2013 spring meeting -...

april 5 and 6, 2013Camden on the Lake Lake ozark, missouri

2013 Spring Meeting

Thank you

Ferring Pharmaceuticals

Missouri Professionals Mutual/ MPM

MMIC Group, Inc.

Cretcher Heartland

JW Terrill

MIDWEST AAOE SPRING MEETINGApril 5-6, 2013 | Camden on the Lake | Lake Ozark, Missouri

TO OuR SPECIAl EvENT SPONSORS!

Thank you

Ferring Pharmaceuticals

Missouri Professionals Mutual/ MPM

MMIC Group, Inc.

Cretcher Heartland

JW Terrill


TO OuR SPECIAl EvENT SPONSORS!

SPRING MeetING AGeNDA

Serving MidweSt OrthOpaedic practice executiveS

FRIDAy, APRIl 5th

Registration ...................................... 2:00-5:30 PM

Welcome ....................................................3:00 PM Jim P. Kidd, CMPE, St Peters, MO President, Midwest AAOE

GeneRal SeSSion Location: Gravois Room

Positioning Your Practice for Future Success : essentials for improved Compliance, Charge Capture and operational efficiency ..................................... 3:00-4:00 PM Shellie Sulzberger, LPN, CPC, ICDCT-CM Coding & Compliance Initiatives, Inc. Olathe, KS Introduced by Sue Meyers

PQRS overview & its integration to GroupPractice Reporting options, eHR, and Value Based Payment Modifier ....................................... 4:00-5:00 PM Leslie Witkin Physicians First, Inc., Orlando, FL Introduced by Debra Seyfried

Drinks/appetizers ............................ 5:00-6:00 PM

Dinner ............................................... 6:00-7:30 PM Sponsored by: Ferring Pharmaceuticals Missouri Professionals Mutual/MPM

networking/Social .......................... 7:30-10:00 PM Sponsored by: Cretcher Heartland

SAtuRDAy, APRIl 6th

Breakfast ...........................................7:45-8:00 aM Sponsored by: JW Terrill

GeneRal SeSSion Location: Gravois Room

State of Orthopedics 2013 ............8:00-9:00 aM Stephen F. Dobias, CPA Somerset CPAs, P.C., Indianapolis, IN Introduced by Jim Kidd

BuSineSS MeetinG ......................9:00-9:15 aM

Vendor Break ....................................9:15-9:45 aM Location: Grand Glaize Room

BReakout SeSSionS .................9:45-10:45 aM

Breakout #1 - Administrator Track Co-Management Service Line Agreements Location: Gravois Room Susan Dellegar, MS, RN Orthopedic Service Line Administrator Tulsa Bone & Joint Associates, P.C. Introduced by James Bloom

Breakout #2 - Clinical Manager Track Creative Leadership: Simple yet empowering tools to become a more effective and creative leader Location: Osage Room Mea Austin Director of Solutions, Haase and Long Introduced by Kelly White

Vendor Break ................................10:45-11:15 aM

BReakout SeSSionS ......... 11:15-12:15 noon Breakout #3 – Administrator Track

Omnibus HIPAA Final Rule: What This Means To Your Practice Location: Gravois Room Todd McDonagh Chief Operating Officer, MedSafe Introduced by Sandra Umana

Breakout #4 – Clinical Manager Track OSHA Location: Osage Room Anita C. Kuchar NREMT/QSSP Health & Safety Specialist OSHA Outreach Instructor Cintas Corporation. St.Louis, MO Introduced by Kevin Laney

lunch & open Forum ..................... 12:15-1:00 PM Sponsored by: Cretcher Heartland MMIC Group, Inc.

