7th National Medical Banking Institute, March 11-13, 2009, Nashville, TN

Nashville Airport Marriott Hotel
600 Marriott Drive
Nashville, TN 37214
615-889-9300
Fax: 615-889-9315

Updated: 03-03-2009

Wednesday - March 11, 2009
10:30 -1:00	Pre-Conference Registration
11:00 -12:00	President's Council Luncheon Meeting
Medical Banking Boot Camp
1:00 - 1:15	Introduction
	June St. John, Chair, Education and Programming Subcommittee, Medical Banking Institute; SVP, Healthcare Product Manager, Wachovia Treasury Services, Charlotte, NC Patricia Alafaireet, Director of Applied Health Informatics, School of Medicine, University of Missouri, Columbia, MO. MBProject and the University of Missouri have collaborated to create a Medical Banking Executive Training Program. We will be discussing the educational requirements for this program. ** NOTE: John English, Professor, Vanderbilt University, will provide an update on our training program.
1:15 - 1:45	Session 1: The Healthcare Transaction Marketplace: Primary Players, Market Position, Claims Processing Systems
	The healthcare revenue cycle will be reviewed by a senior executive. From this purview, we will look at the matrix of tools and digital techniques that have been developed to facilitate revenue cycle workflows in healthcare. This will set the stage for a better understanding of how banking systems can impact this area. Foster North, VP, CareMedic Systems, St. Petersburg, FL
1:45 - 2:45	Session 2:  The Emerging Role of Banks In Health Data Processing
	The session will look at how banks have integrated their technologies and systems with the healthcare revenue cycle to reduce "friction" in the system. The basic medical banking platform will be explored, resulting ROI and a view towards how the platform could be adapted for greater efficiency in the future. Both batch/back end and real time systems will be presented. Specialized lockbox programs Richard Mobley, VP, Healthcare Services, BancTec, Irving, TX Real Time processing programs Bill Marvin, CEO, Instamed, Philadelphia, PA
2:45 - 3:15	BREAK
3:15 - 4:00	Session 3: Privacy & Confidentiality: Building a Secure Platform for Growth
	"Medical banking" represents a new industry that results from the adaptation of banking systems for healthcare. As hybrid innovations grow, more sensitive health data will flow through specialized medical banking channels and this creates a need for education, training and external affirmation of data privacy and security protocols. The Accreditation Review Council at MBProject oversaw the development of an online system of compliance assessment - the Gold Seal - that will be presented. The Accreditation Review Council believes that the Gold Seal will need to address a new series of compliancy measures for "credit-grantors" created under the FACTA regulations, commonly referred to as the "Red Flag Rules". Scheduled for enforcement in May 2009, these rules need to be evaluated to determine overall impact in medical banking programs. A White Paper by MBProject member TransUnion, which was accepted in the 2009 International Journal of Medical Banking, will be presented. Overview of MBProject's new Gold Seal Program: John Phelan, PhD, Healthcare Management & HIPAA Consultant, Milliman, Inc., Westlake Village, CA Presentation of White Paper - Red Flag Regulations: Exploring the Impact of New Identity Theft Regulations on Healthcare Providers: Nancy Vickroy, Director, Healthcare Product Marketing, TransUnion, Chicago, IL
4:00 - 4:45	Session 4: How Medical Consumerism and Medical Banking Align to Create Value
	As medical consumerism gathers increasing momentum in healthcare today, the need for point of service technologies is growing. This area significantly impacts management of the healthcare revenue cycle and because of this, medical banking programs are aggressively building tool sets to support the consumer. A study assessing this impact and the appropriate banking response was commissioned by Fifth Third Bank, (also accepted in the 2009 International Journal of Medical Banking), and will be presented. Presentation of White Paper - The Impact of Consumer Directed Healthcare on Providers: Stuart Hanson, VP, Healthcare Solutions & Wholesale Lockbox, Fifth Third Bank, Chicago, IL
5:30 - 8:30	Corporate Networking Suites Open -- BancTec Networking Suite -- WAUSAU Financial Systems Networking Suite
Thursday - March 12, 2009
7:30 - 8:30	Registration
8:30 - 8:45	Call To Order & Honorable Mention of Educational Grantor
	Maureen L. Turo, President, National Medical Banking Institute; VP, Healthcare Strategy, The Bank of New York Mellon Treasury Services Division, Pittsburgh, PA
8:45 - 9:00	A  Vision for eHealth Using Banks - Orientation & Awards
