AHHC S LEADERSHIP CONFERENCE

AHHC S LEADERSHIP CONFERENCE NOVEMBER 18-19, 2002 Hilton, Charlotte University Place Charlotte, NC Team Work 2002 All for One. and One for In-Home Care! DON T MISS THE EARLY BIRD REGISTRATION DEADLINE OF NOVEMBER 1, 2002!!! DON T MISS THE HOTEL BLOCK WHICH ENDS ON OCTOBER 25, 2002!!! 1

AHHC s Leadership Conference November 18-19, 2002 - Hilton, Charlotte University Place Charlotte, NC The Association for Home & Hospice Care of North Carolina (AHHC) is enthusiastically serving a record number of members across the State of North Carolina. Since its inception in the early 1970 s, the Association and its Board of Directors have worked diligently over the years to bring together providers from all auspices into one large, effective, caring community. Although individual providers are unique in their operations and service delivery, by working together, the members, Board, and staff have all embraced the Power of Association. The conference theme this year, Team Work 2002 All for One. and One for In-Home Care!, demonstrates this commitment! You will not want to miss this year s Leadership Conference conveniently located and easily accessible via interstates 77 and 85. The Hilton University Place offers a variety of dining, shopping and entertainment options within walking distance and is a short drive to Concord Mills with its over 200 stores. The Conference will include educational opportunities that offer practical, valuable, and timely information you need now and numerous networking opportunities with your peers. Conference Speakers Highlights Robert Anders, Managing Director RBC Centura Capital Markets Group with numerous years experience in financing, Mr. Anders will share his thoughts and comments on the current environment for home care agencies planning to grow and expand. Ron Barrera, B.B.A. Accounting, Simione Consulting, LLC - Simione Consultants, LLC professionals serve on national and state committees, task forces and as reimbursement consultants to the National Association of Home Care. Mr. Barrera has progressive home care and hospice experience since 1986 serving, prior to his consulting, as the Vice President/Chief Financial Officer for a very large home health agency. Mr. Barrera has performed various financial and reimbursement functions for providers ranging in size from $25 mm in annual revenue to more than $75 mm. William A. Dombi, Esq. - William (Bill) A. Dombi, an attorney with more than 25 years of experience challenging arbitrary governmental actions and a Vice-President of the National Association for Home Care (NAHC), has acted as Director of the Center for Health Care Law since its inception in 1987. The Center s success is highlighted in the landmark Medicare class action lawsuit, Duggan v. Bowen, where the home care industry challenged Medicare's dismantling of the home health benefit. As a result of the litigation, the entire Medicare home care benefit was rewritten. Elizabeth E. Hogue, Esq. - Elizabeth E. Hogue is an attorney in private practice with extensive experience in health care. She studied at the University of Maryland School of Law, concentrating in health law, and gained considerable clinical experie nce, course work and employment experience in this area. Following her admission to the Bar, she developed an active practice in health law. She represents clients all over the country. Her clients are professional associations, managed care providers, and institutional health care providers, including hospitals, long-term care facilities, home health agencies, durable medical equipment companies, and hospices. She has also represented a number of individual providers and case managers concerning healthrelated issues. Ms. Hogue gives approximately 50 presentations each year on health-related topics, including future trends in the healthcare industry. Her offices are located at 15118 Liberty Grove Road, Burtonsville, Maryland 20866. Rita Clark, RN, Partner with CIC Financial, along with Erik Marechal and Nancy Blough, JD, MBA with Employee Benefit Services, the largest privately held benefits management firm in the Carolinas, will be addressing the challenges facing employers in providing cost effective and quality health plans in today's 2

