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Three Rivers AAHAMFALL CONFERENCE MEETING

Nemacolin Woodlands Resort 1001 Lafayette Drive

Farmington, PA 15437724-329-8555

Wednesday, September 6, 2017 – Friday, September 8, 2017

Total CEU’s = 19 CREDITS

WEDNESDAY, SEPTEMBER 6, 2017

5:30 – 9:00 p. m Three Rivers AAHAM Board of Director’s Meeting Joseph RoomBoard of Director’s Dinner The Tavern

THURSDAY, SEPTEMBER 7, 2017 ~ Marquis Ballroom

7:30 a.m. Registration Opens

7:30 – 8:00 a. m Meet & Greet and Breakfast Salon 2

8:00 – 9:00 a.m. President’s Message/National Updates Salon 1

Brenda Fraas, CRCE-I, Three Rivers AAHAM President Lori Sickelbaugh, CRCE-I, National AAHAM First Vice President

Find out what’s going on with our Chapter, updates on Certification, Membership, Results of 2017-2018 election of officers and what’s going on at the National level.

9:00 – 10:30 a.m. Going to the Finals- Leading Your Team to Success Salon 1Opening Keynote Speaker, Mark Schabel and Randy Tempest Receivables Management Partners

Leading people to work together to be their best takes effort, and it starts with being the example. Setting this example through serving others with a distinct passion and clear vision will encourage the heart. We’ll challenge each leader to think about how to use CARE in the workplace and home to create a winning environment. By utilizing proven leadership principles and real life stories, this session will rally the team to win it all!

This session will demonstrate how servant leadership creates authentic relationships; relationships that, once built throughout your team, create a level of trust that will increase efficiency and communication. Utilizing these techniques, your team will aspire towards more than what you settle for today. In this session you will: Recognize how key principles of effective leadership produce winning teams. Put into practice the leadership values presented. Explain how the choices we make impact not only ourselves, but our teams also. Explain the importance of the CARE model and how it will change their team.

Visit us at www.ThreeRiversAAHAM.com

http://www.ThreeRiversAAHAM.com/



Farmington, PA 15437724-329-8555

10:30 – 10:45 a.m. Break & time to visit the Vendor Booths Salon 2THURSDAY, SEPTEMBER 7, 2017 ~ Marquis Ballroom (continued)

10:45 – 11:45 a.m. Contact Center, Access and the World of Healthcare Salon 1 Colleen McMahonHave you ever thought, “I wish I could consolidate all of my contact center teams”? If you have, come hear our story! UPMC will cover the steps taken to integrate into a multi-faceted Consumer Contact Center. Join us as we discuss the telephony, systems, standards, processes, and people requirements to create a well-functioning Contact Center.

11:45 – 1:00 p.m. Lunch: Meet and Greet with the Vendors Salon 2

1:00– 2:00 p.m. Preventing Identity Theft Salon 1Scott NoelWe’ll discuss all the particulars of the alphabet-soup of Patient Privacy; HIPAA, HiTech; Red Flag Rules; Phishing and Spamming and Malware, oh my! Most importantly, we’ll layout some practical methods to secure and protect your patients Protected Health Information so you can sleep more securely and not find your facility in the news for a violation.

2:00- 3:00 p.m. How to Create a Simple Payment Process Salon 1Liz SerieIt’s a given that your financial health depends on collecting every dollar due and bad debt write offs hurt your bottom line. Because the patient’s share of cost-of-care has increased by as much as 40%, collecting payment as early as possible and providing multiple, convenient payment options will help you secure payment more quickly. Attend this session to learn the 5 easy steps to help you increase collections, decrease AR, reduce bad debt and increase patient satisfaction—all while showing compassion and offering convenience to help patients pay for their care:1. Provide patients with a personalized self-service online portal2. Generate clear, real-time price estimates online or at the point of service3. Send proactive, data-driven alerts to patients who qualify for payment plans and financial assistance services4. Engage, educate, and empower your patients with customized billing statements5. Offer various, convenient secure payment options online and at point of service

3:00-3:15 p.m. Break & Time to visit the Vendor Booths Salon 2

3:15- 4:15 p.m. Lean Revenue Cycle Salon 1Marti StrandCreating a culture in the revenue cycle where people have fun, share information real time, and get leading edge results is the goal of this session. This session will tackle how to accomplish these objectives with a team fully engaged in process improvement. Learn how to get more done with limited resources by learning how to “stop” doing unproductive tasks and achieve the highest level of performance in all areas of the revenue cycle.





