Choose Your Program

October 10 Pre-conference
Enrollment Rules for Facilities
Provider-based regulations and CMS-855A
Form for Facilities


October 11-12 Main Conference
Medicare Provider Enrollment Workshop
CMS-855B, 855R, 855S, 855I
Forms for Physicians, NPPs, DME Suppliers, Reassignment


Register for BOTH & SAVE!



I found Dennis is a fantastic speaker who makes all of this complicated information understandable and (dare I say it) interesting. The sections on how to fill out 855B, 855I, and the 855R to most helpful.

Judy Wherry, Research Analyst II – Behavioral Sciences, LA County Department of Mental Health

Dennis took his time to address questions as clearly as possible ensuring that all were answered and understood. Giving scenarios was very helpful. Enjoyed his humor.”
Joanne Delerme, Mount Sinai School of Medicine

Very informative. This conference is a must for credentialing personal as well as billing managers.

Donna Hankins, compliance & privacy credentialing manager, Birmingham Radiological Group

I’ve heard Dennis speak numerous times. He is consistently wonderful and informative.

Julie Novak, director of operations, KLO

Dennis was hilarious.  It made the conference more interesting and got everyone involved.  He did an excellent job answering our many questions.

Karen Cox, Credentialing Specialist, Medquest

Excellent seminar! Dennis takes all the time necessary to get all questions answered, [and gave] reference material and website locations for regulations.

Debbie E. Brewer, Director of Provider Enrollment, Community Health Systems

I would be lost without Dennis’ excellent explanations. He has made me realize we can handle this. Dennis is one of the best speakers I have ever heard. I cannot express enough how educational and informative the conference was… one of the best I have been to in many years.
Joanne Reilly, Manager, Centre for Health Care

Dennis is always a pleasure and very informative!

Mary Bandeen, Provider Enrollment Coordinator, NES Healthcare Group

Enrollment Rules for Facilities
Pre-conference Session
Wednesday, October 10, 2007

This pre-conference seminar is designed especially for those responsible for completing the CMS 855A for hospitals, SNFs, home health agencies, rural health clinics, federal qualified health clinics and hospices.

7:30 am – 8:00 am — Registration and Continental Breakfast

8:00 am – 9:45 am — Untangle provider-based regulations for hospitals & rural health clinics
All hospitals (and other facilities that are integral yet subordinate parts of a hospital) that participate in Medicare should be sure they are in compliance with the provider-based rules to avoid payment and potential fraud and abuse problems. Dennis Grindle, CPA, partner, Seim, Johnson, Sestak & Quist, clears up confusing provider-based terminology so you understand the government’s requirements. You’ll discover how Medicare regards on-campus and off-campus locations differently… practical timing issues and other considerations before making a location provider-based… when to attest to CMS… what facilities are not subject to these regulations… and more. Dennis will also show you how provider-based locations affect how you complete the CMS 855A forms.

9:45 am – 10:00 am — Refreshment Break

10:00 am – 11:15 am — Provider-based regulations, continued
There’s so much you need to know that we couldn’t fit it all into one session! The second part of this session will wrap up the provider-based regulations.

11:15 am – 11:30 am — Question & Answer Session

11:30 am – 12:30 pm
— Lunch (provided)

12:30 pm – 1:30 pm — Stay ahead of the curve: What enrollment regulation changes mean for you
A proposed new appeals process for enrollment decisions would allow FIs/MACs/carriers to revoke your billing privileges in some extreme circumstances. Dennis will run down how the expected changes will likely affect you and explain how the appeals process could actually help you. Dennis will also brief you on other significant changes regarding which NPI to use, electronic submission of forms and more.

1:30 pm – 1:45 pm — Question & Answer Session

1:45 pm – 2:00 pm
— Refreshment Break

2:00 pm – 3:00 pm — How to complete the CMS-855A for hospitals and other institutional providers (sections 1-4)
You can’t miss this session if you are responsible for filling out the CMS-855A! And it’s not just hospitals that need to complete this form – home health agencies, hospices and other providers need to know this information, too. Dennis takes you through each section of the form, step-by-step, so you’ll know exactly how to fill it in completely, accurately and efficiently. Find out when you need to file more than one 855A and what to do if your hospital has recently changed hands or gone through an acquisition/merger.

3:00 pm – 3:15 pm — Question & Answer Session

3:15 pm – 3:30 pm — Refreshment Break

3:30 pm – 4:00 pm — How to complete the CMS-855A for hospitals and other institutional providers (sections 5-6)
Get a firsthand look at exactly how you should fill out these sections about ownership interest and managing control information. Plus, special instructions for Non-Profit, Charitable or Religious Organizations. This session will help you to avoid enrollment delays!

