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September 7-10, 2014Eldorado Hotel

Santa Fe, New Mexico

HealthTech’s

2014 RURAL HEALTHCARE

SUMMIT

Join us in Santa Fe! Agenda-At-A-GlanceHealthTech Management Services will host its annual Rural Healthcare Summit September 7-10, 2014 at the Eldorado Hotel in Santa Fe, New Mexico!

Why AttendThis year’s theme, “Navagating the Changing Landscape of Healthcare,” underscores this year’s conference mission — to provide an opportunity to assess your current practices as well as learn new and innovative strategies to advance your organization. Delve into important topics such as quality, reimbursement, patient satisfaction and data management.

HealthTech’s Summit also offers a way to share best practices with other healthcare professionals from across the country. After the Summit, take advantage of the opportunity to learn what’s new with GAFFEY Healthcare revenue cycle technology and services. This session is open to everyone and there is no additional tuition to attend.

Who Attends• Chief Financial Officers• Chief Operating Officers• Business Office Directors• Patient Financial Services Professionals• Health Information Managers• Chief Nursing Executives• Clinical and Quality Leaders• Risk Management Leaders

CONFERENCE LEARNING OBJECTIVES

•Gain insights into developing leadership skills that will strengthen the organization’s corporate culture and long term viability

• Identify key elements to understand what healthcare quality means in the hospital workplace

• Understand the value of improved clinical documentation to enhance the organization’s financial performance

• Have a better understanding of the HIPAA Omnibus Rule and explore best practices to minimize risks to the organization

Sunday, September 71:00 - 6:00 p.m. Registration

6:00 - 7:00 p.m. Opening Reception & Gift Exchange

Open Dinner on your own

Monday, September 87:00 a.m. Registration

7:15 - 8:00 a.m. Breakfast

8:00 - 8:15 a.m. Welcome & Introductions

8:15 - 9:30 a.m. General Session & Keynote Speaker

9:30 - 9:45 a.m. Break

9:45 - 12:00 p.m. Professional Forums (Session One)•CFO/FinanceForum•NurseExecutives/Quality/CRM

Forum•RevenueCycleForum(BusinessOffice/HIM)

12:00 -1:00 p.m. Lunch

1:00 - 3:00 p.m. Professional Forums (Session Two)

3:00 - 6:00 p.m. Vendor Fair

6:30 - 9:00 p.m. Conference Dinner

Tuesday, September 97:30 - 8:15 a.m. Breakfast

8:15 - 9:30 a.m. General Session

9:30 - 9:45 a.m. Break

9:45 -11:00 a.m. Breakout Session I

11:00 - 11:15 a.m. Break

11:15 -12:30 p.m. Breakout Session II

12:30 - 1:30 p.m. Lunch

1:30 - 2:45 p.m. General Session

2:45 - 3:15 p.m. Break/DoorPrizedrawing(must be present to win)

3:15 - 4:30 p.m. General Session

4:30 p.m. Conference Adjourns

Wednesday, September 10 (optional)7:00 - 8:00 a.m. Breakfast

8:00- 11:00 a.m. GAFFEY User Group Session

11:00 a.m. AdjournPlease note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of organizers may necessitate substitutions, alterations or cancellations of the speaker and/or topic.

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Invitation to Attend

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gold Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1:00 - 6:00 p.m.Registration

6:00 - 7:00 p.m.Opening Reception & Gift ExchangeJoin us in the Gallery for a chance to reacquaint with HealthTech staff and peers. A hosted bar and hors d’oeuvres will be served.

During the reception, attendees are welcome to join HealthTech’s traditional gift exchange. Bring a gift that represents your city and exchange it with a gift from another attendee. Be sure to place your name, city and state on the gift. (Gifts should be between $10-$20).

8:00 - 8:15 a.m.Welcome & Introductions

8:15 - 9:30 a.m.Leading Change During Uncertain TimesThomas A. Atchison, Ed.D., President and founder of Atchison Consulting LLC

Today’s healthcare is moving from metrics that are driven by volume to metrics driven by value. This shift from medical care to health care demands new ideas, leadership skills and culture change. This session will cover today’s critical success elements.

