San Diego Agenda

ACMPE: 3 | AAPC: 3 |ACHE: 3 | CME: 3 | CPE: 3.6 | CEU: 3 

Interactive | Advanced | Evaluation 
Content area: Financial mastery 

Speakers: Kem Tolliver, CMPE, CPC, CMOM, president and chief executive officer, Medical Revenue Cycle Specialists

Taya Moheiser, CMPE, CMOM, owner, ITS Healthcare, LLC

Looking for actionable strategies to innovate the revenue cycle at your individual practice or facility? Attend this three-hour interactive session for a holistic review of the revenue cycle model and the multiple barriers that can lead to lost revenue.  Learn from the presenters and peers how to diagnose problems and implement solutions to get more money in the door.  Attend the session to obtain the tools and skills needed to establish strategies for improvement plans that lead to measurable results. 

This session will provide you with the knowledge to: 

1. Evaluate revenue cycle model operations using assessment tools as compared to industry best practices
2. Establish Revenue Cycle improvement strategies
3. Recommend actionable tactics for RCM success

ACMPE: 3 | AAPC: 3 |ACHE: 3 | CME: 3 | CPE: 3.6 | CEU: 3 

Traditional | Intermediate | Analysis 
Content area: Operational Excellence

Speaker: Adrienne Lloyd, MHA, FACHE, chief executive officer and founder, Optimize Healthcare; independent consultant, MGMA; Certified John Maxwell Leadership Coach; DISC Trainer; Lean/Six Sigma Expert

This pre-conference session will provide a thorough review of the process improvement methodology the speaker utilized to successfully reduce system waste, increase volume, and enhance patient and provider experience across multiple clinic locations of varying sizes. Attendees will gain hands-on training in how to identify areas for targeted process improvement and how to build an improved team-based culture. Lessons will include simulations of real clinic flows and demonstrations of how to utilize specific Lean and Six Sigma tools when redesigning your practice. We will also review the important roles technician training, accountability and educational advancement have in optimizing practice performance, as well as how to translate improvements to additional practice locations. 

This session will provide you with the knowledge to: 

1. Discover opportunities for process improvement and waste reduction related to clinical efficiency, patient satisfaction and quality
2. Develop an intermediate-level understanding of Lean and Six Sigma methodologies, tools and techniques
3. Apply new skills and insights to implement sustainable clinical flow optimization in your organization, regardless of size

ACMPE: 3 | AAPC: 3 |ACHE: 3 | CME: 3 | CPE: 3.6 | CEU: 3 

Interactive | Advanced  | Synthesis
Content area: Leading People

Speaker: Amy Lafko, owner and principal, Cairn Consulting Solutions, LLC

Conflict resolution is a big part of a leader’s job and is a skill that challenges every day, both personally and professionally. Your ability to facilitate the resolution process can go a long way in determining the health and growth of your business. Join this session to develop the courage and confidence needed to engage in difficult conversations in a way that is respectful, candid and productive. The speaker will equip participants with the tools to speak up when they object, address issues head-on rather than choosing the silent treatment and dive into potentially risky discussions without fear. The program focuses on a methodology to consistently have productive conversations where both parties feel listened to and commit to action toward a common goal.

This session will provide you with the knowledge to:

1. Generate productive dialogue to foster teamwork
2. Speak persuasively, not abrasively
3. Resolve disagreements and misunderstandings in personal and professional settings  

ACMPE: 3 | AAPC: 3 |ACHE: 3 | CME: 3 | CPE: 3.6 | CEU: 3 

Intermediate | Traditional | Analysis
Content area: Leading People

Speakers: Deborah Hudson, FACMPE, business development representative, State Volunteer Mutual Insurance 

Jimmie Holland, MBA, MHA, FACMPE, manager, performance improvement, HCA Physician Services 

The intensive, three-hour Board Certification Boot Camp is a comprehensive review of medical practice management concepts and industry best practices. This training will focus on all the skills and understanding of concepts needed to achieve the certified medial practice executive (CMPE) designation. All areas of the Body of Knowledge for Medical Practice Management as related to the exams are defined and reviewed.
 
This session will provide you with the knowledge to:

1. Breakdown the expectations of the multiple choice and scenario-based examinations for board certification in medical practice management
2. Outline the major concepts of the tasks associated with the six knowledge domains in the Body of Knowledge for Medical Practice Management
3. Point out how to connect with other members who are also preparing to take the exams and assess

Session Details Coming Soon!

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic | Comprehension
Content area: Operational Excellence

Speakers: Jared Pelo, MD, chief medical information officer, Nuance Communications

Robert McDermott, MD, allergist and immunologist, Allergy Asthma & Immunology of the Rockies PC

Moderator: Natalie Holtgrefe, marketing campaign manager, community hospital/physicians markets, Nuance Communications 

Physicians struggle with administrative burdens which inhibits them from delivering a quality patient experience. The influx of telehealth visits has added even more documentation requirements furthering the problem. AI-powered technologies enable physicians to focus on their patients and close the gap between clinical conversation and documentation. Join this content spotlight to learn how physicians are delivering quality patient care and experiences. Hear first-hand from a practicing physician how using documentation that writes itself™ is streamlining documentation processes, improving the patient experience, reducing physician burnout, and increasing ROI.

This session will provide you with the knowledge to:

1. Identify how to produce a better patient-physician experience and reduce burnout using documentation that writes itself™
2. Describe how improve patient and financial outcomes 

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Intermediate | traditional | analysis
Content area: Leading People 

Speaker: Tony Stajduhar, president, Jackson Physician Search

Physician turnover is expensive. Medical groups can invest $250,000 into recruitment while losing up to $1 million in revenue. Meanwhile, patient care is at risk, and the remaining staff must shoulder the burden of the vacancy, which often leads to more burnout and additional turnover. Developing effective recruitment and retention strategies is a major hurdle for healthcare leaders today. A Jackson Physician Search survey shows 54% of physicians are planning an employment change post-COVID, and 83% say there is no retention program in place. This session will dive into how recruitment technology, culture, and team roles influence success. It will focus on the four factors – place, practice, pay and fit – that are in play during recruitment, key recruitment benchmarks, the cost of turnover to your bottom line.

This session will provide you with the knowledge to:

1. Analyze recruitment benchmarks and key performance indicators to measure the efficiency and efficacy of your physician recruitment program
2. Outline team roles and responsibilities, and explore how culture fit is a critical success factor of physician retention

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic | Comprehension
Content area: Financial Mastery 

Speaker: Maberly Brown, CPB, senior revenue cycle management practice advisor, Greenway Revenue Service

To take your practice from passive to strategic, it's imperative to understand the metrics critical to your revenue cycle. This session will cover two key metrics: gross collections ratios and net collection ratios. You will learn the difference between these metrics, as well as how to calculate and validate data and interpret results.

This session will provide you with thew knowledge to:

1. Identify how should you measure the financial health of your practice.
2. Describe which datasets are needed to build reliable financial reports. 

ACMPE: .5

Content area: Transforming Patient Care

Join your cohort and partners to discuss top challenges and solutions in the Synergy Clubhouse-a VIP lounge dedicated to solving industry needs.  Drop-in to participate in one of the conversations committed to solving your cohort’s top challenges.
 

ACMPE: 1. | AAPC: 1. |ACHE: 1. | CME: 1. | CPE: 1.2 | CEU: 1.

Traditional | Basic | Comprehension
Content area: Leading People 

Speaker: Shola Richards, founder and chief executive officer, Go Together Global

Successful leaders are always looking for proven strategies to strengthen team cohesion and togetherness. High-functioning teams can energize teams and leaders, but accomplishing this type of culture is not always easy.  In his highly inspiring general session, Shola will introduce the transformative concept of Ubuntu (pronounced, "oo-BOON-too") which translates to "I am because we are." The Ubuntu philosophy, along with three powerful questions, will provide the audience with actionable strategies to transform their work culture, amplify team civility, and inspire themselves and others to consistently bring their best to their work. 

This session will provide you with the knowledge to:  

1. Identify three key questions that they need to ask themselves to increase the likelihood of a civil, engaged, and productive work culture.
2. Describe the most common objections to beginning the important work of positively transforming their work culture.
3. Recognize the self-awareness to become mindful of how their words, actions, and behaviors affect others. 

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | traditional | analysis 
Content Area: Operational Excellence

Speakers: Colleen Deighan, RHIA, CCS, CCDS-O, senior outpatient and professional consultant, 3M Information Health Systems

Beth Wolf, MD, medical director, health information management, Roper St. Francis

Is your practice compliant with the latest regulatory guidance for Hierarchical Condition Categories (HCCs)? Are you confident that your documentation and coding of outpatient Evaluation and Management (E/M) accurately translates the major 2021 update? Do your risk scores from Medicare Advantage, Medicare Shared Savings and other value-based purchasing programs accurately reflect complete capture of patient complexity and chronic disease burden?

