Winter Edition - February 2012- May 2012 Spring Edition Page 1 Page 1The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Message from the President Inside This Issue By: DEB HAGEN President’s Message 1 President San Diego / Imperial Chapter of HFMA Membership 2‐3 As I sat down to write this last article of our FY, I took a memory journey through my service in HFMA and this year as Chapter President. Before sharing some Sponsor Highlights 4 highlights, I want to express my gratitude for the honor and pleasure of serving this Sponsor Benefits 5‐6 Chapter – and working with a very talented and enthusiastic leadership team! Education 7‐8 One of my favorite life quotes is “People don’t care how much you know until they know how much you care.” I really began to care about HFMA and this Chapter when it became personal to me in 2003. Social 9‐10 Dave Canfield, past National Chairman of HFMA and Past‐President of SoCal HFMA, swore me in as a Articles 11‐16 Board officer under Bob Hemker’s presidency. His Chairman’s theme had been “It’s personal”. As he swore us in, he shared many things, but stressed the personal life‐long friendships acquired through Founders Awards 17 service to the organization. He encouraged us all to find an HFMA mentor, and to become one Certification 18 eventually to others. It sounded good…almost to good to be true if I’m honest. So, later I went out on a Volunteerism 19‐22 limb and asked if he would consider being my mentor. Although I didn’t expect he’d have the time, he enthusiastically agreed on the spot – showing how much he truly cares about the organization and Finance Update 23 people. I have since been blessed to work with great people – many of whom have become life‐long friends! I encourage you all to find a mentor and become one eventually to others as well. The rewards and friendships are priceless. With only a few weeks remaining in this year, our Chapter has surpassed almost every goal set forth in our strategic plan. The following are a few highlights: 2011‐2012 Chapter Leadership Education [Surpassed 14.2 hours/member to achieve >18 education hours/member. Achieved venue rotation & multi‐organization collaboration]: 1st Joint SOHL/HIMSS/HFMA program event Deb Hagen ‐ President 1st Joint SoCal/HFMA Fall Conference Pia Labos ‐ President‐Elect 1st Joint California Chapters collaborative statewide webinars Carl Hill ‐ Vice President 1st annual Spring conference: Local/state/national legislative updates; lunchtime Installation/ Awards; Afternoon CFO/CEO/CMO panel Jim Sprague ‐ Secretary Membership [Surpassed 270 member goal. Achieved 277 members so far] Shannon Vanderbilt ‐ Treasurer HFMA 101 created for new member events Cheryl Hendershott ‐ Program Enhanced Sponsorship Benefits Volunteerism Growth & Leadership [Increased volunteerism >15% from 8%] Jennifer Sievers ‐ Membership Created volunteerism description & sign‐up sheet with mentoring Chris Udell ‐ Newsletter Created Chapter Volunteerism & Awards Committee Michelle Valencia‐Jackson—Sponsorship Enhanced Chapter Communications Andrea Jacoby ‐ Social Established Chapter LinkedIn site; Website enhancement underway Enhanced Business Processes Margie Drobatschewsky ‐Past President Created Vice President position & duties for succession planning Tim Nguyen ‐ Certification Established strategic planning methodology & metrics; Chapter Leadership training session [Mini‐Bob Hemker ‐ CHA Liaison 2011‐2013 LTC; CAT planning]; Expanding Policies and Procedures; Establishing central electronic repository Bryan Webster ‐ Webmaster These highlights demonstrate a year of “Connecting‐the‐Dots” with our amazing membership and Rina Patel ‐ Program Co‐Chair leadership team. Thank you once again for the honor of serving as your Chapter President. I will take away many wonderful memories and cherish life‐long friendships. David McNulty ‐ Founders Contact Julie Haluska ‐ Awards & Volunteerism As this year winds down, it is fitting that it has come full circle with my mentor and friend Dave Canfield flying out to participate in our Chapter Awards during our recent April 13th educational event, Dave Epstein ‐ Past Region 11 Executive and to do the honors of installing our 2012‐2013 Chapter officers and directors. Please join me in supporting and cheering on our incoming Chapter President Pia Labos and her incoming leadership team June 1st to continue success and “Build on the Momentum!” I am confident this will be a great year!! ‐Deb
