ANNUAL CONTINUING EDUCATION
Continuing Education is perfect for a (1) designated Administrator or Alternate who must comply with TAC §558.260, and (2) a prior administrator or alternate not currently designated but maintaining compliance with TAC §558.260, and (3) anyone who wants to improve their knowledge on a broad range of topics specific to TX HCSSAs.
Continuing Education programs are added throughout the year soon after TAHC&H conferences/events conclude. All programs are à la carte, that is, you have the flexibility to browse and order programs that suit your specific needs and are applicable to your role and responsibility.
Managing Utilization under PDGM with Star Ratings in Mind
[3275] Managing Utilization under PDGM with Star Ratings in Mind
A review of how agency outcomes affects star ratings under PDGM.
TAHC&H CONFERENCE RECORDING: This program was presented on 08/27/2019 at the Texas Association of Home Care & Hospice 50th
Annual Meeting in Grapevine. It is one of 17 presentations captured and produced for online access. Subscribers receive 24/7 on-demand access from
both home and office during the subscription period shown at the bottom of this page.
Presentation Info:
Presentation Date: August 27, 2019
TAHC&H Event: TAHC&H Annual Meeting | Grapevine
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§97.259[d][4]agency responsibilities
§97.260[a][3]basic principles of management in a licensed health-related setting
§97.260[a][6]risk assessment and management
§97.260[a][7]financial management
Program Description:In this program the presenters review how agency outcomes affects star ratings under PDGM.
A case study is presented focusing on care of the patient with a specific primary diagnosis and
differences between caring for the patient under PPS versus PDGM. Key areas of focus will be managing
inappropriate LUPAs under PDGM, cost effective approaches for improving functional status of patients
under PDGM, and recommended metrics to track under PDGM.
Program Learning Outcome: Participants will actively participate in the learning activity and indicate an intent to change
their practice by implementing effective clinical approaches to contribute to improved patient outcomes under the Patient Driven Groupings Model.
TAHC&H Faculty/Presenter: Christopher Attaya, Strategic Healthcare Programs & Sue Payne, RN, MBA, Corridor
About the Presenter:
Christopher Attaya joined SHP in 2014 after spending 28 years in executive
and consulting positions within the Home Health and Hospice industry. In his role, he is responsible for product development and client relationships
to help organizations achieve increased operational and financial performance through the use of SHP’s industry leading analytics platform and benchmark
data. Prior to SHP, Chris was the CFO at the VNA of Boston and had worked at Partners Health Care at Home as CFO and CEO. He received a B.A. in Public
Health from Tufts University and an M.B.A. from the Graduate School of Management at Boston University concentrating in Health Care Finance.
About the Presenter:
Sue Payne joined the Corridor team in December 2016 as part of the Transpirus
acquisition where she served as the Senior Vice President of Clinical Services. In her role, Sue is responsible for clinical quality and business review
to assure client satisfaction. She also serves as the Corporate Compliance Officer.
Sue has over 25 years in home care operations and strategic leadership. Prior to her role at Corridor, Sue was the Vice President of Home Health at
Advanced Home Care and at Life Care at Home, both of which are multi-state home care providers. Prior to that, she was the Administrative Director at
Bon Secours Home Care which is a multi-site hospital based home care agency. She has experience with hospital based, long term care and privately held home
care companies. Sue was the recipient of the 2011 Leadership Award from the Association for Home & Hospice Care of North Carolina. She has presented
nationally at Press Ganey, Visiting Nurses Association of America, American Congress of Healthcare Executives, and State Associations on topics such as
preventing avoidable readmissions, value based purchasing, staffing retention and early careerist mentoring. She currently serves as a VNAA board member
and is on the VNAA Governance Committee.
Sue has a B.S degree in Nursing from Radford University, a M.B.A from the University of Tennessee-Chattanooga and holds Certification in
Home Health/Hospice from the National Association of Home Care.
[3275] Managing Utilization under PDGM with Star Ratings in Mind
- Speaker
- Attaya, Chris & Payne, Sue
- Model
- 3275
$45.00
Managing Your Risk by Maintaining Client/Caregiver Boundaries
[1580] Managing Your Risk by Maintaining Client/Caregiver Boundaries Subscription Type:Individual Faculty: Pena An important part of a Teaxs HCSSA Administrator’s job is to manage the risks of the agency and the employees. One common problem area in all sectors of home care and hospice is establishing and maintaining professional boundaries between direct care workers and patients. Learn why this is important and how to establish, communicate, and implement these boundaries. Presented by Angela Pena, Administrator, Special Kids Care. Angela Peña has over fifteen years experience in the home health arena, initially working as a private duty LVN for pediatric patients and then as a Registered Nurse. Angela’s experience includes managing a Primary Home Care program and Medicare home health agency to ultimately managing a pediatric home health agency. As a result, Angela has been in the “front lines” of home health client care and understands all too well the boundary crossing situations every home health nurse is faced with at one time or another during their career. Education-Training Credits: 1.0 Hr(s) HCSSA Administrator/Alternate
- Speaker
- Pena, Angela
- Model
- 1580
$30.00
Marketing in Healthcare – Put Your BEST Foot Forward Without Breaking the Law or Bank!
[3138] Marketing in a Healthcare Environment – Putting Your BEST Foot Forward Without Breaking the Law or the Bank!
For the administrator who needs to grow the business in a heavily regulated, highly competitive marketplace.