Participants will be able to:

1. Learn the difference between leading change and manag-ing change

2. Understand why corporate culture is the key to success

3. Assess what can go wrong

9:45 a.m. - 12:00 p.m.Professional Forums (Session 1) — details on next page

12:00 - 1:00 p.m.Lunch

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Conference Agenda

1:00 - 3:00 p.m.Professional Forums (Session 2) — details on next page

3:00 - 6:00 p.m.Vendor Fair

6:30 - 9:00 p.m.

Conference DinnerJoin us for a relaxing evening as HealthTech hosts its annual conference dinner New Mexico-style! This conference favorite gives you another opportunity to rekindle old friendships and expand your network of peers.

Vendor Fair

MONDAY SEPTEMBER 8

SUNDAY SEPTEMBER 7

After the Forum, take advantage of the opportunity to see a variety of products and services at the Vendor Fair. You will be able to meet with suppliers and learn about their latest products, programs, services and technology dedicated to healthcare.

The Vendor Fair is also a great occasion to get to know your peers and vendor representatives.Visit these companies that support the Summit for a chance to win door prizes. (Winners will be announced Tuesday afternoon.)

Visit HealthTech’s website, www.htmsinc.com to download presentations from this year’s conference. Most presentations will be available for download a week prior to the conference. Simply click on the “Conferences” tab at the top of the home page and select “Rural Healthcare Summit” located on the right. A password will be required to open presentations and will be sent to the email address provided on your registration form.

HealthTech Management Services Online Resources

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CONTINUING EDUCATION CREDITS

Continuing Education Credit Hours provide a standard measure of formal recognition of participation in an organized, professional learning experience. Most states accept approved contact hours for reciprocity and participants simply submit documentation of attendance and contact hours approval. Many professional organizations such as AHIMA, HFMA, SHRM and ACHE award continuing education credit with documentation of attendance. The program is also pre-approved by the California Board of Registered Nursing (Provider No. 08769) for up to 11.75 contact hours depending on the sessions attended. HealthTech maintains pre-approval status with this board. You must sign in and out at each session to receive credit hours.

Chief Nursing Executive/Quality ForumFacilitators: Carolyn St. Charles & Diane Bradley, Regional Chief Clinical Officers, HealthTechFrank Capone, a nationally recognized presenter, CPA and former hospital CFO, will build upon last year’s session for Nursing professionals as the second phase of advanced financial skill development levels the playing field with financial experts in your hospitals.

Paul Frigoli, PhD(c), RN, the founder of Qualitas LEAN Consulting and a LEAN Six Sigma Master Black Belt and Six Sig-ma LEAN Sensei, will offer easy-to-use techniques that can be implemented in reporting data to your Board and staff in a meaningful and understandable way that will assist you on your journey of continual improvement.

Participants will be able to:

• Discuss capitalization and how to calculate

• Understand and demonstrate responding to responsibility reports

• Define three tools to utilize in reporting quality data

• Identify how to align quality data reporting to patient safety

Revenue Cycle/HIM ForumFacilitator: Joy Smith, Sr. Consultant, Patient Financial Services, Mike Lieb, Director, Physician Practice Management, HealthTech; Paula Digby, CEO, AQ -IQ Consulting;

Paula Digby will join our Revenue Cycle Forum again this year and examine the importance of the Utilization Review

roleinthehospital.Clinical/physiciandocumentation is important in obtain-ing better financial reimbursement and Paula will provide an overview and expectations for the CDI role. She will offer recommendations so that oppor-tunities for improvement can be identi-fied and physician education offered. The CDI role is especially important as we move ever closer to the ICD-10 implementation. There will also be a session lead by Mike Lieb on physician practices and the revenue cycle.

The Revenue Cycle Forum will have a Best Practice Discussion where col-leagues will share operational tools and lessons learned.

