april2015newsletter. - HFMA
Transcription
april2015newsletter. - HFMA
Certification Program: Changing Provider Press: Mercy Medical Center-Dubuque Region 8 Mid American Summer Institute Volume 68 | Issue 1 April 2015 S E R V I N G T H E M E M B E R S H I P O F T H E I O W A C H A P T E R O F H E A LT H C A R E F I N A N C I A L M A N A G E M E N T A S S O C I AT I O N Outpatient Prospective Payment System Final Rule 2015 WRITTEN BY: Sue Brammer, CPA, FHFMA, Partner | BKD, LLP & Chad Tysdahl, CPA, Managing Consultant | BKD, LLP The Centers for Medicare & Medicaid Services (CMS) released the final 2015 Outpatient Prospective Payment System (OPPS) rule in the November 10, 2014, Federal Register (FR). The rule is effective January 1, 2015. This article highlights several of the major provisions related to outpatient services. The complete text may be found online. Consistent with past years, the OPPS rules exclude critical access hospitals and Indian Health Service hospitals as well as hospitals located outside the 50 states, District of Columbia and Puerto Rico. Rates The Medicare rates will increase by 2.2 percent, more than the 2014 increase of 1.8 percent. The increase includes a 2.9 percent market basket increase, reduced by 0.5 percent multifactor productivity adjustment and a 0.2 percent adjustment as mandated by the Patient Protection & Affordable Care Act. CMS projects an increase in Medicare payments of approximately $5.1 billion. For hospitals failing to meet the quality reporting requirements, their rates will continue to be reduced by 2 percent. Rural sole community hospitals (SCH) also will continue to receive the 7.1 percent additional adjustment. Table 49 of the FR includes the estimated rate changes for the various hospital types, which includes an estimated 2.3 percent increase for urban hospitals, 1.9 percent for rural hospitals, 3.1 percent for major teaching hospitals and 2 percent for nonteaching hospitals. For hospital-specific information, CMS has included on its website an impact file organized by provider number. article continues on page 4... In This Issue OFFICERS: Treasurer’s Report ................. 3 From the President ................ 5 Annual Chapter Awards.......... 7 New Members ....................... 9 Casino Night ....................... 10 Panel of Payers ................... 11 HFMA Announces.................12 Past-President President President-Elect Vice President Secretary Treasurer COMMITTEE CHAIRS: Shawn Steffen Darren Osten Kara Dunham Chad Tysdahl Deanna Gray Kyle Wilcox BOARD OF DIRECTORS: Crystal Estabrook (1st term/2nd year) Tim Huber (1st term/2nd year) Dave Muhs (1st term, 2nd year) Jeremy Behrens (1st term/1st year) Denise Hook (2nd term/1st year) Phil Roudabush (1st term/1st year) Event Photos .............. 13-14 Region 8 ..............................15 Certification Q&A .................16 Sponsor Spotlight #1 ...........21 Hospitality Events ............... 24 Upcoming Programming ......25 Provider Press .................... 29 Sponsor Spotlight #2 .......... 30 Meeting Minutes................. 31 Check out all the great things you can do on the IOWA Chapter website at: www.hfmaiowa.org Attendance Luke Gruber/Mike Dobbs Audit Bylaws Certification Trenton Fast Darren Osten Larry Brown Directory Jeremy Behrens Kara Dunham Founders Susan Horras Historian Marcus Goldenstein IHA Liaison Dan Royer Job Referral Krista Ketcham LINK Shawn Steffen Membership Networking Newsletter and Communications Tim Huber Denyse Scott Marcus Goldenstein Stephanie Hultman Nominating Kara Dunham Programming Chad Tysdahl Sponsorship Kara Dunham Strategic Planning Darren Osten Website/Technology Yerger Robb Rood Shawn Steffen newsletter editor: Stephanie Hultman, CHFP, CRCS-I/P Communications Chair, Iowa HFMA Past President 2011-2012, Iowa HFMA 319.240.5306 | [email protected] Income Total Actual Other Meeting Income SUBMITTED BY: Kyle Wilcox Meeting Income Education Income Golf Outing Income Dues Rebate from National Interest Income General Sponsorship Budget vs. Actuals: FY 14-15 Budget FY15 P&L Total Income June 2014 December 2014 Expenses Meetings Expenses Education Newsletter Expense Golf Outing Expenses Social Event Expenses Directory Expenses Member Recognition Member Survey Fees HFMA Web Site Office Supplies/Copying Postage Membership Fees Administrative Expenses Insurance Credit Cards Other Expenses Budget -60.00 10,000.00 19,921.34 979.00 3,435.00 10,096.66 96.14 62,540.42 32,000.00 0.00 5,000.00 9,550.00 300.00 65,505.00 $97,068.56 $112,355.00 58,592.08 445.00 1,950.00 4,234.50 3,000.19 6,041.08 1,197.02 77,775.00 899.40 109.98 1,785.00 186.10 5.26 2,800.00 4,000.00 6,400.00 5,300.00 2,000.00 200.00 1,500.00 250.00 100.00 0.00 10,050.00 780.00 1,200.00 Total Expenses $78,445.61 $112,355.00 Net Operating Income $18,622.95 $0.00 Other Expenses Reconciliation Discrepancies -120.00 Total Other Expenses Net Other Income Net Income – page 3 – -$120.00 $0.00 $120.00 $0.00 $18,742.95 $0.00 Outpatient Prospective Payment System, continued... In analyzing the rate changes, it is important to also evaluate the impact of the wage index changes. Sixty percent of the outpatient payment remains adjusted by the wage index. Similar to the Inpatient Prospective Payment System (IPPS) regulations for federal fiscal year 2015, CMS is implementing the new core based statistical areas (CBSA) from the Office of Management & Budget (OMB) based on the 2010 census. For hospitals negatively affected by a CBSA change, there is a one-year transition period during which the hospital will be paid 50 percent based on the old CBSA wage index and 50 percent paid based on the new index. Other changes include: C-APC & Other APC Changes A major change is the implementation of 25 of the 28 proposed comprehensive ambulatory payment groups (C-APC), which CMS defines as “a classification for the provision of a primary service and all adjunctive services provided to support the delivery of the primary service.” The 2014 final rules included the regulations regarding assigning device-dependent APCs for a single service payment effective January 1, 2015. The 2015 FR is a continuation of the discussion regarding C-APCs. For the C-APC codes, the status indicator is J1. These 25 C-APCs represent 219 procedures. Table 6 includes the list of exclusions from the C-APC services. Table 7 lists the C-APCs, which include 12 clinical families. The families are important because if there is more than one service with two different families, the payment will be based on the higher. Finally, Table 8 lists the add-on codes that are evaluated for the complexity adjustment. Not to be confused with C-APCs, CMS also has composite APCs, which also receive a single payment for groups of services performed together normally. It is important to review the changes related to composite APCs. CMS is conditionally packaging ancillary services that are “integral, ancillary, supportive, dependent, or adjunctive to a primary service.” Ancillary services with a geometric mean cost of $100 or less will be conditionally packaged; they will be paid only if that service is the only one on the claim. Service performed with an emergency room visit, for example, will not be paid. Exceptions to this rule for preventive services can be found in Table 1. Other services excluded from packaging are certain psychiatric and counseling-related services, low-cost drug administration services and add-on drugs like immunizations. The APCs conditionally packaged as ancillary services are listed in Table 12. CMS also finalized changes to conditional package services with status indicator X (ancillary services). CMS will delete status indicator X as of January 1, 2015. These services