2024 Annual Conference & Expo

                        May 20-23, 2024 | Rancho Mirage, CA
                        The Westin Rancho Mirage Golf Resort & Spa

                       Click for Registration Details

Select + next to each track to view details (must be a registered attendee to access handouts)

TUESDAY, MAY 21, 2024 | 9:00am - 10:00am
Bill Dombi
K100 | Home Care and Hospice 2024: National Update from Washington

Bill Dombi, National Association for Home Care & Hospice (NAHC)

Congress and federal agencies took numerous actions in 2023 and 2024 that involve federal health care programs including Medicare and Medicaid that significantly affect home care and hospice. These changes will impact quality of care standards, program integrity requirements, and payment rates in 2024 and beyond. It is essential that providers of health care at home continue to stay aware of these changes to continue to provide high quality of care, remain compliant with the myriad of participation requirements, and obtain fair reimbursement for the services rendered.  In addition, today’s greatest pressure point for all providers of care at home is the workforce shortage. Federal action is underway, taking steps to improve the availability of qualified caregivers of all disciplines. This program provides the up-to-the-minute update on what Congress and federal agencies are doing affecting home care and hospice.                                          

 K100 Handout

WEDNESDAY, MAY 22, 2024 | 9:00am - 10:00am

Lori Hoffner

K200 | The “Success-Energy” Equation - “Beat Burnout. Harness your Energy. Streamline Success.”

Michelle Cederberg, Live Out Loud, Inc.

In this high-energy keynote, Health and Productivity Expert Michelle Cederberg shares research from her latest book The Success-Energy Equation. After years of studying top-in-class professionals she’s uncovered obvious, though rarely recognized, or exercised ways to streamline success, reduce stress and eliminate exhaustion.
From fail-proofing your routines, to clarifying your goals, and finally breaking free from the traps of distraction, Michelle uncovers a powerful combination of scientific facts, health truths, and laughable human behaviors that when implemented, will set you apart from the average ambitious individual and help you solve your own personal formula for success in profound ways.


THURSDAY, MAY 23, 2024 | 9:00am - 10:00am
Tyler EnslinK300 | It's About Patient Care - How YOU Show Up Matters

Vicki Landers, In Progress Coaching

Healthcare professionals are faced with overwhelm, stress and constant change. In this thought-provoking talk, Vicki shares powerful strategies that demonstrate how the improvement of patient care is in each of our hands. Learn an empowering framework you can implement right away to increase the effectiveness of your organization.


H100 | Tuesday, May 21, 2024 | 10:15am - 11:45am

Hospice Medical Review
Melinda Gaboury, Healthcare Provider Solutions, Inc.

Hospice is on the hot bed of Medical Review in 2024. This session will take agencies through the winding road of Medicare scrutiny. While billing the Medicare benefit and getting paid relatively easily, there is always a risk of things being reviewed at some point and what can you do to avoid denials. This session will also discuss PEPPER reports and other data analysis that agencies will need to review to ensure that their risk from medical review is limited. Don’t be caught in the comfortable position of believing that everything is okay. Attendees will take away information that will assist in assuring that your hospice truly is prepared for a call for medical review of their charts.

H200 | Tuesday, May 21, 2024 | 1:45pm - 3:15pm

Delirium, Depression, & Anxiety at End of Life 
Dan Morrow, Enclara Pharmacia

Discuss the differences between the 3 symptoms, the palliative care approach, and the differences in treatment. Objectives include:

  • Differentiate the presentation of delirium, depression and anxiety
  • Identify the principles of a palliative care approach to  delirium, depression and anxiety
  • Recommend appropriate symptom management of delirium, depression and anxiety

H200 Handout

H300 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm

NGS Medicare Hospice Update. Documenting Care: A Roadmap for Medicare-Certified Hospice Agencies
Erin Musumeci, National Government Services (NGS)

The purpose of this session is to enable attendees to keep up to date of recent changes to the Medicare Federal Hospice regulations and gain the knowledge and resources necessary to enhance documentation practices within their organization. We will identify current updates from the medical review department, with a review of current medical review audits, how to avoid Medicare claim denials, and provide the most current references and resources as well as NGS contact information and self-service tools to assist and support hospice providers regarding Medicare Regulations. Objectives include:

  • Provide a detailed understanding of relevant changes to the federal Medicare Hospice Regulations
  • Review updates regarding Medical Review TPE audits in hospice and offer hospice providers resources and tools to assist in avoiding documentation errors.
  • Offer up to date references and resources to assist the provider in their day-to-day Medicare workload and answer content specific questions.  

