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Contains 32 Component(s), Includes Credits Includes Multiple Live Events. The next is on 06/06/2025 at 10:00 AM (EDT)
The Core Synthesis is part two of the two-part Core Curriculum on Medical Direction in Post-Acute and Long-Term Care (PALTC). The live virtual program will be held June 6-7, 2025.
June 6-7, 2025 | Virtual Program
The Core Synthesis is part two of the two-part Core Curriculum on Medical Direction in Post-Acute and Long-Term Care (PALTC). This live interactive course is comprised of dynamic lectures, spirited role plays, case-based discussions, and small group breakouts. After completing the Synthesis course, participants will be able to integrate the tools, knowledge, and skills learned into their practice as a PALTC medical director. Emphasis is placed on implementing the use of QAPI tools, problem-solving concepts, and root cause analysis in monitoring and managing quality indicators and quality management data and incorporating systems theory, systems management, and leadership skills into the daily work of the PALTC medical director.
Learning Objectives
At the conclusion of this activity, learners will be able to:
- Develop practical skills needed to fulfill the role and responsibilities of the medical director.
- Identify the unique aspects of the PALTC environment that impact the medical director’s job.
- Describe the organizational responsibilities and dynamics of the medical director and the interdisciplinary team (IDT).
- Develop communication skills to deal with responsibilities for the IDT, residents, and their families.
- Explain the resident care responsibilities of the medical director, including emergency care, quality management, family systems, and ethical considerations.
- Enhance leadership skills and team building towards a stronger role for the medical director with the IDT.
- Develop human resource skills to deal with difficult situations and improve personal effectiveness.
- Improve the medical director’s ability to learn and practice in the evolving environment of health care delivery.
- Apply newly acquired knowledge to daily facility and practice activities.
All Times are Eastern Time Zone.
Date/Time Session Virtual Location Friday, June 6 10:00 - 10:15am Course Introduction General Session 10:15 - 10:45am Today’s Medical Director: Challenges and Opportunities General Session 10:45 - 11:15am Quality: The Big Picture General Session 11:15 - 12:30pm Breakout A | QAPI: Tools, PIPs, PDCA Small Group Breakouts 12:30 - 12:45pm Break 12:45 - 1:45pm Breakout B | QAPI: QMs/Quality Management Small Group Breakouts 1:45 - 2:30pm In-the-Trenches Panel Discussion: Early Session General Session 2:30 - 3:15pm Meal Break 3:15 - 3:45pm Team Dynamics and Communication General Session 3:45 - 4:45pm Breakout C | Health Care Ethics, Resident Rights, Risk Management Small Group Breakouts 4:45 - 5:00pm Break 5:00 - 6:00pm Breakout D | NOT Just Another Ordinary Day at the SNF: Survey, F841/MSO Small Group Breakouts 6:00 - 6:45pm In-the-Trenches Panel Discussion: Late Session General Session Saturday, June 7 10:00 - 10:30am Protecting Rights, Preventing Deficiencies: The Role of the Medical Director General Session 10:30 - 11:00am System Theory: Application in Medical Direction General Session 11:00 - 12:00pm Breakout E | Medical Leadership and Medical Staff Oversight Small Group Breakouts 12:00 - 12:15am Break 12:15 - 1:00pm In-the-Trenches Panel Discussion General Session 1:00 - 1:30pm Herding Cats: Medical Staff Coordination General Session 1:30 - 2:00pm Leadership: A Tool for Effective Medical Directors General Session 2:00 - 2:15pm Course Wrap-Up/Closing Remarks General Session 2:15pm Adjourn - 11.5 CME
- 11.5 CMD Management
- 11.5 MOC
Credit Statements
Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
CME Designation: Post-Acute and Long-Term Care Medical Association designates this live activity for a maximum of 11.5 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for up to 11.5 management hour(s) toward certification or recertification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. Each physician should claim only those hours of credit actually spent on the activity. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org.
ABIM MOC: Successful completion of this CME activity, which includes participation in the evaluation component, enables the participant to earn up to 11.5 Medical Knowledge MOC points and patient safety MOC credit in the American Board of Internal Medicine’s (ABIM) Maintenance of Certification (MOC) program. It is the CME activity provider’s responsibility to submit participant completion information to ACCME for the purpose of granting ABIM MOC credit.
Financial Disclosure Statement
The following faculty and/or planners disclosed a relevant financial relationship:
- Luz Ramos-Bonner, MD, MBA, CMD - Stock Shareholder: InnovAge; Fulltime/Parttime Employee: Independence Blue Cross
- Meenakshi Patel, MD, CMD – Speakers Bureau: Janssen, Teva and Otsuka/Lundbeck; Grant Research Support: Janssen, Eli Lilly, GSK, LMT, Acadia
- Todd Sobol, MD, CMD – Advisory Board: CareBand Inc.
- Richard Stefanacci, DO, MBA, CMD - Consultant: Active Protective (TangoBelt)
All relevant relationships have been mitigated by the Association. No one else in control of content disclosed any relevant financial relationships with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Course Pricing
Early Bird Rate
Deadline March 20, 2025Regular Rate
March 21 - May 15, 2025Late Rate
May 16 - June 6Member $795 $895 $995 Non-Member $1,095 $1,195 $1,295 Become an PALTmed member and save!
Registration Cancellation
Cancellations must be submitted via email to registration@paltmed.org. Cancellations must be received two weeks (14 days) prior to the start of the course for a full refund less a $100 administrative fee. Cancellations received less than two weeks (14 days) prior to the start of the course will result in the forfeiture of all registration fees. "No Shows" also forfeit all fees. Forfeited registration fees cannot be applied to subsequent PALTmed programs.
