2019 Call for Speakers

Speaking Opportunities

The Call for Speakers is open until Tuesday, April 16, 2019. Within two weeks of the close, we will notify the selected faculty. Faculty will receive a complimentary full registration to the conference. We do not cover travel costs or any speaker fees.

Pre-Conferences

Home Health Summer Camp

When: Sunday, July 14 at 9:00AM-3:00 PM

A regular feature of the Financial Management Conference, people new to the industry, as well as veterans in home health services, will benefit from the detailed understanding of the fundamental financial tools and operational strategies for developing and maintaining positive financial outcomes offered in the Summer Camp.

This updated 2019 program is designed for beginner-to-intermediate level financial staff members who have some experience in home care financial management and wish to expand their knowledge in the diverse world of home care finance. This pre-conference is focused on:

  • Current Medicare reimbursement issues faced by home health agencies;
  • Essential benchmark data needed to manage a home health agency;
  • How to integrate communications between financial and clinical staff;
  • Using the Medicare cost report as a management resource tool;
  • Medicare Advantage and Medicaid business impacts;
  • Compliance responsibilities with payers and more;
  • Establishing billing oversight processes; and
  • Undertaking a feasibility analysis for instituting new programs, expanding service areas, and creating branch offices.

Hospice Summer Camp

When: Sunday, July 14 at 9:00AM-3:00PM

Getting back to the basics has never been more important as hospice continues to grow and mature as a health care program. This pre-conference provides an updated and thorough overview of the financial aspects of hospice, including discussion of emerging national economic and policy changes, which will impact hospice operations, regulatory issues, and revenue-enhancing strategies.

This program is designed for Intermediate-Advanced hospice executives seeking to sharpen the skills and knowledge needed to improve management of hospice financial operations in this changing environment.

The session topics will include:

  • Financial accounting for all hospice services including bereavement, physician services, volunteers, therapies including music, massage, pet, liaisons or community representatives;
  • New Hospice Cost Reporting – Lessons Learned from the New Edits;
  • Compliance best practices;
  • Hospice staff compensation, strategies for improved productivity and case capacity
  • Palliative Care Services and impact on Hospice Services;
  • General Inpatient Services, owned or leasing arrangements, respite and residential services;
  • Hospice cap calculation updates – how to monitor during the year;
  • CMS Form 855A proper reporting; and
  • Updates on CMMI demonstration that carves in hospice into some MA plans.

Medicare Home Health PDGM: An In-Depth Primer

When: Sunday, July 14 at 9:00AM-3:00PM

During Q1 2019, NAHC and its affiliates Home Care & Hospice Financial Managers Association (HHFMA), Home Care Technology Association of America (HCTAA), and Forum of State Associations held a 12-site set of PDGM National Summits that presented a detailed focus on Financial, Clinical, Operations, Business Analytics, and Technology-related assessment, evaluation, and strategic recommendations for successful transition to PDGM in 2020.

This program is an updated version of the Summits, intended for those who did not attend or need a refresher course. It can also be looked at as a prerequisite of sorts for the PDGM track in the main agenda of FMC 2019. This primer will include

  • PDGM structure overview;
  • Financial Implications;
  • Clinical management and impact;
  • Operations transformation;
  • Business analytics and benchmarks; and
  • Technology modifications.

Education Sessions

Home Health

Budgeting – Why Do It?  

When: Monday, July 15 at 11:00AM-12:40PM

Home Health is presented with many challenges, including a changing reimbursement model, staffing issues and ongoing regulatory and compliance updates, at the national and state level. It is important agencies budget appropriately each year and use key performance indicators on an ongoing basis to track and measure performance. The budget and KPI process is an essential step to communicate the financial impact of key decisions to clinical management and operations. Finance must collaborate with all functional areas to identify key revenue and cost drivers and develop realistic projections to drive the budget process.

This session will focus on preparations of a Home Health budget and methods to track and measure the agency’s progress through key performance indicators and dashboards.

Objectives

  • Prioritize data to identify the key performance indicators that drive success in Home Health;
  • Organize the key performance indicators to generate a budget and track progress in dashboards to effectively monitor your performance;
  • Strategies for collaborating with clinical and operations on budgeting and forecasting.

