Checklist for integrating clinical and physician data into BI initiatives

• Identify potential areas of financial opportunity within the physician and clinician span of influence

TOOLS AND TAKEAWAYS

SPEAKER

Steven Berger, FHFMA, CPA , FACHE, President, Healthcare Insights LLC

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

•U nderstand the IRS Exempt Organizations FY2012 Annual Report and FY2013 Work Plan and Form 990 changes

Taxes TOOLS AND TAKEAWAYS

• Identify regional and national Schedule H community benefit benchmarking information

Outline of IRS Exempt Organizations report and activity over the prior year; work plan and list of high-level tax issues in the upcoming year

• Understand hospital requirements under Section 501(r)

Scott Mariani, JD, Partner, WithumSmith+Brown, PC

SPEAKER

PREREQUISITES

General familiarity with healthcare tax schedules and issues

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

U Update

0 Overview

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Tuesday • June 18 • Breakout Sessions 4: 0 0 – 5:15 PM Achieving Physician Integration Using a Co-Management Model (E09) 1.5 CPEs L2

This session will provide an overview of the comanagement model and address how it can enhance physician integration, quality, and operations to prepare for healthcare reform.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•E xplain the importance of aligning with physicians

General knowledge of payment reform concepts and physician integration basics

•E xamine the structure of the co-management model, including payment mechanisms •D escribe the value of considering a co-management model to align with physicians • I dentify the results of applying the co-management model across various specialties and services •D etermine how to apply the co-management model

Automating Population Health Management to Deliver Sustainable, High-Quality Care (E10) 1.5 CPEs L2

This session will cover effective strategies for employing IT and data to automate population health management while improving clinical outcomes and enhancing financial and organizational sustainability.

University of Iowa Hospitals and Clinics: Using Payer Contract Management to Improve Reimbursement (E11) 1.5 CPEs L2

Learn how one hospital system is working to ensure accurate reimbursement and payer compliance by appealing invalid denials and underpayments and monitoring payment delays based on real-time payment rules and contract terms.

TOOLS AND TAKEAWAYS

Overview of a robust planning tool for physician integration across a wide range of service lines and specialties SPEAKERS

Joe Corfits, FHFMA, CFO, Iowa Health-Des Moines; Stephen G. Taylor, MD, Des Moines Orthopaedic Surgeons, PC

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•D escribe how to use technology to meet the challenges of population health management

Strong understanding of the evolving healthcare climate, including new care and reimbursement models

• T ransition from fee-for-service reimbursement to accountable care • I dentify how to automate routine tasks, including identification of care gaps, risk stratification to patient engagement, and care management

TOOLS AND TAKEAWAYS

Examples of automated population health management outreach questionnaires and dashboards SPEAKER

• Develop a strategy for measuring outcomes and using analytics to improve performance and financial sustainability

Michael Matthews, CEO, MedVirginia

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Evaluate tools that identify which payer contracts provide the most revenue

Checklist of payer contract process improvement steps to identify revenue opportunities

• Establish payer contract management processes that provide a consolidated view across an enterprise

SPEAKERS

• Assess a comprehensive contract monitoring program and determine ways to streamline contract management as needed

Mari Anne Ehler, Associate Director, Patient Financial Services, UI Health Care; Cindy LoweJohnson, UI Health Care

PREREQUISITES

General contracting concepts

Using Reporting Tools to Track and Reduce Bad Debt (E12) 1.5 CPEs 0

Learn how to manage bad debt with reporting tools that can help track and identify areas for improvement and pathways to better outcomes.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•P repare and provide key elements for managing hospital bad debt

SPEAKERS

•C reate effective key performance indicator (KPI) tools for better outcomes •C reate reports that help find bad debt bleed PREREQUISITES

Sample KPI tools for better outcomes Christopher Johnson, VP, Revenue Cycle Management, Carolinas HealthCare System; Carolyn Swanson, Corporate Director, Client Services, MDS, Inc.

Familiarity with revenue cycle flow and processes

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LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

U Update

0 Overview

Tuesday • June 18 • Breakout Sessions 4: 0 0 – 5:15 PM Norwalk Hospital Improves Revenue Cycle Performance and Productivity Using Lean (E13) 1.5 CPEs L2

Learn how one hospital improved revenue cycle turnaround times and redesigned denial reduction processes using Lean process improvement, optimized technology, outsourcing, and human resource investment.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Apply a multidisciplinary, collaborative approach to streamlining revenue cycle operations

Worksheets for Lean tools to identify customer/ patient value, such as waste walk, gemba walk, and timed observation; standard work process tools to eliminate waste and reduce variability for front-line workers, including a task time worksheet

• Assess Lean methods and principles to streamline processes and improve productivity • Choose and successfully implement technology, process improvement, and staff improvement initiatives to increase cash collections, reduce cost to collect, and improve financial performance PREREQUISITES

