25 Years: Looking Back - Looking Ahead
WHO SHOULD ATTEND?
- Billing company owners, executives and operations managers
- Practice billing executives in medical practices and hospitals
- Offshore vendor executives
- Billing software executives
REGISTRATION
Online registration is available through 5 pm on Wednesday, February 13, 2019. After that time all registration will be onsite. Onsite registration by check only.
Seats are limited!
IF YOU WOULD LIKE TO PAY YOUR REGISTRATION BY CHECK:
Select your Registration Type, Quantity 1 and Click Buy Now. You will need to print the registration page(s) and mail them in with your check. You are not registered until your payment is received.
Send the form and check to:
Executive Education Plus
Attn: Meeting Registration Department
PO Box 18639
Asheville, NC 28814
Cancellation requests: The last day to request a cancellation must be received in writing by January 18, 2019. Refunds will be issued for requests received less a $600 cancellation fee. No refunds will be issued after January 18, 2019.
HOTEL INFO
Westin New Orleans Canal Place
100 Rue Iberville
New Orleans, LA 70130
Reservations can be made by calling 888.627.8180. Please indicate you are with the Medical Billing Executive Conference (MBEC) to receive the contracted block rate of $219 Traditional King/$249 Deluxe King per night for single or double occupancy. Rooms at the group rate are limited.
AGENDA
Monday, February 18, 2019
7:30 a.m. – 5:30 p.m. — Registration Open
8:00 a.m. – 9:00 a.m. — Opening
Bob Burleigh & Dave Jakielo
9:00 a.m. – 10:30 a.m. — Industry Overview
Bob Burleigh & Dave Jakielo
10:30 a.m. – 11:00 a.m. — Break
11:00 a.m. – Noon — Productivity or Death
Bob Burleigh
Noon – 1 p.m. — Lunch
1:00 p.m. – 3:00 p.m. — EMR Integrity: The View From Under The Bus
Reed Gelzer, MD
3:00 p.m. – 3:30 p.m. — Break
3:30 p.m. – 4:30 p.m. — Who is your #2
Bob Burleigh & Dave Jakielo
4:30 p.m. – 5:30 p.m. — Building, Motivating and Rewarding a Winning Team
Dave Jakielo
5:30 p.m. – 7:00 p.m. — Reception
Tuesday, February, 19, 2019
7:30 a.m. – 5:30 p.m. — Registration Open
8:00 a.m. – 9:30 a.m. — Software Selection
Bob Burleigh & Dave Jakielo
9:30 a.m. – 10:00 a.m. — Break
10:00 a.m. – Noon — The Billing Industry: How Values Have Changed in Twenty-Five Years and What the Future Holds
Ted Stack
Noon – 1:00 p.m. — Lunch
1:00 p.m. – 2:30 p.m. — Benchmarks, KPI & Ratios
Bob Burleigh
2:30 p.m. – 3:00 p.m. — Break
3:00 p.m. – 4:30 p.m. — Managing Client Relationships (Case Studies)
Bob Burleigh & Dave Jakielo
4:30 p.m. – 5:30 p.m. — Marketing in the 21st Century
Dave Jakielo
5:30 p.m. – 7:00 p.m. — Reception
Wednesday, February 20, 2019
7:30 a.m. – 12:00 p.m. — Registration Open
8:00 a.m. – 9:30 a.m. — Billing Company Operations
Bob Burleigh & Dave Jakielo
9:30 a.m. – 10:30 a.m. — How Do I get to the Next Level?
Bob Burleigh & Dave Jakielo
10:30 a.m. – Noon — Past & Future of the Billing Industry
Bob Burleigh & Dave Jakielo
CONTINUING EDUCATION CREDITS
Continuing Education Information to come
SESSIONS
OPENING
-Bob Burleigh & Dave Jakielo
The conference opens with a review of what’s happening nationally and globally relating to legislation, regulation, information systems, technology innovations, hospitals and their effect on the billing industry.
INDUSTRY OVERVIEW
-Bob Burleigh & Dave Jakielo
Explore the latest and most important trends in the medical billing industry that may have a positive or negative effect on your company. Insights will be shared as to how you can adapt and capitalize on the various trends. We’ll cover active and emerging trends in hospitals, practices, insurers, regulations, billing companies, technology and much more.
THE PAST AND FUTURE OF THE BILLING INDUSTRY
-Bob Burleigh & Dave Jakielo
This session will take a trip through the past four decades of medical billing and the most significant advances from the past twenty-five years. Then we’ll review where we are today and, more importantly, what will be needed to thrive in the years to come. This session will cover a growing list of technology advances and techniques to stay ahead in our ever-changing business.
