Please join us for the Iowa Association of Medical Staff Services 2014 Fall Educational Conference!

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1 Please join us for the Iowa Association of Medical Staff Services 2014 Fall Educational Conference! Iowa Methodist Medical Center Thompson Auditorium Des Moines, Iowa Friday, September 19, 2014 AGENDA 8:00AM-8:30AM 8:30AM-8:45AM Registration and Continental Breakfast IAMSS Business Meeting Jodi Ridder, IAMSS President PROGRAM VICKI SEARCY, VICE PRESIDENT, VP CONSULTING SERVICES 8:45AM-10:00AM Best Practices in Credentialing: How to Speed Up the Initial Appointment Process Without Taking Risky Short-Cuts 10:00AM-10:15AM Break 10:15AM-12:00PM Design and Implementation of Effective Criteria-Based Privileges 12:00PM-1:00PM 1:00PM-1:15PM 1:15PM-2:00PM 2:00PM-2:15PM 2:15PM-3:00PM 3:00PM-3:15PM Lunch Door Prizes When/How to Privilege Residents and Fellows Break Frequently Asked Questions Wrap-up and Door Prizes

2 PROGRAM DESCRIPTION Best Practices in Credentialing: How to Speed Up the Initial Appointment Process Without Taking Risky Short-Cuts A dissection of the processes related to providing practitioners with application materials (the application, bylaws, etc.), including an evaluation of the potential benefits of the use of pre-application forms vs. an intended practice plan. A discussion of provision of materials electronically vs. paper is incorporated in this section. The session will also include an in-depth review of best verification practices as related to what must (vs. could or should) be verified via primary sources. Some of the questions to be addressed include: Must all hospital affiliations be verified? Who (i.e., CMS, the Joint Commission) requires verification of hospital affiliations? Must an organization always verify hospital affiliations that occurred since completion of Medical School? What happens when credentialing locum tenens practitioners or telemedicine practitioners who may have hundreds of affiliations? Should organizations always conduct criminal background checks at initial appointment? What about reappointment? Is it required that all malpractice history be verified with previous insurance carriers? How many peer recommendations/references are required? Are organizations limited to querying references provided by the applicant? How to obtain meaningful references. This session will clearly identify what items are required what accreditation or regulatory body requires them and additional items that may not be required, but are considered to be best practices. Design and Implementation of Effective Criteria-based Privileges This session will focus on how to develop an effective privileging methodology that meets accreditation requirements as well as providing the healthcare organization with an effective tool for managing practitioner competence. This session offers valuable information on contemporary privileging practices (such as core privileges, bundling, primary privileges, clusters, etc.). Areas of focus include, but are not limited to: Evaluating various methodologies for delineating privileges including the benefits and limitations of each method. Identification of methods for developing criteria for delineated privileges and obtaining physician consensus. Developing approaches to implementing an effective privileging program including optimizing the use of technology. Establishing a project plan to revamp current privileges. Best Practices in Credentialing: When/How to Privilege Residents and Fellows A discussion of issues related to privileging residents and fellows. It has been found that when residents and/or fellows do a rotation outside of the home base of their training program, the hospital where the rotation is done frequently conducts unnecessary credentialing, thus creating work that is redundant. This session will contrast the credentialing and privileging requirements of LIPs (licensed independent practitioners) vs. those residents and fellows who are functioning within an accredited program. Included will be advice on how to handle moonlighting residents/fellows. CONFERENCE INFORMATION Hotel Accommodations A block of rooms have been reserved at Holiday Inn Downtown at Mercy Campus, th Avenue, Des Moines. To make reservations you must call (515) to reserve your room. Be sure to mention IAMSS and you will receive a room rate of $95.00/night when reservations are secured by August 28, PLEASE NOTE: Cancellation policy requires 72-hour notice. Networking Anyone interested in joining the Board and other IAMSS members for dinner on Thursday evening is welcome. This is a great way to meet other members of the IAMSS group. We will meet at 6:00PM in the hotel restaurant. Getting to Thompson Auditorium Thompson Auditorium is located in the Conference & Learning Iowa Methodist Medical Center, 1415 Woodland, Des Moines, Iowa, on the Ground Floor. Park in the parking ramp on Level P1, P2 or P3 on the south end of the ramp. Take the south parking ramp elevators down to Level G. FAQ Table Please submit your burning credentialing questions at the Frequently Asked Questions table. We will make every effort to address these at the current or future conferences. Dress is Business Casual. Facility temperatures may vary, so dress accordingly.

