heartbeat Volume 68 | Issue 1 Summer 2015 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 President’s Corner ......................3 ANI 2015 ....................................6
MHA Update ...............................7 HOA Annual Awards....................8 Officers/Committees.................10 Region 8 Connection.................11
MidAmerica Summer Institute...12 Leadership Training ..................13 Sponsor Spotlight .....................13 New Members ..........................14
Get to Know a Member .............15 Golf Tournament .......................17 Changes to CHFP......................18 Board & Officer Highlights.........19 Mini Leadership Training...........24
Mercy Hospital Joplin Reopens: A Symbol of Recovery It is hard to forget the images broadcast from local and national new programs on the afternoon of May 22, 2011, when an EF5 tornado ravaged the southwest Missouri town of Joplin. We soon learned that St. John’s Mercy Hospital took a direct hit, and as finance leaders who serve the healthcare industry, our hearts went out to them. The tornado’s 13.8-mile path led to 161 deaths and widespread destruction. It was reported that 8,000 structures, 400 businesses, 18,000 vehicles, and 8 schools were destroyed or severely damaged. It was the country’s deadliest tornado since 1947 and ranks as one of the most costly. Mercy Health’s Marcia Reynolds, RN, reported the tornado’s impact on St. John’s Mercy. Windows and walls were blown out, portions of the roof were pulled off, and massive debris filled the hospital. The building’s infrastructure was severely damaged: Generators were destroyed, all communication was lost, water, sprinkler, gas, and sewer pipes were disrupted, and liquid O2 tanks were damaged. The tornado also destroyed or severely damaged 86 medical staff offices, the rehab building, a helicopter, and disaster trailer. All 183 patients had to be evacuated. 1 Ms. Reynolds detailed lessons learned from the disaster:1 - You do what you practice/drill - Evaluate drills/responses to improve your plan - Drill until you fail - Add patient slippers/shoes to your weather plan - Announce thunderstorm watches/warnings periodically to keep staff informed - Know your contacts - Strong community groups that plan and drill together - State-level positions - Hospital Association - Store emergency response supplies where you will need to use them
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mark your calendars National Webinars
Heart of America Programming
August 11, 2015 2016 Proposed Rule Changes to the Outpatient and Ambulatory Service Center Payment Systems
The topics listed are subject to change and will be more clearly defined as the program year progresses:
August 26, 2015 How Providers Can Simultaneously Reduce Expenses, Improve Operations, and Increase Revenue August 27, 2015 Revealing Productivity Performance to Drive Financial Improvements September 9, 2015 Aligning Physicians to Improve Reimbursement, Reduce Denials, and Enhance Regulatory Compliance September 15, 2015 Overview of MACRA Legislation: How the SGR Repeal and New Merit-Based Incentive Payment System Will Impact Physician Payments View all upcoming live webinars If you are interested in presenting a webinar, please contact Kurt Belisle at
[email protected].
AUGUST 6, 2015 Healthcare Trends – Current Outlook and Financial Considerations SEPTEMBER 17, 2015 MHA & KHA Update Location: Ritz Charles OCTOBER 16, 2015 2nd Annual! Women in Leadership NOVEMBER 19, 2015 Chapter Favorite! CEO & CFO Panel JANUARY 28, 2015 Medicaid/Medicare and Other Payers Update – Impact of Model Changes MARCH 10, 2015 Healthcare 101 – Overview of Finance and the Revenue Cycle APRIL 21, 2015 Effective Leadership – Chapter Awards and Professional Photos
View all upcoming on-demand 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: August 1, 2015
Managing Staff Productivity to Maximize Output and Control Costs
August 1, 2015
St. Joseph Heritage Healthcare: Building an Accountable Care Organization with a High-Performing Narrow Network
August 7, 2015
Population Health Management: Creating a Clinically Integrated Network
August 7, 2015
Using Analytics to Work Smarter in a Healthcare Setting
August 21, 2015
Using New Business Models to Reduce Hip and Knee Implant Expenses
September 3, 2015
Innovations in Cost Accounting Drive Value-Based Healthcare
September 3, 2015
Linking Payment with Quality: Reducing Rehospitalizations
September 23, 2015
Adapting to the Affordable Care Act with Proven Financial Planning Techniques
If you are interested in presenting a webinar, please contact Kurt Belisle at
[email protected]. – page 2 –
Paul Knudtson, President
Hello Heart of America Members! I am Paul Knudtson and I am very pleased to have the opportunity to serve as your Chapter President for the 2015-2016 year! There have been many outstanding presidents that have served in the history of our chapter and I am excited about the opportunities to continue to improve our Chapter. A great leadership team has been assembled this year, to include our Officers, Board Members and Committee Chairs and Committee Members.
Melinda explained this may include “Going Beyond” old assumptions and traditional roles to deliver results. Or “Going Beyond” expectations and mindsets to identify and seize opportunities. LTC is a great opportunity for the Officers to work together in planning for the coming year and network with chapters from across the country to understand best practices. As a leadership team, it was determined that to have a successful year that we would focus on the following items:
I joined HFMA in 2007 and quickly became involved in the Sponsorship Committee where I became known as “P.I. Paul” due to my efforts in tracking down contact information for potential sponsors. I served on the Board of Directors from 2011 to 2013. In 2012 I began my officer rotation serving as Vice President responsible for educational programs.
