Certificate Program: Principles of Practice Management - on demand

Part 1 – General Practice Operations   
General practice operations are defined and guided by policies and procedures that ensure patients are scheduled accurately and quickly, patient wait times and visits are efficient and effective, and patients receive quality healthcare and accurate communications. Once these processes are in place, it is then important to develop a program to consistently improve them, as needed, to achieve sustainable growth, account for changes in the external environment, and keep up with changes within the business itself. Participants of this two-part session will learn about the common sourcing and uses of benchmarking data, the application of total quality management techniques such as Six Sigma and LEAN, and best practices for policies and procedures for patient scheduling, among other operational programs.  
 
This 90-minute program will provide you with the knowledge to:     

• Manage total quality management techniques such as Six Sigma and LEAN   
• Create and upkeep company policies and procedures   
• Summarize the best practices for key operational programs      

Part 2 – Accounts Payable and Payroll Management 
This session will provide you with the building blocks to manage your accounts payable and payroll management and develop strategic processes for cashflow management so you can feel confident when meeting with the CFO or accountants in future meetings. 

This 2-hour program will provide you with the knowledge to: 

• Manage cashflow in a productive and meaningful way 
• Apply a basic understanding of bookkeeping and internal cash controls 
• Employ strategies to manage the practice payroll 

Part 3 – Financial Reporting and Budgeting 
This session will teach you basic financial management principles and equip you with processes and best practices to measure, report, analyze and forecast financial performance. We’ll also discuss how to best leverage technology (e.g., software and systems) to make financial reporting easily accessible to healthcare leaders. 

This 2-hour program will provide you with the knowledge to: 

• Produce budgets and forecasts 
• Manage financial reports 
• Employ strategies to make your practice audit-ready 

Part 4 – Labor Relations and Employment Law 
This session will provide you with the understanding of regulatory compliance as well as company policies and procedures in the medical practice. Attendees will learn how to navigate regulatory minefields such as the Fair Labor Standards Act, Family Medical Leave Act, Title VII of the Civil Rights Act, and the Equal Pay Act.  
 
This 90-minute program will provide you with the knowledge to: 

• Assess regulatory compliance in your practice 
• Evaluate unlawful discrimination, harassment, and retaliation  
• Establish a comprehensive handbook with effective policies and procedures 

Part 5 – Revenue Cycle Management 
This session empowers participants to operationalize and manage the revenue cycle in a medical practice. Participants of this program will gain the resources to enhance revenue integrity by examining four aspects of the revenue cycle: Patient Access, claim preparation oversight and KPIs, quality programs and reporting. 
 
This 6-hour program will provide you with the knowledge to:  

• Assess and master revenue cycle management  
• Estimate the impact of daily activities upon the revenue cycle  
• Determine methods for continuous revenue cycle improvement and ongoing oversight  

Part 6 – Risk and Compliance with Applicable Laws 
This session will provide you with an understanding of the different types of legal entities to determine what business entity is right for a specific business or venture. Attendees will also gain insights into key laws and regulations applicable to healthcare business entities and providers and how they may influence business entity selection. 
 
This 1-hour program will provide you with the knowledge to: 

• Summarize the different types of organizational ownership models 
• Assess key elements of employment versus independent contractor status  
• Appraise healthcare joint venture and private equity concepts related to business entity structure 

Part 7 – Information Technology and Cybersecurity 
Almost everything we do in healthcare and within physician groups involves or is dependent on computers or Information Technology Systems. In this session, participants will learn about the optimal way to plan and oversee how the IT needs of the group are handled including clinician involvement, strategy, and in-house versus contracted services. The session will also cover IT integration with Electronic Health Records/EMRs and billing systems as well as the IT security environment.   
 
This 1-hour program will provide you with the knowledge to:     

• Assess technology needs   
• Select IT to support operations   
• Establish cybersecurity processes and procedures  

Part 8– Healthcare Data Analytics and Benchmarking   
Data analytics and benchmarking provides a means to assess the competitiveness of overall practice operations. This session will show attendees how to benchmark and which key performance indicators (KPIs) are suggested to assist with achieving the goals and strategies of the practice. Examples of using data to enhance the operations will be provided throughout the session.   
 
This 1-hour program will provide you with the knowledge to:    

• Determine the best practices for measuring key performance indicators  
• Assess practice operations plans via benchmarking tools   
• Evaluate performance via analytical processes via total quality improvement techniques 

Part 9 – Talent Management 
This online program empowers participants to assess training and development styles that connect with their employees; use performance evaluations as a tool for organizational effectiveness; and employ analytical, surveying and benchmarking tools to measure the effectiveness of employee engagement and talent management programs.  
 