Winter Edition - February 2012- May 2012 Spring Edition Page 2 Page 2 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Membership Update By: Jennifer Sievers Our 2011/2012 year is coming to an end and Welcome Aboard New Memberswe have had a great membership year! We February 2012– April 2012have increased our membership from lastyear by 5%. The membership team has been Jon Clark VP Sales FSSIworking hard and just in the last three Mark Bockhold Business Development Accretive Healthmonths we are happy to welcome 24 new Christina Valdes Controller El Centro Regional Med Centermembers and are Aaron McDaniel Director PFS & Registration El Centro Regional Med Ctrcontinuing to grow!!!! Teresa Penuela Accounting Manager El Centro Regional Med Ctr Fahd Benabdeljalil Financial Analyst Sharp Grossmont HospitalAs we start to approach the summer months Roger W. Lindsay Executive VP, Sales & Marketing CentraMedplease do not forget our great member get a Cindy Bertrand Audit Partner BDOmember programs. Let’s all challenge Michael Roulan Director of Budgeting & Forecasting UCSD Health Ctrourselves to tell co-workers and Kevin A Roy Managing Director Healthcare Finance Partnersprofessionals in our industry about the great Hillary Hays Account Manager Aerotekbenefits and networking that HFMA offers. I Carol Burke Sr Director of Marketing AMN Healthcarechallenge each member to bring on a new Tom A Blankenship Hammond Hanlon Campmember to our wonderful organization in the Laura Johnston Coding Manager El Centro Regional Med Ctr 2012 - 2013 year. Melissa Polly Marketing Director AMN HealthcareI have really enjoyed being the Membership Jill Dewart District Manager SodexoChair for this year. We have a great board Julia Monell Manager, Quality Control A/R Sharp Healthcareand Most of all the BEST members any Adam Hawkins Info See Reg. Director Cynergistekchapter could ask for. Thank you for having Drew Reynolds VP, Strategic Accounts CareFusion, Integrated Salesme, it has been an honor. Barbara Lefkarites Project Coordinator CA-NV Public Health Training CtrI want to welcome our new Membership James G Malone Sr VP, CAO Kaiser PermanenteChair for 2012 - 2013 – Stephany Vurik andCo-Chair – Elaine Cherry. I hope you all Suzan G. Kennedy Sr Sales Executive The SSI Group, Inc.have a great upcoming year! Jessica Minan Account Manager Aerotek Kathryn Storevik Financial Analyst Scripps HealthThank you-Jennifer Sievers
Winter Edition - February 2012- May 2012 Spring Edition Page 3 Page 3 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Membership Continued By: Jennifer Sievers Don’t Forget our National Member‐Get‐A‐Member program: (Show me the Money! $$$$$$) Helping grow membership is now easier and more exciting to do with our HFMA National Member‐Get‐A‐Member program. HFMA is giving out great new prizes as incentives to help us grow our San Diego Chapter membership – Prizes such as: Apple iPad ….ohhh Visa Prepaid Card ranging from $25 to $150……ahhh $ 1,000 Cash ….Ka‐pow! $ 2,500 Cash…. Super! The Grand Prize of $3,000 cash and $2,000 donation in your name to the charity of your choice… AWESOME!!!!! Please see the HFMA National website for incentives and more details on our Member‐Get‐A‐Member program: http://www.hfma.org/membership/rewards/. JOIN US!!! Remember we are always looking for our members to become active with our chapter and you can do so by joining the membership committee. We have so much fun interacting with our members and we would love for you to join in on the fun. If you would like more information please feel free to contact me via phone: 619‐798‐7404 or email: email@example.com Our goal for this fiscal year is to increase our total membership from the prior year, so please take a moment and consider if there are any individuals in your organization who are not yet members. Please invite them to join our organization by letting them know about our New Member Discount and Member‐Get‐A‐Member Program, as well as our Educational and Social Networking opportunities. Also, when renewing your membership for the year, please check your profile on the HFMA website to ensure that we have your most current demographic information.
Winter Edition - February 2012- May 2012 Spring Edition Page 4 Page 4The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter We thank our ongoing sponsors, as they are part of our own "Revenue Cycle." With the Sponsors ongoing financial support, the Chapter can in turn continue providing local economical education, and our members benefit from the education and meeting the Sponsors. For Sponsorship Opportunities please contact Michelle.Valencia@pph.org Firstsource is a global business process outsourcing company offering comprehensive healthcare revenue cycle solutions including eligibility and receivables management services. Health Advocates is the largest Patient Advocacy company in CA assisting uninsured & underinsured individuals qualify for health insurance benefits. Progressive Management Systems is an employee owned Accounts Receivables Management company. Triage Consulting Group is one of the nations leading hospital revenue review consultancies. CBB/MBS provides a full range of receivables management programs including pre-collect, billing, follow-up and collection services, as well as backlog/clean-up projects. Barney & Barney have been providing premier insurance, risk management and employee benefits solutions since 1909 offering a full range of services and coverage for both businesses and individuals.