MANAGING CLIENT RELATIONSHIPS (CASE STUDIES)
-Bob Burleigh & Dave Jakielo
One of the most important elements of maintaining a successful billing company is managing client relationships. Knowing how to anticipate or spot problems in advance, how to deal with a client or relationship crisis, how to repair and restore relationships and how to protect your company are all included in the in-class case studies, using real-life examples. Pre-conference case review and preparation is required.
BENCHMARKS, KEY PERFORMANCE INDICATORS, RATIOS
-Bob Burleigh
This ever-popular session covers WHAT to measure, HOW to measure it, WHEN to measure, WHY to measure it and the importance of each. You’ll get all of the formulae, methods for gathering the data and how to deduce what cannot be obtained. In addition, new for 2019, is a seismic change in the calculation of Days in A/R – the first change in over 50 years!
HOW DO I GET TO THE NEXT LEVEL?
-Bob Burleigh & Dave Jakielo
One of the most common challenges for a growing company is reaching up to the next level of size and revenue. The formula for growing a successful company involves the right mix of sales and marketing, finding and keeping talented people and 21st century automation, as well as building your organization chart. We’ll outline who and what is needed to plan your future success. We’ll discuss AI, Bots, BI, and others.
P.S. if you don’t know what those abbreviations stand for, you really need to attend this session.
WHO IS YOUR #2?
-Bob Burleigh & Dave Jakielo
One of the most difficult growth challenges is finding and/or developing a Chief Operating Officer. If you can’t see your desk because of all the work that is piled on it, if your growth has stalled or you have installed a take-a-number system so people can run everything by you, it’s time for you to develop or replace your number two in your company. We’ll cover the key skills and attributes of the ideal COO, when and how to make the move and how to know whether it’s working.
BUILDING, MOTIVATING AND REWARDING A WINNING TEAM
-Dave Jakielo
Today’s leader can’t do it alone. A leader’s success will be determined by the people they surround themselves with, so it is imperative that you have the correct people in the correct positions. The old adage of just treat everyone the same is not relevant in today’s workplace. You will learn to develop strategies to keep your team members motivated and learn tips to create, retain and reward a diverse, winning team.
PRODUCTIVITY OR DEATH
-Bob Burleigh
If you're into productivity, you'll know Parkinson's Law says: Work expands to fill the time available for its completion. In the 21st century workplace, where costs are rising and revenues are flat or declining, you must learn to dramatically increase employee productivity or lose your future to those who have. Although labor is the #1 cost of any billing company, employee productivity comes in second behind eliminating human labor or turbo-charging output. Old school methods will not survive the next five years.
SOFTWARE SELECTION
-Bob Burleigh & Dave Jakielo
There are many, many more software products offered every day. Each promises to improve results, lower costs, increase compliance enhance profitability and make you more competitive. This session will cover how to shop, how to prepare an RFP (Request for Proposal), how to objectively evaluate diverse products and build a comparison tool to compare prices when each vendor uses a different pricing methodology. Billing systems, coding products, reporting and data analytics are just a few of the many software systems to be discussed.
MARKETING IN THE 21ST CENTURY
-Dave Jakielo
21st century buyers buy differently, so you have to sell differently! In the past companies could rely on referrals for growth. Sales and marketing was something you did if you had any spare time. Continuing that strategy today is a sure way to go out of business. This session will explore how to develop and implement a marketing strategy that can assist in your future growth, regardless of your company’s size or budget.
BILLING COMPANY OPERATIONS: Are you a Freshman, Sophomore, Junior, Senior or a PhD?
-Bob Burleigh & Dave Jakielo
Are you a Freshman, Sophomore, Junior, Senior or a Ph.D?
The billing industry has come a long way from typewriters and carbon paper; however, many companies still have a long way to go to adopt advanced operating methods, take advantage of the business tools that are readily available, eliminate outdated manual methods, as well as many new solutions developed in the past few years – or months. We will identify the “latest and greatest” operational and technological advances in our industry, as well as identifying the advantages and disadvantages of jumping on the right or wrong bandwagon(s).
EMR INTEGRITY: THE VIEW FROM UNDER THE BUS
-Guest Speaker: Reed Gelzer, MD
The cliché “GIGO” now means “garbage in, gospel out.” Automation and the infinite variety of software devices, gadgets and gimmicks have led to bloated medical records, filled with information added by pull-down menus, check-off lists, defaults and other “enhancements.” This session provides a stark and sobering review of the issues associated with the legal and content integrity of a medical record as a clinical tool first. In addition, the integrity of the records’ content is paramount to good care, liability prevention and – last AND least, support for billing. Do you know if your clients’ EMR-generated records have genuine integrity? How can you spot a counterfeit medical record? Does your Compliance Program require record integrity from your clients? What are your risks if your clients’ records lack integrity? What can you do about it? Dr. Gelzer will bring his decades of (published) experience and knowledge to this important session.
