HFMA 2013 Dixie Conference Program

1885 1889 1911 1927 1949 1955 1960 1964 1968 1971 1993 1996 2005 2013

1846 1895 1910 1928 1943 1953 1963 1967 1971 1978 19881985 1996 2001 2006 2012

Naples was discovered by

Walter N. Halderman and General John S.

Williams

First painless surgery

with general anaesthetic

Wilhelm Röntgen discovers the

X-raysHans Christian

Jacobaeus performs the first

laparoscopy on humans

Alexander Fleming discovers penicillin

Willem J Kolff builds

the first dialysis machine

Acetaminophen was first marketed

Thomas Starzl performs the

first human liver transplant and James Hardy performs the

first human lung transplant

First heart transplant performed

Sir Godfrey Hounsfield

invents the first commercial CT

scanner

First test tube baby was born

DNA profiling was first reported

Laserphaco, a new device and technique for

cataract surgery is invented

Dolly, the sheep becomes the first mammal to be

cloned

The Bio-Artifical Liver is developed by Dr. Kenneth

Matsumura

First brain pacemaker is implanted

First vaccine

to target cancer is invented

The Seaboard Air Line Railway’s Orange Blossom Special became the first

passenger train to arrive in Naples

Commercial air service became possible at the

Naples airport

Naples train depot service was

discontinued

Airport in Naples was renamed to

Southwest Florida International

Airport

2013 Dixie Region Five Institute

Naples was changed from a town to a city and the first official Swamp Buggy race took place

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Municipal Pier was built

Barron Collier purchased

most of Naples

Hurricane Donna hit Naples and Collier County

Alligator Alley was opened to traffic

Naples was voted the best beach in America by the Travel Channel

Marco Island became Florida’s 398th city

Collier County Conservancy, now

known as Conservancy of Southwest Florida,

was created

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Naples, Florida, once a small, sleepy fishing village, has quickly become an internationally recognized vacation

destination and the definition of luxury living on the Paradise Coast. The lifestyle, varied culture and environmentally conscious attitudes of Neapolitans have molded this Southwest Florida gem into one of the most attractive locations in the world to vacation, retire, have a second home or just live life to its fullest.

In 1911, Barron G. Collier bought most of Naples including over a million acres of swampland. Collier was a visionary for the area and had grand plans to bring the railroad to this part of the state. With his own money he helped construct the Tamiami Trail to connect Tampa to Miami forever changing the landscape of Florida. With that pledge, the state legislature created Collier County, the largest county in the State of Florida. One hundred years later, Naples has close to 1.5 million visitors per year. Through innovation, Barron Collier succeeded in changing the swampland into paradise.

With the recent U.S. Supreme Court Decision on the Patient Protection and Affordable Care Act to uphold the health care law, we look to the future as we face the many challenges in implementing the law and addressing the long-standing problems in our healthcare delivery system. In order to survive in these turbulent times, we will need to be much like Barron Collier, innovative and bold, we must demonstrate incredible leadership and go beyond the ordinary to create a sustainable, value-based system of care for the future of our country.

Join us in Naples, Florida where we will guide you through the changing tides of Healthcare and become visionaries of the healthcare delivery system of the future as we transform it from a swampland into paradise.

DIXIE INSTITUTE PROGRAM GUIDE 1

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TABLE OF CONTENTS

Schedule at a Glance 2

President’s Welcome Message 4

2013 Region Five Sponsors 6

Daily Shuttle Schedule 11

Sunday Afternoon 12Recreational Activities

Education Sessions & Events Map 14

Sunday Events 17

Sunday Sessions 18

Monday Events 21

Monday Session Descriptions 22

Tuesday Events 25

Tuesday Session Descriptions 26

Wednesday Events 31

Wednesday Session Descriptions 32

Exhibit Hall Map 34

Exhibitor Guide 36

Navigate Your Way 50Through Healthcare

Charity Event 51

REGISTRATION HOURS

10:00 am - 7:00 pmSunday, February 24

7:00 am - 1:30 pmMonday, February 25

7:00 am - 1:30 pmTuesday, February 26

7:00 am - 9:00 amWednesday, February 27

INFORMATION DESK HOURS

3:30 pm - 7:00 pmSunday, February 24

7:30 am - 4:00 pmClosed During LunchMonday, February 25

7:30 am - 4:00 pmClosed During LunchTuesday, February 26

CERTIFICATION LOUNGE HOURS

2:00 pm - 6:00 pmSunday, February 24

7:00 am - 4:30 pmMonday, February 25

7:00 am - 4:30 pmTuesday, February 26

7:00 am -11:30 amWednesday, February 27

HFMA Certified Members can drop by the Certifica-tion Lounge in Acacia 4, where you can connect with other certified mem-bers. The lounge will be open Sunday afternoon through Wednesday morning.

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Cover photo credits iStock.com and Studio B Creative. Historical photography courtesy of State Archives of Florida, Florida Memory. Illustrations by Studio B Creative.

DIXIE INSTITUE PROGRAM GUIDE 3DIXIE INSTITUTE 20132

SUNDAY, FEBRUARY 2412:00 pm – 4:00 pmEverglades Airboat Tour

12:00 pm – 5:00 pmTrolley Tour

12:00 pm – 5:00 pmGolf at Leisure

1:00 pm – 4:00 pmPre-Conference Session - Royal Palm 1 - 3Accounting and Auditing Update

5:00 pm – 6:15 pmOpening Keynote Speaker - Royal Palm 1 - 3 Mike Grunwald: “THE SWAMP”

6:30 pm – 8:00 pm “THE SWAMP” Welcome Reception - Mangrove Pool

8:00 pm – 10:00 pmDinner at Leisure

MONDAY, FEBRUARY 257:00 am – 8:30 amBreakfast - Exhibit Hall

8:30 am – 10:15 amKeynote Speakers - Royal Palm 1 - 3Joseph Fifer: The Value JourneyRalph Lawson: Innovation

10:15 am – 10:45 amBreak

10:45 am – 12:00 pmPanel Discussion - Royal Palm 1 - 3 Leading in an Era of Change

12:00 pm – 1:30 pmLunch - Sunset Deck

12:00 pm – 1:30 pmProvider Luncheon - (By Invitation Only) - Acacia 1 - 3 The Impact of Health Reform on the Revenue Cycle

1:30 pm – 2:30 pmGeneral Session - Royal Palm 1 - 3Market Forces Driving Change

2:30 pm – 4:30 pmPanel Discussion - Royal Palm 1 - 3Dixie’s Changing Healthcare Landscape

6:00 pm – 7:00 pmOrange Blossom Special Cocktail Reception - Exhibit Hall

7:00 pm – 10:00 pm1927 Speakeasy - Vista Ballroom

TUESDAY, FEBRUARY 2611:30 am – 1:30 pmLunch - Sunset Deck

1:30 pm – 2:30 pmBreakout SessionsRoyal Palm 1 How to Incorporate Bundling into the Revenue Cycle

Royal Palm 2 A Real Life Lesson From the Field: How a Community Based Health System Re-defined It’s Strategy and Initiated Change in Response to the Paradigm Shift, Part 1

Royal Palm 3 Preserving and Managing Your Tax Exemption: An Operational Perspective, Part 1

Acacia 1 - 3ICD–10: “Working Collaboratively with Providers, Clearinghouses and Payers in Preparing for the ICD-10 Transition”, Part 1

2:30 pm – 3:30 pmBreakout Sessions Royal Palm 1 Optimizing Third Party Recovery in the Healthcare Reform Climate

Royal Palm 2 A Real Life Lesson from the Field: How a Community Based Health System Re-defined It’s Strategy and Initiated Change in Response to the Paradigm Shift, Part 2

Royal Palm 3 Preserving and Managing Your Tax Exemption: An Operational Perspective, Part 2

Acacia 1 - 3 ICD–10: “Working Collaboratively with Providers, Clearinghouses and Payers in Preparing for the ICD-10 Transition”, Part 2

3:30 pm – 4:00 pmBreak

4:00 – 5:00 pmBreakout SessionsRoyal Palm 1 Measurement, Accountability, Discipline: A “MAD” Approach to Revenue Cycle Performance

Royal Palm 2 Physician Compensation: An Essential Component of an Effective Mergers and Acquisitions Strategy: A Unique Combination of National Lessons Learned from the Rural Hospital Perspective

Royal Palm 3 Implementing Section 501(r): Best Practices and Pitfalls on the Road to Compliance

Acacia 1- 3 Emerging Trends and the Future of Healthcare Capital Markets

5:30 pm - 8:00 pmDinner at Leisure

8:00 pm - 10:00 pmCocktails at “The Bar”

WEDNESDAY, FEBRUARY 277:00 am – 8:30 amBreakfast - Exhibit Hall

8:30 am – 9:30 amGeneral Session - Royal Palm 1 - 3 Know Thy Vendor: How Well Do You?