Winter Edition - February 2012- May 2012 Spring Edition Page 5 Page 5The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Benefits of SponsorshipBenefit Gold Silver BronzePer program cost xAnnual category x xSpecial Recognition at each program x xOpportunity to sponsor a complete program at location of your choice x xCompany logo and description displayed all year on SDI HFMA website x xUp to two complimentary registrations at each program x x xUp to three complimentary registrations at each program x xUp to four complimentary registrations at each program x BARNEY & BARNEY FIRSTSOURCE TRIAGE CONSULTING GROUP PROGRESSIVE MANAGEMENT SYSTEMS HEALTH ADVOCATES CALIFORNIA BUSINESS BUREAU PASSPORT KAUFMAN HALL CYMETRIX ACCRETIVE HEALTH ELIGIBILITY PLUS, INC. STATE COLLECTION SERVICE EMDEON BACTES
Winter Edition - February 2012- May 2012 Spring Edition Page 6 Page 6The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Sponsorship Levels Gold – Annual category at $3,000. Gain significant market exposure, position key products and access your keyregional leaders. This sponsorship level indicates your commitment to our SDI HFMA organization throughout theyear. You receive special recognition at each program and you will have the opportunity to sponsor a completeprogram at a location of your choice. By underwriting our events keeping member costs low you will be providedspecial recognition on our SDI HFMA website with your company logo and a description of services all year, andup to four (4) complimentary registrations at each program (based on space/availability), additionally we will postyour logo on the back of the program agenda at each meeting and display it on a PowerPoint along with our othersponsors at the beginning of each meeting. You will also be provided either a vendor table or an opportunity toaddress our members to introduce your company’s solutions and products (this depends on the size of each venueand/or agenda logistics). Offered at $3,000, the annual sponsorship is easier to submit for annual budget planning,beginning June 1 and ends May 31 each year. Silver – Annual category at $2,000. This sponsorship level also indicates your commitment to our SDI HFMAorganization throughout the year. You receive special recognition at each program and you will have theopportunity to sponsor a complete program at a location of your choice. By underwriting our events keepingmember costs low you will be provided special recognition on our SDI HFMA website with your company logoand a description of services all year, and up to three (3) complimentary registrations at each program (based onspace/availability), additionally we will post your logo on the back of the program agenda at each meeting anddisplay it on a PowerPoint along with our other sponsors at the beginning of each meeting. You will also beprovided either a vendor table or an opportunity to address our members to introduce your company’s solutionsand products (this depends on the size of each venue and/or agenda logistics). Offered at $2,000, the annualsponsorship is also easier to submit for annual budget planning, beginning June 1 and ends May 31 each year. Bronze – Annual category at $1,000. This sponsorship provides up to two (2) complimentary registrations for theprogram (based on space/availability), your company logo and service description from the point of commitmentto sponsorship until after the program and recognition at the program. This sponsorship level allows yourcompany to target specific programs (unless sponsored by a particular vendor) that relate most closely to yourproducts or services. You will also be provided either a vendor table or an opportunity to address our members tointroduce your company’s solutions and products (this depends on the size of each venue and/or agenda logistics).This sponsorship level also allows the ability to keep the cost below departmental budgetary thresholds allowingfor rapid approval. However, SDI HFMA is not able to guarantee space for each separate event since some eventsare sponsored by a particular vendor. Interest in sponsorship has increased dramatically and we have begunlimiting the total number of vendors that formally sponsor So CA HIMSS. We also strongly encourage our vendorsponsors to distribute the program brochure to their mailing list. Many of our sponsors see this as an opportunityto host their clients and target programs that relate to their products and or services.