This 45-minute program will provide you with the knowledge to:  

• Establish staff development through adult learning models and learning styles 
• Evaluate the effectiveness of training techniques, methods and processes  
• Measure talent management success through surveying and benchmarking

Part 1: General Practice Operations 

Assessing and Improving Your Organization

Adrienne Lloyd, MHA, FACHE  
CEO, Optimize Healthcare, LLC; Consultant, MGMA 

Adrienne Palmer Lloyd, MHA, FACHE, is the Founder of Optimize Healthcare and an MGMA consultant.  With over 20 years in healthcare leadership roles, including time at Mayo Clinic and Duke University Health System, she has held executive roles across a variety of specialties and worked with both large academic systems and small group practice organizations.  Adrienne has led multiple multi-million-dollar transformations through a combination of process improvement methodologies and other techniques to create cultures of team engagement and innovation, while increasing satisfaction for patients, staff and providers.  She is passionate about helping leaders as they strive to optimize their own organizations through the challenging environments they are facing.  

She has experience in strategic planning, IT system and telehealth implementations, space planning and design, operational management, clinical integration and standardization, and leadership development.  She is certified in Lean and Six Sigma and as a trainer, coach and speaker with the John Maxwell Team.  She holds Bachelor's and Master's Degrees in Healthcare Administration from the University of North Carolina at Chapel Hill and is also a Fellow in the American College of Healthcare Executives.   She currently lives in Chapel Hill, North Carolina. 

Policies, Procedures, and Making it All Work 

Katie Lawrence, MHA, CMPE  
Vice President, South Caroline Operations, UpStream; Consultant, MGMA

Katie Lawrence, MHA, CMPE, has nearly 20 years of experience in executive leadership and change management. Her passion is simple: to partner with leaders to create organizational cultures where team members, leaders, and the business itself all flourish together.  

Katie has deep industry experience in healthcare, yet the skills and systems she teaches cut across all industries to shape resilient leaders and teams. Today’s working world requires knowledge of tools and techniques for excelling in leadership while avoiding burnout and personal exhaustion.   

Katie provides insight and inspiration for confidence among leaders of all experience levels. Her energy is palpable – whether the audience is live in the room or streaming through a computer screen. She provides real life examples to connect concepts to action, empowering leaders with tools they can put into use immediately.  

Katie has spent the majority of her career fostering growth in the Prisma Health medical group through escalating leadership roles that have crossed clinical departments and geography. Managing through partnerships and influence, Katie leads projects that focus on improving all aspects of the Quadruple Aim: patient experience, clinical quality, cost management, and provider/employee experience.   

Part 2: Accounts Payable and Payroll Management 

Accounts Payable Management 

Tammy R. Walsh, CHFP, CRCR, FHFMA 
CEO/President, Paramount Healthcare Solutions, LLC 

Tammy is an executive finance and operations leader with 20+ years’ experience with a focus in healthcare providing cross-industry expertise in strategy, operations, business development, financial consulting and client service with strong leadership, problem-solving, planning, team-building and project management skills. Her background as a CFO for physician groups has led her to be a proven leader to revitalize and restructure problem organizations ensuring organizational excellence.   
 
Tammy is CEO/Founder of a physician consulting services firm providing strategy and optimization to provider groups and health care organizations across the nation. The services range from physician compensation methodologies, revenue cycle optimization, hospital-physician alignment, clinic operational process improvement, compliance and overall leadership insight. Her services also offer interim-CFO and COO capabilities for provider groups. 
 
Tammy is a member of the Healthcare Financial Management Association (HFMA) and serves as an officer for the Lone Star Chapter as well as chairing the state-wide Texas Conference in 2020 and 2021. She is also a member of the American College of Healthcare Executives (ACHE) and Medical Group Management Association (MGMA). Tammy is a frequent speaker and writer on physician-related revenue cycle, finance and strategic topics for these organizations and many others. 
 
Tammy is an adjunct professor teaching courses in Leadership and Healthcare Finance to the Master of Business Administrative Healthcare Students at Texas Christian University. She serves as the Board Chair at the University of North Texas Health Science Center MHA Advisory Board. She is also a member of the Advisory Board at the University of Texas at Arlington, College of Business, Accounting Department. 
 
She is a Certified Healthcare Financial Professional (CHFP) and Certified Revenue Cycle Representative (CRCR). She was recently awarded the Fellow Healthcare Financial Management Association (FHFMA) designation.   
 
