Schedule & Session Information

Schedule & Sessions | Brochure

Conference Schedule

Thursday, August 16, 2018
Session Title
3:00 PM - 6:00 PMConference Registration
4:30 PM - 6:00 PMNetworking Reception with Sponsors & Exhbitors
6:00 PM - 7:00 PMSession 1: Regulatory and Legislative Update: Change is Relentless

Friday, August 17, 2018
Session Title
7:00 AM - 8:15 AMRegistration & Networking Breakfast with Sponsors & Exhibitors
8:15 AM - 8:45 AMWelcome Announcements & Chapter Business Meeting
8:45 AM - 9:45 AMSession 2: Human Trafficking
9:45 AM - 10:45 AMNetworking Break with Sponsors & Exhibitors
10:45 AM - 11:45 AMSession 3A: Nursing Home Transfers and Discharges
10:45 AM - 11:45 AMSession 3B: Coordinating with Caregivers: A Partnership for Patients
11:45 AM - 1:00 PMNetworking Lunch with Sponsors & Exhibitors, Giveaways
1:00 PM - 2:00 PMSession 4: Defensive Documentation
2:00 PM - 2:25 PMCase Manager of the Year Presentation & Leadership Awards
2:30 PM - 3:30 PMSession 5A: Preferred Provider Networks and Preservation of Patient Choice
2:30 PM - 3:30 PMSession 5B: Medical Repatriations
3:30 PM - 3:45 PMBreak
3:45 PM - 4:45 PMSession 6: IV Drug Management Panel

Conference Sessions

Session 1: Regulatory and Legislative Update: Change is Relentless

Kathy Reep
Vice President · Financial Services
Florida Hospital Association · Orlando, FL

This session will look at recent changes, both proposed and final, impacting health care payment and delivery.


  1. Understand those provisions from the Bipartisan Budget Act impacting health care delivery and payment
  2. Identify key provisions in the 2019 proposed Medicare inpatient and outpatient rules
  3. Recognize the pending changes to the various quality-based payment reforms

Session 2: Human Trafficking

Stacia M. Hays, DNP, CPCP-PC, CNE
Clinical Assistant Professor
University of Florida · Gainesville, FL


Today there are more than 30 million people in slavery, more than any other time in history. Human trafficking, for labor or sex, is a $32 billion industry, and the fastest growing criminal industry in the US. Victims are men, women, and children and may not identify as being trafficked. Risk factors for trafficking include poverty, low self-esteem, runaways, children in foster care, and LGBTQ. The average age of entry is 12-14 years old with a life-expectancy of 7 years. An estimated 87% victims had at least one encounter with a healthcare professional during their captivity and were not recognized as victims. Healthcare professionals in a variety of settings can identify victims of trafficking and aid in the identification of available resources. This presentation will equip healthcare professional with tools to identify and intervene on behalf of victims of trafficking.


  1. Identify populations at risk of being trafficked
  2. Discuss signs and symptoms of victims of human trafficking
  3. Pinpoint needs and available resources for victims of human trafficking

Session 3A: Nursing Home Transfers and Discharges

Michael Milliken
State Ombudsman · Department of Elder Affairs
Long-Term Care Ombudsman Program · Tallahassee, FL


Transfer trauma occurs when Long-Term Care facility residents are unable to return to the place they call home. This session will present the consequences for that individual and actions to consider.  Federal requirements will be reviewed that provide the resident or legal advocate rights to return to a long-term care facility from the hospital and the process to follow when a facility refuses to readmit the resident to the facility will be discussed.



  1. Discuss federal requirements for long term facility transfers and discharges
  2. Explore options to meet patient's long term care planning needs
  3. Apply strategies to uphold resident's rights when refused readmission to long term facility care.

Session 3B: Coordinating with Caregivers: A Partnership for Patients

Allison N. Sandera, MHA
Project Manager
Florida Hospital Association · Orlando, FL


An estimated 52 million adults care for someone over the age of 18 in the U.S., or roughly one out of every five households.   Caregivers are often tasked with coordinating medical and personal care after discharge, despite little to no training.  This can include use of medical equipment, wound care, meeting complex nutritional needs, dissemination of test results, and coordination of services among a broad range of clinicians.  Training caregivers to take on this role can be challenging. During this session, we will explore both caregiver reported outcomes and recommendations for supporting and training caregivers to improve transitions of care.