If it becomes necessary to cancel or postpone the start date of the course, PALTmed will not be responsible for travel or hotel costs incurred by the registrant. A full refund of registration fees will be made if the course is not rescheduled, or if the registrant is unable to attend the rescheduled course.
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- Early bird pricing available!
- Non-member - $1,095
- Member - $795
- Regular Price after 03/20/2025 11:55 PM
- Non-member - $1,195
- Member - $895
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Contains 1 Component(s) Includes a Live Web Event on 06/04/2025 at 10:00 AM (EDT)
PALTmed’s inaugural Business of Medicine Symposium will gather clinicians and other leaders working in the PALTC continuum to learn and discuss how business trends are impacting their daily work, the quality of care for their patients, and the effectiveness of their teams.
June 4, 2025 | Virtual Symposium
PALTmed’s inaugural Business of Medicine Symposium will gather clinicians and other leaders working in the post-acute and long-term care continuum to learn and discuss how business trends are impacting their daily work, the quality of care for their patients, and the effectiveness of their teams. Using a combination of speaker presentations, panel discussions, and small group breakout sessions, participants will have an opportunity to ask questions of experts and learn from their peers.
This one-day virtual meeting will address topics such as how nursing homes make money, strategies for using technology to ease workload burdens, the role of private equity firms, working with ACOs, and understanding the value of your practice. The Symposium will also feature three “Quick Hits” breakout sessions where participants can talk with subject matter experts on a variety of timely topics.
Friday, June 4, 2025
All Times are Eastern Time Zone.
Time Session 10:00 - 10:05am Welcome 10:05 - 11:00am Let’s Get to Business: How Do Nursing Homes and Assisted Living Communities Make Money? 11:00 - 11:45am Embracing Technology to Ease Workload Burdens 11:45 - 12:00pm Break 12:00 - 1:00pm Private Equity Firms and PALTC: Big, Bad Wolf or Learning Opportunity? 1:00 - 2:00pm Industry Supported Presentation 2:00 - 2:45pm ACO Relationship Tips: When to Commit, How to Break Up, and What to do When You Get Dumped? 2:45 - 3:30pm "Quick Hits" Small Group Breakouts 5:00 - 6:00pm The Anatomy of a Transaction: Understanding the Value of Your Practice, Due Diligence, and What Happens After Sale of Your Practice 4:30 - 5:00pm Virtual Networking Happy Hour 5:00pm Adjourn
*Program is subject to change.Credit details coming soon.
Accreditation: The Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
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- Non-member - $175
- Member - $125
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Contains 53 Component(s), Includes Credits Includes Multiple Live Events. The next is on 01/21/2025 at 7:00 PM (EST)
The Online Core is part one of the two-part Core Curriculum on Medical Direction in Post-Acute and Long-Term Care (PALTC). The course is designed to help you become a successful medical director.
The Online Core is part one of the two-part Core Curriculum on Medical Direction in Post-Acute and Long-Term Care (PALTC). The course consists of a series of 30 interactive on-demand modules that provide comprehensive instruction on the medical director role within the PALTC setting. The Online Core also includes live monthly facilitator-led virtual forums, allowing you to discuss the course material in real time with faculty and other participants. Learners can complete the course at their own pace and on their own schedule. Upon completion of the Online Core, participants will be able to effectively fulfill the roles, functions, and tasks of the PALTC medical director.
View the Online Core syllabus.
Course Access
Once registered, learners will have access to the course for six months after the date of initial registration. PALTmed recommends completing the course in 12 weeks; the recommended schedule is outlined in the course syllabus.
Learning Objectives
At the completion of this activity, learners should be able to:
- Develop practical skills needed to fulfill the role and responsibilities of the medical director.
- Identify the unique aspects of the PALTC environment that impact the medical director position.
- Describe the organizational responsibilities and dynamics of the medical director and the IDT.
- Develop communication skills to deal with responsibilities for the IDT, residents, and their families.
- Explain the resident care responsibilities of the medical director, including emergency care, quality management, family systems, and ethical considerations.
- Enhance leadership skills and team building towards a stronger role for the medical director with the IDT.
- Develop human resource skills to deal with difficult situations and improve personal effectiveness.
- Improve the medical director’s ability to learn and practice in the evolving health care delivery environment.
- Apply newly acquired knowledge to daily facility and practice activities.
Luz Ramos-Bonner, MD, MBA, CMD
Faculty Chair, Core Curriculum on Medical Direction
Luz Ramos-Bonner, MD, MBA, CMD, is part of Independence Family of Companies as a network medical director for Independence Blue Cross. In this role, Dr. Ramos is responsible for collaborating with primary care providers to drive improved performance in the Pennsylvania market, including primary care population health and value-based programs with health systems. As part of the clinical care transformation leadership, her cross-functional role includes initiatives that promote whole-person equitable health and advancing the quintiple aim. Dr. Ramos is a geriatrician and finished her Masters of Business Administration in Healthcare at the George Washington University.
Barbara Tommasulo, MD, CMD, LNHA, CWSP
Faculty Vice-Chair, Core Curriculum on Medical Direction
Barbara Tommasulo, MD, CMD, CWSP, LNHA, has devoted her career to caring for older adults, particularly in PALTC. She is certified in internal medicine and geriatric medicine, is a certified wound specialist physician, and is a licensed nursing home administrator in NY. Medical education has been a mainstay throughout Dr. Tommasulo’s career. Her many years of experience in medical direction have included a variety of settings with various medical staff models. Currently, she is medical director of Northwell Orzac Center for Rehabilitation and assistant professor of medicine at Hofstra North Shore – LIJ School of Medicine.