will be assigned status indicator Q1 (conditionally packaged) or S (significant procedure, not discounted when multiple). Ancillary services will not generate separate payment in 2015 if provided on the same date of service as a procedure or visit. CMS also finalized the packaging of add-on codes assigned to device-dependent APCs. All medical and surgical supplies covered under the OPPS now will be packaged. – page 4 – CMS finalized its proposed changes to device-dependent edits beginning in 2015 and will require facilities to report a device code for procedures currently assigned to a devicedependent APC. All implantable prosthetic supplies now are packaged with the related surgical procedures. This general category includes items such as ostomy skin barriers and phalanges. Replacement prosthetic supplies at a time later than the initial surgical procedure and outside the hospital still will be available through the DMEPOS Fee Schedule. It appears nonimplantable prosthetic devices, such as braces and splints, commonly provided in emergency room visits and physical therapy department continue to be payable through the DMEPOS fee schedule. CMS will use a high- and low-cost threshold for skin substitutes based on the weighted average mean unit cost for all skin substitutes based on claims data. These costs were factored when assigning the application procedure CPT codes into the correct APC. CMS also will evaluate skin substitute applications to determine whether to use passthrough payment through the device pass-through process versus the drug pass-through process when setting future payment rates. The Healthcare Common Procedure Coding System (HCPCS) codes for skin substitutes have expanded from two in 2014 to 61 distinct codes in 2015. The vast majority of the codes (43) continue to be packaged. Only 18 HCPCS codes had or continue to have pass-through status. Tables 34 and 35 offer further detail. Any new or revised CPT codes after July, when the proposed rules are released, will not be included in the final rules or quarterly updates. Instead, new and revised codes will be delayed in adoption for a year. The exceptions are those CPT codes that describe a whole new technology or procedure not previously addressed under OPPS. Those new CPT codes would be priced and made effective outside the annual rate-setting process. This change is effective January 1, 2016. Therefore, only codes released by the American Medical Association by July 1, 2015, will be included in the final rules for 2016. Nonpass-through drugs and biologicals separately payable under OPPS will be reimbursed at the average sales price plus 6 percent. The inpatient-only list has been modified to add CPT 22220 (osteotomy of spine including discectomy, anterior approach, single vertebral segment; thoracic) and delete CPT 63043 and 63044. See Addendum E for the complete list of inpatient-only codes. article continues on page 6... SUBMITTED BY: Darren Osten, CPA, FHFMA I cannot believe how fast the HFMA year has come and gone. It has truly been an honor to serve as the President of the Iowa Chapter of HFMA this year and serve on the board of the chapter over the last several years. As the year winds down, I am truly thankful for all the support I received throughout the year from fellow board members, volunteers and chapter members and I personally want to thank them for all of their efforts throughout this past year. My time serving as an officer of the Iowa Chapter has led to many great experiences with in the chapter and on the national level and has led to the development of many great relationships both within the chapter and through networking with other chapters throughout the nation. I certainly would not trade the value of the HFMA experiences I have encountered over the past few years. The strength of our chapter is also displayed through the benefits we provide to our membership through educational offerings. This year, the Iowa Chapter embarked on several new successful endeavors in our educational offerings as follows: Collaboration with the Iowa Hospital Association at the IHA Annual Meeting. The IHA meeting had over 1,700 attendees over the 3 day period, and we certainly had a strong turnout at the HFMA track held at the meeting. We are working to continue to develop and expand upon our collaboration with the Iowa Hospital Association to provide additional educational offerings for the benefit of our membership. Another collaboration we developed was the Revenue Cycle Webinar Series with Iowa AAHAM. This endeavor provided a new educational offering each month, focusing on relevant revenue cycle topics geared toward business office professionals. In the first year of this series we were very pleased with the content of each webinar as demonstrated by the large attendance of our members and other healthcare professionals for each of these sessions. We are certainly planning on continuing this effort into next year and are looking for other collaborative opportunities to provide educational topics. Our chapter is a very strong chapter nationally and it is seen that way on the national level through benchmarking criteria and what others experience when they attend our chapter events. That strength is only developed through the engagement of our volunteer leadership and membership. I strongly encourage all members to get involved with the Chapter. The educational opportunities and experiences I have received throughout my role in the chapter have been very valuable. We offered a HFMA Certification practicum in conjunction with our Winter Meeting in January 2015 to assist members in preparation for the Certified Healthcare Finance Professional (CHFP) exam. Our chapter ranks 3rd nationally in percentage of certified members, and we continue to work on improving that ranking. Since the course was held, we have had two additional members become certified and several others are working toward preparation for the exam. Also, the activities of the Chapter could not be done without the support of our corporate sponsors. Their continued support and engagement within the chapter certainly adds to the strength of our chapter by allowing us to provide quality educational opportunities for the benefit of our membership. The strength of our chapter is certainly displayed through the results of the annual Membership Satisfaction Survey. The survey resulted in a 68% Overall High Satisfaction rating provided by our membership. The chapter is rated on educational topics and programs, quality of speakers, meeting location, coverage of state and regional issues, chapter newsletter and website, networking opportunities and an overall rating. Incoming Chapter President, Kara Dunham, and the rest of the Chapter leadership team will be utilizing the results of the membership satisfaction survey in planning the activities and the direction of the Chapter at the upcoming national Leadership Training Conference in April and the chapter strategic planning meeting in May. I have certainly enjoyed my role in the Iowa Chapter of HFMA and am very thankful for the opportunity to serve in this role. The support received from the team of officers and directors Kara Dunham, Chad Tysdahl, Deanna Gray, Kyle Wilcox, Tim Huber, Jeremy Behrens, Crystal Estrabrook, Phil Roudabush, Denise Hook, Dave Muhs and the late Shawn Gosch were instrumental in everything that was accomplished this last year. All provided excellent leadership, guidance and direction that contributed to the success of the Iowa Chapter. The national HFMA theme for this year was “Leading the Change” and this group along with all other committee members, sponsors, volunteers and our membership as a whole certainly demonstrate the