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2015-2016AnnualReport

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To: PHIMA Executive Board Cathy Flite, MEd, RHIA, FAHIMA President, PHIMA FROM: Linda McLinden, RHIA Executive Director, PHIMA RE: PHIMA Executive Director Board Report Date: May 16, 2016 ____________________________________________________________________________________ The following items have been accomplished during this year: Administrative Duties:

• Presented webinar on “Delegate Engagement” to the Executive Director/Central Office Coordinator Community.

• Weekly conference calls with President. • Participated in AHIMA COC/ED webinars on a monthly basis. • Participated in AHIMA CSA webinars on a monthly basis. • Worked closely with PHIMA Board and committee chairs to support them throughout the year. • Coordinated and participated in PHIMA Fall Leadership Conference in November. • Coordinated and participated in PHIMA Board meetings in August, November and March. • Participated in AHIMA Summer Leadership Conference in July 2015. • Participated in AHIMA Annual Conference in September 2015. • Participated in AHIMA Leadership Symposium and Hill Day in Washington D.C. in April 2016. • Completed Lobbying Tax Expense report for AHIMA. • Notified all Board members, delegates, committee chairs and regional presidents of Board

meetings throughout the year. • Submitted all invoices to the Treasurer in a timely manner. • Processed regional invoices. Streamlined process and regions are now being billed directly since

March 2016. • Responded to RHIA/RHIT reimbursement applications and provided revised procedure to all

applicants. Board will review after June 30, 2016. • Participated in advocacy efforts, including Twitter rallies, notifications to members and letters to

Members of Congress. • Answered and returned all phone calls and e-‐mails in a timely manner.

2016 Annual Meeting:

• Prepared 2016 Business Meeting script and Installation of Officers script and sent copies to Board, committee chairs, delegates and regional presidents and other participants.

• Worked on menus and confirmed all Banquet and Event order forms with conference center. • Worked with President to select and order conference bag. • Worked with Channel Publishing on notebook provided to attendees.

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• Secured sponsors for attendee neck wallets and Wednesday raffle prize. • Coordinated speaker confirmation letter with webmaster. • Coordinated vendor confirmation letter with webmaster. • Coordinated AV needs for all speakers. • Coordinated electricity and internet needs for all vendors. • Worked with webmaster to create nametags. Printed nametags and sorted for credentials

committee. • Prepared list of eligible voters to be used at business meeting. • Coordinated entertainment for President’s Reception. • Created program book and coordinated printing. • Coordinated vendor ads. • Ordered signage for corporate vendors. • Secured raffle prizes. • Ordered recognition items and ordered flowers for award winners. • Worked with hotel on room assignments, etc. for the conference. • Prepared vouchers for speaker honorariums and processed thank you letters. • Prepared packets for each vendor, speaker and presider. • Coordinated speaker presentations with Education Committee. Information provided to

webmaster to post for attendees. • Attendees: 252 (38 will be participating in the data analytics workshop) • Exhibitors: 35 (1 Double Premier Exhibitors; 6 Premier Exhibitors; 28 Basic Booth Exhibitors)

Education:

• All webinars are now pre-‐recorded and offered on demand. • Long Term Care Series on demand webinars recorded in May 2016. 4-‐part series that is worth 5

CEUs – 2 registrants to date. • Electronic Health Information Exchange on demand webinar – 5 registrants to date. • Quality, Cost and Business Intelligence in Healthcare on demand webinar – 8 registrants to date. • ICD-‐10 Code Camp on July 1, 2015 – 48 attendees. • ICD-‐10 Code Camp on July 13-‐15 2015 – 33 attendees. • ICD-‐10 Code Camp on August 19, 2015 – 29 attendees. • Fall Leadership/CDIP Prep on November 13, 2015 – 81 attendees. • Send program evaluations to speakers after presentations.

Corporate Sponsors

• We currently have 5 corporate sponsors (increased from 2 from last year at this time): o GOLD – e4 o SILVER – MRO o BRONZE – Health Information Alliance, The Knox Corps, Inc., Star-‐Med, LLC

Job Bank: • There were a total of 99 jobs posted this year. This is an increase of 32 from last year.

Legal Manual:

• Serve as an active member of the Legal Manual Task Force. Participate in monthly conference calls.

• Researched other CSA formats for Legal Manuals – PDF vs. portal/purchase vs. subscription. • Followed up with KnowledgeConnex on technical issues and logistics with the set-‐up of the

revised manual as a portal. Discussed pricing structure based a subscription model.

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• Shared the THIMA Legal Manual as a reference for the President and the Legal Manual Task Force Chair.

• Will need to discuss the on-‐going support and update of the manual after the revision is rolled out.

AHIMA-‐Related Issues

• Selected to serve on the AHIMA Membership Model Task Force. Participated in a number of task force calls to discuss concerns and issues related to the proposed membership model.

• Received and reviewed a CSA impact sheet that shows the potential revenue impact of the new model on PHIMA. Reviewed with President and shared with Board.

• Will continue to update PHIMA leaders and members about the membership model. AHIMA will be releasing their marketing plans shortly.

• After working closely with AHIMA and the other CSA Executive Directors/Central Office Coordinators, the Affiliation Agreement for the CSAs was submitted to AHIMA.

Membership Maintained:

• Answered any membership questions from current and/or potential members. • Provide monthly CSA download information from AHIMA to Webmaster.

Technology/Website:

• Worked with Technology Chair and webmaster on Annual Meeting mobile app (Yapp), social media flyer and selfie contest information.

• Updated anti-‐virus software and cloud storage for Central Office. • Continued to utilize WebEx (through AHIMA) for all conference calls, recorded webinars, etc.

Coordinate meetings throughout the year. • Continue to work with Webmaster to ensure all information on the website is accurate and

current. • Provide daily, weekly, monthly updates to webmaster for PHIMA multiple databases (i.e.

RHIT/RHIA Reimbursement, Legal Manual tracking, etc). • Assist Technology Committee with monitoring and facilitating PHIMA social media outlets –

LinkedIn, Facebook, Twitter, Engage and You Tube. • Provide E-‐Alert information to Webmaster weekly.

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: NathanMcWilliams,MPA,RHIA President-ElectRE: President-ElectReport 4thQuarter/Annual2015/2016Date: May23,2016____________________________________________________________________________________

Thefollowingitemshavebeenaccomplished:

• Developing2016/2017budget• Lookingforandappointedcommitteechairs• AttendedAHIMAHilldayinApril• WroteasummaryoftheleadershipmeetingatHillday• Determinedthemefor2017• AttendedHODinNewOrleansatAHIMAAnnualConference• Submittede-AlertarticleregardingtheAHIMAAnnualConference• SpoketoYTIstudentsregardingtheimportanceofvolunteering• AttendedcallwithregionalCSAsregardingAHIMA’sproposednewmembershipmodel• AttendedcallwithregionalregardingnewCSAagreementlanguagefromAHIMA• AttendedtheAHIMALeadershipSymposiuminJuly• PromotedPHIMAattheLeadershipSymposium• MetwithstaterepresentativeBryanCutlertoinformofPHIMAandourknowledgebase• Submittede-AlertarticlesregardingtheAHIMALeadershipSymposium• AttendedAHIMAconference

Follow-upplansinclude:

• Finalizinggoalsfor2016/2017

Thankyou.

To: PHIMA Executive Board Cathy Flite M.Ed., RHIA, FAHIMA President, PHIMA From: Fran Guiles, RHIA, CTR Treasurer Date: May 18, 2016 RE: PHIMA Treasurer’s 4th Quarter Report July 2015 thru May 2016

1. FY16 vouchers thru 5/4/2016 have been processed.

2. July 2015 thru – March 2016 financial statements were received and reconciled with BBAM.

3. The PHIMA budget summary report was based on the most current statement of accounts sent to me from

Bill Baer Association Management (BBAM)—March 2016. Vouchers processed thru May4th 2016 were also added.

4. Checking account balance as of 3/31/16 $ 98,553.59 Money Market balance as of 3/31/16 $ 51,425.04 CD (M & T) balance as of 3/31/16 $ 62,951.71 National Penn CD $ 512.64

The total current assets as of 3/31/2016 $ 213,442.98

2015-2016 Jul15-May16 transactions (April-May16 not validated with BBAM)

5/18/2016 INCOME:

Category Category Name Budget Income Balance

43210 Membership Dues - AHIMA Rebate $80,000.00 $67,641.60 (12,358.40) 43220 Corporate Sponsorship $5,000.00 $3,200.00 ($1,800.00) 43250 Interest Income $40.00 $211.89 $171.89 43255 ROI Manual $5,500.00 $104.00 ($5,396.00) 43256 ROI Manual Sales Tax $330.00 $6.24 ($323.76) 43260 Other Income $400.00 $97.00 ($303.00) 43261 Job Income $24,000.00 $17,400.00 ($6,600.00) 43275 Regional Web Management $8,500.00 $8,214.24 ($285.76) 43280 Fund Raiser $1,500.00 $0.00 ($1,500.00) 44010 Annual Mtg – Registrations $51,750.00 $10,787.00 ($40,963.00) 44011 Annual Mtg – Vendors $39,000.00 $19,070.00 ($19,930.00) 44020 Student Scholarships & RHIT/RHIA $2,000.00 $222.00 ($1,778.00) 44050 Workshops $6,000.00 $6,722.00 $722.00)

44060 ICD-10 Education $00.00 $65,829.20 $65,829.20

Income Totals: $224,020.00 $199,505.17 ($24,514.83)

EXPENSE:

Category Category Name Budget Expense Balance

50100 Executive Director - Salary $58,492.93 $46,308.80 $12,184.13 50310 President $4,960.00 $3,384.59 $1,575.41 50320 President-Elect $5,860.00 $2,999.15 $2,860.85 50330 Secretary $1,400.00 $700.85 $699.15 50340 Treasurer $1,550.00 $29.22 $1,520.78 50351 1st Year Director $4,950.00 $1,203.08 $3,721.92 50352 2nd Year Director $2,950.00 $313.52 $2,636.48 50353 Past President $4,960.00 $132.60 $4,827.40 50360 Administrative $5,500.00 $3,727.79 $1,772.21

50361 Professional Service Fees $2,500.00 $0.00 $2,500.00 50362 AHIMA/PHIMA Hill Days $00.00 $3,863.07 ($3,863.07)

50370 Annual Meeting – Parliamentarian $100.00 $0.00 $100.00 50425 Coding Roundtable $1,400.00 $991.52 $404.48 50430 ICD-10 Task Force $00.00 $29,909.28 ($29,909.28) 50435 CDI Committee $1,400.00 $563.28 $836.72 50450 Education/Program Committee $28,700.000 $2,468.79 $26,231.21 50455 Recruitment $150.00 $83.94 $66.06 50460 eHealth Committee $1,400.00 $417.27 $982.73 50461 Legislative Committee $2,200.00 $399.24 $1,800.76 50462 Community Education Coordinator $1,400.00 $1,813.87 ($413.87) 50465 CSA Advocacy Representative $00.00 $0.00 $0.00 50470 Nominating Committee $0.00 $0.00 $0.00 50490 Technology Committee/CoP Coordination $1,400.00 $0.00 $1,400.00 50530 Delegate - Other $10,270.00 $4,956.49 $5,313.51 50609 BBAM Miscellaneous Expense $2,000.00 $1,435.97 $564.03 50610 Bill Baer Association Mgmt $3,000.00 $2,700.00 $300.00

50611 BBAM Estimated Tax 990 $4,000.00 $0.00 $4,000.00 50620 Fore Donation $300.00 $296.80 $3.20 50630 Contingency Fund/Task Forces $1,500.00 $0.00 $1,500.00 50640 RHIA/RHIT Reimbursement $00.00 $458.00 ($458.00) 50675 Executive Director - Other Expenses $7,410.00 $4,821.26 $2,588.74 50676 Website-Knowledge Connex $13,000.00 $13,926.97 ($926.97) 50680 Website-Regional Web Management $8,500.00 $5,118.00 $3,382.00 54020 Annual Meeting - Incoming Board $500.00 $0.00 $500.00 54031 Arrangements Committee $80,000.00 $26,405.20 $53,594.80 54032 Credentials Committee $3,200.00 $0.00 $3,200.00 54070 ROI Manual Expenses $2,850.00 $0.00 $2,850.00 54075 ROI Manual Sales Tax $330.00 $12.12 $317.88

Expense Totals: $268,107.93 $159,440.67 $106,667.26

Budget Balance (Income-Expense) ($44,087.93) ($40,064.50)

5. Participated in AHIMA Treasurer related webinars and in a call with AHIMA regarding AHIMA Affiliation Agreement for the CSA’s who have annual revenues over $200,000 to discuss the revised financial sections.

