heartbeat
Volume 66 | Issue 4 Spring 2014
H E A LT H C A R E F I N A N C I A L M A N A G E M E N T A S S O C I AT I O N S E R V I N G T H E K A N S A S C I T Y C H A P T E R Programming .............................2 Webinars ....................................2 Membership Directory ................2 President’s Corner ......................3 Haase + Long Spotlight ..............6
Officers and Directors.................6 Region 8 Connection...................7 KHA Update ................................8 Mercer Spotlight.........................9
MHA Update .............................10 Get to Know a Member .............11 New Members ..........................12 Human ARC Spotlight................13
Committee Chairs/Co-Chairs.....13 Summer Institute......................14 A Great Start to 2014................15 Meet Your New Leaders ............16 HFMA Anniversaries..................17
Tax-Exempt Status: From Charitable Care to Community Benefit Nonprofit hospitals are in a new era of compliance, with reporting obligations now inextricably tied to an organization’s tax-exempt status. Two recent notices from the IRS attempt to provide more clarity for hospital leadership. Internal Revenue Code (IRC) Sec. 501(r), which sets forth requirements nonprofit hospitals must meet in order to maintain federal tax exemption under IRC Sec. 501(c)(3), was created with passage of the Affordable Care Act (ACA) in 2010. More than half of all hospitals in the United States are nonprofit. Thus, IRC 501(r) will have a significant impact on the manner in which health care will be provided in the local community and across the country. Gerald Swiacki
Charitable Care, Community Benefit In 1956, the IRS standard for tax exemption required hospitals to provide charity care to the extent of their financial ability. “Community benefit” was first articulated by the IRS in 1969. While charity care remained an important component, hospitals were required to expand efforts and promote health to a class of persons broad enough to benefit the community. The standard remained essentially unchanged until 2009 when the IRS introduced a new Schedule H to supplement financial data collected from all tax-exempt organizations. Enactment of the ACA presented another opportunity to expand and clarify federal community benefit requirements, establishing criteria related to the assessment of community health needs; financial assistance policies; and hospital charges, billing and collection practices. Article continues on page 4
mark your calendars HOA Membership Directory has now been placed in the Members Only section of our website!
National Webinars Learn about timely healthcare finance topics and earn CPEs. Most live webinars are free for HFMA members and $99 for non-members, unless otherwise noted. April 29
An Overview of the Office of Inspector General’s 2014 Work Plan
April 30
Understanding How the Telephone Consumer Protection Act Affects Your Debt Collection Efforts
May 1
Detecting Product Equivalency to Drive Lower Physician Preference Items
May 6
Panel Discussion: How Health Information Management Improves the Revenue Cycle
May 28
Practical Roadmaps to Prepare Your Organization and the Revenue Cycle for the ICD-10 Transition
June 19
Harnessing Data Normalization to Drive Product Savings
August 21
Understanding How Predictive Tools Help Expedite Value Analysis
October 16
Controlling Costly Physician Preference Items
View all upcoming live webinars HFMA provides webinars available one calendar year following the live webinar date and year. Most on-demand webinars are free for HFMA members and $99 for non-members, unless otherwise noted. Available until June 6, 2014
Challenges with Transitioning to Accountable Care
Available until Sep 24, 2014
Understanding the Impact of Consumable Costs that Exceed their Capital Investments
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Andrea Lindsay, President
Happy Spring! Spring is officially here! I am sure most of you are just as excited as I am about this. No more snow and single digit temperatures. No more heavy winter coats and no more shoveling the driveway! I am certainly looking forward to outdoor activities, planting flowers, trips to the park and my husband grilling. It is hard to believe how fast this year has gone but my year as President now begins to come to a close. We have done very well this year in regards to meeting the goals on our chapter balanced score card as well as meeting personal goals our chapter leaders set at the beginning of the chapter year. We have officially met our membership goal for the year! A big thank you to our Membership Committee and all chapter members who have helped recruit new members. We certainly could not do this without you. Our new member lunches have also been successful. Fifty percent of members that have joined since May have attended a lunch and have been able to connect with various officers and board members. Thank you to everyone that has participated. We will also meet our education goal for the year and are even on track to win the Henry Hottum Award for Educational Performance Improvement (we will keep our fingers crossed). This is in part due to the increased number of Road Shows held at various hospital providers around the Kansas City metro. If you are interested in learning more about our Road Shows and hosting one at your hospital, please contact Paul Knudtson at 816-502-0648.
