eight big themes, big networking advisory committee ... · healthcare environment plus, ... •...
TRANSCRIPT
LAS VEGAS JUNE 22-25
BIG Deal $100 off the full conference rate when you register by May 9. hfma.org/ani
To register visit hfma.org/ani
HFMA’S 2 0 14 ANI
ADVISORY COMMITTEE
Martin Arrick Managing Director Standard & Poor’s Corporation
Mary Mirabelli Vice President Financial Services Group HCA—The Healthcare Company
Mark Evard Assistant Vice President, Revenue Cycle St. Luke’s Episcopal Health System
Susan L. Novak, MBA Controller Sheridan Memorial Hospital
Three Westbrook Corporate Center, Suite 600 Westchester, Illinois 60154-5732 Phone: (800) 252-4362, extension 2
Non-Profit US Postage
PAID Permit No. 2862
Chicago, IL
Check out Sunday’s Career Sessions: - Managing Your Career in the Era of Uncertainly - Pursuing a Career: Inspired or Pressed and Stressed? - Who Will Fill the Role of Tomorrow’s Healthcare CFOs? - CFO Leadership Strategies for a Rapidly Changing
Healthcare Environment
Plus, new this year, the Exhibit Hall Career Center gives you quick tips and tools to advance your professional development.
Join us for the leading healthcare finance conference.
CAREER BOOST
BIG Deal $100 off the full conference
rate when you register by May 9.
hfma.org/ani
THIS IS BIG! Eight big themes, big networkingopportunities, big focus on careers,big payoff in educational content, tools & takeaways: ANI 2014 is your big chance to gear up for what lies ahead.
REGULATORY IMPACT OF REFORM/RULES
BUSINESS INTELLIGENCE & ANALYTICS
CLINICAL INTEGRATION/CULTURE
ORGANIZING FOR VALUE
REVENUE CYCLE
PAYMENT TRENDS
FINANCE & OPERATIONS
COST MANAGEMENT/MARGIN TRANSFORMATION
LAS VEGAS JUNE 22-25 hfma.org/ani
See page 7 for details.
LAS VEGAS JUNE 22-25
BIG Deal $100 off the full conference rate when you register by May 9. hfma.org/ani
To register visit hfma.org/ani
HFMA’S 2 0 14 ANI
ADVISORY COMMITTEE
Martin Arrick Managing Director Standard & Poor’s Corporation
Mary Mirabelli Vice President Financial Services Group HCA—The Healthcare Company
Mark Evard Assistant Vice President, Revenue Cycle St. Luke’s Episcopal Health System
Susan L. Novak, MBA Controller Sheridan Memorial Hospital
Three Westbrook Corporate Center, Suite 600 Westchester, Illinois 60154-5732 Phone: (800) 252-4362, extension 2
Non-Profit US Postage
PAID Permit No. 2862
Chicago, IL
Check out Sunday’s Career Sessions: - Managing Your Career in the Era of Uncertainly - Pursuing a Career: Inspired or Pressed and Stressed? - Who Will Fill the Role of Tomorrow’s Healthcare CFOs? - CFO Leadership Strategies for a Rapidly Changing
Healthcare Environment
Plus, new this year, the Exhibit Hall Career Center gives you quick tips and tools to advance your professional development.
Join us for the leading healthcare finance conference.
CAREER BOOST
BIG Deal $100 off the full conference
rate when you register by May 9.
hfma.org/ani
THIS IS BIG! Eight big themes, big networkingopportunities, big focus on careers,big payoff in educational content, tools & takeaways: ANI 2014 is your big chance to gear up for what lies ahead.
REGULATORY IMPACT OF REFORM/RULES
BUSINESS INTELLIGENCE & ANALYTICS
CLINICAL INTEGRATION/CULTURE
ORGANIZING FOR VALUE
REVENUE CYCLE
PAYMENT TRENDS
FINANCE & OPERATIONS
COST MANAGEMENT/MARGIN TRANSFORMATION
LAS VEGAS JUNE 22-25 hfma.org/ani
See page 7 for details.
LAS VEGAS JUNE 22-25
Your career—perhaps you’re planning for the future and want to know how to take the next steps in your career. Maybe you want to take a more proactive approach to creating new opportunities. You may simply have heard so much about career moves and planning that you just want to know more. The good news is that you don’t have to do it alone. HFMA is ready to assist!
HFMA’s Career Center
THE 2014 ANI MOBILE APP ALLOWS YOU TO:
• NEW FOR 2014! Create a set of log in credentials allowing you to sync your schedule, notes, and other information across devices
• Browse the ANI program and create your own itinerary
• View property, convention center, and exhibit hall maps
• Find exhibitors and sponsors, view their location in the exhibit hall, and access company contact information
• Network with other ANI attendees
• Get important messages during ANI to make sure you’re in the know
• View presentation, take notes on sessions and exhibitors, and send notes via email
• Stay on top of the most current ANI happenings by accessing the ANI Twitter feed; tweet about the show using #ANI2014
STOP BY HFMA’S NEW CAREER CENTER IN THE
EXHIBIT HALL TO FIND THE RESOURCES YOU
NEED TO MANAGE YOUR CAREER INCLUDING:
• Resume reviews
• Assistance building/reviewing your electronic presence on LinkedIn, social media sites, blogs, and more
• Professional headshots for use in career advancement activities
• Executive coaching
• “Laser” sessions: short presentations and discussions on career issues such as work-life balance, how to actively manage a career, developing your team, and more
ANI Mobile App
Download the Free ANI Mobile App launching on iPhone,
iPad, and Android devices. Search “HFMA ANI” in your app
store. Visit hfma.org/aniapp to learn more.SUNDAY JUNE 226 : 3 0 A M – 2 : 0 0 P M
RIO SECCO GOLF OUTING
8 : 0 0 A M – 1 2 : 0 0 P M
PRECONFERENCE WORKSHOPS• The Revenue Cycle’s Impact on Medicare Cost Report Settlement
(PCW1)
• Demystifying Business Intelligence (PCW2)
• Cost Accounting Strategies in an Era of Reform and Population Health (PCW3)
• Second Generation Physican Engagement Techniques (PCW4)
• The MetroHealth System’s Revenue Cycle Focus on the Patient (PCW5)
• Lessons Learned from Using Lean Processes for Performance Improvement (PCW6)
2 : 0 0 – 4 : 0 0 P M
CAREER SESSIONS (Included with full registration)• Managing Your Career in an Era of Uncertainty (CB1)
• Pursuing a Career: Inspired or Pressed and Stressed? (CB2)
• Who Will Fill the Role of Tomorrow’s Healthcare CFOs? (CB3)
• CFO Leadership Strategies for a Rapidly Changing Healthcare Environment (CB4)
4 : 3 0 4 : 3 0 – 6 : 0 0 P M
KEYNOTE SPEAKERDaniel Pink: Leadership and the New Principles of Influence
6 : 0 0 – 8 : 0 0 P M OPENING RECEPTION IN THE EXHIBIT HALL Sponsored by Conifer Health Solutions
6 :1 5 – 6 : 4 5 P M
FIRST TIMERS MEET AND GREET IN EXHIBIT HALL
8 : 0 0 – 1 1 : 0 0 P M POST-WELCOME RECEPTION Sponsored by Craneware
MONDAY JUNE 237: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Effectively Aligning Owned/Leased Real Estate Assets of Employed
Physicians (ER1)
• A Top-Down Approach to Controlling Medical Device Costs (ER2)
• Exposing Hidden Bottom-Line Improvement Opportunities in Clinical Documentation (ER3)
• How to Capture Data for the Medicare Wage Index (ER4)
• Determining Patient Eligibility in a Contract Pharmacy Setting (HFMA Peer Review® Session with Provider TBD & Walgreens) (ER5)
8 : 0 0 – 9 :1 5 A M
KEYNOTE SPEAKERAtul Gawande, MD: Leading the Change: Healthcare in Transition
9 : 4 5 – 1 1 : 0 0 A M
FEATURED SPEAKER SESSIONS• Andrew Croshaw, Partner, Leavitt Partners:
Healthcare Reform: Where We Are Now (FS1)
• Terry Rappuhn, CPA, HFMA Patient Friendly Billing® Project Leader & Mark Rukavina, President, Community Health Advisors, LLC: Patient Financial Communication in the Revenue Cycle (FS2)
• Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value (FS3)
• CFO Only Session with Atul Gawande, MD (CFO1) (This session is only available to CFOs in a provider setting.)
1 1 : 0 0 A M – 2 :1 5 P M
EXHIBIT HALL LUNCH
2 :1 5 – 3 : 3 0 P M BREAKOUT SESSIONS• Maintaining Revenue Cycle Performance
During Physician Practice Acquisition (A01)
• How Payers and Providers are Collaborating to Create New Revenue Channels (A02)
• Benchmarking Costs to Realize Meaningful Savings (A03)
• Healthcare Industry Tax Update 2014 (A04)
• Automating Revenue Integrity During the ICD-10 Transition and Beyond (A05)
• Legislative & Regulatory Update for Rural PPS Hospitals (A06)
• To Rebill or Not to Rebill Denied Claims (A07)
• Strategies for Revenue Cycle’s Future (A08)
• How Finance and Physician Leaders Can Work Together for Organizational Success (A09)
• Using Your Post-Acute Network to Reduce Readmission Penalties (A10)
• Moving Collections Upfront to Improve the Patient Experience and Optimize Revenue (A11)
• Creating Financially Sustainable Compensation Structures for Physician Practice Groups (A12)
• Blending Clinical and Financial Data to Drive the Value Equation (A13)
• Achieving Sustainable Population Health Management (A14)
3 : 3 0 – 5 : 3 0 P M
EXHIBIT HALL RECEPTION
5 : 3 0 – 8 : 0 0 P M CHAPTER PRESIDENTS DINNER (Invitation Only) Sponsored by Bank of America Merrill Lynch
7: 0 0 – 1 0 : 0 0 P M RELAY ROCKS THE HOUSE ALL SHOW PARTY Sponsored by RelayHealth
TUESDAY JUNE 247: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Using Organizational Dashboards and Technology to Improve Revenue
Cycle Performance (ER6)
• How a Centralized, Automated Transfer Center Can Generate Additional Revenue (HFMA Peer Review® Session with Methodist Healthcare System & TeleTracking Technologies) (ER7)
• The Latest Research on High Net Worth Philanthropy (ER8)
• Using Medical Technology Assessments to Drive Capital Replacement (ER9)
• Developing a Financial Framework to Implement Enterprise Risk Management (ER10)
8 : 0 0 – 9 :1 5 A M
FEATURED SPEAKER SESSIONS• John Glaser, PhD, Chief Executive Officer, Siemens Healthcare,
Health Services Business Unit: IT Ramifications of the Era of Accountability (FS4)
• Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the New Business Model to Improve Value (FS5)
• Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and the Health System Sector (FS6)
9 : 3 0 – 1 0 : 4 5 A M
BREAKOUT SESSIONS• Trends and Current Practices in Value-Based Contracting (B01)
• Accelerated Supply Cost Reduction in the Age of Healthcare Reform (B02)
• Late-Breaking / Principles & Practices Board Update (B03)
• Practical Steps from Denials Management to Denials Prevention (B04)
• Best Practices for Simultaneously Increasing Patient Collections and Satisfaction (B05)
• Determining the Organizational Structure for Health Plans Within Provider Systems (B06)
• Improving Clinical Documentation to Achieve Top Performance and More Accurate Reimbursement (HFMA Peer Review® Session with Emory Healthcare & 3M Health Information Systems) (B07)
• A Multispecialty Group Perspective on Physician-Hospital Alignment (B08)
• Legal Update (B09)
• Taking Control of Purchased Services Using Value Analysis (B10)
• Optimizing Your EHR for Clinical, Financial, and Operational Success (B11)
• Optimizing Revenue Cycle Operations at Academic Medical Centers (B12)
• How Affiliations Can Strengthen Organizations for the New Healthcare Era (B13)
• Centralizing the Revenue Cycle in an Era of Consolidation (B14)
1 0 : 4 5 A M – 2 : 0 0 P M
EXHIBIT HALL LUNCH
2 : 0 0 – 3 :1 5 P M
BREAKOUT SESSIONS• Transforming Cost Accounting to Improve Service Line Reporting (C01)
• Using Next-Generation Tools to Make Risk Contracts Work (C02)
• The Medicare 2014 Update (C03)
• Learning from Strategies Employed by High-Performing Critical Access Hospitals (C04)
• The CFO’s Role in Physician Alignment and Engagement (C05)
• Making Revenue Cycle Outsourcing an Organization-Wide Responsibility (HFMA Peer Review® Session with Madison Country Hospital & Parallon) (C06)
• Assessing Compliance Risks Associated with Third-Party Relationships (C07)
• An Update on Healthcare Reform and Its Impact on Industry Consolidation and Integration (C08)
• Choosing the Right Accountable Care Structure (C09)
• Transforming Your Supply Chain to Meet the Demands of Healthcare Reform (C10)
• How Benchmarks and Productivity Improvements Brought a Community Hospital from the Red to the Black (C11)
• Practical Strategies to Accelerate Revenue Integrity (C12)
• Using Observation & Inpatient Metrics to Optimize Net Reimbursement (C13)
• Improving the Bottom Line by Managing Patient Flow (C14)
LAS VEGAS JUNE 22-25
SCHEDULE AT A GLANCE
Great Networking Opportunities and
Stop by the Career Center!
NEW FOR
2014!
NEW FOR
2014!
CAREER BOOST
LAS VEGAS JUNE 22-25
Your career—perhaps you’re planning for the future and want to know how to take the next steps in your career. Maybe you want to take a more proactive approach to creating new opportunities. You may simply have heard so much about career moves and planning that you just want to know more. The good news is that you don’t have to do it alone. HFMA is ready to assist!
HFMA’s Career Center
THE 2014 ANI MOBILE APP ALLOWS YOU TO:
• NEW FOR 2014! Create a set of log in credentials allowing you to sync your schedule, notes, and other information across devices
• Browse the ANI program and create your own itinerary
• View property, convention center, and exhibit hall maps
• Find exhibitors and sponsors, view their location in the exhibit hall, and access company contact information
• Network with other ANI attendees
• Get important messages during ANI to make sure you’re in the know
• View presentation, take notes on sessions and exhibitors, and send notes via email
• Stay on top of the most current ANI happenings by accessing the ANI Twitter feed; tweet about the show using #ANI2014
STOP BY HFMA’S NEW CAREER CENTER IN THE
EXHIBIT HALL TO FIND THE RESOURCES YOU
NEED TO MANAGE YOUR CAREER INCLUDING:
• Resume reviews
• Assistance building/reviewing your electronic presence on LinkedIn, social media sites, blogs, and more
• Professional headshots for use in career advancement activities
• Executive coaching
• “Laser” sessions: short presentations and discussions on career issues such as work-life balance, how to actively manage a career, developing your team, and more
ANI Mobile App
Download the Free ANI Mobile App launching on iPhone,
iPad, and Android devices. Search “HFMA ANI” in your app
store. Visit hfma.org/aniapp to learn more.SUNDAY JUNE 226 : 3 0 A M – 2 : 0 0 P M
RIO SECCO GOLF OUTING
8 : 0 0 A M – 1 2 : 0 0 P M
PRECONFERENCE WORKSHOPS• The Revenue Cycle’s Impact on Medicare Cost Report Settlement
(PCW1)
• Demystifying Business Intelligence (PCW2)
• Cost Accounting Strategies in an Era of Reform and Population Health (PCW3)
• Second Generation Physican Engagement Techniques (PCW4)
• The MetroHealth System’s Revenue Cycle Focus on the Patient (PCW5)
• Lessons Learned from Using Lean Processes for Performance Improvement (PCW6)
2 : 0 0 – 4 : 0 0 P M
CAREER SESSIONS (Included with full registration)• Managing Your Career in an Era of Uncertainty (CB1)
• Pursuing a Career: Inspired or Pressed and Stressed? (CB2)
• Who Will Fill the Role of Tomorrow’s Healthcare CFOs? (CB3)
• CFO Leadership Strategies for a Rapidly Changing Healthcare Environment (CB4)
4 : 3 0 4 : 3 0 – 6 : 0 0 P M
KEYNOTE SPEAKERDaniel Pink: Leadership and the New Principles of Influence
6 : 0 0 – 8 : 0 0 P M OPENING RECEPTION IN THE EXHIBIT HALL Sponsored by Conifer Health Solutions
6 :1 5 – 6 : 4 5 P M
FIRST TIMERS MEET AND GREET IN EXHIBIT HALL
8 : 0 0 – 1 1 : 0 0 P M POST-WELCOME RECEPTION Sponsored by Craneware
MONDAY JUNE 237: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Effectively Aligning Owned/Leased Real Estate Assets of Employed
Physicians (ER1)
• A Top-Down Approach to Controlling Medical Device Costs (ER2)
• Exposing Hidden Bottom-Line Improvement Opportunities in Clinical Documentation (ER3)
• How to Capture Data for the Medicare Wage Index (ER4)
• Determining Patient Eligibility in a Contract Pharmacy Setting (HFMA Peer Review® Session with Provider TBD & Walgreens) (ER5)
8 : 0 0 – 9 :1 5 A M
KEYNOTE SPEAKERAtul Gawande, MD: Leading the Change: Healthcare in Transition
9 : 4 5 – 1 1 : 0 0 A M
FEATURED SPEAKER SESSIONS• Andrew Croshaw, Partner, Leavitt Partners:
Healthcare Reform: Where We Are Now (FS1)
• Terry Rappuhn, CPA, HFMA Patient Friendly Billing® Project Leader & Mark Rukavina, President, Community Health Advisors, LLC: Patient Financial Communication in the Revenue Cycle (FS2)
• Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value (FS3)
• CFO Only Session with Atul Gawande, MD (CFO1) (This session is only available to CFOs in a provider setting.)