Rebecca Ferrini, MD, MPH, CMD
Rebecca Ferrini, MD, MPH, CMD, is a full-time medical director for the County of San Diego 192-bed distinct part skilled nursing facility serving a younger, safety net population for 18 years. Her facility is five stars (CMS 20/20), has been named a top nursing home in U.S. News and World Report for six years, and received the American Health Care Association / National Center for Assisted Living 2017 Gold -- Excellence in Quality Award. Dr. Ferrini received the 2009 AMDA Medical Director of the Year Award and was honored for her leadership in the AMDA monograph on younger adults. Dr. Ferrini received the California Association of Long-Term Care Medicine Leadership Award in 2019. She has a specialty in hospice and palliative medicine and general preventive medicine.
John Heath MD, CMD
John Heath MD, CMD, completed his geriatric medicine fellowship at the University of Cincinnati in 1988 and has since been medical director for various PALTC facilities, including experience as a multi-facility corporate medical director. Currently medical director at the Hunterdon Care Center in Flemington, NJ, Dr. Heath joined the Hackensack Meridian Health System in 2021. Previously, Dr. Heath was a professor and geriatric medicine fellowship director at the Robert Wood Johnson Medical School and then established the Geriatric Services department for the Summit Medical Group. He is a fellow of the American Academy of Family Physicians and the American Geriatric Society, and a past board member of the New Jersey Geriatric Society.
Cynthia Kuttner, MD, CMD
Cynthia Kuttner, MD, CMD, is the medical director of the Community Living Center at the Wilmington VA Medical Center in Wilmington, Delaware. She is also an adjunct assistant professor of Geriatrics and Gerontology at the Rowan-Virtua School of Osteopathic Medicine. She is a graduate of the Mount Sinai School of Medicine in New York City and completed a primary care Internal Medicine residency at Montefiore Hospital in the Bronx, New York. She is fellowship-trained in Geriatrics at the Johns Hopkins Bayview Medical Center in Baltimore, Maryland. Prior to joining the Veterans Administration, she served as the medical director at several community nursing homes in Ohio.
Lee Lindquist, MD, MPH, MBA, CMD
Lee Lindquist, MD, MPH, MBA, CMD, is chief of geriatrics at Northwestern University Feinberg School of Medicine, Chicago, IL. She is medical director and sees patients at the Clare, a 55-story, five-star CMS, continuing care retirement community in downtown Chicago. Dr. Linquist is federally funded by PCORI, NIH, AHRQ, and CMS, and her research focuses on long-term care decision-making.
Thomas Lawrence, MD, CMD
Thomas Lawrence, MD, CMD, is a geriatric medicine specialist with a career focus on practicing in the long-term care setting. He is Board Certified in Internal Medicine and Geriatric Medicine and has served as medical director of 12 nursing facilities in Pennsylvania. Dr. Lawrence is currently the system medical director of geriatric medicine and long-term care for the Main Line Health System, a four-hospital health system in suburban Philadelphia. Dr. Lawrence is a past president of the Pennsylvania Society for Post-Acute and Long-Term Care Medicine and is a member of the Board of the American Board of Post-Acute and Long-Term Care Medicine.
Dheeraj Mahajan, MD, CMD
Dheeraj Mahajan, MD, CMD, is president and CEO of Chicago Internal Medicine Practice and Research and its associated group of companies and clinical associate professor of medicine at the University of Illinois at Chicago. He is a fellow of the American College of Physicians and board-certified in Internal Medicine and Geriatric Medicine. Additionally, Dr. Mahajan is a certified medical director, a certified physician advisor in utilization review and healthcare quality management, and is certified in infection control and epidemiology.
Meenakshi Patel, MD, MMM, CMD
Meenakshi Patel, MD, MMM, CMD, is a clinical associate professor at Wright State University in Dayton, Ohio, and Ohio Heritage University of Osteopathic Medicine in Athens, OH. She is also a practicing physician at Valley Medical Primary Care, a principal investigator at Valley Medical Research, and a medical director at several nursing homes. She teaches internal medicine and geriatrics to medical students, internal medicine and family medicine residents, and geriatric fellows. She has been very active with AMDA-The Society in several roles, including as a board member, member of multiple committees, and writing clinical practice guidelines on the management of diabetes in the long-term care setting. Dr. Patel has served as president of the Ohio Medical Directors Association.
Toby Smith, DO, CMD
Toby Smith, DO, CMD, is a current practicing geriatrician and medical director in Hawaii. He serves in multiple roles for nursing facilities, hospice organizations, and insurers throughout the state of Hawaii. He has provided expertise in his role as chief medical officer and vice president for provider groups and is the current vice president of the Hawaii chapter of AMDA - The Society for Post-Acute and Long-Term Care Medicine. He earned his doctorate degree in osteopathic medicine from Western University of Health Sciences, College of Osteopathic Medicine of the Pacific, and has a Master of Science degree in Kinesiology from California State University Northridge. Dr. Smith did his internship and residency at the University of Hawaii and is board-certified in internal medicine, geriatric medicine, and hospice & palliative medicine. Dr. Smith is an assistant professor at the University of Hawaii’s Department of Geriatric Medicine.
Todd Sobol, MD, CMD
Todd Sobol, MD, CMD, has 26 years of private practice experience as a general internist specializing in geriatric medicine. During his tenure, he served as a medical director in long-term care facilities, assisted living, managed care, and hospice. Dr. Sobol served as an enthusiastic educator for students and residents, including recognition as a Preceptor All Star by The Ohio State University College of Medicine. He has supported the Ohio Medical Directors Association as Program Chairman for their annual conference, Board of Directors member, and President. Dr. Sobol is currently senior medical director for Optum Complex Population Management in Ohio.