I am excited about our next program on April 24th at the Ritz Charles. This program includes our annual Awards Banquet and Officer Installation. Past President Dan Williams will oversee the officer installation and our program speakers are nationally known speaker Jerry Traylor and Bill Beerman, Executive Vice President at Cardon Outreach. The afternoon events start with lunch at 12:00 and ends with a Networking Social at Coach’s immediately following the program. You do not have to attend the program to come to the Networking Social. For those of you who have not attended one of our socials in the past, it is a great way to get to better know your colleagues and meet new people. Our Networking Committee always does a great job! It has been a privilege to serve as your chapter president. This has been a wonderful experience and I will look back on these days very fondly. Thank you to all of the board members, officers, committee chairs and committee members which all contributed to making this a successful year for the Heart of America Chapter. I encourage all of you to give your support and encouragement to your newly elected president, Jim Mozena and his team as they lead the chapter in the coming year. Yours in service, Andrea Lindsay, President
Our Website Committee has also added a “Members Only” section that includes a membership directory, the chapter policies and procedures and handouts from our local programs. This committee will continue to make changes in the coming year to better serve member needs. Our annual chapter survey showed an increase of 5% in the overall satisfaction score from last year. Of special note, the satisfaction ranking of the educational topics addressed at chapter programs and the chapter networking opportunities also increased by 5% each. Additional accomplishments this year include our chapter’s 60th Anniversary Celebration Gala held at Arrowhead Stadium as well as a redesigned newsletter. Thank you to everyone that served on each of these committees!
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Tax-Exempt Status, continued...
501(r) provides that a hospital organization will not be afforded tax-exempt treatment under 501(c)(3) unless the hospital meets requirements of 501(r)(3) through (r)(6): - 501(r)(3) requires a hospital organization to conduct a community health needs assessment (CHNA) every three years and implement a strategy to meet those needs. - 501(r)(4) requires a hospital organization to establish a financial assistance policy (FAP) and a policy related to emergency medical care. - 501(r)(5) limits amounts charged for emergency or other medically necessary care that is provided to individuals under the hospital’s FAP to not more than the amounts generally billed to insured individuals. - 501(r)(6) requires reasonable efforts to be made to determine whether an individual is FAP-eligible before engaging in extraordinary collection actions. There is considerable guidance from tax and legal professionals regarding the nuances and best practices for complying with the requirements of 501(r), including the dynamic nature of the CHNA process and the need for its conclusions and responses to be thoroughly documented.
Notices, Proposed Regulations and Procedures Implementation of 501(r) has not been without challenges and the IRS has attempted to resolve a wide variety of issues through notices and publication of proposed and temporary regulations. It is in the absence of statutory guidance that proposed regulations offer organizations the best instruction on compliance. Most recently (i.e., on Dec. 30, 2013), two more notices provided guidelines for affected organizations. Notice 2014-2 confirmed that tax-exempt hospital organizations may rely on proposed regulations under 501(r) before final regulations are published. Notice 2014-3 provided correction and disclosure procedures for certain failures to meet the requirements under 501(r). With the issuance of Notice 2014-2, nonprofit hospitals are provided a clear methodology for compliance with 501(r) based on the proposed regulations dated June 26, 2012 and April 5, 2013. For the earlier guidance, information was provided on the requirements for charitable hospitals relating to financial assistance and emergency medical care policies, charges for emergency or medically necessary care provided to individuals eligible for financial assistance, and billing and collections. CHNA requirements were covered in April 2013 along with a
discussion on the related excise tax and reporting requirements for charitable hospitals as well as consequences for failure to satisfy 501(r). The 2013 proposed regulations also specified that failure would be excused (i.e., no loss of tax-exempt status), if a hospital corrected and disclosed errors and omissions promptly after discovery. Most tax-exempt hospitals were required to meet the CHNA requirement set forth in 501(r)(3) by the end of 2013. As for those organizations that made a good faith effort to comply by the deadline, issuance of Notice 2014-2 on Dec. 30 might be considered anything but timely. Fortunately, Notice 2014-3 includes a proposed revenue procedure allowing nonprofit hospitals to maintain favorable tax treatment when failure is neither willful nor egregious.
