Educational
Session Descriptions
MONDAY, March 23, 2009
Concurrent Educational Sessions (100 series)
10:30 am to Noon
101-One Year Later: The Evolving Face of the Home Health
PPS and Its Impact on the Practice of Home Health Care
In January 2008, Medicare-certified home health agencies began the difficult
task of adapting to the first round of major programmatic changes since
inception of the prospective payment system (PPS) in October 2000. This
session will provide an in-depth look at what has happened since that time
and how it has affected the practice of home health care.
Objectives:
- Identify organizational and operational impacts
of PPS reform;
- Explain changes in clinical services triggered
by the revised PPS; and
- Recognize emerging factors in the revised PPS
that affect revenue and costs.
Faculty: Betty Gordon, Principal, Operational Consulting
Division; William Simione III, Principal; both from Simione
Consultants, LLC, Hamden, Conn.; Amanda Twiss, President, Outcome Concept
systems, Inc., Seattle, Wash.
Course Level: Update; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/RE).

102-Answers from the Experts: CMS Panel on the Medicare
Hospice Benefit
This popular annual program is a tradition for the NAHC March on Washington
Conference as it provides attendees the opportunity to hear from and ask
questions of a panel of top Centers for Medicare & Medicaid Services
(CMS) hospice experts. CMS will address important issues of the day, leaving
time for providers to focus attention on other topics of concern. Among
the items discussed will be: interpretive guidelines for the new hospice
conditions of participation (CoPs); survey and certification issues; hospice
medical review; and other regulatory areas of interest.
Objectives:
- Explain CMS hospice interpretive guidelines;
- Discuss hospice conditions of participation;
and
- Identify top survey deficiencies.
Faculty: Lori Anderson, Director, Division of
Home Health, Hospice & HCPCS, Chronic Care Policy Group, CMS, Baltimore,
Md.; Danielle N. Shearer, Health Insurance Specialist,
Office of Clinical Standards & Quality, CMS, Baltimore, Md.; Capt.
Mary Rossi-Coajou, MS,RN, Nurse Consultant, Office of Clinical Standards & Quality,
CMS, Baltimore, Md.; Jan V. Tarantino, Director, Division of Continuing
Care Providers, Survey & Certification Group, CMS, Baltimore, Md.
Course Level: CEs not available for this session.

103-The Future of Private Plans Under the Medicare Program
The Medicare program has had a private plan option for decades, but
enrollment levels have waxed and waned depending on actions taken by
Congress relative to reimbursement and regulatory requirements. Dubbed “Medicare
Advantage” (MA) under the Medicare Modernization, Improvement and
Prescription Drug Act of 2003, private plans saw dramatic enrollment
increases beginning in 2006. As oversight during 2006 and 2007 revealed
concerns about excess payments to plans, key players in Congress began
to press for program reforms, and during 2008 some changes were made
to the rules governing MA plans. This session will chart historic changes
in the MA program and provide insight into recent regulatory and legislative
activities expected to have an impact on the program’s future popularity
and the effect on the delivery of home health services.
Objectives:
- Outline structure of the MA program;
- Describe recent regulatory and legislative changes to
the MA program; and
- Discuss the potential impact these changes may have on
plan participation, enrollment, and delivery of home health
services to plan enrollees.
Invited Faculty: Vicki Gottlich, LLM,
Senior Policy Attorney, Center for Medicare Advocacy, Washington, D.C.;
Theresa M. Forster, Vice President for Policy, National Association
for Home Care & Hospice, Washington, D.C.
Course Level: Update; 1.5 Nursing CEs;
1.0 Accounting CPE (NASBA/RE).

104-Home Health Quality Improvement (HHQI)
Campaign – Findings and Future Plans
More than one-half of the nation’s 9,000-plus Medicare-certified
home health agencies volunteered to participate in the first phase of
the Home Health Quality Improvement Campaign that was launched in January
2007, by the Centers for Medicare & Medicaid Services (CMS). A 12-month
project aimed at reducing avoidable hospitalizations, the campaign issued
12 best practices packages by April 2008, and provided reports so participating
agencies could assess their progress. This session will provide an evaluation
of the campaign’s findings and results, CMS activities related to
the second phase of this important campaign, and insight into what the
project findings might have for the future of home care practice.
Objectives:
- Describe the HHQI Campaign;
- Discuss the results of the campaign’s efforts
and the potential effect it will have on the future of home
care practice; and
- Describe the role Quality Improvement Organizations
(QIOs) play in the second phase of the HHQI campaign and
home care quality in the future.
Faculty:Cynthia Pamon, Health Insurance Specialist,
Office of Clinical Standards & Quality, CMS, Baltimore, Md.; Charles
Schade, MD, Director, Scientific Support, Quality Insights of
Pennsylvania, Harrisburg, Penn.
Course Level: Update; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/RE).

