Preconference Schedule Tuesday, May 10, 2016 7:30am-8:00am 8:00am-12:00 noon

12:00pm – 1:00pm 1:00pm-5:00pm

12:00 – 7:00 pm 12:00pm – 1:00pm 1:00pm – 5:00pm

Registration for Workshop 1 Workshop 1 – Hospital Bill Auditing Skills (Part 1) Speaker: Dave Eklof, RN, BSN, CMAS This 8 hour workshop will provide the beginning medical auditor with basic principles of auditing and basic techniques on the process of conducting an audit, as well as identifying the tools and resources available to the medical auditor. The attendee will have the opportunity to apply knowledge and skills learned while conducting a sample clinical audit. Lunch (on own) Workshop 1 (Continued) – Hospital Bill Auditing Skills (Part 2) Speaker: David Eklof. RN, BSN, CMAS Wednesday, May 11, 2016 Registration Open Lunch (on own) Workshop 2 –Auditing Surgical Services Claims Speaker: Speaker: Laurie Laxton, RN, BSN, CMAS, RAC-CT Presented both from an operating room nurse and external auditor point of view, attendees will be given a pictorial tour of the entire surgical process from the Preoperative suite, through the Intraoperative procedure, transitioning finally into the PACU. Common and uncommon surgical supplies/charges will be discussed, as well as, an introduction to Anesthesia medications and supplies. The session will end with a meticulous breakdown of operating reports and anesthesia records.

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Conference Schedule Wednesday, May 11, 2016 12:00 – 7:00 pm 8:00am – noon

Registration open CMAS Certification Examination AAMAS in partnership with CCMA (Council for Certification of Medical Auditor Inc.) are pleased to announce that the CMAS exam will be given on May 11, 2016 at 8 am to 12 noon. To register please utilize the attached link: http://www.certifiedmedicalauditor.com/candidate-handbook/ Qualifications include membership to a qualifying organization like AAMAS and 2 years auditing experience. Examination Fee Application Fee: $350.00. Fee is payable to: CCMA CCMA Tax ID 472803545 Mailing address CCMA Certification Council 10200 W 44th Ave, Suite 304 Wheat Ridge, CO 80033 Credit card payments are accepted.

5:30pm – 6:00pm

6:00pm – 8:00pm

Deadline for applications: May 1, 2016 Please contact Ruth Gahan with any questions at [email protected] or 402-6572179 AAMAS Board of Directors Meeting Allen Shane, BSN, RN, CCM, CMAS AAMAS President New Member/First Time Attendees “Meet and Greet” AAMAS Board This reception will give new members and first time attendees an opportunity to meet and visit with AAMAS Board members. Opening Reception The Opening Reception is a great time to network, reconnect with friends, and meet the candidates running for AAMAS Board positions.

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Thursday, May 13, 2016 Registration open Continental Breakfast AAMAS Opening Remarks and Announcements Allen Shane, BSN, RN, CCM, CMAS AAMAS President 8:30am – 10:00am Keynote Address Speaker: Elizabeth Lamkin, MHA, CEO Pace Healthcare Consulting 10:00am – 10:15am Networking Break 10:15am – 11:30am General Session 1 – Weaknesses in Auditing Specialty Departments (Cath Lab, Therapy, etc.) Speaker: Dorothy D. Steed, CCS, CDIP, CPC-H, CHCC, CPUM, CPUR, CPHM, CPMA, ACS-OP, CCS-P, RCC, RMC, CEMC, CPC-I, CFPC, PCS, FCS, CPAR 7:00am – 4:00 pm 7:00am – 8:00am 8:00am – 8:30am

11:30am – 1:00pm 1:00pm – 2:15pm

Lunch General Session 2 - ICD10 Update / Documentation Weaknesses Speaker: Dorothy D. Steed, CCS, CDIP, CPC-H, CHCC, CPUM, CPUR, CPHM, CPMA, ACS-OP, CCS-P, RCC, RMC, CEMC, CPC-I, CFPC, PCS, FCS, CPAR