Revenue Cycle Management                             

When: Monday, July 15 at 2:00PM-3:40PM

Managing the home health revenue cycle is daunting. While cash flow efforts must be successful, agencies must also guard against potential compliance threats. With Medicare Advantages Plans at an all-time high and new payers continuing to flock to the industry, the revenue cycle becomes more complex. If processes are not effectively managed the consequences to cash flow can be dire. The onslaught of PDGM is just around the corner and with Targeted Probe and Educate (TPE), as well as the Review Choice Demonstration (RCD), agencies are at increased risk with poor revenue cycle or documentation management practices. This session will take a deep look into best practices for Revenue Cycle teams.

Objectives

  • Detail best practices for optimizing cash flow and limiting compliance risks through effective documentation and revenue cycle management;
  • Outline the current results from TPE & RCD pilots;
  • Describe the potential effect of PDGM on the Revenue Cycle team.

HHVBP – Deep Dive into the Data and CY 2019 Changes                   

When: Monday, July 15 at 3:50PM-4:40PM

In the CY 2019 Home Health Final Rule, CMS dramatically changed the scoring methodology for the Home Health Value-based Purchasing Program (HHVBP) pilot. The new Composite Measures have not been well defined and the reweighting changes the emphasis on which measures will impact your TPS scores. CMS recently provided some additional insights into the HHVBP first year performances.  Join our presenters as they take a deeper dive in the rule changes, insightful TPS analyses, and the trends over the past three years.

Objectives

  • Reviewing the latest changes in the HHVBP pilot program;
  • Providing a deep dive into the new Composite Measure calculations;
  • Sharing insights to the CMS report on HHVBP first year performances;
  • Evaluating how TPS scores will be impacted by the new calculations;
  • Exploring the trends in outcomes over the last three years.

Efficiencies for Documentation Management – RCD & TPE                 

When: Monday, July 15 at 4:50PM-5:40PM

Documentation Management can include multiple layers of intricate policies and processes, with the end result being documents that are shared, organized, stored, and retrieved efficiently for consistency in responding to audits and maintaining accurate medical records. The Review Choice Demonstration (RCD) requires the Medicare MAC detail review certain components of the medical record that can lead to denials if the agency is missing the mark. Targeted Probe and Educate (TPE) includes a sample of claims being reviewed for full compliance with Medicare regulation and can lead to denials and eventually to a focused review. Agencies must simplify, but ensure that processes are in place to collect the paperwork that meets all Medicare requirements, but does so in a timely manner. Internal reviews of said documentation must be efficient and effective.

Objectives

  • Outline the documentation deficiencies surrounding the TPE & RCD;
  • Outline the documents required for submission of medical records under the Medicare benefit;
  • Detail best practices for optimizing documentation management processes that will assist in limiting compliance risks.

Review Choice Demonstration                                                       

When: Tuesday, July 16 at 8:30AM-10:10AM

CMS has revised prior authorization to, in their words, offer more flexibility and choice for providers in the five states (Illinois, Ohio, North Carolina, Florida and Texas) required to provide information supporting the care provided to home health patients.  CMS notes three options — a Pre-Claim review that allows for unlimited resubmissions of non-affirmed requests, post-payment review of all claims (which is the default option), or minimal review with a 25 percent payment reduction — and the specifics of these options will be reviewed in detail. This session will also review the subsequent options (Selective Post-Payment review or Spot Check) for those choosing either of the first two options with a greater than 90 percent affirmation rate. It will review the outcomes of the Pre-Claim Review demonstration in Illinois and provide the attendee with the tools and resources to be able to identify the best option for their agency, should they be in one of the five states (or should CMS expand the demonstration).

Objectives

  • Recognize the structure and operation of the Review Choice Demonstration;
  • Identify opportunities for operational efficiencies within RCD processes;
  • Understand the HHA competencies and vulnerabilities in claim development for RCD submissions.

Managed Care – How to Overcome the Operational Challenges within a Deep Managed Care Environment                                   

When: Tuesday, July 16 at 10:30AM-11:20AM

Medicare Advantage plans continue to build market share with an attractive array of benefits. In most cases, they offer a lower cost alternative to Medicare, which attracts enrollment. These plans operate much differently than Medicare episodic payment for home health and you will need to adjust how you operate. Careful attention must be given to adapting your operations in home health in order to be successful under these Medicare Advantage and other managed care contracts.

