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Page 1: FOM2011Program

Conference Program

Page 2: FOM2011Program
Page 3: FOM2011Program

November 14–16, 2011

Planet Hollywood HotelLas Vegas, NV

Table of Contents

NACHC Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

FOM/IT EXPO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Hotel Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Registration Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Education Sessions At-A-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Continuing Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Education Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Key to Moderators and Presenters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Commonly Used Acronyms in the Health Center Industry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Upcoming NACHC Conferences and Trainings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Hotel Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . inside back cover

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2011 NACHC Board of DirectorsEXECUTIVE COMMITTEE REPRESENTATIVES FROM CHARTERED REGIONS

Chair of the BoardKauila ClarkWaianae Coast Comprehensive Health CenterKapolei, HI

Chair-ElectGary Wiltz, MDTeche Action ClinicFranklin, LA

Immediate Past ChairAnita MonoianYakima Neighborhood Health ServicesYakima, WA

Speaker of the HouseJames LuisiNorth End Waterfront HealthBoston, MA

Vice-Speaker of the HouseLathran J. WoodardSouth Carolina Primary Health Care AssociationColumbia, SC

SecretaryJ. Ricardo GuzmanCommunity Health & Social Services CenterDetroit, MI

Treasurer+John MengenhausenHorizon Health CareHoward, SD

Consumer/Board Member RepresentativeMichael A. WurtsmithThunder Bay Community Health ServicesAtlanta, MI

ParliamentarianRachel A. Gonzales-HansonCommunity Health DevelopmentUvalde, TX

REGION IFrances M. Anthes, MSW, LICSWFamily Health Center of WorcesterWorcester, MA

Tess Stack KuenningBi-State Primary Care AssociationBow, NH

Rita Sorrento**East Boston Neighborhood Health

CenterBoston, MA

REGION IIPaloma HernandezUrban Health PlanBronx, NY

Isolina MirandaCOSSMACidra, PR

REGION IIIPatricia DeitchDelaware Valley Community HealthPhiladelphia, PA

Vincent A. KeaneUnity Health CareWashington, DC

REGION IVMary BufwackUnited Neighborhood Health ServicesNashville, TN

Roland J. GardnerBeaufort-Jasper Hampton

Comprehensive Health ServicesRidgeland, SC

REGION VBerneice Mills-ThomasNear North Health Service CorporationChicago, IL

Rosetta Minnefield**Madison County CHCsAnderson, IN

Forrest OlsonCentral Counties Health CentersSpringfield, IL

REGION VISip MoudenCommunity Health Centers

of ArkansasNorth Little Rock, AR

David B. Vliet, MBACommUnity CareAustin, TX

REGION VIIDennis KruseFamily Care Health CentersSt. Louis, MO

Susette M. SchwartzHunter Health ClinicWichita, KS

REGION VIIIStanley J. BrasherSalud Family Health CenterFt. Lupton, CO

Keith Horwood, MD*Community Health ServicesSalt Lake City, UT

Pam LockenPrairie Community HealthIsabel, SD

REGION IXWilliam D. Hobson, Jr.WATTS Healthcare CorporationLos Angeles, CA

Avein Saaty-Tafoya, MBA, HCMAdelante HealthcarePhoenix, AZ

REGION XLeslyn PhelpsGlenns Ferry Health CenterGlenns Ferry, ID

Thomas TrompeterHealthPointRenton, WA

Grace Wang, MD*International Community Health

ServicesSeattle, WA

*CLINICIAN BOARD REPRESENTATIVE

**HEALTH CENTER BOARD MEMBER REPRESENTATIVE

+Gary Wiltz, MD was elected Chair-Elect at the 2011 House of Delegates. Per our bylaws, the Executive Committee appointed John Mengenhausen to serve the remainder of the Treasurer’s term effective 8/30/2011.

2 2011 Financial, Operations Management / Information Technology Conference

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Dear Colleagues,

Early in the year, we had no idea just how timely our theme, Real Solutions for Real Change in Health Care, would be for the 2011 Financial, Operations Management/Information Technology (FOM/IT) Conference. With falling revenues, restricted budgets, and, of course, changes due to the passage of the Patient Protection and Affordable Care Act, community health centers are facing turbulent times. Those who thrive will be those whose leaders make bold moves, keep their people motivated, and never stop looking for new ways to operate more efficiently, effectively, and creatively. And as health centers are grappling with these complex and ever-changing issues, this theme provides the perfect context for the keynote plenary, educational sessions, and overall focus of the conference — in short, it lives up to its claim!

The FOM/IT Conference continues to offer a number of interesting sessions related to the balancing act of decreasing federal funds and increasing numbers of uninsured; the integration of systems and outcomes reporting; and the management of a constantly changing environment with fewer resources.

To this end, we have comprised an excellent program designed to provide strategies to health care senior management for addressing, both, the uncertainties and opportunities created by change. This year’s FOM/IT conference features up-to-date content that reflects today’s changing health care and economic environments.

Here are a few highlights of this year’s program:

• Back by popular demand, is our keynote speaker, noted author and corporate culture expert—Larry Johnson. With his appropriately titled presentation, Leadership is NOT a Spectator Sport, Larry will draw on 25 years of consulting experience with some of the world’s foremost corporations and governmental organizations to guide you in leading your community health center through an unpredictable economic landscape.

• A session on Corporate Compliance: Key Lessons from Health Reform, presented by Jacqueline C. Leifer, JD, Senior Partner, and Adam Falk, JD, Partner, Feldesman Tucker Leifer Fidell LLP. This session is designed to help health centers implement an effective corporate compliance program that prioritizes the highest risks that safeguards and minimizes financial liabilities.

• A diverse collection of educational workshops, led by industry experts, delivering best practices that cover the issues most important in the areas of health center finance, operations, and health information technology.

And while visiting Las Vegas, be sure to get in some down time to explore “the entertainment capital of the world.” Hit “the Strip” and take in a show or take a chance at one of the many casinos, hit a trendy night spot or two — or simply stay in and do all that right here at the fabulous Planet Hollywood.

Enjoy your stay in Las Vegas!

National Association of Community Health Centers

Don’t Miss the FOM/IT EXPO!

Stop by and see the latest and greatest in products and services from our exhibitors . Join us for a networking reception on Monday evening, and lunch and breaks on Tuesday!

Monday, November 14 2:00pm – 7:30pm

Tuesday, November 15 8:30am – 3:00pm

2011 Financial, Operations Management / Information Technology Conference 3

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Discover Why Over 60,000 Primary Care Practices Rely On Us For Supplies and More.

As the nation’s largest, most experienced distributor of medical supplies, McKesson delivers a higher level of commitment to service, to increasing effi ciency, and to reducing costs for our primary care practices. We not only offer 150,000+ quality products — but also comprehensive technology solutions, consistent pricing, and an easy-to-use online ordering system that can help your center grow.

Contact your McKesson Medical-Surgical Account Manager for more information. Or call 866.McK.ANSWer (866.625.2679).©2011 McKesson Medical-Surgical Inc.

11MCK2185_NACHC_AD_v2.indd 1 7/6/11 8:42 AM

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General InformationBusiness CenterThe Planet Hollywood Business Center can serve as yourextendedofficewhileyou’reintown.Thebusinesscenter, located on the Mezzanine Level, just inside the hotel Conference Center, offers a full range of services including: photocopying, faxing, word processing, computer workstation rental, and much more.

Cellular Telephones – PLEASE Turn OFF Your Cell Phone

Please be considerate of others. Ringers on cell phones and other electronic devices should be turned off or switched to vibrate mode in conference education sessions, meetings, and social events.

Conference AttireWe invite you to dress in comfortable business casual style for the conference. In addition, hotel meeting rooms can sometimes be chilly, so you are advised to bring a sweater or light jacket.

Continuing Education Credit In order to receive education credits (CPE, CE, NACHC GovernanceCertificatecredit),NACHCconferenceattendees will need to:

• Have their conference badge scanned by room monitors at the end of each education session attended. Scanning allows NACHC to capture data needed for processing continuing education credits.

AND

• CompleteSessionEvaluationsdistributedatthe conclusion of each workshop attended. All completed evaluation forms are to be returned to room monitors.

In addition to earning educational credits through NACHC conferences, participants can receive additional credits online via the NACHC LiveLEARNING Center at www.nachcLiveLEARNING.com.

This icon designates sessions, throughout the conference program, that will be recorded and made available in multimedia format to ALL paid conference attendees.

Lost and FoundPlease check with the hotel’s front desk for lost and found items.

MessagesIn case of an emergency, callers should contact the hotel directly and ask that a copy of the message be given to the NACHC Registration staff. The telephone number of the PlanetHollywoodHotelis(702)785-5555.Messageswillbe posted on a designated message board near the NACHC Registration area.

NACHC LiveLEARNING CenterNow the world of NACHC events is just a click away! The NACHC LiveLEARNING Center is your online portal to educational content from all NACHC events and all 2011 FOM/IT education workshops are FREE to full-paying 2011 FOM/IT attendees.

This valuable online service provides access to meeting content on digital media — WHENEVER you need it — captured live and available to you via the NACHC LiveLEARNING Center! View courses online (as released forinclusion),capturedastruemultimediare-creationswith synchronized slides, handouts, and much more. You can even download sessions in MP3 format to your iPod for portable listening!

Listen to a motivating, informative general session or a compelling workshop you may have missed. This is an excellent training tool and informational resource for missed courses.

The NACHC LiveLEARNING Center provides:

• Quickandeasyaccesstopastandcurrentcontentfrom NACHC conferences and other training events.

• Theabilitytoearnadditionalcontinuingeducation(CME/CE)creditsintheprofessionaldisciplinescurrently offered on-site at NACHC conferences (includingNACHC’sCertificateofBoardGovernanceProgram).

• SessionaudiorecordingssynchronizedtoPowerPointpresentations.

• Theabilitytotrackyourowncontinuingeducationunitsandattendancecertification.

Visit www.nachcLiveLEARNING.com!

2011 Financial, Operations Management / Information Technology Conference 5

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NACHC Membership Organizations or individuals who are not members of NACHC and are interested in joining may contact the NACHCofficeat(301)347-0400orobtainamembershipapplication by stopping by the NACHC Registration Desk.

Press/MediaNACHC welcomes members of the media to the 2011 FOM/IT Conference. If you are a member of the press and wish to attend, please contact Amy Simmons, NACHCCommunicationsDirector,at(301)347-0400or [email protected] . Audio and video recording of NACHC sessions is not permitted and information presented is on a background basis only.

Speaker Ready RoomThe NACHC Speaker Ready Room is located in the Sunset 1 Meeting Room. All speakers are asked to report to this room upon arrival at the conference. At this location, speakers will receive conference badges, provide NACHC staff with copies of materials, and review or upload presentations.

Monday,November14 9:30am–6:00pmTuesday,November15 8:30am–4:30pmWednesday,November16 8:00am–10:30am

Share your FOM/IT Experience on Twitter! We ask attendees to add the hashtag #CHCFOM to any Tweetsabouttheconference.ThisallowsotherstofindyourTweets,jointheconversation,andfindinterestingnew folks to follow!

Be sure to follow @NACHC on Twitter for important announcementsduringFOM/IT.Gotowww.twitter.com/NACHC.

