HEALTH beat - HFMA Region 8Administrator for Health Policy, Nebraska Department of Insurance o Laura Arp J.D. Nebraska Department of Insurance Description: Discussion of recent developments

CURRENT ISSUES FOR HEALTHCARE FINANCIAL MANAGERS October 2019

HEALTHbeat

IN THIS ISSUE Presidents Message ................... 2 Fall HFMA Conference ............... 3 Sponsor Spotlight ...................... 7 NE HFMA Board Meeting ........... 9 NE HFMA Financials ................ 18 NE HFMA Awards Photos ........ 24 Region 8 Update ....................... 32 Upcoming Education Events..... 35 Sponsors ................................... 35

Did you know the Chapter has a new website? Nebraska has joined the other chapters of the region in migrating their web presence to the Region 8 website. Each chapter now has a sub-site that rests under the Region 8 main site. This helps to reduce much of the duplication of information that was formerly found on each chapter’s individual site and establish a more centralized location for staying connected with the region. Our new address is https://hfmaregion8.org/nebraska/. Go take a look! I think you’ll find a modernized appearance that is welcoming, easy to navigate and provides valuable information on education, volunteerism, sponsorship and more. One of the nicer features is the integration with our event management software, CVENT. Each planned event automatically syncs to our site, and updates as information is added throughout the year. Other positive changes include more prominent placement for our generous sponsors, a countdown until our next educational event and a renovated listing of chapter leaders. Be sure to check the website frequently in the coming weeks, as there will be more to come as we make additions and tweaks to our new platform. In the meantime, please navigate the site and give us your feedback. We want to make this a resource that benefits membership and gives us all a central location for information and connection. See you out there! Kyle Teel, Communications Chair

OCTOBER | 2019 2

The kids heading back to school is a great reminder that the HFMA Fall Conference is just around the corner. This year the Conference, which is held in partnership with the Nebraska Hospital Association, will be a week earlier, October 16th thru 18th at the La Vista Conference Center. On Wednesday, we are honored to have HFMA CEO Joe Fifer presenting HFMA Update: Strategies for Success in Today’s Marketplace. Again, this year we will share the three NHA keynote speakers. Great sessions are planned including:

An update on HFMA’s new digital platform Latest Developments in Medical Provider Enrollment Revenue Cycle Impact of Disruption An Overview of the Legal Process of Medical Debt Recovery The AHA Update from the Washington Beltway

And, after gathering all this information, you will enjoy a break at the Chapter Social Thursday evening at Ozzy’s Roadhouse. The new membership structure offers exciting benefits to each of us. The cost for obtaining certifications is now a part of our dues. This is a great time to become a CHFP, CRCR, CSAF, CSBI, CSMC, CSPPM or CICA. Check out Certifications under the Career Development tab at hfma.org to find out what all those initials mean. Most certainly there is one that will pique your interest. Our National Chair, Mike Allen, selected “Dare You 2 Move” as this year’s theme. It’s a great time for all of us to get moving. This past year, the Chapter had very successful programs in Western NE because HFMA members at Sidney Regional Medical Center stepped up with logistics. They moved us over the hump and now we know how to make it work. This is a great time to move to a committee. Volunteering creates the best networking opportunities and new thoughts move us past the same old ways. The annual HFMA Membership Survey will also be coming soon. The survey will arrive via email the first part of October. It is created and distributed by National HFMA and is sent to all HFMA members. It is not provided to your chapter leaders; National HFMA wants to take the real pulse of the chapter. Accordingly, the survey provides an opportunity for chapter leaders to hear feedback on what is working well and what areas we can work on to better meet your needs as a member of HFMA. The feedback we receive from our members is very important and assists us in planning and strategizing for the future. As President of the chapter, I can assure you that the Board of Directors and Officers take the results very seriously. When you receive the survey, we ask for your assistance with a favorable response. Our chapter’s goal is to receive “Very satisfied” and “Extremely satisfied” ratings. These ratings reflect how we want our members to feel about the chapter. Your response is very important, and if you intend to report a less than favorable response, our chapter leadership would like to hear from you directly to address your concerns. Please contact me directly with any concerns at [email protected] or 308/539-6649. Please be assured this will continue to be an anonymous survey and no chapter leader will have access to your individual responses. It is a great honor to serve as your Chapter President and I look forward to working with you to implement new opportunities that will present this year. I’m excited to hear your thoughts on the development of the chapter. Please feel free to contact me at any time at [email protected]. Louise Hoffmann President, Nebraska Chapter

P res ident ' s Message

2019-2020 Nebraska HFMA Chapter Officers

PRESIDENT Louise Hoffmann

PRESIDENT ELECT

Sean Wolfe

VICE PRESIDENT Shelly Soupir

SECRETARY Jess Paisley

TREASURER Zach Buxton

BOARD OF DIRECTORS Andrew Kloeckner

Mike Feagler Kyle Teel

Kayla Rhynalds Abby Cyboron Tami Sorensen

Vanessa Schmidt

HEALTHbeat Editors Vanessa Schmidt

Brad Pieper

Louise Hoffmann President,

Nebraska Chapter

OCTOBER | 2019 3

Fall HFMA Conference October 16-18, 2019 LaVista Convention Center Outlined below are the breakout sessions specific to HFMA sessions. Wednesday October 16th: 10:15-11:15am

Title: The New HFMA Digital Experience Speaker: Chuck Alsdurf Macc, MBA, CPA Director, Healthcare Finance Policy, Operational Initiatives HFMA Description: An update on HFMA’s new digital platform, thought leadership work and other ongoing initiatives.

11:15-12:15pm Title: HFMA Update: Strategies for Success in Today’s Marketplace Speaker: Joseph J. Fifer, FHFMA, CPA, President and CEO, HFMA Description: As the nation’s healthcare transformation continues, all stakeholders are being challenged to go

beyond their traditional roles. In this presentation, HFMA President and CEO Joe Fifer will discuss the implications of HFMA’s key strategic initiatives, share highlights of our newest research findings, and offer guidance for success in a rapidly changing environment.