H300 Handout

H400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm

Understanding and Successfully Managing the Hospice CAP
Brian Lebanion, Wipfli

This presentation aims to provide a comprehensive overview of the Hospice Cap (Capitation), a crucial aspect of hospice reimbursement. Hospice agencies face significant financial implications if they exceed the cap, making it vital for professionals in the field to understand how the cap works and how to manage it effectively. This informative session will break down the intricacies of the Hospice CAP, offering practical insights to help hospice administrators, clinicians, and billing professionals navigate the complex regulatory landscape and optimize their financial operations. Objectives include:

  • Understand the Fundamentals of the Hospice Cap
  • Explore Strategies to Manage and Mitigate Hospice Cap Liability
  • Master Compliance and Documentation Best Practices

H400 Handout

H500 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm

What I Wish I Would Have Known: Stories from the Field
Raianne Melton, Axxess Technology

The journey of nurses in hospice can often be described as “learn as you go.”  With experience, we discover practices that can enhance and streamline our hospice clinical practices, ultimately improving our clients' hospice experience while meeting regulatory requirements.  Hospice and Palliative Care is a specialty practice most nurses do not receive training for in nursing school.  When a nurse accepts a position with a hospice and palliative care organization for the first time, it is highly likely that they have no experience in community-based end-of-life care.  This presentation aims to share wisdom and clinical practices learned that hospice and palliative care nurses can apply in their practice today. Objectives include:

  • Describe 2 reasons why identifying gaps in your practice can elevate your care of hospice patients.
  • Describe 2 clinical practices that you will implement in your practice.
  • Describe 2 practices that improve regulatory compliance that you will implement in your practice.

H500 Handout

H600 | Wednesday, May 22, 2024 | 3:30pm - 5:00pm

It Takes a Village: Ensuring Patients are Eligible for Certification and Re-certification
Raianne Melton, Axxess Technology

Documenting to the hospice diagnosis is essential for demonstrating why a patient is eligible for hospice admission and re-certification.  Staff struggle with describing small declines that are essential in ensuring that patients continue to receive needed hospice services. For many hospices the burden falls to the RN Case Manager, when in reality, the entire IDG is responsible for documenting patient eligibility.   Objectives include:

  • Describe 2 regulatory components required for hospice certification and re-certification.
  • Apply 2 examples of documenting to the terminal diagnosis that supports certification and re-certification.
  • Learn how all members of the IDG contribute to eligibility.

H600 Handout

H700 | Thursday, May 23, 2024 | 10:15am - 11:45am

When your Hospice patient stays longer than expected…
Annette Lee, Provider Insights, Inc

CMS says there are “unlimited benefit periods” in hospice, but only if the patient has a six-month prognosis.  It is hard for these two things to seem aligned and CMS’ scrutiny of hospices with greater than six month stays is on the rise.  How do hospice agencies ensure they are compliant and reduce the risk of audits and denials?  Documentation is key- and the LCDs used in a variety of ways will be the way to the auditors’ heart- and correct payment!  BONUS TOOL- “The Four Roads to Eligibility” 

H700 Handout  |  H700 Referral Triggers

M100 | Tuesday, May 21, 2024 | 10:15am - 11:45am

Survey Time Again? Where to Begin? Am I Ready?
Sharon Fredrichs, S&S Home Care Consulting | Ginny Kenyon, Kenyon HomeCare Consulting

Three years go quickly. You begin asking, "Am I ready?"  Think 'internal mock survey'. Know the difference between compliance and quality and specific regulations. During this session each attendee will conduct a focused mock survey of your agency. Come prepared: be familiar with the findings of your last survey. Not a QA Person? Attend and experience how a mock survey can be fun and easier than you think. Objectives include:

  • Understand the reports surveyors study before arrival, including your last survey.
  • Understand the reports surveyors study before arrival, including your last survey.
  • Discover how using the knowledge of regulations with the right tools and some practice and determination, you too, can conduct a mock survey. 

M100 Handout

M200 | Tuesday, May 21, 2024 | 1:45pm - 3:15pm

NGS Trends in Home Health: New News is Good News!
Erin Musumeci, National Government Services (NGS)

This educational session has been designed to provide a thorough review of Medicare compliance information with a focus on updates and changes to home health federal Medicare regulations, current medical review audits and how to avoid Medicare claims denials for home health. Attendees will be offered up-to-date references and resources, as well as NGS contact information for future questions regarding Medicare regulations. Objectives include:

  • Provide a detailed understanding of relevant changes to the federal Medicare home health regulations.
  • Offer home health providers information regarding the current auditing of claims, claim denials, and explore ways to avoid documentation errors.
  • Deliver current references and resources to assist the provider in their day-to-day Medicare workload. 