FOM/IT EXPO Celebrity Ballroom 5 Meet with NACHC exhibitors featuring innovative products and services designed to enhance the current management and operations of your health center, as well as prepare you and your staff for the challenges ahead in the provision of patient care. Keep in mind, that there are greatprizestowinbyjustvisitingtheEXPOfloor!

EXPOHours: Monday,November14 2:00pm–7:30pmTuesday,November15 8:30am–3:00pm

Back by popular demand! NACHC-opoly! PRIZES … PRIZES … PRIZES

To play:

1. YoucanfindyourEXPOgamecardinyourconference registration bag upon arrival.

2. When you get to the FOM/IT EXPO, simply visit each exhibitor highlighted on the card, review their offerings, and receive a sticker from each booth.

3. Once you’ve collected all stickers, drop off your completed game card at the NACHC Membership Booth (#200) by 2:30pm on Tuesday, November 15th to be entered in the prize drawings.

The prize drawings will take place on Tuesday, November15that2:45pmintheNACHCEXPOHall. You must be present in order to claim your prize!

For more information on participating exhibitors and prize drawings, please refer to the Exhibit Guide included in your conference registration bag.

NACHC gratefully acknowledges the following

sponsor:

Tote Bags

NACHC gratefully acknowledges the following

sponsor:

Lanyards

6 2011 Financial, Operations Management / Information Technology Conference

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Solutions for: Ambulatory | Inpatient | Community Connectivity | Performance Management | Consulting Services nextgen.com

I’m one of 50,000 users who chose NextGen solutions for my quality initiatives.

Are you striving to advance patient care through technology? As you work to improve care quality, reduce costs, and generate new revenue streams, you need a technology partner to help you reach Medical Home. With our tailored Health Center solutions—including NextGen® Ambulatory EHR—you’ll be ready to collaborate across the care continuum to coordinate your patient population’s total healthcare needs. As demonstrated by our successful clients, we’re ready to help you achieve healthier clinical outcomes and stronger quality performance, to support P4P, PQRS, and MU criteria—all while meeting your Medical Home goals.

See a demonstration of NextGen Ambulatory EHR, which is tailored for Health Centers: nextgen.com/DMdemo

Over 100 NextGen Healthcare

clients have already achieved Level

2 or 3 NCQA Patient Centered

Medical Home recognition.

Copyright © 2011. NextGen Healthcare Information Systems, Inc. All rights reserved. NextGen is a registered trademark and trademark of NextGen Healthcare Information Systems, Inc. in the United States and/or other countries. All other names and marks are property of their respective owners.

CHC_Ahead_Print.indd 1 10/10/11 4:20 PM

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Wi-Fi At This Year’s FOM/IT!Conference attendees will have Wi-Fi access during the 2011 FOM/IT! Thanks to a generous sponsorship, on behalf of CompuGroupTM Medical, Internet access will be available in ALL NACHC meeting rooms and the NACHC Registration area.

Look for the CompuGroupTM Medical logo throughout the conference area. This logo designates locations where your computer can connect to the wireless network. NACHC CONFERENCE is the wireless network name for the 2011 FOM/IT. Simply follow these easy steps for access:

To Log In:1. Search for NACHC CONFERENCE and double click on it to connect. (no password needed) 2. Open a web browser and the Welcome page and the Terms and Conditions of Use will appear. 3. Once you have reviewed and accepted the Terms and Conditions of Use, you will be redirected to NACHC’s

FOM/IT website, where you can begin browsing the Internet.

Time Limit:Your internet access will have a time limit of 3 hours. You can be reconnected immediately after the 3 hours by opening a new web browser window and accepting the Terms and Conditions of Use. If you are unable to access the Terms and Conditions of Use page, disconnect the NACHC CONFERENCE network and connect again.

Note: NACHC cannot provide end-user support and personal assistance for PC configuration or troubleshooting; and does not screen or restrict access to any content placed on or accessible through the Internet.

Wi-Fi Access: Another way that NACHC is increasing the value of your conference experience.

We want to ensure that your attendance at this conference is an enjoyable experience.

If we can be of any assistance, please call on us.

Mary HawbeckerSenior Vice President, NACHC Operations and Chief Financial Officer

Cynthia J. Gady Tricia Fadness, CMP, CEM Narine Hovnanian Associate Vice President Assistant Director Meetings Coordinator Meetings and Exhibits Meetings and Exhibits Meetings and Exhibits

Sponsored by

8 2011 Financial, Operations Management / Information Technology Conference

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If your health center needs a smarter way to work, CompuGroup Medical can help. Our solutions are flexible and designed to keep up with advancements in patient treatments and changing federal regulations. We offer Meaningful Use certified EHRs as well as other HIT solutions including practice management and lab information systems that can synchronize every area of your practice for more efficiency and better outcomes. To see how we can help synchronize your CHC or FQHC, visit CGMus.com

The signs are There. iT’s Time To go digiTal.

s y n c h r o n i z i n g h e a lT h c a r e

Complete Healthcare IT SolutionsFor Practices to Community Health Centers, Today and Tomorrow

VisiT Us aT BooTh 618!

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The Planet Hollywood Hotel is the host hotel for the 2011 NACHC FOM/IT Conference.

Planet Hollywood Hotel3667 Las Vegas Boulevard SouthLas Vegas, NV 89109(702) 785-5555 Phone(866) 919-7472 Toll Free

Housing PoliciesIn an effort to ensure that the hotel is able to accept the maximum number of reservations, NACHC has implemented the following housing policies:

• Eachreservationmusthaveauniquename.Nopersonmay book more than one room in their name.

• Adepositofonenight’sroomandtaxwillbetakenat the time of booking in order to guarantee your reservation.

• Shouldyouneedtocancelareservation,youmustdoso30 days in advance of your arrival in order to receive a refund of your initial deposit. For cancellations within the 30 days prior to your arrival, deposits are non-refundable unless the hotel is able to resell your cancelled room.

Registration Hours and LocationThe NACHC Registration Desk is located in the Rotunda, the area found directly upon entry into the Planet Hollywood Conference Center. Registered attendees can pick up their badges and registration packets during the following hours:

Monday,November14 9:30am–6:00pmTuesday,November15 8:30am–4:00pmWednesday,November16 8:00am–10:30am

NACHC Registration Policies• ONLYindividualsregisteredandbadgedmayattend

conference events.

• NOREGISTRATIONWILLBEPROCESSEDWITHOUT PAYMENT.

• Acceptableformsofpaymentinclude:organizationalchecks, all major credit cards, travelers checks, and government purchase orders (provided an original vendorcopyispresentedwithanauthorizedsignature).

• RegistrationsreceivedafterMonday,October24th,theearly-bird registration deadline, will be invoiced for the full conference registration amount.

• RegistrationsreceivedafterMonday,October24thwill be handled as “on-site registrants.” Please bring your completed registration form and payment (credit card/organizationalcheck)totheNACHCOn-SiteRegistration Desk.

• PersonalcheckswillNOTbeacceptedforon-siteregistration.

Cancellations and RefundsAll cancellations must be CONFIRMED IN WRITING and must be received at NACHC by Monday, November 7th(certifiedmailisrecommended).CancellationsRECEIVED ON/BEFORE the November 7th deadline will be assessed a $100 processing fee. Cancellations RECEIVED AFTER November 7th are not refundable. Conference “NO SHOWS” ARE NOT REFUNDABLE. NO EXCEPTIONS. Please allow eight-nine weeks following the conclusion of the conference for refund processing. No refunds are processed prior to the conference.

Hotel Information Registration Information

NACHC gratefully acknowledges the following

sponsor:

Hotel Key Cards

10 2011 Financial, Operations Management / Information Technology Conference

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Kerry Kelley

Chief Information Officer

PrimaryPlus -- A multi-site FQHC serving

Northern Kentucky & Southern Ohio

Vanceburg, KY using primesuite s ince 2008

“I see where Greenway’s moving and the technology they have. They’re staying on the cutting edge and keeping up with all of the governmental mandates whatever they might be.”

One customer at a time.

meetgreenway.comMEET THE GREENWAY TEAM

“Greenway is a company guided by principles. Simply put, we do the right thing for our customers. Service, innovation, leadership and partnership are at the core of every action we take. I invite you to learn about our company and the power of PrimeSUITE at meetgreenway.com.” Tee Green, President and Chief Executive Officer

We welcome CySolutions to the Greenway familyVisit us at Booth #208

Page 14: FOM2011Program

Monday, November 14, 2011

Celebrity Ballroom 1

Celebrity Ballroom 2

Celebrity Ballroom 3

Celebrity Ballroom 4

Wilshire Ballroom

9:30am – 6:00pm Registration Rotunda

10:30am – 12:00pm GE Centricity User Group

12:30pm – 2:00pm IMA1 General Session Celebrity Ballroom 4

2:00pm – 7:30pm EXPO Hall Open Celebrity Ballroom 5 (2:00pm – 2:30pm Refreshment Break)

2:30pm – 4:00pm IMA2 Building a Productivity Model to Meet Your Health Center’s Financial Needs

IMB2Compensation Models and Implementation Strategies for Health Care Professionals

IMC2Conquering the Integration of Electronic Dental and Health Records

IMD2Understanding the Complexities of the Federal Financial Report for the Community Health Center Grant

IME2Leading Data-Driven Performance Improvement: A Missouri Primary Care Association Case Study

Finance Operations/Management HIT Finance HIT

4:00pm – 4:30pm Refreshment Break in EXPO Hall Celebrity Ballroom 5

4:30pm – 6:00pm IMA3TGIM (Thank Goodness It’s Monday): How to Turn-On Your Employees So They Won’t Turn-Over On You

IMB3Health Centers: Critical Partners in Value-Based Care

IMC3Doubling Patient Volumes Without Adding Providers: Leveraging Technology, Data, and the Care Team

IMD3Budgeting and Finance in Tough Financial Times

IME3An Ounce of Prevention is Worth a Pound of Cure: Disaster Recovery and Emergency Preparedness in the Electronic Age

Operations/Management Operations/Management HIT Finance HIT

6:00pm – 7:30pm Conference Reception in EXPO Hall Celebrity Ballroom 5 This event generously sponsored by

November 14–16, 2011 Planet Hollywood Hotel Las Vegas, NV

Education Sessions At-A-Glance as of 10/11/11 and subject to change

12 2011 Financial, Operations Management / Information Technology Conference

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Tuesday, November 15, 2011

Celebrity Ballroom 1

Celebrity Ballroom 2

Celebrity Ballroom 3

Melrose Meeting Room 3-4

Wilshire Ballroom

8:30am – 3:00pm EXPO Hall Open Celebrity Ballroom 5(8:30am – 9:30am Continental Breakfast)

NextGen User Group8:00am – 9:30am

8:30am – 4:00pm Registration Rotunda

9:30am – 11:00am ITuA1From Boomers to Linksters: Managing the Conflict Between Generations at Work

ITuB1Is Your Community Health Center Ready for Accountable Care Organizations?

