Spring Edition 2012 Pdf V.3

The Bottom Line The Newsletter of the San Diego-Imperial Chapter

Winter Edition - February 2012


Spring Edition - May 2012 Page 1

Message from the President By: DEB HAGEN President San Diego / Imperial Chapter of HFMA

President’s Message 1

Membership 2‐3

Sponsor Highlights 4

Sponsor Benefits 5‐6

Education 7‐8

Social 9‐10

Articles 11‐16

Founders Awards 17

Certification 18

Volunteerism 19‐22

Finance Update 23

As I sat down to write this last article of our FY, I took a memory journey through my service in HFMA and this year as Chapter President. Before sharing some highlights, I want to express my gratitude for the honor and pleasure of serving this

Chapter – and working with a very talented and enthusiastic leadership team! One of my favorite life quotes is “People don’t care how much you know until they know how much

you care.” I really began to care about HFMA and this Chapter when it became personal to me in 2003. Dave Canfield, past National Chairman of HFMA and Past‐President of SoCal HFMA, swore me in as a Board officer under Bob Hemker’s presidency. His Chairman’s theme had been “It’s personal”. As he swore us in, he shared many things, but stressed the personal life‐long friendships acquired through service to the organization. He encouraged us all to find an HFMA mentor, and to become one eventually to others. It sounded good…almost to good to be true if I’m honest. So, later I went out on a limb and asked if he would consider being my mentor. Although I didn’t expect he’d have the time, he enthusiastically agreed on the spot – showing how much he truly cares about the organization and people. I have since been blessed to work with great people – many of whom have become life‐long friends! I encourage you all to find a mentor and become one eventually to others as well. The rewards and friendships are priceless. With only a few weeks remaining in this year, our Chapter has surpassed almost every goal set forth

in our strategic plan. The following are a few highlights: Education [Surpassed 14.2 hours/member to achieve >18 education hours/member. Achieved venue rotation & multi‐organization collaboration]: 1st Joint SOHL/HIMSS/HFMA program event 1st Joint SoCal/HFMA Fall Conference 1st Joint California Chapters collaborative statewide webinars 1st annual Spring conference: Local/state/national legislative updates; lunchtime Installation/

Awards; Afternoon CFO/CEO/CMO panel Membership [Surpassed 270 member goal. Achieved 277 members so far] HFMA 101 created for new member events

Enhanced Sponsorship Benefits Volunteerism Growth & Leadership [Increased volunteerism >15% from 8%] Created volunteerism description & sign‐up sheet with mentoring Created Chapter Volunteerism & Awards Committee

Enhanced Chapter Communications Established Chapter LinkedIn site; Website enhancement underway

Enhanced Business Processes Created Vice President position & duties for succession planning

Established strategic planning methodology & metrics; Chapter Leadership training session [Mini‐LTC; CAT planning]; Expanding Policies and Procedures; Establishing central electronic repository

These highlights demonstrate a year of “Connecting‐the‐Dots” with our amazing membership and leadership team. Thank you once again for the honor of serving as your Chapter President. I will take away many wonderful memories and cherish life‐long friendships. As this year winds down, it is fitting that it has come full circle with my mentor and friend Dave

Canfield flying out to participate in our Chapter Awards during our recent April 13th educational event, and to do the honors of installing our 2012‐2013 Chapter officers and directors. Please join me in supporting and cheering on our incoming Chapter President Pia Labos and her incoming leadership team June 1st to continue success and “Build on the Momentum!” I am confident this will be a great year!! ‐Deb