Using case examples, this presentation will help attendees identify opportunities within the new 2021 guidelines for E/M documentation and coding, including clarification of ambiguous terms and updated criteria for choosing the level of service based on medical decision-making or time. Complexity of medical decision making is supported by the patient’s diagnoses, and it makes sense to concurrently analyze these codes to ensure that the Risk Adjustment Factor (RAF) is accurately represented by all of the valid HCC (Hierarchical Condition Category) diagnoses.

The presentation will detail specific HCC code changes and top opportunities for HCC diagnoses, demonstrate how to identify pertinent clinical indicators for queries and coding accuracy (both ICD-10-CM and E/M), and discuss the risks of under/over reporting diagnosis codes.
Learn and apply a successful approach for managing compliance with the latest regulatory guidance for HCCs while addressing the financial impact of 2021 changes to documentation and coding of E/M services.
 
This session will provide you with the knowledge to: 

1. Assess documentation and coding of outpatient E/M services using an approach that promotes accurate reimbursement and compliance with 2021 regulatory guidelines
2. Analyze documentation to identify opportunities for better capture of chronic conditions and improved RAF scores
3. Implement a process for managing compliance with the latest regulatory guidance for HCCs and revisions to documentation and coding of E/M services

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Strategic Decisions
Traditional | Intermediate | Analysis 

Speakers: Christopher Carson, MBA, managing director, health solutions, FTI Consulting

Physician recruitment, retention and satisfaction require a compensation methodology and plan that is competitive, compliant and easy to administer. A key challenge is finding systematic, evidence-based approaches to selecting a methodology that supports the overall strategies of the organization; is consistent with the philosophies of the group; and can be supported by the organization's IT and management infrastructures. Regulatory issues such as fair market value and commercial reasonableness add complexity to an already complicated and sometimes confusing body of work. This presentation will share how one health care system is addressing the need to better align physician compensation with their clinical and operational needs.  The session will explore how organizations are replacing manual processes with automation to simplify the administration and transparency for physicians and other clinicians.   
 
This session will provide you with the knowledge to: 

1. Outline how one health system is evolving its physician compensation to better align with their clinical and operational needs
2. Examine how organizations are moving away from manual processes (Excel worksheets) by automating the physician compensation process
3. Analyze the current state of physician compensation including trends related to balancing value and volume, implementing incentives, and the impact of recent Stark and AKS rule updates

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Financial Mastery
Traditional | Intermediate | Analysis

Speaker: Dave Terry, chief executive officer, Archway Health
 
A risk transference in healthcare is well underway. CMS has developed a goal to have 100% of Medicare providers in a downside risk arrangement by 2025, with many value-based care programs —mandatory and voluntary — to help reach that goal. An increasing number of commercial and Medicare Advantage plans are developing risk-based, capitated and bundled payment contracts, while patient populations hang in the balance. As providers increasingly enter into ACOs, APMs and other value-based payment contracts, they must identify strategies to limit their exposure to catastrophic loss from their growing downside. In many cases, new value-based payment programs pose challenges, including small sample sizes, complex pricing methodologies and trends that do not lend themselves to traditional actuarial models. This session will detail how attendees can take control of their organizations’ shift to value-based payments and gain confidence in managing risk and allocating it across their balance sheets.
 
This session will provide you with the knowledge to:

1. Outline the liability and financial risk in value-based care across multiple programs and patient populations
2. Breakdown to the optimization of value-based care performance that gains an upside in revenue while protecting downside economic exposure
3. Examine how the shift to episode-based care is reinventing care design and healthcare cost structure for the better

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Operational Excellence
Intermediate | application | traditional 

Speaker(s): Andrew J. Gibbons, CMPE, vice president, operations, Privia Health

Shishir Khetan, MD, physician and regional medical director, Privia Medical Group

Physicians follow familiar routines with their patients: pre-visit chart reviews, friendly conversation, the stages of an examination, chart documentation and any ongoing connections, including sharing test results. These patterns are repeated throughout the day in what's commonly called a habit loop. But new value-based contracts often require adjusting those patterns. While many physicians can easily adapt, some habits are harder to break, often causing frustration when teams evaluate their population health metrics. This session outlines our success with a four-week, team-approach model that engages physicians as they form new habits. The initiative includes collaborative goal setting, work-flow review, data sharing and a series of weekly connections tailored to each individuals learning style. 

This session will provide you with the knowledge to:

1. Discover the level of guidance appropriate for each physician
2. Manage the habit-forming processes for physicians that drive value-based care outcomes
3. Apply new engagement tactics for physician leadership in collaboration with practice administration for driving change

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Transforming Patient Care
Traditional | intermediate | analysis 

Speaker(s): Michael Blackman, MD, MBA, Chief Medical Officer, Greenway Health

While virtual care has existed for years, the COVID-19 pandemic has been the catalyst that finally accelerated its adoption and popularity. Virtual care technologies enable providers to stay better connected to their patients. These tools can be used for convenient check-ins and additional follow-up, which allow for more proactive management of at-risk patients and early detection of potential health risks. Offering virtual care is an additional tool for healthcare providers. Its availability is key to ensuring patients feel that they can receive care when and how they need it, providing increased accessibility to care and leading to better patient outcomes. Although this virtualization provides an opportunity for increased access to care, it is imperative to consider how it will affect existing healthcare disparities across patient populations. Providers and healthcare IT innovators alike have the responsibility of ensuring that the evolution of the healthcare industry does not widen the care access gap for underserved communities. 

This session will provide you with the knowledge to:

1. Point out three or more areas of your practice where virtual care technologies can be leveraged to increase patients' access to care
2. Outline the advantages and potential threats to the increased virtualization within the healthcare industry
3. Calculate the success of your virtual care strategy within your practice

 

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Leading People
Traditional | intermediate | application 

Speaker(s): Jeff Comer, PhD, MHA, FACHE, chief executive officer, Summit Behavioral Health

Burnout among healthcare leaders is widespread, yet tactics to mitigate burnout are overwhelmingly directed at frontline caregivers. The pressures and resulting burnout of leaders has differing etiological factors than with clinicians. As a result, burnout takes a substantial toll on leaders personally and professionally. Leadership results and organizational success are negatively correlated with burnout in leaders, yielding poor performance. The speaker brings a 20-year career as a hospital and medical practice CEO with a doctorate in psychology with research interests in psychoneuroimmunology (the study of stress on physiological and psychological processes). The session will cover the background of burnout and underlying stress factors with measurable evidence-based practices for mitigating the resulting negative effects. These techniques that I will teach have been found to provide strong validity for improving personal and professional impacts of burnout, leading to greater performance. 

This session will provide you with the knowledge to:

1. Discover the underlying etiological factors of burnout
2. Use stress reactivity profiles that help identify unique, causal stress factors contributing to burnout
3. Employ empirically-based tactics to mitigate underlying stress based on results from the stress reactivity profiles, helping participants to reduce burnout and increase leadership performance.

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Leading People 
Basic | Comprehension | Traditional 

Speaker: Adam Rousey, Senior Vice President, VISTA Staffing Solutions

The pandemic has illuminated hospitals' and health systems' deep need for more cost-effective staffing solutions that support clinician well-being and care quality. During this session, the speaker will discuss how medical organizations can save money by improving enterprise-wide workforce management. The discussion will include solutions to reduce costs while providing staffing strategies that improve quality care.

This session will provide you with the knowledge to:

1. Identify effective recruitment strategies to optimize and build workforces while reducing costs
2. Describe unique challenges to developing an effective organizational staffing strategy
3. Discuss how to execute a comprehensive Workforce Optimization Review that provides a roadmap to cost

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Basic | Traditional | Comprehension
Content area: Government Affairs

Speakers: Claire Ernst, JD, director, government affairs, MGMA

Matt Devino, MPH, associate director, government affairs, MGMA 

In this session, representatives from MGMA Government Affairs will provide an update on the current federal policy developments impacting medical practice operations. The speakers will discuss upcoming Medicare payment and quality rules, the status of federal COVID-19 relief programs, and other key regulatory changes to come in 2022.  

