CONFERENCE & EXPO Financial, Operations … 2017 FINANCIAL, OPERATIONS MANAGEMENT/INFORMATION...

Financial, Operations Management/Information Technology

Conference & Expo

C O N F E R E N C E & E X P O

POWER THROUGH ASSOCIATION

Strengthening, Preserving, and Expanding Community Health Centers

National Association of Community Health Centers 7501 Wisconsin Avenue, Suite 1100W | Bethesda, MD 20814

(301) 347-0400 | [email protected]

The National Association of Community Health Centers (NACHC) is the leading national advocacy organization for Community Health Centers and the more than 27 million patients they serve. Membership is open to health centers, professionals, non-profits, corporations, and students. Our members make us stronger. Join the movement.

Organizational Membership is open to any non-profit or public health center that provides comprehensive primary care services, is governed by a representative consumer-directed Board of Directors, and that shares the mission and goals of NACHC.

Corporate Membership is open to for-profit organizations that provide services or products to primary health care programs.

Associate Membership is open to non-profit primary health care affiliated organizations that support the mission of NACHC.

HCCNetwork Membership is open to any health center controlled network that supports the mission of NACHC.

Individual Membership is open to individuals who support the mission and goals of NACHC.

Benefits of Membership• Members receive a range of services designed to support

organizational growth, including exclusive access to resource and development grant opportunities.

• With five annual conferences, and a wide variety of online and in-person training opportunities, NACHC provides comprehensive training and techincal assistance for your health center’s needs.

• Members receive exclusive discounts on medical, dental, and office supplies.

• Share best practices with colleagues and connect with industry experts while receiving discounts on NACHC conferences and meetings.

JOIN TODAY!

2017 FINANCIAL, OPERATIONS MANAGEMENT / INFORMATION TECHNOLOGY CONFERENCE 1#FOMIT17

Table of Contents

NACHC Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Mobile App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Conference Hotel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Continuing Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Speaker/Exhibitor Check-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Social Media and Twitter Contest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Wi-Fi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

EXPO: Your Solution Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Education Sessions At-A-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Education Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Key to Moderators and Presenters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Ad Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Exhibit Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Hotel Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . inside back cover

2 2017 FINANCIAL, OPERATIONS MANAGEMENT / INFORMATION TECHNOLOGY CONFERENCE #FOMIT17

2017-2018 NACHC Board of DirectorsEXECUTIVE COMMITTEE

Chair of the BoardJames LuisiNorth End Waterfront HealthBoston, MA

Chair-ElectLathran J. WoodardSouth Carolina Primary Health Care AssociationColumbia, SC

Immediate Past ChairJ. Ricardo Guzman, LMSW, MPHCommunity Health & Social Services CenterDetroit, MI

Speaker of the HouseHenry Taylor, MPAMile Square Health CenterChicago, IL

Vice-Speaker of the HouseGrace Wang, MD, MPH, FAAFPInternational Community Health ServicesSeattle, WA

SecretaryPaloma HernandezUrban Health PlanBronx, NY

TreasurerMichael A. HolmesCook Area Health ServicesCook, MN

Consumer/Board Member RepresentativeYvonne G. DavisHealth Care Partners of South CarolinaFlorence, SC

ParliamentarianJames W. Hunt, Jr.Massachusetts League of Community Health CentersBoston, MA

NATIONALLY ELECTED REPRESENTATIVES

CLINICIAN BOARD REPRESENTATIVESDaniel Miller, MDHudson River Community HealthPeekskill, NY

Felix M. Valbuena, Jr., MDCommunity Health & Social Services

CenterDetroit, MI

REPRESENTATIVES FROM CHARTERED REGIONSREGION IFrances M. Anthes, MSW, LICSWFamily Health Center of WorcesterWorcester, MA

Tess Stack KuenningBi-State Primary Care AssociationBow, NH

REGION IIEva TurbinerZufall Health CenterDover, NJ

Mary Ann ZelaznyFinger Lakes Community HealthPenn Yan, NY

REGION IIIAllen J. Bennett, MPH, PDPark West Health SystemBaltimore, MD

Richard ShinnVirginia Community Healthcare

AssociationHenrico, VA

REGION IVCarla BelcherCommunity Health Care SystemsWrightsville, GA

Philip A. HarewoodLincoln Community Health CenterDurham, NC

REGION VBerneice Mills-ThomasNear North Health Service CorporationChicago, IL

Kimberly MitrokaChristopher Greater Area Rural Health

Planning CorporationChristopher, IL

REGION VISantos CamarilloVida Y Salud Health SystemsCrystal City, TX

Seferino MontanoLa Casa Family Health CenterPortales, NM

REGION VIITheodore J. Boesen, Jr.Iowa Primary Care AssociationUrbandale, IA

Dennis KruseFamily Care Health CentersSt. Louis, MO

REGION VIIIJohn MengenhausenHorizon Health CareHoward, SD

John SantistevanSalud Family Health CentersFt. Lupton, CO

REGION IXNancy E. HookNevada Primary Care AssociationCarson City, NV

David B. Vliet, MBATiburcio Vasquez Health CenterUnion City, CA

REGION XAnita MonoianYakima Neighborhood Health ServicesYakima, WA

Thomas TrompeterHealthPointRenton, WA

HEALTH CENTER BOARD MEMBER REPRESENTATIVESVirginia (Ginger) FuataWaianae Coast Comprehensive Health

CenterWaianae, HI

Rita SorrentoEast Boston Neighborhood Health CenterBoston, MA


Welcome

WELCOME to the 2017 NACHC Financial, Operations Management/Information Technology

(FOM/IT) Conference & EXPO . The FOM/IT is a key educational conference dedicated to helping

health centers achieve excellence and accountability in all dimensions of management and

operations, leading to greater value and quality in health care delivery .

For the past 11 years, the NACHC FOM/IT Conference has been aligned with health center growth

and development strategies . It offers health center leaders the opportunity to look to the future

– to assess trends and public policies reshaping the health care industry – and to acquire the

information and business “intelligence” needed to successfully meet goals – and adapt and

prepare for a constantly changing and challenging health care environment .

This year’s FOM/IT opens discussion on issues and challenges at-hand as health centers move

to incorporate the critical in-house systems and technology infrastructure to support greater

operational effectiveness and efficiency . Our program includes presentations by experts in the

field as well as interactive learning sessions . Education sessions cover a range of timely topics

such as: Data to Demonstrate Value; Budget Forecasting in an Era of Uncertainty; HRSA’s New

Compliance Manual; and Utilizing Technology to Improve Provider Retention.

The FOM/IT is your opportunity to learn, network, and to share ideas and insights with

colleagues based on your health center’s experiences, successes, and innovations . Our NACHC

Family joins in thanking you for your support and participation as each of us continues to

strengthen our health centers for a healthier America .


Centene is committed to transforming the health of the communities we serve, one person at a time. And

our experience has taught us that every individual, and every community, faces unique challenges. That is

why each of our health plans are developed and staffed locally—with local healthcare professionals serving

as our chief advisors.

Through our collaborative partnerships with FQHCs, hospitals, physicians, and other providers, we bring

better solutions for better health outcomes at lower costs.

True Partners in Care

®

®

®

PROUD LEADER SPONSOR OF THE

2017 Financial, Operations Management/Information Technology Conference & EXPO


General InformationNACHC Has Gone Green

All conference presentations and handouts provided by speakers will only be available on the FOM/IT Mobile App . Hard copies of slides or handouts will not be provided on-site.

Specific instructions for accessing course materials were sent to you in advance of the conference . It is your responsibility to download these materials to your electronic device and/or print copies if you would like to have them available in paper form . Please keep in mind that only those presentations provided to NACHC by speakers, prior to the conference, will be available on the Mobile App . All presentations that are provided to us after the submission deadline will be available on-site via the Mobile App and posted to MyNACHC following the conference .

Business CenterThe Planet Hollywood Business Center can serve as your extended office while you’re in town . The business center, located on the Mezzanine Level, just inside the hotel Conference Center, offers a full range of services including: photocopying, faxing, word processing, computer workstation rental, and much more .

Cellular Telephones PLEASE Turn OFF Your Cell PhonePlease be considerate of others . Ringers on cell phones and other electronic devices should be turned off or switched to vibrate or silent mode in conference education sessions, meetings, and social events .

Conference AttireWe invite you to dress in comfortable business casual attire for the conference . Hotel meeting rooms can sometimes be chilly, so you are advised to bring a sweater or light jacket as well .

Conference HotelPlanet Hollywood3667 Las Vegas Boulevard SouthLas Vegas, NV 89109(866) 919-7472 Toll Free

Mobile App Interact with speakers and colleagues both on-site and online! Questions for the presenters? DOWNLOAD the APP . Participate in real-time polls? DOWNLOAD the APP . Receive important updates? You guessed it - DOWNLOAD the APP . You will need your iMIS ID and password to log in to the Mobile App .

Forgot your iMIS ID and password?

Often your iMIS ID and password are the 6-digit number on your name badge . Try that first . If that does not work:1 . Go to a browser and type in NACHC.org2 . In upper right corner click LOGIN3 . Click Lost your Password4 . Enter your email

You will immediately receive an email with your iMIS login and password . Still having problems? No worries . Stop by the Mobile App Help Desk in the registration area .

How to locate and download the App from Google Play Store or Apple:1 . Launch the Google Play Store or App Store2 . Search the name NACHC Mobile3 . Tap the event App icon/listing4 . Tap the Install button5 . Enter Google ID or Apple ID password and click OK6 . Tap the Accept and Download button7 . App begins downloading and displays on your phone8 . Tap the NACHC Mobile App9 . Tap the ≡ icon10 . Tap FOM/IT 2017 Note: Adobe Reader MUST be installed on your device in order to open the presentations .

Did you get today’s email? Check your email every morning for your

Daily Rundownto stay up-to-date on the latest at the

2017 FOM/IT Conference & EXPO .

Forgot your iMIS ID and password?Often your iMIS ID and password are the 6-digit number on your name badge . Try that first . If that does not work:

1 . Go to a browser and type in NACHC.org2 . In upper right corner click LOGIN3 . Click Lost your Password4 . Enter your email

You will immediately receive an email with your iMIS login and password . Still having problems? No worries . Stop by the Mobile App Help Desk in the registration area .


Continuing Education By attending education workshops, participants may qualify for continuing education units . Only full-paying participants and daily registrants are eligible for continuing education credits .

Accounting Professionals (CPE)The National Association of Community Health Centers, Inc . (NACHC) 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 submitted to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37217-2417 or by visiting its website at www .nasba .org . (Sponsor #108392)

Delivery Method: Group Live and Group Internet-BasedProgram Level: BasicDuration of Training: Two days

This program is being considered by the National Association of State Board of Accountancy (NASBA) for 12.5 continuing education contact hours in the “Specialized Knowledge” category .

Other Health Professionals (CE)

The National Association of Community Health Centers, Inc . (NACHC) Certificate of Participation may be used toward state licensing requirements for a variety of disciplines requiring continuing education credits (e .g ., health educators, nurses, physician assistants, doctors of osteopathic medicine, etc .) . It is recommended that a Certificate of Participation and a copy of a conference program be submitted to your state-licensing agency .

MessagesIn case of an emergency, callers should contact the hotel directly and request that a copy of the message be given to the NACHC Registration staff . The telephone number for Planet Hollywood is (866) 919-7472 . Messages will be posted on a designated message board near the NACHC Registration area, located in the Sunset Foyer .

Membership Organizations or individuals interested in NACHC Membership, please contact the NACHC office at (301) 347-0400 or obtain a membership application by visiting the NACHC Booth .

MyNACHC Learning Center (MyNACHC) Continuing education right at your fingertipsThe world of NACHC events is just a click away! The MyNACHC Learning Center (MyNACHC) is your online portal to educational content from all NACHC events . All FOM/IT education sessions are FREE to ALL paid 2017 FOM/IT attendees .

This valuable online service provides access to meeting content on digital media – WHENEVER you need it – captured live and available to you via MyNACHC! View courses online (as released for inclusion), captured as true multimedia re-creations with synchronized slides, handouts, and much more . This is an excellent training tool and informational resource for missed courses .

The MyNACHC Learning Center (MyNACHC) provides:

§Quick and easy access to past and current content from NACHC conferences and other training events .

§The ability to earn additional continuing education (CME/CE) credits in the professional disciplines currently offered on-site at NACHC conferences (including NACHC’s Certificate of Board Governance Program) .

§Session audio recordings synchronized to training presentations .

§The ability to track your own continuing education units and attendance certification .

To access the MyNACHC Learning Center (MyNACHC), use your iMIS ID and password . If you need login assistance or additional information, contact mylearning@nachc .com or call (301) 347-0400 .

General Information, continued

Scanning and EvaluationsTo receive Continuing Education Units (CEUs) at this NACHC conference, ALL attendees must:• Have their conference badges scanned by room monitors

at the end of each education session attended . AND• Complete session evaluations distributed at the

conclusion of each workshop attended . These simple steps ensure that CEUs are accurately processed and that valuable feedback is generated for the development of future NACHC programs .

Lost and FoundPlease check with the hotel’s front desk for lost and found items .

This icon designates education sessions audiotaped with presentations for the MyNACHC Learning Center (MyNACHC) . These sessions will be available online after the conference and FREE to ALL paid 2017 FOM/IT attendees .


General Information, continued

Registration NACHC Registration is located in the Sunset Foyer on the Mezzanine Level of the conference hotel . Registered attendees can pick up their registration packets and badges during the following hours:

Wednesday, October 25 3:00pm – 5:00pm

Thursday, October 26 8:00am – 4:00pm

Friday, October 27 8:00am – 12:30pm

Speaker/Exhibitor Check-InNACHC’s Speaker/Exhibitor Check-In is located in Sunset 1 . All speakers and exhibitors are asked to report to this room upon arrival at the conference . At this location, speakers will receive badges and review or upload presentations . Exhibitors will receive badges and booth packets . Speaker/Exhibitor Check-In hours are as follows:

Wednesday, October 25 3:00pm – 5:00pm

Thursday, October 26 8:00am – 4:00pm

Friday, October 27 8:00am – 3:45pm

Social Media and Twitter Contest

#FOMIT17 Social Media

Join the online conversation at the NACHC FOM/IT Conference & EXPO using #FOMIT17 when you post about the FOM/IT on Facebook, Twitter, and Instagram . Share your conference experience with others in real time as events unfold . Also, be sure to follow @NACHC on Twitter (www.twitter.com/nachc) for important updates during the conference .