Winter Edition - February 2012- May 2012 Spring Edition Page 7 Page 7The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter As your new Program Chair for June I would like to invite you, to give your feedback and suggestions on educational events for year 2012—2013. Please take the time to review the Save the Date Calendar on the following page. Please let me know if there is a topic that you would like to present, attend, or participate. All ideas and suggestions will be reviewed and considered. Remember this is your Chapter and we want to provide you with the best opportunity to learn byproviding events that are meaningful, at locations close to you, with dates and times that work best for you. Please email Margie at firstname.lastname@example.org WE WANT TO HEAR FROM YOU!!!
Winter Edition - February 2012- May 2012 Spring Edition Page 8 Page 8The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Upcoming Events Save the Dates! June 5, 2012 12:30 pm - 5:00 pm January 27 - 30, 2013 HFMA / SOHL / HIMS Region 11 Symposium Joint Meeting - Details to Follow Caesars Palace - Las VegaScripps La Jolla, Schaetzel Building - Shepard Great Hall 9888 Genesee Ave, San Diego, CA, 92037 February 13, 2012 8:00 am - 5:00 pm Day Esquiza August 1, 2012 10:30 am - 1:30 pm Scripps La Jolla, Schaetzel Building - Shepard Great HFMA / CAPG Hall Joint Meeting - Details to Follow 9888 Genesee Ave, San Diego, CA, 92037 Sharp Spectrum Building March 2013 September 9 -11, 2012 Medicare Boot Camp WeekSan Diego - Imperial / Southern California Chapters Location TBD Joint Conference The Grand Hyatt Palm Desert April 10, 2013 8:00 am - 5:00 pm CEO / CFO Panel October 28-30, 2012 Speakers from the following organizations HFMA National Kaiser San Diego Hilton UCSD Palomar Health November 16, 2012 8:00 am - 5:00 pm Children’s Mini Map with Suzanne Lestina Loma Linda Uninsured with Gerilynn Sevenikar Location TBD More to Follow…. Location TBDThis year we will also be offering webinars (topics to be announced) in partnership with the Northern and Southern California chapters of HFMA Watch your mail for more informationSuggestions for educational sessions are always welcome. Please contact Margie D at email@example.com with any suggestions or comments.
Winter Edition - February 2012- May 2012 Spring Edition Page 9 Page 9The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Wednesday, May 23rd, 2012 at 5:30pm Harry’s Bar and American Grill 4370 La Jolla Village Drive, Suite 150 San Diego, CA 92122 Last Social Event of the Year Appetizers and a drink ticket will be provided On Behalf of the HFMA San Diego Chapter, We Thank You for Your Hard Work all Year! For questions or further information please contact: Andrea Jacoby Tel: 619 933-8755 firstname.lastname@example.org Suggestions for social events are always welcome. Please send a message to Andrea Jacoby at andrea.l. email@example.com with any suggestions or comments you may have.
Winter Edition - February 2012- May 2012 Spring Edition Page 10 Page 10The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter HFMA and SOHL members and guests attended a fun evening of drinks, food and networking at the House of Blues in February. Thank you to our sponsor Suggestions for social events are always welcome. Please send a message to Andrea Jacoby at andrea.l. firstname.lastname@example.org with any suggestions or comments you may have.
Winter Edition - February 2012- May 2012 Spring Edition Page 11 Page 11The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Richard L. Clarke, DHA, FHFMA, HFMA President and CEO, recently announced that he will retire July 31, 2012, after more than 25 years of service to the Association. Clarke has been president and CEO of HFMA since 1986. During his tenure, HFMA has experienced membership and operating revenue growth as well as broad influence in improving healthcare efficiency and effectiveness through initiatives such as the PATIENT FRIENDLY BILLING® project. Clarke has been named one of Modern Healthcare magazine’s “100 Most Powerful in Health Care” for nine consecutive years, and is one of only 12 healthcare leaders who have made the list every year since its inception. “HFMA has become the indispensable resource for healthcare finance under Dick’s leadership,” said GregoryM. Adams, FHFMA, HFMA Board chair and senior vice president and partner at Panacea Healthcare Solutions,LLC. “His vision for value-driven health care, his passion for education and continuous improvement, and his ability to bring together diverse perspectives has benefitted HFMA’s members, their organizations, and theircommunities.” With the announcement, HFMA will soon begin its search for a successor, ensuring a smooth transition forHFMA’s 37,000 members across the nation. A search committee has been formed of volunteer leaders with diverseHFMA and industry experience to