Thank You to Our Platinum and Presidential Sponsors

2008 Issue 4

In This Issue:
[President's Message]
[New Members Spotlight - Welcome to NEOHFMA]
[New Members - Welcom to NEOHFMA]
[Welcome Back]
[New Sponsor Spotlight]
[Northeast Ohio HFMA Speaker Series]
[Program Recaps]
[2009 GHALI]
[Article: Job Search Survival 2009]

[HFMA NEO Chapter – Certification Materials and Exam and
Reimbursement Policy & Procedures]

[Join us on LinkedIn and Facebook]
[NEO HFMA University Program Encourages Student Membership]
[Fore! Golfing at GHALI?]
Attention NEO HFMA Members - Educational CD's
Newsletter Archive

Presidents Message

Chuck Josey, PresidentGreetings fellow HFMA members:

It is spring and that means the Gerry Haggerty Annual Leadership Institute (GHALI) is right around the corner. For those of you who have not attended this regional conference in the last few years, it is 2 ½ days packed full of the best education and networking $345 can buy. In a time when many organizations are reducing expenses and cutting back on travel and education, this conference really is a great value as it includes all of the following:

  • 20 hours CPE featuring nationally-known speakers and topics that will keep you on the cutting edge of the profession
  • All meals included
  • Open bar each evening
  • Your choice of golf, spa or wine tasting networking events
  • Fun evening activities including Casino Night, Karaoke, and Wii (Rock Band), Cornhole, and Texas Hold’em tournaments
  • Vendor fair

This year’s GHALI is back at the Kalahari Resort in Sandusky, Ohio. With 866-rooms, Kalahari is the largest hotel in Ohio and features a spa, health and fitness center, conference center, five restaurants and five bars, and the largest indoor water park in the country. If you are unfamiliar with Kalahari, check out their website at Golf will be at Sawmill Creek, a beautiful course just 4 miles from Kalahari designed by Tom Fazio. We have arranged for a special conference rate of just $128 per night at Kalahari and also a discounted rate for golf at Sawmill Creek for those that want to get in extra rounds while we are there. The brochures are in the mail, and registration details are available on the chapter website.

We also have a full summer of programs and networking opportunities for you to consider, not the least of which is our annual volunteer appreciation golf outing which will be held August 27 at Firestone Country Club. Mark your calendar and watch the web site and your mailbox for further details.

It’s hard to believe how fast my year as chapter president has flown by. The theme this year has been “Making Connections”, and we are fortunate to have such a strong HFMA chapter to help us stay connected. We’ve had many accomplishments as a chapter over the past year, including receiving national awards for membership retention and certification. It takes many enthusiastic chapter volunteers to keep our chapter going strong, and I thank everyone for their help and appreciate all of the personal support from the leadership team.

Speaking of making connections, did you know that Northeast Ohio HFMA now has a group on Facebook and LinkedIn? If you use these networking websites, look for us and join. This is a fresh, new way for HFMA to offer professional networking, and we have some good ideas as to how to use these resources to benefit members. By the way, you have to be a member to join, so make sure you renew your membership : )

Hope to see you at the GHALI!

Chuck Josey

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New Members Spotlight - Welcome to NEOHFMA!

A closer look at some of the newest members to the
Northeast Ohio Chapter of HFMA.

Edward J. Nagy
Medical Mutual of Ohio

Getting to Know You Questions:
What is the biggest challenge you face in your position?
Creating efficiencies and getting consensus.

Where did you go to college?
University of Akron.

What is your favorite restaurant in Northeast Ohio?
The Oaks – in Medina County by Chippewa Lake.

Ben Gleason
Human Arc

Getting to Know You Questions:
What do you like most about working in healthcare?
I really enjoy interacting with the healthcare employees. I like to think that most people stepped into healthcare wanting to be involved in improving the quality of people’s lives.

Why did you decide to get involved in HFMA?
I felt it would be a great way to meet the outstanding people that represent our facilities here in NE Ohio.

Cindy Smith
McKesson Provider Technologies

Getting to Know You Questions:
What is the biggest challenge you face in your position?
Getting heard above the din of a thousand sales people trying to get the ear of the CFO in any given month!

What was the last book you read?
The Tipping Point .

Where is your favorite vacation spot?
Lake Chautauqua, NY.