MONDAY, March 23, 2009
Concurrent Educational Sessions (200 series)
2 to 3:30 pm
201-CMS Panel on Home Health Regulatory & Policy Issues
Representatives from the Centers for Medicare & Medicaid Services (CMS)
will discuss regulatory and policy initiatives for 2008 and beyond. In addition
to the latest on vital topics like payment and survey and certification issues,
panelists will discuss CMS’ quality initiatives and other efforts.
Objectives:
- Describe major regulatory and policy changes CMS
is planning to make in the home health program;
- Discuss the rationale behind the changes; and
- Identify how these changes will impact your agency
and how operations must be modified in order to comply with
changes.
Faculty: Debra Terkay, Center for Medicaid and State
Operations; Marie Casey, Office of Financial Management; Mark
Zobel, Medicare Contractor Management Group (invited); Lori
Anderson, Chronic Care Policy Group; Shannon Flood, Office of Research,
Development & Information;
All from the Centers for Medicare & Medicaid Services, Baltimore, Md.
Integrity Group, Chronic Care Policy Group, Survey & Certification Group,
and Office of Clinical Standards & Quality, all of the Centers for Medicare & Medicaid
Services, Baltimore, Md.
Course Level: CEs not available for this session.

202-How to Meet the New Hospice CoPs – Clinical, Operations, Administrative
and Legal Requirements
In June 2008, the Centers for Medicare & Medicaid Services issued the
first overhaul of regulations governing Medicare hospice services since 1983.
The new requirements include an array of changes that will affect virtually
every aspect of hospice service delivery – clinical, operational, administrative
and legal. This workshop will provide valuable insights into effective means
for ensuring that your hospice meets its obligations under the new CoPs.
Objectives:
- Discuss new quality assessment and performance improvement
requirements;
- Identify new requirements for initial and ongoing comprehensive
assessments; and
- Identify new legal and operational requirements.
Faculty: Susan Bruno, LCSW, ACSW, The Hospice
Institute of the Florida Suncoast, Clearwater, Fla.; Kenneth Burgess, J.D.,
and Michael Hale, JD, RN, Poyner & Spruill, LLP, Raleigh, NC; Hospice
Provider TBA.
Course Level: Overview; 1.5 Nursing CEs; 1.0
Accounting CPE (NASBA/RE).

203-Advocacy from A to Z – Lobby Your Member of Congress
This program will familiarize participants with the methods and techniques
of lobbying to communicate successfully with members of Congress regarding
home care and hospice priorities. Participants will learn how to conduct
a lobbying visit, avoid common errors and do effective follow up. Workshop
presenters have extensive experience working on Capitol Hill and knowledge
of current home care and hospice legislative issues.
Objectives:
- Discuss how to successfully conduct a lobbying visit;
- Demonstrate what to do during the three most common
types of legislative interviews and how to avoid the two
most common mistakes; and
- Outline follow-up activities and describe the most
effective means for communicating with members of Congress.
Faculty: Jeffrey Kincheloe, JD, Vice President for
Government Affairs, U.S.Senate; National Association for Home
Care & Hospice,
Washington, D.C.
Course Level: Intermediate; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/SKA).
204-Accounting for Differences: Does Home Health P4P Risk Adjustment Adequately Account
for Patient Variation?
In recent years private and public payers have increasingly focused on
creating financial incentives for providers to improve care quality, and
in some cases even assessing penalties for poor quality outcomes. In
order to ensure the appropriate payments based on outcomes, the patient's
risk at admission must be fully assessed. At this session, researchers
will present data on the diversity of the home health population, and the
extent to which risk adjustment adequately accounts for this diversity. The
Medicare Home Health Pay for Performance Demonstration Project, as well as
future goals of pay for performance, will then be discussed.
Objectives:
- Discuss risk adjustment and diversity among home
health patients
- Describe the current home health P4P demonstration
project.
- Outline options for future home health payment strategies
pay based on performance.
Faculty: Henry B. Goldberg, Senior Associate,
Health Policy & Clinical Research, Abt Associates Inc., Cambridge,
Mass.; Christopher Murtaugh, Associate Director, Center for Home Care Policy
and Research, Visiting Nurse Service of New York (presenting data from
his work funded by ASPE), Amanda Thomas,r Director of Research, National
Association for Home Care & Hospice,
Washington, D.C.
Course Level: Intermediate; 1.5
Nursing CEs; 1.0 Accounting CPE (NASBA/MAS).
MONDAY, March 23, 2009
Concurrent Educational Sessions (300 series)
3:45 to 5:15 pm
301-What Lies Beneath: Shedding Light on Variations through
the Study of Home Health Claims Data
The practice of home health is becoming increasingly complex, and variation
appears to be more the norm than the exception. What are the factors that
contribute to these variations? This workshop will provide findings
of in-depth home health claims analysis of hospital-based and free-standing
agencies conducted by the National Association for Home Care & Hospice
with the goal of explaining the impact of organizational and patient differences
on an agency’s practices and prospects. A panel of research experts
will be on hand to provide their perspectives and insights on the data.
Objectives:
- Describe the differences between hospital-based
and free-standing agencies regarding patient characteristics;
- Discuss differences in patient utilization and diagnoses
among patients treated in these two settings;
- Suggest policy recommendations for the Medicare
Payment Advisory Commission (MedPAC) in assessing hospital-based
agencies in future studies of home health care.
Faculty: Richard Chesney, President, Healthcare Market
Resources, Drescher, Penn.; Amanda A. Thomas, Director of Research,
National Association for Home Care & Hospice, Washington, D.C.;
Course Level: Intermediate; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/FIN).