ITuC1How to Build an IT-Focused Business Continuity Plan for Your Health Center

ITuD1Maintaining PPS Revenue During State Transitions to Medicaid Managed Care

ITuE1How to Navigate Meaningful Use Electronic Health Record Incentives

Operations/Management Operations/Management HIT Finance HIT

11:00am – 1:00pm Boxed Lunch in EXPO Hall Celebrity Ballroom 4

1:00pm – 2:30pm ITuA2Evaluating High-Risk Billing Areas

ITuB2The Pitfalls and Headaches Associated with Building New and Renovated Health Center Facilities

ITuC2HRSA’s Investment in Health Information Technology and How Safety Net Providers Are Making the Most of Those Investments

ITuD2Strategic Financial Planning Considerations for Health Centers

ITuE2Assessing the Financial Viability of Telehealth in Community Health Centers

Finance Operations HIT Finance HIT

2:30pm – 3:00pm Refreshment Break in EXPO Hall Celebrity Ballroom 5

3:00pm – 4:30pm ITuA3Health Center Financial, Staffing, and Services Analysis: Challenges and Opportunities

ITuB3Strategic Planning That Leads Your Organization Into the Future

ITuC3Maximizing Health Outcomes and Revenues Through Automated Population Health Management

ITuD3FQHC Medicare Billing 2011 Update

ITuE3Virtual Desktops and Servers: Demystifying Virtualization for Community Health Centers

Operations Operations/Management HIT Finance HIT

4:45pm – 6:15pm eClinicalWorks User Group

2011 Financial, Operations Management / Information Technology Conference 13

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Wednesday, November 16, 2011

Celebrity Ballroom 1

Celebrity Ballroom 2

Celebrity Ballroom 3

Melrose Meeting Room 3-4

Wilshire Ballroom

8:00am – 8:30am Coffee Celebrity Ballroom Foyer

8:00am – 10:30am Registration Rotunda

8:30am – 10:00am IWA1Medicaid Managed Care Toolbox: Information Needed to Negotiate Effectively with Managed Care Organizations

IWB1Using Information Technology to Support the Accountable Care/PCMH Model

IWC1Maxmizing Hosptial Community Benefit by CHCs, HCCNs, and PCAs

IWD1The Basics of FQHC Medicare Cost Reporting

IWE1 Rethinking the Role of Social Media in FQHCs

Finance HIT Operations/Management Finance HIT

10:00am – 10:30am Refreshment Break Celebrity Ballroom Foyer

10:30am – 12:00pm IWA2I’m Your Employer, Not Your Mother! Enlightened Perspective on Managing Non-Performing Staff

IWB2Corporate Compliance: Key Lessons from Health Reform

IWC2 Building Your CHC’s Project Management Capability: Developing the Ability to Lead Change

IWD2Complicated FQHC Encounters and How to Bill

IWE2The Path Forward: How to Plan Now for Meaningful Use Stages 2 and 3

Operations/Management Operations/Management Operations/Management Finance HIT

EXPLANATION OF SESSION CODESThe first letter of the code is the meeting: I = FOM/IT. The second letter of the code indicates the day of the week: M = Monday, Tu = Tuesday, and W = Wednesday. The third letter in the code indicates the location with each letter A–E representing a different meeting room . The number at the end of the code signals whether it is the 1st, 2nd, or 3rd time slot of each day .

ITuC3

Meeting Code Day of

WeekLocated in

Celebrity Ballroom 3

Third time slot of the day

14 2011 Financial, Operations Management / Information Technology Conference

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experience

experience direction

Experience guidance from a top 10 CPA and advisory firm that helps more than 175 community helth centers manage change, bolster the bottom line, make wise decisions and stay in compliance. Let BKD help you chart a course to success. Learn more at bkd.com.

Mike Schnake Jeff Allen Scott Gold 417.865.8701

175+clients

Page 18: FOM2011Program

Continuing EducationBy attending education workshops, participants may qualify for continuing education units . Only full-paying participants and daily registrants are eligible for continuing education credits .

SOCIAL WORKERS (CE)

This program was approved by the National Association of Social Workers for 10.5 continuing education contact hours . (Provider #886419070)

ACCOUNTING PROFESSIONALS (CPE)

The National Association of Community Health Centers, Inc . (NACHC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit . Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37217-2417 or by visiting their website at www .nasba .org . (Sponsor #108392)

OTHER HEALTH PROFESSIONALS (CE)

The National Association of Community Health Centers, Inc. (NACHC) “Certificate of Participation” may be used toward state licensing requirements for a variety of disciplines requiring continuing education credits (i .e ., health educators, nurses, physician assistants, doctors of osteopathic medicine, etc .) . It is recommended that a Certificate of Participation and a copy of a conference program be submitted to your state-licensing agency.

Scanning and Evaluations

In order to receive Continuing Education Units (CEUs) at this NACHC conference, ALL attendees must:

• Have their conference badge scanned by room monitors at the end of each education session attended .

AND

• Complete Session Evaluations distributed at the conclusion of each workshop attended .

These simple steps ensure that CEUs are accurately processed and that valuable feedback is provided for the development of future NACHC programs .

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Education Sessions

Monday, November 14, 2011

12:30pm – 2:00pmGENERAL SESSION

IMA1 Celebrity Ballroom 4

WELCOME

Kauila Clark NACHC Chair of the Board

Master of Ceremonies

Why Meaningful Use is Worth the Investment

Farzad Mostashari, MD, ScM National Coordinator for Health Information Technology

Office of the National Coordinator for Health Information Technology,

U.S. Department of Health and Human Services

Farzad Mostashari, MD, ScM joined the Office of the National CoordinatorinJuly2009.Previously,heservedattheNewYorkCity(NYC)DepartmentofHealthandMentalHygieneas Assistant Commissioner for the Primary Care Information Project, where he facilitated the adoption of prevention-oriented health information technology by over 1,500 providers in underserved communities. Dr. Mostashari also led the Centers forDiseaseControlandPrevention(CDC)-fundedNYCCenterof Excellence in Public Health Informatics and an Agency forHealthcareResearchandQuality-fundedprojectfocusedonqualitymeasurementatthepointofcare.Priortothis,he

established the Bureau of Epidemiology Services at the NYC Department of Health, charged with providing epidemiologic and statistical expertise and data for decision making to the health department.

Leadership is NOT a Spectator Sport

LarryJohnson,CSPProfessional Speaker, Author,and Corporate Culture Expert

Right now, community health clinics are facing falling revenues, restricted budgets, and, of course, changes mandated by the Patient Protection and Affordable Care Act. Those who survive will be those whose leaders make bold moves, keep their people motivated, and never stop looking for new ways to operate more efficiently, effectively, and creatively.

Back by popular demand, Larry Johnson will draw on 25 years of consulting experiences with some of the world’s foremost corporations and governmental organizations to show you how to lead your people through these turbulent times.

Larry Johnson, accomplished author and speaker, will guide you and colleagues on the right path toward preparing your health center organization for this immense transition. Johnson has authored more than 50 published articles on the topics of leadership, people management, customer service, and changing corporate culture. He is the co-author of the top-selling, Absolute Honesty — Building a Corporate Culture That Values Straight Talk and Rewards Integrity. During his lengthy career, he has assisted organizations in building more productive and profitable working cultures through the development of strong leaders and dedicated employees.

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2:30 pm – 4:00pmEDUCATION SESSIONS

IMA2 Celebrity Ballroom 1Building a Productivity Model to Meet Your Health Center’s Financial Needs Level: Intermediate Track: Finance Target Audience: Administrators, Finance Directors, Medical Directors

What are the factors affected by productivity within your health center? How do you communicate your productivity needs with providers and other staff? This session will focus on identifying productivity goals for each provider and reports that analyze progress. A specific area of focus will be the schedule to ensure thatthereisanadequatesupplyofpatientstomeetproductivitygoals. The session will also feature interpreting cycle time analyses to find specific opportunities in establishing working modelsthatwillassureadequatelevelsofproductivityandefficiency.

Upon completing this session, the participants will be able to: 1. Identify information needed to illustrate the efficiency of

their health center operations.2. Establish a productivity level needed to meet annual budget

goals.3. Set up appointment templates that will produce visit levels

to assure an efficient operation.

Presenter(s): Curtis Degenfelder, Consultant, Degenfelder Health Care, Los Angeles, CA

EXPO HALL HOURS Celebrity Ballroom 5 2:00pm – 7:30pm• 2:00pm–2:30pmRefreshmentBreak

• 4:00pm–4:30pmRefreshmentBreak

• 6:00pm–7:30pmConferenceReception

(the above events take place in the EXPO Hall)

IMB2 Celebrity Ballroom 2Compensation Models and Implementation Strategies for Health Care ProfessionalsLevel: Intermediate Track: Operations Target Audience: Administrators, S/RPCA Directors, Finance Directors

Compensation in the health care arena is an extremely complex and volatile proposition. Privatization of health care services continuestothreatenfederallyqualifiedhealthcenters(FQHCs)andcommunityhealthcenters(CHCs)forboththeirpatientsandmedical staff. Compensation financials are further complicated by new treatment models that extend beyond the physician andrequireinclusionofotherhealthcareprofessionalsinanalready overextended budget. How do organizations develop fiscally responsible compensation strategies that will attract and retain competent, committed health care professionals? How can leadership insure that the salary line is producing bottom line impacts? In this session you will learn about current and emerging compensation strategies that produce balanced organizationalfiscalhealth,qualityservicedelivery,andbottomline results.

Upon completing this session, the participants will be able to: 1. Discuss the historical situation of CHCs and the impact on

organizations. 2. Describe a performance management and incentive

compensation system. 3. Measure provider performance by developing a fair and

quantifiablesystemthatincorporatesallaspectsofproviderperformance.

Presenter(s): BarrettHatches,PhD, President and CEO, Hatches Consulting, LLC, Kansas City, MO

IMC2 Celebrity Ballroom 3 Conquering the Integration of Electronic Dental and Health RecordsLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Clinicians, Dentists, Medical Directors

Afullyintegratedelectronichealthrecord(EHR)andcaremodel for both medical and oral health care is essential to avoid discrepanciesbetweenrecordsandtosupportholisticqualityof care, safety, and cost reduction initiatives. More than 120 diseases originate in the oral cavity, making dental information vital to patient care. This is especially true in community health centers where a large number of diabetics and patients with cardiovascular disease are treated, making access to a patient’s dental information critical in the early detection and ongoing treatment of these types of chronic conditions. This session will address the systemic issues resulting in lack of integration

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of records and the many benefits associated with integration of oral health and medical records. Most importantly, the session will provide you with best practices on how to navigate the seemingly elusive task of integrating your EDR and EHR systems.

Upon completing this session, the participants will be able to: 1. Understand the importance of having one, integrated record

for both oral health and medical health.2. Identify methods in overcoming obstacles in achieving one,

integrated record.3. Identify the steps involved in integrating EHRs and EDRs.

Presenter(s):

Carolyn L. Brown, DDS, Dental Director, Programs and Development, Native American Health Center, San Francisco, CA Jeff Lowrance, Chief Executive Officer, OSIS, Cincinnati, OH PamReece, Director, Enterprise and Specialty Solutions, Henry Schein Practice Solutions/Dentrix Enterprise Platforms, American Fork, UT Keith Slater, Vice President and General Manager, Henry Schein Medical Systems/MicroMD, Youngstown, OH

IMD2 Celebrity Ballroom 4Understanding the Complexities of the Federal Financial Report for the Community Health Center GrantLevel: Intermediate Track: Finance Target Audience: Administrators, S/RPCA Directors, Finance Directors

Don’tlettheshort,one-pageFederalFinancialReport(FFR)fool you into thinking that it is insignificant and easy to complete.UniquequalitiesoftheCommunityHealthCenterGrant regulations make it a challenge to determine whether a grantee organization has an unobligated balance of federal funds or unexpended program income. This session will examine the steps to calculate and analyze the major components of the FFR and how to complete the form. More than merely a compliance requirement,learnwhattheFFRdatarevealsaboutyourorganizationandpotentialconsequencesofnegativeorincorrectresults.