Presentation Info:
Presentation Date: November 13, 2018
TAHC&H Event: TAHC&H HCSSA Administrator Program | Houston
Subscription Type: Individual
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hrs
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][10]marketing
Program Description: Marketing in healthcare is an increasingly complex and dangerous endeavor.
Laws and regulations fail to provide clear guidance as to what the agency can and can’t do as it relates to hiring and training a sales force,
developing sales and promotion campaigns using electronic media, participating on community health fairs, and most importantly, making contact
with the right people, and competing against the big guys! The best ideas in the real-world sales environment often fail to meet the requirements
of the federal and state anti-solicitation laws, safe harbor requirements in the Anti-Kickback Statute, STARK rules, or the Gifts to Beneficiaries
limitations, and competitors are only too happy to report any perceived violations to government investigators who will take it seriously!
This presentation is designed for the administrator who needs to grow the business in a heavily regulated, highly competitive
marketplace while protecting the pocketbook from costly endeavors. Jan will review the regulatory restrictions that impose limitations on the provider,
BUT she will also introduce you to 9 successful marketing strategies that are economical, investigator friendly, and owner appreciated.
Program Learning Outcome:
Participants will actively engage in the learning activity and indicate an intent to change or enhance their practice by implementing
marketing practices in compliance with state and federal regulations.
TAHC&H Faculty/Presenter: Jan Spears, CEO, MJS & Associates, LLC
About the Presenter:
Jan Spears is Co-owner and Chief Executive Officer of MJS & Associates, LLC.
She has more than 30 years’ experience in the health care field. Ms. Spears has owned and operated a multimillion dollar home health care company as
well as consulted for over 300 homecare providers in 25 states. As a full time consultant for the past 15 years, Ms. Spears has successfully merged
clinical and financial strategies into successful operational plans for numerous providers nationwide. Jan serves as a Medicare coverage expert for
health care facilities who are undergoing audits by federal contractors through all levels of appeals. She has authored several publications and heads
a team of more than 25 consultants at MJS & Associates, LLC.
[3138] Marketing in a Healthcare Environment – Putting Your BEST Foot Forward Without Breaking the Law or the Bank!
- Speaker
- Spears, Jan
- Model
- 3138
$45.00
Marketing in Healthcare: The Can You and Can’t You Dilemma
[3104] Marketing in Healthcare: The Can You and Can’t You Dilemma
The most important presentation on marketing your agency.
TAHC&H Faculty/Presenter: Jan Spears
Presentation Info:
Presentation Date: November 14, 2017
TAHC&H Event: HCSSA Administrator Program | Houston
Subscription Type: Individual
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.50 Clock Hrs
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][6]risk assessment and management
§558.260[a][10]marketing
Program Description: Health care facilities are faced with
the need to grow their businesses through the sharing of information about programs and services in an
effective manner. But the rules for implementing an effective marketing program in health care are
limited by several state and federal laws including the Prohibition of Solicitation Law, the
Anti-Kickback Law, Gifts to Beneficiaries, Stark, and other rules implementing by contract and
program directives. Failure to comply with these rules can result in disallowance of a referral,
monetary penalties, loss of licensure, and yes, even imprisonment in some instances. The presenter
explores marketing prohibitions by addressing what an agency “can’t do” under specific regulations
as well as activities that the agency “can do” to promote its business in compliance the law.
Program Learning Outcome:
Learners will actively engage in the learning activity and indicate an intent to change or enhance their
practice by implementing marketing practices in compliance with state and federal regulations.
About the Presenter:
Jan Spears is Co-owner and Chief Executive Officer
of MJS & Associates, LLC. She has more than 30 years’ experience in the health care field. Ms. Spears has owned
and operated a multimillion dollar home health care company as well as consulted for over 300 homecare providers in
25 states. As a full time consultant for the past 15 years, Ms. Spears has successfully merged clinical and
financial strategies into successful operational plans for numerous providers nationwide. Jan serves as a Medicare
coverage expert for health care facilities who are undergoing audits by federal contractors through all levels of appeals.
She has authored several publications and heads a team of more than 25 consultants at MJS & Associates, LLC.
[3104] Marketing in Healthcare: The Can You and Can’t You Dilemma
- Speaker
- Spears, Jan
- Model
- 3104
$45.00
Marketing In-Home Care in a COVID World
[3432] Marketing In-Home Care in a COVID World
Explore common and new ways to leverage digital marketing strategies to attract new clients, engage current clients, and stay relevant in this new virtual climate.
Presentation Info:
TAHC&H Virtual Event | 51st Annual Meeting & Conference | Recorded for On-Demand Access
Presentation Date | August 27, 2020
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][10]marketing
Program Description: COVID-19 has changed the way that agencies are able to market services. Gone are the senior fairs, facility drop-ins,
and hospital meet and greets. Digital Marketing has become a necessary staple for healthcare agencies during this time. This session explores common and new ways to
leverage digital marketing strategies to attract new clients, engage current clients, and stay relevant in this new virtual climate.
Program Learning Objective(s): Participants will actively engage in the discussion and incorporate best practices for using social media,
internet search engines, and email marketing and when each method may be advantageous and appropriate to use for different avenues of outreach for their business lines.
TAHC&H Faculty/Presenter(s): Lauren Patrick M. A., Director of Development and Marketing, Helping Restore Ability
About the Presenter(s):
Lauren Patrick has had a passion for non-profit work since early in her college career. Lauren has provided marketing and
programmatic support services in the sectors of education, social services, and now healthcare. After a time living in Colorado and Virginia, Lauren moved home to Texas and started working in the
disability services field and is currently the Director of Development and Marketing at Helping Restore Ability, the largest nonprofit in-home attendant care provider in Texas. Lauren’s work has
been recognized in a variety of publications, formats, and venues. Lauren believes in allowing stories to paint a picture and utilizing the mind’s eye to enhance and promote services. Lauren has
a passion for generational marketing as well as using digital resources to enhance networking relationships.