M200 Handout

M300 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm

5 Proven Strategies For Increased Patient Referrals and Revenue Growth
Mark Wilson, Wilshire Health & Community Services, Inc. / Wilshire Business Partners

Home Health and Hospice leadership, managers and sales/marketing professionals will learn tested and proven techniques and strategies that drive sales performance with increased patient referral volume and substantial revenue growth. Change your organizational mindset from an agency centric focus to a consultative approach that emphasizes the value of creating unique solutions and measurable results for referral partners. 

M300 Handout

M400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm

Home Health Value Based Purchasing - Where Do We Stand in 2024?
Melinda Gaboury, Healthcare Provider Solutions

HHVBP Expansion began January 2023 and continues, with changes proposed for 2025.  This session will review the current status of the HHVBP outcome measures and the most recent IPR reports.  5% of agency reimbursement is at risk in this model for each year and this session will review the calculations and help agencies to determine where they stand. Objectives include:

  • Detail analyze the current Interim Payment Reports.
  • Outline specifics of the 2025 Proposed Changes.
  • Review Best Practices for evaluating the agency's ranking within their cohort.

M400 Handout

M500 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm

Elevating Home Health Care through CAHPS: Understanding, Implementing, and Improving Patient Experience
Brian Lebanion, Wipfli

This presentation is a comprehensive guide to the integration of CAHPS (Consumer Assessment of Healthcare Providers and Systems) in home health care. Join us to gain a thorough understanding of CAHPS, its significance in measuring and enhancing patient experience, and strategies for successful implementation. Discover how home health agencies can utilize CAHPS data to improve patient-centered care and achieve higher quality outcomes. Objectives include:

  • Master the Essentials of CAHPS in Home Health
  • Implement CAHPS Effectively in Home Health
  • Improve Patient-Centered Care through CAHPS

M500 Handout

M600 | Wednesday, May 22, 2024 | 3:30pm - 5:00pm

Medicare Advantage:  Digging in the Details
Melinda Gaboury, Healthcare Provider Solutions, Inc.

Home Health providers are grappling with the shift in the Medicare eligible population into Medicare Advantage Plans (MA Plans). Providers are asking: What are the implications of current demographic trends? What operational and financial issues should providers expect as their payer mix shifts to mostly Managed Care? Being successful in this environment of these payer mix changes requires agencies to understand their costs of treating these patients and other impacts on their operations on an individual contract basis. The days of Original Medicare being the primary payer have passed.  Agencies must determine how they will successfully participate with Medicare Advantage Organization benefit plans. Objectives include:

  • Outline successful contracting review and how to decide a MAO contract is good for the agency.
  • Review the details of verification and authorization of Medicare Advantage patients.
  • Detail best practices for successfully maneuvering the Medicare Advantage program.

M600 Handout

M700 | Thursday, May 23, 2024 | 10:15am – 11:45 am

Catching up with Home Health Reforms: Operational changes to assure VBP success
Arnie Cisneros, Home Health Strategic Management

Recent Home Health reforms have rewired our model in Value terms. PDGM, VBP, and future changes will continue to challenge Providers to remain successful, as the reforms relate directly to financial outcomes. Most agencies struggle to find PPS-level success in the Value era because the changes require ongoing modification to long-standing HH operations. This progressive presentation breaks down the reforms and outlines changes necessary, how to install and maintain them, and how to lead a successful culture change in your agency. Don't miss this important presentation and start on the path to success today! Objectives include:

  • Outline recent HH changes (VBP) and how they relate to clinical and fiscal outcomes 
  • Identify VBP relevant areas in the CMS HH model, and establish benchmarks for success
  • Connect VBP benchmark goals with Operational changes for success in both clinical and financial terms

M700 Handout

M800 | Tuesday, May 21, 2024 | 10:15am - 11:45am

Social Determinants of Health and the Impact on Your Outcomes
Lisa Selman-Holman, McBee Associates | Michelle Horner, McBee Associates

Social Determinants of Health (SDoH) are part of a CMS initiative for health equity. New OASIS-E items can be used to screen your patients for increased risk of hospitalization and poor outcomes. Zeroing in on the data obtained from these items can lead to more individualized POCs leading staff to prioritize care, keep patients out of the hospital, and increase patient satisfaction. Objectives include:

  • Identify the Social Determinants of Health OASIS E items.
  • Explain the impact SDoH can have on outcomes.
  • Explain how to use SDoH to improve outcomes.