Inside This Issue

2011‐2012 Chapter Leadership

Deb Hagen ‐ President

Pia Labos ‐ President‐Elect

Carl Hill ‐ Vice President

Jim Sprague ‐ Secretary

Shannon Vanderbilt ‐ Treasurer

Cheryl Hendershott ‐ Program

Jennifer Sievers ‐ Membership

Chris Udell ‐ Newsletter

Michelle Valencia‐Jackson—Sponsorship

Andrea Jacoby ‐ Social

Margie Drobatschewsky ‐Past President

Tim Nguyen ‐ Certification

Bob Hemker ‐ CHA Liaison 2011‐2013

Bryan Webster ‐ Webmaster

Rina Patel ‐ Program Co‐Chair

David McNulty ‐ Founders Contact

Julie Haluska ‐ Awards & Volunteerism

Dave Epstein ‐ Past Region 11 Executive





By: Jennifer Sievers

Membership Update

Our 2011/2012 year is coming to an end and

we have had a great membership year! We

have increased our membership from last

year by 5%. The membership team has been

working hard and just in the last three

months we are happy to welcome 24 new

members and are

continuing to grow!!!! As we start to approach the summer months

please do not forget our great member get a

member programs. Let’s all challenge

ourselves to tell co-workers and

professionals in our industry about the great

benefits and networking that HFMA offers. I

challenge each member to bring on a new

member to our wonderful organization in the

2012 - 2013 year. I have really enjoyed being the Membership Chair for this year. We have a great board and Most of all the BEST members any chapter could ask for. Thank you for having me, it has been an honor. I want to welcome our new Membership Chair for 2012 - 2013 – Stephany Vurik and Co-Chair – Elaine Cherry. I hope you all have a great upcoming year! Thank you-Jennifer Sievers

Welcome Aboard New Members February 2012– April 2012

Jon Clark VP Sales FSSI

Mark Bockhold Business Development Accretive Health

Christina Valdes Controller El Centro Regional Med Center

Aaron McDaniel Director PFS & Registration El Centro Regional Med Ctr

Teresa Penuela Accounting Manager El Centro Regional Med Ctr

Fahd Benabdeljalil Financial Analyst Sharp Grossmont Hospital

Roger W. Lindsay Executive VP, Sales & Marketing CentraMed

Cindy Bertrand Audit Partner BDO

Michael Roulan Director of Budgeting & Forecasting UCSD Health Ctr

Kevin A Roy Managing Director Healthcare Finance Partners

Hillary Hays Account Manager Aerotek

Carol Burke Sr Director of Marketing AMN Healthcare

Tom A Blankenship Hammond Hanlon Camp

Laura Johnston Coding Manager El Centro Regional Med Ctr

Melissa Polly Marketing Director AMN Healthcare

Jill Dewart District Manager Sodexo

Julia Monell Manager, Quality Control A/R Sharp Healthcare

Adam Hawkins Info See Reg. Director Cynergistek

Drew Reynolds VP, Strategic Accounts CareFusion, Integrated Sales

Barbara Lefkarites Project Coordinator CA-NV Public Health Training Ctr

James G Malone Sr VP, CAO Kaiser Permanente

Suzan G. Kennedy Sr Sales Executive The SSI Group, Inc.

Jessica Minan Account Manager Aerotek

Kathryn Storevik Financial Analyst Scripps Health





By: Jennifer Sievers

Membership Continued

Don’t Forget our National Member‐Get‐A‐Member program:

(Show me the Money! $$$$$$)

Helping grow membership is now easier and more exciting to do with our HFMA National Member‐Get‐A‐Member program. HFMA is giving out great new prizes as incentives to help us grow our San Diego Chapter membership – Prizes such as:

Apple iPad ….ohhh Visa Prepaid Card ranging from $25 to $150……ahhh $ 1,000 Cash ….Ka‐pow! $ 2,500 Cash…. Super! The Grand Prize of $3,000 cash and $2,000 donation in your name to the charity of your choice…

AWESOME!!!!! Please see the HFMA National website for incentives and more details on our Member‐Get‐A‐Member program: http://www.hfma.org/membership/rewards/. JOIN US!!! Remember we are always looking for our members to become active with our chapter and you can do so by joining the membership committee. We have so much fun interacting with our members and we would love for you to join in on the fun. If you would like more information please feel free to contact me via phone: 619‐798‐7404 or email: [email protected] Our goal for this fiscal year is to increase our total membership from the prior year, so please take a moment and consider if there are any individuals in your organization who are not yet members. Please invite them to join our organization by letting them know about our New Member Discount and Member‐Get‐A‐Member Program, as well as our Educational and Social Networking opportunities. Also, when renewing your membership for the year, please check your profile on the HFMA website to ensure that we have your most current demographic information.





We thank our ongoing sponsors, as they are part of our own "Revenue Cycle."

With the Sponsors ongoing financial support, the Chapter can in turn continue providing local economical education, and our members benefit from the education and meeting the Sponsors.

For Sponsorship Opportunities please contact [email protected]

Firstsource is a global business process outsourcing company offering comprehensive healthcare revenue cycle solutions including eligibility and receivables management services. Health Advocates is the largest Patient Advocacy company in CA assisting uninsured & underinsured individuals qualify for health insurance benefits. Progressive Management Systems is an employee owned Accounts Receivables Management company. Triage Consulting Group is one of the nations leading hospital revenue review consultancies. CBB/MBS provides a full range of receivables management programs including pre-collect, billing, follow-up

and collection services, as well as backlog/clean-up projects. Barney & Barney have been providing premier insurance, risk management and employee benefits solutions

since 1909 offering a full range of services and coverage for both businesses and individuals.





