Davis Chapter Management Year. For Period 5/1/2015-3/15/2016
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1 Chapter Requirements Completed Due Date Chapter Balanced Score Card Review þ 6/1/15 Annual Educational Program Plan þ 6/1/15 Chapter Verification Forms (Budget/Board/ByLaws/Website) þ 7/1/15 Founders Award Maintenance þ 7/1/15 Annual Financial Review þ 8/1/15 IRS Form 990 þ 8/1/15 Fall Presidents Meeting þ 9/30/15 Membership Satisfaction Survey (Participate) þ 11/30/15 Chapter Leadership Roster o 3/1/16 Leadership Training Conference o 4/30/16 Awards of Excellence for Education Sister Mary Gerald Bronze Award John M. Stagl Silver Award Charles F. Mehler Gold Award Platinum Award >=16.2 < 18.0 RegHrs/mbr Selected Yr. Last Yr. >=18.0 < 20.1 RegHrs/mbr Mbr >=20.1 < 26.3 RegHrs/mbr >=26.3 RegHrs/mbr C. Henry Hottum Award for Educational Performance Improvement Hours needed % toward for Hottum achievement Greater than 6.0% Increase = , % Educational Programming No. of Chapter Events HFMA National Event Entries Member Attendance Non Member Attendance Last Yr Last Yr Total Live Learning /elearning Center Attendance Total Registrant Hours 1, , ,658.8 Registrant Hrs. / Member Chapter Newsletters Last Yr Last Yr. Total No. of Newsletters (Min. 1 per quarter) CBSC Education Registrant Hours Registrant Hrs. Member 2, Awards of Excellence for Certification Bronze: >= 8.2% Silver: >= 10.2% Gold: >= 12.2% Awards of Excellence for Membership Growth and Retention To achieve this award membership growth and retention for the year must be: Bronze: Silver: Gold: =CBSC goal >=1.5% above CBSC >=2.5% above CBSC Platinum: >=4.0% above CBSC The CBSC Membership is 136 Actual % Certified 8.1% Membership Growth to CBSC 3.7% * *Note: This figure may fluctuate throughout the year Chapter Types: LM - Large Metropolitan Chapter SM - Small Metropolitan Chapter R - Rural Chapter S - Statewide Chapter SR - Statewide / Rural Chapter Size Levels 1 = = = = = => 1000 members Certification Exams (passed and taken) are counted monthly. Page 1 of 6
2 Start Date End Date Running Time Mbrs Non Mbrs Total Attend Reg. Hours Program Title Chapter Events 6/16/15 6/16/ Meet the CEO 7/21/15 7/21/ Labor Relations Law Update 8/18/15 8/18/ Meet the CMO 9/9/15 9/9/ Nevada Hospital Association Annual Meeting 9/21/15 9/21/ National Transforming Clinical Practice Initiative 10/1/15 10/1/ Reimbursement Panel Discussion 10/20/15 10/20/ Monthly Speaker - Cyber Liability in Health Care 10/27/15 10/27/ ,064.0 Nevada Health Care Forum 11/17/15 11/17/ Monthly Speaker 12/15/15 12/15/ Accountable Care in Northern Nevada 1/19/16 1/19/ Making Primary Care Work for Patients, Providers a Subtotals: HFMA National Events /12/15 5/12/ HFMA National ATC: RAT24-HFMAs Balancing Clinical & Financial Concerns Webinar - 5/13/15 5/13/ HFMA National ATC: RAT21-HFMA's Reining in Labor Cost Webinar - 15AT21 5/19/15 5/19/ HFMA National ATC: RAT34-HFMA's Creating Revenue Integrity Strategies Webinar - 5/20/15 5/20/ HFMA National ATC: RAT30-HFMA's Compliance With IRS-501(r) Webinar - 15AT30 5/20/15 5/20/ HFMA National: HFMA Chapter Leader Webinar: IRS 990 Reporting Requirements - 14C 5/21/15 5/21/ HFMA National ATC: RAT37-HFMA's How Memorial Health System Improved Webinar /26/15 5/26/ HFMA National ATC: RAT38-HFMA's-Reducing Value-Based Purchasing Penalties - 15AT 5/27/15 5/27/ HFMA National ATC: RAT33-HFMA's A Cross-Organizational Approach Webinar - 15AT33 6/2/15 6/2/ HFMA National ATC: RAT39-HFMA's MAP App Toolkits Webinar - 15AT39 6/3/15 6/3/ HFMA National ATC: RAT35-HFMA's A 