A Road Map for Hospitals The proposed correction and disclosure procedures of Notice 2014-3 provide a road map for organizations seeking to excuse one or more failures as long as action begins before the hospital is contacted by the IRS concerning an examination. Correction includes the following four principles: - Attempt to restore affected persons to the position they would have occupied had the failure not occurred. - Take action reasonable and appropriate to the failure. - Make the correction as quickly as possible after discovery. - Establish or modify policies and procedures to prevent similar failures from recurring. Disclosure on Schedule H of Form 990 for the tax year in which the failure is discovered requires: - A description of the failure, including its type, location, date, number of occurrences, number of persons affected and dollars involved, along with the cause of the failure and practice and procedures in place prior to the occurrence. - A description of the discovery, including how it was made and timing. - A description of the correction made, including the method and date of corrections and whether affected persons were restored. - A description of the practices and procedures, if any, that were established or modified or an explanation as to why no changes were needed.
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Article continues on next page
Tax-Exempt Status, continued...
The IRS states that correction and disclosure does not create a presumption that failure was not willful or egregious. However, correction and disclosure in accordance with the proposed revenue procedure will be considered as a factor and may serve as an indication that failure was not egregious or willful. It is important to note that minor and inadvertent omissions and errors due to reasonable cause will not be considered a failure to meet a requirement of 501(r), if corrective action is taken promptly after discovery. By contrast, a failure to meet the CHNA requirements of 501(r)(3) subsequently excused as a result of appropriate correction and disclosure actions may still result in the imposition of an excise tax.
proposes procedures to correct and disclose failures to comply with the requirements of 501(r). Policy analysts predict less demand by uninsured patients for free and discounted hospital care as the ACA is implemented. The anticipated result is greater resources at nonprofit hospitals to focus on community benefits. The entire industry is shifting from managing illness to promoting wellness. Nonprofit hospitals, in return for retaining favorable tax treatment, are expected to contribute by creating and expanding public and community health initiatives throughout the communities they serve. 501(r) appears to be the tool by which the shift from an emphasis on charitable care to community benefit will be accomplished.
501(r): A Shift in Emphasis The IRS continues to focus on activities and policies of nonprofit hospitals while capturing information to ensure compliance with the ACA. However, many of the provisions of 501(r) were effective for tax years beginning after the date of enactment. As such, and without final rules and regulations, the challenge for affected organizations has been to avoid failure. A recent notice confirms certain proposed regulations can be relied upon for compliance pending the publication of final regulations or other applicable guidance. Another new notice
Gerald M. Swiacki is a senior vice president with Lancaster Pollard. He manages the Southeast region and is based in the firm’s Atlanta office. He may be reached a
[email protected]. Hyperlinks: 501(c)(3) http://www.irs.gov/Charities-%26-Non-Profits/Charitable Organizations/ New-Requirements-for-501(c)(3)-Hospitals-Under-the-Affordable-Care-Act Notice 2014-2 http://www.irs.gov/pub/irs-drop/n-14-02.pdf Notice 2014-3 http://www.irs.gov/pub/irs-drop/n-14-03.pdf Schedule H http://www.irs.gov/pub/irs-pdf/f990sh.pdf
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Officers and Directors 2013 HEART OF AMERICA CHAPTER OFFICERS
BOARD OF DIRECTORS 2012-2014
President President-Elect Vice President Secretary Founders/DCMS Treasurer
Robert Fowle Janis Richardson Natalie Lee
Andrea Lindsay Jim Mozena Paul Knudtson Michelle Narayan Michelle Narayan Todd Kenney
2013 PUBLICATION COMMITTEE Jessica Baird, Co Chair Cathy Kindle, Co Chair Sharon Fiene
2013-2015 Mea Austin Heath Leuck Cathy Kindle Karrie Pence Mary Knollmeyer Michael Quintero
816-407-2041 816-691-2010 816-691-2505
Deadline for submission of articles for the next newsletter is June 18, 2014.
2014 Corporate Sponsorship PLATINUM
GOLD
BKD, LLP Bank of America Merrill Lynch Haase & Long Human Arc McGladrey LLP Mercer MMIC
Bank of Kansas City Commerce Bank
Sincere appreciation is extended to our corporate sponsors for 2013. Your support of our Chapter significantly improves our ability to offer quality programs to our members. Please consider joining our fantastic group of sponsoring organizations.