SPEAKERS

Christine Fontaine, VP, Revenue Cycle Solutions, CareMedic, an Ingenix Company; Joe Pajor, Administrative Director, Revenue Cycle, Norwalk Hospital

Familiarity with Lean and other efficiency principles

Using Self-Pay and Charity Analytics to Improve Collections and Charity Classifications at St. Joseph Health (E14) 1.5 CPEs L2

This session will present how one healthcare system employed self-pay and charity analytics to improve productivity, optimize use of resources, and ensure correct processing of charity-eligible accounts.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•C hoose and employ the right analytics for self-pay efforts

List of opportunities to leverage predictive analytics in self-pay, key questions to consider when choosing an analytics system, and deployment strategies and questions to evaluate options

• Evaluate different types of predictive analytics • Create hard and soft ROI models for deploying different types of analytics PREREQUISITES

Familiarity with revenue cycle workflow and metrics

SPEAKERS

Dan Martinez, VP, Revenue Cycle Services, St. Joseph Health; Steve Levin, MBA, CEO, Connance, Inc.

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WEDNESDAY • JUNE 19 • OVERVIEW WEDNESDAY KEYNOTE ADDRESS 8 : 0 0 – 9: 3 0 A M

1.0 CPE SUSAN CAIN Author, Quiet: The Power of Introverts in a World That Can’t Stop Talking

Quiet: Harnessing the Strengths of Introverts to Change How We Work, Lead, and Innovate Did you know that introverted leaders often deliver better results than extroverts? That the most innovative thinking happens alone, and not in teams? In this presentation, Susan Cain shows that introverts think and work in ways that are crucial to the survival of today’s organizations and how to structure organizations so that the best ideas dominate, rather than those of only the most vocal people. Drawing on her original research and the latest in neuroscience and psychology, Cain will change standard views of the best way to develop leaders, manage teams, make smart hires, and stimulate innovation.

REGISTRATION

KEYNOTE ADDRESS

BREAKOUT SESSIONS

6:30 A M – 2:00 P M

8:00 – 9:30 A M

3:15 – 4:30 P M

CONTINENTAL BREAKFAST

BREAKOUT SESSIONS

7:00 – 8:00 A M

10:00 – 11:15 A M

CHAIR’S RECEPTION AND BANQUET

EARLY RISER SESSIONS

LUNCH AND LEARN: Ignite Your Career

6:00 – 10:00 P M 7:00 – 7:50 A M

• How Scott & White Healthcare Reduced Contract Labor Costs by 54 Percent (HFMA Peer Review® Session with AMN Healthcare)

11:30 A M – 1:30 P M

FEATURED SPEAKER SESSIONS 1 :45 – 3:00 P M

• How a Specialized ED Billing Process Increased Collections by 41 Percent at Conway Medical Center

• Insurance Exchange Pioneer Jon Kingsdale: The Impact of Health Insurance Exchanges on the Provider Community

• Best Practices for Utilization Review and Case Management Under Recovery Audit Prepayment Review

• Former Obama administration healthcare advisor Bob Kocher, MD: Improving Transparency to Reduce Costs

CERTIFICATION LOUNGE (current Certified members only)

7:00 – 11:30 A M

FORUM NETWORKING LOUNGE (Forum members only)

7:00 – 11:30 A M

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Join us for the Annual Chair’s Reception and Banquet, one of the most memorable events of ANI. Enjoy dinner and entertainment, installation of HFMA’s new Board of Directors, and the presentation of the Frederick C. Morgan Individual Achievement Award, the Association’s highest honor for career-long contributions to healthcare finance and HFMA. Sponsored by:

Wednesday • June 19 • Early Riser Sessions 7: 0 0 – 7:50 AM How Scott & White Healthcare Reduced Contract Labor Costs by 54 Percent (ER7) 1.0 CPE

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify signs that a contingent staffing model requires reengineering

HFMA Peer Review® Session with AMN Healthcare

• D escribe tactics used to improve operational efficiency in managing contingent labor

Surveys showing nurse and physician staffing trends and use of social media/mobile technology by healthcare professionals

Rapid growth at Scott & White Healthcare resulted in significant increase in contingent labor costs and complexity. Learn how Scott & White’s centralized approach streamlined the use of contingent labor, improved invoicing, standardized pricing, and lowered costs by 54.5 percent within two quarters.

How a Specialized ED Billing Process Increased Collections by 41 Percent at Conway Medical Center (ER8) 1.0 CPE L2

This session will examine how one medical center used customized documentation and feedback to improve physician documentation and billing in its emergency department (ED). Learn how physician and patient satisfaction can improve with accurate, faster billing and financial counseling.

Best Practices for Utilization Review and Case Management Under Recovery Audit Prepayment Review (ER9) 1.0 CPE U

This session provides an update on the financial effects of the Recovery Audit Prepayment Review. Learn how to strengthen the utilization review process related to targeted MS-DRGs, how to evaluate review results and denials correspondence, and how to develop effective appeals strategies.