#FOMIT17 Twitter Contest

Tweet using #FOMIT17 throughout the FOM/IT for your chance to win a $100 Amazon gift card in a random drawing . The more you tweet, the more opportunities you have to win!

§Remember to follow @NACHC on Twitter .

§Make sure your Twitter stream is publicly viewable .

§Use #FOMIT17 to enter the random drawing, one entry per tweet .

§Post all tweets, using #FOMIT17, by Friday, October 27, at 9:00am to be eligible for prize drawings .

The winner will be announced on Friday, October 27 at 10:45am in the EXPO Hall, located in Celebrity 5.

You MUST be present to win!

#FOMIT17

RANDOM DRAWING RULES: (1) No purchase is necessary. (2) The Twitter contest starts at 8:00am Wednesday, October 25, 2017 and ends at 9:00am Friday, October 27, 2017. (3) Adults over the age of 18, registered to attend the National Association of Community Health Center’s 2017 FOM/IT Conference & EXPO, with Twitter accounts that follow @NACHC on Twitter are eligible to win the random Twitter drawing. NACHC employees and exhibitors are not eligible to win. (4) How to enter: post a publicly viewable Tweet, related to the FOM/IT, and include “#FOMIT17” for the Twitter random drawing which will count as one entry. (5) Individual Twitter accounts are limited to 100 non-identical, FOM/IT-related Tweet entries and individuals, primary care associations, or health centers are eligible to win only once. (6) Odds of winning are determined by total number of entries. (7) There is one prize of a $100 Amazon gift card. (8) There will be one Twitter random drawing winner. (Winner will also be announced publicly on http://twitter.com/nachc.) (9) You must be present to win. If you are not present, that prize will be awarded to another winner selected at random. (10) This is sponsored by the National Association of Community Health Centers, Inc., 7501 Wisconsin Ave., Suite 1100W, Bethesda, MD 20814.

Wi-Fi at the 2017 FOM/IT & EXPOConference attendees will have Wi-Fi access during the 2017 FOM/IT & EXPO! Thanks to a generous sponsorship, on behalf of OSIS, internet access will be available in ALL NACHC meeting rooms and the NACHC Registration area . Simply follow the easy steps listed below for access .

To Log In:

1 . Search for NACHC CONFERENCE and double click on it to connect . (No password will be required to connect to Wi-Fi .)

2 . Enter password: OSIS

3 . Open a web browser and the Welcome page and the Terms and Conditions of Use will appear .

4 . Once you have reviewed and accepted the Terms and Conditions of Use, you will be redirected to NACHC’s FOM/IT website, where you can begin browsing the Internet .

Time Limit:

Your internet access will have a time limit of three hours. You can reconnect immediately after the three hours by opening a new web browser window and accepting the Terms and Conditions of Use . If you are unable to access this page, disconnect the NACHC CONFERENCE network and connect again .

Note: NACHC cannot provide end-user support and personal assistance for PC configuration or troubleshooting; and does not screen or restrict access to any content placed on or accessible through the Internet.

Sponsored by

Visit us at Booth 105


EXPO: Your Solution CenterThursday, October 26 – Friday, October 27 • Celebrity 5

Meet one-on-one with NACHC exhibitors for an introduction to products and services that can help you build and manage your health care business! Network with other industry professionals and discover innovative practices that are making a difference in health centers across the country . And don’t forget, there are great prizes to win just by visiting the EXPO floor!

Note: For details about FOM/IT exhibitors and the solutions they are providing community health centers nationwide, refer to the Exhibit Guide on page xx of the conference program.

EXPO Schedule:

Thursday, October 26

10:00am – 6:30pm EXPO Hall Open

10:00am – 11:00am Dedicated Exhibit Only Time and Refreshment Break

12:30pm – 2:00pm Networking Time - Grab some lunch as you visit with Exhibitors

3:30pm – 4:00pm Refreshment Break

5:30pm – 6:30pm Conference Reception Join health center colleagues and EXPO

partners for cocktails and light fare at the 2017 FOM/IT Conference Reception . Make this an opportunity to collaborate with other professionals facing the same business challenges that you do, and explore unique solutions for tackling those challenges!

Friday, October 27

8:00am – 11:00am EXPO Hall Open

8:00am – 9:00am Continental Breakfast

10:30am – 11:00am Refreshment Break

NACHCopoly!

While networking with colleagues and exhibitors at the FOM/IT EXPO, make sure to play NACHCopoly for the chance to win great prizes!

It’s easy to play:

Step 1: You’ll find the EXPO game card in your registration bag . Simply visit all the exhibitors featured on the game card and collect their individual game pieces .

Step 2: Once you’ve collected all NACHCopoly game pieces from participating exhibitors, your game card is officially complete!

Step 3: Now just drop off your game card at the NACHC Booth, in the Celebrity Foyer, and you are automatically entered for a chance to go home with great prizes!

All completed game cards must be submitted to the NACHC Booth by 10:30am on Friday, October 27 to be

eligible for the prize drawings.

Prizes will be awarded at 10:45am on Friday in the EXPO Hall.

You MUST be present to claim all prizes.

NACHC gratefully acknowledges the following sponsor:

Tote Bags

®

NACHC gratefully acknowledges the following sponsor:

Lanyards

Visit us in Booth #115And stop by our Users Group Meeting

12:15 to 1:45 PMWednesday, October 25, 2017

www.eclinicalworks.com • [email protected] • 866-888-6929

Join Our Growing Family!More than 800 health centers rely upon eClinicalWorks to help them deliver quality care. Improved documentation, more efficient workflows, the latest in interoperability, and meeting reporting requirements — we do it all. Our

secure, cloud-based solutions for Patient Engagement and Population Health are essential tools for value-based care. Whether you are large or small,

rural or urban, see how we can help!

• The industry’s most advanced cloud EHR to transform your practice.

• Solutions for 50+ specialties, including dental, vision and behavioral health.

• We handle your billing needs — sliding fees, UB04, poverty guidelines, and more.

• Complete reporting tools for UDS, Title X, and state and local initiatives.


■ Finance ■ HIT ■ Operations/Management

Connect with your peers at a NACHC Electronic Health Record (EHR) User Group!

EHRs Currently Supported

Benefits of EHR User Groups✔ Connect with other health centers that use the same EHR

✔ Focus on issues and enhancements that are most important to health centers

✔ Led by health center, HCCN, and/or PCA staff on a voluntary basis

✔ Online forums to exchange ideas, lessons learned, and best practices

✔ Virtual and face-to-face meetings

✔ NACHC provides support via WebEx, conference calls, and meeting space at our major conferences

To learn more or to sign-up for NACHC EHR User Groups, please visit our website at http://www.nachc.org/usergroups.cfm.

Education Sessions At-A-Glance (as of September 29, 2017 and subject to change) NACHC supports several user groups, specifically for health centers, that

utilize select Electronic Health Record (EHR) programs.These user groups provide a vehicle for health centers to meet and discuss common issues, share experiences, and gain valuable insight on accomplishments and best practices.

■ eClinicalWorks

■ GE Centricity

■ NextGen Healthcare

■ Greenway Intergy

■ Greenway SuccessEHS

Wednesday, October 25, 20178:00am – 9:30am NACHC GE Centricity User Group

10:00am – 11:30am NACHC Greenway SuccessEHS User Group

12:15pm– 1:45pm NACHC eClinicalWorks User Group

2:30pm – 4:00pm NACHC NextGen Healthcare User Group

3:00pm – 5:00pm Registration

3:00pm – 5:00pm Speaker/Exhibitor Check-In

4:30pm – 6:00pm NACHC Greenway Intergy User Group

Thursday, October 26, 2017Celebrity 1-2 Celebrity 3 Celebrity 4 Melrose 3-4 Wilshire Ballroom

8:00am – 4:00pm Registration Sunset Foyer

8:00am – 4:00pm Speaker/Exhibitor Check-In Sunset 1

8:30am – 10:00am

IGS1 General Session Celebrity Ballroom

Sponsored by the 2017 Leader Sponsors

10:00am- 6:30pm EXPO Hall Open Celebrity 5

10:00am – 11:00am Dedicated Exhibit Only Time and Refreshment Break in EXPO Hall Celebrity 5

11:00am – 12:30pm

IThA1Your Health Center Billing Department: Highly Functioning or Not?

IThB1 Understanding the Drivers of Cost in the Supply Chain SystemSpecial Exhibitor Session

IThC1Analyzing Federal Funding Changes

IThD1Innovative Data Mining and Analytics: Population Health 2 .0

IThE1Using the Electronic Health Record to Address LGBT Disparities in Primary Care

Finance Operations Finance HIT HIT12:30pm – 2:00pm Networking Time in EXPO Hall — Grab some lunch as you visit with Exhibitors Celebrity 5

2:00pm – 3:30pm

IThA2 Practical Considerations When Adding a Site

IThB2 I’m Average at Everything and Not Excellent at Anything, But What If I Wasn’t?

IThC2Keeping It Simple: Using Data to Demonstrate the Value of Health Centers on One Page

IThD2Developing Your Skills as a Patient-Centered Manager

IThE2Successes in HIE

Special Exhibitor Session

Finance Finance Operations Operations HIT3:30pm – 4:00pm Refreshment Break in EXPO Hall Celebrity 5

4:00pm – 5:30pm

IThA3The New Compliance Manual and Its Impact on the Program Requirements

IThB3Using Technology to Improve Provider Retention

IThC3 The Intersection of Finance and Strategy: Forecasting and Re-Budgeting to Manage Uncertainty

IThD3If You Build It, They May Not Come: Expanding Primary Health Care in Health Care Deserts

IThE3An Innovative Teledermatology Approach to Improve Health Outcomes

Operations HIT Finance Operations HIT5:30pm – 6:30pm Conference Reception Celebrity 5


Friday, October 27, 2017Celebrity 1-2 Celebrity 3 Celebrity 4 Melrose 3-4 Wilshire Ballroom

8:00am – 12:30pm Registration Sunset Foyer

8:00am – 3:45pm Speaker Check-In Sunset 1

8:00am – 9:00am Continental Breakfast in EXPO Hall Celebrity 5

8:00am – 11:00am EXPO Hall Open Celebrity 5

9:00am – 10:30am

IFA1Building Your Personal Brand

IFB1Realizing the Importance of Actionable Intelligence and Analytics in Your CHC/FQHC

Special Exhibitor Session

IFC1Transforming Health Centers Into Innovative Market Leaders: The Results of a Nationwide Survey

IFD1 The Cost-Benefit Analysis of Pay for Performance

IFE1Revitalizing an FQHC, the Operational Plan, and the Health of the Community: A Case Study

Operations HIT Operations Finance Operations/Finance

10:30am – 11:00am Refreshment Break in EXPO Hall Celebrity 5

11:00am – 12:30pm

IFA2 340B Pharmacy: A Close Examination of the In-House Versus Outsourcing Pharmacy

IFB2Implementing Cloud Services in Production and Business Continuity Environments

IFC2 Grants Management: Financial Policy Considerations in Preparation for HRSA Site Visits

IFD2Implementation and Scalability of a Clinic-Based Medical Assistant Training Program to Improve Recruitment, Retention, and Continued Team-Based Care Transformation

IFE2Improving Quality Family Planning Service Provision Through Interoperability Solutions and Clinical Measures

Finance HIT Finance Operations HIT

12:30pm – 1:30pm Lunch (on your own)

1:30pm – 3:00pm

IFA3Essential Elements of Employee Retention

IFB3Why Clinical Coding Matters . . . The Impact on Future Compensation

IFC3 Medicare Update Including Medicare Cost Reporting and How It Intersects With Revenue

IFD3 CMS Emergency Preparedness Final Rule: Make Sure Your Health Center Is Ready

IFE3Telemedicine: When to Embark on an Alternate Care Delivery Model?

Operations Finance Finance Operations HIT

3:00pm – 3:30pm Pre-Happy Hour Half-Hour Break Celebrity Foyer

3:30pm – 5:00pm

IFA4Transformational Leadership for the FQHC Management Team

IFB4How Many Spreadsheets Does It Take to Run a Health Center?

IFC4Accounting Update: The New Revenue Recognition Standards, New Not-for-Profit Reporting Model, Final Lease Accounting Rule, and More

IFD4HIPAA Compliance After the First Health Center Settlement

IFE4Putting the Puzzle Together: A Creative Team-Based Approach to Employee Health Care Purchasing

Operations HIT Finance HIT Operations

NACHC Has Gone Green

All conference presentations and handouts will ONLY be available on the FOM/IT Mobile App .

Hard copies of presentations or handouts will not be provided . Presentations will be available for

download from the Mobile App one week prior to the conference start. Specific instructions for

accessing course materials will be sent to you in advance of the conference .


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10:00am – 6:30pm EXPO Activities Celebrity 5


12:30pm – 2:00pm Networking Time – Grab some lunch as you visit with Exhibitors


5:30pm – 6:30pm Conference Reception

Thursday, October 26, 2017

Education Sessions

Education sessions do not have prerequisites/prework unless otherwise noted within their descriptions.

NACHC is a nonpartisan and noncommercial organization . Conference speaker presentations may not necessarily reflect the views of NACHC and the presence of vendors, exhibitors, and sponsors does not constitute endorsement of their respective products or services .

8:30am – 10:00amGENERAL SESSION

IGS1 Celebrity BallroomKeynote Speaker

Sponsored by the 2017 Leader Sponsors

Jones LoflinAuthor, Motivational Speaker,

and Trainer

Jones Loflin is an internationally recognized speaker and trainer and the coauthor of Juggling Elephants and Getting to It, as well as the author of Getting the Blue Ribbon . He has developed and delivered solutions for many Fortune 500 companies in the areas of work-life satisfaction, time management, change, and leadership . Jones has made it his life’s work to deliver powerful ideas and practical solutions to individuals around the world so they can achieve more of what is most important to them . His books are described as “illuminating” and his presentations as “unforgettable .” In his 22 years as a speaker and trainer, Jones has helped countless people regain confidence in their abilities to achieve greater success in work and life .