	From MBProject's standpoint, 2008 was relatively quiet year. The credit crisis impacted growth plans yet it is the same crisis which re-focused banks and financial services firms on healthcare because it is an industry that compares favorably with others for future growth (note: Experian's $90 million acquisition of Search America). While using banking platforms to advance eHealth strategy is still an emerging concept, we see firms quietly building alliances and technologies that are convincingly changing the competitive landscape. Some industry veterans feel that medical banking represents the "next generation of health data management services" and given market indicators, it appears we are reaching a tipping point. John Casillas, Chair, Medical Banking Institute; Executive Director, The Medical Banking Project, Franklin, TN
9:00 - 9:30	Pushing the Envelope Out For Good - Moving Healthcare Onto An Electronic Platform Using Banks
	One of the most vibrant healthcare associations in America, the Healthcare Financial Management Association, has launched a new initiative to build a new payment system. This multi-year initiative, which found over 100 healthcare administrators and thought leaders including MBProject at a DC summit and reception at the French Embassy, finalized key building blocks that include creating a more responsive infrastructure for payment processing...thus rolling the red carpet out for banks to help. Robert Broadway, Chair, Healthcare Financial Management Association (HFMA); VP, Bethesda Healthcare System, Boynton Beach, FL
9:30 - 10:00	BREAK
10:00 - 12:00	Mayo Clinic Health Policy Center - Advancing Health Care Reform By Creating A Federal Health Board
	The nation's top healthcare CEO's and policy experts examine the potential role of a "Federal Health Board", similar in nature to the Federal Reserve, that could orchestrate affordable healthcare coverage for all Americans. Originally architected by the late Dr. Jerome Grossman of The Harvard/Kennedy School, the idea has gained increasing traction among industry leaders. Proceedings will be documented and provided to Congress and President-elect Obama's new administration. Moderator: Ceci Connolly, National Staff Writer, Washington Post, Washington, DC Keynote Panel: Robert K. Smoldt, Chief Administrative Officer Emeritus, Mayo Clinic, Rochester, MN David M Mirvis, MD, University of Tennessee Health Science Center, Memphis, TN Murray N. Ross, Ph.D., Vice President, Kaiser Foundation Health Plan, Inc., Oakland, CA Roy Ramthun, HSA Consulting Services, Silver Spring, MD Stephen Parente, Ph.D., Associate Professor Finance, Carlson School of Management, University of Minnesota, MN
12:00 - 1:30	LUNCH
12:20 - 1:20	NATIONAL ROUNDTABLE Medical Banking & The Health Data Ecosystem - Engineering A Revolution in Revenue Cycle Management
	National providers and payors describe the benefits and challenges of medical banking and what the future holds. We will examine critical path industry issues that are impeding movement of healthcare to a digital platform, as well as touch upon the whole idea of "real time adjudication" and how the panelists think this area could build out given the recent consumer push towards point of service processing. Moderator: Sheila Schweitzer, Chairperson & CEO, CareMedic Systems, St Petersburg, FL Panelists: Robert Nay, Director, Blue Cross/Blue Shield of Florida, Health Options, Jacksonville, FL Charlie Myers, Director of Operations, Special Programs and Support, Johns Hopkins Hospital and Health System, Baltimore, MD Russell Taylor, Strategic Systems and Processes, Aetna, Inc., Middletown, CT Laurie Holtsford, Director, Business Office Support, Community Health Systems, Brentwood, TN Scott Hawig, Divisional CFO—PRMO (Patient Revenue Management Organization), Duke University Health System, Durham, NC
1:30 - 2:45	CONCURRENT TRACKS
Track 1	Strategic Revenue Cycle Management
1.1	Linking Banking & Healthcare Systems - Part 1
	How are providers using medical banking platforms? What are the key ROI metrics? As these platforms move into best practices, what does the future hold for moving from a payment/remittance tool set to a business intelligence platform for healthcare? Moderator: Doug Bilbrey, EVP Sales & Marketing, The SSI Group, Inc., Mobile, AL Panelists: Charlie Myers, Director of Operations, Special Programs and Support, Johns Hopkins Hospital and Health System, Baltimore, MD Laurie Holtsford, Director, Business Office Support, Community Health Systems, Brentwood, TN Todd Slocumb, Chief Technology Officer, Revenue Management Solutions, Oklahoma City, OK Christine Smith, Product Manager-Remittance Solutions, WAUSAU Financial Systems, Mosinee, WI *Note: Todd Slocumb and Christine Smith are the new Workgroup Leader and Co-Leader (respectively) of MBProject's Workflow Automation Focus Group. They will be reporting out a listing of key industry issues developed at our 2008 Medical Banking Leadership Forum.
