Atlanta, GA

June 17–18, 2016

JW Marriott Buckhead
3300 Lenox Road, NE
Atlanta, GA 30326

Book Housing

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Preliminary Program

(Current as of 4-15-16. Subject to change)

Friday, June 17
10 a.m. – 5 p.m. Registration
Noon – 5 p.m. BSM Leadership Workshop & Lunch (separate fee applies)
  • Creating a Company Culture - "The BSM Way"
  • The BSM Way: The Art of Giving Feedback
  • Team Building Exercise
  • Personalities – Who Are You and How Do You Interact with Others?
  • Leadership: What is It? Can You Learn It? How Big is Your Wake?
6 – 8 p.m. Networking Reception for All Meeting Attendees


Saturday, June 18
7 – 7:30 a.m. Registration & Continental Breakfast  
7:30 – 9 a.m. 2016 Legislative & Regulatory Update Nancey McCann
Director of Government Relations
9 – 10 a.m. Reimbursement Update for 2016 Paul M. Larson, MBA, MMSC, COMT, COE, CPC, CPMA Senior Consultant Corcoran Consulting Group
10 – 10:15 a.m. BREAK  
10:15 – 11:15 a.m. Promoting from Within: The Kiss of Death or the Ultimate Honor?! Dianna Graves, BS Ed, COMT
Clinical Services Manager
St. Paul Eye Clinic, P.A.
11:15 a.m. – Noon Patient Activation: Motivating Patients to Take an Active Role in Their Eye Health – Part I Josh Smith
Key Account Manager
Alcon Customer Management
Noon – 12:30 p.m. Networking Lunch  
12:30 – 1:15 p.m. Patient Activation: Motivating Patients to Take an Active Role in Their Eye Health – Part II Josh Smith
Key Account Manager
Alcon Customer Management
1:15 – 1:30 p.m. BREAK  
1:30 – 2:30 p.m. Benchmarking for Greatness Maureen Waddle
Dixon Davis, MBA, MHSA
BSM Consulting Group
2:30 – 3:30 p.m. Audits and Appeals: Crucial Concepts Paul M. Larson, MBA, MMSC, COMT, COE, CPC, CPMA Senior Consultant Corcoran Consulting Group
3:30 – 4 p.m. Wrap-up/Q & A  

Course Descriptions

Friday Workshop
This leadership course provides both the “soft skills” of leadership and practical tools to enable attendees to return to their practices with the resources to make a difference.  Participants will participate in team building exercises, learn communication techniques to help them handle the tough conversations, learn the key ingredients to feedback that makes a difference, and engage with other participants to hear success stories and challenges.  Leadership skills are critical for personal growth and the success of your organization.  Learn how others who were not “born leaders” have been successful through learned skills, understanding personalities, and creating behavioral habits that encourage people to follow.

2016 Legislative & Regulatory Update
An update on the latest activities in the legislative and regulatory arenas, including an overview of the new Merit-Based Incentive Payment System (MIPS) program.

Reimbursement Update for 2016
New CPT codes, new Medicare policies, changes in utilization patterns, and other noteworthy changes to reimbursement are discussed.

Promoting from Within: The Kiss of Death or the Ultimate Honor?!
Managers & administrators will tell you that it is crucial to be able to successfully promote members of their staff from within into a more leadership working relationship with the staff (peers, all staff and the Doctors). This includes: having open lines of communication with all, as well as a strong understanding of the intricacies of their practice.  Sounds great?! Now – make it happen ! What happens when the future manager/lead can’t separate “friends” versus “friendly”, they can’t/won’t discipline staff they used to work side by side with, and worst of all, they are leading, but no one is following? We will discuss a number of areas to be on the alert for—and what to do when they occur.

Patient Activation – Motivating Patients to Take an Active Role in Their Eye Health
Eye care providers can act as motivators to help their patients become true partners in eye care, but how? This interactive program will help you:

  • Understand what patient activation is and why it’s relevant to improving patient outcomes
  • Gain insight into patient activation techniques that can be integrated into daily clinical practice
  • Learn strategies that can be used to overcome common barriers to patient activation

Benchmarking for Greatness
How do top-tier practices differ from average practices in their financial and patient flow results? This course explores the “secret sauce” that helps top practices achieve exceptional results and what your practice can do to improve your outcomes.

Audits and Appeals: Crucial Concepts
Audits identify potential problems with chart documentation, coding, billing, and compliance. They can lead to significant economic and legal difficulties.  Making an effective rebuttal to criticism resulting from a postpayment payer audit is essential for ophthalmologists and optometrists. At the same time, a properly functioning compliance plan, with periodic internal chart audits, can improve reimbursement, reduce delays in payment and increase efficiency.