9:30 am – 9:45 amBreak

9:45 am – 11:00 amPanel Discussion - Royal Palm 1 - 3 Outsourcing Business Office Operations: Benefits and Best Practices

11:00 am – 11:15 amBreak

11:15 am – 12:30 pmKeynote Speaker - Royal Palm 1 - 3 Dr. Jason Hwang: “The Innovator’s Prescription”

2 0 1 3 D I X I E I N S T I T U T E S C H E D U L E AT A G L A N C E

TUESDAY, FEBRUARY 267:00 am – 8:30 amBreakfast - Exhibit Hall

8:30 am – 9:45 amKeynote Speaker - Royal Palm 1 - 3Dr. Susan Turney: MGMA-ACMPE: Successful Medical Practice Management

9:45 am – 10:15 amBreak

10:15 am – 11:30 pmGeneral Session - Royal Palm 1 - 3Reimbursement Update


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Welcome Conference Attendees:

On behalf of the 2012-2013 HFMA Florida Chapter Board and Leadership Team, I thank you for attending the Region V Dixie Institute in beautiful Naples, Florida. A very special “sunny” welcome to our friends from Alabama, Georgia, South Carolina, and Tennessee.

Our Dixie Institute Committee, chaired by Billie Jean Mounts and David Sierra, have put together an exceptional curriculum addressing timely subjects such as the challenges and opportunities we all face associated with the industry’s ongoing transformation from volume to value, the implementation of the Affordable Care Act (ACA), and the drivers of change that will alter the delivery of Medicaid. You are certain to be impressed with the caliber of our speakers and take away valuable information to assist you in managing through these complex subjects going forward.

Since education and opportunities for career advancement are important to our members, we implemented a scholarship program for this Dixie that truly demonstrates the benefits of becoming an HFMA member. Thirty applicants applied for a full scholarship to the Dixie this year and after an exhaustive evaluation of the applications, twelve members from Region V were awarded full scholarships to attend the Dixie Institute.

No conference would be complete without an opportunity to network with colleagues, friends, and new acquaintances. Don’t miss out on the chance to play some golf and enjoy the thrill of experiencing an airboat ride through the Everglades on Sunday followed by trolley tours in downtown Naples where you can sample the scrumptious cuisine of this fantastic town. Compliments of our generous Corporate Sponsors and our creative Hospitality Committee, we are hosting the Orange Blossom Cocktail Reception and 1927 Speakeasy Dinner / Dance on Monday evening. Finally, on Tuesday evening, enjoy time on your own with friends and our Corporate Sponsors exploring Naples and the surrounding areas.

Please be certain to visit the exhibit hall during the conference and thank our Corporate Sponsors for making events like this possible for us. Many thanks to our volunteers who give up personal time to prepare outstanding events like this.

I’m looking forward to spending time with each of you over the next few days. I truly hope you find the Region V Dixie Institute a help to you and your organization as we work together to transform healthcare through innovation and exceptional leadership.

P R E S I D E N T ’ S W E L C O M E M E S S A G E

DIXIE INSTITUTE PROGRAM GUIDE 7DIXIE INSTITUTE 20136

HFMA would like to

thank the Region 5 Dixie

Institute Sponsors for the

outstanding support and

generous contributions

that helped in making

this year’s conference a

success.

Confirmed sponsors as of January 30, 2013

T H A N K Y O U2 0 1 3 S P O N S O R S

2013 REGION FIVE DIXIE INSTITUTE PLATINUM SPONSORS 2013 REGION FIVE DIXIE INSTITUTE GOLD & SILVER SPONSORS

GOLD LEVEL SPONSOR

HFMA staff and volunteers determined that this product has met specific criteria developed under the HFMA Peer Review Process. HFMA does not endorse or guaranty the use of this product.

*

Booth # 36

PLATINUM LEVEL SPONSOR

Booth #50

GOLD LEVEL SPONSOR

Because we know your patients really do matter . . . . . . we’ve assembled a highly ex‐perienced healthcare patient finance team to invest funds, people and technology in our clients. We provide the resources you need to success‐fully manage your patients’ financial obligations. We’re patient‐centered and partner‐focused. PatientMatters is proud to be a Gold Sponsor for the HFMA Region 5 Dixie Institute 2013. Let us introduce ourselves to you at Booth 52.

P a t i e n t M a t t e r s , L L C 518 S. Magnolia Ave, Third Floor Orlando, FL 32801 ∞ 407.872.7969 www.patientmatters.com

Booth #52

SILVER LEVEL SPONSOR

Golf Foursome Past President’s Dinner

Booth 7

GOLD LEVEL SPONSOR

Booth # 48


Booth #14

GOLD LEVEL SPONSOR

Booth #49


Booth #35

GOLD LEVEL SPONSOR

Booth #25


Booth #51


Booth #10


Booth #11


Booth #30


T H A N K Y O U2 0 1 3 S P O N S O R SSILVER LEVEL SPONSOR

Booth # 6

BRONZE LEVEL SPONSOR

Booth # 3


Booth #33


Booth #18



Booth #46


Booth #19


Booth # 2


Booth #22


Booth #44


®

Booth #42


Booth #40


Booth #39


Booth #28


Booth # 24


Booth #37


Golf Foursome

Booth #43

2013 REGION FIVE DIXIE INSTITUTE SILVER & BRONZE SPONSORS 2013 REGION FIVE DIXIE INSTITUTE BRONZE SPONSORS


Golf Foursome, “THE SWAMP” Welcome Reception Bar

Booth #26

DIXIE INSTITUTE 201310

ACSIConference BrochureAdvanced Patient Advocacy5 Casino Night TablesA/R Solutions Group1927 Speakeasy BarAllscriptsTrolleyAvadyne Health“THE SWAMP” PhotographerAvaility, LLCCharge Station & Guest Room LiteratureBass, Berry, and SimsMonday Lunch Benefit RecoveryEverglades Airboat Swamp TourBeslerFive Casino TablesCeller Law, P.A.Badge HoldersConvergentPopcorn StandDixon Hughes GoodmanOrange Blossom Special Cocktail ReceptionEnablecompTuesday Lunch FCS/MedMaxCreditWelcome GiftGO-SBFive Casino Tables

Healthcare REITThree Golf FoursomesJ.P. MorganConference BagsMcare SolutionsFive Casino TablesMDS1927 Speakeasy Photo BoothMEDS Eligibility“THE SWAMP” Reception AppetizersOptum1927 Speakeasy DinnerOrmedPostcardsParagon Revenue GroupFive Casino Tables & Guest Room LiteratureParallon Business Solutions Guest Room Keys with LogoPrecyseTuesday LunchPyramid Healthcare SolutionsMonday Lunch Relay HealthMeeting Handout Flash DriveRSourceEverglades Airboat Swamp TourWest CorporationConference Bags


THANK YOUA B I G

SHUTTLE SCHEDULE

2013 REGION FIVE DIXIE INSTITUTE PRODUCT & EVENT SPONSORS DAILY SHUTTLE SCHEDULE

Hilton Naples – departs every 15 minutes

Pelican Bay – departs every 60 minutes on the hour

DoubleTree – departs every 60 minutes on the hour

Sunday Morning .............................................................................................10:00 am – 12:00 pm

Sunday Afternoon ................................................................................................4:00 pm – 6:00 pm

Monday Morning ................................................................................................6:30 am – 9:30 am

Monday Afternoon ............................................................................................4:00 pm – 10:30 pm

Tuesday Morning .................................................................................................6:30 am – 9:30 am

Tuesday Afternoon ...............................................................................................3:00 pm – 7:00 pm

Wednesday Morning ...........................................................................................6:30 am – 9:30 am

SUNDAY ACTIVITIESAll shuttles for golf, the swamp air-boat tour and the shopping excursion will depart ONLY from the Waldorf.

Upon conclusion of golf, the swamp air-boat ride and the shopping excursion return transportation will be provided to all four hotels.