Benefits of Sponsorship

BARNEY & BARNEY FIRSTSOURCE TRIAGE CONSULTING GROUP

PROGRESSIVE MANAGEMENT SYSTEMS HEALTH ADVOCATES CALIFORNIA BUSINESS BUREAU

PASSPORT

KAUFMAN HALL CYMETRIX

ACCRETIVE HEALTH

ELIGIBILITY PLUS, INC. STATE COLLECTION SERVICE

EMDEON BACTES

Benefit Gold Silver Bronze

Per program cost x

Annual category x x

Special Recognition at each program x x

Opportunity to sponsor a complete program at location of your choice x x

Company logo and description displayed all year on SDI HFMA website x x

Up to two complimentary registrations at each program x x x

Up to three complimentary registrations at each program x x

Up to four complimentary registrations at each program x





Gold – Annual category at $3,000. Gain significant market exposure, position key products and access your key regional leaders. This sponsorship level indicates your commitment to our SDI HFMA organization throughout the year. You receive special recognition at each program and you will have the opportunity to sponsor a complete program at a location of your choice. By underwriting our events keeping member costs low you will be provided special recognition on our SDI HFMA website with your company logo and a description of services all year, and up to four (4) complimentary registrations at each program (based on space/availability), additionally we will post your logo on the back of the program agenda at each meeting and display it on a PowerPoint along with our other sponsors at the beginning of each meeting. You will also be provided either a vendor table or an opportunity to address our members to introduce your company’s solutions and products (this depends on the size of each venue and/or agenda logistics). Offered at $3,000, the annual sponsorship is easier to submit for annual budget planning, beginning June 1 and ends May 31 each year. Silver – Annual category at $2,000. This sponsorship level also indicates your commitment to our SDI HFMA organization throughout the year. You receive special recognition at each program and you will have the opportunity to sponsor a complete program at a location of your choice. By underwriting our events keeping member costs low you will be provided special recognition on our SDI HFMA website with your company logo and a description of services all year, and up to three (3) complimentary registrations at each program (based on space/availability), additionally we will post your logo on the back of the program agenda at each meeting and display it on a PowerPoint along with our other sponsors at the beginning of each meeting. You will also be provided either a vendor table or an opportunity to address our members to introduce your company’s solutions and products (this depends on the size of each venue and/or agenda logistics). Offered at $2,000, the annual sponsorship is also easier to submit for annual budget planning, beginning June 1 and ends May 31 each year. Bronze – Annual category at $1,000. This sponsorship provides up to two (2) complimentary registrations for the program (based on space/availability), your company logo and service description from the point of commitment to sponsorship until after the program and recognition at the program. This sponsorship level allows your company to target specific programs (unless sponsored by a particular vendor) that relate most closely to your products or services. You will also be provided either a vendor table or an opportunity to address our members to introduce your company’s solutions and products (this depends on the size of each venue and/or agenda logistics). This sponsorship level also allows the ability to keep the cost below departmental budgetary thresholds allowing for rapid approval. However, SDI HFMA is not able to guarantee space for each separate event since some events are sponsored by a particular vendor. Interest in sponsorship has increased dramatically and we have begun limiting the total number of vendors that formally sponsor So CA HIMSS. We also strongly encourage our vendor sponsors to distribute the program brochure to their mailing list. Many of our sponsors see this as an opportunity to host their clients and target programs that relate to their products and or services.

Sponsorship Levels





As your new Program Chair for June I would like to invite you, to give your feedback and suggestions on educational events for year 2012—2013.

Please take the time to review the Save the Date Calendar on the following page.

Please let me know if there is a topic that you would like to present, attend, or participate.

All ideas and suggestions will be reviewed and considered. Remember this is your Chapter and we want to provide you with the best opportunity to learn by

providing events that are meaningful, at locations close to you, with dates and times that work best for you.

Please email Margie at [email protected]

WE WANT TO HEAR FROM YOU!!!





Upcoming Events Save the Dates!

This year we will also be offering webinars (topics to be announced) in partnership with the Northern and Southern California chapters of HFMA Watch your mail for more information

Suggestions for educational sessions are always welcome. Please contact Margie D at [email protected] with any suggestions or comments.