M800 Handout

M900 | Tuesday, May 21, 2024 | 1:45pm – 3:15pm

Synergy Between Risk Adjustment and Quality Improvement
Lisa Selman-Holman, McBee

Risk adjustment is essential when comparing quality of care across providers when home care agencies provide services to populations with different characteristics. Regrettably, the complex nature of home health risk adjustment frequently has leaders and clinicians left scratching their heads. Understanding risk adjustment is key for quality improvement. This session discusses the fundamentals of accurate risk adjustment: high-quality connections with referral sources, accurate comprehensive assessments and coding, and CMS data submissions. It will review the 2024 model and how the updates change clinician assessments, plan of care development, and agency processes including acceptance of patients. Objectives include:

  • Describe three fundamentals of success in risk adjustment
  • Compare and contrast the 2023 risk adjustment model with the 2024 model
  • Discuss clinical and process strategies to improve risk adjustment accuracy

M900 Handout

M1000 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm

Home Health: Managing Operations and Revenue Through Clinical Process 
Lisa Selman-Holman, McBee

Continued reimbursement cuts in the home health industry create the need for the most efficient and effective processes. Documentation, diagnosis coding and OASIS accuracy is key for keeping revenue cycle operations on track and optimizing reimbursement. This session will discuss the importance of integrating the clinical team with your financial team to maximize reimbursement and meet revenue goals. This session will examine key clinical KPIs for admission source, clinical groupings, co-morbidity, and functional distribution to ensure the most outstanding value is being captured. Attendees will be able to pinpoint critical gaps throughout their revenue cycle processes that may negatively impact coding, OASIS, and claims submission processes. Objectives include:

  • Learn keys to optimizing data collection at intake 
  • Identify best practice revenue cycle operational processes for managing accurate documentation
  • Analyze key metrics impacted by diagnosis coding and OASIS coding that impact reimbursement 

M1000 Handout

M1100 | Wednesday, May 22, 2024 | 10:45am – 12:15pm

Producing Single-digit Readmissions in Home Health 
Arnie Cisneros, Home Health Strategic Management | Kimberly McCormick, Home Health Strategic Management

Volume to Value (V2V) reforms have rewired the Home Health model in terms of care development and delivery since the introduction of PDGM. Earlier this year, Value-based Purchasing was installed for Home Health, connecting payment levels to outcomes for the first time in our industry. A review of the requirements for the VBP bonus reveals outcomes rarely seen to date in HHCAPS, Readmission, Timeliness, and Clinical Outcomes. HH Re-admissions must be in the single-digits if a Provider hopes to qualify for the VBP bonus, and most Providers post readmit levels in the mid-teens. This session will review agencies who have posted single-digit readmits under PDGM to identify best-practices that reduce re-admissions to single-digits. Case studies will outline how to start on the path to single-digit re-admissions in your agency. Objectives include:

  • Review HH history of readmission through PPS and under PDGM
  • Demonstrate prime drivers of HH re-admissions 
  • Outline readmission requirements for VBP bonus qualification and Propose Operational Model that produces single-digit re-admissions 

M1100 Handout

M1200 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm

Winning Strategies from Five Star Agencies!
Annette Lee, Provider Insights, Inc

Are you still struggling with your five star rating?  Feeling like you have hit a brick wall?  We will empower you in this session with all of the winning strategies from agencies across the nation who have turned their lackluster rating into a 4-5 Stars!  Come learn and discuss why this rating is a moving target, the changes to the ranking over time- and how a holistic approach from layered OASIS training, to a standardized approach to assessment, as well as quality oversight can make your agency a Five star winner!  BONUS- “At a glance” TOOL for OASIS items overlapping in Five Star, HHVBP and PDGM. 

M1200 Handout  |  M1200 Mini POC HH  |  M1200 OASIS Impacts  |  M1200 PIP Rehospitalization  |  M1200 POC CHF

M1300 | Wednesday, May 22, 2024| 3:30pm - 5:00pm

OASIS Updates and Mythbusters!
Annette Lee, Provider Insights, Inc

We are on the cusp of another new OASIS!  OASIS E-1 will begin in 2025, with a few great improvements, yet we still have accuracy issues with OASIS E, and next year, CMS will begin to use the performance scores in GG0130 and GG0170 for the first time in HHVBP!  This session will cover the changes for E-1, but also provide simple real-life examples of the most common of OASIS errors and how to get these right—including a few “mythbusters” of common misunderstandings that agencies see time and time again!   BONUS TOOL- “Getting the GG’s RIGHT and decreasing CMS instances of taking the wheel!” M1300 OASIS Updates
M1300 Handout
M1400 | Thursday, May 23, 2024 | 10:15am – 11:45am

