Champions. Driving the Course of Practice Management. April 22-24, 2015 Omni Orlando Resort at Championsgate
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1 Champions Driving the Course of Practice Management April 22-24, 2015 Omni Orlando Resort at Championsgate
2 Florida Medical Group Management Association Agenda Champions, Driving the Course of Practice Management April 22-24, 2015 Wednesday, April 22, :00 a.m. - 5:00 p.m. Conference Registration Desk Open 12:00 p.m. - 1:00 p.m. Strolling Lunch in the Exhibit Hall 12:00 p.m. - 6:30 p.m. Exhibit Hall Open 1:00 p.m. - 1:30 p.m. Welcome and Opening Remarks 1:30 p.m. - 2:45 p.m. Opening Session What Exceptional Leaders Know Tracy Spears 2:45 p.m. - 3:30 p.m. Break in Exhibit Hall 3:30 p.m. - 5:00 p.m. Breakout Session - Washington Update Jeb Sheppard - Changing the Practice Culture - Can it Make a Difference? Vicki King, CMPE - Using Technology to Drive Patient Action Jim Wolf 5:00 p.m. - 6:00 p.m. Opening Reception in the Exhibit Hall 6:00 p.m. - 8:00 p.m. Dinner and activities Thursday, April 23, :00 a.m. - 5:00 p.m. Conference Registration Desk Open 7:00 a.m. 8:30 a.m. Florida MGMA Collaborative Committee Meeting 7:30 a.m. - 8:30 a.m. Buffet Breakfast 10:00 a.m. - 6:00 p.m. Exhibit Hall Open 8:30 a.m. - 10:00 a.m. General Session Predicting Like A Pro Frank Cohen 10:00 a.m. - 10:45 a.m. Break with Exhibitors 10:45 a.m. - 12:00 p.m. Breakout Sessions - Ready Aim Fire: The Art and Science of Critical Decision Making Frank Cohen - 10 Mistakes We Keep Making as Practice Managers Kyle Matthews - Practice Management 101 Chip Geitz, CPA, CMPE and Lori-Ann Martell, LPN, CMPE 12:00 p.m. - 1:15 p.m. Buffet Lunch / Update from the FMA 1:15 p.m. - 2:45 p.m. Breakout Sessions - Basic Statistics for the Practice Manager Frank Cohen - Negotiation Skills for Medical Group Managers Will Latham - Why Do I Need a Compliance Plan? Ann Bittinger, Esq. 2:45 p.m - 3:30 p.m. Break with Exhibitors 3:30 p.m. - 5:00 p.m. General Session Marriage, Divorce and Conscious Uncoupling in the Healthcare Industry: how the mergers of hospitals and physician groups, and the resulting breakups, have impacted the practice of medicine in Florida and how practice administrators do their jobs. Ann Bittinger, Esq. Friday, April 24, :00 a.m. - 12:00 p.m. Conference Registration Desk Open 7:00 a.m. - 8:15 a.m. Local Chapter Board Member Breakfast 7:30 a.m. - 8:15 a.m. Buffet Breakfast 8:15 a.m. - 9:45 a.m. Breakout Sessions - Chaos to Clarity: Developing a Strategic Plan for Your Group Will Latham - Re-orient your Practice from Thinking Patient to Thinking Consumer Rosemarie Nelson, MS 10:00 a.m. - 11:15 a.m. General Session 60 Tips in 60 Minutes - Rosemarie Nelson, MS 11:15 a.m. - 11:45 p.m. Business Meeting / Grand Prize Drawing 11:45 a.m. Adjournment
3 What Exceptional Leaders Know In this session Tracy defines specific skills of proven leadership and examines the myriad of ways a leader s influence is demonstrated. Participants are equipped with effective leadership tools that can be immediately applied resulting in increased teamwork and employee productivity. Tracy identifies the most common mistakes made by leaders with adjustment strategies for overcoming those challenges and increased efficiency when understanding personality temperament needs, strengths and motivators. In this session we will review the specific skills of successful leadership and how to develop your influence as a leader. We will cover the most common mistakes made by leaders and how to enhance your effectiveness as a leader. Tracy L. Spears, TransWorld Systems, Tulsa, OK. Washington Update Medical practices often receive contradictory information about the actions of Congress and federal and administrative agencies. This update will provide critical information about legislative proposals under consideration in Washington and timely regulatory issues. Other highlights include details on federal quality reporting programs and resources available to help group practice successfully navigate numerous