1 1 : 0 0 A M – 2 :1 5 P M
EXHIBIT HALL LUNCH
2 :1 5 – 3 : 3 0 P M BREAKOUT SESSIONS• Maintaining Revenue Cycle Performance
During Physician Practice Acquisition (A01)
• How Payers and Providers are Collaborating to Create New Revenue Channels (A02)
• Benchmarking Costs to Realize Meaningful Savings (A03)
• Healthcare Industry Tax Update 2014 (A04)
• Automating Revenue Integrity During the ICD-10 Transition and Beyond (A05)
• Legislative & Regulatory Update for Rural PPS Hospitals (A06)
• To Rebill or Not to Rebill Denied Claims (A07)
• Strategies for Revenue Cycle’s Future (A08)
• How Finance and Physician Leaders Can Work Together for Organizational Success (A09)
• Using Your Post-Acute Network to Reduce Readmission Penalties (A10)
• Moving Collections Upfront to Improve the Patient Experience and Optimize Revenue (A11)
• Creating Financially Sustainable Compensation Structures for Physician Practice Groups (A12)
• Blending Clinical and Financial Data to Drive the Value Equation (A13)
• Achieving Sustainable Population Health Management (A14)
3 : 3 0 – 5 : 3 0 P M
EXHIBIT HALL RECEPTION
5 : 3 0 – 8 : 0 0 P M CHAPTER PRESIDENTS DINNER (Invitation Only) Sponsored by Bank of America Merrill Lynch
7: 0 0 – 1 0 : 0 0 P M RELAY ROCKS THE HOUSE ALL SHOW PARTY Sponsored by RelayHealth
TUESDAY JUNE 247: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Using Organizational Dashboards and Technology to Improve Revenue
Cycle Performance (ER6)
• How a Centralized, Automated Transfer Center Can Generate Additional Revenue (HFMA Peer Review® Session with Methodist Healthcare System & TeleTracking Technologies) (ER7)
• The Latest Research on High Net Worth Philanthropy (ER8)
• Using Medical Technology Assessments to Drive Capital Replacement (ER9)
• Developing a Financial Framework to Implement Enterprise Risk Management (ER10)
8 : 0 0 – 9 :1 5 A M
FEATURED SPEAKER SESSIONS• John Glaser, PhD, Chief Executive Officer, Siemens Healthcare,
Health Services Business Unit: IT Ramifications of the Era of Accountability (FS4)
• Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the New Business Model to Improve Value (FS5)
• Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and the Health System Sector (FS6)
9 : 3 0 – 1 0 : 4 5 A M
BREAKOUT SESSIONS• Trends and Current Practices in Value-Based Contracting (B01)
• Accelerated Supply Cost Reduction in the Age of Healthcare Reform (B02)
• Late-Breaking / Principles & Practices Board Update (B03)
• Practical Steps from Denials Management to Denials Prevention (B04)
• Best Practices for Simultaneously Increasing Patient Collections and Satisfaction (B05)
• Determining the Organizational Structure for Health Plans Within Provider Systems (B06)
• Improving Clinical Documentation to Achieve Top Performance and More Accurate Reimbursement (HFMA Peer Review® Session with Emory Healthcare & 3M Health Information Systems) (B07)
• A Multispecialty Group Perspective on Physician-Hospital Alignment (B08)
• Legal Update (B09)
• Taking Control of Purchased Services Using Value Analysis (B10)
• Optimizing Your EHR for Clinical, Financial, and Operational Success (B11)
• Optimizing Revenue Cycle Operations at Academic Medical Centers (B12)
• How Affiliations Can Strengthen Organizations for the New Healthcare Era (B13)
• Centralizing the Revenue Cycle in an Era of Consolidation (B14)
1 0 : 4 5 A M – 2 : 0 0 P M
EXHIBIT HALL LUNCH
2 : 0 0 – 3 :1 5 P M
BREAKOUT SESSIONS• Transforming Cost Accounting to Improve Service Line Reporting (C01)
• Using Next-Generation Tools to Make Risk Contracts Work (C02)
• The Medicare 2014 Update (C03)
• Learning from Strategies Employed by High-Performing Critical Access Hospitals (C04)
• The CFO’s Role in Physician Alignment and Engagement (C05)
• Making Revenue Cycle Outsourcing an Organization-Wide Responsibility (HFMA Peer Review® Session with Madison Country Hospital & Parallon) (C06)
• Assessing Compliance Risks Associated with Third-Party Relationships (C07)
• An Update on Healthcare Reform and Its Impact on Industry Consolidation and Integration (C08)
• Choosing the Right Accountable Care Structure (C09)
• Transforming Your Supply Chain to Meet the Demands of Healthcare Reform (C10)
• How Benchmarks and Productivity Improvements Brought a Community Hospital from the Red to the Black (C11)
• Practical Strategies to Accelerate Revenue Integrity (C12)
• Using Observation & Inpatient Metrics to Optimize Net Reimbursement (C13)
• Improving the Bottom Line by Managing Patient Flow (C14)
LAS VEGAS JUNE 22-25
SCHEDULE AT A GLANCE
Great Networking Opportunities and
Stop by the Career Center!
NEW FOR
2014!
NEW FOR
2014!
CAREER BOOST
BIG Deal Register between March 1
and May 9 and take $100 off the full conference rate.
1 1 : 0 0 A M – 1 2 : 4 5 P M
INNOVATION LABS• Developing Strong Financial Projections and Pro Formas (IL1)
• The Financial Benefits of an Effective IT-Informatics Relationship (IL2)
• Finance’s Role in Building a Culture of Innovation (IL3)
• The Financial Blueprint for Accountable Care (IL4)
• How Thinking Frameworks Can Lead to Successful Change Management (IL5)
• Managing Revenue Cycle Change with Aligned Physicians (IL6)
• Creating a Successful Provider/Payer Partnership (IL7)
EXHIBIT HALL
REGISTRATION INFORMATIONPRICING MEMBER NONMEMBER
Full conference $1,110 $1,330 Register between March 1 and May 9
and take $100 off the full conference rate.
One Preconference Workshop $395 $475
One Preconference Workshop and Career Best Practice Session $695 $795
One Sunday Preconference Workshop, Career Best Practice Session, and Single Day Monday $1,390 $1,590
Single-Day Conference $695 $795
Sunday Career Best Practice Session and Single Day Monday $945 $1,045
REGISTRATION AND HOTELANI registration and hotel reservations can be completed online at hfma.org/ani. Alternatively, you can download a printable registration form or call (866) 229-2386. HFMA has negotiated rates at the conference hotels from $199/night plus resort fee. Complete details can be found online.
3 : 3 0 – 4 : 4 5 P M
BREAKOUT SESSIONS• How to Mitigate Risk in Payer Contracting (D01)
• An Inside Look at an Integrated Clinical Documentation Improvement Program (D02)
• Maintaining 340B Program Compliance (D03)
• Charge Capture Standardization Best Practices (HFMA Peer Review® Session with Centura Health & Craneware) (D04)
• Achieving Rapid Cost Reduction and Revenue Improvement by Engaging Clinicians and Administrators (D05)
• How a Physician-Hospital Network Reduced Risk by Engaging High-Risk Patients (D06)
• Navigating Insurance Marketplaces and Other Facets of Eligibility Under the ACA (D07)
• Creating a High-Performance Decision Support Operation (D08)
• Generating Community and Bottom-Line Value Through Bundled Payments (D09)
• Accounting & Auditing Update (D10)
• Late-Breaking Session (D11)
6 : 0 0 P M THE BIG CELEBRATION
WEDNESDAY JUNE 257: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Using Your Employee Benefit Plan to Improve Health and Reduce
Hospital Costs (ER11)
• Advancing Clinical Documentation Quality and Accuracy While Preparing for ICD-10 (HFMA Peer Review® Session with Sarasota Memorial & Precyse) (ER12)
• How to Reduce Investment Risk While Improving Investment Returns (ER13)
• A Physician’s Perspective on Billing and Reimbursement (ER14)
• Navigating the Career Transition from Acute to Ambulatory Care (ER15)
8 : 0 0 – 9 :1 5 A M
KEYNOTE SPEAKERLiz Wiseman: Genius or Genius Maker? Engaging Talent Effectiveness
9 : 3 0 – 1 0 : 4 5 A M
FEATURED SPEAKER SESSIONS• Gurpreet Dhaliwal, MD, Associate Clinical Professor,
University of California, San Francisco, Department of Medicine, VA Medical Center: Engaging Physicians to Deliver High Value Care (FS7)
• François deBrantes, Executive Director, Health Care Incentives Improvement Institute: Emerging Payment Methods in Response to Purchaser Needs (FS8)
SUNDAY, JUNE 22 6 : 0 0 – 8 : 0 0 P M Opening Reception in the Exhibit Hall
MONDAY, JUNE 23 1 1 : 0 0 A M – 2 :1 5 P M Exhibit Hall Lunch 3 : 3 0 – 5 : 3 0 P M Exhibit Hall Reception
TUESDAY, JUNE 24 1 0 : 4 5 A M – 2 : 0 0 P M Exhibit Hall Lunch
* HFMA Peer Review® Program Sessions are CPE-eligible sessions featuring an application of an HFMA Peer Reviewed product or service. Vendors and providers will co-present. For more information on HFMA’s Peer Review, visit hfma.org/peerreview.
NEW FOR
2014!
2 HFMA NATIONAL INSTITUTE
SUNDAY6 : 0 0 – 8 : 0 0 P M
OPENING RECEPTION IN THE EXHIBIT HALL AND FIRST TIMERS MEET AND GREET Once again, the conference will kick off right
on the Exhibit Hall floor, immediately following
the Sunday keynote address. You will be treated
to great food and beverage, entertainment, fun
prize drawings and special exhibitor promotions.
And, ANI First Timers will have a chance to
network during a special meet and greet in the
HFMA booth.
Sponsored by:
8 : 0 0 – 1 1 : 0 0 P M
POST-WELCOME RECEPTION Join your peers as you continue on with the
opening night fun at the Post-Welcome Reception.
You’ll enjoy free admission as well as cocktails
and hors d’oeuvres at TAO, one of Las Vegas’
premiere venues, located in the Venetian. This is
your opportunity to socialize, dance and continue
networking with conference attendees. You
must have a 2014 attendee badge to attend. No one
under 21 will be admitted.
Sponsored by:
MONDAY7: 0 0 – 1 0 : 0 0 P M
RELAY ROCKS THE HOUSE ALL SHOW PARTYSpend the evening with your friends and
colleagues at this exciting event taking place at
The Rockhouse at the Venetian. We’ll have food
and beverage, a DJ and dancing, as well as games
including a mechanical bull for the brave. You must
have a 2014 attendee badge to attend. No one
under 21 will be admitted.
Sponsored by:
NEW FOR 2014! INTERACTIVE INNOVATION
LABS
NEW FOR 2014! EXHIBIT HALL
CAREER CENTER
CERTIFICATION LOUNGE
TUESDAY6 : 0 0 P M
THE BIG CELEBRATION Put on your party clothes and join your
colleagues as we celebrate the HFMA Legacy
of Leadership. Hosted by HFMA’s Chair, you
will enjoy an evening filled with amazing food,
cocktails, and entertainment at a party designed
to celebrate the past, present, and future. Open
to all ANI 2014 educational attendees.
OTHER NETWORKING OPPORTUNITIES INCLUDE:
FORUM NETWORKING
LOUNGE
NEW FOR 2014! SUNDAY’S
CAREER SESSIONS
EARLY RISER SESSIONS
HFMA.ORG/ANI 3
CPE INFORMATION
Total CPE hours for Career Sessions, Early Riser Sessions, Featured Speaker Sessions, Breakout Sessions, Innovation Labs, and Keynote Sessions: 22
See individual descriptions of Preconference Workshops for CPE hours.
Prerequisites are listed for individual sessions; prework required is “none” unless indicated for the session.
The CPE Field of Study for sessions is Specialized Knowledge and Applications, unless otherwise indicated in each specific description.
Instructional Method: Group Live
REGISTRATION HOURS
6 : 3 0 A M – 8 : 0 0 P M
Sunday, June 22
6 : 0 0 A M – 5 : 3 0 P M
Monday, June 23
6 : 0 0 A M – 5 : 3 0 P M
Tuesday, June 24
6 : 3 0 A M – 1 2 : 0 0 P M
Wednesday, June 25
CERTIFICATION AND FORUM LOUNGE HOURS
2 : 0 0 – 6 : 0 0 P M
Sunday, June 22
7: 0 0 A M – 4 : 3 0 P M
Monday, June 23
7: 0 0 A M – 4 : 3 0 P M
Tuesday, June 24
7: 0 0 – 1 1 : 3 0 A M
Wednesday, June 25
SUNDAY Rio Secco Golf Outing 4
Keynote Address: Daniel Pink 4
Opening Reception in the Exhibit Hall 4
First Timers Meet and Greet in the Exhibit Hall 4
Post-Welcome Reception 4
Preconference Workshops 5-6
Career Sessions 7
MONDAY Keynote Address: Atul Gawande, MD 8
Exhibit Hall Lunch 8
Exhibit Hall Reception 8
Chapter Presidents’ Dinner (Invitation Only) 8
Relay Rocks the House All Show Party 8
Early Riser Sessions 9
Featured Speaker Sessions 10
Breakout Sessions 11-15
TUESDAY Exhibit Hall Lunch 16
The BIG Celebration 16
Early Riser Sessions 17-18
Featured Speaker Sessions 18
Breakout Sessions 19-29
WEDNESDAY Keynote Address: Liz Wiseman 30
Early Riser Sessions 31-32
Featured Speaker Sessions 32
Innovation Labs 33-34
SESSION INDEX Sessions Organized by Theme 35
WHAT YOU NEED TO KNOWRegistration, Hotel, and CPE Information 36
CONTENT
NEW FOR
2014!
NEW FOR
2014!
4 HFMA NATIONAL INSTITUTE
DANIEL PINK Motivation expert and author of Drive: The Surprising Truth About What Motivates Us
Leadership and the New Principles of InfluenceHealthcare leaders at every level today confront two stark realities. First, in these fiercely competitive and endlessly turbulent times, they must do more with less. Second, the old-school management techniques we’ve long relied on to produce results frequently fail. Daniel Pink, best-selling author of Drive, A Whole New Mind and his most recent book, To Sell is Human: The Surprising Truth About Moving Others offers a fresh look at how all leaders must enhance their skills in persuading, influencing and motivating others. He will offer three specific personal traits and identify specific skills that will improve your professional effectiveness.
SUNDAY JUNE 22 OVERVIEW
REGISTRATION6:30 A M – 8:00 P M
SUNDAY GOLF OUTING(Preregistration required)
6:30 A M – 2:00 P M This highly anticipated event will be held at Rio Secco Golf Course, considered one of the best courses in Las Vegas. Buses will depart from Level One of the Venetian/Palazzo Congress Center at 6:30 AM for an 8:30 AM shotgun start followed by a 19th Hole Reception. Free for providers; vendors $395.
PRECONFERENCE WORKSHOPS8:00 A M – 12:00 P M
CAREER SESSIONS2:00 – 4:00 P M No matter what your career stage, these engaging sessions will build your professional competencies.
CERTIFICATION LOUNGE (current Certified members only)
2:00 – 6:00 P M
Sponsored by:
FORUM NETWORKING LOUNGE(Forum members only) 2:00 – 6:00 P M
KEYNOTE ADDRESS4:30 – 6:00 P M
OPENING RECEPTION IN THE EXHIBIT HALL6:00 – 8:00 P M Once again, the conference will kick off right on the Exhibit Hall floor, immediately following the Sunday opening keynote address. You will be treated to great food and beverage, entertainment, fun prize drawings and special exhibitor promotions.
Sponsored by:
FIRST TIMERS MEET AND GREET IN THE EXHIBIT HALL6:15 – 6:45 P M If this is your first ANI, join us for a pre-ANI webinar and then meet-and-greet in the exhibit hall.
POST-WELCOME RECEPTION8:00 – 11:00 P M Join your peers as you continue on with the opening night fun at the Post-Welcome Reception. You’ll enjoy free admission as well as cocktails and hors d’oeuvres at TAO, one of Las Vegas’ premiere venues, located in the Venetian. This is your opportunity to socialize, dance and continue networking with conference attendees. You must have a 2014 attendee badge to attend. No one under 21 will be admitted.
Sponsored by:
SUNDAY KEYNOTE ADDRESS4 : 3 0 – 6 : 0 0 P M
1.5 CPEs
NEW FOR
2014!
