Session Summary

Half of the sessions that will be offered as part of the 2018 Leadership and Physician Advisor Conference program content is intended for case management and transitions of care leadership. The following is a sample of some of the topics that will be discussed.

  • Value-based integrated care management
  • Interventions to improve inpatient bed access
  • Using clinical effectiveness to lower cost
  • Post acute partners for quality care
  • Onsite physician advisor services
  • Data science to drive outcomes
  • Transforming pain management
  • CM/ToC role in the patient experience
  • Emotional intelligence

Session List

Pre Conference: Foundations for Physician Advisors (ADDITIONAL REGISTRATION AND FEE REQUIRED)

Monday, November 5, 2018
8:00 AM - 12:30 PM

Bruce Ermann, MD
IPAS Physician Advisor·Population Health/Care Management
Catholic Health Initiatives·Englewood, CO

The hospital Physician Advisor to Utilization Management role and its interface with the Case Management team is becoming increasingly important and well defined, even as the role continues to evolve. Leveraging this role for success requires an understanding of the knowledge base that supports the traditional functions of the PA, as well as the opportunities that lie ahead in today's rapidly changing healthcare environment. This course is designed to equip new Physician Advisors with the knowledge required to perform effectively, and for Case Management Directors or Chief Medical Officers looking to improve their Physician Advisor Function.


  1. Describe the role, responsibilities and success characteristics for Physician Advisors
  2. Understand the CMS Utilization Management Conditions of Participation and the Physician Advisor role in the UM process
  3. Understand the CMS 2 Midnight Rule and its implications for Physician Advisor work
  4. Understand the nuances of Commercial Payer UM, and how to perform successful Peer to Peer and written appeals
  5. Discuss one daily work flow model for Physician Advisors, supporting improved hospital throughput, revenue integrity, and clinical efficiency
  6. Model Physician Advisor/Case Manager, Physician Advisor/Physician, and Physician/Administration Communications

Opening Session: Leading During Times of Rapid Change: Key Success Strategies

Monday, November 5, 2018
2:00 PM - 3:00 PM

Anna Lloyd
Center for Integrative Leadership, Carlson School of Management
University of Illinois at Chicago, Liautaud School

Addressing the delivery and coordination of health care is increasingly complex. Leaders must provide thought leadership, direction and strategic planning for the future even as systems and technology are rapidly evolving. Those responsible for coordination of care across health care settings encounter the additional burden of balancing the social, mental health and environmental factors that are barriers to health. This session will discuss key elements essential for ethical and inspiring leadership in times of change. 


  1. Describe characteristics critical to successful leadership and practical application in the evolving and uncertain healthcare environment
  2. Discuss how leaders can respond to the increased ethical, social and mental health challenges in the delivery of health care
  3. Share profiles of successful leaders as agents of change

2B: Post-Acute Providers for Quality Outcomes

Monday, November 5, 2018
3:15 PM - 3:45 PM

Dheeraj Mahajan, MD, FACP, CMD, CIC
Physician·Internal Medicine
Advocate Health Care ·Chicago, IL

About 20% of Medicare patients hospitalized for acute medical illness are discharged to a skilled nursing facility and 23% or these patients are readmitted to the hospital within 30 days. Review of data and readmission trends at select facilities led the physician group, administrators and care team to opportunities to decrease readmissions and promote sustainable care. During this session, metrics, processes and strategies will be shared to enable attendees with best practices to apply within skilled care settings to achieve quality outcomes.


  1. Discuss readmission trends within skilled facilities
  2. Identify common causes and barriers to sustainable skilled facility care
  3. Present readmission avoidance strategies to be applied within skilled facility settings

3B: Emotional Intelligence: A Critical Leadership Skill

Monday, November 5, 2018
4:00 PM - 5:00 PM

Gay Niven
Organizational Development Consultant
Puget Sound Energy·Bellevue, WA

The contemporary concept of emotional intelligence in today's competitive healthcare workplace is becoming an essential component as we lead dynamically diverse professionals. Interpersonal and interpersonal aptitudes can drive the success that is necessary to engage individuals and motivate teams. Developing skills in the areas of self-motivation, self-awareness, and social mindfulness can facilitate exceptional patient and employee experiences. Assessing your emotional intelligence, and using strategies to foster personal growth, is a starting point. Heightened emotional intelligence in your health care organization can be achieved by understanding the value of self-appraisal and strategies that can be taken to strengthen interactions and relationships with others.