Richard Stefanacci, DO, MBA, CMD
Richard Stefanacci, DO, MGH, MBA, AGSF, CMD, a practicing internist/geriatrician, has a long-standing interest in and commitment to the frail elderly as his clinical practice solely focuses on nursing home eligible older adults through the PACE program (Program for All-inclusive Care for the Elderly). He is currently engaged with a large health system in developing a preferred skilled nursing home network of providers. He also continues medical direction for managed care plans, especially involved in medication management. He received his BA in economics at Boston College, his medical degree and MGH from AT Still University, and his MBA from Keller. In addition, Dr. Stefanacci is a fellow of the American Geriatric Society and College of Physicians of Philadelphia.
Jean Storm, DO, CMD
Jean Storm, DO, CMD, is a graduate of the Erie College of Osteopathic Medicine and is Board Certified in internal medicine. She has served as medical director of five long-term care facilities in Erie, PA, and throughout WV. She has also served as the program director for the internal medicine residency program at LECOM Health. She is currently a clinical support physician for Optum/United Healthcare and medical director for a quality improvement organization focused on improving care in long-term care facilities throughout PA and WV. Dr. Storm's interest is in developing policies and strategies that change the way providers view the care delivery process in LTC.
Matthew Wayne, MD, CMD
Matthew Wayne, MD, CMD, is an experienced chief medical officer with a demonstrated history of working in the hospital and health care industry. He is currently chief medical officer for CommuniCare Family of Companies and CEO of Personalized Health Partners. He has skills in population health, disease management, Medicare and Medicaid, and physician relations. He is a long-time active AMDA member and served as president in 2012-2103.
- 17.5 CME
- 17.5 MOC
- 17.5 CMD Management
Release Date: 01/02/2024 | Expiration: 12/31/2026
Credit Statements
Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
CME Designation: Post-Acute and Long-Term Care Medical Association designates this other activity (live webinar and eLearning) for a maximum of 17.5 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
ABIM MOC: Successful completion of this CME activity, which includes participation in the evaluation component, enables the participant to earn up to 17.5 Medical Knowledge MOC points and patient safety credit in the American Board of Internal Medicine’s (ABIM) Maintenance of Certification (MOC) program. It is the CME activity provider’s responsibility to submit participant completion information to ACCME for the purpose of granting ABIM MOC credit.
CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for a total of 17.5 management hours toward certification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. The CMD Program is administered by the ABPLM. Each physician should claim only those credit hours that he/she actually spent in the activity. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org.
Financial Disclosure Statement
The following faculty and/or planners disclosed a relevant financial relationship:
- Luz Ramos-Bonner, MD, MBA, CMD - Stock Shareholder: InnovAge; Fulltime/Parttime Employee: Independence Blue Cross
- Meenakshi Patel, MD, CMD – Speakers Bureau: Janssen, Teva and Otsuka/Lundbeck; Grant Research Support: Janssen, Eli Lilly, GSK, LMT, Acadia
- Todd Sobol, MD, CMD – Advisory Board: CareBand Inc.
- Richard Stefanacci, DO, MBA, CMD - Consultant: Active Protective (TangoBelt)
- Michael Wasserman, MD, CMD – Advisory Board: Merck Manual; Stock Shareholder: Sanolla
All relevant relationships have been mitigated by the Association. No one else in control of content disclosed any relevant financial relationships with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Faculty Forums offer an opportunity to discuss course material in real-time with course faculty and peers, and how it applies to situations medical directors face daily. Virtual forums are held monthly on Tuesdays from 7:00-8:00 PM ET.
Discussion topics include regulations, infection prevention and control, leadership, transitions of care, and working with families. Participants can ask questions during the live forum or submit questions beforehand.
Participation in one Faculty Forum is required to complete the Online Core. You will have access to the Faculty Forums for up to six months from your course registration date. Participants are encouraged to attend multiple faculty forums during the access period.
Completing the Online Core and at least one Faculty Forum is a prerequisite for participating in the Core Synthesis weekend. Participants access the live Faculty Forums through the Online Core course.
Course Pricing
Member Price Non-Member Price Physician $1,795 $1,995 NP/PA/Student $995 $1,195
Become an PALTmed member and save!
Once registered, participants will have access to the course for up to 6 months after the date of initial course registration.
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- Non-member - $1,995
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Contains 2 Component(s) Includes a Live Web Event on 12/04/2024 at 11:00 AM (EST)
Elevate Sponsored Education Live Webinar Course short description
Test sponsored education Course long description with full event details
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- Non-member - $50
- Member - $25
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Contains 4 Component(s), Includes Credits Includes a Live In-Person Event on 11/27/2024 at 12:00 PM (EST)
Elevate Live Webinar short description Keywords: Watermelon
Test Live Online Course long description with full event details.
Keywords: Strawberry, grape
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- Non-member - $60
- Member - $20
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Contains 1 Component(s)
Elevate Sponsored Education On-Demand Course short description
Test sponsored education Course long description with full event details
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Leading with Purpose: Session 8 | Age-Friendly Health Systems is a Careforce Strategy (October 2024)
This session is part of the Leading With Purpose: Eight Practical Strategies for Engaging Your Careforce eight-part series on leadership strategies that can help facility leaders assess their strengths, lead change, cultivate a positive work culture, and ultimately retain and recruit new members to their teams.
Session 8 | Age-Friendly Health Systems is a Careforce Strategy
Speakers: JoAnne Reifsnyder, PhD, MSN, MBA, FAAN; Taylor McMahon, RN, CNDLTC
Date Recorded: October 17, 2024
This session is part of the Leading With Purpose: Eight Practical Strategies for Engaging Your Careforce eight-part series on leadership strategies that can help facility leaders assess their strengths, lead change, cultivate a positive work culture, and ultimately retain and recruit new members to their teams.
For more information and additional resources, visit paltmed.org/goodthing.
Generously supported by the Jewish Healthcare Foundation and The John A. Hartford Foundation.