Objectives:

  • Understand the current landscape of managed care across the country;
  • Understand the challenges of operations in the managed care environment;
  • Provide solutions to these managed care obstacles.

Managed Care Panel Discussion                                          

When: Tuesday, July 16 at 11:30AM-12:20PM

Medicare and Medicaid Advantage Plans continue to build market share and agencies need to adapt to these changes by improving operations to minimize waste while increasing the value of services. This panel of industry experts will discuss their experiences operating and succeeding within the managed care environment.

Objectives

  • Understand and solve the operational challenges experienced within a highly penetrated managed care market;
  • Describe the steps taken to become a preferred provider with a managed care plan;
  • Explain services that are being offered that go beyond the traditional home health visit;
  • Describe data that is being gathered and shared with managed care providers.

Hospice

Revenue Cycle Management                     

When: Monday, July 15 at 11:00AM-12:40PM

Effective management of the hospice revenue cycle is an evolving challenge, as cash flow optimization efforts must always be balanced against potential compliance threats. Individual states continue to adopt Medicaid managed care, significantly complicating the hospice revenue cycle, and the hospice benefit continues to draw interest from both Medicare and Medicaid program integrity contractors.  As the possibility of Medicare Advantage coverage for hospice looms, it is important for hospices to take action to assess for potential revenue cycle optimization opportunities, as the consequences to cash flow can be significant if processes are not effectively managed.  Additionally, the Medicare targeted probe and educate (TPE) process has begun to focus on hospice, significantly increasing the consequences of poor revenue cycle or related documentation management practices.

Strategies for optimizing payer and process management and mitigating compliance risks by leveraging the use of technology will be examined, as will tactics for conducting proactive compliance audits.  Industry benchmarks for revenue cycle key performance metrics will also be examined.

Objectives

  • Assess the latest information related to Medicare hospice TPE initiatives;
  • Identify strategies for optimizing cash flow and minimizing compliance risks through effective documentation and revenue cycle process management;
  • Apply benchmarks to revenue cycle key performance metrics.

Takeaways from the HHS OIG’s Hospice Vulnerabilities Portfolio Report

When: Monday, July 15 at 2:00PM-3:40PM

In November 2018, the Health and Human Services Office of Inspector General (OIG) issued a report entitled “Vulnerabilities in the Medicare Hospice Affect Quality Care and Program Integrity – An OIG Portfolio.” The following month, in its semi-annual Report to Congress, the OIG described the Portfolio Report as “a seminal report…to spur improvements in the quality and integrity of care that hospices offer.” Although the report is based, in some cases, on dated information, it provides a blueprint for hospice risk assessment and compliance work plan development. Anyone interested in hospice compliance should be familiar with the report.

Objectives

  • Identify key OIG concerns about hospice vulnerabilities;
  • Detail the recommendations contained in the report;
  • Assess their hospice program against a checklist of indicators taken from the report that could be incorporated in a hospice compliance assessment plan.

How to Increase the Value of Your Agency

When: Monday, July 15 at 3:50PM-4:40PM

The hospice mergers & acquisition market has been at an all-time high for the past 18-24 months, but some sellers seem to enjoy a higher valuation than others. Why? There are many reasons, beyond just size, why some agencies are worth more in the eyes of a buyer. In this session you will learn the most common formula buyers use to value hospice agencies. Most important, you will also learn how you can improve the real and/or perceived value of your agency long before you think about merging or being acquired. We will present the top ten common key characteristics of the most valuable hospice agencies in the marketplace today.

Objectives

  • Understand the relationship of risk, return and agency valuation;
  • Determine 5-10 action items you can take home to boost the value of your business;
  • Identify the business strategies/options that can handicap your company’s valuation.

How to Improve Profitability of Hospice GIP Facilities

When: Monday, July 15 at 4:50PM-5:40PM

While communities tend to be extremely generous during a hospice capital campaign, their generosity often fades once the facility becomes operational. It is a constant struggle for most general inpatient facilities to remain profitable when hospice reimbursement fails to cover the full cost of care. Hear from industry experts on how to overcome this obstacle with real-life examples and out-of-the-box ideas that will help you maximize revenue, minimize loss, and improve your bottom line.

