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Maryland-National Capital

Homecare Association

Manning the Crow's Nest

  • Wednesday, June 26, 2024
  • 12:00 PM - 1:00 PM
  • Zoom

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Using Relevant Metrics and KPI's to Drive Achievement of Agency Objectives

Achieving agency success, or even just survival, is more complex than ever. The main goals - providing excellent client care, achieving growth, and optimizing financial results, are inescapably intertwined. However, it is inordinately inefficient to review and react to reams of data to determine which areas require attention to accomplish agency objectives. This presentation discusses how to identify relevant metrics and KPI's (Key Performance Indicators), based on agency objectives and environment, that can be used to impact behaviors needed to achieve those goals.

Learning Objectives:

  • Identify relevant metrics and KPI's which will optimize home care agency achievement of objectives from a financial and operational perspective.
  • Ascertain the overlapping impacts of metrics from different areas of the organizational process.
  • Determine how to compile these metrics based on agency management system reports.

Presenter

Phil Feldman, National Director of Revenue Cycle Management

Sandata Technologies, LLC

Phil is a CPA with over twenty years of experience with progressively increasing responsibility in operational and financial management for national home healthcare agencies. Phil is presently National Director of Revenue Cycle Management at Sandata Technologies, LLC, where his role is to provide thought leadership, education, and support to Sandata and the Home Care and I/DD industries in the area of Revenue Cycle Management, and to educate the provider community about the Sandata RCM business unit that provides end-to-end revenue cycle management services to home care and I/DD agencies to improve their revenue and cash flow. Phil has served on the Executive Board of the Home Care and Hospice Association of New Jersey, as well as Chair of the Medicaid Work Group, and on the Finance and Government Affairs Committees, as well as Committee service in the PA and NC Home Care Associations.

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Target Audience: Personal Home Care, Home Health

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