- Governance-proper engagement of Board Members with strategic objectives to ensure goals are met.
I would like to thank Jim Mozena for his outstanding leadership of the Chapter last year. Under Jim’s leadership the Chapter had a wonderful year. - Constant Contact was implemented to better communicate with the Membership. - A new and enhanced website was created. - Ability for the chapter to take Credit Card Payments both online and in person is now an option. - The Chapter was awarded the Hottum award for Educational Performance Improvement. - Two Yerger awards for educational programs were earned. - Women in Healthcare Luncheon. - Legislative panel in conjunction with the MHA/KHA Regulatory Update.
- Programs- continuing to identify alternative meeting locations and topics to best meet the need of the membership. Partner with other local societies for joint program opportunities. Continue to be creative to increase the opportunities for providers to attend chapter meetings. - Student/Young Careerist program-engage local universities to identify opportunities to engage and involve student members. - Networking- continue with our strong networking program and consider a charity to support as a Chapter. - Certification- identify and implement plans to encourage chapter members to take the newly redesigned certification exam. I look forward to working with all of you over the next year as we navigate through changes within the healthcare industry. If you have any questions about the chapter or if you have recommendations for improvements, please be sure to contact me.
In May the Officers and I attended the annual Leadership Training Conference (LTC) where the 2015-2016 National Chair, Melinda Hancock announced that this year’s HFMA theme titled, “Go Beyond”.
Paul Knudtson, President
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Mercy Hospital Joplin Reopens, continued...
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Keep shut-off tools near equipment Make emergency supplies easily portable Provide grab bags at locations throughout the facility that include: Paper and pen Gloves Flashlight and batteries Consider marking rooms that have been searched and evacuated Establish communications as rapidly as possible – especially with other key sites by using cell phone texting. - Respond to disaster situations with ID/badge and educate staff - Security needs increase rapidly - Take care of yourself, your staff, and their families
“Having windows that can withstand a storm is a huge deal,” said Gary Pulsipher, President of Mercy Hospital Joplin. “Winds like the ones we experienced in the May 2011 tornado caused major damage and once inside the building, they tore things apart and sent debris flying. There was no question we needed to prevent that going forward.” Mercy’s new hospitals will get the strongest windows where needed, utilities will be better protected from storms and changes will come to existing facilities, as well, such as new laminate films that will harden glass against storms. “Because of our goals and requirements in Joplin, we worked closely with our window supplier to invent a new window glazing system that’s like no other,” said Terry Bader, Mercy’s vice president of planning, design and construction. Mercy saw firsthand how strengthened windows survived the 2011 storm. Windows in the behavioral health unit of the old hospital, where strengthened glass had been installed prior to the storm, were intact. “Seeing how those windows survived helped get us thinking about windows in the new hospital and elsewhere,” said Pulsipher. The new hospital has three types of windows. Lobbies and other public areas, where able-bodied visitors can move to safer areas, have windows with a rating for 110 mph winds, stronger than the typical 90 mph rating for commercial buildings. Mercy added a film of plastic laminate to prevent the glass from shattering. The hospital’s new emergency department rooms, as well as the hallways connecting the hospital and clinic tower, have laminated glass that’s designed to withstand winds of 140 mph. The strongest windows are installed in both intensive care units. Testing was conducted in a Minnesota warehouse, where technicians shot the glass with 15-pound, 2x4 wooden missiles at 100 mph, which is how fast debris is typically flying in a 250 mph tornado. The devastation of the 2011 tornado spurred about $11 million in upgrades specifically designed to harden the new hospital against natural disasters. The advances will protect patients, visitors and co-workers from future storms, and they will ensure that Mercy Hospital Joplin will remain the “last light on” and a source of life-saving services. Upgrades include:
Construction Enhancements On March 22, 2015, just 46 months after St. John’s Mercy was destroyed, the new Mercy Hospital Joplin opened its doors, with big changes. Building enhancements that could withstand a powerful storm were added and accounted for just 2% of the hospital’s construction costs. The Joplin Newsroom from Mercy.net reports the advances in their new facility:2
Reinforced refuges – Each floor has a special hallway with reinforced walls and ceilings, where tiles and lights are secured as if in an earthquake zone. Instead of standard interior doors, heavy storm barriers can be closed to secure the safe zones. Rods in the door hardware penetrate into the cement above to hold against intense gusts. All passenger elevators reach the basement where widened corridors can safely hold co-workers and patients.