CONTINUING EDUCATION INFORMATION

LEARNING OBJECTIVES: At this Institute, participants will be able to obtain healthcare specific education including recent developments in Accounting, Auditing, Tax, and industry updates.

CPE CREDITS: Institute participants can earn up to 23.0 CPEs in Specialized Knowledge and Applications (20),

Accounting (1), Auditing (1), and Tax (1) fields of study.

ADVANCED PREPARATION: None

PREREQUISITES: None

PROGRAM LEVEL: Update

DELIVERY METHOD: Group-LiveFor more information regarding refund, complaint and/or program cancellation policies, please use the contact us page at our website at www.floridahfma.org

WHO SHOULD ATTEND: CEOs, CFOs, CIOs, Treasurers, Vps of Finance, Controllers, Reimbursement, Revenue Cycle, Compliance, Case Management, and Coding/HIM

HFMA Florida Chapter 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 through the web site: www.learningmarket.org.

PRODUCT AND EVENT SPONSORS

Sit back and enjoy the ride on one of our Dixie Trolleys as our guides combine humorous stories and historical facts into a fun-filled tour that’s both entertaining and educational. These expert guides show you the sights of Naples from historical landmarks to world class shopping areas, local attractions, beautiful beaches plus much more. Trolleys will stop at several shopping areas where you will have time to shop at leisure.

Interested in just shopping? For those wanting to just hit the shops, Trolleys will be departing from the Waldorf to the major shopping areas throughout the day.

Shopping Trolley – 12:00 pm – 5:00 pmTrolley will depart at 12:00 noon from the Waldorf Astoria.

Naples Guided Tour – 12:00 pm DepartureEstimated tour length is 2 hours including 2 shopping stops

Naples Trolley Tour & Shopping Excursion

Dinner Trolley Transportation After “THE SWAMP” Welcome Reception the evening is yours to enjoy some of the wonderful restaurants Naples has to offer. HFMA Trolleys will be providing transportation from the Waldorf Astoria to Mercato or Downtown Naples.

Downtown Naples Restaurantshttp://www.naplesdowntown.com/naples-restaurants.htm

Mercato Restaurantshttp://www.mercatoshops.com/play_dining.asp

We HIGHLY recommend making dinner reservations a minimum of 45 days in advance. Shuttles will run every 15 minutes and will provide return transportation to Waldorf Astoria, Hilton Naples, Inn at Pelican Bay, Doubletree Naples and Bellasera Hotel.

8:00 pm – 10:00pm

Climb aboard a state of the art airboat for an up-close Everglades Adventure! Our experienced airboat guides will take you deep into the Everglades to see exotic animal and plant life, rare species of birds and oh yes, alligators. We’ll glide effortlessly through both waterways and marshlands, down paths and around ponds, where you get the chance to observe a slice of nature that most people only see in pictures or on TV. You will also spend a few minutes learning about the alligators from our experts and will have the opportunity for an up close and personal experience so bring your camera!

Tour Time: 12:00 pm – 4:00 pm

Tee off on this course designed by renowned Rees Jones and take in the brilliant panoramic views of native Florida pine hammocks, live oak, and grand cypress trees. Naples Grande recently named one of North America’s Top 100 Resort Courses, as rated by Golfweek Magazine. Space is limited so book early.

Tee Times will begin at 12:00 pm

Cost: $170.00 includes green fees, shared cart, range balls and round-trip transportation

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NAPLES

February

24th, 2013

Everglades Airboat Tour

Golf at Naples Grande

HEALTHCARE

Everglades Airboat Tour Sponsored By:

Trolley Sponsored By:

MAP LEGEND

EXHIBIT HALL ROYAL PALM FOYER & ROYAL PALM 4 - 8

Breakfast Every DayOrange Blossom Special

Cocktail Reception

SUNSET DECKLunch Every Day

MANGROVE POOL“THE SWAMP”

Welcome Reception

VISTA BALLROOM1927 Speakeasy

ROYAL PALM 1 - 3Keynote Introduction

Keynote SessionsGeneral SessionsPanel DiscussionsBreakout Sessions

ACACIA I - 3Breakout Sessions

ACACIA 4Certification Lounge


MANGROVE

POOL

SUNSET DECK

PALM TERRACE POOL

POOL BAR& GRILL

VISTA BALLROOM

AURA RESTAURANT

THE BARELEVATORS

ESCALATOR TO BALLROOMLOBBY

RESORTGIFT SHOP

WOMEN

MEN

ENTRANCETO GOLDEN DOOR SPA®

& STRIP HOUSE RESTAURANT

VIST

A TE

RRAC

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MEN

WOM

EN

BALLROOM LEVEL

Waldorf Astoria, Naples

LOBBY LEVEL

2 0 1 3 D I X I E I N S T I T U T E EDUCATION SESSIONS & EVENTS MAP

NOTE: Room assignments are subject to change. Please check on-site signage for changes.


Mike GrunwaldSenior National Correspondent, TIMESUNDAY KEYNOTE ADDRESS

“THE SWAMP”

Michael Grunwald, a senior national correspondent for TIME, has written numerous cover stories, on topics ranging from the myth of biofuels to the future of California, from Person of the Year Ben Bernanke to the future of the Republican party. He joined TIME in May 2007 and is based out of Miami. He recently began a column about energy in the magazine, and blogs about politics at Swampland.In August 2012, Simon & Schuster published Grunwald’s second book, The New New Deal: The Hidden Story of Change in the Obama Era. The book grew out of a piece he wrote in TIME in 2010, “How the Stimulus Is Changing America.” Grunwald is also the author of The Swamp: The Everglades, Florida, and the Politics of Paradise (Simon & Schuster, 2006).

Royal Palm 1 - 3

CPE 1.5

SUNDAY FEBRUARY 24

S U N D A Y E V E N T S

SUNDAY NETWORKING ACTIVITIESEVERGLADES AIRBOAT TOUR12:00 pm – 4:00 pm

TROLLEY TOUR12:00 pm – 5:00 pm

GOLF AT LEISURE12:00 pm – 5:00 pm

PRE-CONFERENCE SESSIONACCOUNTING AND AUDITING UPDATERoyal Palm 1 - 31:00 pm – 4:00 pm

OPENING KEYNOTE ADDRESS“THE SWAMP”Royal Palm 1 - 35:00 pm – 6:15 pm

“THE SWAMP” WELCOME RECEPTIONMangrove Pool6:30 pm - 8:00 pm

DINNER AT LEISURE8:00 pm - 10:00 pm


Royal Palm 1 - 3

Royal Palm 1 - 3

“THE SWAMP” 5:00 PM

ACCOUNTING & AUDITING 1:00 PM

Healthcare industry professionals from The Dixon Hughes Goodman Healthcare Services Group will provide an Accounting and Auditing Update that will outline specific changes in accounting and auditing standards and how they affect healthcare entities. Also included in this session will be hot topics being deliberated by the standards boards and current developments related to government reimbursement issues and cost report filings. Dixon Hughes will also share recent guidance issues relating to the new requirements set forth for 501(c)(3) tax exempt hospitals under Code Section 501(r) created by the Patient Protection and Affordable Care Act. Areas of focus will include requirements relating to Financial Assistance Policies, Billing and Collection Processes, and Limitations on Charges.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Identify accounting and auditing standard changes that will affect your organization.•Understand the future direction of the accounting rule-making bodies.•Determine the affect current reimbursement and cost reporting issues will have on financial statement

reporting.•Understand proposed regulations relating to new code section 501(r) relating to 501(c)(3) Hospitals

including the new requirements relating to Financial Assistance Policy Guidelines, Billing and Collection processes, and limitation on charges

PREREQUISITES/PREWORK:Basic understanding of accounting/auditing standards, cost report filings, charity care policies and procedures.

SPEAKERS:Greg Taylor, CPA, Partner, Dixon Hughes Goodman LLP; Mike Kelly, CPA, Partner, Dixon Hughes Goodman LLP; Craig Tolbert, Principal, Dixon Hughes Goodman LLP; and Jeremy Naess, Manager, Dixon Hughes Goodman LLP.

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EGBLaw-7003 Dixie Conference Ad_Layout 1 1/4/13 4:41 PM Page 1

Welcome to Florida. The best-selling author of The Swamp: The Everglades, Florida, and the Politics of Paradise explains how the impenetrable morass that was southern Florida developed into a modern megalopolis. It’s a story of visionaries and scoundrels, big-government projects and unintended consequences.