Cindy Adkins
Metrohealth Medical Center

Getting to Know You Questions:
Why did you decide to get involved in HFMA?
I wanted to be able to broaden my network of colleagues in the field and stay abreast of current financial situations.

What activities do you enjoy outside of work?
Reading and spending time with family.

Leno or Letterman?

Brian Esser
Case Western Reserve University

Getting to Know You Questions:
What do you like most about working in healthcare?
I really enjoy the fact that no matter what aspect of healthcare you work in you are having an impact on people.

Where did you go to college?
Ohio State for my bachelors and Case Western for my Masters.

Browns, Indians, both, or neither?
Both, it doesn’t hurt to dream.

Jason O’Rourke
University Hospitals

Getting to Know You Questions:
What is the biggest challenge you face in your position?
I work in the Corporate Budgeting department and since we work primarily with clinical department managers, it can be difficult to train them on matters related to finance.

What activities do you enjoy outside of work?
I enjoy spending time with my friends and family. I also play golf competitively.

What is your favorite restaurant in Northeast Ohio?
Brasa Grill Brazilian Steakhouse on W. 9th in Downtown Cleveland.

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New Members - Welcome to NEOHFMA!
Please welcome our newest members to the Northeast Ohio Chapter of HFMA. Look for them at our next meeting and welcome them to our organization.

E Search

Rylan Arnold

Lara R. Eggleston
University Hospitals

Lucinda Adkins
Metrohealth Medical Center

Benjamin Gleason
Human Arc

Toya Massey-Sanders
Metrohealth Medical Center

Jeffrey Trace
University Hospitals

Erin C. Scott
Medical Mutual of Ohio

Brian Esser
Case Western Reserve University

Nicholas Lapoulas
Cavanagh, Hoyt & Associates, LLC

Nicholas A Jacobs
Steris Corporation

Cindy Smith
McKesson Provider Technologies

Jessica Deluke
Summa Health System

Matthew E. Albers, Esq
Vorys, Sater Seymour and Pease LLP

George O’Rourke
University Hospitals

Daniel Hardwick (Transfer)
RBC, Inc.

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Welcome Back
HFMA Members that have reinstated their Membership

Jeffrey A. Kampman, CPA
Drs. Hill and Thomas Company

Tina M. Buckenmeyer
Ernst & Young LLP

Kelley A. Sheehan, CPA
University Hospitals Professionals Limited

Julie M. Day
Ernst & Young LLP

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New Sponsor Spotlight

A closer look at some of the newest sponsors to the Northeast Ohio Chapter of HFMA.

Company/Organization: Alta Partners, LLC

Getting to Know You Questions:

Tell us about your Company/Organization?
Alta Partners, LLC provides physician billing, practice management, and practice consulting services. Founded in 2000, Principals Dan Kasinec, FACMPE and Stan Kasmarcak, CPA have dedicated their careers to working with physicians in the business of medicine. Alta Partners currently services over 250 providers throughout Ohio.

“We founded Alta Partners under the premise that a billing company should be a ‘partner’ with their physician practice clients to improve the practice’s financial bottom line as well as assist in day-to-day practice operations.” With a staff of over 80 employees, Alta Partners has the depth and breadth of expertise both with personnel and current technology to help physician practices become more profitable and more efficient.

What makes your Company/Organization Unique?
We consider all of our clients and our employees to be our “business partners”. In keeping with this philosophy, billing fees are based on performance, and that same performance drives compensation to our staff. In doing this, incentives are aligned as everyone at Alta Partners works hard for the continued success of each practice.

What recent achievement or development would you like to share?
As we approach our ten year anniversary, we are proud to have 18 of our original staff continuing to work with us as we have grown together as family. We are also fortunate when we have added staff that we have found good people, motivated to work closely with our clients to continue to bring positive results. Alta Partners recent investments in technology keep us poised to meet future growth. We are very excited with the installation of a new SQL server to help give our clients timely access to data without the need for complicated report writing software, but with the simplicity of Excel. As important as anything, we genuinely have fun with what we do and all really enjoy a business that can be very tedious at times.

Where are your headquarters?
Westlake, Ohio

Why did your Company/Organization get involved in HFMA?
Stan has been an NEOHFMA member since 1994. Stan has also been a speaker at the HFMA ANI as well as at local chapter meetings with his partner Dan. Topics that have been covered include physician practice valuation, internal control management in the office, and billing tips to help improve practice cash flow.