ability to lead the change for Iowa Chapter to continue to improve upon the healthcare industry in our state. n – page 5 – Outpatient Prospective Payment System, continued... The recalibration of the APC-relative payment weights was computed similar to the 2014 final rule methodology. Refer to Addendum A and B for the relative weights for 2015. Provider-Based Departments In an effort to gather more information about payments made to off-campus provider-based departments, CMS is creating HCPCS modifier PO, which should be added to the outpatient claims for services provided in off-campus PBDs effective January 1, 2016. The definition of “on campus” is not changing—the main building or buildings adjacent to the main campus or within 250 yards of the main buildings. Reporting of the modifier is voluntary for 2015. In addition, CMS is changing related place of service (POS) codes on a professional claim. The POS 22 (outpatient hospital department) will be deleted and replaced by two POS codes to indicate on-campus or off-campus. The new POS codes will be available by July 1, 2015. The POS 23 for emergency room visits will continue. Finally, please note the above changes for off-campus provider-based facilities do not include remote or satellite facilities as defined by 42 CFR 413.65(a)(2) and 42 CFR 412.22(h), respectively. Quality Provisions With regard to the outpatient quality reporting (OQR) program, CMS is adding one measure (OP-32: Facility 7-Day Risk-Standardized Hospital Visit Rate after Outpatient Colonoscopy) for 2018 that was proposed to be added for 2017. Prior to reporting the measure, CMS will perform a preliminary analysis to allow hospitals to review their scores and provide feedback. CMS also is excluding one previously adopted measure (OP-31: Cataracts—Improvement in Patient’s Visual Function within 90 Days Following Cataract Surgery) for 2016, making it voluntary for 2017. CMS has redefined “topped out” and removed two such topped out measures (OP-6: Timing of Antibiotic Prophylaxis and OP-7: Prophylactic Antibiotic Selection for Surgical Patients). OP-04: Aspirin at Arrival will be retained in the Hospital OQR Program requirements. Clarifications related to the data submission for OP-27: Influenza Vaccination Coverage among Healthcare Personnel was included and delayed data collection for two measures (OP-29: Endoscopy/Polyp Surveillance: Appropriate Follow-up Interval for Normal Colonoscopy in Average Risk Patients and OP-30: Endoscopy/ Polyp Surveillance: Colonoscopy Interval for Patients with a History of Adnomatous Polyps—Avoidance of Inappropriate Use). Other changes include revisions to the validation procedures and criteria for extraordinary situation extensions or exemptions. Program resources and requirements can be found on QualityNet. Physician Certification Based on the 2014 IPPS final rule, CMS requires physician certification, including an admission order, for all inpatient admissions. However, the 2015 OPPS final rule changed this requirement so that as of January 1, 2015, physician certification is required only for longstay cases expected to last at least 20 days and for outlier cases. The admission order remains required for inpatient stays. Other The OPPS rules also include numerous changes to APCs, CMHCs and physician ownership expansion issues that are beyond the scope of this article. It is evident from the 2015 OPPS rules that CMS plans to continue consolidating and packaging payments in subsequent years. It is important to evaluate the impact of the 2015 and future changes. For more information, contact your BKD advisor. Article printed with permission from BKD, LLP, www.bkd.com. All rights reserved. n Iowa Network Publication Objective Iowa Network is the official publication of the Iowa Chapter of Healthcare Financial Management Association. Iowa Network is published four times a year. Our Objective is to provide members with information regarding chapter and national activities, with current and useful news of both national and local significance to healthcare finance professionals and to serve as a forum for the exchange of ideas and information. Editorial Policy Opinions expressed in articles or features are those of the author and do not necessarily reflect the views of the Iowa Chapter of Healthcare Financial Management Association or the editor. The editor strongly encourages the submission of material for publication. The editor reserves the right to edit material and accept or reject contributions whether solicited or not. n – page 6 – SUBMITTED BY: Shawn Steffen | PHOTOS BY: Deanna Gray, FHFMA Awards – It has been a great honor and privilege to have been part of the Iowa HFMA Organization as a member and as an Officer. I look forward to many more years of continuing to support the Chapter. I have had the great honor to have worked with a great group of individuals that have represented the Iowa Chapter so significantly. Yerger Award Multi-Chapter Event: Darren Osten – For the ICD-10/Rac Symposium The awards we received from National are the following: (Not every Chair, Board member, or Officer receives awards but it takes each of their efforts to help support the ones that did – thank you all) Gold Award for Education: Kara Dunham Hottum Award for Education Improvement: Kara Dunham – this award goes to chapters that have a significant increase attendance at educational events. Yerger Award: Darren Osten – Sponsorship Fair – Any individual, with Board Approval, can write a Yerger. This is an award to recognize a project or event that benefited the chapter greatly either in attendance, member satisfaction, growth, new programs or improve programs. Gold Award for Membership Growth & Retention: Tim Huber Medal of Honor Recipients: Shawn Steffen, Randy Rubin, and Tim Huber. Yerger Award Multi-Chapter Event: Darren Osten – this goes to the chapters that have worked on developing programs that cross state boundaries and bring in a wide array of education, leadership, and networking opportunities This award would have been for the Mid America Summer Institute. This prestigious award recognizes an individual who has been actively involved in HFMA for at least three years after earning the Muncie Gold Award, has provided significant service at the chapter, regional and/or national level in at least two of those years, and remains a member in good standing. Thank you to the Committee Chairs, Board Members, Officers, and all the great members of the Iowa HFMA Chapter for making 2013-2014 such a success! As 2014-2015 comes to an end, it has been a wonderful year for me as your Past President of the Iowa Chapter. n – page 7 – The perfect way to YOURSELF Trusted medical professional liability coverage from Coverys Over 32,000 physicians, dentists and allied healthcare professionals and hundreds of hospitals and clinics cover themselves with Coverys. You should too. Our rock solid financial strength makes us the intelligent choice. Nobody covers you like Coverys. Staying in touch with market and industry trends and keeping informed of what is around the corner, prepares you for the future…and keeps you ahead of your competition. Seim Johnson is your partner for all your audit, tax, assurance and consulting needs. Our professionals are here to provide you Solutions with Vision. www.coverys.com 800.313.5888 MHA Insurance Company IMPROVING IMPR OVING YOUR YOUR STRUCTURALL INTEGRIT STRUCTURA INTEGRITY TY PROSOURCE The Professional Outsourcing Solution AN ARRAY SERVICES GROUP COMPANY 11-800-692-7374 -800-692 2-773774 4 – page 8 – > http://www.linkedin.com Type “HFMA Iowa Chapter” in the “People” search box, Request To Join > http://www.facebook.com Type “HFMA Iowa Chapter Chapter” in the “Search” box, Click