Upon completing this session, the participants will be able to: 1. Define key FFR terms, including federal share of

expenditures and program income. 2. Demonstrate the steps to calculate unobligated federal funds

and unexpended program income.3. Deliver important factors affecting FFR results for health

center management team consideration when preparing the grant budget, designing the accounting system, and spending grant funds.

Moderator: GerveanWilliams,Director, Financial Management Assistance Services, NACHC, Bethesda, MD

Presenter(s): JeffCase,CPA, Managing Director, BKD, LLP, Springfield, MO

IME2 Wilshire BallroomLeading Data-Driven Performance Improvement: A Missouri Primary Care Association Case StudyLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Medical Directors

There are fundamental issues that successful community health centers must address as they develop their mission and vision through health care reform. This workshop will provide tools, techniques,andacasestudyfromtheMissouriPrimaryCareAssociation--- how they lead performance improvement across their health center membership and the state by applying best practices,fosteringaculturethatadjustsquicklytochange,and using health center and patient data as a strategic asset. You will take away a deeper understanding of how a strategy ofcollaborationwilleffectivelyfosterqualityinitiativessuchas meaningful use and the Patient-Centered Medical Home and Accountable Care Organization models. The workshop will be an interactive discussion on the concept and application of meaningful use as the stepping stone to accountable care and data-driven health care.

Upon completing this session, the participants will be able to: 1. Identify strategies to improve financial, clinical, and

operational objectives.2. ApplyqualityimprovementmodelsthatuseEHRsto

aggregate data and allow accurate, timely, and repeatable analysis and trending.

3. Expand their understanding of health care reform and what it means for their organization.

Moderator: AndrewPrincipe,Vice President, Healthcare Solutions, Arcadia Solutions, Burlington, MA

Presenter(s): Alvin Lin, Director of Provider Solutions, Arcadia Solutions, Burlington, MA SusanWilson,Chief Operating Officer, Missouri Primary Care Association, Jefferson City, MO

4:00pm – 4:30pm Celebrity Ballroom 5REFRESHMENT BREAK IN EXPO HALL

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4:30 pm – 6:00pmEDUCATION SESSIONS

IMA3 Celebrity Ballroom 1TGIM (Thank Goodness It’s Monday): How to Turn-On Your Employees So They Won’t Turn-Over on YouLevel: Basic Track: Operations Target Audience: All

This fast-paced, content-packed, humor-laced session shows participants how to reduce employee turnover, increase employee productivity, and enhance employee morale. The program is based on the premise that happy, turned-on employees provide the best service to customers. TGIM gives participants easy-to-use tools to help them motivate their employees to be those happy, turned-on service providers every business needs.

Upon completing this session, the participants will be able to: 1. Apply critical supports that are proven to improve

productivity and customer satisfaction, while reducing employee turnover.

2. Adopt the Radar O’Reiley Model of Servant Leadership. 3. Balance the two major motivational factors that apply to all

working people.

Presenter(s): LarryJohnson,CSP, Co-Owner, Johnson Training Group, Scottsdale, AZ

IMB3 Celebrity Ballroom 2Health Centers: Critical Partners in Value-Based CareLevel: Basic Track: Operations Target Audience: Administrators, S/RPCA Directors, Finance Directors, Medical Directors

There are profound changes occurring in the U.S. health care system with increased expectations that providers better coordinate care and that provider reimbursements tie to higher valuecare.Communityhealthcentersbringuniquestrengthstovalue-based care partnerships. Participants will learn the key principles and constructs behind value-based or accountable care. Presenters will discuss common health center attributes that can contribute to forming effective partnerships with other health care providers and the advantages and risks of such partnerships.

Upon completing this session, the participants will be able to: 1. Articulate the basic constructs and key principles behind the

accountable care or value-based care systems.2. Identify common CHC attributes that serve to support a

pivotal partnership role in the formation of value-based care partnerships.

3. Identify a set of aims for the formation of value-based care partnerships.

Presenter(s): Christopher Mathews, MD, Health Care Consultant, Lovett-Collins Associates, Seattle, WA

IMC3 Celebrity Ballroom 3Doubling Patient Volumes Without Adding Providers: Leveraging Technology, Data, and the Care TeamLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Clinicians, Nurses, Medical Directors

The need for health center services far outstrips the supply of services available. This session details the success of a 20-clinic health center that has doubled its patient numbers, without adding new providers. Strategies include innovative use of electronic communication and health records to thoroughly manage patient wellness in streamlined visits, as well as outside the clinic. Outcomes include significant improvements in chronic disease management and preventive care compliance and thorough understanding of the clinic access data (increasing keptappointmentsanddailyutilizationby50percent),processdata(ensuringcliniciansuseevidence-basedmedicine),andoutcomes data (determining how the health center is impacting populationhealth).Leveragingthisdataenablesclinicstobuildaction plans and evaluate results, including a comprehensive overhaul of scheduling practices to greatly increase access; as wellasimplementproviderscorecardstoensurequalitycareand daily use of continuity and care coordination registries and reports. This session will have a comprehensive review of the role of each health care team member to ensure that each is performing tasks that cannot be accomplished through technologyorbylower-coststaff.Thisincreasesthequalityandnumber of patient care visits that can be seen by the licensed provider, while improving patient health outcomes.

Upon completing this session, the participants will be able to: 1. Describe specific ways in which an EHR and electronic

communication can improve patient access, care, and outcomes in the PCMH.

2. List data points and related strategies that are crucial to understanding and expanding health center resource utilization and health outcomes.

3. Identify key tenets of the PCMH and describe how optimal technology, data, and team roles are central to meeting and exceeding the high expectations of this philosophy.

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Presenter(s): TamarahDuperval-Brownlee,MD,MPH,FAAFP, Chief Medical Officer, Lone Star Circle of Care, Georgetown, TX DeniseEsper, Chief Operating and Revenue Officer, Lone Star Circle of Care, Georgetown, TX

IMD3 Celebrity Ballroom 4Budgeting and Finance in Tough Financial Times Level: Intermediate Track: Finance Target Audience: Administrators, Finance Directors

The current health center financing environment is challenging potential cuts at both the state and federal levels. Without planning, centers breaking even today may start to experience serious financial difficulties. In this session, learn about ideas for budgeting that include what-if analyses, strategies for improving operations NOW to generate cash reserves, and managing cash during difficult times. Learn the importance of analyzing the right types of information in order to know when quickactionisneededtoavertoperationalproblems.

Upon completing this session, the participants will be able to: 1. Develop medium-term financial plans.2. Model changes in revenue.3. Develop and analyze early warning financial and

operational reports.

Presenter(s): Michael Holton, Consultant, Holton Health Care, Raleigh, NC Curtis Degenfelder, Consultant, Degenfelder Health Care, Los Angeles, CA

IME3 Wilshire Ballroom An Ounce of Prevention is Worth a Pound of Cure: Disaster Recovery and Emergency Preparedness in the Electronic AgeLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Clinicians, Nurses, Medical Directors

Given the common need for health centers to respond effectively in the event of an emergency and the growing impactofhealthinformationtechnology(HIT)onallaspectsof health center operations, there is a natural intersect between qualityemergencypreparedness(EP)effortsandHIT.HIT,particularlyelectronichealthrecords(EHRs)andpracticemanagementsystems(PMSs),requirescompliancewithamyriad of issues related to privacy, security, and disaster recovery. Likewise, as sites add new and/or upgrade technology, emergency management policies and procedures need to reflect preparedness with different capabilities and for different vulnerabilities. Using firsthand experience in training hundreds of community health centers to adopt and implement emergency preparedness planning as well as electronic health records, PrimaryCareDevelopmentCorporation(PCDC)willleadadiscussion that demonstrates the overlap between best practices in emergency preparedness and HIT compliance, particularly as it relates to HIPAA, meaningful use, and disaster recovery. PCDC will provide participants successful pathways for aligning these efforts at their sites, show sample policies and procedures, and provide case studies that demonstrate practical application of the knowledge.

Upon completing this session, the participants will be able to: 1. Describe the overlap between emergency preparedness

principles and business continuity practices for EHRs/PMSs.

2. Describe the catalogue of decision points a health center should consider when approaching compliance for HIT and EP simultaneously.

3. Identify actionable steps to align their HIT compliance efforts and existing emergency preparedness program.

Moderator: BrianSilva,MPA,Program Manager, Emergency Preparedness, Primary Care Development Corporation, New York, NY

Presenter(s): PeterCucchiara,MBA,Director of Performance Improvement, Health Information Technology, Primary Care Development Corporation, New York, NY

6:00pm – 7:30pm Celebrity Ballroom 5CONFERENCE RECEPTION IN EXPO HALL

Scanning and Evaluations

In order to receive Continuing Education Units (CEUs) at this NACHC conference, ALL attendees must:

• Have their conference badge scanned by room monitors at the end of each education session attended .

AND

• Complete Session Evaluations distributed at the conclusion of each workshop attended .

These simple steps ensure that CEUs are accurately processed and that valuable feedback is provided for the development of future NACHC programs .

22 2011 Financial, Operations Management / Information Technology Conference

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Let’s talk community health, expert to expert.Let’s talk about what J.H. Cohn provides. Specialty teams who understand the unique needs of community health centers. Personal, partner-level guidance to navigate healthcare reforms; strengthen reimbursement and rate-setting procedures; and improve financial and operational performance—so you can focus on fulfilling your mission. If that’s what you’re looking for in an accounting firm, talk to J.H. Cohn.

Peter R. Epp, CPACo-Director, Healthcare Industry Practice646-254-7411

Gil Bernhard, CPACo-Director, Healthcare Industry Practice646-254-7479

Steven Schwartz, CPAPartner, Healthcare Industry Practice646-254-7484

Evan Zuckerman, CPAPartner, Healthcare Industry Practice973-364-7727

Visit us at Booth 133

jhcohn.com 877.704.3500 New York . New Jersey . Connecticut . California

We t u r n e x p e r t i s e i n t o r e s u l t s.

Joe TorreTom Marino, CPA, CEO, J.H. Cohn

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Tuesday, November 15, 2011

EXPO HALL HOURS Celebrity Ballroom 58:30am – 3:00pm• 8:30am–9:30am ContinentalBreakfast

• 11:00am–1:00pm BoxedLunch

• 2:30pm–3:00pm RefreshmentBreak

(the above events will take place in the EXPO Hall)

9:30am – 11:00amEDUCATION SESSIONS

ITuA1 Celebrity Ballroom 1From Boomers to Linksters: Managing the Conflict Between Generations at WorkLevel: Basic Track: Operations Target Audience: All

Baby Boomers, Gen-Xers, and Gen-Yers — the differences between these groups go far beyond hair styles and nose rings. Differingvalues,workethics,standardsofquality,andattitudestoward customers can cause havoc on your team, or they can be a source of incredible energy and creativity — it’s all in how you manage them. Based on their new book, Generations Inc.: From Boomers to Linksters — Managing the Friction Between Generations at Work, generation expert Meagan Johnson and corporatecultureexpertLarryJohnsonpresenttheuniqueperspectives of a Gen-Xer and her Baby Boomer dad on how to manage different generations at work.