6. Registered to attend PHIMA Annual Meeting, Lancaster, PA

7. FY15 budget was finalized with BBAM - final version of summary and ledger posted to Basecamp.

8. Voting: PHIMA Ballot 2016/2017; Student Scholarship Awards; PHIMA Distinguished Member.

9. Participated in several budget meetings to discuss strategies to increase income and reduce expenses concerning the 2015-2016 Budget including meetings with PHIMA Accountant to discuss current financial status of PHIMA.

10. Reviewed and provided comments on the PHIMA Reimbursement Policy and RHIA/RHIT Exam Reimbursement Policy.

11. Attended all PHIMA Board Meetings and presented the Treasurer’s reports for FY16.

12. Assisted Executive Director with information for paperwork for direct deposit so that AHIMA rebates can be directly deposited into the PHIMA checking account.

13. Participated and provided budget information for mid-year budget review and 2016-2017 budget preparation with President, President Elect and Executive Director.

14. Participated in review and approval of Executive Director Performance review for 2014-2015.

15. Responded to all emails in a timely manner

2015-2016 PHIMA Budget Summary July 2015-May 2016

Prepared By: Fran Guiles5/15/2016

2015-2016 Jul15- May4-2016 Transactions 5/11/16

INCOME:

Category Category Name Budget Income Balance43210 Membership Dues - AHIMA Rebate (20%) $ 80,000.00 $67,641.60 ($12,358.40)43215 Membership Dues - PHIMA $ - $0.0043220 Corporate Sponsorship $ 5,000.00 $3,200.00 ($1,800.00)43250 Interest Income $ 40.00 $211.89 $171.8943255 ROI Manual $ 5,500.00 $104.00 ($5,396.00)43256 ROI Manual Sales Tax $ 330.00 $6.24 ($323.76)43260 Other Income $ 400.00 $97.00 ($303.00)43261 Job Bank Income $ 24,000.00 $17,400.00 ($6,600.00)43275 Website Management Regions $ 8,500.00 $8,214.24 ($285.76)43280 Fund Raiser $ 1,500.00 $0.00 ($1,500.00)44010 Annual Meeting - Registrations $ 51,750.00 $10,787.00 ($40,963.00)44011 Annual Meeting - Vendors $ 39,000.00 $19,070.00 ($19,930.00)44020 Student Scholarship & RHIT/RHIA

Reimbursement Program $ 2,000.00 $222.00 ($1,778.00)

44050 Workshops/Education $ 6,000.00 $6,722.00 $722.0044060 ICD-10 Education $ - $65,829.20 $65,829.20

Income Totals: 224,020.00$ $199,505.17 ($24,514.83)

Category Category Name Budget Expense Balance

50100 Executive Director - Salary $58,492.93 $46,308.80 $12,184.1350310 President $4,960.00 $3,384.59 $1,575.4150320 President-Elect $5,860.00 $2,999.15 $2,860.8550330 Secretary $1,400.00 $700.85 $699.1550340 Treasurer $1,550.00 $29.22 $1,520.7850351 1st Year Director $4,925.00 $1,203.08 $3,721.9250352 2nd Year Director $2,950.00 $313.52 $2,636.4850353 Past President $4,960.00 $132.60 $4,827.4050360 Administrative $5,500.00 $3,727.79 $1,772.2150361 Professional Service Fees $2,500.00 $0.00 $2,500.0050362 AHIMA/PHIMA Hill Days $3,863.07 ($3,863.07)50370 Annual Meeting - Parliamentarian $100.00 $0.00 $100.0050425 Coding Roundtable $1,400.00 $991.52 $408.4850430 ICD-10 Task Force $0.00 $29,909.28 ($29,909.28)50435 CDI Committee $1,400.00 $563.28 $836.7250450 Education/Program Committee $28,700.00 $2,468.79 $26,231.2150455 Recruitment $150.00 $83.94 $66.0650460 eHealth Committee $1,400.00 $417.27 $982.7350461 Legislative Committee $2,200.00 $399.24 $1,800.7650462 Community Education Coordinator $1,400.00 $1,813.87 ($413.87)50465 CSA Advocacy Representative $0.00 $0.00 $0.0050470 Nominating Committee $0.00 $0.00 $0.0050490 Technology Committee/CoP Coordination $1,400.00 $0.00 $1,400.0050530 Delegate - Other $10,270.00 $4,956.49 $5,313.5150609 BBAM Miscellaneous Expenses $2,000.00 $1,435.97 $564.0350610 Bill Baer Association Mgmt $3,000.00 $2,700.00 $300.0050611 BBAM Estimated Tax 990 $4,000.00 $0.00 $4,000.0050620 Fore Donation $300.00 $296.80 $3.2050630 Contingency Fund/Task Forces $1,500.00 $0.00 $1,500.0050640 RHIA/RHIT Reimbursement $0.00 $458.00 ($458.00)50675 Executive Director - Other Expenses $7,410.00 $4,821.26 $2,588.7450676 Website-Knowledge Connex $13,000.00 $13,926.97 ($926.97)50677 Website Redesign $0.00 $0.00 $0.0050680 Website-Regional Web Management $8,500.00 $5,118.00 $3,382.0054020 Annual Meeting - Incoming Board $500.00 $0.00 $500.0054031 Arrangements Committee $80,000.00 $26,405.20 $53,594.8054032 Credentials Committee $3,200.00 $0.00 $3,200.0054070 ROI Manual Expenses $2,850.00 $0.00 $2,850.0054075 ROI Manual Sales Tax $330.00 $12.12 $317.88

Expense Totals: $268,107.93 $159,440.67 $108,667.26

Budget Balance (Income-Expense) ($44,087.93) $40,064.50

EXPENSE:

Updated 4/14/11 PHIMA Financial LedgerBudget Year 2013-2014

July 2014-June 2015

Prepared By: Fran Guiles Page 1 of 9

112233445566778899101011111212131314141515161617171818191920202121222223232424252526262727282829293030313132323333343435353636373738383939404041414242434344444545464647474848494950505151525253535454555556565757585859596060616162626363646465656666676768686969

AA BB CC DD EE FF GG

as of 5/11/2016

4th QuarterValidated w/BBAM thru Mar 2016

Voucher Cost Cost Center NameDate Number Center Check Number Description Amount

50-43210 Membership dues-AHIMA8/19/15 2016-009 AHIMA Rebate $3,943.00 $3,898.0010/5/15 2016-032 AHIMA Rebate $3,032.20 $2,587.2010/23/15 2016-044 AHIMA Rebate $4,482.00 $4,437.0011/25/15 2016-051 AHIMA Rebate $3,895.60 $3,850.6011/25/15 2016-064 AHIMA Rebate $3,440.60 $3,395.601/8/15 2016-069 AHIMA Rebate $9,507.00 $9,462.002/11/16 2016-083 AHIMA Rebate $14,648.00 $14,603.004/6/16 2016-094 AHIMA Rebate $7,730.80 $7,685.804/6/16 2016-095 AHIMA Rebate $8,025.20 $7,980.205/4/16 2016-108 AHIMA Rebate $8,937.20 $8,892.02

TOTAL 50-43210 $67,641.60 66,791.42

50-43220 Corporate Sponsorship1/8/15 2016-075 Nov15 ecommerce: Corporate sponsorship $2,000.003/11/16 2016-091 Jan16 ecommerce: Corporate sponsorship $100.004/22/16 2016-099 Feb16 ecommerce: Corporate sponsorship $1,100.00

TOTAL 50-43220 $3,200.00

50-43250 Interest Income7/31/15 $26.698/31/15 Int Ck. Acct $8.048/31/15 MM Interest $17.439/30/15 Interest Income $8.629/30/15 MM Interest $16.8710/31/15 Interest Income $8.8910/31/15 MM Interest $16.8811/30/15 Interest Income $8.7611/30/15 MM Interest $17.4512/30/15 Interest Income $9.571/29/16 Interest Income $9.491/31/16 MM Interest $16.292/29/16 MM Interest $17.423/20/16 Interest Income $12.073/30/16 MM Interest $17.42

TOTAL 50-43250 $211.89

50-43255 ROI Manual

1/8/15 2016-074 Oct15 ecommerce: Legal manual $104.00

TOTAL 50-43255 $104.00

50-43256 ROI Manual Sales Tax

1/8/15 2016-074 Oct15 ecommerce: legal manual tax $6.24

TOTAL 50-43256 $6.24

50-43260 Other Income7/31/15 2016-005 Karen Gibson Husband Meals - AHIMA Conf - New Orleans $97.00

TOTAL 50-43260 $97.00

50-43261 Job Income

PHIMA Budget Ledger 2015-20161st Quarter 2nd Quarter3rd Quarter


July 2014-June 2015


707071717272737374747575767677777878797980808181828283838484858586868787888889899090919192929393949495959696979798989999

100100101101102102103103104104105105106106107107108108109109110110111111112112113113114114115115116116117117118118119119120120121121122122123123124124125125126126127127128128129129130130131131132132133133134134135135136136137137

AA BB CC DD EE FF GG9/20/15 2016-038 June15 ecommerce: Job Bank $1,900.0011/5/15 2016-047 July15 ecommerce: Job Bank $550.0011/5/15 2016-048 Aug15 ecommerce: Job Bank $2,250.0011/25/15 2016-049 Sept15 ecommerce: Job Bank $2,400.001/8/15 2016-074 Oct15 ecommerce: Job Bank $2,250.001/8/15 2016-075 Nov15 ecommerce: Job Bank $1,900.001/8/15 2016-076 Dec15 ecommerce: Job Bank $800.003/11/16 2016-091 Jan16 ecommerce: Job Bank $2,150.004/22/16 2016-099 Feb16 ecommerce: Job Bank $1,850.005/4/16 2016-109 Mar16 ecommerce: Job Bank $1,350.00

TOTAL 50-43261 $17,400.00

50-43270 Public RelationsTOTAL 50-43270 $0.00

50-43275 Regional Websites8/19/15 2016-010 Website mgmt - SePHIMA - 3rd Q.2015 $725.008/19/15 2016-011 Website mgmt - LVHIMA - 3rd Q.2015 $591.759/5/15 2016-020 Website mgmt - CPHIMA - 3rd Q.2014 $678.7510/5/15 2016-036 Website mgmt - SePHIMA - 4th Q.2015 $679.5010/5/15 2016-037 Website mgmt - LVHIMA - 4th Q.2015 $450.0010/23/15 2016-042 Website mgmt - CPHIMA - 4th Q.2014 $921.0010/23/15 2016-046 Website mgmt - WPHIMA - 3rd Q.2015 $1,100.7510/23/15 2016-046 Website mgmt - WPHIMA - 4th Q.2015 $558.752/11/16 2016-084 Website mgmt - LVHIMA - 1st. Q.2016 $450.002/11/16 2016-085 Website mgmt - WPHIMA - 1st Q.2016 $494.253/11/16 2016-088 Website mgmt - CPHIMA - 1st Q.2016 $564.743/11/16 2016-089 Website mgmt - SePHIMA -1st Q.2016 $999.75

TOTAL 50-43275 $8,214.24

50-43280 Fund Raiser

TOTAL 50-43280 $0.00

50-44010 Annual Meeting Registrations

4/22/16 2016-099 Feb16 e-commmerce PHIMA Annual Meeting Registration $2,120.005/4/16 2016-109 Mar16 e-commmerce PHIMA Annual Meeting Registration $8,842.005/4/16 2016-109 Mar16 e-commmerce PHIMA Annual Meeting Registration-REFUND -$175.00

TOTAL 50-44010 $10,787.00

50-44011 Annual Meeting Vendors

11/5/15 2016-048 Aug15 e-commmerce PHIMA Annual Meeting Vendor $775.003/11/16 2016-091 Jan16 ecommerce: Annual mtg exhibitor $3,485.004/22/16 2016-099 Feb16ecommerce: Annual mtg exhibitor $6,100.005/4/16 2016-109 Mar16ecommerce: Annual mtg exhibitor $9,360.005/4/16 2016-109 Mar16ecommerce: Annual mtg exhibitor-REFUND -$650.00

TOTAL 50-44011 $19,070.00

50-44015 Vendor Sponsorship (Misc.)TOTAL 50-44015

50-44020 Student Scholarship11/25/15 2016-055 Scholarship - raffle money - Fall Leadership $222.00

TOTAL 50-44020 $222.00

50-44050 Workshops--On-Line Education9/20/15 2016-038 June15 ecommerce: Revenue share x 2 -$10.00


July 2014-June 2015


138138139139140140141141142142143143144144145145146146147147148148149149150150151151152152153153154154155155156156157157158158159159160160161161162162163163164164165165166166167167168168169169170170171171172172173173174174175175176176177177178178179179180180181181182182183183184184185185186186187187188188189189190190191191192192193193194194195195196196197197198198199199200200201201202202203203204204205205

