TAHFA Annual Conferences
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Hotel Room Reservations
A block of rooms have been reserved at the Embassy Suites San Antonio Riverwalk for October 13, 2017 – October 18, 2017. The special room rate will be available until September 14th or until the group block is sold-out, whichever comes first.
Book at the special conference rate HERE
Please note – hotel policy for group rates includes penalties for cancelling within 7 days.
Sunday, October 15, 2017
6:00pm – 8:00pm Bingo Night! Networking Reception
*$500 Bingo Night sponsorship available Everyone loves to be a winner! Our Bingo welcome reception will include a fun night of tasty cocktails, savory appetizers and a chance to win amazing prizes, including one of the grand prizes sponsored by you! Michael Trostel will join us again this year as the MC and Bingo caller for the night. In addition to a special shout out from Michael, you will receive logo recognition in all the pre-conference material that highlights the event, in the event program and on the website. You will also have the opportunity to present and award one of the grand prizes!
Monday, October 16, 2017
7:30am – 8:00am Registration
8:00am – 8:15am Welcome
8:15am – 9:45am Update on the Economic Condition of the U.S. and its Relation to Healthcare Reform
Course: 171001 | CPE: 1.5 | Level: Entry | Prerequisites: None
Latest update on the economic condition of the U.S., including federal social service expenditures, the national debt, Medicare, Medicaid and Social Security obligations, inflation, unemployment, and national economic policy options. Emphasis is on the impact of changes in healthcare reform legislation and implications for inter-generational equity.
After this session, attendees will be able to:
- Identify current and future U.S. healthcare economic challenges
- Evaluate healthcare economic policy options
- Inform healthcare institutional strategic planning
- Articulate the inter-generational healthcare economic implications
Healthcare financial managers, CPAs, Physicians, Nurses, Healthcare Administrators.
Dana A. Forgione, Professor of Accounting, University of Texas at San Antonio
Dana A. Forgione, Ph.D., CPA, CMA, CFE is a Professor of Accounting at the University of Texas at San Antonio. He is also an Adjunct Professor in the School of Medicine, Department of Cardiothoracic Surgery, the Department of Pediatrics, and in the School of Public Health, all at the University of Texas. Dr. Forgione previously served as advisor to the MBA in Healthcare Management program at the University of Baltimore, and held a joint appointment in the School of Pharmacy at the University of Maryland, where he taught in the Doctor of Pharmacy program.
9:15am – 10:15am The Credits and Debits of Conflict Management in Healthcare
Course: 171002 | CPE: 1.0 | Level: Entry | Prerequisites: None
In this session, participants will be equipped to engage others in moments of conflict with skills and understanding that will produce agreement and, most often, mutual benefit. This topic is essential to any organizational leader in their daily interactions with administrators, peers, employees, outside vendors, patients, and patients’ families.
Handy Conflict is present in every part of our lives. Even though financial matters may seem far from the trauma center, surgical suite, and hospital room, the healthcare financial professional is faced daily with challenges that are intensified by the healthcare environment. This session will include the following elements:
- Conflict’s components and why it dominates our attention
- Ways to separate your personal feelings and emotions by developing empathic approaches to confrontation
- Practical methods for opening conversation and moving to closure.
- Evidence of the value of collaborative conflict management, along with the costs
The objective of this course is for each participant to have a better understanding of the positive opportunities presented by conflict alongside the challenges that are readily seen and to develop each participant’s ability to view, analyze, and prepare for conflict interactions.
Joe L. “Joey” Cope is Executive Director for Duncum Center Solutions (a THA Endorsed Company) and an Associate Professor in Conflict Resolution at Abilene Christian University. He has served as adjunct professor at the Pepperdine University School of Law in Malibu, California, the Bowen School of Law in Little Rock, Arkansas, and the Center for Dispute Resolution and Conflict Management at Southern Methodist University. Cope is past chair of the State Bar of Texas Alternative Dispute Resolution Section. He serves on the board of the Texas Mediator Credentialing Association and is coauthor of West Publishing’s “Texas Practice Guide: Alternative Dispute Resolution.”