Loflin will present Growing Forward When You Get Back. You already know how things could go at this conference . You’ll get excited about all the fantastic ideas you glean from the educa-tion sessions and networking with your peers . You’ll leave with a renewed sense of purpose, knowing you will transform your work in amazing ways . But then reality comes roaring back, and you slowly return to just maintaining the status quo . What if there was a way for things to be different this time? Our opening speaker says there is such a way… and you only have to remember four words: Grow, Cultivate, Prune, and Harvest.

In this powerfully practical and engaging session, expect to learn a myriad of tips and strategies on how to move your ideas into reality once you return home, including getting others on board with your change efforts . Let’s get growing!

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Thursday, October 26, 2017, continued

10:00am – 11:00amDedicated Exhibit Only Time Celebrity 5 and Refreshment Break in EXPO Hall

11:00am – 12:30pm SPECIAL EXIBITOR SESSION

■ IThB1 Celebrity 3Understanding the Drivers of Cost in the Supply Chain SystemCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Basic Topic: Operations

This session will cover the five areas where supply chain man-agement can reduce cost and drive efficiency in your center . Hear tips, best practices, and success stories for implementation of these strategies . You will understand the drivers of cost in the supply chain system, learn how to drive efficiency and formulary management across locations, as well as understand how to optimize GPOs and local contracts .

Learning Objectives: § Understand the importance of supply chain analytics and

what to look for . § Understand how to apply SKU standardization . § Acquire information on how to better leverage your contracts

and GPOs .

Presenter(s):Bob Piacine, Director, Eastern Community Health Centers, McKesson Medical-SurgicalJon Pildis, Vice President of Material Management, McKesson Medical-Surgical

Sponsored by

11:00am – 12:30pmEDUCATION SESSIONS

■ IThC1 Celebrity 4Analyzing Federal Funding ChangesCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of 330 grant regulations . Topic: Finance

There are several threats to health center funding at the federal level - the 330 funding cliff, repeal of the Medicaid expansion, and block grants/per capita caps . This session will present analytical tools to measure the financial impact of each potential change . Presenters will also evaluate strategies that health centers can develop now to address funding changes .

11:00am – 12:30pmEDUCATION SESSION

■ IThA1 Celebrity 1-2Your Health Center Billing Department: Highly Functioning or Not?CPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of FQHC billing . Topic: Finance

With ever-shrinking grant funding, billing incomes are the number one source of revenue for community health centers (CHCs) . As CHCs add new programs, open new access points, or operate in Medicaid expansion regions, the billing department grows not only in importance but in complications as well . This will become ever more critical with proposed changes to the insurance market in 2017 and beyond . This high-level overview gives CHC Leadership easy-to-use tools that allow them to measure and benchmark their organizations against similar CHCs in their own states as well as nationally . These tools will allow you to track payments per encounter, denial (nonpayment) rates, proper staffing, and the overall performance of your billing department .

Learning Objectives: § Understand the billing and collections process at a CHC

and how changes in the ACA affect this important source of revenue .

§ Analyze data available from different sources (billing systems, UDS Reports, etc .) to find trends, post-ACA, for those CHCs in Medicaid expansion states and those that did not expand .

§ Understand best practices and benchmarks in relation to billing and collections employed by CHC organizations nationally .

Presenter(s):Ray Jorgensen, MS, CPC, CHBME, Co-Founder and CEO, PMG



Learning Objectives: § Identify new strategies to address significant issues in your

health center . § Apply these principles to evaluate the potential impact in

federal funding changes . § Discover new or pending policy changes .

Presenter(s):Curtis Degenfelder, President, Curtis Degenfelder Consulting, Inc .

■ IThD1 Melrose 3-4Innovative Data Mining and Analytics: Population Health 2.0CPE: 1 .8 CME/CE/Governance: 1 .5

Level: Advanced Prerequisite(s): Knowledge of data mining and data analytic systems and experience working with FQHCs, PCAs, and/or HCCNs . Topic: HIT

Many community health centers have access to a plethora of data that are not fully utilized and analyzed . In collaboration with the University of California at Irvine (UCI) Division of Hematology, we sought to take a closer look at two rare blood disorders-- thrombocytosis and erythrocytosis . The initial screening for these disorders can be easily noted from a CBC with evidence of an elevated platelet count or hemoglobin level . We sought to run a data mining pilot project to delineate how many of our patients could potentially have these rare blood disorders .

In our initial data filter, there were about 100 patients who had elevated levels of platelets which will need further investigation . The researcher and hematologist/oncologist at UCI will also address our providers on this topic and our future research collaboration, as approximately 20 percent of these patients may also have an associated co-morbid inflammatory bowel disease and would benefit from genetic testing . This pilot project will demonstrate how partnerships between community health centers and major university research institutions can function in the future models of population health and data analytics/mining .

Learning Objectives: § Explain the advanced role of population health 2 .0 . § Identify the steps involved in undergoing a data analytic

approach (presented by an informatics health specialist) . § Elaborate on how to collaborate with major university

research organizations .

Presenter(s):Rodney Samaan, MD, MPH, Clinical Informatics and Innovation Director, Clinica Romero

■ IThE1 Wilshire BallroomUsing the Electronic Health Record to Address LGBT Disparities in Primary CareCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Basic Topic: HIT

LGBT people face stigma and related health disparities in health care . In spite of the advancements in LGBT acceptance and policy, many LGBT people remain largely invisible to their providers . Meaningful Use Stage 3 includes the requirement that all certified EHR systems have the capacity to record sexual orientation (SO) and gender identity (GI) . HRSA now requires that all FQHCs report SOGI data on their annual Uniform Data Systems (UDS) reports . Collecting SOGI data of patients is critical for health care organizations to provide a welcoming, inclusive environment and allow HCPs to better understand their LGBT patients .

Routine SOGI data collection in the EHR can be used to measure and track health outcomes at the individual and population levels . The EHR is an important tool for managing quality for populations and developing quality and monitoring reports, like a Transgender Dashboard, that can help reduce health dispari-ties . Experiences and processes of implementing changes within the EHR and workflows will be shared . Training all staff, including non-clinical staff, are key to the successful implementation of SOGI data collection and creating an LGBT inclusive environment in primary care .

Learning Objectives: § Describe how the customization of an EHR can improve com-

munication, data, and quality management activities includ-ing the collection and reporting of patient-level information, clinical outcomes, and better care coordination .

§ Understand the impact SOGI data collection will have on key stakeholders (patients, staff, and management) .

§ Identify methods to actively engage and educate staff on the importance of collecting SOGI data and how to do so, and its impact on health disparities .

Presenter(s):Alex Keuroghlian, Director, Education and Training Programs, Fenway Health CenterChris Grasso, Associate Director for Informatics and Data Services, Fenway Health Center

12:30pm – 2:00pmNetworking Time in EXPO Hall – Celebrity 5 Grab some lunch as you visit with Exhibitors



2:00pm – 3:30pmEDUCATIONS SESSIONS

■ IThA2 Celebrity 1-2Practical Considerations When Adding a SiteCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of 330 scope of services . Topic: Finance

Growth is a primary objective of most health center strategic plans and is often accomplished through the addition of new sites . Many organizations focus on the planning and construc-tion, and the excitement of that first day . But there are myriad regulatory steps to perform to ensure you receive appropriate payment for the services delivered at your new site . BPHC, Medicare, and Medicaid each have specific requirements, as do NCQA and other accrediting bodies . Incomplete or missing forms can delay eligibility for payment and result in cash flow challenges . Session presenters will discuss these various require-ments and provide a tool for tracking needed activities .

Learning Objectives: § Understand the various Medicare enrollment requirements . § Identify examples of state-specific Medicaid enrollment

requirements . § Develop a tool for ensuring the timely completion of all forms

and for predicting cash flow .

Presenter(s):Peter R. Epp, CPA, Partner and Community Health Centers Practice Leader, CohnReznick LLP Dolores Di Re, Manager, CohnReznick LLP

■ IThB2 Celebrity 3I’m Average at Everything and Not Excellent at Anything, But What If I Wasn’t?CPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of fiscal forecasting models . Topic: Finance

This workshop will take the operational results of an average health center and look at the risks of maintaining the status quo . Presently health centers have incentive to analyze their operational results and going forward they will have a need . The presenters will discuss the recent trends related to health center cost of care and model both the operational and financial effects of moving the needle up or down on various cost drivers .

Learning Objectives: § Understand the financial implications of total cost of care . § Identify ways that you might analyze your operating results . § Identify recent trends related to health care costs .

Presenter(s):Matthew Borchardt, Principal, CliftonLarsonAllen

■ IThC2 Celebrity 4Keeping It Simple: Using Data to Demonstrate the Value of Health Centers on One PageCPE: 1 .8 CME/CE/Governance: 1 .5


Demonstrating the value of a health center in a simple format is harder than it looks . The Massachusetts PCA, HCCN, and Capital Link worked together to produce a one-page, easy-to-read handout that highlights the data that presents health centers in a positive light . Figuring out which data to use and which to omit was difficult, but the end result is an easy-to-use, flexible document that can serve a variety of needs for any health center .

Learning Objectives: § Understand uses for different types of data . § Determine which data uses are appropriate in different

settings . § Select data specific for advocacy .

Presenter(s):Diana Erani, MBA, HCCN Director, Massachusetts League of Community Health CentersAllison Coleman, MBA, Chief Executive Officer, Capital Link

■ IThD2 Melrose 3-4Developing Your Skills as a Patient-Centered ManagerCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Experience hiring and managing staff . Topic: Operations

Managers play a key role in creating a patient-centered experi-ence . This session will give managers an action plan to redesign their management style so their processes are truly patient-cen-tered . Managers and administrators will leave with the ability to give constructive, objective, data-driven feedback to employees that will immediately start transforming their patient experience .

Learning Objectives: § Complete a self-assessment for patient-centeredness . § Develop measures for patient-centered management you can

immediately apply . § Use your self-assessment to develop an actionable plan

to measure your employees’ performance using patient-centered data .

Presenter(s):Adrienne Meier, RN, BSN, RN, Trainer, Coach, Coleman Associates


2:00pm – 3:30pmSPECIAL EXHIBITOR SESSION

■ IThE2 Wilshire BallroomSuccesses in HIE CPE: 1 .8 CME/CE/Governance: 1 .5


Review current trends in health information exchange (HIE), including regional and national successes that do or could impact CHCs . OCHIN has experience working in multiple states to improve interoperability for the FQHC and safety-net clinics they support . Meaningful Use requirements drive many focuses at the clinic level, but there are HIE opportunities available that can help with care coordination and could produce better patient outcomes .

Learning Objectives: § Identify current challenges in the national landscape of HIE . § Identify areas of interoperability where organizations have

been successful and the factors that made these areas successful .

§ Take suggestions back to your organization for improving care coordination .

Presenter(s):Ben Pierson, Health Information Exchange Program Manager, OCHIN

Sponsored by

4:00pm – 5:30pmEDUCATION SESSIONS

■ IThA3 Celebrity 1-2The New Compliance Manual and Its Impact on the Program Requirements CPE: 1 .8 CME/CE/Governance: 1 .5


In August 2017, HRSA issued the final Health Center Program Compliance Manual, providing a streamlined and consoli-dated resource to assist health centers in understanding and demonstrating compliance with the Program Requirements . The Manual replaces several Policy Information Notices (PINs) and Program Assistance Letters (PALs), consolidating guidance into one document addressing the elements of the Program Requirements, methodology for documenting compliance, and specific areas of flexibility . HRSA also indicated it is “field testing” a new assessment protocol aligned with the Manual, which, once final, will replace the current Health Center Program Site Visit Guide for assessing compliance during Operational Site Visits (OSVs) .

Of importance, the Manual was effective immediately upon publication . What does that mean for health centers with upcoming grant applications and OSVs? While the requirements outlined in the Manual continue to reflect the statutory and regulatory mandates, the Manual incorporates a new approach to “everyday “compliance, providing both specific steps to demonstrate compliance and explicit areas where health centers retain discretion to tailor their programs appropriately . Join FTLF as they explore key differences between the prior guidance, the Manual, and implications for health center operations . Participants will discuss “tips” to implement specific compliance steps and utilize the discretion afforded their specific projects .

Learning Objectives: § Understand the key differences between the prior guidance

and the new manual and its impact on OSVs . § Understand the specific steps necessary to demonstrate

compliance and areas where health centers retain discretion . § Identify the PINs and PALs that have been replaced by the

new manual and which current guidance is still effective .

Presenter(s):Marcie H. Zakheim, Esq., Partner, Feldesman Tucker Leifer Fidell LLP


3:30pm – 4:00pmRefreshment Break in EXPO Hall Celebrity 5



■ IThB3 Celebrity 3Using Technology to Improve Provider RetentionCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of EHRs and IT systems and familiar-ity with the use of scribes . Topic: HIT

Provider retention and reduced burnout are concerns for all community health centers . This session will share the experience of one health center and its data surrounding these issues . The Open Door Community Health Centers began implementation of Google Glass technology in Spring 2017 to connect remotely with scribes to improve their providers’ work/life balance . This session will include a demonstration of the devices, and device experts will be on site to answer questions from participants .

Learning Objectives: § Understand the infrastructure required to implement Google

Glass . § Understand the mistakes made by others to ensure a smooth

implementation . § Understand that allowing scribes into the health center is not

a one-type-fits-all situation .