  1. Discuss the growing role of caregivers in providing and coordinating care
  2. Provide resources and training tips to support the caregiver role
  3. Apply approaches to enable caregivers to effectively coordinate care

Session 4: Defensive Documentation

David Riesen, CCEP
Executive Director · Corporate Responsibility
Adventist Health System · Altamonte Springs, FL

Proper documentation (i.e., accurate, appropriate, complete, objective, timely) in the health care arena is critical from both a regulatory and payment perspective, In the fields of case management and transitional care, one must follow HIPAA regulations and provide highly objective documentation. Case management staff must be mindful of sharing what is pertinent and necessary; such as sensitive information (e.g., HIV/AIDS, BH history, etc.) only if and when appropriate with payers and post-acute providers. This session will review the requirements and challenges in medical record documentation, specific to utilization review and discharge planning


  1. Explain the appropriateness of responding to payer requirements and requests for clinical information
  2. Verbalize the importance of complete discharge planning documentation, incorporating patient/family involvement and agreement
  3. Identify recommended best practices

Session 5A: Preferred Provider Networks and Preservation of Patient Choice

Barbara Kenney, MS, RN, CCM, ACM-RN
System Director of Care Management
Lee Health · Fort Myers, FL


The shift from Fee For Service to Value Based Purchasing/ APM highlights the impact of post-acute care planning on transitions of care outcomes. Collaboration and coordination are essential. This session will review vital components to increase awareness of  post-acute care performance and align care protocols within an integrated acute/post-acute continuum.



  1. Discuss the shift from FFS to VBP/APM that necessitates greater influence over post-acute care outcomes
  2. Identify and apply four essential components for a successful post-acute care network to maximize results through continuous quality improvement
  3. Demonstrate how to preserve patient choice while sharing objective quality outcomes that drive post-acute selection

Session 5B: Medical Repatriations

Joseph Gonzales
CEO, President
Air Medical Group · Sarasota, FL


Coordination of  medical repatriations can present multiple case management challenges.   Planning for the continuation and transfer of care to meet the patient's and family's social, cultural, economic and medical needs requires a comprehensive plan. This session will cover the medical repatriation of patients to foreign countries, including anticipating and addressing barriers with workable solutions. 



  1. Describe the challenges with medical repatriation
  2. Explain procedures and processes to apply when working with consulates and embassies
  3. Identify and implement repatriation plans to transport and transfer patient care for patients in need

Session 6: IV Drug Management Panel

Kimberly Browne, LCSW, ACM-SW
Assistant Director · Social Work
Tampa General Hospital · Tampa, FL

Tammy Lindsay, RN, BSN
Manager of Case Management · Department of Patient and Family Resources
UF Health at Shands Hospital · Gainesville, FL

Alan Paulin, LCSW
Vice President · Outpatient & Recovery Services
Meridian Behavioral Healthcare, Inc. · Gainesville, FL

Pranav Shah MD
LPG · Adult Infectious Disease Specialists
Lee Health · Forty Myers, FL

Britt Thompson, MSN, RN, ACM-RN
Director · Care Management
Florida Hospital DeLand · DeLand, FL


Despite multidisciplinary efforts to thwart it, the opioid epidemic our nation is facing is not letting up.  Intravenous drug use-related bacterial infections are linked to substantial financial cost in the hospital setting are also tied to significant morbidity, prompting health systems to employ innovative strategies to care for this patient population.  In this discussion, an infectious disease specialist, a director of case management, and a clinical specialist involved in a treatment program will share their best practices on effective patient management.



  1. Understand options of treatment modalities for patients with IVDA history who need IV antibiotics and the risks associated with each
  2. Identify key stakeholders for the development of a treatment program for patients with IVDA history in need of IV antibiotics and how to leverage buy-in
  3. Anticipate barriers to the development of such a program and strategize ways in which these can be overcome

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August 16-17, 2018


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American Case Management Association
11701 W. 36th St.
Little Rock, Arkansas 72211
Phone: 501-907-ACMA (2262)
Fax: 501-227-4247