360-Degree Perspective Webianr - 15AT35 6/4/15 6/4/ HFMA National ATC: RAT32-HFMA's ICD-10's Impact Webinar - 15AT32 6/11/15 6/11/ HFMA National ATC: RAT36-HFMA's Managing Perioperative Operations Webinar - 15AT 6/16/15 6/16/ HFMA National ATC: RAT31-HFMA's How Overtime May Be Harming Webinar - 15AT31 6/18/15 6/18/ HFMA National ATC: RAT41-Strategies for Addressing High DSOs Webinar - 15AT41 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - CSER4-Cultivating Leadership Com 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - ER2-Using Predictive Analytics t 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - A03-Reducing Denials and Increas 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - A08-Tapping the EHR to Improve Q Page 2 of 6 Educational Programming
3 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - A10-Supporting a Continuum of Ca 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - A11-Managing Risk-Based Contract 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - A13-Maximizing Success in a Bund 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - B03-Enhancing the Revenue Cycle 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - B04-Health Insurance Exchanges 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - B10-Creating a Successful Super 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - B11-Using Innovation to Manage P 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - B12-True Impact of the OPPS Pack 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - C02-A Lean Approach to Revenue C 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - C05-Competing in the Emerging Re 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - C07-Using Labor Productivity & L 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - C09-Uncovering Hidden Opportunit 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - CFO1 - CFO Only Session: Leading 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - D02-Using Patient Access Benchma 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - D04-The Evolving Health System B 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - D05-Maintaining Compliance 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - D06-Current Reimbursement and Co 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - D11-IPPS and Other PPS Medicare 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS1-Protecting Patients' Financi 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS2-Increasing Consumer Access t 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS3-Creating Sustainable Revenue 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS4-Navigating the Capital Marke 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS5-Physician Collaborations Tha 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - FS7-Taking Analytics to the Next 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - GS1-How to Change Things When Ch 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - GS2-Health Care 2025: Building t 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - GS3-Leadership in a Rapidly Chan 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - SS-Solutions Showcase 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - HFMA1-Measuring & Communicating 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - HFMA2-Improving the Patient Expe 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - HFMA4-Implications of FASB's Pro 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - IL5-Creating Clinical and Financ 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - PCW1-Population Health Managemen 6/22/15 6/25/ HFMA National: HFMA's 2015 National Institute - PCW4-The Revenue Cycle's Impact 7/15/15 7/15/ HFMA National ATC: RAT42-HFMA's Leveraging Data Webinar - 15AT42 7/16/15 7/16/ HFMA National: HFMA's Chapter Leadership Series Webinar: Lost & Found: - 15CHPAT Page 3 of 6