HFMA.ORG/ANI 5
HFMA ANI 2012 SAMPLE COURSE DESCRIPTIONS FOR LAYOUTSUNDAY, JUNE 22 P R ECO N FE R E N CE WO R K S H O P S 8 : 0 0 A M – 1 2 : 0 0 P M
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
The Revenue Cycle’s Impact on Medicare Cost Report Settlement (PCW1) 4.0 CPEs
L2
Explore the key drivers of Medicare reimbursement that are directly connected to information developed through a hospital’s revenue cycle function, and learn how and where this information is used within the cost report.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the importance of collaboration between a hospital’s revenue cycle and reimbursement functions
• Recognize the importance of collaboration necessary to produce a compliant and accurate Medicare cost report
• Identify the significance of patient day accumulation, observation status, and uncompensated care reporting
TOOLS AND TAKEAWAYS
Sample key benchmarks in cost reports; checklist for Medicare bad debt documentation; uncompensated care definitions
PREREQUISITES Basic knowledge of the Medicare cost report and its components
SPEAKERS Mike Nichols, FHFMA, Partner, McGladrey LLP; Chad Krcil, FHFMA, Director, Healthcare Consulting, McGladrey LLP
Cost Accounting Strategies in an Era of Reform and Population Health (PCW3) 4.0 CPEs
L2
This session will explore the strengths and weaknesses of current costing models and offer specific actions you can take to prepare for changes ahead.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Explain how management’s use of costing will
change as a result of reform, new reimbursement models, and data
• Assess the current state of your hospital’s costing system
• Identify specific adaptations to your cost accounting system to meet new requirements
TOOLS AND TAKEAWAYS
Cost accounting accuracy index calculator; cost accounting footnote disclosure; cost accounting system healthcare reform readiness checklist
PREREQUISITES Knowledge of hospital costing processes
CPE FIELD OF STUDY Accounting
SPEAKERS
Paul Selivanoff, CPA, Manager, Saint Helena Hospital/Adventist Health; David W. Blunt, CHFP, Executive Director, Finance, St. Mary’s Health
Second Generation Physician Engagement Techniques (PCW4) 4.0 CPEs
L2
This presentation draws from multiple clinical integration programs to distill best practices in engaging physicians.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Understand and utilize effective approaches to
engage physicians
• Understand how to align the incentives of community physicians within a clinically integrated network
• Integrate new approaches to build organized systems of care using data
TOOLS AND TAKEAWAYS Sample incentive model to engage physicians
PREREQUISITES Familiarity with clinical integration and ACO concepts
SPEAKERS Daniel Marino, President and CEO, Health Directions, LLC; William Faber, MD, Chief Medical Officer, Health Directions, LLC
Demystifying Business Intelligence (PCW2) 4.0 CPEs
L2
Big data—you’ve heard the term and know that it is the key to market intelligence and operational excellence. But do you know what business analytics actually is and what it can and cannot do? This program will provide an introduction to the “what” and “how” of business intelligence.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Describe business analytics requirements,
methods, boundaries and outcomes
• Identify how to set realistic expectations for analytics
• Create a plan that yields actionable information for decision making
TOOLS AND TAKEAWAYS
Steps for creating a business intelligence action plan
PREREQUISITES General knowledge of healthcare finance and cost accounting concepts
SPEAKER Christopher T. Looby, FACHE, Vice President, Agile Healthcare
6 HFMA NATIONAL INSTITUTE
The MetroHealth System’s Revenue Cycle Focus on the Patient (PCW5) 4.0 CPEs
L2
With the implementation of the Affordable Care Act (ACA), patient access’ role in the contemporary revenue cycle has become critical to achieving high levels of patient satisfaction and revenue cycle high performance.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Describe strategies for implementing the ACA
across the revenue cycle continuum, especially in patient access processes
• Identify critical components of a robust focus on patient education, communications and satisfaction
• Assess opportunities to increase point of service collections/account resolutions
• List strategies for impacting charity care and bad debts
• Review metrics to effectively manage the new and evolving patient access processes
TOOLS AND TAKEAWAYS List of problem areas identified in patient surveys; metrics to manage interactions with patients; sample patient communications tools
PREREQUISITES Familiarity with patient access, pre-service activities, and patient satisfaction measures
SPEAKERS Craig Richmond, Senior Vice President & CFO, The MetroHealth System; Donna Graham, Senior Director, Revenue Cycle, The MetroHealth System; Sandra Wolfskill, FHFMA, Director, Revenue Cycle MAP, HFMA
Lessons Learned from Using Lean Processes for Performance Improvement (PCW6) 4.0 CPEs
L2
This session will provide an in-depth look at the Lean processes that helped one hospital improve revenue cycle turnaround times and redesign denial reduction processes.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Apply a multidisciplinary, collaborative team
approach to streamlining revenue cycle operations
• Assess Lean methods and principles to streamline processes and improve productivity
• Choose technology, process improvement, and staff improvement initiatives to improve financial performance
TOOLS AND TAKEAWAYS Worksheets for Lean tools to identify customer/ patient value; standard work process tools to eliminate waste and reduce variability for front-line workers; worksheet that establishes resources needed to complete a task based on demand, available FTEs, and available time
PREREQUISITES General understanding of Lean principles and revenue cycle operations
SPEAKERS Joseph M. Pajor, FHFMA, Administrative Director, Norwalk Hospital; Karen Prescott, Performance Improvement Manager, Norwalk Hospital; Christine Fontaine, CHFP, Vice President, Revenue Cycle, OptumInsight
SUNDAY, JUNE 22 P R ECO N FE R E N CE WO R K S H O P S 8 : 0 0 A M – 1 2 : 0 0 P M
HFMA.ORG/ANI 7
Managing Your Career in an Era of Uncertainty (CB1) 2.0 CPEs
L3
Learn the core competencies required for senior healthcare financial leaders and receive advice on marketing yourself and fine-tuning your interviewing skills.
AFTER THIS SESSION , YOU WILL BE ABLE TO: • Fine-tune your networking skills to build a powerful
network
• Identify the roadblocks facing senior executives in the marketplace today
• Implement a personal marketing plan
• Develop the competencies required for superior performance
TOOLS AND TAKEAWAYS Sample resumes; tools to create a powerful resume; handouts on networking, leadership development, and behavioral competencies
PREREQUISITES Two to four years of experience in the healthcare finance area
SPEAKER J. Larry Tyler, FHFMA, CPA, Chairman and CEO, Tyler & Company
Who Will Fill the Role of Tomorrow’s Healthcare CFOs? (CB3) 2.0 CPEs
L2
This session will look at the shifting requirements of today’s CFO through the eyes of an executive recruiter and industry CFO, and provide advice for those moving into or recruiting for top finance roles.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Understand the specific skills and requirements expected of tomorrow’s healthcare CFOs
• Describe how reform and consolidation are changing the career landscape for financial leaders
• Chart a more pragmatic and effective career path based upon how the role of CFO is changing
TOOLS AND TAKEAWAYS Handout summarizing the key skills and competencies of future healthcare CFOs
PREREQUISITES Three to five years of experience in healthcare finance
SPEAKER Elaina Genser, Managing Partner, Witt/Kieffer
CFO Leadership Strategies for a Rapidly Changing Healthcare Environment (CB4) 2.0 CPEs
L3
This session will highlight how CFOs can utilize specific leadership skills to navigate dynamic situations and create positive organizational outcomes.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the 12 skills and attributes CFOs need to succeed in the new value-based care model
• Describe the five cultural challenges that impact an organization’s ability to achieve value
• Explain why the traditional leadership style is no longer effective in today’s healthcare environment
TOOLS AND TAKEAWAYS White paper on situational leadership
PREREQUISITES Three to five years of experience as a healthcare finance leader
SPEAKERS Timothy Morgan, COO, B.E. Smith; Jim Schuessler, CEO, Seton Medical Center
Pursuing a Career: Inspired or Pressed and Stressed? (CB2) 2.0 CPEs
L2
This career session invites participants to engage in exploring and discussing their competing career and life priorities.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify internal and external priorities competing for time
• Uncover new perspectives and new possibilities for managing competing priorities
• Describe techniques for increasing collaboration and conversations, both in the workplace and outside
TOOLS AND TAKEAWAYS
Checklist for managing priorities and increasing collaboration
PREREQUISITES One to three years of experience in the healthcare finance workplace
SPEAKERS
Carol Friesen, FHFMA, VP, Health System Services, Bryan Health; Kari Cornicelli, FHFMA, CPA, VP & CFO, Sharp Grossmont Hospital; Melinda Hancock, FHFMA, CPA, Partner, Dixon Hughes Goodman LLP; Mary Mirabelli, FHFMA, CFO & VP Implementations, CSG Group, HCA–Hospital Corporation of America
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
SUNDAY, JUNE 22 CA R E E R S E SS I O N S 2 : 0 0 – 4 : 0 0 P M NEW FOR 2014!
8 HFMA NATIONAL INSTITUTE
REGISTRATION6:00 A M – 5:30 P M
CONTINENTAL BREAKFAST6:45 – 8:00 A M
EARLY RISER SESSIONS7:00 – 7:50 A M
CERTIFICATION LOUNGE (current Certified members only) 7:00 A M – 4:30 P M
Sponsored by:
FORUM NETWORKING LOUNGE(Forum members only) 7:00 A M – 4:30 P M
KEYNOTE ADDRESS8:00 – 9:15 A M
FEATURED SPEAKER SESSIONS
9:45 – 11:00 A M
• Andrew Croshaw, Partner, Leavitt Partners: Healthcare Reform: Where We Are Now (FS1)
• Terry Rappuhn, CPA, HFMA Patient Friendly
Billing® Project Leader & Mark Rukavina, President, Community Health Advisors, LLC: Patient Financial Communication in the Revenue Cycle (FS2)
• Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value (FS3)
EXHIBIT HALL LUNCH11:00 A M – 2:15 P M
Enjoy lunch in the exhibit hall and visit with more than 400 companies offering ideas and solutions for healthcare finance professionals.
BREAKOUT SESSIONS2:15 – 3:30 P M
EXHIBIT HALL RECEPTION3:30 – 5:30 P M
The evening reception in the exhibit hall gives you a chance to unwind and mingle with fellow attendees and exhibitors while enjoying beverages and hors d’oeuvres.
CHAPTER PRESIDENTS’ DINNER(Invitation Only) 5:30 – 8:00 P M
Sponsored by:
RELAY ROCKS THE HOUSE ALL SHOW PARTY 7:00 – 10:00 P M
Spend the evening with your friends and colleagues at this exciting event taking place at The Rockhouse at the Venetian. We’ll have food and beverage, a DJ and dancing, as well as games including a mechanical bull for the brave. You must have a 2014 attendee badge to attend. No one under 21 will be admitted.
Sponsored by:
ATUL GAWANDE, MD Physician leader and author of Better: A Surgeon’s Notes on Performance
Leading the Change: Healthcare in Transition Clinical transformation in an era of healthcare reform is that delicate balance between improving quality, managing risk, measuring performance, and managing cost. Dr. Gawande brings an eloquence and an intellect to these questions that allow him to offer deeply considered and beautifully expressed solutions with implications for healthcare. His three books, Complications, Better, and The Checklist Manifesto, have won national acclaim and he is recognized by TIME magazine as among the world’s 100 most influential thinkers. He is a MacArthur “Genius” Fellowship winner, a New Yorker columnist, an author — but, most of all, a physician, with a practitioner’s grasp of the every-day challenges of healthcare delivery. He offers unique perspective about the shift from independent practices to team based delivery in highly integrated systems of care.
MONDAY JUNE 23 OVERVIEWSUNDAY KEYNOTE ADDRESS8 : 0 0 – 9 :1 5 A M
1.5 CPEs
HFMA.ORG/ANI 9
Effectively Aligning Owned/Leased Real Estate Assets of Employed Physicians (ER1) 1.0 CPE
L2
Learn how to develop an integrated approach to owned or leased real estate assets, and strategically measure asset performance.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify key information required to conduct a real estate inventory and manage a portfolio
• Create metrics to track performance against industry standards
• Pinpoint components of space utilization to identify opportunities for greater efficiency and reduced costs
TOOLS AND TAKEAWAYS
Portfolio assessment criteria matrix
PREREQUISITES
Some knowledge of real estate portfolio analysis
SPEAKERS
John Balzer, MSEM, Froedtert & The Medical College of Wisconsin; Margie McHugh, Senior Vice President, Lillibridge Healthcare Services, Inc.
A Top-Down Approach to Controlling Medical Device Costs (ER2) 1.0 CPE
L2
Hear from organizations that are part of a forward-thinking business model that reduces medical device costs through collaborative contracting practices that result in sustainable savings.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Explain how health systems can improve patient outcomes while lowering the costs for high-cost, high-impact medical devices
• Differentiate this business model from traditional sourcing methods or group purchasing organizations (GPOs)
• Describe how health systems are working with large payers to reduce readmissions
TOOLS AND TAKEAWAYS
Methodologies to help improve the bottom line and the outcome of patients; lessons learned
PREREQUISITES
Knowledge of supply chain cost management
SPEAKERS
Michael Blaszyk, CFO, Dignity Health; Jan Tankersley, Vice President, SharedClarity
Exposing Hidden Bottom-Line Improvement Opportunities in Clinical Documentation (ER3) 1.0 CPE
L2
Learn how one organization transformed its approach to clinical data review and validation, and hear their processes for tracking the value of a CDI intervention to the bottom line.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Critique the use of case mix index as a primary measurement tool for CDI success
• Estimate the revenue opportunity inherent in improved clinical documentation efforts at your organization
• Recommend steps for revising your organization’s approach to validating clinical documentation data
• Describe the process for tracking the bottom-line value of clinical documentation interventions
TOOLS AND TAKEAWAYS
Checklist of key processes and metrics required for validation of CDI data and measuring the cash impact of CDI activities
PREREQUISITES Knowledge of managed care and payment principles
SPEAKERS Gerri J. Birg, RN, Managing Director, Huron Healthcare; Lynn J. Waters, CPA, Executive Director, Revenue Cycle, Greenville Hospital
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
MONDAY, JUNE 23 E A R LY R I S E R S E SS I O N S 7: 0 0 – 7: 5 0 A M
How to Capture Data for the Medicare Wage Index (ER4) 1.0 CPE
U
The session will offer strategies for capturing Medicare wage index data as well as key components and tips to completing the 2013 occupational mix.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify strategies for properly completing the occupational mix survey
• Identify strategies for capturing data for inclusion in the Medicare wage index
• Assess the impact of hospital operational decisions on the Medicare wage index
TOOLS AND TAKEAWAYS
National benchmarks for the key areas of the wage index; checklist of tips and steps to implement process improvement related to capturing wage index data
PREREQUISITES
Basic cost report knowledge
SPEAKERS
Sue Brammer, FHFMA, CPA, Partner, BKD LLP; Cassie Cusick, Senior Reimbursement Specialist, BJC Healthcare
Determining Patient Eligibility in a Contract Pharmacy Setting (ER5) 1.0 CPE HFMA Peer Review® Session with Provider TBD & Walgreens
L2
Learn how a provider responded to challenges of determining patient eligibility and gathering audit data.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify steps for determining patient eligibility
• Describe audit data
• Explore potential solutions to these issues
PREREQUISITES
Familiarity with the 340B program requirements
SPEAKERS
Karl Meehan, Vice President of Health Care Systems, Walgreens; Provider TBD
10 HFMA NATIONAL INSTITUTE
Terry Rappuhn, CPA, HFMA Patient Friendly Billing® Project Leader & Mark Rukavina, President, Community Health Advisors, LLC: Patient Financial Communica-tion in the Revenue Cycle (FS2) 1.5 CPEs
Regulatory and benefit design trends are placing increased emphasis on the patient’s experience in the revenue cycle. This session will discuss common sense standards for engaging patients throughout the revenue cycle.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the Patient Financial Communications standards
• Review the evolution of out-of-pocket estimates and financial assistance policies
• Assess better practices for medical debt account resolution
PREREQUISITES
Detailed knowledge of revenue cycle processes and workflows
SPEAKERS
Terry Rappuhn, CPA, HFMA Patient Friendly Billing® Project Leader; Mark Rukavina, President, Community Health Advisors, LLC
Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value (FS3) 1.5 CPEs
L2
Despite the key role nursing plays in improving cost and quality outcomes, most of the overt discussion on “alignment” focuses on physicians.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe common barriers to a more productive relationship between nursing and finance
• Highlight successful collaborative strategies to develop a deeper relationship between nursing and finance
• Describe common unmet data needs faced by nursing that, if resolved, would facilitate improved value
PREREQUISITES
General knowledge of clinical impacts on cost and quality outcomes
SPEAKER
Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives
CFO Only Session with Atul Gawande, MD (CFO1)
This session is designed for CFOs in a provider setting. Preregistration is required and seating is limited.
