The Practice Management Seminar


Published on

Bill Baylis of Medical Account Solutions, Christine Ippolito, SPHR of Compass Workforce Solutions and Armando D'Accordo of CMIT Solutions South Nassau team up to share their knowledge with Medical interns on the subjects of Medical Billing Outsourcing, Employer Obligations and IT Disaster Recovery.

Published in: Health & Medicine
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

The Practice Management Seminar

  1. 2. <ul><li>Do what you do best </li></ul><ul><li>Hire out the rest </li></ul>
  2. 3. <ul><li>Healthcare Reform </li></ul><ul><li>HIPPAA Laws </li></ul><ul><li>HR Laws </li></ul><ul><li>Technology </li></ul>
  3. 4. <ul><li>Experts on call </li></ul><ul><li>Cost Savings </li></ul><ul><li>Cost certainty-pay as you go </li></ul><ul><li>Cash flow-turn a fixed cost into a variable cost </li></ul><ul><li>Lead generation </li></ul>
  4. 5. <ul><li>HR </li></ul><ul><li>IT Services </li></ul><ul><li>Medical Billing </li></ul><ul><li>Marketing </li></ul><ul><li>CFO </li></ul><ul><li>Administrative & Clerical Tasks </li></ul>
  5. 6. <ul><li>Do what you do best… </li></ul><ul><li>hire out the rest </li></ul>
  6. 7. <ul><li>Bill Baylis </li></ul><ul><li>(516) 348-7282 </li></ul><ul><li>[email_address] </li></ul>
  7. 8. <ul><li>Employer Obligations </li></ul>
  8. 9. <ul><li>Regulatory Environment </li></ul><ul><li>Federal </li></ul><ul><ul><li>Internal Revenue Service (IRS) </li></ul></ul><ul><ul><li>Department of Labor (DOL) </li></ul></ul><ul><ul><li>Equal Employment Opportunity Commission (EEOC) </li></ul></ul><ul><ul><li>Occupational Safety & Health Administration (OSHA) </li></ul></ul><ul><ul><li>National Labor Relations Board (NLRB) </li></ul></ul>
  9. 10. <ul><li>Regulatory Environment </li></ul><ul><li>State </li></ul><ul><ul><li>Workman’s Compensation Board </li></ul></ul><ul><ul><li>Department of Labor </li></ul></ul><ul><li>Local / City </li></ul><ul><ul><li>New York City </li></ul></ul>
  10. 11. <ul><li>Statutory Benefits </li></ul><ul><li>Social Security & Medicare </li></ul><ul><li>Unemployment Insurance </li></ul><ul><li>Workman’s Compensation </li></ul><ul><li>Temporary Disability </li></ul><ul><ul><li>NY, NJ, CA, HI, PR, RI </li></ul></ul>
  11. 12. <ul><li>Systematic Recordkeeping </li></ul><ul><li>New Hires </li></ul><ul><li>Employment Relationship </li></ul><ul><li>Termination </li></ul>
  12. 13. <ul><li>New Hire: Required Documentation </li></ul><ul><li>Federal </li></ul><ul><li>I-9 </li></ul><ul><li>W-4 </li></ul><ul><li>State </li></ul><ul><li>NYS New Hire Notification </li></ul><ul><ul><li>Specific pay dates, rate of pay, OT rate if applicable </li></ul></ul>
  13. 14. <ul><li>Employment: Handbooks </li></ul><ul><li>Disclaimer/Employment at Will/Employee Acknowledgement </li></ul><ul><li>EEO </li></ul><ul><li>Workweek & Hours </li></ul><ul><li>Unlawful Harassment </li></ul><ul><li>Leave Policies/FMLA </li></ul><ul><li>Paid Time-Off </li></ul><ul><li>Code of Conduct </li></ul><ul><li>Safety & Accident Reporting </li></ul><ul><li>Attendance </li></ul><ul><li>Acceptable use of Internet/email/computers </li></ul>
  14. 15. <ul><li>Employment: Personnel Files </li></ul><ul><li>Selection information </li></ul><ul><li>Written warnings </li></ul><ul><li>Performance appraisals </li></ul><ul><li>Attendance records </li></ul><ul><li>Handbook acknowledgement </li></ul><ul><li>Company issued equipment/tools </li></ul><ul><li>Payroll/compensation information </li></ul><ul><li>Benefit records </li></ul><ul><li>Paid time-off records </li></ul><ul><li>Promotions/transfers </li></ul><ul><li>Training & Education Documentation </li></ul>
  15. 16. <ul><li>Termination: Voluntary </li></ul><ul><li>Letter of resignation </li></ul><ul><li>Exit Interview </li></ul><ul><li>COBRA Notification </li></ul><ul><ul><li>Initial notification at the time coverage commences </li></ul></ul><ul><ul><li>Qualifying event notification – 60 days from notification to elect coverage </li></ul></ul><ul><li>NY State notification requirements </li></ul>
  16. 17. <ul><li>Termination: Involuntary </li></ul><ul><li>Reductions in force </li></ul><ul><ul><li>Notices </li></ul></ul><ul><ul><li>Selection criteria </li></ul></ul><ul><li>For cause </li></ul><ul><li>Separation & Release Agreements </li></ul>