Participants will be able to:

• Understand the value of the Utiliza-tion Review role

• Discoverhowclinical/physiciandocumentation relates to improved reimbursement

• Learn the importance of the CDI role to a successful ICD-10 imple-mentation

CFO Forum Facilitators: John Freeman & Kevin Stringer, Assistant Vice Presidents, Mike Lieb, Director, Physician Practice Management, Sue Murphy, Executive Director, Purchasing Resources, HealthTech; Paula Digby, CEO, AQ -IQ ConsultingThe first part of the CFO Forum will be combined with the Revenue Cycle Forum to hear Paula Digby speak to the importance of clinical documentation/utilizationreviewandhow it ties into the financial picture. Following Paula, Mike Lieb will discuss

managing physician practices including contracting models, incentives and measures.

After lunch hear from your peers on how to present the IRS 990 to a hospital boardandalsoanA/RAnalysisFormatto the board and others.

Sue Murphy will provide an update regarding supply expense and the MedAssets GPO program.

The Forum will close with an oppor-tunity for sharing best practices and discussion of supply expense initia-tives, productivity tracker, financial statements and other general financial topics.

Participants will be able to:

• Understand the importance of clinical documentation and how it ties to financial outcomes

• Gain new information about important financial aspects of physician practice management

• Identify a process for communicating the meaning and impact of IRS form 990 with the hospital board

• Identify a process for communicating meaningful analytical data about Accounts Receivable

Professional Forums

Conference Agenda

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8:15 - 9:30 a.m.Healthcare Uncertainty: The Affordable Care Act and BeyondDavid Merritt, Senior Advisor, Leavitt Partners; Managing Director, Luntz Global

W. Edwards Deming once said, “It is not necessary to change. Survival is not mandatory”. In healthcare, every stakeholder will be affected by the way of change that’s shaping the industry, from the Affordable Care Act and insurance coverage to health IT and quality improvement. This session will explore the leading drivers of change, including how healthcare is changing from chaos to coordination, from volume to value, and the future role of federal policy.

Participants will be able to:

1. Learn about the growth of accountable care

2. Understand the key market trends affecting accountable care

3. Understand how future policy may affect healthcare delivery

9:45-11:00 a.m. Breakout Sessions I - Choose one to attend

Creating a High Performance Culture Thomas A. Atchison, Ed.D., President and founder of Atchison Consulting LLC

The strength of an organization’s corporate culture determines its long-term viability. Today’s uncertainty demands that senior executives, trustees and physician leaders work to strengthen and, when necessary, change the corporate culture. This session will discuss the critical success elements for leaders who want to understand and strengthen their organization’s corporate culture.

Participants will be able to:

1. Discuss the ways corporate culture underpins an organization’s long-term success

2. Define the essential components of a strong corporate culture

3. Describe a pathway to ongoing culture strengthening

TUESDAY, SEPTEMBER 9How to Eat the Quality ElephantPaul Frigoli, Ph.D.(c), R.N., C.P.H.Q., M.B.B., C.S.S.B.B., R.O.I.

As the saying goes: “How do you eat an elephant? Why… one bite at a time, of course!” So how do I tackle quality in my healthcare setting? How do I define it? And more importantly, how can I help my front-line staff to understand it? The answer is the same: one bite at a time. This session will provide the participant with some basic tools to assist in demystifying healthcare quality and bring it down to the granular level where it really counts.

Participants will be able to:

1. Discover the two most crucial elements of Lean that every worker must know

2. Express a working definition for what healthcare quality means

3. Identify one Lean idea that can be implemented in the workplace by the frontline workers

Care Transitions: Hospitals Without WallsJohn Broderick, M.D., Chief Medical Officer, Adirondack Health

Healthcare is rapidly changing as the nexus moves from the hospital to the outpatient setting. Following the patient through their journey within the health care system will allow the hospital to stay engaged with that patient even though they aren’t in a bed. The clinical and administrative excellence of a hospital con-tinues to be a key component of our complex system. It is imperative that this expertise be leveraged toward the outpatient setting for the health of the patient and stability of the system.