AA BB CC DD EE FF GG11/5/15 2016-047 July15 ecommerce: Revenue share x 1/Webinar Quality Cost $70.0011/5/15 2016-048 Aug15 ecommerce: Revenue share x 3 $10.0011/25/15 2016-049 Sept15 ecommerce: Revenue share x 4 $60.0011/25/15 2016-049 Sept15 e-Commerce: Refund Issued -$124.0011/25/15 2016-049 Sept15 e-Commerce: Fall Meeting Attendee $2,006.0011/25/15 2016-055 Fall Leadership Reg $99.001/8/15 2016-074 Oct15 ecommerce: Fall Leadership Conference $1,957.001/8/15 2016-074 Oct15 ecommerce: On Dem Web- Qual Cost, Bus Intellig Healthcare $50.001/8/15 2016-074 Oct15 ecommerce: Refund Issued -$99.001/8/15 2016-075 Nov15 ecommerce: Fall Leadership Conference $2,278.001/8/15 2016-075 Nov15 ecommerce: On Dem Web- Qual Cost, Bus Intellig Healthcare $25.001/8/15 2016-075 Nov15 ecommerce: Revenue share x2 $20.001/8/15 2016-075 Nov15 ecommerce: Revenue share x 1 -$10.001/8/15 2016-076 Dec15 ecommerce: Revenue Share x2 $0.001/8/15 2016-076 Dec15 ecommerce: On Dem Web- Qual Cost, Bus Intellig Healthcare $50.003/11/16 2016-091 Jan16 ecommerce: On-Demand Education: HIE in PA $100.003/11/16 2016-091 Jan16 ecommerce: Revenue share x 4 $60.004/22/16 2016-099 Feb16 ecommerce: On-Demand Education: HIE in PA $100.004/22/16 2016-099 Feb16 ecommerce: Revenue share x 3 $60.005/4/16 2016-109 Mar16 ecommerce: Revenue share x 1 $20.00

TOTAL 50-44050 $6,722.00

50-44060 ICD-10 Education8/19/15 2016-015 Payment Code Books -Rachelle Tresilus-(aug11-13) $200.009/20/15 2016-038 ACCOUNT ADJ - MAY 2015 e-Commerce statement -$4,025.309/20/15 2016-038 June15 ecommerce: Root Oper Audio/Clinical Doc Conf $637.509/20/15 2016-038 Juner15 e-Commerce-LTC Coding Sess-july 1st $8,550.009/20/15 2016-038 June15-e-Commerce-Corrected Transaction -May 2015 $1,100.009/20/15 2016-038 June15e-Commerce-ICD-10Camps (June-July-Aug) $22,550.009/20/15 2016-038 Jun15-e-Commerce On Demand ICD-10 Transition $50.009/20/15 2016-038 June15-e-Commerce Refund Issued -$1,100.0010/12/15 2016-039 e-Commerce-MAY FEE ADJUSTMENT $374.5011/5/15 2016-047 July15e-Commerce-ICD-10 Camps (June;July;Aug) $15,750.0011/5/15 2016-047 July15e-Commerce-ICD-10 Code Camps (July1st-Aug19) $4,800.0011/5/15 2016-047 July15-e-Commerce Refund Issued -$700.0011/5/15 2016-048 Aug15e-Commerce-ICD-10Camps (June-July-July;Aug-Aug19) $25,100.0011/5/15 2016-048 Aug15-e-Commerce Audio Conf $135.0011/5/15 2016-048 Aug15-e-Commerce -Duplicate Check Reporting -$13,810.0011/5/15 2016-048 Aug15-e-Commerce -Meeting - Aug19th $3,750.0011/5/15 2016-048 Aug15-e-Commerce Root Operations Audio Conf $510.0011/25/15 2016-049 Sept15-e-Commerce Audio Conf $510.0011/25/15 2016-049 Sept15-e-Commerce Root Operations Audio Conf $510.001/8/15 2016-074 Oct15 ecommerce On Demand Webinar - ICD-10 Transition $50.003/11/16 2016-091 Jan16 ecommerce: A&P Audioconference Series $510.003/11/16 2016-091 Jan16 ecommerce: Clinical Documentation Series $127.504/22/16 2016-099 Feb16 ecommerce: On Demand Edu - ICD-10 Transition $50.005/4/16 2016-109 Mar16 ecommerce: A&P Audio Conf $200.00

TOTAL 50-44060 $65,829.20

50-11108 Checking Account-Customers Bank7/31/15 $56,894.968/31/15 $55,435.179/30/15 $67,210.3010/31/15 $68,180.6811/30/15 $68,877.5912/31/15 $80,953.211/31/16 $77,364.792/29/16 $78,251.833/31/16 $98,553.59

TOTAL 50-11108

50-11114 Money Market-Customers7/31/15 $51,305.288/31/15 $51,322.71


July 2014-June 2015


206206207207208208209209210210211211212212213213214214215215216216217217218218219219220220221221222222223223224224225225226226227227228228229229230230231231232232233233234234235235236236237237238238239239240240241241242242243243244244245245246246247247248248249249250250251251252252253253254254255255256256257257258258259259260260261261262262263263264264265265266266267267268268269269270270271271272272273273

AA BB CC DD EE FF GG9/30/15 $51,339.5810/31/15 ` $51,356.4611/30/15 $51,373.9112/31/15 $51,373.911/31/16 $51,390.202/29/16 $51,407.623/31/16 $51,425.04

TOTAL 50-11114

50-11211 CD's M&T Bank7/31/15 $62,951.718/31/15 $62,951.719/30/15 $62,951.7110/31/15 $62,951.7111/30/15 $62,951.7112/31/15 $62,951.711/31/16 $62,951.712/29/16 $62,951.713/31/16 $62,951.71

TOTAL 50-11211

50-11212 CD's Nat'l Penn Bank12/31/14 ($62,049.09)1/26/15 Closed Acct7/31/15 $512.648/31/15 $512.649/30/15 $512.6410/31/15 $512.6411/30/15 $512.6412/31/15 $512.641/31/16 $512.642/29/16 $512.643/31/16 $512.64

TOTAL 50-11212

50-11213 CD's Susquehanna Bank7/31/15 ($48.80)8/31/15 ($48.80)9/30/15 ($48.80)10/31/15 ($48.80)11/30/15 ($48.80)12/31/15 ($48.80)

50-50100 Executive Director/Salary7/15/15 BBAM ED salary $2,345.077/31/15 BBAM ED salary $2,345.078/15/15 BBAM ED salary $2,345.078/31/15 BBAM ED salary $2,345.079/15/16 BBAM ED salary $2,345.079/30/15 BBAM ED salary $2,345.0710/15/15 BBAM ED salary $2,345.0710/30/15 BBAM ED salary $2,345.0711/15/15 BBAM ED salary $2,345.0711/30/15 BBAM ED salary $2,345.0712/15/15 BBAM ED salary $2,345.0712/30/15 BBAM ED salary $2,345.071/15/16 BBAM ED salary $2,419.161/29/16 BBAM ED salary $2,419.16


July 2014-June 2015


274274275275276276277277278278279279280280281281282282283283284284285285286286287287288288289289290290291291292292293293294294295295296296297297298298299299300300301301302302303303304304305305306306307307308308309309310310311311312312313313314314315315316316317317318318319319320320321321322322323323324324325325326326327327328328329329330330331331332332333333334334335335336336337337338338339339340340341341

AA BB CC DD EE FF GG2/15/20165 BBAM ED salary $2,408.882/29/16 BBAM ED salary $2,408.883/9/16 2016-087 Bonus for Linda McLinden - Perf Appraisal $1,829.873/15//2016 BBAM ED salary $2,367.093/30/16 BBAM ED salary $4,314.92

TOTAL 50-50100 $46,308.80

50-50310 President7/31/15 2016-003 AHIMA Leadership-Chicago - President Exp $822.857/31/15 2016-004 AHIMA Leadership - Chicago-Meal $132.609/5/15 2016-023 Aug14 Board Mtg Exp $167.479/5/15 2016-024 AHIMA Conf. New Orleans -Registration-Airfare-Hotel $1,757.502/11/16 2016-080 Nov15 board mtg-leadership hotel/travel 277.842/11/16 2016-081 LVHIMA Meeting - PHIMA Update-travel $87.582/11/16 2016-082 AHIMA Conf. New Orleans - Parking-Transp $138.75

TOTAL 50-50310 $3,384.59

50-50320 President-Elect7/31/15 2016-004 AHIMA Leadership - Chicago-Meal $132.608/19/15 2016-012 AHIMA Leadership - Chicago/Parking-Flight-Hotel $1,049.7610/23/15 2016-041 AHIMA Conf. New Orleans -Registration-Airfare-Hotel-Meals $1,816.79

TOTAL 50-50320 $2,999.15

50-50330 Secretary8/19/15 2016-017 Aug15 Board Meeting Exp $257.5011/25/15 2016-060 Nov15 board mtg-fall leadership travel $443.35

TOTAL 50-50330 $700.85

50-50340 Treasurer9/5/15 2016-031 Postage/Aug 15 Board Meeting Tolls $29.22

TOTAL 50-50340 $29.22

50-50351 Director, First Year9/5/15 2016-021 Aug14 Board Mtg Exp $59.8912/17/15 2016-066 Nov15 Fall Leadership (stud liaison hotel room) $143.19

5/4/16 2016-104 Scholarship Award - Cecilia Bronner $1,000.00TOTAL 50-50351 $1,203.08

50-50352 Director, Second Year9/5/15 2016-022 Aug14 Board Mtg Exp $29.1111/25/15 2016-059 Nov15 board mtg-fall leadership travel $284.41

TOTAL 50-50352 $313.52

50-50353 Past President7/31/15 2016-004 AHIMA Leadership - Chicago-Meal $132.60

TOTAL 50-50353 $132.60

50-50360 Administrative7/31/15 2016-004 PHIMA PO Box Renewal $92.008/19/15 2016-009 Monthly Webex $45.008/31/15 BBAM Work Comp $4.00


July 2014-June 2015


342342343343344344345345346346347347348348349349350350351351352352353353354354355355356356357357358358359359360360361361362362363363364364365365366366367367368368369369370370371371372372373373374374375375376376377377378378379379380380381381382382383383384384385385386386387387388388389389390390391391392392393393394394395395396396397397398398399399400400401401402402403403404404405405406406407407408408409409

AA BB CC DD EE FF GG10/5/15 2016-032 Monthly Webex $45.0010/5/15 2016-033 Aug15 Board Meeting Exp-room rental-lunch $391.8810/23/15 2016-044 Monthly Webex $45.0011/25/15 2016-051 Monthly Webex $45.0012/17/15 2016-064 Monthly Webex $45.0012/17/15 2016-066 Nov15 Board Meeting Dinner and room rental $974.921/8/16 2016-069 Monthly Webex $45.001/16/16 2016-078 AON Insurance renewal - crime insurance $147.001/16/16 2016-079 AON Insurance renewal - Directors & Officers insurance $1,068.002/11/16 2016-083 Monthly Webex $45.002/11/16 2016-086 AON Insurance renewal - Genral Liability $500.004/6/16 2016-092 Great American Insurance renewal - Genral Liability $500.004/6/16 2016-093 REFUND AON Insurance renewal - Genral Liability -$500.004/6/16 2016-094 Monthly Webex $45.004/6/16 2016-095 Monthly Webex $45.004/22/16 2016-100 Cloud Storage Back-up subscript renewal $99.995/4/16 2016-108 Monthly Webex $45.00

TOTAL 50-50360 $3,727.79

50-50361 BBAM Professional Services

TOTAL 50-50361

50-50362 AHIMA/PHIMA Hill Days4/22/16 2016-100 ED AHIMA Hill Day Exp. ED Lodging,Mileage,Travel; Meals $605.624/22/16 2016-101 AHIMA Hill Day Exp. Legislative Chair- (Travel; Lodging; Food) $811.814/22/16 2016-102 AHIMA Hill Day Exp. Lodging - Travel-Johnson-President $855.524/22/16 2016-103 AHIMA Hill Day Exp. Lodging - Travel-Meals McWilliams-President-Elect $660.125/4/16 2016-107 AHIMA Hill Day Exp. Delegate-Barbetta (Travel;Lodging;Food) $930.00

TOTAL 50-50362 $3,863.07

50-50370 Annual Meeting-Parliamentarian

TOTAL 50-50370 $0.00

50-50420 Nominating Committee

TOTAL 50-50370 $0.00

50-50425 Coding Roundtable Committee

10/23/15 2016-040 Fall Leadership - CDIP Honorarium-Justine Kuritz $300.0011/25/15 2016-057 Nov15 board mtg-leadership hotel/travel $241.525/4/16 2016-105 PHIMA annual mtg - Speaker Hon x9 Coding RT $450.00