L3
Join Atul Gawande, MD, physician leader and author in examining the solutions and implications of reform on the healthcare system.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Summarize the challenges of delivering quality care while managing cost
• Describe the benefits of team-based delivery in highly integrated systems of care
TOOLS AND TAKEAWAYS
Leadership strategies designed to motivate teams and enhance trust
PREREQUISITES Knowledge of healthcare leadership principles
SPEAKER Atul Gawande, MD, Surgeon, Brigham and Women’s Hospital, Boston and Professor of Surgery, Harvard Medical School, Staff Writer, New Yorker magazine
MONDAY, JUNE 23 FE ATU R E D S P E A K E R S E SS I O N S 9 : 45 – 1 1 : 0 0 A M
Andrew Croshaw, Partner, Leavitt Partners: Healthcare Reform: Where We Are Now (FS1) 1.5 CPEs
With implementation of the Affordable Care Act in full gear, this presentation will examine key issues that will impact healthcare providers.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe efforts to expand coverage
• Recognize the shift to value-based purchasing
• Identify anticipated political and regulatory events that will continue to shape implementation of the ACA
PREREQUISITES
General knowledge of the Affordable Care Act provisions
SPEAKER
Andrew Croshaw, Partner, Leavitt Partners
L2
U
HFMA.ORG/ANI 11LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
MONDAY, JUNE 23 B R E A KO UT S E SS I O N S 2 :1 5 – 3 : 3 0 P M
Maintaining Revenue Cycle Performance During Physician Practice Acquisition (A01) 1.5 CPEs
Learn how one medical center maintained productivity and revenue as it acquired physician practices.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Apply regular claims analysis to ensure optimum claims processing efficiency
• Optimize the technology you currently own to gain the full benefit of your investment and your staff’s time
• Adjust processes based on the outcomes of regular analysis of the claims process
TOOLS AND TAKEAWAYS
Claims analysis recommendations
PREREQUISITES
Knowledge of claims and billing processes
SPEAKER Andrew Molatore, Patient Financial Services Director, Sky Lakes Medical Center
How Payers and Providers are Collaborating to Create New Revenue Channels (A02) 1.5 CPEs
L2
This session will provide an overview of an ACO’s payer collaboration and its role in driving growth by increasing steerage and building loyalty.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe strategies for securing more patient volume in a value-based world
• Explain best practices for marketing co-branded health plan products to local brokers and employers
• Develop metrics for demonstrating ROI to employers
TOOLS AND TAKEAWAYS
White paper on the technology infrastructure and application portfolio needed for accountable care success
PREREQUISITES Familiarity with ACOs, value-based payment models, and relationships between payers and providers
SPEAKERS
Brigitte Nettesheim, Head of Strategy and Operations, West and MidAmerica Regions, Accountable Care Solutions, Aetna; Christopher Lloyd, CEO, The Memorial Hermann Physician Network at Memorial Hermann Health System
Benchmarking Costs to Realize Meaningful Savings (A03) 1.5 CPEs
L2
Learn about a cost management approach that may enhance the likelihood of identifying and realizing meaningful cost reductions.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Build a structure to obtain staff acceptance and buy-in for cost reduction efforts
• Define the three critical drivers of cost per encounter and relate them to specific cost metrics
• Identify specific data sources for benchmark values that can provide meaningful standards for assessing performance
• Recognize that some metrics may be readily available but bear no substantive relationship to cost
TOOLS AND TAKEAWAYS
Cost metrics with a meaningful relationship to cost; a “drill down” methodology for identifying cost-saving opportunities; data sources for obtaining cost standards; methods for creating comparable measures of output and cost; a structure for gaining staff acceptance for cost reductions
PREREQUISITES
Some basic coursework in accounting, especially cost accounting
CPE FIELD OF STUDY
Accounting
SPEAKERS
William O. Cleverley, PhD, President, Cleverley & Associates; Aaron Crane, FHFMA, CFO, Salem Health
U
12 HFMA NATIONAL INSTITUTE LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
Legislative & Regulatory Update for Rural PPS Hospitals (A06) 1.5 CPEs
U
Learn about the latest regulations from CMS and TRICARE, as well as recent developments in the 340B drug purchasing program.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Review the qualifications for the federal 340B drug discount program
• Evaluate proposed changes to the Medicare wage index for federal FY15
• Identify other changes in federal payment policy and quantify the impact for budget purposes
• Compare different hospital classifications to determine which is more beneficial
TOOLS AND TAKEAWAYS
Checklist of pending reimbursement changes that will affect rural PPS hospital finances; checklist comparing the benefits of the Medicare-dependent hospital and sole community hospital classifications
PREREQUISITES
General familiarity with the Medicare PPS
SPEAKERS
Timothy J. Wolters, CPA, Director of Reimbursement, Citizens Memorial Hospital and Reimbursement Specialist, Lake Regional Health System; Brad Brotherton, CPA, Partner, BKD LLP
Healthcare Industry Tax Update 2014 (A04) 1.5 CPEs
U
This session will provide an overview of current tax issues, including Affordable Care Act (ACA) tax provisions.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify Internal Revenue Code Section 501(r) tax-exempt hospital requirements and related IRS-proposed regulations in the ACA
• Describe ACA tax provisions from both an employer and employee perspective
• Understand the IRS Exempt Organization’s FY 2013 Annual Report and 2014 Work Plan
• Review Form 990, Schedule H, and reporting of community benefit
TOOLS AND TAKEAWAYS
An understanding of the tax issues and new tax-related developments affecting the healthcare industry
PREREQUISITES
Knowledge of general tax requirements and provisions for hospitals and healthcare organizations
CPE FIELD OF STUDY
Taxes
SPEAKER
Scott Mariani, Partner, Withum Smith + Brown, PC
Automating Revenue Integrity During the ICD-10 Transition and Beyond (A05) 1.5 CPEs
L2
Hear how one health system implemented CDI initiatives that have improved the ability to track quality and increase reimbursement while demonstrating ROI.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify revenue metrics that would be improved by implementing a CDI program
• Describe the role of automated CDI in quality and revenue improvement
• Assess the impact of automated CDI on ICD-10 implementation and mitigation of audit risk
TOOLS AND TAKEAWAYS List of potential metrics for monitoring
PREREQUISITES
Knowledge of reimbursement process
SPEAKERS
TBD
MONDAY, JUNE 23 B R E A KO UT S E SS I O N S 2 :1 5 – 3 : 3 0 P M
HFMA.ORG/ANI 13
To Rebill or Not to Rebill Denied Claims (A07) 1.5 CPEs
U
This session will help hospitals evaluate their denials and determine whether the best course of action is to appeal the denial or rebill the claim under Medicare Part B.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Determine appeal rights and rebilling rights under CMS Ruling 1455
• Evaluate claim denials to determine the best course of action
• Identify the financial impact of withdrawing appeals and rebilling
TOOLS AND TAKEAWAYS
Tools to evaluate claim denials for maximum effectiveness
PREREQUISITES
Basic understanding of Medicare billing
SPEAKERS
Ralph Wuebker, MD, Chief Medical Officer, Executive Health Resources; Steven Greenspan, JD, LLM, Vice President of Regulatory Affairs, Executive Health Resources
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
MONDAY, JUNE 23 B R E A KO UT S E SS I O N S 2 :1 5 – 3 : 3 0 P M
Strategies for Revenue Cycle’s Future (A08) 1.5 CPEs
This panel will present an overview of cutting edge tools, methods, and processes used by healthcare revenue cycle leaders as they prepare for the future.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how large healthcare providers are adjusting their revenue cycle operations
• Gain perspective on leading practices across the industry
• Relate and compare the experiences of the panel to your facility
TOOLS AND TAKEAWAYS
New patient experience strategies to increase collections and maximize revenue while enhancing the customer experience
PREREQUISITES
General knowledge of revenue cycle operations
SPEAKERS
Tracy B. Berry, Vice President, Revenue Cycle, BJC Healthcare; Michael W. Jex, AVP, Revenue Cycle Organization, Intermountain Healthcare; Stephen Lutfy, FHFMA, Managing Director, PwC; Thomas Yoesle, COO, Revenue Management, Orlando Health
How Finance and Physician Leaders Can Work Together for Organizational Success (A09) 1.5 CPEs
Learn strategies for effective collaboration between CFOs and physician executives.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the unique similarities of finance and physician executives that can serve as a foundation for understanding
• Identify the basic causes for disconnected relationships between CFOs and physician executives
• List 10 specific tactics to strengthen relationships between CFOs and physicians
• Describe tactics to enlist multiple physician leaders in understanding finance and managed care
TOOLS AND TAKEAWAYS
List of areas of congruence between finance and physician executives; list of tactics to use when dealing with physicians; toolkit for dealing with clinical matters; specific case examples
PREREQUISITES
General knowledge of physician and financial communication obstacles
SPEAKERS
Carson Dye, Senior Partner, Witt/Kieffer; John J. Byrnes, MD, Chief Medical Officer, Sisters of Charity of Leavenworth Health System
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14 HFMA NATIONAL INSTITUTE LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
MONDAY • JUNE 17 • BREAKOUT SESSIONS 10:00 – 11 :15 AMMONDAY, JUNE 23 B R E A KO UT S E SS I O N S 2 :1 5 – 3 : 3 0 P M
Using Your Post-Acute Network to Reduce Readmission Penalties (A10) 1.5 CPEs
L2
Learn how a strong post-acute provider network, technology, and evidence-based protocols can reduce readmissions.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Differentiate pathways for reducing readmissions, including home-based self care and post-acute provider care
• Describe the processes necessary to improve transitions of care and reduce readmission penalties
• Describe steps to improve care team communication, patient engagement, and care coordination post-discharge
TOOLS AND TAKEAWAYS
Case studies illustrating reduced readmissions strategies
PREREQUISITES Familiarity with discharge planning processes, post-acute provider relationships, and readmissions penalties
SPEAKERS Wayne Sensor, CEO, Ensocare; Josh Brewster, LISW, FACHE, Director, Social Services, University of Iowa Hospitals & Clinics
Moving Collections Upfront to Improve the Patient Experience and Optimize Revenue (A11) 1.5 CPEs
L2
This session examines how one health system reconfigured its patient access and collections processes to increase revenue while providing better customer service to patients.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Explain to staff their unique role in making the business office more patient-focused
• Apply data and analytics to increase collections, promote efficiency, and boost patient satisfaction
• Identify patients who require financial assistance early in the patient encounter to improve collections and reduce risk
• Enhance patient satisfaction by better targeting patient payment strategies
TOOLS AND TAKEAWAYS
Sample COBRA assistance policy; sample charity care application and policy
PREREQUISITES
Familiarity with patient access and collections processes
SPEAKER
Lori Szymonowicz, CPAM, Senior Director, Patient Financial Services, Jefferson University Hospitals
Creating Financially Sustainable Compensation Structures for Physician Practice Groups (A12) 1.5 CPEs
L2
Learn tactics to address common challenges in developing compensation structures for newly acquired or assimilated physicians and groups.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Gain new insights into how to interpret and utilize benchmark compensation and productivity data
• Learn how to set appropriate provider expectations for compensation within an employment model
• Apply flexibility to key compensation components so that the framework can adapt as requirements change
TOOLS AND TAKEAWAYS
Strategic constraints matrix; case scenarios and solution summaries
PREREQUISITES
Recent or anticipated integration of physician or group practices into employment within a hospital network
SPEAKERS
William Reiser, Vice President, Product Development, The Halley Consulting Group; Jennifer Snider, Network Executive, Halley Consulting Group; Spencer Harris, Controller, Kadlec Clinic
HFMA.ORG/ANI 15LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
MONDAY • JUNE 17 • BREAKOUT SESSIONS 10:00 – 11 :15 AM
Blending Clinical and Financial Data to Drive the Value Equation (A13) 1.5 CPEs
Learn how one children’s hospital brought together clinical and financial data to drive better performance and improved clinical outcomes.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how an enterprise data warehouse and care process implementation can encourage a culture of quality and safety
• Assess an organization’s quality gaps to ensure readiness
• Evaluate how changes in the Value model can affect an organization’s bottom line
TOOLS AND TAKEAWAYS
Key process analysis tool that highlights the greatest opportunities for clinical improvement and cost savings
PREREQUISITES
Knowledge of financial and clinical cost items
SPEAKERS Charles G. Macias, MD, Associate Professor of Pediatrics, Texas Children’s Hospital/Baylor College of Medicine; Bobbi Brown, Vice President of Financial Engagement, Health Catalyst
MONDAY, JUNE 23 B R E A KO UT S E SS I O N S 2 :1 5 – 3 : 3 0 P M
Achieving Sustainable Population Health Management (A14) 1.5 CPEs
This session will discuss implementation strategies for population health management, focusing on clinical delivery requirements, partnership strategies, and payer relationships.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the core requirements needed to make the transition to value-based care
• Review the concept of population health management, including the roles for different healthcare organizations
• Create an inventory of your organization’s existing service lines and how they might need to change
• Describe the different types of affiliations that are occurring as organizations prepare for population health management
TOOLS AND TAKEAWAYS
Guidelines to population health management preparedness; recommended approaches to assessing operational and clinical delivery considerations; insights into existing partnership models geared toward population health management preparation
PREREQUISITES
Basic knowledge of healthcare reform and healthcare financing
SPEAKERS Andrew S. Cohen, Vice President, Kaufman, Hall & Associates, Walter Morrissey, MD, Vice President, Kaufman, Hall & Associates; Robert W. York, Senior Vice President, Kaufman, Hall & Associates
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16 HFMA NATIONAL INSTITUTE
REGISTRATION6 : 0 0 A M – 5 : 3 0 P M
CONTINENTAL BREAKFAST6 : 4 5 – 8 : 0 0 A M
EARLY RISER SESSIONS7: 0 0 – 7: 5 0 A M
CERTIFICATION LOUNGE(current Certified members only)7: 0 0 A M – 4 : 3 0 P M
Sponsored by:
FORUM NETWORKING LOUNGE (Forum members only)7: 0 0 A M – 4 : 3 0 P M
FEATURED SPEAKER SESSIONS8 : 0 0 – 9 :1 5 A M
• John Glaser, PhD, Chief Executive Officer, Siemens Healthcare, Health Services Business Unit: IT Ramifications of the Era of Accountability (FS4)
• Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the New Business Model to Improve Value (FS5)
• Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and the Health System Sector (FS6)
BREAKOUT SESSIONS9 : 3 0 – 1 0 : 4 5 A M
EXHIBIT HALL LUNCH1 0 : 4 5 A M – 2 : 3 0 P M
Enjoy lunch in the exhibit hall and visit with more than 400 companies offering ideas and solutions for healthcare finance professionals.
BREAKOUT SESSIONS2 : 0 0 – 3 :1 5 P M 3 : 3 0 – 4 : 4 5 P M
THE BIG CELEBRATION6 : 0 0 P M
Put on your party clothes and join your colleagues as we celebrate the HFMA Legacy of Leadership. Hosted by HFMA’s Chair, you will enjoy an evening filled with amazing food, cocktails, and entertainment at a party designed to celebrate the past, present and future. Open to all ANI 2014 educational attendees.