Whole Person Care: Chronic disease management for Susan in her home
Cindy Campbell, WellSky | Katherine Morrison, WellSky | Yancey McManus (Bond), WellSky

Susan is a resilient 70-year-old woman with late-stage CHF and diabetes.  Over the next year, she will need home health therapy, skilled nursing services, palliative and hospice care.  In addition to facing medical challenges, Susan lives in a food desert and unfortunately does not have family support.  With the silos so often dividing these settings, she typically would be seen and navigated through care as five different patients.   Join a discussion on how whole person care for Susan can deliver key differences in her experience and outcomes.  Explore the value of patient-centered, dynamic risk-based and predictive analytics-driven care within chronic disease management.  This approach not only can improve outcomes for Susan but broadly has the potential to transform the healthcare system by making it more sustainable, cost-effective, and patient-centric.  A real-world case study will provide actual results achieved by whole person care for patients facing many of the same challenges as Susan.

M1400 Handout

P100| Tuesday, May 21, 2024 | 10:15am - 11:45am

Growing Your Business Through Third-Party Payers
Greg Bean, Paradigm Senior Services

This session outlines the process of engaging with third-party payers such as Veteran Affairs (VA), Medicaid, and Medicare Advantage in the home care sector. It covers the benefits of payer diversification including increased revenue, competitive positioning, improved caregiver retention, and community impact. Attendees will learn practical strategies for navigating government and other 3rd-Party payer relationships. Objectives include:

  • Grasp the strategic value of diversifying payer sources like VA, Medicaid, and Medicare Advantage for risk mitigation, increased profitability, and competitive edge.
  • Understand the ins and outs of various Third-Party Payers (3PPs) available, exploring operational aspects and benefits pertinent to the home care sector.
  • Acquire actionable insights for starting, growing, and successfully managing a diverse payer mix to ensure streamlined operations and focused growth initiatives.

P100 Handout

P200| Tuesday, May 21, 2024 | 1:45pm - 3:15pm

What Should We Do Now? Build a science-based activity program for people with Dementia.
Dr. Lucy Andrews

This session will help your agency answer the question families and care staff often ask... how can I keep my loved one or client engaged, active and interested in day-to-day activities? If you have ever had a family come to you and say the staff isn't keeping my loved one active I come over and they are watching mindless TV on the couch. Well this session will help you by providing ideas and options that you can use to enrich the lives of your clients and help your staff come up with science based activities that help engagement. You will learn the reason and science behind engagement which helps people with dementia, why just saying we have staff that know dementia patients isn't good enough (legally) and how to add activities into your care plans that can improve engagement quality of care and patient and client satisfaction. 

P200 Handout
P300| Tuesday, May 21, 2024 | 3:30pm – 5:00pm

Mastering Sales & Field Marketing - R3 Reps:  Referrals- Recruiting- Retention
Melanie Stover, Home Care Sales

In this dynamic and engaging presentation, you'll discover cutting-edge techniques and tactics to help you stay ahead of the competition and achieve greater success in your growth efforts. Learning objectives for this session include:

  • Learn how to break free from "old" sales approaches and embrace new and innovative techniques that resonate with today's referral sources. Home Health and Hospice is a secret source of cross referrals! (With structure comes FREEDOM!)
  • Discover how to leverage remote marketing and your current clients to expand your reach and connect with a broader audience (in less TIME!)
  • Gain insight into the latest trends and best practices in private duty sales, and gain practical tips for applying these strategies to your own business. (One representative walked out with six referrals in hand - hear how she did it - and you can too!)

Whether you're a seasoned sales professional or just starting in the private duty industry, this session is not to be missed. Join us and get ready to take your field marketing & sales game to the next level!

P300 Handout

P400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm

Government Payors in Private Duty from a Provider's Perspective

Moderator: Brittnei Salerno, La Jolla Nurses Homecare

Panelists: Stacie Dollar, Around The Clock Care | Andy Howard, HomeCare Professionals, Inc. | Lia Smith, A Better Solution Home Care & Nursing |

Julie Wozniak, Vitale Nursing, Inc.

Have you ever wondered how your private duty agency might benefit from a contract with a government payor?  Come learn the ins and outs from other providers currently active in contracts such as the Veterans Administration, Medi-Cal and Regional Centers.