Vendor Break ..................................1:00 – 1:30 PM

BReakout SeSSionS ................... 1:30-2:30 PM

Breakout #5 – Administrator Track Preventing Fraud in your Medical Practice Location: Gravois Room Jacque James, President Asset Recovery Associates, LLC , Wildwood, MO Introduced by Jim Kidd

Breakout #6 - Clinical Manager Track Security Risk Analysis: No Longer An Option Location: Osage Room Todd McDonagh, Chief Operating Officer, MedSafe Introduced by Fraser Cobbe

Meeting adjourned ...................................2:30 PM

MIDWeSt AAOe SPRING MeetINGapril 5-6, 2013 | camden on the Lake | Lake Ozark, Missouri

SPeAkeR bIOS

Ms. Sulzberger is a Licensed Practical Nurse and a Certified Professional Coder. She received her Bachelors of Science degree in Business Administration from Mid America Nazarene University. Ms. Sulzberger received her nursing license in 1994 and was a practicing clinician at Saint Luke’s Health System for several

years before transferring to the internal compliance/audit area. She became credentialed as a Certified Professional Coder in 1996 and assisted the Saint Luke’s Health System with performing medical record chart audits to verify the accuracy of the internal

coding and claims processing.

Ms. Sulzberger spent approximately six years as a coding/billing consultant with National accounting and consulting firms (BKD, Grant Thornton) before becoming the President of Coding & Compliance Initiatives, Inc. (CCI) in April 2003. Ms. Sulzberger assists her clients with improving their operational performance in a variety of critical outcome areas, including coding/billing, corporate compliance, charge capture processes, etc. Ms. Sulzberger works with a variety of health care providers including hospitals, physician practices, and rural health clinics in their daily compliance and operational activities.

Physicians First, Inc. was founded in Orlando, Florida in June of 1990 by the company president, Leslie Witkin. Leslie is a graduate of the Dartmouth-Hitchcock School of Nursing in New Hampshire and has over twenty years of successful experience in medical practice management.

Her long term healthcare career has fostered mutual respect in clinical and professional relationships with

physicians, medical office personnel, state and federal legislators, and executives in other organizations that represent physician interests.

The company works directly with physician businesses to provide operational assessments, auditing, and other consulting services. In addition, Physicians First, Inc. has conducted and written comprehensive manuals for a variety of seminars both nationally and throughout the State of Florida. Topics for programs are always pertinent to the latest regulatory and operational issues facing the medical business.

leslie Witkin physicians First, inc. Orlando, FL

Shellie Sulzberger, lPN, CPC, ICDCt-CM coding & compliance initiatives, inc. Olathe, KS

SPeAkeR bIOS, CONtINueD

Ms. Susan Dellegar is the Orthopedic Service Line Administrator for Tulsa Bone and Joint Associates and the St. John Health System in Tulsa, Oklahoma. She received her Master’s in Nursing Administration from the University of Oklahoma. During her fifteen-year career at St. John Hospital, she started as a CST and

then became and OR, ICU and ER nurse and eventually became the manager of the ER and

Operating Room, Susan decided it was time for a change of scenery and at Tulsa Bone and Joint found her passion as the Orthopedic Service Line Administrator. In this role, she is responsible for all aspects of the co-management agreement at three hospitals within the Saint John Health System with particular emphasis on managing implant costs, quality, and standardization of care. She currently resides in Tulsa, with her daughter Meredith, and their dog Zoe. She can be contacted at (918) 744-3918 or [email protected]

Steve is a principal in Somerset’s Health Care Team, which focuses on providing consulting, tax and accounting services for physician groups and hospital systems. Steve initiated our Ancillary Services Group that facilitates the feasibility, organization, funding and set up of operations of ambulatory surgery

centers, medical office buildings and associated ancillaries (physical therapy, imaging, DME, urgent care, etc.). He is a frequent speaker on the business of

health care at conferences around the country. In 2003, he was named to the Indianapolis Business Journal’s “Who’s Who Behind the Scenes in Health Care” list. In 2006, Steve served as an Industry Partner Advisor to the Health Care Advisory Board for their “Innovation and the Outmigration of Care” publication. In 2008 and 2009, he was recognized as one of the “People to Know in the ASC Industry” by Becker’s ASC Review.