environment. Rita's 12 years management experience in home health provides insight into the employee benefit issues of home care industry while collaborating with EBS to design plans for specific employer groups. Kevin Zoltek, CPA, is a Partner with CIC Financial focusing on financial services including retirement planning and investments. Kevin has 8-year accounting background in private industry prior to joining CIC Financial. He is a registered representative of and offers securities through Walnut Street Securities, Inc. (WSS) member NASD/SIPC. Advisory services through Walnut Street Advisers, Inc. (WSA). CIC Financial is not a subsidiary or affiliate of WSS or WSA. Marty Beam, CPCU - President of W.A. Moore, Inc., (an independent insurance agency) which provides property and casualty coverage to businesses and individuals for over 75 years. Marty has extensive experience in the nursing home industry and will discuss the proposed Medicaid Surety Bond requirements and the resulting implications for the home care industry. Marty has served as a past President of the Independent Insurance Agents of North Carolina. Gary Massey, CPA - With over 20 years of management experience in acute care, long term care facilities and with home care providers Gary Massey, a Partner with Larson Allen Cherry Bekaert, brings a broad base of knowledge and experience to operational improvement and strategic planning projects. A skilled financial analyst, Gary specializes in business system improvement, financial modeling and departmental operation reviews. Gary is a CPA with a BA in Accounting and Business Management from North Carolina State University. He is a frequent speaker on health care financial issues at various state and national organizations. Judy Adams, RN, BSN, Larson Allen Cherry Bekaert is a well known health care consultant and speaker with over 30 years of healthcare experience and extensive experience in home care and home health management. Ron Clithrow, MPH, with over 30 years experience in the health care industry, is an expert in comprehensive, integrated financial, clinical and administrative home care consultative services. Ron is also a former Executive Director of the North Carolina Association for Home Care. Linda Levi, BSN, MEd, Glory Health Systems has been active in home care and hospice since 1985 working as a JCAHO and Accreditation Commission Surveyor and home care and hospice consultant. Currently Ms. Levi is the Director of Mountain Area Hospice in Asheville, N.C. Marion M. Taylor, RN, MN, CPNP Program Director, KidsPath, has 15 years of hospice experience in clinical leadership roles. She is currently Program Director of KidsPath, the specialized pediatric palliative care program of Hospice and Palliative Care of Greensboro. Ed Meyer, J.D. - Mr. Meyer is a graduate of Georgetown University. He served as a Legislative Assistant to U.S. Representative Philip M. Crane (1985-1987) and as a Reagan Administration appointee as Special Assistant, U.S. Department of Health and Human Services (1987-1989). He is a member of the American Health Lawyers Association and North Carolina Society of Health Care Attorneys. Mr. Meyer is the author of "HIPAA Implementation Strategies for Small and Rural Providers. His practic e area is in Health Law; Health Insurance Portability and Accountability Act (HIPAA); and Business Transactions. Mr. Meyer has spoken numerous times on HIPAA and also served as faculty at past AHHC Conventions. Anne Rivenbark, CPA, BS in Accounting, has 10 years of experience in home care mainly in the financial and operations arena, and is the Regional Vice President of Operations for Tar Heel Home Health, an owned subsidiary of CHMG. Ms. Rivenbark actively participates in several NCAHHC committees focusing on financial/reimbursement issues. Jane Miles, MSN, RN, CNAA is the National Director of Clinical Operations for Capital Health Management Group, based in Charlotte, NC. Ms. Miles has over 20 years of home health experience with an emphasis on clinical management. She is the author of CHMG s newsletter Vital Signs and an active supporter of home health education through AHEC, ECU, and NCAHHC s Professional Development committee. Debra Gastmeyer, RN, BSN, CPHQ is the National Manager of Standards and Regulations for Capital Health Management Group. She has over 10 years of home health experience and is recognized as a guru of Medicare coverage regulations. She has developed successful processes for managing ADRs and Denials, and is a NCAHHC representative to Palmetto GBA s provider coalition. 3

Richard Todd Mr. Todd is a Vice-President for BB&T Insurance Services and a long-standing member of the Association. His particular expertise is in the field of Medical Professional Liability coverage and Worker s Compensation insurance, although, he assists AHHC members with a variety of their other insurance needs as well. Who Should Attend AHHC s Leadership Development Conference: The conference content has been developed for Administrators and managers both financial and clinical - in home health, HME, home care, and hospice. Please attend and register your management team Administrators, Chief Financial Officers, Branch Managers, Clinical Supervisors, HR & Compliance Managers, and Hospice Directors and Supervisors! Conference Educational Activities Registration begins at 8:00 a.m. Monday, November 18, 2002 - Educational Activities 9:00 a.m. 11:30 a.m. A-1 Measuring Profitability In Your Agency Ron Barrera, Simione Consultants, LLC Do you need to know the business lines, services, products and patient types that maximize or drain profitability for your organization? This workshop focuses on the processes and systems necessary to examine your services especially your marginal services and determine a reliable measurement of unit profitability. A-2 National Trends Impacting In-Home Services William A. Dombi, Esq., NAHC This session will bring to light the national trends seen in Medicaid coverage of in-home services and courses of action that may be taken in response to these trends. Other issues related to home care, home health and hospice may also be presented depending on the latest information available at the time of the presentation. Monday, November 18, 2002 - General Session - Lunch - 12:00 p.m. 1:30 p.m. Guest Speaker Ann Howard, Director of Federal Policy, AA HomeCare ***Special Recognition of John Griswold, HHSP*** Monday, November 18, 2002 - Educational Activities 1:45 p.m. 4:00 p.m. B-1 Home Health Agencies of Excellence: Developing Your Own Internal Report Card System of Financial and Clinical Performance Indicators Gary Massey, CPA; Ron Clithrow, MPH; & Judy Adams, RN, BSN - Larson Allen Cherry Bekaert How can you relate PPS benchmarking data to your agency s OBQI data? This session will delve into areas of service type, service frequency and duration, average cost per episode, average episodes per patients per primary diagnosis and present conceptually how this information can relate to your agency s OBQI data and ultimately to your patients outcomes. 4