changes and federal initiatives. Jeb Sheppard, MGMA Government Affairs, Washington, DC. Changing the Practice Culture Can it Make a Difference? - Culture is defined by knowledge, experience, values, attitudes, and relationships. Every organization has a culture unique to that organization, and medical offices are no exception. Your culture sets the tone how patient care is delivered, and affects your continued success. This session will provide you insight to create change in your practice environment, enhance relationships, and distinguish your practice as one of excellence. Vicki King, CMPE, Borland Groover, Jacksonville. Using Technology to Drive Patient Action Current Initiatives such as meaningful use, accountable care organizations and patient-centered medical homes and other quality initiatives are driving a change from physician-centered to patient-centered care models. This shift is creating challenges for both physicians and patients as they work to understand their new roles. This session will dive into how to build effective strategies with disparate patient and practice Session Synopsis cultures. Building effective patient engagement is a journey that starts by identifying the practice s end goals and generating stepping stones to deliver better outcomes through patient education and activation. Jim Wolf, TeleVox, Mobile, AL. Predicting Like a Pro It is difficult to make predictions; especially about the future, or so the quote attributed to Yogi Berra goes. The potential for a successful manager or administrator can be measured by their abilities in estimating and predicting. Whether it has to do with financial planning, mergers or acquisitions, capital improvements, succession or growth, one s ability to predict the future and estimate an outcome is absolutely critical to long term success of any organization. And becoming a better predictor is not only good for your organization, it can do wonders for your personal career. While none of us can see the future, we can, depending on the circumstances, model the probability on what we think might occur. In this session, Frank Cohen, statistician and predictive analyst will show you four methods for improving your predictive powers and provide valuable tools for how to calibrate your brain to become better at estimating. Attendees will receive a complete tool box, including documentation, worksheets, templates, sample reports and all pertinent collateral material necessary to both understanding and improving their predictive powers. Frank Cohen, Doctors Management, Tampa, FL. Ready Aim Fire: The Art and Science of Critical Decision Making Some folks would say that bad luck is better than no luck, bad love is better than no love and bad publicity is better than no publicity, but very few would agree that a bad decision is better than no decision; and if they did, they would be wrong. Why do we make bad decisions? Contrary to popular belief, it is not always due to incompetence or lack of experience but rather a flawed decision making process. Too often, we live by anecdote and intuition when what we need is antidote and analytics. In this session, Frank Cohen, analyst, statistician and process improvement expert, will delve into the two most important concepts in critical decision making; why we make bad decisions and what techniques and behaviors guide us towards making good decisions. We start by examining how we make individual decisions and progress to how organizational thinking influences the decision making process. Depending on the time frame for this workshop, we will cover topics covering bias, intuition, group dynamics, groupthink, brainstorming and other concepts and techniques that affect how decisions are made. Attendees will receive a complete tool box, including documentation, worksheets, templates, sample reports and all pertinent data files necessary to understand and apply critical thinking and decision making techniques personally and within their organization. Frank Cohen, Doctors Management, Tampa, FL.