JoAnne Reifsnyder, PhD, MSN, MBA, FAAN
JoAnne Reifsnyder is a seasoned nurse executive with more than 35 years of experience in clinical practice, administration, consulting, education and research. She completed a postdoctoral fellowship in psychosocial oncology at the University of Pennsylvania School of Nursing, and holds a PhD in nursing from the University of Maryland, a Master’s Degree in nursing from Thomas Jefferson University, and a Master’s Degree in Business Administration from George Washington University.
Taylor McMahon, RN, CNDLTC
Taylor McMahon, RN, CNDLTC, serves as the Director of Nursing at The Willows Presbyterian Senior Care Network in Oakmont, Pennsylvania, while also pursuing further education at Chatham University. McMahon’s love of geriatrics nursing began when she started her career at Presbyterian Senior Care Network in 2014. Engaged in the Pennsylvania-based "Revisiting the Teaching Nursing Home" initiative, currently in Phase II as the Pennsylvania Teaching Nursing Home Collaborative (PA TNHC). Through the PA TNHC, The Willows is actively involved in implementing Age-Friendly Health Systems. As part of a broader organizational strategy, they are working to extend the AFHS approach beyond their facility, fostering its adoption in other areas within the Presbyterian Senior Care Network. The Willows is partnering with the University of Pittsburgh School of Nursing to establish a “teaching” environment where students, academics, and healthcare workers collaborate to improve care for residents and foster nursing careers in nursing homes and geriatrics. She is passionate about engaging student nurses in post-acute care and has led guest lectures at the University of Pittsburgh School of Nursing, focusing on neurocognitive disorders. She supported the nursing home team in quality improvement efforts to decrease hospital readmissions in the development and implementation of COPD/CHF clinical pathways, risk assessment tools, and education. Currently, she is participating in the American Delirium Society’s Borten Nursing Fellowship and recently completed the American Hospital Association Next Generation Leadership Fellowship with a project focus on embedding the Age-Friendly Framework in the affordable housing sector and aid in personal and professional development to better serve her team and residents.
This course is not for credit.
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Members Only
This on-demand course is structured around the five elements of QAPI and will equip nursing home leaders with the tools necessary to design, implement, and monitor a QAPI program within their facility.
As part of the Conditions of Participation, nursing homes will be challenged to improve not only basic quality improvement skills but also their ability to make Quality Assurance and Performance Improvement (QAPI) the foundation of their work. QAPI significantly expands the level and scope of facility quality improvement activities, mandating adoption of advanced, systematic data-driven quality improvement methodologies to sustain and improve the quality of care and quality of life of nursing home residents. The Centers for Medicare & Medicaid Services (CMS) identified five key elements for QAPI: (1) Design and scope; (2) Governance and leadership; (3) Feedback, data systems, and monitoring; (4) Performance improvement projects (PIPs); (5) Systematic analysis and action.
This interactive on-demand course is structured around the five elements and will equip nursing home leaders with the practical skills needed to make QAPI how “work gets done” rather than seen as a separate “program.” Participants will learn and practice approaches to analyze, initiate, implement, and monitor evidence-based performance improvement projects. Key skills include problem identification, flow diagraming, data collection and trending data, root cause analysis, and monitoring. At the conclusion of the course, participants will have the tools necessary to design, implement, and monitor a QAPI program within their facility.
Target Audience
This course is designed to provide training for the entire interdisciplinary team, including administrators, attending physicians, practitioners (APN, PA), pharmacists, nurses (DON, RN, LPN), and medical directors.
Course Objectives
At the conclusion of this activity, participants will be able to:
- Discuss the five key elements of effective QAPI programs.
- Identify a strategy to design and implement a QAPI program within their nursing home.
- Apply fundamental quality improvement skills, including problem identification, flow diagramming, and root cause analysis to performance improvement projects.
- Describe the importance of monitoring in quality improvement and strategies to develop monitoring systems in their QAPI programs.
Dallas Nelson, MD, CMD, FACP
Dallas Nelson, MD, CMD, FACP, is a Professor of Medicine at the University of the Rochester in the Division Geriatrics and Aging. She is medical director of the UR Medicine Geriatrics Group, a group that serves about 3000 patients across the spectrum of long term care in the Rochester, New York. Dr. Nelson serves as a leader of Telehealth sub-committee for Society of Post-Acute and Long Term Care Medicine. Dr. Nelson has published clinical trials on the use of Telemedicine to reduce Emergency Department Use by Geriatric Homes. She has a passion for improving the care of the geriatric community.
Suzanne Gillespie, MD, RD, CMD
Suzanne Gillespie, MD, RD, CMD, is Associate Professor of Medicine in the Division of Geriatrics/Aging and Associate Professor of Emergency Medicine at the University of Rochester School of Medicine and Dentistry. She is board-certified in Internal Medicine, Geriatric Medicine and Hospice & Palliative Medicine. Dr. Gillespie is Associate Chief of Staff for Geriatrics Extended Care and Medical Director of two Community Living Centers in the VA Fingerlakes Healthcare System. She is proud to be the current president of AMDA the Society for PALTC Medicine.
Andrea Moser, MD, MSc, CMD
Andrea Moser, MD, MSc, CMD, is as family physician with a focus practice in care of the elderly and is the Corporate Medical Director for the City of Toronto Seniors Services and LTC Homes Division. She is an Associate Professor, DFCM, University of Toronto, VP of the Canadian Society for Long Term Care Medicine (CSLTCM), board member of American Board of Post Acute and LTC (ABPLM) and a member of AMDA’s education, membership and telemedicine committees. She is former president of OLTCP and has been involved in numerous educational activities most significant as the co-developer of the Ontario Medical Director Curriculum which is now mandatory for all Medical Directors in Ontario Long Term Care Homes.