TUESDAY JUNE 24 OVERVIEWTH
IS I
S
HFMA.ORG/ANI 17LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
TUESDAY, JUNE 24 E A R LY R I S E R S E SS I O N S 7: 0 0 – 7: 5 0 am
Using Organizational Dashboards and Technology to Improve Revenue Cycle Performance (ER6) 1.0 CPE
L2
Learn about strategies and process improve-ments that dramatically lowered days in A/R and decreased patient billing complaints at a rural critical access hospital.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Establish a corporate philosophy that ensures a continued culture of customer service excellence
• Build patient-friendly billing statements
• Build organizational and departmental dashboards and describe their potential impact
• Use technology to achieve desired goals
TOOLS AND TAKEAWAYS
List of potential dashboard metrics; samples of patient-friendly billing statements
PREREQUISITES
Basic knowledge of revenue cycle processes, metrics, and operations
SPEAKERS
David Muhs, FHFMA, CFO, Henry County Health Center; Sara McClure, CPAT, CCAT, Director, Patient Financial Services, Henry County Health Center
How a Centralized, Automated Transfer Center Can Generate Additional Revenue (ER7) 1.0 CPE
HFMA Peer Review® Session with Methodist Healthcare System & TeleTracking Technologies
L2
Learn how one system’s conversion to a centralized transfer center brought an extra $150 million to the bottom line within a year and a half.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Determine how data gathered from capacity management software can help build revenue and identify new service line opportunities
• Determine the most useful metrics for enterprise process improvement
• Compare the effectiveness of centralized vs. dispersed capacity management
• Execute a detailed needs analysis
TOOLS AND TAKEAWAYS
Details on how to perform a gap analysis to identify shortcomings in the patient access process
PREREQUISITES
Knowledge of healthcare finance operations and metrics
SPEAKERS Dennis Morabito, Senior Manager, TeleTracking Technologies; Susan Kilgore, Vice President, Patient Management, Methodist Healthcare System
The Latest Research on High Net Worth Philanthropy (ER8) 1.0 CPE
U
Hear findings from the latest study that examines the giving patterns, priorities, and attitudes of America’s wealthiest households.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the philanthropic motivations of high net worth individuals
• Use the study findings to improve your current cultivation, solicitation, and stewardship of high net worth individuals
TOOLS AND TAKEAWAYS
Summary of study findings
PREREQUISITES
Familiarity or direct involvement with a hospital foundation or fundraising operation
SPEAKER
Tom Lawson, Senior Vice President, Institutional Philanthropic Specialist, U.S. Trust Bank of America Corporation
Using Medical Technology Assessments to Drive Capital Replacement (ER9) 1.0 CPE
L2
The session will demonstrate a methodology that produces a concise replacement plan that maximizes the capital replacement budget.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Use data to prioritize capital replacement needs based on empirical data
• Identify the pitfalls of a non-data-driven capital replacement process
• Identify qualified assessment service providers
TOOLS AND TAKEAWAYS
Sample tools to prioritize a capital replacement plan
PREREQUISITES
Familiarity with the capital replacement process
CPE FIELD OF STUDY
Finance
SPEAKERS Jeffrey Niederhausen, Director, Business Development, Catholic Health Initiatives; George Hampton, Director of Consulting Services, Catholic Health Initiative
18 HFMA NATIONAL INSTITUTE
TUESDAY, JUNE 24 FE ATU R E D S P E A K E R S E SS I O N S 8 : 0 0 – 9 :1 5 am
Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and the Health System Sector (FS6) 1.5 CPEs
U
Continued implementation of the Affordable Care Act and other recent trends in the private sector have affected how capital markets view the hospital and health system sector.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the ratings agencies view of reforms impact on the industry
• Identify the key areas of interest for ratings agencies
• Outline the current capital market outlook
PREREQUISITES
Knowledge of capital market operations
SPEAKER
Martin Arrick, Managing Director, Standard and Poor’s
Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the New Business Model to Improve Value (FS5) 1.5 CPEs
L2
Purchasers of health care are demanding greater value for their dollars. In response, progressive providers are adopting new business models to change both strategy and operations to deliver high quality and cost-efficient care.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Understand the business model change from fee-for-service to fee-for-value
• Learn the pro-competitive pressures on healthcare providers that emanate from rapid business model changes
• Understand the dramatic changes that are a direct result of structural changes to the underlying business model
PREREQUISITES General understanding of evolving payment and reimbursement models
SPEAKER
Kenneth Kaufman, CEO, Kaufman, Hall & Associates
John Glaser, PhD, Chief Executive Officer, Siemens Healthcare, Health Services Business Unit: IT Ramifications of the Era of Accountability (FS4) 1.5 CPEs
L2
Organizations that succeed under a value based reimbursement system will be able to link and use clinical and financial data created internally with external data to improve outcomes and reduce cost.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe ways of converting data into actionable information to drive quality improvement
• Create a plan for delivering the right information to the right staff at the right time to improve decision making
• Identify a plan for creating accountability for outcomes
PREREQUISITES
Familiarity with reimbursement and payment concepts, as well as the various types of clinical and financial data
SPEAKER John Glaser, PhD, Chief Executive Officer, Siemens Healthcare, Health Services Business Unit
Developing a Financial Framework to Implement Enterprise Risk Management (ER10) 1.0 CPE
Learn about enterprise risk management (ERM) and how to create a single view of all financial risks.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Understand what ERM is and how it is defined within the context of a healthcare organization’s assets and liabilities
• Learn the potential opportunities and challenges created by incorporating ERM into the investment decision-making process
• Learn best practices for implementing an ERM
TOOLS AND TAKEAWAYS
Steps to achieve ERM
PREREQUISITES
Familiarity with investment concepts, such as asset classes and market dynamics
CPE FIELD OF STUDY
Finance
SPEAKERS
Amanda Wilson, CFA, Executive Director, JPMorgan; Vincent Pryor, FHFMA, CPA, CFO, Edward Hospital & Health Services
TUESDAY, JUNE 24 E A R LY R I S E R S E SS I O N S 7: 0 0 – 7: 5 0 am
0
HFMA.ORG/ANI 19LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 9 : 3 0 – 1 0 : 45 am
Trends and Current Practices in Value-Based Contracting (B01) 1.5 CPEs
U
This session will provide the latest value-based contracting developments, including initial progress by providers who have contracts through insurance exchanges or ACOs.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Assess the investments needed to ensure long-term success with value-based contracting
• Describe the multitude of value-based contracting options that are emerging
• Identify how to evaluate the financial impacts of value-based contracting
• Learn how other hospitals and health systems have transitioned to value-based care
TOOLS AND TAKEAWAYS
Sample value-based contract options
PREREQUISITES
Basic knowledge of contracting and managed care
SPEAKER
Ellen E. Stewart, FHFMA, JD, Partner, Berenbaum Weinshienk, PC
Accelerated Supply Cost Reduction in the Age of Healthcare Reform (B02) 1.5 CPEs
L3
Hear about an aggressive cost reduction effort in supplies and purchased services and the methods used to reach savings targets.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Discover the critical need for spend analytics and benchmarking
• Identify the savings opportunities available through the management of purchased services
• Identify ways to improve the current relationship between physicians and the supply chain
• Differentiate between a normal relationship with a supplier and a strategic one
TOOLS AND TAKEAWAYS
Handouts of strategic business relationships, purchased services, and expense reduction
PREREQUISITES
Familiarity with supply chain operations; experience with physician relations
SPEAKERS
Michael Bohon, CPSM, CMRP, Founding Principal, HealthCareSolutions Bureau; Randy Hayas, Chief Supply Chain Officer, Orlando Health; Lance Sewell, CFO, Orlando Health-South Lake Hospital
Late-Breaking / Principles & Practices Board Update (B03) 1.5 CPEs
U
Changes continue to occur quickly in health care. We’ve reserved this session for late-breaking information affecting your financial strategy. For updates go to hfma.org/ani.
20HFMA NATIONAL INSTITUTE
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 9 : 3 0 – 1 0 : 45 am
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
Practical Steps from Denials Management to Denials Prevention (B04) 1.5 CPEs
0
Discover how to move beyond denials management to designing a pre-emptive approach that prevents denials.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify how to prevent future occurrences
• Prepare an integrated denials management process including team composition, workflows, and procedures
• Describe specific denials management challenges and how to overcome them
• Organize data collection and design an effective analysis
TOOLS AND TAKEAWAYS
Sample of denials management analysis and report that delineates the root cause for denials
PREREQUISITES
Familiarity with revenue cycle processes including patient access, patient accounts, denials, and appeals
SPEAKERS Kelley Blair, Regional President, Adreima; Luke Meert, FHFMA, Corporate Director, Accounts Receivable, Botsford HealthCare
Best Practices for Simultaneously Increasing Patient Collections and Satisfaction (B05) 1.5 CPEs
L2
Learn how a patient financial portal led to an increase in patient collections and a decrease of incoming calls at one medical center.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Discover how a POS collection strategy is vitally important for a healthcare organization
• Identify how to ramp up adoption of a new patient financial portal
• Explore the payment habits and preferences of patients
• Recognize the improved operational efficiencies that can be realized from a successful patient financial portal
TOOLS AND TAKEAWAYS
Best practices checklist
PREREQUISITES
Familiarity with patient access and billing operations
SPEAKER
R. Travis Mendenhall, FHFMA, Manager, Patient Accounts, Gwinnett Hospital System
Determining the Organizational Structure for Health Plans Within Provider Systems (B06) 1.5 CPEs
0
Learn about the issues executives face when deciding how to structure combined entities.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Differentiate the strengths and weaknesses of various organizational models
• Help health system leaders consider the issues involved in diversifying into a new line of business
• Identify issues related to organizational diversification and determine the most efficient model
• Explore the relative merits of integration vs. separation when combining health plans and provider systems
TOOLS AND TAKEAWAYS
Knowledge of the considerations involved in evaluating the best organizational structure when health plans and provider systems merge; an understanding of the most effective organizational structures for combining health plans and provider systems
PREREQUISITES
Familiarity with health plan operations and the relationship between health plans and provider system operations
SPEAKERS Bill Eggbeer, Managing Director, BDC Advisors; Martin Hauser, President, Summa Care, Summa Health System; Stephen P. Johnson, President and CEO, Health First
HFMA.ORG/ANI 21
Legal Update (B09) 1.5 CPEs
U
This session will provide updates on legal provisions under healthcare reform as well as their effect on compliance programs.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the latest developments in antitrust, fraud and abuse, corporate responsibility, privacy, taxation, employment, credentialing, and other areas under heightened legal scrutiny in healthcare organizations
• Implement strategies to maintain compliance
• Improve your relationship with legal counsel
TOOLS AND TAKEAWAYS
Checklist of action steps for key compliance areas
PREREQUISITES
Basic knowledge of healthcare finance and legal issues
CPE FIELD OF STUDY
Legal
SPEAKER Joanne Judge, CPA, Esq., Partner, Stevens & Lee
A Multispecialty Group Perspective on Physician-Hospital Alignment (B08) 1.5 CPEs
L2
This presentation will describe the complete physician-hospital alignment journey from beginning to end through the eyes of an independent physician group.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Apply processes and tools to a real-life, physician-hospital alignment example
• Identify the key factors causing strong independent group practices to pursue alignment models
• Identify the core components of a successful physician alignment model
• Compare cultural differences between independent physician groups and health systems and identify models for moving toward a common culture over time
TOOLS AND TAKEAWAYS
A checklist of critical factors for successful alignment
PREREQUISITES
Basic knowledge of physician group operations and physician alignment concepts
SPEAKERS
Craig D. Pederson, Principal, Sullivan Cotter and Associates; Kurt Ebers, Administrator, Hannibal Clinic
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 9 : 3 0 – 1 0 : 45 am
Improving Clinical Documentation to Achieve Top Performance and More Accurate Reimbursement (B07) 1.5 CPEs
HFMA Peer Review® Session with Emory Healthcare & 3M Health Information Systems
L2
Learn how one health system improved their quality performance ratings and improved reimbursement as a result of an organization- wide clinical documentation improvement (CDI) program.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Employ CDI to identify patient populations and drive performance and quality metrics
• Analyze the impact of quality outcomes data on your case mix index and reimbursement
• Compare your hospital’s performance with industry norms and peer groups
• Collaborate with physicians to ensure complete and accurate documentation
TOOLS AND TAKEAWAYS
Measurement techniques for analyzing a declining case mix index; a seven-step process to engage physicians in improving quality scores through CDI; sample queries for quality
PREREQUISITES Understanding of the purpose and role of CDI programs and basic knowledge of various publicly reported quality metrics
SPEAKERS
Julie Palmer, RN, BSN, Senior Data Analyst, 3M Health Information Systems; Bonnie Epps, MN, RN, Manager of Clinical Documentation Improve-ment, Emory Healthcare; Karen O’Donald, CPA, Director, Tax and Financial Performance Informatics, Emory Healthcare
Taking Control of Purchased Services Using Value Analysis (B10) 1.5 CPEs
L2
This session will explore how one health system reduced their purchased services spend by using a value analysis approach.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Determine what data, tools, and resources you will need to achieve potential savings
• Define a value analysis process to manage your purchased services initiatives
• Define and categorize the appropriate purchased services that have a direct impact on your P&L
• Identify high-impact purchased services categories for immediate review
TOOLS AND TAKEAWAYS
Roadmap for the implementation of a value analysis process; sample terms and conditions to consider for high-impact purchased services; sample industry best practices; example of KPIs; sample SOW
PREREQUISITES
An understanding of non-labor budgetary items and their impact on costs
SPEAKERS Laurie Clayton, Regional Director of Contracts, St. Joseph Health System; Beverly Schierer, Vice President, Research and Analysis, MD Buyline
22 HFMA NATIONAL INSTITUTE
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 9 : 3 0 – 1 0 : 45 am
Centralizing the Revenue Cycle in an Era of Consolidation (B14) 1.5 CPEs
L2
This session will help you identify, define, and execute a revenue cycle centralization strategy that impacts the bottom line.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Define and execute an implementation plan
• Identify the unique economic and regulatory influences that may prompt a centralization strategy
• Define a centralization response that will impact the bottom line
• Create a plan to gain alignment of key stakeholders and influencers
TOOLS AND TAKEAWAYS
Process steps to execute a centralization strategy; defined success criteria measures
PREREQUISITES Familiarity with the economic and regulatory impacts on the hospital business office, familiarity with revenue cycle operations, and influence on revenue cycle strategic planning
SPEAKERS
Anthony Scibetta, Senior Director, Ontario Systems, LLC; Richard Lyman, Vice President, Revenue Cycle, Advocate Health Care
Optimizing Revenue Cycle Operations at Academic Medical Centers (B12) 1.5 CPEs
L2
Revenue cycle leaders from academic medical cen-ters will discuss their experiences with conversions, integrations, and process improvements, including optimizing processes for new information systems.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify major revenue cycle challenges that arise from system conversions, integrations, and other major change events
• Describe alternative strategies and tactics to minimize the impact of these challenges
• Assess your organization’s readiness to deal with issues that may arise after big projects
TOOLS AND TAKEAWAYS
Revenue cycle KPIs; tip sheet on mitigating impact on KPIs
PREREQUISITES
Basic knowledge of revenue cycle operations
SPEAKERS
Mike Albright, Manager of Cash Reconciliation and Posting, Indiana University Health; Jean Hippert, Senior Vice President, PNC Healthcare; Steven Honeywell, Senior Director of Patient Accounting, University of Pennsylvania Health System
Optimizing Your EHR for Clinical, Financial, and Operational Success (B11) 1.5 CPEs
L2
Learn how workflow changes and the optimized use of technology can drive positive results in your organization.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Design dashboard reporting to monitor ROI
• Explain the concept of technology and process optimization
• Determine the degree to which your organization has optimized the use of technology
• Develop and implement an optimization work plan
TOOLS AND TAKEAWAYS
Sample optimization work plan; sample optimization reporting dashboard
PREREQUISITES
General knowledge of healthcare technology systems
SPEAKERS
John Trudel, MD, Director of Risk Revenue Programs & Assistant Medical Director for Informatics, Reliant Medical Group; John Kontor, MD, Executive VP, Clinovations
How Affiliations Can Strengthen Organizations for the New Healthcare Era (B13) 1.5 CPEs
0
Learn about the potential advantages and disadvantages of different partnership types as well as other findings from the HFMA Value Project.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the core requirements needed to pursue an acquisition or affiliation
• Develop a foundational knowledge of the different types of acquisition and affiliation agreements
• Assess your organization’s market position and evaluate whether a potential partnership might be beneficial
• Identify key questions to evaluate a potential partner
TOOLS AND TAKEAWAYS
Knowledge of the different types of acquisition and affiliation/partnership models; case studies of existing agreements; HFMA Value Project results
PREREQUISITES Basic knowledge of mergers, acquisitions, and affiliation agreements, as well as healthcare reform and healthcare financing
SPEAKERS Patrick Allen, Senior Vice President, Kaufman, Hall & Associates; Kit Kamholz, CPA, Managing Director, Kaufman, Hall & Associates; David W. Johnson, Managing Director, BMO Capital Markets; Julia Quazi, Director, BMO Capital Markets
HFMA.ORG/ANI 23
The Medicare 2014 Update (C03) 1.5 CPEs
U
Hear an update of the latest legislative and regulatory changes to Medicare payments under consideration by both the Congress and administration for FY15 and beyond.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how other payers could adopt Medicare payment changes
• Identify the latest actions and rationale for changing Medicare payments
• Budget more precisely
TOOLS AND TAKEAWAYS
Better understanding of the evolving and constantly changing Medicare payment landscape
PREREQUISITES Knowledge of Medicare payment concepts
SPEAKER
Larry Goldberg, Principal, Goldberg Consulting
Transforming Cost Accounting to Improve Service Line Reporting (C01) 1.5 CPEs
L2
Learn how one system’s finance team transformed their cost accounting process to improve the accuracy of service line performance reporting across 50 hospitals.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Review four key approaches that can streamline the cost development process, including data reconciliations, cost modeling methods, indirect allocations, and direct-to-patient allocations
• Describe which performance measures can help frame a baseline understanding of performance trends by service line
• Recognize key challenges and identify lessons learned
TOOLS AND TAKEAWAYS
A basic data and process flow diagram related to the costing process; a sample of service line and population-based reports; article on five strategies for effective cost accounting
PREREQUISITES
A basic knowledge of hospital-based cost accounting
CPE FIELD OF STUDY
Accounting
SPEAKERS Aaron Frazier, Manager, Strategic Resource Group, LifePoint Hospitals; Jay Spence, Director, Product and Solutions, Axiom EPM