Upon completing this session, the participants will be able to: 1. Identify tips for managing Baby Boomers.2. Identify tips for managing Gen-Xers.3. Identify tips for managing Gen-Yers.

Presenter(s): LarryJohnson,CSP,Co-Owner, Johnson Training Group, Scottsdale, AZ MeaganJohnson,CSP,Co-Owner, Johnson Training Group, Scottsdale, AZ

ITuB1 Celebrity Ballroom 2Is Your Community Health Center Ready for Accountable Care Organizations?Level: Intermediate Track: Operations Target Audience: Administrators, S/RPCA Directors, Finance Directors

Attend this session and learn from experts what accountable careorganizations(ACOs)couldlooklike,thepossiblerolescommunityhealthcenters(CHCs)couldplayinACOs,andhow to assess your financial readiness to meet the reporting and

financialdemandsrequiredtobecomepartofanACO.Learnfirsthand how a medium-sized CHC, located in Washington, DC, decided to achieve greater financial integrity and thus permit it to grow and strategically position itself for partnering with an ACO. A health center executive will present a case study on his decision to outsource business office operations and the impact his decision has had on health center growth. He will also address how outsourcing may help strategically position the CHC vis-a-vis accountable care organizations.

Upon completing this session, the participants will be able to: 1. Understand the role CHCs will play in the world of ACOs.2. Strategically position their CHC to be a meaningful player

in an ACO.3. Assess and ensure financial and reporting readiness to

participate in an ACO.

Moderator: Hal Stern, President, FH Community Health, Germantown, MD

Presenter(s): Cynthia Avazpour, Vice President, FH Community Health, Gaithersburg, MD Michael Barch, Senior Vice President, FH Community Health, Gaithersburg, MD David Tatro, MBA, Chief Operating Officer, Mary’s Center for Maternal and Child Care, Inc., Washington, DC

ITuC1 Celebrity Ballroom 3How to Build an IT-Focused Business Continuity Plan for Your Health Center

Level: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Clinicians, Nurses

What is at stake post-disaster? Ninety-three percent of companies that lost their data center for ten days or more, due to a disaster, filed for bankruptcy within one year. Regardless of the scenario, a massive interruption to CHC operations can detrimentally affect critical business processes. CHCs need to establishandimplementabusinesscontinuityplan(BCP)toassure the most time-sensitive, critical functions are prioritized and can be reestablished in an acceptable recovery timeframe. Part of this important process, is the safeguarding of information technology and the creation of a Disaster Recovery Plan. This how-to session will examine business continuity planning and strategies from inception to execution. Attendees will examine the three elements of pre-planning: program initiation and management; risk evaluation and control; and business impact analysis. Next, attendees will focus on the three planning elements: developing business continuity strategies; emergency preparedness and response; and developing and implementing business plans. Finally, the four post-planning elements will be reviewed: awareness and training programs; business continuity plan exercise, audit and maintenance; crisis communications;

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and coordination with external agencies. By the end of this training, participants will have a tangible methodology for initiating and implementing a CHC BCP.

Upon completing this session, the participants will be able to: 1. Review and understand the ten professional practices of

business continuity. 2. Develop time-sensitive, critical business functions/

objectives through the use of business impact analysis (BIA).

3. Understand the holistic approach to business continuity and have the tools to form a business continuity steering committee to manage their BCP.

Presenter(s): MarioGonzalez,MPA,Emergency Preparedness Coordinator, Community Health Care Association of New York State, New York, NY MatthewJ.Ziemer,MPA,Emergency Preparedness Program Manager, Community Health Care Association of New York State, New York, NY AmeliaMuccio,MPA,Director of Emergency Management, New Jersey Primary Care Association, Hamilton, NJ

ITuD1 Melrose Meeting Room 3-4Maintaining PPS Revenue During State Transitions to Medicaid Managed CareLevel: Intermediate Track: Finance Target Audience: Administrators, Finance Directors

Due to projected budget gaps, many states are considering implementing managed care programs to reduce the growth of Medicaid costs. Special provisions of federal law ensure that when health centers participate in managed care programs in Medicaid, they continue to receive payment at the level set bytheProspectivePaymentSystem(PPS)---thesameratewhich health centers receive under the Medicaid fee-for-service program. This session explains how health centers have been paidunderMedicaidmanagedcare.As2014approaches,thisis especially important because health centers will receive PPS rates for services furnished to enrollees of health plans participating in state insurance exchanges.

Upon completing this session, the participants will be able to: 1. Identify the federal payment guarantees for health centers

under Medicaid managed care and state-based insurance exchanges.

2. Understand the issues that can arise for health centers under Medicaid managed care.

3. Identify successful strategies to address issues relating to Medicaid managed care.

Presenter(s):

EdwardT.Waters,JD, Managing Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC Adam Falk, JD, Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC

ITuE1 Wilshire BallroomHow to Navigate Meaningful Use Electronic Health Record IncentivesLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Clinicians, Medical Directors

Communityhealthcenters(CHCs)needtotakeadvantageofunprecedented government financial incentives granted for themeaningfuluse(MU)ofcertifiedelectronichealthrecords(EHRs).Attheheartofthisopportunityisanunderstandingoftherequirementsandmeasurementobjectivesthatqualifyanelectronic medical record as MU-certified. An analysis of the criteriaforMUcertification,PCMHqualification,andACOparticipation is presented in detail. While there are key areas of alignment, especially between MU and PCMH, there are real differences.Onthesurface,theprocessbywhichcentersqualifyforupto$63,750appearscomplicated.However,thisworkshopwill de-mystify what CHCs really need to know in order to access this free money. A CHC executive, having received her first monetary installment of the incentive payment, will describe her firsthand experience in navigating the process.

Upon completing this session, the participants will be able to: 1. Understand the similarities and differences in the

qualificationcriteriaforMU(Stage1,PCMH,andACO).2. UnderstandtheITinfrastructurerequirementsforMUand

PCMHqualification.3. Identifytoolsandtechniquesforunderstandingdeadlines,

determining eligibility, enrollment, and the timeline for payment.

Presenter(s): Dennis Flint, Director, Consulting and Education, Complete Medical Solutions, Baton Rouge, LA GingerHunt,FNP,Chief Executive Officer, RKM Primary Care, Clinton, LA David Hartzband, DSc, Director, Technology Research, RCHN Community Health Foundation, New York, NY

11:00am – 1:00pm Celebrity Ballroom 4BOXED LUNCH IN EXPO HALL

2011 Financial, Operations Management / Information Technology Conference 25

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Experience education on the go with the NACHC LiveLEARNING Center and explore all that the NACHC FOM/IT Conference has to offer online with:

• 50 hours of audio synchronized to PowerPoint presentations

• Downloadable MP3 files onto your Smartphone

• Archived Webinars

• Gain CE credits online for every session attended

The NACHC LiveLEARNING Center is available to registered attendees FREE!

Visit: www.nachcLiveLEARNING.com

FINANCIAL, OPERATIONS MANAGEMENT/IT CONFERENCE

Knowledge is a click away!

26 2011 Financial, Operations Management / Information Technology Conference

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1:00pm – 2:30pmEDUCATION SESSIONS

ITuA2 Celebrity Ballroom 1Evaluating High-Risk Billing Areas Level: Intermediate Track: Finance Target Audience: Administrators, S/RPCA Directors, Finance Directors

Billing presents a number of risk and compliance issues including improper coding, inaccurate patient data, and overpayments. Thus the Office of Inspector General has identified billing, as by definition, a high-risk area because it involves both compliance and financial issues. But billing for certain services are riskier than others, especially for communityhealthcenters(CHCs).Thissessionwillprovideideas for measuring billing risk by developing heat map analysis. Presenters will also discuss specific high-risk areas observed for CHCs, how to prioritize for internal auditing, and how to reduce risk.

Upon completing this session, the participants will be able to: 1. Understand the risks generated by billing.2. Identify examples of several high-risk billing areas.3. Utilize available tools for measuring billing risk.

Presenter(s): Curtis Degenfelder, Consultant, Degenfelder Health Care, Los Angeles, CA

ITuB2 Celebrity Ballroom 2The Pitfalls and Headaches Associated with Building New and Renovated Health Center FacilitiesLevel: IntermediateTrack: OperationsTarget Audience: Administrators

Attend this session and take home with you the rules of thumb and tips on selecting an architect, contractor, and other allied professionals to ensure the success of your building project. This workshop will also provide examples of what pitfalls to look for when building a new or renovating a health center facility.

Upon completing this session, the participants will be able to:1. Become familiar with the different project delivery methods.2. Understand the code of ethics for construction managers.3. Identify the most common responsibilities of an owner’s

representatives.

Presenter(s):TroyL.Nash,JD,HDFP,EDFP, Vice President, Director of Public Sector Consulting, Zimmer Real Estate Services, LC, Kansas City, MO

ITuC2 Celebrity Ballroom 3HRSA’s Investment in Health Information Technology and How Safety Net Providers Are Making the Most of Those InvestmentsLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Clinicians, Medical Directors

HRSA believes strongly in the value of health information technologytoimprovethequalityofcareprovidedbysafetynetproviders. Safety net providers, particularly community health centers(CHCs),areleadersintheuseofhealthinformationtechnology(HIT)toreducehealthdisparitiesandenhancepatient outcomes. This presentation will highlight significant investments that HRSA has made to advance the use of HIT across all safety net providers and then provide a more in-depth understandingoftheseeffortsastheyrelatetofederallyqualifiedhealth centers. The presentation will focus on several major areas of HRSA activities including investments to collect data on the use of HIT; programs and funding to support patient-focused clinical outcomes; efforts to establish a skilled workforce to support the adoption and implementation of HIT; tools and resources that have been established to support safety net providers; and finally, collaborative efforts with the Office of the National Coordinator, particularly with programs that support the work of safety net providers at, both, the national level and within their individual communities. Speakers from various CHCs will share their experiences on how these investments are leadingtoqualityimprovementsandimprovedhealthoutcomesin their centers.

Upon completing this session, the participants will be able to: 1. Discuss HRSA’s goals and key initiatives related to HIT and

qualityimprovement.2. Increase awareness of technical assistance and resources

available to support the implementation of HIT MU.3. Understand how best to leverage federal initiatives and

resources as per other safety net providers.

Presenter(s): Suma Nair, MS, RD, Director, Office of Quality and Data, Bureau of Primary Health Care/HRSA, Rockville, MD YaelHarris,PhD,MHS,Director, Office of Health Information and Quality/HRSA, Rockville, MD

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ITuD2 Melrose Meeting Room 3-4Strategic Financial Planning Considerations for Health CentersLevel: Intermediate Track: Finance Target Audience: Administrators, Finance Directors, Medical Directors

In order to maintain financial viability and sustain the mission of providing health care services, regardless of a patient’s ability to pay, health centers must consistently achieve operational profitability. To accomplish this objective, health centers must engage in proactive financial strategic planning. This session will focus on development of health center budgets and projections, incorporating financial health indicator goals and targets into a financial sustainability model. Given the fast pace of change in the health center industry, driven by federal government investment via the recent federal stimulus programs and future implementation of health care reform legislation provisions, it is important for health centers to engage in strategic financial planning activities.