Diane Sanders-Cepeda, DO, CMD
Diane Sanders-Cepeda, DO, CMD, is a Senior Medical Director with UnitedHealthcare Retiree Solutions. In this role, Dr. Sanders-Cepeda provides oversight and direction for multiple clinical programs and initiatives as well as creating and designing innovative solutions to meet the demands of the retirees she serves. Dr. Sanders-Cepeda serves at a national level and presents clinical results to private and public sector business entities throughout the country.
- 3.75 CME
- 3.75 CMD Management
Release Date: 12/01/2024 | Expiration: 12/01/2027
Credit Statements:
Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
CME Designation: Post-Acute and Long-Term Care Medical Association designates this enduring material for a maximum of 3.75 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for a total of 3.75 management hours toward certification or recertification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. The CMD program is administered by the ABPLM. Each physician should claim only those hours of credit actually spent on the activity. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org.
Financial Disclosure Statement
No one in control of content disclosed any relevant financial relationships with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
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Contains 13 Component(s), Includes Credits
The forum will explore ways PALTC clinicians can leverage the new payment models to get reimbursed for delivering compassionate, coordinated, and effective care.
Overview
The forum will explore ways PALTC clinicians can leverage the new payment models to get reimbursed for delivering compassionate, coordinated, and effective care. The program will connect the dots between clinical work and the generation of the data that drives reimbursement in all models. Experts will share practical strategies valuable to your success, whether you are practicing in traditional fee-for-service or value-based payment models.
Topics Covered
- Defining value-based reimbursement models
- Evolution and trends of “traditional” CPT coding
- Impact of diagnosis coding/documentation on PDPM and value-based models – ICD-10/HCC scoring
- Value-based medicine reimbursement perspective
- Opportunities in value-based reimbursement
Supported by:
Thank you for your support!
Recording 1: Defining Value-Based Reimbursement Models & CPT Coding
This session includes the following presentations:
- Defining Value-Based Reimbursement Models
- Evolution and Trends of “Traditional” CPT Coding
- Impact of Diagnosis Coding/Documentation on PDPM and Value-Based Models – ICD-10/HCC Scoring
Learning Objectives
- Distinguish between various Value Based models
- Understand the nuances that may uniquely impact PAC practices
- Distinguish coding efforts can be on the billing or clinical coding and likely both.
- Understand the billing/coding trends that may impact the practice, Value Model and the facility
Recording 2: Value-Based Medicine Reimbursement Perspective - The Ground View
- Explore Successes and challenges of current models
- What are practical takeaways for finding your value in value-based reimbursement
Learning Objectives:
- Compare data management tools that are available and participate in decisions about which tools to utilize
- Apply available data to drive meaningful changes in care delivery
- Identify how shared savings from improved care delivery results in equitable reimbursement for the clinical team delivering care
- Identify improved clinical outcome metrics that should be monitored as part of value-based payment models
Recording 3: Ask the Experts: Where are Your Opportunities in Value-Based Reimbursement
- Engage with speakers who are thriving in the current environment
Learning Objectives:
- Actively participate in practice decisions about which value-based payment models to participate in
- Educate patients about how their participation in value-based payment models may impact the coverage of health care expenses
- Identify technology tools available to facilitate risk stratification
Charles Crecelius, MD, PhD, CMD
Charles Crecelius, MD, PhD, CMD, is the Medical Director, Post-Acute Care Services for BJC Medical Group, an over 600 provider, 12 associated hospital multispecialty group in the Greater St Louis area. He is also a multi-facility medical director for Delmar Gardens Enterprises, and Associate Clinical Professor of Internal Medicine and Geriatrics at Washington University School of Medicine. He helped found the St Louis Post-Acute and Long Term Care Roundtable, which brings together nursing homes, hospital systems and other stakeholders to improve the quality and transitions of care of nursing home residents in a service area of over 3 million persons. He is a Past President of AMDA – The Society for Post-Acute and Long Term Care Medicine, was their 2019 Medical Director of the Year. and represents the Society at the AMA Relative Vallue Update Committee.
Tom Haithcoat
Tom Haithcoat is the President of Ceptor Consulting, LLC, a PAC Physician Practice consulting firm focused on Growth, M&A, and Value Model selection & strategy. Tom has over 25 years of senior living experience in both Nursing Home management and Post Acute Care physician practice management. In addition, Mr. Haithcoat is the Vice President of Network Development and Integration for CareConnectMD. A National PALTC aligned ACO Model. Mr. Haithcoat is also the co-founder of Geriatric Medical Specialists, LLC. GMS is a Management Services Organization for small Post Acute Care physician practices. Tom sits on the Board of Directors for AMDA-The Society for Post Acute and Long Term Care Medicine and on the Board for the AMDA Foundation. Within AMDA Mr. Haithcoat Chairs the Practice Management Section(PGN) and Co-Chairs the Chief Medical Officer Leadership Meetings.
Christine Mlot, MD
Christine Mlot, MD, is the Medical Director for Supportive Care and Risk Adjustment at CareConnectMD ACO and GeriNet Medical Associates in southern California. She is co- founder of GeriNet Medical Associates along with Kim Phan, providing long-term and post-acute care since 1996. She was Medical Director for VITAS hospice San Diego, CMO at the Veteran’s Home of Barstow, CA, San Diego’s first PACE program Medical Director, Associate Clinical professor at UCSD School of Medicine and had medical practices in Nepal, India and Mexico. Dr. Mlot has been focused on Risk adjustment and HCC coding for the past 5 years, educating physician partners across numerous states.
Kerry Weiner, MD, MPH
Kerry Weiner, MD, MPH, has over 30-year experience in developing and managing clinical models in value-based reimbursement strategies. He has served as CMO of Lakeside Medical Group, a delegated HMO Medical Group in CA and CMO of Acute and Post Acute care at Team Health. He is currently the Medical Director of the MSSP ACO at Careconnectmd.