10:35am – 10:50am Break
*$200 Snack Break Sponsorship Available – Your logo will be displayed at the snack break station and included in the event program as an official break sponsor.
10:50am – 12:20pm Patient Satisfaction: Transforming Your Bottom Line
Course: 171003 | CPE: 1.0 | Level: Entry | Prerequisites: None
Medical research suggests that the success of patient recovery, therefore patient satisfaction, is a direct correlation of the engagement of not only the medical care but also of the patient personal reaction to the synergy during recovery, immediate as well as post. This synergy we generally label Motivation. However, research reveals this synergy is actually a momentum interactionally created by four components: one’s perception of self, perception of recovery, personal interactions, and vision. The greater the synergy, the greater the recovery and positive post experience impressions/satisfaction. In today’s medical arena, patient satisfaction is no longer dependent upon merely the level of physical/psychological recovery but rather the synergy of the entire “hospital experience.”
This overview of the Cleveland Momentum Model (CMM) will cover the four (4) synergistic elements of the model:
- Perception of Self: Orchestrating Reconstruction, learn 5 elements of self perception
- Perception of Recovery: Engineering Progress, learn the 3 stages of recovery
- Interactions in Relationships (Personal and Technological): Integrating Society, realize the presence of emotional filters affecting the individual.
- Vision for His/Her Progress and/or Future: If You Promise It, Follow Through, respect the personal values of the individual – learn all 3.
Who Should Attend? CEO, CFO, Accountant, Controller, C-Level, HIM, Bus Off, Operations, Clinical Staff, Nutrition Staff, Volunteers, etc.
Award-winning professor, Dr. Lynda Cleveland, has the ability to educate and entertain as a result of her skills in storytelling as well as comedy. Along the way she has been a medical educator, videographer and corporate VP in charge of training. Some of her favorite teaching moments were at McCombs School of Business at UT Austin. Her doctoral journey was a dual program between UT Southwestern Graduate School of Biomedical Sciences and The University of Texas at Austin. A little known fact about “Doc” is her alter ego is “Clebo” an internationally registered clown.
12:20pm – 1:10pm Lunch
*$500 Lunch Sponsorship Available Your logo will be displayed at the
lunch station and included in the event program as an official lunch sponsor.
1:10pm – 2:00pm Sustainability under Value Based Payments and Population Health Management – It starts with documentation.
Course: 171004 | CPE: 1.0 | Level: Entry | Prerequisites: None
The transition to Value Based Care (VBC) payment methodologies and implementation of Population Health Management (PHM) strategies is a challenging endeavor. Unfortunately, the rush to demonstrate movement against VBC and PHM goals has created dissonance – both internal to many institutions and across the industry – that drains scarce resources and impedes meaningful progress. Our observations suggest that most organizations pursue VBC and PHM initiatives in silos – resulting in clinical disconnect, technology investment without clear deployment goals and return-on-investment expectations, and a lack of confidence in responsibly pursuing transformative clinical objectives fundamental to future success.
Defining effective clinical transformation efforts requires a clear understanding of the patient population – including patient acuity and health needs. If the data exists, it is oftentimes based on incorrect or incomplete medical record documentation – exposing potentially significant flaws in care planning and coordination activities.
- Provide perspective and market observations on VBC/PHM initiatives
- Outline requirements to harmonize VBC/PHM initiatives
- Highlight the importance of medical record accuracy in VBC/PHM
- Describe a process to analyze medical record accuracy and improve care plan activities
Wayne Little is a Partner in the DHG Healthcare Revenue Cycle and Compliance practice with over 25 years of experience in healthcare finance – assisting clients in such areas as revenue cycle, financial and operational performance improvement, reimbursement, and compliance. He has worked with large health systems, academic medical centers, regional hospitals, physician practices, post-acute care settings, home infusion, and DME providers through the course of his career.