4:00 pm – 4:15 pm — Question & Answer Session

4:15 pm – 4:45 pm — How to complete the CMS-855A for hospitals and other institutional providers (sections 8-17)
Wrapping things up for the day, this last session will make sure any providers who have special requirements get everything under control. Dennis will help you distinguish between an authorized and a delegated official and properly fill in the contact person’s information.

4:45 pm – 5:00 pm — Question & Answer Session

5:00 pm — Pre-conference Session Adjourns
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Main Conference
Medicare Provider Enrollment Workshop
Thursday, October 11, 2007

7:00 am – 8:00 am — Registration and Continental Breakfast

8:00 am – 9:30 am — Hidden compliance risks within the Medicare billing privilege process
You’ve got to think about how your enrollment application information will affect how your practice, clinic or hospital bills for services. The two processes are more intertwined than you might expect. Dennis Grindle, CPA, partner, Seim, Johnson Sestak & Quist, will explain exactly how the two are related and alert you to surprising fraud and abuse vulnerabilities in the enrollment process. Know the risks, so you can minimize your exposure to them.

9:30 am – 10:00 am — Question and Answer Session

10:00 am – 10:15 am — Refreshment Break

10:15 am – 11:15 am — An inside look at evolving enrollment rules
Dennis will review the enrollment regulations and Medicare’s proposed new appeals process for enrollment decisions, which allows carriers to revoke your billing privileges under certain extreme circumstances. Dennis will tell you how to avoid this scary scenario, how the appeals process could help you and how it’s expected to work. Dennis will also brief you on other significant changes you need to know: when to use the physician, parent organization or a subpart’s NPIs and if you can complete the forms electronically.

11:15 am – Noon — Question and Answer Session

Noon – 1:00 pm — Lunch provided

1:00 pm – 2:45 pm — How to complete the CMS-855B for Clinics/Group Practices/Other supplier types
Get important, how-to instructions not only on completing the CMS-855B form, but also on how to be sure that you’re correctly submitting all necessary supporting documentation – such as professional and business licenses, NPI notification letters and Electronic Funds Transfer (EFT) Agreements. This
year, watch out for new requirements created by the NPI.

2:45 pm – 3:00 pm — Question and Answer Session

3:00 pm – 3:15 pm — Refreshment Break

3:15 pm – 4:00 pm — How to complete the CMS-855B for Clinics/Group Practices/Other supplier types, continued
Don’t miss part 2, when Dennis explains whether you need a separate form for each location, who is required to sign the forms and how the supporting documentation must correlate with the information on the 855. He also tells you how to disclose information about hospital outpatient departments, including clinics and emergency rooms, on the CMS-855B.

4:00 pm – 4:15 pm — Question and Answer Session

4:15 pm – 5:00 pm — How to complete the CMS-855S for DME Suppliers
Big changes are in store for DME suppliers now that competitive bidding has been introduced. Although physicians aren’t required to competitively bid if they offer certain supplies in their offices, other rules have changed – and may affect your enrollment. In this session, Dennis will tell you which sections should be completed and why and help you verify that you have all the information you need.
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Friday, October 12, 2007

8:00 am – 9:00 am — How to complete the CMS-855I for Physicians and Non-Physician Practitioners (NPPs)
Here you’ll learn how to complete each required section of the CMS-855I for physicians, including teaching physicians and residents who moonlight. You’ll find out if you need to use the Medicare Identification Number and the NPI and if the 855I should be completed again in the case of a location change. Finally, you’ll come to understand how to complete the CMS-855I for physician assistants and for physical therapists and other NPPs who have reassigned their billing privileges.

9:00 am – 9:15 am — Question and Answer Session

9:15 am – 9:45 am — How to complete the CMS-855R for reassignment of Medicare benefits
Before you submit this form, make sure you understand which practitioners are required to complete this form and if you are in compliance with Medicare reassignment rules and regulations. Dennis won’t let you leave until you know which sections must be submitted to your carrier and which other forms must go with the CMS-855R.

9:45 am – 10:00 am — Refreshment Break

10:00 am – 10:30 am — How to comply with the mandatory revalidation requirements
Revalidation – the mandatory process that requires you to verify all enrollment data – is in full swing in some states and is rapidly expanding. Are you ready? It’s a demanding process that must be completed 60 days from when your carrier first contacts you, and if it’s not completed in that time, you could see your billing privileges revoked. Revalidation can also cause serious delays in your revenue cycle if anything is held up in the process. Dennis will present you with a simple checklist to help you through revalidation and avoid the hassles.

10:30 am – 11:00 am — Case studies
Put your new knowledge to the test! Dennis presents you with several common scenarios and helps you find potential errors and trouble spots, so you can avoid them when completing your enrollment applications.

11:00 am — Adjourn
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