2017 Credentialing Resource Center Symposium

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2017 Credentialing Resource Center Symposium

Product Code: CRC04062017

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Credentialing Resource Center Members save $100 off retail price of $995. Call 615-724-7213 to receive your exclusive discount!

The 2017 Credentialing Resource Center Symposium

April 6-7, 2017 | Austin, Texas

Bringing physician leaders and medical staff professionals together

The 2017 CRC Symposium delivers two days of engaging education and training taught by the industry’s top credentialing and medical staff experts. During the event, medical staff professionals, physician leaders, and quality directors will learn actionable strategies for building compliant vetting processes and cultivating high-caliber medical staffs.

With a dynamic learning structure, first-class faculty, and an unparalleled platform for networking with peers, the 2017 CRC Symposium is unlike any other industry event. Attendees will walk away with new insight into developing and maintaining credentialing, privileging, and competence assessment processes fit for the modern medical staff.

“In a volatile healthcare environment, excellent credentialing is more critical than ever. But best practices are changing, and liability for getting credentialing wrong is going through the roof. It has never been more important for MSPs and medical staff leaders to be at the top of their credentialing game,” says Todd Sagin, MD, JD, president and national medical director of Sagin Healthcare Consulting, LLC, in Laverock, Pennsylvania, and veteran CRC Symposium speaker.

The 2017 CRC Symposium is designed for physician leaders, medical staff committee members, chief medical officers, vice presidents of medical affairs, medical staff services directors, medical staff services managers, medical staff coordinators, medical staff professionals, credentialing professionals, quality directors, and quality managers.

Hot Topics:

  • Peer review indicators
  • Population health
  • Employed physicians
  • Delegated credentialing and provider enrollment
  • Ambulatory care credentialing and privileging
  • Health system credentialing and privileging
  • Telemedicine
  • OPPE and FPPE for advanced practice professionals

Who should attend?

  • Medical staff coordinators
  • Medical staff professionals
  • Medical staff services directors and managers
  • Credentialing professionals
  • Medical staff leaders and committee members
  • Quality directors and managers
  • Chief medical officers, vice presidents of medical affairs, and other physician leaders
  • Department chairs

Download the CRC Symposium brochure.

Download a justification letter explaining why you should attend!

Cancellation Policy
Please click here to view our cancellation policy.

Learning Objectives

At the conclusion of the 2017 CRC Symposium, you will be able to:

  • Identify common FPPE compliance lapses and develop strategies for addressing specific focused review situations
  • Create an OPPE process that accommodates difficult competence evaluation scenarios, renders audit-ready documentation, and promotes compliance with regulatory and accreditation standards
  • Analyze the similarities and differences in best-practice vetting for employed and contracted physicians
  • Adopt sound credentialing, privileging, and competence assessment strategies for emerging specialties, nonphysician practitioners, low-volume applicants, temporary and locum tenens privileges, telemedicine, and other tricky vetting scenarios
  • Custom-fit scopes of practice, OPPE, FPPE, and related medical staff processes for advanced practice professionals
  • Navigate the challenges and opportunities in recruiting, retaining, and fostering harmony among practitioners of all ages
  • Align the credentialing, delegation, and provider enrollment processes to maximize efficiency, uphold quality, and invigorate the revenue cycle
  • Learn strategies for effective collaboration with credentialing and competence assessment stakeholders across a wide range of disciplines and settings, such as quality, risk management, HR, HIM, IT, and provider enrollment
  • Avoid negligent credentialing lawsuits by identifying common triggers and developing solid policies
  • Develop full-bodied credentialing and privileging processes for healthcare entities beyond the traditional hospital, such as health systems, health plans, CVOs, and ambulatory centers


Day 1  |  Thursday, April 6, 2017

7:00 a.m. – 8:00 a.m.
Registration & Continental Breakfast

8:00 a.m. – 8:15 a.m.
Welcome and Introductions

8:15 a.m. – 9:00 a.m.
Keynote: Practitioner Credentialing and Onboarding in an Evolving Health System
As diversifying healthcare models, settings, and practitioners introduce ever-more complexity to credentialing, those on the receiving end often experience greater difficulty in navigating the process. Join Dr. Smith on a tour through a broken and exhausting onboarding and credentialing process at ABC Hospital, the facility where he’s just been hired, granted privileges, and appointed to the medical staff. In witnessing Dr. Smith’s growing frustration, attendees will learn the importance of user-friendly practitioner onboarding in an era of increasingly difficult physician recruitment and retention. This keynote will set the stage for the Symposium as expert faculty introduce key concepts in modern onboarding, credentialing, privileging, and peer review, each of which attendees will explore in more depth throughout the Symposium.

