Home Care Manager
Certificate Program
(HCMCP®)



PROGRAM OVERVIEW

The Home Care Manager Certificate Program HCMCP® is an interactive and intensive educational program, providing leading edge management concepts and skills that are critical for home care managers to know and understand. This program was designed to accommodate all sections of home care, from private pay to large home care agencies. There are two modules to choose from: Private Duty or Medicare Certified. This program was designed to improve your leadership skills, learn the fundamentals of budgeting, marketing, financial management, compliance, regulatory and human resources of entry level home care managers.

LEARNING OBJECTIVES:
  • Develop leadership and organizational management skills
  • Learn the secrets to marketing your agency
  • Understand the regulatory process (all home care agencies)
  • Learn the fundamentals of financial management and budgeting
  • Understand human resource practices and employment law

Medicare Certified Track Breakout Session Goals:
  • Understand regulatory guidelines and business practices
  • Learn the financial management under PPS process

Private Duty/Home Care Aide Breakout Session Goals:
  • Understand regulations for Home Care Aide and Licensed agencies
  • Learn the financial management & marketing process for Home Care Aide and Licensed agencies



WHO SHOULD ATTEND

The Home Care Manager Certificate Program HCMCP® was designed for front-line supervisors, new or established business owners, administrators or assistant administrators, directors or assistant directors, CEOs, COOs, operations managers, human resource managers, finance and marketing managers, case managers, clinical nurse supervisors, DPCS, DON, home care or home health managers, office managers, emerging or middle managers, or any middle management personnel of a private duty/home care aide organization or a Medicare certified home health agency. More experienced managers will gain insights and a refreshed understanding of home care or home health.


SESSION OVERVIEWS


GENERAL SESSIONS


Leadership in a Changing Home Care Environment
Leadership can be defined as influencing people to work willingly to achieve objectives. Becoming an effective leader begins with self–awareness and the ability to see and value differences. This four–hour session will focus on understanding the role of the leader (as distinct from the role of the manager), effective leadership styles, and knowing when to use appropriate leadership behaviors to handle any situation. There will be an opportunity for participants to assess their own personality preferences through the Myers–Briggs Type Indicator and learn to value and work with other types. Various leadership styles will be explored as they apply to different situations. Through open dialogue, small group discussions and other learning activities, participants will discover new insights about themselves, when their leadership styles work well, and options for alternative styles when they are appropriate.

Regulatory Guidelines: Quality, Competence & Compliance
This session will identify federal laws affecting home care providers. Topics include labor laws, professional practice boards, aide certification, and other basic requirements. Aspects of quality measures and tools and how to utilize in improving agency performance will be discussed. The compliance guidelines developed by the Office of the Inspector General will be shared. Hiring practices and tips will be presented in addition to review of critical agency processes such as orientation and supervision.

Legal Update and Summary of Employment Laws
This session will give you an overview of employment laws applying to hiring, firing, disciplining, minimum wage and overtime, leaves of absences, as well as updates for 2018.


MEDICARE CERTIFIED TRACK SESSIONS


Home Health Marketing for Long Term Growth
The opportunity to build a Home Health Business is ever–present if the agency can develop a strong referral base, expand its contractual relationships, adapt quickly to industry changes, and position itself for future growth. This session provides specific strategies to achieve your agency’s contracting goals, helps you understand how to create marketplace differentiation, and introduces key business development metrics. After this discussion, you will be energized and motivated to take your Marketing & Business Development efforts to the next level.

Getting the Most out of your Financial Statement
The purpose of reviewing and analyzing your financial statements is to make the best possible economic decisions. This session will help you understand the components of a proper financial system including budgets, income statement, balance sheet, revenue recognition, cost of goods sold, accrual and cash accounting, and more. The Medicare financial requirements will also be addressed. Some dashboards and benchmarks will be provided and the importance of them will be discussed.

Medicare Certified Agency Regulations
This session will review the HHA licensure and certification processes, fraud issues/initiatives, and Medicare Conditions of Participation (CoPs) including a detailed presentation of the revised Conditions of Participation which are effective as of January 2018. Practical solutions regarding how to maintain compliance with these critical standards will be a key component of this session.

Financial Management Under PPS
This session provides a detailed overview of the Medicare Prospective Payment System (PPS), highlighting changes effective January 1, 2018. The session describes how full episode payments are calculated and the importance of OASIS to this process. It describes the exceptions to episodes including LUPAs, PEPs, and outliers. The session highlights billing management issues and accounting and management reporting. The session concludes with a suggested approach to strategic management of a Medicare agency to maximize quality and minimize cost.