best represent the association’s members in this effort. This committee will workwith a search firm to identify and assess potential candidates. Clarke is a past chair of the Commission on Accreditation of Healthcare Management Education and a formerchair of AHA Financial Solutions, Inc. Additionally he has served on the Federal Reserve Bank of Chicago’s Advisory Council. He currently serves on several committees and the Board of Directors of CHRISTUS Healthin Dallas, Texas, as well as the Finance and Strategy Committee for Catholic Healthcare Partners in Cincinnati,Ohio. Dr. Clarke holds an instructor faculty position in the Department of Health Systems Management at RushUniversity in Chicago and the MBA in Health program for the University of Miami in Coral Gables, Florida. Reflecting on his time leading HFMA, Clarke says, “Every day for the past 25 years, I have been impressed bythe dedication of HFMA members not only to the association, but to their role in improving our nation’s health. Ithas been an honor to serve with them and to support the mission of HFMA.”HFMA National News
Winter Edition - February 2012- May 2012 Spring Edition Page 12 Page 12 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter The Department of Health and Human Services has proposed postponing by one year thedeadline for providers to implement the new ICD-10 coding system. In an announcement April 9,2012, HHS proposed changing the ICD-10 compliance date to Oct. 1, 2014. HHS Secretary Kathleen Sebelius announced plans in February to postpone the originalOct. 1, 2013 deadline in an effort to reduce “administrative burdens” for providers who said theywere concerned about implementing the new system. The new compliance date would giveproviders more time to prepare and fully test their systems to ensure a smooth transition to thenew code sets, HHS said. Richard Gundling, FHFMA, CMA, vice president of healthcare financial practices at HFMA, saidthe postponement “will give some breathing room in moving to a higher level of readiness.Although the potential benefits of ICD-10 to reduce costs and improve care are delayed, theurgency to move forward on implementation plans is still ongoing.” The new implementation date is part of a proposed rule that would create a unique health planidentifier under the Health Insurance Portability and Accountability Act of 1996. The identifierwould be used by all health insurance plans and allow providers to automate and simplify theirbilling processes and other transactions. “The new healthcare law is cutting red tape, making our healthcare system more efficient andsaving money,” Sebelius said in a news release. “These important simplifications will meandoctors can spend less time filling out forms and more time seeing patients.” HHS estimates that establishing the unique health plan identifier would save providers andhealth plans up to $4.6 billion over the next 10 years.Reproduced from HFMA healthcare financial newshttp://www.hfma.org/Templates/BlogPost.aspx?id=31708 Used with permission.www.hfma.org
Winter Edition - February 2012- May 2012 Spring Edition Page 13 Page 13 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Replacing federal funding would be key obstacle State officials plan to press forward with federal healthcare reform even if the U.S. SupremeCourt rules that all or part of the law is unconstitutional. Diana Dooley, California’s secretary of Health and Human Services, said she believes the U.S.Supreme Court will eventually uphold the Patient Protection and Affordable Care Act (PPACA)but that she’s also “working very hard to assure that we have as much benefit for California aspossible, even if we don’t have the full promise of the Act.” Dooley acknowledged that, without federal funds, it would be “very hard for us to moveforward” and that the state would have to first balance its budget “to get California on strongfooting to do any of this work.” The state is currently running a budget deficit estimated to bebetween $15 billion and $20 billion. Dooley said a priority would be building California’s Health Benefit Exchange, which wouldprovide an online marketplace where residents could purchase insurance at competitive rates.The state is currently working on building the infrastructure with $38 million in funding itreceived from the federal government in 2010. California has already launched a number of healthcare reform programs ahead of timethrough the state’s Bridge to Reform, a Medicaid 1115 Waiver that qualifies the state for federalmatching funds. It includes the launch of a Low-Income Health Plan—an early form ofMedicaid expansion—that has already insured more than 375,000 state residents. Somelawmakers have also discussed the possibility of reviving SB 810 authored by Sen. Mark Leno(D-San Francisco), which would create a universal healthcare system in the state.