Using Next-Generation Tools to Make Risk Contracts Work (C02) 1.5 CPEs
L2
Learn how tools can spot individuals at risk of disease development, predict utilization of high cost services, and manage care coordination.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe population stratification and prediction approaches
• Explain how these tools can help your ACO focus your care management programs to achieve the Triple Aim
• Apply lessons learned from one organization’s experience to optimize your approach to analytics, predictive modeling, and documentation
TOOLS AND TAKEAWAYS
Insights into new tools and approaches to population health analytics
PREREQUISITES
A general understanding of risk-based contracting and shared savings models, care management strategies and interventions, and basic statistical concepts
SPEAKERS
Betsey Rhynhart, Executive Director, Concord/ Elliott ACO; Christopher Austin, MD, Senior Solutions Manager, GE; Paul Clark, MD, Chief Medical Information Officer, Concord Hospital; Donna Maddox, GE Healthcare; Deane Morris, Capital Region Health
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 2 : 0 0 – 3 :1 5 pm
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
Learning from the Strategies Employed by High-Performing Critical Access Hospitals (C04) 1.5 CPEs
L2
This session will explore common strategies used by top-performing critical access hospitals (CAHs) to address challenges with volume, physician relationships, labor management, and access to resources.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the strategies employed by top performing CAHs
• Determine which strategies can help your CAH
• Establish a plan to implement new strategies for your CAH
TOOLS AND TAKEAWAYS
Listing of top strategies; steps for implementing top strategies
PREREQUISITES
Familiarity with CAH operations
SPEAKER Ralph Llewellyn, CHFP, CPA, Partner, Eide Bailly, LLP
24 HFMA NATIONAL INSTITUTE
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 2 : 0 0 – 3 :1 5 pm
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
An Update on Healthcare Reform and Its Impact on Industry Consolidation and Integration (C08) 1.5 CPEs
U
Hear an update on the implementation of healthcare reform and how it is affecting hospital and post-acute consolidation and integration.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Recognize the latest trends in provider consolidation and integration as a result of healthcare reform
• Review and assess the implementation of healthcare reform and its key components
• Identify potential changes in healthcare reform given the shifting political environment
• Summarize the key drivers of payment reform and the effect on the healthcare system
TOOLS AND TAKEAWAYS
Summary of latest health policy issues, and legislative and regulatory issues; overview of the latest consolidation and integration activity among hospitals and post-acute providers
PREREQUISITES
Familiarity with healthcare reform concepts and an understanding of the hospital and post-acute provider marketplace
SPEAKERS
Andy Bressler, Managing Director, Bank of America Merrill Lynch Global Research; Kevin Fischbeck, Director, Bank of America Merrill Lynch Global Research
The CFO’s Role in Physician Alignment and Engagement (C05) 1.5 CPEsL3
This session will offer insights on Lean processes aimed at meaningfully aligning physicians for organizational success.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Prepare employed physicians for critical transitions like ICD-10
• Manage new practice acquisitions in collaboration with your physician leaders
• Utilize physician leaders to engage their colleagues in corporate initiatives as partners, not customers
• Understand practice changes that can support the financial, clinical, and operational goals of new delivery models
TOOLS AND TAKEAWAYS
Operational flow diagram illustrating physician engagement model from acquisition to performance review
PREREQUISITES
Familiarity with physician practice acquisitions and Lean management
SPEAKERS
Paul Weygandt, MD, JD, Vice President, Physician Service, J.A. Thomas & Associates; Money Atwal, CFO and CIO, HHSC East Hawaii Region
Making Revenue Cycle Outsourcing an Organization-Wide Responsibility (C06) 1.5 CPEs
HFMA Peer Review® Session with Madison County Hospital & Parallon
L2
Learn how a community hospital outsourced its revenue cycle process and aligned incentives aimed at improving net payment percentage, reducing days revenue in AR, and reducing bad debt expense.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify ways to make front-end collections and back-end billing an organization-wide responsibility
• Create a strategy for improving both front-end collections and back-end billing
• Gain a better understanding of how to use a base-fee-plus-incentive model for revenue cycle outsourcing
• Determine which key metrics to monitor
TOOLS AND TAKEAWAYS
Data documenting financial improvements achieved using this model
PREREQUISITES Familiarity with key issues in hospital revenue cycle management
SPEAKERS Michael S. Browning, CFO, Madison County Hospital; Jeff Ellerbrock, Senior Vice President, Revenue Cycle Operations, The Outsource Group, a Parallon company; Bryana J. McGill, Senior Vice President, Insurance Operations, The Outsource Group, a Parallon company
Assessing Compliance Risks Associated with Third-Party Relationships (C07) 1.5 CPEs
L2
Learn how to properly assess the risk of third-party relationships and effectively monitor vendors.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how healthcare auditors and technologists can assist management by identifying compliance risks and establishing effective vendor selection and monitoring
• Identify the breaches most commonly associated with various third-party relationships
• Define the HIPAA Omnibus Rule and key factors to consider when evaluating a potential breach
TOOLS AND TAKEAWAYS
Health Insurance Portability and Accountability Act (HIPAA) Omnibus Rule guidelines
PREREQUISITES
General knowledge of HIPAA requirements
SPEAKERS
David Reitzel, Partner, Grant Thornton; Mark Ruppert, Chief Audit Executive, Cedars-Sinai Health System
HFMA.ORG/ANI 25
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 2 : 0 0 – 3 :1 5 pm
Choosing the Right Accountable Care Structure (C09) 1.5 CPEs
0
Learn how ACO structures vary based on organizational personality and capabilities.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Determine an approach to select the most appropriate ACO structure
• Discover the various options available to establish an ACO
• Explain the factors that should drive decisions regarding ACO formation
• Identify the technological and human resources necessary for sustaining a successful ACO
TOOLS AND TAKEAWAYS
Decision matrix for ACO formation
PREREQUISITES
Familiarity with the structure and function of an ACO
SPEAKERS
Nicholas Christiano, Regional Healthcare Practice Leader, Tatum; Don Lovasz, President, KentuckyOne Physician Partners; Susan Sciullo, CPA, Tatum
Transforming Your Supply Chain to Meet the Demands of Healthcare Reform (C10) 1.5 CPEs
L2
The presenters will outline how to structure and measure your supply chain to achieve HFMA Value Project recommendations.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify how the supply chain impacts your ability to optimize reimbursement
• Identify the metrics to help you achieve specific value-based performance criteria
• Evaluate the current structure of your supply chain organization
• Measure the total costs of your supply chain to include impacts on outcomes and reimbursement
TOOLS AND TAKEAWAYS
Recommended structure, job descriptions, talent development pathways, and roles and responsibilities for the value-driven supply chain organization; checklist of factors showing how the supply chain impacts your ability to drive better reimbursement under healthcare reform
PREREQUISITES
Basic knowledge of the value-based reporting requirements of healthcare reform and familiarity with the HFMA Value Project
SPEAKERS Mary Beth Briscoe, CFO, University Hospital, UAB University Hospital; Karen Conway, Executive Director, Industry Relations, GHX
How Benchmarks and Productivity Improvements Brought a Community Hospital from the Red to the Black (C11) 1.5 CPEsL3
Learn how a community hospital reduced premium labor and made operational and process changes to enhance staffing effectiveness and improve revenue.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe circumstances impacting productivity and benchmarking in small, rural hospital settings
• Assess how to evaluate your current labor productivity standards and metrics
• Identify how to recommend a variable productivity metric for each department
• Develop a mentoring program for department leadership to continue monthly monitoring of productivity standards
TOOLS AND TAKEAWAYS
Sample business process changes; staffing matrix templates
PREREQUISITES
Familiarity with productivity and benchmarking terminology and concepts
CPE FIELD OF STUDY
Finance
SPEAKERS Rodney Smith, President and CEO, Harrisburg Medical Center; Joyce Converse, Senior Vice President, Soyring Consulting
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
26 HFMA NATIONAL INSTITUTE
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 2 : 0 0 – 3 :1 5 pm
Practical Strategies to Accelerate Revenue Integrity (C12) 1.5 CPEs
L2
Learn how a county health system was able to execute a complete turnaround and implement sustainable processes leading to improved financial performance.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Define the key drivers and guiding principles to create and sustain a successful revenue integrity program
• Illustrate the steps to defining a market-driven pricing strategy
• Apply strategies and tactics to engage clinical departments in charge capture programs
TOOLS AND TAKEAWAYS
Sample key performance indicator reports that show progress against revenue integrity goals
PREREQUISITES
Knowledge of revenue cycle management and hospital operations
SPEAKERS
Charles Bearham, CPAM, Corporate Director, Revenue Integrity, Jackson Health System; William Davis, Vice President, Consulting Services, MedAssets
Using Observation & Inpatient Metrics to Optimize Net Reimbursement (C13) 1.5 CPEs
L2
This session will provide leading practices for utilization management departments and will show how to ensure all charges are captured on observation patients.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify industry benchmarks related to observation patient and inpatient metrics
• Obtain leading practices and guidance on how to implement changes in your organization
• Identify methods to maximize net reimbursement for observation and inpatients
TOOLS AND TAKEAWAYS
A blank action plan to complete during the session
PREREQUISITES
General understanding of utilization management processes, observation vs. inpatient statuses, and reimbursement differences for inpatients vs. observation patients
PREWORK
Bring a 12-month history of the following data points for peer comparison: observation to inpatient volume ratios; status changes from inpatient to observation; status changes from observation to inpatient
SPEAKERS
Colleen Hall, Senior Manager, Crowe Horwath; Steven M. Crouch, MD, Chairman of Emergency Services, Advocate Health
Improving the Bottom Line by Managing Patient Flow (C14) 1.5 CPEs
L2
Learn about the implications of patient flow both from a cost and care perspective, and hear the steps that one hospital took to improve patient flow and its bottom line.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Distinguish factors that affect patient flow, and understand how they can affect financial performance and quality of care
• Identify key performance indicators and measurements that can help facilities improve patient flow
• Assess opportunities to change culture and workflow to generate long-term improvements
TOOLS AND TAKEAWAYS
A comprehensive list of sample KPIs with instructions on how to measure them
PREREQUISITES
Familiarity with patient flow challenges, enterprise clinical and operational processes, and the impact that high-acuity patients, LOS overages, and 30-day readmissions have on a hospital’s bottom line
SPEAKERS Ed Ricks, CIO, Beaufort Memorial Hospital; Barbara Bryan, Vice President of Consulting, MedHost
HFMA.ORG/ANI 27
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 3 : 3 0 – 4 : 45 pm
How to Mitigate Risk in Payer Contracting (D01) 1.5 CPEs
L2
Hear how a large health system is taking a fresh look at commercial reimbursement profitability.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Calculate your organization’s true contract reimbursement amounts and reimbursement risks
• Integrate balance after insurance (BAI) economics into managed care contracting
• Measure the impact of changing membership
TOOLS AND TAKEAWAYS
Templates for calculating true BAI value in a contract; list of common sources of divergence from revenue and cash in commercial contracts; sample visuals for reporting relative contract performance
PREREQUISITES Familiarity with payer contracting
SPEAKERS Kaycee Orman, Executive Director, Revenue Cycle, CHRISTUS Health; David Franklin, Chief Development Officer, Connance
Maintaining 340B Program Compliance (D03) 1.5 CPEs
0
This interactive session will cover major developments, issues, and opportunities in the federal 340B drug discount program.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how to calculate 340B savings
• Provide an overview of emerging compliance requirements for 340B hospitals
• Provide guidance on preparing for audits conducted by both drug manufacturers and the federal government
• Describe the unique role of CFOs in helping their organizations navigate a new era of 340B
TOOLS AND TAKEAWAYS
Tool for calculating program savings and tracking improvements to patient care
PREREQUISITES Current enrollment in the 340B program and some familiarity with program requirements
SPEAKERS Ted Slafsky, President & CEO, Safety Net Hospitals for Pharmaceutical Access (SNHPA); Maureen Testoni, General Counsel, Safety Net Hospitals for Pharmaceutical Access (SNHPA)
Charge Capture Standardization Best Practices (D04) 1.5 CPEs
HFMA Peer Review® Session with Centura Health & Craneware
L2
This session will share one organization’s proven best practices for chargemaster corporate standardiza-tion and automation of revenue cycle processes, detailing the key steps in their journey to sustainable revenue integrity.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify how to remain current with changing charge regulations and educate departments on new chargemaster service line requirements
• Distinguish common disconnects that cause missed charges and denials
• Discuss key processes and proven best practices for the standardization of charge capture processes to ensure compliance and achieve revenue integrity
• Describe key benefits of implementing enterprise-wide, automated charge capture processes
TOOLS AND TAKEAWAYS Revenue Integrity Survival Guide
PREREQUISITES General knowledge of revenue cycle processes and charge capture
SPEAKERS Karen Bowden, Executive Vice President Revenue Integrity Operations, Craneware, Inc.; Daniel Young, Director of Revenue Integrity, Centura Health System
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
An Inside Look at an Integrated Clinical Documentation Improvement Program (D02) 1.5 CPEs
L2
This dynamic session will walk attendees through the three areas of an integrated CDI program: charge capture, level of care (LOC), and coding, especially ICD-10 readiness.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify how an integrated CDI operates, including coordination between charge capture, utilization review/level of care, and coding/ICD-10 readiness
• Describe the benefit of breaking down barriers to teach documentation through a coordinated effort
• Review the dynamics of integration vs. duplication
TOOLS AND TAKEAWAYS
Sample slides for physician education
PREREQUISITES
Knowledge of reimbursement concepts
SPEAKERS Daylaun Egusquiza, President, AR Systems, Inc.; Deb Chenchar, RN-BC, BSN, Network Nurse Executive, Mercy Health Network Central IA; Lori Rathburn, Network Financial Director, Mercy Health Network Central IA
28HFMA NATIONAL INSTITUTE
How a Physician-Hospital Network Reduced Risk by Engaging High-Risk Patients (D06) 1.5 CPEs
L2
Learn about the risk management techniques that saved one physician-hospital network as much as $5 million in 2012 by identifying and engaging high-risk members.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify which cost drivers responded most quickly to intervention to reduce per member per month (PMPM) cost
• Assess how to identify very high-risk members for a cost-effective care management program
• Describe the evolution of a PHO care manage-ment program
• Review the opportunities for immediate cost savings for very high-risk members
TOOLS AND TAKEAWAYS
List of potential cost-reduction items
PREREQUISITES
General knowledge of population health management and ACOs
SPEAKERS
Ann Oasan, Vice President, UniNet Healthcare Network; Henry Sakowski, MD, Medical Director, UniNet Healthcare Network
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 3 : 3 0 – 4 : 45 pm
Achieving Rapid Cost Reduction and Revenue Improvement by Engaging Clinicians and Administrators (D05) 1.5 CPEs
L2
Learn the various strategies that a two-hospital system took to fill their budget gap.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe methods for engaging physicians when undergoing a large change effort
• Identify the levers that can be pulled to effect bottom-line change quickly
• Review tactics to overcome the challenges that community hospitals face in today’s affiliation environment
TOOLS AND TAKEAWAYS
Checklist of levers that can be pulled when tackling a budget gap
PREREQUISITES
Knowledge of hospital cost management and change techniques
SPEAKERS
Michael Turilli, VP, Finance, Hallmark Health System, Inc.; Barton Richards, Managing Director, The Claro Group, LLC
Navigating Insurance Marketplaces and Other Facets of Eligibility Under the ACA (D07) 1.5 CPEs
L2
This session explores eligibility and enrollment challenges and opportunities experienced by three geographically and demographically diverse health systems.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Understand the diverse methods hospitals have used to address eligibility and enrollment as a result of the ACA
• Identify components within the enrollment process at your organization that can be considered when developing a successful program
• Apply strategies that meet the specific needs of your organization
TOOLS AND TAKEAWAYS
Handout of considerations and components important in developing an effective eligibility and enrollment process under ACA
PREREQUISITES
Knowledge of ACA provisions, qualified health plan coverage, and patient access processes
SPEAKERS
John C. Bucci, Director, Patient Financial Services, Cooper Health System; Denise Waters, Senior Director, Business Office, LifePoint; Connie Perez, CEO, Adreima; Sue Ojeda, Senior Director, Revenue Cycle Management, The Tucson Medical Center
Creating a High-Performance Decision Support Operation (D08) 1.5 CPEs
0
Learn how re-designing your decision support strategy can better meet your organizational needs and build your team’s capacity.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Explain the changing landscape of decision support
• Evaluate your workflow and processes to find areas for improvement
• Illustrate how leveraging systems and self-service can build capacity for your team
TOOLS AND TAKEAWAYS
Template and process for evaluating current workload; template and process for evaluating staff capabilities; best practice reports to simplify data delivery
PREREQUISITES
Basic knowledge of decision support processes like cost accounting
SPEAKERS
Ben Shah, Director of Finance, Legacy Health; Dan Michelson, CEO, Strata Decision Technology
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
HFMA.ORG/ANI 29
TUESDAY, JUNE 24 B R E A KO UT S E SS I O N S 3 : 3 0 – 4 : 45 pm
Generating Community and Bottom-Line Value Through Bundled Payments (D09) 1.5 CPEs
L2
Get strategies and tips for driving value and avoiding pitfalls from one medical center that is developing a bundled payment program.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify actions to improve your organization’s clinical cost structure or to implement a new payment system
• Support this effort by identifying and assembling the proper internal resources
• Work with payers, physicians, and clinical staff on high quality alternatives to current practices that yield cost savings
TOOLS AND TAKEAWAYS
List of potential actions to reduce costs
PREREQUISITES
General knowledge of payment and reimbursement concepts
SPEAKERS
Robert Glenning, CFO, Hackensack University Medical Center; Cynthia Ambres, MD, Partner, KPMG Global Healthcare Center of Excellence
Accounting & Auditing Update (D10) 1.5 CPEs
U
This session will provide an overview of new financial reporting requirements from various groups.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify current accounting and financial reporting requirements, including recent actions from the Financial Accounting Standards Board and Governmental Accounting Standards Board
• Implement recommended accounting practice changes to comply with new requirements
• Describe other accounting standards updates for healthcare entities
TOOLS AND TAKEAWAYS
New reporting requirements from the American Institute of CPAs
PREREQUISITES
Basic knowledge of healthcare financial accounting
CPE FIELD OF STUDY
Accounting
SPEAKER
Robert M. Valletta, FHFMA, CPA, Partner, PricewaterhouseCoopers LLP
Late-Breaking Session (D11) 1.5 CPEsU
Changes continue to occur quickly in health care. We’ve reserved this session for late-breaking information affecting your financial strategy. For updates go to hfma.org/ani.