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THURSDAY, SEPTEMBER 7, 2017 ~ Marquis Ballroom (continued)

4:15- 5:15 p.m. Observation Stay Coalition Update Salon 1Dana Halvorson and Toby EdelmanThis presentation will focus on the observation stays issue. Toby Edelman of the Center for Medicare Advocacy and Dana Halvorson of the American Health Care Association, two advocates who have vast experience with the “observation status issue” and who are leading the advocacy efforts of a 33 health-related organization coalition consisting of provider and beneficiary groups, will be the presenters. Attendees will hear about the observation stays coalition who is dedicated to preserving Medicare beneficiaries’ access to necessary skilled nursing care following a hospital stay, regardless of whether that stay was classified as inpatient or outpatient observation. Under current law, a Medicare beneficiary must spend at least three days as a hospital inpatient for Medicare to cover a subsequent stay in a skilled nursing center (known as the “SNF 3-day rule”). Increasingly, patients have no idea what their status is in a hospital, or the importance of it, which can lead to thousands of dollars in out-of-pocket medical expenses should they need skilled nursing center care following their hospital stay. In addition to placing a financial burden on seniors and their families, this anomaly in Medicare rules can cause unnecessary spend-down, accelerating the time frame in which seniors will have to turn to programs such as Medicaid to pay for their care. The presentation will cover Congressional legislation (The Improving Access to Medicare Coverage Act of 2017 - S. 568/H.R. 1421) the Coalition supports to address the observation stays issue, and the regulatory and legal work around this matter. Attendees will have the chance to get their pressing questions answered.

6:00 – 7:00 p.m. Social Hour Salon 3 & 4

7:00 – 8:30 p.m. Dinner Salon 3 & 4

8:30 - ??? ENTERTAINMENT ~ SIP & PAINT Salon 3 & 4Join us for a fun evening with Art Teacher, Liz Jones, from Liz Jones Arts, a studio in Connellsville where we can explore our creative side in a relaxed atmosphere. Canvas, paints and instructions will be provided.

FRIDAY, SEPTEMBER 8, 2017

8:00 Registration

8:00 – 9:00 BREAKFAST and Meet our Sponsors/Vendors Salon 2





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FRIDAY, SEPTEMBER 8, 2017 (continued)

9:00 – 10:00 a.m. How to Create a Customer Service Focused Team Salon 1Abby DryerDiscuss building teams that see their tasks, whether answering the phone, making appointments, managing people, auditing, billing or whatever the task through the lens of the customer

10:00 – 11:00 a.m. Navigating the Stormy Seas of Denial Management Salon 1Jeff Means Despite an industry wide focus on managing initial denials, many providers still struggle to manage payer denials. Unreliable data, difficulty interpreting 835s, and a lack of organizational will to deploy root-cause fixes combine to undermine many well-intentioned efforts. As a result, providers spend precious resources working denials that could have been resolved with upstream process fixes. We’d like to share ideas on quantifying denials opportunity using Business Intelligence (BI) tools, creating a map from the information, and navigating the organizational politics to make quantifiable, sustainable improvement in denial performance. We’d like to have a dialogue on the best way to reach calm seas.

11:00 – 11:15 a.m. Break Salon 2

11:15 – 12:30 p.m. Wrap Up Session Salon 2

12:30 p.m. Meeting Adjourned

** Suggested dress for the conference is Business Casual. **





Farmington, PA 15437724-329-8555

MEETING REGISTRATION INFORMATION

Register & pay online at ThreeRiversAAHAM.com. Click on the SAVE THE DATES tab, and then select the

MEETING REGISTRATION FORM.

________________ $225 Member – Early Bird Special (paid in full on or before August 1, 2017) ** Must be a Three Rivers AAHAM member prior to 7/31/17 **

________________ $150 Member – 1 Day (Thursday) ** does not include dinner **

________________ $275 Member – Paid on or after August 2, 2017 ** Must be a Three Rivers AAHAM member prior to 7/31/17 **

________________ $375 Non-Member

________________ $ 85 Thursday Dinner & entertainment ONLY for guest, spouse or significant other

Cancellations must be via e-mail to: [email protected], [email protected] and [email protected] by Thursday, August 31, 2017. Due to final numbers having to be submitted to Nemacolin, NO REFUNDS WILL BE MADE AFTER SEPTEMBER 1, 2017, but substitutions will be honored.