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A New Hospital Emerges There is also a silver lining to the horrific destruction in 2011. What emerged is “a new hospital unlike any in the region,” stated Gary Pulsipher, president of Mercy Hospital Joplin. The Joplin Newsroom from Mercy.net showcases their new use of technology:3
Protected power – The 2011 tornado cut utilities and even managed to disable the old hospital’s emergency generators. A storm-hardened building is buried across the campus, and critical utilities travel to the new hospital through a 450-foot reinforced tunnel. Local companies provide two lines each of power, water and data communications coming from different directions. The utilities plant also houses generators, and nearby diesel tanks were buried to protect them from storms. Hallways and stairwells have battery-operated lights that will automatically kick on. Critical life-support systems, such as ventilators and newborn bassinets, have their own battery backup. Some will operate as long as two hours, providing time to move the most vulnerable patients. Emergency grab bag – Crucial supplies will be strategically stashed throughout the new hospital. They include flashlights, batteries and first aid kits, as well as tools needed amid destruction, such as gloves, crowbars and even snow shovels, which would have been helpful to clear passageways clogged with rain-soaked debris. Hardened shell – A precast concrete exterior provides a shell tougher than the brick, metal or plastered walls of most commercial buildings. A poured concrete roof holds tight in a gale, unlike the metal decking that blew off the old hospital. A penthouse that holds mechanical units is protected by heavy walls of hurricane-strength boards. “Mercy applied unheard of standards to areas of the hospital where people can’t quickly escape, protecting even our frailest patients who depend on life-sustaining equipment,” Pulsipher said. “It’s part of understanding the unique role of a hospital – what it is, what it does and who it serves.”
At the center of Mercy’s digital advances is the extensive use of electronic health records across the system’s four-state network. They already proved their value in ensuring consistent care after the tornado destroyed the old St. John’s, which implemented the electronic records system just weeks before the storm. Instead of blowing away like paper records would have, the electronic records remained safely stored in a secure data center some 100 miles away and were immediately available after the tornado. Mercy is a national leader in remote delivery of health care services and monitoring patients using high-speed data and video connections. It began as a response to the shortage of doctors and specialists available in many of the rural areas Mercy serves. These advances in telemedicine are now at the fingertips of Mercy’s doctors in Joplin. “Our early experience has enabled us to expand our use of new technologies for the benefit of patients,” said Randy Moore, President of Mercy Virtual, which is pioneering a new model of care using the power and potential of telemedicine. Patients themselves have access to a web-based program called MyMercy. It enables them to see their lab results, schedule a traditional doctor’s appointment, and even schedule an e-visit with their doctor for minor conditions. “Whether inpatient, outpatient or even in-home monitoring, Mercy can now provide care from anyplace to anywhere,” Pulsipher said. This summer, Mercy Virtual will open the world’s first freestanding virtual care center near St. Louis. Called a “hospital without patients,” it will serve as a hub for Mercy physicians, nurses and technicians across Mercy’s four states working around the clock to help diagnose, treat and monitor patients anywhere. While Mercy in Joplin has participated in several of the telemedicine programs, the new hospital will include: Mercy SafeWatch, Telesepsis, Telestroke, and eAcute. Whether it’s the convenience of MyMercy or the life-saving potential of advanced cancer treatments and virtual care, the new Mercy Hospital Joplin is wired like never before. That technological power will combine with the skill and compassion of Mercy co-workers to offer unprecedented health care to the region. To view additional Joplin tornado pictures, go to: https://www.flickr.com/photos/ mercyhealth/sets/72157650968344786/show/ 1
http://c.ymcdn.com/sites/www.leadingagemissouri.org/resource/resmgr/annual_ conference/wednesday_joplin_tornado_les.pdf 2 https://www.mercy.net/newsroom/2015-02-28/mercy-hospital-joplin-built-tostand-against-nature 3 https://www.mercy.net/newsroom/2015-03-05/technology-packed-hospitalopening-in-joplin
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ANI 2015: Orlando, June 22-25 ANI’s keynote speakers included best-selling author Dan Heath with his presentation How to Change Things When Change is Hard; internationally renowned healthcare futurist Ian Morrison, Health Care 2025: Building the Future, and; founder of ChangeLabs Peter Sheahan, Leadership in a Rapidly Changing World. This year HFMA offered ANI to Go, allowing remote attendees to participate without the travel. During Tuesday night’s award ceremony, the Heart of America Chapter received two National HFMA Awards: - Henry Hottum Award for Educational Performance Improvement - Two Helen M. Yerger Special Recognition Awards for the Legislative Update and Women in Healthcare Events
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Region 8 Presidents; Jim Mozena pictured 2nd from right. ANI sessions were focused around eight themes. Speakers explored the issues in-depth, and attendees could follow up at solution sessions and innovation labs for ideas to implement back home. The incoming National Chair of HFMA, Melinda Hancock, presented the motto for the upcoming year. During her presentation, Hancock explained, “Today, we are asked by our industry ‘Where are your limits and when do you decide to go beyond them?’ For me, the answers to those questions are: here and now.” Jim Mozena and Paul Knudtson, incoming Heart of America President, attended many educational sessions and represented our chapter at the annual awards banquet. ANI offered excellent programs, networking opportunities, and a time to connect.celebrate! – page 6 –