PRIVATE DUTY/HOME CARE AIDE TRACK SESSIONS


Regulatory Overview for Licensed/Home Care Aide Organizations
This session will review ordinances & federal regulations, enforcement/regulatory bodies, policy & advocacy and resources. You’ll learn which of the regulations/ordinances apply to your individual Home Care Organization and whether you must become licensed as a Home Care Agency or a Home Health Agency. You will also learn the regulations and laws that apply to every business and what you must comply with, things such as safety standards, wage and hour requirements and business licensing.

Financial Management and Marketing for Private Home Care Agency
This session reviews the home care business cycle and how cash and billing clients are critical to your agency. After reviewing your accounting processes and set up you will learn how to manage your cash flow which is vital to your success as a business. The second part of this session is related to your leadership style and its effectiveness. It will help you define your leadership and company culture, successfully market your company and services and understand the data, technology and financial success of your home care agency.






PROGRAM SCHEDULE

Breakout sessions noted below

Day 1: Tuesday, March 27, 2018
7:00 - 8:00 Sign-In & On-Site Registration (Coffee & Pastries Provided)
8:00 - 10:00 Med Cert: Financial Management Under PPS
Private Duty: Marketing for Private Duty Agencies
10:00 - 10:15 Break
10:15 - 12:00 Med Cert: Financial Management Under PPS
Private Duty: Marketing for Private Duty Agencies
12:00 - 1:00 Lunch (provided)
1:00 - 2:00 Med Cert: Home Health Marketing for Long Term Growth
Private Duty: Regulations Overview for Licensed/Home Care Aide
2:00 - 2:15 Break for Dessert
2:15 - 4:00 Med Cert: Home Health Marketing for Long Term Growth
Private Duty: Regulations Overview for Licensed/Home Care Aide
4:00 - 6:00 Reception with Sponsor-Hosted Drinks and Appetizers


Day 2: Wednesday, March 28, 2018
7:00 - 8:00

Sign-In (Coffee & Pastries Provided)
8:00 - 10:00 Getting the Most Out of Your Financial Statement
10:00 - 10:15 Break
10:15 - 12:00 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Financial Management and Marketing for Private Home Care Agency
12:00 - 1:00 Lunch (provided)
1:00 - 2:30 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Financial Management and Marketing for Private Home Care Agency
2:30 - 2:45 Break for Dessert
2:45 - 5:00 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Financial Management and Marketing for Private Home Care Agency


Day 3: Thursday, March 29, 2018
7:00 - 8:00 Sign-In (Coffee & Pastries Provided)
8:00 - 10:00 Leadership in a Changing Home Care Environment
10:00 - 10:15 Break
10:15 - 12:00 Leadership in a Changing Home Care Environment
12:00 - 1:00 Lunch (provided)
1:00 - 2:00 Legal Update and Summary of Employment Laws
2:00 - 2:15 Break for Dessert
2:15 - 5:00 Legal Update and Summary of Employment Laws



FACULTY

Melinda Gaboury, COS-C
CEO
Healthcare Provider Solutions, Inc.

Founder & CEO of Healthcare Provider Solutions, Inc. Melinda Gaboury and Mark Cannon founded the company in April 2001 to provide financial, reimbursement, clinical and cost reporting services to home health agencies and hospice. Prior to the inception of Medicare PPS Gaboury began researching, auditing and review processes with OASIS, ICD-9 Coding and clinical documentation. She has developed and taught clinician and billing Medicare PPS Training Workshops in a variety of venues.

Gaboury’s priority remains bridging the gap between clinical and financial issues in home health agencies. Gaboury has been a speaker for several state home care associations. In addition to her speaking engagements and consulting, she is author of Home Health Pocket Guide to OASIS-C.


Brittnei Salerno, BS
Owner, Administrator
La Jolla Nurses Homecare


Brittnei Salerno is the President and Owner of La Jolla Nurses Homecare. With more than 21 years of Home Care management experience, Brittnei is a recognized industry leader. An active advocate, she’s past Chair for CAHSAH®’s Board of Directors, PAPA Committee and Licensed Home Health Agency Committee. She has been honored for her outstanding contributions to the development of local, state and federal home care associations. In 2003, 2004, 2005, 2006, and 2007 she received the Grassroots Advocate of the Year award and is a past recipient of CAHSAH®’s Lois Lillick Award (2006).