P400 Handout

P500| Wednesday, May 22, 2024 | 1:45pm - 3:15pm

California Home Care Services Bureau Update
Sonya Wilson, DSS California Home Care Services Bureau

The Home Care Services Bureau (HCSB) is responsible for licensing Home Care Organizations including processing applications, receiving and responding to complaints and conducting unannounced visits to ensure compliance.   HCSB is also responsible for the Home Care Aide application process and maintenance of the Home Care Aide Registry. California law established the Home Care Services Consumer Protection Act which, as of January 2016, requires Home Care Organizations to be licensed and creates a public online registry for Home Care Aides who have been background checked. This law is intended to promote consumer protection for elderly and disabled individuals who hire private aides to come into their homes and provide assistance with activities of daily living.

P500 Handout   |  P500 Additional Handout
P600| Wednesday, May 22, 2024 | 3:30pm - 5:00pm

New Employment Laws and Trends for 2024 and How to Avoid Claims      
Sam Sherman, Tencer Sherman 

  • Learn about new laws and cases in 2024 and how they affect your business. 
  • Discuss best practice to avoid employment law claims
  • Address trends in employment lawsuits
P600 Handout
P700| Thursday, May 23, 2024 | 10:15am - 11:45am

Operations: What's Your End Game?
Stacie Dollar, Around The Clock Care | Andy Howard, HomeCare Professionals, Inc.

Managing a Home Care Agency can be a daunting prospect in today’s environment of increased regulatory demands, staffing shortages, escalating wages, declining reimbursement, financial instability, etc.  Savvy operators who have identified and are committed to their ultimate goal are better able to navigate today’s hurdles and even turn those challenges into tomorrow’s opportunities.  To do so, it is critical to understand what the final goal or end game for your agency is.  Is the goal to grow?  To Sell?  To have a lifestyle company?    Whatever the objective, that goal should factor into the day to day thinking and ultimately dictate how a company operates.  In this session we discuss how to identify your goal and the pros and cons of different objectives.  We will cover in depth some of the key operational strategies to help guide you with making your home care agency a success, no matter what your end game may be.

P700 Handout

L100 | Tuesday, May 21, 2024 | 10:15am - 11:45am

Supercharge your team! Sales & Marketing Management for Owners, Administrators, & Managers
Melanie Stover, Home Care Sales

Now is the time to grow your agency by taking on more clients/patients. Grow your agency by double digits by adding sales representatives to conduct community outreach. Get the framework for hiring the right sales representative, interviewing strategies, and questions that help uncover a great R3 Rep! (Referrals, recruiting, retention) Objectives include:

  • What is an R3 rep and how to build them so that they focus on referrals, then flip into recruiting when staffing is an issue and all the while retaining your staff!  
  • Orientation and training – How to get them up to production FAST even when you don’t have time.
  • Discover the simple Rep Mastery framework for owners/ administrators to eliminate the drama and hold reps accountable. The framework does all the heavy lifting.

L100 Handout

L200 | Tuesday, May 21, 2024 | 1:45pm - 3:15pm
Dare to CARE: Being a Successful Leader for Today and Tomorrow

Susan Crandall | Cindy Hatton, Hatton Consulting

This session covers 12 specific focus areas for any leader to achieve success in leadership. The first four areas center on qualities a leader should possess as a person. The second four areas discuss what a leader should do (the tasks of leadership). The last four areas concern qualities a
leader needs to develop in those who report to them. Be the best leader you can be! Objectives include:

  • Describe four qualities of a successful leader.
  • Describe four areas where a successful leader should focus.
  • Describe four qualities leaders need to develop in others

L200 Handout

L300 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm

Cultivating a Framework for Embracing Change
Laura Wilson, SimiTree Healthcare | Anne Marie Fontenot Marcantel, SimiTree Healthcare

With the overload of technology, digital information and 24/7 communication at an all-time high, it's a true superpower if you can set boundaries, find focus, and alleviate distractions. Break down the myth of multitasking once and for all. Objectives include:

  • Identify specific challenges facing most organizations
  • Learn about tools successful organizations use to manage change
  • Pave the way for improved recruitment, retention, and engagement resulting in better patient care