June 5, 2012 12:30 pm - 5:00 pm HFMA / SOHL / HIMS

Joint Meeting - Details to Follow Scripps La Jolla, Schaetzel Building - Shepard Great

Hall 9888 Genesee Ave, San Diego, CA, 92037

August 1, 2012 10:30 am - 1:30 pm

HFMA / CAPG Joint Meeting - Details to Follow

Sharp Spectrum Building

September 9 -11, 2012 San Diego - Imperial / Southern California Chapters

Joint Conference The Grand Hyatt Palm Desert

October 28-30, 2012

HFMA National San Diego Hilton

November 16, 2012 8:00 am - 5:00 pm

Mini Map with Suzanne Lestina Uninsured with Gerilynn Sevenikar

More to Follow…. Location TBD

January 27 - 30, 2013 Region 11 Symposium

Caesars Palace - Las Vega

February 13, 2012 8:00 am - 5:00 pm Day Esquiza

Scripps La Jolla, Schaetzel Building - Shepard Great Hall

9888 Genesee Ave, San Diego, CA, 92037

March 2013 Medicare Boot Camp Week

Location TBD

April 10, 2013 8:00 am - 5:00 pm CEO / CFO Panel

Speakers from the following organizations Kaiser UCSD

Palomar Health Children’s

Loma Linda Location TBD





Suggestions for social events are always welcome. Please send a message to Andrea Jacoby at andrea.l. [email protected] with any suggestions or comments you may have.

Wednesday, May 23rd, 2012 at 5:30pm Harry’s Bar and American Grill

4370 La Jolla Village Drive, Suite 150 San Diego, CA 92122

Last Social Event of the Year

Appetizers and a drink ticket will be provided

On Behalf of the HFMA San Diego Chapter, We Thank You for Your Hard Work all Year!

For questions or further information please contact: Andrea Jacoby

Tel: 619 933-8755 [email protected]





Suggestions for social events are always welcome. Please send a message to Andrea Jacoby at andrea.l. [email protected] with any suggestions or comments you may have.

Thank you to our sponsor

HFMA and SOHL members and guests attended a fun evening of drinks, food and networking at the

House of Blues in February.





Richard L. Clarke, DHA, FHFMA, HFMA President and CEO, recently announced that he

will retire July 31, 2012, after more than 25 years of service to the Association.

Clarke has been president and CEO of HFMA since 1986. During his tenure, HFMA has experienced membership and operating revenue growth as well as broad influence in improving healthcare efficiency and effectiveness through initiatives such as the PATIENT

FRIENDLY BILLING® project. Clarke has been named one of Modern Healthcare magazine’s “100 Most Powerful in Health Care” for nine consecutive years, and is one of only 12 healthcare leaders who have made the list every year since its inception.

“HFMA has become the indispensable resource for healthcare finance under Dick’s leadership,” said Gregory

M. Adams, FHFMA, HFMA Board chair and senior vice president and partner at Panacea Healthcare Solutions, LLC. “His vision for value-driven health care, his passion for education and continuous improvement, and his

ability to bring together diverse perspectives has benefitted HFMA’s members, their organizations, and their communities.”

With the announcement, HFMA will soon begin its search for a successor, ensuring a smooth transition for HFMA’s 37,000 members across the nation. A search committee has been formed of volunteer leaders with diverse HFMA and industry experience to best represent the association’s members in this effort. This committee will work with a search firm to identify and assess potential candidates.

Clarke is a past chair of the Commission on Accreditation of Healthcare Management Education and a former chair of AHA Financial Solutions, Inc. Additionally he has served on the Federal Reserve Bank of Chicago’s

Advisory Council. He currently serves on several committees and the Board of Directors of CHRISTUS Health in Dallas, Texas, as well as the Finance and Strategy Committee for Catholic Healthcare Partners in Cincinnati, Ohio. Dr. Clarke holds an instructor faculty position in the Department of Health Systems Management at Rush University in Chicago and the MBA in Health program for the University of Miami in Coral Gables, Florida.

Reflecting on his time leading HFMA, Clarke says, “Every day for the past 25 years, I have been impressed by the dedication of HFMA members not only to the association, but to their role in improving our nation’s health. It has been an honor to serve with them and to support the mission of HFMA.”