on “Like” Region 8 Webinars: Coming Soon... Revenue Cycle Webinars: April 9, 2015 April 23, 2015 New Members: SUBMITTED BY: Stephanie Hultman, CHFP NEW: Lisa M. Schultz, Advanced Asset Alliance Anh Le, UnityPoint Health Jaime Fritz, Mercy Medical Center REINSTATE: Allen J. Kehm, Mercy Medical Center Darleen A. Poe, SnF Management Penelope L. Soucie, CPA, Jackson County Regional Health Center Kristin Brewbaker, University of Iowa Health Care REINSTATE: Craig R Flanagan, UnityPoint at Home TRANSFER IN: Justine V. Burns, Aetna January 2015: February 2015: NEW: Jean Ward, UnityPoint Health Stephanie Giberson, Henry County Health Center Luke Bland, 1Comm Medical, Inc. Kim J. Stout, University of Iowa Ashley P Bassett, Monroe County Hospital Tara K Steinkuehler, UnityPoint Health Deb Althouse, UnityPoint Health Tanner Jontz, UnityPoint Health Mark Feilmeier, UnityPoint Health Lisa Ryan, UnityPoint Health NEW: Jessica Hoepker, Monroe County Hospital & Clinics Laurie Tobias, UnityPoint Health Kara L Winker, Greene County Medical Center Danielle Johnson, UnityPoint Health Hannah J O’Brien, Great River Medical Center Christine M. Anderson, State Hygienic Laboratory at the University of Iowa Kim K Grimshaw, Great River Medical Center Lacee Richmond, BKD, LLP December 2014: All meetings, except the October meeting, are held at the Hilton Garden Inn, Johnston, Iowa. Mark your calendars and plan to attend. RENEW: Ken L. Fisher, University Of Iowa Healthcare Courtney Petty, Navigant Consulting January New Member Breakfast SUBMITTED BY: Tim Huber The new member breakfast was held at the Winter Meeting on January 23rd. We had three members in attendance, Luke Bland with 1Comm Medical, Brian Grimes with Credit Bureau Services of Iowa, and Steven Juve with Creditor Advocates. They were joined by Shawn Steffen, Darren Osten, Kyle Wilcox, and Tim Huber. Time was spent sharing personal backgrounds and information on the Iowa Chapter of HFMA. It was a great opportunity for chapter leaders to discuss HFMA and for the new members to network with fellow Iowa Chapter members. REMINDER - MEMBERSHIP RENEWAL UNDERWAY We value your commitment to HFMA and want you to make sure as members you continue to receive the benefit of outstanding resources, networking opportunities and how-to solutions. Watch your e-mail and mailboxes for valuable information on renewing their membership for the upcoming year. Both our current members and reinstating members can renew online or by calling (800) 252-4362, ext. 2. n – page 9 – Prairie Meadows Des Moines Join your fellow members for an evening of fun and excitement! Enjoy a trolley ride to Prairie Meadows for a complimentary dinner buffet, followed by a lucky evening of gaming! Let the Fun Begin! – page 10 – pril 16, 2015 5:30 pm SUBMITTED BY: Crystal Estabrook, CHFP HFMA and AAHAM sponsored their 3rd annual Spring Panel of Payers on March 25 at Iowa Methodist Medical Center in Des Moines. There were over 70 attendees present for this popular event. The meeting began with Bryan Dempsey with Iowa Medicaid discussing updates on the Iowa Health and Wellness Plan. Ashley Savonell with Iowa Medicaid also joined Bryan to provide information on the ICD-10 conversion. The presentation continued with payer representatives Paige Petitt with UnitedHealthcare, Kim Foltz with Meridian, Ellen Myers with Wellmark, and Jan Ervin and Mary Sue Gardner with WPS Medicare. All payers provided updates on ICD-10 testing and discussions on provider readiness, along with other billing and audit highlights. At the conclusion of the payer presentations, breakout sessions were held so that providers could ask additional questions and network with the payer representatives. This event was also a great opportunity for revenue cycle and billing professionals to network with one another, as well as receive updates from our major payors. HFMA and AAHAM are will be hosting the 4th Annual All Payer Panels in November 2015 and March 2016. n – page 11 – New Certification Program SUBMITTED BY: LARRY BROWN, CHFP In June of 2015 HFMA will be reconfiguring the CHFP Certification Program. The intent is to move beyond the traditional focus on demonstrating competence in finance and accounting and focus on issues that reflect the contemporary healthcare environment. The reconfigured CHFP will consist of two online modules: The Business of Healthcare: A big-picture overview of healthcare finance, risk and risk mitigation, new payment models, financial accounting and cost analysis, strategic financial issues, managing financial resources, and shifting payment models. Operational Excellence: The application of business acumen includes exercises that use a case study approach to understanding the business of health care. Both modules as well at the test will be available online from your own computer through HFMA’s online learning platform. This will replace the current testing that is done through Castle Worldwide. If you are currently studying for the existing CHFP program you are able to do so and still take the CHFP exam through Castle Worldwide as you had planned. For further details and answers to any questions please see the CHFP FAQ document attached to this newsletter or visit the website at www.hfma.org/chfp. You may also e-mail questions to the HFMA Certification team at [email protected]. n – page 12 – White Elephant Gift Exchange PHOTOS BY: Deanna Gray, FHFMA – page 13 – Winter Meeting and Rube’s Steakhouse PHOTOS BY: Deanna Gray, FHFMA – page 14 – SUBMITTED BY: Tracy Packingham Spring 2015 Wow, it’s hard to believe this is my final Regional Executive message and another HFMA year is almost complete. I would like to take this opportunity to say “Thank You” to all of the Region 8 Presidents – Darren, Amy, Troy, Rita, Tim, Sarah, Jon, Becky and Jim. It has been a privilege to work with and get to know all of you. It has been a phenomenal year to say the least. All the chapters in the region have met or exceeded goals and will be presented with National Awards at ANI this year in Orlando. It takes a TEAM to make this happen and we have an amazing group of dedicated individuals. CONGRATULATIONS to each of you! Stephanie Hultman and her TEAM have been working hard to bring yet another fantastic year in 2015/2016. Thank you Steph for all your support through this year; the region is in very good hands with you and Bill Fenske. Thank you for the continued support of all of our officers, directors, volunteers and members. Our chapters are truly exceptional. Region 8 ROCKS!!! Get involved and make this next chapter year even better. Thanks for the opportunity to serve as your Region 8 Regional Executive. This was truly a fabulous experience and look forward to working with the new leadership. Lastly, I would like to thank all of the chapter leaders who have made the Region 8 Mid America Summer Institutes a success. Don’t miss the conference this year, August 26-28 in Minneapolis, MN. Hope to see everyone there. My telephone number is 314-570-3580 and my email address is [email protected]. I welcome your questions and comments at anytime!!! Tracy Packingham Regional Executive HFMA Region 8 n – page 15 – – page 16 – – page 17 – – page 18 – – page 19 – – page 20 – ICE Technologies is singularly focused on helping healthcare organizations with their IT challenges. We make your hospital’s IT work better. So, let us know if you need help optimizing your EHR implementation, improving your network reliability, improving your reporting or your IT strategy, or just need to fill a gap on your IT team. We’re here to help! 