  1. Define Emotional Intelligence in leadership practice
  2. Understand steps towards increasing self-awareness of emotional intelligence and the impact on relationships within the workplace
  3. Describe essential strategies to improve adaptive leadership skills

4: Sunrise Session: The Benefits of Proactive Utilization Management in the Emergency Department: A Payer’s Perspective

Tuesday, November 6, 2018
7:00 AM - 8:00 AM

Diana Cokingtin, MD, FAAP
FAA Medical Director, Customer Experience
Change Healthcare·Nashville, TN

Admitting a patient through the ED still represents one of the costliest decisions in healthcare. Increasingly hospitals are staffing case management in the ED to minimize the risk of unnecessary admission and the costs associated with them. But do the benefits of proactive case management in the ED outweigh the costs? And how – and when – should you engage with your payer? During this presentation, the speaker will share medical management expertise and insights to stay ahead of the curve in terms of both admission and discharge planning, tips for engaging payers to reduce denials and the critical role that technology plays in streamlining case management.


  1. Discover the strategies hospitals are using to address the challenge of implementing Case Management in the ED
  2. Develop best practices for implementing and streamlining ED Case Management
  3. Implement new approaches for collaborating with payers to ensure patients are receiving the most appropriate care and denials are reduced

Opening Reception and Networking with Sponsors and Exhibitors

Monday, November 5, 2018
5:00 PM - 7:00 PM


5: General Session: Patients and Lawyers and Regulators: Navigating Legal Considerations for Care Management Leaders

Tuesday, November 6, 2018
8:15 AM - 9:15 AM

Edward S. Fabi
In-House Counsel
Sutter Health·Sacramento, CA

Linda Bjorklund, RN, BSN, MHS, CPHQ
Risk Management Consultant with the Office of General Counsel, Health Law Services Team
Sutter Health·Sacramento, CA

This session will provide an overview of legal considerations for physician care management leaders, physicians in the physician advisor role, and care management leaders of all disciplines. Case studies will be presented to highlight key success strategies to minimize legal risk for providers, staff and leaders in these roles.


  1. Discuss legal considerations and potential liability for physician and care management leader roles in care management
  2. Provide case studies that illustrate successful strategies for high risk scenarios in which care management has a key role
  3. Explain key elements of practice for care managers to minimize risk and provide maximum patient care benefit

6B: Using Clinical Effectiveness to Lower Cost

Tuesday, November 6, 2018
9:30 AM - 10:30 AM

Ariana Peters, DO, FACOI, FHM
Division of Hospital Internal Medicine
Mayo Clinic·Phoenix, Arizona

Dr. Robert Dean, DO, MBA
Senior Vice President Performance Management
Vizient·Irving, TX

Case Management leaders are increasingly being charged with leading initiatives to decrease cost of care without compromising quality. This session will explore the concept of clinical effectiveness and how case management leaders can both drive and influence this process at micro and macro levels. Successful clinical effectiveness models are built on both structure and strategy, and the speaker will share one organization’s journey in this arena. The physician leader's role in engaging clinical partners for successful outcomes will also be discussed.


  1. Define the concept of clinical effectiveness
  2. Describe how to use data and evidence to identify opportunities to improve clinical effectiveness
  3. Engage stakeholders and develop teams to implement processes and strategies that result in increased quality and decreased cost
  4. Identify tactics to integrate the case management team into the execution of clinical effectiveness

7: Value Based Integrated Case Management - A Needed Advance

Tuesday, November 6, 2018
11:30 AM - 12:30 PM

Peter Dehnel, MD
Medical Director, CentraCare Connect
CentraCare Health/St. Cloud Hospital·St. Cloud, MN

This session will enable participants to understand the necessary components of an effective care management strategy for their patients with a high level of health complexity. Through participation in this session, participants will gain the tools to be able to develop and implement an effective case management process within their own organization going forward. Finally, when implemented well, these programs will be able to demonstrate a positive return on investment to the sponsoring institution or organization.