HFMA National News





The Department of Health and Human Services has proposed postponing by one year the deadline for providers to implement the new ICD-10 coding system. In an announcement April 9, 2012, HHS proposed changing the ICD-10 compliance date to Oct. 1, 2014. HHS Secretary Kathleen Sebelius announced plans in February to postpone the original Oct. 1, 2013 deadline in an effort to reduce “administrative burdens” for providers who said they were concerned about implementing the new system. The new compliance date would give providers more time to prepare and fully test their systems to ensure a smooth transition to the new code sets, HHS said. Richard Gundling, FHFMA, CMA, vice president of healthcare financial practices at HFMA, said the postponement “will give some breathing room in moving to a higher level of readiness. Although the potential benefits of ICD-10 to reduce costs and improve care are delayed, the urgency to move forward on implementation plans is still ongoing.” The new implementation date is part of a proposed rule that would create a unique health plan identifier under the Health Insurance Portability and Accountability Act of 1996. The identifier would be used by all health insurance plans and allow providers to automate and simplify their billing processes and other transactions. “The new healthcare law is cutting red tape, making our healthcare system more efficient and saving money,” Sebelius said in a news release. “These important simplifications will mean doctors can spend less time filling out forms and more time seeing patients.” HHS estimates that establishing the unique health plan identifier would save providers and health plans up to $4.6 billion over the next 10 years. Reproduced from HFMA healthcare financial news http://www.hfma.org/Templates/BlogPost.aspx?id=31708 Used with permission.www.hfma.org





Replacing federal funding would be key obstacle

State officials plan to press forward with federal healthcare reform even if the U.S. Supreme Court rules that all or part of the law is unconstitutional. Diana Dooley, California’s secretary of Health and Human Services, said she believes the U.S. Supreme Court will eventually uphold the Patient Protection and Affordable Care Act (PPACA) but that she’s also “working very hard to assure that we have as much benefit for California as possible, even if we don’t have the full promise of the Act.” Dooley acknowledged that, without federal funds, it would be “very hard for us to move forward” and that the state would have to first balance its budget “to get California on strong footing to do any of this work.” The state is currently running a budget deficit estimated to be between $15 billion and $20 billion. Dooley said a priority would be building California’s Health Benefit Exchange, which would provide an online marketplace where residents could purchase insurance at competitive rates. The state is currently working on building the infrastructure with $38 million in funding it received from the federal government in 2010. California has already launched a number of healthcare reform programs ahead of time through the state’s Bridge to Reform, a Medicaid 1115 Waiver that qualifies the state for federal matching funds. It includes the launch of a Low-Income Health Plan—an early form of Medicaid expansion—that has already insured more than 375,000 state residents. Some lawmakers have also discussed the possibility of reviving SB 810 authored by Sen. Mark Leno (D-San Francisco), which would create a universal healthcare system in the state.





If the individual mandate is struck down by the Supreme Court but the rest of the healthcare law is upheld, it’s expected that about one million fewer California residents would acquire insurance, according to a study by the UCLA Center for Health Policy Research. But if the entire PPACA is struck down, the state would be hard pressed to come up with the funding it would need to pursue all provisions of healthcare reform. A study by the Kaiser Family Foundation estimates the state is due to receive between $45 billion and $55 billion in federal funds from 2014 to 2019 to implement healthcare reform initiatives, or about $7.5 billion to $9.1 billion per year. “The state would need to come up with a lot of additional revenue to even partially fund healthcare reform initiatives,” said Dylan Roby, an assistant professor at the UCLA School of Public Health. Roby said the development and launch of the state’s health exchange would be one thing the state could manage without additional federal assistance. Additional state revenue could be produced by a November ballot initiative proposed by Gov. Jerry Brown that would raise the state sales tax by one-quarter of 1% for four years and raise state income taxes on individuals with annual incomes of $250,000 or more. If approved, the ballot measure would generate an estimated $5 billion in revenue each year to help offset future budget cuts and balance the state budget. —Doug Desjardins

Reproduced from California Healthfax ©2012 HCPro Inc., 75 Sylvan St., Danvers, MA, 01923; 800/753-0131; [email protected]. Used with permission.





Size of program questioned by advocacy group Four counties in the state have been selected to take part in a demonstration project to transition dual-eligible Medicare-Medicaid patients into managed care. The Duals Demonstration pilot program, which could eventually include up to 10 counties, still must be approved by the Centers for Medicare & Medicaid Services (CMS). The counties chosen to take part in the launch are Los Angeles, San Diego, Orange, and San Mateo. The goal of the program is to coordinate care for a patient population that uses the healthcare system frequently but tends to get fragmented care. “Currently, most dual-eligible beneficiaries access services through a complex system of disconnected programs that often leads to beneficiary confusion,” said Toby Douglas, director of the state Department of Health Care Services (DHCS). “The goal is to design a seamless system that helps dual-eligible beneficiaries get the healthcare they need and improve health outcomes in a more fiscally efficient manner.” The three-year program is scheduled to launch in January 2013 with enrollment in the four counties starting this fall. The DHCS plans to add up to six additional counties to the program: San Bernardino, Riverside, Santa Clara, Contra Costa, Alameda, and Sacramento counties. A study from the Kaiser Family Foundation estimates that dual-eligible patients represent 15% of total Medicaid enrollees but generate 39% of Medicaid spending in an average year. They also represent 16% of Medicare enrollees but account for 27% of total Medicare spending. In 2005, the average dual-eligible patient generated $20,000 in healthcare spending, about five times more than the average Medicaid patient. The state expects to produce huge cost savings by coordinating care for dual-eligible patients. The state projects the program will produce $678 million in savings in fiscal 2013 and up to $1 billion in savings in fiscal 2014. The savings would be achieved in part by improving preventive care to preclude unnecessary hospitalizations and nursing home admissions.