• I dentify expected outcomes of process improvement in managing contingent labor PREREQUISITES

Familiarity with labor costs and staff scheduling issues

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Consider outsourcing underperforming ED billing areas to a specialty vendor

Outline of Conway Medical Center’s new billing protocols designed to ensure received payments are matched to contracted reimbursement rates

• Use financial counseling, financial audit data, and patient acuity information across coding and billing areas to identify gaps, resources, and needed improvements

Learn how to prepare for increased scrutiny from recovery audit contractors, including audits and denials. This session will provide practical advice on navigating the multitiered appeals process with efficient strategies that maximize revenue.

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

SPEAKER

Frank Grella, FHFMA, Director of Patient Financial Services, Conway Medical Center

• Propose a separate tax ID to ease accounting of ED revenues and renegotiate payer rate contracts PREREQUISITES

Familiarity with payer contracts, relationships between payers and providers

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Discuss utilization review process best practices for concurrent admission review of targeted MS-DRGs

Familiarity with Medicare Recovery Audit Contractor demonstration project

• Describe the recommended process for reviewing results and denials correspondence

Recommended process for reviewing results and denials correspondence; appeals process guidelines

• Outline an effective and appropriate appeals process • Identify trends and implement change to ensure defensibility of future denials

Wednesday • June 19 • Breakout Sessions 10 : 0 0 – 11:15 Practical Strategies for Managing Medicare Audits and Appeals (F01) 1.5 CPEs

SPEAKERS

Keith Minnis, VP, Human Resources, Scott & White Healthcare; Bob Livonius, President, Strategic Workforce Solutions, AMN Healthcare

TOOLS AND TAKEAWAYS

SPEAKERS

Steven Greenspan, JD, LLM, VP of Regulatory Affairs, Executive Health Resources; Ralph Wuebker, MD, Chief Medical Officer and VP of Audit, Compliance, and Education, Executive Health Resources

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

•A ssess internal appeals processes and areas of improvement

Checklist on appeal strategy, process improvement, and mitigation of appeal risk

•E valuate potential defense and appeal strategies

SPEAKERS

•C onsider proactive measures to help mitigate appeal risk

Scott McBride, JD, Partner, BakerHostetler (Moderator); panel TBD—for updates go to hfma.org/ani.

PREREQUISITES

Basic knowledge of Medicare reimbursement

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0 Overview

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Wednesday • June 19 • Breakout Sessions 10 : 0 0 – 11:15 Physician Compensation Fair Market Value: Reducing Time and Expense (F02) 1.5 CPEs L2

This session will address how to limit the time and expense associated with determining whether physician compensation is set at fair market value. Learn how to standardize compensation in various arrangements to enhance compliance efforts.

Using Supply Chain Data to Achieve Value-Based Purchasing Objectives (F03) 1.5 CPEs L2

This session examines how supply chain data can help support value-based purchasing objectives. Learn how to transform the supply chain from a necessary expense to a key component in delivering value.

AFTER THIS SESSION, YOU WILL BE ABLE TO :

TOOLS AND TAKEAWAYS

•U nderstand regulatory guidance for establishing fair market value in physician service agreements

Article and checklists for setting compensation

•E stablish procedures to lessen the time and expense of determining fair market value •E nhance compliance with a standardized internal process

SPEAKERS

Mike Gingras, VP, Health Management Physician Network, and CFO, Physician Practice Management, Health Management Associates, Inc.; Jen Johnson, CFA, Partner, VMG Health

PREREQUISITES

Basic concepts of physician employment

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

• I dentify supply chain data that can help with valuebased purchasing reporting requirements

Finance

•A ssess technology needed to collect and analyze data and determine cost and quality drivers

Checklist of types of supply chain data and a spreadsheet determining true cost of ownership (i.e., value of supplies used in patient care)

• S treamline processes to document supply usage for multiple purposes, including patient billing and reimbursement, supply chain operations, and electronic medical records PREREQUISITES

TOOLS AND TAKEAWAYS

SPEAKERS

Mary Beth Briscoe, FHFMA, CPA, FACHE, CFO, University Hospital, UAB Health System; Karen Conway, Executive Director, Industry Relations, GHX

Basic knowledge of supply chain concepts

A Practical Approach Toward Accountable Care and Risk-Based Contracting: From Design to Implementation (F04) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

•P lan clinically integrated programs that reduce costs and improve outcomes

•E stablish clinical and financial measures for organizational accountability

Familiarity with reimbursement models, health IT systems, evidence-based medicine, and population health; general knowledge of accountable care, clinical integration, and risk-based managed care contracting

This session examines how one health system created an accountable care enterprise by integrating a critical financial system with clinical programs and technology initiatives.

