BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20270112T100000 DTEND;TZID=America/New_York:20270112T130000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Clinical Manager Bootcamp DESCRIPTION:Clinical Manager Bootcamp OutlinePresented by Christina Crumbley & Cara Tomlinson\, Tidal Healthcare ConsultingNovember 10 and 17\, 2026 / 10:00 am - 1:00 pmClinical managers are the backbone of home health agencies. Achieving strong clinical outcomes\, high patient satisfaction\, financial stability\, a skilled workforce\, and regulatory compliance can feel like a distant goal but with the right tools and leadership approach\, it is attainable. This course provides practical strategies\, management frameworks\, and operational tools designed to help both new and experienced clinical managers succeed. Participants will gain actionable guidance to strengthen team leadership\, improve oversight\, and fuel the systems needed to support sustainable agency performance.Day 1 Clinical Management\, Patient Care & PerformanceDay 1 focus: Managing the patient episode from referral through outcomes while connecting clinical decisions to compliance\, reimbursement\, quality\, and patient experience. The Clinical Manager Role Regulatory responsibilities and oversight Quality\, financial\, staffing\, compliance\, and leadership responsibilities Admission Management Episode lifecycle and referral review Face-to-face requirements and focus of care SOC conference and documentation review Care Planning & Documentation Individualized plan-of-care requirements Patient-specific goals and interventions G574/G572 citation risks Discharge planning Care Coordination Supplemental and verbal orders Significant changes in condition ROC vs. new SOC Recertification versus discharge Documentation Documentation integrity and timeliness Managing outstanding notes Documentation QA and review processes Appropriate use of templates and AI Financial Management & PDGM Clinical management of utilization LUPA risk\, therapy utilization\, case mix\, and financial performance Home Health Value-Based Purchasing (HHVBP)Measures\, scoring\, reports\, and payment impact Discharge Function\, hospitalization prevention\, and improvement strategies HHCAHPS Patient experience and communication Scheduling and continuity Patient/caregiver education Improving survey performance \n\nDay 2 Quality\, Operations\, Compliance & LeadershipDay 2 focus: Moving from managing individual episodes to managing the systems\, people\, compliance\, quality\, and leadership responsibilities that drive agency success Quality Assurance / QAPI QAPI requirements and data sources Audits\, performance improvement projects\, and tracking outcomes Integrating HHVBP\, OASIS\, clinical outcomes\, and QAPI Operational Strategy & Process Management Developing consistent operational processes Workflow design\, accountability\, monitoring\, and process improvement Review Choice Demonstration (RCD) Documentation and order requirements Preparing records for submission Avoiding common RCD problems and denials Survey Readiness Ongoing compliance preparation Clinical record review and focused audits Preparing staff and the agency for survey activity Hiring\, Onboarding & Recruiting Clinical Staff Identifying staffing needs Recruiting and interviewing Orientation\, competency\, and onboarding expectations Staff Management & Retention Staff development and accountability Coaching\, feedback\, performance management\, recognition\, and retention Career development and leadership succession Regulatory Updates & Advocacy Staying current with regulatory requirements Translating regulatory change into agency practice Agency Leadership Connecting clinical\, financial\, quality\, staffing\, and operational performance Developing future leaders Establishing the clinical manager's ongoing priorities and action plan X-ALT-DESC;FMTTYPE=text/html:

Clinical Manager Bootcamp Outline

Presented by Christina Crumbley &\; Cara Tomlinson\, Tidal Healthcare Consulting

November 10 and 17\, 2026 / 10:00 am - 1:00 pm

Clinical managers are the backbone of home health agencies. Achieving strong clinical outcomes\, high patient satisfaction\, financial stability\, a skilled workforce\, and regulatory compliance can feel like a distant goal &mdash\; but with the right tools and leadership approach\, it is attainable. \;

This course provides practical strategies\, management frameworks\, and operational tools designed to help both new and experienced clinical managers succeed. Participants will gain actionable guidance to strengthen team leadership\, improve oversight\, and fuel the systems needed to support sustainable agency performance.