2:15pm – 2:30pm 2:30pm – 3:45pm

Networking Break Breakout Session 1 – Speaker: Laurie Laxton, RN, BSN, CMAS, RAC-CT

2:30pm – 3:45pm

Learn about Medicare and Medicaid billing and how audits of Skilled Nursing Facilities are conducted. Explore the CMS world of Long Term Care. We will discuss the RAI manual, MDS assessment, PPS schedules, Resource Utilization Groups (RUGs), Case Mix States, and some Late loss ADL/Rehab minute calculations. Learn the difference between Level of Care and RUG audits. Explore various auditing employment options in the long term care field. Time permitting, we will explore some of the RAC audit target areas of Skilled Nursing Facilities. Breakout Session 2- HEDIS / Quality Audits Speaker: Patricia Berryessa, RN, CMAS Come learn about new audit opportunities in Quality Auditing. During this session Page 3 of 9 Updated: 04/19/2016

3:45pm – 4:00pm 4:00pm – 5:00pm

Patricia will discuss HEDIIS accreditation, the various measures involved in HEDIS and Quality audits, maintaining relationship with providers and giving feedback based on the analysis of data abstracted from the medical records. Break (No Food Service) AAMAS General Membership Meeting Allen Shane, BSN, RN, CCM, CMAS AAMAS President

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7:00am – 4:00 pm 7:00am – 8:00am 8:00am – 8:30am

8:30am – 10:00am

Friday, May 14, 2016 Registration open Continental Breakfast AAMAS Closing Remarks Speaker: David Eklof, BSN, RN, CMAS AAMAS President General Session 3: OIG Fraud Investigations - Case Studies of Closed Cases - Red Flags to identify when auditing Speaker: Omar Perez Assistant Special Agent in Charge Office of Inspector General United States Department of Health and Human Services

10:00am – 10:15am Networking Break 10:15am – 11:30am General Session: Clinically Driven Revenue Cycle Speaker: Jody Taylor, RN, CRCR, CMAS Revenue Cycle Executive Cerner Corporation

11:30am-12:45 pm 12:45 pm-2:00 pm

12:45 pm-2:00 pm

This session with discuss and illustrate how to integrate financial charging information into clinical documentation and workflow, allowing for very compliant billing and optimized reimbursement. Lunch Breakout 3: Challenges of Incident To Audits Speaker: Rebekah Evans CPC, CPC-I Quality Assurance Auditor Advize Health There is much confusion around incident to services. We will take a look at this topic from the auditor’s perspective and review how to identify issues and red flags while reviewing records. In addition we will talk about the differences between incident to services compared to split or shared billing. Some of the questions you will walk away feeling confident in; what are the rules, who is eligible, how do you spot red flags, and what are the differences between incident to and split/shared billing. Breakout # 4 Hot Topics in Medical Audit Speaker: David Eklof, RN, CMAS Director of Clinical Services – Data-Metrix Page 5 of 9 Updated: 04/19/2016

This session will inform the audience of changes within the organization in reference to the separation of AAMAS and CMAS. The Certification Council of Medical Auditors Inc. (CCMA) is a separate tax entity that has formed in order to better position the CMAS credential in the auditing community. CCMA is in the process of becoming a 501a nonprofit entity

2:00pm -2:15 pm 2:15pm – 4:00pm

4:00pm-4:15pm

We will also discuss the requirements of obtaining and maintaining the CMAS designation. Also we will discuss the processes of creating and analyzing the exam questions as well as opportunities to assist the Council in outreach. Networking Break General Session: YOGAuditing: Records, Audits and Trends Speaker: Melissa Jewett, CPC, CPMA Quality Assurance Auditor Advize Health Be a part of healthcare reform wellness starts with you! Take time during your busy work day to stretch and breathe, Melissa Jewett, CPC, CPMA will share some of her “YOGAuditing” techniques while providing an interesting discussion on the newest compliance issues, diving deep into the medical record, and exploring the newest trends in our industry. Closing/Evaluations

Post Conference Schedule Saturday, May 16, 2015 AAMAS Board of Directors Meeting David Eklof, BSN, RN, CMAS AAMAS President .