Presenter(s):Stacy Watkins, Deputy Operations Director, Open Door Community Health CentersCharles Kitzman, Chief Information Officer, Shasta Community Health Center

■ IThC3 Celebrity 4The Intersection of Finance and Strategy: Forecasting and Re-Budgeting to Manage UncertaintyCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Advanced Prerequisite(s): Knowledge of 330 grant regulations . Topic: Finance

Health Center leadership must be able to analyze and act upon financial information as part of an overall approach to strategic decision-making . This training will focus on the use of forecast-ing, budgeting, and scenario planning to support leaders in recognizing the underlying economic logic of programs, and adapting quickly to ensure business model sustainability . The presenter will address current regulations and issues that impact health centers . The development and use of internal and exter-nal financial reports will be discussed with an emphasis on using financial information in decision-making . Tools and techniques of financial statement analysis, interpretation, and presentation will also be discussed and practiced during the session . This training is designed to improve financial fluency across agency leadership, including: the practice of critical and analytical thinking; the ability to synthesize and plan; the knowledge of how to evaluate and respond quickly; and the skills to effectively

communicate financial data . We will address the real challenges, problems, and opportunities of health centers dealing with and responding to the current economic environment .

Learning Objectives: § Develop and use financial forecasting and budgeting tools to

support an overall approach to strategic decision-making . § Identify techniques to effectively communicate financial

information with key decision-makers across your agency . § Define the underlying economic logic of your health center

business line and use that information to support and sustain a healthy business model for your health center .

Presenter(s):Brent Copen, CFO and EVP of Business Development, Tiburcio Vasquez Health Center

■ IThD3 Melrose 3-4If You Build It, They May Not Come: Expanding Primary Care in Health Care DesertsCPE: 1 .8 CME/CE/Governance: 1 .5


Federally Qualified Health Centers (FQHCs) are uniquely poised to leverage new health care funding to expand their capacity in underserved communities . To access these funds, FQHCs use their expertise and community assessments to determine where health care deserts exists; however just opening a new clinic in an underserved community does not guarantee that it will be highly accessed by the surrounding population . Since 2015, Brightpoint Health has opened six new clinics and increased its patients’ visits from 20,000 visits to 180,000 by year’s end . This session will discuss a four-point strategy for building a flourish-ing clinic . These strategies are: a traditional community-level marketing campaign, targeted outreach to community partners, integration of wrap-around and clinic services, and the incorpo-ration of local private physicians with pre-existing patient panels . This combined strategy is replicable in other communities and states, and offers key lessons learned that can be utilized in a variety of diverse settings .

Learning Objectives: § Apply successful growth practices in your FQHC . § Build a comprehensive and sustainable business develop-

ment strategy . § Evaluate local markets to determine best opportunities for

mergers, acquisitions, and affiliations to maximize patient growth .

Presenter(s):Jessica Diamond, MPA, CPHQ, Chief Population Health Officer, Brightpoint Health


■ IThE3 Wilshire BallroomAn Innovative Teledermatology Approach to Improve Health OutcomesCPE: 1 .8 CME/CE/Governance: 1 .5


Studies show that one out of every five Americans will develop skin cancer . Health center patients wait an average 180 days from a provider ordering a referral until a dermatology appoint-ment is scheduled, 75 days from when the dermatology appoint-ment is scheduled until the appointment occurs, and another 44 days from the dermatology appointment until a consult is received back from the dermatologist . This session will discuss how seven community health centers in Massachusetts collabo-rated on a two-year pilot project to test a triaging system that would reduce the number of unnecessary referrals and the wait time for a dermatological consultation .

This program has already seen some very positive outcomes and very serious and urgent cases are being caught much more quickly due to the triaging system . Successes and challenges related to operations and electronic medical record integration will be presented to participants for consideration as they plan their own implementation initiatives .

Learning Objectives: § Understand the positive health outcomes of implementing

teledermatology at a CHC . § Understand how to implement this type of program at a CHC . § Identify the challenges associated with trying to implement

an innovative teledermatology program .

Presenter(s):Carla Bettano, Consultant, Edward M . Kennedy Community Health CenterElizabeth Asai, Chief Executive Officer, 3Derm Systems, Inc .

5:30pm – 6:30pm SPECIAL EVENT

Conference Reception Celebrity 5

Join health center colleagues and EXPO partners for cocktails and light fare at the 2017 FOM/IT Conference Reception . Make this an opportunity to collaborate with other health center professionals who face the same business challenges that you do and discover innovative practices that are making a differ-ence in health centers across the country .

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Friday, October 27, 2017Education sessions do not have prerequisites/prework unless othewise noted within their descriptions.

8:00am – 11:00am EXPO Activities Celebrity 5



9:00am – 10:30amEDUCATION SESSION

■ IFA1 Celebrity 1-2Building Your Personal BrandCPE: 1 .8 CME/CE/Governance: 1 .5


Building brand recognition and credibility is usually associated with known organizations like Nike, Google, Apple, etc . Building and protecting a personal brand is no different . Whether you are just getting started in your career, climbing the ladder, or a seasoned C-Suite executive, personal brand is a 24/7 commit-ment to excellence . In this session, we discuss what you must do to build and protect your personal brand and the importance of this effort not only to you, but the organization you work for or lead . The presenter will explore what you need to do to assure your brand is aligned with your aspirations while helping you understand the landmines that can derail you along the way . You will leave with tips and tricks to help you build and protect your own brand as you move throughout your career .

Learning Objectives: § Identify the eight truths and elements of a personal brand . § Describe how to protect and nurture a personal brand while

gaining an understanding of the things that can create a derailment .

§ Identify techniques for building your personal brand over the course of your career .

Presenter(s):Gary Campbell, MBA, SPHR, Chief Executive Officer, Johnson Health Center

9:00am – 10:30amSPECIAL EXHIBITOR SESSION

■ IFB1 Celebrity 3Realizing the Importance of Actionable Intelligence and Analytics in Your CHC/FQHC CPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite: Intermediate knowledge of population health: the benefits, the importance, and the analytics behind realizing gaps in care . Topic: HIT

Markets report forecasts that the global population health management market will expand significantly during the period of 2016 to 2021 . This market is expected to reach USD 42 .54 Billion by 2021 from USD 13 .85 Billion in 2016, growing at a CAGR of 25 .2% .

Analytics are essential today for value-based care and day-to-day operations within a CHC/FQHC or health system . Analytics enable enhanced capabilities that you need to support your success in a transforming market place . EagleDream Health is NextGen’s new platform for driving enhanced analytics required for value realization . Join us to learn insights and understand what is going on with the patient across the universe of care, and what actions to take for optimal care management .

Learning Objectives: § Realize the importance of finding gaps in care . § Identify new ways to handle population health, specific to

CHCs/FQHCs . § Discuss real-life actionable intelligence stories and successes .

Presenter(s):Thomas Farmer, National Specialty Director, Community, Tribe Health, and PACE, NextGen Healthcare

Sponsored by

Need Help?We want to ensure that your attendance at this conference is an enjoyable experience .

If we can be of any assistance, please call on any member of the Meetings Team .Mary Hawbecker

Senior Vice President, NACHC Operations and Chief Financial Officer

Cynthia J. GadyAssociate Vice President

Tricia Fleisher Willhide, CMP, CEMDeputy Director

Narine HovnanianMeetings Manager

Helene SlavinMeetings Associate


9:00am – 10:30amEDUCATIONS SESSIONS

■ IFC1 Celebrity 4Transforming Health Centers Into Innovative Market Leaders: The Results of a Nationwide SurveyCPE: 1 .8 CME/CE/Governance: 1 .5


In 2016, Sage Growth Partners conducted a groundbreaking survey of community health center CEOs across the country . The 175 respondents provided insights and important baseline metrics on key performance indicators for health centers, including: Leadership, Financial Stability, Competition, Volume to Value, Partnerships, and Marketing . This session will address the key findings of the study .

The survey results demonstrate an opportunity for health center leaders to assess their organizations and become more competitive in the private marketplace while staying focused on their mission of serving underserved populations . Learn about highlighted strategies employed by health center leaders to not just be competitive business operators, but true market leaders . As health centers continue to face unprecedented change in their funding and payment models, the pressure to be innovative and to adapt quickly has never been more important .

Learning Objectives: § Understand how FQHC leaders view their operations - spe-

cifically, levels of financial sophistication, consideration of alternative payment models, competitive threats, potential partnerships, and ability to implement marketing initiatives .

§ Understand how FQHCs around the country are working to define their keys to success in their markets .

§ Translate the survey results to strategies for your own location .

Moderator:Dan D’Orazio, President, Sage Growth Partners

Presenter(s): Scott Rosenthal, Chief Executive Officer, Northeastern Oklahoma Community Health Centers, Inc .Merrill R. Thomas, MBA, President/CEO, Providence Community Health Centers, Inc .Charles Kitzman, Chief Information Officer, Shasta Community Health Center

■ IFD1 Melrose 3-4The Cost-Benefit Analysis of Pay for PerformanceCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of pay-for-performance contracting . Topic: Finance

This session will cover a high-level, cost-benefit analysis of health centers preparing for pay for performance . The first sec-tion will be devoted to identifying potential pay-for-performance revenue, from both process-based and outcomes-based sources . The second section will identify costs associated with organi-zational improvement, and tracking how these improvements impact outcomes . The presenter will also analyze health center internal costs versus utilizing network infrastructure .

Learning Objectives: § Measure the strategic and economic cost of pay-for-perfor-

mance plans from an organizational perspective . § Establish tools for evaluating current methodologies and

developing more effective compensation strategies . § Identify colleagues whom you can contact after the confer-

ence to continue problem-solving .

Presenter(s):Curtis Degenfelder, President, Curtis Degenfelder Consulting, Inc .

■ IFE1 Wilshire BallroomRevitalizing an FQHC, the Operational Plan, and the Health of the Community: A Case StudyCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Basic Topic: Operations/Finance

In an age when funding for health care is uncertain, this session highlights a case study of a Federally Qualified Health Center (FQHC) that succeeded in developing a Patient-Centered Medical Home model as part of transitioning their location . Through the process, Family Healthcare of Hagerstown was able to increase patient access and expand physical capacity to increase services, resulting in higher volume, increased patient satisfaction, higher physician retention, and greater personal accountability in individual care .

Attend this session to learn how Family Healthcare of Hagerstown determined financial feasibility, appropriate site and space planning, market validation, and rebranding as part of their pre-planning efforts . Presenters will highlight how this FQHC not only revitalized its space and patient experience, but also its community, by repurposing an abandoned building .

Friday, October 27, 2017, continued


Learning Objectives: § Describe financial feasibility, market validation, and service

rationalization processes driven by community needs . § Identify successful tactics to improve patient satisfaction

and experience while keeping value and cost of care as top priorities .

§ Explore the place of a new FQHC in population health improvement of the greater community .

Presenter(s):Jenne Meyer, PhD, Vice President, Brand, ERDMANKim Murdaugh, MA, Executive Director, Family Healthcare of HagerstownMichael McKay, AIA, ACHE, EDAC, LEED AP, VP and Senior Architect, ERDMANRyan Nestrick, Director, Advance Planning, ERDMANJennifer Edmonds, Market Intelligence Analyst, ERDMAN

■ IFB2 Celebrity 3Implementing Cloud Services in Production and Business Continuity EnvironmentsCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of IT systems and concepts related to cloud technology . Topic: HIT

This session will outline the considerations for utilizing cloud technologies to enhance disaster recovery and business continu-ity planning for health care organizations . Presenters will outline the concerns and issues related to cloud integration, and “proof of concept” example projects will be demonstrated .

Learning Objectives: § Understand the differences between data backups, disaster

recovery, and business continuity and the level of protections offered by each solution .

§ Develop a list of both “line of business” and support/corpo-rate systems that should be considered for cloud integration .

§ Understand the concerns and limitations of cloud integration into your business continuity plan (BCP) .

Presenter(s):Dev Watson, Chief Information Officer, Georgia Association for Primary Health CareTimothy Roark, Chief Technology Officer, Georgia Association for Primary Health Care

■ IFC2 Celebrity 4Grants Management: Financial Policy Considerations in Preparation for HRSA Site VisitsCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Prerequisite(s): Topic: Finance

Session presenters will review the Financial Capacity Review document, currently utilized by the Division of Financial Integrity (DFI) of HRSA, to analyze financial policies and procedures in place at health centers . This document contains 17 management control areas that HRSA believes will ensure that grant recipients have policies in place that are compliant with the Uniform Grants Guidance and the Department of Health and Human Services (HHS) Grants Policy Statement . Special consideration will be made for findings most commonly disclosed in single audit reports, HHS Office of Inspector General reports, HRSA Operational Site Visit reports, and DFI grant reviews which are designed to ensure health centers have safeguards in place for the appropriate financial stewardship of federal funds .


10:30am – 11:00am Refreshment Break in EXPO Hall Celebrity 5

11:00am – 12:30pmEDUCATION SESSIONS

■ IFA2 Celebrity 1-2340B Pharmacy: A Close Examination of the In-House Versus Outsourcing PharmacyCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of the 340B Program . Topic: Finance

There are many considerations involved in deciding to have an in-house pharmacy or to use a contract 340B pharmacy . A “con-tract pharmacy” is a pharmacy that is owned by an organization other than the health center . Contract pharmacies include both large retail chains and independent community pharmacies . When deciding whether to use an in-house pharmacy, one or more contract pharmacies, or a combination of both, at a minimum an FQHC should consider several factors . This session will discuss the pros and cons of both models .

Learning Objectives: § Identify key compliance responsibilities for in-house and

contract 340B pharmacies . § Understand the impact on patient access with each 340B

model . § Understand upfront and ongoing costs for both contract and

in-house 340B pharmacies .

Presenter(s):Sue Veer, MBA, CMPE, Chief Executive Officer, Carolina Health Centers, Inc .Scott W. Gold, CPA, Partner, BKD, LLP

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Learning Objectives: § Identify language that HRSA feels “must” be included in

financial policies . § Understand rules surrounding record keeping in the general

ledger related to grant funds, time and effort reporting, and property and procurement standards .

§ Identify the revisions to the Uniform Grant Guidance Compliance Supplement for 2017, specifically sliding fee and UDS testing, along with common single audit findings .