Track 2	Innovations in Medical Consumerism
2.1	UPDATE: HSA Adoption Issues
	How will Health Savings Accounts fare under the new Obama Administration? Will adoption issues increase? What are the regulatory and market factors that could impact HSA adoption? The panelists will review the regulatory environment in 2008 and future policy trends as well as present bi-annual research, hot off the AIS press, that the industry relies on for HSA metrics (number of HSAs, deposits, etc). In addition, a brand new survey of employers is being prepared -- more on that to be announced to the industry prior to the Institute! Moderator: Roy Ramthun, HSA Consulting Services, Silver Spring, MD Panelists: Tom Hricik, National Director of HSA Product Distribution, ACS HSA Solutions, Pittsburgh, PA Greg Scandlen, Fellow, Wheatland Institute; CEO, Consumers for Health Care Choices, Hagerstown, MD Todd Berkley, VP, Market Solutions, OptumHealth Financial Services, Salt Lake City, UT
2:50 - 3:30	The Great Privacy Debate
	A stunning on-the-ground look at how groups in Washington, DC are changing the ground rules for healthcare information technology systems. Devon McGraw, Executive Director, Health Privacy Project / Center for Democracy & Technology, Washington, DC
3:30 - 3:45	BREAK
3:45 - 5:00	CONCURRENT TRACKS
Track 1	Strategic Revenue Cycle Management
1.2	Linking Banking & Healthcare Systems - Part 2
	How are insurance carriers and health plans adjusting their strategy to promote greater adoption of electronic funds transfer and remittance management? Or are they? What are the ROI metrics for this side of the medical banking realm, and what does the future hold for moving more provider-customers to a digital paradigm for end-to-end claims processing? We will also look at the emerging area of real time payment processing during this session. Moderator: Rick Morrison, Vice President, WJM, Inc., Little Rock, AR Panel: Russell Taylor, Strategic Systems and Processes, Aetna, Inc., Middletown, CT Vince Marzula, Vice President & Product Group Manager, PNC Bank, Pittsburgh, PA (I) Greg Morris, President & CEO, TriHealix, Norwalk, CT Steven Lloyd, Vice President of Sales, Homeland Healthcare, Richardson, TX
Track 2	Innovations in Medical Consumerism
2.2	How Banks Can Support Personalized Healthcare Informatics
	MBProject has advanced the idea of using banking systems to speed consumer adoption and demand for personal healthcare records. How could this paradigm unfold? What banking activities are underway to support this dynamic? Is the PHR a stand alone application or does it need to be part of a broader consumer health IT play that meets multiple "health-wealth" needs? This panel will look at specific health IT programs, how they are being positioned and what banks can do to move this ball forward. Moderator: John Casillas, Founding Director, Medical Banking Project, Fanklin, TN Panelists: Paul D. Witman, Ph.D., Assistant Professor, Information Technology Management, School of Business, California Lutheran University, Simi Valley, CA Toby Rogers, EVP, Commercial Markets, DestinationRx, Chicago, IL Kumar Swaminathan, Industry Manager, Consumer Centric Healthcare, Sun Microsystems Inc., Menlo Park, CA Frank Convertino, Vice President, Sales & Channel Development, Centri Health, Los Angeles, CA
5:00	ADJOURN
6:30 - 9:00	BANCTEC NETWORKING & RECEPTION GALA Mingle with your colleagues and new acquaintances at the Medical Banking Project's ultimate gala event! Over the years this networking highlight has produced some of the industry's most talked about strategic alliances and partnerships. Don't miss this important opportunity to advance your business objectives in medical banking!