Day 1 &mdash\; Clinical Management\, Patient Care &\; Performance

Day 1 focus: Managing the patient episode from referral through outcomes&mdash\;while connecting clinical decisions to compliance\, reimbursement\, quality\, and patient experience.

&bull\; \;  \; \;The Clinical Manager Role \;

  • Regulatory responsibilities and oversight \;
  • Quality\, financial\, staffing\, compliance\, and leadership responsibilities \;

&bull\; \;  \; \;Admission Management \;

  • Episode lifecycle and referral review \;
  • Face-to-face requirements and focus of care \;
  • SOC conference and documentation review \;

&bull\; \;  \; \;Care Planning &\; Documentation \;

  • Individualized plan-of-care requirements \;
  • Patient-specific goals and interventions \;
  • G574/G572 citation risks \;
  • Discharge planning

&bull\; \;  \; \;Care Coordination \;

  • Supplemental and verbal orders \;
  • Significant changes in condition \;
  • ROC vs. new SOC \;
  • Recertification versus discharge

&bull\; \;  \; \;Documentation \;

  • Documentation integrity and timeliness \;
  • Managing outstanding notes \;
  • Documentation QA and review processes \;
  • Appropriate use of templates and AI

&bull\; \;  \; \;Financial Management &\; PDGM \;

  • Clinical management of utilization \;
  • LUPA risk\, therapy utilization\, case mix\, and financial performance \;

&bull\; \;  \; \;Home Health Value-Based Purchasing (HHVBP)

  • Measures\, scoring\, reports\, and payment impact \;
  • Discharge Function\, hospitalization prevention\, and improvement strategies \;

&bull\; \;  \; \;HHCAHPS \;

  • Patient experience and communication \;
  • Scheduling and continuity \;
  • Patient/caregiver education \;
  • Improving survey performance \;



Day 2 &mdash\; Quality\, Operations\, Compliance &\; Leadership

Day 2 focus: Moving from managing individual episodes to managing the systems\, people\, compliance\, quality\, and leadership responsibilities that drive agency success

&bull\; \;  \; \;Quality Assurance / QAPI \;

  • QAPI requirements and data sources \;
  • Audits\, performance improvement projects\, and tracking outcomes \;
  • Integrating HHVBP\, OASIS\, clinical outcomes\, and QAPI \;

&bull\; \;  \; \;Operational Strategy &\; Process Management \;

  • Developing consistent operational processes \;
  • Workflow design\, accountability\, monitoring\, and process improvement \;

&bull\; \;  \; \;Review Choice Demonstration (RCD) \;

  • Documentation and order requirements \;
  • Preparing records for submission \;
  • Avoiding common RCD problems and denials \;

&bull\; \;  \; \;Survey Readiness \;

  • Ongoing compliance preparation \;
  • Clinical record review and focused audits \;
  • Preparing staff and the agency for survey activity \;

&bull\; \;  \; \;Hiring\, Onboarding &\; Recruiting Clinical Staff \;

  • Identifying staffing needs \;
  • Recruiting and interviewing \;
  • Orientation\, competency\, and onboarding expectations \;

&bull\; \;  \; \;Staff Management &\; Retention \;

  • Staff development and accountability \;
  • Coaching\, feedback\, performance management\, recognition\, and retention \;
  • Career development and leadership succession \;

&bull\; \;  \; \;Regulatory Updates &\; Advocacy \;

  • Staying current with regulatory requirements \;
  • Translating regulatory change into agency practice \;

&bull\; \;  \; \;Agency Leadership \;

  • Connecting clinical\, financial\, quality\, staffing\, and operational performance \;
  • Developing future leaders \;
  • Establishing the clinical manager&rsquo\;s ongoing priorities and action plan \;



LOCATION: UID:e.4257.1608286 SEQUENCE:3 DTSTAMP:20260816T234236Z URL:https://members.thinkhomecare.org/advocacy-calendar/Details/clinical-manager-bootcamp-1892375?sourceTypeId=Hub END:VEVENT END:VCALENDAR