Presenter(s):David C. Fields, CPA, CMA, CFM, Senior Manager, BKD, LLPCatherine Gilpin, CPA, Senior Managing Consultant, BKD, LLP

■ IFD2 Melrose 3-4Implementation and Scalability of a Clinic-Based Medical Assistant Training Program to Improve Recruitment, Retention, and Continued Team-Based Care TransformationCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Experience with hiring, onboarding, and training staff . Topic: Operations

Currently, training programs for medical assistants (MAs) have not caught up with the national move toward Patient-Centered Medical Home recognition and value-based care . Therefore, recruiting MAs trained for these advanced roles is challenging . Moreover, the leading primary care agencies bear the burden to provide extensive practical training for individuals they hire . These challenges result in extra recruitment and training costs, inefficiencies from staffing shortages, and lack of proper support for providers . A response is to create clinic-based training for MAs .

Implementing an academic training program from the ground up requires a significant commitment and investment of resources: financial and human capital . Projections during the planning and initial start-up year for the National Institute for Medical Assistant Advancement (NIMAA) indicated a substantial need and demand for this service . While the initial investment was significant, it was projected that once the program was up and running the payback would be fairly rapid and that, over time, the project would offer significant return on investment that could be used to further support the mission of the health centers along with ensuring a viable answer to the challenge of recruiting highly-trained individuals into these more advanced MA roles .


Learning Objectives: § Discuss the challenges regarding the recruitment and

retention of MAs in roles at clinics defined as Patient-Centered Medical Homes .

§ Understand how an MA training program was designed and implemented from the ground up to ensure enhanced education for MAs .

§ Understand the financial analysis required to project return on investment when reviewing and supporting innovative initiatives .

Presenter(s):Mary Blankson, APRN, DNP, FNP-C, Chief Nursing Officer, Community Health Center, Inc .Robert Block, CPA, MS, Chief Financial Officer, Community Health Center, Inc .Tillman Farley, MD, Executive Vice President for Medical Services, Salud Family Health CentersTeri Brogden, Education and Training Design Director, Salud Family Health Centers

■ IFE2 Wilshire BallroomImproving Quality Family Planning Service Provision Through Interoperability Solutions and Clinical MeasuresCPE: 1 .8 CME/CE/Governance: 1 .5


Health centers play an integral role in the provision of family planning services to reproductive-aged women and men . To support delivery of family planning in FQHC settings, the Office of Population Affairs is laying the foundation for new eMeasures, for contraceptive care, that measure the percentage of repro-ductive-aged women provided a most effective (i .e ., sterilization, contraceptive implants, intrauterine devices or systems) or moderately effective (i .e ., injectables, oral pills, patch, ring, or diaphragm) contraceptive method and who have access to long-acting reversible contraceptive methods .

A core set of family planning and reproductive health data elements needed to calculate the measures, including new data elements for pregnancy intention, sexual activity, and contraceptive method provided during a clinical encounter, have been mapped to new and existing code sets (including LOINC, SNOMED CT, and RxNorm) . Also, two interoperability mecha-nisms, one that is based in Consolidated Clinical Document Architecture (CCDA) and one that utilizes Fast Healthcare Interoperability Resources (FHIR), are being developed to capture standardized, patient-level data on family planning and reproductive health . Health centers can use these measures to improve the provision of quality family planning services to their clients and ensure these clients have access to the full range of contraceptive methods .



Learning Objectives: § Describe new clinical eMeasures that can be used to monitor

family planning service provision within the health center context .

§ Explain the data elements needed to use the contraceptive care measures for quality improvement .

§ Describe the two interoperability mechanisms that will be available for capturing family planning service provision in electronic health records .

Presenter(s):Emily Decker, MPH, Health Scientist, U .S . Department of Health and Human ServicesBrittni Frederiksen, PhD, MPH, Health Scientist, U .S . Department of Health and Human ServicesStephen Hasley, MD, Chief Medical Informatics Officer, American College of Obstetricians and Gynecologists

Learning Objectives: § Design a New Employee Orientation Program that introduces

new hires to the organization, its key people, and policies and procedures .

§ Create a New Employee Onboarding Program which will set new employees up for success in their initial first few months .

§ Positively impact your organization’s ability to retain its talent, increase employee engagement, and curb the expense associated with employee turnover .

Presenter(s):Paul Kopack, Director of Human Resources, Johnson Health Center

■ IFB3 Celebrity 3Why Clinical Coding Matters... The Impact on Future CompensationCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Basic Topic: Finance

Value-based care and quality payment models have made coding an integral part of the Medicare Access and CHIP Reauthorization Act (MACRA), Merit-Based Incentive Payment System (MIPS), and Quality Payment Program (QPP) . While CHCs are eligible, but not obligated to report via QPP and penalties for 2017 data do not impact CHC PPS payments, CHC exclusion won’t last forever . Learning how current CHC coding/billing patterns impact how your organization, individually, and CHCs, collectively, are perceived may change the historic CHC tune of “coding does not matter .”

During this session, attendees will gain a better understanding of the evolution and the future of the value-based care national landscape including the insurance industry perspective . Leave with tools that allow you to execute an effective ‘top-down’ QPP game plan including ICD-10 coding specifics and physician documentation improvement .

Learning Objectives: § Better understand the past and future implications of value-

based care models . § Grasp the importance of clinical coding in fiscal success as we

move towards QPP . § Create a ‘top-down’ education plan to ensure success in the

face of QPP .

Presenter(s):Ray Jorgensen, MS, CPC, CHBME, Co-Founder and CEO, PMG

12:30pm – 1:30pmLunch (on your own)


■ IFA3 Celebrity 1-2Essential Elements of Employee RetentionCPE: 1 .8 CME/CE/Governance: 1 .5


This session explores the extraordinarily high cost of employee turnover and offers some practical solutions to provide both the organization and the new employees a greater likelihood of hav-ing made a great mutual decision . Through both new employee orientation and onboarding, the process of connecting the new hire to the organization occurs . To the extent that we get it right, we greatly heighten our chances of retaining the new hire in our organization . We’ll discuss the investment we need to make if we wish to decrease employee turnover . And it doesn’t end once the employee has been with your organization for a while . We’ll explore the power behind ‘stay interviews’ with all of our existing employees, and how our staff follow and advance through relationships .


■ IFC3 Celebrity 4Medicare Update Including Medicare Cost Reporting and How It Intersects With RevenueCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of the CMS FQHC cost report . Topic: Finance

As the population ages and the Medicare percentage of total patients increases for most community health centers, a focus on optimizing revenue from this important payer continues . This session will explore the key drivers of Medicare revenue including G-Code rate development, Chronic Care Management (CCM), and others . Presenters will discuss completion of the Medicare cost report and how the information from that completed report can be used to help monitor your performance and provide you with information on opportunities with this important program .

Learning Objectives: § Recognize the importance of an accurately completed

Medicare cost report to use as a management decision tool . § Identify the key drivers of Medicare revenue and tips and hints

to help ensure that Medicare revenue has been optimized . § Understand the need to have a Medicare strategy so that

opportunities to increase Medicare market share are utilized .

Presenter(s):Jeffrey Allen, CPA, Partner, BKD, LLPRebekah Wallace Pardeck, CMPE CPC MCS-P, Director, BKD, LLP

■ IFD3 Melrose 3-4CMS Emergency Preparedness Final Rule: Make Sure Your Health Center Is ReadyCPE: 1 .8 CME/CE/Governance: 1 .5


The Centers for Medicare & Medicaid Services (CMS) released its long-awaited final rule establishing emergency preparedness requirements for 17 health care providers and suppliers partici-pating in Medicare and Medicaid programs, which specifically includes federally qualified health centers . The rule establishes consistent emergency preparedness requirements across pro-vider types . The rule went into effect on November 16, 2016, and Medicare and Medicaid participating providers and suppliers, including health centers, must comply by November 17, 2017 .

The new rule is far-reaching and requires providers to conduct annual risk assessments and develop emergency plans . Providers must develop and implement policies and procedures to successfully execute their emergency plans, while addressing risks identified during their most recent assessment phase . Providers must also establish a communications plan to communicate and coordinate patient care within and outside


their facilities during an emergency . Finally, providers must demonstrate ongoing training and testing of their emergency management programs, including conducting exercises .

This session, led by FTLF attorney Dianne Pledgie and Primary Care Emergency Preparedness Network’s (PCEPN’s) Lead Liaison Alexander Lipovtsev, will discuss the four core elements included in the new rule and the implications for health centers:

§ Risk Assessment and Emergency Planning § Communications Plan § Policies and Procedures § Training and Testing Program

Learning Objectives: § Articulate the four core elements of the CMS Emergency

Preparedness Rule . § Evaluate your organization’s compliance with the four core

elements of the CMS Emergency Preparedness Rule . § Identify internal resources and processes necessary to

maintain compliance with the CMS Emergency Preparedness Rule .

Presenter(s):Dianne Pledgie, Esq., Compliance Counsel, Feldesman Tucker Leifer Fidell LLPAlexander Lipovtsev, LCSW, Lead Liaison, Primary Care Emergency Preparedness Network

■ IFE3 Wilshire BallroomTelemedicine: When to Embark on an Alternate Care Delivery Model?CPE: 1 .8 CME/CE/Governance: 1 .5


As medical practices move from a fee-for-service reimbursement environment to fee-for-value reimbursement, it is increasingly important for the financial health of the organization to be able to optimally manage the health of the practice’s patient popula-tion in a cost-effective manner . For a community health center (CHC) practice, the decision to offer medical services virtually, however, does not come without significant organizational com-mitment and investment cost . From a clinical perspective, virtual care requires physician acceptance of a paradigm shift in how a relationship is established between patient and physician . From a financial perspective, key areas of concern are: (1) return on investment (ROI) projections; and (2) the potential implications of not offering a virtual visit solution .

This presentation seeks to: provide a review of existing literature on the topic of telemedicine with a focus on synchronous virtual encounters in primary care; evaluate experiences of primary care practices; and, ultimately, provide additional knowledge to assist practice administrators and key stakeholders in decision-making and strategic planning as it relates to the value of virtual visits to the future of their organizations .


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Learning Objectives: § Understand how virtual visits can be utilized effectively in the

primary care setting . § Understanding the ROI from the clinical and patient perspec-

tives in utilizing virtual visits . § Reimbursement in the fee-for-service model, as well as the

opportunities in the value-based payment model .

Presenter(s):Benjamin Lefever, President, Certintell, Inc .Huzefa Dossaji, PharmD, Executive Vice President, Certintell, Inc .Mary Zelazny, Chief Executive Officer, Finger Lakes Community Health

■ IFB4 Celebrity 3How Many Spreadsheets Does It Take to Run a Health Center?CPE: 1 .8 CME/CE/Governance: 1 .5


We are told just about every day in health care that data is the future, we need to get better at data, we need to justify our knowledge with data, and we need data to receive funding in the future . But how are we handling data today? Are we still working with multiple spreadsheets? Inputting data by hand? If we are unable to handle the little day-to-day encounters with data, is there any hope for us when the viability of the health center depends on reporting large amounts of data on a daily basis? Creating a culture where analysts understand the data cycle will be a defining characteristic of successful health centers .

Many of us understand the revenue cycle, but alongside this and other business processes is the data cycle . This cycle involves how the various bits and pieces of information flow throughout our electronic environments (and sometimes paper environ-ments) . This cycle is full of opportunities for efficiency that we overlook in our day-to-day activities . Directors and managers don’t have the time to find and improve the data cycle . This is where we need to have analysts be the eyes on the front lines of the health center .

Learning Objectives: § Identify the data cycle in the health center operations . § Identify how mismanaging data can cost the health center

money . § Utilize all employees as analysts to improve the data cycle .

Presenter(s):Eric Eckhart, Sr., IT Data Analyst, Golden Valley Health Centers

■ IFC4 Celebrity 4Accounting Update: The New Revenue Recognition Standards, New Not-for-Profit Reporting Model, Final Lease Accounting Rule, and MoreCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of the PDSA process . Topic: Finance

There are several large accounting and reporting changes on the horizon and it will be important for CHC finance departments to be ready . In February 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-02, Leases (Topic 842), the long-awaited new standard on lease accounting . Lessees will now recognize assets and liabilities on their balance sheet for all leases with terms of more than 12 months . In August 2016, the FASB released ASU 2016-14, an NFP accounting standard for financial reporting . This marks the

3:00pm – 3:30pmPre-Happy Hour Half-Hour Celebrity Foyer Break


■ IFA4 Celebrity 1-2Transformational Leadership for the FQHC Management TeamCPE: 1 .8 CME/CE/Governance: 1 .5


Leadership is the ability to inspire individual and organizational excellence, create a shared vision, and successfully manage change to attain an organization’s strategic ends and successful performance . Transformational leadership is defined as a leader-ship approach that causes change in individuals and social systems . In its ideal form, it creates valuable and positive change in the followers with the end goal of developing followers into leaders . This session will focus on transformational leadership and the competencies and domain areas necessary to success-fully and effectively lead in FQHC organizations .

Learning Objectives: § Successfully lead change . § Learn and lead simultaneously . § Groom and develop future leaders .

Presenter(s):Barrett Hatches, PhD, President, Hatches Consulting, LLC


largest change to NFP financial reporting in 20 years . And ASU 2014-09, Revenue from Contracts with Customers (Topic 606) was released which impacts revenue recognition . This was followed up by guidance issued from the AICPA specific to health care organizations . It will be beneficial to have a good understanding of these three significant changes as they all are implemented over the next two to three years .

Learning Objectives: § Understand the new NFP financial reporting standard issued

by the FASB . § Understand the new lease accounting standard as issued by

the FASB . § Understand the new revenue recognition standard as issued

by the FASB and the related guidance issued by the AICPA .

Presenter(s):David C. Fields, CPA, CMA, CFM, Senior Manager, BKD, LLPScott W. Gold, CPA, Partner, BKD, LLP

■ IFD4 Melrose 3-4HIPAA Compliance After the First Health Center SettlementCPE: 1 .8 CME/CE/Governance: 1 .5

Level: Intermediate Prerequisite(s): Knowledge of HIPAA/HITECH and IT Systems and experience working with FQHCs, PCAs, and/or HCCNs . Topic: HIT

In April 2017, the Office for Civil Rights (OCR) announced a $400,000 HIPAA settlement with a federally qualified health center . Although the health center responded appropriately to an email phishing incident affecting over 3,000 patient records, OCR found that the health center failed to complete the required risk assessment process and it failed to implement any cor-responding risk management plans to address the risks and vulnerabilities identified in a risk analysis . With each settlement announced, OCR is sending a message to similar health care entities and this time the message was clearly directed at health centers . In this session, we’ll review the health system settlement and several other recent settlements to identify enforcement trends, settlement trends, and lessons learned .