Stephen graduated from Southern College in Tennessee in 1988 with a Bachelor of Business Administration - Accounting and received the Ralph M. Davidson Senior Award in Accounting.

Stephen F. Dobias, CPA Somerset cpas, p.c. indianapolis, in

Susan Dellegar, MS, RN Orthopedic Service Line administrator tulsa Bone & Joint associates, p.c.


Todd McDonagh is the Chief Operating Officer at MedSafe/Total Compliance Solutions, a healthcare compliance company. Working for MedSafe brings Todd back to his roots in the healthcare industry. He started his career as a Nursing Home Administrator for Sun Healthcare Group. Before coming

full circle, he was the Managing Director at The Mad Dog Group, a boutique Internet marketing and social media consultancy, the Vice President of Operations for HomePortfolio, Inc, an online product library for the home design industry and the Director of

Consulting for Logan Britton, a national consulting company focused on the banking and insurance industries. He received his MBA in Healthcare Management from the University of Connecticut and has a Bachelor of Science degree from Northeastern University.

He is an Adjunct Professor of Management at the Girard School of Business at Merrimack College and sits on the Board of Our Neighbor’s Table, a local non-profit focused on feeding the hungry in the Merrimack Valley. He lives in Haverhill, Massachusetts with his wife, Georgette, son, Daniel and daughter, Madeline.

Having spent over a decade as a Paralegal doing collections and bankruptcy, Mea Austin saw the need for a more solution oriented approach to address the rising number of uninsured patients. In early 1992, she formed the Medical Assistance Program (MAP.) MAP was the first of a suite of services at

Haase and Long to “compassionately create zero balances” for healthcare providers and patients. Mea also launched the “People Services” department,

developing the hiring practices and leadership culture embraced by Haase and Long to this day. She shares her passion for leadership, healthcare, time management and human resource issues in unique, humorous and insightful presentations. Mea currently serves as a Director of Solutions at Haase and Long and is recognized nationally as an authority on the Patient Protection and Affordable Care Act, 501(r) regulations, dealing with uninsured patients, and payment solutions for undocumented aliens. Mea is a graduate of Washburn University and a native of Lawrence, Kansas.

Mea Austin director of Solutions haase and Long

todd McDonagh chief Operating Officer MedSafe


Jacque James is President and Founder of Asset Recovery Associates (ARA), the leading Missouri-based fraud prevention firm that provides fraud investigations and risk management solutions for privately held companies, not for profits and medical practice groups.

Jacque’s professional background is unique – a combination of law enforcement, corporate investigations, entrepreneurship and financial services. In law enforcement she developed an understanding of the legal and justice systems, and embraced the ability to be discreet and confidential while proactively delivering results.

Jacque worked for several multi-million dollar national retailers serving at senior-level management positions in loss prevention. She and her team performed employee theft and HR investigations, conducted fraud and awareness training, and implemented operational and mitigation loss programs that contributed significantly to increasing overall net profits.

Jacque previously owned and operated a micro winery,

and was a trusted advisor for business owners as a branch manager in banking.

Jacque earned a Bachelor’s of Science in Criminal Justice from Saint Leo College in Tampa, Florida. She received her Masters of Business Administration and Masters of Accounting and Financial Management with an emphasis as a Certified Fraud Examiner from Keller Graduate School of Management in St. Louis, Missouri.

Jacque is an adjunct professor at Devry University and Keller Graduate School of Management where she teaches business management and criminal justice courses. Jacque is currently studying for her Certified Fraud Examiner (CFE) credentials. She holds the following certifications:

• Interviews and Interrogations

• Advanced Interviews and Interrogations

• Linguistics Statement Analysis Technique

Jacque is a member of the Association of Certified Fraud Examiners (ACFE), International Association of Asset Recovery (IAAR) and the Association of Certified Financial Crime Specialist.(ACFCS).