Upon completing this session, the participants will be able to: 1. Understand the importance of budgeting and long-range

financial planning activities in health centers.2. Identify the key drivers important for the establishment of

realistic, but conservative financial looks ahead.3. Understand the connection between strategic financial

planning initiatives and the financial sustainability focus necessary in health centers today.

Moderator: JeffAllen,CPA,Partner, BKD, LLP, Springfield, MO

Presenter(s): MichaelSchnake,CPA,Partner, BKD, LLP, Springfield, MO

ITuE2 Wilshire BallroomAssessing the Financial Viability of Telehealth in Community Health CentersLevel: Basic Track: HIT Target Audience: Finance Directors, Medical Directors

While the use of telehealth can increase access to specialty careforpatientsofcommunityhealthcenters(CHCs),itswidespread adoption has been slowed by significant barriers, most notably implementation costs and low, inconsistent reimbursement for care. Many pilot programs have been initiated throughout the country with support from private and government start-up funds, but have ceased operations once these grants ended. A major challenge to these programs is building financial sustainability beyond the initial funding. JSI conducted a financial analysis for telehealth initiatives at three distinct CHCs that were funded as part of the California HealthCareFoundation’s(CHCF)TelemedicinetoImproveAccess and Efficiency in California Clinics Networks project. The organizations that were funded as part of this project included Open Door Community Health Centers based in Arcata, La Clinica de la Raza based in Oakland, and the Southside Coalition of Community Health Centers based in South Los Angeles. The goal of this project was to provide other CHCs, that are considering implementing a telehealth program, with a framework for considering initial and sustainable long-term program budgeting, as well as providing economic data from three existing telehealth centers.

Upon completing this session, the participants will be able to: 1. Identifytheprofit/lossequationforeachclinic

organization’s telehealth program.2. Describe how these models are financially sustainable given

existing patient volume.3. Describe how each program relies on outside funding for

initialcapitalcostsandequipmentupgrades.

Presenter(s): NinaL.Vaccaro,MPH,Executive Director, Southside Coalition of Community Health Centers, Los Angeles CA Frank Anderson, RN, Director of Telehealth Development, Open Door Community Health Centers, Eureka, CA TamarFendel,MPH,Quality Improvement Program Manager, La Clínica de La Raza, Inc., Oakland CA MargaretLaws,MPP,Director, Innovations for the Underserved, California HealthCare Foundation, Oakland, CA

Tuesday, November 15, 2011, continued

2:30pm – 3:00pm Celebrity Ballroom 5REFRESHMENT BREAK IN EXPO HALL

Scanning and Evaluations

In order to receive Continuing Education Units (CEUs) at this NACHC conference, ALL attendees must:

• Have their conference badge scanned by room monitors at the end of each education session attended .

AND

• Complete Session Evaluations distributed at the conclusion of each workshop attended .

These simple steps ensure that CEUs are accurately processed and that valuable feedback is provided for the development of future NACHC programs .

28 2011 Financial, Operations Management / Information Technology Conference

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Tuesday, November 15, 2011, continued

3:00pm – 4:30pmEDUCATION SESSIONS

ITuA3 Celebrity Ballroom 1Health Center Financial, Staffing, and Services Analysis: Challenges and Opportunities Level: Intermediate Track: Operations Target Audience: Administrators, S/RPCA Directors, Finance Directors

Many health centers struggle to define the most productive operationalmodels.Questionsarisearoundstaffingratios,service mix, and provision of enabling services and how these might affect productivity and financial performance measures. Capital Link has recently completed an intensive review of a variety of operational models and how they impact financial and operational performance. Case studies of a number of clinics identified through this analysis provide additional insights into those factors impacting the productivity and financial measures of clinics. This session will review these findings and share challenges and opportunities for future health center success.

Upon completing this session, the participants will be able to: 1. Describe current financial ratios and trends and how to

use these measures to monitor and evaluate health center financial performance.

2. Review financial and operational challenges to health center growth.

3. Discuss opportunities for balancing community and services demand with financial sustainability.

Presenter(s): FalayiAdu,MPH,Director of Data Analysis, Capital Link, Boston, MA Tony Skapinsky, Project Consultant, Capital Link, San Luis Obispo, CA

CommonWealth PurChasing grouP

Saving Money Together

40 Court Street, Boston, MA 02108 • 617-426-2767 • www.cwpurchasing.com A Massachusetts League of Community Health Centers Company

We are a Group Purchasing Organization dedicated to helping Community Health Centers and other not-for-profit organizations save a significant amount of money on all the supplies, equipment, & services they use everyday.

Visit Our Exhibit fOr mOrE infOrmatiOn.

Helping Health Centers Save Money!

2011 Financial, Operations Management / Information Technology Conference 29

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ITuB3 Celebrity Ballroom 2 Strategic Planning That Leads Your Organization Into the FutureLevel: Intermediate Track: Operations Target Audience: Administrators

A well-crafted strategic plan is the difference between a well-focused organization and one that shoots from the hip. An effective strategic plan is the foundation of the architecture and reflects the mission. It is clearly visible in the operational (tactical)plan,andinstaffselectionandtraining.Itisacriticaltool if community health centers are to position themselves to capitalize on the opportunities now offered by the Affordable Health Care Act. Board members, executives, and consumers will make and support optimal decisions when the priorities are clearly defined. As a regularly reviewed, evolutionary document, a strong strategic plan establishes a means to prepare leadership and staff for the continual changing needs of the health care environment. In this session, presenters will review the elements of a sound strategic plan and how to create a strategic planning session that meets the needs of the board, CEO, staff, and community served. The result is a relevant and dynamic strategic plan.

Upon completing this session, the participants will be able to: 1. Create strategic planning that meets the needs of all

stakeholders.2. Develop the elements of an effective strategic plan.3. Link the operational plan to the strategic plan.

Presenter(s): MarnieWilliams,Chief Executive Officer, Marnie Williams and Associates, Boulder, CO

Tuesday, November 15, 2011, continued

ITuC3 Celebrity Ballroom 3Maximizing Health Outcomes and Revenues Through Automated Population Health ManagementLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Clinicians, Nurses, Medical Directors

A common thread in future health care delivery models is the ability to effectively manage the care of patient populations with chronic conditions. A landmark study by McGlynn et al demonstrated that patients receive about 55 percent of the treatment recommended. Recognizing a need to bridge gaps in care delivery and improve care coordination, Baltimore Medical System(BMS)soughttousetechnologyinawaythatwouldhelp engage patients beyond the practice walls, bring in formerly noncompliant patients for needed visits, and improve adherence torecommendedcare.In2008,BMShiredPhyteltoimproveits follow-up efforts and ensure that its patients were receiving proper care. After a successful test with ten physicians, BMS rolled out Phytel’s automated population health management solution to all of its clinics. The number of appointments made byestablishedpatientsimmediatelyjumpedbyabout400amonth, and it is still picking up 150-250 appointments a month. By closing care gaps, BMS has demonstrated how technology can cost-effectively help physicians identify noncompliant patients and track them. BMS has improved patient outcomes, set the foundation to build a medical home, and shown meaningfuluseofitsEHRtoqualifyforgovernmentfinancialincentives.

Upon completing this session, the participants will be able to: 1. Understand the importance of effective care coordination in

improving patient compliance and outcomes.2. Identify gaps in patient care against evidence-based

guidelines and how it relates to MU.3. Gain best practices on leveraging an EMR and patient

outreach technology to achieve key aspects of population health management and PCMH.

Presenter(s): JayWolvovsky,MD,Chief Executive Officer, Baltimore Medical System, Baltimore, MD Karen Handmaker, Director of Population Health Management, Phytel, Dallas, TX

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Tuesday, November 15, 2011, continued

ITuD3 Melrose Meeting Room 3-4FQHC Medicare Billing 2011 UpdateLevel: Intermediate Track: Finance Target Audience: Administrators, S/RPCA Directors, Finance Directors

HasanyoneheardofthechangesrequiredinsubmittingMedicareclaimsbyFQHCs?Startingin2011Medicarebillingchanges are aplenty and navigating the byzantine rule set can be frustrating. From coding and encounter rate updates to changing claims submission data, administrators might feel the pinch if notpreparedforFQHCMedicarein2011.Medicareisafastgrowing payor for organizations nationally and health centers are seeing this increase as well. Attendees will understand why the changes are taking place currently, what they mean financially, and identify a plan of attack to ensure readiness. Presenters will also discuss the new revisions concerning encounter rate rules and some options for billing. Lastly, this session will include a short explanation of how the growth of Medicare Advantage affects organizations nationally and what options exist for reimbursement from these plans.

Upon completing this session, the participants will be able to: 1. UnderstandthechangestoFQHCbillingandreimbursement

for all 2011 dates of service.2. Explain how Medicare claims need to be modified to ensure

proper reimbursement and reasons necessitating this change.3. DescribeaffectsonFQHCreimbursementfromMedicare

and Medicare Advantage plans in 2011 and any changes to FQHCencounterratepolicies.

Presenter(s): RaymondT.Jorgensen,CPC,CHBME,President, Priority Management Group, Inc., Pawtucket, RI RobertSkeffington,CHBME,Partner and Co-Founder, Priority Management Group, Inc., Pawtucket, RI

ITuE3 Wilshire BallroomVirtual Desktops and Servers: Demystifying Virtualization for Community Health CentersLevel: Intermediate Track: HIT Target Audience: Administrators

Virtualization is one of the biggest trends in information technology today. Virtualization promises to reduce costs and complexity in IT operations, but understanding the various types of virtualization and the offerings from vendors can be confusing and intimidating. This workshop will review the various types and offerings and provide a more simplified understanding of these offerings. Presenters will use real world examples of virtualization currently in use in production environments. Speakers will cover the lessons learned from just getting your feet wet in virtualization to a fully virtualized infrastructure. In addition they will offer best practices and suggestions for moving forward. This workshop is for anyone that is considering taking the leap to virtualization or those that are currently running virtualized servers.

Upon completing this session, the participants will be able to: 1. Select the best virtualization product for their virtualization

projects and be knowledgeable about the various virtualization types.

2. Identify cost savings that can be achieved through deploying virtualization through the organization.

3. Discuss best practices for virtualization to be effective within an organization.

Presenter(s): JustinPalmquist,Network Administrator, Horizon Health Care, Inc., Howard, SD ScottWeatherill,Chief Informational Officer, Horizon Health Care, Inc., Howard, SD JasonGump,Director, Information Technology, NACHC, Bethesda, MD

THIS CONFERENCE IS PAPER-LIGHT

NACHC is committed to creating a paper-light business environment. We view this as a commitment

to environmental stewardship and in building a more productive and efficient workplace. A key step

in this process is reducing the amount of paper generated for use at our conferences and trainings. In

taking such steps we work smarter for our members.

At this conference, program materials and supplemental resources will be accessible, both before and

during this event, via the NACHCLiveLEARNING Center at www.nachcLiveLEARNING.com. This site

will remain active in the months following the conference and will be regularly updated with additional

information and news as it pertains to program topics.