•C ombine clinical outcomes measures with claims data to track the cost of care •P romote value-based coordinated care and negotiate accountable care contracts using risk-based, value purchasing, or performancebased models

TOOLS AND TAKEAWAYS

Sample metric reports for managing accountable care initiatives and examples of clinical integration goals with performance measures for multiple stakeholders, supporting technology and processes, outcomes, and contractual incentives SPEAKERS

Asad Zaman, MD, Chairman, Internal Medicine Department, Advocate South Suburban Hospital; Daniel Marino, MBA, MHA, President and CEO, Health Directions LLC

How Memorial Health System’s Financial Turnaround Improved Performance and Credit Rating (F05) 1.5 CPEs L2

Learn how one healthcare system achieved a $21.3 million turnaround by focusing on improvements to revenue cycle processes, staff productivity, managed care contracts, and supply chain management.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• S ummarize financial data to track staff productivity

Template for financial operations turnaround plan that can be provided to bond rating agencies, hospital boards, and other key constituencies

•M easure effectiveness of group purchasing organization contracts and supply chain management • T rack revenue cycle effectiveness • Monitor payer contract yields PREREQUISITES

Knowledge of healthcare finance and credit markets CPE FIELD OF STUDY

Finance

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SPEAKERS

Kristi Gay, CFO, Memorial Health System of East Texas; Tod Beasley, SVP Hospital Financial Operations, Community Hospital Corporation; George Hill, CHFP, CPA, Senior VP, Revenue Integrity, Community Hospital Corporation

Wednesday • June 19 • Breakout Sessions 10 : 0 0 – 11:15 Accounting and Auditing Update: New Requirements to Maintain Compliance (F06) 1.5 CPEs U

This session will provide an overview of new financial reporting requirements from FASB and GASB that will impact provider organizations.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Identify current accounting and financial reporting requirements, including recent actions from the Financial Accounting Standards Board and Governmental Accounting Standards Board

Basic knowledge of healthcare financial accounting

• Implement recommended accounting practice changes to comply with new requirements

New reporting requirements from the American Institute of CPAs

• Describe other accounting standards updates for healthcare entities

Lessons Learned from the Financial Front Lines of Population Health Management (F07) 1.5 CPEs L2

Learn the potential financial effects of applying accountable care principles, key levers for risk mitigation, and strategies to regain profitability if effects are negative.

TOOLS AND TAKEAWAYS

The Commonwealth Fund report on accountable care strategies, a bundled payment program tool, and a shared savings/gainsharing program tool

• Assess the performance of ACO precursors (i.e., physician group practice) to set realistic expectations for new ACOs • List cost drivers for building an ACO

PREREQUISITES

This session will discuss the real reason why supplemental security income (SSI) percentages are declining—and it is not the federal government’s matching process. Learn how health systems have unknowingly contributed to the problem, and identify ways to correct the issue and improve SSI ratios.

How Data Mining at Presbyterian Healthcare Services Increased Revenue by 3 Percent and Productivity by 150 Percent (F09) 1.5 CPEs 0

Learn how one healthcare organization used data mining and automation to recover revenue by detecting missed charges and underpayments, resolving credit balances, and enhancing accounts receivable productivity.

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

SPEAKER

Robert M. Valletta, FHFMA, CPA, Partner, PricewaterhouseCoopers LLP

• Describe six key variables to consider when exploring or building an accountable care organization (ACO)

Basic accountable care principles and basic concepts of financial modeling, strategic planning, and reimbursement

TOOLS AND TAKEAWAYS

AFTER THIS SESSION, YOU WILL BE ABLE TO:

• Reiterate experiences of providers that have built or are building ACOs

Improving Your Supplemental Security Income Ratios (F08) 1.5 CPEs

CPE FIELD OF STUDY

Accounting

SPEAKERS

Mark Hiller, VP, Innovative Solutions, and Brent Hardaway, VP, Premier healthcare alliance; Charles Vignos, President of Summa Health Network, COO of Summa Accountable Care Organization, dba NewHealth Collaborative, and VP of Managed Care, Summa Health System; Deborah Bloomfield, PhD, CPA, Divisional Chief Financial Officer, Catholic Health Partners

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Analyze why SSI percentages have declined, how to correct and reverse the trend, and the potential effects the process may have on disproportionate share payments

General knowledge of Medicaid payment concepts

• Assess demographics to identify SSI-eligible patients for the SSI ratio

Eddie Marmouget, CPA, National Industry Partner, BKD LLP; David Tate, CPA, Partner, BKD LLP

TOOLS AND TAKEAWAYS

Listing of states providing indicators for SSI recipients SPEAKERS

• Identify different state approaches to treatment of Medicaid-eligible patients vs. SSI patients

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• I dentify revenue cycle functions for which data mining and automation can provide the greatest benefit

White paper on the history of data mining and automation and their use in health care; tools to assess readiness to use data mining to improve revenue cycle automation and productivity

• L ist five key issues to consider when deciding to implement data mining and automation tools •C onstruct a plan to use data mining technology and automation to produce real-time operational metrics PREREQUISITES

General knowledge of revenue cycle operations and processes

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0 Overview

SPEAKERS

Dave Hennigan, VP, Revenue Cycle, Presbyterian Healthcare Services; Sager Chowlera, Director, Client Services, MethodCare, Inc.