Jason Feuerman
Jason Feuerman is the founder, President and CEO of LTC ACO, the first Medicare Shared Savings Program (“MSSP”) of its type dedicated exclusively to management of the full Medicare spend of nursing facility residents throughout the United States. As the only MSSP ACO serving residents throughout the country, LTC ACO has been able to produce consistent and predictable results generating more than $60m in shared savings since 2016. It currently operates in more than 1,500 skilled nursing facilities with in excess of 2,500 participating providers. As the largest MSSP ACO of its type, it presently assumes risk for nearly 20,000 Medicare Fee-for-Service beneficiaries which consume in excess of $400m annually.
Ian Strand, LNHA
Ian Strand, LNHA, began his healthcare career as a nursing home administrator, specializing in post-acute-rehab, opening new facilities and improving quality outcomes. It was there that he became passionate about improving quality of care and services through aligning the goals of providers, payers, and the patient. In 2016, Mr. Strand took on the role of operations lead to start and manage the first provider-owned I-SNP in the state of Oregon, and created a medical group of physicians and advanced practice clinicians to provide on-site medical care to patients living in over 32 different facilities of varying levels of care. It was this experience and passion that lead Ian to Patient Pattern, a technology company that has created a holistic care management tool to address these issues.
Manoj Wadhwani
Manoj Wadhwani, is the President of Saisystems International, a growing healthcare and technology services company headquartered in Shelton, CT. He currently manages operations, delivery and strategic direction with more than 25 years of experience in the health and technology industries. His specialties include strong delivery and application development, business consulting expertise and experience with a diverse portfolio of industry verticals. He strongly believes the two are meant to work in synergy and, when successfully managed, produce the best clinical and financial outcomes for providers, patients and payors.
Victoria Walker, MD, CMD, FAAFP
Victoria Walker, MD, CMD, FAAFP, is the Medical and Clinical Officer for the Avera eCARE Senior Care telemedicine program. She provides support and direction to an interdisciplinary team that supports nursing home staff and residents of post acute, long term care and assisted living in 24 states. Dr. Walker is also a Clinical professor of Family Medicine at the University of South Dakota Sanford School of Medicine. She currently serves on the AMDA Board of Directors, the Clinical Issues Subcommittee of the Public Policy Committee, the Telemedicine Workgroup and the Education workgroup for the North Central Society of PALTC.
Matthew Wayne, MD, CMD
Matthew Wayne, MD, CMD, is an experienced chief medical officer with a demonstrated history of working in the hospital and health care industry. He is currently chief medical officer for CommuniCare Family of Companies and CEO of Personalized Health Partners. He has skills in population health, disease management, Medicare and Medicaid, and physician relations. He is a long-time active AMDA member and served as president in 2012-2103.
Steven Buslovich, MD, CMD
Steven Buslovich, MD, CMD, is a practicing geriatrician and medical director of several nursing homes and post-acute care facilities, is an active committee member in the American Geriatrics Society (AGS), Advancing Excellence in Long Term Care Collaborative, Society for PALTC Medicine on the Public Policy and Clinical Practice Guidelines Committee, and has won AMDA's Shark Tank Innovation Award. Dr. Buslovich is working with CMS and ONC to standardize clinical data elements across all post-acute care settings. Dr. Buslovich has presented nationally on PDPM to audiences from many organizations and is a nationally recognized expert on frailty models of care. Dr. Buslovich is an Assistant Clinical Professor at University at Buffalo School of Medicine.
Walter Lin, MD
Walter Lin, MD, is the Founder and Chief Executive Officer of Generation Clinical Partners, a medical practice focused on caring for frail Medicare beneficiaries in senior living communities. He also serves as the Missouri and Kansas Medical Director for TruHealth, the provider organization of an institutional special needs plan; Associate Medical Director for Landmark Health, a company providing home-based medical care for the seriously ill; and Medical Director of various skilled nursing and assisted living facilities. Dr. Lin is an active member of The Society for Post-Acute and Long-Term Care Medicine (AMDA), serving on its Public Policy Committee, HHS' Physician-Focused Payment Model Technical Advisory Committee (PTAC), and the board of the Missouri Association of Long-Term Care Practitioners.
Robert Zorowitz, MD, MBA, CMD, FACP, AGSF
Robert Zorowitz, MD, MBA, CMD, FACP, AGSF, is Regional Vice President, Health Affairs, for the Northeast Region at Humana. A graduate of Albany Medical College, he completed a residency in Internal Medicine at Long Island Jewish Medical Center and a fellowship in Geriatric Medicine at Mt. Sinai School of Medicine. He received his MBA from the Goizueta Business School of Emory University. He is board-certified in Internal Medicine, Geriatric Medicine, Hospice/Palliative Medicine and is a Certified Medical Director in Post-Acute and Long-Term Care. During his career, he was an attending physician or medical director at a variety of nursing facilities of varying sizes in the Atlanta and Metro New York city areas. For the last 15 years, he has been the American Geriatrics Society Advisor to the American Medical Association's CPT Editorial Panel. As part of that work, he was a member of the working group that revised the CPT Evaluation and Management code descriptors.
- 3.25 CME
- 3.25 CMD Management
Release Date: 11/22/2023 | Expiration: 11/22/2026
Credit Statements:
Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
CME Designation: Post-Acute and Long-Term Care Medical Association designates this enduring material for a maximum of 3.25 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for up to 3.25 management hour(s) toward certification or recertification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. Each physician should claim only those hours of credit actually spent on the activity. The CMD Program is administered by the ABPLM. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org
Financial Disclosure Statement:
The Association requires the disclosure of all speaker/faculty/planner’s relevant financial relationships; presence of off-label use of a device or medication; and discussion of any experimental, new or evolving topic prior to each accredited education activity.