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Sponsor Spotlight for April 2015: ICE Technologies – page 21 – n Platinum Sponsors Avadyne Health Pam Brindley 10604 Justin Drive Des Moines, IA 50322 866-812-2149 [email protected] www.avadynehealth.com Baird Holm, LLP Michael Chase 1500 Woodmen Tower 1700 Farnam St Omaha, NE 68102-2068 402-636-8326 [email protected] www.bairdholm.com BKD, LLP Kevin Morey 1201 Walnut, Ste 1700 Kansas City, Mo 64106-2246 816-701-0235 [email protected] www.bkd.com Clifton Larson Allen, LLP Trenton Fast 121 West Bridge Street Owantonna, MN 55060 507-446-7118 [email protected] www.cliftonlarsonallen.com Coverys Jim Davis 6215 W St Joseph Hwy Lansing, MI 48917 800-313-5888 [email protected] www.coverys.com Craneware Luke Foslien 13219 Tyler Street NE Minneapolis, MN 612-323-0040 [email protected] www.craneware.com Eide Bailly, LLP Joseph Splinter 1545 Associates Drive, Ste 101 Dubuque, IA 52002 563-557-6170 [email protected] www.eidebailly.com Seim Johnson Brian Green 18081 Burt St, Ste 200 Omaha, NE 68022 402-330-2660 [email protected] www.seimjohnson.com Early Out Services, Inc. / General Service Bureau, Inc. Brad Uhlenhopp 2829 NW 165th Street Clive, IA 50325 515-223-0343 [email protected] www.gsbcollect.com Wellmark Tom Newton 1331 Grand Ave Des Moines, IA 50309 515-376-4511 [email protected] www.wellmark.com Lutz Paul Baumert 13616 California St, Ste 300 Omaha, NE 68154 402-496-8800 [email protected] www.lutz.us Gold Sponsors McGladrey, Inc. Jon Hillmann 201 N Harrison St, Ste 300 Davenport, IA 52801 563-888-4029 [email protected] www.mcgladrey.com Prosource Billing, Inc., / J.C. Christensen & Associates, Inc. Shelly Soupir 200 14th Ave E Sartell, MN, 56377 402-651-2103 shelly.soupir @arraysg.com www.arraysg.com Rycan Jody Heard PO Box 306 Marshall, MN 56258 507-532-3324 Ext 305 [email protected] www.rycan.com Bankers Trust Bank of America Merrill Lynch Michael Siurek 135 South LaSalle Street Chicago, IL 60603 312-537-6605 [email protected] www.baml.com Credit Bureau Services of Iowa, Inc. Brian Grimes 1306 S 7th St Oskaloosa, IA 52577 641-673-3403 [email protected] www.creditiowa.com The Hauge Group Charlie Cole 2320 W 49th St Sioux Falls, SD 57105 605-336-9490 [email protected] www.thehaugegroup.com Patient Matters, LLC Paul Hoyt 518 S. Magnolia Ave, 3rd Floor Orlando, FL 32801 678-665-1111 [email protected] www.patientmatters.com – page 22 – Patientco Pete Heydt 3333 Piedmont Rd, 5th Floor Atlanta, GA 30305 888-747-2455 [email protected] www.patientco.com Silver Sponsors Aureus Group Nuria Archer 13609 California St, Ste 100 Omaha, NE 68154 [email protected] www.aureusgroup.com Cirius Group, Inc. Mark Ehnen 140 Gregory Lane, #240 Pleasant Hill, CA 94523 925-685-9300 [email protected] www.ciriusgroup.com Emdeon Mark Middendorf 3055 Lebanon Pike Nashville, TN 37214 320-685-8945 [email protected] www.emdeon.com ICE Technologies Karlie Van Soelen 411 SE 9th Street Pella, IA 50219 641-628-0238 [email protected] ww.icetechnologies.com MDS (Medical Data Systems, Inc.) Estelle Welte 2001 9th Avenue, Ste 312 Vero Beach, FL 32960 772-559-8782 [email protected] www.meddatsys.com Medical Protective Michael Mitchell 5814 Reed Road Fort Wayne, IN 46835 800-463-3776 [email protected] www.medpro.com US Bank Rob Bakker 520 Walnut Street Des Moines, IA 50309 515-245-6252 [email protected] www.usbank.com Bankers Trust Melissa A. Stover, Esq. 453 7th Street Des Moines, IA 50309 515-245-5269 [email protected] www.bankerstrust.com Halvorson Trane Kit Cartwright 2220 NW 108th St Clive, IA 50325 515-309-4522 [email protected] www.trane.com Medical Reimbursements of America, Inc. Veronica Modricker, CHFP 7105 Moores Lane Brentwood, TN 37027 309-912-0480 [email protected] www.medicalreimbursements.com Xtend Healthcare Kimberly George 500 W Main St, Ste 14 Hendersonville, TN 37075 615-447-2029 [email protected] www.wtendhealthcare.net Commerce Bank Denyse Scott 3155 Indian Point Dr. Ellston, IA 50074 641-414-1076 [email protected] www.commercebank.com Naveos Charlene Mathis 46191 Westlake Drive Sterling, VA 20165 571-455-5336 [email protected] www.naveosdata.com Bronze Sponsors Denman & Company, LLP Jay Horn 1601 22nd St, Ste 400 West Des Moines, IA 50266 515-225-8400 [email protected] www.denman-cpa.com ProAssurance Doug Darnell 1002 Deming Way Madison, WI 53717 608-826-5815 [email protected] www.proassurance.com Des Moines University Master of Health Care Administration Gina Smith 3200 Grand Avenue Des Moines, IA 50312 515-271-7497 [email protected] www.dmu.edu Relay Health Deanna Gray 1001 W Sunset Circle Indianola, IA 50125 515-321-2051 [email protected] www.relayhealth.com MediRevv Robb Rudd 2600 University Parkway Coralville, IA 52241 319-665-4982 [email protected] www.medirevv.com Meridian Health Plan Cathy Crowley 666 Grand Ave, Floor 14 Des Moines, IA 50309 [email protected] www.mhplan.com SilverStone Group, Inc. Lauren Fleharty 11516 Miracle Hills Drive Omaha, NE 68154 402-964-5578 [email protected] www.ssgi.com TrueNorth Companies Matt Evans [email protected] Tim McMahon [email protected] 500 1st St. SE Cedar Rapids, IA 52406 800-798-4080 www.truenorthcompanies.com Advanced Asset Alliance/ AAA Collections Jill Heyden 3500 S 1st Ave, Ste 100 Sioux Falls, SD 57105 605-978-9660 [email protected] www.aaa-coll.com American Express Bryan Olson 774 Oak Circle Victoria, MN 55386 952-443-0167 [email protected] www.americanexpress.com/ hospitals Automated Accounts Management Services (AAMS) Luke Gruber 4800 Mills Civic Pkwy # 202 West Des Moines, IA 50265 515-225-0525 [email protected] www.aamsonline.com Avantas Scott Allison 11128 John Galt Blvd #400 Omaha, NE 68137 402-717-7706 [email protected] www.avantas.com Eagle Recovery Associates, Inc. Nancy Vollmer 424 SW Washington St, 3rd Floor Peoria, Illinois 61602 309-272-4501 [email protected] www.eaglerecovery.net Gronewold, Bell, Kyhnn & Co., PC Chris Nelson 1910 E 7th St PO Box 369 Atlantic, IA 50022 712-243-1800 [email protected] www.gbkco.com – page 23 – SSI Group Christy Dawson 4721 Morrison Drive Mobile, AL 36609 800-880-3032 [email protected] www.ssigroup.com The Harry A. Koch Company Derek Briscoe 14010 FNB Pkwy, Ste 300 Omaha, NE 68154 402-861-7130 [email protected] www.hakco.com SUBMITTED BY: Marcus Goldenstein and Denyse Scott Rube’s Steakhouse!!!! You ask WHY all of the exciting punctuation? Well, because of all of the fun stories that are told before, during and especially AFTER the event! This Rube’s dinner and White Elephant gift exchange has been running for four years and counting, and each time there are new and hilarious stories and gifts that just cause all sorts of excitement! Due to the expanded attendance this year and also availability of the space, we convinced Rube’s management to give us the entire party room. With this came great food, conversation and interesting white elephant gifts. There were approximately 60 attendees on Thursday evening, January 22. Similar to years past, the entire group enjoyed grilling their own steaks, chicken and seafood with the White Elephant gift exchange ending the evening. We promise you, it NEVER fails, the gifts are always surprising and cause such a ruckus of laughter. Thanks again to the attendees and the very creative gift ideas. A HUGE thank you goes out to our six sponsors: Avadyne Health, BKD, Coverys, The Hauge Group, Patient Matters and Seim Johnson. As always, we appreciate your continued support of the Iowa HFMA Chapter and the hospitality events. The spring meeting will be held April 16th and 17th. Plans are still in the works, but the theme is going to be a Casino Night. We are figuring out the logistics and details. More information will be coming once the event is coordinated. Hope to see you there! Your Hospitality Committee Chairs Denyse Scott (641-772-4480) Marcus Goldenstein (402-330-2660) – page 24 – n SUBMITTED BY: Chad