2022 – Owner Administrator Forum Seminar – Kauai Hawaii – November 15-18, 2022 – Hyatt Regency Kauai

NOVEMBER 15-18, 2022

In the competitive market of home health and hospice space, the Owner Administrator Forum Seminar allows owners and administrators to learn about the latest trends in home health and hospice and to collaborate with owners from different parts of the country. COVID-19 has had significant impacts on Medicare providers in 2020 and will likely continue to change the reimbursement landscape for home health and hospice care. This four half-day training covers advanced reimbursement topics, such as a preview of OASIS-E beginning in January 1, 2023 and reimbursement updates..

Meet the Speakers

Jim Plonsey, President Medicare Training & Consulting Inc

James E. Plonsey, President of Medicare Training & Consulting, has been involved in healthcare accounting and finance since 1980. He has been a member of the Healthcare Financial Management Association since 1983. Jim is well versed in all aspects of Medicare and Medicaid participation and reimbursement. His background includes experience with providers, with the Blue Cross Association, with a major teaching hospital, and with a major accounting firm; prior to starting his own firm, Medicare Training & Consulting, in 1990. Jim also organizes and conducts seminars on a variety of issues concerning reimbursement.

James Plonsey has over 30 years of healthcare experience including six years with Blue Cross Blue Shield Association, training 750 Medicare auditors for the Fiscal Intermediary. He has owned a Home Health, West Valley Home Health in Utah.

Dana Eichler, Senior Clinical Consultant

Dana Eichler has 25 years in home care, previously supervised Quality Assurance Department for large agency with over 800 patients, BS, specializing in billing audits, working knowledge of multiple Point-of-Care software packages, expert in regulator and JCAHO issues. Dana is also one of our specialized retroactive / prospective CLIA trainers. She also a Certified Oasis Specialist-Clinical.

Cheryl Peltekis, RN Home Care Sales

Cheryl Peltekis, RN is an infectious leader in the Home Health and Hospice Industry. In 1995, Cheryl opened and built and ran, from the ground up, a multi-million dollar Medicare Certified and JACHO accredited Home Health and Hospice for over 20 years deficiency free!

Cheryl is the rare clinician who gets sales and business development. Author of The Five Steps to Sales Success, Super Hero Customer Service, and 5 Step High Performance Selling Manual. Cheryl was also the host of a radio weekly talk show, Health Matters and developed multiple diseases management programs.

She was awarded Sales Manager of the Year by Playmaker CRM in 2013. Since 2013, Cheryl opened her consulting business, Penta Care consulting and was quickly acquired by Home Care Sales by Power Shot training where she is the only RN partner with operational experience.


Medicare Update

Presented by: Jim Plonsey
Tuesday, November 15, 2022

The Medicare Update will provide an update on the 2023 Final PDGM rates. The new rules will be published early in November 2022.

  • Medicare Update on Reimbursement Rates for Home Health Agencies beginning on January 1st, 2023.
  • Strategies to improve Medicare Reimbursement Rates
  • Using Flu Shots to increase profitability for Home Health Agencies
  • Finalizing Provider Relief Funds Forgiveness Documentation

Preview of OASIS-E

Presented by: Dana Eichler, RN
Wednesday, November 16, 2022

Dana will update HHA on the OASIS-E form that will be finalized in November, 2023. She will also share how the HHA are subject to new scrutiny unleashed by the government for ZPIC, RAC, UPIC, TPE and SMRC audits

  • Roadmap for Value Based Purchasing and how to prepare your Home Health Agency
  • Updates on Medicare Provider Targeted Audits
  • Probe and Education
  • Update on OASIS-E. What have we learned so far.

Value Based Purchasing: Building Referrals

Presented by: Cheryl Peltekis, RN
Thursday, November 17, 2022

Obtaining new referrals has been a challenge in the post COVID-19 healthcare world. Cheryl will share strategies that she used to keep up your census even when on-site visits were not allowed. Many referral sources have changed their patterns and expect agencies to accommodate them.

  • Understand what data matters and where you can get it
  • Understand the role of the discharge planners
  • Learn how to leverage your data into sales plans
  • Receive the keys to building your 52 Week Road Map To Referrals
  • Understand how Perfectionism Sucks
  • Meet Your Nemesis and learn strategies to tame it.
  • Learn the difference between perfectionism and Health Striving
  • Celebrate Your Flawsomeness
  • Tips to Dominate Your Internal Nemesis

Preview of OASIS-E Day 2

Presented by: Dana Eichler, RN
Friday, November 18, 2022

Dana will cover hospice documentation agencies need to have to withstand scrutiny of the government auditors. Hospice is the fastest growing benefit in Medicare. Many agencies have failed to keep with new requirements brought on by COVID and others which have come back after being suspended during the Public Health Emergency

  • Roadmap for Value Based Purchasing and how to prepare your Home Health Agency
  • Updates on Medicare Provider Targeted Audits
  • Probe and Education
  • Update on OASIS-E. What have we learned so far.

About the Grand Hyatt Regency Kauai Hawaii

Sprawling across 50 acres of a former sugar plantation, Grand Hyatt Kauai Resort and Spa is a luxurious escape in sunny Poipu on Kauai’s south shore.

The 602-room resort sits right on a sandy stretch of coastline at Keoneloa Bay with an elegant open-air design reminiscent of old Hawaii. The low-rise structures are built into the hillside overlooking the bay and blends right into the resort’s verdant surroundings.

It’s classic Kauai, with cascading waterfalls, lush gardens with native and tropical plants and a white sand beach perfect for sunset strolls. The Kauai hotel is located at the far-east end of a three-mile-long resort area, making this property more secluded than others. The resort boasts a full-service spa, great dining and drinks, cultural programs and several swimming pools and spa.

Hyatt Pricing is $309 a night.


Note: The Hyatt Regency is sold out on November 11-12, 2022.

We have provided the link below to book at Sheraton.
Sheraton Kauai Hotel is across the street


Course Fee

1 Person


3 days Continental  Breakfast

3 days Lunch

Course Materials

2 Persons


3 days of Continental Breakfast

3 days of Lunch

Course Materials

How to Register

CANCELLATION POLICY:    If Medicare Training and Consulting must cancel a seminar due to low registration, registrants will receive a full refund by their method of payment.  If a participant cancels a reservation, notification must occur 15 or more calendar days before the meeting date for a 100% refund.  A participant may enroll in a future course in lieu of a cash refund.  Medicare Training & Consulting is unable to grant refunds for lodging, airfare, and other expenses.

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