Andrew B. Wheeler, Vice President of Federal Finance, Missouri Hospital Association
Congress’ Deep Divide Deep partisan divisions continue to pervade the U.S. Congress, leaving many with a sense of uncertainty and futility. However, even though a significant congressional divide seems to exist, legislators have passed and are debating several bipartisan health care bills that could lead to more certainty in the future. This spring, Congress passed legislation that repeals the sustainable growth rate formula. The legislation also contained extensions to the Medicare low-volume and Medicare-dependent hospitals, extended the therapy cap exceptions process, and delayed the implementation of the Medicaid disproportionate share payment reductions; additionally, it preserves and extends the Children’s Health Insurance Program. Strong bi-partisan support for the SGR fix was the main reason for the legislative “deal” that produced this much needed change. The recent Supreme Court decision to continue offering tax credits for those individuals who have signed up to receive insurance through a federally facilitated marketplace is also good for healthcare providers and those who are beneficiaries. While there clearly is partisan
disagreement about the results of the ruling, the decision forestalled what would have been a deeply divisive and extended congressional debate about health care. By an overwhelming margin, the U.S. House of Representatives recently passed legislation preventing the Medicare trust fund from being used to pay for the trade package, sending a clear message that Medicare funding should not be used to fund non-Medicare legislation. The House, by a vote of 395-0, also passed a bill which ensures that patients who are hospitalized in a bed are notified that they are in observation status. These actions continue to indicate that strong bi-partisan legislation is not only possible, but happening now. The U.S. Senate Committee on Finance has now passed several bills, ranging from technical changes and enforcement extensions to broader availability of services through demonstration projects. The bills consist of: - S. 607 – The Rural Community Hospital Demonstration Extension Act of 2015 - S. 1349 – The Notice of Observation, Treatment and Implications for Care Eligibility (NOTICE) Act of 2015 - S. 1461 – One year extension of the enforcement instructions on supervision requirements of outpatient therapeutic services in critical access hospitals and small rural hospitals - S. 313 – Prevent Interruptions in Physical Therapy Act of 2015 - S. 1253 – Patient Access to Disposable Medical Technology Act of 2015 - S. 1347 – Electronic Health Fairness Act of 2015 - S. 704 – The Community Based Independence for Seniors Act - S. 1362 – The PACE Innovation Act of 2015 - S. 861 – Preventing and Reducing Improper Medicare and Medicaid Expenditures Act of 2015 - S. 349 – Special Needs Trust Fairness Act of 2015 - S. 466 – Quality Care for Moms and Babies Act - S. 599 – Improving Access to Emergency Psychiatric Care Act of 2015 The Senate Committee on Finance Chairman Hatch and Ranking Member Wyden pledged to work with leadership to bring the bills to the Senate in a “balanced and bipartisan fashion”. Legislators are beginning to move in a bipartisan fashion, and while many uncertainties continue to exist, these recent actions give hope for a more stable and predictable Congress.
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HOA Annual Awards/Installation The annual Chapter Awards and Officer Installation program was held on April 23, 2015 at the Ritz Charles in Overland Park, Kansas. The afternoon concluded with presentations by Samuel H. Turner, Sr., retired President and CEO of Shawnee Mission Medical Center, and Kansas City Public Schools Superintendent Dr. R. Stephen Green. Mr. Tuner spoke about his personal and professional journey that led to his executive position at Shawnee Mission Medical Center, and Dr. Green’s presentation focused on the leadership and teamwork that led to the turnaround of Kansas City, Missouri public schools. AWARD RECIPIENTS INCLUDE THE FOLLOWING: - Medal of Honor: Donna Findley - Outstanding Contribution Award, Chapter Improvement: Matt Robertson - Outstanding Contribution Award, Education: Michelle Narayan - Outstanding Contribution Award, Education: John Travis - Outstanding Contribution Award, President’s Award: Todd Kenney In addition, Mea Austin, Jessica Baird and Cathy Kindle were presented with gift cards for their contributions to the chapter.
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Jim Mozena, HOA Chapter President 2014-15
Jim Mozena and Michelle Narayan, recipient of the Outstanding Contribution Award for Education.
Jim Mozena and Paul Knudtson, Incoming HOA Chapter President.
Jim Mozena presents Donna Findley with the Medal of Honor. 2015-16 HOA Leadership, R to L: Paul Knudtson, President; Michelle Narayan, President-Elect; Todd Kenney, Vice President; Matt Robertson, Secretary; Damara Harper, Treasurer; Board Members – Esteban Ponce, Sue Brammer, Michelle Decker, Donna Findley, Tammy Shepherd, and Jessica Baird. – page 8 –
HOA Annual Awards/Installation 8
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Jim Mozena and Matt Robertson, recipient of the Outstanding Contribution Award for Chapter Improvement.
Jim Mozena with Mea Austin, who was presented with a lululemon gift card for her work and dedication to the chapter.
Speaker Samuel H. Turner, Sr. speaks about his journey into healthcare.
Speaker Dr. R. Stephen Green, Superintendent of Kansas City Public Schools, presents “True Grit: How You Live is How You Lead”.
Jim Mozena with John Travis, receipient of the Outstanding Contribution Award for Education.