Tysdahl Iowa HFMA - Spring Meeting April 16-17, 2015 THE INDIVIDUAL. During our time together you get the opportunity to focus on your personal development as an authentic and moral person. This investigation takes place through discussion, self-discovery, and self-reflection. Once you have an idea of who you are morally we then explore the role you play as a leader in society. As a leader we discuss the obligation of ethical decision-making and you get to consider how you best contribute to this obligation. It is through these processes that you will be better equipped to go down the moral path when confronted with a dilemma. During the last part of the session we synthesize your self-reflection and the role of leadership with the AICPA Code of Conduct. During this synthesis activity you will identify the direct impact you have to help uphold and support your profession’s ethical obligation to yourself, to each other, and to the public. Thursday, April 16 HFMA Update: Price Transparency in Challenging Times Todd Nelson, Technical Director with National HFMA Program Objective: More than ever, healthcare finance is in the spotlight, with media, regulators, and consumers focused on issues such as healthcare pricing, healthcare quality, up-front payment, and medical debt collection. Learn strategies and tactics for presenting common-sense information to external audiences, including information about HFMA’s key initiatives. After this session, attendees will be able to: - Identify key challenges in external communications about healthcare finance issues - Understand attributes of an effective external message - Describe successful practices for sharing information with external audiences - Describe HFMA’s key initiatives that address today’s healthcare finance challenges Learning Objectives: - Recognize the importance of ethics in today’s business environment - Understand the sophisticated cognitive process associated with ethical decision-making - Explore the various factors that help identify a moral dilemma - Synthesize the AICPA Code of Conduct with the individual characteristics of the - Explore the role of leadership in the accounting profession - Understand the critical role of the individual in the ethical decision-making process HFMA 101: A Year in Review Darren Osten, Seim Johnson This program will provide an overview of the results of the 2014 HFMA Chapter Survey and ongoing activities of the Iowa Chapter of HFMA. Learning objective: Help you gain a better understanding of how the Board of Directors is working to continue to fulfill the mission and vision of your chapter. Installation of 2015-2016 Iowa HFMA Officers/Board Todd Nelson, National HFMA Ethics: The Role of You Jeremy Wortman, Owner HRD Initiatives Course Description: Our session takes a unique approach to discuss ethics in the accounting profession. We start with the most critical, and often the most neglected, element of moral decision-making, – page 25 – article continues on next page... Current Sessions Finance Track Revenue Cycle Track Financial Health of Iowa Critical Access Hospitals Roger Thompson, Seim Johnson The Impact of Quality Metrics and Outcomes on Hospital Reimbursement: Extending Clinical Documentation programs to safeguard against financial penalties. Kelly Gates, Optum 360 Program Description: The Affordable Care Act is demanding the health care industry focus more on quality outcomes. Quality-driven outcomes will not only impact hospital reimbursement but will also, because these measures are publically reported, provide a layer of transparency for health care consumers. It’s critically important that hospital leaders review such outcomes today, as they will need plan for mitigation of any negative impacts. This session will discuss how unplanned readmission penalties, mortality measures and other quality indicators will impact hospital reimbursement as well as reputation. Learning Objectives: - Recognize how evolving quality industry trends will impact hospital reimbursement. - Recite which quality initiatives will result in financial penalties. - Identify how expanding the scope of a CDI Program can deflect potential revenue reimbursement penalties. - Identify how organizational team work can produce better outcomes. - Describe methodology for ROI on quality measures attributed to CDI reviews. Program Description: Through his continued work with the University of North Carolina Rural Health Research Advisory Board, Roger will utilize financial indicators compiled by the Flex-monitoring team to illustrate how Iowa CAH’s compare to its region (J5) and nationally. He will provide anecdotal comments on differences, challenges, and opportunities for Iowa CAH’s. Revenue Cycle Track Defending Against a ZPIC or other Potential Fraud Investigation by the OIG Sarah Mendiola, Fotheringill & Wade, LLC and Washington & West, LLC Program Description: During this session we will explore how providers can best defend their organizations when faced with potential fraud allegations. We will discuss the growing auditing that is being performed by ZPICs and the OIG in the federal government’s pursuit of fraud and what they are potentially looking for. In order to understand the unique impact of a ZPIC audit, we will provide an example of a case study to analyze statistical sampling and the effect of extrapolation on an organization. Using this case study we will walk through the steps of the audit and explain how to recognize and respond to the ZPIC, and if necessary, how to subsequently appeal. We will also take a look at what lies ahead and the activity that providers can expect to see from the OIG in the future. article continues on next page... – page 26 – Learning Objectives: - Analyze an example of a ZPIC audit from the medical records request through the appeals process to understand the potential ramifications an organization may face. - Understand the OIGs recent areas of focus and the impact that they can have on an organization by reviewing a sample case study. - Gain a prospective view of what these auditors will be auditing in the future. - Understand how the auditing landscape is changing, potentially aligning physician and hospital interests for “related” claims, and what this means to providers. Finance Track Creating a High Performance Decision Support Team David Moldawer, Strata Decision, Hallie Klein, Strata Decision Program Description: As financials get tighter in healthcare, the speed and impact of decisions are becoming more critical. The role of the decision support team has changed from reporting volumes to reporting value. This shift has created challenges for decision support departments who don’t have the proper tools or processes in place. Learn how re-designing your decision support strategy and workflows can better meet the needs of your organization and help build the capacity of your team. Learning Objectives: - Explain the changing landscape of decision support - Evaluate your workflow and processes to find gaps and areas for improvement - Illustrate how leveraging systems and self-service can build capacity for your team. Revenue Cycle Track Bad Debt Management Tom Mentz, Mercy Iowa City Finance Track GASB 68 Considerations for Iowa Governments (and Non-Profits) with IPERS Covered Employees Darla Iverson IPERS CFO, and Andy Nielsen Deputy Auditor of State Program Description: Darla Iverson and Andy Nielsen will present a session summarizing the changes required by GASB Statement No. 68 and provide practical insights and sample note disclosures and required supplementary information designed to help implement the reporting requirements for Iowa governmental and non-profit entities. GASB 68, Accounting and Financial Reporting