  1. Fully know the foundations of effective complexity case management
  2. Understand to concepts of a complexity grid, a care plan and an outcome tracking system
  3. Understand the training needs, staff credentials and organizational support needed for a successful program

8B: Data Science Part I: Turning Data into Information

Tuesday, November 6, 2018
2:30 PM - 3:30 PM

Gary Peterson, BSN, MSc
Data Manager, Enterprise Care
Intermountain Healthcare·Salt Lake City, UT

Are you facing data overload-bombarded with data from EMRs, quality reports, benchmarking services, and others? How does a leader make sense of it all, or know which data represents useful information that is worthy of action? This session explores ways to discern how to turn data into information a healthcare leader can use and act upon.


  1. Describe how to formulate a data question, including objective, scope, measurable outcomes
  2. Identify the right data set to answer questions in a way to suggest actionable results
  3. Discuss methods to test data to determine validity

9B: Data Science Part II: Turning Information into Action

Tuesday, November 6, 2018
3:45 PM - 5:00 PM

Raylene Gomez, RN, MSN
Enterprise Care Management Director - Hospital
Intermountain Health Care·Salt Lake City, UT

Now that data has been transformed into information, what does a leader do with it? How does information drive process change and performance improvement? Part II of this session explores the operational application of data and information to engage and influence stakeholders to make meaningful and sustained change.


  1. Identify methods to combine data with operational objectives to formulate an action plan
  2. Demonstrate methods to share pertinent data/information in a way to engage colleagues and inspire action
  3. Explore ways to effectively set benchmarks and measure improvement

10: Sunrise Session

Wednesday, November 7, 2018
7:00 AM - 8:00 AM


11: Transforming Pain Care in America: Promoting Adaptive Pain Self-Management

Wednesday, November 7, 2018
8:15 AM - 9:15 AM

Robert D. Kerns, Ph.D.
Professor of Psychiatry, Neurology and Psychology
Yale University·New Haven, CT

A National Pain Strategy has been published to address the public health problem of undertreated pain, and relatedly, the opioid epidemic. Patient education and activation, care coordination resources, access to multimodal care and decision support to advance provider education and treatment planning are key aspects of the Strategy. In this session, an expert thought leader in the field of pain management will share insights regarding pain research, treatment strategies and interventions to provide coordinated seamless pain management and care coordination for patients and families.


  1. Examine pain research and efficacy of current treatment approaches in pain care
  2. Describe the concept of readiness to adopt a self-management approach to chronic pain
  3. List at least one psychological/behavioral and one exercise/movement approach that have sufficient evidence to support their routine availability for the management of chronic pain
  4. Apply effective pain management care delivery model strategies within case management practice

12B: The Exceptional Patient Experience

Wednesday, November 7, 2018
9:30 AM - 10:30 AM

Kimberly Post RN, MBA, DNP
Chief Clinical Officer
HonorHealth·Scottsdale, AZ

The Patient Experience has become critically important to healthcare organizations impacting Value Based Purchasing payments. Patient expectations are evolving, and patients are becoming more engaged educated health care consumers. Case Management leaders play an important role in operationalizing their organization's patient experience strategy. During this session, best practices will be shared to address challenges and achieve results.


  1. Understand the impact of the Patient Experience on Value Based Purchasing
  2. Provide a practical approach to change by hearing how one organization was able to embed critical aspects related to the Patient Experience into healthcare operations
  3. Create a patient centered culture through focused standardization and training and integrating quality, safety and evidence-based care to clinical practice
  4. Connect processes related to the Patient Experience to Case Management practice and understand the importance of leadership accountability for sustained success

13: Closing Session: Fast Track Your Ideas to Achieve Results

Wednesday, November 7, 2018
10:45 AM - 11:45 AM

Saurabha Bhatnagar
Associate Director - PM&R Residency, Harvard Medical School, Massachusetts General Hospital, Spaulding Rehab.

As organizations prepare to transform for the next era of health care, the future rests upon leaders whose strategic vision, operational plan and implementation design will revolutionize care delivery within multiple settings. They must be equipped to listen and learn, flex and adapt and apply a clear vision and plan. When change needs to occur, what proven strategies are most effective to expedite implementation and achieve results? During this session, evidenced based practice will be shared to overcome barriers and establish a foundation for action. Through interactive learning experiences, attendees will apply essential skills to identify core problems and opportunities, gain focus and fast track action plans.


  1. Discuss evidence based practice and leadership approaches within a healthcare model for change
  2. Describe key components to identify core problems and focus ideas
  3. Apply a 4-step process to build excitement and gain support for new ideas

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Little Rock, Arkansas 72211
Phone: 501-907-ACMA (2262)
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