SILVER Avadyne Health Cardon Outreach Country Club Bank HRS Erase
If you are a service provider, please contact: Mea Austin 785-842-0726 Mary Knollmeyer 913-791-3500 x 4018
Spring Sponsor Spotlight: Haase + Long
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Randy Hoffman, Region 8 Regional Executive 2013-2014
March Madness! If you are a sports fan you have to love this time of year. It is the second day of the NCAA basketball tournament and my hopes of winning the billion dollar bracket are officially over. I will spend the next two weeks watching my bracket fall to pieces. So, with no billion dollars coming my way it means I must continue with my commitment to write my fourth and final Region 8 Connection newsletter article. It is also March Madness time for your chapter leaders as the end of the 2013-2014 HFMA year is approaching. It is that time of year when each chapter is evaluating their chapter balance scorecard and determining how to meet those goals. Throughout the year your chapter leaders have worked diligently to provide you with educational and networking opportunities. They have encouraged many of you to advance your careers through HFMA certification. Many of you have been encouraged to volunteer at the chapter level throughout the year. Your chapter leaders have given much time and effort to help your chapter succeed. Please take time this month and thank your leaders for all that they have done. I also encourage you ask those leaders how you can assist the chapter with continued success in the future. Our chapter volunteers are so important. Without volunteers HFMA would not exist. I encourage each of you to volunteer. Time and talent
are always needed! Contact one of your chapter leaders today to volunteer for next year. As my term as Regional Executive comes to an end I would like to thank all the 2013-2014 Region 8 Chapter Presidents – Tom, Kyle, Devon, Andrea, Mandy, Geoff, Mandy, Shawn and Greg. I have been blessed with the opportunity to get to know all of you and wish you all continued success. I have also been blessed to have Tracy Packingham as my successor. Tracy thank you for all your help this year, just saying! Region 8 is in great hands. Lastly, I would like to thank all of the chapter leaders who have made the Region 8 MidAmerica Summer Institute a success. Don’t miss the conference this year, August 18-20 in St. Louis. Thank you again for the opportunity to serve Region 8. It is truly the best Region in HFMA. My telephone number is 402-330-2660 and my email address is
[email protected] . I welcome your questions and comments at any time!
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Audrey Dunkel, Director of Financial Advocacy
Expanding Medicaid in Kansas The Supreme Court decision that Medicaid expansion was an option for states and not a requirement had a huge impact on providers. Those hospitals located in the twenty-five states that are not expanding Medicaid are now faced with all of the cuts in the Affordable Care Act and the continued burden of providing services to those who fall in the gap between Medicaid and exchange subsidies with little hope of reimbursement. The challenge in non-expansion states like Kansas is making the case to policy makers who are more focused on the politics surrounding “Obamacare” and less focused on policies that would serve the greater good. The most often heard arguments against expansion include concerns over the federal government’s ability to continue to fund the enhanced match for the newly eligible, the federal deficit and the consistently held belief that those who would be covered by expansion are willfully unemployed and looking for another opportunity to live off the largess of the state. These arguments ignore the billions of federal dollars flowing into states for other programs as anticipated. They also ignore the fact that 76 percent of those who fall in the gap between Medicaid coverage and ACA subsidies are in a working family. It is also argued that providers are particularly interested in expansion because they have the most to gain from expansion. In truth, expansion falls short of filling the gap created by the $1.3 billion in Medicare cuts to providers under the ACA over the next decade. This argument also ignores the impact of the ACA on our businesses and communities as Kansas dollars flow out of the state to be spent in expansion states. It is estimated that the annual fee on health insurance providers will cost Kansas $118.3 million annually, and that the employer penalties that begin in 2015 will conservatively cost $16.0 million annually. There are other taxes with unknown impacts to Kansas as well – the Medicare tax on high income tax payers, the Medicare unearned income tax, the individual mandate penalty, as well as the taxes on pharmaceutical companies and medical device manufacturers and several others.
What would it cost to expand Medicaid in Kansas? According to a study commissioned by the Kansas Department of Health and Environment, the cost to Kansas would be about $500 million over the next decade. The return of federal dollars would be $6.9 billion. These numbers do not take into account the other impacts of expansion over the first seven years – an estimated $112.5 million in new state revenues and savings from state funded health programs of $312.7 million resulting in a net state savings of $82.0 million. It’s not just that Kansas hospitals and providers would benefit from expansion. Employers could avoid the $16.0 million in penalties if the state expanded Medicaid. Families could see the cost of their health insurance premiums stabilize as approximately $1,100 a year would no longer be added to their premiums to make up the costs of the uninsured. Local communities would continue to see the multiplier effect of hospitals on their economies. Every dollar of income generated by local hospitals results in 46 cents for other business and industry in the community. This means that without Medicaid expansion to fill a portion of the gap in hospital income due to Medicare cuts, Kansas business and industry will lose $600 million in income over the next decade. The Kansas Hospital Association advocates Kansas moving forward with a Kansas solution, one that builds upon the KanCare program which focuses on providing the right care, in the right setting, at the right time.