[3432] Marketing In-Home Care in a COVID World
- Speaker
- Patrick, Lauren
- Model
- 3432
$45.00
Marketing, Recruitment, and Retention
[3718] Marketing, Recruitment, and Retention
A focus on strategics moves you can make within your organization to continue to see growth, client and employee satisfaction,
and increased health outcomes without breaking the bank.
Presentation Info:
TAHC&H Event | HCSSA Administrator Conference | Recorded for On-Demand Access
Presentation Date | November 15, 2022
Program Description: These three words might be some of the scariest for an Administrator
in the COVID and post-COVID era. The past 3 years have seen nothing but change and chaos. So how do you continue to move you business forward?
This session will focus on strategics moves you can make within your organization to continue to see growth, client and employee satisfaction,
and increased health outcomes without breaking the bank.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Continuing Education for Nurses
1.0 Contact Hr(s)
This program awards CNE until 11.15.2024
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Lauren Tobey, Chief Impact Officer, Helping Restore Ability
About the Presenter(s):
Lauren Tobey has had a passion for non-profit work since early in her college career.
Lauren has provided marketing and programmatic support services in the sectors of education, social services, and now healthcare. After a time living in Colorado
and Virginia, Lauren moved home to Texas and started working in the disability services field and has served as the Director of Development and Marketing and is
currently the Chief Impact Officer at Helping Restore Ability, the largest nonprofit in-home attendant care provider in Texas. Lauren’s work has been recognized
in a variety of publications, formats, and venues. Lauren believes in allowing stories to paint a picture and utilizing the mind’s eye to enhance and promote services.
Lauren has a passion for generational marketing as well as using digital resources to enhance networking relationships.
[3718] Marketing, Recruitment, and Retention
- Speaker
- Tobey, Lauren
- Model
- 3718
$30.00
Marketing, Recruitment, and Retention – Oh My!
[3827] Marketing, Recruitment, and Retention – Oh My!
Provides focus on strategic moves you can make.
Presentation Info:
TAHC&H Event Administrator Conference | Rich-Media Presentation Capture | Online On-Demand Access
Presentation Date | November 8, 2023
Program Description: These three words might be some of the scariest for an Administrator in the post-COVID era. The past 3 years have seen
nothing but change and chaos. So how do you continue to move your business forward? This program provides focus on strategic
moves you can make within your organization to continue to see growth, client and employee satisfaction, and increased
health outcomes without breaking the bank.
HCSSA Topic(s) Addressed:
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][8]skills for working with clients, families, and other professional service providers
§558.260[a][10]marketing
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Continuing Education for Nurses
1.0 Contact Hr(s)
This program awards CNE until 11.08.2025
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Lauren Tobey, Chief Impact Officer, Helping Restore Ability
About the Presenter(s): Lauren Tobey has had a passion for non-profit work since early in her college career.
Lauren has provided marketing and programmatic support services in the sectors of education, social services, and now healthcare. After a time living in Colorado and
Virginia, Lauren moved home to Texas and started working in the disability services field and has served as the Director of Development and Marketing and is currently
the Chief Impact Officer at Helping Restore Ability, the largest nonprofit in-home attendant care provider in Texas. Lauren’s work has been recognized in a variety of
publications, formats, and venues. Lauren believes in allowing stories to paint a picture and utilizing the mind’s eye to enhance and promote services. Lauren has a
passion for generational marketing as well as using digital resources to enhance networking relationships.
[3827] Marketing, Recruitment, and Retention – Oh My!
- Speaker
- Tobey, Lauren
- Model
- 3827
$30.00
Mastering Homecare Success | KPIs, Budgeting, and Tech Innovation
[3877] Mastering Homecare Success | KPIs, Budgeting, and Tech Innovation
A comprehensive program designed for homecare providers aiming to elevate their
operational success and team performance.
Presentation Info:
TAHC&H Event | 55th Annual Conference | Rich-Media Presentation Capture | Online On-Demand Access
Presentation Date | September 11, 2024
Program Description: This is a comprehensive program designed for homecare providers aiming to elevate their
operational success and team performance. Focused on the critical roles of Key Performance Indicators (KPIs), effective budget management, and
technological advancements, this presentation delivers practical strategies for enhancing efficiency and service quality. You will learn how to implement
impactful KPIs, optimize resource allocation, and leverage technology for operational improvements. Led by an experienced operations strategist, this program promises
actionable insights for fostering a high-performing team culture and achieving excellence in the competitive homecare landscape.
HCSSA Topic(s) Addressed:
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][5]quality improvement
§558.260[a][7]financial management
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Continuing Education for Nurses
1.0 Contact Hr(s)
This program awards CNE until 9.11.2026
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Laura Pierce, President of Operations, KPI Queen
About the Presenter(s): Laura Pierce was a dedicated owner of 5 Comfort Keepers franchises for 14 years, passionately enhancing the
quality of senior care. With a notable four-year tenure on the advisory council and various committees, her expertise is well-recognized. As the former President of Operations for a
Senior Home Care franchisor, Laura gained invaluable industry insight over three years. She is the founder of KPI Queen and DDS Metrix, where data-driven strategies are the
cornerstone of success. Currently, Laura coaches home care agency owners, leveraging innovative tools and strategic partnerships to help businesses save money and improve margins.