If the learner perceives any bias toward a commercial product or service, advocation of unscientific approaches to diagnosis or therapy, or recommendation, treatment, or manners of practicing healthcare that are determined to have risks or dangers that outweigh the benefits or are known to be ineffective in the treatment of patients please report this to the Association's staff.
All relevant financial relationships have been identified, mitigated, and resolved.
The following speaker(s) have disclosures:
- Jason Feuerman (Speaker): Founder, President and CEO of LTC ACO
- Tom Haithcoat (Speaker & Planner): President, Ceptor Consulting, LLC
- Manoj Wadhwani (Speaker): President, Saisystems International
- Ian Strand, LNHA (Speaker): Senior Director, Value Based Care Sales at PointClickCare
All other speakers and planners have no relevant financial relationships.
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- Non-member - $145
- Member - Free!
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Contains 8 Component(s), Includes Credits
This session traces the history of this trend in bioethics. The discussion then turns to some practical ethical quandaries that serve to illustrate the impact of this reduced notion of respect.
How Bioethics Lost Respect for Persons, and How PALTC Can Rediscover It
In the dominant model of contemporary bioethics, the notion of respect for persons has been replaced by and reduced to respect for autonomy. While some may view this exchange as merely semantic, the net effect may make the task of "person-centered care" for those with diminished capacity more difficult. This session traces the history of this trend in bioethics. The discussion then turns to some practical ethical quandaries that serve to illustrate the impact of this reduced notion of respect. First, the dilemma of Stopping Eating and Drinking by Advance Directives will be examined as a challenge to the notion of respect for persons, particularly those with diminished capacity. Second, the ethical tensions raised by some public health policies in Covid-19 will be discussed. Finally, the session will point the way forward for the PALTC community to rediscover a more robust notion of respect.
Learning Objectives:
At the completion of this session, learners will be able to:
- Describe how the notion of respect for persons was reduced to respect for persons in the language of contemporary bioethics.
- Demonstrate how this shift from respect for persons to respect for autonomy has contributed to some dilemmas in practical current bioethics (Stopping Eating and Drinking by Advance Directives, and some ethical dilemmas in public health responses to the Covid-19 pandemic).
- Articulate attitudinal changes and practical steps that PALTC physicians, practitioners, clinicians, administrators, and other workers can take to restore a more robust notion of respect for persons in PALTC, particularly those with diminished decisional capacity.
Peter Jaggard, MD, CMD, FACP
Peter Jaggard, MD, CMD, FACP, is in his 40th year of PALTC practice, with over 20 years of experience as a Medical Director. He is Board Certified in Internal Medicine and Geriatrics. He has an extensive background in education and teaching at AMDA-SPALTC, presenting at the state and national level on reducing rehospitalizations, Advance Care Planning, and other topics. He has served as a Chair of the AMDA-SPALTC Ethics Committee and has earned an MA focusing on Bioethics from Trinity International University. He was the recipient of AMDA's James Pattee Award for Excellence in Education in 2022.
Robert Zorowitz, MD, MBA, CMD, FACP, AGSF
Robert Zorowitz, MD, MBA, CMD, FACP, AGSF, is Regional Vice President, Health Affairs, for the Northeast Region at Humana. A graduate of Albany Medical College, he completed a residency in Internal Medicine at Long Island Jewish Medical Center and a fellowship in Geriatric Medicine at Mt. Sinai School of Medicine. He received his MBA from the Goizueta Business School of Emory University. He is board-certified in Internal Medicine, Geriatric Medicine, Hospice/Palliative Medicine and is a Certified Medical Director in Post-Acute and Long-Term Care. During his career, he was an attending physician or medical director at a variety of nursing facilities of varying sizes in the Atlanta and Metro New York city areas. For the last 15 years, he has been the American Geriatrics Society Advisor to the American Medical Association's CPT Editorial Panel. As part of that work, he was a member of the working group that revised the CPT Evaluation and Management code descriptors.
- 1.0 CME
- 1.0 CMD Management
- 1.0 MOC
Release Date: 03/29/2023 | Expiration: 03/01/2026
Credit Statements:
Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
CME Designation: Post-Acute and Long-Term Care Medical Association designates this enduring material for a maximum of 1.0 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for up to 1.0 management hour(s) toward certification or recertification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. Each physician should claim only those hours of credit actually spent on the activity.
The CMD Program is administered by the ABPLM. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org.
ABIM Maintenance of Certification (MOC): Successful completion of this CME activity, which includes participation in the evaluation component, enables the participant to earn up to 1.0 Medical Knowledge MOC points and patient safety credit in the American Board of Internal Medicine’s (ABIM) Maintenance of Certification (MOC) program.
Participants will earn MOC points equivalent to the amount of CME credits claimed for the activity. It is the CME activity provider’s responsibility to submit participant completion information to ACCME for the purpose of granting ABIM MOC credit.
Financial Disclosure Statement:
The Association requires the disclosure of all speaker/faculty/planner’s relevant financial relationships; presence of off-label use of a device or medication; and discussion of any experimental, new or evolving topic prior to each accredited education activity.
If the learner perceives any bias toward a commercial product or service, advocation of unscientific approaches to diagnosis or therapy, or recommendation, treatment, or manners of practicing healthcare that are determined to have risks or dangers that outweigh the benefits or are known to be ineffective in the treatment of patients please report this to the Association's staff.
The following speaker(s) disclosed relevant financial relationship(s):
- Julie Gammack, MD, CMD (Planner & Speaker): Stockholder: Amarin
- Kenya Rivas Velasquez, MD, CMD, FAAFP (Planner & Speaker): OptumRx: Stockholder
- All other planners, speakers, and AMDA staff have no relationships with ineligible companies.
All relevant financial relationships have been identified and mitigated.
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- Non-member - $45
- Member - $35
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