From a Revenue Cycle perspective, he focuses on both financial improvement and Clinical Documentation Integrity (CDI) initiatives, including financial and quality indicators and performance under Value Based and Alternative Payment models. From a Compliance perspective, he assists clients in developing and assessing their compliance programs, serves in the capacity of the Independent Review Organization (IRO) and advises on statistical sampling needs for chart reviews in support of investigations, self-disclosures and ongoing compliance monitoring activities.
James Proctor is a Principal with the DHG Healthcare National Strategy Practice. Over his 24 year career, James has held industry roles with and provided management consulting services to a broad spectrum of healthcare entities – including health systems, physician practices, post-acute providers, payers, and technology solution companies – addressing strategic and operational planning, population health management, organization planning and change management, and performance improvemen
2:00pm – 2:50pm The HUMAN side of protecting against Cybersecurity Threats
Course: 171005 | CPE: 1.0 | Level: Entry | Prerequisites: None
When it comes to thwarting cyber criminals, healthcare organizations devote significant resources to deploying products and services, but often they do not pay nearly as much attention to what is widely considered the weakest link: the human element. Further complicating the security challenges there are few active efforts to promote understanding of IT security architecture by non-IT executives.
In this session, Dr. Fernando Martinez, a veteran security expert and Chief Digital Officer for the 500-member Texas Hospital Association, shares with attendees THA’s Center for Technology Innovations highly effective cybersecurity awareness training program and explains in non-technical terms what effective IT Security architecture consists of.
Healthcare executives will learn how to speak with their IT leaders about closed loop IT Security designs and the value and impact of an effective workforce education program focused on cybersecurity threats. These concepts represent an easy way to manage the biggest risk an organization faces.
- Gain awareness of a successful cybersecurity training and awareness programs.
- Learn a targeted approach to reduce organizational risk from cybersecurity threats.
- Learn how to discuss and promote effective IT security architecture with Technology Leaders.
Dr. Fernando Martinez is an accomplished Healthcare Executive, Technologist and IT Security professional who has worked with some of the largest healthcare systems in the country. A former Hospital CIO, Dr. Martinez serves as the Texas Hospital Association (THA) Chief Digital Officer and is President and CEO of the THA Foundation. Dr. Martinez holds adjunct faculty appointments with various University graduate executive programs focused on healthcare administration and Information Technology. An award-winning security professional, Dr. Martinez holds recognized IT security certifications and speaks nationally on IT security topics.
2:50pm – 3:05pm Break
*$200 Snack Break Sponsorship Available – Your logo will be displayed at the snack break station and included in the event program as an official break sponsor.
3:05pm – 3:55pm Please, Please, Please – just say NO!
Course: 171006 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
A legislative update about changes in laws and regulations in Washington and Austin impacting Texas Hospitals.
Walter “Ted” Shaw joined the Texas Hospital Association as the organization’s fourth president and chief executive officer in February 2014. Shaw brings expertise forged from a 40-year career in health care leadership to his role as key strategist and spokesperson on behalf of more than 430 THA member hospitals.
Prior to joining THA, Shaw served as interim executive vice president and chief financial officer for Parkland Health and Hospital System in Dallas, where he led the development of the Medicaid Transformation Waiver in North Texas and the construction of an 864-bed replacement hospital. From 2004-2011, he was a partner with the Dallas-based Financial Resource Group LLC, a health care consulting firm where he specialized in interim operational turnarounds with facilities across the U.S. Prior to joining FRG, Shaw was president of the health care consulting firm W.T. Shaw Company from 1998-2003.