[3877] Mastering Homecare Success | KPIs, Budgeting, and Tech Innovation
- Speaker
- Pierce, Laura
- Model
- 3877
$30.00
MCO Claims Issues
[3578] MCO Claims Issues
What, When, Where, and How to address Provider complaints and inquiries against your Managed
Care Organization.
Presentation Info:
TAHC&H Event | HCSSA Administrator Conference | Recorded for On-Demand Access
Presentation Date | November 17, 2021
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.00 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Program Description: In this presentation HHSC Senior Manger of Managed Care Compliance and Operations Michael Osborne
describes the What, When, Where, and How to address Provider complaints and inquiries against their Managed
Care Organization.
TAHC&H Faculty/Presenter(s): Michael Osborne, Sr. Manager, Managed Care Compliance and Operations, HHSC
About the Presenter(s):
Michael Osborne is the Sr. Manager Managed Care Compliance and Operations for HHSC. He has 25 years of
State Service with The Texas Department of Health and the Health and Human Services Commission; 17 years with the Vendor Drug Program, assisting with pharmacy providers with Point of Sale claims and software issues;
and 8 years with Managed Care Compliance and Operations, Senior manager of Research and Resolution. Coordinate complaints, from various stakeholders, against the MCOs to ensure the timely delivery of
contracted services and benefits to members and reimbursement to the providers.
[3578] MCO Claims Issues
- Speaker
- Osborne, Michael [HHSC]
- Model
- 3578
$30.00
Medicare Advantage: Digging in the Details
[3791] Medicare Advantage: Digging in the Details
This session will assist with details that are needed for success under Medicare Advantage.
Presentation Info:
TAHC&H Event 54th Annual Meeting | Rich-Media Presentation Capture | Online On-Demand Access
Presentation Date | August 31, 2023
Program Description: Home Health providers are grappling with the shift in the Medicare eligible population into
Medicare Advantage Plans (MA Plans). Providers are asking: What are the implications of current demographic trends? What operational and financial issues should
providers expect as their payer mix shifts to mostly Managed Care? Being successful in this environment of these payer mix changes requires agencies to understand their
costs of treating these patients and other impacts on their operations on an individual contract basis. This session assists with details that are needed for success under Medicare Advantage.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Continuing Education for Nurses
1.0 Contact Hr(s)
This program awards CNE until 08.31.2025
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Melinda Gaboury, COS-C, Chief Executive Officer, Healthcare Provider Solutions, Inc.
About the Presenter(s): Melinda A. Gaboury, with more than 28 years in home care, has over 18 years of executive speaking and educating experience, including extensive day to day interaction
with home care and hospice professionals. She routinely conducts Home Care and Hospice Reimbursement Workshops and speaks at state association meetings throughout the country. Melinda has profound experience in Medicare PDGM training, billing, collections, case-mix calculations, chart reviews and due diligence. UPIC, RA, ADR & TPE appeals with all Medicare MACs have become the forefront of Melinda’s current impact on the industry. She is currently serving on the NAHC/HHFMA Advisory Board
and Work Group and is Associate Director on the Home Care Association of Florida Board of Directors. Melinda is also the author of the Home Health OASIS Guide to OASIS-D1.
[3791] Medicare Advantage: Digging in the Details
- Speaker
- Gaboury, Melinda
- Model
- 3791
$30.00
Medicare Advantage: Digging In the Details
[3832] Medicare Advantage: Digging In the Details
Covers provider issues with Medicare Advantage Plans.
Presentation Info:
TAHC&H Event | Winter Conference | Fort Worth | Rich-Media Presentation Capture for Your Online On-Demand Access
Presentation Date | February 21, 2024
Presentation Track | Medicare Home Health
Program Description: Home Health providers are grappling with the shift in the Medicare eligible population into Medicare Advantage Plans (MA Plans).
Providers are asking: What are the implications of current demographic trends? What operational and financial issues should providers expect as their payer mix shifts to mostly Managed Care?
Being successful in this environment of these payer mix changes requires agencies to understand their costs of treating these patients and other impacts on their operations on an individual contract basis.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][5]quality improvement
§558.260[a][7]financial management
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.25 Clock Hr(s)
Continuing Education for Nurses
1.25 Contact Hr(s)
This program awards CNE until 02.21.2026
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Melinda Gaboury, COS-C, Chief Executive Officer, Healthcare Provider Solutions, Inc.
About the Presenter(s): Melinda A. Gaboury, with more than 28 years in home care, has over 18 years of executive speaking and educating experience, including extensive day to day interaction
with home care and hospice professionals. She routinely conducts Home Care and Hospice Reimbursement Workshops and speaks at state association meetings throughout the country. Melinda has profound experience in Medicare PDGM training, billing, collections, case-mix calculations, chart reviews and due diligence. UPIC, RA, ADR & TPE appeals with all Medicare MACs have become the forefront of Melinda’s current impact on the industry. She is currently serving on the NAHC/HHFMA Advisory Board
and Work Group and is Associate Director on the Home Care Association of Florida Board of Directors. Melinda is also the author of the Home Health OASIS Guide to OASIS-D1.
[3832] Medicare Advantage: Digging In the Details
- Speaker
- Gaboury, Melinda
- Model
- 3832
$37.50
Medicare Managed Care Billing
[3504] Medicare Managed Care Billing
Learn what you need to know BEFORE signing that Medicare Managed Care contract plus more...