30HFMA NATIONAL INSTITUTE
REGISTRATION6:30 A M – 12:00 P M
CONTINENTAL BREAKFAST6:45 – 8:00 A M
EARLY RISER SESSIONS7:00 – 7:50 A M
CERTIFICATION LOUNGE(current Certified members only) 7:00 – 11:30 A M
Sponsored by:
FORUM NETWORKING LOUNGE(Forum members only) 7:00 – 11:30 A M
KEYNOTE ADDRESS8:00 – 9:15 A M
FEATURED SPEAKER SESSIONS9:30 – 10:45 A M
• Gurpreet Dhaliwal, MD Associate Clinical Professor, University of California, San Francisco, Department of Medicine, VA Medical Center: Engaging Physicians to Deliver High Value Care (FS7)
• François deBrantes, Executive Director,
Health Care Incentives Improvement Institute: Emerging Payment Models in Response to Purchaser Needs (FS8)
INNOVATION LABS11:00 A M – 12:45 P M
Conclude your ANI experience with these highly interactive sessions that will engage you with industry experts as well as your peers to create “next practices” built on content and concepts presented throughout the conference.
LIZ WISEMANLeadership expert and author of Multipliers: How the Best Leaders Make Everyone Smarter
Genius or Genius Maker? Engaging Talent EffectivenessIn today’s complex healthcare environment, healthcare professionals are being asked to work collaboratively in teams that focus on innovation with scarce resources to drive organizational change. Some teams are highly engaged and productive while others are not. Liz Wiseman, author of Multipliers: How the Best Leaders Make Everyone Smarter, illustrates how some leaders drain the intelligence and capability out of their teams while other leaders foster a culture of intelligence and passion in their organizations. Leaders and team members alike will benefit from learning the five disciplines of multipliers and how to fully engage the talent around and within us.
WEDNESDAY JUNE 25 OVERVIEWWEDNESDAY KEYNOTE ADDRESS8 : 0 0 – 9 :1 5 A M
1.5 CPEs
NEW FOR
2014!
HFMA.ORG/ANI 31
Using Your Employee Benefit Plan to Improve Health and Reduce Hospital Costs (ER11) 1.0 CPEL3
Learn how one health system took ownership of medical management for their self-insured health plan and created their own population health infrastructure.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Prepare for value-based contracting by understanding your health plan’s population risk, outcomes, and provider performance
• Increase domestic steerage to your own doctors and hospitals
• Carve out insurance-based medical management functions, get credit, and use the money to fund your local population health management solution
• Reduce expenses while improving the health of your employees and their dependents
TOOLS AND TAKEAWAYS
Sample metrics; governance recommendations
PREREQUISITES
Knowledge of self-insured plans, population health management, and accountable care concepts
SPEAKERS
Elizabeth Barker, Southcoast Health System; Erin O’Connor, Practice Leader, Cammack LaRhette Consulting
Advancing Clinical Documentation Quality and Accuracy While Preparing for ICD-10 (ER12) 1.0 CPE
HFMA Peer Review® Session with Sarasota Memorial & Precyse
L2
Hear how one health system made a $2.1 million impact on their bottom line by implementing a comprehensive clinical documentation improvement (CDI) program.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Manage and mitigate RAC risk, and improve accuracy of reporting outcomes
• Measure workflow processes and maximize the efficiency of CDI specialists
• Recognize how integrating CDI principles will help your facility in its ICD-10 implementation efforts
• Determine how to drive ongoing CDI effectiveness with the appropriate technology
TOOLS AND TAKEAWAYS
CDI diagnostic checklist; white paper
PREREQUISITES
Familiarity with ICD-10, Medicare, and Medicaid reimbursement
SPEAKERS
Teresa Michael, RHIT, Director of Health Information Management, Sarasota Memorial Health Care System; Mark Hendricks, RHIA, Commercial General Manager and Vice President, Precyse
WEDNESDAY, JUNE 25 E A R LY R I S E R S E SS I O N S 7: 0 0 – 7: 5 0 am
How to Reduce Investment Risk While Improving Investment Returns (ER13) 1.0 CPE
L2
Hear how one system applied various risk mitigation strategies and implemented a process that enhanced their investment decision making.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Apply a dynamic asset allocation policy to mitigate risk in defined benefit pension plans
• Recognize how to differentiate the sources of risk in your investment portfolio
• Discuss the benefit of having a greater focus on the risk implications of adding various assets to your portfolio
• Describe how to minimize risks that do not provide commensurate return potential
TOOLS AND TAKEAWAYS
Samples of risk measurement reports
PREREQUISITES
Knowledge of investment concepts
CPE FIELD OF STUDY
Finance
SPEAKERS
George Cook, Executive Director, Graystone Consulting; Tom Crook, Vice President, Treasury Services, Essentia Health; Larry Ekstrom, Institutional Consulting Director, Graystone Consulting
A Physician’s Perspective on Billing and Reimbursement (ER14) 1.0 CPE
L2
Learn how to interface with clinical staff to ensure physicians are meeting the objective of improved documentation without impacting physician productivity.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Better understand National Correct Coding Initiatives
• Identify commonly missed charge capture opportunities in the OR
• Understand charge capture issues through a physician’s eyes
• Better understand OR reconciliation procedures
TOOLS AND TAKEAWAYS
Checklist of commonly missed opportunities in the OR
PREREQUISITES
Knowledge of hospital billing and charge capture procedures
SPEAKERS
Robin Bradbury, President, Resolution Consulting, Inc.; Owen Ellis, Medical Director for Operating Rooms, Boulder Community Hospital; Bill Maurice, RHIT, CCS-P, President, E-Code Solutions, Inc.
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
32 HFMA NATIONAL INSTITUTE
Navigating the Career Transition from Acute to Ambulatory Care (ER15) 1.0 CPE
0
Learn from two leaders who made the change from acute care to ambulatory care.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Explain some of the KPIs of medical practice financial management
• Examine industry changes leading to opportunities in ambulatory care
• Identify new relationships, leadership structures, and collaborations required in ambulatory care
• Describe the new lexicon of ambulatory care
TOOLS AND TAKEAWAYS
Ambulatory lexicon; medical practice KPIs
PREREQUISITES
Knowledge of acute and ambulatory care structures
SPEAKERS
Claire Agnew, CFO, Banner Medical Group, Arizona East Region; Raymond Davis, Supply Chain Director, Banner Health
Gurpreet Dhaliwal, MD, Associate Clinical Professor, University of California, San Francisco, Department of Medicine, VA Medical Center: Engaging Physicians to Deliver High Value Care (FS7) 1.5 CPEs
L2
Organizations need to enhance care delivery to ensure it is cost-efficient for the organization and cost-effective for purchasers. Dr. Dhaliwal has driven performance improvements through his work in analyzing and harnessing the psychology that drives and motivates doctors.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Improve performance and harness the cognitive process
• Change culture to improve safety, quality, and cost
• Improve transparency, accountability, and engagement
PREREQUISITES
Knowledge of healthcare delivery cost factors
SPEAKER
Gurpreet Dhaliwal, MD, Associate Clinical Professor, University of California, San Francisco, Department of Medicine, VA Medical Center
WEDNESDAY, JUNE 25 E A R LY R I S E R S E SS I O N S 7: 0 0 – 7: 5 0 am
WEDNESDAY, JUNE 25 FE ATU R E D S P E A K E R S E SS I O N S 9 : 3 0 – 1 0 : 45 am
François deBrantes, Executive Director, Health Care Incen-tives Improvement Institute: Emerging Payment Models in Response to Purchaser Needs (FS8) 1.5 CPEs
L2
Progressive purchasers are using innovative benefit design and payment models to encourage the provision of high quality, cost efficient healthcare.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Create benefit designs that encourage beneficiaries to seek care from high-quality, low-cost providers
• Describe emerging value-based payment mechanisms that eek to expand the reimbursable unit of care from today’s relatively narrow focus to one that approaches PMPM
• Implement increased price transparency
PREREQUISITES
Knowledge of emerging payment models under the ACA
SPEAKER
François deBrantes, Executive Director, Health Care Incentives Improvement Institute
HFMA.ORG/ANI 33
WEDNESDAY, JUNE 25 I N N OVATI O N L A B S 1 1 : 0 0 am – 1 2 : 45 pm NEW FOR 2014!
The Financial Benefits of an Effective IT-Informatics Relationship (IL2) 2.0 CPEs
L2
Learn how a balanced relationship between the IT and healthcare informatics departments can lead to improved financial performance.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Determine the appropriate skill sets necessary for a strong healthcare informatics staffing model
• Articulate governance requirements for effective IT and healthcare informatics departments
• Demonstrate changes necessary to establish an appropriate relationship between IT and healthcare informatics
• Provide a structure for establishing an effective healthcare informatics department
TOOLS AND TAKEAWAYS
Sample of a business intelligence analysis tool; process maps
PREREQUISITES General knowledge of business intelligence and technology
PREWORK Review the most recent CMS strategy document “CMS Strategy: The Road Forward” (2013-2017) to understand how the IT/healthcare informatics relationship can provide concrete benefits to your organization
SPEAKERS William Morgan, Director of Information Management, CHRISTUS Spohn Health System; Marc Stearman, Director of Informatics, CHRISTUS Spohn Health System; Charles T. Volk, MD, Regional Chief Medical Officer, CHRISTUS Spohn Health System
Developing Strong Financial Projections and Pro Formas (IL1) 2.0 CPEs
L2
Learn how to address some of the key challenges associated with developing financial projections.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Synthesize important information to develop effective presentations for decision-makers
• Define important factors to consider when designing a financial projection model
• Recognize the importance of sensitivity analyses
• Apply information to design efficient and flexible financial models
TOOLS AND TAKEAWAYS
List of tips to make financial models more efficient and thoroughly documented
PREREQUISITES
Knowledge of financial reporting and budgeting
CPE FIELD OF STUDY
Finance
SPEAKERS
Judith Belt, CPA, Corporate Director, Strategic Planning, Emory Healthcare; Carla Chandler, Corporate Director of Financial Planning, Emory Healthcare
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
The Financial Blueprint for Accountable Care (IL4) 2.0 CPEs
0
This session draws from multiple experiences with accountable care and clinical integration as well as direct operational knowledge of building a Pioneer ACO.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Recognize barriers to building a financially successful clinically integrated network
• Learn tips and techniques to help transition to value-based care
• Understand how to align independent physicians with the hospital’s clinical integration objectives
• Identify methods for building financial incentives
TOOLS AND TAKEAWAYS
Best practices and building blocks for forming a clinically integrated network
PREREQUISITES
Familiarity with ACOs, value-based payment models
SPEAKERS
Daniel J. Marino, President and CEO, Health Directions, LLC; Meredith Duncan, Senior Director of Operations, Seton Health Alliance
Finance’s Role in Building a Culture of Innovation (IL3) 2.0 CPEs
0
Learn how finance can play a strategic role in driving innovation.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Identify the fundamentals of co-authoring and presenting a business case
• Understand how to create an intuitive pro forma for managers
• Explain how to integrate the finance function into building an innovative culture
TOOLS AND TAKEAWAYS
Format for designing and building a formal innovation process within your organization; sample innovation business case template
PREREQUISITES
None
SPEAKERS Greg Meier, Vice President, Finance, ROi; Cheryl Matejka, CFO, Mercy East Communities
34 HFMA NATIONAL INSTITUTE
Managing Revenue Cycle Change with Aligned Physicians (IL6) 2.0 CPEs
L2
This session will demonstrate why health systems must establish the right governance and apply a true change management discipline to engage physicians in evolving revenue cycle models.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe how change management can motivate physicians
• Identify the five key metrics that define revenue cycle management best practices
• Understand how to conduct a stakeholder analysis
TOOLS AND TAKEAWAYS
Stakeholder analysis; physician engagement survey example
PREREQUISITES
Knowledge of revenue cycle operations
SPEAKERS
Sam Civello, Vice President, Operations, Texas Health Resources; Frank Marshall, President, MedSynergies
WEDNESDAY, JUNE 25 I N N OVATI O N L A B S 1 1 : 0 0 am – 1 2 : 45 pm NEW FOR 2014!
How Thinking Frameworks Can Lead to Successful Change Management (IL5) 2.0 CPEs
0
This session will review several thinking frameworks that can support permanent change when used for cost control efforts, ICD-10 preparation, EHR implementations, and other initiatives.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Describe the importance of implementing a thinking framework prior to implementing another change management system
• Apply a thinking framework to your change management efforts
• Demonstrate a thinking framework that will result in faster decisions, increased productivity, and permanent behavior change
TOOLS AND TAKEAWAYS
Placards that provide an overview of thinking frameworks
PREREQUISITES
Three to five years of experience in healthcare finance
SPEAKERS
Penny Crow, CEO, Operational Strategies; Paul Selivanoff, CPA, Manager, Adventist Health
Creating a Successful Provider/Payer Partnership (IL7) 2.0 CPEs
0
Examine how collaboration can create winning outcomes for providers, patients, and payers and improve quality and utilization metrics.
AFTER THIS SESSION , YOU WILL BE ABLE TO:
• Define steps to prepare for a successful transition to value-based models
• Examine the key drivers and elements of successful value models
• Define the components of meaningful value metrics and outcomes
• Identify opportunities for payer collaboration
TOOLS AND TAKEAWAYS
Sample best practices and collaboration next steps
PREREQUISITES
Some knowledge of value-based models, terminology/concepts; general knowledge of cost and quality related issues
SPEAKERS
Michael Funk, Vice President, Humana, Inc.; Philip M. Oravetz, Medical Director of Accountable Care, Oschner Health System; Worthe S. Holt Jr., MD, Vice President and Senior Medical Officer, Health Services Organization, Humana, Inc.; Steven T. Hester, MD, Senior Vice President & Chief Medical Officer, Norton Healthcare
LEVEL L1 Basic L2 Intermediate L3 Advanced U Update 0 Overview
HFMA.ORG/ANI 35
SESSION INDEX BY THEMES
The BIG PictureThis year ANI is focused around eight BIG themes. Speakers
explore the issues in-depth, and you follow up at solutions sessions
and innovation labs for ideas to implement back home.
PAGE NUMBERS Session Titles
BUSINESS INTELLIGENCE & ANALYTICS 5 Demystifying Business Intelligence15 Blending Clinical and Financial Data to Drive the Value Equation17 How a Centralized, Automated Transfer Center Can Generate Additional Revenue18 John Glaser, PhD, Chief Executive Officer, Siemens Healthcare: Health Services
Business Unit: IT Ramifications of the Era of Accountability23 Using Next-Generation Tools to Make Risk Contracts Work 25 Transforming Your Supply Chain to Meet the Demands of Healthcare Reform28 Creating a High-Performance Decision Support Operation33 The Financial Benefits of an Effective IT-Informatics Relationship
REGULATORY IMPACT OF REFORM/RULES
9 How to Capture Data for the Medicare Wage Index 9 Determining Patient Eligibility in a Contract Pharmacy Setting 10 Andrew Crowshaw, Partner, Leavitt Partners: Healthcare Reform:
Where We Are Now 12 Healthcare Industry Tax Update 2014 12 Legislative & Regulatory Update for Rural PPS Hospitals 13 To Rebill or Not Rebill Denied Claims 21 Legal Update 23 The Medicare 2014 Update 24 Assessing Compliance Risks Associated with Third-Party Relationships 24 An Update on Health Reform and Its Impact on Industry Consolidation
and Integration 26 Using Observation & Inpatient Metrics to Optimize Net Reimbursement 27 Maintaining 340B Program Compliance 29 Late-Breaking Session
CLINICAL INTEGRATION/CULTURE 5 Second Generation Physician Engagement Techniques 9 Effectively Aligning Owned/Leased Real Estate Assets of Employed Physicians 10 Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse
Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value
13 How Finance and Physician Leaders Can Work Together for Organizational Success
14 Creating Financially Sustainable Compensation Structures for Physician Practice Groups 21 A Multispecialty Group Perspective on Physician-Hospital Alignment 27 An Inside Look at an Integrated Clinical Documentation Improvement Program 28 Achieving Rapid Cost Reduction and Revenue Improvement by Engaging
Clinicians and Administrators 34 How Thinking Frameworks Can Lead to Successful Change Management 34 Managing Revenue Cycle Change with Aligned Physicians
ORGANIZING FOR VALUE 14 Using Your Post-Acute Network to Reduce Readmission Penalties 18 Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the
New Business Model to Improve Value 20 Determining the Organizational Structure for Health Plans Within Provider Systems 22 How Affiliations Can Strengthen Organizations for the New Healthcare Era 24 The CFO’s Role in Physician Alignment and Engagement 25 Choosing the Right Accountable Care Structure 28 How a Physician-Hospital Network Reduced Risk by Engaging High-Risk Patients 32 Navigating the Career Transition from Acute to Ambulatory Care 33 The Financial Blueprint for Accountable Care
PAYMENT TRENDS 11 How Payers and Providers are Collaborating to Create New Revenue Channels 15 Achieving Sustainable Population Health Management 19 Trends and Current Practices in Value-Based Contracting 27 How to Mitigate Risk in Payer Contracting 28 Navigating Insurance Marketplaces and Other Facets of Eligibility Under the ACA 29 Generating Community and Bottom-Line Value Through Bundled Payments 31 Using Your Employee Benefit Plan to Improve Health and Reduce Hospital Costs 32 François de Brantes, Executive Director, Health Care Incentives Improvement Institute:
Emerging Payment Models in Response to Purchaser Needs 34 Creating a Successful Provider/Payer Partnership
REVENUE CYCLE 5 The Revenue Cycle’s Impact on Medicare Cost Report Settlement 6 The MetroHealth System’s Revenue Cycle Focus on the Patient 10 Terry Rappuhn, CPA, HFMA Patient Friendly Billing®, Project Leader & Mark Rukavina,
President, Community Health Advisors, LLC: Patient Financial Communication in the Revenue Cycle
11 Maintaining Revenue Cycle Performance During Physician Practice Acquisition 12 Automating Revenue Integrity During the ICD-10 Transition and Beyond 13 Strategies for Revenue Cycle’s Future 14 Moving Collections Upfront to Improve the Patient Experience and Optimize Revenue 17 Using Organizational Dashboards and Technology to Improve Revenue Cycle
Performance 20 Practical Steps from Denials Management to Denials Prevention20 Best Practices for Simultaneously Increasing Patient Collections and Satisfaction21 Improving Clinical Documentation to Achieve Top Performance and More
Accurate Reimbursement 22 Optimizing Revenue Cycle Operations at Academic Medical Centers 22 Centralizing the Revenue Cycle in an Era of Consolidation 24 Making Revenue Cycle Outsourcing an Organization-Wide Responsibility 26 Practical Strategies to Accelerate Revenue Integrity 27 Charge Capture Standardization Best Practices 31 Advancing Clinical Documentation Quality and Accuracy While Preparing for ICD-10
COST MANAGEMENT/MARGIN TRANSFORMATION 6 Lessons Learned from Using Lean Processes for Performance Improvement 9 A Top-Down Approach to Controlling Medical Device Costs 9 Exposing Hidden Bottom-Line Improvement Opportunities in Clinical Documentation 11 Benchmarking Costs to Realize Meaningful Savings 19 Accelerated Supply Cost Reduction in the Age of Healthcare Reform 21 Taking Control of Purchased Services Using Value Analysis 22 Optimizing Your EHR for Clinical, Financial, and Operational Success 23 Learning from the Strategies Employed by High-Performing Critical Access Hospitals 26 Improving the Bottom Line by Managing Patient Flow 31 A Physicians Perspective on Billing and Reimbursement32 Gurpreet Dhaliwal, MD, Associate Clinical Professor, University of California, San
Francisco, Department of Medicine, VA Medical Center: Engaging Physicians to Deliver High Value Care
33 Finance’s Role in Building a Culture of Innovation
FINANCE & OPERATIONS 5 Cost Accounting Strategies in an Era of Reform and Population Health 17 The Latest Research on High Net Worth Philanthropy 17 Using Medical Technology Assessments to Drive Capital Replacement 18 Developing a Financial Framework to Implement Enterprise Risk Management 18 Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and
the Health System Sector 19 Late Breaking / Principles & Practices Board Update 23 Transforming Cost Accounting to Improve Service Line Reporting 25 How Benchmarks and Productivity Improvements Brought a Community Hospital from
the Red to the Black 29 Accounting & Auditing Update 31 How to Reduce Investment Risk While Improving Investment Returns 33 Developing Strong Financial Projections and Pro Formas
36 HFMA NATIONAL INSTITUTE
FOUR WAYS TO REGISTER
• By Internet: Complete online registration at hfma.org/ani
• By Phone: (866) 229–2386
• By Mail (printable registration form available at hfma.org/ani): HFMA Registration; PO Box 4088; Frederick, MD 21705
• By Fax (printable registration form available at hfma.org/ani): (888) 772-1888 or (301) 694–5124
General ANI Questions? Call our Member Services Center at (800) 252-4362, extension 2.