9:00 a.m. – 9:15 a.m.
Networking & Refreshment Break

9:15 a.m. – 10:30 a.m.
Track 1: Credentialing and Privileging
Credentialing Advancements in a New Delivery Era: Real Results in Alignment Between Credentialing, Provider Enrollment, and Delegation
In today’s integrated healthcareenvironment, credentialing hasevolved into a mega process with far-reaching implications, and the MSP’s job holds greater—and more expansive—significance than ever before. In this session, attendees will learn how MSPs can play an instrumental role in maximizing an organization’s financial position; how the efficiency of credentialing has a direct impact on revenue enhancement; and how effective alignment between credentialing, provider enrollment, and delegation can benefit the organization.

Track 2: Practitioner Performance and Peer Review
Addressing Issues Related to Employed Physicians
As physician employment picks up speed in hospitals across the country, medical staffs face new challenges and incentives in adapting traditional processes for a diversifying membership and leadership pool. In this session, attendees will learn to address conflicts of interest and turf battles created by physician employment, to execute effective peer review and corrective action for employed practitioners, and to foster coordination in medical staff office and HR vetting processes.

10:30 a.m. – 10:45 a.m.
Networking & Refreshment Break

10:45 a.m. – 12:00 p.m.
Making Peer Review Actionable
Shortcomings in peer review systems can undermine their primary purpose: improving patient care and safety. This session will provide strategies for identifying and conquering systemic limitations that threaten the translation of peer review findings into demonstrable care improvements. Our expert faculty will define roles and responsibilities for fostering performance improvement through the peer review process and discuss high-caliber peer review systems that benefit from collaboration and excellent design. Attendees will examine the elements of a sound peer review system, including case review, aggregate data collection, effective transmission of key information throughout the organization, and development of a successful performance improvement plan.

12:00 p.m. – 1:15 p.m.
Lunch (provided)

1:15 p.m. – 2:30 p.m.
Track 1: Credentialing and Privileging
Medical Staff Applications: Pink Flags versus Red Flags
Mishandling or overlooking warning signs at initial appointment can lead to the hiring and/or appointment of undesirable candidates to the medical staff. In this session, attendees will learn to identify, investigate, and report the subtler “pink flags” on medical staff applications and peer references—a practice that fosters informed decision-making during medical staff deliberations, diminishes medical and legal risk to the organization, and promotes patient safety. Our expert faculty will provide guidance on bringing physician competence issues to the surface, dissecting peer references, and creating a plan to further investigate physician competence issues.

Track 2: Practitioner Performance and Peer Review
FPPE: Lessons Learned
Focused professional practice evaluation (FPPE) has been in play for a decade, but it’s still far from second nature for many medical staff leaders, MSPs, and quality professionals. In this session, our expert faculty will illustrate lessons learned since the Joint Commission standards first took effect, share concerns most often expressed by accreditors, and provide precise guidance on conducting FPPE under a variety of circumstances, such as when new technology is involved; all available proctors have a conflict of interest; privilege lists are overly extensive; or tailoring is necessary for specialty, case volume, or review time frame. The speakers will also provide methods for reporting findings and strategies for integrating FPPE and ongoing professional practice evaluation (OPPE). 

2:30 p.m. – 2:45 p.m.
Networking & Refreshment Break

2:45 p.m. – 3:00 p.m.
Awards: Round 1

3:00 p.m. – 4:30 p.m.
Rapid Fire
Our expert faculty will provide high-level overviews and quick tips for today’s hottest topics in medical staff and credentialing, such as telemedicine; privileging dietitians, neuromonitoring physicians/technicians, and other healthcare providers; verification strategies for applicants with numerous affiliations; and the advantages of delegation.



Day 2  |  Friday, April 7, 2017

7:00 a.m. – 8:00 a.m.
Continental Breakfast

8:00 a.m. – 9:15 a.m.
Bridging the Gap and Addressing the Attribution Problem: Measuring Team Performance vs. Individual Performance
As consolidation and integration sweep the healthcare industry, interdisciplinary clinical teams are reshaping conventional approaches to care delivery and competence assessment. This session will explore the impact of healthcare teams on modern medical staff considerations and structures. Attendees will learn to identify members of these teams, to discern their place in the classic peer review model, and to adapt traditional methods of performance measurement. Faculty will also discuss population health, including its evolving definition, its effect on individual and team-based performance measurement, and its real-world applications.

9:15 a.m. – 10:15 a.m.
Credentials Committee Live in Action
If you’ve ever sat through your credentials committee meeting and shuddered at something that was said or a decision that was made, you are not alone. During this session, speakers and audience members will “participate” in a credentials committee meeting rife with cringeworthy moments. Attendees will come away with fresh insight on correcting these mistakes and strategies for avoiding them in the first place.