302-Balancing Hospice Clinical Excellence and Financial Stability
As hospices adapt to the many changes under the new Conditions
of Participation and Centers for Medicare & Medicaid Services
(CMS) hospice data collection requirements, a special focus must
be placed on the delicate balance of optimizing organization-wide
operations and remaining within budgetary limitations through
effective financial management. This workshop provides guidance
on ensuring the new requirements are met while core structures
of finance and operations are well grounded – even amid
a sea of change.
Objectives:
- Identify operational approaches to meeting the new CoP requirements;
- Discuss methods to achieve cost efficiencies and stabilization
techniques in the evolving new CMS regulatory demands; and
- Identify electronic applications to help hospice operational
success.
Faculty: Robert Simione, Principal,
Simione Consultants, LLC, Hamden, Conn.; Carla Braveman, BSN,
RN, M.Ed., CHCE, President/CEO, Big Bend Hospice, Tallahassee,
Fla.
Course Level: Intermediate; 1.5
Nursing CEs; 1.0 Accounting CPE (NASBA/SEB).

303-Up Close and Personal: The OASIS-C Assessment Instrument
The Centers for Medicare & Medicaid Services (CMS) expects to complete
testing and submit OASIS-C to the federal Office of Management and Budget
for approval in late 2008, with plans to implement the new assessment instrument
in January 2010. In addition to reviewing the testing results, this workshop
will provide an in-depth view of the new assessment tool that will be used
to measure quality and establish payments under the Medicare home health
program.
Objectives:
- Describe the findings of CMS’ OASIS-C testing;
- Identify the major new components of the OASIS-C
assessment instrument; and
- Outline the major implications of the new assessment
instrument for measuring quality and establishing home health
payment.
Faculty: Deborah Deitz, Nurse Researcher, Abt Associates,
Inc., Cambridge, Mass.; Elizabeth Madigan, RN, PhD, FAAN, Associate
Professor of Nursing, Frances Payne Bolton School of Nursing, Case Western
Reserve University, Cleveland, Ohio.
Course Level: Intermediate; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/RE).

Legal Symposium Workshops
WEDNESDAY, March 25, 2009
Concurrent Educational Sessions (400 series)
8:30 to 10 am
401-Back to Basics – Medicare’s Coverage of Home Health
Services
Since 1997, the home health care world has focused on the myriad of program
changes that shifted payment from cost reimbursement to a prospective
payment method. As a result, there has been dramatic change in the nature
of the home health patient and the services provided. However, there has
been no substantive change in Medicare coverage criteria. This program
provides a revitalized tour of Medicare coverage standards regarding therapy
services, home health aide care, homebound status and intermittent care.
Is your agency’s understanding of Medicare coverage on target?
Objectives:
- Discuss the scope and breadth of Medicare coverage of home
health services;
- Identify detailed coverage criteria for homebound status
and the intermittent care limitation; and
- Outline the standards to meet for coverage of skilled nursing
and therapy services.
Faculty: Mary St. Pierre, Vice President
for Regulatory Affairs, and William A. Dombi, Vice President for Law,
National Association for Home Care & Hospice, Washington, D.C.
Course Level: Overview; 1.5 Nursing CEs;
1.0 Accounting CPE (NASBA/RE).