After this session, attendees will be able to: Identify key strategic issues in healthcare finance Describe the evolving roles of major healthcare stakeholders Discuss implications of current trends for finance leaders

1:30-3:00pm

Title: Latest Developments in Medicare Provider Enrollment Speakers: Dennis K Grindle, CPA Healthcare Consulting Partner, Seim Johnson, LLP and

Gretchin S. Heckenlively, CPA, FHFMA Healthcare Consulting Partner, Seim Johnson, LLP Description: This presentation will cover the latest developments in Medicare Provider Enrollment impacting all

provider and supplier types, including, but not limited to, hospitals, critical access hospitals, nursing homes, home health, hospice, physician practices, etc. in order to maintain compliance with Medicare enrollment requirements.

Course Objectives: o Overview of PPS hospital claim edits related to certain hospital outpatient department services o Review new written guidance on CMS Enforcement of co-location/sharing of hospital space o MedPac’s recommendation regarding elimination of “incident to” billing for PAs and NPs o Evaluate impact of re-implemented CMS deactivation policy for 12 months of non-consecutive billing o Discuss compliance obstacles for free-standing clinics accepting outside referrals for diagnostic imaging o Explain changes to CMS policy regarding reactivations of Medicare enrollments due to missed

revalidations o Understand revisions to completion of paper applications coming in late 2019

o Review changes to receipt date of applications recognized by the MACs and signature requirements

impacting effective dates o Provide update on the status of PECOS redesign (PECOS 2.0)

3:15-4:00 pm Title: Medical Malpractice Risk Management Speaker: Travis Tettenborn Description: The anatomy of a medical malpractice lawsuit, best practices, and key considerations, including

how to protect yourself in general and how to respond to med-mal allegations when they occur.

OCTOBER | 2019 4

4:00-5:00 pm Title: PlaySmart Nebraska: Non-Profit Building Leaders Across the Middle Schools in Nebraska Speakers:

Derek Leathers, CEO & Dawn Zumbrennen, director Description:

o The Leadership Academy fulfills a niche in the community by helping develop underprivileged adolescents to be leaders and contributing members of their schools and communities. PLAYSMART serves students from middle schools covering five different counties (Otoe, Cass, Saunders, Douglas, and Sarpy Counties) in Nebraska and partners with nonprofit organizations such as Abide, Nothing-But-Net, and Partners 4 Learning.

o Our goal is to bring together adolescents throughout Omaha and the greater community to help them grow as leaders. We want to expose them to peers in different communities, cultures and socioeconomic backgrounds as well as increase awareness on the unique characteristics found within each community. Socioeconomic disparities often come with limited access to quality academic programming. PLAYSMART works to “level the playing field” by offering opportunities and programs that foster positive youth development.

Thursday October 17th: 10:15-12:00 pm

Title: Revenue Cycle Impact of Disruption. Learn about the many "Faces" of disruption-from a patient, provider, payer

and national impact. Speaker: Day Egusquiza, Founder and President Description: This operational focused class will highlight the multiple areas of disruption that will impact the

patient, the provider, the payer and the community. New delivery systems, changes in payer authorizations, patients caught in the middle of ‘what does all this value, AI, population health, mean” plus how to be the leader in community outreach education. Learn how with resources too!

1:00-1:45pm Title: From the Hospital to the Courthouse: An Overview of the Legal Process of Medical Debt Recovery Speaker: John T. Rogers, Assistant General Counsel, Credit Management Services, Inc. Description: The legal process of medical debt recovery is often confusing and unfamiliar to people in the

medical profession. John T. Rogers, an attorney with Credit Management Services, Inc., will explain and answer questions about the details of recovering a medical debt from a legal prospective. Topics covered will include filing a lawsuit, obtaining a money judgment, collecting a money judgment and dealing with worker's compensation and bankruptcy issues. A special focus will be on dos, don'ts and decision points for hospitals and medical professionals in forwarding medical debt to an attorney or collection agency.

1:45-2:30pm Title: Midwest/Nebraska Medical Professional Liability Trends Speaker: John Marshall, Principal, Risk Management, SilverStone Group Description:

o Compare trends over the last 20 years for medical professional liability in the Midwest and Nebraska and what we can learn from them for the future

o Show financial results of the industry, and what emerging legal, technology and political risks are taking a toll on the pricing trends for insurance

o How has the employment of physicians at record levels by hospitals changed the medical/legal landscape?

o Compare specific financial results in Nebraska, Iowa and South Dakota and other select states for insurance carriers, an indicator of future pricing

o Discuss the financial performance and benefits of the Nebraska Liability Fund (I have served as an expert witness for them when the cap has been challenged)

o Tie all information together to predict future national trends and how they will impact Nebraska

OCTOBER | 2019 5

Friday October 18th: 8:30-9:30 am

Title: Update on Nebraska's Health Insurance Market

Speakers: o Martin Swanson, J.D.

Administrator for Health Policy, Nebraska Department of Insurance

o Laura Arp J.D. Nebraska Department of Insurance

Description: Discussion of recent developments in health insurance, including new market options, rates, external

review and legislative updates.

9:30-10:15am Title: Update from the Washington Beltway (AHA Update) Speaker: Jen Porter, Ed.D., MBA Regional Executive-Region 6, American Hospital Association Description: An advocacy update from Washington as well as an update to AHA initiatives

OCTOBER | 2019 6

OCTOBER | 2019 7

Gold Sponsor Spotlight Magnet Solutions Accelerated Receivables Solutions Founded in 1999, Magnet Solutions (MS) is a sister company to the well-established Accelerated Receivables Solutions (ARS). With ARS specializing in bad debt recovery, our specialty with Magnet Solutions is in healthcare receivables outsourcing. We offer customized solutions, designed specifically to meet the needs of your organization. Our Patient Account Representatives become an extension of your in-house accounts receivable department, acting on behalf of your medical facility or practice with the same integrity and professionalism you would expect from your own staff. We bring talent, expertise, and a proven track record for success to the accounts receivable marketplace.