This session will provide you with the knowledge to: 

1. Identify key regulatory proposals
2. Discuss legislative issues impacting medical groups
3. Describe MGMA advocacy initiatives 

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Application | Traditional 
Content area: Operational Excellence

Speakers: Rhonda Hamilton, LPN, chief operating officer, Silver State ACO

Lawrence M. Preston, MBA, FHFMA, chief executive officer and co-founder, Silver State ACO 

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Application 
Content area: Leading People

Speaker: Katie Lawrence, MHA CMPE, executive director, ambulatory and medical group optimization, Prisma Health

Keeping and retaining an engaged workforce is challenging even in times of stability — and healthcare has been anything but stable in recent years, as new challenges and environmental changes have taxed every part of our professional lives. The industry is exhausted. In this session, leaders will learn how to refresh and revitalize their own sense of purpose and inner energy to help their teams to do the same. While humans have infinite ability to adapt, we each have only a specific emotional capacity for change at any given moment. Attendees will learn how to communicate purpose and passion to team members in a way that makes a connection. They will examine ways to link each employee to the deeper meaning of their role, which in turn draws patients and customers to your business. But talk is not enough. In fact, when the workforce it exhausted, talk alone can be more detrimental than silence from a leader. Leaders will identify tactics and processes to support their teams, as well as ways to balance the needs of the organization with the emotional, physical and intellectual state of their teams. Leaders will walk away with renewed energy to continue the important work that they and their teams perform every day.

This session will provide you with the knowledge to:

1. Dramatize the ways in which purpose and passion fuel their workforce
2. Produce space for their employees’ physical, emotional and intellectual responses to stress and exhaustion while still driving improvement and operational excellence
3. Employ skills such as prioritization, speaking with candor and tracking progress objectively as tactical tools for improving workplace culture and enhancing team energy

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Application 
Content area: Operational Excellence

Speaker: Sandy K. Giangreco Brown, BS, RHIT, CCS, CCS-P, CHC, COC, CPC, CPC-I, COBGC, PCS, director, coding and revenue integrity, CLA

Practices and hospitals are employing more advanced practice providers (APPs) to meet growing healthcare needs, but they often do not understand the coding, billing and supervision requirements. This session will cover the Medicare guidelines related to services provided in different settings, billing requirements and other considerations. The speaker will provide examples of private payer policy for payment of APP services. The session will detail auditing considerations, along with ideas for managing the risk areas and educating administrators, physicians and other providers.

This session will provide you with the knowledge to:

1. Produce necessary requirements in coding and billing for APP services.
2. Demonstrate when incident-to billing can be used appropriately
3. Discover documentation coding opportunities and necessary employment considerations for APPs

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1
 
Content area: Leading People
 
Speakers: Kem Tolliver, CMPE CPC CMOM,  president and chief executive officer Medical Revenue Cycle Specialists

Taya Moheiser, CMPE, CMOM owner ITS Healthcare LLC
 
Medical practices are struggling to keep up with the changing human resource landscape. Healthcare organizations must keep their policies and procedures up to date to include topics like diversity, inclusivity, and COVID-19. Join the session for retention tips, recruitment practices and to learn how to set guidelines for remote workers. Attendees of this session will leave prepared to enact positive and compliant changes to their HR policies immediately.
 
This session will provide you with the knowledge to:

1. Analyze the impact of COVID on HR policies and procedures
2. Examine updated processes and procedures to promote diversity and inclusivity
3. Outline action plans for recruiting, onboarding, and workforce retention

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Basic | Comprehension | Traditional 
Content area: Leading People

Speakers: Tony Stajduhar, president, Jackson Physician Search 

Gene C. Liu, MD, president, Cedars-Sinai Medical Group

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Application | Traditional 
Content area: Operational Excellence

Speakers: Lauren Robinson, DO, intern, family medicine,  Augusta University Medical Center

Raheem Lalani, DO, resident physician, MCG Family Medicine

James D. Mayers, Jr., JD, MD, resident physician, Augusta University
The Quadruple Aim — enhancing patient experience, improving population health, reducing costs and enhancing provider satisfaction — is widely accepted as a compass to optimize health system performance. Yet physicians and other members of the healthcare workforce report widespread burnout and dissatisfaction. Burnout is associated with lower patient satisfaction, reduced health outcomes and may increase costs. Standing orders can help meet the Quadruple Aim and also improve quality metrics and value-based contract performance. At Augusta University, we put standing orders in to place using the USPSTF guidelines. Standing orders challenge staff members to work to the top of their licenses and abilities, which can improve patient health, practice productivity, revenue and staff satisfaction and retention. If your office does certain procedures or treatments consistently for specific complaints or problems, creating standing orders for a nurse to initiate without checking with a provider first can increase workflow efficiency, meet patient needs and boost responsibility for patient care team members, thus improving job, patient, and provider staff satisfaction.

This session will provide you with the knowledge to: 

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Analysis | Interactive 
Content area: Leading People

Speaker: Ronald Menaker, FACMPE, Ed.D., CPA, administrator, Mayo Clinic

Achieving group practice outcomes requires a foundation of talent. Succession planning is an essential and practical strategy to develop individuals for all roles and to mitigate gaps that may emerge without appropriate attention. Succession management has a number of processes to help identify, assess and implement development plans. A robust process will consider those poised for stepping up and their various states of readiness. Strategies will be shared on how to develop the process in a practical way to optimize the readiness of the talent pool, including the roles that the employee, supervisor and organization should play. Work experiences, feedback/relationships and training all are involved in successful talent management.

This session will provide you with the knowledge to:

1. Explain the components of a succession planning system
2. Breakdown the distinct roles and responsibilities the employee, leader and organization has to develop talent
3. Classify how individuals can be developed for current and future positions so they are emerging and ready now candidates

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Analysis | Traditional 
Content area: Strategic Decisions

Speakers: Mitzi Kent, RN, BSN, partner, Barlow/McCarthy 

Chris Hyers, vice president, strategy and business development, UConn Health

Transitioning physicians to employment requires attention to hundreds of details, especially given the difficulties of physician shortages in some regions and specialties. A well-organized onboarding approach can align and engage the physician while ensuring internal obligations are met. This session will discuss how one highly regarded organization helped their providers meet their budgeted productivity goals seven out of eight times. Attendees will learn how to use onboarding as an engagement strategy rather than a tactical process, as well as methods and tools for referral development, monitoring of success and tracking productivity goals.  The session will explore how to use checklists, templates and other communication tools that lead to building community and a sense of belonging, as well as maintaining physician alignment.
 
This session will provide you with the knowledge to:

1. Outline the components of physician alignment process to match your organization’s strategic goals
2. Distinguish must-have attributes for an onboarding process that helps your providers get the best possible start
3. Prepare retention and engagement strategies that better align providers to the organization

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Interactive | Analysis | Intermediate 
Content area: Financial Mastery

Speaker: Nate Moore, CPA, MBA, FACMPE, chief executive officer, Moore Solutions Inc

How much of your revenue cycle can be influenced before a patient even walks through your door? What proactive actions can practice administrators take to front-load revenue cycle success, such as reducing no shows, ensuring procedures have pre-authorization and filling open appointment slots? But there is much more. Have you considered an appointment scrubber that can data mine upcoming appointments for potential issues, such as patients in a collection status, insurance plan issues, scheduling problems or patients in a global period? Appointment data also can show recently canceled appointments to could be filled or blocked provider templates that need be addressed. Keep digging, and appointment data could reveal providers who do not have enough upcoming new patient appointments to generate budgeted procedures, or providers whose time to appointment is too long, or providers who have cancelled and then lost patient appointments. Join a unique conversation about managing provider capacity, efficiency and throughput using data your practice management system already knows but may not be clearly telling you. See and discuss examples of actual reports for reducing no-shows, managing provider templates, mining appointment data and much more. The audience will select and prioritize the topics we discuss, so come prepared with questions your practice is raising and insight you would like to share.

This session will provide you with the knowledge to:

1. Examine actual reports practices currently use to drive revenue from appointment data
2. Point out areas to improve your providers’ productivity without having them work longer or harder
3. Outline practice revenue opportunities to optimize scheduling strategies

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Systhesis | Advanced | Traditional 
Content area: Transforming Patient Care

Speaker: Kristin Dufek, AIA, vice president, Eppstein Uhen Architects

As systems develop strategies to keep up with the growing demand of patients’ preventative and emergent needs, streamlining patient access across a spectrum of services and locations is key to a balanced care delivery model. The objective of building trust by using primary and specialty care as a relationship starter for an organization relies on many factors, and design provides an integral support for brand loyalty — all while balancing care safety, quality and affordabability. Market differentiation, especially within primary care, often means addressing unique consumer considerations — generational preferences, accessibility to sites of care and patient safety concerns, which all factor into how patients choose where and how to receive care. Retail and virtual options have become more mainstream ways to receive care and the ever-evolving nature of technology can also influence design, increase access and affordability to patients and healthcare organizations. This presentation will share key factors for a considered design strategy to address these competing needs and provide a design framework for future strategic decisions. With a focus on the physician, patient and family experience, we will discuss how the built environment can enhance experience and operations, helping organizations create a well-rounded portfolio of access and design solutions.