His legacy for leading impressive turnarounds includes assignments at Jackson Memorial Hospital in Miami, the third largest public health system in the U.S.; East Jefferson General Hospital in Metairie, La., both before and after Hurricane Katrina; Fletcher Allen Health Care in Vermont; and Maricopa Integrated Healthcare System in Phoenix. In addition, he has a strong background in health care technology and insurance, having served as chief operating officer of Health2Health.com, an Internet-based HIPAA solutions company; and with Dallas-based CareSystems Corporation, a workers’ compensation technology support firm.
He began his career with Ernst & Young in San Antonio, Cleveland and Dallas, achieving the role of partner with responsibility for the Southwest Region Healthcare Practice from 1973-1992. Shaw holds a bachelor’s degree in business administration in accounting from The University of Texas at Austin, and is a certified public accountant and a fellow in the Healthcare Financial Management Association.
3:55pm – 4:45pm How to Maximize MACRA Bonuses and Increase Your Reimbursement
Course: 171007 | CPE: 1.0 | Level: TBD | Prerequisites: None
Larry is the Executive Vice President and Senior Consultant for MedAxiom, the nation’s leading cardiovascular community focused on creating innovative solutions for the advancement of the cardiovascular industry. Founded in 2001, MedAxiom consists of over 7,000 cardiologists representing 370+ member cardiovascular practices and hospital programs across the country.
His consulting expertise focuses on assisting private and employed physician practices and health systems with improving their Governance, Strategy, Operations and Transformational/Cultural change for CV Service Lines. Currently, Larry blogs weekly, presents at many industry meetings, and publishes articles on behalf of MedAxiom.
In his lengthy career, Larry has developed many strategic and business plans, negotiated and implemented co-management agreements, PSAs and other alignment models, redesigned compensation plans to align with organizational strategy, led multiple independent practices through integration, developed medical group growth strategies, redesigned primary care models and designed multiple ambulatory facilities.
Larry earned dual Master Degrees from Washington University in St. Louis including a Master in Health Administration and Planning degree from the School of Medicine and Master of Business Administration degree from the School of Business. Prior to joining MedAxiom, Larry was the CEO of the Appleton Heart Institute and CV Service Line and Value Stream Leader for ThedaCare. In addition to his cardiovascular leadership experience, he has also been the VP of Care Transformation for Ministry Health, CEO of Jabas Group Health Insurance Consultants, and a senior executive in a multi-hospital health system.
4:45pm – 5:35pm Going Beyond: What’s next for the Texas 1115 Medicaid Transformation Waiver?
Course: 171008 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
Regional Healthcare Partnerships in Texas continue to GO BEYOND to drive innovation, collaboration, and transformation through the Texas Medicaid 1115 Waiver. What have we learned? And what lies ahead for the Delivery System Reform Incentive Payment (DSRIP) program in Texas? From the perspective of Bexar County and 20 counties across south Texas, we will discuss these topics and how proposed DSRIP changes may impact your organization and healthcare financing across the state.
- Discuss accomplishments, challenges, and lessons learned through the Medicaid 1115 Transformation Waiver’s Delivery System Reform Incentive Payment (DSRIP)
- Describe how the Regional Healthcare Partnership (RHP) model has helped to address the needs of vulnerable populations in south Texas through a cross -sector
- Examine the benefits and challenges faced with the unique financing str ucture of DSRIP projects
Carol A. Huber, MBA, Director, Regional Healthcare Partnership, University Health System
Carol Huber is the Director of Regional Healthcare Partnership with University Health System in San Antonio, Texas. Under the Texas Medicaid 1115 Waiver, she leads the anchor responsibilities for the 20 counties in Region 6 working to improve health and transform care. Carol has experience with strategic planning, quality improvement, and data informatics in hospital, clinic, and managed care environments. She has a bachelor of science in community health from Texas A&M University and a MBA from the University of Texas at San Antonio. She is currently pursuing a doctorate in public health at the University of Texas School of Public Health.