TOTAL 50-50425 $991.52

50-50430 ICD-10 Task Force6/26/15 2016-001 ICD-10 Coding Training Manurals for Code Camps $18,068.707/31/15 2016-006 Room Rental/Food-LTC Coding Sess West PA-july 1st $1,875.007/31/15 2016-007 Room Rental/Food-Code Camp Hospital Council West PA-july 13-15 $4,227.509/5/15 2016-025 Coding for Non-Coder Teaching - One Day (Margie Stackhouse) $400.009/5/15 2016-026 Coding for Code Camp Teaching - 3 Days (Patti Anania-Firouzan) $1,200.009/5/15 2016-027 Coding for Code Camp Teaching - 3 Days (Susan Serra) $1,200.009/5/15 2016-028 Mileage to Pittston - Code Camp Teaching $222.459/5/15 2016-029 Food - NE Code Camp - (Aug11-13) $1,240.209/5/15 2016-030 Room Rental/Food-Non-Coder Sess West PA-Aug 19th $1,285.001/8/15 2016-070 Shipping fee ICD-10 Books for Code Camp $190.43

TOTAL 50-50430 $29,909.28

50-50435 CDI Committee12/17/15 2016-065 Fall Leadership Conf - speaker hon, Travel, meals, lodging - J Kuritz $563.28

TOTAL 50-50435 $563.28

50-50450 Education/Program Committee

10/5/15 2016-032 AHIMA Forward Funding - Provide Speaker at PHIMA Annual Meeting $400.00


July 2014-June 2015


410410411411412412413413414414415415416416417417418418419419420420421421422422423423424424425425426426427427428428429429430430431431432432433433434434435435436436437437438438439439440440441441442442443443444444445445446446447447448448449449450450451451452452453453454454455455456456457457458458459459460460461461462462463463464464465465466466467467468468469469470470471471472472473473474474475475476476477477

AA BB CC DD EE FF GG10/23/15 2016-040 Fall Leadership - Honorariums-(Scott, Adhikari,Duncan,Ripchinski) $250.0011/25/15 2016-054 Nov15board mtg-fall leadership hotel/travel $249.4111/25/15 2016-058 Fall Leadership Conference - speaker expenses - (Ripchinski) $37.2911/25/15 2016-062 Fall Leadership Conference - speaker expenses - (Adhikary) $202.1411/25/15 2016-063 Fall Leadership Conference - speaker expenses - (Scott) $129.955/4/16 2016-106 Speaker honorarium x 24 $1,200.00

TOTAL 50-50450 $2,468.79

50-50455 Recruitment7/31/15 2016-004 PHIMA Delegate Shirts - Land's End $83.94

TOTAL 50-50455 $83.94

50-50460 Legislative/eHealth Committee8/19/15 2016-016 Aug15 Board Mtg Meeting $149.6411/25/15 2016-056 Nov15 board mtg-leadership hotel/travel $267.63

TOTAL 50-50460 $417.27

50-50461 Legislative8/19/15 2016-018 Aug15 Board Meeting Exp $143.69

1/8/15 2016-073 Nov15 board mtg-fall leadership travel $255.55TOTAL 50-50461 $399.24

50-50462 Community Educator8/19/15 2016-019 Aug15 Board Meeting Exp $243.4511/25/15 2016-052 PSCA-Conf Registration Feb 18-19 $395.0011/25/15 2016-053 Nov15 board mtg-leadership hotel/travel $444.523/11/16 2016-090 PSCA Conf - (Lodging;mileage;meals) $691.904/6/16 2016-097 Open House Univ Pittsburgh $39.00

TOTAL 50-50462 $1,813.87

50-50465 CSA Advocacy Representative

TOTAL 50-50465 $0.00

50-50470 Nominating Committee

TOTAL 50-50470 $0.00

50-50472 Advocacy

TOTAL 50-50472 $0.00

50-50480 Public Relations CommitteeTOTAL 50-50480 $0.00

50-50490 Technology Committee/CoP Coordination

TOTAL 50-50490 $0.00

50-50530 2 Delegates/AHIMA7/31/15 2016-004 AHIMA Leadership - Chicago-Team Meals Delegates $132.607/31/15 2016-008 AHIMA Conf-New Orleans ADVANCE (Airfare/Registration)- Dunyak $1,012.208/19/15 2016-013 AHIMA Conf-New Oleans ADVANCE (Airfare/Regi/1 Lodging)- Gibson $1,445.088/19/15 2016-014 AHIMA Leadership-Chicago - Delegate-Gibson $953.2510/23/15 2016-043 AHIMA Conf-New Orleans (Hotel-Meals-Transp)- Dunyak $646.7611/25/15 2016-050 AHIMA Conf. New Orleans -Registration-Airfare-Hotel-Meals-Gibson $438.4411/25/15 2016-061 Nov15 board mtg travel-Dunyak $87.461/8/16 2016-068 Nov15 board mtg travel-hotel Gibson $240.70

TOTAL 50-50530 $4,956.49

50-50609 BBAM Miscellaneous Expenses


July 2014-June 2015


478478479479480480481481482482483483484484485485486486487487488488489489490490491491492492493493494494495495496496497497498498499499500500501501502502503503504504505505506506507507508508509509510510511511512512513513514514515515516516517517518518519519520520521521522522523523524524525525526526527527528528529529530530531531532532533533534534535535536536537537538538539539540540541541542542543543544544545545

AA BB CC DD EE FF GG8/4/15 BBAM payroll fee $141.018/31/15 BBAM payroll fee $132.519/14/16 BBAM Stamps & Postage $98.0010/15/15 BBAM payroll fee $141.0111/9/15 BBAM Stamps & Postage $2.7412/1/15 BBAM payroll fee $314.0212/17/15 BBAM Envelopes $122.681/6/16 BBAM payroll fee $132.512/10/16 BBAM payroll fee $218.813/18/16 BBAM payroll fee $132.513/30/16 BBAM payroll fee $0.17

TOTAL 50-50609 $1,435.97

50-50610 BBAM Mgmt7/1/15 BBAM BBAM management $900.0010/1/15 BBAM BBAM management $900.001/2/16 BBAM BBAM management $900.00

TOTAL 50-50610 $2,700.00

50-50611 BBAM Estimated Tax 990T

50-50620 Donation/FORE Contribution

10/5/15 2016-033 AHIMA Foundation auction item $296.80TOTAL 50-50620 $296.80

50-50630 Contingency Fund

TOTAL 50-50630 $0.00

50-50640 RHIA/RHIT Reimbursement

1/8/15 2016-077 RHIT/RHIA Reimbursement x2 $458.00

TOTAL 50-50640 $458.00

50-50675 Executive Director/Other Expenses7/31/15 2016-004 AHIMA Leadership-Chicago - ED expenses $704.977/31/15 2016-004 AHIMA Conf. New Orleans - ED Registration $560.007/31/15 2016-004 ED Internet-May-June $58.687/31/15 2016-004 AHIMA Leadership-Chicago - ED Meal $132.6010/5/15 2016-033 ED Mileage - Aug15 Board Meeting $106.9710/5/15 2016-033 AHIMA Leadership-Chicago - ED Flight $412.2410/5/15 2016-033 ED Internet=July-Aug $58.6810/5/15 2016-033 ED Phone- May-September $636.5710/23/15 2016-045 AHIMA Conf. New Orleans - ED Hotel-Meals-Parking $857.6512/17/15 2016-067 Fall Leadership (ED Hotel/Mileage) $235.064/22/16 2016-100 ED Internet-Oct-Nov-Dec-Jan $117.364/22/16 2016-100 ED Phone- Oct-Nov-Dec-Jan-Feb-March-April $940.48

TOTAL 50-50675 $4,821.26

50-50676 Website/Knowledge Connex


July 2014-June 2015


546546547547548548549549550550551551552552553553554554555555556556557557558558559559560560561561562562563563564564565565566566567567568568569569570570571571572572573573574574575575576576577577578578579579580580581581582582583583584584585585586586587587588588589589590590591591592592593593594594595595596596597597598598599599600600601601602602603603604604

AA BB CC DD EE FF GG10/5/15 2016-034 Website mgmt - 4Q $2,576.009/20/15 2016-038 June15 ecommerce: KC fees $1,886.0911/5/15 2016-047 July15 ecommerce: KC fees $712.9011/5/15 2016-048 Aug15 ecommerce: KC fees $1,042.3511/25/15 2016-049 Sept15 ecommerce: KC fees $493.991/8/15 2016-071 Website mgmt - 1stQ $1,423.001/8/15 2016-074 Oct15 ecommerce: KC fees $332.791/8/15 2016-075 Nov15 ecommerce: KC fees $222.941/8/15 2016-076 Dec15 ecommerce: KC fees $59.653/11/16 2016-091 Jan16 ecommerce: KC fees $548.974/6/16 2016-096 Website mgmt - 1stQ $2,313.754/22/16 2016-099 Feb16 ecommerce: KC fees $814.225/4/16 2016-109 Mar16 ecommerce: KC fees $1,500.32

TOTAL 50-50676 $13,926.97

50-50677 Website Redesign

TOTAL 50-50677

50-50680 Regional Website Maintenance10/5/15 2016-035 Website mgmt - 4Q $2,609.251/8/15 2016-072 Website mgmt - 1st Q $2,508.75

TOTAL 50-50680 $5,118.00

50-54010 Annual Meeting-Executive BoardTOTAL 50-54010 $0.00

50-54020 Annual Meeting-Incoming Board

TOTAL 50-54020 $0.00

50-54031 Arrangements Committee7/31/15 2016-002 Deposit 201-2017 Annual Meetings Lancaster $2,000.0012/17/15 2016-066 Fall Leadership Conference - hotel bill $4,276.4712/17/15 2016-067 Fall Leadership Conference - raffle tickets $128.734/8/16 2016-098 Annual Meeting - DEPOSIT $20,000.00

