Davis Chapter Management Year. For Period 5/1/ /9/2016
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1 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 Annual Financial Review þ 8/1/16 Fall Presidents Meeting þ 9/30/16 Membership Satisfaction Survey (Participate) o 11/30/16 Chapter Leadership Roster o 3/1/17 Leadership Training Conference o 4/30/17 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.. >=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 Live Learning /elearning Center Attendance Registrant Hours 1, , ,166.2 Registrant Hrs. / Member Chapter Newsletters. No. of Newsletters (Min. 1 per quarter) CBSC Education Registrant Hours Registrant Hrs. Member 1, 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 165 Actual % Certified 10.9% Membership Growth to CBSC -6.7% * *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 5
2 Start Date End Date Running Time Mbrs Non Mbrs Attend Reg. Hours Program Title Chapter Events 6/13/16 6/14/ PICPA Health Care Conference 6/16/16 6/16/ Mini LTC 7/22/16 7/22/ Physician Alignment 8/21/16 8/23/ R3 Summit 9/15/16 9/15/ Leadership Development/Golf Outing 10/20/16 10/20/ Care Continuum HFMA National Events /11/16 5/11/ HFMA National ATC: RAT19-HFMA's Leveraging Data to Drive Results Webinar - 16AT 5/17/16 5/17/ HFMA National ATC: RAT21-HFMA's A Patient-Centered Approach Webinar - 16AT21 5/18/16 5/18/ HFMA National: HFMA's Chapter Leadership Webinar: IRS990 Reporting - 16CHPAT2 5/24/16 5/24/ HFMA National ATC: RAT25-HFMA's Patient Financial Engagement Webinar - 16AT25 5/26/16 5/26/ HFMA National ATC: RAT27-HFMA's Steps to Implement Patient-Centered Billing /1/16 6/1/ HFMA National ATC: RAT24-HFMA's Commercial Audits Webinar - 16AT24 6/2/16 6/2/ HFMA National ATC: RAT26-HFMA's Focus on Customers Webinar - 16AT26 6/8/16 6/8/ HFMA National ATC: RAT28-HFMA's Labor Strategies to Lower Cost Webinar - 16AT28 6/9/16 6/9/ HFMA National ATC: RAT36 -HFMA's MACRA and the Proposed Rules Webinar - 16AT36 6/14/16 6/14/ HFMA National ATC: RAT29-HFMA's Pioneering a Rolling Forecast Webinar - 16AT29 6/16/16 6/16/ HFMA National ATC: RAT32- HFMA's Medicare's Proposed FY 2017 IPPS Rule Webinar - 6/21/16 6/21/ HFMA National ATC: RAT33-HFMA's Discovering Additional Net Revenue - 16AT33 6/23/16 6/23/ HFMA National ATC: RAT35-Financial and Productivity Analytics Webinar - 16AT35 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - A02-Re-evaluating Physician Comp 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - A05-The Patient Financial Experi 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - A07-Integration Trends, Best Pra 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - A11-Improving Hospital-Owned Med 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - B01-Using a Predictive Analytics 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - B12-The Retail Revolution in Hea 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - B13-Centralized Scheduling for a 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - C02-MACRA and Strategies for Hos 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - D02-Managing Labor Productivity Educational Programming Page 2 of 5
3 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - D06-Creating a Virtual CBO 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS1-Getting to High Reliability 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS2-Competition, Consumerism, an 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS3-A Better Way Toward Patient- 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS4-What Drives Patient Loyalty? 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS6-Enabling Physicians to Deliv 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - FS7-Industry Trends and Credit I 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - GS1-Finding Your Edge of Disrupt 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - GS2-The Future of Medicine Is in 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - GS3-Healthcare Innovation Panel 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - HCEP-Healthcare Economics Profes 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - HFMA2-Healthcare Dollars & Sense 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - IL5- Designing a Successful Pati 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - PPEC-Physician Practice Executiv 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - HFMA4- Women Lead HERe 6/26/16 6/29/ HFMA National: HFMA's 2016 National Institute - SCC-System Control Council Meeti 7/21/16 7/21/ HFMA National ATC: RAT38-HFMA's From Policy to Bottom Line Webinar - 16AT38 7/28/16 7/28/ HFMA National