Our Staff Customer service is paramount to the success of our clients and MS. Our representatives are trained to treat all patients/guarantors with the utmost respect and to provide them with a dignified experience while working to satisfy their bill. Our representatives are sensitive to the fact that some patients will require time to satisfy an outstanding balance; however, our representatives will always attempt to minimize that time required, and will work with a cooperative patient to achieve a mutually acceptable resolution. Our representatives have achieved or are currently pursuing certification as Certified Revenue Cycle Specialist - Institutional (CRCS-I) and or Certified Revenue Cycle Specialist - Professional (CRCS-P) through the American Association of Healthcare Administrative Management (AAHAM). The CRCS certification gives our team a greater understanding of the entire revenue cycle process which helps them in their communication with guarantors and debtors.

Services Early Out Self-Pay Recovery (Provided Through Magnet Solutions) Bad Debt Recovery (Provided Through ARS)

OCTOBER | 2019 8

OCTOBER | 2019 9

Healthcare Financial Management Association Nebraska Chapter Board Meeting Minutes

October 25, 2018 Board Members and Officers Present or Phoned in: Rebekah Mussman (Past President) Andy Kloeckner (President), Louise Hoffman (Vice President), Sean Wolfe (Vice President), Shelly Soupir (Secretary), Jess Paisley (Treasurer), Tami Sorenson (Director). Committee and other Members Present or Phoned In: Zach Buxton (Bylaws, Policy & Procedures, Membership); Kayla Rhynalds (Communication); Justin Hope, Travis Englund, Kyle Teel, Cindy Cherry, Bryce Betke. Board Members absent: Rick Rogers

I. Call to Order The meeting called to order 12:06 CST

II. Approval of Agenda Louise Hoffman motion to approve Sean wolfe Second Approved

III. Approval of Consent Agenda Andy Kloeckner Second approval motion passed Louise Hoffman motion Kayla Rhynalds second Approved

IV. Treasurer’s Report Jess Paisley presented the financial report asset total over 90K 12K net loss not reflecting debt that did not happen yet. Amortized cVent fees. Education:

o Call with National to ensure hours and networking events were being counted correctly. o 301 membership as of today. Need 32 members or retention of none renewals. o Target market goal is 21 at 15 will need 6. o New member growth should hit numbers, goal is 23 at 15 now should be on track for this.

V. CBSC/DCMS Reports No update in October

VI. Committee Reports Programming

o January 24th and 25th innovation meeting physicians’ practice and hospital collaboration. At Marriott in Lincoln Hay Market. Meeting well attended

o February 19-21st Angie Martin last boot camp ever Ramada Plaza at 72nd and Grover lower price point to keep cost reasonable.

o March 20-22nd in Omaha Sheraton Normal Spring meeting, induction of officers done by Kevin Brennan. o April cost report bootcamp to finish out the year o Successfully secure innovation funding, offset costs for the January meeting.

Sub goal utilize member facilities, were not able to do this as the facilities in Lincoln needed their meeting rooms.

o Successfully implementing CVent, everything is going well continue to monitor reports. Achieved all goals but using a member hospital.

o Feedback on cVent, overall good feedback only improvement how to push out the information about the social event.

o Feedback compared to other chapters is it has been rather seamless will get easier in the future as can use current templates and bio information for repeat speakers.

o May 22-23rd is the NHA/HFMA meeting in Kearney. Key note speaker will also be providing a 2nd session. Will determine if want to make this part of the HFMA agenda.

Program committee meetings has been scheduled. Shelly will attend the NHA education meeting to identify other sessions to consider.

o October 16-18th this is one week earlier than it has been in the past. Membership

o 310 members as of October 2019. o 60 members on the non-renewal about half have left the industry, retired, or have passed away o Mike F. asked for a copy of the CFO’s and said he can communicate with them as well. o When classified as retired dues are only $40 a year. Need to stress this to current retired members. o What is the value of the membership vs. a non-member. Access to education and communication for national.

More and more revenue cycle jobs that require HFMA certification in leu of professional degrees. o Methodist CFO stated did not see value of HFMA for CFO’s more for front line management.

(Continued)

OCTOBER | 2019 10

(Nebraska Chapter Board Meeting Minutes continued)

Zack will work on the following: No update Certification

o Justin prices changes for exams. Will be reviewing list to see how comparing with Peers. No longer a need for a class, focus on education versus retention.

o Buy first half if pass pay for second half. o Kayla completed certification

Sponsorship o Sponsorship committee working on contacting all current sponsors to ensure they are committed. o Need to update logo’s in newsletter and on website o Jill McClure has moved to a new job and is no longer in Healthcare space. Must resign from Board and

Committee will fill through January sometime. o Need to centralize where the sponsorship information is maintained. Louise is working with Jill to get this

organized and find ways to streamline. Time commitment for March meeting is 2-3 weeks of work. o For this year most of the sponsors will be renewed. Chris, Louise, Shelly, and Jill. Monica with North Platte

wants to get involved. Kurt from Rebekah’s facility could be a potential admin lead. Louise and Shelly will talk to Jaime Pope.

o Board position, Zack checked bi-laws Jill’s spot will be up for election in January or February. Board can appoint a temporary if needed.

Communication o Talked about constant contact and potentially from a national level. Kyle asked Chris if this was in the works. o Newsletter with new member spotlight has been a positive. Tami has a template from National send to each

new member requesting information. o Would like to use for future events, to push outside the email list we currently have.

Awards/Social o Social event took place at January meeting at HopCat. Discussed social event options for March meeting. o March 20-22nd meeting social event will be planned. Dayle will work to organize.

Generations o Jess Paisley – This is an area of focus need to determine how to keep relevant.

