NOVEMBER 7-10, 2023
Kona, Hawaii
Hilton Waikoloa

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.

Larry Shrewsbury, CPA

Certified Public Accountant*, Larry Shrewsbury offers over thirty years of accounting and tax experience with core competencies in corporate, individual, partnership and non-profit organization tax advisory services, and Medicare and Medicaid reimbursement maximization.

My goal is to assist you in making timely, informed decisions using the most current information available.

My clients are the focus of everything I do, and I’m constantly striving to provide them with the highest standard of service. I make the effort to respond to every question within twenty-four hours and look forward to the opportunity to serve you.

Outside of work, I am involved in non-profit work and enjoy adventure including scuba diving, shooting, traveling, and spending time with my family.


Medicare Update

Presented by: Jim Plonsey
Tuesday, November 7, 2023

The Medicare Update will provide an update on the 2024 Final PDGM rates. The new rules will be published early in November 2023.

  • 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

Impact of OASIS-E and Value Based Purchasing

Presented by: Dana Eichler, RN
Wednesday, November 8, 2023

Dana will update HHA on the the impact of OASIS-E.  She will also share how the HHA are subject to new scrutiny unleashed by the government for ZPIC, RAC, UPIC, TPE and SMRC audits. In addition, Dana will provide an update on the Value Based Purchasing data and how it will impact your reimbursement in 2024.

  • 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.

Year-End Tax Planning Strategies

Presented by:
Larry Shrewsbury, CPA
Thursday, November 9, 2023

As 2023 comes to a close, Larry Shrewsbury, CPA will provide an update on the year end tax strategies to reduce your federal income tax.

  • IRS Section 179 write-offs
  • Year End Tax strategies for Revenue Recognition

Medicare Update Day 2

Presented by: Jim Plonsey
Friday, November 10, 2023

Jim will cover the second half of the Medicare update. It will cover the changes in reimbursement starting on January 1st, 2024.

About the Hilton Waikoloa Village

Discover paradise on Hawaii’s Big Island. Located on the sunny, scenic Kohala Coast, our oceanfront resort offers a taste of the island life full of culture, poolside relaxation, and a chance to meet marine wildlife up close.

Hilton Pricing is $249 a night.

Course Fee

Rates will be increasing June 1st

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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