4 7/22/15 7/22/ HFMA National ATC: HFMA's Successfully Maintaining Revenue Cycle KPIs Webinar - 7/23/15 7/23/ HFMA National ATC: Understanding Medicare's Proposed FY2016 IPPS Rule Webinar - 7/29/15 7/29/ HFMA National ATC: HFMA's Understanding the Impact of HCC Risk Scoring Webinar - 8/11/15 8/11/ HFMA National ATC: RAT47-HFMA's OPPS and ASC Payment Systems Webinar - 15AT47 8/24/15 8/24/ HFMA National ATC: RAT67-HFMA's Two-Midnight Rule Webinar - 15AT67 8/25/15 8/25/ HFMA National ATC: RAT58-Care for Joint Replacement Model Webinar - 15AT58 8/26/15 8/26/ HFMA National ATC: RAT50-How Providers Can Webinar - 15AT50 8/27/15 8/27/ HFMA National ATC: RAT48-HFMA's Revealing Productivity Performance Webinar - 15A 9/15/15 9/15/ HFMA National ATC: RAT51-HFMA's Overview of MACRA Legislation Webinar - 15AT51 9/28/15 9/28/ HFMA National ATC: RAT72-HFMA Three Perspectives on Leading Generations Webinar 9/29/15 9/29/ HFMA National ATC: RAT59-"Understanding the FCC Latest Ruling" Webinar - 15AT59 10/5/15 10/5/ HFMA National ATC: RAT69-340B Drug Discount Program Webinar - 15AT69 10/7/15 10/7/ HFMA National ATC: RAT53-Are Payment Threats Lurking Webinar - 15AT53 10/8/15 10/8/ HFMA National ATC: RAT57-Effective Care Coordination Webinar - 15AT57 10/13/15 10/13/ HFMA National ATC: RAT55-Medicaid Eligibility Strategies Webinar - 15AT55 10/15/15 10/15/ HFMA National ATC: RAT61-Transform Your Billing Webinar - 15AT61 10/20/15 10/20/ HFMA National ATC: RAT63-HFMA's Community Benefit Webinar - 15AT63 10/20/15 10/20/ HFMA National ATC: RAT66-HFMA's The Patient Financial Experience Webinar - 15AT6 10/22/15 10/22/ HFMA National ATC: RAT64-HFMA's Reduce Variability Webinar - 15AT64 10/27/15 10/27/ HFMA National ATC: RAT70 - Denials Management Paradigm Webinar - 15AT70 10/28/15 10/28/ HFMA National: HFMA Chapter Leader Webinar: MidYear Tune-Up - 15CHPAT22 11/3/15 11/3/ HFMA National ATC: RAT54-Choosing the Right Reimbursement Model Webinar - 15AT54 11/11/15 11/11/ HFMA National ATC: RAT77-HFMA's Patient Access Strategy Affects Bottom Line /12/15 11/12/ HFMA National ATC: RAT74- HFMA's Inspector General's 2015 Workplan Webinar - 15A 11/18/15 11/18/ HFMA National ATC: RAT85- HFMA's Margin Improvement in Labor Webinar - 15AT85 11/19/15 11/19/ HFMA National ATC: RAT56-Legislative Healthcare Issues Webinar - 15AT56 11/19/15 11/19/ HFMA National: HFMA's Chapter Leader Webinar:Volunteer Engagement - 15CHPAT12 11/30/15 11/30/ HFMA National ATC: RAT76-HFMA's 2016 Final Rule Changes Webinar - 15AT76 12/9/15 12/9/ HFMA National ATC: RAT89-HFMA's Managing a Flexible Workforce Webinar - 15AT89 12/14/15 12/14/ HFMA National ATC: RAT82-HFMA Overview of Medicare's Comprehensive Care Webinar 12/15/15 12/15/ HFMA National ATC: RAT87-Maximizing Your CDI Program Webinar - 15AT87 12/16/15 12/16/ HFMA National ATC: RAT81-HFMA's Improve Efficiency and Accuracy Webinar - 15AT81 1/11/16 1/11/ HFMA National ATC: RAT83-HFMA's Efficient Healthcare Payment Processor Webinar - 1/25/16 1/25/ HFMA National ATC: RAT05- HFMA's Work-Life Balance Webinar - 16AT05 2/2/16 2/2/ HFMA National ATC: RAT02-HFMA's Understanding Today's Payor Climate Webinar /4/16 2/4/ HFMA National ATC: RAT08-Bridging the Clinical and Financial Divide Webinar - 16 Page 4 of 6