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Wednesday • June 19 • Breakout Sessions 10 : 0 0 – 11:15 Enhancing Pre-Service Financial Counseling to Improve Point-of-Service Collections and Debt-to-Charity Ratio at Health First (F10) 1.5 CPEs L2

Learn how one health system enhanced its revenue cycle process and technology to improve patient eligibility, estimation of patient financial responsibility, charity screening, and propensity to pay. The session will also examine how the changes increased staff efficiency and their ability to provide patients with comprehensive financial counseling.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• I dentify the process changes required to maximize staff time

Case study that illustrates the actions taken to normalize bad-debt-to-charity ratio and improve POS collections; sample patient estimate letter, financial assistance application, and screening

•D iscuss options for automating identification of charitable care and optimizing workflow •E valuate financial clearance processes and operations to identify opportunities for improvement PREREQUISITES

SPEAKER

Michelle Fox, Director, Revenue Operations and Patient Access, Health First

Understanding of the revenue cycle process

Dignity Health: How to Implement an Effective Patient Estimated Payment Plan (F11) 1.5 CPEs

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• I dentify patient barriers and expectations regarding payment

Sample POS collection process and sample POS collection scripts

HFMA Peer Review® Program Session with TransUnion Healthcare

• I ncrease POS collections with effective patient education to improve willingness to pay

Learn how providing patients with pre-service estimates of out-of-pocket expenses can improve point-of-service (POS) collections and patient expectations regarding payment.

• I mplement an estimation solution in several healthcare settings, including small and large facilities, emergency departments, and nonprofit environments

SPEAKERS

Ryan Thompson, Senior Director, Revenue Services, Dignity Health; Katie LeBlanc, Director, Revenue Integrity, Dignity Health; Travis Gentry, VP, TransUnion Healthcare

PREREQUISITES

None

WednesdaY • June 19 • Lunch and Learn 11:30 Ignite Your Career 1.5 CPEs L2

What does career success look and feel like to you? Do you understand the role you play in your achievements? Professional success, though defined differently for everyone, depends upon developing the uniquely personal business style that is “you” by acquiring and maintaining skill sets, maximizing networking opportunities, and exploring executive competencies that resonate with your peers and direct reports. Whether you are new to health care, positioning yourself for advancement, enhancing your career’s impact, or developing your business team, this program will provide you the necessary resources to effectively build the business style that is “you.”

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– 1:30

This informative Lunch and Learn will offer real perspectives from HFMA members at different stages of their careers. Vickie Austin, a veteran business and career coach, will facilitate the discussion and then close with 8.5 principles of career success to take you to the next level. You’ll explore tools available from HFMA’s Career Center as well as many new ideas to help you ignite your career. AFTER THIS SESSION, YOU WILL BE ABLE TO:

• Identify the role you play in motivating your team and yourself, and identify strategies for blooming where you are planted • Recognize the latest trends in identifying talent and interviewing, including the use of social networking • Examine the tools available to develop a strategic career plan and chart a course for future success

PREREQUISITES

Familiarity with general leadership principles CPE Field of Study

Personal Development TOOLS & TAKEAWAYS

8.5 principles of career success; HFMA Career Center resources SPEAKERS

Vickie Austin, Founder, CHOICES Worldwide (Moderator); panel TBD—for updates go to hfma.org/ani.

Wednesday • June 19 • Featured Speaker Sessions 1:45 Insurance Exchange Pioneer Jon Kingsdale: The Impact of Health Insurance Exchanges on the Provider Community (G01) 1.5 CPEs L2

State and federal governments are working to ready health insurance exchanges to accept enrollees in 2014. As executive director of the country’s

Former Obama administration healthcare advisor Bob Kocher, MD: Improving Transparency to Reduce Costs (G02) 1.5 CPEs L2

This session will discuss the new Affordable Care Act (ACA) requirement that private, not-for-profit hospitals must conduct a community health needs assessment (CHNA) once every three years and develop a plan to meet the health needs of the community.

Successful Strategies for Physician Integration Through Governance and Long-Term Security (H02) 1.5 CPEs L2

This presentation will examine the steps necessary to determine practice value, meet legal requirements, and create a smooth integration process.

– 3: 0 0

Employers are demanding more transparent price and quality data to help their employees make valuedriven healthcare decisions. Bob Kocher, a partner with venture capital firm Venrock and former special assistant to President Obama for healthcare and economic policy on the National Economic Council, will address the potential of improved transparency to help drive costs out of the healthcare system.