ATC: RAT39-HFMA's 2017 Proposed Rule -Physician Fee Schedule - 16A 8/10/16 8/10/ HFMA National ATC: RAT42-HFMA's Digital Payments and Consumerism Registration - 8/10/16 8/12/ HFMA National: HFMA's San Diego, CA Summer Seminars ADSFSD Seeding Compli 8/16/16 8/16/ HFMA National ATC: RAT41-HFMA's 2017 Proposed Rule Changes Webinar - 16AT41 8/18/16 8/18/ HFMA National ATC: RAT46-HFMA's Emerging Practices for Hospitals Webinar - 16AT4 8/23/16 8/23/ HFMA National ATC: RAT44-HFMA's 5 Signs It's Time to Outsource Webinar - 16AT44 8/24/16 8/24/ HFMA National ATC: RAT40-HFMA's Work-From-Home Strategies Webinar - 16AT40 8/24/16 8/24/ HFMA National: HFMA Chapter Leadership Webinar: "All Things Certification" /30/16 8/30/ HFMA National ATC: RAT43-HFMA's Moving Patient Access to the Front Line Webinar 9/8/16 9/8/ HFMA National ATC: RAT45-HFMA's Hidden Costs of Poor Quality Webinar - 16AT45 9/12/16 9/13/ HFMA National: HFMA's Large System Revenue Cycle Council Meeting - 16LSRC2 FAC F 9/13/16 9/13/ HFMA National ATC: RAT49-HFMA's Preparing for Medicare's Expansion Webinar - 16A 9/14/16 9/14/ HFMA National ATC: RAT47-HFMA's Understanding Medicare's Final FY 2017 Webinar - 9/20/16 9/20/ HFMA National ATC: RAT48- HFMA's Value Cycle Excellence Chargemaster Webinar - 1 9/25/16 9/27/ HFMA National: HFMA's Revenue Cycle Conference/MAP Event ADSDAPP MAP App 9/25/16 9/27/ HFMA National: HFMA's Revenue Cycle Conference/MAP Event ADSDAPP MAP App 9/25/16 9/27/ HFMA National: HFMA's Revenue Cycle Conference/MAP Event ADSDAPP MAP App 9/27/16 9/28/ HFMA National: HFMA's Women's Leadership Conference/Women Lead HERe WYOGA Page 3 of 5
4 10/4/16 10/4/ HFMA National ATC: RAT50-HFMA's Value Cycle Excellence Multi-Hospital Webinar - 10/13/16 10/13/ HFMA National ATC: RAT51-HFMA's Commercial Risk Program Webinar - 16AT51 10/19/16 10/19/ HFMA National ATC: RAT52-HFMA's Physician Network Life Cycle Webinar - 16AT52 10/26/16 10/26/ HFMA National ATC: RAT53-HFMA's Patient Access Strategies Webinar - 16AT53 10/26/16 10/26/ HFMA National: HFMA's Chap Leader Webinar: 1099 Misc. Reporting Webinar - 16CHPA 10/27/16 10/27/ HFMA National ATC: RAT54-HFMA's Applying Advanced Analytics Webinar - 16AT54 11/2/16 11/2/ HFMA National: HFMA's Chapter Leader Webinar: Innovation Overview - 16CHPAT5 11/10/16 11/10/ HFMA National: HFMA's Chapter Leader Webinar: Tune-Up for Your Membership - 16CH 11/14/16 11/14/ HFMA National ATC: RAT58-HFMA's Legislative and Regulatory Update Webinar - 16AT 11/16/16 11/16/ HFMA National ATC: RAT65-HFMA's Final CMS MACRA Rule Webinar - 16AT65 11/29/16 11/29/ HFMA National ATC: RAT61-HFMA's Strategies for Physician Groups Webinar - 16AT61 11/30/16 11/30/ HFMA National ATC: RAT59-HFMA's 2017 Final Rule Changes Webinar - 16AT Live Learning /elearning Center Attendance 5/1/16 5/1/ elearning Center Session: Business of Healthcare - BOH2015 6/1/16 6/1/ elearning Center Session: Business of Healthcare - BOH2015 7/1/16 7/1/ elearning Center Session: Operational Excellence - OPEX2015 7/1/16 7/1/ elearning Center Session: Operational Excellence - OPEX2015 8/1/16 8/1/ elearning Center Session: Why HFMA's CHFP is Right for You Recorded Webinar /1/16 8/1/ elearning Center Session: Business of Healthcare - BOH2015 9/1/16 9/1/ Virtual Healthcare Finance Conference: WA1-The Intersection of Innovation, Consu 9/1/16 9/1/ Virtual Healthcare Finance Conference: WA2-Consumer Choice: A Journey to Price T 9/1/16 9/1/ Virtual Healthcare Finance Conference: WA3-Key Considerations for Developing Out 9/1/16 9/1/ Virtual Healthcare Finance Conference: WA4-Systematic Innovation: Building the C Publication Date 11/10/ /10/2016 Publication Title The Nor'Easter The Nor'Easter Chapter Newsletters Award_Date Award_Name 4/30/16 Award of Excellence for Certification: Bronze 5 Year Chapter Awards History Page 4 of 5
5 4/30/16 Award of Excellence for Membership Growth and Retention: Platinum 4/30/16 Helen M. Yerger Special Recognition Award - Improvement 4/30/15 C. Henry Hottum Award for Educational Performance Improvement 4/30/15 Award of Excellence for Certification: Bronze 4/30/15 Award of Excellence for Membership Growth and Retention: Bronze 4/30/14 C. Henry Hottum Award for Educational Performance Improvement 4/30/14 Award of Excellence for Membership Growth and Retention: Bronze 4/30/13 Award of Excellence for Improved Chapter Performance 4/30/13 Award of Excellence for Membership Growth and Retention: Gold 4/30/13 C. Henry Hottum Award for Educational Performance Improvement Page 5 of 5
Davis Chapter Management Year. For Period 5/1/2015-3/15/2016
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
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