How has HFMA impacted your Company/Organization?
Being a member of HFMA has allowed Alta Partners to gain access to a large number of other healthcare finance professionals and resources, to include but not limited to the following:

  • Weekly newsletters
  • Professional development and continuing education
  • Networking opportunities
  • Public policy initiatives
  • Special interest groups and forums

Company/Organization: Etactics, Inc.

Getting to Know You Questions:

Tell us about your Company/Organization.
Formed in 1999, Etactics, Inc. is a provider of revenue cycle services and solutions to the healthcare industry. These software-independent solutions include patient statement services and electronic data interchange. Etactics is a customer-driven company with the mission of increasing the bottom-line for their clients through increased collections and quicker payments resulting from the utilization of Etactics' innovative solutions. Etactics' unique approach to patient-friendly billing typically results in a 5-25% increase in self-pay payments. Customized statements are full variable color, offer the use of logo for identity promotion, and clearly highlight payment options. Full variable digital color statements also allow the cross-promotion of important health system events and services, as well as reinforcing any system-wide branding initiatives. Other options include personalized cover letters, bilingual capabilities and custom backers.

What makes your Company/Organization Unique?
Etactics provides a real-time address correction service which is an easy-to-use client interface tool. Not only does it significantly reduce return mail, but it offers an economical skip-trace that reduces the number of accounts turned over to collection due to bad addresses. Electronic bill presentment and payment is the "Go Green" initiative from Etactics. The Connect Plus offering allows clients to send statements electronically, as well as provide reminder e-mails to patients and timely reporting of payment activity back to the client. No paper is involved in either scenario.

What recent achievement or development would you like to share?
Recently, Etactics was awarded several prestigious business growth awards in the region. One such award, the Weatherhead 100, is awarded by the Weatherhead School of Management of Case Western Reserve University and the Council of Smaller Enterprises (COSE). The Weatherhead 100 is highly regarded throughout the region and signifies that the recipient is one of the 100 fastest-growing companies in Northeast Ohio. Etactics was also the recipient of three different 2008 Cascade Capital Corporation awards which recognizes companies fortifying the strength of the economy in Northeast Ohio.

Where are your headquarters?
Etactics, Inc. is headquartered in Stow, Ohio.

Why did your Company/Organization get involved in HFMA?
"We are excited to join the sponsor roster of the Northeast Ohio Chapter of HFMA," states Michael Teutsch, co-founder and president of Etactics, Inc. "We look forward to strengthening our ties in the area through our sponsorship and launching new relationships within the membership of NEOHFMA. The educational and networking opportunities are invaluable."

Company/Organization: RSM McGladrey, Inc.

Getting to Know You Questions:

Tell us about your Company/Organization.
With a growing base of health system and hospital clients and a dedicated health care practice, including deep reimbursement resources, RSM McGladrey is emerging as a firm that is influencing the direction and interpretation of the issues affecting the industry.

What makes your Company/Organization Unique?
RSM McGladrey is the fifth largest accounting, tax and business consulting firm in the U.S., with locations in nearly 100 cities delivering effective and affordable solutions to nearly 3,000 health care institutions across the nation. With a proven track record of serving more than 400 health systems and hospitals, many health systems and hospitals have found that RSM McGladrey is a great alternative to the Big Four or regional CPA firms that serve the industry.

What recent achievement or development would you like to share?
RSM McGladrey has been a strong advocate of the health care profession and the Hospital Financial Management Association (HFMA) in particular. In 2008, Bob Wright, a partner in RSM McGladrey’s Midwest Health Care practice, was appointed to HFMA’s Principles and Practices Board. The board is responsible for reevaluating, clarifying and establishing health services organizations’ accounting principles and financial reporting practices. Bob has also serves on the American Institute of Certified Public Accountants’ (AICPA) Industry Expert Panel for Health Care matters and is a member of the task force charged with writing the new AICPA health care audit guide.

Where are your headquarters?
RSM McGladrey’s Midwest Health Care practice serves clients from 41 offices throughout Ohio, Colorado, Illinois, Iowa, Indiana, Minnesota, Missouri, Nebraska and Wisconsin. Our 145 dedicated health care professionals provide services to more than 1,300 health care clients throughout the Midwest. RSM McGladrey’s Ohio presence includes offices in Akron, Canton, Cleveland and Columbus.