5:45pm – 7:30pm Reception
Tuesday, October 17
8:00am – 8:50am EMS – More Important to Your Hospital’s Financial Health Than You Think
Course 171009 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
EMS is much more than a source of patient referrals to your Emergency Department. A strong relationship with your EMS partner can help you manage through-put, compliance and even post-discharge follow-up. The right EMS partner will help you achieve your patient satisfaction goals while managing your transportation costs effectively.
• Explaining the CMS guidelines for ambulance transportation.
• Demonstrating examples of effective through-put management
• Compliance as it relates to the relationships between hospitals and EMS providers
• Opportunities for new models of patient management and how these can benefit hospitals
Hospital leadership, including financial, clinical and operational leadership
Butch Oberhoff, Director of Governmental Affairs and Business Development, Acadian Ambulance Service
Butch Oberhoff has worked in EMS since 1988, as a paramedic and in various leadership roles for Acadian Ambulance Service, the largest EMS provider in Texas and the largest privately-held ambulance company in the US. He sits on the board of the Texas EMS Alliance, the state’s leading trade group and advocacy organization for ambulance providers of all types. In his role as director of governmental affairs and business development for Acadian, Butch leads the company’s advocacy efforts with the Texas legislature and manages a dynamic team of professionals that serve as liaisons and advocates for Acadian’s hospital partners.
8:50am – 9:40am TBA
Course 171010 | CPE: 1.0 | Level: Entry | Prerequisites: None
Jose Vela is an Assistant United States Attorney with the US. Attorney’s Office (Houston), U.S. Department of Justice. He has served as lead trial counsel for the United States in both state and federal court both defending the federal government and enforcing federal laws including health care. Jose has extensive knowledge and experience investigating and litigating insurance reimbursement and fraud/compliance claims under federal law and regulations including the Social Security Act, False Claim Act, Stark Law, Anti-Kickback Statute, and Federal Food, Drug, and Cosmetic Act. In 2015, he settled a False Claims act case against a Texas hospital for $23.5 million, which was the No. 1 settlement in Texas and No.4 settlement in the United States as reported by The National Law Journal.
Jose holds a Bachelor of Science degree in Civil Engineering and Bachelor of Arts degree in Government – International Relations from the University of Notre Dame, a Juris Doctor from the University of Michigan, and Master of Laws in Health Law from the University of Houston Law Center.
In 2014, Jose entered the United States Army’s Retired Reserve as a Lieutenant Colonel after 28 years of faithful service as an Engineer Officer in the Army Reserve. His last assignment was Chief of Plans for a Major Army Command commanded by a two star general. Jose’s military awards include the Army Meritorious Service Award (2), Army Commendation Medal (4), Army Superior Unit Award, Global War on Terrorism Service Medal, National Defense Service Medal (2 / Bronze Service Star), and Order of De Fluery Medal.
9:40am – 9:55am Break
*$200 Snack Break Sponsorship Available – Your logo will be displayed at the snack break station and included in the event program as an official break sponsor. (please see Prospectus Here)
9:55am – 10:45am FY18 Uncompensated Care DSH (UC-DSH): Inside the Numbers
Course 171011 | CPE: 1.0 | Level: Intermediate/Advanced | Prerequisites: None
This session will cover the major provisions of the FY18 IPPS Final Rule affecting UC-DSH payments effective 10/1/2017. We will also review CMS’ Supplemental DSH table and how CMS arrived at the final payment amounts for Texas hospitals. Cost report data from Worksheet S-10 will be summarized and presented to determine how this data affected your payments. Lastly, we will discuss possible ways to improve your numbers for future payment years.
Evaluate current policies and procedures, budgeting, and cost reporting for future UC-DSH payments.
Target Audience: Recommended attendees include Reimbursement, Finance, and Revenue Cycle staff to ensure they understand the implications of charity and bad debt reporting.