VII. Strategic Planning No update

VIII. Executive Committee Report No report

IX. 2018-19 Operational Goal Review X. Calendar Review XI. New Business

None at this time XII. Other Business

Meeting adjourned 1:06 PM CST January 25, 2019 Board Members: Mike Feagler, Jess Paisley, Shelly Soupir, Louise Hoffmann, Sean Wolfe, Jess Paisley, Richard Rogers, Kayla Rhynalds, Zachary Buxton, Tami Sorensen, Kyle Teel, Cindy Cherry, Bryce Betke, Travis Englund, Abbie Cyboron, Kim Hixson, Andy Kloeckner, Justin Hope, Dayle Harlow, Chris Vairo. Board Members and Officers Present or Phoned in: Rebekah Mussman (Past President) Andy Kloeckner (President), Louise Hoffman (Vice President), Sean Wolfe (Vice President), Shelly Soupir (Secretary), Jess Paisley (Treasurer), Tami Sorenson (Director), Rick Rogers. Committee and other Members Present or Phoned In: Zach Buxton (Bylaws, Policy & Procedures, Membership); Kayla Rhynalds (Communication); Justin Hope, Travis Englund, Kyle Teel, Cindy Cherry, Bryce Betke. Board Members absent: None. XIII. Call to Order

The meeting called to order 12:06 CST XIV. Approval of Agenda

Louise Hoffman motion to approve Sean Wolfe second Approved

(Continued)

OCTOBER | 2019 11

(Nebraska Chapter Board Meeting Minutes continued) XV. Approval of Consent Agenda

Andy Kloeckner second approval motion passed Louise motion Sean second Approved

XVI. Treasurer’s Report Jess Paisley presented the financial report asset total over 90K -12K reflect free and reduced registration Amortized cVent fees are included in registration cost on income statement Education:

o Call with National to ensure hours and networking events were being counted correctly o 301 membership as of today. Need 32 members or retention of none renewals o Target market goal is 21 at 15 will need 6 o New member growth should hit numbers, goal is 23 at 15 now should be on track for this

XVII. CBSC/DCMS Reports No update in January

o Nebraska received 100% in final year o Platinum o Gold for membership

Dashboard will have similar goals without % assigned. Should receive goals soon. New member growth sustaining member count, growth in target market segments. Make sure to code appropriately, Andy will monitor new members.

XVIII. Committee Reports Programming

o January 24th and 25th innovation meeting physicians’ practice and hospital collaboration. At Marriott in Lincoln Hay Market. Meeting well attended

o February 19-21st Angie Martin last boot camp ever Ramada Plaza at 72nd and Grover lower price point to keep cost reasonable.

o March 20-22nd in Omaha Sheraton Normal Spring meeting, induction of officers done by Kevin Brennan. o April cost report bootcamp to finish out the year o Successfully secure innovation funding offset costs for the January meeting.







o October 16-18th this is one week earlier than it has been in the past. Membership

o 310 members o 60 members on the non-renewal about half have left the industry, retired, or have passed away. o Mike F. asked for a copy of the CFO’s and said he can communicate with them as well. o When classified as retired dues are only $40 a year. Need to stress this to current retired members. o What is the value of the membership vs. a non-member. Access to education and communication for national.

More and more revenue cycle jobs that require HFMA certification in lieu of professional degrees. o Methodist CFO stated did not see value of HFMA for CFO’s more for front line management.

Zack will work on the following:

No update

Certification o Justin prices changes for exams. Will be reviewing list to see how comparing with Peers. No longer a need for

a class, focus on education versus retention. o Buy first half if pass pay for second half. o Kayla completed certification

(Continued)

OCTOBER | 2019 12


Sponsorship o Sponsorship committee working on contacting all current sponsors to ensure they are committed. o Need to update logo’s in newsletter and on website o Jill McClure has moved to a new job and is no longer in Healthcare space. Must resign from Board and

Committee will fill through January sometime. o Need to centralize where the sponsorship information is maintained. Louise is working with Jill to get this

organized and find ways to streamline. Time commitment for March meeting is 2-3 weeks of work. o For this year most of the sponsors will be renewed. Chris, Louise, Shelly, and Jill. Monica with North Platte

wants to get involved. Kurt from Rebekah’s facility could be a potential admin lead. Louise and Shelly will talk to Jaime Pope.

o Board position, Zack checked bi-laws Jill’s spot will be up for election in January or February. Board can appoint a temporary if needed.



Awards/Social o Social event took place at January meeting at HopCat. Discussed social event options for March meeting. o March 20-22nd meeting social event will be planned. Dayle will work to organize.

Generations o Jess Paisley – This is an area of focus need to determine how to keep relevant.

XIX. Strategic Planning No update

XX. Executive Committee Report No report

XXI. 2018-19 Operational Goal Review XXII. Calendar Review

April 3rd or 4th, 2019 o Strategic Planning meeting will be scheduled April 3rd or 4th depending on what works for the most to attend.

Mike is checking if the meeting room at NHA is available. March 1, 2019 Yerger award deadlines. This is much earlier than the past. Identify today what are the areas of focus. Potential Yergers:

o Policy and procedure update Louise o Potential to break out sponsorship from Policy and procedures o Treasurer, communication link to cVent. o Physicians/Hospital collaboration/Sean o Family involvement in networking – feedback was that the timing of the meeting did not allow for a lot of family

involvement. Way to revamp the focus For next year:

o New member marketing/Zack revamping when get new member emails. How are we able to measure? May need to move this to next year as would not have a way to measure response. Come up with goals this year to be able to measure for next year.

XXIII. New Business None at this time

XXIV. Other Business Updated plans in packet January nomination committee Rebekah will work with Louise to solidify what she wants for next year. Satisfaction survey is out. Certification policy redlines need to be approved

o Louis so moved o Zack second o All in favor so approved and adopted

January membership, intent is the target market. if you pay your membership fees potential attend January meeting for free and potentially one other meeting for free.