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Spring Sponsor Spotlight: Mercer
Mercer is a global leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset – their people. Mercer’s more than 20,000 employees are based in 42 countries and the firm operates in over 140 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital. With over 53,000 employees worldwide and annual revenue exceeding $11 billion, Marsh & McLennan Companies is also the parent company of Marsh, a global leader in insurance broking and risk management; Guy Carpenter, a global leader in providing risk and reinsurance intermediary services; and Oliver Wyman, a global leader in management consulting. For more information, visit www.mercer.com. Follow Mercer on Twitter @MercerInsights.
HFMA’s Virtual Conference
2014 Dates: September 18 • December 16 Mark your calendar for this live event—free to HFMA members. HFMA’s Virtual Conference provides you with unique and cutting edge programming—all from the convenience of your home or office.
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Andrew B. Wheeler, Vice President of Federal Finance, Missouri Hospital Association
Sustainable Growth Rate “Fix”, RAC Reform, State Medicaid Expansion The federal government enacted a two-year budget agreement in late 2013 that, among other things, included a short-term physician payment fix to avert the 24 percent payment reduction through March 31. This action extended the current level of payments to physicians to allow Congress time to focus on a permanent fix for the sustainable growth rate formula. As the end of March approached, it became clear that a permanent fix would not be signed into law. At the last hour, Congress passed and the president signed into law H.R 4302, which postponed the SGR cuts until April 1, 2015. The bill also placed a one-year delay of ICD-10 implementation, reauthorized the Medicare therapy cap exception process for one year, extended the “probe and educate” process in enforcing the “two-midnight” rule and eliminated the Medicaid DSH cuts for federal fiscal year 2016. The Missouri Hospital Association continues to encourage Congress to not pay for the SGR fix by reducing hospital reimbursement. Traction also is being gained in support of Recovery Audit Contractor reform. The Office of Medicare Hearings and Appeals sent a letter that served to notify many hospitals of a temporary suspension of assigning new cases for an Administrative Law Judge hearing. The letter further explained that the suspension allows time for the ALJ to adjudicate a backlog of 357,000 appealed claims. In response, the Missouri Hospital Association sent a letter to the Missouri congressional delegation expressing concern about the suspension and RAC process in general. In response, all eight of Missouri’s representatives, along with 103 additional members of the U.S. House of Representatives, wrote a joint letter to the U.S. Department of Health and Human Services Secretary Kathleen Sebelius calling for RAC reform. The recommendations included dedicating additional resources to help with the backlog, calling for the Centers for
Medicare & Medicaid Services to implement reforms to ensure auditors are charged with identifying real claim errors and provide additional transparency, and recommending an alternative payment arrangement with auditors so the RACs are not improperly incentivized to deny claims for profit. The Missouri Hospital Association continues to encourage Congress to take action and improve the RAC process. The Missouri General Assembly is in high gear and once again, Medicaid reform is center stage. Several bills have been drafted that would lead to Medicaid reform and expansion. The bills include provisions to expand the use of Medicaid managed care, apply new accountability standards, encourage coordination of care through medical homes or accountable care organizations, add a health savings account option, expand Medicaid coverage up to 100 percent of federal poverty level through the purchase of coverage through the marketplace and much more. The Missouri Hospital Association continues to work diligently with community leaders and state officials to decrease Missouri’s uninsured rate. Support continues to build at hospital boards, local and state chambers of commerce and other coalitions. Once again, MHA is calling on hospital leaders throughout the state to provide support in this effort. To contact Missouri lawmakers on Medicaid reform, visit MissouriHealthMatters.com.
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Get to Know a Member Name: Jamie Turner Employer: University of Kansas Hospital Title: Manager of Patient Financial Services
Marital status? Children? I am engaged to be married in August of this year. I do have one child; she is a four-year-old Boston Terrier who is spoiled rotten.
Why did you join HOA-HFMA? I joined HOA-HFMA to stay connected to the latest news and information in Healthcare. I am always looking for new ways to improve my management skills and play a role in improving not only my department but even in some small way the hospital I work for. How long and why do you work in healthcare? I have worked in Healthcare for seven years. I began working in healthcare in hopes of helping patients through likely the most difficult time of their life. With all of the changes in healthcare, I believe now more than ever patient’s need help understanding their bills and even their insurance plans. What do you like most about your job? What I enjoy most about my job is that every day there is something new and challenging. I strive to help my employees embrace the changes in healthcare so we can provide the best customer service partnered with the world class treatment they receive from our Hospital.