She is a graduate of University of Houston, Texas, with a B.S. degree in Finance. 

Payroll Management 

Sharon Z. Ginchansky, MAOM, SHRM-SCP
MAOM Consultant, Brittain-Kalish Group 

Sharon Z. Ginchansky, MAOM, SHRM-SCP, is an organizational consultant with the Brittain-Kalish Group, specializing in revitalizing leadership and organizational change to improve operations and to enhance the way businesses engage their staff. She is recognized as an expert in leading organizations through start up, culture changes, acquisitions and divestitures, and labor negotiations. She has more than 25 years of operational and human resources experience working as an executive in the healthcare field. 
 
Ginchansky holds a bachelor’s degree in English from American Jewish University and a master’s in organizational management from University of Phoenix. She is a member of SHRM, DallasHR and is a former long-time member of Vistage International. 

Dawn Adams, MS, PMP, SHRM-SCP
Human Resources Consultant, Brittain-Kalish Group 

Dawn Adams is a veteran of delivering innovative solutions to solve deep organizational challenges in partnership with leaders from the airline to telecom industries. Recognized for being a catalyst to building high-performance cross-functional teams that exceed organization goals, her passion is enabling organizations to maximize the effectiveness of their most valuable asset — by ensuring that the right people are in the right place, with the right supports, so they are empowered to do the right thing.  


Part 3: Financial Reporting and Budgeting 

Brett McCallon 
Sr. Director, Finance & Analytics, MGMA 

Brett McCallon is Sr. Director of Finance and Analytics for MGMA and specializes in financial planning & analysis (FP&A) and general analytics. Brett’s passion is providing data-driven insights to business leaders and operators that allow them to make more-informed strategic decisions. Brett believes that a robust finance and accounting function can add value far beyond just financial reporting and compliance. Prior to joining MGMA, Brett spent seven years in a Fortune 500 healthcare setting, performing a variety of roles, including FP&A, analytics and internal consulting, where his contributions helped generate tens of millions of dollars in value through cost management and efficiency initiatives.   

Steven K. Sinclair, CPA, CMPE 
Chief Financial Officer, Graves-Gilbert Clinic 

Steven holds a degree in accounting from Western Kentucky University and is a CPA with five years of experience in public accounting.  However, the past 34 years of his career have been spent in healthcare. His extensive experience includes responsibility for all financial aspects of a large multispecialty clinic, as well as capital improvement projects, information technology services, purchasing and physician recruitment.    

A special interest in revenue cycle management has helped his group achieve outstanding results in this area, including MGMA Better Performer recognition. He continues to be driven to seek new and better ways to improve financial performance.    

Part 4: Labor Relations and Employment Law 

Judith H. Holmes, JD 
Co-Founder, The Compliance Clinic LLC, BestStaffEver.com  

Judy received her BA degree from Colorado College and her JD degree from the University of Denver. She has practiced law for more than 30 years and has extensive trial experience, defending healthcare providers in medical negligence cases and employers in employment-related suits and claims. Her practice currently focuses on advising healthcare practices on risk management and employment law issues.  
 
Judy is a faculty member of the National Institute for Trial Advocacy. She has served as the Vice President of both the Colorado and Denver Bar Associations and as a member of the Board of Governors of the Colorado Bar Association and the American Bar Association. She is a frequent speaker on employment law and practice management issues for several national medical groups and has authored numerous articles and medical textbook chapters on risk management, employment law, and compliance issues. 

Part 5: Revenue Cycle 

Shawntea "Taya" Moheiser, MBA, FACMPE, CMOM 
Chief Revenue Cycle Officer, H4 Technology, LLC 

Taya Moheiser, MBA, FACMPE, CMOM, is a subject matter expert (SME) in healthcare compliance, organizational governance, process optimization and revenue cycle management. She has held senior-level executive management positions in private practices, collaborative institutes and national care coordination organizations. Taya consults on all areas of healthcare operations including performance improvement, quality improvement, risk reduction and the shift to value-based payment methodologies.  

Taya has served on MGMA’s Government Affairs Council and co-authored Revenue Cycle Management: Don’t Get Lost in the Financial Maze. Taya graduated summa cum laude from Bellevue University with a bachelor of science in healthcare management, and she is seeking an executive healthcare MBA from Creighton University. Taya also is the current president of Nebraska HIMSS and sits on two workgroups with MGMA that provide feedback to CMS on proposed legislation. Taya is a frequent speaker for state and national MGMA meetings as well as several rural health associations.   