AFTER THIS SESSION YOU WILL BE ABLE TO:Understand the history of the Everglades and the development of America’s last frontier. Describe the history of the levees and canals that converted half of the Everglades into sprawling suburbs and spurred the growth of the economy for the State of Florida. Compare the ecological mess that was created and the political environment that contributed to the Everglades as we know it today.

PREREQUISITES/PRE-WORK: None

TOOLS AND TAKEAWAYS: The transformation of America’s last frontier and the fight to restore the Everglades has some lessons for health reform in the 21st century.

SPEAKER:Mike Grunwald, Senior National Correspondent, TIME

DAY AT A GLANCE

1:00 pm – 4:00 pmPRE-CONFERENCE SESSION

5:00 pm – 6:15 pmOPENING KEYNOTE ADDRESS

6:30 pm – 8:00 pm“THE SWAMP” WELCOME RECEPTION AT THE MANGROVE POOL


SUNDAY FEBRUARY 24

CPE 3.5

CPE 1.5

Monday, February 25TH 6:00 – 7:00 pm Exhibit HallThe year is 1927 and today Seaboard Air Lines is launching its new luxury train “The Orange Blossom Special” which provides direct access to Southwest Florida via Naples. Pick up your ticketto board the Inaugural Journey from any Dixon Hughes staffmember or at various locations throughout the Exhibit Hall. Join us for a variety of beverages and appetizers which highlights the official fruit of the State of Florida.

Orange Blossom SpecialCocktail Reception

ADMIT ONE


M O N D A Y E V E N T SBREAKFAST Exhibit Hall7:00 am – 8:30 am

KEYNOTE INTRODUCTION & KEYNOTE ADDRESSRoyal Palm 1 - 38:30 am – 10:15 am

PANEL DISCUSSIONLEADING IN AN ERA OF CHANGERoyal Palm 1 - 310:45 am – 12:00 pm

LUNCHSunset Deck12:00 pm – 1:30 pm

PROVIDER LUNCHEON (Invitation Only) THE IMPACT OF HEALTH REFORM ON THE REVENUE CYCLEAcacia 1 - 312:00 pm – 1:30 pm

GENERAL SESSIONMARKET FORCES DRIVING CHANGE Royal Palm 1 - 31:30 pm – 2:30 pm

PANEL DISCUSSIONDIXIE’S CHANGING HEALTHCARE LANDSCAPERoyal Palm 1 - 32:30 pm – 4:30 pm

ORANGE BLOSSOM SPECIAL COCKTAIL RECEPTIONExhibit Hall6:00 pm – 7:00 pm

1927 SPEAKEASYVista Ballroom7:00 pm – 10:00 pm

Joseph J. FiferPresident and CEO, Healthcare Financial Management AssociationMONDAY KEYNOTE INTRODUCTION

THE VALUE JOURNEY

Ralph Lawson is the voluntary Chair of the Healthcare Financial Management Association (HFMA) during the 2012-13 term, beginning June 1, 2012. Mr. Lawson is Executive Vice President and Chief Financial Officer, Baptist Health South Florida, Coral Gables, Florida. A member of HFMA since 1980, Lawson has served the Association nationally on HFMA’s Board of Directors and as a member of the Executive Committee, the Audit & Finance Committee, the National Advisory Councils, and the National Matrix. He is also actively involved with the Florida Chapter and is a past-president of the Colorado Chapter. Mr. Lawson, a Fellow of HFMA and a Certified Public Account, received his Bachelor of Business Degree (Cum Laude) from the University of Colorado School of Business, Boulder, Colorado, and his Master’s Degree of Business Administration (with distinction) from the Wharton School of the University of Pennsylvania, Philadelphia, Pennsylvania.

Joseph J. Fifer, FHFMA, CPA, is president and chief executive officer of the Healthcare Financial Management Association. HFMA provides the resources healthcare organizations need to achieve sound fiscal health in order to provide excellent patient care. With more than 39,000 members, HFMA is the nation’s leading membership organization of healthcare finance executives and leaders.

Prior to assuming this position in June 2012, Fifer spent 11 years as vice president of hospital finance at Spectrum Health, in Grand Rapids, Mich. Fifer also served as Chair of the HFMA Board of Directors in 2006-07. An HFMA member since 1983, Fifer served as a chapter president and for two terms as an HFMA board member. He has been a keynote speaker on healthcare finance and reform for organizations including the Center for Medicare & Medicaid Innovation and The Governance Institute. His industry insights have been featured in Forbes, Business Week, The Wall Street Journal, and other leading publications.

Ralph LawsonNational Chair, HFMA & Executive Vice President and CFO, Baptist Health South FloridaMONDAY KEYNOTE ADDRESS

INNOVATION

CPE 1.0

CPE 1.0

SUNDAY OPENING KEYNOTE ADDRESS 5:00 PM - 6:15 PM

Royal Palm 1 - 3

MONDAY FEBRUARY 25


CPE 1.0 Acacia 1 - 3BY INVITATION ONLY, AN INTERACTIVE PEER DISCUSSION WITH HFMA

Moody’s Industry outlook for 2013 for US Not for Profit Healthcare remains negative according to their January 22, 2013 report. Reasons for this include deceleration of revenue due to Federal cuts in healthcare spending, limited reimbursement from the commercial sector and a slow economy that continues to impact patient volumes. Given the twin pressures of Health Reform and a tight economy, it is critical for providers to lower healthcare service costs and create an efficient and effective revenue cycle.

This interactive discussion facilitated by Suzanne Lestina from HFMA, will allow all (invited??) attendees to interact with their peers, and discuss the most pressing industry issues healthcare providers face. Attendees will be given topic ideas that are most challenging to their organizations and working with their peers, discuss the impacts and barriers and identify solutions to these top challenges.

SPEAKER: Suzanne Lestina, Director, Revenue Cycle MAP, HFMA

Royal Palm 1 - 3

Royal Palm 1 - 3

Royal Palm 1 - 3

DAY AT A GLANCE

7:00 am – 8:30 amBREAKFAST

8:30 am – 10:15amMONDAY KEYNOTE INTRODUCTION

MONDAY KEYNOTE ADDRESS

10:15 am – 10:45 amBREAK

10:45 am – 12:00 pmPANEL DISCUSSION

12:00 pm – 1:30 pmLUNCH

12:00 pm – 1:30 pmPROVIDER LUNCHEON (By Invitation Only)

1:30 pm – 2:30 pmGENERAL SESSION

2:30 pm – 4:30 pmPANEL DISCUSSION

6:00 pm – 7:00 pmORANGE BLOSSOM SPECIAL COCKTAIL RECEPTION

7:00 pm – 10:00 pm1927 SPEAKEASY

MONDAY


CPE 1.0

CPE 1.0

CPE 1.5

Royal Palm 1 - 3CPE 1.0All eyes are on implementation of the Affordable Care Act (ACA), particularly state health insurance exchanges and Medicaid expansion. But the ACA is not really the SOURCE of change; it’s better understood as the PRODUCT of a changing marketplace. Understanding the forces at play in the market will help professionals anticipate future trends in healthcare reform.

AFTER THIS SESSION, YOU WILL BE ABLE TO:•Understand the connection between market forces and major themes of the ACA•Identify the primary market forces operating independently of federal laws and regulations•Evaluate the implications of these market forces on your organization

PREREQUISITES/PRE-WORK:•Basic understanding of the Affordable Care Act, particularly with respect to reimbursement changes

TOOLS AND TAKEAWAYS:Strategic understanding of market forces driving current and future reimbursement changes

SPEAKER:J. Thornton Kirby, JD, FACHE, President & CEO, South Carolina Hospital Association

MONDAY FEBRUARY 25 MONDAY MONDAY FEBRUARY 25THE VALUE JOURNEY 8:30 AM

INNOVATION 8:30 AM

LEADING IN AN ERA OF CHANGE 10:45 AM

The second anniversary of the Patient Protection and Affordable Care Act has passed, and at no time in recent history has the U.S. healthcare market been in such a state of flux. But through the pandemonium, a consistent call to action has emerged. Efforts are underway to align the incentives of the government, hospitals, physicians, insurance companies, employers and patients to solve a ubiquitous problem: healthcare costs too much in the United States – the second-place country is not even close. Unfortunately, the Affordable Care Act did not address America’s healthcare cost problem, so market forces are taking over.

