Spring Edition 2012 Pdf V.3

Winter Edition - February 2012- May 2012
Spring Edition Page 1
Page 1

The Bottom Line
The 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

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Membership Update

By: Jennifer Sievers

Our 2011/2012 year is coming to an end and Welcome Aboard New Members
we have had a great membership year! We
February 2012– April 2012
have increased our membership from last
year by 5%. The membership team has been Jon Clark VP Sales FSSI
working hard and just in the last three Mark Bockhold Business Development Accretive Health
months we are happy to welcome 24 new Christina Valdes Controller El Centro Regional Med Center
members and are Aaron McDaniel Director PFS & Registration El Centro Regional Med Ctr
continuing to grow!!!! Teresa Penuela Accounting Manager El Centro Regional Med Ctr
Fahd Benabdeljalil Financial Analyst Sharp Grossmont Hospital
As we start to approach the summer months
Roger W. Lindsay Executive VP, Sales & Marketing CentraMed
please do not forget our great member get a
Cindy Bertrand Audit Partner BDO
member programs. Let’s all challenge
Michael Roulan Director of Budgeting & Forecasting UCSD Health Ctr
ourselves to tell co-workers and
Kevin A Roy Managing Director Healthcare Finance Partners
professionals in our industry about the great
Hillary Hays Account Manager Aerotek
benefits and networking that HFMA offers. I
Carol Burke Sr Director of Marketing AMN Healthcare
challenge each member to bring on a new
Tom A Blankenship Hammond Hanlon Camp
member to our wonderful organization in the
Laura Johnston Coding Manager El Centro Regional Med Ctr
2012 - 2013 year.
Melissa Polly Marketing Director AMN Healthcare

I have really enjoyed being the Membership Jill Dewart District Manager Sodexo
Chair for this year. We have a great board Julia Monell Manager, Quality Control A/R Sharp Healthcare
and Most of all the BEST members any Adam Hawkins Info See Reg. Director Cynergistek
chapter could ask for. Thank you for having
Drew Reynolds VP, Strategic Accounts CareFusion, Integrated Sales
me, it has been an honor.
Barbara Lefkarites Project Coordinator CA-NV Public Health Training Ctr
I want to welcome our new Membership
James G Malone Sr VP, CAO Kaiser Permanente
Chair for 2012 - 2013 – Stephany Vurik and
Co-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 Health
Thank you-Jennifer Sievers

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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:
jsievers@acclivityhealthcare.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.

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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.

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Benefits of Sponsorship
Benefit Gold Silver Bronze
Per program cost x
Annual category x x
Special Recognition at each program x x
Opportunity to sponsor a complete program at location of your choice x x

Company logo and description displayed all year on SDI HFMA website x x

Up to two complimentary registrations at each program x x x

Up to three complimentary registrations at each program x x

Up 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

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Sponsorship Levels

Gold – Annual category at $3,000. Gain significant market exposure, position key products and access your key
regional leaders. This sponsorship level indicates your commitment to our SDI HFMA organization throughout the
year. You receive special recognition at each program and you will have the opportunity to sponsor a complete
program at a location of your choice. By underwriting our events keeping member costs low you will be provided
special recognition on our SDI HFMA website with your company logo and a description of services all year, and
up to four (4) complimentary registrations at each program (based on space/availability), additionally we will post
your logo on the back of the program agenda at each meeting and display it on a PowerPoint along with our other
sponsors at the beginning of each meeting. You will also be provided either a vendor table or an opportunity to
address our members to introduce your company’s solutions and products (this depends on the size of each venue
and/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 HFMA
organization throughout the year. You receive special recognition at each program and you will have the
opportunity to sponsor a complete program at a location of your choice. By underwriting our events keeping
member costs low you will be provided special recognition on our SDI HFMA website with your company logo
and a description of services all year, and up to three (3) complimentary registrations at each program (based on
space/availability), additionally we will post your logo on the back of the program agenda at each meeting and
display it on a PowerPoint along with our other sponsors at the beginning of each meeting. You will also be
provided either a vendor table or an opportunity to address our members to introduce your company’s solutions
and products (this depends on the size of each venue and/or agenda logistics). Offered at $2,000, the annual
sponsorship 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 the
program (based on space/availability), your company logo and service description from the point of commitment
to sponsorship until after the program and recognition at the program. This sponsorship level allows your
company to target specific programs (unless sponsored by a particular vendor) that relate most closely to your
products or services. You will also be provided either a vendor table or an opportunity to address our members to
introduce 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 allowing
for rapid approval. However, SDI HFMA is not able to guarantee space for each separate event since some events
are sponsored by a particular vendor. Interest in sponsorship has increased dramatically and we have begun
limiting the total number of vendors that formally sponsor So CA HIMSS. We also strongly encourage our vendor
sponsors to distribute the program brochure to their mailing list. Many of our sponsors see this as an opportunity
to host their clients and target programs that relate to their products and or services.