Why did your Company/Organization get involved in HFMA?
Located in our Cleveland office, Donna Sciarappa, a 20 plus year veteran of the not-for-profit industry, is both the senior managing director, in-charge of growth for Ohio and the Ohio health care industry leader. “We’re thrilled to be a sponsor of the Northeast Ohio Chapter of HFMA,” said Donna. “We’re excited by our growth in the area, and we’re confident we’ll continue to build on the success RSM McGladrey has had in the region. That success includes working HFMA.” Donna surmises that, “Our health care clients, regardless of size, appreciate the benefits of using a full-service accounting, tax and business consulting firm that provides the deep industry experience of a national firm and the personal attention of a local provider.”

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Northeast Ohio HFMA Speaker Series
Save the Date for these upcoming programs!

Stay tuned for more information these and other upcoming events.

Click here to register for this event.

Program Date:
: July 23, 2009
Program Location: : Windows on the River

Managed Care

Speaker: J.B. Silvers

Program Date: August 27, 2009
Program Location: Firestone Country Club (Akron,OH)

Volunteer Appreciation Outing

NEO HFMA GHALI: May 20-22, 2009. See GHALI Article.

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Program Recaps

Patient Financial Services: February 19, 2009
Corporate College East
Committee Co-Chairs: Maureen Campbell & Steve Rybka

With the expertise of our speaker lineup and key topics of industry interest, this year’s Patient Financial Services meeting was one of the most successful and well attended events yet. So, what did you miss?

Are You Ready to RAC and/or Roll Over?
Presented by Lyman Sornberger – Executive Director, Cleveland Clinic Health System Patient Financial Services
Cheryl Arnold – Senior Director, Business Development & Training
Rebecca Stewart, CCS, CPC – Project Manager, Business Development

Lyman Sornberger and his team from Cleveland Clinic provided insight into the Medicare RAC process based on their first-hand experience in Florida. While their Florida experience may have been “out of tune”, the lessons learned have made significant impact on their strategic planning and the efforts put forth for preparing for the Ohio rollout. Specifically, Lyman’s presentation addressed what to expect, what to avoid, and strategies for how to best prepare for and minimize the negative impacts of RAC.

SornbergerIn a brief review of RAC and its purpose, Mr. Sornberger summarized the RAC claims review process and key risk areas associated with the audits. Whether the audit is identified via an Automated Review (claim determination at the system level without human review of the medical record) or a Complex Review (those requiring human review of the medical record) – Lyman made a clear point that “once the State comes in to your facility and starts the education, the letters and remits start too”. While several revisions to the rules and guidelines have been published since the demonstration project (i.e. medical record request limits), case in point – you need to be prepared.

Rebecca StewartIn the latter half of the presentation, Rebecca Stewart discussed more specifically the targeted areas of the demonstration project based on their Florida experience. The more in-depth examples covered included:

• One-Day Stays
• Improper DRGs (those most commonly identified
by the RAC)
• Inpatient Procedures (unrelated procedures or those on the Inpatient-only list)
• Incorrect Discharge Status (an Automated Review audit)
• Three-Day LOS Transferred to a SNF
• Inpatient Rehab (and criteria for meeting medical necessity)
• Incorrect Units Billed (Neulasta, Outpatient Speech Therapy, Blood Transfusions)
• E & M Services

By learning through experience, Cleveland Clinic has dedicated significant time and effort to the preparation of the RAC rollout, comprised mainly of four key areas:

  • Development of a RAC Steering Committee
  • Risk Assessments
  • Development of Processes to Manage the RAC Rollout
  • Development of a RAC Tracking Tool

Cheryl Arnold talking RACCheryl Arnold walked the audience through their RAC “Working Teams” and the steering committee resources dedicated to completing risk assessments, the logistics and operating model for RAC, education and training, process improvements, and external relations (communicating lessons learned and collaborating on opportunities). Shared in this part of the presentation was a tracking tool created by Cleveland Clinic to determine audit probability (unlikely, likely, very likely) based on the key risk areas known to be targeted by RAC. With this tracking tool, Cleveland Clinic has been able to estimate the resources needed to prepare for and manage the RAC process as well as monitor outcomes, provide trend reporting, and help to identify process improvement areas. As stated by Mr. Sornberger himself – it is better to “fight the fight together than to go at it alone” – so, shared with the audience was a copy of the presentation as well as an open forum for preparing for RAC and ideas/support for managing the process.