This session will provide you with the knowledge to:

1. Devise ways to improve efficiency within the design and access of primary and specialty care services
2. Revise facility design techniques to improve the patient experience
3. Plan for the impact of advancing technology on healthcare design

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis 
Content area: Leading People

Speaker: Stephen A. Dickens, JD, FACMPE, vice president, medical practice services, SVMIC

Healthcare continues to face new and unparalleled challenges, including burgeoning regulations, evolving payment models, physician and staff recruitment and a pandemic. Our medical practice patients, staff and physicians need leaders who can confront the obstacles while seizing the opportunities. Challenging times call for solid management and great leadership. Management is the easy part. Good organizational skills will carry you much of the way, but what about leadership? During this interactive session, the speaker will detail what sets a leader apart from a manager and what makes a great leader. If the obstacles of 2020 made you question your skills, this is the session to help you hone them. Attendees will be able to differentiate the choices that transform a manager to a leader, as well as the essential elements to successfully demonstrate those choices. Anyone seeking to expand or enhance their leadership skills will gain insight into the techniques and communication skills necessary to succeed. Attendees will receive an organizational survey to facilitate discussion during the strategic planning process for their organizations, as well as a leadership checklist to keep you on track.
 
This session will provide you with the knowledge to:

1. Distinguish the four choices essential to transition from a manager to a great leader
2. Examine the components of each choice and the key factors that underpin their realization from a conscious decision to an action
3. Outline practical skills including strategic planning, change management and effective communication while providing tips and techniques to support their successful execution

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional |  Intermediate | Analysis 
Content area: Leading People

Speakers: Kimberly A. Bass, vice president, ambulatory operations, Cooper University Health Care

Linda Valenti, RN, BSN, MSN/MBA, associate vice president, ambulatory operations, Cooper University Health Care

Achieving organizational outcomes requires highly engaged teams. The pandemic posed significant, never-before-seen challenges for leaders engaging staff and providers. However, innovation drove engagement through a concerted effort to reduce stress by ensuring standardized, frequent communication (plans), standing agenda items (updated policies and procedures), increased rounding, tools designed to identify escalating stress, standing recognition opportunities, educational videos from subject matter experts, and more. This presentation, featuring video clips and case studies, will share standardized tools and behaviors to utilize in times of rapid and dynamic transitions when there isn’t the appropriate amount of time allotted for traditional change management.
 
This session will provide you with the knowledge to:

1. Outline an assessment of barriers to engagement objectives as evidenced by completion of a fishbone diagram and/or a risk assessment/prioritization tool
2. Organize an action plan designed to achieve engagement outcomes for their organization as evidenced by completion of an action plan tool
3. Point out quality objectives via completion of a control plan tool

1. Recognize current trends in telehealth care modalities and the value of telehealth moving forward
2. Identify methods and examples that led to the creation of telehealth-first insurance products
3. Define scalable, replicable strategies for innovating telehealth practices that transform patient experience and health outcomes

ACMPE: .5

Content area: Operational Excellence

Join your cohort and partners to discuss top challenges and solutions in the Synergy Clubhouse-a VIP lounge dedicated to solving industry needs.  Drop-in to participate in one of the conversations committed to solving your cohort’s top challenges.

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Basic | Comprehension | Traditional 
Content area: Operational Excellence

Speaker: Matt McDonough, JD, MB, vice president, national network strategy, UnitedHealthcare

UnitedHealthcareOur health care system is unsustainable – it’s too complex and too costly. We need solutions that will bring real and lasting change to simplify processes for healthcare professionals and help patients lower their out-of-pocket costs. This session will highlight a case study that features an innovative physician engagement and rewards model that transforms how we work together to better support patient care through elevated engagement, enhanced service, and digital solutions.  Attendees will share perspectives around collaborative performance metrics, incentives, and rewards for physician groups, helping to inform future programs that advance our shared commitment by connecting patients to high-quality, cost-efficient care. Additionally, attendees will learn how we’re collaborating with health care professionals through a four-market pilot of High Performing Physicians.

This session will provide you with the knowledge to:.

1. Explore the power of data and insights to drive a better consumer experience, improved health outcomes, and more affordable, high-quality care.
2. Describe best practices around engaging providers and sharing actionable data with all practices, not just high performing, to further enable performance. 
3. Provide perspectives on clinical and network performance metrics, discuss engagement opportunities and offer input on rewards and incentives that will drive collaboration based on practice size and role.

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic  | Comprehension 
Content area: Transforming Care 

Speakers: Craig McDonald, senior vice president, virtual care, PatientPoint 
 
Kelly Ladd, chief executive officer, Piedmont Internal Medicine 
    
Donna Murphy, chief  revenue officer, Remote Care Partners 
 
Remote Patient Monitoring (RPM) is now an important tool within the patient care journey to improve clinical outcomes and produce higher patient satisfaction scores. Join this session with a CEO of a multi-group practice to learn how they were able to implement a remote patient monitoring program within 30 days. Attendees will discuss how RPM expanded patient outreach, improved patient compliance with chronic care management and preventive services, created practice efficiencies, and increased revenue within the practice.   

This session will provide you with the knowledge to:

1. Describe how to implement a remote patient monitoring program within 30 days effectively  
2. Identify top criteria to consider when choosing a remote patient monitoring platform.  

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic | Comprehension 
Content area: Operational Excellence 

Speaker: Donald A. Balasa, JD, MBA, chief executive officer, American Association of Medical Assistants

There has been widespread confusion and inaccurate legal information about medical assistants’ (MAs’) scope of work. This is due, in part, to the fact that some states’ laws do not refer to “medical assistants” by name, but classify MAs under a general category, such as “unlicensed assistive personnel.” Another factor is that the scope of work differs depending on whether the delegating provider is a physician, nurse practitioner, or physician assistant. Finally, the COVID-19 pandemic has necessitated expansion in MAs’ scope of work. Many of these advanced tasks are likely to be permanent because they have been codified in statutes and rules. This session will help medical managers and other parties understand the expanded legal scope of work for MAs and make appropriate changes in staff structure and division of labor that will increase the effectiveness and efficiency of health care delivery.

This session will provide you with the knowledge to:

1. Identify state and federal law changes applicable to medical assistants working in their relevant specialty areas.
2. Describe staffing structures that utilize medical assistants with expanded scope of work.

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Intermediate | Analysis 
Content area: Financial Mastery

Speaker: Krisi Hutson, product line director, Availity

According to a recent Accenture study, 91% of patients say it is important to know their out-of-pocket costs upfront, and 47% would consider switching providers to understand their costs at the time of scheduling. As the No Surprises Act and price transparency legislation take center stage, providers need advanced technology solutions that deliver accurate, procedure-specific patient coverage data now more than ever. This session will discuss why providers should view these new regulations as an opportunity to improve processes that increase patient and employee satisfaction. 

This session will provide you with the knowledge to:

1. Outline provider obligations with price transparency
2. Examine opportunities to increase employee and patient satisfaction related to price transparency

​ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic | Comprehension 
Content area: Financial Mastery 

Speaker: Joseph Nicholson, DO, chief medical officer, CareAllies

Health care providers tend to refer to value-based arrangements as "risk contracts," citing fears of not being reimbursed in situations where delivered care exceeds the clinical thresholds set by payers. The COVID-19 pandemic helped illuminate the multiple types of risk that can bring financial stability during uncertain times. After the last year of rollercoaster revenue, the fear of risk can no longer be the reason why practices do not move beyond the traditional fee-for-service model. This session will help organizations understand what is necessary to move into an effective value-based arrangement, how risk arrangements can provide financial stability and enhance patient outcomes. Use cases will highlight how aggregating and normalizing data from current technology systems can lead to actionable insights that provide effective ways for providers to engage with patients, meet quality metrics and create long-term patient relationships. 

This session will provide you with the knowledge to:

1. Describe innovative arrangements through collaborative partnerships centered around value-based care. 
2. Explain the value of partnering to aggregate data and optimize both clinical and financial performance

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Basic | Comprehension 
Content area: Transforming Patient Care 

Speakers: Lindsay Allen, director, business analytics and medical economics, Physicians Group Services
 
Jeremy Powell, chief executive officer, Acclivity Health Solutions
 
After several years of struggling to succeed with their risk-sharing and shared savings contracts, Physicians Group Services (PGS), a large independent physicians group in NE Florida, made a substantial investment in a new Quality/Risk department. The goal was to improve quality care and manage utilization for their high-risk and high-cost Medicare and Medicare Advantage patients. An important part of that investment was a connected care platform that provides a 360-degree view of their entire patient population, with the data and workflows they needed to ensure that their patients were receiving the appropriate care at the right time. Join this session to learn how PGS increased quality-related revenue by 110 percent and has continued to increase average bonus payments by 30% each year.
 