THE BILLING INDUSTRY: HOW VALUES HAVE CHANGED IN TWENTY-FIVE YEARS AND WHAT THE FUTURE HOLDS
-Guest Speaker: Ted Stack
Ted Stack has brought consistently high-value information and expertise to this conference for over fifteen years. This session will take a long-term, longitudinal look at how billing company values have changed, what affects value in the 21st century, what trends are coming to an end and what trends are just beginning. In addition, the billing industry is just a small cog in a large clock-work that is affected by a host of additional health care and economic factors and drivers. This “big picture” session is one of the most valuable parts of our conference.
SPEAKERS
Robert B. Burleigh, CHBME
President, Brandywine Healthcare Services
610.306.9507
brandywinebob@aol.com
Bob has over forty-three years of healthcare financial management experience. His career has included eight years of hands-on and executive level hospital patient accounting for a 500 bed community hospital and an international chain of for-profit hospitals, eight years with Shared Medical Systems (SMS) [now Cerner] in both the Hospital and Physicians Services Division related to systems sales and delivery, project management, billing service management and consulting, and twenty-eight years as founder and President of Brandywine Healthcare Services.
Bob has conducted hundreds of engagements in medical practices, billing companies and hospitals in forty-eight states, including: practice performance reviews; assessment of billing operations; interim management and turn-around management of billing operations; compliance program development and audits; vendor performance audits, selections, and contract negotiations for billing services and coding services; coding and fee schedule reviews; billing and EDI software systems evaluations, selections, audits and contract negotiations; and litigation support of suits involving hospitals, physicians and billing service bureaus, including expert testimony and damage calculation.
Clients have included: medical schools; medical practices in virtually every specialty and sub-specialty; municipal, not-for-profit and for-profit hospitals; government agencies; law firms; public accounting firms; health insurance companies; healthcare trade associations and healthcare billing companies.
In 2003 and early 2004, Mr. Burleigh served as President and CEO of Alpha Thought Global, Inc., (ATG) one of the largest medical billing companies in the U.S. With offices in six states and New Delhi, India, ATG specialized in hospital-based medical practice billing, with clients in over twenty states. In late February 2004, he resumed the consulting practice he founded in 1988, Brandywine Healthcare Service. From 2009 to 2011, Bob served as Program Director for the RAC (Recovery Audit Contractor) Validation Contractor – Provider Resources, Inc., overseeing the initiation and operation of RAC oversight of CMS’ four RAC Contractors, including review and approval/denial of RAC audit proposals, assessment of RAC audit performance, and RAC policy development.
He has testified before Congress and NCVHS regarding patient privacy and the healthcare billing industry, as well as advising HCFA/CMS regarding billing company and physician compliance, the 4010 and 5010 transaction code sets, ICD-10 CM, provider enrollment, certificates of medical necessity (CMN), and physician documentation guidelines. He is a nationally recognized authority on billing services, professional service coding and fees, regulatory compliance, medical practice management, physician contracting, the management of hospital based medical practices, hospital departments and hospital patient accounting. Bob has been advising CMS on policy development and changes for over 15 years.
Bob is a frequent lecturer and author for numerous organizations including the Healthcare Billing and Management Association, Medical Group Management Association, Health Care Compliance Association, Healthcare Financial Management Association, American Health Lawyers Association, American Hospital Association, American Association of Healthcare Administrative Management, American College of Emergency Physicians, Radiology Business Management Association, American Pathology Foundation, American Collectors Association, and many others. Bob's authorship includes contributions to books on hospital and physician reimbursement, CPT-4 coding, contracts and risk management, emergency department management, feasibility studies and billing, for publishers such as the CCH, AHA, Aspen, Mosby's, ACEP, as well as numerous articles published by the Journal of Health Care Compliance, Part B News, Part B Insider (member of the Editorial Board), Medicare Compliance Alert, Report on Medicare Compliance, BILLING, Health Care Biller, Journal of Healthcare Financial Management, The Journal of Patient Accounting, ED Management and ED Physician News, Physician Payment Update, and many others.
Dave Jakielo, CHBME
President, Seminars and Consulting
412.921.0976
Dave Jakielo has over 30 years of hands on management experience. His background includes twelve years in hospital patient finance and, subsequently, over two decades of managing physician practices nationwide.