But the fact that the program will launch with such a large number of patients —approximately 500,000 of the of the state’s 1.1 million dual-eligible beneficiaries live in the four counties that will take part in the launch has raised concerns. Deborah Doctor, a legislative advocate for Disability Rights California, said she expected the demonstration plan to launch with a smaller number of patients to allow plan coordinators to make any necessary adjustments before rolling it out to larger group. “To start a pilot program with 50% of the dual-eligible population in the state when there’s no track record for this type of program is a concern,” said Doctor. “I don’t understand why the state feels the need to move at this scope and pace.” Doctor said the state may be better served to wait for the results of a study being funded by the California HealthCare Foundation that is assessing a recently launched state program that is transitioning 380,000 senior and disabled Medi-Cal patients into managed care. The results of that study are due to be published by the end of the year. The DHCS said the counties were chosen based on a review of proposals submitted by 22 health plans operating in 10 counties and that larger counties are typically the only ones that have established plans in place. “Counties with existing Medicare and Medi-Cal managed care plans were chosen,” said DHCS spokesman Tony Cava. “Small counties do not generally have Medi-Cal managed care. San Mateo is the exception, a smaller county with established Medicare Dual Eligible Special Needs Plans and a Medi-Cal managed care contract.” The state expects to have all 1.1 million dual-eligible beneficiaries transitioned into managed care plans by 2016. California has already transitioned 4.5 million of its 7.6 million Medi-Cal patients into managed care plans as part of an ongoing program —Doug Desjardins Reproduced from California Healthfax ©2012 HCPro Inc., 75 Sylvan St., Danvers, MA, 01923; 800/753-0131; [email protected]. Used with permission.





Volunteer and Rewards!

Since its inception in 1960, the Founders Merit Award Program has served to acknowledge the volunteer contributions made by HFMA members. Over the years, the Founders Merit Award Program evolved to include ties to certification, membership, and education--all tangential to the original purpose of the program. HFMA members will earn Founders points for volunteer activities, such as:

* Writing articles for national or local chapter publications * Participating in a program (speaker/panel) * Volunteering for a chapter committee or chapter officer position * Volunteering at the national level (e.g., serving as a member of the Regional Executive

Council or Chapter Advancement Team) * Proctoring an HFMA certification exam * Reviewing manuscripts or writing a book review for HFMA

The following members were awarded Prestigious National Recognition this year:

Chapter members can view their Founders points on the HFMA National web site under Manage My Account in their personal profiles through the membership directory area http://www.hfma.org/access_eseries.cfm. Any discrepancies between points awarded and points earned should be reported to the Chapter’s Founders Award Chairperson.

GOLD Thomas S. Kumura, FHFMA

MOH Reid Hollyfield, FHFMA

MOH Robert A. Hemker

MOH Melanie L. Van Winkle, CPA

SILVER Cheryl A. Hendershott

SILVER Margie A. Drobatschewsky

SILVER Julie Haluska





By: TIM NGUYEN, CHFP Certification Committee Chair

Becoming a Certified Healthcare Professional (CHFP) is a significant accomplishment. It distinguishes you as a leader and high-level professional in the healthcare finance industry. It reflects a deep personal commitment and sense of accountability that inspires credibility and confidence in your professional knowledge. Through HFMA Certification Programs, you can show your dedication to high standards in the industry. The CHFP exam explores numerous aspects of Health Care Finance.

Revenue cycle Budgeting & forecasting Financial reporting Internal controls Disbursements Contracting

The Health Care industry is continuously evolving; the CHFP exam will strengthen your area of expertise and improve your knowledge of Health Care finance. It will compliment your existing title and enhance your career. In addition to the CHFP program HFMA is now offering another opportunity for healthcare finance professionals to expand their skills and knowledge with the HFMA Advanced Technical Study Certificate programs. While these programs are not certification programs like the CHFP or FHFMA, they can help you prepare for them. These Advanced Technical Study Certificate programs are online educational programs that award a certificate after completing one of the programs listed below.