Learning Objectives: § Identify key HIPAA Privacy and Security Rule enforcement

actions relevant to health centers and other community providers .

§ Understand risk assessment and risk management require-ments under HIPAA .

§ Draft activities related to HIPAA risks for inclusion in your health center’s compliance work plan .

Presenter(s):Dianne Pledgie, Esq., Compliance Counsel, Feldesman Tucker Leifer Fidell LLP


■ IFE4 Wilshire BallroomPutting the Puzzle Together: A Creative Team-Based Approach to Employee Health Care PurchasingCPE: 1 .8 CME/CE/Governance: 1 .5


Choosing an employee health plan should be a collective decision-making process involving employees, HR, leadership teams, and board members . But, often it gets punted to a few individuals and rushed through right before renewals are due . As a result, organizations may not be getting the best financial deal, and employees may face unexpected – and possibly unwelcome – changes in their plans . With health care as both one of the largest line items on an organization’s budget and the most important benefit for employees, this is far from a best practice for health care purchasing .

One solution is to establish a health care purchasing feedback program . Starting with a small group of decision-makers, a feed-back program can reach out to all audiences in an organization to solicit input on potential health insurance plans . By engaging a diverse group in the process, CHCs are ensured that all voices are heard when making critical decisions about what health care program best serves the organization and the employees .

This interactive workshop will delve into health care purchasing feedback programs, specifically focusing on one CHC’s experi-ence with this model and how it created early buy-in across all audiences for a completely new – and wholly beneficial – partial self-insurance program .

Learning Objectives: § Understand how a health care purchasing feedback program

can create a sense of ownership and satisfaction with benefits across all internal audiences .

§ Identify the various data collection methods involved with a health care purchasing feedback program and how to use them effectively in the decision-making process .

§ Understand why it’s critical to start early and the strategies for engaging with all audiences in manageable ways .

Presenter(s):Kricket Zaro, Human Resources Director, West County Health Center

ARE YOU READY?


Key to Moderators and Presenters

Ad Index

Allen, Jeffrey - IFC3Asai, Elizabeth - IThE3

Bettano, Carla - IThE3Blankson, Mary - IFD2Block, Robert - IFD2Borchardt, Matthew - IThB2Brogden, Teri - IFD2

Campbell, Gary - IFA1Coleman, Allison - IThC2Copen, Brent - IThC3

Decker, Emily - IFE2Degenfelder, Curtis - IThC1, IFD1Di Re, Dolores - IThA2Diamond, Jessica - IThD3D’Orazio, Dan - IFC1Dossaji, Huzefa - IFE3

Eckhart, Eric - IFB4Edmonds, Jennifer - IFE1Epp, Peter R . - IThA2Erani, Diana - IThC2

Farley, Tillman - IFD2Farmer, Thomas - IFB1Fields, David C . - IFC2, IFC4Frederiksen, Brittni - IFE2

Gilpin, Catherine - IFC2Gold, Scott W . - IFA2, IFC4Grasso, Chris - IThE1

Hasley, Stephen - IFE2Hatches, Barrett - IFA4

Jorgensen, Ray - IThA1, IFB3

Keuroghlian, Alex - IThE1Kitzman, Charles - IThB3, IFC1 Kopack, Paul - IFA3

Lefever, Benjamin - IFE3Lipovtsev, Alexander - IFD3Loflin, Jones - IGS1

McKay, Michael - IFE1Meier, Adrienne - IThD2Meyer, Jenne - IFE1Murdaugh, Kim - IFE1

Nestrick, Ryan - IFE1

Piacine, Bob - IThB1Pierson, Ben - IThE2 Pildis, Jon - IThB1Pledgie, Dianne - IFD3, IFD4

Roark, Timothy - IFB2Rosenthal, Scott - IFC1

Samaan, Rodney - IThD1

Thomas, Merrill R . - IFC1

Veer, Sue - IFA2

Wallace Pardeck, Rebekah - IFC3Watkins, Stacy - IThB3Watson, Dev - IFB2

Zakheim, Marcie H . - IThA3Zaro, Kricket - IFE4Zelazny, Mary - IFE3

2018 NACHC Financial, Operations Management/Information Technology (FOM/IT) Conference & EXPO . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 athenahealth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26BKD, LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Centene Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 CohnReznick . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33eClinicalWorks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 McKesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Merino Computer Concepts, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21NACHC Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inside Front CoverNextGen Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 OCHIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19OSIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30par8o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Value in Benefits Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50 Value in Purchasing Dental Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Value in Purchasing Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Back CoverValue in Staffing Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Financial, Operations Management/Information Technology Conference & Expo

C O N F E R E N C E & E X P O


The National

Association of

Community Health

Centers

Would Like to

Thank the

Following

2017 FOM/IT Sponsors

for Their Support

Confirmed sponsors as of 9/27/17

2017 Leader Sponsors

®


EXPO: Your Solution CenterThursday, October 26 – Friday, October 27 • Celebrity 5

Don’t miss the opportunity to meet with NACHC exhibitors and discover new products and services to help you build and manage your health care business . And don’t forget to play NACHCopoly for the chance to win great prizes!

EXPO Schedule:Thursday, October 26

10:00am – 6:30pm EXPO Hall Open


12:30pm – 2:00pm Networking Time - Grab some lunch as you visit with Exhibitors


5:30pm – 6:30pm Conference Reception Join health center colleagues and EXPO partners for cocktails and light fare at the 2017 FOM/IT Conference

Reception . Make this an opportunity to collaborate with other professionals facing the same business challenges that you do, and explore unique solutions for tackling those challenges!

Friday, October 27

8:00am – 11:00am EXPO Hall Open



NACHCopoly!While networking with colleagues and exhibitors at the FOM/IT EXPO, make sure to play NACHCopoly for the chance to win great prizes!

It’s easy to play:

Step 1: You’ll find the EXPO game card in your registration bag . Simply visit all the exhibitors featured on the game card and collect their individual game pieces .

Step 2: Once you’ve collected all NACHCopoly game pieces from participating exhibitors, your game card is officially complete!

Step 3: Now just drop off your game card at the NACHC Booth, in the Celebrity Foyer, and you are automatically entered for a chance to go home with great prizes!

All completed game cards must be submitted to the NACHC Booth by 10:30am on Friday, October 27 to be eligible for the prize drawings.

Prizes will be awarded at 10:45am on Friday in the EXPO Hall.

You MUST be present to claim all prizes.

The FOM/IT EXPO is Your Solution Center for innovative tools and technologies, information and education, and practical solutions in the community health care marketplace.

Does your 340B program include referral prescriptions?

Is your documentation audit-proof?

Capture 340B benefits for your patients no matter who they need to see or where they need to go. With audit-

ready documentation and better patient care coordination.

Learn more at booth 706.

The market leader in referral management. w w w . p a r 8 o . c o m


Exhibitor Profiles� NACHC Member � National Health Center Week Sponsor

� Conference Sponsor � ViP/ViS/ViL/ViB/340Better Partner

340Basics � Booth 107

340Basics provides state-of-the-art, propriety web-based virtual inventory and compliance software . Through a secure interface with the client’s electronic medical record, only eligible claims are captured ensuring program integrity and compliance . Retrospective and point-of-sale claims are captured through switch level data from the pharmacy billing software which guarantees 100% capture of all 340B eligible claims .Colleen DiClaudio, 315 Madison Ave., Ste. 1804, New York, NY 10017Phone: (856) 723-3758 Email: [email protected]

501(c) Services � Booth 506

For 35 years, 501(c) Services has been managing unemployment programs for thousands of nonprofit reimbursing employers, including many community health care organizations nationwide . Please stop by our booth to learn about the many options your health care organization has, from cost-effective participation in the 501(c) Agencies Trust to fully insured options with UInsure – a first-of-a-kind admitted insurance product that provides first-dollar coverage for unemployment charges . Our mission is to save you time, money, and headaches on unemployment management!Heidi Posada, 400 Race St., Ste. 200, San Jose, CA 95126Phone: (408)-213-1142 Email: [email protected]

AccuVax Booth 711

AccuVax Vaccine Management System streamlines vaccine workflow, saves nursing time, minimizes vaccine waste, safeguards vaccine potency, and helps protect against medical errors . This system allows health care professionals to spend more time on higher value tasks such as caring for their patients and helps improve their bottom line .Ryan Quigley, 4350 Executive Dr., Ste. 120, San Diego, CA 92121Phone: (844) 878-6331 Email: [email protected]

Allied Powers, LLC Booth 707

Our product employs the latest in TENS technology . With a fully rechargeable lithium battery, our devices are portable and easy to use .Josh Greenman, 9474 Twister Trace St., Las Vegas, NV 89178Phone: (707) 951-4470 Email: [email protected]

Does your 340B program include referral prescriptions?

Is your documentation audit-proof?

Capture 340B benefits for your patients no matter who they need to see or where they need to go. With audit-

ready documentation and better patient care coordination.

Learn more at booth 706.

The market leader in referral management. w w w . p a r 8 o . c o m


athenahealth, Inc. � � � Booth 309

athenahealth offers network-enabled services for EHR, revenue cycle management, patient engagement, care coordination, and population health . Unlike conventional vendors, athenahealth combines performance insights from our 78,000-provider network with continually updated payer knowledge and administrative work to help our clients get paid more and paid faster, focus on patients, and thrive through change .Michaela Meyer, 311 Arsenal St., Watertown, MA 02472Phone: (617) 402-8148 Email: [email protected]

Benco Dental � � � Booth 300

Benco Dental, headquartered in Pittson, Pennsylvania, is THE largest privately owned, full-service distributor of dental supplies, dental equipment, and dental consulting in the U .S . Founded in 1930 by Benjamin Cohen, the company has remained family owned and focused on the unique mission of “delivering success, smile after smile .”John Lamb, 295 Centerpoint Blvd., Pittston, PA 18640Phone: (810) 908-2361 Email: [email protected]

BKD, LLP � � Booth 100

As a top-tier CPA and advisory firm, BKD, LLP helps community health centers nationwide with unique financial issues . BKD National Health Care Group provides audit, tax, and accounting outsourcing; operations consulting; cost-report preparation; strategic positioning; and Medicare and Medicaid, and third-party payer reimbursement consulting to thousands of health care providers, including approximately 250 CHCs . Experience objectivity and peace of mind from a firm with resources that bring insight and understanding to improve business performance .Jeff Allen, 910 E. St. Louis, Ste. 200, Springfield, MO 65806Phone: (417) 865-8701 Email: [email protected]

Blackbaud Booth 600

Blackbaud combines technology and expertise to help organizations achieve their missions . The company offers a full spectrum of cloud-based and on-premise software solutions and related services for organizations of all sizes including: fundraising, eMarketing, advocacy, constituent relationship management (CRM), financial management, payment services, analytics, and vertical-specific solutions . Kerry Farrell, 2000 Daniel Island Dr., Charleston, SC 29492Phone: (843) 654-2078 Email: [email protected]

Burri Law PA Booth 508

Burri Law PA specializes in employee benefits and related tax law for nonprofit institutions . Our key focus is compliance with the numerous regulatory requirements of ERISA and the ACA . It is difficult to find any “local” law firm with the necessary experience in this highly specialized field, more so for rural employers . Because of which, costly mistakes are often made . Ask Burri Law PA to help you with a review of your current compliance exposure .Dean Burri Esq., LLM, LLM, 630 Brooker Creek Blvd., Ste. 315, Oldsmar, FL 31677Phone: (813) 818-7600 Email: [email protected]


Callpointe Booth 807

Callpointe offers easy-to-use, web-based patient communication services for medical professionals to connect with their patients by phone, text, or email . Appointment reminders, recalls, and no-show messages are just a few of the services we offer using seamless integration with your scheduling software . Our services, dramatically reducing no-shows, help you regain lost revenue . An automated messaging service can be an invaluable part of an organization’s long-term strategy for growth and profitability .Dianna Santillanes, 3444 N. Country Club Rd., Ste. 200, Tucson, AZ 85716Phone: (888) 655-7300 Email: [email protected]

Capital Link Booth 405

Capital Link is a nonprofit organization that has worked with hundreds of health centers and primary care associations for over 18 years to plan capital projects, finance growth, and identify ways to improve performance . We provide innovative consulting services and extensive technical assistance with the goal of supporting and expanding community-based health care . Mark Lurtz, 40 Court St., 10th Fl., Boston, MA 02108Phone: (636) 244-3082 Email: [email protected]

Cardinal Health � Booth 407

At Cardinal Health, we strive to provide high-quality health care and pharmacy access to patients in their communities . Community health centers offer a comprehensive approach to keeping patients healthy by striving to be true Patient-Centered Medical Homes . Cardinal Health is proud to serve your community with local, passionate health care professionals .Rick McGraw, 7000 Cardinal Pl., Dublin, OH 43212Phone: (615) 553-3368 Email: [email protected]

Centene Corporation � � Booth 204

Centene Corporation, a Fortune 500 company, is a diversified, multi-national health care enterprise that provides a portfolio of services to government-sponsored health care programs, focusing on under-insured and uninsured individuals . Many receive benefits provided under Medicaid, including the State Children’s Health Insurance Program, as well as Aged, Blind or Disabled, Foster Care, and Long-Term Care, in addition to other state-sponsored programs, including Medicare . Centene operates local health plans, offering a range of health insurance solutions .Helen Bryson, 7711 Carondelet Ave., Ste. 600, St. Louis, MO 63105Phone: (202) 223-8010 Email: [email protected]