L300 Handout

L400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm

Managing Intergenerational Teams
Lisa Selman-Holman, McBee

Every few years, a new generation joins the workforce, bringing with it its own set of qualities, traits, and values. While such a generation blend adds invaluable diversity to the workforce, it also brings added complexity. At the same time a Gallup poll reveals employee engagement is at its lowest point since 2013. Better understanding of generationally driven variables can be leveraged to develop effective strategies for engagement and retention. This session discusses the collaborative value of age diversity, how to promote effective relationships and outcomes in a generation diverse team, and knowledge transfer between generations. Participants will bring away leadership strategies necessary to engage members of each generation and leverage their skills to achieve organizational success. Objectives include:

  • Describe traits, qualities, and value differences between generations
  • List three strategies that can be leveraged to develop effective and engaged intergenerational teams
  • Discuss the importance of knowledge transfer

L400 Handout

L500 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm

PART I: Transforming the value driven journey: Person Centered Decision Making and Advanced Care Planning – Part I  
Cindy Campbell, WellSky | Katherine Morrison, WellSky

As the contemporary Japanese writer Haruki Murakami noted: “Death is not the opposite of life, but a part of it.” Often battling our instincts to help patients get better, informed, and competent advocacy for both home health patients and agencies is made stronger when advance care planning conversation becomes a core competency. The first of a two-part educational series, we will provide advance care planning conversation skills and their importance within person-centered, value-based home health. Sharing leaders' direct experiences in improving advance care planning conversations, and their aligned use of prognostic tools, we will discuss how teams have helped the people they serve to navigate complexities of illness or face end of life decisions. From case conference processes to embedded, focused education, we will share how agencies have achieved value-based, high-quality performance, yielding an efficient, effective transition of care between home health, advanced illness management, palliative care, and hospice.   

  • Identify common causes of gaps in the progression of care planning between home health, palliative care, and hospice
  • Explain how to support patient centered goals as they relate to advance care planning
  • Identify solutions related to gaps in providing information on advance care planning 

L500 Handout

L600 | Wednesday, May 22, 2024 | 3:30pm-5:00pm

Part II: Transforming the value driven journey: Person Centered Decision Making and Advanced Care Planning - Part II
Katherine Morrison, WellSky | Cindy Campbell, WellSky

Advance directive conversations are a crucial aspect of patient-centered care, particularly when one’s practice is in a care setting outside of hospice. Too often avoided due to a lack of confidence and competence, alongside fear of quashing hope from a patient, incorporating advance directive conversations into your home health practice ensures that patients’ preferences are honored, promoting a person-centered decision-making approach to care. Advance care planning has been proven to significantly increase hope for patients and their families, as well as improve clinical outcomes related to decreasing avoidable hospitalization. A value-add for every service line in care at home, learning the how-to's within advance care planning will help your organization advocate for foundational continuum-based support as a patient and family face the ultimate progression of disease – end of life. Objectives include:

  • Explain the importance of communication regarding disease progression and advance care planning
  • Describe specific, suggested methodology for conducting an advance directive conversation 
  • Discuss how effective advance care planning can yield better outcomes within HHVBP 

L600 Handout

L700 | Thursday, May 23, 2024 | 10:15am - 11:45am

3 Habits of Consciously Intentional Leaders
Dan Irvin, Dan Irvin Training Co.

Being intentional means setting a success framework that packs a serious punch in terms of keeping you and your team motivated and structured. The problem is, most of us fall short in that mission.  In this presentation, Dan speaks to leaders looking to sharpen their talents and be more intentional. 

L700 Handout

G100 | Tuesday, May 21, 2024 | 10:15am - 11:45am

Transition of Care: wound management innovative collaboration with home health and primary care
Ron Ordona, Senior Care Clinic House CALLS | Holly Kirkland-Khyn, UC Davis

This session with explore innovative approach to ER/Hosp multiple visit patients with chronic wounds through collaboration with home health and primary care providers in addressing the transition of care as a way to prevent re-admissions. Objectives include:

  • Participants will identify hospital-to-community transition-of-care (TOC) modalities for chronic wound management in collaboration with home health and home based primary care providers.
  • Participants can formulate approaches to treating wounds in low-resource settings.
  • Participants can incorporate techniques for caregiver education on skin and wound management as part of the transition of care visits.

G100 Handout

G200 | Tuesday, May 21, 2024 | 1:45pm - 3:15pm

CDPH Panel Update
Braden Oparowski, California Department of Public Health (CDPH)

G300 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm

Missed Opportunities That Can Increase Referrals and Revenues
Ginny Kenyon, Kenyon HomeCare Consulting | Sharon Fredrichs, S&S Home Care Consulting | Marc Breg, Berg Data

Attendees in this session will learn how to do community assessments of their areas, identify unmet needs and opportunities to specialize and target services that meet the needs of their communities. They will learn how to train and educate  field staff to the specialties and market their specialties to the correct targets for their expanded business. Objectives include:

  • Learn how to identify unmet meeds in their community by using large source data
  • Learn where to get the traininng and how to train staff to the new programs
  • Learn who to target and how to sell their new speciality programs

G300 Handout

G400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm

Purposed Based Recognition; Recognizing, Rewarding & Retaining Staff
Lori Hoffner, Supporting CommUnity, Inc.