B-2 Hospice Roundtable KidPaths and Negotiating Hospice Care in a Nursing Facility Marion Taylor, RN, MN, CPNP & Linda Levi, BSN, MEd. This roundtable will provide discussion on two important issues..care of children with life impacting conditions and hospice care in nursing facilities. Marion Taylor will discuss an innovative program, KidPaths, that eliminates some of the obstacles to access to quality pediatric palliative care. Linda Levi will speak to incorporating into the hospice care planning process the nursing facility MDS assessment information and outcomes. B- 3 Home Care Roundtable - Robert Anders, Rita Clark, RN, Marty Beam, CPCU, Nancy Blough, JD, MBA, Eric Marechal, Richard Todd & Kevin Zolteck, CPA Examining such topics as financing, worker s comp and insurance this roundtable discussion will be led by experts intent on helping you meet your operating needs. Robert Anders (704-686-1451) will provide thoughts and comments (in the realm of financing) on the current environment for home care agencies planning to grow and expand. Rita Clark (800-849-8154) along with Erik Marechal and Nancy Blough will be addressing the challenges facing employers in providing cost effective and quality health plans in today's environment. Kevin Zoltek will review options for retirement plans. Marty Beam will discuss the proposed Medicaid Surety Bond requirements and the resulting implications for the home care industry. Richard Todd (800-522-8094) will share insights and solutions related to Worker s Comp and the Medical Professional Liability Insurance environment. Tuesday 19, 2002 - Educational Activities 9:00 a.m.-12:30 p.m. C-1 Knowing & Avoiding the Legal Pitfalls - Elizabeth Hogue, Esq. Elizabeth Hogue has long been a favorite speaker for North Carolina Home Care & Hospice Agencies. Elizabeth will candidly discuss the legal situations all agencies must deal with from treating illegal aliens, determining what to do in less than ideal patient situations, avoiding kickback appearances in assistant living facilities to navigating the legal pitfalls of prior approval she will tackle them all! C-2 The Red Flags of PPS Are Still Waving! Jane Miles, MSN, RN, CNAA, Debra Gastmeyer, BSN, RN, CPHQ, Capital Health Management Group & Anne Rivenbark, CPA, Tar Heel Home Health These folks are back by popular demand! Are those PPS Red Flags still waving? These talented folks are back to discuss and offer solutions that make the connection between clinical and financial operations and will help you respond to the red flags of PPS. Topics addressed include: SCICs, PEPs, ADRs, JKLM, DDE, the RA and managing HHRGs. C-3 HIPAA Basics - Ed Meyer The new HIPAA standards will impact significantly every aspect of all health care providers and their business associates. Has your agency started down the path to preparing for HIPAA? If not, you must attend this workshop which will explain the fundamentals of implementing the new HIPAA privacy, security and other administrative simplification standards 5