TOTAL 50-54031 $26,405.20

50-54032 Credentials Committee

TOTAL 50-54032 $0.00

50-54070 ROI Manual Expense

TOTAL 50-54070 $0.00

50-54075 Sales Tax8/20/15 $11.769/28/15 $0.36

TOTAL 50-54075 $12.12

PHIMA FY11 - Voucher List

Voucher # Dated Processed Title Expense Category Expense Income To BBAM2016-001 6/15/15 Linda McLinden 6/25/15 ICD-10 Coding Training Manurals for Code Camps 50430-ICD10 Task Force $18,068.70 6/26/152016-002 6/30/15 Linda McLinden 6/25/15 Deposit 201-2017 Annual Meetings Lancaster 54031-Arrangements $2,000.00 7/31/152016-003 7/13/15 Cathy Flite 7/30/15 AHIMA Leadership-Chicago - President Exp 50310-President $822.85 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership-Chicago - ED expenses 50675-Exec Director -Other Exp $704.97 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Conf. New Orleans - ED Registration 50675-Exec Director -Other Exp $560.00 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 ED Internet-May-June 50675-Exec Director -Other Exp $58.68 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership-Chicago - ED Meal 50675-Exec Director -Other Exp $132.60 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership - Chicago-Meal 50310-President $132.60 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership - Chicago-Meal 50320-Pres-Elect $132.60 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership - Chicago-Meal 50353-Past President $132.60 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 AHIMA Leadership - Chicago-Meal-Team Meal Delegates 50530-Delegate $132.60 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 PHIMA Delegate Shirts - Land's End 50455-Recruitment $83.94 7/31/152016-004 7/16/15 Linda McLinden 7/30/15 PHIMA PO Box Renewal 50360-Admin $92.00 7/31/152016-005 7/27/15 Linda McLinden 7/30/15 Karen Gibson Husband Meals - AHIMA Conf - New Orleans 43260-Other Income $97.00 7/31/152016-006 7/27/15 Linda McLinden 7/30/15 Room Rental/Food-LTC Coding Sess Hospital Council West PA-july 1st 50430-ICD10 Task Force $1,875.00 7/31/152016-007 7/27/15 Linda McLinden 7/30/15 Room Rental/Food-Code Camp Hospital Council West PA-july 13-15 50430-ICD10 Task Force $4,227.50 7/31/152016-008 7/28/15 Denise Dunyak 7/30/15 AHIMA Conf-New Orleans ADVANCE (Airfare/Registration)- Dunyak 50530-Delegate $1,012.20 7/31/152016-009 7/20/15 Linda McLinden 8/18/15 AHIMA Rebate 43210-AHIMA dues $3,943.00 8/19/152016-009 7/20/15 Linda McLinden 8/18/15 Monthly Webex 50360-Admin $45.00 8/19/152016-010 7/27/15 Cindy Marselis 7/27/15 Website mgmt - SePHIMA - 3rd Q.2015 43275-Region Website $725.00 8/19/152016-011 7/30/15 Mary McFadden 7/27/15 Website mgmt - LVHIMA - 3rd Q.2015 43275-Region Website $591.75 8/19/152016-012 7/30/15 Nathan McWilliams 7/27/15 AHIMA Leadership - Chicago/Parking-Flight-Hotel 50320-Pres-Elect $1,049.76 8/19/152016-013 8/7/15 Karen Gibson 8/18/15 AHIMA Conf - New Oleans ADVANCE (Airfare/Registration/1 nite Lodging)- Gibson50530-Delegate $1,445.08 8/19/152016-014 8/7/15 Karen Gibson 8/18/15 AHIMA Leadership-Chicago - Delegate-Gibson 50530-Delegate $953.25 8/19/152016-015 8/14/15 Linda McLinden 8/18/15 Payment Code Books -Rachelle Tresilus-(aug11-13) 44060-ICD10 Education $200.00 8/19/152016-016 8/15/15 Dasantila Sherifi 8/18/15 Aug15 Board Mtg Meeting 50460-PaEHI $149.64 8/19/152016-017 8/18/15 Margie Stackhouse 8/18/15 Aug15 Board Meeting Exp 50330-Secretary $257.50 8/19/152016-018 8/18/15 Alexandra Richards 8/18/15 Aug15 Board Meeting Exp 50461-Legislative $143.69 8/19/152016-019 8/19/15 Kim Black 8/19/15 Aug15 Board Meeting Exp 50462-CEC $243.45 8/19/152016-020 9/4/15 Tracy Dessen 9/4/15 Website mgmt - CPHIMA - 3rd Q.2014 43275-Region Website $678.75 9/5/152016-021 8/20/15 Laura Rizzo 9/4/15 Aug14 Board Mtg Exp 50351-1st yr Director $59.89 9/5/152016-022 8/24/15 Maria Barbetta 9/4/15 Aug14 Board Mtg Exp 50352-2nd yr Director $29.11 9/5/152016-023 8/25/15 Cathy Flite 9/4/15 Aug14 Board Mtg Exp 50310-President $167.47 9/5/152016-024 8/25/15 Cathy Flite 9/4/15 AHIMA Conf. New Orleans -Registration-Airfare-Hotel 50310-President $1,757.50 9/5/152016-025 8/27/15 Laurie Johnson 9/4/15 Coding for Non-Coder Teaching - One Day (Margie Stackhouse) 50430-ICD10 Task Force $400.00 9/5/152016-026 8/27/15 Laurie Johnson 9/4/15 Coding for Code Camp Teaching - 3 Days (Patti Anania-Firouzan) 50430-ICD10 Task Force $1,200.00 9/5/152016-027 8/27/15 Laurie Johnson 9/4/15 Coding for Code Camp Teaching - 3 Days (Susan Serra) 50430-ICD10 Task Force $1,200.00 9/5/152016-028 8/26/15 Kathy Arner 9/4/15 Mileage to Pittston - Code Camp Teaching 50430-ICD10 Task Force $222.45 9/5/152016-029 9/1/15 Linda McLinden 9/4/15 Food - NE Code Camp - (Aug11-13) 50430-ICD10 Task Force $1,240.20 9/5/152016-030 9/1/15 Linda McLinden 9/4/15 Room Rental/Food-Non-Coder Sess Healhcare Council West PA-Aug 19th 50430-ICD10 Task Force $1,285.00 9/5/152016-031 9/4/15 Fran Guiles 9/4/15 Postage/Aug 15 Board Meeting Tolls 50340-Treasurer $29.22 9/5/152016-032 8/26/15 Linda McLinden 10/4/15 AHIMA Rebate 43210-AHIMA dues $3,032.20 10/5/152016-032 8/26/15 Linda McLinden 10/4/15 Monthly Webex 50360-Admin $45.00 10/5/152016-032 8/26/15 Linda McLinden 10/4/15 AHIMA Forward Funding - Provide Speaker at PHIMA Annual Meeting 50450-Program/Education $400.00 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 AHIMA Foundation auction item 50620-FORE Donation $296.80 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 Aug15 Board Meeting Exp-room rental-lunch 50360-Admin $391.88 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 ED Mileage - Aug15 Board Meeting 50675-Exec Director -Other Exp $106.97 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 AHIMA Leadership-Chicago - ED Flight 50675-Exec Director -Other Exp $412.24 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 ED Internet=July-Aug 50675-Exec Director -Other Exp $58.68 10/5/152016-033 9/16/15 Linda McLinden 10/4/15 ED Phone- May-September 50675-Exec Director -Other Exp $636.57 10/5/152016-034 9/16/15 Linda McLinden 10/4/15 Website mgmt - 4Q 50676-website KC Fees $2,576.00 10/5/152016-035 9/16/15 Linda McLinden 10/4/15 Website mgmt - 4Q 50680-website mgmt-regions $2,609.25 10/5/152016-036 9/21/15 Cindy Marselis 10/4/15 Website mgmt - SePHIMA - 4th Q.2015 43275-Region Website $679.50 10/5/152016-037 9/24/15 Mary McFadden 10/4/15 Website mgmt - LVHIMA - 4th Q.2015 43275-Region Website $450.00 10/5/152016-038 9/20/15 Linda McLinden 10/11/15 June15 ecommerce: Job Bank 43261-Job Bank $1,900.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15 ecommerce: Revenue share x 2 44050-Workshop -$10.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 ACCOUNT ADJ - MAY 2015 e-Commerce statement 44060-ICD10 Education -$4,025.30 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15 ecommerce: Root Oper Audio/Clinical Documentation Conf 44060-ICD10 Education $637.50 10/12/15


2016-038 9/20/15 Linda McLinden 10/11/15 Juner15 e-Commerce-LTC Coding Sess Hospital Council West PA-july 1st 44060-ICD10 Education $8,550.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15-e-Commerce-Corrected Transaction -May 2015 44060-ICD10 Education $1,100.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15e-Commerce-ICD-10 Code Camps (June15-17;July13-15;Aug19)44060-ICD10 Education $22,550.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 Jun15-e-Commerce On Demand ICD-10 Transition 44060-ICD10 Education $50.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15-e-Commerce Refund Issued 44060-ICD10 Education -$1,100.00 10/12/152016-038 9/20/15 Linda McLinden 10/11/15 June15 ecommerce: KC fees 50676-website KC Fees $1,886.09 10/12/152016-039 9/20/15 Linda McLinden 10/11/15 e-Commerce-MAY FEE ADJUSTMENT 44060-ICD10 Education $374.50 10/12/152016-040 10/20/15 Linda McLinden 10/22/15 Fall Leadership - CDIP Honorarium-Justine Kuritz 50425-Coding Roundtable $300.00 10/23/152016-040 10/20/15 Linda McLinden 10/22/15 Fall Leadership - Honorariums-(Scott, Adhikari,Duncan,Ripchinski) 50450-Program/Education $250.00 10/23/152016-041 10/2/15 Nathan McWilliams 10/22/15 AHIMA Conf. New Orleans -Registration-Airfare-Hotel-Meals 50320-Pres-Elect $1,816.79 10/23/152016-042 10/2/15 Tracy Dessen 10/22/15 Website mgmt - CPHIMA - 4th Q.2014 43275-Region Website $921.00 10/23/152016-043 10/5/15 Denise Dunyak 10/22/15 AHIMA Conf-New Orleans (Hotel-Meals-Transp)- Dunyak 50530-Delegate 646.76 10/23/152016-044 10/5/15 Linda McLinden 10/22/15 AHIMA Rebate 43210-AHIMA dues $4,482.00 10/23/152016-044 10/5/15 Linda McLinden 10/22/15 Monthly Webex 50360-Admin $45.00 10/23/152016-045 10/8/15 Linda McLinden 10/22/15 AHIMA Conf. New Orleans - ED Hotel-Meals-Parking 50675-Exec Director -Other Exp $857.65 10/23/152016-046 10/9/15 Linda McLinden 10/22/15 Website mgmt - WPHIMA - 3rd Q.2015 43275-Region Website $1,100.75 10/23/152016-046 10/9/15 Linda McLinden 10/22/15 Website mgmt - WPHIMA - 4th Q.2015 43275-Region Website $558.75 10/23/152016-047 10/20/15 Linda McLinden 11/4/15 July15 ecommerce: Job Bank 43261-Job Bank $550.00 11/5/152016-047 10/20/15 Linda McLinden 11/4/15 July15 ecommerce: Revenue share x 1/Webinar Quality Cost 44050-Workshop $70.00 11/5/152016-047 10/20/15 Linda McLinden 11/4/15 July15e-Commerce-ICD-10 Code Camps (June15-17;July13-15;Aug11-13)44060-ICD10 Education $15,750.00 11/5/152016-047 10/20/15 Linda McLinden 11/4/15 July15e-Commerce-ICD-10 Code Camps (July1st-Aug19) 44060-ICD10 Education $4,800.00 11/5/152016-047 10/20/15 Linda McLinden 11/4/15 July15-e-Commerce Refund Issued 44060-ICD10 Education -$700.00 11/5/152016-047 10/20/15 Linda McLinden 11/4/15 July15 ecommerce: KC fees 50676-website KC Fees $712.90 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15 ecommerce: Job Bank 43261-Job Bank $2,250.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15 e-commmerce PHIMA Annual Meeting Vendor 44011-Annual Meeting Exhibitor $775.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15 ecommerce: Revenue share x 3 44050-Workshop $10.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15e-Commerce-ICD-10 Code Camps (June15-17;July1-July13-15;Aug11-13-Aug19)44060-ICD10 Education $25,100.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15-e-Commerce Audio Conf 44060-ICD10 Education $135.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15-e-Commerce -Duplicate Check Reporting 44060-ICD10 Education -$13,810.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15-e-Commerce -Meeting - Aug19th 44060-ICD10 Education $3,750.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15-e-Commerce Root Operations Audio Conf 44060-ICD10 Education $510.00 11/5/152016-048 10/20/15 Linda McLinden 11/4/15 Aug15 ecommerce: KC fees 50676-website KC Fees $1,042.35 11/5/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15 ecommerce: Job Bank 43261-Job Bank $2,400.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15 ecommerce: Revenue share x 4 44050-Workshop $60.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15 e-Commerce: Refund Issued 44050-Workshop -$124.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15 e-Commerce: Fall Meeting Attendee 44050-Workshop $2,006.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15-e-Commerce Audio Conf 44060-ICD10 Education $510.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15-e-Commerce Root Operations Audio Conf 44060-ICD10 Education $510.00 11/25/152016-049 10/20/15 Linda McLinden 11/24/15 Sept15 ecommerce: KC fees 50676-website KC Fees $493.99 11/25/152016-050 10/24/15 Karen Gibson 11/24/15 AHIMA Conf. New Orleans -Registration-Airfare-Hotel-Meals-Gibson 50530-Delegate $438.44 11/25/152016-051 10/30/15 Linda McLinden 11/24/15 AHIMA Rebate 43210-AHIMA dues $3,895.60 11/25/152016-051 10/30/15 Linda McLinden 11/24/15 Monthly Webex 50360-Admin $45.00 11/25/152016-052 11/19/15 Linda McLinden 11/24/15 PSCA-Conf Registration Feb 18-19 50462-CEC $395.00 11/25/152016-053 11/15/15 Kim Black 11/24/15 Nov15 board mtg-leadership hotel/travel 50462-CEC $444.52 11/25/152016-054 11/16/15 Dan Christopher 11/24/15 Nov15board mtg-fall leadership hotel/travel 50450-Program/Education $249.41 11/25/152016-055 11/18/15 Linda McLinden 11/24/15 Scholarship - raffle money - Fall Leadership 44020-student scholarship $222.00 11/25/152016-055 11/18/15 Linda McLinden 11/24/15 Fall Leadership Reg 44050-Workshop $99.00 11/25/152016-056 11/18/15 Dasantila Sherifi 11/24/15 Nov15 board mtg-leadership hotel/travel 50460-PaEHI $267.63 11/25/152016-057 11/18/15 Kathy Arner 11/24/15 Nov15 board mtg-leadership hotel/travel 50425-Coding Roundtable $241.52 11/25/152016-058 11/19/15 Michael Ripchinski 11/24/15 Fall Leadership Conference - speaker expenses - (Ripchinski) 50450-Program/Education $37.29 11/25/152016-059 11/19/15 Maria Barbetta 11/24/15 Nov15 board mtg-fall leadership travel 50352-2nd yr Director $284.41 11/25/152016-060 11/19/15 Margie Stackhouse 11/24/15 Nov15 board mtg-fall leadership travel 50330-Secretary $443.35 11/25/152016-061 11/24/15 Denise Dunyak 11/24/15 Nov15 board mtg travel-Dunyak 50530-Delegate $87.46 11/25/152016-062 11/16/15 Sam Adhikary 11/24/15 Fall Leadership Conference - speaker expenses - (Adhikary) 50450-Program/Education $202.14 11/25/152016-063 11/16/15 Rich Scott 11/24/15 Fall Leadership Conference - speaker expenses - (Scott) 50450-Program/Education $129.95 11/25/152016-064 11/20/15 Linda McLinden 12/16/15 AHIMA Rebate 43210-AHIMA dues $3,395.00 11/25/152016-064 11/20/15 Linda McLinden 12/16/15 Monthly Webex 50360-Admin $45.00 $99,553.00 12/17/152016-065 11/24/15 Justine Kuritz 12/16/15 Fall Leadership Conference - speaker honorarium, Travel, meals, lodging - Justine Kuritz50435-CDI $563.28 12/17/152016-066 11/30/15 Linda McLinden 12/16/15 Nov15 Board Meeting Dinner and room rental 50360-Admin $974.92 12/17/15