Participants will be able to:

1. Understand the need for care transition

2. Explain how care transition is the first step toward population health

3. Understand how to use their existing hospital based team to reach beyond the four walls of the hospital into the community

11:15 a.m. - 12:30 p.m. (Session 1 breakouts repeated)Breakout Session II - Choose one to attend

• Creating a High Performance Culture • How to Eat the Quality Elephant• Care Transitions: Hospital Without Walls

1:30 - 2:45 p.m.Best Practices for Dealing with HIPAA and HITECH RequirementsBrian Moyer, CIO, Gaffey Healthcare & Robert Morris, VP Business Solutions, ION IT Group, LLC

News of data breaches and HIPAA fines are common news items these days. The HIPAA Omnibus Rule is now in full effect and the stakes have never been higher. With the potential for $1.5 million fines, not to mention serious reputational injury, these new rules must be taken seri-ously. In this presentation we will take a high level look at the Omnibus Rule and review suggested best practices for dealing with the requirements as a covered entity.

Participants will be able to:

1. Understand the risks of not preparing for HIPAA and HITECH

2. How to prepare with Privacy & Security Risk Assessments

3. How to prepare your environment for data sharing

2:45-3:15 p.m. Break – Door prize drawing (must be present to win)

3:15-4:30 p.m.Ignite the Fire Within - The Art of Exceptional Self-LeadershipAllison Massari, Massari Speaking and Coaching

In this inspiring and thought-provoking keynote, Allison Massari teaches her listeners to find peace, purpose, and happiness, and gives them the tools they need to rise above any obstacle. The audience is given a compelling view inside the “patient experience”. As the survivor of two life-threatening events, she exposes her personal journey from absolute loss, to forgiveness and understanding, and finally to success and a life beyond anything she could have imagined. Through the power of storytelling, Allison weaves humor, surprise, and heart wrenching experiences, allowing the audience to study what she learned on each step of her path. You will hear and understand the answers to some of life’s biggest questions.

Participants will be able to:

1. Improve customer service and teamwork by learning to navigate challenging situations and bring ease to the most difficult interactions

Conference Agenda

TUESDAY, SEPTEMBER 9 (CONTINUED)

2. Encourage productivity, creativity, and motivation: receive a simple tool to shift out of debilitating feelings of defeat, grief, and sorrow

3. Strengthen team-building through palpable stories of the heroic impact of community

4:30 p.m.Adjourn

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8:00 - 8:30 a.m.Overview of GAFFEY Healthcare TechnologyDerek Morkel, CEO, Gaffey Healthcare & HealthTech Management Services

8:30 - 11:00 a.m.This session is for users who want to learn more about the functions and options within GAFFEY’s virtual business office platform.

- Billing & Eligibility- Collections & Claim Statusing Workflow technology- Document Management - Contract Management

GAFFEY UsEr GroUp MEEtinG

Take advantage of the opportunity to explore options and updates of the revenue cycle technology & ser-

vices from GAFFEY Healthcare. This session is open to everyone and there is no additional tuition to attend.

For more information about Gaffey’s cloud-based software, visit www.gaffeyhealtlh.com

WEDNESDAY, SEPTEMBER 10

Conference Registration

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HEALTHTECH RURAL HEALTHCARE SUMMIT September 7 - 10, 2014 • Eldorado Hotel, Santa Fe, New Mexico

Name:_______________________________________________(as you want printed on name badge)

Title:________________________________________________

Hospital/Company:____________________________________

Attendee Email:_______________________________________

Phone:______________________________________________

Address:_____________________________________________

City:_________________________State:______ Zip:_________

Fill out the information below and fax or mail to HealthTech Management Services. Registration is also available online.

Three Ways to Register 1. ONLINE at HealthTech’s website, www.htmsinc.com

2. FAX to 615-370-2859

3. MAIL the registration form & check to: HealthTech Management Services Attn: Jane Brewster

5110 Maryland Way, Suite 200 Brentwood, TN 37027

TUITION Make check payable to HealthTech Management Services and mail to the address below by August 22, 2014

HealthTech Management ServicesAttn: Jane Brewster5110 Maryland Way, Suite 200 Brentwood, TN 37027

TUITION FEE SCHEDULE• $450 each for 1st and 2nd attendee from one organization

• $350 each for 3rd and 4th attendee

Check appropriate box below. A separate form should be com-pleted for each attendee.