AFTER THIS SESSION YOU WILL BE ABLE TO: •Discuss the healthcare industry transformation from volume based to value based reimbursement

methodologies.•Develop strategies to survive and thrive in the pay for performance model using cutting edge

collaborative payment arrangements.•Describe action steps for using innovation as a change agent to introduce new business models that

will require different skill sets and attitudes.

PREREQUISITES/PRE-WORK:Basic knowledge of the Patient Protection and Affordable Care Act

TOOLS AND TAKEAWAYS:Strategies necessary to survive and thrive under the “new normal” and using technology as a fundamental change agent to positively impact the value equation: Quality/Cost=Value.

SPEAKER:Ralph Lawson, National Chair, HFMA and Executive Vice President and Chief Financial Officer, Baptist Health South Florida

Healthcare leaders from a diverse array of organizations share their perspectives on the challenges and opportunities associated with the industry’s ongoing transformation from volume to value.

MODERATORJoseph J. Fifer, President & CEO, HFMA

PANELISTS:Ralph Lawson, National Chair, HFMA and Executive Vice President and Chief Financial Officer, Baptist Health South Florida; Mary Mirabelli, Vice President, Clinical Services Group and Chief Project Officer, HCA; Kerry Gillespie, Executive Vice President, Health Management Associates; David Wildebrandt, President, Baptist Hospital, Pensacola.

MARKET FORCES DRIVING CHANGE 1:30 PM

CPE 2.0 Royal Palm 1 - 3

This Panel Presentation will compare and contrast the changing healthcare market in each of our 5 Dixie Conference states, Alabama, Florida, Georgia, South Carolina and Tennessee. Our Panelist are Senior Executives from each States’ Hospital Association and will offer insight into unique drivers of change within their own State and what it will mean to acute care providers. Panelists will address State-level strategies, detail their concerns about the 2013 Legislative Agenda, and offer a view on the post-election landscape.

AFTER THIS SESSION ATTENDEES WILL BE ABLE TO:•Identify drivers of change that will alter the delivery of Medicaid•Understand how demographics shape each State’s Legislative Agenda and why Federal & State mandates impact providers

unevenly•Learn how innovative care management practices have already positively impact both quality

and cost•Update on physician alignment, consolidation and pressures on Tax Exempt Status within each state

PREREQUISITES/PRE-WORK:Basic understanding of reimbursement methodology and importance of Payer Mix to the acute care provider

MODERATOR: Ivy Bibler, Senior Vice President & Senior Client Manager, Bank of America Merrill Lynch’s Healthcare and Institutions Group

PANELISTS:Bruce Rueben, President, Florida Hospital Association; Glenn Pearson FACHE, Executive Vice President, Georgia Hospital Association; Thornton Kirby, President and CEO, South Carolina Hospital Association; Mike Horsley, President and CEO, Alabama Hospital Association; Craig Becker, President, Tennessee Hospital Association

DIXIE’S CHANGING HEALTHCARE LANDSCAPE 2:30 PM

THE IMPACT OF HEALTH REFORM ON THE REVENUE CYCLE 12:00 PM

Value is driving a fundamental reorientation of the healthcare system. To successfully manage the transition, healthcare organizations should organize their efforts around driving value for care purchasers. In this presentation, HFMA President and CEO Joe Fifer will discuss strategies for improving value and share highlights of HFMA’s research findings on organizational road maps for value-driven health care.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Discuss stakeholder perspectives on value.•Develop strategies for improving value delivered to care purchasers.•Describe action steps for achieving value-driven health care.

PREREQUISITES/PRE-WORK:Basic knowledge of the healthcare delivery system and payment models

TOOLS AND TAKEAWAYS:Organizational road maps for value-driven health care

SPEAKER:Joseph J. Fifer, President and CEO, Healthcare Financial Management Association

DIXIE INSTITUTE 201324

T U E S D A Y E V E N T S


Royal Palm 1 - 3

BREAKFASTExhibit Hall7:00 am – 8:30 am

KEYNOTE ADDRESSRoyal Palm 1 - 38:30 am – 9:45 am

GENERAL SESSION REIMBURSEMENT UPDATERoyal Palm 1 - 310:15 am – 11:30 am

LUNCHSunset Deck11:30 am – 1:30 pm

BREAKOUT SESSIONSSee Locations Below1:30 pm – 2:30 pm

Royal Palm 1How to Incorporate Bundling into the Revenue Cycle

Royal Palm 2A Real Life Lesson From the Field How a Community Based Health System Re-defined It’s Strategy and Initiated Change in Response to the Paradigm Shift, Part 1

Royal Palm 3Preserving & Managing Your Tax Exemption: An Operational Perspective, Part 1

Acacia 1 - 3ICD–10: “Working Collaboratively with Providers, Clearinghouses and Payers in Preparing for the ICD–10 Transition”, Part 1

2:30 pm – 3:30 pm

Royal Palm 1Optimizing Third Party Recovery in the Healthcare Reform Climate

Royal Palm 2A Real Life Lesson From the Field How a Community Based Health System Re-defined It’s Strategy and Initiated Change in Response to the Paradigm Shift, Part 2

Royal Palm 3Preserving and Managing Your Tax Exemption: An Operational Perspective, Part 2

Acacia 1 - 3ICD–10: “Working Collaboratively with Providers, Clearinghouses and Payers in Preparing for the ICD–10 Transition”, Part 2

4:00 pm – 5:00 pm

Royal Palm 1Measurement, Accountability, Discipline – A “MAD” Approach to Revenue Cycle Performance

Royal Palm 2Physician Compensation: An Essential Component of an Effective Mergers and Acquisitions Strategy – A Unique Combination of National Lessons Learned from the Rural Hospital Perspective

Royal Palm 3Implementing Section 501(r): Best Practices and Pitfalls on the Road to Compliance

Acacia 1 - 3Emerging Trends and the Future of Healthcare Capital Markets

DINNER AT LEISURE5:30 pm – 8:00 pm

COCKTAILS AT “THE BAR”8:00 pm – 10:00 pm

Susan L Turney, MD, MS, FACP, FACMPEPresident and CEO, MGMA-ACMPETUESDAY KEYNOTE ADDRESS

MGMA-ACMPE: SUCCESSFUL MEDICAL PRACTICE MANAGEMENT

Dr. Turney is President and CEO of MGMA-ACMPE, the premier membership association for professional administrators and leaders of medical group practices, with 22,500 members who represent 13,600 organizations nationwide in which approximately 280,000 physicians currently practice. MGMA-ACMPE seeks to improve healthcare delivery with the advancement of members and their organizationsthrough advocacy, certification, networking and education. Dr. Turney earned her Fellowship in the American College of Medical Practice Executives (FACMPE) in 2005 and recently debuted on Modern Healthcare/Modern Physician’s list of Top 50 Most Influential Physician Executives in 2012 at number 11.

CPE 1.5

TUESDAY FEBRUARY 26COVERAGE MATTERSEligibility ServicesMedical Prior Authorization Review REVENUE MATTERSCoding ServicesCharge Capture ReviewCharge Description Master Audits PAYMENT MATTERSReceivables ManagementClinical Denials ManagementClinical Audit ReviewsManaged Care Contracting SupportPost Payment Recovery

People matter. Money matters.That’s a code we live by.

Reimbursement Matters.

Hospitals exist to serve the people of their communities in extraordinary ways. It’s the passion of everyone who works there. But to accomplish anything takes revenue—the lifeblood of any business. Every drop is precious.

Adreima’s intricately-organized teams of clinical, financial and eligibility experts navigate complex reimbursement matters to assure appropriate reimbursement and mitigate risk for hospitals and the communities they serve.