5 2/9/16 2/9/ HFMA National ATC: RAT80-HFMA's Kick Healthcare Analytics Up a Notch Webinar - 1 2/16/16 2/16/ HFMA National ATC: RAT07-HFMA Children's Hospital Benchmarking Solution Webinar 2/23/16 2/23/ HFMA National ATC: RAT09-Using Chronic Care Management Programs - 16AT09 2/24/16 2/24/ HFMA National ATC: RAT10-Certified Healthcare Financial Professional Webinar - 1 Subtotals: Live Learning /elearning Center Attendance 6/1/15 6/1/ elearning Center Session: Strategies to Ensure Compliance with IRS AT30A 7/1/15 7/1/ elearning Center Session: Population Health Management - 14AT47A 10/1/15 10/1/ elearning Center Session: Women in Leadership Roles - 15AT52A 10/1/15 10/1/ elearning Center Session: Adapting to the Affordable Care Act - 14AT57A 2/1/16 2/1/ elearning Center Session: Business of Healthcare - BOH2015 2/1/16 2/1/ elearning Center Session: Operational Excellence - OPEX2015 Subtotals: Total Publication Date 05/10/ /31/ /16/ /15/2016 Publication Title Grapevine - Volume 19, Issue 4 The Grapevine HFMA Grapevine - Volume 20, Issue 3 HFMA Grapevine - Volume 20, Issue 4 Chapter Newsletters Award_Date Award_Name 4/30/15 Award of Excellence for Education: Charles F. Mehler Gold Award 4/30/15 C. Henry Hottum Award for Educational Performance Improvement 4/30/15 Award of Excellence for Membership Growth and Retention: Bronze 4/30/15 Helen M. Yerger Special Recognition Award - Collaboration 4/30/15 Helen M. Yerger Special Recognition Award - Member Service 4/30/15 Helen M. Yerger Special Recognition Award - Multi-Chapter - Improvement 4/30/14 Award of Excellence for Education: Charles F. Mehler Gold Award 4/30/14 The Bronze Award of Excellence for Membership Growth and Retention 4/30/14 Helen M. Yerger Special Recognition Award - Education 4/30/14 Helen M. Yerger Special Recognition Award Multi- Collaboration 4/30/14 Helen M. Yerger Special Recognition Award Multi- Education (2) 4/30/13 Award of Excellence for Certification: Bronze 5 Year Chapter Awards History Page 5 of 6
6 4/30/13 Award of Excellence for Education: Charles F. Mehler Gold Award 4/30/13 Award of Excellence for Membership Growth and Retention: Gold 4/30/13 C. Henry Hottum Award for Educational Performance Improvement 4/30/13 Helen M. Yerger Special Recognition Award - Education 4/30/13 Helen M. Yerger Special Recognition Award - Improvement 4/30/13 Helen M. Yerger Special Recognition Award Multi-Chapter - Certification 4/30/13 Helen M. Yerger Special Recognition Award Multi-Chapter - Education 4/30/13 Helen M. Yerger Special Recognition Award Multi-Chapter - Membership Recruitment and Retention 4/30/12 Award of Excellence for Education: John M. Stagl Silver Award 4/30/12 Award of Excellence for Membership Growth and Retention: Gold 4/30/12 Helen M. Yerger Special Recognition Award - Collaboration 4/30/12 Helen M. Yerger Special Recognition Award - Innovation 4/30/12 Helen M. Yerger Special Recognition Award - Member Communications 4/30/12 Helen M. Yerger Special Recognition Award Multi-Chapter - Education 4/30/11 Award of Excellence for Certification: Gold 4/30/11 Award of Excellence for Education: Charles F. Mehler Gold Award 4/30/11 Helen M. Yerger Special Recognition Award Multi-Chapter - Education Page 6 of 6
Davis Chapter Management Year. For Period 5/1/ /9/2016
Chapter Requirements Completed Due Date Annual Educational Program Plan þ 6/1/16 Founders Award Maintenance þ 7/1/16 Chapter Verification Forms (Budget/Board/ByLaws/Website) þ 7/1/16 IRS Form 990 þ 8/1/16
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