Checks can be mailed to: Three Rivers AAHAM @ PO Box 937, Coraopolis, PA 15108



mailto:[email protected]





Farmington, PA 15437724-329-8555

NEMACOLIN RESORT INFORMATION

Nemacolin Woodlands Resort is located on 2,000 wooded acres in the Laurel Highlands of Southwestern Pennsylvania.

Nemacolin is an escape unlike any other. Accommodations for our conference this year will be held at the

Chateau/Lodge. Room reservations can be made by calling Nemacolin Resort & Spa at 866-344-6957, no later than

Friday, September 1, 2017. Room rates are $219 per night for the Chateau and $169 for the Lodge (first-come, first-

serve basis), plus tax and other fees.

Life Experiences. These are the things you've always wanted to do, but just didn't have the access or the time to do

them. While at Nemacolin, they can bring those experiences to you. From off-road driving, animal safaris and zip lining

to fine-dining, spa treatments and golf, the vision and dream can be realized. If your schedule permits, call 724-329-





Farmington, PA 15437724-329-8555

8555 to make reservations for any of these activities. Or, visit their website www.nemacolin.com for reservations or

additional information.

~ Special Thanks to Our ~Three Rivers AAHAM 2017 Corporate Partners

Diamond SponsorshipCharles J. Hilton & Associates, P.C.

PNC Healthcare

Platinum SponsorshipCredit Management Company

Penn Credit Corporation

Gold SponsorshipHealthcare Receivables Specialist, Inc

Strategic Outsourcing Solutions

Silver SponsorshipCBCS National

Bronze SponsorshipAudley Law Offices, P.C

Automated Card SystemsCarter Health Management & Consulting

Collection Service Center, IncCommercial Acceptance Company

Scholarship SponsorVisit us at www.ThreeRiversAAHAM.com


http://www.nemacolin.com/



Farmington, PA 15437724-329-8555

SAM, Inc.

Fall Conference ’17 Speaker Biography:

Mark SchabelCEO Receivables Management Partners (RMP)

Mark Schabel has led Receivables Management Partners since 2005 as Chief Executive Officer. He earned a BS in Finance from Butler University, graduating with honors as well as being nominated for the prestigious Butler’s Most Outstanding Student award. Prior to joining RMP, Mark was Senior Vice President for Irwin Union Bank and served as Chairman of his local Chamber of Commerce.

Mark’s infectious positive attitude coupled with a deep rooted faith in people enables him to lead by example as a hands-on CEO who desires to see success for his team both personally and professionally. Because of this, he enjoys sharing his leadership principles with his associates at RMP as well as other community and industry organizations. His passion for helping people attain the best in both themselves and in their careers has created a natural love for teaching and developing leaders.

Randy TempestCSOReceivables Management Partners (RMP)

Randy Tempest has over 20 years of experience in the healthcare accounts receivable industry, working with some of the largest and most complex health systems in the country to meet their revenue cycle needs. He currently serves as the Chief Sales Officer for Receivables Management Partners, where he leads their efforts in cultivating new and existing partnerships with hospitals and healthcare systems.





Farmington, PA 15437724-329-8555

Randy earned a BS in Marketing and MBA from Ball State University. He has led leadership courses throughout his career, most recently at local HFMA events throughout the Midwest. Randy’s energetic style has made him a sought after presenter, where he encourages others to see life as a gift and to use that gift for good works.

Fall Conference ’17 Speaker Biography (continued):

Colleen McMahonDirector, Revenue Cycle and Consumer Contact CenterUPMC

25 years ago, Colleen started her healthcare journey in the Emergency Department at UPMC Presbyterian, which was exactly like the televisions show ER (minus George Clooney of course)! Loving the world of Patient Access Colleen progressed through the system moving between the UPMC Hospital Division and the Physician Division. There were also a few years of consulting work in there too! Today Colleen is located at the Quantum building in Pittsburgh’s South Side, with over 400 employees; she oversees Central Scheduling, Customer Service, Consumer Referral Service, Patient Experience and the Answering Service.

