Agenda – 12th Clinical Trial Billing & Research Compliance Conference

  • Pre-Conference Workshop Day
  • Day One
  • Day Two
  • Master Class Day

Pre-Conference Workshop Day

 SUNDAY, FEBRUARY 25

 

WORKSHOP A

1:00PM – 5:00PM

Advanced Coverage Analysis and the Budget Process – What’s the Secret?

Kathleen Hurtado, R.Ph., Consultant, KELLY WILLENBERG & ASSOCIATES
Chris Longspaugh, Pharm.D., Consultant, KELLY WILLENBERG & ASSOCIATES

WORKSHOP B

1:00PM – 5:00PM

Advanced Billing Audits — What You Need to Know

Wendy Portier, MSN, RN, CHC, CHRC, CPHQ, Consultant, KELLY WILLENBERG & ASSOCIATES
Cynthie Lawson, BSBM, CHRC, CPC, Consultant, KELLY WILLENBERG & ASSOCIATES

 


Day One

 MONDAY, FEBRUARY 26

8:00AM – 8:15AM

Welcome by Conference Chair and Opening Plenary Remarks: Current Issues in Clinical Trial Billing Compliance
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES

8:15AM – 9:15AM

The Payer Issues Panel
Moderator:
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES

Panelists:
Thom R. Mitchell, M.D., FACEP, FACP, Senior Contractor Medical Director, CAHABA GBA, LLC
Sunil V. Lalla, M.D., FACS, Medical Director, JURISDICTIONS H & L, NOVITAS SOLUTIONS, INC.
Olatokunbo Awodele, M.D., Contractor Medical Director, NATIONAL GOVERNMENT SERVICES, INC., J6
Neil S. Sandler, M.D., Chief Medical Officer, CGS ADMINISTRATORS, LLC, J15

9:15AM – 10:00AM

CMS Update — Where Are We Today After 17 Years With the Clinical Trial Policy
Kimberly Brandt, Principal Deputy Administrator for Operations, CENTERS FOR MEDICARE AND MEDICAID SERVICES
Ryan Meade, J.D., CHRC, Senior Fellow, Center for Compliance Studies, LOYOLA UNIVERSITY OF CHICAGO SCHOOL OF LAW

10:00AM – 10:30AM

Networking Break

10:30AM – 11:15AM

Provider Relations From the Medicare Jurisdictions — Who Do You Call When You Have a Question?
Panelists will be announced as they are confirmed

11:15AM – 12:00PM

Revenue Optimization!
J. Christian Weydert, MBA, Coverage Analysis Specialist, GUIDESTAR
Tracy Popp, Director of Research Financial Operations, NORTON HEALTHCARE RESEARCH OFFICE

12:00PM – 1:00PM

Luncheon

1:00PM – 1:45PM

A Comparison of Institutional Processes and Experiences of Research Revenue Cycle Management With and Without CTMS and/or EMR
Lila Dalton, B.S., RN, Director, Clinical Trial Center, LOMA LINDA UNIVERSITY HEALTH
Kristi Davis, A.A., Research Administrator, UNIVERSITY OF ARIZONA HEALTH SCIENCES CENTER

1:45PM – 2:30PM

How to Build a Dynamic Education Program: An Overview of GEAR
Rhonda Hoffman, System Director, Research, NORTON HEALTHCARE RESEARCH OFFICE

2:30PM – 3:15PM

Investigational Device Exemption Clinical Trials — Reimbursement Challenges and Best Practices
Diva Miliáns, Clinical Trial Reimbursement, HE&R Department, ABBOTT

3:15PM – 3:45PM

Networking Break

3:45PM – 4:30PM

Discussion on the Use of a CTMS and an EHR — Your Questions Answered!
Suzanne Nicholl, Ph.D., CCRA, Senior Account Manager, BIO-OPTRONICS
Rick Leesmann, Lead Solution Strategist, CERNER CORPORATION
Additional panelist from Forte to be announced at a later date

4:30PM – 5:00PM

Benefits to Using CTMS Enhancement in Billing Compliance
Suzanne Nicholl, Ph.D., CCRA, Senior Account Manager, BIO-OPTRONICS
Natalie Barton, B.A., A.A., Director, Legal Services, CLINICAL RESEARCH SOLUTIONS, LLC