Presentation Info:
TAHC&H Virtual Event | Winter Conference | Recorded for On-Demand Access
Presentation Date | February 9, 2021
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Program Description: Do you often find yourself asking, "To be or not to be……In Network?" In this presentation Petria McKelvey will help you learn
what you need to know BEFORE signing that contract plus more including: Credentialing, Contracts, Rates, Rules and Negotiation. Understanding how you can bill makes a significant difference
in reimbursement. Do you know if you can bill Episodic billing vs. Per Visit billing? Petria shares her expertise on understanding Clearinghouses and Benefits vs. Eligibility vs. Prior
Authorization vs. Nothing and will share tools needed to be successful: Workflows, Processes, & Plans. This is a knowledge-packed presentation on Managed Medicare Billing!
Program Learning Objective(s): Coming Soon
TAHC&H Faculty/Presenter(s): Petria McKelvey, CEO, Precision Medical Billing
About the Presenter(s):
Petria McKelvey is CEO and Founder of PMB, with 30 years of experience in the medical billing industry.
Petria's expertise runs wide and deep. She has helped hundreds of private practitioners and healthcare organizations solve their billing challenges and recover millions of dollars
in lost revenues. She personally has performed over 1000 audits.
[3504] Medicare Managed Care Billing
- Speaker
- McKelvey, Petria
- Model
- 3504
$30.00
Medicare Quality Outcomes: How to Catch Up with HH-CAHPS
[3437] Medicare Quality Outcomes: How to Catch Up with HH-CAHPS
Are you getting the most out of your patient satisfaction scores?
Presentation Info:
TAHC&H Virtual Event | 51st Annual Meeting & Conference | Recorded for On-Demand Access
Presentation Date | September 1, 2020
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][10]marketing
Program Description: HH-CAHPS surveys have been on hold for months due to the COVID 19 chaos.
Do you understand what that may mean to your agency and the impact it may have? The CAHPS survey requirement has been in place for some time,
and publicly reported since 2012. Ensure that data is meaningful and useful, and that you are getting the most out of your patient satisfaction
scores and how you are in control of your customer satisfaction and outcomes.
TAHC&H Faculty/Presenter(s): Colleen Bryan, Senior Consultant and Lead Educator, JCC Consulting
About the Presenter(s):
Colleen Bryan has worked in the home care industry since 1996, holding various positions in
both home health & hospice agencies including field nurse, case manager, educator, QA manager, DON and Administrator. Colleen is currently a senior consultant and
lead educator with JCC Consulting, and services home health and hospice agencies in Texas. Colleen enjoys helping agency leaders navigate the constant changes and
challenges in the current home health and hospice industries. She enjoys assisting in the incorporation of meaningful and impactful changes into their agency’s
operations – both administrative and clinical, in order to provide high quality care that is both sustainable while maintaining regulatory requirements and
promoting excellent patient care.
[3437] Medicare Quality Outcomes: How to Catch Up with HH-CAHPS
- Speaker
- Woods, Colleen
- Model
- 3437
$45.00
Medicare Targeted Probe & Educate
[3116] Medicare Targeted Probe & Educate
Learn how to respond to record requests and subsequent audit findings.
TAHC&H CONFERENCE RECORDING: This program was presented on 08/08/2018 at the Texas Association of Home Care
& Annual Conference in Frisco. It is one of 16 presentations captured and produced for online access. Subscribers receive
24/7 on-demand access from both home and office during the subscription period shown at the bottom of this page.
Presentation Info:
Presentation Date: August 8, 2018
TAHC&H Event: TAHC&H Annual Meeting | Frisco
Subscription Type: Individual
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hrs
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][2]development and interpretation of agency policies
§558.260[a][6]risk assessment and management
§558.260[a][7]financial management
Program Description: This program reviews the goal of the Targeted Probe & Educate audit process.
Learn how to respond to these record requests as well as the subsequent audit findings. The timelines for responses and the
recoupment process are defined. This presentation describes likely audit risks for home health agencies and how to
monitor those risks, including analyzing PEPPER reports. It will not only assist in providing a checklist for the
documentation required to be sent in, but also suggest a checklist of things to review in the chart before sending it in.
Program Learning Outcome:
Learners will actively engage in the learning activity and indicate an intent to change their practice by using the PEPPER reports
to target documentation enhancements that will result in more successful Targeted Probe and Educate results.
TAHC&H Faculty/Presenter: Melinda A. Gaboury, COS-C Chief Executive Officer, Healthcare Provider Solutions
About the Presenter:
Melinda Gaboury, with more than 27 years in home care, has over 17 years of executive speaking and educating experience,
including extensive day to day interaction with home care and hospice professionals. She routinely conducts Home Care and Hospice Reimbursement Workshops and speaks at state association
meetings throughout the country. Melinda has profound experience in Medicare PPS training, billing, collections, case-mix calculations, chart reviews and due diligence. ZPIC, RA,
ADR & TPE appeals with all Medicare MACs have become the forefront of Melinda’s current impact on the industry. She is currently serving on the NAHC/HHFMA Advisory Board as
ex-officio and is Associate Director on the Home Care Association of Florida Board of Directors. Melinda is also the author of the Home Health Pocket Guide to OASIS-C2: A Reference for Field Staff.
[3116] Medicare Targeted Probe & Educate
- Speaker
- Gaboury, Melinda
- Model
- 3116
$45.00
Medicare Telehealth and Telecommunications Technology in Home Health and Hospice
[3648] Medicare Telehealth And Telecommunications Technology In Home Health And Hospice
A 2022 TAHC&H Member Webinar - Now Available to All!