Objectives

  • Evaluate demand for inpatient beds in your market to determine census goals;
  • Identify different funding sources and costs drivers of a hospice general inpatient facility;
  • Understand the impact of KPIs on profitability;
  • Utilize industry benchmarks to highlight opportunities for improvement;
  • Analyze the pros and cons of various staffing models;
  • Review innovative and lucrative partnerships between hospice general inpatient facilities and other organizations.

Budgeting – Why Do It? 

When: Tuesday, July 16 at 8:30AM-10:10AM

Hospice is presented with many financial challenges, including volume, staffing, length of stay, cost, and reimbursement. It is vital that hospice budget appropriately each year and use key performance indicators on an ongoing basis to track and measure performance. The budget and KPI process is an essential step to communicate the financial impact of key decisions to clinical management and operations. Finance must collaborate with all functional areas to identify key revenue and cost drivers and develop realistic projections to drive the budget process.

This session will focus on preparations of a hospice budget and methods to track and measure the agency’s progress through key performance indicators and dashboards.

Objectives

  • Prioritize data to identify the key performance indicators that drive success in hospice;
  • Organize the key performance indicators to generate a budget and track progress in dashboards to effectively monitor your performance;
  • Strategies for collaborating with clinical and operations on budgeting and forecasting.

The Changing Landscape of Advanced Illness and Palliative Care      

When: Tuesday, July 16 at 10:30AM-11:20AM

Policymakers, payers and providers have taken deliberate steps to advance our health system’s response to the care needs of people with advanced illness. These interventions include use of existing Part A and B benefits to deliver palliative care, the provision of palliative care as a supplemental benefit under Medicare Advantage (MA), and demonstration projects that include the Medicare Care Choices Model (MCCM) and a physician-based palliative care model. This session will explore key developments in this changing landscape, their potential and implications.

Objectives

  • Describe efforts to deliver palliative care services under existing Medicare fee-for-service benefits;
  • Discuss challenges and potential opportunities under the MCCM and a physician-based palliative care model;
  • Examine initial efforts to offer palliative care services as a supplemental benefit under the MA program.

Lengths of Stay Management

When: Tuesday, July 16 at 11:30AM-12:20PM

Providing comprehensive, meaningful care to patients who are referred late in their disease trajectory is one of the most long-standing challenges of delivering hospice care – clinically, operationally, and financially. Faced with these challenges, some hospice programs have developed care protocols that prioritize the most essential components of care based on individual patient and family needs. This session will examine ways in which innovative care models for late admissions to hospice modify their admissions and treatment approaches to address care priorities and manage quality risk factors for these patients. 

Objectives

  • Identify key areas of concern associated with late referrals for hospice care
  • Describe innovative hospice models and ways that they tailor admission and care practices to prioritize care needs of patients and family caregivers

Leadership

Getting Outside Your Silo – The Global Healthcare Environment       

When: Monday, July 15 at 11:00AM-12:40PM

Many providers are focused solely on the specific world they operate in, but this mode of operation can be dangerous in today’s health care environment, as payers, gatekeepers and referral sources become more focused on quality, patient experience and costs across the continuum.  To realize full growth potential and overall success, home care and hospice providers should understand the global environment of health care.  This session will provide an overview of the key drivers and incentives for all health care providers so home care and hospice leaders can facilitate collaborative relationships across the continuum.

Objectives

  • Identify the importance of understanding the global environment of health care;
  • Outline the key drivers and incentives of health care providers other than home care and hospice;
  • Describe the opportunities and strategies in home care and hospice to facilitate collaborative relationships across the continuum.

Capitalizing in Industry Consolidation Trends-How to find the best fit Merger Partner

When: Monday, July 15 at 2:00PM-3:40PM

In the past, home health and hospice providers viewed mergers as a last option to continue to provide services to their communities. As regulations continue to change, and rate pressure continues to exist with both Medicare and non-Medicare payors, there is a greater need to find cost efficiencies. This need is having providers consider mergers as viable strategy to maintain financial solvency as they continue to provide quality care.  This session will explore the ever-evolving merger environment, as well assist providers how to navigate the consolidating market place.