Kem Tolliver, CMPE, CPC, CMOM 
President, Medical Revenue Cycle Specialists, LLC 

Kem Tolliver a public speaker, co-host of the RevDive podcast and co-author of Revenue Cycle Management: Don't Get Lost in the Financial Maze. Medical practices managed by Kem have received MGMA Better Performer distinctions in the areas of A/R and collections.  
 
As president of Medical Revenue Cycle Specialists, LLC, she and her team lead healthcare organizations in practice startup and transformation, revenue cycle improvements, clinical documentation improvement, educational programming, payer contracting, HIT software development, EHR/PM software customization, risk management and telehealth integration.  
 
With a desire to impact public health, she offers strategies to CINs, ACOs and MCOs on interoperability, clinical workflow redesign and transitional care management. She has bachelor of science degrees in healthcare administration and organization management, with summa cum laude and magna cum laude distinctions, from Washington Adventist University. 
 
Maintaining board certifications from AAPC, MGMA and PMI allows Kem to be an industry thought leader who is called upon to provide strategic guidance on regulatory and operational improvement outcomes. She has served on the Board of Directors at Laurel Regional Hospital, as well as on the Board of Directors of Maryland MGMA as the chair of the Government Affairs Committee and the State of Maryland’s ACMPE Certification Rep. Kem is the President of the PG County Chapter of AAPC.          

Part 6: Risk and Compliance with Applicable Laws 

Isabelle Bibet-Kalinyak, JD, MBA  
Attorney and Partner, Brach Eichler  
 
Isabelle Bibet-Kalinyak (Maitre Bibet-Kalinyak) is a partner at McDonald Hopkins and a healthcare attorney (compliance and transactional) in our national Healthcare Practice Group. She also leads the firm's Immigration Practice Group, which is specialized in employer-based immigration. In addition, as one of the few French business attorneys in the U.S., she advises U.S. clients with overseas operations/deals in French-speaking countries and French-speaking companies that desire to expand operations/scope in the U.S. In 2019, she received the honor to be nominated by France as Honorary Consul with jurisdiction over northern and central Ohio.  
 
Isabelle is passionate about business and the law. Fluent in French, her native language, Isabelle has more than 30 years of international business experience in the healthcare, aerospace and plastics industries. Prior to joining McDonald Hopkins, she worked as a corporate health care attorney for the law firm of Brouse McDowell after honing her legal skills in-house for a major health system (Akron General Health System, now part of the Cleveland Clinic) and a local county hospital (Robinson Memorial Hospital, now part of University Hospitals). She served in senior strategic business development positions for a global pharmaceutical company (Sanofi-Aventis). She also served as General Manager of a division for a global manufacturer of aircraft and train parts in Paris, France (Schneller Inc., now a division of the Transdigm Group). She is a frequent presenter at national and local conferences (American Health Lawyers Association (AHLA), the American Academy of Ophthalmology (AAO/AAOE), American Society of Ophthalmic Administrators (ASCRS/ASOA), Medical Group Management Association (MGMA), Ohio Hospital Association, Academy of Medicine of Cleveland and Northeast Ohio, etc.) on topics related to health care, mergers and acquisitions, and business immigration. 

Part 7: Information Technology and Cybersecurity 

Lee Holmes, MHA/MBA, FACMPE, FACHE   
Founder, CEO, DiaSante Health  
 
M. Lee Holmes, MHA/MBA, FACHE, FACMPE, is a clinical operations senior executive with over 25 years in the healthcare profession, Lee's career has been comprised of progressively higher leadership roles. He recently completed a multi-year tenure as CEO of both Intensive Specialty Hospital and for Imperial Health, a 90-provider/20-location, multi-specialty group. Previously, he held leadership positions in both private group practices and large academic medical centers.  
 
Lee completed his undergraduate at Texas A&M University and his MHA/MBA from the University of Houston - Clear Lake. He is a Fellow in both the American College of Healthcare Executives and the MGMA's College of Medical Practice Executives. A 28-year veteran of the Air Force, he is also currently serving as a Colonel on the 8th Air Force Headquarters' command staff. 