Andy will work with Sean to determine how to do free registrations in cVent. Determine after January meeting determine new incentive until March meeting. Tami and Zack will put together an idea

to create incentive. Meeting adjourned 1:03 PM CST

(Continued)

OCTOBER | 2019 13

(Nebraska Chapter Board Meeting Minutes continued) March 21, 2019 Board Members: Mike Feagler, Jess Paisley, Shelly Soupir, Louise Hoffmann, Sean Wolfe, Jess Paisley, Richard Rogers, Kayla Rhynalds, Zachary Buxton, Tami Sorensen, Kyle Teel, Cindy Cherry, Bryce Betke, Travis Englund, Abbie Cyboron, Kim Hixson, Andy Kloeckner, Justin Hope, Dayle Harlow, Chris Vairo, Rebekah Mussman, Vanessa. Board Members and Officers Present or Phoned in: Rebekah Mussman (Past President) Andy Kloeckner (President), Louise Hoffman (Vice President), Sean Wolfe (Vice President), Shelly Soupir (Secretary), Jess Paisley (Treasurer), Tami Sorenson (Director), Rick Rogers. Committee and other Members Present or Phoned In: Zach Buxton (Bylaws, Policy & Procedures, Membership); Kayla Rhynalds (Communication); Justin Hope, Travis Englund, Kyle Teel, Cindy Cherry, Bryce Betke. Board Members absent: Mike Feagler, Kyle Teel

I. Call to Order The meeting called to order 4:15pm CST

II. Approval of Agenda Rebekah Mussman motion to approve Kayla Rhynalds Second Approved

III. Approval of Consent Agenda Rick Rogers Motion to approve Louise Hoffman Second Approved

IV. Treasurer’s Report Jess Paisley presented the financial report asset total over 90K 12K net loss not reflecting events that did not happen yet. Amortized cVent fees. 58K based on sponsorship fees in February 370 vs 390 last year (look at report) 11k budget grant reimbursement 4600 or 5600 Innovation 6000 under budget for Boot Camp (due to weather) may increase after 2nd event is held. $5000 lower than had

budgeted but in line with what we had earned for this program Free and 14K free and reduce registrations Expense recognized Studer payment in February Within 300 of budget for Studer. 15K Net income with a budget of 26K due to lower income from bootcamp and winter conference. Some credit card interest expense for sponsorship. Rebekah asked about the report that breaks down each event to determine cVent is not reconciling Jess is working with cVent ecommerce.

V. Education Call with National to ensure hours and networking events were being counted correctly.

VI. CBSC/DCMS Reports Education hours actual is above goal. cVent is not reflecting networking event, National is working on it and knows this is an issue. Do not be concerned about zero’s reflected in reports. Webinars are also not being recognized since November for Regional and National webinars. National is aware of this. 317 membership as of today. Goal is 333 Need 32 members or retention of none renewals. Target market goal is 2 under for this year from our goal. New member growth should hit numbers, goal is 23 actual new member growth 34

VII. Target market update Zach had been tasked by Andy to confirm new members are listed correctly. Rebekah suggested to follow up with

National to have corrected. Louise brought up two additional members who have changed roles to make sure they are tracked correctly. Dashboard will have similar goals without % assigned. Should receive goals soon. New member growth sustaining

member count, growth in target market segments. Make sure to code appropriately, Andy will monitor new members. VIII. Committee Reports

Programming o January 24th and 25th innovation meeting physicians’ practice and hospital collaboration. At Marriott in Lincoln

Hay Market. 40 attendees, Sean and Jess submitted Innovation award to National. o February 19-21st Angie Martin last boot camp ever o 105 registered had some weather issues.

Ramada Plaza at 72nd and Grover lower price point to keep cost reasonable. 30 registered for a cost report boot camp held in Sydney Randy and Jess did an outstanding job.

(Continued)

OCTOBER | 2019 14


o March 20-22nd in Omaha Sheraton Normal Spring meeting, induction of officers. 51 attendees registered. Possible ideas to enhance attendance hold past president breakfast

Feedback not a lot of revenue cycle topics. Hard to find the agenda. Discussed attaching the agenda to the email for greater visibility. Have Kim from NHA put together a flyer

o April 4-5th cost report bootcamp to finish out the year. Group of 8 hospitals advocating to get education to the western part of the state. Angie Martin will be the presenter for this event. Country Inn and Suites, if you registered for earlier session will get free registration. Will share cost with of the events.







o October 16-18th this is one week earlier than it has been in the past. o Cost Report bootcamp Jess and Randy looking for dates June.

Membership o 318 members as of March 21st o Every two target members you sign up will be entered a drawing.

Zack will work on the following:

No update

Certification o Justin prices changes for exams. Will be reviewing list to see how comparing with Peers. No longer a need for

a class, focus on education versus retention. o Buy first half if pass pay for second half. o Kayla completed certification

Sponsorship o All Sponsors are paid o Total sponsorship fees are $35,000 goal was $41,050 (this may have included event sponsorship as well as

Women’s Leadership conference). Kayla and Travis are working on new vendors to target. Need to centralize where the sponsorship information is maintained. Louise is working with Jill to get

this organized and find ways to streamline. Time commitment for March meeting is 2-3 weeks of work. For this year most of the sponsors will be renewed. Chris, Louise, Shelly, and Jill. Monica with North

Platte wants to get involved. Kurt from Rebekah’s facility could be a potential admin lead. Louise and Shelly will talk to Jaime Pope.

Board position, Zack checked bi-laws Jill’s spot will be up for election in January or February. Board can appoint a temporary if needed.



Awards/Social o May social event planned at Big Apple o March 20-22nd meeting social event will be planned. Dayle organized social event at Granite City.

Generations o Jess Paisley – does a committee needs to be developed or just a role. This needs to be defined Andy has

identified Sean Nakoma

(Continued)

OCTOBER | 2019 15


IX. Strategic Planning April 4th event is planned. Tami is not able to attend, new calendar invite, and agenda will come out on 3/22/19. A lot of new things this year with change at National Level. Chris Vairo Regional Exec should be attending to provide an update

X. Executive Committee Report No Report

XI. 2018-19 Operational Goal Review XII. Calendar Review

Budget report coming up Chapter success plans are being updated. Page 18 of success plan: Chapter Success Quality: Should be a silver need to be at 73% to be at Gold cVent seems to be working, have not done any of the additional add-ons. Should see more at LTC this year. Physicians clinic event: Did a cross promotion with MGMA to promote programs. 15% of target market were attendees. Refreshing program related procedures and creating the transition checklist. Use Spreadsheet cVent is a registration

tool not a marketing tool. cVent and programming is to much for one role, will move responsibility of cVent to the Co-Chair of the programming

committee. Sponsorship is going well, and the updates are being made. Communications: The website is out of date. How do we create accountability to update the website? This needs to go

through the Web Master to update. A form is being completed to be able to provide the information that needs to be updated.

Kim Larsen has access, she only has the bi-law document not the master. Jump drive that would contain the master for future updates. A lot of files on the website are flat files.