4 10 Mistakes We Keep Making as Practice Managers WARNING: This session may offend those who are not willing to reflect or change. As a practice administrator, I continue to make and see others make mistakes that keep our practices from achieving ultimate efficiency. Together, we will discuss 10 mistakes that are observed most often and how we can overcome these common pitfalls. While many anecdotes will provide humor, this session will allow every manager to rethink protocols and procedures that could be the difference in achieving the next level of success. Kyle Matthews, CardioVascular Associates of Mesa, P.C., Mesa, AZ. Practice Management 101, Equipping the Next Generation of Practice Managers for Success Rapid accumulation of practices has caused concern among leaders of private practices regarding their practice manager leadership competencies in this environment of healthcare reform. Practice managers are now required to have the skills to better understand the operational and financial strain placed on physician practices. This session discusses the evolving role of private practice managers in this environment of healthcare reform to ensure proper accountability and the usage of collaborative teams to share best practices. Chip Geitz, CPA, CMPE, Medical Center Clinic, Pensacola and Lori-Ann Martell, LPN, CMPE, Advanced Medical Center, Inc., Naples. Basic Statistics for the Practice Manager The words Analytics and Metrics strike up fear in the hearts of many math-phobics, but the writing is on the wall; the medical practice is a business and we need to have the analytical skills necessary to treat it as such. Understanding basic statistics, such as central tendencies, variability, hypothesis testing, confidence intervals and regression analysis are critical tools for any business manager and this is especially relevant for practice administrators. In this session, we will look at basic statistical knowledge needed to conduct basic and comprehensive practice analyses. This session will include an introduction to the MiniTab software program and books and resources for further education. Attendees will receive a complete tool box, including documentation, worksheets, templates, sample reports, a 30-day trial of Minitab and all pertinent data files necessary to apply the information in this workshop. Frank Cohen, Doctors Management, Tampa, FL. Negotiation Skills for Medical Group Managers This program is designed for professionals seeking strategies to resolve conflict and improve their effectiveness of negotiating with groups or individuals. The program addresses methods to create winwin results by focusing on the three critical areas of successful negotiations skills, knowledge and attitude. This session will help you understand how knowledge, skills and attitude impacts negotiations We will review the value of pre-negotiation planning and tactics and recognize adversarial tactics and learn how to counter them. Will Latham, Latham Consulting Group, Chattanooga, TN. Why Do I Need a Compliance Plan? Prosecution for health care fraud continues to be strong, especially in the Middle District of Florida, which historically has had some of the largest fines and sanctions in the nation. A corporate compliance plan is a necessity in today s regulatory environment. A plan, a system for preventing and detecting violations of the law, grew out of the 1991 enactment of the Federal Sentencing Guidelines. The sentences are lessened for physicians who have in place effective compliance plans at the time the offense occurred. This session addresses key components of a plan, how to monitor and update your plan and why it is worth your time to adopt and implement one and a rational approach to physician office compliance plan implementation and enforcement. We will also address ACA mandate for compliance plans and why physician office compliance matters in 2014 more than ever. Ann Bittinger, Esq., The Bittinger Law Firm, Jacksonville, FL. Marriage, Divorce and Conscious Uncoupling in the Healthcare Industry: how the mergers of hospitals and physician groups, and the resulting breakups, have impacted the practice of medicine in Florida and how practice administrators do their jobs. Hundreds of thousands of physician groups merged into hospitals and health systems in the last 10 years. This changed not only the practice of medicine, but also the role of the medical group manager. This session will explain the economic and political forces that caused the trend, explain the different ways that groups and hospitals have married, and best ways to approach the marriage during the courtship period from legal and operational standpoints. It will address what physicians are looking for out of the marriage, including ways to secure what you are asking for in a prenuptial agreement of sorts. It will also address the recent break up trend, in which the groups and individual physicians are divorcing from the system, and provide tips on how to address medical records, EMRs, non-competes and real estate upon the divorce. It will also explain some creative ways to marry and divorce, playing off the conscious uncoupling term coined by celebrity Gwyneth Paltrow to describe her divorce from musician Chris Martin. This presentation is a lighthearted, entertaining and practical approach to a major shift facing physician practices and medical group administrators. Ann Bittinger, Esq., The Bittinger Law Firm, Jacksonville, FL.