By implementing a Purposed Based Recognition program you reduce turnover, gain buy-in of your organization by employees, and create an environment of support and enthusiasm. Lori will help identify goals and responsibilities of leadership for staff recognition that will retain your most important asset; your employees. Objectives include:

  • Identify the needs of employees that helps motivate them to be a strong asset for your organization.
  • Differentiate between what motivates the extrovert employee, the introvert employee and everyone in between.
  • List unique recognition styles that can be utilized by every department. 

G400 Handout

G500 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm

Accountability; It's Everybody's Responsibility
Lori Hoffner, Supporting CommUnity

Accountability; the obligation of an individual or organization to account for its activities, accept responsibility for them, and to disclose the results in a transparent manner.  It is the expectation we have for ourselves and others, but how often do we meet it? Do we find solutions when things don't go as we had planned or do we play the blame game? In today's ever challenging work environment, it's critical that we find ways to have accountability transparency. Together we will discuss how we move beyond understanding the need for accountability, to engaging your team in ways that can win their hearts, minds, and commitment. You will learn how to create a philosophy of accountability that everyone can embrace and practice. A philosophy that removes fear; increases skills, confidence, and reliability. Objectives include:

  • Define a philosophy of accountability as a leader, a team member and an organization. 
  • Recognize the impact of lag-time when accountability is needed and how to remove fear from speaking up.
  • Outline how positive intent conversations can reduce blame and reinforce mutual purpose between individuals.

G500 Handout

G600 | Wednesday, May 22, 2024 | 3:30pm - 5:00pm

The Myth of Multitasking 
Michelle Cederberg, Live Out Loud, Inc.

“Finding Focus (And Superpowers) In A Distracted World.”

With the overload of technology, digital information and 24/7 communication at an all-time high, it's a true superpower if you can set boundaries, find focus, and alleviate distractions. Break down the myth of multitasking once and for all.
Author, Speaker, and Health & Productivity Expert Michelle Cederberg helps you and your teams find new levels of personal and professional fortitude by examining the science and social implications of multitasking, digital overwhelm, and more. Find out how to break free from the constant stimulus of hyper connectedness, social media and never-ending work demands to create a work-life balance fit for today’s ambitious but highly distracted workforce.  Don’t worry, you won’t have to give up your phone all together or sacrifice the things you love for the sake of accomplishing your goals. Instead, you’ll learn how to streamline, edit, and focus your energy to optimize your results.

Objectives include:

  • Explore the signs of ‘auto-pilot living’, why it happens, and how to get off it.
  • Look at how multitasking impacts productivity, what's happening in your brain when you take on too much, and how it hinders learning and memory.
  • Discuss simple strategies to push aside distractions and be more mindful and focused when it matters most.

G600 Handout  |  G600_Mythmultitask Handout

G700 | Thursday, May 23, 2024 | 10:15am - 11:45am

Everything You Need to Know in 2024: Federal and California Employment Law Updates 
Angelo Spinola, Polsinelli | Lindsey Ryan, Polsinelli

This program will be a comprehensive and easy-to-digest review of everything your home-based care organization should be doing to be in compliance with California’s employment laws and nuances. We will get you up to speed on the latest court decisions and legislative updates in California and will discuss how they impact your policies and practices going forward. We will also discuss the current state of the law for California arbitration agreements and the impact on claims brought under the Private Attorneys General Act (“PAGA”).  We will review the limitations on restrictive covenants in California and discuss best practices for direct hire provisions in client agreements.  We will also discuss California’s pay data reporting obligations and pay transparency laws.  Finally, we will discuss the latest trends in California employment and wage and hour litigation, including how to avoid a lawsuit and what to do if you’re hit with one. This program aims to equip organizations with the best strategies for navigating the complex waters of California employment law. Objectives include:

  • Understand California’s latest court decisions and legislative updates and how they impact your agency’s employment policies and practices. 
  • Discuss the current state of restrictive covenants in California and best strategies for direct hire provisions in client agreements.
  • Discuss the latest trends in California employment and wage and hour litigation, pitfalls and how to best avoid a lawsuit.

G700 Handout