This session will provide you with the knowledge to:

1. Describe the structure and operations of a quality department, including what staff you need, what their respective responsibilities should be, and how to communicate the department’s value to your clinicians
2. Identify the technology and data needed to improve the understanding of patient populations, including insights into cost and utilization risk, medication compliance, mortality risk, and psychosocial issues

ACMPE: .5

Content area: Leading People 

Join your cohort and partners to discuss top challenges and solutions in the Synergy Clubhouse-a VIP lounge dedicated to solving industry needs.  Drop-in to participate in one of the conversations committed to solving your cohort’s top challenges.

Continuing Education Credits are not Available for This Session 

Speaker: Andrew Hajde, CMPE, assistant director, association content, MGMA

Since 1956 the American College of Medical Practice Executives (ACMPE), the credentialing body of MGMA, has defined Body of Knowledge for our profession.  Providing Certificates, Board Certification, and Fellowship opportunities to healthcare executives seeking advanced knowledge and credentials to verify their proficiency in the industry based on the Body of Knowledge. This session will review the professional development opportunities offered by ACMPE and how to achieve them. 

This session will provide you with the knowledge to: 

1. Describe the foundation and value of ACMPE Certificates, Board Certification and Fellowship
2. Identify the different credentialing opportunities to select your next professional development journey
3. Explain the requirements to complete, achieve, and uphold the various ACMPE credentials 

Continuing Education Credits are not Available for This Session 

Speaker: Lauren Jones, senior account manager, MGMA

An attendee can talk to an expert about MGMA DataDiscovery’s core functions and capabilities, how it differs from other data benchmarking platforms and the KPIs it focuses analysis on. Also expected is to get comprehensive insight into exactly how it can fit into any organization
 

ACMPE: 1. | AAPC: 1. |ACHE: 1. | CME: 1. | CPE: 1.2 | CEU: 1.

Traditional | Intermediate | Analysis
Content area: Leading People 

Speaker: Erica Dhawan, award-winning keynote speaker and author
 
We live in a world of endless meetings, emails, and constant cross-team dysfunction, duplication and delays. Our collaboration skills aren't always working to unlock better value in our business. As radical a concept as Emotional Intelligence was in the 90s, Connectional Intelligence is turning people into super connectors who accelerate innovation, break down silos and foster breakthrough bottom-line impact by harnessing the power of networks. Healthcare leaders simply can not solve all the problems in their practices by themselves. An effective leader must have the ability to harness the power within their teams and their network.  Attend this general session for strategies to use connectional intelligence to tap into to accomplish big things.
 
This session will provide you with the knowledge to:

1. Apply successful tactics to address communication overload and foster authentic, innovation-driving relationships
2. Discover tools to break down silos and keep teams aligned, accountable, and motivated both in-person and online
3. Complete specific actions to foster loyalty, respect, collaboration, and innovation across stakeholder networks, regardless of physical distance

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Basic | comprehension 
Content area: Transforming patient Care

Speaker: Jessica Ellis-Wilson, CMPE, principal, Practical Management Consulting

Our society – in America and around the globe – has embraced some terminal flaws. Many of our daily pain points like isolation, societal disparities and inequities, and systemic bias can be assuaged – if not eliminated – by embracing empathy, compassion, and kindness for ourselves and those around us. Join this session to see how following a few simple steps can lead to the kindness that fosters better relationships and stronger organizations.

This session will provide you with the knowledge to:

1. Review the research on how a shift towards empathy, compassion, and kindness can make a difference.
2. Discuss how to create and shape this shift in ourselves and our teams, workplaces, and organizations.
3. Identify how to help those around by embracing and embodying a culture of empathy, compassion, and kindness

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Traditional | Analysis 
Content area: Strategic Decisions

Speakers: Isabelle Bibet-Kalinyak, JD, MBA, attorney and partner, BRACH EICHLER, LLC

Rajesh U. Kothari, CFA, managing director and founder, Cascade Partners LLC

There are several options for medical practice lifecycle growth and success beyond private equity (PE). This session, led by a healthcare attorney and an investment banker, will outline the broader range of options for providers, including practice expansion on their own; forming/utilizing a management services organization; joining an independent practice association (IPA); combining/merging practices; joining a hospital; or partnering with PE. The speakers will explain factors to consider; key challenges and opportunities with various strategies; preparation; regulatory requirements; and the mid- to long-term implications from business, HR and capital standpoints. This session will provide you with the knowledge to:

1. Prepare partners for discussions about growth/lifecycle options as you evaluate strategic options
2. Examine the pros and cons of each lifecycle option
3. Outline action items for corporate housekeeping in preparation of growth options

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Analysis | Intermediate | Traditional 
Content area: Leading People

Speaker: Gretchen Napier, MSHA, SHRM-SCP, CMC, medical practice specialist, SVMIC

We all have biases, and as a result, so do the organizations we build and lead. But talking about these biases and feeling confident addressing them is difficult for most of us. In this presentation, Ms. Napier gently empowers attendees with information and step-by-step strategies to work against institutional bias. With a foundation of research on how biases become embedded in our thoughts and our workplaces, participants will consider reflection questions to privately examine their personal biases. Checklists and sample performance standards mobilize attendees with tools they can use to take immediate action. The session concludes with three real-life medical practice case studies implementing the step-by-step process, with small-group discussions included. Biases discussed include racism, sexism, hiring and advancement bias, as well as customer and retribution bias. In a divided culture, this session is designed to help us create a world that works for everyone.

This session will provide you with the knowledge to:

1. Distinguish at least three types of bias
2. Breakdown causes of bias within your organization
3. Prepare steps for accountability and ongoing measurement that ensure continued focus and progress toward goals

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Application | Traditional 
Content area: Strategic Decisions

Speaker: Nathan Kaufman, MS, managing director, Kaufman Strategic Advisors Providers sometimes find themselves at an informational disadvantage to payers when negotiating contracts. Learn about the increasingly transparent, publicly available payer information, cutting-edge data platforms and provider-focused actuarial tools that can help level the playing field. Practices and hospital systems understand their own business, how to manage care effectively and improve quality. However, health plans that partner or negotiate with providers may view costs and the delivery of care in a different light and will negotiate contracts on their terms. This session will help providers understand the tools available to them to bridge the gap between providers and payers when negotiating contracts. This session will include an overview of physician compensation and the quality of care; communicating how the quality of care translates to value for the payer; understanding the actuarial cost model (e.g., what percentage of claims should physicians, pharmacies, etc., receive and how that differs between well managed and poorly managed care; creating reimbursement benchmarks; what reimbursement levels to pursue; and how to leverage public data to level the contract negotiation playing field. This session will provide you with the knowledge to:

1. Discover sources of data useful in payer contract negotiations
2. Employ an actuarial cost model for benchmarks for negotiations and justifications for contract proposals
3. Use new data and tools for stronger narratives and more informed negotiation positions with payers

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Application | Intermediate 
Content area: Financial Mastery

Speaker: Doral M. Jacobsen, FACMPE, chief executive officer, Prosper Beyond

Tracking and trending physician revenue cycle key performance indicators (KPIs) is crucial to the financial health of any physician practice. While practices may have a handle on traditional revenue cycle management KPIs, payer contracting KPIs are not always calculated, trended or tracked. This session is a deep dive into payer contracting KPIs, sharing metrics, calculations and impacts. Attendees will hear many real-world examples of practices putting payer contracting KPIs to the test and reaping the benefits. The session will include breakout exercises leveraging the knowledge of attendees and build accountability partnerships that can be carried forward. Participants will leave with a clear understanding of what to measure in the payer contracting realm and what actions to take to be successful with payer contracting.

This session will provide you with the knowledge to:

1. Discover the methods of selecting and calculating payer contracting KPIs
2. Use best practices for interpretation and trending of payer contracting KPIs
3. Produce payer contracting KPIs in your practice’s core financial reporting package

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis 
Content area: Operational Excellence

Speakers: Peter Altschuler, CPA, director, BRG

Jeff Zwick, consultant, BRG

Jenny Lanier, director, ambulatory operations, The University of Texas Medical Branch Analytics that are readily available for the day-to-day life of a clinic manager form the foundation of ongoing success in managing skill mix and staffing levels before small issues begin to snowball. Analytics can help address staffing needs by identifying busy periods where additional resources are required for patient care and also valleys where there are opportunities to flex staffing. By using a demand-based algorithm to forecast staffing needs up to 10 days in advance, managers can act before a shortage occurs. This session will analyze skill mix and resource utilization with session-based dashboards that enables managers to visualize their available capacity and avoid high-stress peaks retroactively and prospectively. The presenters will demonstrate a retroactive tool that allows for comparison of targets for skill mix and overall staffing levels allowing managers to custom-define their sessions. By using a demand-based algorithm to forecast staffing needs, managers will be able to act before a shortage occurs. Presenters will also focus on an in-depth review of the practices that enable managers to maintain financial and operational performance in a fast-changing environment.