Jacque James, MbA, MAFM president asset recovery associates, LLc wildwood, MO

Set uP:Friday april 5 3:00 to 5:00 pm

SHoW HouRS: Friday april 5 5:00 to 6:00 pm

Reception - Exhibit Area

Friday april 5 6:00 to 7:30pm

Dinner-vendors included

Saturday april 6 9:15 to 9:45am

Break

Saturday april 6 10:45 to 11:15 am

Break

Saturday april 6 12:15 to 1:00 am

Group Lunch

Saturday, april 6 1:00 to 1:30 pm

Break

BReak DoWn: Saturday, april 6

1:30 to 3:00 pm

Representatives are encouraged to participate in all

meeting sessions.

We encourage exhibitors to bring along a raffle prize.

PReMiuM SuPPoRteRS

Ferring Pharmaceuticals 1093 North Logan Street

Olathe, KS 66061 913-269-3979

Angela Bramble angela.bramble @ferring.com

missouri ProFessionals mutual/ mPm

287 North Lindbergh Boulevard

St. Louis, MO 63141 314-582-8008

Jim Trout [email protected]

mmic grouP, inc. 7701 France Avenue South

Ste 500 Minneapolis, MN 55435

402-384-5206 Luanne George luanne.george@ mmicgroup.com

cretcher heartland

4551 West 107th Street Ste 300

Overland Park, KS 66207 913-341-8998

Josh Honn jhonn@c

retcherheartland.com

J W terrill 825 Maryville Centre Drive

Chesterfield, MO 63017 314-594-2770

Thomas Fendya [email protected]

MIDWeSt AAOe SPRING MeetINGapril 5-6, 2013 | camden on the Lake | Lake Ozark, Missouri

exhIbItOR DIReCtORy exhIbIt ShOW hOuRS

The Midwest AAOE would like thank the following companies and representatives for their support of the organization and our Spring 2013 Conference

absolute comPuter solutions

5040 Antioch Road, Ste A Merriam, KS 66203

913-262-7977 Rob Jonelis

[email protected]

bactes 8344 Clairemont Mesa Boulevard,

Ste 201 San Diego, CA 92111

479-925-8375 Rick White

[email protected]

breg 2885 Coker Avenue East

Carlsbad, CA 92010 800-897-2734 Kelly Varesio

[email protected]

coding & comPliance

initiatives, inc. 11409 S. Gander Street

Olathe, KS 66061 913-768-1212

Shellie Sulzberger [email protected]

enterPrise bank & trust

444 East Santa Fe Olathe, KS 66061

913-791-9139 Tricia Luedke

tluedke @enterprisebank.com

genzyme/sanoFi biosurgery

2031 Tuscany Lane Nixa, MO 65714

417-766-7031 Matt Burlingame

[email protected]

medsaFe 27 Mica Lane, Ste 208 Wellesley, MA 02481

781-237-9700 Todd McDonagh

[email protected]

midWest medical resources

1455 Iron Street N Kansas City, MO 64116

816-891-6559 Silas Harris silasharris

@mwmedical.net

srssoft 155 Chestnut Ridge Road

Montvale, NJ 07645 201-802-1300

Trang Tran [email protected]

the coding netWork

324 South Palm Drive Beverly Hills, CA 90212

310-459-4186 Neal Green

ngreen@ codingnetwork.com

exHiBitoRS

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Save the Date!2013 Fall Meeting

Midwest AAOE

OctObEr 18-19, 2013

Embassy Suites Kansas City PlazaKansas City, MO

Program Committee:

James e. Bloom Dickson-Diveley

Midwest Orthopaedic Clinic, P.A. Leawood KS

Kevin Laney The Orthopaedic Center

of St Louis St Louis, MO

Sandra Umana Orthopaedic & Sports Medicine

at Cypress Wichita, KS

www.midwestaaoe.com

#midwestaaoe

2013 spring meeting -...

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