3 SPEAKER BIOGRAPHY Vicki Searcy Vicki Searcy is the Vice President, Consulting Services at Morrisey Associates, a Chicago-based company. In addition to oversight of all consulting services, she provides healthcare consulting services specializing in practitioner competency management, including credentialing, privileging, privileging of advanced practice professionals, quality and peer review as well as management issues related to medical staff organizations. Prior to joining Morrisey Associates, Inc., she served as the Practice Director, Credentialing & Privileging for The Greeley Company and as President of Searcy Resource Group, LLC. Ms. Searcy s career also includes being a partner with BDO Seidman, LLP, one of the nation s leading accounting, tax, and consulting firms, heading up their national healthcare accreditation and compliance consulting practice. For over ten years, Ms. Searcy was a surveyor for the National Committee on Quality Assurance for their CVO certification program. She is a past-chair of the of the Certification Council of the National Association Medical Staff Services (NAMSS) as well as a past- President of NAMSS. Ms. Searcy provides consulting services to a variety of healthcare organizations, including hospitals, healthcare systems, health plans, medical groups and credentials verification organizations. Ms. Searcy is often involved in projects where changes in operations are necessary in order to meet accreditation/licensing standards as well as to improve productivity and operational efficiency. She has been instrumental in working with organizations achieve paperless/electronic credentialing. She also provides retreats and other education programs for physician leaders and governing body members. During her work in hospitals and health systems, Ms. Searcy had responsibility for program design and implementation in the following areas: Utilization/Case Management, Medical Records, Medical Staff Services, Quality Management, Risk Management, and Outpatient Services. Ms. Searcy has served as seminar faculty for several national educational providers and professional organizations, including the national seminars of The Greeley Company (Advanced Credentialing & Privileging Retreat, Credentialing Resource Center Symposium, Core Privileges Essentials), the American Society for Healthcare Risk Management, National Association Medical Staff Services, National Association for Healthcare Quality, the American Medical Group Association, American Health Information Management Association and the American Hospital Association. Ms. Searcy was the founding editor for Health Care Competency & Credentialing Report. She has written numerous articles related to issues in medical staff organization management which have been published in a variety of newsletters and magazines Books include: Core Privileges for AHPs: A Practical Approach to Developing and Implementing Criteria-Based Privileges (to be published in 2008 by HCPro, Inc.) Co-authors: Carol Cairns and Sally Pelletier Core Privileges for Physicians: A Practical Approach to Developing and Implementing Criteria-Based Privileges (published in 2007 by HcPro, Inc.) Co-authors: Wendy R. Crimp, Sally Pelletier and Mark A. Smith, M.D. Measuring Physician Competency: How to Collect, Assess and Provide Performance Data (published by HCPro, Inc. 2007) Coauthors: Robert Marder, M.D. and Mark A. Smith, M.D. Credentialing Audits: Tools for Compliance and Reduced Liability (published in 2006 by HCPro, Inc) The Medical Staff Services Handbook: Fundamentals and Beyond (published by Jones and Bartlett in 2010). Co-authors are Cindy Gassiot and Christine Giles. See website: Professional Excellence = Professional Advancement 101 Smart Things Every Medical Staff Services Professional Should Do (published in 2005 by Searcy Resource Group, LLC and distributed by NAMSS). Co-author is Peggy A. Greeley. Ms. Searcy is a recipient of the Woman of Achievement Award in Healthcare from the City of Los Angeles.

4 Registration Form FALL CONFERENCE Friday, September 19, 2014 Name: Title: Organization: PLEASE CHECK APPROPRIATE BOX: IAMSS Member Only My contact information located on the website: IowaAssociationMedicalStaffServices.aspx is correct and requires no changes at this time. Please proceed to the CONFERENCE FEES section My contact information located on the website: IowaAssociationMedicalStaffServices.aspx is not correct. Please indicate updates or additions in the CONTACT INFORMATION section before proceeding IAMSS Non-Member Only I would like to join IAMSS and have enclosed a $50.00 check payable to: IAMSS, in addition to my IAMSS Member registration fee for the conference. Please print, complete, and include the New Member Application located on the website: IowaAssociationMedicalStaffServices.aspx. Please proceed to the CONFERENCE FEES section I am not interested in joining IAMSS at this time, but will be attending the conference. Please proceed to the CONFERENCE FEES section CONTACT INFORMATION Address: City: State: Zip: Phone: ( ) - Fax: ( ) - CONFERENCE FEES (Includes day-long program/materials, continental breakfast, lunch, drinks & snacks) Please check appropriate registration fee: BEFORE 9/8* AFTER 9/9 IAMSS MEMBER $65 $75 IAMSS NON-MEMBER $140 $150 *In order to qualify for the early-bird discount, the IAMSS treasurer must RECEIVE your registration form and check by September 8, Cancellations/Changes and Refunds: Fees will be refunded less a $10 cancellation fee if cancellation or change resulting in a refund is received in writing no later than September 12, After that date, fees are non-refundable. All refunds will be processed after the conference. Substitutions are allowed at no charge. Payment Method: Check or Money Order payable to: IAMSS. A registration confirmation/receipt will be ed or faxed to you upon receipt of payment. HOTEL ACCOMMODATIONS A block of rooms has been reserved at Holiday Inn Downtown at Mercy Campus, th Avenue, Des Moines. To make reservations you must call (515) and reserve your room. Be sure to mention IAMSS and you will receive a room rate of $95.00/night + taxes when reservations are secured by August 28, PLEASE NOTE: Cancellation policy requires 72-hour notice. Please mail the completed registration form with payment to (please note Crystal s address change): Crystal Harrington, IAMSS Treasurer Cedar Valley Medical Specialists, PC 4150 Kimball Ave, P.O. Box 2758

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