Objectives

  • Learn how to find a “bets fit” merger partner;
  • Learn the top 5 keys to a successful merger;
  • Learn the “do’s” and “don’ts” in merging multiple agencies together.

Private Duty getting a seat at the Innovations Table           

When: Monday, July 15 at 3:50PM-4:40PM

Private duty home care is now part of the greater health care system, with various ongoing innovations in health care delivery and payment. Medicare Advantage plans can offer personal care support as part of an expanded supplemental benefit package. Commercial insures are using home care as a benefit to transition patients home from the hospital. Risk-based services bundles have greater flexibility to achieve positive patient and cost outcomes. This program explores how private duty home care fits in the new world and how to be part of the conversation with those innovative care models.

Objectives

  • Learn how to track key metrics that align with the “Triple Aim” of health care (i.e. re-hospitalization rates and consumer experiences with their care);
  • Gain insight in how to develop measurable quality metrics/outcomes in order to support the value proposition of non-medical home care services as a support partner to stakeholders;
  • Review examples of strategies to transition to a new way of doing business in the world of Value Based Purchasing.

Optimization of Technology                                       

When: Monday, July 15 at 4:50PM-5:40PM

Technology continues to play a pivotal and expanding role in home care and hospice. Whether it’s integration, automation, or interoperability, technology today goes beyond an agency’s EMR and has an impact on every area of agency operations. This session will explore different ways technology is used today, specifically revenue cycle operations, care management, marketing, and beyond. This session will also provide insight into how you can identify if you are optimizing the use of your technology and give best practices for ways to optimize the technology you are using.

Objectives

  • Identify ways to identify if you are optimizing the use of your EMR;
  • Explore other uses of technology to positively impact agency operations;
  • Provide best practices for ways to optimize use of technology.

Compensation Plans & Staffing                                           

When: Tuesday, July 16 at 8:30AM-10:10AM

As home care and hospice services have been increasingly recognized as preferred care options, shortages in qualified field staff is a constant challenge.  Agencies that can successfully recruit and retain employees will be well positioned to meet future patient growth.  The purpose of this session is to explore how the various compensation plans impact staffing and achieving operational goals.

Objectives

  • Describe the various methods of compensating field staff that have been implemented for home care and hospice personnel;
  • Define human resource regulation differences between exempt and non-exempt employees;
  • Explain how various compensation methodologies impact recruitment and retention of staff;
  • Provide examples of the impact on productivity of the various compensation plans;
  • Explore how employee benefits enhance the compensation package.

Our Best Resource: Employee Recruitment, Retention and Succession Planning

When: Tuesday, July 16 at 10:30AM-11:20AM

Is your hospice or home health agency challenged with hiring or retaining sufficient qualified clinical and office staff? Is your organization facing retirement or other transition of key leaders? Historically low unemployment rates have led to a shortage of qualified home health and hospice clinical, office and administrative leadership staff. In this session, learn new strategies to attract and retain staff, and plan for smooth leadership transitions.

Objectives

  • Describe current labor workforce statistics;
  • Identify optimal methods for recruiting great prospects in a tight labor market;
  • Analyze the elements of employee engagement programs which lead to improved employee retention;
  • Identify advantages of various compensation methods and employee benefits;
  • Describe effective succession planning methods and outcomes.

Positioning Back Office Infrastructure to Prepare for Growth    

When: Tuesday, July 16 at 11:30AM-12:20PM

Organizations, both new and established, are now facing severe reimbursement and regulatory changes; federal money shrinkage; consolidation; and staffing shortages, to name just a few. This session will focus on 1) unlocking performance that will help manage cost in a more strategic way; 2) practical solutions that allow organizations to focus on growth and operations; and 3) overcoming financial challenges faced throughout an agency’s life cycle. This course will help you identify opportunities to focus on business office initiatives that provide the greatest return on investment and provide you better insight into the financial performance of the agency.

Objectives

  • Provide business office best practices
  • Considerations of outsourcing v. insourcing business office functions;
  • Current and future business office staffing models;
  • Chains: Corporate office v. field office responsibilities.