This session will provide you with the knowledge to:

1. Calculate high- and low-demand care delivery and staffing periods
2. Prepare a session-based skill mix that factor in demand, acuity, and available capacity
3. Breakdown staffing and resource needs within individual clinics and across groups of similar clinics

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Leading People
Application | Intermediate | Traditional 

Speaker: Susan Fink Childs, FACMPE, founder and president, Evolution Healthcare Consulting

There is no such thing as overcommunicating these days. We must be able to explain clearly and be understood as we make decisions affecting our practice each day. In this interactive workshop, attendees will get an introduction to emotional intelligence (EI), focusing on individual awareness and relationship management. Attendees will learn the cues that set us off and how to balance dynamics in the most productive and positive way via examples of real-life scenarios for handling staff, performance issues and affirming your best players. Attendees will be given worksheets and handouts to help them work to improve their EI and implement changes upon returning to your practice once you've tapped into your EI to affirm your personal leadership.

This session will provide you with the knowledge to:

1. Employ new techniques with EI and communication, body language and mirroring
2. Demonstrate how EI can improve your leadership and develop awareness in your staff members and physicians
3. Produce a respectful and insightful working partnership between you, your physicians and board

ACMPE: 1. | AAPC: 1. |ACHE: 1. | CME: 1. | CPE: 1.2 | CEU: 1.

Traditional | Basic | Comprehension 
Content area: Leading People 

Speaker: Erik Wahl, internationally recognized artist, TED speaker and No. 1 bestselling author 

Today's leaders face pressure to innovate—or else perish—unlike any other time in history.  Advances in social, mobile and cloud technology, coupled with fierce global competition, have made the business landscape nearly unrecognizable from what it was a mere ten years ago. Erik Wahl's entertaining and invigorating Art of Leadership presentation paints a compelling new portrait of how the successful leaders of tomorrow will look. He inspires audiences to shed old ways of thinking and "business as usual" processes that are outdated, inefficient and detrimental to productivity. Attend this session to see how leaders who demonstrate authenticity, curiosity, exploration, and purpose lead to more meaningful connections among team members, clients, and customers—and ultimately, a more profitable organization.    

This session will provide you with the knowledge to: 

1. Describe innovative solutions to further your organization.
2. Identify new ways to attract and engage employees.
3. Discuss new efficiencies and the end of detrimental redundancies.

ACMPE: .5

Content area: Strategic Decisions 

Join your cohort and partners to discuss top challenges and solutions in the Synergy Clubhouse-a VIP lounge dedicated to solving industry needs.  Drop-in to participate in one of the conversations committed to solving your cohort’s top challenges.

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Content area: Financial Mastery
Traditional | Basic | Comprehension 

Speaker: Christine Fontaine, Waystar

It’s not news that patients’ payment responsibilities are increasing along with the complexities of how health benefits are administered. Recent regulations that address surprise billing and price transparency are intended to protect the patient; however, compliance from a provider perspective can be frustrating and expensive. Healthcare executives must not wait for a mandate to build a strategy to comply with these regulations. Join this session to learn how to develop a patient financial communication journey to uncover more effective ways to identify coverage, provide transparency into patient responsibility, and collect more while improving patient satisfaction.  

This session will provide you with the knowledge to:  

1. Describe how to communicate financial obligations to patients effectively  
2. Identify ways to improve revenue and efficiency

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Content area: Operational Excellence
Traditional | Basic | Comprehension

Panelists: Dan Catan, vice president, digital transformation, CBOS 

Angela Johnson, chief financial officer, Willow Crest Hospital  

Janet Palmer, director, human resources, Willow Crest Hospital 

Moderator: Tom Vogel, clinics business lead, Deputy 

Finding and hiring the right qualified staff can be daunting. The administrative load once you find the right hire gets even more complicated with onboarding, scheduling, and payroll. SaaS technology can streamline that. This session will discuss some of the best end-to-end solutions to make your hiring process a breeze - start to finish.

This session will provide me with the knowledge to: 

1. Identify the benefits of connectivity between HR, Payroll and Workforce Management Systems.
2. Review staff scheduling and ensuring coverage for the day to day as well as the unexpected.

ACMPE: .5 | AAPC: .5 |ACHE: .5 | CME: .5 | CEU: .5

Traditional | Intermediate | Analysis
Content area: Financial Mastery

Speaker: Oraida Roman, vice president, value-based strategies, Humana

Bundled payment models allow payers to expand the application of value-based care directly to specialists, offering aligned incentives around a particular episode type to reward high quality and lower costs. Bundled payment programs leverage strong provider engagement supported by detailed data and analytics to allow payers and specialists to align around high-value care pathways that ultimately deliver the best outcome for the patient, while removing unnecessary costs from the health care system. To date, studies have shown bundled payment models to be a promising strategy to reduce episode spending, primarily by optimizing site of care selection limiting the use of post-acute care services. Bundled providers have seen considerable success integrating these value-based models. It has also allowed for new engagement and interaction between specialists and payers.

This session will provide you with the knowledge to:

1. Diagram the focus and duration of specialty bundles
2. Analyze risk stratification within specialty bundles and  examine how to profile and incentivize physicians in these types of bundles

Session Details Coming Soon!

ACMPE: .5

Content area: Financial Mastery

Join your cohort and partners to discuss top challenges and solutions in the Synergy Clubhouse-a VIP lounge dedicated to solving industry needs.  Drop-in to participate in one of the conversations committed to solving your cohort’s top challenges.

Session Details Coming Soon!

Session Details Coming Soon!

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Interactive | Basic | Comprehension
Content area: Government Affairs
 
Speakers: Speakers: Claire Ernst, JD, director, government affairs, MGMA 

Matt Devino, MPH, associate director, government affairs

Kelsey Haag, MPH, associate director,  government affairs, MGMA 

Anders Gilberg, MGA, sr. vice president, government affairs, MGMA 
 
Physician practices face ballooning federal regulatory mandates that impede innovation, drive up costs, and stand in the way of delivering better care for patients. While certain federal regulations may result in standardization across the industry and thus reduce burden, many impede patient care and access. Join MGMA Government Affairs for an interactive session that will shine a spotlight on legislative and regulatory efforts to provide medical groups with relief from the government red tape.
 
This session will provide you with the knowledge to:

1. Evaluate regulatory burdens impeding physician practices
2. Explain recent efforts to mitigate federal regulatory burdens
3. Recognize MGMA’s advocacy efforts on behalf of medical practices

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Basic | Comprehension | Traditional 
Content area: Transforming Patient Care 

Speakers: Stephen Bekanich, MD, co-founder and chief medical officer, Ascension Health; chair of the board, ACO

Steve Wardle, MBA, chief executive officer and co-founder, Iris Healthcare Unnecessary care delivered to people with serious illnesses is one of the largest drivers of waste in our healthcare system and creates poor outcomes for everyone, including health plans, providers and members. Advance care planning (ACP) has been proven to address this problem by allowing individuals to communicate end-of-life preferences through conversations with healthcare professionals and document these preferences in an advance directive. While ACP has been shown to dramatically improve the member experience (and sometimes life expectancy), it has largely been avoided due to the sensitivity of the topic. Developing an ACP program to support clinicians and members through the ACP process helps reduce unnecessary healthcare utilization and cost while improving quality of care, health outcomes and healthcare worker satisfaction. In this session, we will provide evidence of four key outcomes from ACP, along with practical solutions to engaging members with serious illness in one of the hardest conversations in healthcare.

This session will provide you with the knowledge to:

1. Recognize how ACP supports key outcomes
2. Review the barriers to adoption of ACP
3. Identify practical solutions to increase adoption of ACP

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis 
Content area: Transforming Patient Care

Speaker: Lindsay Zimmerman, PhD, MPH, managing principal, research and engagement
  We often talk about putting patients at the center of their own care, but do they understand what to do, where to go and when to get care? Have we made it convenient and easy? Do you know why patients would be personally motivated to take that next step in their care? Using legacy approaches such as outbound calls, mailers and impersonal templated messages can be ineffective (and expensive). Your patients expect and deserve a personal experience that anticipates their needs. This session will explore how an omnichannel, frictionless and data-driven process can engage your patients as individuals and motivate them to get the care they need from you. Attendees will learn case-study examples of the impact of digital transformation on patient experience across care coordination enrollment, necessary care completion, episode of care navigation and COVID-19 response.