A copy of Mr. Sornberger’s presentation can also be viewed here.

Kenneth MorganBuilding Frontline Teams of Excellence –
Patient Focused Staff Collection Competence

Presented by Kenneth W. Morgan, Senior Consultant – Gustafson & Associates, Inc.

“People are the only element with the inherent power to generate value. All other variables – cash, materials, plant and equipment – offer nothing but inert potentials. By their nature, they add nothing, and they cannot add anything until some human being – be it the lowest-level laborer, the most ingenious professional or the loftiest executive – leverages that potential by putting it into play.”*

With this leading quote, Mr. Morgan led the audience through understanding and acknowledging today’s current challenges presented by the revenue cycle process and people models. From Pre-Access, to Time-of-Service, to Post-Service – the current revenue cycle process model remains broken, and as such is a costly organizational model. Once this is acknowledged, Mr. Morgan presented the need to then identify the technical skills and emotional competencies required of today’s “Gold Standard” revenue cycle team members – his “Upside-Down” model – which is patient-preference driven, quality controlled, and aligns to mutual goals, accountabilities, and rewards.

Emotional Intelligence competencies being most essential to this “new” process and stemming superior customer service (skills and communication) are “intrapersonal” – self-awareness, self-regulation, and motivation – and “interpersonal” – effective communication and coaching of others. Mr. Morgan also reviewed with the audience the importance of completing skills assessments to ensure specific abilities and talents required for workflows are defined, leading to more effective and successful processes and employee education and development programs. Provided in Mr. Morgan’s attached presentation is an example of a “Skills Identification” assessment tool which can be utilized as a guide for this key process.

In building a stronger frontline team and one which is patient-focused and point-of-service collection focused as well – Mr. Morgan presented four related “customer service wisdoms”:

  • Customer satisfaction drives healthcare organizations’ long-term success
  • Patient billing-related interactions are a major source of dissatisfaction
  • Non-clinical interactions have as much impact on satisfaction as clinical encounters
  • Patient-friendly processes increase satisfaction and thereby increase long-term organizational success

With these ‘wisdoms’, it is important to identify the purpose and appropriate implementation of staff “scripting” and “role-play” to facilitate patient-orientation and point-of-service collection. Essential communication and scripting elements to the financial counseling process include: stating the reason for the conversation, informing and educating the patient, clearly stating what is required for the visit/service, achieving a resolution, and finally thanking the patient and answering any questions. Mr. Morgan provided several useful scripting examples to the audience which can also be viewed in his attached presentation copy.

Today’s healthcare providers must ensure financial strength and stability, maintain compliance and customer allegiance despite the challenges related to people and process. With the tools provided by Mr. Morgan, revenue cycle leadership teams will be on the right path to more focused collection success!

* Jac Fitz-Enz, “The ROI of Human Capital”. Quoted in presentation by Ken Morgan, Gustafson & Associates, Inc., for the NEO HFMA PFS Chapter Meeting, February 19th 2009

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2009 Regional HFMA Gerry Haggerty Annual Leadership Institute (GHALI)
May 20-22, 2009

“The Changing Landscape of Healthcare – Getting Prepared”

KalahariThis theme reflects various presentations contained in the program covering financial, patient access, wellness, compliance, and specifically issues facing healthcare in Ohio. The conference includes educational sessions led by healthcare industry leaders and a variety of pertinent topics, and provides for opportunities to research products and services present at the vendor booths during vendor fair times and throughout the 2 ½ days. Networking events abound including: golf and nearby Sawmill Creek Lodge, Spa services at the Kalahari Spa, Wine Tasting, Casino Night, Texas Hold’em Night, Cornhole and Wii (Rock band) tournaments as well as all the amenities the Kalahari has to offer.

The 2009 GHALI will be held once again at the Kalahari Resort and Nia Conference Center in Sandusky, Ohio. Kalahari brings “a world away” experience to travelers in the Midwest. With everything under one roof convenience, the Kalahari Resort includes spectacular indoor and outdoor waterparks, spas, extensive retail and shopping areas, multiple dining options, and authentic African experiences. For information regarding Kalahari, visit their website at

For more information regarding golf at Sawmill Creek please visit:

HFMA guests will receive a special conference room rate of $128 per night for Tuesday through Friday and a special rate of $148 for Saturday. For reservations, call 877-525-2427 and let them know you are attending the HFMA Conference. Come and bring the whole family for days full of fun!