Scott NoelDirector, Learning Management and DevelopmentAdvanced Patient Advocacy (APA)Scott A. Noel has worked in the healthcare industry for over 40 years. Currently he is the Director of Learning Management & Development for Advanced Patient Advocacy (APA, LLC). Scott received his Bachelor’s Degree in Health Care Administration from Texas State University, and his Masters in Public Administration with a specialization in Public Health from University of Texas at San Antonio.

Scott was a Certified Occupational Therapy Assistant (COTA) and instructor for the U.S. Army during eight years of active duty. He has managed a Home Health Agency; been the Manager of Revenue Accounting, Assistant Director of Patient Financial Services and Director of Admissions at three health care systems in San Antonio (county, for-profit and non-profit respectively), along with working in the insurance auditing and third-party eligibility side of our industry.





Farmington, PA 15437724-329-8555

Scott is currently the President for the Texas Bluebonnet Chapter of AAHAM. He was also a member of the South Texas chapter of HFMA and has presented numerous times for both organizations.

Liz SerieDirector, Product Management, Patient Collections and EngagementExperian Health

Liz Serie is responsible for Experian Health’s Identity Verification, and Patient Financial Clearance solutions. She has 15 years of product development and operational leadership experiences in healthcare, technology and retail industries. Liz has strong experience with helping clients gain user adoption for their applications along with supporting implementations of revenue cycle solutions that increase the collection speed and the dollar amounts of patient payments. Liz holds a Bachelor degree in Business Administration with a comprehensive focus on Management Information Systems from the University of Wisconsin - Eau Claire.

Marti Strand

Marti Strand is the Chief Revenue Cycle Officer for Allegheny Health Network. In this role, Ms. Strand manages the administrative and clinical functions that contribute to the capture, management, and collection of patient service revenue. Prior to her arrival at AHN, Ms. Strand held the position of Vice President, Revenue Cycle Operations for Northeast Georgia Health System.

Marti has over 30 years of revenue cycle operations experience, is a certified “LEAN” Trainer and has held leadership positions for health systems across her home state of Georgia, South Carolina and Kansas, as well as, leading her own consulting firm.

Currently, Marti leads a team of professionals for Hospital Billing; Patient Access; HIM/Coding; Utilization Review; Physician Organization; Revenue Integrity; Patient Financial Services; Single Billing Office; Vendor Management; Managed Care Contract Compliance and Reporting & Analytics.

Ms. Strand has a BS in Business Administration and has HFMA, MGMA, HIMSS certifications.





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Dana HalvorsonSenior Director of Not for Profit and Constituent Services The American Health Care Association/National Center for Assisted Living (AHCA/NCAL)

In 2012, Halvorson joined the team of the American Health Care Association/National Center for Assisted Living (AHCA/NCAL), the largest association representing skilled care centers and assisted living communities in the country. She is an experienced Capitol Hill advocate, and is the Senior Director of Not for Profit and Constituent Services at the association. In this role, Halvorson staffs the Association’s Not for Profit Council, representing over 25 percent of the association’s total membership. She also coordinates the Association’s Developmental Disabilities Residential Services Committee, overseeing member services to developmental disabilities (DD) residential services providers, including intermediate care facilities for individuals with intellectual disabilities (ICFs/IID) and home and community based waiver group homes for individuals with DD.

Halvorson also manages senior housing issues and serve as a liaison between AHCA’s 13,400-strong membership and agencies like the Department of Housing and Urban Development (HUD) and the Department of Veterans Affairs. Prior to joining AHCA/NCAL, Halvorson worked at the American College of Surgeons where she served as a Congressional Affairs Associate. She spent seven years working on health policy issues for Senator Kent Conrad, serving as senior health policy advisor and intern manager. In 2011, Halvorson was honored by the Institute for e-Health Policy for her staff leadership on the U.S. Capitol Hill Steering Committee on Telehealth and Healthcare Informatics.

Halvorson graduated from Concordia College in Moorhead, MN, with a bachelor’s degree in political science in 2005. She is involved with the Women’s Congressional Golf Association and Women in Government Relations in Washington, D.C.





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Toby Edelman, Ed. M., JDSenior Policy AttorneyCenter for Medicare Advocacy

Toby S. Edelman has been representing older people in long-term care facilities since 1977. As a Senior Policy Attorney with the Center for Medicare Advocacy since January, 2000. Ms. Edelman provides training, research, policy analysis, consultation, and litigation support relating to nursing homes and other long-term care facilities.