Dr. Lucy Andrews, DNP, RN, MS
CEO
At Your Services Home Care


In 1988, after working as a clinical nurse in the University Health System at UC San Francisco, Lucy Andrews started understanding home care. She became a discharge planner and immediately fell in love with the concept of home care and the autonomous clinical practice it affords nurses. Dr. Lucy was hooked and has been a strong supporter of home care ever since. Believing people need advocates in healthcare systems, she has championed that cause across the acute care and post-acute care setting.

Dr. Lucy has worked in every aspect of home care from Medicare Certified, DME, Infusion, Hospice and finally Private Duty/Private Pay services. She also works as a home care consultant across the country and as a legal nurse consultant for the home care industry. Having worked in all areas of home care, Dr. Lucy has a well-rounded perspective of the challenges facing patients, families and the home care industry, and as a provider she advocates for patients through the maze of health care services. Dr. Lucy celebrated over 37 years as a nurse and patient advocate.

Dr. Lucy has a Baccalaureate Degree in Nursing from Lewis University, Romeoville, Illinois. In 1994, she received her Masters of Science in Health Service Administration from St. Mary's University, Moraga, California. Dr. Lucy received her Doctor of Nursing Practice awarded in 2016, graduating with Distinction and a 4.0 GPA. She did her doctoral work on the global dementia crisis, aging and prevention strategies for healthy living. Developed dementia and Alzheimer's disease plans for aging patients leaving the hospital setting or entering long-term care or home health and hospice environments. She also developed a specialized program for those at risk for dementia and Alzheimer’s disease.

In 1992, Dr. Lucy was designated CAHSAH Certified Home Care Administrator in the inaugural offering of this designation through the California Association for Health Services at Home (CAHSAH). She is the founder and CEO of Creative Solutions Home Care Consulting Services and At Your Service Nursing & Home Care, a concierge nursing & home care agency that provides the services she believes are essential for seniors to age in place. She offers a higher level of care allowing people to be in their own homes with an emphasis on independence, safety, and quality of life.

Dr. Lucy is the Vice Chair of the Board of Directors for the National Association for Home Care and Hospice (NAHC) and sits on the Board of Directors for California Association for Health Services at Home (CAHSAH). She has served on the boards for both state and national board associations, and is currently on the following boards and committees: Board of Directors, California State Association for Health Services at Home (CAHSAH), 2002-present, National Association for Home Care and Hospice (NAHC's) Private Duty Home Care Association Director, and multiple state and national home care committees.

Dr. Lucy goes to Washington, DC, several times a year to advocate for senior services and home care issues. She was past Commissioner for the Sonoma Commission on Human Rights. She is past chair of the local Senior Advocacy Services.




Elizabeth Murphy, Esq.
Attorney at Law
Jackson Lewis


Elizabeth “Liz” Murphy is a Principal in the Los Angeles, California, office of Jackson Lewis P.C. She focuses her practice in employment law, representing a wide variety of California and national employers in various industries, including accounting, retail, banking, manufacturing, and hospitality.

Ms. Murphy also specializes in the field of home healthcare through her extensive lecturing and advising work in support of home care employers throughout the state of California. She is also a frequent contributor to Home Health Line, a subscription-only industry publication that helps home health agencies provide excellent patient care and increase profitability.

Ms. Murphy’s experience includes advising employers in day-to-day management and decision making issues, such as handling sensitive terminations, preparing and negotiating employment and severance agreements, preparing and revising employee handbooks, training management and staff, and administering leaves of absence; and representing employers in wrongful termination, discrimination, sexual harassment, wage and hour, and other employment-related litigation in state and federal court.



Chris Alexander, M.A.
Owner
Synergy Executive Education

Chris Alexander is a renowned speaker and author. He has advanced degrees in Organizational Behavior and consults and speaks worldwide on “World-class Leadership”, “Building High Performance Business teams”, the “WOW” Factor! And “Synergy Sales Power”.

He is the author of Creating extraordinary Joy,Joy in the Workplace, Catch the Wind with Your Wings, the series of 5 books titled Synergizing Your Business, and his latest book, Synergy Strategic Planning. Recently, along with a team of educational specialists, Chris won the Los Angeles Area Emmy Award for Overall Excellence in Business Education. This was followed by the Aegis Star Award for the Time Warner show “Working Wardrobes for A new Start” and his two PBS TV shows, Creating Extraordinary Joy and Joy in the Workplace.