2016-066 11/30/15 Linda McLinden 12/16/15 Fall Leadership Conference - hotel bill 54031-Arrangements $4,276.47 12/17/152016-066 11/30/15 Linda McLinden 12/16/15 Nov15 Fall Leadership (stud liaison hotel room) 50351-1st yr Director $143.19 12/17/152016-067 12/1/15 Linda McLinden 12/16/15 Fall Leadership (ED Hotel/Mileage) 50675-Exec Director -Other Exp $235.06 12/17/152016-067 12/1/15 Linda McLinden 12/16/15 Fall Leadership Conference - raffle tickets 54031-Arrangements $128.73 12/17/152016-068 12/23/15 Karen Gibson 1/7/16 Nov15 board mtg travel-hotel Gibson 50530-Delegate $240.70 1/8/162016-069 1/4/16 Linda McLinden 1/7/16 AHIMA Rebate 43210-AHIMA dues $9,507.00 1/8/152016-069 1/4/16 Linda McLinden 1/7/16 Monthly Webex 50360-Admin $45.00 $109,060.00 1/8/162016-070 1/4/16 Linda McLinden 1/7/16 Shipping fee ICD-10 Books for Code Camp 50430-ICD10 Task Force $190.43 1/8/152016-071 1/4/16 Linda McLinden 1/7/16 Website mgmt - 1stQ 50676-website KC Fees $1,423.00 1/8/152016-072 1/4/16 Linda McLinden 1/7/16 Website mgmt - 1stQ 50680-website mgmt-regions $2,508.75 1/8/152016-073 1/5/16 Alexandra Richards 1/7/16 Nov15 board mtg-fall leadership travel 50461-Legislative $255.55 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: Legal manual 43255-Legal Manual $104.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: legal manual tax 43256-Legal Manual Sales Tax $6.24 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: Job Bank 43261-Job Bank $2,250.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: Fall Leadership Conference 44050-Workshop $1,957.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: On Demad Webinar- Qual Cost, Bus Intelligence in Healthcare44050-Workshop $50.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: Refund Issued 44050-Workshop -$99.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce On Demand Webinar - ICD-10 Transition 44060-ICD10 Education $50.00 1/8/152016-074 1/8/16 Linda McLinden 1/8/16 Oct15 ecommerce: KC fees 50676-website KC Fees $332.79 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: Corporate sponsorship 43220-corporate sponsor $2,000.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: Job Bank 43261-Job Bank $1,900.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: Fall Leadership Conference 44050-Workshop $2,278.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: On Demad Webinar- Qual Cost, Bus Intelligence in Healthcare44050-Workshop $25.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: Revenue share x2 44050-Workshop $20.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: Revenue share x 1 44050-Workshop -$10.00 1/8/152016-075 1/8/16 Linda McLinden 1/8/16 Nov15 ecommerce: KC fees 50676-website KC Fees $222.94 1/8/152016-076 1/8/16 Linda McLinden 1/8/16 Dec15 ecommerce: Job Bank 43261-Job Bank $800.00 1/8/152016-076 1/8/16 Linda McLinden 1/8/16 Dec15 ecommerce: Revenue Share x2 44050-Workshop $0.00 1/8/152016-076 1/8/16 Linda McLinden 1/8/16 Dec15 ecommerce: On Demad Webinar- Qual Cost, Bus Intelligence in Healthcare44050-Workshop $50.00 1/8/152016-076 1/8/16 Linda McLinden 1/8/16 Dec15 ecommerce: KC fees 50676-website KC Fees $59.65 1/8/152016-077 1/8/16 Linda McLinden 1/8/16 RHIT/RHIA Reimbursement x2 50640-RHIT/RHIA Reimbursement $458.00 1/8/152016-078 1/1420196 Linda McLinden 1/15/16 AON Insurance renewal - crime insurance 50360-Admin $147.00 1/16/162016-079 1/1420196 Linda McLinden 1/15/16 AON Insurance renewal - Directors & Officers insurance 50360-Admin $1,068.00 1/16/162016-080 1/8/16 Cathy Flite 2/10/16 Nov15 board mtg-leadership hotel/travel 50310-President 277.84 2/11/162016-081 1/8/16 Cathy Flite 2/10/16 LVHIMA Meeting - PHIMA Update-travel 50310-President $87.58 2/11/162016-082 1/8/16 Cathy Flite 2/10/16 AHIMA Conf. New Orleans - Parking-Transp 50310-President $138.75 2/11/162016-083 1/27/16 Linda McLinden 2/10/16 AHIMA Rebate 43210-AHIMA dues $14,648.00 2/11/162016-083 1/27/16 Linda McLinden 2/10/16 Monthly Webex 50360-Admin $45.00 2/11/162016-084 1/26/16 Mary McFadden 2/10/16 Website mgmt - LVHIMA - 1st. Q.2016 43275-Region Website $450.00 2/11/162016-085 1/24/16 Pat Belluomini 2/10/16 Website mgmt - WPHIMA - 1st Q.2016 43275-Region Website $494.25 2/11/162016-086 2/10/16 Linda McLinden 2/10/16 AON Insurance renewal - Genral Liability 50360-Admin $500.00 2/11/162016-087 3/1/16 Laurie Johnson 3/8/16 Bonus for Linda McLinden - Perf Appraisal 50100-Exec Dir Salary $1,829.87 3/9/162016-088 2/16/20165 Tracy Dessen 3/10/16 Website mgmt - CPHIMA - 1st Q.2016 43275-Region Website $564.74 3/11/162016-089 2/17/15 Cindy Marselis 3/10/16 Website mgmt - SePHIMA -1st Q.2016 43275-Region Website $999.75 3/11/162016-090 2/25/16 Kim Black 3/10/16 PSCA Conf - (Lodging;mileage;meals) 50462-CEC $691.90 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: Corporate sponsorship 43220-corporate sponsor $100.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: Job Bank 43261-Job Bank $2,150.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: Annual mtg exhibitor 44011-Annual Meeting Exhibitor $3,485.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: On-Demand Education: HIE in PA 44050-Workshop $100.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: Revenue share x 4 44050-Workshop $60.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: A&P Audioconference Series 44060-ICD10 Education $510.00 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: Clinical Documentation Series 44060-ICD10 Education $127.50 3/11/162016-091 3/7/16 Linda McLinden 3/10/16 Jan16 ecommerce: KC fees 50676-website KC Fees $548.97 3/11/162016-092 3/17/16 Linda McLinden 4/6/16 Great American Insurance renewal - Genral Liability 50360-Admin $500.00 4/6/162016-093 3/17/16 Linda McLinden 4/6/16 REFUND AON Insurance renewal - Genral Liability 50360-Admin -$500.00 4/6/162016-094 3/14/16 Linda McLinden 4/5/16 AHIMA Rebate 43210-AHIMA dues $7,730.80 4/6/162016-094 3/14/16 Linda McLinden 4/5/16 Monthly Webex 50360-Admin $45.00 4/6/162016-095 3/21/16 Linda McLinden 4/5/16 AHIMA Rebate 43210-AHIMA dues $8,025.20 4/6/162016-095 3/21/16 Linda McLinden 4/5/16 Monthly Webex 50360-Admin $45.00 4/6/16


2016-096 3/25/16 Linda McLinden 4/5/16 Website mgmt - 1stQ 50676-website KC Fees $2,313.75 4/6/162016-097 3/31/20165 Kim Black 4/5/16 Open House Univ Pittsburgh 50462-CEC $39.00 4/6/162016-098 4/6/16 Linda McLinden 4/7/15 Annual Meeting - DEPOSIT 54031-Arrangements $20,000.00 4/8/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: Corporate sponsorship 43220-corporate sponsor $1,100.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: Job Bank 43261-Job Bank $1,850.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 e-commmerce PHIMA Annual Meeting Registration 44010-Annual Meeting Attendee $2,120.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16ecommerce: Annual mtg exhibitor 44011-Annual Meeting Exhibitor $6,100.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: On-Demand Education: HIE in PA 44050-Workshop $100.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: Revenue share x 3 44050-Workshop $60.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: On Demand Edu - ICD-10 Transition 44060-ICD10 Education $50.00 4/22/162016-099 4/7/16 Linda McLinden 4/21/16 Feb16 ecommerce: KC fees 50676-website KC Fees $814.22 4/22/162016-100 4/7/16 Linda McLinden 4/21/16 ED AHIMA Hill Day Exp. ED Lodging,Mileage,Travel; Meals 50362-AHIMA/PHIMA Hill Days $605.62 4/22/162016-100 4/7/16 Linda McLinden 4/21/16 ED Internet-Oct-Nov-Dec-Jan 50675-Exec Director -Other Exp $117.36 4/22/162016-100 4/7/16 Linda McLinden 4/21/16 ED Phone- Oct-Nov-Dec-Jan-Feb-March-April 50675-Exec Director -Other Exp $940.48 4/22/162016-100 4/7/16 Linda McLinden 4/21/16 Cloud Storage Back-up subscript renewal 50360-Admin $99.99 4/22/162016-101 4/8/16 Alexandra Richards 4/21/16 AHIMA Hill Day Exp. Legislative Chair- (Travel; Lodging; Food) 50362-AHIMA/PHIMA Hill Days $811.81 4/22/162016-102 4/102016 Cathy Flite 4/21/16 AHIMA Hill Day Exp. Lodging - Travel-Johnson-President 50362-AHIMA/PHIMA Hill Days $855.52 4/22/162016-103 4/14/16 Nathan McWilliams 4/21/16 AHIMA Hill Day Exp. Lodging - Travel-Meals McWilliams-President-Elect 50362-AHIMA/PHIMA Hill Days $660.12 4/22/162016-104 4/29/16 Linda McLinden 5/3/16 Scholarship Award - Cecilia Bronner 50351-1st yr Director $1,000.00 5/4/162016-105 4/30/16 Linda McLinden 5/3/16 PHIMA annual mtg - Speaker Hon x9 Coding RT 50425-Coding Roundtable $450.00 5/4/162016-106 4/30/16 Linda McLinden 5/3/16 Speaker honorarium x 24 50450-Program/Education $1,200.00 5/4/162016-107 4/20/16 Maria Barbetta 5/3/16 AHIMA Hill Day Exp. Delegate-Barbetta (Travel;Lodging;Food) 50362-AHIMA/PHIMA Hill Days $930.00 5/4/162016-108 4/25/16 Linda McLinden 5/3/16 AHIMA Rebate 43210-AHIMA dues $8,937.20 5/4/162016-108 4/25/16 Linda McLinden 5/3/16 Monthly Webex 50360-Admin $45.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 ecommerce: Job Bank 43261-Job Bank $1,350.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 e-commmerce PHIMA Annual Meeting Registration 44010-Annual Meeting Attendee $8,842.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 e-commmerce PHIMA Annual Meeting Registration-REFUND 44010-Annual Meeting Attendee -$175.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16ecommerce: Annual mtg exhibitor 44011-Annual Meeting Exhibitor $9,360.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16ecommerce: Annual mtg exhibitor-REFUND 44011-Annual Meeting Exhibitor -$650.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 ecommerce: Revenue share x 1 44050-Workshop $20.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 ecommerce: A&P Audio Conf 44060-ICD10 Education $200.00 5/4/162016-109 4/27/16 Linda McLinden 5/3/16 Mar16 ecommerce: KC fees 50676-website KC Fees $1,500.32 5/4/16

To: PHIMABoardofDirectors

CathyFlite,M.Ed.,RHIA,FAHIMAPresident

FROM: LauraJ.Rizzo,MHA,RHIA,FAHIMA FirstYearDirectorRE: PHIMA4thQuarter/AnnualReport2015-2016Date: May18,2016____________________________________________________________________________________ThefollowingitemshavebeenaccomplishedsincetheMarch20156PHIMABoardMeeting:

1. ParticipatedinconferencecallsregardingPHIMAbudgetfor2016-17.2. Reviewedandscoredapplicationsforstudentscholarship.3. Participatedinconferencecalltoreviewstudentscholarshipapplicationsandselectrecipient.4. Contactedallscholarshipapplicants.5. WrotebioforstudentscholarshipwinnerforPHIMAAnnualMeetingProgram.6. AttendedAHIMANominatingCommitteemeetinginChicagoMay9-11.

