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, PDGM, compliance, regulatory and human resources of entry level home care managers.

Program Goals:
  • 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 PDGM 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, 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: All Providers
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: All Providers
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: All Providers
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 2022.


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.

What You Need to Know About Your Financial Statements and Reimbursements
During the presentation Wipfli will provide insights for home health providers so they have a thorough understanding of regulatory requirements in relation to financial statements. We will learn strategies they can implement to capture accurate data they can leverage to assure they are financially competitive within the home health industry. The attendee will learn about upcoming industry changes and updates that will impact their financial bottom line including the 2022 PDGM and HHVBP implementation. Reimbursement is a paramount concern for all home health agencies and current topics impacting reimbursement will be discussed during this presentation. Wipfli representatives will provide them with the necessary information to focus their efforts on key components of the revenue cycle management process to increase collections. This webinar will be helpful for home health agencies, both profit and non-profit, administrative, executive, financial, and clinical leaders.

Medicare Certified Agency Regulations
This session will review the HHA licensure, certification and survey processes, fraud issues/initiatives, and Medicare Conditions of Participation (CoPs) including a detailed presentation of the revised Conditions of Participation deficiencies. Practical solutions regarding how to develop quality outcomes and maintain compliance with these critical standards will be key components of this session.

Financial Management Under PDGM
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 28, 2023: Both Tracks: Medicare Certified and Private Duty

7:00 - 8:00 Registration, Coffee/Danishes
8:00 - 10:00 Medicare Certified & Private Duty:
Leadership in a Changing Home Care Environment:
Chris Alexander
10:00 - 10:15 Break
10:15 - 12:00 Medicare Certified & Private Duty:
Leadership in a Changing Home Care Environment:
Chris Alexander
12:00 - 1:00 Lunch (provided)
1:00 - 5:00 Medicare Certified & Private Duty:
Legal Update and Summary of Employment Laws:
Elizabeth Murphy
2:30 - 2:45 Break for Dessert
5:00 - 6:00 Networking Reception - Light Apps/Hosted Bar


Day 2: Wednesday, March 29, 2023

7:00 - 8:00 Registration, Coffee/Danishes
8:00 - 10:00 Medicare Certified & Private Duty:
What You Need to Know About Your Financial Statements and Reimbursement: Brian Lebanion
10:00 - 10:15 Break
10:15 - 12:00 Medicare Certified:
The Medicare Conditions of Participation: Manage for Compliance: S&S Consulting
Private Duty: Amplify Your Sales: Cheryl Peltekis
12:00 - 1:00 Lunch With Sponsors (provided)
1:00 - 5:00 Medicare Certified:
The Medicare Conditions of Participation: Manage for Compliance: S&S Consulting
Private Duty: Regulations Overview for Licensed Home Health and Home Care Aide: Brittnei Salerno & Dr. Lucy Andrews
2:00 - 2:15 Break for Dessert


Day 3: Thursday, March 30, 2023

7:00 - :00 Registration, Coffee/Danishes
8:00 - 10:00
Medicare Certified:
Financial Management Under PDGM: Melinda Gaboury
Private Duty:
Regulations Overview for Licensed Home Health and Home Care Aide: Brittnei Salerno & Dr. Lucy Andrews
10:00 - 10:15 Break
10:15 - 12:00 Medicare Certified:
Financial Management Under PDGM: Melinda Gaboury
Private Duty:
Leadership, Marketing & Financial Success: Brittnei Salerno & Dr. Lucy Andrews
12:00 - 1:00 Lunch (provided)
1:00 - 5:00
Medicare Certified:
Home Health Marketing for Long Term Growth:
Cheryl Peltekis
Private Duty:
Regulations Overview for Licensed Home Health and Home Care Aide: Brittnei Salerno & Dr. Lucy Andrews
2:30 - 2:45 Break for Dessert


FACULTY


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
Murphy Law Group, PC

Elizabeth 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.


Cheryl Peltekis
Partner
Home Care Sales

Cheryl Peltekis, RN, is an International leader in the Post-Acute Care Industry. Cheryl is the VP, of a Home Health, Private Duty, and a Hospice organization. Cheryl, at the age of 26 years old opened her first business, a Medicare Certified Home Health. She is an international best-selling author and has been seen on TV show's and stages around the world. Cheryl's nickname is "The Solutionist" she is a clinician with a fine eye for detail who truly gets all that it takes to merge operations and sales. Cheryl is a member of the International women's group, International nurses association, and is working on obtaining her CSP certification.


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.”


Melinda Gaboury
Chief Executive Officer
Healthcare Provider Solutions, Inc.

Melinda A. Gaboury, with more than 30 years in home care, has over 22 years of executive speaking and educating experience, including extensive day-to-day interaction with home care and hospice professionals. She routinely conducts Home Care and Hospice Reimbursement Workshops and speaks at state association meetings throughout the country. Melinda has profound experience in Medicare PDGM training, billing, collections, case-mix calculations, chart reviews and due diligence. UPIC, RA, ADR & TPE appeals with all Medicare MACs have become the forefront of Melinda's current impact on the industry. Melinda is currently serving on the NAHC/HHFMA Advisory Board and Work Group, is Treasurer on the Home Care Association of Florida Board of Directors, and was named to the Tennessee Association for Home Care Board of Directors in 2022. Melinda is also the author of the Home Health OASIS Guide to OASIS-E and Home Health Billing Answers, 2023.

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

Stephanie Phillips, RN, MBA and Sharon Fredrichs, RN, BSN, PHN, CPHQ of S&S Home Care Consulting, LLC, provide comprehensive consulting services for home health, hospice, licensed, and non-medical home care agencies. Experienced with regional administration, survey strategy and recovery, agency assessments and process-flows, due diligence and remote leadership development this team works nationwide. Leadership growth and interim management involves an in-depth understanding of regulations, compliance, utilization, QAPI and emergency preparedness planning and development, policy and procedure manual edits. Integrating the interpretive guidelines provide leadership with increased confidence and working knowledge of the Conditions of Participation. Their creative presentations bring regulations to real-life with interactive exercises that can be taken back to the agency and applied to everyday situations.

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

Sharon Fredrichs, RN, BSN, PHN, CPHQ has been serving the home health community over 40 years, combining a background of administrative, quality assurance, compliance, utilization and program development. Focusing on operational efficiency, clinical outcomes and reimbursement she establishes the dynamics for an influential change agent. Interpreting, then applying regulations is her greatest strength and is pivotal with survey strategy and sustaining compliance. Professional and team development is her passion.



Brian Lebanion, MBA, CPC, RNC, HCS-D, HCS-O
Healthcare Consulting Manager
Wipfli, LLC

Brian Lebanion has over 25 years of experience in the healthcare industry and is a seasoned professional providing consulting services in all aspects of home health care and hospice, including operations, reimbursement, and education. He specializes in comprehensive consulting services offering clients and providers survey/licensure coaching, clinical review and training, financial and revenue cycle management, third-party audit response, and quality assurance/performance improvement training. Brian has served various clients - such as home health agencies, hospices, and adult day health cares - as well as a diverse range of organizations including business startups, large corporations, private sector, and nonprofits. He is an advocate of post-acute care providers, leveraging the financial and health outcome benefits they can provide, as well as their role in the continuum of care. Brian enjoys positioning clients to make successful financial, clinical, and operational decisions that have a lasting, positive impact on clients and the patients they serve - specifically clients seeking clinical, operational, educational, survey/licensure, and financial/reimbursement assistance can receive industry-specific expertise.