Chapter App: Process for updating with new members, but not a process for updating a current members information. Goal is to have a proposal by October on the best to make this work.

XIII. New Business Treasurer Office rotation:

o Going forward more emphasis on Regional activity not Chapter activity. o National wants all Officer Rotations to be the same, Nebraska is the only chapter that still has Treasurer in

rotation. Zach will be the last rotation for the Nebraska Chapter. o There has been discussion on having budgeting at a Regional Level. o Goal to have approved to change the Bi-laws for the Board to make recommendation to remove Treasurer from

the rotation. Bi-Law change recommendation for May meeting. o Discussed a 3-year term which is the same as the Region 8 Treasurer. o To be appointed by the board of directors.

MASI Scholarships: o These are changing this year, Chapters no longer get the scholarships, will be first come first serve for the

provider scholarships. It will be about 20 initial scholarships and the more limited scholarships. o Kim from NHA asked if we have a management contract in place. Not proposing any changes, want to propose

no changes for the next year. Rebekah Motioned Zack Second approved

Committee Transition: o As we transition to new committee members work on handoff to make sure a smooth transition.

XIV. Other Business Mini LTC (no additional update) Membership survey 96% this is outstanding. What it comes down to is are you a promoter or distractor.

Meeting adjourned 5:30 PM CST

(Continued)

OCTOBER | 2019 16

(Nebraska Chapter Board Meeting Minutes continued) May 22, 2019 Board Members and Officers Present or Phoned in: Louise Hoffmann (President), Sean Wolfe, (President-elect), Shelly Soupir (Vice President), Jess Paisley (Secretary), Zach Buxton (Treasurer), Vanessa Schmidt (Director), Kyle Teel (Director), Tami Sorenson (Director), Mike Feagler (NHA Ex-Officio). Committee and other Members Present or Phoned in: Ed Finan (Programming), Bradley Pieper (Communications). Board Members Absent: Andy Kloeckner (past president), Abby Cyboron (director), Kayla Rhynalds (director).

I. Call to Order Meeting called to order by President Hoffmann at 5:07 pm CDT

II. Approval of Agenda Motion by Shelly Soupir, seconded by Kyle Teel, unanimous consent. Motion carried

III. Approval of Consent Agenda Motion by Kyle Teel, seconded by Sean Wolfe, unanimous consent. Motion carried

IV. Treasurer’s Report April 2019 comparative financials presented with focus on actual versus budgetary results Days cash on hand is at 321, compared to 453 a year ago Revenue through 4/30/19 is unfavorable to budget by $10k-result of lower attendance at spring meeting Expenses unfavorable to budget by $12k-second revenue code boot camp offered that was not budgeted. Revenue will

be received to offset unbudgeted cost Net income (loss) of $10k unfavorable to budget by $23k. Expect gains to be made in final month of fiscal year Approval of April 2019 financial statements-motion by Zach Buxton, seconded by Shelly Soupir, unanimous consent.

Motion carried Approval of 2019-2020 budget-motion by Kyle Teel, seconded by Shelly Soupir, unanimous consent. Motion carried

V. CBSC/DCMS Reports Total education hours of 9047 or 27/member-qualifies for platinum award 4 networking events held Member satisfaction of 96% Education quality of 70%-qualifies for silver award New member growth and target market goals met, member retention goal missed 19.8% certified-qualifies for platinum award

VI. Committee Reports Generations

o Committee will continue to enable contact with younger members and allow for promotion of committee involvement. Sean Nakamoto of Baird Holm will join the committee and continue the function of outreach

Programming o Platinum award to be received based on 27 hours of education/member and greater than 55% satisfaction.

Hottum award level not attained o All operational goals were achieved for the programming committee o Upcoming events include June 24 year end close process for new CFOs at Sidney Regional and July 9 cost

report boot camp in Omaha Sponsorship

o $36,525 collected in sponsorship fees for FY 2019 o Operational procedures have been improved under new committee chair and renewal process is expected to be

smooth going forward Awards Social

o Social for the mid-year meeting to be held at big apple fun center in Kearney NE Membership

o 320 members as of 4/30/19. Target market membership was maintained at 19 o New member growth goal met with 36 new members o There remains concern over the increase to the membership fee for FY 2020 o Going forward, membership will be considered at a regional level as part of meeting National growth goal that

relies more on enterprise membership Certification

o Cost of exam will now be included as part of membership fee in FY 2020 o Materials will only be available online-this may deter some members for sitting for exam

Communication Strategic Planning

(Continued)

OCTOBER | 2019 17

(Nebraska Chapter Board Meeting Minutes continued) VII. Strategic Planning

Approval of 2020-2022 strategic plan-motion by Vanessa Schmidt, seconded by Zach Buxton, unanimous consent. Motion carried

VIII. Upcoming 2019-2020 due dates CHFP maintenance hours required to be input by May 31 2020 budget due June 1 Annual education program plan due June 1 into CVENT Chapter leadership roster due June 1 Financial review and IRS form 990 survey due August 1. Board approval must be made prior to August 1 Chapter success plans due to RE August 15

IX. 2019-20 Operational Goal Review Committee chairs to submit operational goals by June 20 linked to strategic plan and chapter success plans

X. New Business Discussion to remove treasurer from officer rotation and amend bylaws accordingly. Decision was tabled-motion by Sean

Wolfe, seconded by Vanessa Schmidt, unanimous consent. Motion carried Chapter website will be updated and become linked with Region 8. Maintenance will be taken over by Region 8 and the

new website build will be linked to CVENT to allow for easier registration by members. The current domain will remain the same for the website. Cost will be $1400 for set up and $300/year for maintenance. Data update requests to be completed within 24 hours. Agreement to move forward with contracting for website redesign and maintenance through Region 8-motion by Kyle Teel, seconded by Shelly Soupir, unanimous consent. Motion carried

Discussion held over January innovation meeting. Ed Finan, program committee member, brought ideas to structure meeting around three themes: Quality outcomes (condition of LTC facilities), revenue cycle (denial of Medicaid patient admissions to LTCs), and demographics (occupancy rate of LTCs.) Finan will work with Shelly Soupir, program chair, to identify speakers and potential expansion of winter meeting to two days that would encompass the three themes

