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Live In Person Seminars

PDGM 2020 Virtual Summits


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Key Insights | Best Practices | Lessons Learned

This summit is now virtual!

Details with the link for attending virtually will come closer to the event.

All who want CE's must be registered for the event.

Please contact Ryan Crawford @ with additional questions.

In partnership with the National Association for Home Care & Hospice (NAHC), the NAHC Forum of State Associations, the Home Care and Hospice Financial Managers Association, and the Home Care Technology Association of America, the Ohio Health Care Association along with the Ohio Council for Home Care & Hospice are hosting a PDGM Summit on April 7, 2020 Columbus, Ohio.

This one-day intensive PDGM summit will focus on content related to on-going performance improvement in financial, clinical, operations, and data analytics. This is not your 'run-of-the-mill' PDGM event! Instead, these comprehensive programs are based on real-time, nationwide experiences. Nationally-recognized faculty with the deepest understanding about how to achieve success in PDGM will present timely information based on current data. Comparable in format to the intensely valuable 2019 Summits, the PDGM 2020 National Summits will be your key to thriving under PDGM. The major difference is that we are now in PDGM and will have the experiences and data to fully determine the ingredients for success.
Program Schedule
(Updated 3/25)

Tuesday, April 28
Eastern time zone
Central time zone

Wednesday, April 29
Mountain time zone
Pacific time zone

8:30am ? 9:00am Overview

9:00am ? 10:15am Operations

PDGM has required HHAs to examine overall operations structure and day-to-day management. Changes were needed throughout HHAs to meet the demands of PDGM. HHAs must quickly determine what is working and what is falling short of their expectations. Any needed modifications in operations must be put in place sooner rather than later to thrive under PDGM. Operational areas most affected by PDGM include referral and sales management, intake, revenue cycle, operational reporting, and order and supply management. Change management must be handled throughout your organization. This session focuses on the operational practices that have demonstrated early success and long-term potential for fully positive outcomes.


Outline the operational changes that are showing reliable signs of early success and those that are not working as hoped;
Define key areas of operations that are showing the greatest need for additional changes and how to initiate that change; and
Identify new skill sets needed in HHA management triggered by lessons learned in PDGM Q1.

10:15am ? 10:30am Break

10:30am ? 12:00pm Clinical

PDGM has triggered a re-examination of clinical practices within HHAs nationwide. Documentation, diagnosis coding, care planning and care coordination are at the top of the list of best practice clinical strategies that have been employed. Are your changes resulting in the best outcomes? This session focuses on the lessons learned in Q1 in blending clinical practice and financial management to achieve the best patient and business outcomes in the new world created by PDGM.


Describe how interdisciplinary care planning achieves cost effective and appropriate skill mix, including therapy utilization under the PDGM;
Evaluate the impact of how changing case mix affects resource and skill set needs in your organization;
Identify the best practice clinical strategies for managing LUPA thresholds and 30-day unit as defined by PDGM;
Recognize essential steps to success in documentation acquisition and management to support an accurate primary diagnosis and timely claim submission; and
Define the Clinical Manager role in the Clinical Team?s success under PDGM, including the significance of effective case conferencing and case management.

12:00pm ? 12:30pm Lunch Break

12:30pm ? 1:45pm Financial

Thriving (or even surviving) under the PDGM payment reform requires a clear understanding of how PDGM is affecting the financial outcomes of a home health agency. This session explores the fundamental steps necessary for home health agencies to assess whether the initiatives taken to prepare for PDGM are in place and working, the options for mid-course corrections in PDGM financial management, trends in the impact of PDGM, cash flow remedies, and planning for 2021.


Measure the early trends in PDGM financial impact on your organization including cash flow management under the new RAP model;
Recognize how to determine whether your revenue cycle management fits your agency under PDGM and what steps are needed to bring it to top performance; and
Identify clinical and operational practices that lead to the most favorable financial outcome under PDGM.

1:45pm ? 2:00pm Break

2:00pm ? 3:15pm Business Analytics

Increasingly, HHAs are recognizing the value of robust reliable business analytics in managing the change to PDGM. Real time data availability and early analysis of the key performance indicators in PDGM are important ingredients to early success in PDGM. This program is a deep dive into the early key data analytics that can help define whether your organization is on track for PDGM success or whether corrective action is needed. Through the assistance of IT and EMR partners across the country, this program will offer an intensely valuable first look at PDGM action and outcomes within the overall HHA community. That impact analysis and useful benchmark data can help guide your agency to success in CY 2020 and beyond.


Achieve meaningful insights on clinical categories, utilization and other characteristics using claims data from PDGM Q1;
Provide data drill downs on LUPA, lengths of stay and other operational metrics under PDGM Q1; and
Obtain the insights needed to connect the data analytics tools to operational, clinical, and financial actions needed to ensure maximum value and PDGM success.

3:15pm ? 4:30pm Open Forum

Finance Keith Boroch McBee
Finance David Hoover Axxess
Clinical Karen Vance BKD
Clinical Sharon Harder C3 Advisors
Operations Raymond Belles BKD
Operations Keith Boroch McBee
Data Analytics Raymond Belles BKD
Data Analytics Rob Simione Simione Healthcare Consultants
Attendance for the entire program is required to earn Contact Hours. A copy of the completed Continuing Education Certificate must also be submitted. This program will provide contact hours to RNs,LPNs.

All CE's information will be handled by NAHC.
As a member of OHCA we invite you to register at the discounted member rate, use OHCA2020 Promo Code when registering to take advantage of the lowest rates. As a reminder, the promo code is entered at the very end of your registration before the payment. So the discount will not show up until then.

Members - $225, plus optional $75 for the recording
Nonmembers $375 plus optional $100 for the recording

If you have a promo code, it can be applied at the check out.