He is passionate about the power of human potential and the extraordinary Synergy that comes from working together toward a shared destiny. His favorite quote is: “It’s amazing what can be accomplished when nobody cares who gets the credit.”


Thomas E Boyd, CFE, MBA
VP of Reimbursable Services
Simione Healthcare Consultants, LLC.

Thomas is a highly respected member of the home care and hospice industry for more than 36 years, Tom is a nationally recognized expert in Medicare reimbursement. He serves as Simione’s Vice President for Reimbursable Services, and is based in Rohnert Park, California. A Certified Fraud Examiner (CFE), Tom was inducted into the Hall of Fame at the 2013 National Association for Home Care and Hospice (NAHC) Financial Managers Conference for his “drive to secure professionalism in the financial management of home health and hospice, his ever present willingness to support the home care community, his never ending passion for accurate cost reporting, his unique and highly informative educational programs, and his deep belief in a team concept.”

Prior to joining Simione Healthcare Consultants in 2014, he was principal with Boyd & Nicholas, The Cost Report People®, a consulting firm he co-founded in 1993 that grew to become one of the leading financial consulting firms for home care and hospice agencies. With expertise in cost reporting, financial analysis, due diligence and accounting, Tom served as an intermediary auditor for 12 years and a consultant for five years before founding his own company. He is a frequent national, state, and regional speaker on home health financial and compliance issues.

Before earning his MBA from St. Mary’s College in California, he earned a B.A. in management and accounting from Sonoma State University. He is a member of the Home Care and Hospice Financial Managers Association (HHFMA) work group, the Association of Certified Fraud Examiners, and the U.S. Chess Foundation.


Melanie Stover, OTR/L, MBA, MS/ISM

Partner
Home Care Sales

Melanie Stover brings an extensive clinical sales background to the organization. She has worked in various territories as a successful sales leader as well as a top producer.

Melanie has led numerous workshops and field training programs for clients, focusing on training clinicians to be better salespeople and training professional salespeople to produce more in less time through account management, successful selling skills, sales leadership, personal branding, time management, and improved customer service.

Melanie is the author of numerous articles and manuals including:
• Dx Sell ™ Diagnosis Based Selling system
• Care Partners – A guide to reducing readmissions
• Revving up referrals - Target Markets
• Therapy Departments a secret source of referrals

She is an Occupational Therapist with an MBA in Marketing and a Master’s of Science in Information Systems Management. Melanie has been a consistent speaker for the Home Care Industry.

Live events include: NAHC, CAHSAH, TAHC, HCAF, HCAOA, and numerous Corporate National Meetings on the topics of Sales and Field Marketing. Today Melanie currently leads and coaches organizations throughout the country.


Stephanie Phillips, RN, BSN, MBA
Co-Owner
S & S Home Care Consulting

Stephanie has been an RN since 1978. She received her MBA from San Diego State University in 2011. For the past 20 years, she has worked in home healthcare, holding positions including Clinical Director, General Manager, Vice President of Business Development, and Area Vice President of Operations. She has worked in both large and small proprietary and non-profit organizations, and as a legal nurse consult.

Stephanie is an active member of both local and state home care organizations, including the San Diego Regional Home Care Council, where she has held the positions of Chair of the Council and Co-chair of the Medicare Section. She is an active member of the California Association of Health Services at Home, having served on the Membership Committee and the Political Action Committee. She also teaches home care quality in the Nursing Program at Point Loma Nazarene University. Stephanie has successfully completed licensure and certification surveys with various state agencies, Joint Commission, ACHC, and CHAP.

She has developed: initial and ongoing strategic plans, start-up and annual budgets, quality control programs, educational programs, orientation programs, and clinical programs. She has extensive experience in operations, regulatory compliance, business development, and education. Her belief that home care provides the highest quality and most cost-effective care is evident in her consulting work.



Sharon Fredrichs, RN, BSN, PHN, CPHQ
Co-Owner
S & S Home Care Consulting

Over thirty years of home health administrative, managerial, and quality assurance experience. Sharon Fredrichs has dedicated her career to providing high quality patient care. As a goal directed, visionary leader with operational, communication and human relations skills, she offers a comprehensive understanding and application of home health regulations, evidence based clinical standards, and development of managed care programs in home health. Extensive survey preparation with DPHS and JCAHO survey preparation with home health, hospice, and private duty. Survey recovery includes, plans of actions, education of inter-disciplinary teams, inter-departments, and ongoing plans and development to sustain improvement. Intense commitment mentoring managers and clinicians to achieve competence and confidence with licensure and eternal survey readiness.