Winter Edition - February 2012- May 2012 Spring Edition Page 15 Page 15 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Size of program questioned by advocacy group Four counties in the state have been selected to take part in a demonstration project to transitiondual-eligible Medicare-Medicaid patients into managed care. The Duals Demonstration pilot program, which could eventually include up to 10 counties, stillmust be approved by the Centers for Medicare & Medicaid Services (CMS). The counties chosen totake part in the launch are Los Angeles, San Diego, Orange, and San Mateo. The goal of theprogram is to coordinate care for a patient population that uses the healthcare system frequentlybut tends to get fragmented care. “Currently, most dual-eligible beneficiaries access services through a complex system ofdisconnected programs that often leads to beneficiary confusion,” said Toby Douglas, director ofthe state Department of Health Care Services (DHCS). “The goal is to design a seamless systemthat helps dual-eligible beneficiaries get the healthcare they need and improve health outcomes ina more fiscally efficient manner.” The three-year program is scheduled to launch in January 2013 with enrollment in the fourcounties starting this fall. The DHCS plans to add up to six additional counties to the program:San Bernardino, Riverside, Santa Clara, Contra Costa, Alameda, and Sacramento counties. A study from the Kaiser Family Foundation estimates that dual-eligible patients represent 15% oftotal Medicaid enrollees but generate 39% of Medicaid spending in an average year. They alsorepresent 16% of Medicare enrollees but account for 27% of total Medicare spending. In 2005, theaverage dual-eligible patient generated $20,000 in healthcare spending, about five times more thanthe average Medicaid patient. The state expects to produce huge cost savings by coordinating care for dual-eligible patients.The state projects the program will produce $678 million in savings in fiscal 2013 and up to $1billion in savings in fiscal 2014. The savings would be achieved in part by improving preventivecare to preclude unnecessary hospitalizations and nursing home admissions.
Winter Edition - February 2012- May 2012 Spring Edition Page 17 Page 17The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter Volunteer and Rewards! Since its inception in 1960, the Founders Merit Award Program has served to acknowledgethe volunteer contributions made by HFMA members. Over the years, the Founders MeritAward Program evolved to include ties to certification, membership, and education--alltangential to the original purpose of the program.HFMA members will earn Founders points for volunteer activities, such as: * Writing articles for national or local chapter publications * Participating in a program (speaker/panel) * Volunteering for a chapter committee or chapter officer position * Volunteering at the national level (e.g., serving as a member of the Regional Executive Council or Chapter Advancement Team) * Proctoring an HFMA certification exam * Reviewing manuscripts or writing a book review for HFMAThe following members were awarded Prestigious National Recognition this year: GOLD Thomas S. Kumura, FHFMA MOH Reid Hollyfield, FHFMA MOH Robert A. Hemker MOH Melanie L. Van Winkle, CPA SILVER Cheryl A. Hendershott SILVER Margie A. Drobatschewsky SILVER Julie HaluskaChapter members can view their Founders points on the HFMA National web site under Manage MyAccount in their personal profiles through the membership directory area http://www.hfma.org/access_eseries.cfm.Any discrepancies between points awarded and points earned should be reported to theChapter’s Founders Award Chairperson.
Winter Edition - February 2012- May 2012 Spring Edition Page 18 Page 18 The Bottom Line The Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter By: TIM NGUYEN, CHFP Certification Committee Chair Becoming a Certified Healthcare Professional (CHFP) is a significant accomplishment. It distinguishesyou as a leader and high-level professional in the healthcare finance industry. It reflects a deeppersonal commitment and sense of accountability that inspires credibility and confidence in yourprofessional knowledge. Through HFMA Certification Programs, you can show your dedication tohigh standards in the industry.The CHFP exam explores numerous aspects of Health Care Finance. Revenue cycle Budgeting & forecasting Financial reporting Internal controls Disbursements ContractingThe Health Care industry is continuously evolving; the CHFP exam will strengthen your area of expertise and improveyour knowledge of Health Care finance. It will compliment your existing title and enhance your career.In addition to the CHFP program HFMA is now offering another opportunity for healthcare finance professionals toexpand their skills and knowledge with the HFMA Advanced Technical Study Certificate programs. While theseprograms are not certification programs like the CHFP or FHFMA, they can help you prepare for them. These AdvancedTechnical Study Certificate programs are online educational programs that award a certificate after completing one ofthe programs listed below. Mastering Patient Financial Services Mastering Healthcare Accounting and Finance Mastering Managed CareThe San Diego – Imperial chapter provides free coaching sessions to assist you in passing the CHFP exam .If you are interested in taking the exam and attending a free CHFP practice session please contact me email@example.com.As always, should you have any questions you can email me directly at firstname.lastname@example.org, send an email to HFMAat email@example.com or visit the HFMA certification webpage at http://www.hfma.org/certification/.“Remember, if you are not constantly learning andimproving, then you are actually falling behind”