Chapter success plans were reviewed. Seven potential plans were considered. Three of the plans (collaboration, certification, engagement) were moved to operational goals. The remaining four plans (membership growth, membership retention, net promoter score, and networking) will be submitted to the RE for 2020

Meeting adjourned by President Hoffmann at 6:37 pm CDT

OCTOBER | 2019 18

May 31, Variance May 31,May 31, May 31, 2019 FY 2019 Favorable 2018

2019 2018 Actual Budget (Unfavorable) ActualASSETS REVENUE

Current assets: EducationGeneral checking $ 24,338 34,125 NHA annual meeting $ 40,340 32,800 7,540 35,385 Accounts receivable 12,102 9,619 Winter conference 9,738 11,000 (1,262) 6,085 Prepaid expenses 11,429 14,685 Spring annual meeting 12,155 21,950 (9,795) 25,025

Total current assets 47,869 58,429 Revenue code boot camp 20,143 21,000 (857) 17,273 Mid year meeting 8,350 8,225 125 6,100

Investments (certificates of deposit) 55,255 54,490 Women's leadership - - 8,298

Total assets $ 103,124 112,919 Other income

Dues rebate - National HFMA 9,564 9,600 (36) 9,712 Interest income 765 150 615 163

LIABILITIES AND NET ASSETS General sponsorship 36,525 38,500 (1,975) 42,797 Other Income - - - -

Current liabilities, Free/reduced registration fees (20,250) (20,000) (250) (23,495) Accounts payable $ 5,631 8,831 Total revenue 117,330 123,225 (5,895) 127,343

Net assets, EXPENSESUnrestricted 97,493 104,088 Education

Studer excellence in leadership 1,500 1,500 - 3,000 Total liabilities and net assets $ 103,124 112,919 NHA annual meeting 28,755 25,000 (3,755) 25,273

Winter conference 4,638 5,000 362 4,352 Spring annual meeting 16,706 17,000 294 27,564 Revenue code boot camp 24,880 18,500 (6,380) 19,105

Days cash on hand FY 2018 exp FY 2017 exp # Mid year meeting 5,984 7,500 1,516 4,805 Actual Annual Expenses for Prior Year End $ 123,935 99,615 Women's leadership conference - - - 6,469

Region 8 webinar - - - 150 FY 2019 FY 2018 82,463 74,500 (7,963) 90,718

MeetingsFall Presidents 767 1,000 233 1,109

Days cash on hand (Using ave of 2 PY expenses) 260 305 HHA thought leadership 817 - (817) 319

Leadership training 9,893 14,500 - 13,219 Annual national institute 9,211 9,500 289 5,618

20,688 25,000 (295) 20,265

Other expensesNewsletter 400 500 100 300 Certification 1,400 1,400 - 1,600 Member survey and recognition 2,945 3,050 105 1,865 Social events 4,797 6,100 1,303 3,600 Website maintenance 899 900 1 1,425 Registration 5,615 6,600 985 858 Administrative 3,424 4,200 776 1,172 Insurance 700 800 100 693 Credit card fees 511 - (511) 1,356 Bank service charge 83 100 17 83

20,774 23,650 2,876 12,952 Total expenses 123,925 123,150 (5,382) 123,935

INCREASE/(DECREASE) IN NET ASSETS $ (6,595) 75 (11,277) 3,408

May 31, 2019 and 2018 12 Months Ended May 31, 2019 and 2018Balance Sheets Statements of Operations

Nebraska Chapter Financial Statements

May 31, 2019 and 2018

OCTOBER | 2019 19

New Member Spotlight Shane Koehn

Great Plains Health Director of Business Services

HB: When did you join HFMA? Shane: 2018. HB: How did you learn about HFMA? Shane: Colleagues. HB: Were there any particular factors which

influenced your decision to join our chapter? Shane: Offered by employer. HB: How long have you been in your current

work position? Shane: A little over a year. HB: What are some of your previous positions

or experiences? Shane: Staff Accountant, Cost Accountant,

Senior Accountant and Compensation & Benefits Coordinator.

HB: Where did you attend college and/or

graduate school? Shane: UNL. HB: What are your interests/hobbies outside

of work? Shane: Kids activities and dirt track auto

racing (spectator only). HB: What do you hope to get out of your

HFMA membership (e.g., education, networking)?

David: Education.

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LET’S STAY IN TOUCH! There are lots of ways to follow what the chapter is up to. Never miss an

upcoming conference, webinar, legendary social or fun fact – tune in to the Nebraska Chapter of HFMA:

www.nehfma.org Twitter – @nehfma

App – search “HFMA Nebraska” on Google Play or the App Store Linked In – search “HFMA - Nebraska Chapter”

OCTOBER | 2019 22

STAY Connected - Twitter 101 By Morgan Meyer

What is Twitter? An online social networking service that enables users to send and read short, 140-character messages called “tweets”.

How do I find Nebraska HFMA on Twitter? You will need to search for their “Twitter Handle”. Nebraska HFMA’s Twitter Handle is @nehfma

@nehfma statistics

Twitter account created: February of 2014 Number of followers: 348 as of 10/1/2019 Number of Tweets: 83 as of 10/1/19

Why should a Nebraska HFMA member join Twitter and “follow” @nehfma To stay up to date on chapter education, dates of meetings, industry trends, etc.

How can I be notified when a tweet is sent? To receive Nebraska HFMA Twitter notifications on your smartphone device or twitter home page follow these steps:

Search @nehfma on the search bar Go to the home page of @nehfma Click on the “Bell with a Plus Sign” in the upper right corner

next to the “Following” symbol Select “All Tweets”

Now all tweets by @nehfma will be pushed to your device to keep you updated

What is Twitter Jargon? The following is a small sample of Twitter jargon that would be helpful to a new user:

Term Definition

Follow

Subscribing to a Twitter account is called “following.” To start following, click or tab the “Follow” icon to see their Tweets as soon as they post something new.

Retweet (RT) Reposting a tweet to your Twitter feed.

Direct Message (DM)

Direct messages are private texts directly to another user. You can only send direct messages to users who follow you.