Presentation Info:
TAHC&H Virtual Event | 2022 Monthly Member Webinars | Recorded for On-Demand Access
Presentation Date | September 7, 2022
Program Description: Unfortunately, COVID-19 has now been with us for two years and isn’t expected to fade away any time soon.
In the wake of COVID-19, CMS has taken a number of steps to make it easier for patients to be treated remotely, using telehealth. Many home health and hospice agencies
have expressed interest in this treatment approach and are still evaluating whether or not to implement its use in their agency. Unfortunately, there is still a lot of
confusion with regard to the use of telehealth when providing home health or hospice care. During this webinar, we will try to address a number of your questions in this regard.
Join attorneys Ashley Morgan and Jennifer Papapanagiotou for a discussion of the current home health and hospice telehealth environment and the risks that your agency
may face should you choose to employ this type of care.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][6]risk assessment and management
§558.260[a][7]financial management
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Continuing Education for Nurses
1.0 Contact Hr(s)
This program awards CNE until 09.07.2024
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
Nurse CE Approval Statement
Texas Association for Home Care & Hospice is an approved provider of continuing nursing education by Louisiana State Nurses
Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. LSNA Provider No. 4002151
Requirements for Successful Completion
To receive continuing education credits for this online presentation participant must view the entire online presentation, complete an evaluation, and post-test attestation.
Reporting of Perceived Bias
Bias, as defined by the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA/LSNA) is the “tendency or inclination to cause partiality, favoritism, or influence.”
Commercial bias may occur when a CNE activity promotes one or more product(s) (drugs, devices, services, software, hardware, etc.). This definition is not all inclusive and participants may use
their own interpretation in deciding if a presentation is biased. The ANCC COA is interested in the opinions and perceptions of participants at approved CNE activities, especially in the presence
of actual or perceived bias in continuing education. Therefore, ANCC invites participants to access their “ANCC Accreditation Feedback Line” to report any noted bias or conflict of interest in the
education activity. The toll free number is 1(866) 262-9730.
TAHC&H Faculty/Presenter(s): Jennifer Papapanagiotou and Ashley Morgan | Liles Parker Attorneys & Counselors at Law
About the Presenter(s):
Jennifer Papapanagiotou's practice focuses on compliance, regulatory and transactional matters for
a wide array of health care providers, including home health and hospice agencies. She has extensive experience in analyzing proposed and existing business arrangements
for compliance with federal and state fraud and abuse laws, and drafting a wide variety of legal agreements. Ms. Papapanagiotou is knowledgeable in all aspects of state
licensing for home health and hospice providers, and in Medicare and Medicaid enrollment, including initial enrollment, changes of ownership and appeals of revocation
actions. Finally, she assists clients with compliance plans, forming new businesses, and addressing Medicare and Medicaid program coverage and reimbursement issues.
About the Presenter(s):
Ashley Morgan is an Associate Attorney in Liles Parker’s Washington, DC office where she focuses
her practice on regulatory health care compliance matters, fraud and abuse, and reimbursement issues. Ashley represents health care providers across the country in
connection with a wide variety of health law issues including coverage disputes, documentation concerns, compliance, medical board complaints, and exclusion / termination
issues. Ashley has worked with an assortment of providers including dentists, home health companies, hospice agencies, primary care and specialty physicians, mental health
professionals, physical therapists, and licensed acupuncturists.
[3648] Medicare Telehealth And Telecommunications Technology In Home Health And Hospice
- Speaker
- Liles Parker Attorneys
- Model
- W3648
$30.00
Medicare: Audit-Proofing Your MCR Documentation
[3430] Medicare: Audit-Proofing Your MCR Documentation
Covers how proper documentation will alleviate the fear of ADRs, payment reviews and recoupments.
Presentation Info:
TAHC&H Virtual Event | 51st Annual Meeting & Conference | Recorded for On-Demand Access
Presentation Date | August 27, 2020
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][2]development and interpretation of agency policies
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Program Description: Do you fear ADRs, payment reviews and recoupments? Medicare agencies have multiple
regulations to juggle in a normal year, but with the pandemic’s emergency waivers thrown in the mix, it’s easy to overlook something. This session covers
how proper documentation will alleviate this fear as you learn strategies to prevent the largest majority of Medicare payment recoupments. Jennifer brings
an insightful overview of Medicare documentation requirements that will help you refocus and double check Medicare Coverage and Payment requirements
including:
CoPs
ADRs
TPE
RCD
COVID implications
survey readiness
Emergency Plan Preparedness documentation
TAHC&H Faculty/Presenter(s): Jennifer Osburn RN, HCS-D, COS-C, President/Founder, Home Centered Insights
About the Presenter(s):
Jennifer Osburn Jennifer Gibson Osburn is a Registered Nurse with over 26 years of
combined staff nurse, clinical management, administrator, and technology experience. She is a certified OASIS specialist and Home Health coder and uses
this diverse background to engage attendees across the nation. Past seminar experience includes presentations for The Joint Commission, CHAP, NAHC, and
numerous state home health associations. As a seasoned Medicare regulatory thought leader, Jennifer regularly trains on PDGM, Conditions of Participation,
Emergency Preparedness, Infection Control, QAPI, Documentation, Coding, OASIS, agency operations and management. Her heart for teaching and supporting home
health professionals is the foundation on which she has launched a private home health education practice, Home Centered Insights. She is committed to the
success of the home care industry and currently serves TAHCH’s Clinical Practice, Medicare, and Government Affairs committees.