5:00PM – 5:30PM

Improving Site Efficiency and Compliance Through Centralized Document Management
Rick Arlow, Founder and CEO, COMPLION

5:30PM – 6:30PM

Networking Reception


Day Two

 TUESDAY, FEBRUARY 27

8:00AM – 8:15AM

Chairperson’s Recap of Day One
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES

8:15AM – 9:00AM

Clinical Trial Billing and Financial Management
Pavel I. Kruchek, MBA, CCRP, Director, Business Operations, UNIVERSITY OF UTAH

9:00AM – 9:45AM

The 60-Day Overpayment Requirement
Sonya Castro-Quirino, AVP, Institutional Compliance Officer, TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER

9:45AM – 10:15AM

Networking Break

10:15AM – 11:00AM

The Sunshine Act and Compliance in Research
Jeanna Julo, B.A., B.A., CCRP, Assistant Director, Clinical Data Management and Quality Controls, Auditing and Training, KANSAS UNIVERSITY MEDICAL CENTER RESEARCH INSTITUTE

11:00AM – 11:45AM

We’re All in This Together: Including All Stakeholders in Hospital-Based Research
Alicia Drew, MSN, RN, CNL, Director of Research and Physician Services, RADIOLOGY IMAGING ASSOCIATES, P.C.

11:45AM – 12:45PM

Luncheon

12:45PM – 1:30PM

A Practical Approach to Clinical Trial Capacity Planning
Philip J. Butera, MBA, Director of Clinical Trials, LEVINE CANCER INSTITUTE; CAROLINAS HEALTHCARE SYSTEM

1:30PM – 2:15PM

Coverage With Evidence Development: Navigating the Maze
Shanna Ford, BSHCA, CPC, CHRC, Clinical Research Compliance Officer, UNIVERSITY OF UTAH COMPLIANCE SERVICES

2:15PM – 3:00PM

Weaving Research Compliance Into Corporate Compliance
Donetta Horseman, Chief Compliance Officer, MOFFITT CANCER CENTER

3:00PM – 3:30PM

Networking Break

3:30PM – 4:15PM

Maintaining Regulatory Obligations of an IND/IDE
Denise A. Roe, MSM, RAC, CHRC, CCRP, CIP, Vice President, Clinical Research Regulatory and Quality Management, ST. JUDE CHILDREN’S RESEARCH HOSPITAL

4:15PM – 5:15PM

Molecular Diagnostic Testing: Alphabet Salad With a Side of Codes
Wendy Schroeder, RN, BSN, CCRC, CRCP, Director of Research and Regulatory Programs, VISIONGATE, INC.

5:15PM –

Wrap-up by Conference Chair
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES


Master Class Day

 WEDNESDAY, FEBRUARY 28

 

MASTER CLASS A

8:30AM – 12:00PM

Barrel of Monkeys: CTMS or No CTMS (or Two) and Billing Compliance

Sally Shipley, Manager, Research Finance and Regulatory Affairs, CARLE FOUNDATION HOSPITAL
Joe Fugitt, Manager, Research Finance, SPECTRUM HEALTH
Anya Dang, CPC, Research Revenue Integrity (RRI), UNIVERSITY OF CALIFORNIA IRVINE HEALTH

MASTER CLASS B

8:30AM – 12:00PM

The Preauthorization and Financial Review Process From Having Done It

Karin Choquette, MSN, RN, Clinical Research Manager, VIRGINIA CANCER SPECIALIST
Lisa Gasque-Kuhn, Research Finance Coordinator, VIRGINIA CANCER SPECIALIST
Kristine Jacks, Research Finance and Patient Benefits Specialist, VIRGINIA CANCER SPECIALIST

MASTER CLASS C

8:30AM – 12:00PM

Building Processes: The Trek Toward the 21st Century

Heather Davis, B.A., CHCP, Director, I-CARE IASIS HEALTHCARE CORPORATION
Christina Jackson, BSN, RN, CCRC, CHRC, Compliance and Education Manager — Responsible Study Conduct Conflicts of Interest Official for Research Services, FLORIDA HOSPITAL OFFICE OF RESEARCH INTEGRITY

 

12:00PM – 1:00PM

Working Lunch