Southeastern Regional Headquarters4500 Salisbury Road, Suite 460J a c k s o nv i l l e , F l o r i d a 3 2 2 1 6adreima.com | (904)720-3030

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adreima 7.75 x 5 color ad.pdf 1 1/28/13 10:57 AM


Royal Palm 1CPE 1.0

Royal Palm 1 - 3

Royal Palm 1 - 3

MONDAY TUESDAY FEBRUARY 26 TUESDAY FEBRUARY 26 MGMA-ACMPE: SUCCESSFUL MEDICAL PRACTICE MANAGEMENT 8:30 AM BREAKOUT SESSIONS (CONTINUED FROM PREVIOUS PAGE)

DAY AT A GLANCE


8:30 am – 9:45 am

TUESDAY KEYNOTE ADDRESS

9:45 am – 10:15 amBREAK

10:15 am – 11:30 amGENERAL SESSION

11:30 am – 1:30 pmLUNCH

1:30 pm – 2:30 pmBREAKOUT SESSIONS


3:30 pm – 4:00 pmBREAK


5:30 pm - 8:00 pmDINNER AT LEISURE

8:00 pm - 10:00 pmCOCKTAILS AT “THE BAR”


CPE 1.5

CPE 1.5

Royal Palm 2CPE 1.0

Royal Palm 3CPE 1.0

Learn how to evaluate a medical practice’s financial viability and how to use financial incentives, shared governance and performance benchmarks to optimize the financial performance of a health system owned medical practice. Attendees will understand the differences between “paper” and “real” losses when medical practices function within a health system and learn how integrating a physician enterprise in the health system will be critical in the future healthcare environment.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Describe what contributes to profitability in health system owned medical practices•Understand how the physician enterprise positions your health system for future success

PREREQUISITES/PRE-WORK:Basic understanding of the financial systems within a medical practice

TOOLS AND TAKEAWAYS:Inventory of the financial and non-financial metrics an executive can use to benchmark a medical practice’s revenue cycle, cost efficiency, and profitability.

SPEAKER:Susan L. Turney, MD, President and CEO, MGMA-ACMPE Management Association

REIMBURSEMENT UPDATE 10:15 AM

Mr. Barry will provide an update on Medicare coverage, payment and compliance issues, including, as time permits: Any Medicare legislation that Congress may to pass now that we are past the “fiscal cliff”; Status of sequestration; Material changes made in the final OPPS and physician fee schedule regulations for 2013; Hospital appeal opportunities including rural floor budget neutrality, various DSH issues, and netting of provider taxes against additional Medicaid payments; and preserving appeal rights

AFTER THIS SESSION YOU WILL BE ABLE TO:•You will be aware of recent legislative and regulatory changes that affect your facility or healthcare system.•You will also be aware of appeal opportunities available to your organization and the chances of success.•You will learn how best to protect appeal rights to avoid dismissals on jurisdictional grounds.

PREREQUISITES/PRE-WORK:A basic understanding of Medicare reimbursement methodologies for hospitals, including the outpatient (outpatient prospective payment system) payments.

TOOLS AND TAKEAWAYS:Medicare coverage update and strategic approaches to protecting appeal rights.

SPEAKER:Dennis M. Barry, Partner, King & Spalding

BREAKOUT SESSIONS 1:30 PM

HOW TO INCORPORATE BUNDLING IN THE REVENUE CYCLE

Anticipate and overcome potential hurdles in implementing bundled or other alternative payment agreements through this review of alternative payment models. This session will address the impact of bundled payment methodologies on current basic revenue cycle processes, technology challenges, and business office and payor relationships through a review of example models.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Prepare and communicate effectively with contractors as you enter into agreements for alternative

payment methodologies that will impact the revenue cycle.•Analyze how current market opportunities will impact existing processes and relationships.•Assess practical revenue cycle risks associated with alternative payment methodologies and learn

how to mitigate them before implementation.•Understand specific limitations of some key managed care payers.

PREREQUISITES/PRE-WORK:General knowledge of revenue cycle operations and reimbursement methodologies

TOOLS AND TAKEAWAYS:Revenue cycle alternative payment methodology implementation tools and flow chart

SPEAKERS: Leonard Kalm, Vice President Managed Care, HCA and Shannon Dauchot, Senior Vice President Corporate Operations & Client Relations, Parallon Business Solutions

A REAL LIFE LESSON FROM THE FIELD: HOW A COMMUNITY BASED HEALTH SYSTEM RE-DEFINED IT’S STRATEGY AND INITIATED CHANGE IN RESPONSE TO THE PARADIGM SHIFT, PART 1

NCH Healthcare is a private not for profit healthcare system in Naples Florida. NCH has 684 licensed beds which are split between two hospitals NCH-Downtown Campus andNCH-North Naples Campus. NCH is rated as A2 by Moody’s and was the first hospital in Florida to become a member of the Mayo Clinic Care Network. During its 54 year history prior to 2010, NCH employed very few physicians, instead focusing on being the community’s leading provider of inpatient care. As a consequence in 2009 as a system, approximately 76% of NCH’s net revenue came from inpatient services and 24% came from outpatient services. Starting in the latter part of 2009, the management team, recognizing that the healthcare system was not well positioned in the outpatient arena, launched a strategic initiative that included the purchase of four cardiology practices, an outpatient catheterization lab, and the community’s largest multi-specialty physician practice. This initiative when fully implemented resulted in the adding 67 physicians, 20 midlevel providers, 350 “support” personnel and roughly $53M in new outpatient revenue. These transactions brought NCH’s outpatient revenue to 36% of total net patient revenue.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Discuss stakeholder perspectives on purchasing physician practices.•Develop strategies for merging cultures between the inpatient hospital team and the physician practice team.•Describe action steps for involving subject matter experts for legal, valuation and compensation arrangements and creating

transparency during the transaction.

PREREQUISITES/PRE-WORK:Basic knowledge of compensation arrangements between hospitals and physicians

TOOLS AND TAKEAWAYS:Lessons learned during the launch of this strategic initiative and action steps for addressing the winner’s curse, the Monday morning quarterbacks, the culture collision, and the move to the new model of the future

MODERATOR: Gary Scott Davis, Partner, McDermott, Will & EmeryPANELISTS: Dr. Allen Weiss, Chief Executive Officer, NCH Healthcare System; Vicki Orr, Chief Financial Officer, NCH Healthcare System; Kevin Cooper, Esq., Chief of Staff and General Counsel, NCH Healthcare System

PRESERVING AND MANAGING YOUR TAX EXEMPTION: AN OPERATIONAL PERSPECTIVE, PART I

With the changes to the law made by the Patient Protection and Affordable Care Act of 2010, legislative changes in state tax laws and increased audit scrutiny by the IRS and state governmental agencies the tax-exempt status of hospitals are at risk. Illinois is setting the trend of revoking state tax exemptions for property and sales/use tax. Sandy Kraiss of the Illinois Hospital Association was directly involved with crafting the 2012 tax exemption and charity legislation flowing from the landmark Provena Medical Center case. Lea McLaughlin, Baptist Pensacola will review with us their recent 3 year IRS examination process and issues. Lea will discuss the issues the IRS challenged and how they handled the examination; as well as discuss how they implemented new internal controls and processes around the tax function. John Woodhull with Crowe Horwath will discuss the 501(r) regulations, best practice CHNA Reports and how you can use Form 990 as a business case to support, preserve and manage your tax-exemption.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Discuss specifics of the 2012 legislation specifically the 501(r).•Develop strategies, controls and processes for preparing for Government Audits.•Describe best practices for completing the Community Health Needs Assessment, Form 990 in developing the business case to support

tax-exempt status business case to support tax-exempt status.

PREREQUISITES/PRE-WORK:Basic knowledge of proposed regulations and guidance regarding the requirements for charitable hospital organizations relating to financial assistance and emergency medical care policies, charges for certain care provided to individuals eligible for financial assistance, and billing and collections.


BREAKOUT SESSIONS 1:30 PM (CONTINUED FROM PREVIOUS PAGE)


DAY AT A GLANCE


8:30 am – 9:45 amTUESDAY KEYNOTE ADDRESS

9:45 am – 10:15 amBREAK


11:30 am – 1:30 pmLUNCH







TUESDAY FEBRUARY 26

Royal Palm 1

Royal Palm 1

Acacia 1 - 3CPE 1.0

Royal Palm 2CPE 1.0

Royal Palm 3CPE 1.0

MEASUREMENT, ACCOUNTABILITY, DISCIPLINE: A “MAD” APPROACH TO REVENUE CYCLE PERFORMANCE

This session will incorporate the principles of measurement, accountability, and discipline to illustrate how to develop a sustained approach to a high performing revenue cycle. In today’s “magic pill” society, leaders must realize and accept that performance and profitability are not achieved by quick fixes, but by a measured, accountable, disciplined effort. Attendees will learn how to identify and track problem areas through KPI measurement, ensure all areas are held accountable for their measured performance, and incorporate a disciplined approach to process management. Real examples will be used from East Alabama Medical Center’s experience in managing revenue cycle performance.