Do you have a funny/embarrassing event that has happened on the job you can share? I was covering an overnight shift in the Emergency Room and I had a man dressed as a leprechaun check in for detox. It is amazing what you see in the ER. What is your personal or professional motto? Follow your dreams or you will spend the rest of your life working for someone who did. Please describe some of your favorite accomplishments or biggest challenges met: My biggest accomplishment and biggest challenge are one in the same; I completed my MBA in 5 1/2 years with two undergrad degrees while working full time. What advice would you give to someone entering the healthcare field? Always remember to be flexible, embrace change, and remember why you are here. No matter what your job description is, your job is to help the patient.
Power comes from being understood.SM When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from McGladrey. That’s the power of being understood. For more information, contact Natalie Lee at 816.753.3000. Experience the power. Go to www.mcgladrey.com/healthcare
© 2013 McGladrey LLP. All Rights Reserved.
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Welcome New Members! Joe Andrade, Sales Director Relay Health Work Phone: (816) 674-2904
[email protected]
Jamie Turner, PFS Manager University of Kansas Hospital Authority Work Phone: (913) 945-5516
[email protected]
Connie Rodriguez, Team Lead Cerner Corporation Work Phone: (816) 201-9794
[email protected]
Debra Gregory, Director Patient Financial Services University Of Kansas Hospital Work Phone: (913) 541-4626
[email protected]
Leisha Barry, Vice President Cerner Corporation Work Phone: (816) 201-4001
[email protected]
Angel Snowden, Manager Cerner Corporation Work Phone: (816) 201-1606
[email protected]
Debra Winters, Hospital Billing Supervisor Kansas City Orthopaedic Inst Work Phone: (913) 319-7614
[email protected]
Jeff Fahler, Senior Vice President Commerce Bank Work Phone: (816) 234-2894
[email protected]
Rachel Keller, Team Lead Cerner Corporation Work Phone: (816) 201-3917
[email protected]
Melissa Gardner, Sales Associate Healthcare Insights, LLC Work Phone: (816) 510-7774
[email protected]
Ryan Bradley, Patient Financial Services Representative Heartland Health Work Phone: (816) 271-7626
[email protected] Mark Basola, Assistant Vice President BMO Harris Bank Work Phone: (816) 448-6862
[email protected]
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2013-14 Committee Chairs/Co-Chairs: Audit Committee Keeley Roach 816-474-4253, x21507 By-Laws Committee Janis Richardson-Chair 816-292-4234 Sponsorship Committee Mea Austin, Co-Chair 785-842-0726 Mary Knollmeyer, Co-Chair 913-791-3500 x4018 Membership Committee Niki Phelps, Co-Chair 913-384-7254 Brandi Rudd, Co-Chair 913-390-5966
Website Paul Kim, Co-Chair 816-221-6300 Matthew Robertson, Co-Chair 913-234-6660
Certification Damara Harper, Chair 816-792-7012
Fall Workshop Committee Jim Mozena, Chair 913-647-6404
Publications Committee Cathy Kindle, Co-Chair 816-691-2010 Jessica Baird, Co-Chair 816-407-2041
Networking Committee Heath Leuck Co-Chair 816-347-2859 Kalinda Tenborg Co-Chair 913-234-6654
Programs Committee Paul Knudtson, Co-Chair 816-932-0336 John Travis, Co-Chair 816-201-1465
Directory Robert Fowle, Chair 913-319-6209
Nominating Committee John Maschger, Chair 816-922-8971
Spring Sponsor Spotlight: Human Arc Your complete self-pay reimbursement solution, right here in Kansas City. In 2014, we celebrate our 30th year of providing comprehensive solutions to address self-pay reimbursement challenges. Experience: An extensive range of solutions including Medicaid and disability program eligibility enrollment, screening and enrollment for subsidized Marketplace insurance, out-of-state Medicaid billing and follow-up, and denial management and appeals. Compassion: A patient-first approach achieved through genuine caring, concern and respect for everyone we serve, optimizing their health care experiences while improving your fiscal health. Results: Improved access to health care and quality-of-life benefits delivered to over a million people each year, and billions in incremental revenue secured for clients nationwide. Through a combination of technology and innovation, we can provide the solution you need to secure more revenue—from complete outsourcing of self-pay patient account management to leadingedge software that makes in-sourcing more accurate and efficient. 800.828.6453 or 816.363.8989 Fax: 816.363.3535 www.humanarc.com – page 13 12 –
60th Anniversary Committee Andrea Lindsay, Chair 816-932-2496
Come Join Us! HFMA volunteers receive opportunities for professional development, information, networking, and advocacy and earn Founders points when they participate in a chapter committee.