2011 Financial, Operations Management / Information Technology Conference 31

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The National Association

of Community Health

Centers

Would Like to Thank

the 2011 FOM/IT

Conference Sponsors

for Their Support:

32 2011 Financial, Operations Management / Information Technology Conference

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Wednesday, November 16, 2011

8:30am – 10:00amEDUCATION SESSIONS

IWA1 Celebrity Ballroom 1Medicaid Managed Care Toolbox: Information Needed to Negotiate Effectively with Managed Care OrganizationsLevel: Intermediate Track: Finance Target Audience: Administrators, Finance Directors, Medical Directors

Health reform will result in a dramatic expansion of Medicaid managed care in many states. Medicaid enrollment nationwide isprojectedtoincreaseby16to23millionin2014,andmanagedcareorganizations(MCOs)willrecruithealthcentersto cover key primary care needs as the MCOs compete to participateintheexpandedprogram.Thissessionwillequipparticipants with the basic knowledge needed to negotiate effectively with Medicaid MCOs in this environment. The basics of state managed care procurement, including the competitive and non-competitive procurement models, solvency requirementsforMCOs,thecomponentsofcomprehensiverisk contracts, and actuarially sound MCO capitation payments will be covered. Presenters will provide an overview of MCO provider selection, credentialing, and network standards under Medicaid, as well as limits on MCO marketing to potential members.Discussionwillemphasizeconcernsuniquetohealth centers in managed care contracting, such as negotiating with the MCO for fair payment in states where the Medicaid FQHCwraparoundpaymentisbundledintothestate’sMCOcapitation rate. Highlights will also include recent litigation by beneficiaries, providers, and MCOs challenging state Medicaid managed care policies.

Upon completing this session, the participants will be able to: 1. DescribethefederalrequirementsgoverningstateMedicaid

managed care procurements.2. ExplainhowfederalMedicaidrequirementsaffectMCOs’

provider contracting.3. Identifyconcernsuniquetohealthcentersinensuringfair

treatment in Medicaid managed care.

Presenter(s): Adam Falk, JD, Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC EdwardT.Waters,JD,Managing Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC

IWB1 Celebrity Ballroom 2Using Information Technology to Support the Accountable Care/PCMH ModelLevel: Intermediate Track: HIT Target Audience: Administrators, S/RPCA Directors, Finance Directors, Medical Directors

Whethertheyarecalledaccountablecareorganizations(ACOs)or not, the U.S. health care system is still clearly moving towards amodelofaccountablecare.Payingforoutcomes–eitherqualityand/orcostversusquantity,providerswillberequiredtobettermanagetheirpatients–especiallythosewithchronicconditions. In the health center environment, this highlights theneedforaPatient-CenteredMedicalHome(PCMH)model–oneinwhichpatientsareengagedandmanagedoverthecarecontinuum versus an episodic basis. In the future CHCs may not be paid based on the number of visits, but instead will be rewardedforkeepingtheirpatientshealthy–andpotentiallypenalized if they do not. In order to ensure that patients are engaged, that information will flow through the health care value chain from provider to provider, and that providers and health centers have access to the information necessary to make the rightdecisions–clinical,financial,andoperationaldecisions–willrequireITproductsandsupport.ThissessionwillexamineIT’s role in accountable care from two primary perspectives –patientengagementandanalytics.HowcanITbeusedtoengage patients, to involve them in their care, and to support the goals of the PCMH model? And how can the data that is needed to succeed in the accountable care/PCMH model be collected, monitored on a regular basis, and transformed into information and knowledge that will support the operational and strategic needs of health centers?

Upon completing this session, the participants will be able to: 1. Understand the importance of IT in successful participation

under accountable care guidelines.2. Understand how IT can be used to engage patients and

foster the goals of the PCMH model.3. Recognize the need for data and information to support

analytics that will guide a health center’s decision making.

Presenter(s): MatthewGrob,CPHIMS,FHIMSS, Solution Partner, EMC Corporation, New York, NY Curtis Degenfelder, Consultant, Degenfelder Health Care, Los Angeles, CA

2011 Financial, Operations Management / Information Technology Conference 33

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Wednesday, November 16, 2011, continued

IWC1 Celebrity Ballroom 3 Maximizing Hospital Community Benefit by CHCs, HCCNs, and PCAsLevel: Basic Track: Operations Target Audience: All

Hospitals must offer community benefit. CHCs, HCCNs, and PCAs can create strategic partnerships with hospitals to increaseaccesstospecialtycare,improvequality,enhanceclinical outcomes in chronic disease, and build a stronger safety net system. This workshop explores a case study of how one hospital/HMO system worked with California clinics, networks and PCAs to share system expertise, create and expand systems of care, share clinical expertise, and build a strong community relationship. From building a new clinic to creating a program to address cardio vascular disease and diabetes, Kaiser Permanente and the California clinics throughout the state’s 15 networks, the State Family Planning Title X Agency, and California Primary Care Association have developed a national model that is based on multi-directional sharing of expertise, training, technical assistance, volunteerism, and funding. The model is supported by a statewide five-year work plan to guide the efforts. Core elements of the plan may be replicated in any community. With partnerships being a key element of health care reform, this is a major step in the direction of creating a seamless, statewide community system of care.

Upon completing this session, the participants will be able to: 1. Understand how hospital community benefit programs may

be used to expand and maximize CHC services.2. Understand core concepts critical to creating a successful

partnership with a non-profit HMO/hospital/physician foundation system.

3. Understand how clinical protocol sharing can advance the health and well-being of CHC patients.

Presenter(s): Lucette DeCorde, Group Leader, Safety Net and Contributions, Community Benefit Programs, Northern California Region, Kaiser Permanente, Oakland, CA JohnGressman,MSW,President and CEO, San Francisco Community Clinic Consortium, San Francisco, CA

IWD1 Melrose Meeting Room 3-4The Basics of FQHC Medicare Cost ReportingLevel: Intermediate Track: Finance Target Audience: Administrators, S/RPCA Directors, Finance Directors

This session will provide an overview of the Medicare reimbursementprocessforFederallyQualifiedHealthCenters(FQHCs).AnoverviewoftheMedicareFQHCcostreportwillbe presented, including discussion of the interrelationship of the Medicare cost report with a health center’s obligation to enhance

revenuesinaccordancewithrequirementsofBureauofPrimaryHealthCarePolicyInformationNotice(PIN)98-23.Inaddition,this session will cover Medicare-covered and other services outsideofthescopeofMedicareFQHCservices,andthecostreporting treatment of such services.

Upon completing this session, the participants will be able to: 1. Identify the services included within the scope of Medicare

FQHCcost-basedreimbursement.2. UnderstandtheimportanceoftheMedicareFQHCcost

report within the context of health center Medicare reimbursements.

3. Understand some of the most common problems associated with accurate completion and submission of the Medicare FQHCcostreport.

Moderator: GerveanWilliams,Director, Financial Management Assistance Services, NACHC, Bethesda, MD

Presenter(s): JeffAllen,CPA, Partner, BKD, LLP, Springfield, MO MichaelSchnake,CPA,Partner, BKD, LLP, Springfield, MO

IWE1 Wilshire BallroomRethinking the Role of Social Media in FQHCsLevel: Basic Track: HIT Target Audience: All

Social media can be an effective way of entering into conversations and getting the story out about your health center. There are many opportunities to learn about various social media tools. Yet there are other aspects that need consideration. What is the goal of a social media effort? Who is the intended audience? What is the underlying narrative that pulls the whole story or conversation together? What issues and concerns need to be addressed? This panel will explore tactics to address these issues and achieve successful social media efforts within community health centers.

Upon completing this session, the participants will be able to: 1. Establish clear objectives for a social media effort.2. Align the social media effort with the desired audience.3. Create a consistent master narrative crafted to the goals and

audience of a social media effort.

Presenter(s): PedroToledo,Director of Community and Government Relations, Redwood Community Health Coalition, Petaluma, CA Aldon Hynes, Social Media Manager, Community Health Center, Inc., Middletown, CT Grace-SoniaMelanio, Communications and Health Policy Specialist, Community Health Partnership, Santa Clara, CA Micah Clemens, Assistant Director, Communications, NACHC, Bethesda, MD

34 2011 Financial, Operations Management / Information Technology Conference

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10:30am – 12:00pmEDUCATION SESSIONS

IWA2 Celebrity Ballroom 1I’m Your Employer, Not Your Mother! Enlightened Perspective on Managing Non-Performing StaffLevel: Advanced Track: Operations Target Audience: Administrators, S/RPCA Directors, Finance Directors, Medical Directors

Mismanagement of underperforming employees leads to significant losses in productivity, negative morale, and not to mention the potential for nasty and expensive litigation. We would like to encourage you to consider our more enlightened perspective and direction on the concept of employee discipline — band the management of non-performing members of your team. We’ll cover topics including: managing issues of skill versus will; critical steps to effectively managing unsuccessful employees; and meaningful documentation.

Upon completing this session, the participants will be able to: 1. Understand the basics of a review of the employment

relationship, including relevant laws, pitfalls, and minefields.

2. Diagnose and treat performance issues more appropriately than performance problems.

3. Create meaningful documentation associated with job performance matters.

Presenter(s): Michael Tracy, MBA, Managing Principal, OMNI Employment Management Services, LLC, Overland Park, KS

IWB2 Celebrity Ballroom 2Corporate Compliance: Key Lessons from Health ReformLevel: Intermediate Track: Operations Target Audience: All

As budgetary pressures at both the state and federal levels force policymakers to identify cuts in health care spending, they will increasingly look to overpayment recoupment and penalties from providers to finance the Medicare and Medicaid programs. To this end, the Patient Protection and Affordable Care Act funded new fraud and abuse enforcement activities, expanded the range of activities that constitute false claims, increased financial penalties, and established mandatory compliance programs as a condition of enrollment for all providers in Medicare, Medicaid, and CHIP. In this environment, implementing an effective corporate compliance program that prioritizes the highest risks for health centers will be essential to safeguarding health center assets and minimizing financial liabilities.

Wednesday, November 16, 2011, continued

Upon completing this session, the participants will be able to: 1. Describe trends in fraud and abuse enforcement activities.2. Recognize the highest compliance risks for CHCs.3. Identify activities to improve health center compliance

programs.

Presenter(s): Adam Falk, JD, Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC Jacqueline C. Leifer, JD, Senior Partner, Feldesman Tucker Leifer Fidell LLP, Washington, DC

IWC2 Celebrity Ballroom 3Building Your CHC’s Project Management Capability: Developing the Ability to Lead ChangeLevel: Intermediate Track: Operations Target Audience: All

Health care delivery is undergoing many changes, which presents new challenges to health center leaders. Accomplishing these transformations increases the duties and stress for management and staff. While the breadth of reform is unprecedented, the management strategies for leading change are proven. Health centers can use the discipline of project management to organize health care reform efforts. How important is project management to any specific community healthcenter(CHC)?Whoshouldleadtheefforttoimproveproject management, and how many health center leaders need to be involved? The answers depend upon several variables, including the size of the health center, the number of projects being pursued, and the strategic importance of projects. All CHCs will benefit from some project management capability, but some need much more capability than others. For example, one health center will find it sufficient to develop project management skills in one member of the leadership team, while another health center might need a team of project managers and formal project initiation and oversight procedures. This presentation will assist participants in determining an appropriate level of commitment to improving project management. This workshop will begin with an overview of critical project management capabilities, and then lead participants through a self-assessment to help them identify the practical scope of project management within their organization.

Upon completing this session, the participants will be able to: 1. Distinguish between the management capabilities needed

for overseeing operations and projects.2. Assess the degree that project management is a strategic

competency within the leadership team.3. Apply a framework to assess their existing project

management capabilities.

