[3316] Operations, Budgeting, and Cash Flow Under PDGM
Identify key steps to ensure a smooth and comprehensive assessment of financial needs for home health operations under PDGM.
TAHC&H CONFERENCE RECORDING: This program was presented on 11/13/2019 at the Texas Association of Home Care & Hospice
Administrator Program Conference in Houston. It is one of 20 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.
Education-Training Credits:
- TX HCSSA Administrator/Alternate Continuing Education
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: Budget planning is an important priority every year, but it takes on
new significance with PDGM in 2020. PDGM critical metrics will be key not only to managing your operations, but also for
projecting your financial outcomes. This budget presentation will identify key steps to ensure a smooth and comprehensive
assessment of financial needs for home health operations under PDGM.
Program Learning Outcome: Participants will actively engage in the learning activity and
indicate intent to change their practice by identifying key steps to ensure a comprehensive assessment of financial needs for home
health operations under PDGM to ensure continued operation and that contribute to improved patient outcomes.
TAHC&H Faculty/Presenters: Ron Barrera, Managing Director, Simione Healthcare Consultants
About the Presenters:
Ron Barrera serves as a Managing Director at Simione Healthcare Consultants, drawing on
more than 30 years of progressive financial, operational and strategic experience as a home health and hospice executive, consultant and interim leader.
He spearheads team consulting efforts in finance to support clients with financial reporting and analysis, budgeting, accounts receivable management,
benchmarking, strategic planning, transition of new acquisitions, purchasing and Medicare/Medicaid reimbursement issues.
A resident of Alpharetta, Georgia, Ron previously served as Vice President and Chief Financial Officer for the Visiting Nurse Association of Texas
in Dallas/Fort Worth, and also served as a vice president of operations for a large for-profit home health agency.
In his role as a consultant, he has assisted organizations in achieving enterprise wide goals for transformation and performance
improvement, enhancing back office processes, systematizing end-to-end departments and their deliverables, and developing shared service functions.
As a highly experienced interim leader, Ron has served as executive director and chief financial officer, managing financial, operational and reimbursement
functions for providers ranging in size from $25M to $280M+ in annual revenue.
An active member of the National Association for Home Care and Hospice, and the Home Care and Hospice Financial Managers
Association, Ron is a seasoned speaker for state and national associations. He graduated with a B.B.A. in accounting from Lamar University.
[3316] Operations, Budgeting, and Cash Flow Under PDGM