Please don’t wait to register as rooms at the Kalahari do fill up fast!
Mark your calendars now for May 20-22, 2009. We are looking forward to seeing you there! For more information and to register for this event, please visit:

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Job Search Survival 2009

By Deborah Walker, CCMC

Undoubtedly, this is the toughest year on record to land a new job. Reaching your career goal will take courage and nerves of steel. Are you up to the challenge? Here are three tips for job-search endurance that will keep you on the right track toward your employment goal.

1. Keep your career goal realistic.

This is not the time to strike out in a risky career direction. Following your heart toward a career in which you have little qualifications could yield months of frustration as you find yourself competing against legions of candidates far more qualified. Unless you are in the position to hold out for a very long job search, concentrate on positions where you are best qualified.

2. Realize it will take longer to land your next position.

If you've never experienced a lengthy job search, set your expectations out several months and practice patience. You will apply for many positions as the perfect candidate, and get no response. Expect that. You will conduct perfect interviews and hear nothing back. Expect that as well. Just remember that eventually the right company with the right job at the right time will come your way if you stay calm and focused and don't let discouragement keep you from moving forward. Just keep with it.

3. Write a better resume than your competition.

Less jobs and more applicants equals extremely high competition. The quality of your resume has never been more important. For the best possible resume keep these guidelines in mind:

  • Focus your resume. Avoid a one-size-fits-all resume.
  • Showcase your best information in the top half of page one.
  • Include accomplishments that illustrate your ability to solve today's business challenges.

4. Sharpen your interview skills.

With employers interviewing only the best of the best, when you are chosen to interview be sure you are your competitive best. You CANNOT “just wing” an interview and expect to be called back for a second. Today it takes solid interview strategy to earn a second round of interviews. Interview books are helpful, but they usually fall short of teaching you how to read the interviewer's mind to understand his/her hiring motivations. A study in the art of selling is more effective to achieve great interview performance. A few basic selling strategies include:

  • Asking the right questions to understand the interviewer's “hot button” motivations.
  • Formulate answers around the interviewer's motivations.
  • Know your accomplishments well enough to weave them effectively through your interview to achieve top candidate status.

Throughout 2009, the best jobs will go to those who persevere and stay focused. Keeping your expectations and goals realistic will help prevent the emotional ups and downs. Prepare for your job search as if you were competing in a marathon. With patience, endurance and skill you will win your next job.

Deborah Walker, CCMC is a career coach helping job seekers compete in the toughest job markets. Her clients gain top performing skills in resume writing, interview preparation and salary negotiation. Learn more about Deborah Walker, career coach at:

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HFMA NEO Chapter

Certification Materials and Exam and
Reimbursement Policy & Procedures


The North East Ohio Chapter (NEOC) of the Healthcare Financial Management Association (HFMA) encourages members to pursue and achieve certification as a Certified Healthcare Financial Professional (CHFP), which includes successfully completing the Core exam and one of four Specialty Exams. To assist members with qualifying for this designation, the Chapter, through the Chair of the Certification Committee, makes self study materials available to members in preparation for both the Core exam as well as the Specialty exam of their choice. To further encourage members to seek certification, the Chapter, through the Chair of the Certification Committee, may reimburse members for CHFP examination fees upon successful completion of each exam and may further reimburse members for CHFP certification fees upon confirmation of certification, provided that these fees are not otherwise reimbursable by the members employer or other source.

In order to encourage members to focus their study efforts and to expand the availability of study materials to a greater number of members, self study materials may be borrowed for up to 4 weeks and must be returned promptly to the Certification Committee Chair. Request for reimbursement must be submitted by the member within 8 weeks of receiving their exam results or certification confirmation.

Members who borrow the CHFP study materials from the Chapter are NOT eligible to earn CPE Credit with those materials as HFMA rules limit the number of CPE submissions per set of materials to one. Consequently, NEO Chapter members who wish to receive CPE credits for undertaking one or more of the CHFP examination self study programs are required to purchase their own self study materials. The cost of CHFP self study materials purchased by members will not be reimbursed by the NEO HFMA chapter.


