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.

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.

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
Monday, January 29, 2024
8:00 AM - Noon

The Medicare Update will provide an update on the 2024 Final PDGM rates. In addition, Jim will be provide strategies to optimize your traditonal Medicare Reimbursement as well as Medicare Advantage contracts.

  • Medicare Update on Reimbursement Rates for Home Health Agencies beginning on January 1st, 2024.
  • Strategies to improve Medicare Reimbursement Rates
  • Using Flu Shots to increase profitability for Home Health Agencies

Value Based Purchasing: Building Referrals

Presented by:
Cheryl Peltekis, RN
Monday, January 29, 2024
1 PM - 5 PM

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

Medicare Update Day 2

Presented by: Jim Plonsey
Thursday, February 1, 2024
8 AM - 12 PM

Jim will provide closing remarks for the Owner Administrator Forum. He will also discuss new trends in Hospice Reimbursement.

  • Hospice Reimbursement Updates
  • Earned Retention Tax Credit Updates

Tax Strategies for Home Health Agency and Hospice Owners

Presented by: Jim Plonsey
Thursday, February 1, 2024
1:00 PM - 5:00 PM

Jim will provide an updates on applying for Employee Retension Tax Credit (ERTC).

  • Hospice Reimbursement Updates
  • Earned Retention Tax Credit Updates

About Ports of Call on the Royal Caribbean Symphony of the Seas

The Symphony of the Seas was built in 2018 and is amoung Royal Caribbean’s 27 ships in it’s fleet. The Symphony of the Seas is included in the cruise line’s Oasis Class. In the cruise ship stats below you’ll find the Symphony of the Seas vs all other Royal Caribbean ships.


Location Date Arrival Depature
Fort Lauderdale, Florida  Saturday, January 27, 2024  4:30 PM
AT SEA Sunday, January 28, 2024 - -
AT SEA Monday, January 29, 2024 - -
Oranjestad, Aruba  Tuesday, January 30, 2024 8:00 AM  9:00 PM
Willemstad, Curacao Wednesday, Jaunary 31, 2024 8:00 AM  9:00 PM
AT SEA Thursday, February 1, 2024 - -
Labadee, Haiti Friday, February 2, 2024 8:00 AM  5:00 PM
AT SEA Saturday, February 3, 2024 - -
Fort Lauderdale, Florida Sunday, February 4, 2024 7:00 AM

Pricing Table Winter 2024

Stateroom Location Pricing
Inside $963
Oceanview $934
Balacony $1129
Suite 4970
Pricing is as of July 25, 2023 and are subject to change at any time.
OA Cruise Winter 2024 - Southern Caribbean Cruise

Booking your Owner Administrator Forum Cabin

Please complete the form below to secure your Cabin in the Medicare Training & Consulting Group Booking

Reminder: Intital Reservations are due by October 1st, 2023

Final Payments are Due by October 1st, 2023

Primary Guest

With BookSafe Travel Protection you get:
  • Up to 100% cash-back reimbursement for covered cancellation causes, or future cruise credit certificates should your cancellation reason not qualify for reimbursement
  • Coverage for lost, stolen, damaged or delayed luggage
  • Reimbursement of medical and medical evacuation expenses if you become ill or injured while traveling
  • 24/7 worldwide assistance
Travel Protection


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Early Bird Course Fee

Pricing increases on October 1st, 2023

1 Person


Course Materials

2 Persons


Course Materials

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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