Ms. Edelman was the lead attorney for a statewide class of nursing facility residents who successfully challenged the state of California's refusal to implement the federal Nursing Home Reform Law (Valdivia v. California Department of Health Services, Civ. No. S-90-1226 EJG (E.D. Calif. 1993). As a beneficiary representative, Ms. Edelman has testified before Congress and served on federal task forces, technical expert panels, and working groups on nursing home issues.

Ms. Edelman received a B.A., Magna cum Laude, from Barnard College (1968), an Ed.M. from the Harvard Graduate School of Education (1969), and a J.D. from the Georgetown University Law Center (1974).

Abbey DyerOperations Manager-Adjustments, R&R and Service OperationsCigna

Abbey Dyer is a graduate of the University of Tennessee, where she was a member of Phi Sigma Alpha National Political Science Honor Society and Gamma Sigma Sigma National Service Sorority. She completed the Young Leaders program in Nashville, TN. Young Leaders Council is focused on preparing young professionals to serve on the Board of Directors for non-profit organizations and make a difference in their communities. She then served on the Board of Directors for the Mid-South Chapter of the National Multiple Sclerosis Society and Board of Directors for Community Nashville, a diversity focused organization. She’s an eternal optimist, entrepreneur, wife, mom and volunteer. She has 26 years of healthcare experience. She is also a continuous learner, starting her MBA program in Spring 2018 at Drexel University. Most of all, she has a passion for service and improving the customer experience in healthcare.





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Jeff MeansColburn Hill Group

Jeff Means is a principal at Colburn Hill Group and is based in Chicago. He has designed, developed, and launched several successful technologies. His Revenue Cycle transformation projects typically improve Net Revenue by 5% or more. Prior to joining Colburn Hill in 2014, Jeff also spent 10 years at Accretive Health.





Farmington, PA 15437724-329-8555

Directions to Nemacolin Woodlands Resort & Spa

Pittsburgh (South) - Approximately 60 Miles

From Pittsburgh (South), take Rt. 51 South to Uniontown. In Uniontown, take the Rt. 119 South/Rt. 40 East Exit. Continue on Rt. 119 South approximately 4 miles to the Rt. 40 Split. Stay left and follow Rt. 40 East approximately 12 miles to Farmington, PA. Nemacolin is on the left.

Pittsburgh (East) - Approximately 65 Miles

From Pittsburgh (Monroeville/East), take the PA Turnpike (toll road) to Rt. 119 South (Exit 75). Continue on Rt. 119 South through Connellsville to the Rt. 40 Split in Uniontown. Stay left and follow Rt. 40 East approximately 12 miles to Farmington, PA. Nemacolin is on the left.

From the East (Harrisburg) - Approximately 190 Miles

From Harrisburg, take I-81 South towards Hagerstown, MD to I-70 West towards Hancock, MD. Then take I-68 West to the Uniontown, PA Exit (Exit 14B). At the light, turn left onto Rt. 40 West. Travel approximately 19 miles. Nemacolin is on the right.

From the North (Erie) - Approximately 200 Miles

From Erie, take I-79 South for about 100 miles to the PA Turnpike (toll road). Travel on the PA Turnpike to Rt. 119 South (Exit 75). Continue on Rt. 119 South through Connellsville to the Rt. 40 Split in Uniontown. Stay left and follow Rt. 40 East about 12 miles to Farmington, PA. Nemacolin is on the left.

From the East (Philadelphia) - Approximately 290 Miles

From Philadelphia, take I-81 South towards Hagerstown, MD to I-70 West towards Hancock, MD. Then take I-68 West to the Uniontown, PA Exit (Exit 14B). At the light, turn left onto Rt. 40 West. Travel approximately 19 miles. Nemacolin is on the right.

From the Southeast (Washington, DC) - Approximately 185 Miles

From Washington, DC, take I-270 North to I-70 West (Frederick, MD). Continue on I-70 West to I-68 West (Hancock, MD). Travel on I-68 West to Rt. 40 West (Exit 14B). Turn left onto Rt. 40 West. Continue on Rt. 40 West approximately 19 miles to Farmington, PA. Nemacolin is on the right.



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