for Pensions, amends the provisions of GASB 27 and is effective for Iowa governments and other entities with IPERS covered employees whose fiscal year began after June 15, 2014. GASB 68 requires IPERS participating employers to recognize the employer’s proportionate share of IPERS’ net pension liability in the Statement of Net Position and a more comprehensive measure of its pension expense in the Statement of Activities. GASB 68 also requires more robust pension note disclosures and schedules of required supplementary information. Thursday, April 17 Registration/Hot Breakfast and New Member Welcoming Achieving Cost Reductions and Revenue Enhancement by Engaging Physicians Dr. Kent Bottles Dr. Bottles will bring his experience from teaching at The Thomas Jefferson University School of Population Health and from consulting with numerous integrated delivery systems and hospitals about how to get physicians to buy into the transition from fee for service to value based payments, changes in compensation, achieving safety and quality metrics, and participating in the pilots contained in the Affordable Care Act. Many physicians are skeptical of these changes and are not convinced that they will have to play ball. article continues on next page... – page 27 – Dr. Bottles will provide concrete real life examples of how physicians have been convinced that they have to change their practice in order to support the health care organization struggling to adapt to an environment where everyone will be held accountable for cost and quality metrics. The value based modifier will be explained as a revenue neutral program that will give some providers more reimbursement and some providers less reimbursement based on quality and cost metrics. Learning Objectives: By the end of the session, the participant will be able to – Understand how physicians are responding to the transformation of the American health care delivery system. – Implement strategies that will educate physicians and provide them with reasons to engage. – Gain more reimbursement from CMS by successfully participating in the value based modifier program – Articulate how some hospitals have modified physician compensation plans – Learn from case studies of different programs that have successfully engaged physicians in new programs. 501(r) Update Mike Engle, BKD Learning Objectives. Upon completion of this presentation, participants will be able to: – Identify changes related to financial assistance policies, charge limitations, billing and collections – Recognize ways to calculate amounts generally billed in accordance with 501(r)(5) regulations – Predict challenges and applications – Understand the essential elements of a compliant financial assistance policy – Understand the types of reasonable efforts required before initiating an extraordinary collections action – Learn what changes were made from the proposed regulations to the final regulations Iowa Hospital Association Update Erika Eckley, Iowa Hospital Association Program Description: This session will provide an update on state and federal healthcare policy and Regulatory issues impacting hospitals and healthcare organizations. n – page 28 – An Interview with Paul Blazer, Mercy Medical Center-Dubuque SUBMITTED BY: Kit Cartwright Tell me a little about your organization. Mercy Medical Center is located in Dubuque, IA and owns Mercy Medical Center Dyersville, a critical access hospital. We offer the usual, full range of Medical/Surgical services, Psychiatric, Rehab, SNF, and an ICF. We have been designated a Magnet Hospital for a third consecutive three-year period. In your experience, how has the Healthcare industry has changed over your career? Here’s one personal example: After a year on the job, I completed our 1975 Medicare cost report by hand. Now they can be completed using only extremely sophisticated computer software! This typifies how we have advanced in complexity, but not just in administrative functions. That “complexity” has also has also resulted in major advances in medical technology in that time as well. In your experience, how the HFMA Iowa chapter has changed over your career? When I started in HFMA in the late 70’s/early 80’s, the major opportunities were the quarterly chapter meetings, ANI, and hfm Magazine. Now, in addition to those, there are substantially more state, regional, and national educational seminar/webinar opportunities. How is your organization preparing for an uncertain future? Our hospital was essentially a standalone hospital when I started in the mid 70’s. Through numerous mergers and consolidations, culminated by the merger of Trinity Health with Catholic Health East in 2011-2012, we are now a member of one of the largest non-profit healthcare systems in the U.S. with hospitals from the East Coast to California, resulting in centralized operational efficiencies. What HFMA resources are you utilizing to help you deal with a changing healthcare landscape? With my retirement approaching shortly, I can look back at active participation in HFMA - through achieving fellowship, board membership, several years guiding others to certification as chair of the Certification Committee - as the best resource to help me stay current in an ever changing healthcare environment. n Mercy Medical Center - Dubuque | Dubuque, Iowa – page 29 – Baird Holm's integrated team of 85 attorneys, licensed in 19 states, is committed to connecting each of its valued clients to the positive outcomes they seek. With extensive and diverse expertise, we leverage each other's skills to respond efficiently to our clients' local, regional, national and international legal needs. We are proud to represent public and private companies, individuals, private funds and other investors, financial institutions, governmental entities and nonprofit organizations. Baird Holm has enjoyed steady and measured growth since its founding in 1873. For more than 40 years, our health care group has focused exclusively on the care and success of our clients in this highly regulated industry. Our combined experience in this field enables us to understand and appreciate the unique interrelationship among the health care facility, patient, physician, non‐physician practitioner, and the third party payor. We are also experts with regard to the varied payment and reimbursement mechanisms; the compliance and enforcement environment; the tax environment in which nonprofit health care providers operate; the constitutional and statutory environment; and the constant tension between the regulatory and competitive environment. Our attorneys often serve as general counsel, and provide a full range of services to many of our health care clients. We also serve as special counsel on individual issues and transactions, and work with clients' existing counsel. For more information about Baird Holm, please visit www.bairdholm.com. n Sponsor Spotlight for April 2015: Baird Holm, LLP • Reclaim 87 minutes per day for each member of your team! • Reduce first pass denials by 44% and increase recoveries by 17%. • Generate more self-pay revenue AND increase patient loyalty. Expect More From Your CPA Firm Pamela Brindley CHFP, CPAT, CCAT, CCAE Account Executive (866) 812-2149 [email protected] avadynehealth.com Eide Bailly is a CPA and business advisory firm with a national health care practice. Our services go beyond audit and tax to help you maximize your reimbursement, streamline operations and develop a plan for a strong, confident future. IB E RT Y Ground-breaking Technology… Unparalleled Services… Unified. Your Revenue Cycle. Perfected. time. It’s your money. It’s your L LET YOUR VISION DETERMINE YOUR OUTCOMES NOT THE OTHER WAY AROUND IN GOD WE TRUST Are you running out of both? 563.557.6170 www.eidebailly.com/healthcare – page 30 – SUBMITTED BY: Deanna Gray, FHFMA Davis Chapter Management/Chapter Balanced Scorecard Review: Reports through 9/18 distributed. Minutes Iowa Chapter HFMA Board of Directors Meeting October 07, 2014 Hilton Garden Inn Johnston, IA Member Satisfaction Survey: out 10/27. Will be announced on Thursday morning at IHA. Attending: Darren Osten, Tim Huber, Marcus Goldenstein, Denise Hook, Kara Dunham, Deanna Gray, Kyle Wilcox, Crystal Estabrook, Rob Rood, Jeremy Behrens, Stephanie Hultman, Larry Brown, Dave Muhs. Chad Tysdahl joined via conference line at 4:30pm Education: Tysdahl and Osten to work with IHA to tabulate hours for joint meeting. 