Patient-Driven Groupings Model

PDGM – Data/Preparation                                

When: Monday, July 15 at 11:00AM-12:40PM

The Patient-Driven Groupings Model (PDGM) will be implemented on January 1, 2020. This is the biggest change to the home care industry since the introduction of the prospective payment system in 2000. The new payment system dramatically impacts agency operations, processes and performance. Agencies must develop and implement plans to successfully transition to PDGM. This session will discuss key areas, strategies and processes in preparing an agency for PDGM.

Objectives

  • Summarize key areas of agency operations affected by PDGM;
  • Provide guidance on evaluating an agency’s current preparation status;
  • Present tools to determine financial impacts of PDGM on an agency;
  • Outline implementation actions in each key area.

PDGM – Clinical – Episode Management                  

When: Monday, July 15 at 3:50PM-4:40PM

Survival is key, as home health providers brace for PDGM, the largest change to home health reimbursement since the implementation of PPS in 2000. The complexity of the new PDGM payment model is overwhelming, with 432 different case-mix groups, 12 different clinical groupings and LUPA thresholds ranging from 2 to 6 visits. When adding the significance surrounding the model’s shift to 30-day payment periods, providers need to be proactive in seeking support to effectively interpret and navigate this new and extensive regulatory payment environment. Agencies will be expected to significantly change day-to-day operational practices to ensure success under PDGM, which must start with further development of all executive and clinical leaders. A strong clinical episode management program is critical to ensure sustained, efficient, cost-effective and uncompromised quality care delivery under the PDGM program.

Objectives

  • Review the complexity of determining LUPA thresholds under PDGM;
  • Discuss relevance of front-loading, missed visits and refusals of care and services to LUPA prevention;
  • Explain scheduling strategies to prevent missed visits;
  • Discuss necessary modifications to the intake and referral process under PDGM;
  • Review clinical management responsibilities related to LUPA prevention;
  • Explain relevance of timely OASIS review, coding completion and clinician documentation under PDGM;
  • Review strategies for improved physician interaction to ensure timely 30-day billing;
  • Discuss strategies to improve patient buy-in and adherence to the home health plan of care;
  • Review strategic planning for implementation of clinical episode management best practices within the agency.

PDGM – Therapy                                               

When: Monday, July 15 at 4:50PM-5:40PM

Since the inception of PPS in 2000, home health payments have been based on a 60-day, therapy-driven model. Adjustments to the PPS payment model have been made over the years due to CMS identifying therapy utilization as a poor indicator for payment. In fact, although a higher level of therapy professionals has been utilized throughout the industry, higher clinical STAR and Home Health Compare outcome ratings have not followed suit. This session will teach you how to operate in a model where every discipline is valued the same. We will provide valuable examples of best practice agencies with lower therapy utilization who continue to demonstrate high quality outcomes based on Home Health Compare scores and STAR ratings. This session will discuss methods to ensure cost-effective therapy discipline utilization under PDGM without compromising quality patient care. We will discuss how alternative disciplines may be used to support therapy plans of care and reduce the number of high-cost therapy visits needed to meet patient goals. In summary, this session will also equip you with the valuable comparative best practice information necessary to evaluate your existing agency therapy program and implement appropriate discipline utilization and alternative best operational practices to ensure success under PDGM.

Objectives

  • Identify the significance of the removal of therapy thresholds under PDGM
  • Explain the importance of changing from 60 to 30-day payment periods under PDGM
  • Discuss top and bottom quartile performing providers under PDGM as it relates to therapy utilization and quality scores
  • Establish how providers with lower therapy utilization are able to maintain quality outcomes both clinically and financially
  • Review appropriate therapy utilization practices, discuss methods to evaluate current practices and implement changes, including alternative approaches to ensure patients are receiving appropriate, cost-effective quality care
  • Discuss strategies to enhance communication and collaboration between all disciplines

PDGM – Financial                                              

When: Tuesday, July 16 at  8:30AM-10:10AM & 10:30AM-11:30AM

Thriving under the PDGM payment reform requires a clear understanding of how PDGM will affect financial outcomes in a home health agency. This session explores the fundamental steps necessary for home health agencies to assess the impact of PDGM on their operations and determine specific implications for budget and cash flow.

Objectives

  • Measure the financial impact on your organization;
  • Recognize how PDGM will affect Revenue Cycle department and what you should do to adapt; and
  • Identify the role that your finance team will play as an integral part in preparing for PDGM.