  1. Members considering sitting for the CHFP core or specialty exams are encouraged to contact the Certification Committee Chair to arrange to borrow the HFMA self study examination related materials. The Chair will advise the member if the requested materials are immediately available, or when they are due to be returned. The Chair will sign out these materials to the member one exam at a time for up to 4 weeks. Members who have already scheduled their exam sitting will be given priority. Members are obligated to return exam materials promptly at the end of four weeks or at the time of examination, which ever is the earlier. Contact information for the Certification Committee Chair is available on the North East Ohio Chapter Website or in the HFMA Annual Handbook.
  2. Upon successful completion of an exam, a member for whom the examination fee will NOT be reimbursed by their employer or other source may complete and submit an NEO HFMA expense reimbursement form. A copy of the exam result e-mail notification and a release authorizing HFMA National to confirm that the member has passed the exam is required. Application for reimbursement must be made within 8 weeks of receiving exam results.
  3. Upon confirmation that a member’s application for certification as a Certified Healthcare Financial Practitioner (CHFP) has been successful, a member for whom the certification application fee will not be reimbursed by their employer or other source may complete and submit an NEO HFMA expense reimbursement form. A copy of the certification confirmation and a release authorizing HFMA National to confirm that the member has been certified is required. Application for reimbursement must be made within 8 weeks.
  4. The examination self study material lending program is effective January 1, 2009. The examination and Certification fee reimbursement program is also effective January 1, 2009. Additionally, members who successfully completed either or both CHFP exams in 2008, or, were certified during 2008, or both, and who have not been reimbursed by their employer or other source for examination fees or application fees may complete and submit an NEO HFMA expense reimbursement form before May 1, 2009.
  5. The NEO HFMA Chapter will not reimburse members for the purchase of CHFP self study materials.

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Join us on LinkedIn and Facebook!

The Northeast Ohio Chapter of HFMA is now on LinkedIn and Facebook. These new tools will help facilitate further networking among our chapter membership. Follow the instructions below to join.

Instructions for LinkedIn:
Click the link below to join.

Select “Joining LinkedIn”. Fill out the required information and proceed to groups. The name of our group is “HFMA – Northeast Ohio Chapter”. HFMA National has a group as well. Linked in will allow members to post in the following categories: Discussions, News, & Jobs.

Instructions for Facebook:
Click the link below to join.

Fill out the required information below “Sign Up” to create a new profile. Once a facebook profile has been created, type “HFMA Northeast Ohio” in the search field in the upper right hand corner. Once on the group page, click “Request to Join Group”. An email will be sent to Northeast Ohio HFMA to verify your chapter membership and you will be given access to the group.

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NEO HFMA University Program
Encourages Student Membership

Recently NEO HFMA has been selectively visiting local College and University campuses to share the advantages of a student membership with HFMA. The University Program is designed around volunteered participation from any current HFMA member interested in providing healthcare career insight or presenting a current healthcare affairs discussion to a local student population.

Brian Esser, an MBA student at Case Western, and one of our newest Student Members, wrote the following about his student membership with NEO HFMA:

"I was really excited when I discovered HFMA, it seems like an outstanding organization and is exactly the kind of network I have been looking to be a member of. I think it will be invaluable not only to develop my skills as a financial professional, but really allow me to focus on healthcare, which is where I want to take my career. HFMA has also become a critical tool in my job search that I am using to supplement my academic experience in learning the language and depth of healthcare related matters in finance."

The Membership committee is excited about the potential of actively engaging our local student populations through a NEO HFMA student membership, and welcomes any current member participation. Please contact Maureen Campbell ( if you are interested in participating in our University Program efforts.

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Kudos to You!
By Jack Bailey

Congratulations to UCB Inc. on celebrating its 50th anniversary supplying account receivable management solutions. Founded in 1959, UCB started out as a one-man operation by Mr. Harold Rickard and was succeeded as President by his son Sam. Now with over 1000 employees, UCB is offering intelligent solutions to healthcare providers both locally and nationally.

Kudos to Brent Martin, President of Healthcare MCR, Cleveland. Federal Judges have appointed Brent as Patient Care Ombudsman in the Pharmaceutical Alternatives Chapter 11 (Coshocton, OH) and the Synergy Hematology-Oncology Chapter 11 (Los Angeles, CA).