Conference Tuition: $450

Conference Tuition: $350

Note: 9:45 a.m. sessions repeat at 11:15 a.m.

Choose one of the following Breakout Sessions to attend from 9:45 - 11:00 a.m.

Creating a High Performance Culture

How to Eat the Quality Elephant

Care Transitions: Hospitals Without Walls

Choose one of the following Breakout Sessions to attend from 11:15 a.m. - 12:30 p.m.

Creating a High Performance Culture

How to Eat the Quality Elephant

Care Transitions: Hospitals Without Walls

BREAKOUT SESSIONSTUESDAY, SEPTEMBER 9

PROFESSIONAL FORUMSMONDAY SEPTEMBER 8Choose one of the following to attend

Chief Financial Officer Forum

Chief Nurse Executive/Quality Forum

Revenue Cycle/HIM Forum

To complete your registration, select the appro-priate boxes below. Choose one of the following:

Hospital Staff HealthTech Staff Sponsor

Are you bringing a guest? Yes No

Guest Name:______________________________

USER GROUP MEETING (optional)WEDNESDAY, SEPTEMBER 108:00 a.m. - 11:00 a.m.

I will attendI will not attend

Conference Information

TRANSPORTATIONThe Albuquerque Sunport is the closest international airport to Santa Fe. Sandia Shuttle Service offers transportation to and from airport to the Eldorado hotel. Reservations must be made by phone at 888-775-5696 and ask for the HealthTech discounted rate. The Santa Fe Municipal Airport is located just outside of Santa Fe where American Eagle airlines provides multiple daily flights.

ELEVATION & WEATHERAt 7,199 feet above sea level, the elevation is high enough to challenge the lungs of the visitor freshly up from sea level. Please be sure to drink plenty of water to stay hydrated. The average high temperature in September is 78 and low is 47.

HOTEL INFORMATIONEldorado Hotel & Spa309 West San Francisco St.Santa Fe, New Mexico 87501505-995-4560800-955-4455 (toll free reservations)

The Eldorado Hotel is within walking distance of authentic restaurants, sophisticated shopping venues, and colorful local attractions such as the Santa Fe Plaza, the Georgia O’Keeffe Museum and the Lensic Performing Arts Center.

The special hotel rate of $149/per night is available until August 7th or until HealthTech’s room block is full. Note, if you must cancel your reservation, the Eldorado hotel has a 3 day cancellation policy. Cancellation penalty is one night room and tax.

*If you call to reserve your room, be sure to ask for the HealthTech Rural Healthcare Summit rate. Hotel reservations may also be secured from HealthTech’s website, www.htmsinc.com

AUGUST 7, 2014 IS DEADLINE FOR HOTEL RESERVATIONS & CONFERENCE REGISTRATION

Santa Fe is known as the City Different and embod-ies a rich history, melding Hispanic, Anglo and Native American cultures whose influ-ences are apparent in everything from the architecture, the food, the art and on. You’ll find nearly 300 galleries to explore, and in recent years, Santa Fe has earned a stellar reputation with food-lovers. There are more than 200 restaurant choices ranging from local New Mexican flavors to creative Southwestern cuisine to authentic world cuisines. For more information on Santa Fe, visit: www.santafe.org

ATTIREBusiness casual is appropriate for all conference events. Plan to dress in layers to ensure you are warm or cool enough for inside meetings or outside activities.

CANCELLATIONSConference cancellations must be made in writing (email acceptable) by August 29, 2014. Cancellations received after August 29 will be refunded at 50%.

QUESTIONS OR SPECIAL NEEDSIf you need any services identified with the Americans with Disabilities Act or have special dietary needs, contact Beth Davis at 615-309-7421 or beth.davis@ht-llc.com

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