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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 by
providing events that are meaningful, at locations close to you, with dates and times that work best
for you.

Please email Margie at mad7@pph.org

WE WANT TO HEAR FROM YOU!!!

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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 Vega
Scripps 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 Week
San 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 TBD

This 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 information
Suggestions for educational sessions are always welcome. Please contact Margie D at mad7@pph.org with any suggestions or comments.

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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
andrea.l.jacoby@kp.org

Suggestions for social events are always welcome. Please send a message to Andrea Jacoby at

andrea.l. jacoby@kp.org with any suggestions or comments you may have.

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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. jacoby@kp.org with any suggestions or comments you may have.

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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 Gregory
M. 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 their
communities.”

With the announcement, HFMA will soon begin its search for a successor, ensuring a smooth transition for
HFMA’s 37,000 members across the nation. A search committee has been formed of volunteer leaders with diverse
HFMA and industry experience to best represent the association’s members in this effort. This committee will work
with 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 former
chair 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 Health
in 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 Rush
University 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 by
the dedication of HFMA members not only to the association, but to their role in improving our nation’s health. It
has been an honor to serve with them and to support the mission of HFMA.”

HFMA National News

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The Department of Health and Human Services has proposed postponing by one year the
deadline 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 original
Oct. 1, 2013 deadline in an effort to reduce “administrative burdens” for providers who said they
were concerned about implementing the new system. The new compliance date would give
providers more time to prepare and fully test their systems to ensure a smooth transition to the
new code sets, HHS said.

Richard Gundling, FHFMA, CMA, vice president of healthcare financial practices at HFMA, said
the 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, the
urgency 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 plan
identifier under the Health Insurance Portability and Accountability Act of 1996. The identifier
would be used by all health insurance plans and allow providers to automate and simplify their
billing processes and other transactions.

“The new healthcare law is cutting red tape, making our healthcare system more efficient and
saving money,” Sebelius said in a news release. “These important simplifications will mean
doctors can spend less time filling out forms and more time seeing patients.”

HHS estimates that establishing the unique health plan identifier would save providers and
health plans up to $4.6 billion over the next 10 years.

Reproduced from HFMA healthcare financial news
http://www.hfma.org/Templates/BlogPost.aspx?id=31708 Used with permission.www.hfma.org

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Replacing federal funding would be key obstacle
State officials plan to press forward with federal healthcare reform even if the U.S. Supreme
Court 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 as
possible, 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 move
forward” and that the state would have to first balance its budget “to get California on strong
footing to do any of this work.” The state is currently running a budget deficit estimated to be
between $15 billion and $20 billion.

Dooley said a priority would be building California’s Health Benefit Exchange, which would
provide 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 it
received from the federal government in 2010.

California has already launched a number of healthcare reform programs ahead of time
through the state’s Bridge to Reform, a Medicaid 1115 Waiver that qualifies the state for federal
matching funds. It includes the launch of a Low-Income Health Plan—an early form of
Medicaid expansion—that has already insured more than 375,000 state residents. Some
lawmakers 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.

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If the individual mandate is struck down by the Supreme Court but the rest of the
healthcare law is upheld, it’s expected that about one million fewer California residents would
acquire insurance, according to a study by the UCLA Center for Health Policy
Research.

But if the entire PPACA is struck down, the state would be hard pressed to come up with the
funding it would need to pursue all provisions of healthcare reform. A study by the
Kaiser Family Foundation estimates the state is due to receive between $45 billion and $55
billion in federal funds from 2014 to 2019 to implement healthcare reform initiatives, or about
$7.5 billion to $9.1 billion per year.

“The state would need to come up with a lot of additional revenue to even partially fund
healthcare reform initiatives,” said Dylan Roby, an assistant professor at the UCLA School of
Public Health. Roby said the development and launch of the state’s health exchange would be
one thing the state could manage without additional federal assistance.

Additional state revenue could be produced by a November ballot initiative proposed by
Gov. Jerry Brown that would raise the state sales tax by one-quarter of 1% for four years and
raise state income taxes on individuals with annual incomes of $250,000 or more. If approved,
the ballot measure would generate an estimated $5 billion in revenue each year to help offset
future budget cuts and balance the state budget.

—Doug Desjardins

Reproduced from California Healthfax ©2012 HCPro Inc.,
75 Sylvan St., Danvers, MA, 01923; 800/753-0131; hcprocustomerservice@hcpro.com. Used with permission.