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Officers and Directors 2016 HEART OF AMERICA CHAPTER OFFICERS
BOARD OF DIRECTORS 2014-2016
President President-Elect Vice President Secretary Founders/DCMS Treasurer
Todd Goforth Esteban Ponce
Paul Knudtson Michelle Narayan Todd Kenney Matt Robertson Matt Robertson Damara Harper
2016 PUBLICATION COMMITTEE Jessica Baird, Co Chair Tammy Shepherd Pablo Marquez
Jessica Baird Keely Roach
2015-2017 Sue Brammer Michelle Decker Donna Findley
Kalinda Marfisi Tammy Shepherd
816-407-2041 913-945-5596 816-218-1699
Deadline for submission of articles for the next newsletter is September 15, 2015.
2016 Corporate Sponsorship PLATINUM
GOLD
BKD, LLP Bank of America Merrill Lynch Haase & Long Human Arc McGladrey LLP ParrishShaw
Bank of Kansas City Commerce Bank
Sincere appreciation is extended to our corporate sponsors for 2015-16. 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 Cardon Outreach Country Club Bank Mercer
If you are a service provider, please contact: Mea Austin 785-842-0726 Mary Knollmeyer 913-791-3500 x 4018
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. The 2015-16 committee chairs and co-chairs are as follows: Audit Committee Keeley Roach 816-474-4253 x21507
Website Matt Robertson, Chair 913-234-6660
Publications Committee Jessica Baird, Co-Chair 816-866-4434
By-Laws Committee Mary Knollmeyer, Chair 913-791-3500 x4018
Fall Workshop Committee Paul Knudtson, Chair 816-932-0336
Programs Committee Todd Kenney, Chair 816-701-0266
Sponsorship Committee Mea Austin, Co-Chair 785-842-0726 Mary Knollmeyer, Co-Chair 913-791-3500 x401
Social Media/Networking Committee Kalinda Marfisi, Co-Chair 913-234-6654
Nominating Committee Jim Mozena, Chair 314-324-9273
Certification Mary Jonscher, Chair 816-305-2297
Link Committee Frankie Forbes, Chair 913-341-8600
Membership Committee Sue Brammer, Chair 816-221-6300 Michelle Decker, Co-Chair 913-515-2655
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Stephanie Hultman, CHFP, Region 8 Executive
My name is Stephanie Hultman and I am honored to introduce myself as your Region 8 Regional Executive for the 2015-16 chapter year. I am a member of the Iowa Chapter as well as your representative on the HFMA Regional Executive Council. The primary responsibilities of the Regional Executives, from the eleven regions, are: - To serve as the primary volunteer and policy liaison between the chapters and HFMA National; - To assist chapter leaders in serving members; - To foster dialogue and effective communications between national HFMA and the individual chapters; - To represent the needs and interests of chapter leaders to the HFMA Board and management, and - To encourage chapters to collaborate and help other chapters. I would like to extend a sincere thank you to my predecessor, Tracy Packingham. Tracy and the other RE’s definitely raised the bar to a new level of excellence in 2014-15. Tracy has been a fabulous mentor for me and has set the stage for our continued success. Thank you Tracy for your many contributions last year! Bill Fenske from the Minnesota Chapter is the Regional ExecutiveElect for Region 8. I am thrilled to be working with Bill. Bill has already begun working with your President Elects and will be very involved with our Region 8 Webinars and in the planning for our upcoming Fall Presidents Meeting in Chicago. During the week of April 26, 2015, your chapter leaders attended the Leadership Training Conference (LTC) in San Antonio, Texas. LTC is held each year to allow your elected leaders and various committee chairs to receive the training needed to fulfill their responsibilities.
LTC is very rewarding and sets the tone for the upcoming year. I would encourage each of you to support your leaders in reaching the goals set for the June 2015 through May 2016 chapter year. How can you support your leaders? It takes a team to reach the goals set at each chapter and each of our members are part of that chapter’s team. It can be as simple as attending chapter meetings, attending national meetings or volunteering for a committee. Based on my experience, you will get more out of it than what you put into it. That is one of the many outstanding things about HFMA. This year’s Chairman’s Theme is “Go Beyond”. I have had the privilege of working with each of your chapter Presidents over the past year and have already seen them incorporating this theme. Your chapter leaders have you, the members, in mind when they develop their chapter goals. Each chapter in our region has exceptional leaders and as your Regional Executive, I have no doubt that Region 8 will have another phenomenal year!
Thank you for the opportunity to serve Region 8, by far the best region in HFMA! I look forward to working alongside your dedicated chapter leaders and meeting many of you throughout the year. My telephone number is 319-240-5306 and my email address is
[email protected], please feel free to contact me with questions or comments any time!
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Leadership Training Conference 2015-16 Heart of America Officers attended the Leadership Training Conference in San Antonio, Texas.
Pictured L to R: Damara Harper, Matt Robertson, Michelle Narayan, Todd Kenney, and Paul Knudtson.