[3430] Medicare: Audit-Proofing Your MCR Documentation
- Speaker
- Osburn, Jennifer
- Model
- 3430
$45.00
Meeting Expectations in Hospice Medicine: Adopting a Total Patient Care Philosophy...
[3159] Meeting Expectations in Hospice Medicine: Adopting a Total Patient Care Philosophy to Avoid Unnecessary Transitions
Explores the expectations of patients and their families while also addressing the increasing expectations of payers.
TAHC&H CONFERENCE RECORDING: This program was presented on 02/14/2019 at the Texas Association of Home Care & Hospice Winter
Policy Conference in Austin. It is one of 9 presentations captured and produced for online access. Subscribers receive 24/7 on-demand access from both
home and office during the subscription period shown at the bottom of this page.
Presentation Info:
Presentation Date: February 14, 2019
TAHC&H Event: TAHC&H Winter Policy Conference | Austin
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.5 Clock Hrs
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][8]skills for working with clients, families, and other professional service providers
Program Description: Transitions in care would seem on the surface
to be a "non-issue" in hospice medicine, but with increasing complexity and segmentation of care for the
seriously ill, patients often enter hospice from the acute care system with unrealistic expectations of
what is needed and what will be provided. Often unnecessary emergency department visits and hospitalizations
result, as well as demands for services not part of the standard hospice plan of care. This program
explores not only addressing the expectations of patients and their families, but also addressing the
increasing expectations of payers. A vision for the future of optimal care of the seriously ill is
presented, acknowledging the daunting steps needed for the evolution of a hospice organization towards
a "full service" model, as our organizations enter into a time of increased demand, regulatory uncertainty,
quality-based scrutiny, and fiscal constraint.
Program Learning Outcome:
Participants will actively engage in the learning activity and indicate an intent to change their practice by incorporating
effective communication strategies and comprehensive care plans to avoid unnecessary transitions of care.
TAHC&H Faculty/Presenter: J. Robert Parkey, MD, MTS, HMDC, CMD, Hospice of Wichita Falls/Palliative Care of North Texas, Healing Hands Home Health
About the Presenter:
J. Robert Parkey is a sixth-generation native of the Wichita Falls area, and
received his Doctorate in Medicine from the University of Texas Medical Branch in Galveston, and then completed his residency in Family Medicine
at the University of Oklahoma campus in Tulsa, where he served as Chief Resident. In 2010, he completed a Masters degree in Theological Studies
from the University of Dallas in Irving, with a personal emphasis in Biomedical Ethics.
Dr. Parkey practiced rural medicine in Henrietta, Texas for 17 years, but found a special love for the care of the elderly,
those with dementia, and for patients with terminal and life-limiting illnesses, expanding his medical specialization and joining the medical staff of
Hospice of Wichita Falls in 2008, then closing his rural practice in 2013. He is a member of numerous medical societies, including the American Academy
of Hospice and Palliative Medicine, the Society for Post-Acute and Long-Term Care, the American Geriatrics Society, the American Society for
Bioethics and Humanities, and the Catholic Medical Association.
His “spare time” is filled caring for his family ranch in Clay County, and trying to keep up with his wife Katie
(a Registered Nurse who helps him run his private practice and who serves in a number of volunteer capacities in the area) and their three
daughters. His hobbies include fishing and literature, and he is a member of the Wichita Falls Poetry Society, the Texas Poetry Society, and
the Academy of American Poets.
Dr. Parkey holds board certifications in Hospice and Palliative Medicine, Family Medicine, and board
certification by the Hospice Medical Director Certification Board. He also holds board certification from the American Board of
Post-Acute and Long-Term Care Medicine.
[3159] Meeting Expectations in Hospice Medicine: Adopting a Total Patient Care Philosophy to Avoid Unnecessary Transitions
- Speaker
- Parkey, J. Robert
- Model
- 3159
$45.00
Mental Health and Pediatric Care
[3699] Mental Health and Pediatric Care
Importance of utilizing mental health resources in pediatric care.
Presentation Info:
TAHC&H 53rd Annual Meeting | Round Rock | Rich-Media Capture | On-Line, On-Demand Access
Presentation Date | September 1, 2022
Program Description: There is no question that the last few years have pushed caregivers and staff to their limits.
Join noted AXXESS speakers, Lisa Malone and Brian Nelson, as they discuss the importance of utilizing mental health resources and support for all those
involved in pediatric care. Don’t miss out on this crucial information to take back to your agency!
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][8]skills for working with clients, families, and other professional service providers
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
TAHC&H Faculty/Presenter(s): Lisa Malone, RN, Clinical Product Manager at AXXESS and Brian Nelson, Product Marketing Manager, AXXESS
About the Presenter(s):
Lisa Malone is a Clinical Product Manager at Axxess, the fastest-growing home healthcare technology company.
She drives the partnership with internal stakeholders to guide solutions from concept to launch. Prior to joining Axxess, she served as the Director of Clinical Services for a
home care organization, where she led a team of professionals in providing exceptional care.
About the Presenter(s):
Brian Nelson is the Home Care Product Manager at Axxess, the fastest-growing home healthcare
technology company. He provides leadership for the Home Care team by working with both clients and engineers to ensure operational success of the Home Care solution.
Prior to working with Axxess, he served as the regional field operations manager at Maxim Healthcare Services where he successfully led several software implementations throughout his region.
[3699] Mental Health and Pediatric Care
- Speaker
- Malone,Lisa & Nelson,Brian
- Model
- 3699
$30.00
Mergers & Acquisitions | Legal
[3469] Mergers & Acquisitions
Helps buyers and sellers prepare for the rebound in
transaction activity.