L1 Basic

L2 Intermediate

L3 Advanced

PREREQUISITES

Familiarity with the Affordable Care Act provisions on the development of state insurance exchanges SPEAKER

Jon Kingsdale, PhD, Managing Director, Wakely Consulting

PREREQUISITES

Familiarity with consumer-driven payment models SPEAKER

Bob Kocher, MD, Partner, Venrock

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Understand the current regulations for CHNAs and implementation plans

CHNA toolkit, sample CHNA prioritization ballot, sample community benefit activities action plan, and sample community benefit activities budget

• Outline the steps for completing a CHNA • Identify a framework for completing the required implementation plan and prioritizing the identified needs PREREQUISITES

Understanding of basic ACA requirements

SPEAKERS

David Dominigue, FACHE, VP of Business Development, Community Hospital Corporation; Cindy Matthews, Executive Vice President of Consulting, Community Hospital Corporation

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Design a physician integration plan that meets all parties’ governance and structural needs while complying with healthcare regulation

Flow chart summarizing physician integration process

• Calculate the value of a physician practice to manage expectations at the beginning of negotiations • I mplement internal policies for physician integration PREREQUISITES Basic understanding of physician practice transactions and letters of intent

LEVEL

inaugural health benefit exchange, Jon Kingsdale led key initiatives to make health insurance universally available and to reform healthcare financing in Massachusetts. Kingsdale will assess progress in developing the nation’s exchanges and explain changes providers can expect in payer mix, bad debt, and demand for services.

Wednesday • June 19 • Breakout Sessions 3:15 – 4:30 Meeting New ACA Requirements for Conducting a Community Health Needs Assessment: Your CHNA Toolkit (H01) 1.5 CPEs

U Update

0 Overview

SPEAKERS

Michael Massey, VP of Development, HCA; Terry Heath, Partner, Hall, Render, Killian, Heath & Lyman,P.C.; Curtis Bernstein, CPA/ABV, ASA, CVA, Managing Director, AltegraHealthcare Consulting

HFMA.ORG/ANI 33

Wednesday • June 19 • Breakout Sessions 3:15 – 4:30 PM Operationalizing Value-Based Purchasing: Barnabas Health System’s Journey to Maximize Performance and Payments (H03) 1.5 CPEs L2

This session will review methodologies and timelines for the Hospital Value–Based Purchasing Program (HVBP) and the Hospital Readmission Reduction Program (HRRP), including the risk and reward opportunities for each. Learn about the importance of data quality and clinical and financial collaboration.

How Ohio Valley Health Made a $16 Million Turnaround Through Measurement and Accountability (H04) 1.5 CPEs 0

This session will examine how labor management, revenue cycle improvements, and supply chain cost reduction helped one organization make a $16 million turnaround.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Describe the long-range goals of CMS around quality, outcomes and reimbursement

Sample value-based purchasing scorecard

• Review one organization’s experience in creating a foundation for quality • Discuss how collaboration between clinical and financial teams can improve outcomes

SPEAKERS

Ylone Xavier, President, Healthcare Performance Management Consultants LLC; Deborah LarkinCarney, BSN, MBA, VP of Quality, Barnabas Health System

PREREQUISITES

General knowledge of CMS requirements related to quality metrics

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• I dentify key areas of opportunity using comparative indicators and assessment tools

Key performance indicator industry comparisons, sample report cards, and performance improvement tools

•D evelop and implement financial and organizational strategies to influence positive change • Improve executive leadership skills to create transparency and improve accountability PREREQUISITES

Knowledge of financial metrics and turnaround challenges CPE FIELD OF STUDY

SPEAKERS

Robin Bradbury, CPA, President, re|solution; Michael Caruso, President and CEO, Ohio Valley Health Services & Education Corporation; Lisa Simon, Senior VP and CFO, Ohio Valley Health Services & Education Corporation; Stephanie Dorwart, Executive VP and COO, American Healthcare Solutions

Finance

HFMA Principles & Practices Board Update (H05) 1.5 CPEs U

This presentation will offer insights into the current and future issues to be addressed by the P&P Board, including accounting and disclosure for valuebased purchasing and risk contracts and a discussion of FASB’s disclosure framework.

Kalieda Health Partners with HealthNow: Forming a Physician-Led Network (H06) 1.5 CPEs U

Learn how a health system with less risk tolerance and fewer financial reserves can share value by partnering with insurers who provide covered patients with incentives to be treated in their facilities.