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A Great Start to 2014 2
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While Kansas City has experienced below-average temperatures and a slow start to spring, the Heart of America Chapter has seen high attendance in the first three programs of 2014. Sessions were offered at Ritz Charles, Saint Luke’s East, and John Knox Village and included timely and relevant topics: Adapting to 2014 Regulatory Challenges, Benchmarking during a Time of Change, ICD10 Readiness, and Healthcare 101. Be sure to attend the Annual Awards & Officers Installation and Special Presentations with Bill Beerman, “What is the Color Code”, and Jerry Traylor, “Improve the Business of CARING” on April 24.
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There were 181 attendees at the first three programs offered in 2014. Suzanne Lestina, FHFMA, CPC, provided expert information during the February program on ICD10 readiness. She is the Vice President of Client Innovation with Avadyne Health and previously served as HFMA’s technical expert and consultant for HFMA’s MAP product line(s). Mike Quintero, MBA, FHFMA, is the Patient Financial Services Director at University of Kansas Hospital. Mike shared what his hospital learned during their recent system conversion. Networking breaks are a great way to meet fellow HFMA members and share experiences. Forefront L to R: John Maschger, Erin Parde, and Donald Tapella Niki Phelps, Nate Gifford, and Paul Knudtson Andrea Lindsay, HOA President, and Mary Knollmeyer, Board Member – page 15 –
Meet Your New Leaders DAMARA HARPER Place of employment: Liberty Hospital Title: Director of Finance Why did you decide to join the Board? It is an opportunity to increase my engagement with the healthcare finance community. I’ve been a member of the HOA Chapter of HFMA for 8 years and have been certification committee chair for 2 years. What do you see as the greatest challenge for the Chapter in the coming year? Since we all know healthcare reform is not going away, it is imperative for healthcare providers (and vendors) to partner with each other. The ongoing challenge for the Chapter is engaging current members and recruiting new members to facilitate this process.
ESTEBAN PONCE Place of employment: Saint Lukes Health System Title: IS Analyst Epic Implementation Why did you decide to join the Board? I like to be involved in the decision making of the chapter activities as well as to bring new ideas to the chapter’s leadership in order to make it better. I also like to meet new people and HFMA peers and continue a good relationship with the current members I already know. What are your goals for the Chapter in the coming year? As a past president of the chapter, I would like to contribute with new ideas, past experiences and positive feedback to make the chapter stronger and better every year.
KEELEY ROACH Place of employment: BKD, LLP Title: Senior Consultant II Why did you decide to join the Board? I am thrilled to have the opportunity to serve the Heart of America chapter further in this new role. I was excited to be nominated to serve as a Board member and accepted that nomination in order to gain some insight into the inner workings of this Chapter and provide any expertise I can to help the Chapter further its goals.
What do you see as the greatest challenge for the Chapter in the coming year? One of the biggest opportunities I see for our Chapters’ future is to continue to offer quality education to our Healthcare professionals. I think a good goal would be to continue to expand on our social media presence in order to reach Healthcare professionals at all levels of experience.
MATT ROBERTSON Place of employment: Bank of Kansas City Title: Assistant Vice President, Healthcare Banking Why did you become a Chapter officer? I became an officer to get better involved in the chapter, as well as to help foster new relationships. HFMA is a wonderful resource for learning new information and increasing your network, but only gives back what you’re willing to put in. What are your goals for the Chapter in the coming year? I’d like to see a continued focus on finding topics that maximize attendance and draw the interest of chapter members. Also, I believe the increased level of networking happy hours have been a nice touch to get members engaged.
JESSICA BAIRD Place of employment: Liberty Hospital Title: Managed Care Coordinator Why did you decide to join the Board? I’ve been a co-chair on the publications committee for two years and have enjoyed becoming more familiar with the chapter. I was ready for an additional challenge and wanted to be more involved in the chapter. What do you see as the greatest challenge for the Chapter in the coming year? Health care is an industry that is constantly evolving. Keeping pace with those changes and providing membership with timely and relevant education is going to continue to be a challenge.