AFTER THIS SESSION, YOU WILL BE ABLE TO: •Recognize how a lack of measurement, accountability, and discipline will kill revenue cycle performance and overall profitability.•Examine your own revenue cycle to determine where measurement, accountability, and discipline can be implemented.•Explore tips and strategies for effective implementation of the “MAD” principles.

PREREQUISITES/PRE-WORK:Basic understanding of hospital revenue cycle structure.

TOOLS AND TAKEAWAYS:Understanding of “MAD” principles and their application.

SPEAKERS:LeAnne Moran, Revenue Cycle Director, East Alabama Medical Center and Daniel Bergantz, Director Revenue Cycle Advisory Services, PNC Healthcare

CPE 1.0

PHYSICIAN COMPENSATION: AN ESSENTIAL COMPONENT OF AN EFFECTIVE MERGERS AND ACQUISITIONS STRATEGY: A UNIQUE COMBINATION OF NATIONAL LESSONS LEARNED FROM THE RURAL HOSPITAL PERSPECTIVE

The changing state of the industry requires new thinking when it comes to one of the most important and controversial components to physician employment – physician compensation. Learn how to find the right risk/balance for physician compensation in an effort to address rising investments that have resulted from the flood of practice acquisitions and the growing level of physician employment have hospitals trying to. Discuss how quality should be measured and factored into the compensation model as the shift in payment models creates new challenges for both hospitals and physicians.

AFTER THIS SESSION, YOU WILL BE ABLE TO:•Understand the market factors driving the increase in M&A activity•Prioritize the four key deal components•Identify the success factors that support a long-term sustainable model•Apply quality incentives as an additional way to align priorities as the paradigm shifts

PREREQUISITES/PRE-WORK:All attendees expected to be eligible, no pre-requisites applicable.

TOOLS AND TAKEAWAYS:Methodologies for evaluating M&A opportunities and constructing physician compensation models geared to promote financial and strategic objectives.

SPEAKERS:Tim Murphy, Vice President, Physician Practice Development, LifePoint Hospitals and Eric Passon, Senior Vice President Financial Operations, Southwind

PRESERVING AND MANAGING YOUR TAX EXEMPTION: AN OPERATIONAL PERSPECTIVE, PART 2

Panel discussion continued.

BREAKOUT SESSIONS 2:30 PM (CONTINUED FROM PREVIOUS PAGE) TUESDAY FEBRUARY 26


PRESERVING AND MANAGING YOUR TAX EXEMPTION: AN OPERATIONAL PERSPECTIVE, PART I (continued)

TOOLS AND TAKEAWAYS:Knowledge of new Illinois legislation requiring hospitals to meet a test for tax exemption. Examples of financial assistance policies and determining presumptive eligibility. Cross-walk template to reconcile Form 990, financial statements and cost reports to support, preserve and manage your tax-exemption.

MODERATOR:Cindy Kushner, Tax Partner, Crowe Horwath, LLPPANELISTS: Sandy Kraiss, Senior Director, Finance, Illinois Hospital Association; Lea McLaughlin, Tax Manager, Baptist Pensacola and John Woodhull, National Tax, Exempt Organization, Crowe Horwath LLP

ICD–10: “WORKING COLLABORATIVELY WITH PROVIDERS, CLEARINGHOUSES AND PAYERS IN PREPARING FOR THE ICD-10 TRANSITION”, PART 1

This panel will discuss the importance of providers, clearinghouses, and payers working collaboratively to accomplish end-to-end testing of claims in preparation for the ICD10 transition. This exercise will benefit everyone in analyzing the coding, billing, transport, adjudication and remittance of ICD10 claims, and ultimately the impact it will have on reimbursement, financial accuracy and quality reporting. Additionally the findings from this end-to-end testing also identify deficiencies or short falls in the level of specificity within the provider’s clinical documentation.

MODERATORS: Marie Lydick, Supervisor IT-Revenue Management, Baptist Health South Florida; Kim Griffin-Hunter, Partner-Southeast Healthcare Leader, Deloitte & Touche LLPPANELISTS: Ross Lippincott, Vice President, United Healthcare’s Provider and Network Service Operation; Ann Chenoweth, Senior Director of Industry Relations, 3M Health Information Systems; Lee Ratliff, Clinical Business Technology Consultant, Baptist Health South Florida; Gale Scott, EDI Regulatory Compliance Administrator, Tampa General Hospital; George Vancore Jr., Sr. Manager – Compliance Portfolio, Delivery Systems, Florida Blue; Joe Gonzalez, Senior Vice President, Secure EDI

OPTIMIZING THIRD PARTY RECOVERY IN THE HEALTHCARE REFORM CLIMATE

Learn the advantages to building a successful Third Party Recovery Program in the Healthcare Reform Climate. This session will cover why Third Party Recovery is increasingly important, and how to build a program that maximizes your recovery while not conflicting with certain provisions of the Healthcare Reform Law. Example cases from Gwinnett Medical Center in Lawrenceville GA, will be featured.

AFTER THIS SESSION, YOU WILL BE ABLE TO:•Learn challenges Hospitals face in attempting to collect from third parties in the face of Healthcare

Reform and how to address those challenges.•Learn how to build an effective third party recovery system, from the front to the back end.•Learn why now more than ever it is necessary to maximize your third party recovery.

SPEAKERS:Cathy Dougherty, FHMA AVP Revenue Management, Gwinnett Hospital System, Inc. and Elizabeth Richards, Attorney, Clinton A. Harkins, P.C.

Acacia 1 - 3CPE 1.0

CPE 1.0

A REAL LIFE LESSON FROM THE FIELD: HOW A COMMUNITY BASED HEALTH SYSTEM RE-DEFINED IT’S STRATEGY AND INITIATED CHANGE IN RESPONSE TO THE PARADIGM SHIFT, PART 2


Royal Palm 2CPE 1.0


ICD–10: “WORKING COLLABORATIVELY WITH PROVIDERS, CLEARINGHOUSES AND PAYERS IN PREPARING FOR THE ICD–10 TRANSITION”, PART 2



Jason Hwang, M.D., M.B.A. Co-Founder, Innosight Institute and Co-Author, The Innovator’s Prescription: A Disruptive Solution for Health Care TUESDAY KEYNOTE ADDRESS

THE INNOVATOR’S PRESCRIPTION

Jason Hwang, M.D., M.B.A. is an internal medicine physician. Together with Professor Clayton M. Christensen of Harvard Business School and the late Jerome H. Grossman of Harvard Kennedy School of Government, Dr. Hwang co-authored “The Innovator’s Prescription: A Disruptive Solution for Health Care” (McGraw-Hill, January 2009), which is the American College of Healthcare Executives 2010 Book of the Year and recipient of the 2011 Health Service Journal Circle Prize for Inspiring Innovation.

Dr. Hwang previously co-founded and was the Executive Director of Healthcare at Innosight Institute, a non-profit social innovation think tank. He also taught as chief resident and clinical instructor at the University of California, Irvine, where he received multiple recognitions for his clinical work. He has also served as a clinician with the Southern California Kaiser Permanente Medical Group and the Department of Veterans Affairs Medical Center in Long Beach, California. Dr. Hwang received his B.S. and M.D. from the University of Michigan and his M.B.A. from Harvard Business School.

W E D N E S D A Y E V E N T S

Royal Palm 1 - 3

CPE 1.5

WEDNESDAY FEBRUARY 27

DAY AT A GLANCE


8:30 am – 9:45 am

TUESDAY KEYNOTE ADDRESS

9:45 AM – 10:15 amBREAK


11:30 am – 1:30 pmLUNCH








TUESDAY FEBRUARY 26

BREAKFASTExhibit Hall7:00 am – 8:30 am

GENERAL SESSIONKNOW THY VENDOR: HOW WELL DO YOU?Royal Palm 1 - 38:30 am – 9:30 am

PANEL DISCUSSIONOUTSOURCING BUSINESS OFFICE OPERATIONS – BENEFITS AND BEST PRACTICESRoyal Palm 1 - 39:45 am – 11:00 am

KEYNOTE ADDRESSTHE INNOVATOR’S PRESCRIPTIONRoyal Palm 1 - 311:15 am – 12:30 pm

EMERGING TRENDS AND THE FUTURE OF HEALTHCARE CAPITAL MARKETS

The healthcare capital markets have gone through drastic changes in the last several years. Bond insurance and credit enhancement have all but disappeared, and alternatives like direct placements have emerged with new benefits, but also new risks. As interest rates dipped to new lows last year, some hospitals have refunded bonds and revisited how to pay for capital projects, but many providers are still staying away from the debt markets out of concerns about what the future holds. To take advantage of current market opportunities and maintain access to capital in an unpredictable environment, CFOs must be current on their structural options and how markets determine terms and pricing. Moderated by HFA Partners, an independent financial advisory firm, hospital CFOs from five states will discuss what’s changed in the healthcare debt markets, what structures work, and how different organizations plan to preserve their financial position and access to capital in the future.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Discuss the pros and cons of various debt options in today’s environment.•Develop metrics and strategies for funding new projects and refunding existing debt.•Apply best practices to preserve and enhance access to capital with rating agencies, investors and

banks.