Summer Sponsor Spotlight: BKD, LLP
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Welcome New Members! Lisa Millerd RCA, Cerner (816) 665-6993
[email protected]
Chris Robbins Manager, Executive Financial Consultants (816) 221-1333
[email protected]
Ron Ritenour Manager, McGladrey LLP (816) 751-4012
[email protected]
Siro Gutierrez SVP, UMB Financial Corporation (816) 860-1920
[email protected]
Katherine Hamilton Commerce Bank (314) 746-8526
[email protected]
Julie Apple Patient Accounts Supervisor, North Kansas City Hospital (816) 691-1393
[email protected]
Arline Kirkus Administrator, Leawood Pediatrics (913) 825-3627
[email protected] Jordan Miller Vice President of Client Development, MedAssist Solutions (913) 735-5825
[email protected]
Loraine Uebele AVP (816) 805-1204
[email protected] Erica Derks Client Relationship Associate, Kforce (913) 890-5064
[email protected]
Louie Abila Director, PFS, Children’s Mercy Hospital (816) 234-3000
[email protected] Kurt Connolly Vice President, Cerner Corporation (816) 201-4122
[email protected] Anne Wisdom Commercial Insurance Manager, The Children’s Mercy Hospital (816) 701-1302
[email protected] Lydia Mejia-Johnson Facilty - MSN Program University of St. Mary
[email protected] Steve Henry Administrator, Surgery Center at Liberty Hospital (816) 883-2410
[email protected]
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Get to Know a Member What do you like most about your job? I enjoy the iterative learning process and preparing our future nursing work force to comprehend and meet demands of an ever changing complex healthcare system for which they will be employed in.
Erica Derks Name: Erica Derks Employer: Kforce Title:Client Relationship Associate Why did you join HOA-HFMA? To meet and network with great people that share the same interest in the healthcare industry. How long and why do you work in healthcare? I have worked with many healthcare clients staffing great Kforce candidates. I recruited for healthcare for over a year and have now moved into the Business Development side of the business. Healthcare is an ever growing industry with lots of opportunity in Kansas City. It’s great to see that my team and I can help place great workers in the field.
Marital status? Children? I am a proud single mother of two very courageous, intelligent children ages 13, and 7. I have been so blessed to have them in my life. What is your personal or professional motto? Live life to the fullest, and learn from mistakes advancing forward. What advice would you give to someone entering the healthcare field? Advice I would definitely offer would be to learn everything you can about finance and attain certification in finance. It will help in comprehending the complexities of the HC system.
What do you like most about your job? Getting to help place people in their dream job, or even helping the client in getting temporary head count to reduce any crunch they are in with limited staff.
Siro Gutierrez III Name: Siro Gutierrez III Employer: UMB Financial Title: SVP/Healthcare Banking, Healthcare Solutions Specialist
Marital status? Children? Single, no children. 2 dogs – those are kids, right? Do you have a funny/embarrassing event that has happened on the job you can share? Not yet, I’m sure it will happen anytime though! What is your personal or professional motto? ”Feel the fear and do it anyways”
Lydia Mejia-Johnson Name: Lydia Mejia-Johnson, RN, MSN Employer: University of St. Mary Title: Faculty-MSN Program Why did you join HOA-HFMA? I joined because I wish to influence the field of nursing to incorporate finance into nursing research design, and hope that Nursing understands the importance finance plays in organizational and patient outcomes. Additionally, this is an area where academia should embrace and begin to prepare nurses for attaining certification with financial executive organizations such as HFMA and AONE.
Why did you join HOA-HFMA? The healthcare industry is going through a dramatic shift that will change the landscape, and finance is at the heart of that change. I can’t think of a better way than to network and learn from financial professionals who are helping to lead the way for the future. How long and why do you work in healthcare? I have worked with healthcare organizations for the past 10 years through general banking services. Recently, I’ve narrowed my focus because it helps me fulfill a purpose – what other industry affects so many people’s lives? What do you like most about your job? Since I was a child, leadership has always inspired me. In my job, I am fortunate to get to know some great leaders in the business and corporate community. The idea of learning from others and how they face challenges really gets me excited about getting up in the morning. Marital status? Children? My wife, Candace, and I have been married for 7 wonderful years. She is my rock. We have been blessed with a beautiful daughter, Selah Sophia Gutierrez.
How long and why do you work in healthcare? I have been in healthcare for over 15 years as a nurse in various roles, both clinical and academic. I enjoy helping others succeed and influencing change to improve our healthcare system. – page 15 –
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Get to Know, continued... Do you have a funny/embarrassing event that has happened on the job you can share? Unfortunately, I cannot share specific stories, but let’s just say I am great at putting my foot in my mouth. What is your personal or professional motto? I have two. The first is from one of my mentors: “Do the best you can with what you got.” This helps me remember that, no matter the situation, you can only do your best and the rest is out of your hands. The other is a quote from Martin Luther King, Jr, which reminds me that everyone has a purpose that we must fulfill. “If a man is called to be a street sweeper, he should sweep streets even as a Michaelangelo painted, or Beethoven composed music or Shakespeare wrote poetry. He should sweep streets so well that all the hosts of heaven and earth will pause to say, ‘Here lived a great street sweeper who did his job well.” Please describe some of your favorite accomplishments or biggest challenges met: I am most proud of my personal and professional growth achieved by (1) never being satisfied and (2) learning to work through people. In my short 10 year career, I have been fortunate to have a wide range of responsibilities. I’ve been in positions where a market / line of business had to be revived, started up a market / line of business, and managed teams of 2 to 12. Each challenge has its own lessons and tribulations that help me with my next task. What advice would you give to someone entering the healthcare field? Ask more questions… Even when you think you have it figured out, there is still so much to learn.