Part 8: Healthcare Data Analytics and Benchmarking 

Lauren Jones  
Sr. Data Strategist, MGMA  
 
Lauren Jones is MGMA's primary Healthcare Data Strategist. Lauren believes in the importance of advancing medical practice performance in the healthcare industry and considers one of the greatest ways to do this is through benchmarking data.  Previously a practice manager and having worked in healthcare over the last 10 years, Lauren has a unique background with multiple specialties and extensive experience in benchmarking. After applying MGMA benchmarking data to her previous practice, she exceeded their budgeted annual revenue goal by $1.12M in 10 months while also improving their patients' experience scores to almost 100% month-to-month. She has become knowledgeable in operationalizing and analyzing MGMA's DataDive tool and now travels to educate members to better understand how to apply MGMA's data to their own organization. Since joining MGMA and the Organizational Membership Department, Lauren has engaged over 200 organizations helping to better benchmark against MGMA's DataDive Tool. 

Andrew Hajde, CMPE 
Director, Content & Consulting, MGMA 

With more than 20 years of healthcare experience, Andrew Hajde, CMPE, Assistant Director of Association Content at MGMA, has held numerous high-level operations management positions in the healthcare industry. His most recent role in healthcare prior to working at MGMA was supervising 14 medical practices, with 78 providers and more than 200 employees, for a Fortune 500 healthcare company. The practice specialties he supervised included internal medicine, OB/GYN, urology, endocrinology, radiation oncology, neurosurgery, orthopedic surgery, vein surgery, bariatric surgery, cardio-thoracic surgery and cardiology.    

During his career, he also worked in various operational- and medical billing-related management roles, opened/acquired 25 medical practices, and managed an occupational medicine and rehab (PT/OT) practice. He has many years of experience with strategic planning, benchmarking, revenue cycle, operational improvement, employee/manager development and strategic marketing. 

Part 9: Talent Management 

Dawn Adams, MS, PMP, SHRM-SCP
Human Resources Consultant, Brittain-Kalish Group 

Dawn Adams is a veteran of delivering innovative solutions to solve deep organizational challenges in partnership with leaders from the airline to telecom industries. Recognized for being a catalyst to building high-performance cross-functional teams that exceed organization goals, her passion is enabling organizations to maximize the effectiveness of their most valuable asset — by ensuring that the right people are in the right place, with the right supports, so they are empowered to do the right thing. 

Sharon Z. Ginchansky, MAOM, SHRM-SCP
MAOM Consultant, Brittain-Kalish Group  

Sharon Z. Ginchansky, MAOM, SHRM-SCP, is an organizational consultant with the Brittain-Kalish Group, specializing in revitalizing leadership and organizational change to improve operations and to enhance the way businesses engage their staff. She is recognized as an expert in leading organizations through start up, culture changes, acquisitions and divestitures, and labor negotiations. She has more than 25 years of operational and human resources experience working as an executive in the healthcare field. 
 
Ginchansky holds a bachelor’s degree in English from American Jewish University and a master’s in organizational management from University of Phoenix. She is a member of SHRM, DallasHR and is a former long-time member of Vistage International. 

Continuing Education Information

Delivery method: Self-Paced Study
Learning level: Advanced - Education that builds on an intermediate curriculum, designed to help you synthesize and evaluate complex concepts to create outcomes-based solutions.  
Learning format: Traditional   
Prerequisites: The ability to apply the topic or knowledge area.  
Advance preparation: None 
Duration: 15 hours

Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar or if you watch the recording, respond to the integrated polls in order to meet the interactivity requirement required by accrediting organizations. 

• ACMPE, medical practice administrators in certification and Fellowship through ACMPE 
• CEU, generic continuing education credit 

Official Continuing Education Statements and Availability

American College of Medical Practice Executives (ACMPE) 
This program is approved as a live learning event for ACMPE continuing education hours. A cumulative total of 50 ACMPE continuing education credit hours is among the requirements for attaining the Certified Medical Practice Executive (CMPE) credential. To maintain CMPE or Fellow status, you must earn 50 hours of qualifying credit hours every three years, of which 30 hours must come from MGMA national, state or local offerings, including 12 from a live learning event. 
 
Learn more about the ACMPE certification program.  
 
One ACMPE credit is earned for every 60 minutes of educational content, rounded down to the nearest 0.25. 


Continuing Education Units (CEU) 
A certificate of attendance will be provided to healthcare professionals requesting generic CEUs for professional development, certifications through other professional associations or specialty societies.  
 
One generic CEU credit is earned for every 60 minutes of educational content, rounded down to the nearest 0.25. 


Disclosure of conflict of interest
MGMA requires instructors, planners, managers and other individuals who are in the position to control the content of this activity to disclosure any real or apparent conflicts of interact (COI) they may have as related to the content of this activity. All identified COI’s are thoroughly vetted and resolved according to MGMA policy. The existence or absence of COI for everyone in a position to control content will be disclosed to participates prior to the start of each activity.