Speaker Bios

Dixon Davis, MBA, MHSA
Dixon Davis is a senior consultant with BSM Consulting and is based outside of Salt Lake City, UT. Mr. Davis consults with organizations throughout the United States in strategy, business development, operational efficiency, compensation structures, finance, and compliance. Prior to joining BSM Consulting, Mr. Davis worked for more than 17 years with independent and hospital-owned physician groups, IPAs, and a privately held company focused on health care education and product development. During that time, he held several positions including vice president, CFO, administrator, and director of development and operations. Mr. Davis is the author of a practice management training curriculum and has taught the course to hundreds of managers around the country. He regularly presents at national and regional association meetings, and writes articles for several publications.
Dianna Graves, BS Ed, COMT
Dianna Graves is a Certified Ophthalmic Medical Technologist and has been the Clinical Services Manager at St Paul Eye Clinic, P.A. in Woodbury, MN. for the past 11 years with a technical staff of 50+ assistants and technicians. Prior to St Paul Eye, Dianna was the Clinical Manager at Regions Hospital, a busy Level I Trauma/Burn/Children’s Center in St Paul (10 years), Clinical Director at the VA Eye Clinic in Minneapolis (5 years), and also served for 10 years as a COMT at St Paul Ramsey Trauma Hospital. She is a graduate of the School Of Ophthalmic Medical Technology and has been certified as a COMT since 1983. Dianna has been a member of the teaching faculty for the School for over (30) years. Dianna is also an Independent Continuing Education Consultant.
Nancey McCann
Nancey is the Director of Government Relations for ASCRS-ASOA and has served in this role for over 20 years. She and her team of Ashley McGlone and Allison Dickert Madson keep us all informed about what is going on in the political arena and lobby both with Congress and the Administration, including regulatory agencies, on our behalf. Nancey will give a legislative and regulatory update.
Paul M. Larson, MBA, MMSc, COMT, COE, CPC, CPMA
Paul is a Senior Consultant with Corcoran Consulting Group. He began his career in ophthalmology in 1976 while in the United States Navy and received his credential as a Certified Ophthalmic Medical Technologist (COMT) through the Joint Commission of Allied Health Professionals in Ophthalmology (JCAHPO) in 1984. He has held program director and faculty positions at both COT- and COMT-based training programs, educating ophthalmic technology students and ophthalmology residents, and most recently served as Senior Clinical Operations Manager at a large academic practice. He has had an active role in Clinical trials. In 2003 he received his Certified Ophthalmic Executive (COE) certification, and additionally received his Master of Business Administration with specialization in Healthcare Management from Regis University in 2005. He also received his Certified Professional Coder (CPC) certification in 2010 and his Certified Professional Medical Auditor (CPMA) certification in 2012. He served as President, Association of Technical Personnel in Ophthalmology (ATPO) on two separate occasions; in 1991 he was honored by being named a Fellow of the organization. He served as the President of the Consortium of Ophthalmic Training Programs from 2006-2007, and also served on the American Society of Ophthalmic Administrators’ (ASOA) Board of Governors as a Member-at-large from 2009-2010. In September 2010, Paul joined Corcoran Consulting Group. Paul brings a variety of clinical and administrative experience. He maintains his certification as a COMT and continues to enjoy the clinical aspects of ophthalmology. He remains active in ATPO and ASOA and teaches various workshops at the annual meetings. He has presented nationally and regionally on both clinical and administrative topics, and has authored or co-authored many clinical and administrative articles.
Josh Smith
Josh is the Director of Strategic Accounts for Alcon Laboratories.  In his role with Alcon, he serves as a collaborative partner with large national accounts, providing patient-focused solutions in an effort to enhance patient engagement, experience and overall outcomes.  Josh has a keen interest in the evolution of Eye Care in a changing healthcare landscape.  He has over 15 years of industry experience with Alcon, holding positions of increased responsibility and is passionate about partnering with providers to benefit patients.  Josh can be reached at
Maureen Waddle
Maureen Waddle joined BSM Consulting in 2008 with more than 20 years of experience in the eye care industry. Though she works with a variety of specialty practices, most of her work is with ophthalmic practices and ambulatory surgery centers. Her expertise includes leadership recruitment and development, strategic planning and implementation, new business-line analysis and development, customer service, staff training, referral network development, managing the business of elective surgery, internal and external marketing plans, financial assessment and benchmarking, and operational efficiency. Prior to joining BSM, Ms. Waddle served as a vice president for TLCVision, where she provided strategic leadership and operational oversight for the western region’s refractive laser centers and mobile laser clients. She has filled a variety of roles during her years with ophthalmic and hearing centers, including director of operations, practice administrator, marketing director, manager of a specialty IPA, health care consultant, and national director of managed care for a practice management company.