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Changes to HFMA’s CHFP Certification Program HFMA’s strategic vision characterizes the current healthcare business environment as the transformation of care to achieve value. Providers, physicians, and payers are all confronted with new business challenges. The nature of the business environment and its impact on industry stakeholders supply both the demand for and elements of a new approach to the CHFP.
New CHFP program features
CHFP Program - Transition Groups
A learning program designed to build comprehensive industry understanding and sharpen business skills:
For members who are currently pursuing certification and have begun actively preparing for the exam, or have been through a chapter certification webinar series or practicum study group, HFMA encourages continuing with the current process.
Two-module structure: 1) Achieving Strategy: the Business of Healthcare 2) Operational Excellence: Healthcare Industry Stakeholder’s Business Challenges; CHFP designation earned by successful completion of both modules; Online study materials created specifically to assist in mastering the business content.
Why is the certification program changing? The healthcare reform environment has caused the industry’s key stakeholders—providers, payers and physicians—to fundamentally rethink existing business models. Care transformation is business transformation. The necessary success factor for finance professionals today: Change-oriented business acumen. The existing certification program focuses narrowly on applied finance and financial reporting and does not address the business environment. CHFP Program Important Dates: April 30, 2015 - Current CHFP exam registration ends You may register for the current CHFP exam prior to April 30. You have one year from the date of registration to schedule your exam. For example; if you register in March 2015 you will have until March 2016 to schedule your exam. Also, if you need to retake the exam, the current exam will be available to you for as long as you need (based on current registration, scheduling, and retake policy). May 1, 2015 - New CHFP program pre-registration available Pre-registration allows interested members to email HFMA. HFMA will email members as soon as the link to purchase and more information about the new program is available.
Current CHFP candidates can choose, at no additional cost, either to continue the traditional CHFP program or to wait until June 2015 to pursue the revised certification. These options are open to those who have: - Purchased the self-study course since January 2014, whether they have completed it or not. - Registered and paid for the CHFP exam via Castle since February 2014 (but not yet scheduled). - Registered, paid for, and scheduled the CHFP exam via Castle since February 2014 (but not yet taken). Note: Members who may have been unsuccessful and are waiting to retake the current CHFP examination are not eligible. Candidates must choose one of these options by April 30, 2015 and notify Career Services at
[email protected]. HFMA will provide the complete revised CHFP program (Modules 1 and 2) at no cost to all those who have purchased the CHFP self-study course and/or registered for the exam, as outlined above. For members interested in certification who have not yet begun preparing, HFMA encourages that they wait and use the new materials available in summer 2015 to prepare for the new CHFP. Questions? Please contact
[email protected] or call (800) 252-4362 and ask for career services.
June, 2015 - New CHFP program registration available.
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Board & Officer Highlights Officer highlights: Name Paul Knudtson Title Director, Patient Access
Employer Saint Luke’s Health System Years with HFMA 8
How did LTC help prepare you for your 2015-16 leadership role with the Heart of America Chapter? 1. Spending time getting to know the other officers and sharing ideas on how we believe we can improve the chapter this coming year. 2. Having dialogue with other incoming presidents from around the country and learning ideas from what they consider best practice in their chapters. Please name two objectives that would you like to see accomplished during the next HFMA year. Chapter membership engagement in meetings and activities. Increase provider attendance at meetings. Begin a long term relationship with MGMA to cooperatively partner on a joint meeting. Article continues on next page
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Board & Officer Highlights Name: Michelle Narayan Title: Contract Administrator at OMCI, President-Elect for HMFA
Employer: Olathe Medical Center, Inc. Years with HFMA: 13
How did LTC help prepare you for your 2015-16 leadership role with the Heart of America Chapter? LTC is a great environment to learn best practices from other chapters. There are numerous success stories to apply in our own chapter. Please name two objectives that would you like to see accomplished during the next HFMA year. I would love to see greater attendance at programs this year. Coming off my year as Programming Chair, I see great value in promoting the quality programs we offer. Alot of work goes into developing each program and seeing more faces would be a great reward for those efforts. Expanding the Heart of America Chapter’s presence in the various educational undergraduate and graduate programs in the Kansas City area is at the top of my list. I believe reaching out to healthcare students is crucial in growing our chapter and involving early careerists. Article continues on next page
Insurance Re l Claim cov a c i d ery e M
SAVE THE DATE
18th Annual Joint Fall Conference
OCTOBER 21-22, 2015 THE BROADWAY HOTEL, COLUMBIA, MO
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Board & Officer Highlights Name Todd Kenney Title Director
Employer BKD, LLP Years with HFMA 6
How did LTC help prepare you for your 2015-16 leadership role with the Heart of America Chapter? As the Vice President and Programming Chair for this year - LTC was a great opportunity to network with leaders in other HFMA chapter and learn about the programs and services they provide to their membership. Through those interactions, we gathered several new ideas to improve chapter programs for our members. LTC also allowed us some time away from home and work responsibilities to focus on planning for the upcoming year and making improvements. Please name two objectives that would you like to see accomplished during the next HFMA year. I would like to see increased participation at chapter events from our membership. Each year our volunteers work hard to put together programs with interesting topics and great speakers. We will try out some new event venues, meeting ideas and a couple other tricks to hopefully entice people to attend more programs. Secondly, I would like to see more opportunities for members to volunteer and become active in the chapter. Everyone is busy at work but assisting with a program, networking event or other committee is the best way to meet other members and expand your network.