Friday - March 13, 2009
7:00 - 8:00	Registration
8:15 - 8:30	Orientation
	John Casillas, Chair, Medical Banking Institute; Executive Director, The Medical Banking Project, Franklin, TN
8:30 - 10:00	Keynote Panel - Banking on Better Healthcare
	In 2008, MBProject initiated a national dialogue in the form of a National Town Meeting called "Banking on Better Healthcare". Held in conjunction with The SSI Group User Meeting and attended by over 300 banking, healthcare and government executives, the national webcast examined how banks are engaging healthcare. The Keynote Panel comprised of senior banking executives will take up this issue again: why should banks specialize programs for healthcare? How are banks re-engineering existing systems to meet critical healthcare needs in America today, like reduced costs for transaction processing, point of service cash management/collections, implementation of programs to assist in the national build-out for an eHealth infostructure (electronic and personal healthcare records), and governance structures (like the "Health Fed" and its application for speeding adoption of standards, financing EMR infrastructure and fueling value and pricing transparency in healthcare). Moderator: John Casillas, Chair, Medical Banking Institute; Executive Director, The Medical Banking Project, Franklin, TN Panel: David Trotter, Executive Vice President, Head of Sales for Treasury Management at Wells Fargo, Charlotte, NC Al Briand, Division Head, BNY Mellon Treasury Services Product Management and Strategic Development, New York, NY Paula Fryland, Executive Vice President and Manager of PNC Healthcare, PNC Bank, Louisville, KY Ralph Bernstein, SVP and Senior Lead, U.S. Bank Healthcare Payments Solution, Minneapolis, MN
10:00 - 11:00	Capitalizing A Whole New Industry
	Launching an electronic medical banking community will take focused effort and investments, and today's investment banking and venture capital communities aren't sitting idly on the sidelines. Hear how key funding groups are capitalizing this brand new industry. Moderator: Kevin Lavender, Senior Vice President, Healthcare Finance, Fifth Third Bank, Nashville, TN Panel: Harriett Flowers, Managing Director, Converge Capital, Dallas, TX Raymond Falci, Managing Director, Cain Brothers & Company LLC, New York, NY
11:00 - 11:30	BREAK
11:30 - 12:30	Driving Medical Banking Into Everyday Practice - A New Tool Kit for Employers
	The nation's top automobile companies are reeling under the weight of healthcare costs and other environmental factors. The Medical Banking Project and the 1600 employer Automotive Industry Action Group formed a Joint Taskgroup for Value In Health over two years ago to orchestrate a "disruptive innovation" in healthcare, drafting a new "Medical Banking Tool Kit". The Tool Kit will be officially announced and a panel of team members will discuss why its critical for employers to adopt. Moderator: John Casillas, Chair, Medical Banking Institute; Executive Director, The Medical Banking Project, Franklin, TN Panelists: J. Scot Sharland, Executive Director, Automotive Industry Action Group (AIAG), Southfield, MI June St. John, Chair, Education and Programming, Medical Banking Institute; SVP, Healthcare Product Manager, Wachovia Treasury Services, Charlotte, NC Eric Booth, COO, The Leapfrog Group, Washington, DC
12:30 - 1:00	Next Steps for Moving the Industry Forward
	Maureen Turo, President, National Medical Banking Institute, VP, Healthcare Strategy, The Bank of New York Mellon Treasury Services Division, Pittsburgh, PA
1:00	ADJOURN