This session will provide you with the knowledge to:

1. Compare Northwestern Medicine and Riverside Health's approaches to building trusted relationships with patients to drive necessary visit completion
2. Outline an omnichannel, data-driven and frictionless process to guide the right patients to the care they need
3. Inspect the post-COVID-19 environment to adjust your organization's patient experience approach

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Application 
Content area: Financial Mastery

Speaker: Paola Turchi, MSHCA, FHFMA, CMPE, CPC, sr. vice president, client success, Global Healthcare Resources The biggest challenges facing healthcare today — consumerism, high-deductible plans, price transparency, uninsured/underinsured patients and high denial rates, just to name a few — have prompted some practices to move their reactive time-of-service or post-visit processes to be completed in a proactive model before patients show up for appointments. This session will explore how organizations with a proactive model are capturing accurate demographic data, checking eligibility, obtaining prior-auths, estimating patients' out-of-pocket expenses, communicating payment expectations and successfully collecting pre-payments. Attendees will learn how to continuously improve this model by evaluating the accuracy of the estimates and by leveraging denial management tools to identify additional opportunities for improvement based onreal-life examples of revenue cycle processes that excel in a proactive model, supported by a continuous feedback loop and actionable data. Participants will leave the session with tools to identify opportunities and metrics to measure their success.

This session will provide you with the knowledge to: 

1. Solve issues inherent to reactive revenue cycle models
2. Produce pre-visit, proactive revenue cycle processes
3. Report metrics and key performance indicators to measure success

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Application 
Content area: Leading People

Speaker: Oscar Moreno, III, MBA, CMPE, practice manager II, HCA

Individuals in leadership positions sometimes feel they have reached the pinnacle of their career and take on an authoritarian leadership style, which may slow progress of the group. Agile leadership, while incorporating principles of humility and servant leadership, sets the stage for a better work environment. It puts the leader as the role model instead of a micromanager. A humble leader helps the employees to recognize their strengths and improve upon themselves, as well as identify and improve on areas of weakness. By doing so, the leader empowers each employee to grow in his/her respective role. When frontline workers are empowered, they create better, more efficient ways of doing things. This promotes accelerated forward momentum in the practice that impacts everything from volume to patient satisfaction. Agile leadership also prepares the practice for unforeseen circumstances. When frontline workers are empowered, they are ready to act with little guidance allowing leaders to focus on the more urgent matters. This presentation will define agile leadership, humility and empowerment of frontline workers, and feature interactive, roundtable discussion about differences in leadership styles. The speaker will share his experience in weathering a Category 5 hurricane and how agile leadership helped prepare the practice for the pandemic.

This session will provide you with the knowledge to: 

1. Discover the key characteristics of humble leadership and how to apply the principles in their own spheres of influence
2. Employ the basic principles of agile leadership and the tools necessary to begin building an agile team
3. Produce humility and agile leadership that empowers frontline workers to drive forward momentum of the practice

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis
Content area: Strategic Decisions

Moderators: Ronnen Isakov, CPA, managing director, Medic Management Group, LLC

Robert Hague, Medic Management Group, LLC Speakers: Jennifer Dauer, chief strategy and transformation officer, The Ohio State University Wexner Medical Center
Gregory Calosso, sr. director, business initiatives and alliances, Dana-Farber Cancer Institute

Prior to 2020, the landscape for practice alignment was complex and varying by region, locale and health system. The pandemic added another layer of operational complexity and financial struggles for many practices and health systems. This panel discussion, moderated by Ronnen Iskaov and Robert Hague of Medic Management Group, features how three leaders in the provider space have continued to align with community-based practices in their markets while balancing lower patient throughput, greater costs and an increasingly complex regulatory and payer landscape. The panelists — representing academic medical centers, community health systems and multispecialty physician groups — will detail How alignment strategies such as employment, PSAs, co-management agreements and directorships are still the norm in the marketplace, but the terms, targets and structure of these deals are under increased financial pressure. Additionally, the specialty targets of these alignments continue to change in response to the community and patient needs in each market.

This session will provide you with the knowledge to: 

1. Collect key items to consider when integrating into a group from the perspective of the system and physician
2. Compare real-world examples of outside-the-box alignment strategies from academic, community health and multispecialty medical groups
3. Examine trends in the alignment space and future expectations

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis
Content area: Leading People 

Speaker: Shane Jackson, president, Jackson Healthcare
 
When leaders take the time to identify their values and beliefs as a company and then authentically communicate them to their team, they create an atmosphere of effective communication and decision making. This is especially important when making tough decisions in tight timelines as we have had to do amid the pandemic. In this session, the speaker will explore what culture is, what causes groups to have different cultures and the levers leaders can use to influence the culture within their organizations. The session will highlight how leaders can learn to cultivate and articulate not only their own values and beliefs, but those of the group they are leading as a means to shape their organization's distinct culture.

This session will provide you with the knowledge to: 

1. Examine workplace culture, including tips for getting the culture conversation started when they return to work.
2. Diagram how to insert their organization's purpose, values and beliefs into the decision-making process.
3. Outline three strategies based on real-life scenarios on how to maintain workplace culture in changing and/or challenging times, like a global pandemic

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Interactive | Intermediate | Application
Content area: Leading People

Speakers: Ronald Menaker, FACMPE, Ed.D., CPA, administrator, Mayo Clinic
Michael O'Connell, MHA, FACMPE, FACHE, chief operating officer, Stanford Medicine Partners

1. Discover the multifaceted perspectives in addressing leadership capabilities around resilience, confidence and optimism
2. Distinguish ways to bring out one's best self with resilience, confidence and optimism strategies
3. Apply effective resilience, confidence and optimism behaviors in your medical practice

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Evaluation | Advanced | Traditional 
Content area: Operational Excellence

Speaker: Todd D. Grages, president and chief executive officer, Methodist Physicians Clinic Creating a culture of excellence is the foundation of any organization's success in realizing consistent and continuous high performance. We're not talking about simply doing better — we're talking about a medical group with performance in the top 10% nationally year after year. It's a practicing physician-led organization with a culture where practicing physicians succeed and fail on their own merits. It's an organization where the practicing physicians learn from their good decisions and bad decisions, creating an army of physician leaders! These practicing physicians need to lead, as their medical group doesn't have any operational medical directors including not having a CMO. This session will explain three different and unique ways to assess the culture of your organization. It will discuss physician job satisfaction and the keys to success in improving it. The session will show the direct correlation a culture of excellence has to physician job satisfaction and medical group performance. It will also show the correlation between high job satisfaction to higher performance and how high scores in time spent at work in a medical group impacts physician burnout. This session will provide you with the knowledge to: 

1. Assess the culture of their organization and where there are barriers to positively advancing the culture
2. Establish keys to success in improving physician job satisfaction and mitigating burnout
3. Evaluate opportunities for physicians to succeed and fail on their own merits, absent operational medical directors or a CMO

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Basic | comprehension 
Content area: Leading People

Speaker: Jessica Ellis-Wilson, CMPE, principal, Practical Management Consulting

When considering cultural competence and diversity, equity, and inclusion work, leaders can easily feel overwhelmed figuring out where to start leading change within their organizations. This high-level overview will level-set attendees’ understanding of cultural competence and DEI work and empower them with simple, actionable steps to evolve their organizations.

This session will provide you with the knowledge to:

1. Describe what is meant by cultural competence, diversity, equity, and inclusion.
2. Review the research on health disparities linked to lack of cultural competence.
3. Identify how to embrace diversity, equity, and inclusion by manifesting a culture of empathy, compassion, and kindness in ourselves, as well as in our teams, workplaces, and organizations.

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis
Content area: Leading People

Speakers: Kristin Baird, RN, BSN, MHA, president and chief executive officer, administrator

Jessica Bush, RN, BSN, patient experience consultant, Surgeon's Choice Medical Center

It's time to re-examine assumptions about turnover while exploring low-cost and no-cost steps to improve retention. The rate and cost of turnover in medical practices impacts morale, productivity, quality and reputation. This session combines case studies with discussion, lecture and polls for a hands-on, interactive and informative experience that takes an honest look at the numbers and focuses on what leaders can do to create and sustain a more engaged, loyal workforce. This session will examine the true cost of turnover and what can be done to retain your existing staff by keeping them engaged and invested in the organization. Attendees will learn eight actions leaders can take to strengthen the culture and become the leader nobody wants to leave. Participants will receive a self-evaluation tool and a framework for creating a three-step action plan for improving engagement and retention.