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HFMA Anniversaries for 2013-2014
Under 2 years
5 years
20 years
Aby Mathew - Chamberlin Edmonds, An Emdeon Company Amy Freeman-Pierce - Cerncer Corporation Angel Snowden - Cerner Corporation Angie Moore - Heartland Behavioral Health Services Bradley Musfeldt Brandi Meyers - Cerner Corporation Chris Scott - Rural Community Hospitals of America Cindy Patterson - Heartland Regional Medical Center Cindy Schler - Cerner Corporation Clay Norris - Siemens Connie Rodriguez - Cerner Corporation Dale Farrell - Truman Medical Center/ Lakewood David Hung - BMO Harris Bank Debra Gregory - University of Kansas Hospital Debra Winters - Kansas City Orthopaedic Inst Eric Justin - Cerner Corporation Evelyn Ray - North Kansas City Hospital Gayle Gauert - Commerce Bank Jamie Turner - University of Kansas Hospital Authority Jeff Fahler - Commerce Bank Jeff Tindle - Carroll County Memorial Hospital Jeffrey Gannon - Cerner Corporation Jill Anderson - Cerner Corporation Joe Andrade - Relay Health Kristie Michiels - Children’s Mercy Hospital Laura May - Children’s Mercy Hospital Leisha Barry - Cerner Borporation Lori Hutchings - Cerner Corporation Mark Basola - BMO Harris Bank Melissa Gardner - Healthcare Insights, LLC Pamela Hanna - Cerner Corporation Rachael Keller - Cerner Corporation Rachel McTarsney - Adreima Robert Shaffer - CBCS Robert Sherman - Cerner Corporation Ryan Bradley - Heartland Health Terri Houchen - B.E. Smith Tina Stuart - Chan Healthcare Todd Goforth - North Kansas City Hospital Ward Svarvari - Cerner Corporation Will Griggs - Cerner Corporation
Brenda Wyatt - Children’s Mercy Hospitals & Clinics David Dow - K&D Consulting Jeanice Van Liew - Accretive Health Jon Doolittle - Northwest Medical Center Kari Casady - St. Francis Hospital and Health Services Kelly Taylor - The Sevenex Group Laura O’Bannon - Delta Systems, Inc. Michael Carnahan - Cerner Corporation Michelle Frederick - Esolutions, Inc. Mike Hofmeister - Allscripts Terry Buckler - Delta Systems/XPO Plus Todd Kenney - BKD, LLP
Shanna Hanson - Human Arc Rhonda Wild - Olathe Medical Center
10 years Belinda Whitehead - Truman Medical Centers, Inc. Donald Tapella - Medical Recovery Services Edna Rindner - Child Health Corporation of America Esteban Ponce - Saint Luke’s Hospital of Kansas City Jason Habben - Cerner Jason Keibler - Coventry Health Care of Kansas Kim Brown - Children’s Mercy Hospital Mea Austin - Haase & Long Nancy Golubski - Humana, Inc. Pete Hubbard - Cerner Ronald Drummond Shelaine Acree - 3M Health Information System
15 years Bill Johansen - DST Technologies, Inc. Brent Probasco - Cass Regional Medical Center Colette Lasack - University of Kansas Hospital David Gippner - Children’s Mercy Hospital & Clinics Joel Gleason - Cerner Corporation Katie Guhr - Coventry Healthcare Kevin Murphy - HRS/Erase, Inc. Pablo Marquez - Pricewaterhouse Coopers LLP
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30 years Mary Knollmeyer - Olathe Medical Center
30+ years Carol Meyer - Saint Luke’s Health System Conrad Maygers Daniel Williams - Liberty Hospital Darrell Bieberly - Saint Luke’s Health System Frank Devocelle - Olathe Medical Center Gordon Glass - Golden Valley Memorial Hospital James Franklin Jerry Rutherford - Child Health Corp Of America Joyce Keck - Carondelet Health Jocelyn Skidmore - St. Francis Hospital & Health Services Kathy Janvrin - Carondelet Health Kenneth Gross Larry Crozier Lawrence Fogel - Fogel Consulting, LLC Linda Cole - Country Club Bank Marie Nicholson Michael Herrick - Catholic Health Initiatives Ronald Bremer - Bremer & Co., CPA Stephen Doherty - Lakeway Regional Medical Cemter Thomas Kennedy Thomas Langenberg - Community Health Group