AnnualSummaryHighlights:

1. ReviewedcorrespondenceforwardedfromMariaBarbetta,SecondYearDirector2. ReviewedFirstYearDirectorjobdescriptionandcontactedCathyFliteandLindaMcLindenforclarification.Job

descriptionwillberevisedforBoardapproval.3. Reviewedfinalapproved2015-16budget.4. Reviewed,providedcomments,andvotedontheupdatedReimbursementPolicy.5. AcceptedappointmentadChair,AHIMANominatingCommitteefor2015-16.ParticipatedinCommittee

meetingsandCandidatediscussionsontheEngageCommunity6. AttendedAHIMAConventioninNewOrleans,LA,September27-October1.7. ContactedinterestedstudentandsecuredcommitmentsfromWendyMummertandLaurenBenishtoserveas

liaisonsfor2015-16.Note:WendyMummertoptedtodeclinetherole.8. DiscussedthestudentflyerprojectwithLaurenBenish.Reviewed,providedfeedbackandsubmittedittoLinda

McLindenandCathyFliteonLauren’sbehalf.9. Wrote“GettingtoKnowLaurenBenish”articleforPHIMAe-Alert10. AttherequestofDanChristopherandJillClark,sentane-mailtoLaurenBenishtorequeststudentassistanceat

theannualmeeting.AlsocontactedLisaHershey,DirectorHITandMedicalCodingandBillingProgramsatYTI.11. ParticipatedinreviewandapprovalofExecutiveDirectorPerformanceReviewfor2014-15.12. Revisedthescoringsheetforselectionofstudentscholarshiprecipients.13. Updatedstudentscholarshipapplicationinformationforwebsiteande-AlertandcontactedHIM/HITProgram

Directors.

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: MariaBarbetta,RHIA 1stYearDelegateRE: PHIMA1stYearDelegate 4thQuarter2015/2016ReportDate: May9,2016____________________________________________________________________________________ThefollowingitemshavebeenaccomplishedsincetheMarch18,2016PHIMABoardMeetingandduringthe2016PHIMAyear:

4thQUARTER2015-2016:

• ParticipatedinallAHIMAmeetingsandwebinars,asappropriate.• ReviewedandcommentedonAHIMAPracticeBriefonManagingthePOAReportingProcess.• ReviewedandcommentedonanewAHIMAPracticeBriefonICD-10-PCSQueries.• AttendedandparticipatedintheAHIMAAdvocacyLeadershipSymposiuminWashingtonDC,April4,2016• AttendedandparticipatedintheAHIMAHillDayonApril5,2016.Metwiththefollowingoffices:Rep.Michael

Fitzpatrick,Rep.BrendonBoyle,Rep.ChakaFatah,Rep.CharlieDent,SenatorPatToomeyandSenatorBobCasey.

• Sentfollow-upthankyoulettertoRep.MichaelFitzpatrick’sofficeonbehalfofPHIMA.• PlantoparticipateontheHouseofDelegatesHouseLeadershipwebinarMay11,2016.• PlantoparticipateintheMayBoard/TransitionmeetingonMay23rdinLancaster,PA.• PlantoattendthePHIMAAnnualMeeting,May2016,inLancaster,PA.

2015-16YEARSUMMARY:Duetotheresignationofthe1styearDelegate,DeniseDunyakandtheinabilityofthealternate,KathyArner,tofulfiltheobligationsoftheposition,atthistime,IwasaskedinJanuary2016byPHIMAtoassumethedutiesof1styearDelegatefortheremainderof2016.TheseresponsibilitieswillcontinueonasSecondYearDelegatefor2016-17.Iwashonoredandagreedtoaccepttheroleof1stYearDelegate.Itisunderstoodthatthisisinadditiontothedutiesofmycurrentelectedpositionof2ndyearDirectorwhichendsinJuneof2016.• ReadandsubmittedcommentsonthePatientPortalToolKitaswellasallotherdocumentreviewsrequestedby

AHIMA.• ParticipatedintheAHIMAHouseLeadershipcalls.• Participatedinthe“HillDay1:1WhattoExpectonyourvisit”webinar.• ParticipatedinthePHIMAMarch18thBoardMeeting/call.

ThankyouforthehonortorepresentPHIMAintheroleof1styearDelegatetoAHIMA.

AtthistimeIdonotneedanyitemsapprovedordiscussedbythePHIMABoardofDirectors.

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: MariaBarbetta,RHIA 2ndYearDirectorRE: PHIMA2ndYearDirector,4THQuarter2015/2016ReportDate: May9,2016____________________________________________________________________________________

ThefollowingitemshavebeenaccomplishedsincetheMarch18,2016PHIMABoardMeetingandduringthe2015-16PHIMAyear:4thQUARTER2015-16:• ParticipatedintheMarch18,2016PHIMABoardMeeting.• ReviewedthenominationsfortheDistinguishedMemberAward.Ledboardcalltoreviewnominationsfor

DistinguishedMemberAwardandchoosethewinner.• Sentcongratulationslettertothe2016DistinguishedMemberAwardwinneraswellasalettertothewinner’s

employer.• WroteBiographyforDistinguishedmemberforinclusioninthe2016AnnualConferenceprogrambook.• ReviewedandrevisedtheDistinguishedMemberAwardPolicy.• ReviewedthenominationsfortheStudentScholarshipAwardandparticipatedinthedecisionofthewinner.• Reviewedtheproposed2016/2017budget.• WillattendthePHIMAannualconferenceMay23-25,2016.• Willpresideover2sessionsatthePHIMAannualmeeting.

2015-2016YEARSUMMARY:

• Transitioned1styeardirectormaterialstoLauraRizzo.• Attendedandparticipatedinall2015-2016PHIMABoardMeetings.• Reviewed,providedcommentsandparticipatedindiscussionsconcerningthe2015-16and2016-17PHIMA

Budgets,reimbursementpolicyandtheCSAPositionStatementontheproposedAHIMAMembershipModel.• Reviewed/revisedallmaterialspertainingtothePHIMADistinguishedMemberAward.• Setdeadlinedateforsubmissionofnominationsandnotifiedlocalpresidentsofthedetails.• Submittedavoteforallitemsbroughtforwardforapproval.• Reviewedallsubmittedboard,regionalandcommitteereportspriortoboardmeetings.

ThankyouforthehonortoservethePHIMAmembershipintheroleofSecondYearDirector.

Atthistime,IdonotneedanyitemsapprovedordiscussedbythePHIMABoardofDirectors.

To: PHIMAExecutiveBoard CathyFlite,M.Ed.,RHIA,FAHIMAFROM: KarenCollinsGibson,MSA,RHIA,FAHIMA 2ndYearDelegateRE: 4thQuarter2015-2016ReportDate: May11,2016 ____________________________________________________________________________________Thefollowingitemshavebeenaccomplishedduringmytermofoffice:

• AttendedAHIMA’sLeadershipSymposiuminChicago(July),HouseofDelegatesandNationalConventioninNew

Orleans(September)andLeadershipSymposiumandHillDay(April)

• MetwithstafffromthefollowinglegislativeofficesduringHillDay2016:RepresentativeRyanCostello,RepresentativePatrickMeehan,SenatorPatToomeyandSenatorBobCasey

• ParticipatedinthreePHIMAboardmeetings

• ReadandrespondedtothefollowingDRAFTPracticeBriefsandToolkitssponsoredbyAHIMA:“HIMBestPracticesforEngagingConsumersintheirOverallHealthcare”,“ProviderCodingToolkit”,“ICD-10GEMSIntoPracticeToolkit”,“InformationGovernance-OffersAStrategicApproachforHealthcare”,“HIMBestPracticesatTransitionsofCare”,“ConsumerEngagementToolkit”,“AHIMAPracticeBrief:Cybersecurity”,“PatientPortalToolkit”

• ParticipatedinmultipleAHIMAHouseLeadershipInitiativeCommitteemeetingsandAHIMAEnvisioningCollaborativeCommitteemeetings

• ParticipateinanAHIMAcalldiscussingDelegateengagement

• Completedmid-yearDelegatesurvey

• Submittedane-AlertconcerningAHIMA’sadvocacyinitiativefor“MyHealthID”

• AttendedtheAprilAHIMALeadershipSymposiumandHillDay2016

• PlanningtoattendfortheAnnualPHIMAmeetinginLancasteralongwiththetransitionalboardmeeting

ThankyoufortheopportunitytoservePHIMAfortwoyearsinthecapacityofDelegate.

To: PHIMAExecutiveBoard CathyFlite,M.Ed.,RHIA,FAHIMA President,PHIMAFROM: AlexandraRichards,MJ,RHIA Advocacy/LegislativeCommitteeChair,PHIMARE: Advocacy/LegislativeCommitteeChair,4thQuarter2015/2016ReportDate: May17,2016ThefollowingitemshavebeenaccomplishedsincetheMarch18,2016PHIMABoardMeeting:

• AttendedAHIMAHillDayandcoveredthebelow:ThetwopressingtopicsAHIMAbroughtforwardwereTelehealthandPatientMatching.AHIMA’sRequesttocongressforTelehealthwereforanyexpansionoftelehealthservicesorcoverageatthefederallevelshouldensurethattelehealthrecordrequirementsareconsistentwithotherhealthrecorddocumentationrequirementstoensurethattherecordisconsistent,accurate,timely,anddoesnotcontainduplicativedocumentation.Additionally,itisrequestedthatmembersofcongressincludeHIMprofessionalsinfuturediscussionsontheexpansionoftelehealthservicesatthefederallevel.AHIMA’sRequesttocongressforPatientMatchingwastoomitthe1999HIPAAOmnibusAppropriationsActlanguageintheFY17AppropriationslegislationtoallowHHStoworkwithindustrytoadvanceamulti-facetedinitiativetoimprovepatientmatching.AHIMAstaffcoordinatedvisitswiththefollowingPennsylvaniaStateoffices:

• SenatorPatToomey,Pennsylvania• SenatorBobCasey,Pennsylvania• RepresentativePatrickMeehan,PA-7th(Delaware,Chester,Montgomery,Berks,LancasterCounties)• RepresentativeBrendanBoylePA-13th(MontgomeryCountyandNEPhiladelphia)

• RepresentativeCharlieDent,PA-15th(Lehigh,Northampton,Berks,Dauphin,LebanonCounties)• RepresentativeChakaFattah,PA-2nd(PhiladelphiaCounty)• RepresentativeRyanCostello,PA-6th(Chester,Berks,Lebanon,MontgomeryCounties)

• RepresentativeScottPerry,PA-4th(Adams,Cumberland,Dauphin,andYorkCounties)

• RepresentativeMikeFitzpatrick,PA-8th(BucksandMontgomeryCounties)

2015/2016Accomplishments:

• RegionalRepresentativeswerechosenfortheAdvocacy/LegislativeCommittee:SePHIMA-BethChernoffLVHIMA-MaryBethMcFaddenCPHIMA-LisaHersheyandMikeBrensingerWPHIMA-BeckyDeGroskyNEPHIMA-JaneRyan

• 11ElectedOfficialResponsesTrackedinreferencetoletter-writingcampaignsbroughtforwardbyAHIMAAtthistime,IneeditemapprovedordiscussedbythePHIMABoardofDirectors:N/AOverall,thishasbeenaquietyearinrespecttotheAdvocacyandLegislativespaceduetotheimplementationofICD-10,anditbeinganelectionyear.ThankyoufortheopportunitytoserveandIlookforwardtoservingagainnextyear.Respectfullysubmitted,AlexandraRichards,MJ,RHIAAdvocacy/LegislativeCommitteeChair

To: PHIMAExecutiveBoard Cathy Flite, RHIAPresident PHIMAFROM: KathyArnerLPN,RHIT,CCS,CPC,CPMA,MCS AHIMAApprovedICD-10trainer CodingRoundtableChairRE: PHIMAQuarterlyReportDate: May7,2016____________________________________________________________________________________ThisismyfinalreportasCodingRoundtableChairfor2015/2016.

• IhadthepleasureofworkingwithJillClark,LindaMcLindenandDanChristopherontheEducationCommitteeaswellasdoingCodingRoundtable.AllyearwehavebeenincontactwitheachotherregardingtheSpeakerswewererecommendingforLeadership,LTC,PHIMAAnnualmeetingaswellassomeWebinars.Iwasabletoask2speakersforLTC,onewasaskedtodoaLTCWebinarwhichJillfinalized,1personforLeadership,filledalloftheCodingslotsforthePHIMAmeetingaswellashavingJustineKuritzdoa6hourCDIPreviewsession.

• Also serve as the Coding Roundtable for NEPHIMA – organized a 3 day Code Camp in Pittston with Laurie Johnson doing most of the presenting for this session. The course was well received.

• Sept25and26,2015–attendedtheClinicalCodingmeetinginNewOrleans,greatconferenceandmetalotofnicepeople.

• Nov.12and13–attendingBoardmeetingandCDIPreview.• Dec.10,2015–teleconferencewithAHIMAofallCodingRoundtableChairs.• AttendedNovember12thBoardMeetinginHarrisburg.• November13–FallLeadership,recommendedRichScottasaspeaker.ArrangedCDIPprogramasanallday

sessiononthesameday.JustineKuritzspeaker.• WasaskedtobealternateDelegate,butafterthinkinglongandhardIdecidednottodoit,onlybecauseofa

kneereplacementIhadonJan.7th.IjustfeltIwouldnotbeanassetatthistimeandMarieBarbettahadgraciouslyacceptedtotakemyplaceperBoardProtocol.