5 Chaos to Clarity: Developing a Strategic Plan for Your Group With today s fast changing environment, and the significance of needed decisions, planning for the future is especially critical for medical groups. No matter what future you foresee, long-range, strategic planning is essential to identify where you want to go, and how to optimally utilize your resources to get there. This minute program addresses the need for, process of and benefits from strategic planning. Learning Objectives include: Learn why strategic planning is the best method to optimize resource allocation and achieve job security and satisfaction. Overcome obstacles to planning, get physicians involved and make sure the effort pays off. Learn how to conduct a strategic planning session for your group. Will Latham, Latham Consulting Group, Chattanooga, TN. Re-orient your Practice from Thinking Patient to Thinking Consumer What s next? Value-based care has made its appearance. More requirements that include improving outcomes and improving patient satisfaction. More payers monitoring their subscribers satisfaction. It s time to focus on a service-oriented culture and think about how we d like to be treated as patients. This session will identify how your practice operations are viewed from the patient perspective with tools to take back to your practice. We will learn how to make the patient feel cared about with population health management methodologies and explore ideas better performing practices have used to delight their customer. Rosemarie Nelson, MS, MGMA Health Care Consulting Group, Syracuse, NY. 60 Ideas in 60 Minutes Assess your operations in a fastpaced session that provides a look at workflow and technology implementation. Ask yourself if you re fully utilizing your current information system tools, and if your answer wavers, this session can offer you time-saving techniques using information technology already in your office. Today s medical group managers and staff must work hard and smart to achieve success and this program assists you in looking at your office from a different perspective with tips for change implementation. This session will leave you with a checklist of information technology issues to measure your environment against. We will identify personal tips on working smarter and discover practical methods to modify operations to benefit daily activities of medical office staff. We will also learn how other practices apply technology to routine office operational tasks for more effective use of physician and staff time. Rosemarie Nelson, MS, MGMA Health Care Consulting Group, Syracuse, NY.
6 Conference Information Conference Facility Florida MGMA is excited to be having our annual conference at Omni Orlando Resort at Championsgate. Surrounded by 36 holes of championship golf and 15 acres of recreation, the Four Diamond resort is on the of the nation s premier golf, meeting and leisure retreats. In addition to golf, guests may choose to relax in the signature Mokara spa, dine in one of the seven restaurants or enjoy 15 acres of pools and recreation activities including a 850-foot lazy river. Make your Hotel Reservations at the Omni Orlando Resort at Championsgate by going to: OrlandoChampionsGate/MeetingFacilities/FloridaMGMAConference4. aspx or go to under Annual Conference and click the link provided. You can also call the reservations line at (1-800 THE-OMNI). Mention Florida MGMA to receive our group rate of $185 per night. Reservations will be accepted in our group block March 20, 2015 or until the group block is sold out. Conference Registration The registration fee covers all meetings, handouts, meals, social functions and breaks. If you plan to bring a spouse or guest to attend Wednesday s Opening Reception and Dinner, tickets may be purchased on the enclosed registration form. Conference breakfast and lunch functions are for registered attendees and exhibitors only. Attire for the conference is business casual. A jacket or sweater is suggested at your discretion. Refund Policy Cancellations received prior to March 25, 2015 are subject to a $50.00 processing fee. Cancellations after March 25, 2015 and no-shows cannot be refunded. Substitutions from within the same group are acceptable. Please submit request for cancellations in writing to: flmgma@yahoo.com or via fax to: (205) CME Credit American College of Medical Practice Executives (ACMPE) credit hours have been assigned to this program. Florida MGMA is an affiliate chapter of the Medical Group Management Association (MGMA), the oldest and largest membership organization for professionals in the field of practice management. Florida MGMA was founded in 1974 by, and for, the medical practice administrator. The founding members of Florida MGMA hoped to create a state organization that provided administrators the opportunity to network with one another and share experiences, problems and solutions. It was also a goal of the founding members to provide educational opportunities for the members of Florida MGMA. The Mission of FMGMA is to improve the effectiveness of medical group practices in Florida and the skills of the individuals who manage or lead them.
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