Pre-Conference Workshops

Wednesday, May 30 | 1:00 pm to 5:00 pm


Pivot Tables and Data Analytics Using Microsoft Excel

Microsoft Excel’s Pivot Tables feature a fast and powerful way to analyze and consolidate large amounts of data and quickly extract critical knowledge. In this workshop, you’ll learn how to use Pivot Tables in a medical practice setting to better track collections, analyze reimbursement, collect accounts receivable, and much more. You’ll also learn a variety of techniques to manipulate data, investigate trends, and drill down to the underlying detail. Data analytics using Pivot Tables means you’ll spend less time gathering your data and more time acting on it.

Workshop attendees will learn how to create a pivot table using sample medical practice data; filter, sort, group, and pivot to analyze data; and discover multiple application for pivot tables in a medical practice.

This workshop will be a hands-on demonstration of Pivot Tables using Excel 2010.

NOTE: Participants are required to bring laptops with the full edition of Excel 2007 or 2010 (Starter Edition for 2010 will not work) to follow along with sample practice data used during the presentation. No prior knowledge of Pivot Tables is required, but the class will assume an intermediate level of Excel experience.

Nate Moore, CPA, MBA, CMPE speaks, consults, records, and writes about Microsoft Excel and data mining in medical practice throughout the country. His presentations consistently receive top marks as powerful, entertaining tools that can be used in the clinic immediately. Nate’s consulting focuses on mining and leveraging medical practice data into actionable knowledge.

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Using Financial Statements and The Budget Process to Improve Your Practice’s Bottom Line

Managing a medical practice requires a basic understanding of a variety of topics, with financial management key among those areas. This session focuses on using financial statements and the budget process to improve your practice’s bottom line. We begin by discussing the basic financial statement. Next, participants will learn how to analyze and interpret medical practice financial reports using financial indicators, comparisons, and benchmarking. The focus will then shift to the nuts and bolts of budgeting and why the budget process can be your practice’s most effective tool for planning and improving profitability. You will walk away with tips on working with the practice’s banker and outside accountant, as well as how to present financial information in a clear, concise way to physicians and other practice leaders.

Lee Ann Webster, MA, CPA, FACMPE, has extensive experience with medical practices both as a practice administrator and as an independent accountant. Since 1997 she has served as Practice Administrator for Pathology Associates of Alabama, P.C. in Birmingham. She previously worked in national and local CPA firms, where she performed accounting, auditing and tax services for clients in a variety of industries, including a significant amount of work for physicians and physician practices.

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Measuring and Monitoring Your Practice Performance

In your practice management system sits a wealth of information waiting for you to tap into. This hands-on workshop will provide you with tools and strategies for assessing how your practice, your providers, and your contracted payers are performing. Benchmarking both with internal and external data will allow you to highlight areas of high performance and uncover areas of deficiency. Highlights and objectives of this workshop include:

  • Identify both practice level and provider level key metrics that should be monitored
  • Provide definitions and formulas for commonly used metrics
  • Define strategies to gather data from your practice management system
  • Workshop exercises containing sample reports and analyses

NOTE: Participants are required to bring a laptop with Microsoft Excel 2007 or higher. To maximize the learning experience, preregistered participants will be provided a list of data to gather and bring to the session. Sample data will also be available.

Cass Schaedig is the founder and president of Trellis Healthcare. With over two decades in the healthcare industry, Schaedig has a unique ability to mine, synthesize and distill healthcare data so that it reveals to medical practices the hidden story of how their businesses are really functioning. She assists groups in refining their operations to ensure peak efficiency and profitability.

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ACMPE Overview

The American College of Medical Practice Executives (ACMPE) is the standard-setting and certification body of MGMA. Earning board certification and Fellowship through ACMPE is one of the best professional decisions you can make as a group practice administrator. The Certified Medical Practice Executive (CMPE) credential validates and verifies your expertise and experience in medical practice management and reflects the knowledge and skills necessary for success. This workshop provides an in-depth understanding of the ACMPE board certification requirements, process, study methods, and preparation for the examination. This overview will cover sample questions from the objective and essay exams along with study techniques and tips for the certification exam. Fellow status (FACMPE) is the highest level of distinction you can earn in the medical practice management profession. The professional papers portion of this presentation will include instruction and handouts on how to complete your professional paper or case studies for your Fellowship. You will leave the course with a topic in mind.

WORKSHOP LEADERS: Jeff Baird MBA, CMPE; Elaine J. Beeble FACMPE; Marilyn Happold-Latham MBA, FACMPE; Kerry McMullin FACMPE

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