Mastering Patient Financial Services Mastering Healthcare Accounting and Finance Mastering Managed Care

The San Diego – Imperial chapter provides free coaching sessions to assist you in passing the CHFP exam . If you are interested in taking the exam and attending a free CHFP practice session please contact me at [email protected]. As always, should you have any questions you can email me directly at [email protected], send an email to HFMA at [email protected] or visit the HFMA certification webpage at http://www.hfma.org/certification/. “Remember, if you are not constantly learning and improving, then you are actually falling behind”





.

The San Diego‐Imperial Chapter needs volunteers and future chapter leaders for continued success!

We encourage you to seek involvement through volunteerism to meet personal or professional goals and to strengthen the quality and quantity of offerings through shared knowledge and participation. A brief description of each committee is below. Please review and check an area of interest and return to Julie Haluska, Chapter Awards and Volunteerism Chair [email protected], or discuss via phone at 847‐800‐2613, or contact any chapter leader below.

Purpose: Provides leadership and direction to the San Diego Chapter Board and its members toward the achievement of the adopted strategic goals. Mentor the president‐elect.

Purpose: To provide support to the president while learning the presidential responsibilities. By mid FY, participate in CAT and lead the FY 2012‐2013 strategic planning committee made up of the President, President‐Elect and Vice President. Mentor the Vice President and Volunteer/Awards Chair.

Purpose: To establish and monitor Yerger goals and progress to date. Learn the President‐Elect responsibilities for the

following year. Work closely with the President‐Elect and President. Sits on the Program, Membership, and Sponsorship committees

Purpose: Annual review and recommendations for adoption or amendment of Chapter Bylaws

Purpose: To record the meetings of the Chapter, notifies members of their election to office, maintains a roster of members, and issues notices of all meetings and events. Work closely with all chapter leaders.

_______Minutes at Board meetings _______C‐Vent Communications

SAN DIEGO‐IMPERIAL CHAPTER POSITIONS AND COMMITTEES

PRESIDENT: DEB HAGEN

PRESIDENT ELECT: PIA LABOS

VICE PRESIDENT AND DCMS CHAIR: CARL HILL

IMMEDIATE PAST PRESIDENT AND BYLAWS’ REVIEW: MARGIE DROBATSCHEWSKY

SECRETARY: Jim Sprague





Purpose: To maintain a strong financial position and utilize chapter resources to enhance benefits to members. Provide monthly financial statements to the Board. Coordinate financial review at year end with designated auditor and submission of 990 to national. Provide oversight to Sponsorship chair and DCMS reporting chair. FINANCIAL AUDIT COMMITTEE CHAIR: ALECE HON

Purpose: To perform the annual audit of the financial records and submit a report to the Board of Directors.

Purpose: To plan, conduct, and evaluate educational activities to meet the needs of the members and maximize the participation of all members in a meaningful learning process. _______Topic Identification _______Speaker Procurement _______Program Logistics [Location planning; A/V needs;

_______Event Assistance [Flyer Prep for Secretary to Distribute; Registration, Room set up, Moderators, Evaluations, _______Event Article for Newsletter

Other 2011‐2012 Program Committee: Joint Association Meeting CHAIR: MARGIE DROBATSCHEWSKY Purpose: To actively participate and assist in the development of Joint Association education programs. To promote the

value of the association, encourage involvement and elicit input for program development. _______Joint Meeting Volunteers

Purpose: To recruit and welcome new members, retain current members, promote reinstatement of inactive or former members who have not renewed their membership, and advance the opportunities of existing members through working closely with the Chapter Awards and Volunteerism committee toward the encouragement of volunteerism recruitment of future chapter leaders.

________New Member Welcome packet ________New member Events and HFMA 101 ________New Member Outreach to providers and other healthcare organizations ________Member Satisfaction and Retention ________Membership Directory

TREASURER: SHANNON VANDERBILT

PROGRAM CHAIR: CHERYL HENDERSHOTT CO‐CHAIR: RINA PATEL

MEMBERSHIP CHAIR: JENNIFER SIEVERS CO‐CHAIR: Elaine Cherry





Purpose: To recruit, welcome, and assist in assignment of new volunteers. Enhance Chapter communication, membership growth outreach, and promotion of volunteerism and leadership opportunities via the Chapter LinkedIn site. Through the Awards committee, recognize the efforts of chapter volunteers at the annual Chapter meeting. Works closely with Membership, Programs, Sponsorship, Newsletter, and Volunteer chair.