Presentation Info:
TAHC&H Virtual Event | Administrator Program | Recorded for On-Demand Access
Presentation Date | November 19, 2020
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.25 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Program Description: M&A activity in the home health, hospice, and private duty space has increased in the past few years.
COVID-19 has resulted in a slight slowdown, but it is expected to be temporary. This program provides information to help buyers and sellers prepare for the rebound in
transaction activity and includes:
an overview of the transaction process
discussion of issues and considerations unique to acquisitions of post-acute care providers,
including unique diligence review and change of ownership processes
tips for buyers and sellers preparing for a transaction
Program Learning Objective(s): Participants will actively engage in the learning activity and will be able to identify unique
post acute provider merger and acquisition issues and discuss tips for buyers and sellers to consider.
TAHC&H Faculty/Presenter(s): Allison Shelton, Esq, Health Care Group, Brown & Fortunato | Tom Knapp, Esq, Health Care Group, Brown & Fortunato
About the Presenter(s):
Allison Shelton is Board Certified in Health Law, and she practices with the Health Care Group at Brown & Fortunato, P.C.
Ms. Shelton advises home health agencies and hospice providers on a variety of matters involving health care laws, such as the Conditions of Participation, the anti-kickback statute, the Stark Law, and HIPAA.
Tom Knapp is a member of Brown & Fortunato’s Corporate Group, where he is a shareholder. Tom serves as the lead advisor to buyers and sellers in numerous
health law transactions involving the sales and acquisitions of home health agencies, hospices, durable medical equipment companies, pharmacies, medical groups, and other healthcare related entities.
In that capacity, he assists clients ranging from individuals to private equity groups in all aspects of these transactions
[3469] Mergers & Acquisitions
- Speaker
- Shelton, Allison & Knapp, Tom
- Model
- 3469
$37.50
Mergers and Acquisitions | Financial
[3615] Mergers and Acquisitions
Have you ever thought about selling your agency?
Presentation Info:
TAHC&H Winter Conference 2022 | Dallas | Recorded for On-Demand Access
Presentation Date | February 23, 2022
Education-Training Credits:
TX HCSSA Administrator/Alternate Continuing Education
1.0 Clock Hr(s)
CE Approval Statements:
· This program meets continuing education requirements
for Administrators and Alternates under Texas HCSSA licensing regulations.
HCSSA Topic(s) Addressed:
§558.259[d][4]agency responsibilities
§558.260[a][3]basic principles of management in a licensed health-related setting
§558.260[a][7]financial management
Program Description: Have you ever thought about selling your agency? If that was a YES--then you don't want to miss Brian Brunderman and Joe Lynch as they
discuss the market recap and fundamentals of selling your agency. Learn about the challenges you may face during the selling process and listen to the "do's and don'ts" of selling as well
as review examples that bring reality to this transaction. This program provides vital information at a time that is crucial in our industry!
TAHC&H Faculty/Presenter(s): Brian Bruenderman, Stoneridge Partners & Joe Lynch, Stoneridge Partners
About the Presenter(s):
Brian Bruenderman brings almost 20 years of M&A experience to Stoneridge Partners - nearly a decade has been devoted exclusively to companies serving the health and human services arena.
Brian Bruenderman joined Stoneridge Partners after a successful stint as Director of Business Development for Almost Family, a leading provider of home health nursing, rehabilitation and personal care services with over 250 locations in 15 states. During his tenure, despite much uncertainty in the home health industry at the time, Almost Family acquired $160 million in annual revenues, including the largest transaction in the company’s history.
Prior to Almost Family, Bruenderman was the Senior Director of Development for ResCare, Inc., a national human services company with more than $1.6 billion in revenue and operations in 42 states. Bruenderman's strategic approach to developing new markets through selective acquisitions led to $350 million in growth for ResCare and launched the company into the Fortune 1000. Today, he has been involved in the purchase of over 125 health and human service companies.
Bruenderman received his Bachelor of Arts degree and Juris Doctor from the University of Louisville. While in college, he purchased several small businesses and credits his later success to that experience. His business background and legal education give him the skills and perspective to successfully negotiate transactions all the way through closing. Specifically, his almost two decades of involvement with strategic buyers gives him a unique insight into how they approach valuation, diligence and negotiation. This combination of education and experience makes him a valuable addition to any transaction.
Bruenderman runs the Louisville office.
About the Presenter(s):
Joe Lynch has more than 30 years of healthcare expertise.
At Stoneridge Partners, he brings experience in the areas of mergers and acquisitions, finance, regulatory compliance, human resources
and business development. After receiving his Business Administration degree from the University of Mississippi, Joe began his career
working closely with corporate management to successfully grow OrNda Healthcorp’s (now Tenet’s) home health care presence. In 1997, he
founded Reachout Home Care, a Medicare and private duty agency, where he served as co-owner and CEO. Over the next 17 years, Joe
steadily grew Reachout through both acquisition and organic growth into three operating companies in Dallas and Houston, employing
more than 170 health care workers. In 2014, he sold his company to Humana. Throughout his career, he has been a leader in revenue
growth and expansion via start-ups, acquisitions and organic growth through marketing and sales in both public and private companies. He
has worked in the health care industry for decades and brings his vast experience along with a high degree of professionalism to each transaction.
[3615] Mergers and Acquisitions
- Speaker
- Bruenderman, Brian | Lynch, Joe
- Model
- 3615
$30.00