Registration and General Information AHHC is dedicated to assisting you in making the most of your educational dollar. When you invest in AHHC educational programming, 100% of your investment is utilized to benefit the home care and hospice community through the advocacy and educational activities of the Association. AHHC workshop fees are among the lowest in the Southeast and your participation in the Conference enables AHHC to continue keeping costs low. Invest wisely in 2002 attend AHHC s Leadership Conference! Two Easy Ways To Register! By Fax: Fax a copy of the registration form with the appropriate credit card information and signature to (919) 848-2355. Our fax line is open 24 hours a day. Faxed registrations will not be processed without credit card information. By Mail: Mail registration form with payment to: AHHC, 226 W. Millbrook Road, Raleigh, North Carolina, 27609. Registration forms will not be processed without payment. Confirmation: A confirmation notice, with directions to the hotel will be emailed (preferred) or faxed to each attendee registered prior to November 10, 2002. Should you have any questions or need additional information, please don t hesitate to contact Judy Perdue at (919) 848-3450 or (800) 999-2357 [NC] or via email at judyperdue@homeandhospicecare.org. Cancellation and Substitution Policy: Fees will be refunded only if written notice of cancellation is received by AHHC on or before November 1, 2002. In the event of cancellation, AHHC will retain $20 of the initial fee, per registrant, to cover administrative overhead. While it is not permissible for several individuals to share a registration, AHHC will be happy to accept substitutions if notified of the change in writing. Auxiliary Aids, Services, & Special Diet Requests: AHHC is committed to ensuring that no individual with a disability is excluded, denied service, segregated or otherwise treated differently than other individuals because of the absence of auxiliary aids and services identified in the Americans With Disabilities Act. If you need any auxiliary aids or services or have a special diet request, please call (919) 848-3450 or (800) 999-2357 [in NC] or write AHHC Professional Education Committee, 226 W. Millbrook Road, Raleigh, NC 27609, with details. We will do our best to accommodate your needs. Contact Hours : The Association for Home & Hospice Care of North Carolina has been granted approval as an Approved Provider of continuing education in nursing by the North Carolina Nurses Association, which is accredited as an approver of continuing education in education in nursing by the American Nurses Credentialing Center s Commission on Accreditation. Hotel Information: The Hilton Charlotte University Place located at 8629 JM Keynes Drive, Charlotte, NC will serve as the host hotel and headquarters of AHHC s Leadership Development Conference. The Association has secured a block of rooms at the hotel for the nights of Sunday, November 17, 2002 and Monday, November 18, 2002 at a special rate of $79.00, single or double occupancy. The hotel offers free parking to hotel guests. Room reservations may be made by calling the hotel directly at (704) 547-7444, or their national toll free number at 800-HILTONS. Please state that you are with the Association for Home & Hospice Care (AHHC) when making your reservations to receive these special rates. Reservations must be made by October 25, 2002 to take advantage of the special rates, based on availability. 6

AHHC Leadership Conference Registration Form * November 18-19, 2002 Schedule of Fees Early Bird After 11/1/02 AHHC Member Full Conference $199 $239 Subsequent Member Registrants from this site* $159 $199 Non-Member Full Conference $299 $339 *When your agency registers for at least one full conference registration, then subsequent registrations from this same site may attend at the special rate mentioned above a 20% savings. Please duplicate this form for multiple registrations! Please print legibly. (Your fax confirmation and name tag depends on it!!) Agency Name: Agency Address: E Mail Address Please print clearly (preferred confirmation method): City: State: Zip Code: Phone: Fax: Point of Contact: (This fax number will be used to send the confirmation notice only in the event there is no email address available) To assist the Association with logistical plans for the workshops, it is important that you pre-register your workshop selections. Please take a moment to review the program descriptions and then mark your sessions in the spaces provided below. Each registrant should choose only one workshop per session (for example, choose either A-1 or A- 2, etc.) Attendee Name: Title: Session A Session B Session C o A-1 Measuring Profitability o B-1 HH Agencies of Excellence o C-1 Legal Pitfalls o A-2 National Trends o B-2 Hospice Round Table o C-2 Red Flags o B-3 Home Care Round Table o C-3 HIPAA Please note!!! o November 18, 2002 Luncheon (lunch is included in your registration fee, but you must check this block in order to have a lunch reserved for you) Payment Information Enclosed is a check for the total amount of the registration(s) in the amount of $ Please charge my credit card for the total amount of the registration (s) in the amount of $ MasterCard Visa American Express Discover Account Number Exp. Date Name (as it appears on card) Address of Cardholder City State Zip *please use street address if available Signature (required) Date Please call Judy Perdue at 919-848-3450 if you have questions. You may Fax this form to AHHC at 919-848-2355 Cancellation and Substitution Policy: Fees will be refunded only if written notice of cancellation is received by AHHC on or before November 1, 2002. In the event of cancellation, AHHC will retain $20 of the initial fee, per registrant, to cover administrative overhead. While it is not permissible for several individuals to share a registration, AHHC will be happy to accept substitutions if notified of the change in writing. 7