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2016 Speaker Biographies David Eklof RN, Executive Director, Clinical Services, Data-Metrix, Inc has more than 20 years experience in the patient financial auditing field working both as an internal and external nurse auditor. He has functioned as an HBA trainer and developed a training manual for Data-Metrix Nurse Auditors. David also has served as a quality control monitor of audit results for nurses in the field. Rebekah Evans, CPC, CPC-I - Ms. Evans is a QA Specialist with Advize Health, a firm providing medical auditing and consulting services. Ms. Evans has worked in the healthcare industry for 15 years and became a Certified Professional Coder (CPC) in 2003. Her focus areas include educational instructor, project management, surgical and E/M code auditing, chart auditing, claims processing, customer service, custom reporting, data analysis, and policy/procedure writing and implementation. Ms. Evans is an excellent educator, conducting presentations and webinars, as well as writing content for Advize Health’s newsletter and blog. Melissa Jewett, CPC, CPMA - Ms. Jewett has worked in the coding and billing industry for close to 15 years, with a focus on coding general surgery claims for the last 7 years. Her focus areas include for OB/GYN, podiatry, and family medicine specialties. She has conducted Evaluation and Management (E/M) audits, utilizing both the 1995 and 1997 Documentation Guidelines, as well as modifier audits focused on bundling and unbundling issues. Ms. Jewett provides educational seminars to providers and gives the necessary feedback following the audits. She strives to stay updated on coding, billing, and documentation policies and has also worked with various practices as an Electronic Health Records (EHR) Trainer/Implementer. In that capacity, she had many opportunities to teach, monitor, and assist practices with the daunting yet rewarding task of achieving meaningful use. She confidently assisted concerned providers during their meaningful use audits, and offered industry trusted advice for creation and implementation of a Security Risk Analysis. Ms. Jewett has been a Certified Professional Coder (CPC) since 2004 and Certified Professional Medical Auditor (CPMA) since 2014. Elizabeth Lamkin, MHA, CEO, After 20 years as a highly innovative hospital CEO, she now brings effective solutions to all types of hospitals and healthcare providers. Elizabeth specializes in system development, quality and billing compliance. Throughout her career, Elizabeth has achieved numerous recognitions for quality as well as patient, staff and physician satisfaction. Elizabeth has extensive experience in both start-ups and turnarounds. She is a nationally known speaker and author on billing compliance including CMS Recovery Auditors. Elizabeth brings enterprise wide solutions that begin with the Governing Board and the strategic plan. Her techniques are based in performance improvement within a team of stakeholders, resulting in Page 7 of 9 Updated: 04/19/2016