Dave an Executive Coach has been speaking, consulting and teaching business methods to managers, clerical staffs, business owners and other professionals throughout North America and in Europe and Asia.
He has extensive experience in sales, marketing, customer service, business start-ups and turnarounds, due diligence process and acquisitions assimilation.
He is co-author of four books: The Sales Coach.. Tips from the Pros , Information Technology for the Practicing Physician , Real World Customer Service Strategies and Conversations on Success. He is also a regular columnist in the trade journals Billing and BC Advantage. Dave received his CHBME (Certified Healthcare Billing & Management Executive) in 1998. His professional membership includes being a Past President of the Healthcare Billing & Management Association (HBMA). In addition he is past President of the National Speakers Association – Pittsburgh Chapter and also holds membership in the International Brotherhood of Magicians.
Dave is a graduate of University of Pittsburgh and received his Masters in Management from Carnegie Mellon University. He is a certified trainer and has trained at the Buckley School of Public Speaking. Since 1995 he has been President of his own Seminar and Consulting Company.
Reed Gelzer, MD
Dr. Reed Gelzer’s 30+ year health care career includes 11 years in rural primary care practice, data quality and the legal record attributes of medical records, then 3 years as an EHR vendor. Thereafter, as Trustworthy EHR, LLC, he’s focused on clinical trustworthiness, data quality, and business record accuracy. Watch for his upcoming article in RCM Advisor entitled, "The Ever-Shifting Sands Beneath the Billing Enterprise."
Professional Expertise:
1. EHR System reliability, data accuracy and records authenticity assurance
-Risk assessments
-Risk mitigation (clinical, medical-legal, revenue integrity, and regulatory)
-Compliance associated with medical documentation
-Counterfeit medical records
2. Clinician burden, usability, and adherence/compliance assurance
3. Release of Information, eDiscovery expert
4. Representative project and presentation clients
-CMS Physician Quality Reporting Initiative (precursor to PQRS, now QPP)
-HHS-OIG and FBI’s HealthIT Fraud Units.
-EHR Meaningful Use Incentives Appeals
-Electronic Submission of Medical Documents project.
-U.S. Navy Medicine (BUMED) Data Quality Office
-Data Quality/Fraud Management project for the 2007 Office of the National Coordinator, cited in the December 2013 HHS OIG report on EHR non-compliance
-NHCAA Annual Training Conferences (2015, 2016) and Schemes/Skills Conferences 2015, 2016
-Prior Authorization for Powered Mobility Devices
5. Publications examples
-Artigliere, Brouillard, Gelzer, Reich, Teppler, “Diagnosing and Treating Legal Ailments of the Electronic Health Record: Toward an Efficient and Trustworthy Process for Information Discovery and Release” in The Sedona Conference Journal, 2017
-Drury, Gelzer, Trites, “EHR Systems: Testing the Limits of Digital Records’ Reliability and Trust” for the Ave Maria Law Review, 2014
-Gelzer, Trites, How to Evaluate EHR Systems, AHIMA, Chicago, IL, 2008.
6. Volunteer Service
-HL7 Standards EHR Records Management-Evidentiary Support Working Group
-The Sedona Conference Working Group on Records Management and Discovery
-Johns Hopkins University Health Sciences Informatics Workshop “Digital Records in Medicine and Law: Reliability and Authenticity” October 2014
-Case Western Reserve University Law and Medicine Conference on EHRs and Patient Safety, April 2019
Ted Stack
Managing Director, Falcom Capital Partners
610.989.8900
info@falconllc.com
Ted has over 25 years of healthcare service, technology, financial, operational, and entrepreneurial experience. He has been involved with over 150 transactions throughout his career. He previously served as founder and Managing Director of Healthcare Technology Ventures and M & A firm InHealth Venture Management. Prior to founding InHealth, Ted was the Senior Vice-President of Development for PractiCare, Inc., a wholly owned subsidiary of the The Phoenix Companies (NYSE: PNX), Executive Vice-President of Development for Advanced Health Technologies (NASD:AHTC) and CEO/Co-Founder of Integrated Medical Management, Inc. (IMM), a venture backed physician management company. Prior to starting IMM, Ted was Vice-President of Northeast Management Operations, Medaphis (PerSe Technologies/McKesson, NASD:MCK), and a Manager with Ernst & Young’s Healthcare Consulting Practice. Ted has been on numerous private company boards. He is a graduate of James Madison University with a BBA degree in Accounting and Finance. Ted is a Registered Representative of BA Securities, LLC, through which all securities are offered.
Tickets
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Location
Westin New Orleans Canal Place
100 Rue Iberville, New Orleans, LA 70130, USA