AFTER THIS SESSION, YOU WILL BE ABLE TO:

CPE FIELD OF STUDY

• I dentify one or more current issues being addressed by the P&P board, as well as obtain insights into practical implementation

Accounting

• Recommend potential issues to be considered by the P&P Board in future work plans PREREQUISITES

List of current and future P&P Board issues SPEAKER

Carole T. Faig, CPA, HFMA P&P Board Member, Partner, Ernst & Young LLP

Knowledge of general accounting concepts

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify four new partnership options for health systems, specifically insurer partnerships

Details of four different types of partnerships and when they are most appropriate

• Discuss issues to consider when entering into one of these partnerships • Draw from the success of one system’s insurer partnership to develop a physician-led network PREREQUISITES

Basic knowledge of reimbursement models

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TOOLS AND TAKEAWAYS

SPEAKERS

Don Boyd, Senior VP of Network Development and Operations, Kalieda Health; Jim Berarducci, Senior Partner, Kurt Salmon

WednesdaY • June 19 • Breakout Sessions 3:15 – 4:30 PM Avoiding Five Common Managed Care Contract Modeling Mistakes: Lessons Learned from Rockford Health System (H07) 1.5 CPEs L2

Managed care contract negotiations involve complex trade-offs. In the current environment of pressured margins and changing reimbursement models, it’s more important than ever that contract modeling efforts incorporate financial data on a broader scale and consider the impact of operations

How Reengineering Self-Pay Collections Increased Cash Collection by 33 Percent at Mount Carmel Health System (H08) 1.5 CPEs L2

This session will present one organization’s successful effort to improve self-pay collections using clear strategic goals, disciplined workflow analysis, and strategic technology adoption.

to accurately illustrate the impacts of proposed changes in financial terms. AFTER THIS SESSION, YOU WILL BE ABLE TO:

• Develop an understanding of reimbursement needs at a granular level • Vet opportunities to trade price for volume • Identify lost revenue opportunities

TOOLS AND TAKEAWAYS

Summary of commonly overlooked modeling components; checklist of critical questions/data needs to avoid managed care modeling mistakes; checklist for avoiding managed care modeling mistakes SPEAKER

Paula Dillon, Director of Managed Care, Rockford Health System

PREREQUISITES

General knowledge of managed care contracting and reimbursement concepts

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify when to adopt insourced collections

Detailed self-pay operations workflows, goals for self-pay project implementation, ROI calculator, assessment for organizational readiness, scorecards for associates, quality monitoring scoresheet, and a batch report

• Review goals for a successful self-pay insourcing project • Determine readiness for insourced self-pay collections • Analyze self-pay operations scenarios • Identify key operational metrics to help ensure successful results PREREQUISITES

SPEAKERS

Cheryl Henney, Director, Central Billing Office, Mount Carmel Health System; Deborah Lelinski, Director, Product Management – Healthcare, Ontario Systems

Familiarity with hospital business office staffing and operations, patient collections, early-out processes, agency network management, and charity care and community benefit requirements

Using Computer-Assisted Coding to Maximize Coder Resources and Minimize ICD-10 Risk (H09) 1.5 CPEs L2

This session will explore how computer-assisted coding (CAC) can maximize coder resources and minimize risk during the ICD-10 transition. Learn how CAC can also be used for ICD-10 coding training and physician education.

Oregon Health & Science University: Revising Revenue Cycle Processes to Prevent Avoidable Denials and Increase Revenue (H10) 1.5 CPEs L2

This session examines how one healthcare organization improved revenue cycle efficiency and effectiveness by employing new processes, metrics, and technologies. Learn how eliminating manual effort and administrative activities can empower staff to take a more strategic, proactive approach to minimizing avoidable denials.

LEVEL

L1 Basic

L2 Intermediate

L3 Advanced

AFTER THIS SESSION, YOU WILL BE ABLE TO:

PREREQUISITES

• Use ICD-10 data from CAC to perform a revenue impact analysis

General knowledge of ICD-10 requirements and coding concepts

• Explore long-term labor cost savings when using CAC

TOOLS AND TAKEAWAYS

• Analyze how CAC can affect coder staffing in ICD-9 and ICD-10 environments

SPEAKERS

Computer-assisted coding self-assessment

• Identify considerations for implementing and using CAC for coder and physician training

Mary Bessinger, Assistant VP, Parallon Business Solutions; Gwen Williams, Director, Regulatory and Compliance, HCA

AFTER THIS SESSION, YOU WILL BE ABLE TO:

TOOLS AND TAKEAWAYS

• Identify key processes and metrics for a riskprofiling approach to improving revenue cycle performance

Checklist of key performance indicators for staff and supervisor performance and a sample template for an employee satisfaction survey to gauge improvement during change

• Empower staff to take a more strategic, proactive approach to minimizing avoidable denials • Identify key change management concepts that lead to implementation and long-term success PREREQUISITES

SPEAKERS

Diana Gernhart, FHFMA, MBA, Hospital CFO, Oregon Health & Science University; Sondra Cari, Senior Director, Huron Healthcare

Basic knowledge of revenue cycle processes and workflows

U Update

0 Overview

HFMA.ORG/ANI 35

FOUR WAYS TO REGISTER

IF YOU HAVE TO CANCEL

• By Internet: Complete online registration at hfma.org/ani

ANI cancellation details can be found by visiting hfma.org/ani.