Winter Edition - February 2012- May 2012 Spring Edition Page 19 Page 19The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter . The San Diego‐Imperial Chapter needs volunteers and future chapter leaders for continued success! We encourage you to seek involvement through volunteerism to meet personal or professional goals and to strengthen the quality and quantity of offerings through shared knowledge and participation. A brief description of each committee is below. Please review and check an area of interest and return to Julie Haluska, Chapter Awards and Volunteerism Chair firstname.lastname@example.org, or discuss via phone at 847‐800‐2613, or contact any chapter leader below. SAN DIEGO‐IMPERIAL CHAPTER POSITIONS AND COMMITTEES PRESIDENT: DEB HAGEN Purpose: Provides leadership and direction to the San Diego Chapter Board and its members toward the achievement of the adopted strategic goals. Mentor the president‐elect. PRESIDENT ELECT: PIA LABOS Purpose: To provide support to the president while learning the presidential responsibilities. By mid FY, participate in CAT and lead the FY 2012‐2013 strategic planning committee made up of the President, President‐Elect and Vice President. Mentor the Vice President and Volunteer/Awards Chair. VICE PRESIDENT AND DCMS CHAIR: CARL HILL Purpose: To establish and monitor Yerger goals and progress to date. Learn the President‐Elect responsibilities for the following year. Work closely with the President‐Elect and President. Sits on the Program, Membership, and Sponsorship committees IMMEDIATE PAST PRESIDENT AND BYLAWS’ REVIEW: MARGIE DROBATSCHEWSKY Purpose: Annual review and recommendations for adoption or amendment of Chapter Bylaws SECRETARY: Jim Sprague Purpose: To record the meetings of the Chapter, notifies members of their election to office, maintains a roster of members, and issues notices of all meetings and events. Work closely with all chapter leaders. _______Minutes at Board meetings _______C‐Vent Communications
Winter Edition - February 2012- May 2012 Spring Edition Page 20 Page 20The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter TREASURER: SHANNON VANDERBILT Purpose: To maintain a strong financial position and utilize chapter resources to enhance benefits to members. Provide monthly financial statements to the Board. Coordinate financial review at year end with designated auditor and submission of 990 to national. Provide oversight to Sponsorship chair and DCMS reporting chair. FINANCIAL AUDIT COMMITTEE CHAIR: ALECE HON Purpose: To perform the annual audit of the financial records and submit a report to the Board of Directors. PROGRAM CHAIR: CHERYL HENDERSHOTT CO‐CHAIR: RINA PATEL Purpose: To plan, conduct, and evaluate educational activities to meet the needs of the members and maximize the participation of all members in a meaningful learning process. _______Topic Identification _______Speaker Procurement _______Program Logistics [Location planning; A/V needs; _______Event Assistance [Flyer Prep for Secretary to Distribute; Registration, Room set up, Moderators, Evaluations, _______Event Article for Newsletter Other 2011‐2012 Program Committee: Joint Association Meeting CHAIR: MARGIE DROBATSCHEWSKY Purpose: To actively participate and assist in the development of Joint Association education programs. To promote the value of the association, encourage involvement and elicit input for program development. _______Joint Meeting Volunteers MEMBERSHIP CHAIR: JENNIFER SIEVERS CO‐CHAIR: Elaine Cherry Purpose: To recruit and welcome new members, retain current members, promote reinstatement of inactive or former members who have not renewed their membership, and advance the opportunities of existing members through working closely with the Chapter Awards and Volunteerism committee toward the encouragement of volunteerism recruitment of future chapter leaders. ________New Member Welcome packet ________New member Events and HFMA 101 ________New Member Outreach to providers and other healthcare organizations ________Member Satisfaction and Retention ________Membership Directory
