Innovative Financial Solutions for Home Health  (813) 843 – 3733  info(at)ifsforhomehealth.com

Innovative Financial Solutions for Home Health | (813) 843 – 3733 |  info@info(at)ifsforhomehealth.com

Case-Mix Planner™
Home health leadership education and collaborative training

Resources & Education

Education, Training & Speaking (Keynotes)

Because better-informed people make better-informed decisions.

Discuss an education needExplore topics

Education as performance improvement

Understanding changes how people act.

Education is most valuable when it helps people connect information to their responsibilities, decisions, and the broader performance of the organization.

IFS4hh education translates complex financial, operational, reimbursement, and regulatory subjects into practical understanding for leaders, clinicians, finance teams, operations professionals, boards, and industry stakeholders.

Explain

Make complex information accessible

→

Connect

Show how perspectives influence one another

→

Apply

Use learning in real decisions

Clinical and financial teams learning together

Building internal capability

Education should remain useful after the session ends.

The objective is not only to transfer information. It is to help participants understand relationships, ask stronger questions, interpret future information, and make decisions with greater confidence.

External expertise is most valuable when it strengthens the capability already inside the organization.

Education and training topics

Explore IFS4hh’s current education and training topics.

Use this catalogue as a starting point. Topics can be combined and shaped around the audience, setting, and decisions at hand.

01–15Finance, reimbursement & performanceCost accounting, PPS, profitability, and revenue-cycle topics
  1. Cash vs Accrual, Part I — The Basics
  2. Cash vs Accrual, Part II — Converting back and forth
  3. PPS Reimbursement
  4. Revenue Recognition - what methodology
  5. Contractual Adjustments
  6. the Financial Statements
  7. Home Health Specific CoA
  8. Timeliness of Submitting Claims
  9. Pay-for-Performance (P-4-P) - Overview
  10. P-4-P: Identifying and Understanding Profitability by: Payor Categories
  11. P-4-P: Identifying and Understanding Profitability by: Specific Payors
  12. P-4-P: Identifying and Understanding Profitability by: Referral Source
  13. P-4-P: Identifying and Understanding Profitability by: Clinical Team and/or Staff
  14. P-4-P: Identifying and Understanding Profitability by: Service Location
  15. Management of Accounts Receivable (aka Cash-Flow Mgmt) (aka Revenue Cycle Mgmt)
16–31Structure, costs & planningOrganization, allowable costs, budgeting, forecasting, and the Case-Mix Planner™
  1. Corporate Structure, Pt I - Tax/External Implications
  2. Corporate Structure Pt II - Internal Organization, Hierarchy and Related Parties, etc
  3. Related Parties (and Costs)
  4. Financial-Operational Analysis (aka: FOA Reviews) - Part I
  5. Financial Analysis-Operational Analysis (aka: FOA Reviews) - Part II
  6. Direct Costs
  7. Allowable and non-Allowable Costs
  8. Allowable and non-Allowable Activities
  9. The difference between non-allowable costs and non-allowable activities
  10. Cost per Visit by Discipline
  11. Mileage-Travel Expense
  12. Company Budgeting in General
  13. Budgeting Under PPS
  14. Budget-to-Actual Reviews
  15. Forecasting
  16. The Case-Mix Planner™
32–42Cost reporting, episodes & modelingPS&R, Medicare Cost Report worksheets, patient episodes, outliers, and modeling
  1. Obtaining your PS&R for the Cost Report
  2. The Cost Report - The WS A series
  3. The Cost Report - The WS B series
  4. The Cost Report - The WS C series
  5. The Cost Report - The WS D series
  6. The Cost Report - The WS F series
  7. The Cost Report - The WS S series
  8. Analysis of Patient Episodes
  9. Outliers
  10. Modeling for Managed Care
  11. Modeling for Bonuses
43–52Marketing, advisory & benchmarkingAllowable marketing, audit and transaction support, benchmarking, and referral analysis
  1. Marketing Overview
    • Allowable Activities w/Allowable Costs
    • Allowable Activities w/non-Allowable Costs
    • Non-Allowable Activities & non-Allowable Costs
  2. Audit Assistance
  3. Litigation Support
  4. Valuation Support
  5. Due Diligence Support – Modeling
  6. Benchmarking
    • Internal vs External
    • Avg Revenue per Patient Encounter/Payment Period
    • Avg Case-Mix per Patient Encounter/Payment Period
    • Wages to FTEs
    • FTE Utilization to Business Volume
    • Unduplicated Census and Patient Encounter/Payment Period
    • Visits per Patient Encounter/Payment Period
    • On avg by type
    • Per each episode
    • Profit/Loss by Episode Type
    • Visit Utilization
  7. Requesting Medicare Cost Reports via the FOIA
  8. Billing Software Options
  9. MACs/RACs/ZPICS, etc
  10. Referral Source Utilization and Review
53–63Case-Mix, policy & financial managementCase-Mix management, reimbursement policy, financial statements, and accounts payable
  1. Case-Mix Management
  2. Square Footage Allocations
  3. Capital Assets and Depreciation Schedules
  4. Profitability vs Medicare Margins (MedPAC)
  5. PPS Reimbursement Methodology
  6. The Federal Register and the Rule-Making Process
  7. Understanding Your Financial Statements
  8. Managing Accounts Payable
    • Days of Payables Outstanding
    • As a % of Patient Services Revenue
    • APQC found that uncollectable balances represent 0.51% of revenue or less for top performers,
    • while bottom performers see uncollectable balances of 0.88% of revenue or more.
    • 70% was the median
    • These percentages seem small at face value but add up quickly, especially for larger companies.
  9. CMS’s Care Compare Rating System
  10. The Home Health Value-Based Performance Model (HH VBPM)
  11. The Rule-Making Process
64–71Utilization, payment change & industry fundamentalsAgency-level analysis, transactions, outliers, business fundamentals, and Hospice CAP
  1. Hidden Utilization Costs
  2. HH PPS Payment Change Analysis – agency level analysis
  3. Mergers and Acquisitions
  4. Outliers – From funding to Outlier payments received
  5. The Outlier Cost Calculation – Imputed Costs (not agency-actual costs)
  6. Business Fundamentals germane to Home Health
  7. Financial Fundamentals germane to Home Health
  8. Hospice CAP – Tracking and Performance

Etc…Additional sessions can be developed around your organization’s audience and education needs.

The most effective programs begin with what participants need to understand and how that understanding can translate into better decisions.

Speaking engagements

Insight for conferences, associations, boards, and leadership teams.

John Reisinger speaks from the combined perspective of a Medicare auditor, provider executive, consultant, CPA, educator, methodology developer, and industry advocate.

Presentations can address a current regulatory or reimbursement issue, a persistent operational challenge, or a broader framework for better decision-making.

Conference and association presentationsExecutive and board briefingsWebinars and virtual educationCustomized organizational workshopsFacilitated leadership discussions

A culture of understanding

Better questions travel through the organization.

When people understand how their work connects to clinical outcomes, operations, reimbursement, and financial performance, education becomes part of organizational culture—not a one-time event.

Shared language

Teams understand the same concepts.

Shared context

Decisions reflect multiple perspectives.

Shared learning

Capability grows over time.

Make the learning relevant

Build a session around the decisions your audience faces.

Share the audience, setting, and subject; IFS4hh can help shape the right format and focus.

Discuss an education needCall (813) 843-3733