This session will provide you with the knowledge to:

1. Examine the costs of employee and provider turnover (financial, quality, morale and reputation)
2. Distinguish eight actions every leader can take to start increasing engagement and decreasing turnover
3. Outline a retention strategy and concrete action plan

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Traditional | Intermediate | Analysis
Content area: Strategic Decisions

Speakers: Beth Leonard, chief corporate affairs officer, Emblem Health/Advantage Care Physicians of NY

1. Understand a comprehensive method for forecasting ambulatory care needs, using current data, population use rates and operational targets for resource utilization
2. Appreciate the insight provided by data analyses, clinical operations staff, interior designers, and post-occupancy evaluation for the ideal ambulatory facility.
3. Hear lessons learned from engaging patients/members about their priorities for affordable, accessible and quality healthcare

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content Area: Operational Excellence
Traditional | Basic | Comprehension 

Speaker: Donovan Miske, CMPE, Executive Director, Kona Medical Consulting

One of the most critical metrics for a practice to analyze is Appointment Efficiency. This metric is a direct test that indicates your scheduling staff's performance, the potential need to recruit more providers, how patient visits are managed overall and how that management can improve. This metric is hard to generate in EMRs and is often neglected. However, with a simple calculation that we will teach in this presentation, most practices that use this metric quickly find its immense value. This metric aims to help you calculate the best unit value for your patient appointments and increase patient care and profitability by adhering to that unit value while also increasing a provider's efficiency and effectiveness.
 
This session will provide you with the knowledge to:

1. Identify the formula to calculate Appointment Efficiency.
2. Discuss how utilizing Appointment Efficiency within a practice can help to increase efficiency and profitability while also improving patient care.
3. Describe what appointment efficiency is and how utilizing this metric will help you analyze how your practice is spent and improve its efficiency

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Intermediate | Application | Traditional 
Content area: Financial Mastery

Speaker: Marcia Brauchler, MPH, CPC-I, FACMPE, CPHQ, president and founder, Physicians' Ally, Inc
 
In an ever-changing healthcare marketplace, it's interesting to see how the payers are attempting to control their provider networks to bring more stability to their bottom line. This can have massive operational and financial ramifications on your practice. This session will detail what is popping up in payer contract language and fee schedules, as well as proven strategies for addressing it. For example, if your specialty is considering anything cutting edge [such as office-based labs (OBL)], watch out for limitations on new technology. Other key areas this session will address are prohibitions on pass-through billing, as well as attempted limits on private practice acquisitions via non-assignment clauses. Attendees will learn actual language from payer agreements to wathch for, as well as helpful reminders about traditional language terms that can have an adverse financial impact on your practice (e.g., notice of material changes, term language lock-ins, all product participation requirements, penalties for non-timely demographic updates).
 
This session will provide you with the knowledge to: 

1. Discover new language relevant to billing operations that directly and adversely impact revenue, including the incorporation of new E/M documentation standards in commercial agreements
2. Employ strategies to reduce obligations imposed by compliance and credentialing requirements often found in payer contract language
3. Use real-life examples of new payer contract language to avoid additions that could impede a practice's strategic growth plan in areas such as expanded ancillary services, practice acquisition and new locations

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Comprehension | Basic | Traditional 
Content Area: Operational Excellence

Speaker: M. Lee Holmes, MHA/MBA, FACHE, FACMPE, chief executive officer, MediCor Health  

Healthcare organizations are increasingly being targeted by cyber criminals via ransomware attacks. Medical groups need to better understand the full scope of the threat and have a plan to respond both proactively to prevent attacks. The presentation will review a business and operational plan to mitigate the severe threat of a cyber-attack through pre-attack, during the attack and post-attack. Cyber criminals are attempting hundreds of thousands of attacks per day on medical organizations. The presentation will allow the attendee to become more educated on the risks, Improve preparedness, enhance defensive position, and mitigate financial risk.  

This session will provide you with the knowledge to: 

1. Describe the operational, clinical, financial, and legal threats posed by a cyber attack 
2. Identify the contents of a thorough cyber attack preparation plan to include: insurance, education, prevention, data preservation, and recovery 
3. List the regulatory requirements and financial liability of a presumed breach

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Content area: Transforming Patient Care

Traditional | Intermediate | Analysis  

Speaker: Ashok Roy, MD, MPH, MBA, chief medical officer, Caravan Health  

Population health can be an uphill climb for healthcare providers. The ability to effectively gather and apply data is becoming increasingly important, yet many providers are unable to successfully connect their data to improving primary care. By using enhanced population health data coupled with value-based technology tools and resources, providers can achieve more actionable information than ever before. This session highlights how to use claims data and population health software to achieve top quality scores, double 340B drug payment revenue, and provide better care for patients. Presenters will describe how ACO participants can leverage claims data and population health solutions to overcome common workflow challenges, exceed financial performance metrics and improve the quality of care provided to patients. Attendees will understand the value of strong data management methods to gain physician buy-in and reduce clinician burnout. Presenters will also outline the business case for using population health data solutions as a sustainable source of revenue.

This session will provide you with the knowledge to:

1. Outline how value-based care tools and software can streamline workflows and improve efficiencies
2. Survey how health systems and providers can leverage ACO data analytics to improve quality outcomes and revenue streams
3. Examine real-world case studies of hospitals and providers achieving outstanding performance in value-based care through enhanced data and technologies

1. Discover root causes for patient emotions and the importance of remaining calm and validating feelings without admitting fault  
2. Employ questioning techniques that help patients move from emotional to process thinking and yield info to begin the solvability process  
3. Produce scenario-based strategies for your staff to make the right decisions in offering solutions  

1. Identify key mistakes that small to medium-sized group practices make  
2. Interpret advice from two experienced medical practice executives on how to avoid making these mistakes  
3. Recognize proactive choices your group can make to secure its future, whether as an independent practice or part of a larger organization  

1. Examine the importance of compensation strategy in your progress toward value and high performance  
2. Prepare compensation best practices, including balancing productivity and non-productivity-based incentives, selecting appropriate rates and incentivizing team-based care.  
3. Breakdown how current trends are impacting provider compensation  

ACMPE: 1 | AAPC: 1 |ACHE: 1 | CME: 1 | CPE: 1.2 | CEU: 1

Analysis | Intermediate | Traditional 
Content area: Transforming Patient Care

Speaker: Bret Connor, senior vice president, chief customer officer, athenahealth  

The COVID-19 pandemic disrupted the financial security of many healthcare organizations, as traditional revenue streams based on fee-for-service (FFS) plummeted. Many practices that had pivoted to value-based care (VBC) to diversify their business saw less of a financial impact when those volumes plunged. In this session, the speaker will highlight why organizations need to be able to operate in both FFS and VBC models for a more holistic approach to patient care. He will discuss risk-stratifying patients by identifying and engaging the most vulnerable, high-risk patients and ensuring they get the preventative care they need, and how it helps drive down costs and improve outcomes for all. He will also reveal the most effective strategies for organizations to recruit and retain the right patients by driving a high-quality and personalized patient experience in person and virtually.   

This session will provide you with the knowledge to: 

1. Examine the pandemic's impact on visit volume and practice finances as it relates to business optimization and value-based care   
2. Outline a holistic approach to patient care using integrated technologies, including EHRs and telehealth platforms to stay engaged and connected with patients   
3. Classify patients by risk factors, regional access and economic variables to support better clinical and financial outcomes  

1. Identify career options including administrative fellowships, leadership programs, payers, and administrative jobs at a health system  
2. Discuss strategies and tips to ensure success while navigating through a new organization, whether at a fellowship, leadership program, or start-up 
3. Describe the knowledge and skills needed to transition to the next opportunity early in your career

ACMPE: 3 | AAPC: 3 |ACHE: 3 | CME: 3 | CPE: 3.6 | CEU: 3 

Intermediate | Interactive | Application 
Content area: Fiancial Mastery

Speaker: Nate Moore, CPA, MBA, FACMPE, president, Moore Solutions Inc.

Microsoft Excel’s Pivot Table feature is a fast and powerful way to analyze and consolidate large amounts of data and quickly extract critical knowledge.  In this workshop, you’ll learn how to use Pivot Tables in a medical practice setting to better track collections, analyze reimbursement, collect accounts receivable, and more.   You’ll also learn a variety of techniques to filter, sort, group, and manipulate practice data. We’ll also discuss ways to use Pivot Tables to analyze your internal business operations. This workshop will be a hands-on demonstration of Pivot Tables using Office 365. Please bring your laptop with at least Excel 2007 to participate in the workshop training. Please also bring data from your practice to work on at the end of the workshop so that you can take home your data in a Pivot Table.

This session will provide you with the knowledge to:

1. Produce Pivot Tables using sample medical practice data
2. Use Filter, Sort, Group, and Pivot function to analyze data
3. Discover multiple applications for Pivot Tables in a medical practice