1000 ahead of last year for education hours; on track for Gold. Call to Order: President Osten called the meeting to order at 4:05 pm. Certification: on track based on revised requirements July 2014 Board Meeting Minutes: Huber motioned to approve. Steffen seconded. All approved and motion carried. Fall President’s Meeting: 9/21-22 in Chicago. Focus was aligning hospitals, clinics, and payers. All chapters in our region are struggling with membership. Discussion regarding Yergers earned in various chapters, succession planning, officer rotation variations (planned for Jan BOD agenda); ways to increase provider participation. Regional Executive following Steph Hultman will be Bill Fenske. Regional Treasurer succeeding Gretchin Heckenlively will be Randy Hoffman. Reviewed Region 8 outcomes. Past President Report: Yerger Committee report: six on the table, need to narrow it down to four. Revenue Cycle Webinar Series is currently in process. Recommendations for additional 3 are Student Engagement (Wilcox). Networking (Goldenstein and Scott). IHA Collaboration (Osten). Deadline for Yerger submission is April 1st. Presidents Report: Osten led discussion on the following: Burgess Foundation: Received acknowledgement of the Iowa Chapter of HFMA’s $1000 donation in memory of Shawn Gosch Membership: at 383 with goal of 419; current challenge Strategic Planning Document: intended for use with succession planning. Document distributed for evaluation and input. Goldenstein will redistribute spreadsheet for all to update current role duties and responsibilities. article continues on next page... LUTZ HEALTHCARE Our experienced healthcare team specializes in &KĂŶĚĂĐĐŽƵŶƟŶŐƐƵƉƉŽƌƚƐĞƌǀŝĐĞƐ͕ĐŽƐƚƌĞƉŽƌƚ ƉƌĞƉĂƌĂƟŽŶĂŶĚƌĞŝŵďƵƌƐĞŵĞŶƚĂŶĂůLJƐŝƐ͕ďŝůůŝŶŐ ĂŶĚĐŽĚŝŶŐĂƐƐŝƐƚĂŶĐĞĂŶĚĐŚĂƌŐĞŵĂƐƚĞƌƌĞǀŝĞǁƐ͘ DŝŶĚtŚĂƚDĂƩĞƌƐat LUTZ.US Paul Baumert, CPA, FHFMA Dan Bartz, CPA Kirk Delperdang Bo Hansen, CPA Dani Holley, CPC-H Julianne Kipple, MBA, CPA, CHFP Nancy Thygesen, RHIA Tara Wisdom ϭϯϲϭϲĂůŝĨŽƌŶŝĂ^ƚƌĞĞƚ͕^ƵŝƚĞϯϬϬ KŵĂŚĂ͕EϲϴϭϱϰͲϱϯϯϲ ϰϬϮ͘ϰϵϲ͘ϴϴϬϬͮWWW.LUTZ.US – page 31 – Joint Meeting: Physician Collaboration with IMGMA: 2/17-18 Omaha In planning phase IHA Meeting Attendance Expected: Rural Health Talk: 80 confirmed; Panel, 46 confirmed President Elect’s Report: Dunham reported on the following: Winter Meeting: 1.5 days with Tracks for Thursday. Sponsorship fair. New member breakfast on Friday morning. Rube’s will be the awards ceremony. 2014-15 Corporate Sponsorship Drive: kicked off first week of October. Five pledge forms received so far with many evaluating new sponsorship levels. One brand new, two increased current levels. LTC – April ’15 San Antonio, TX; details TBD Payer Panel: 37 registered Webinars: 10/16 McGladrey Part II Ambulatory payment, 10/19 final. Region 8 for IA: Conifer will be speaking regarding charge master review. Goal was to hit 100 per meeting and we’ve exceeded that for the first 3. Mini LTC: in the spring in Des Moines; details TBD Nominating Committee: need to finalize nominations to be announced at the January meeting Summer Meeting Review – good feedback on meetings. A few technical difficulties. Budget was 92, had 125 attend. Only actual speaker expense was Brenda, plus T&E for all speakers. COMMITTEE REPORTS: Attendance: 125 registered attendees for April meeting. Finance: Wilcox presented verbally. Reports will be distributed to the board for closer review, tabling for approval. Update as of 1/15/2015: financial reports were distributed via email on 10/17/14 with first approval from Steffen on 10/17/14 and 2nd approval from Muhs on 10/21/14. IHA meeting – Dan is still waiting for his final version of the brochure. Chad and Darren will coordinate a conference call. New member breakfast will be moved to January. Region 8 webcast: good feedback (Osten) DCMS goal 16.2 hours per member (24.6 per member for Hottum) Bylaws: No updates Certification: Brown presented Founders Points: No updates Goal: National changed goals from number certified to percent certified. Iowa was 2nd in the country at 19.2%. We are already at Gold based on the change. Membership: Huber Drop List Discussion: 77 as of July. Need to reengage at least 50% to reinstate. Needed 67 as of July to hit 419 as target, believe we’re at 383 per DCMS. Have renewed 15 with 6 additional committed. Still 29 short of goal. Prospect List: anyone who attends an HFMA event and is not a current HFMA member is emailed to Huber once per year. Certification Survey had 34 respondents. There were 30 interested in becoming CHFP, and 24 wanted to proceed to FHFMA certification. 29 were interested with onsite education although 22 were more interested in a webinar format. One study guide requested during the process. Programming Committee: Tysdahl presented article continues on next page... – page 32 – National Certification Course Proposal from Christoph S: speaker fee $2500 + OOP (for either in person or webinar), receive a study guide with the program. Suggest that we charge $199 as a deposit and then reimburse upon passed exam. Two half days, and this will be offered in January the day before and the first day of the meeting. Osten suggested free participation to those who attend for the rest of the January meeting. Greater St. Louis is offering five 2-hour sessions in November as another option for members. Crystal will research locations. Discussion regarding inviting multiple chapters to share expenses. Larry will confirm availability and Darren will send invitations to surrounding chapter presidents to solicit participation. October Hospitality for IHA meeting: Tuesday after Board Meeting: “Progressive on Court”: Appetizer, Entrée, Dessert, Nightcap. Sponsor at each one of the locations. January Meeting: Hook recommended that we conduct the awards banquet during lunch vs. the evening meal. Tysdahl will allow for a longer lunch. Social will be at Rube’s Steakhouse with White Elephant exchange. Founders Points: No report Membership Directory: Behrens reported that the Directories were completed and distributed in person at IHA meeting, and the rest will be mailed. Certification Policy: Updated and distributed via survey and newsletter Website: Rood reported that logos will be updated to the web site for links directly to sponsor pages per sponsorship Newsletter: Hultman reported Fall Newsletter Distribution 10/2 and reported to National: Members: 393 Alternates: 64 Sponsors: 58 Job Referral: No report, although there are 4 posts on the web site Historian: No report Total 515 Emails Bylaws and Policies and Procedures: included for periodic review and in preparation for review of the officer rotation structure. Adjournment: Hook motioned to adjourn the meeting. Steffen seconded the motion. Meeting adjourned at 5:34 PM. Networking: Scott and Goldenstein reported WANT A SECOND OPINION ON YOUR LIABILITY COVERAGE? The Professional Liability Resource Group at TrueNorth specializes in finding the right liability coverage for your practice’s unique needs. truenorthcompanies.com – page 33 – n