PREREQUISITES/PRE-WORK:Basic understanding of tax-exempt bond financing

TOOLS AND TAKEAWAYS:Lessons learned during the financing process, choosing between debt products, how to manage bond ratings, when to start the refunding process, what to do with swap liability.

MODERATOR: Pierre Bogacz, Managing Director, HFA Partners, LLCPANELIST: Susan Cornejo, Senior Vice President and Chief Financial Officer, Providence Hospital

Royal Palm 3CPE 1.0

Acacia 1 - 3CPE 1.0

IMPLEMENTING SECTION 501(R): BEST PRACTICES AND PITFALLS ON THE ROAD TO COMPLIANCE

Hospitals face a number of new disclosure and reporting requirements under Section 501(r), passed as part of the Affordable Care Act. This session will discuss the Section 501(r) requirements regarding hospitals’ financial assistance and emergency care policies, charge policies, and billing and collections practices as set forth in the Proposed Regulations issued in June 2012. Presenters will share best practices and challenges, as well as a practical discussion of implementation pitfalls.

AFTER THIS SESSION, YOU WILL BE ABLE TO: •Identify the requirements for adoption of a financial assistance policy and emergency medical care

policy.•Understand methods for determining amounts generally billed to patients and how these amounts

relate to charges to patients eligible for financial assistance.•Comprehend guidelines for implementing extraordinary collection actions that are compliant with

section 501(r).

PREREQUISITES/PRE-WORK:None

TOOLS AND TAKEAWAYS:501(r) implementation best practices

SPEAKER:Amy S. Dosik, Partner, National Exempt Organization Tax Practice, Ernst & Young LLP

BREAKOUT SESSIONS 4:00 PM (CONTINUED FROM PREVIOUS PAGE)


GENERAL SESSION - STEALING IN PLAIN SIGHT: KNOW THY VENDOR 8:30 AM

Royal Palm 1 - 3

Royal Palm 1 - 3

Royal Palm 1 - 3

Don’t become a FRAUDian slip: Protect your organization’s bottom line and reduce vendor risk by taking credentialing beyond the surface into a comprehensive systematic vetting process. Explore how a large healthcare system identified vendor fraud and is proactively taking steps to manage threats in the future.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Identify the need for vendor risk management.•Determine the vendor risk tolerance level at your organization.•Evaluate your vendor population through automated processes.•Learn how a more thorough vetting of your vendors helps protect your bottom line.

PREREQUISITES/PRE-WORK:A basic understanding of risk management.

TOOLS AND TAKEAWAYS:Strategic approaches to mitigating risks in the vendor selection and vendor retention processes.

SPEAKERS:Matt Muhart, Senior Vice President & Chief Financial Officer, Memorial Healthcare System and Tom Green, Director, Vendor Risk Management, IMC, Inc.

In today’s environment the outsourcing of business office and revenue cycle management operations is a strategy that is becoming a larger component of the master plans of many healthcare provider organizations. The increased complexities and projected financial impact associated with the Affordable Care Act are driving many providers towards outsourcing strategies that can help them to better navigate the changing landscape, which includes striving to ensure compliance with the new regulatory guidelines and assisting with the stabilization of the bottom line during times of reimbursement changes. The practice of outsourcing can lead to improved results – reduction of Accounts Receivable days, increased cash collections, achievement of workflow efficiencies, workforce optimization, specialized expertise, access to technological resources, improved patient relations and the enhancement of overall financial performance. All of these benefits support better business and healthcare decisions.

AFTER THIS SESSION YOU WILL BE ABLE TO:•Draw upon an innovative example utilizing a model that is broad in scope (addressing multiple areas

and disciplines of the provider organization) with longer-term objectives in mind.•Compare a dynamic example, narrow in scope and with more immediate objectives, illustrating how

a multi-faceted solution was created and implemented under extremely tight time constraints in order to address a highly complex situation with millions of dollars of re-billable revenue at stake.

•Contrast a more traditional business office outsourcing example, but with a different twist as the outsourcing organization itself actually stems from a large healthcare provider organization, and draws from its years of experience of supporting its internal facilities.

PREREQUISITES/PRE-WORK:A basic knowledge of healthcare provider business office operations.

TOOLS AND TAKEAWAYS:The panel discussion will focus on key drivers that each provider considered when moving to an out-sourced model, the best practices learned from implementing the model and the outcome derived by embracing the outsourced model.

MODERATOR: Melinda Ramsdell, Senior Vice President, Healthcare and Institutions Division, Bank of America Merrill LynchPANELISTS: Joanne Aquilina, Vice President of Finance/CFO, Bethesda Health; Carmen Voelz, Vice President Revenue Cycle Managed Services, OptumInsight; Tim Skeldon, CFO, Parrish Medical Center; Merle Glasgow, Vice President, Sales & Marketing, ARx, LLC; Shannon Dauchot, Senior Vice President Corporate Operations & Client Relations, Parallon Business Solutions and Tom Scott, Vice President Revenue Cycle Operations, LifePoint Hospitals

Learn how disruptive innovations have led to greater affordability and accessibility in other industries, and understand how to apply the model to predict and prepare for a similar transformation in health care. Review examples of disruptive innovations in health care, examine the factors that impede disruption, and determine what financial professionals can do to promote innovations that lower costs and improve care.

AFTER THIS SESSION, YOU WILL BE ABLE TO:•Recognize and foster innovations that will reduce costs and improve the quality and accessibility of health care.•Anticipate common barriers to disruption in health care and predict which innovations are more likely to succeed.•Design appropriate financial and organizational structures that encourage disruptive innovation.

PREREQUISITES/PRE-WORK: None

TOOLS AND TAKEAWAYS: Health care leaders must understand and foster disruptive innovations to ensure the long-term success of their organizations.

SPEAKER:Jason Hwang, MD, Co-Founder, Innosight Institute and Co-Author, The Innovator’s Prescription: A Disruptive Solution for Health Care

How much will you lose to take-backs this year?

You earned it. Now stop losing it.As hard as you work to submit clean and compliant claims, your e� orts to receive reimbursement don’t end there. Payors can still deny all or parts of a claim. Even worse, when you undergo a RAC audit by your region’s Medicare Recovery Auditor, you can be asked to give back reimbursement you received as far back as three years ago.Enter Craneware’s Audit & Revenue Recovery solutions: designed to empower you to manage payor denials and retain more cash from RAC and other auditors – ensuring that you collect and retain all the revenue to which you are legitimately entitled.From medical necessity to chargemaster management to audits and denials, our range of software solutions helps one in four U.S. hospitals optimize reimbursement, increase operational e� ciency, and reduce compliance risk.

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Craneware Revenue Integrity Solutions. Focused on Integrity™Craneware Revenue Integrity Solutions. Focused on Integrity™

DAY AT A GLANCE



9:30 am – 9:45 amBREAK

9:45 am – 11:00 amPANEL DISCUSSION

11:00 am – 11:15 amBREAK

11:15 am - 12:30 pmWEDNESDAY KEYNOTE ADDRESS


WEDNESDAY FEBRUARY 27 KNOW THY VENDOR: HOW WELL DO YOU? 8:30 AM

OUTSOURCING BUSINESS OFFICE OPERATIONS: BENEFITS & BEST PRACTICES 9:45 AM

KEYNOTE ADDRESS: THE INNOVATOR’S PRESCRIPTION 11:15 AM WEDNESDAY FEBRUARY 27

CPE 1.0 CPE 1.5

CPE 1.5

HFMA 2013 Dixie Conference Program

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Transcript of HFMA 2013 Dixie Conference Program