• By Phone: (866) 229–3691 • By Mail (printable registration form available at hfma.org/ani): HFMA Registration; PO Box 4088; Frederick, MD 21705 •B y Fax (printable registration form available at hfma.org/ani): (301) 694–5124 General ANI Questions? Call our Member Services Center at (800) 252-4362, extension 2.

MAKE YOUR RESERVATIONS EARLY When you register online you have the option to select and reserve your hotel. Or you can contact the HFMA Housing Bureau at (301) 694-5243 or (866) 229-3691 to book at any of the conference hotels: The Peabody Orlando $229 Single/Double Occupancy (plus $9/night resort fee) Hilton Orlando $229 Single/Double Occupancy (plus $9/night resort fee) Rosen Centre Hotel $185 Single/Double Occupancy HFMA rates at all properties will be honored through May 27, 2013.

JOIN US FOR THESE FUN ANI ACTIVITIES Sunday, June 16 Opening Reception in the Exhibit Hall Post-Welcome Reception at David’s Club

Monday, June 17 Exhibit Hall Reception Jazz It Up—Party Down All–Show Party

Wednesday, June 19 Chair’s Reception and Banquet

36 HFMA NATIONAL INSTITUTE

OUR IRONCLAD GUARANTEE If you are not satisfied with the quality of the program, HFMA will gladly refund your money or provide you with a credit certificate toward a future program. Contact HFMA directly (800) 252-4362. Please provide HFMA with your comments within two weeks of the program.

CPE INFORMATION Total CPE hours for Early Riser Sessions, Featured Speaker Sessions, Breakout Sessions, Lunch and Learn, and Keynote Addresses: 21 See individual descriptions of Preconference Seminars and Preconference Workshops for CPE hours. Prerequisites/pre-work not required unless otherwise noted under individual session description. The CPE Field of Study for sessions is Specialized Knowledge and Applications, unless otherwise indicated in each specific description. Instructional Method: Group Live

The Healthcare Financial Management Association Educational Foundation 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org HFMA is authorized to award pre-approved Category II (non-ACHE) continuing education credits.

Available soon. Download the Free ANI Mobile App launching on iPhone, iPad, and Android devices. Search “HFMA ANI” in your app store. Visit hfma.org/aniapp to learn more. The 2013 ANI Mobile App allows you to:

• Browse the ANI program and—NEW for 2013—create your own itinerary

• View property, convention center, and exhibit hall maps • Find exhibitors and sponsors, view their location in the exhibit hall, and access company contact information

• Network with other ANI attendees • Get important messages during ANI to make sure you’re in the know

• V iew presentations, take notes on sessions and exhibitors, and send your cumulative notes via email

• Stay on top of the most current ANI happenings by

accessing the ANI Twitter feed; tweet about the show using #ANI2013

HFMA 2013 Philanthropy Project

Give Kids The World Sunday, June 16, 2013 7:00 AM – 1:00 PM Cost: $65 Per Person HFMA is partnering with Give Kids The World (GKTW) during ANI 2013, by providing volunteers to work shifts at various attractions throughout the 70 acre “storybook” resort located about 20 minutes from the Orange County Convention Center. A small participation fee will cover the cost of meals, transportation, and a team t-shirt. Anyone over the age of 12 may participate as a volunteer, so if you are bringing your family to Orlando, you will be able to bring them along. We hope you will join us as we show our support for this wonderful organization! Be a part of this important initiative by including the Give Kids The World event in your ANI registration. Learn more about Give Kids The World at gktw.org.

Non-Profit US Postage PAID

Three Westbrook Corporate Center, Suite 600 Westchester, Illinois 60154-5732 Phone: (800) 252-4362, extension 2

Permit No. 2862 Chicago, IL

H FM A’ S 2 0 1 3 A N I A DV I SO RY CO M M IT TE E

Martin Arrick Managing Director Standard & Poor’s Corporation Mark Evard Assistant Vice President, Revenue Cycle St. Luke’s Episcopal Health System Mary Mirabelli Vice President Financial Services Group HCA–The Healthcare Company Susan L. Novak, MBA Controller Sheridan Memorial Hospital Bruce L. Traub, FHFMA, CPA Chief Financial Officer Princeton Healthcare System

To register, visit Join us for the leading healthcare finance conference.

We’re starting with a bang—Jim Collins joins us for the Sunday evening kick off keynote. We’re getting the party started on Sunday night in the Exhibit Hall where you have the opportunity to win great prizes, network with colleagues, and engage with HFMA staffers who are happy to answer any and all questions about ANI. We’re offering more CPEs... this year you can earn up to 30 CPEs. We’re collaborating with Give Kids The World—register for this Sunday event and volunteer your time for kids with life-threatening illnesses.