Congratulations to the Member-Get-A-Member drawing winners Karen Komer, Karen Mihalik, & Tom Onusko for sponsoring a new member or re-instating a member during March and paid through 5/31/2010. Each drawing winner received a $25 Giant Eagle gift card

Kudos to the Membership Committee on an outstanding year! Our chapter scorecard shows us at 610 memberships and eligible for a bronze award.

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Golfing at the GHALI?

Sawmill Creek has arranged a special price on green fees for HFMA members. From Tuesday May 19th through Saturday May 23rd. Your 18 holes greens fees with a cart is just $60 (a savings of $25). When making your reservation be sure to mention you are an HFMA member and attending the conference.

Puzzle – Cake Theft – Who Dunnit?
By Chris Anthony

During a recent police investigation, Chief Inspector Stone was interviewing five local villains to try and identify who stole Mrs Archer's cake from the mid-summers fayre. Below is a summary of their statements:

Arnold: it wasn't Edward
it was Brian

Brian: it wasn't Charlie
it wasn't Edward

Charlie: it was Edward
it wasn't Arnold

Derek: it was Charlie
it was Brian

Edward: it was Derek
it wasn't Arnold

It was well known that each suspect told exactly one lie. Can you determine who stole the cake?

E-mail your answer to Chris Anthony at All correct entries will be included in a drawing and one lucky entrant will receive a $25 gift certificate.

Previous puzzle – Be My Valentine


Lilly Jetson thought Adam sent her a Pink card

Molly Motson thought Dylan sent her a Blue card

Millie Hanson thought Ethan sent her a Red card

Bob Kaliszewski of UHHS/CSA won a $25 gift card.

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Attention NEO HFMA members - - - -
Northeast Ohio HFMA has available educational CD’s worth 1 CPE each.
Topics are:

1) Financial Accounting & Management Report (1 CPE)
25 CD’s available
Facing Our Retirement Money Fears

2) Governmental Accounting Report (1 CPE) 25 CD’s available
GASB Activities
Governmental Accounting Standards Board Issues
Request for Response: Suggested Guidelines for
Voluntary Reporting of SEA Performance
AICPA Activities
AICPA Issues White Paper on Navigating the New
Peer Review Standards
GAO Activities
Increased Emphasis on Government Audit
Organizations’ Quality Control and Assurance
Government Accountability Office’s Implementation
Tool for Implementing Professional Requirements
in Government Auditing Standards

3) Tax Report (1 CPE) 25 CD’s available
Current Developments
Experts’ Forum
Other Court Decisions
Determining Basis of Stock Received in Demutualization
Recent IRS Guidance
Circumstances Triggering the Extended Statute
of Limitations
Withhold for Irregular Wage Payments
Regulations Change Extension Rules for Certain
Pass-Through Entities
Proposed Regs Permit Tax Count Review of
Gift Valuation Disputes

The Chapter also gets credit for the completion of these classes so email Kathy today and help yourself and the NEO Chapter.

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Corporate Sponsor Program
We gratefully acknowledge the commitment of our Corporate Sponsors who assist in the funding of the Chapter's programs and activities
Presidential Level
Ernst & Young, LLP
Human Arc Corp.
Howard, Wershbale & Co.
Platinum Club

Alta Partners LLC
HRSI/FirstCredit International Corp
Healthcare Resolutons Svcs
Joseph R Harrison Company LPA
JP Recovery Svcs
Revenue Group
Total Practice Management
RSM McGladrey

Gold Club

Relay Health
Squire, Sanders & Dempsey LLP

Silver Club

Cirius Group, Inc.
NatCity Investments, Inc.
Receivables Outsourcing Group

Bronze Club

ARC Group Associates
Bruner Cox, LLP
Calfee, Halter & Griswold LLP
DMI Transitions
Emrhein & Associates
Etactics, Inc.
Fenner Corp
HMC Group
KeyBanc Capital Markets
Masters Assoc Receivables Mgmt, Inc.
NCO Financial Systems Inc.
Quadax, Inc.
Resources Global Professionals
UCB, Inc.
Vorys, Sater, Seymour and Pease LLP
Wise Management Services Inc.

HFMA Northeast Ohio
Chapter Officers

Charles S. Josey

Anna Sulewski

Vice President
Michael Manfull

Susan R. Flaherty


Suzanne M. Tschetter


Karen Mihalik

Chapter Coordinator
Kathleen A. Much

Board of Directors
Jack Bailey
Diane Lilko
Stephen Rybka
Claudio Zanin
Richard Jorz

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