Ed Guerrero is an Associate with Quality Reimbursement Services, Inc. headquartered in Arcadia, CA. Ed has worked in the Medicare Reimbursement world since 1983 amassing varied expertise in cost reporting, contractual reporting, compliance, and payment enhancement. He began his healthcare career as an Assistant Auditor with the fiscal intermediary in Chicago, IL, progressing to Audit Supervisor. He relocated to the Pacific Northwest in 1992 continuing his work with the fiscal intermediary in Seattle, WA, where he eventually became the Audit & Appeals Manager for providers in Washington and Alaska. Ed took on new roles with Providence Health & Services (Seattle, WA) as Regional Reimbursement Manager and System Director of Reimbursement. Currently, he specializes in old and new DSH-related issues, the 340B drug discount program, service line analysis, cost report audit support, reopening and appeal.
10:45am – 11:35am Using Systems Science to Inform Population Health Strategies in Local Health Departments: A Case Study on Diabetes in San Antonio, Texas
Course: 171012 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
A hypothetical one percentage-point reduction in A1c could result in significant reductions in the prevalence of several diabetes complications (e.g., end-stage renal disease, blindness, myocardial infarction) over 20 years. It could result in annual direct medical cost savings of $6,842-$39,900 per person.
- Discuss the significance of an A1c
- Identify the key chronic diseases associated with diabetes
- Discuss the cost benefits of reducing diabetes
Physicians, healthcare employees, legislators, administrators and public health
Presented by: Anil T. Mangla, Director of Public Health and Associate Professor of Biomedical Research, University of the Incarnate Word -School of Osteopathic Medicine
11:35am – 12:25pm Revenue Cycle Strategies
Course: 171013 | CPE: 1.0 | Level: Intermediate | Prerequisites: None
Sheldon will walk through the steps of optimizing the revenue cycle through today’s changing environment. The purpose of the presentation is to assist revenue cycle professionals in identifying opportunities that may have not traditionally existed in the past. We will focus on leveraging technology, data analytics and outsourcing models.
It will be beneficial for attendees because it will outline proven strategies that will enhance revenue cycle for their facilities. For CFO’s, it will demonstrate the benefit of investing in technology and provide education to IT professionals.
Course Objectives: Provide Revenue Cycle Strategies to augment cash collections and meet industry benchmarks.
Target Audience: Revenue Cycle Executives with decision making authority, Chief Financial Officers, Decision Support Professionals, CBO Directors/Managers and Healthcare IT Integration professionals interested in partnering with Revenue Cycle
Sheldon has more than 17 years of experience in the Administrative, Financial and Revenue Cycle Management operational processes for multi-integrated health networks in not for profit and for profit health systems. Sheldon’s contributions have been critical to a variety of revenue cycle initiatives that improved reimbursement by over 150 million dollars in several organizations. He constantly provided strong support in fulfilling the companies’ collection responsibilities for both hospital and physician operations, meeting strategic goals and exceeding company objectives. Sheldon has experience leading national operational teams in the areas of Hospital & Physician Billing, Patient Access, Accounts Receivable, System Implementations, Payor Contracting, Vendor Management and Performance Improvement.
Sheldon has a Bachelor’s of Science in Accounting & Finance; and a Masters of Business Administration (MBA) in Healthcare Administration. Both degrees were acquired at Wilmington University in Delaware. He is a Certified Healthcare Financial Professional (CHFP) and Fellow of the Healthcare Financial Management Association (FHFMA). Other memberships include the American College of Healthcare Executives (ACHE), American Association of Healthcare Administrative Management (AAHAM) and the National Association of Healthcare Access Management (NAHAM). Sheldon was co-chair of the HFMA Philadelphia Chapter Revenue Cycle committee before joining Prospect Medical Holdings. He has presented at various industry conferences and groups across the country for HFMA & ACHE discussing the economic challenges & solutions in our healthcare environment.
*Information subject to change
Thank you to our annual sponsors!
Thank you to our Conference Sponsors!
15 (Sunday) - 17 (Tuesday)
Embassy Suites San Antonio Riverwalk - Downtown
125 E. Houston Street San Antonio, TX
TAHFA & HFMA South Texas