402-Not Just Red Tape: Implications of the New Provider Enrollment
Requirements for Compliance Action
The Centers for Medicare & Medicaid Services made major changes
to the provider enrollment process in recent years that affect both
new and existing home health agencies and hospices. But the new,
more complex requirements represent more than a few additional “hoops” for
agencies to jump through. This session will go beneath the surface
of the new provider enrollment requirements to reveal some of the
more complex motivations behind the new information collection efforts,
and the implications they may have for your agency and potential
compliance actions.
Objectives:
- Outline the new enrollment process and requirements
for new and existing agencies;
- Describe the variety of uses that federal government
has for the information required under the provider enrollment
rules; and
- Discuss potential compliance-related issues that could
arise from the new requirements.
Faculty: Denise Bonn, Esq., Deputy
Director, Center for Health Care Law, National Association for
Home Care & Hospice, Washington, D.C.
Course Level: Intermediate; 1.5
Nursing CEs; 1.0 Accounting CPE (NASBA/RE).

WEDNESDAY, March 25, 2009
Concurrent Educational Sessions (500 series)
10:15 to 11:45 am
501-Hiring and Firing – Doing it Right the First
Time!
Home care and hospice employers are constantly faced with issues related
to employment law. These issues include matters of discriminatory employment
actions, worker discipline, employee discharges and employee leave time.
This program provides an overview of state and federal employment laws
that are implicated in hiring and firing decisions, and offers practical
recommendations on managing these legal responsibilities.
Objectives:
- Identify federal civil rights law standards in the
recruitment and hiring of staff;
- Recognize risk areas in employee discipline actions;
and
- Discuss best practices in employment policies regarding
hiring and firing.
Faculty: Kerry Parker, Esq., Epstein Becker & Green,
Newark, N.J.
Course Level: Overview; 1.5 Nursing CEs; 1.0 Accounting
CPE (NASBA/PHR).

502-Legal Issues in Competition
All is NOT fair in health care competition – there are legal restraints
that should affect business conduct in the never-ending quest for success
or survival. These legal considerations include federal and state anti-trust
law, state unfair trade practices law and the use of non-compete clauses
in business and employment contracts. In addition, concerns can arise
that implicate slander/libel issues and tortious interference with business
arrangements.
Objectives:
- Identify federal and state laws applicable to business competition;
- Describe the benefits and burdens of utilizing employee non-competition
agreements; and
- Define the role of federal and state governments in enforcing
anti-trust laws on behalf of private competition.
Invited Faculty: William A. Dombi, Vice
President for Law, National Association for Home Care & Hospice,
Washington, D.C.
Course Level: Intermediate; 1.5 Nursing
CEs; 1.0 Accounting CPE (NASBA/RE).

WEDNESDAY, March 25, 2009
Concurrent Educational Sessions (600 series)
1:30 to 3 pm
601-Legal Issues in Patient Freedom of Choice
The competition for patient referrals is as fierce as ever with the
growth in numbers of home health agencies and hospices. Complaints
of patient steering, directed hospital discharges and blocking of patients
choice of provider are heard everyday. What really are the rights and
responsibilities of patients, referral sources and home health agencies/hospices?
This program offers both the standards that must be met to achieve
compliance with patient choice and the steps to take when your competitor
is missing the mark.
Objectives:
- Identify federal obligations of hospitals in discharge planning
in relation to patient referrals;
- Explain options available to referral sources regarding the
patient’s exercise of their freedom of choice; and
- Identify available remedial action including complaints to
state survey units and Federal False Claims Act litigation.
Faculty: Denise Bonn, Esquire, Deputy
Director, Center for Health Care Law, National Association for Home
Care & Hospice, Washington D.C.
Course Level: Intermediate; 1.5 Nursing
CEs; 1.0 Accounting CPE (NASBA/RE).

602-The IRS and Home Care – Are you
Compliant?
Whether you like it or not, tax laws impact your business on
an everyday basis. The key is to understand the basics and know
when to turn to the experts. There are a number of tax law areas
that have particular application to the business of home care.
This program addresses such issues as: classifying workers as
independent contractors, the requirements of the new IRS Form
990 for non-profits, allowable business deductions and other
relevant issues.
Objectives:
- Identify standards for distinguishing independent
contractors and employees for tax purposes;
- Recognize new standards for completion of
IRS 990; and
- Discuss home care specific tax law considerations.
Faculty: Mark Sharp, CPA, Partner, BKD,
LLP, Springfield, Mo.; Brian Todd, CPA, Senior Manager, BKD,
LLP, Springfield, Mo.
Course Level: Intermediate; 1.5 Nursing CEs;
1.0 Accounting CPE (NASBA/TAX).

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