Name Matt Robertson Title Vice President, Healthcare Banking
Employer Bank of Kansas City Years with HFMA 4
How did LTC help prepare you for your 2015-16 leadership role with the Heart of America Chapter? Learn from other chapters about best practices – including event topics, membership drives, etc. Opportunity to spend time with other HOA chapter leaders to plan for the upcoming year Please name two objectives that would you like to see accomplished during the next HFMA year. Better communication and engagement with our chapter members Increase event attendance with new programming topics and schedules
Name Damara Harper Title Senior Director of Finance
Employer Liberty Hospital Years with HFMA 10 (I think)
How did LTC help prepare you for your 2015-16 leadership role with the Heart of America Chapter? I appreciated the time with the leadership team of both HFMA national and our local chapter to plan for the upcoming year. Please name two objectives that would you like to see accomplished during the next HFMA year. Increase in new members as well as an increase in board and member engagement
Article continues on next page
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Board & Officer Highlights Board of Director highlights: Name: Sue Brammer Title: Partner
Employer: BKD, LLP Years with HFMA: Approximately 24 years
What skills and/or expertise do you bring to this position? As a past president, I bring experience to support the officers and chapter in its endeavors. In addition, I am passionate about the impact that HFMA can have on one’s career and advancement that I am interested in sharing with others. Please name two objectives that you would like to see accomplished during the next HFMA year. Revitalized new member program; Increased program attendance
Name: Michelle Decker Title: Vice President
Employer: Hunter Hamilton Years with HFMA: 3 years
What skills and/or expertise do you bring to this position? I have been in the recruiting industry for 17 years. Through this time period I have built many long-term relationships with healthcare groups and facilities in the Kansas City market. With over 50% of our clients being in healthcare we would like to continue to encourage our clients to consider HFMA as a way to educate their teams. Please name two objectives that you would like to see accomplished during the next HFMA year. As Membership Committee co-chair I would like to lead efforts in how we can reactivate past membership as well as bring in new members to the Heart of America Chapter. I would also like to get feedback from current members on how we can get more involvement of all members in encouraging new guests to attend. For example, what different educational topics should we consider, what times/locations work best to encourage an increased attendance and how is networking important to these new prospective and current members.
Name: Donna Findley Title: Patient Accounts Manager
Employer: Saint Luke’s Health System Years with HFMA: 18 years
What skills and/or expertise do you bring to this position? I have previously been on the board as well as have held all of the officer positions including being chapter President 2005-2006. I believe my knowledge of chapter operations as well as my past experiences will be helpful to the board when making decisions. Please name two objectives that you would like to see accomplished during the next HFMA year. Help the chapter to increase membership (or at least maintain) and to assist the department in bringing quality educational opportunities to our members. Article continues on next page
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Board & Officer Highlights Name: Kalinda Marfisi Title: VP, Market Manager Treasury Services
Employer: Bank of Kansas City Years with HFMA: 8
What skills and/or expertise do you bring to this position? I have had the opportunity to work with all shapes and sizes of healthcare facilities/companies in and around the Kansas City area. This has given me a good breadth and scope of changing needs when it comes to banking, merchant processing, and more. I feel this background will help benefit the chapter as we expand our membership, allow increasing payment/technology options to our members, and as an expert in this ever evolving industry. Please name two objectives that you would like to see accomplished during the next HFMA year. 1. More chapter and member involved networking events 2. Better options for member payments
Name: Tammy Shepherd, CPA, FHFMA Employer: The University of Kansas Hospital Title: Health System Controller – Management Planning and Analysis Years with HFMA: 19 What skills and/or expertise do you bring to this position? I am a Past President of the Chapter and have served on the Board or most committees most of the years I have been a member. On the National level, I served on the HFMA Board of Examiners for 3 years. Please name two objectives that you would like to see accomplished during the next HFMA year. 1. Provide relevant education topics for our members 2. Provide networking opportunities for our members
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Mini Leadership Training Conference On June 12, 2015, Chapter officers, committee chairs and board members met at Pinstripes in Overland Park. President Paul Knudson shared the Chapter goals for the upcoming year. After the meeting, chapter leaders played bocce ball and bowling.
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5
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Matt Roberson reviewed the 2015-16 Budget with Chapter leaders.
President-Elect, Michelle Narayan, shared her suggestions for a successful year.
John Travis tries to avoid the gutter.
Mary Knollmeyer hopes for a strike!
Mary Jonscher, Paul Knudson, and Tammy Shepherd
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