Favorite

You can favorite a tweet by using the star button. It will appear under favorites in your profile. Your favorites are public.

Hashtag (#)

A hashtag (#) offers users a simple way to mark keywords or topics. Users can search the hashtag and view aggregate posts about that subject. Use the hashtag in front of a word or phrase.

Follow your local Nebraska HFMA chapter on Twitter @nehfma

#nebraskaHFMA #joinusontwitter #healthcare

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Founders Award recipients (L-R):

Follmer Bronze Merit Award Shelly Soupir

Reeves Silver Merit Award

Tami Sorensen Sean Wolfe

Muncie Gold Merit Award

Louise Hoffmann

OCTOBER | 2019 25

Recognition of 2018-2019 Board of Directors, Officers, and

Strategic Planning Committee

(L-R) Cindy Cherry, Dayle Harlow, Tami Sorenson, Rick Rogers, Zach Buxton, Kayla Rhynalds, Jess Paisley, Shelly Soupir, Sean Wolfe, Louise Hoffmann, Rebekah Mussman, Bryce Betke

OCTOBER | 2019 26

Recognition of 2018-2019 Board of Directors and Officers

(L-R) Tami Sorenson, Rick Rogers, Zach Buxton, Kayla Rhynalds, Jess Paisley, Shelly Soupir, Sean

Wolfe, Louise Hoffmann, Andrew Kloeckner

OCTOBER | 2019 27

Recognition of 2018-2019 Officers

(L-R) Jess Paisley, Shelly Soupir, Sean Wolfe, Louise Hoffmann, Andrew Kloeckner

OCTOBER | 2019 28

Installment of 2019-2020 Board of Directors and Officers

(L-R) Vanessa Schmidt, Abby Cyboron, Tami Sorensen, Kayla Rhynalds, Zach Buxton, Jess Paisley, Shelly Soupir, Sean Wolfe, Louise Hoffmann, Andrew Kloeckner

OCTOBER | 2019 29

Installment of 2019-2020 HFMA NE Chapter President, Louise Hoffmann.

OCTOBER | 2019 30

Recognition of 2018-2019 Board of Directors and Officers (L-R back row) Cindy Cherry, Rick Rogers, Zach Buxton, Jess Paisley, Sean Wolfe, Louise Hoffmann, Andrew Kloeckner (L-R front row) Dayle Harlow, Tami Sorensen, Kayla Rhynalds, Shelly Soupir, Rebekah Mussman, Bryce Betke

OCTOBER | 2019 31

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Hello, HFMA Region 8 Members! What a great year it has been as HFMA Region 8 Regional Executive! In April, the HFMA Leadership team from all seven chapters recently had their Leadership Training Conference in Anaheim, California. Your leaders were incredibly engaged and focused on continuing to make Region 8 the best in the nation. We learned about the new innovations that HFMA is bringing to members, including a digital transformation that will provide more relevant healthcare data and information tailored to your interests in a timely fashion. We are excited to see this taking shape. I’m thrilled to announce that Brianna Engeseth, MBA - Provider Relations Partner, Division of Health Integration, Blue Cross Blue Shield of North Dakota was elected as the Regional Executive III (2021-2022) following Devon Kim, FHFMA - CEO, Haase and Long, Inc. as incoming Regional Executive, and Jackie Hinderks - Director, Revenue Cycle, Carris Health as incoming Regional Executive II. The region will benefit significantly from their bright minds.

As Regional Executive, my goal was to keep the region moving forward in a positive direction to continue to provide outstanding value to the members while also reducing workload from the leaders. I spent a great deal of time listening to the chapters, so I could be a reliable voice to “the association.” I wanted my voice to be heard among all the regions and to guide the decisions being made at our leadership meetings. We have been focusing on a lot of change to continue bringing value to the members. Some of these items include developing a framework for us as a region to continue to build. The brief description is below.

We brought in DeMarse to help reduce workload and handle our event management, including our annual regional MASI conference and monthly webinars. By hiring DeMarse, we were able to reduce the Regional Executives’ workload and allow chapter leaders to be more strategic. We were able to accomplish this and believe this will generate positive ROI for the Region and value to the members.

We started to initiate change towards the “regional concept.” Our initial goal was to bring have assistance and

support to handle all the website, event management, treasury, and sponsorship. This goal was a little aggressive to do this all at once. As a result, we developed a phased approach.

o Website Consolidation – Development of Region 8 website where all the chapters sites link. This website would provide more streamlined information, less redundancy, and increased accurate, up-to-date information.

o Treasury Consolidation – We have seven bank accounts across all seven chapters and one regional account. I believe we can gain efficiency to scale this to a regional level.

o Event Management – We are seeing value in Greater Heartland, Iowa, and MASI with this concept already underway. Now we are looking at this from a regional level as a phase III.

o Sponsorship Management – Growing and managing sponsorships from a local and regional perspective. We are well underway with our regional sponsorship of MASI and looking forward to continuing to see this take shape as a future phase.

Look at best practices among the chapters and bringing these to a regional level. Ideally, looking at what

chapters are doing locally and working to bring those best practices to the rest of the chapters. This documentation will also help build consistencies among the chapters in the region that will lead to economies of scale.

Lastly, I wanted to leave the region in better shape as a result of our work. I’ll let you be the judge of that.

We have fantastic individuals leading our chapters and region. I truly love HFMA and what it has done for me professionally and personally. Thank you for allowing me the opportunity to serve. Sincerely, Chris Vairo HFMA Region 8 Regional Executive HFMA Region8 MidAmerica Summer Institute Chair

Region 8 Update

OCTOBER | 2019 33

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Upcoming Educational Events

Save the Dates Fall Meeting October 16-18th, 2019 (which is a week earlier than normal) La Vista Nebraska January Meeting January 24-24th, 2020 Lincoln, NE March Meeting March 20-22nd, 2020 Omaha, NE NHA/HFMA Annual Meeting May 22-23rd, 2020 Kearney, NE

HEALTH beat - HFMA Region 8Administrator for Health Policy, Nebraska Department of Insurance o Laura Arp J.D. Nebraska Department of Insurance Description: Discussion of recent developments

Documents