________Volunteer Outreach, Education, and Mentorship ________Awards Committee member

Purpose: To enhance chapter communications through regular publishing of the Newsletter. To provide members with

advance information on upcoming chapter and National HFMA program events and social activities; provide members with messages from our chapter president; provide a site to recognize our new members and report on chapter growth, retention and volunteer opportunities; provide a forum for our sponsors; provide information relative to the goals of our strategic plan, and to provide a forum for reporting state and national issues relating to the healthcare finance industry. Publish four (4) newsletters: summer (June/July), fall (September/October), winter (December/January), and spring (March/April). Work closely with Programs; Secretary, and Website.

________Article Procurement; Spotlight new members and volunteers ________Editor Assistance [Graphics; Publisher Design and Layout] ________Photographers for local, regional and national events

Purpose: To solicit financial support in the form of general corporate sponsorships in return for recognition in Chapter

publications and at Chapter events. To increase general sponsorship support to allow for the continuation of affordable cost educational programs, networking opportunities, and subsidization of memberships. Work closely with Treasurer.

_________Sponsorship Procurement _________Value Benefit Analysis and communication to members

Purpose: Plans and organizes logistics, entertainment, & refreshments for chapter social events. Work closely with Membership and Sponsorship. _________Social Event Planning and execution

.

NEWSLETTER CHAIR: CHRIS UDELL

SPONSORSHIP CHAIR: MICHELLE VALENCIA‐JACKSON

SOCIAL CHAIR: ANDREA JACOBY

CHAPTER AWARDS AND VOLUNTEERISM CHAIR: JULIE HALUSKA CO‐CHAIR: TINA ROBERTS





Purpose: To promote professional certification of members as “Fellow of the Healthcare Financial Management Association” (FHFMA) and “Certified Healthcare Financial Professional” (CHFP) through coaching sessions and articles of encouragement in the Newsletter.

________Certification Coaching Assistance

Purpose: To provide member access to the member directory; advance schedule of events including educational programs, social activities, certification test dates, and regional events; a site for sponsor information; a site for job postings; & and a link to HFMA national. Work closely with all chapter leaders. _________Website Assistance

Purpose: To submit to National HFMA the information needed to score the San Diego‐Imperial Chapter for Founders

Points by August 10th annually. Educate members via Newsletter about Founders Points, and encourage participation. Check National’s scoring for accuracy. Report the chapter’s progresses during the year to make sure recognition items are ordered and members formally congratulated.

Please fill out and return to any Chapter leader or call your Chapter president below to discuss.

Name:___________________________________________Email:_________________________________________ Company: _____________________________________________________________________________________ Phone#:_______________________________________Fax #: ___________________________________________ Address: ______________________________________________________________________________________

On behalf of the Board of Directors, we look forward to having you on our volunteer leadership team! ‐Deb Hagen, President San Diego–Imperial Chapter Cell: 619‐917‐6897 [email protected]

CERTIFICATION CHAIR: TIM NGUYEN

WEBMASTER: BRYAN WEBSTER

FOUNDERS CONTACT: DAVID MCNULTY

Committee Preference: 1st Choice:

Committee Preference: 2nd Choice:





For more information visit our website at www.hfmasandiego.org

Editorial Policy: The statements and opinions expressed in articles or features are those of the author(s) and do not necessarily reflect the views of the HFMA San Diego/Imperial Chapter or the editor. The Editorial Board reserves the right to edit material and to accept or reject contributions whether solicited or not. All correspondence is assumed to be released for publication unless otherwise indicated. All rights reserved.

For any questions or comments, regarding this newsletter, please contact Chris Udell at [email protected]

HFMA ‐ San Diego Imperial Chapter

Financial Performance

Ten Months Ended March 30, 2012

Balance Sheet Mar 30, 2012 May 31, 2011

Assets $124,597 $143,713

Liabilities and Fund Balances $124,597 $143,713

Income Statement YTD 3/30/12 Act YTD 3/30/12 Bud Variance

Revenue $43,798 $71,240 ($27,442)

Expenses $68,330 $81,182 ($12,852)

Net Income ($24,532) ($9,942) ($14,590)

For more information go to our website at www.hfmasandiego.org

Spring Edition 2012 Pdf V.3

Documents

Transcript of Spring Edition 2012 Pdf V.3