MAKE YOUR RESERVATIONS EARLY
When you register online at hfma.org/ani, you have the option to select and reserve your hotel. Or, you can contact the HFMA Housing Bureau at (866) 229-2386 to book at the official conference hotel:
The Venetian and The Palazzo Hotel-Resort-Casino/Sands Expo Center
NOTE: This is an all-suite Resort
$199 Single/Double Occupancy*
HFMA rates will be honored through Wednesday, May 28, 2014.
* An additional Resort Fee of $17 plus tax per suite, per night will be charged to individual attendee at time of occupancy. Resort Fees includes unlimited local and toll free calls, unlimited in-suite internet access, daily newspaper per suite from hotel’s designated retail stores, and access to Canyon Ranch fitness center for two adults.
IF YOU HAVE TO CANCEL
ANI cancellation details can be found by visiting hfma.org/ani.
OUR IRONCLAD GUARANTEE
If you are not satisfied with the quality of the program, HFMA will gladly refund your money or provide you with a credit certificate toward a future program. Contact HFMA directly (800) 252-4362. Please provide HFMA with your comments within two weeks of the program.
CPE INFORMATION
Total CPE hours for Career Sessions, Early Riser Sessions, Featured Speaker Sessions, Breakout Sessions, Innovation Labs, and Keynote Sessions: 22
See individual descriptions of Preconference Workshops for CPE hours.
Prerequisites (if required) are listed for individual sessions; prework required is “none” unless indicated for the session.
The CPE Field of Study for sessions is Specialized Knowledge and Applications, unless otherwise indicated in each specific description.
Instructional Method: Group Live
The Healthcare Financial Management Association Educational Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org HFMA is authorized to award pre-approved Category II (non-ACHE) continuing education credits.
BE SURE TO ATTEND THESE PREMIERE NETWORKING EVENTS!
36 HFMA NATIONAL INSTITUTE
WHAT YOU NEED TO KNOW
TUESDAY, JUNE 24
CELEBRATION
MONDAY, JUNE 23
RELAY ROCKS THE HOUSE ALL
SHOW PARTY
Sponsored by RelayHealth
SUNDAY, JUNE 22
OPENING RECEPTION IN THE EXHIBIT HALL
Sponsored by Conifer Health Solutions
POST-WELCOME RECEPTION AT TAO
Sponsored by Craneware
THE
LAS VEGAS JUNE 22-25
Your career—perhaps you’re planning for the future and want to know how to take the next steps in your career. Maybe you want to take a more proactive approach to creating new opportunities. You may simply have heard so much about career moves and planning that you just want to know more. The good news is that you don’t have to do it alone. HFMA is ready to assist!
HFMA’s Career Center
THE 2014 ANI MOBILE APP ALLOWS YOU TO:
• NEW FOR 2014! Create a set of log in credentials allowing you to sync your schedule, notes, and other information across devices
• Browse the ANI program and create your own itinerary
• View property, convention center, and exhibit hall maps
• Find exhibitors and sponsors, view their location in the exhibit hall, and access company contact information
• Network with other ANI attendees
• Get important messages during ANI to make sure you’re in the know
• View presentation, take notes on sessions and exhibitors, and send notes via email
• Stay on top of the most current ANI happenings by accessing the ANI Twitter feed; tweet about the show using #ANI2014
STOP BY HFMA’S NEW CAREER CENTER IN THE
EXHIBIT HALL TO FIND THE RESOURCES YOU
NEED TO MANAGE YOUR CAREER INCLUDING:
• Resume reviews
• Assistance building/reviewing your electronic presence on LinkedIn, social media sites, blogs, and more
• Professional headshots for use in career advancement activities
• Executive coaching
• “Laser” sessions: short presentations and discussions on career issues such as work-life balance, how to actively manage a career, developing your team, and more
ANI Mobile App
Download the Free ANI Mobile App launching on iPhone,
iPad, and Android devices. Search “HFMA ANI” in your app
store. Visit hfma.org/aniapp to learn more.SUNDAY JUNE 226 : 3 0 A M – 2 : 0 0 P M
RIO SECCO GOLF OUTING
8 : 0 0 A M – 1 2 : 0 0 P M
PRECONFERENCE WORKSHOPS• The Revenue Cycle’s Impact on Medicare Cost Report Settlement
(PCW1)
• Demystifying Business Intelligence (PCW2)
• Cost Accounting Strategies in an Era of Reform and Population Health (PCW3)
• Second Generation Physican Engagement Techniques (PCW4)
• The MetroHealth System’s Revenue Cycle Focus on the Patient (PCW5)
• Lessons Learned from Using Lean Processes for Performance Improvement (PCW6)
2 : 0 0 – 4 : 0 0 P M
CAREER SESSIONS (Included with full registration)• Managing Your Career in an Era of Uncertainty (CB1)
• Pursuing a Career: Inspired or Pressed and Stressed? (CB2)
• Who Will Fill the Role of Tomorrow’s Healthcare CFOs? (CB3)
• CFO Leadership Strategies for a Rapidly Changing Healthcare Environment (CB4)
4 : 3 0 4 : 3 0 – 6 : 0 0 P M
KEYNOTE SPEAKERDaniel Pink: Leadership and the New Principles of Influence
6 : 0 0 – 8 : 0 0 P M OPENING RECEPTION IN THE EXHIBIT HALL Sponsored by Conifer Health Solutions
6 :1 5 – 6 : 4 5 P M
FIRST TIMERS MEET AND GREET IN EXHIBIT HALL
8 : 0 0 – 1 1 : 0 0 P M POST-WELCOME RECEPTION Sponsored by Craneware
MONDAY JUNE 237: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Effectively Aligning Owned/Leased Real Estate Assets of Employed
Physicians (ER1)
• A Top-Down Approach to Controlling Medical Device Costs (ER2)
• Exposing Hidden Bottom-Line Improvement Opportunities in Clinical Documentation (ER3)
• How to Capture Data for the Medicare Wage Index (ER4)
• Determining Patient Eligibility in a Contract Pharmacy Setting (HFMA Peer Review® Session with Provider TBD & Walgreens) (ER5)
8 : 0 0 – 9 :1 5 A M
KEYNOTE SPEAKERAtul Gawande, MD: Leading the Change: Healthcare in Transition
9 : 4 5 – 1 1 : 0 0 A M
FEATURED SPEAKER SESSIONS• Andrew Croshaw, Partner, Leavitt Partners:
Healthcare Reform: Where We Are Now (FS1)
• Terry Rappuhn, CPA, HFMA Patient Friendly Billing® Project Leader & Mark Rukavina, President, Community Health Advisors, LLC: Patient Financial Communication in the Revenue Cycle (FS2)
• Pamela Thompson, MS, RN, CENP, FAAN, Chief Executive Officer, Association of Nurse Executives: Catalyzing Change: Aligning Nurses and Finance Professionals to Drive Value (FS3)
• CFO Only Session with Atul Gawande, MD (CFO1) (This session is only available to CFOs in a provider setting.)
1 1 : 0 0 A M – 2 :1 5 P M
EXHIBIT HALL LUNCH
2 :1 5 – 3 : 3 0 P M BREAKOUT SESSIONS• Maintaining Revenue Cycle Performance
During Physician Practice Acquisition (A01)
• How Payers and Providers are Collaborating to Create New Revenue Channels (A02)
• Benchmarking Costs to Realize Meaningful Savings (A03)
• Healthcare Industry Tax Update 2014 (A04)
• Automating Revenue Integrity During the ICD-10 Transition and Beyond (A05)
• Legislative & Regulatory Update for Rural PPS Hospitals (A06)
• To Rebill or Not to Rebill Denied Claims (A07)
• Strategies for Revenue Cycle’s Future (A08)
• How Finance and Physician Leaders Can Work Together for Organizational Success (A09)
• Using Your Post-Acute Network to Reduce Readmission Penalties (A10)
• Moving Collections Upfront to Improve the Patient Experience and Optimize Revenue (A11)
• Creating Financially Sustainable Compensation Structures for Physician Practice Groups (A12)
• Blending Clinical and Financial Data to Drive the Value Equation (A13)
• Achieving Sustainable Population Health Management (A14)
3 : 3 0 – 5 : 3 0 P M
EXHIBIT HALL RECEPTION
5 : 3 0 – 8 : 0 0 P M CHAPTER PRESIDENTS DINNER (Invitation Only) Sponsored by Bank of America Merrill Lynch
7: 0 0 – 1 0 : 0 0 P M RELAY ROCKS THE HOUSE ALL SHOW PARTY Sponsored by RelayHealth
TUESDAY JUNE 247: 0 0 – 7: 5 0 A M
EARLY RISER SESSIONS• Using Organizational Dashboards and Technology to Improve Revenue
Cycle Performance (ER6)
• How a Centralized, Automated Transfer Center Can Generate Additional Revenue (HFMA Peer Review® Session with Methodist Healthcare System & TeleTracking Technologies) (ER7)
• The Latest Research on High Net Worth Philanthropy (ER8)
• Using Medical Technology Assessments to Drive Capital Replacement (ER9)
• Developing a Financial Framework to Implement Enterprise Risk Management (ER10)
8 : 0 0 – 9 :1 5 A M
FEATURED SPEAKER SESSIONS• John Glaser, PhD, Chief Executive Officer, Siemens Healthcare,
Health Services Business Unit: IT Ramifications of the Era of Accountability (FS4)
• Kenneth Kaufman, CEO, Kaufman, Hall & Associates: Leveraging the New Business Model to Improve Value (FS5)
• Martin Arrick, Managing Director, Standard and Poor’s: The Capital Markets and the Health System Sector (FS6)
9 : 3 0 – 1 0 : 4 5 A M
BREAKOUT SESSIONS• Trends and Current Practices in Value-Based Contracting (B01)
• Accelerated Supply Cost Reduction in the Age of Healthcare Reform (B02)
• Late-Breaking / Principles & Practices Board Update (B03)
• Practical Steps from Denials Management to Denials Prevention (B04)
• Best Practices for Simultaneously Increasing Patient Collections and Satisfaction (B05)
• Determining the Organizational Structure for Health Plans Within Provider Systems (B06)
• Improving Clinical Documentation to Achieve Top Performance and More Accurate Reimbursement (HFMA Peer Review® Session with Emory Healthcare & 3M Health Information Systems) (B07)
• A Multispecialty Group Perspective on Physician-Hospital Alignment (B08)
• Legal Update (B09)
• Taking Control of Purchased Services Using Value Analysis (B10)
• Optimizing Your EHR for Clinical, Financial, and Operational Success (B11)
• Optimizing Revenue Cycle Operations at Academic Medical Centers (B12)
• How Affiliations Can Strengthen Organizations for the New Healthcare Era (B13)
• Centralizing the Revenue Cycle in an Era of Consolidation (B14)
1 0 : 4 5 A M – 2 : 0 0 P M
EXHIBIT HALL LUNCH
2 : 0 0 – 3 :1 5 P M
BREAKOUT SESSIONS• Transforming Cost Accounting to Improve Service Line Reporting (C01)
• Using Next-Generation Tools to Make Risk Contracts Work (C02)
• The Medicare 2014 Update (C03)
• Learning from Strategies Employed by High-Performing Critical Access Hospitals (C04)
• The CFO’s Role in Physician Alignment and Engagement (C05)
• Making Revenue Cycle Outsourcing an Organization-Wide Responsibility (HFMA Peer Review® Session with Madison Country Hospital & Parallon) (C06)
• Assessing Compliance Risks Associated with Third-Party Relationships (C07)
• An Update on Healthcare Reform and Its Impact on Industry Consolidation and Integration (C08)
• Choosing the Right Accountable Care Structure (C09)
• Transforming Your Supply Chain to Meet the Demands of Healthcare Reform (C10)
• How Benchmarks and Productivity Improvements Brought a Community Hospital from the Red to the Black (C11)
• Practical Strategies to Accelerate Revenue Integrity (C12)
• Using Observation & Inpatient Metrics to Optimize Net Reimbursement (C13)
• Improving the Bottom Line by Managing Patient Flow (C14)
LAS VEGAS JUNE 22-25
SCHEDULE AT A GLANCE
Great Networking Opportunities and
Stop by the Career Center!
NEW FOR
2014!
NEW FOR
2014!
CAREER BOOST
LAS VEGAS JUNE 22-25
BIG Deal $100 off the full conference rate when you register by May 9. hfma.org/ani
To register visit hfma.org/ani
HFMA’S 2 0 14 ANI
ADVISORY COMMITTEE
Martin Arrick Managing Director Standard & Poor’s Corporation
Mary Mirabelli Vice President Financial Services Group HCA—The Healthcare Company
Mark Evard Assistant Vice President, Revenue Cycle St. Luke’s Episcopal Health System
Susan L. Novak, MBA Controller Sheridan Memorial Hospital
Three Westbrook Corporate Center, Suite 600 Westchester, Illinois 60154-5732 Phone: (800) 252-4362, extension 2
Non-Profit US Postage
PAID Permit No. 2862
Chicago, IL
Check out Sunday’s Career Sessions: - Managing Your Career in the Era of Uncertainly - Pursuing a Career: Inspired or Pressed and Stressed? - Who Will Fill the Role of Tomorrow’s Healthcare CFOs? - CFO Leadership Strategies for a Rapidly Changing
Healthcare Environment
Plus, new this year, the Exhibit Hall Career Center gives you quick tips and tools to advance your professional development.
Join us for the leading healthcare finance conference.
CAREER BOOST
BIG Deal $100 off the full conference
rate when you register by May 9.
hfma.org/ani
THIS IS BIG! Eight big themes, big networkingopportunities, big focus on careers,big payoff in educational content, tools & takeaways: ANI 2014 is your big chance to gear up for what lies ahead.
REGULATORY IMPACT OF REFORM/RULES
BUSINESS INTELLIGENCE & ANALYTICS
CLINICAL INTEGRATION/CULTURE
ORGANIZING FOR VALUE
REVENUE CYCLE
PAYMENT TRENDS
FINANCE & OPERATIONS
COST MANAGEMENT/MARGIN TRANSFORMATION
LAS VEGAS JUNE 22-25 hfma.org/ani
See page 7 for details.