Certintell Telehealth � Booth 401

Our mission is simple: to help FQHCs/CHCs provide convenient health care access for their patients through secure messaging, image sharing (Dermatology store-and-forward), video visits on any device – and to receive full Medicaid reimbursement . Certintell integrates seamlessly with existing practice workflows and EHRs . Easily build web and mobile secure messaging, image sharing, and video visits into workflows to cut down on patient no-shows, increase patient satisfaction, and generate incremental revenue .Benjamin Lefever, 321 E. Walnut St., Ste. 202, Des Moines, IA 50309Phone: (515) 802-1281 Email: [email protected]


Clinical Intelligence Booth 801

Clinical Intelligence (CI) and its proprietary analytics solution, ClinView®, provide FQHCs with a network-wide BI system enabling insight on clinical performance while allowing leaders to address potential gaps in care . ClinView® also empowers FQHCs to generate the data necessary to prove the benefits and savings to insurance partners as well as a unified view to measure and identify opportunities, including performance incentives and shared savings plans .Scott Elliott Jaccard, 29 Flagship Ln., Live Oak Ste., Hilton Head Island, SC 29926Phone: (888) 341-1014 , ext. 120 Email: [email protected]

CNECT Booth 703

CNECT, a national group purchasing organization and certified Premier Sponsor, offers free access to a comprehensive savings portfolio that includes thousands of contracts covering all aspects of an organization’s purchasing from medical/surgical supplies to office furniture, car rentals, and cell phone services . Without compromising quality, we strive to leverage the lowest possible price on contracted services and products for our 7,000+ members, allowing them discounts and services specifically designed to enhance their financial strength .Rasaun Robinson, 7535 Metropolitan Dr., San Diego, CA 92108Phone: (619) 542-4331 Email: [email protected]

CohnReznick LLP � Booth 306

As one of the leading accounting, tax, and advisory firms in the United States, CohnReznick understands the fiscal and operational issues that community health centers face in light of health care reform . Our dedicated health care industry partners and professionals provide a wide range of audit, tax, and financial advisory services to help them address Affordable Care Act regulations, streamline costs, strengthen reimbursement and compliance processes, and improve performance .Peter Epp, 1301 Ave. of the Americas, New York, NY 10019Phone: (646) 254-7411 Email: [email protected]

Community Health Ventures � � � Celebrity Foyer

Community Health Ventures, offering the Value in Purchasing (ViP), Value in Staffing (ViS), Value in Laboratory (ViL), Value in Benefits (ViB), and 340Better programs, is the only NACHC-endorsed National Group Purchasing Program . Come visit us and see how to get discounted pricing for your staffing, medical, dental, office supplies and services; capital equipment; and injectibles . ViP, ViS, ViL, ViB, and 340Better partners offer the deepest discounts and the best products and services supporting community health centers .Danny Hawkins, 211 North Union St., Ste. 200, Alexandria, VA 22314Phone: (703) 684-3982 Email: [email protected]

Concordance Healthcare Solutions � Booth 605

Concordance Healthcare Solutions is your partner in patient care . We are dedicated to operating with the highest level of trust, integrity, and commitment while delivering dynamic, dependable service that increases operational efficiencies throughout every level of the supply chain . Concordance provides the technology and solutions that support the logistics, contracts, and processes behind the quality medical supplies and health care equipment that you need .Moshe Horowitz, 13400 Lakefront Dr., Earth City, MO 63045Phone: (347) 539-7154 Email: [email protected]


eClinicalWorks � � Booth 115

eClinicalWorks helps 700 health centers nationwide deliver affordable, evidence-based care with patient communication, referral management, hospital interoperability, population health, UB04 billing, UDS reports, and more .Kelli Smith, 2 Technology Dr., Westborough, MA 01581Phone: (508) 836-2700 Email: [email protected]

Equiscript Booth 503

Equiscript finds the patients who aren’t using your 340B contract pharmacies and offers a free home delivery solution with personalized patient care to increase patient adherence . Equiscript creates a home delivery option to complement your existing pharmacy network by increasing your capture rate and generating new 340B revenue .Ashley Iannarino, 1360 Truxton Ave., Ste. 300, North Charleston, SC 29405Phone: (843) 300-1933 Email: [email protected]

eSolutions Booth 809

eSolutions’ clearinghouse offers innovative, web-based solutions designed to accelerate the claim lifecycle . With enhanced editing, payer-specific scrubbing, and smarter eligibility verification, our online claims management delivers powerful analytics to put our clients in charge of their entire claims process . In addition to superior customer support, eSolutions offers connectivity to professional, institutional, dental, and workers’ compensation payers to seamlessly integrate with your practice management software for optimal workflow . John Nichols, 8215 W. 108th Ter., Overland Park, KS 66210Phone: (913) 815-6459 Email: [email protected]/claimremedi

Feldesman Tucker Leifer Fidell LLP Booth 505

For over 20 years, the attorneys at FTLF have provided face-to-face and online training to health centers, state/regional primary care associations, as well as other national organizations . FTLF’s HealthCenterCompliance.com provides health centers with access to a broad range of compliance and FTCA resources in a single location . From the NACHC Compliance Toolkit to in-depth articles and research libraries, the resources at HealthCenterCompliance.com have been developed by FTLF attorneys in collaboration with NACHC .Jaime Hirschfeld, 1129 20th St., NW, 4th Fl., Washington, DC 20036Phone: (202) 466-8960 Email: [email protected]

First American Healthcare Finance Booth 603

First American Healthcare Finance provides community health centers with simple, innovative leasing and financing solutions for projects ranging from dental, medical, and pharmacy equipment to IT and software services to facility upgrades and build-outs . First American is the U .S . equipment leasing and financing division of one of the country’s most stable banks, and is the first equipment financing service to achieve the HFMA Peer Reviewed designation and the AHA endorsement .Jessica Kerner, 225 Woodcliff Dr., Fairport, NY 14450Phone: (585) 643-3291 Email: [email protected]

®


GE Healthcare - EMR and Practice Management Solutions � Booth 205

GE Healthcare is a leading provider of IT solutions that help your community health center more efficiently deliver holistic care, dramatically streamline UDS reporting, and lead your organization through industry changes such as PCMH, ICD-10, and Meaningful Use . Stop by our booth to see how Centricity™ Practice Solution, an integrated EMR and practice management solution that is customizable, interoperable, and progressive, enables your community health center to connect productivity with care .Charles Neimeth, 40 IDX Dr., South Burlington, VT 05403Phone: (802) 355-8015 Email: [email protected]

Greenway Health � Booth 704

Greenway Health delivers smarter solutions for smarter health care . Our certified and fully integrated electronic health record, practice management, and interoperability solution helps improve care coordination, quality, and cost efficiency as part of a smarter, sustainable health care system . Thousands of providers across 30 specialties and sub-specialties use on-premise or cloud-based Greenway solutions in physician practices, clinics, and health systems .Greg Murchison, One Metroplex Dr., Ste. 500, Birmingham, AL 35209Phone: (888) 879-7302 Email: [email protected]

Health Center Gurus, LLC Booth 802

Health Center Gurus provides complete EHR and other CEO services for FQHCs because of our unique background in being founded by two experienced FQHC CEOs . Other services range from recruitment and HR services to AWV and CCM MACRA turnkey solutions .JMichael Baker, 4915 Waters Edge Dr., Raleigh, NC 27606Phone: (919) 522-4981 Email: [email protected]

Henry Schein � � � Booth 800

Henry Schein, Inc . is the world’s largest provider of health care products and services to office-based dental, animal health, and medical practitioners . We are dedicated to providing our customers with a value-added business and technology solutions . Henry Schein offers office-based practitioners a superior experience through expert advice, strategic resources, practice management software, and integrated solutions that enable the best quality patient care to enhance efficiency and productivity . Irfan Buddha, 135 Duryea Rd., Melville, NY 11747Phone: (201) 749-7068 Email: [email protected]/medical

HITCare Booth 808

HITCare offers valuable expertise in IT and EHR services for all aspects of health information technology and provides complete project management, coordination, and engineering services . Madeline Brown, 1310 Redwood Way, Ste. 125, Petaluma, CA 94954Phone: (707) 324-4870 Email: [email protected]


i2i Population Health � Booth 406

i2i Population Health is a KLAS leader in the delivery of actionable population health . i2i’s integrated PHM and analytics solutions have proudly served health care organizations for over 17 years . i2i offers a depth of experience gained from over 2,500 U .S . health care delivery sites across 35 states, supporting 20 million lives . With i2i, health plans leverage real-time clinical data from health centers to manage clinical and quality goals, improve risk scores, and reduce patient cost .Jill Furstenburg, 377 Riverside Dr., Ste. 300, Franklin, TN 37064Phone: (615) 561-1155 Email: [email protected]

InteCare, Inc. Booth 702

InteCare is a nonprofit administrative service organization specializing in payer contracting, enrollment, and credentialing with all payers, Medicaid, Medicare, and commercial plans specifically for FQHCs and CMHCs . Our C-level contracting experts will act on your behalf to develop a strategic plan to optimize your payer contracts and mix while our credentialing and enrollment team will act as your credentialing department and maximize your revenue cycle management .Kimberly Gray McDaniel, 8604 Allisonville Rd., Ste. 325, Indianapolis, IN 46250Phone: (317) 237-5770 Email: [email protected]

KaVo Kerr Group Booth 403

KaVo Kerr is a cohesive organization comprised of two global leaders united to provide dental excellence and serve as a single premier partner for the dental community . KaVo Kerr operates with a common vision inspiring and helping our customers, their patients, and our own associates realize their potential . KaVo Kerr offers solutions for endodontics, restoratives, treatment units, infection prevention, imaging, rotary, and instruments .Karen Lauder and Tracy Glenn, 11727 Fruehauf Dr., Charlotte, NC 28273Phone: (318) 259-8055 Email: [email protected]

McKesson Medical-Surgical � � � Booth 203

McKesson Medical-Surgical is pleased to continue our support this year . Bringing you more than 350,000 products you need, when you need them . We offer tools that help you manage costs and enhance patient care – all while providing insights and expertise to guide you through the changing world of health care . We deliver the right products and the right solutions to address today’s challenges, while preparing for tomorrow’s .Kathryn Gray, 9954 Mayland Dr., Richmond, VA 23233Phone: (804) 553-2241 Email: [email protected]

MedHelp, Inc. Booth 700

MedHelp, Inc . is a proven leader in FQHC and community health center revenue recovery services . Our revenue cycle management, credentialing services, and custom reporting solutions improve your ability to financially manage your facility, decrease A/R days, control and prevent denied claims, and optimize your cash flow . We operate as a true business partner with your facility!Lauren Gerber, 1530 Caton Center Dr., Stes.F-G, Baltimore, MD 21227Phone: (443) 498-3073 Email: [email protected]


MediQuire Booth 606

MediQuire helps both payers and providers simplify the transition from volume to value by offering a suite of tools focused on contract negotiation and insights to foster excellent provider performance . From services to help manage UDS reporting to tracking performance against P4P and shared savings contracts, MediQuire is aiding organizations in fostering a new age of quality .Melinda Whiteman, 333 W. 39th St., Ste. 1101, New York, NY 10018Phone: (309) 221-2711 Email: [email protected]

Merino Computer Concepts, Inc. Booth 409

Merino Computer Concepts provides organizations with live helpdesk support, 24/7 proactive monitoring, and IT infrastructure design and deployment in both on-premise and cloud environments .Jeff Poblano, 1822 W. Kettleman Ln., Ste. 4, Lodi, CA 95242Phone: (209) 365-6800 Email: [email protected]

Merritt Hawkins � � Booth 604

Merritt Hawkins is the largest permanent placement physician search and consulting company in the United States and is a company of AMN Healthcare (NYSE: AHS) . Celebrating over 25 years of service to the health care industry, Merritt Hawkins is acknowledged as the industry’s leading source of permanent physician recruiting expertise . Travis Singleton, 8840 Cypress Waters Blvd., Ste. 300, Dallas, TX 75034Phone: (800) 876-0500 Email: [email protected]

Midmark Corporation � Booth 307

Midmark Corporation is committed to enriching experiences between caregivers and their patients by bringing clinical spaces, technology, and workflows into harmony . We offer full lines of exam and procedures tables as well as workstations, casework, instrument processing, digital diagnostic solutions, and more – all designed to work together seamlessly . Midmark’s more than 1,600 teammates, worldwide, are dedicated to redefining the future of the clinical space and making a positive difference in the practice of health care .Jerry Stahl, 60 Vista Dr., Versailies, OH 45380Phone: (937) 526-8338 Email: [email protected]

National Association of Community Health Centers � Celebrity Foyer

The National Association of Community Health Centers (NACHC) is the leading membership organization representing the nation’s network of community-based health centers . Through NACHC, health centers have direct access to benefits and services tailored specifically to their needs and unique environments . Stop by our booth to learn more about NACHC and discover some of our new and exciting benefits, products, programs, and services . Maurice Denis, 7501 Wisconsin Ave., Ste. 1100W, Bethesda, MD 20814Phone: (301) 347-0400 Email: [email protected]


National Cooperative Bank � Booth 701

National Cooperative Bank (NCB) has over 35 years of experience serving the capital needs of health care, senior living, and aging services throughout the United States . NCB possesses the expertise to tailor transactions to meet its clients’ short- and long-term strategic objectives and is always seeking new innovations in long-term care . Complementing this financing capability, NCB provides a full suite of depository and cash management services .Bob Montanari, 2011 Crystal Dr., Ste. 800, Arlington, VA 22202Phone: (703) 302-1942 Email: [email protected]

Netgain Booth 810

Netgain is a health care-focused IT provider delivering private cloud solutions to community health centers across the country . Netgain is devoted to helping health care providers leverage IT toward their desired outcomes .Bill Hafdal, 720 W. Saint Germain St., St. Cloud, MN 56301Phone: (877) 797-4700 Email: [email protected]

NextGen Healthcare � � Booth 201

NextGen Healthcare helps community health centers improve collaborative coordinated care, patient en-gagement and outcomes with integrated technology solutions for medical, dental, and behavioral health . We empower CHCs to nurture measurably healthier communities at lower cost for success in new value-based care models . Cost-effective solutions and expertise include integrated EHR, practice management, interoper-ability, patient engagement and population health, care management, and analytics, as well as revenue cycle billing, collections, claims, and managed cloud services .Tom Farmer, 795 Horsham Rd., Horsham, PA 19044-1208 Phone: (215) 657-7010 Email: [email protected]/chc

Nonstop Administration and Insurance Services, Inc. � � � Booth 208

The Nonstop Wellness program, from Nonstop Administration and Insurance Services, Inc ., deflates the annual costs of health care for community health centers while eliminating all deductible costs, copays, and coinsurance . Our mission is to ensure the growth and sustainability of CHCs – starting with the health and well-being of their people . Nonstop is a proud partner in the Value in Benefits program with Community Health Ventures, the business affiliate of NACHC . Learn more about this partnership at www .nonstopwellness .com/value-in-benefits .Jody Schreffler, 2300 Clayton Rd., Ste. 1450, Concord, CA 94520Phone: (877) 626-6057 Email: [email protected]

NP Solutions, Inc. Booth 804

For the past 25+ years, NP Solutions has been helping community health centers improve their fiscal transparency, raise more funds, and receive more grants through the use of our affordable and easy-to-use software and services . We encourage you stop by our booth and learn more about the benefits NP Solutions brings to your organization .Bill O’Brien, 11651 Sterling Ave., Ste. J, Riverside, CA 92503Phone: (951) 351-3115 Email: [email protected]

The Nonstop Wellness program, from Nonstop Administration and Insurance Services, Inc., deflates the annual costs of health care for community health centers while improving employee benefits and eliminating all deductible costs, copays, and coinsurance. Our mission is to ensure your CHC’s growth and sustainability – starting with the health and well-being of your people, who work tirelessly each day to make our communities healthier. LEARN MORE AT WWW.NONSTOPWELLNESS.COM/VALUE-IN-BENEFITS

For a complete list of states and license numbers, please visit www.nonstopwellness.com/licenses.