practical and sustainable solutions. These result-oriented techniques are relevant and transferable to any hospital or provider because each solution is based on the provider’s current systems and culture. Elizabeth received her BAIS degree, Cum Laude, from the University of South Carolina and a Masters in Healthcare Administration also from University of South Carolina, Delta Omega Honor Society. She was named outstanding MHA student and won the Suzie James Yates scholarship. Elizabeth has always been involved in community and charity work. As a community leader, in 2010 Elizabeth served on an eleven person Visioning Task Force for Hilton Head Island, SC. She now serves on the Greater Island Council to assist in implementation of the plan. She is also currently Board Chair for United Way of the Low country and serves on the Board of the Coastal Discovery Museum. Laurie Laxton, RN, BSN, CMAS, RAC-CT - Laurie has over 25 years of nursing experience in a variety of areas. Graduating from UCLA, she specialized in the Orthopedic Trauma Surgery field. As Nurse Coordinator of the UCLA Hand Center and later, the Hip and Pelvic reconstructive division of the Good Samaritan Hospital, Los Angeles Orthopedic Department she was involved in cutting edge technology and care. In the late 1990s Laurie started a consulting business advising school districts and day camps on CPR/First Aid, medication administration, care planning, and incident reporting. In 2009, she became a Nurse auditor, contracting with 3 national firms to conduct hospital and Skilled Nursing facility audits in several states. Currently she is an Education and Support Specialist at an industry leading software company who offers products to help ensure quality improvement, risk reduction, and correct billing practices for the Long Term Care industry. Omar Pérez Aybar, Assistant Special Agent in Charge of the Miami OIG Regional office has been involved in many investigations that have uncovered hundreds fraudulent Medicare schemes by durable medical equipment suppliers, home health agencies, physicians, and rehabilitation facilities. The investigations resulted in nearly 700 convictions and the recovery of almost one billion dollars. In 2010, Omar was promoted to Assistant Special Agent in Charge and oversees 5 of the 10 HEAT teams operating in Miami. In this role he supervised the investigation of a company that defrauded Medicare of over $87 million and whose owner received the highest sentence for healthcare fraud in US history. In 2014 Omar was honored as a recipient of a Samuel J. Heyman Service to America Medal (Sammies). These medals are given to public servants whose outstanding achievements have improved the lives of Americans and others across the globe. The Sammies have earned a reputation as one of the most prestigious awards dedicated to honoring America's Civil Servants.

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Dorothy Steed, has 38 years of experience in both hospital and physician billing, coding, reimbursement and claims management, specializing in Medicare requirements. She is credentialed in Medical Coding, Compliance, Utilization Management, Utilization Review, Medical Auditing, Clinical Documentation Improvement and Patient Accounts. She holds specialty credentials in Evaluation and Management & Medical Auditing and Radiology Coding and has provided training workshops in all of these areas. Jody Taylor, RN, Revenue Cycle Executive, serves as a client engagement specialist with responsibilities in financial performance cross the clinically driven revenue cycle; specializing in connecting clinical documentation to charge capture, resulting in improved client revenue integrity and financial performance. Jody joined Cerner in 2015 to assist clients with performance improvement thereby enhancing client relationships. She facilitates Lean and Six Sigma principles while conducting root cause analysis of workflows in both clinical and charge integrity. Jody’s track record reflects significant revenue integrity capture with optimization by leveraging the clinically driven revenue cycle, thereby creating checks and balances between clinical and financial using automation of workflows within multiple departments across multiple regions to gain efficiency. In addition, Jody provides insight into clinical workflow and alignment with revenue cycle initiatives while ensuring revenue and clinical integrity. Prior to Cerner, Jody worked a large multi hospital system as the Assistant Director of Nurse Auditing. In that capacity, Jody was accountable for complete integration of clinical documentation (physician and clinician) to charge capture and revenue integrity. In this role, Jody virtually irradiated manual charge entry while being responsible for a work force of 85 auditors across all clinical disciplines. Jody assisted in design, development, training, and execution of clinically driven revenue cycle road maps which resulted in moving half of clearing house edits up stream into clinical workflow, producing ultimate clean claim rates and significant efficiencies across the entire revenue cycle, thereby reducing risk and compliance issues resulting in improved patient safety outcomes. During the design and development of the clinically driven revenue cycle, Jody was awarded Auditor of the Year in 2012 by the American Association of Medical Audit Specialists. Jody started as a Pediatric ICU Nurse in 1994, working in fields such as Pediatric Open Heart, Emergency Medicine and Transplantation. Jody went on to continue her development for the next 21yrs with Adventist Health Systems. During such time, she completed Lean Principles training in 2002 and became the AHS Nurse auditor in 2006. In that role Jody designed, develop, tested, trained and implemented both Legacy and Windows Revenue Cycle IT applications.

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