  17. 18. Christine Ippolito, SPHR [email_address]
  18. 19. Business Relies on Technology… So Planning is Not Optional! Armando D’Accordo President CMIT Solutions of South Nassau
  19. 20. <ul><li>Will your business be ready for: </li></ul><ul><li>System Failure? </li></ul><ul><li>Flood? </li></ul><ul><li>Theft? </li></ul><ul><li>Fire? </li></ul>
  20. 21. <ul><li>What would happen if your systems were down for 5 minutes? 5 hours? 5 days? </li></ul><ul><li>Loss of productivity? </li></ul><ul><li>Loss of patients? </li></ul><ul><li>Loss of $$? </li></ul><ul><li>Or… </li></ul>
  21. 22. <ul><li>Would your business actually survive a major disaster? </li></ul><ul><ul><li>Of those businesses that experience a disaster and have no emergency plan, 43% never reopen (Hartford Financial Services Group) </li></ul></ul><ul><ul><li>Of those that do reopen, only 29% are still operating two years later (Ibid) </li></ul></ul>
  22. 23. <ul><li>The answers to these questions will determine the depth and breadth of your: </li></ul><ul><li>Disaster Recovery </li></ul><ul><li>& </li></ul><ul><li>Business Continuity Plans </li></ul>
  23. 24. <ul><li>&quot;Disaster Recovery Plans&quot; deal with the restoration of computer and office systems; including all essential software and connections, to full functionality under a variety of damaging or catastrophic external conditions. </li></ul><ul><li>RECOVER FROM DISASTERS </li></ul>
  24. 25. <ul><li>In many cases these elaborate plans are overkill, and all that is needed is a ‘sister site’, a responsive PC rental firm, a plan, and a professional, available IT resource. </li></ul><ul><li>This is especially true in the SMB community. </li></ul>
  25. 26. <ul><li>It is better to prevent than recover… </li></ul><ul><li>So our focus will be on keeping your business running! </li></ul>
  26. 27. <ul><li>What are the key elements? </li></ul><ul><li>Do you have one? </li></ul><ul><li>How in-depth? </li></ul><ul><li>Actionable </li></ul><ul><li>Tested </li></ul>
  27. 28. <ul><li>A &quot;Business Continuity Plan&quot; is a plan intended to avoid the loss of business functionality by defining requirements essential for the continuity of operations. </li></ul><ul><li>PREVENT DISASTERS & DOWNTIME </li></ul><ul><li>Keep your business running! </li></ul>
  28. 29. <ul><li>Employees </li></ul><ul><li>Training guides/knowledge base </li></ul><ul><li>Emergency alert system </li></ul><ul><li>Temporary help </li></ul><ul><li>Consultants </li></ul><ul><li>Process </li></ul>
  29. 30. <ul><li>Data Protection </li></ul><ul><li>Compliance </li></ul><ul><li>Data Backup </li></ul><ul><li>Data Encryption </li></ul><ul><li>Anti Spy-ware </li></ul><ul><li>Anti Virus </li></ul><ul><li>Firewall </li></ul>
  30. 31. <ul><li>Data Protection </li></ul><ul><li>Are you relying on tape without images or offsite backup? </li></ul><ul><li>If yes consider: </li></ul><ul><li>bad tapes, incomplete tapes, missing tapes, missing data, operator errors, insufficient time allowed for recovery, lack of testing, time to reload applications </li></ul>
  31. 32. <ul><li>Data Protection </li></ul><ul><li>Backup server data to local external device </li></ul><ul><li>Offsite image storage (bare metal restore) </li></ul><ul><li>Research virtualization solutions </li></ul><ul><li>Encrypt data and send offsite </li></ul>
  32. 33. <ul><li>Compliance </li></ul><ul><li>HIPAA </li></ul>
  33. 34. <ul><li>Operations </li></ul><ul><li>24x7x365 monitoring of systems </li></ul><ul><li>Routine temp file removal </li></ul><ul><li>Security best practices </li></ul><ul><li>Error log reviews </li></ul>
  34. 35. <ul><li>Documentation </li></ul><ul><li>Wiring and infrastructure diagrams </li></ul><ul><li>Server details </li></ul><ul><li>Hardware details </li></ul><ul><li>Details, details, details… </li></ul>
  35. 36. <ul><li>Daunting Tasks? </li></ul><ul><li>Hire an IT Company </li></ul><ul><li>Be sure they specialize in Business Support </li></ul><ul><li>Check References </li></ul>
  36. 37. <ul><ul><li>Thank you! </li></ul></ul><ul><ul><li>Questions? </li></ul></ul><ul><ul><li>Armando D’Accordo </li></ul></ul><ul><ul><li>CMIT Solutions of South Nassau </li></ul></ul><ul><ul><li>516.208.4161 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li> </li></ul></ul>