• AttendedPHIMAmeetingviateleconferenceon3/19.• Jill,LindaandImetviaphoneon5/6todiscusswhatwasneededforPHIMA.Almosteveryspeakerhastheir

PowerPointpresentation,pictureandAVneedssubmitted.Jillfeltweareaspreparedaswecanbeatthispoint.

• CurrentlypreparingalistofICD-10procedurestobeusedforPHIMAE-Alert.• IwillbeattendingBoardmeetingandPHIMAannualmeetinginLancaster.• IwouldliketotakethisopportunitytothankeveryoneforbeingallowedtobeCodingRoundtableChairandto

helpwiththeEducationCommitteethisyear.Wehadabusyyear!

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: KimBlack,RHIA CommunityEducationCoordinatorRE: PHIMACommunityEducationCoordinatorFourthQuarter2015/2016ReportDate: May4,2016____________________________________________________________________________________ThefollowingitemshavebeenaccomplishedsincetheMarch18,2016BoardMeetingandduringthe2015-2016PHIMAyearbytheCommunityEducationCommittee:

• Scheduledandcoordinatedtwoteleconferencesfortheeducatorsinthefallandspringtodiscussissuesaffectingthem.

• Distributedminutestothemembersofthecommittee.• OrganizedandcoordinatedtheEducatorsBreakfastForumforthe2016AnnualMeetinginLancaster.• AttendedthePSCA(PA.SchoolCounselorsAssociation)ConferenceinHersheyinFebruary.• InpreparationforthePSCAConference,contactedalloftheapprovedschoolsandupdatedthemarketing

materialsfromalloftheschools.• Wroteane-alertonthePSCAConference.• AttendedthePHIMALeadershipConferenceinHersheyinNovember2015.• AttendedallPHIMABoardmeetings.• AttendedanOpenHouseattheUniversityofPittsburghtopromotePHIMAandtheprofession.• WorkedonprovidinginformationtotheeducatorsontheupdatedRHIA/RHITreimbursementpolicy.• BeganworkonthedevelopmentofawebinartobepostedonthePHIMAwebsite.Thiswebinaristobefreeof

chargeandwillprovideprospectivefromtheeducator’sviewpoint,thestudent’sviewpointandtheemployer’sviewpointonthebenefitsofPHIMAandourprofession.ItcanbeusedtopromoteourassociationandprovideinformationonwhatPHIMAhastooffer.ThankyoutotheBoardfortheopportunitytoserveastheCECChair.RespectfullySubmitted,KimBlack,RHIA

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: PeriLong,RHIA CredentialsChairRE: CredentialsCommitteeReport 4rdQuarter2015/2016/AnnualReportDate: May13,2016____________________________________________________________________________________

Thefollowingitemshave/willbebeenaccomplished:

• ReviewedPHIMAbudgetforCredentialsCommittee.• ConfirmedCommitteeMembershipandprovidedinformationforprogram.• Reviewedprogram,confirmedregistrationneedsforparticipantsandvendors.Scheduledwithcommitteeinput

coverageforregistrationareas.Communicatedourplantocommitteeviae-mailMay3,2016.• Providedfuturecommitteemembernamesandrecommendationstoincomingpresident.

Goal:Toprovideregistrationsupportfortheannualmeetinginthemosteffectivewaypossible.ProvidesupporttoPHIMAExecutiveDirectorduringAnnualMeetingevent.Follow-upplansinclude:

• Attendtransitionmeeting5/23/16• AttendingPHIMAAnnualMeetingMay22-25,2016• ReportofPHIMAelectionresultstobepresentedatannualbanquet.

Lookingforwardtoseeing(andgreeting)everyoneinLancaster!ThankyoufortheopportunitytoparticipateandservePHIMAanditsmembers.Thankyoutoeachmemberofthecommittee!Iappreciateyourtimeandresponsestomyemails;thisworksbecauseofwonderfulfolkslikeYOU!

To: PHIMAExecutiveBoard Cathy Flite, M.Ed.,RHIA,FAHIMAPresident PHIMAFROM: JillS.Clark,MBA,RHIA,CHDA,FAHIMA EducationCommittee,ChairpersonRE: PHIMAEducationChair,FourthQuarterReport2015/2016Date: May23,2016____________________________________________________________________________________Thecommitteemembersare:

• DanChristopher,MBA,RHIA• KathyArner,LPN,RHIT,CCS,CPC,MCS,CPMA

Thefollowingitemshavebeenaccomplished:

• 2015FallLeadershipconferencewasasuccesswith55attendees,andthemajorityofthesurveyresponsesreturnedwith“verysatisfied”relatedtospeakersandcontent.

• 2016PHIMAAnnualMeetingAgendafinalized,withover220registered,including35atthefirstdataanalysisworkshopasnotedbelow.

o Highlightsinclude:§ GilHoffer-Keynotespeaker–“Becominganeffectiveleader–TransitioningOrganizational

Leadership:BoomerstoMillenials”§ DataWorkshop,Mondayafternoon(2-5pm),“AnalyticsandtheHIMProfessional”§ OthertopicsincludeAHIMAupdate,CDI/Coding(includingnon-acutecare),IG,Technology,and

P&S.• Webinars:

o WehavehadoneaudioconferencescheduledforHIEo 4-partLTCseriesisindevelopmentwithMaryAnnLeonard

Atthistime,Idonotneeditemsapproved.ThankyoufortheopportunitytoservePHIMAthisyear!

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: DianeE.Ferry,M.S.,RHIAKarenTinney,RHIASu-LinnZywiol,M.S.,RHIA Co-ChairsPALegalManualRE: PALegalManualReportDate: 5/18/2016____________________________________________________________________________________ThefollowingitemshavebeenaccomplishedsincethePHIMABoardMeeting:

• Currentlythereare12membersonthecommittee• Therehavebeeneightchaptersthathavebeenrevisedandarebeingreviewedpriortosendingto

TimothyNortonforfinallegalreview• Therearesixmorechapterstoreviewofwhichtwohavebeencompletedtobereviewednextmonth• ThemanualwillincludereleaseofinformationandhowitrelatestotheEMR

Atthistime,IdonotneeditemsapprovedordiscussedbythePHIMABoardofDirectors.

To: PHIMAExecutiveBoard CathyFlite,M.Ed,RHIA,FAHIMA President,PHIMA FROM: MaryBethMcFadden,RHIA LVHIMAPresidentRE: LVHIMA2015-2016AnnualReportDate: May9,2016____________________________________________________________________________________

• No elections for 2015-16; no volunteers to run for offices. I will continue as

President/Treasurer/Program Chair. Ed Mink and Kim Macher will help me with Educational sessions as needed.

• The Board is moving forward with the 2016-17 year but again at a major crossroad for the survival of the association.

• Our income is not enough to cover the fees to KnowledgeConnex for the year. Our attendance has been very low. I did speak with Ed Roman of NEHIMA and will contact Andrea to see about dropping our contract with them for email/registration, etc and just go for posting on PHIMA as NE does. But if attendance does not improve, it may not be worth it for us, really me, to go through this work to set up meetings. With no contract, I will have to do all the emails, registration and the banking as well and I’m not sure how our members will feel about that process taking a step backwards.

• Over the past few years, the volunteer pool has decreased drastically in LVHIMA. I would like to strongly encourage anyone who can to step up and volunteer for the organization. I will gladly entertain Co- positions for any of our officers or the Program Committee (this sets up the meetings we have for our members during the year).

• Held 2 Educational sessions with a total of 10 credits; one in December 2015 and one planned for June 9, 2016. We co-sponsored one in March 2016 with CPHIMA, but only two of our members attended. (me and one other)

• All Treasurer reports were done an posted to the LVHIMA website Member Area each month.

• Tax return was completed and submitted to the IRS before the Nov. 2015 deadline.

• All President Newsletters were completed and emailed/posted to the Member Area of our

webpage.

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: EdRoman,RHIA President,NEPHIMARE: NEPHIMA,AnnualReport2015-2016Date: 5/17/2016____________________________________________________________________________________Thefollowingitemshavebeenaccomplished:

• SetMeetingDatesfor2015-2016.• EducationProgramandSpeakersforeachMeetingdetermined.TheEducationProgramsoffered4.5or5.0

CEU’s.• NewMeetingVenuedetermined:

o TheCaféanAmericanBistro,1120Highway315,PlainsTwp.,PA.• Bylawsreviewed.• TheRegionalLeadershipTeamworkedwithAndreaKoppelman,MS,RHIAofKnowledgeConnextoaddcontent

andtoolstothePHIMA/NePHIMAwebsite.Websiteupdatedbeforeandaftereachmeeting.ToolsandfeatureswillbeusedtofacilitateJune’sMeeting.

AsaRegion,tocompletethisyearwewillmeetonthefollowingdate:

• QuarterlyLuncheonMeetingandEducationSessions:o June8,2016,Location:TheCaféanAmericanBistro,1120Highway315,PlainsTwp.,PA

Atthistime,IdonotneeditemsapprovedordiscussedbythePHIMABoardofDirectors.

To: PHIMAExecutiveBoard CathyFlite,M.ED,RHIA,FAHIMA President,PHIMAFROM: DasantilaSherifi,MBA,RHIA PAeHEALTHAuthorityChairRE: PAeHealthAuthorityChairReport AnnualReport2015/2016Date: May17,2016____________________________________________________________________________________

During2015-2016,thePAeHealthAuthorityChairhasaccomplishedthefollowing:

• EstablishedaconnectionwiththePAeHealthPartnershipAuthoritymanageranddeputydirector.• AttendedthePAeHealthAuthoritymeetingswheninvitedandprovidedupdatestothePHIMAboard.• ArrangedcallmeetingswithDavidGreenberg,deputydirectortodiscusseducationandpresentation

opportunitiesforPHIMAmembers.• DavidGreenberg,deputydirectorandAlexandraGoss,executivedirectorofPAeHealthrecordedawebinarfor

PHIMAonJanuary4,2016,focusedonPAeHealthactivitiesandinitiatives.• DavidGreenbergwillalsopresentatthePHIMAAnnualMeetinginHersheyonWednesday,May25,2016.• StartedtheconversationaboutaneducationopportunityforPHIMA.SherrySheptak,CodingTeamLeadand

DeirdreJohnston,ProviderServicesSpecialistatCIGNAHealthSpringreachedouttomeinquiringaboutpossiblequarterlyeducationeventsforateamofabout70coderswhoworkfromhome.AmeetingwascoordinatedbetweenthetwoCIGNArepresentatives,LindaMcLindenandCathyFlite.Theywillfollowuponthedetailsanddecideonwhethertopursuethisopportunity.

Thankyoufortheopportunitytoserve.

To: PHIMAExecutiveBoard CathyFlite,M.Ed.,RHIA,FAHIMA President,PHIMAFROM: MargieStackhouse,RHIA,CPC Secretary,PHIMARE: PHIMASecretary,4thQuarter/AnnualReport2015/2016ReportDate: May5,2016Thefollowingitemshavebeenaccomplishedin2015/2016

• AttendedthePHIMAannualmeetingMay11-13,2015• AttendedtheMay11,2015BoardMeetingandcompletedthemeetingminutes• CompletedtheMay11,2015BusinessMeetingminutes• ParticipatedinthePHIMA/AHIMAAdvocacyletterwritingcampaignforICD-10• AttendedtheAugust14,2015BoardMeetingandcompletedthemeetingminutes• ParticipatedintheAHIMASocialMediaWebinarSeptember16,2015forTechnologyCommittee• AttendedtheNovember12,2015BoardMeetingandcompletedthemeetingminutes• AttendedtheFallLeadershipConferenceonNovember13,2015• ReviewedandapprovedExecutiveDirectorperformancereview• AttendedtheFebruary2,2016Boardconferencecallandcompletedtheminutes• AttendedtheMarch18,2016BoardMeetingandcompletedthemeetingminutes• ReviewedtheapplicationsfortheDistinguishedMemberawardandparticipatedinthedecisionofthewinner• MetwiththeboardmemberstoreviewtheStudentScholarshipapplicationsandawardtherecipientofthis

year’sscholarship• Reviewedtheproposed2016/2017PHIMAbudget• WillattendthePHIMAannualmeetingMay23-25,2016• ActasaPresiderfortwosessionsatthePHIMAannualmeetingMay23-25,2016• ParticipatedasamemberofthePHIMATechnologyCommittee

PleaseacceptthefollowinggoalsfortheSecretary:

• TransitiontheSecretaryroletotheupcomingPHIMASecretary• CompletethemeetingminutesfortheBusinessMeetingattheannualmeeting

ThankyoutotheBoardfortheopportunitytoserveasPHIMASecretary.

RespectfullySubmitted,

MargieStackhouse,RHIA,CPCSecretary,PHIMA

2015-2016 annual report - phima › annualmeeting › wp-content › ...13. participated and...

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