Presenter(s): EricVerzuh,President, The Versatile Company, Seattle, WA

2011 Financial, Operations Management / Information Technology Conference 35

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IWD2 Melrose Meeting Room 3-4Complicated FQHC Encounters and How to Bill Level: Intermediate Track: Finance Target Audience: Administrators, Finance Directors, Clinicians, Medical Directors

FQHCbillingischallengingwithmedical,behavioral,anddental programs coupled with cost-based reimbursement and sliding fee scales. Add into the mix patient encounters which are complicated and staff members, from clinicians to billing staff, unsure of the proper way to bill for these visits. In addition, if the encounter was billed, was it paid appropriately? Participants in this course will learn the proper way to code and bill for encounters such as preventative and sick visits on the same date of service, modifier usage, Medicare and Medicaid rules for secondaries, what is included in the encounter rate, and what if anything can be billed separately. These are but a few of the issues to be discussed in this session.

Upon completing this session, the participants will be able to: 1. Discuss various complicated encounter scenarios and

procedures for billing.2. Understand payor rules for coding and modifier usage.3. Understand implications of denials throughout the health

center.

Presenter(s): RobertSkeffington,CHBME,Partner and Co-Founder, Priority Management Group, Inc., Pawtucket, RI

IWE2 Wilshire BallroomThe Path Forward: How to Plan Now for Meaningful Use Stages 2 and 3Level: Intermediate Track: HIT Target Audience: All

The Centers for Medicare and Medicaid Services has released a draft of Meaningful Use Stage 2 measures, along with suggested potential Stage 3 measures. Most health centers are focused on initial implementation and preparing to meet Stage 1 measures, since the Medicaid program allows for access to incentivepaymentsforyearonesimplybyacquiringaccessto the software. However it is important to contemplate later requirements,asthisshouldinformearlyimplementationstrategies and planning. In this session, presenters will review Stage 1 and draft Stage 2/3 measures, highlighting theprogressionofrequirementsandassociatedfunctionality.Emphasis will be on those aspects of meaningful use measures that have more immediate implications in planning investments or strategies for implementation, as well as those which have implications for service delivery design. Implications will be discussed not only for clinicians, but for finance staff as well as patients. Key challenges, as well as suggested strategies, will be outlined leading to a facilitated discussion among the audience at the end of the formal presentation.

Upon completing this session, the participants will be able to: 1. Describe the most significant aspects of proposed Stage

2 and 3 MU measures for CHCs and primary care practitioners.

2. RelatemeasurestorequiredaspectsofHITfunctionalityanduse.

3. Identify challenges and strategies to be considered in short-term and long-term planning.

Presenter(s): Timothy Long, MD, Chief Medical Officer, Alliance of Chicago Community Health Services, Chicago, IL Andrew Hamilton, Director of Operations and Clinical Information, Alliance of Chicago Community Health Services, LLC, Chicago, IL Fred Rachman, MD, Chief Executive Officer, Alliance of Chicago Community Health Services, Chicago, IL

Wednesday, November 16, 2011, continued

36 2011 Financial, Operations Management / Information Technology Conference

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MARCH 21-25, 2012

NACHC 2012 POLICY ISSUES F O R U M

&

Marriott Wardman Park • Washington DC

NACHC_P&I2012_proof2.indd 1 2/23/2011 10:22:31 PM

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Key to Moderators and PresentersAdu, Falayi — ITuA3 Allen, Jeff — ITuD2, IWD1 Anderson, Frank — ITuE2 Avazpour, Cynthia — ITuB1

Barch, Michael — ITuB1 Brown, Carolyn L. — IMC2

Case, Jeff — IMD2 Clemens, Micah — IWE1 Cucchiara, Peter — IME3

DeCorde, Lucette - IWC1 Degenfelder, Curtis — IMA2, IMD3, ITuA2, IWB1 Duperval-Brownlee, Tamarah — IMC3

Esper, Denise — IMC3

Falk, Adam — ITuD1, IWA1, IWB2 Fendel, Tamar — ITuE2 Flint, Dennis — ITuE1

Gonzalez, Mario — ITuC1 Gressman, John — IWC1 Grob, Matthew — IWB1 Gump, Jason — ITuE3

Hamilton, Andrew — IWE2 Handmaker, Karen — ITuC3 Harris, Yael — ITuC2 Hartzband, David — ITuE1 Hatches, Barrett — IMB2 Holton , Michael — IMD3 Hunt, Ginger — ITuE1 Hynes, Aldon — IWE1

Johnson, Larry — IMA1, IMA3, ITuA1 Johnson, Meagan — ITuA1 Jorgensen, Raymond T. — ITuD3

Laws, Margaret — ITuE2 Leifer,JacquelineC.—IWB2

Lin, Alvin — IME2 Long, Timothy — IWE2 Lowrance, Jeff — IMC2

Mathews, Christopher — IMB3 Melanio, Grace-Sonia — IWE1 Mostashari, Farzad — IMA1 Muccio, Amelia — ITuC1

Nair, Suma — ITuC2 Nash, Troy L. — ITuB2

Palmquist,Justin—ITuE3 Principe, Andrew — IME2

Rachman, Fred — IWE2 Reece, Pam — IMC2

Schnake, Michael — ITuD2, IWD1 Silva, Brian — IME3 Skapinsky, Tony — ITuA3 Skeffington, Robert — ITuD3, IWD2 Slater, Keith — IMC2 Stern, Hal — ITuB1

Tatro, David — ITuB1 Toledo, Pedro — IWE1 Tracy, Michael — IWA2

Vaccaro, Nina L. — ITuE2 Verzuh, Eric — IWC2

Waters, Edward T. — ITuD1, IWA1 Weatherill, Scott — ITuE3 Williams, Gervean — IMD2, IWD1 Williams, Marnie — ITuB3 Wilson, Susan — IME2 Wolvovsky, Jay — ITuC3

Ziemer, Matthew J. — ITuC1

38 2011 Financial, Operations Management / Information Technology Conference

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NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS, INC.

COMMONLY USED ACRONYMS IN THE HEALTH CENTER INDUSTRY AAAHC Accreditation Association for Ambulatory Health

CareAAFP American Academy of Family PhysiciansACO Accountable Care OrganizationACOG American College of Obstetricians and

GynecologistsACSW Academy of Certified Social WorkersADA Americans with Disabilities ActAHEC Area Health Education CenterAHIP America's Health Insurance PlansAHRQ Agency for Healthcare Research and QualityAMA American Medical AssociationAPHA American Public Health AssociationARRA American Reinvestment and Recovery ActBHPr Bureau of Health ProfessionalsBPHC Bureau of Primary Health CareCDC Centers for Disease Control and PreventionCEEP Community Health Center Capital Enhancement

and Equipment ProgramCFR Code of Federal RegulationsCHC Community Health CenterCHIP Children's Health Insurance ProgramCMS Centers for Medicare & Medicaid ServicesCQI Continuous Quality ImprovementDCMH Division of Community and Migrant HealthDHHS Department of Health and Human ServicesDMD Doctor of Dental MedicineDO Doctor of OsteopathyDSH Disproportionate Share HospitalEHR Electronic Health RecordEMC Expanded Medical CapacityEMR Electronic Medical Record EPSDT Early and Periodic Screening, Diagnosis, and

TreatmentFLSA Fair Labor Standards ActFPL Federal Poverty LevelFQHC Federally Qualified Health CenterFTCA Federal Tort Claims ActGME Graduate Medical EducationGPO Group Purchasing OrganizationHDC Health Disparities CollaborativeHHS Health and Human ServicesHIPAA Health Insurance Portability and Accountability ActHIE Health Information ExchangeHIT Health Informative TechnologyHMO Health Maintenance Organization

HPSA Health Professions Shortage AreaHRSA Health Resources Services AdministrationIDS Integrated Delivery Service IHI Institute for Healthcare ImprovementISDI Integrated Service Delivery InitiativeMCH Maternal and Child HealthMCO Managed Care OrganizationMGMA Medical Group Management AssociationMH/SA Mental Health/Substance AbuseMHC Migrant Health CenterMCO Managed Care OrganizationMSO Management Service OrganizationMU Meaningful UseMUA Medically Underserved AreaMUP Medically Underserved PopulationNAP New Access PointNCQA National Committee for Quality AssuranceNAPH National Association of Public Hospitals and Health

SystemsNHSC National Health Service CorpsNIH National Institutes of HealthNIMH National Institute of Mental HealthNP Nurse PractionerOIG Office of Inspector GeneralOMB Officer of Management and BudgetOPA Office of Pharmacy AffairsPCMH Patient-Centered Medical HomePA Physician AssistantPBRN Practice-Based Research Network PACE Program of All-Inclusive Care for the ElderlyPCA Primary Care AssociationPCER Primary Care Effectiveness ReviewPCO Primary Care OfficePCMH Patient Centered Medical HomePDPA Prescription Drug Purchase Assistance ProgramPEERS Patient Experience Evaluation Report SystemPHARMD Doctor of PharmacyPHS Public Health ServicePPS Prospective Payment SystemPSO Provider Sponsored OrganizationQA Quality AssuranceRHC Rural Health ClinicTANF Temporary Assistance to Needy FamiliesUDS Uniform Data SystemWIC Women, Infants, and Children Program

2011 Financial, Operations Management / Information Technology Conference 39

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Upcoming NACHC Conferences and TrainingsMARK YOUR CALENDARS!

DATES CONFERENCE/TRAINING HOTEL CITY

March 21-25, 2012 Policy & Issues Forum Marriott Wardman Park Washington, DC

May 9-11, 2012 National Farmworker Health Conference Westin Tabor Center Denver, CO

September 7-11, 2012 Community Health Institute (CHI) & EXPO Peabody Orlando Orlando, FL

October 29-31, 2012 S/RPCA Conference Doubletree Guest Suites Charleston, SC

November 12-14, 2012 Financial, Operations Management / Information Technology (FOM/IT) Conference

Caesars Palace Las Vegas, NV

March 20-23, 2013 Policy & Issues Forum Marriott Wardman Park Washington, DC

August 23-27, 2013 Community Health Institute (CHI) & EXPO Hyatt Regency Chicago Chicago, IL

November 12-14, 2013 Financial, Operations Management / Information Technology (FOM/IT) Conference

Caesars Palace Las Vegas, NV

March 19-23, 2014 Policy & Issues Forum Marriott Wardman Park Washington, DC

August 22-26, 2014 Community Health Institute (CHI) & EXPO Manchester Grand Hyatt San Diego San Diego, CA

November 12-14, 2014 Financial, Operations Management / Information Technology (FOM/IT) Conference

Planet Hollywood Hotel Las Vegas, NV

March 18-22, 2015 Policy & Issues Forum Marriott Wardman Park Washington, DC

March 16-19, 2016 Policy & Issues Forum Marriott Wardman Park Washington, DC

To register for these and future trainings, visit us at www.nachc.com/trainings OR http://meetings.nachc.com.

For additional information on NACHC Training, contact Sherry Giles at [email protected] or Narine Hovnanian at [email protected].

The National Association of Community Health Centers (NACHC) offers a wide variety of online and regional education trainings that encompass all facets of health center operations. Whether you need a refresher or are just starting out in a health center, NACHC offers trainings that will help you become more effective. Below is a partial list of upcoming trainings and conferences provided by NACHC.

40 2011 Financial, Operations Management / Information Technology Conference

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