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Size of program questioned by advocacy group
Four counties in the state have been selected to take part in a demonstration project to transition
dual-eligible Medicare-Medicaid patients into managed care.
The Duals Demonstration pilot program, which could eventually include up to 10 counties, still
must be approved by the Centers for Medicare & Medicaid Services (CMS). The counties chosen to
take part in the launch are Los Angeles, San Diego, Orange, and San Mateo. The goal of the
program is to coordinate care for a patient population that uses the healthcare system frequently
but tends to get fragmented care.
“Currently, most dual-eligible beneficiaries access services through a complex system of
disconnected programs that often leads to beneficiary confusion,” said Toby Douglas, director of
the state Department of Health Care Services (DHCS). “The goal is to design a seamless system
that helps dual-eligible beneficiaries get the healthcare they need and improve health outcomes in
a more fiscally efficient manner.”
The three-year program is scheduled to launch in January 2013 with enrollment in the four
counties 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% of
total Medicaid enrollees but generate 39% of Medicaid spending in an average year. They also
represent 16% of Medicare enrollees but account for 27% of total Medicare spending. In 2005, the
average dual-eligible patient generated $20,000 in healthcare spending, about five times more than
the 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 $1
billion in savings in fiscal 2014. The savings would be achieved in part by improving preventive
care to preclude unnecessary hospitalizations and nursing home admissions.

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But the fact that the program will launch with such a large number of patients —approximately
500,000 of the of the state’s 1.1 million dual-eligible beneficiaries live in the four counties that will
take part in the launch has raised concerns. Deborah Doctor, a legislative advocate for Disability
Rights California, said she expected the demonstration plan to launch with a smaller number of
patients to allow plan coordinators to make any necessary adjustments before rolling it out to
larger group.
“To start a pilot program with 50% of the dual-eligible population in the state when there’s no
track record for this type of program is a concern,” said Doctor. “I don’t understand why the state
feels the need to move at this scope and pace.”
Doctor said the state may be better served to wait for the results of a study being funded by the
California HealthCare Foundation that is assessing a recently launched state program that is
transitioning 380,000 senior and disabled Medi-Cal patients into managed care. The results of that
study are due to be published by the end of the year.
The DHCS said the counties were chosen based on a review of proposals submitted by 22 health
plans operating in 10 counties and that larger counties are typically the only ones that have
established plans in place. “Counties with existing Medicare and Medi-Cal managed care plans
were chosen,” said DHCS spokesman Tony Cava. “Small counties do not generally have Medi-Cal
managed care. San Mateo is the exception, a smaller county with established Medicare Dual
Eligible Special Needs Plans and a Medi-Cal managed care contract.”
The state expects to have all 1.1 million dual-eligible beneficiaries transitioned into managed care
plans by 2016. California has already transitioned 4.5 million of its 7.6 million Medi-Cal patients
into managed care plans as part of an ongoing program

—Doug Desjardins
Reproduced from California Healthfax ©2012 HCPro Inc.,
75 Sylvan St., Danvers, MA, 01923; 800/753-0131; hcprocustomerservice@hcpro.com. Used with permission.

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Volunteer and Rewards!

Since its inception in 1960, the Founders Merit Award Program has served to acknowledge
the volunteer contributions made by HFMA members. Over the years, the Founders Merit
Award Program evolved to include ties to certification, membership, and education--all
tangential 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 HFMA

The 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 Haluska

Chapter members can view their Founders points on the HFMA National web site under Manage My
Account 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 the
Chapter’s Founders Award Chairperson.

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By: TIM NGUYEN, CHFP Certification Committee Chair

Becoming a Certified Healthcare Professional (CHFP) is a significant accomplishment. It distinguishes
you as a leader and high-level professional in the healthcare finance industry. It reflects a deep
personal commitment and sense of accountability that inspires credibility and confidence in your
professional knowledge. Through HFMA Certification Programs, you can show your dedication to
high standards in the industry.
The CHFP exam explores numerous aspects of Health Care Finance.
 Revenue cycle
 Budgeting & forecasting
 Financial reporting
 Internal controls
 Disbursements
 Contracting

The Health Care industry is continuously evolving; the CHFP exam will strengthen your area of expertise and improve
your 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 to
expand their skills and knowledge with the HFMA Advanced Technical Study Certificate programs. While these
programs are not certification programs like the CHFP or FHFMA, they can help you prepare for them. These Advanced
Technical Study Certificate programs are online educational programs that award a certificate after completing one of
the programs listed below.
 Mastering Patient Financial Services
 Mastering Healthcare Accounting and Finance
 Mastering Managed Care

The 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 at
tim.nguyen@pph.org.
As always, should you have any questions you can email me directly at tim.nguyen@pph.org, send an email to HFMA
at certification@hfma.org or visit the HFMA certification webpage at http://www.hfma.org/certification/.

“Remember, if you are not constantly learning and
improving, then you are actually falling behind”

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.

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
jhaluska@me.com, 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

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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

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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

.

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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
dhagen11@gmail.com

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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.udell@pph.org

For more information visit our website at
www.hfmasandiego.org

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