Nonstop Administration and Insurance Services, Inc. and

Community Health Ventures (CHV), the business

development affiliate of the National Association of

Community Health Centers (NACHC), have partnered

through the Value in Benefits (ViB) Program to help health

centers control the cost of employee health insurance.

Through this partnership, Nonstop Wellness, a unique partial

self-insurance program, was piloted over the past 18 months

with a small group of CHCs. We are thrilled to now expand

this offering to all of NACHC's members.

Eliminated employee out-of-pocket

health care expenses for all participating CHCs

How NACHC thoroughly vetted Nonstop:

Interviewed all of Nonstop's clients

Talked with CHCs that went through the proposal process

Met with Nonstop's PCA partners

Reviewed Nonstop's finances

New Value in Benefits ProgramLower Premiums. Better Benefits. Quality Coverage.

16 health centersadded to Nonstop Wellness

during the ViB pilotacross 11 states

An average of premium savings annuallyacross all participating CHCs

10%


OCHIN, Inc. � � Booth 301

OCHIN is a nonprofit health care innovation center designed to provide knowledge solutions that promote quality, affordable health care for all . As one of the largest and successful health information networks, serving hundreds of organizations comprised of 10,000+ clinicians nationwide, our health IT solutions improve the integration and delivery of health care services across a wide variety of practices – with an emphasis on safety-net clinics, small practices, and critical access and rural hospitals .Kim Klupenger, 1881 SW Naito Pkwy., Portland, OR 97201Phone: (503) 943-2500 Email: [email protected]

Odyssey Software Booth 611

Odyssey Software provides systems for the administrative functions of community health centers, including implementing financial management, budgeting and planning, and human capital management .Mike Dorsey, 105 Bradford Rd., Wexford, PA 15090Phone: (724) 940-4411 Email: [email protected]

OSIS � � Booth 105

OSIS is a nonprofit health center controlled network offering technology services that enable federally qualified health centers nationwide to fully adopt NextGen Healthcare’s financial and clinical solutions, as well as support the delivery of patient care and help automate initiatives, including Meaningful Use, Patient-Centered Medical Home, and Population Health .Jeff Lowrance, 8790 Governor’s Hill Dr., Ste. 202, Cincinnati, OH 45249Phone: (513) 677-5600 Email: [email protected]

par8o 340B Referral Capture Booth 706

Does your 340B program capture referral prescriptions? Is your documentation audit-proof? par8o 340B Referral Capture is the only solution that directly addresses the “gray area” of 340B referral prescriptions . By retrieving consult notes from the non-CE provider and making them available to the CE and the TPA, par8o addresses the gray area that leaves CEs vulnerable to audits – and streamlines patient care coordination .Hannah Drake, 170 Milk St., Fl. 2, Boston, MA 02109Phone: (617) 610-6456 Email: [email protected]

PMG, Inc. � Booth 507

PMG offers a unique revenue cycle management solution built especially for FQHCs . Our worry-free approach allows you more time to focus on the core of your mission: the care of your patient population . PMG gets results for our clients, including enhanced revenue, quickened cash flow, and the alleviation of the headaches associated with the revenue cycle . In fact, PMG has produced increased revenue for every one of our clients . Why shouldn’t you be next?Paul Correia, 700 School St., Pawtucket, RI 02860Phone: (401) 616-2041 Email: [email protected]


PNC Healthcare Booth 608

PNC Healthcare offers a fully integrated suite of tools, solutions, and advisory services to help providers maximize working capital, streamline administrative processes, and mitigate financial risk . PNC Bank is one of the nation’s largest and best-regarded financial institutions . PNC offers more than 25 years of experience developing solutions specifically for the health care sector across the United States .Kimberly Germain, 300 Fifth Ave., Pittsburgh, PA 15222Phone: (412) 768-3296 Email: [email protected]/healthcare

PointCare � Booth 408

PointCare is pioneering health care access through its intuitive Total Coverage Management Platform . Our vision is to establish a coverage management system that allows our customers to adapt to the ever-changing coverage landscape . PointCare works closely with community health centers, hospitals, health systems, and advocacy organizations across the nation to simplify coverage management by connecting people to the right programs available to them – because access to health care should be simple, secure, and obtainable for all .Flannery Davis, 1299 Newell Hill Pl., Ste. 100, Walnut Creek, CA 94596Phone: (925) 378-5946 Email: [email protected]

Practice Management Booth 601

Practice Management combines state-of-the-art technology with aggressive revenue cycle management, resulting in increased revenue for your clinic . We specialize in billing for FQHCs and can work within the practice management system of your electronic health record . Experience lower overhead, faster payments, increased cash flow, higher revenues, improved patient satisfaction, and have more time to focus on patient care .Vera Loftin, 300 N. Martingale Rd., Ste. 150, Schaumburg, IL 60173Phone: (847) 385-0660 Email: [email protected]

Privis Health � Booth 504

Privis Health is a leading provider of innovative population health solutions . Privis Health offers a comprehensive data-driven program, including proactive team-based service models with a structured approach to a transformation network that balances local innovation and enterprise priorities . The platform includes modules and tools for data aggregation, data analytics, care management, and care coordination workflows to connect a diverse and virtual care team with one shared care plan .Sindy VonBank, 2000 Aerial Center Pkwy., Ste. 107, Morrisville, NC 94111Phone: (303) 947-0442 Email: [email protected]

Relevant Healthcare Technologies, Inc. Booth 500

Relevant builds simple, powerful analytics tools that provide community health centers with actionable insights into clinical quality and utilization trends, financials, and more . We launched in 2014 after working as health center data analysts for a decade and becoming frustrated with the limitations of existing software . Our products are elegant, easy to understand, transparent, and customizable .Jacob Hodes, 222 Broadway, 19th Fl., New York, NY 10038Phone: (646) 801-0155 Email: [email protected]


Texas Association of Communnity Health Centers � Celebrity Foyer

The Texas Association of Community Health Centers (TACHC) coordinates a pharmacy purchasing program called 340Better for community helath centers to purcahse drugs and other related items at or below 340B pricing . TACHC has been helping health centers since 1988 with pharmacy purchasing . This national program can assist and improve the access to dicounted pricing for your patients .Lynn Ford, 5900 Soutwest Pkwy., Bldg. 3, Austin, TX 78735Phone: (512) 329-5959 Email: [email protected]

The Fisher Consulting Group and MedClaim Comprehensive Booth 806

The Fisher Consulting Group (FCG) provides affordable expertise to community health centers . FCG has extensive experience with solutions that help health centers thrive and survive in a constantly changing health care environment . Our focus is on delivering “best practices” and “total solutions” to our clients through a range of clinical, systems, billing, and fiscal consulting services . FCG recently expanded to meet the growing needs of clinics across the country by establishing MedClaim Comprehensive, a full-service billing component .Allen Cochran, 18264 Lake Harbor Ln., Prairieville, LA 70769Phone: (205) 515-5616 Email: [email protected]

THMED, LLC Booth 502

THMED, LLC is a complete solutions provider of health care staffing resources . Its combined services include permanent physician placement, locum tenens staffing, nurse and allied permanent placement, allied travelers, executive and academic placement, unique candidate vetting technology, and other consulting services .Daryl Fowler, 1603 Lyndon B. Johnson Fwy., Ste. 700, Dallas, TX 75234Phone: (949) 441-1434 Email: [email protected]

Visualutions, Inc. � Booth 501

Visualutions is a health care technology company providing clinical, financial, and IT solutions to enterprise organizations such as federally qualified health centers, community health centers, PCPs, accountable care organizations, ambulatory facilities, and freestanding emergency rooms . Our products and services are as diverse as the customers we service, and include revenue cycle management/consulting, PM/EHR software enhancements, system implementation, training and support, data conversions/interfaces, Microsoft-certified cloud hosting services, PCMH management/consulting, and data analytics software/warehousing .James Kaatz, 7440 Mintwood Ln., Spring, TX 77379Phone: (281) 297-2257 Email: [email protected]

Welch Allyn, Inc. � � Booth 805

Welch Allyn empowers clinicians and health care systems with smarter tools to assess, diagnose, and treat every patient with confidence . Every day, around the world, we enhance outcomes for patients and their caregivers through our innovative technologies and solutions .Vince Constantine, 4341 State Street Rd., Skaneateles Falls, NY 13153Phone: (317) 691-0586 Email: [email protected]


Exhibitor Index by Name Exhibitor Index by Number340Basics 107501(c) Services 506AccuVax 711Allied Powers, LLC 707athenahealth, Inc . 309Benco Dental 300BKD, LLP 100Blackbaud 600Burri Law PA 508Callpointe 807Capital Link 405Cardinal Health 407Centene Corporation 204Certintell Telehealth 401Clinical Intelligence 801CNECT 703CohnReznick LLP 306Community Health Ventures Celebrity FoyerConcordance Healthcare Solutions 605eClinicalWorks 115Equiscript 503eSolutions 809Feldesman Tucker Leifer Fidell LLP 505First American Healthcare Finance 603GE Healthcare - EMR and Practice Management Solutions 205Greenway Health 704Health Center Gurus, LLC 802Henry Schein 800HITCare 808i2i Population Health 406InteCare, Inc . 702KaVo Kerr Group 403McKesson Medical-Surgical 203MedHelp, Inc . 700MediQuire 606Merino Computer Concepts, Inc . 409Merritt Hawkins 604Midmark Corporation 307National Association of Community Health Centers Celebrity FoyerNational Cooperative Bank 701Netgain 810NextGen Healthcare 201Nonstop Administration and Insurance Services, Inc . 208NP Solutions, Inc . 804OCHIN, Inc . 301Odyssey Software 611OSIS 105par8o 340B Referral Capture 706PMG, Inc . 507PNC Healthcare 608PointCare 408Practice Management 601Privis Health 504Relevant Healthcare Technologies, Inc . 500Texas Association of Community Health Centers Celebrity FoyerThe Fisher Consulting Group and MedClaim Comprehensive 806THMED, LLC 502Visualutions, Inc . 501Welch Allyn, Inc . 805

100 BKD, LLP105 OSIS107 340Basics115 eClinicalWorks201 NextGen Healthcare203 McKesson Medical-Surgical204 Centene Corporation205 GE Healthcare - EMR and Practice Management Solutions208 Nonstop Administration and Insurance Services, Inc .300 Benco Dental301 OCHIN, Inc .306 CohnReznick LLP307 Midmark Corporation309 athenahealth, Inc .401 Certintell Telehealth403 KaVo Kerr Group405 Capital Link406 i2i Population Health407 Cardinal Health408 PointCare409 Merino Computer Concepts, Inc .500 Relevant Healthcare Technologies, Inc .501 Visualutions, Inc .502 THMED, LLC503 Equiscript504 Privis Health505 Feldesman Tucker Leifer Fidell LLP506 501(c) Services507 PMG, Inc .508 Burri Law PA600 Blackbaud601 Practice Management603 First American Healthcare Finance604 Merritt Hawkins605 Concordance Healthcare Solutions606 MediQuire608 PNC Healthcare611 Odyssey Software700 MedHelp, Inc .701 National Cooperative Bank702 InteCare, Inc .703 CNECT704 Greenway Health706 par8o 340B Referral Capture707 Allied Powers, LLC711 AccuVax800 Henry Schein801 Clinical Intelligence802 Health Center Gurus, LLC804 NP Solutions, Inc .805 Welch Allyn, Inc .806 The Fisher Consulting Group and MedClaim Comprehensive807 Callpointe808 HITCare809 eSolutions810 NetgainCelebrity Foyer Community Health VenturesCelebrity Foyer National Association of Community Health CentersCelebrity Foyer Texas Association of Community Health Centers


NACHC 2017 FOM/IT EXPO FloorplanCelebrity 5

EXPO HOURSThursday, October 26

10:00am – 6:30pm

Friday, October 278:00am – 11:00am

� FOM/IT Conference Sponsors

2017 Leader Sponsors

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FOM/IT 2018National Association of Community Health Centers’

Financial, Operations Management/Information Technology

Conference & Expo

October 16-18, 2018

Planet HollywoodLas Vegas, Nevada

Abstract Deadline:

June 4, 2018

Planet Hollywood Hotel

EXPO

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CONFERENCE & EXPO Financial, Operations … 2017 FINANCIAL, OPERATIONS MANAGEMENT/INFORMATION...

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