Winter Edition - February 2012- May 2012 Spring Edition Page 21 Page 21The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter CHAPTER AWARDS AND VOLUNTEERISM CHAIR: JULIE HALUSKA CO‐CHAIR: TINA ROBERTS Purpose: To recruit, welcome, and assist in assignment of new volunteers. Enhance Chapter communication, membership growth outreach, and promotion of volunteerism and leadership opportunities via the Chapter LinkedIn site. Through the Awards committee, recognize the efforts of chapter volunteers at the annual Chapter meeting. Works closely with Membership, Programs, Sponsorship, Newsletter, and Volunteer chair. ________Volunteer Outreach, Education, and Mentorship ________Awards Committee member NEWSLETTER CHAIR: CHRIS UDELL Purpose: To enhance chapter communications through regular publishing of the Newsletter. To provide members with advance information on upcoming chapter and National HFMA program events and social activities; provide members with messages from our chapter president; provide a site to recognize our new members and report on chapter growth, retention and volunteer opportunities; provide a forum for our sponsors; provide information relative to the goals of our strategic plan, and to provide a forum for reporting state and national issues relating to the healthcare finance industry. Publish four (4) newsletters: summer (June/July), fall (September/October), winter (December/January), and spring (March/April). Work closely with Programs; Secretary, and Website. ________Article Procurement; Spotlight new members and volunteers ________Editor Assistance [Graphics; Publisher Design and Layout] ________Photographers for local, regional and national events SPONSORSHIP CHAIR: MICHELLE VALENCIA‐JACKSON Purpose: To solicit financial support in the form of general corporate sponsorships in return for recognition in Chapter publications and at Chapter events. To increase general sponsorship support to allow for the continuation of affordable cost educational programs, networking opportunities, and subsidization of memberships. Work closely with Treasurer. _________Sponsorship Procurement _________Value Benefit Analysis and communication to members SOCIAL CHAIR: ANDREA JACOBY Purpose: Plans and organizes logistics, entertainment, & refreshments for chapter social events. Work closely with Membership and Sponsorship. _________Social Event Planning and execution .
Winter Edition - February 2012- May 2012 Spring Edition Page 22 Page 22The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter CERTIFICATION CHAIR: TIM NGUYEN Purpose: To promote professional certification of members as “Fellow of the Healthcare Financial Management Association” (FHFMA) and “Certified Healthcare Financial Professional” (CHFP) through coaching sessions and articles of encouragement in the Newsletter. ________Certification Coaching Assistance WEBMASTER: BRYAN WEBSTER Purpose: To provide member access to the member directory; advance schedule of events including educational programs, social activities, certification test dates, and regional events; a site for sponsor information; a site for job postings; & and a link to HFMA national. Work closely with all chapter leaders. _________Website Assistance FOUNDERS CONTACT: DAVID MCNULTY Purpose: To submit to National HFMA the information needed to score the San Diego‐Imperial Chapter for Founders Points by August 10th annually. Educate members via Newsletter about Founders Points, and encourage participation. Check National’s scoring for accuracy. Report the chapter’s progresses during the year to make sure recognition items are ordered and members formally congratulated. Please fill out and return to any Chapter leader or call your Chapter president below to discuss. Name:___________________________________________Email:_________________________________________ Company: _____________________________________________________________________________________ Phone#:_______________________________________Fax #: ___________________________________________ Address: ______________________________________________________________________________________ Committee Preference: 1st Choice: Committee Preference: 2nd Choice: On behalf of the Board of Directors, we look forward to having you on our volunteer leadership team! ‐Deb Hagen, President San Diego–Imperial Chapter Cell: 619‐917‐6897 email@example.com
Winter Edition - February 2012- May 2012 Spring Edition Page 23 Page 23The Bottom LineThe Bottom Line The Newsletter of the San Diego-Imperial Chapter The Newsletter of the San Diego-Imperial Chapter HFMA ‐ San Diego Imperial Chapter Financial Performance Ten Months Ended March 30, 2012 Balance Sheet Mar 30, 2012 May 31, 2011 Assets $124,597 $143,713 Liabilities and Fund Balances $124,597 $143,713 Income Statement YTD 3/30/12 Act YTD 3/30/12 Bud Variance Revenue $43,798 $71,240 ($27,442) Expenses $68,330 $81,182 ($12,852) Net Income ($24,532) ($9,942) ($14,590) For more information go to our website at www.hfmasandiego.org Editorial Policy: The statements and opinions expressed in articles or features are those of the author(s) and do not necessarily reflect the views of the HFMA San Diego/Imperial Chapter or the editor. The Editorial Board reserves the right to edit material and to accept or reject contributions whether solicited or not. All correspondence is assumed to be released for publication unless otherwise indicated. All rights reserved. For any questions or comments, regarding this newsletter, please contact Chris Udell at Christopher.firstname.lastname@example.org For more information visit our website at www.hfmasandiego.org