McKelvey, Petria
Don’t Leave Money on the Table
[3620] Don’t Leave Money on the Table
Healthcare providers need to know and understand the importance of making patients priority #1 when it comes to getting reimbursed
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: In this day and age of high deductible health plans and insurance companies pushing more and more of the
financial responsibility to patients, healthcare providers need to know and understand the importance of making patients priority #1 when it comes to getting reimbursed.
In this program the presenter provides the guidelines and tools needed to be proactively pursuing payment BEFORE services are done or at the time of service compared to,
in the olden days, of sending a statement a month or 2 after services and been performed.
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.
[3620] Don’t Leave Money on the Table
- Speaker
- McKelvey, Petria
- Model
- 3620
$30.00
Financial Reporting for Non-Financial People
[3855] Financial Reporting for Non-Financial People
Tailored exclusively for caregivers operating their own home care or hospice agencies, this program demystifies financial statements and empowers you to make informed financial decisions.
Presentation Info:
TAHC&H Event | Winter Conference | Fort Worth | Rich-Media Presentation Capture for Your Online On-Demand Access
Presentation Date | February 22, 2024
Presentation Track | All HCSSAs
Program Description: This engaging one-hour program is tailored exclusively for caregivers operating their own home care or hospice agencies.
It breaks down the complexities of financial statements, empowering non-financial individuals to confidently read, interpret, and set up financial documents that make sense for our unique industry.
You will walk away with these key Highlights:
Navigating Financial Jargon: Unravel the mystery behind financial terminology as we simplify complex concepts, ensuring you grasp the essentials without drowning in industry jargon
Understanding the Basics: Learn the fundamental components of financial statements, including income statements, balance sheets and other KPIs. Discover how each element contributes
to the overall financial health of your agency.
Setting Up User-Friendly Statements: Explore practical strategies for organizing and presenting financial information in a way that is clear, concise, and accessible to
non-financial professionals. Gain insights into formatting and structuring statements for maximum comprehension.
Financial Health Indicators: Identify key financial indicators relevant to the home care and hospice industry.
Understand how to assess the financial health of your agency and make informed decisions to support long-term sustainability.
Whether you're a seasoned entrepreneur or new to the financial aspects of running a care agency,
this program is designed to equip you with the knowledge and confidence needed to navigate the financial landscape effectively.
It demystifies financial statements and empowers you to make informed financial decisions for the success and sustainability of your home care or hospice 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][7]financial management
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): Amy Knight, CPA, Knight Financial Group | Knight Home Care Financial
About the Presenter(s): Amy Knight is a CPA, originally from Oklahoma and now based in Austin, Texas with over 20 years experience
almost exclusively in home health and hospice. Her CPA firm, Knight CPA Group, has extensive experience with all financial issues pertaining to home health, hospice and
other healthcare providers including cost reporting, accounting & payroll issues that are specific to healthcare providers.
[3855] Financial Reporting for Non-Financial People
- Speaker
- McKelvey, Petria
- Model
- 3855
$30.00
Hospice | Intake and Eligibility
[3585] Hospice | Intake And Eligibility
A 2021 Hospice Academy Presentation
Presentation Info:
TAHC&H Virtual Event | Hospice Academy 2021 | Recorded for On-Demand Access
Presentation Date | November 11, 2021
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: We will look at the different types of hospice patients we admit
during intake and the questions to ask. We will look at how to pull their eligibility and then focus on where the patient is coming
from to tell us what type of NOE we should bill for each particular patient.
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.
[3585] Hospice | Intake And Eligibility
- Speaker
- McKelvey, Petria
- Model
- 3585
$22.50
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
Red Flags and the New Home Health PEPPER Reports
[3694] Red Flags and the New Home Health PEPPER Reports
PEPPER identifies your agencies’ bad behavior...shows how you may be red flagging yourself to CMS and OIG!
Presentation Info:
TAHC&H 53rd Annual Meeting | Round Rock | Rich-Media Capture | On-Line, On-Demand Access
Presentation Date | September 1, 2022
Program Description: Have you checked your PEPPER? Did you even know you have a PEPPER? CMS uses PEPPER as a guide for
auditing and monitoring efforts. Although it does not identify improper payments, it can be used to identify practices that may lead that way. Petria will assist
you in utilizing the PEPPER for identifying and correcting behaviors around the Review Choice Demo and TPE. PEPPER identifies your agencies’ bad behavior that shows
you how you may be red flagging yourself to CMS and OIG. For CY2020 in Texas, only 34% of home health agencies have downloaded their reports. Of the available 1,667
reports available, only 571 reports have been downloaded. Nationwide the download rate is 48%.
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)
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): Petria McKelvey, CEO, Precision Medical Billing
About the Presenter(s):
Petria McKelveyPetria’s expertise lies in hands on experience of billing for numerous home health and
hospice agencies throughout the years. She has been in the home health and hospice industry’s for over 21 years and has owned and operated Precision Medical Billing for
the past 17 years. She has supervised, hired, and trained 100s of medical billing staff and speaks regularly at home health association conferences.
[3694] Red Flags and the New Home Health PEPPER Reports
- Speaker
- McKelvey, Petria
- Model
- 3694
$30.00
Understanding How to Be Successful at Patient Collections
[3785] Understanding How to Be Successful at Patient Collections
Learn how other agencies are having success by being proactive with their patients’ payments for services.
Presentation Info:
TAHC&H Event 54th Annual Meeting | Rich-Media Presentation Capture | Online On-Demand Access
Presentation Date | August 30, 2023
Program Description: Now that home health agencies are having more and more non-Traditional
Medicare patients and private insurance patients, it is most imperative for agencies to turn to technology when performing intake and
insurance verification and prior authorizations for patients. Learn how to proactively, with technology, collect all of the intake
paperwork from the patient, financially counsel the patient and their family, collect necessary copays and deductibles, and much more before the nurse makes her
visit. At the time of the visit, clinicians should only be concerned with patient care not reimbursement from the patient.
In this presentation Petria will demonstrate to you how other agencies are having success by being proactive with their patients’ payments for services.
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)
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): Petria McKelvey, CEO and Founder, Precision Medical Billing
About the Presenter(s): Petria's expertise lies in hands on experience of billing for numerous home
health and hospice agencies throughout the years. She has been in the home health and hospice industry’s for over 21 years and has owned and
operated Precision Medical Billing for the past 17 years. She has supervised, hired, and trained 100s of medical billing staff and speaks
regularly at home health association conferences.
[3785] Understanding How to Be Successful at Patient Collections
- Speaker
- McKelvey, Petria
- Model
- 3785
$30.00