10:15 a.m. – 10:30 a.m.
Networking & Refreshment Break

10:30 a.m. – 11:45 a.m.
Track 1: Credentialing and Privileging
Privileging Conundrums
The session will explore current challenges in privileging driven by changes in healthcare delivery. The speakers will explain differing approaches to the privileging of telemedicine practitioners, articulate the necessary steps in achieving a criteria-based privileging methodology for a healthcare system, and describe an ideal privilege delineation design.

Track 2: Practitioner Performance and Peer Review
APP Challenges: Competence Assessment and Expanding Scopes of Practice
This session focuses on two problematic areas for advanced practice professionals (APP): creating meaningful OPPE/FPPE processes and managing expanding scopes of practice. Faculty will explain the similarities and differences between physician- and APP-facing OPPE/FPPE processes and identify resources for criteria development. Attendees will learn how to create a mechanism that supports legal expansion of an APP’s scope of practice and privileges, gain insight into the potential benefits of an APP interdisciplinary committee, and receive sample criteria and policy language.

11:45 a.m. – 1:00 p.m.
Lunch (provided)

1:00 p.m. – 2:15 p.m.
Track 1: Credentialing and Privileging
The Growing Threat of Negligent Credentialing Litigation
Why has there been a rapid rise in negligent credentialing lawsuits? This session will explain the nature of negligent credentialing lawsuits, the forces that haven driven their proliferation, and their most common triggers. Through analysis of landmark court cases, our expert faculty will identify key legal terms and concepts that underpin negligent credentialing claims, provide best practices and discipline-specific strategy for avoiding litigation landmines, and offer guidance on how to prepare for such lawsuits once they’re initiated.

Track 2: Practitioner Performance and Peer Review
OPPE: Lessons Learned 
Even if your organization is not required to complete OPPE, it should have a physician competency evaluation plan in place. Our expert speakers will address the issues that make competency assessment a struggle, such as low volume practitioners, advanced practice professionals, telemedicine providers, selecting appropriate indicators, and creating meaningful reports. They will also discuss how to deal with conflicting guidance from accreditors and how to prepare OPPE documents for audits.

2:15 p.m. – 2:30 p.m.
Networking & Refreshment Break

2:30 p.m. – 2:45 p.m.
Awards: Round 2

2:45 p.m. – 4:00 p.m.
Credentialing at the Extremes of the Age Spectrum: Challenges Posed by Young and Old Practitioners
Both new and seasoned physicians raise a unique set of competency concerns. For physicians straight out of training, there is a growing concern about their readiness to practice without additional proctoring or mentoring. For older physicians, questions regarding fitness for duty start to emerge. In this session, faculty will review policies and procedures that are widely used to address the competency of older practitioners and will address the related legal concerns.They will also highlight various resources that can assist in the evaluation of competency concerns involving young or late-career practitioners.

4:00 p.m. – 4:30 p.m.
ABC Hospital’s Evolution to a Collaborative Environment
Check back in with the medical staff and MSPs at ABC Hospital to see how they’ve translated lessons learned during the 2017 CRC Symposium into tangible improvements in their onboarding and credentialing processes. Have their efforts restored Dr. Smith’s faith in his new hospital?


Continuing Education

Accreditation Council for Continuing Medical Education (ACCME)
HCPro is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians. 

HCPro designates this educational activity for a maximum of 12.5 AMA PRA Category 1 CreditsTM. Physicians should only claim credit commensurate with the extent of their participation in the activity.

National Association Medical Staff Services (NAMSS)
This program has been approved by the National Association Medical Staff Services for 15 continuing education units. Accreditation of this educational program in no way implies endorsement or sponsorship by NAMSS.

National Association for Healthcare Quality (NAHQ)
This program has been approved by the National Association for Healthcare Quality for 12.5 CPHQ continuing education hours.

Disclosure Statement:
HCPro has confirmed that none of the faculty/presenters, planners, or contributors have any relevant financial relationships to disclose related to the content of this educational activity.


"We bring physician leaders and medical services professionals together to gain new insight into developing and maintaining credentialing, privileging, and competence assessment processes fit for the modern medical staff.” 

Sally Pelletier, CPMSM, CPCS
Advisory Consultant,
Chief Credentialing Officer
The Greeley Company

Carol CairnsCarol S. Cairns, CPMSM, CPCS
Advisory Consultant - The Greeley Company, Danvers, Massachusetts
President - PRO-CON, Plainfield, Illinois

Cairns has more than 40 years of experience in the medical staff services profession. She is the president of PRO-CON, and an advisory consultant and frequent presenter with The Greeley Company. A recognized expert in the field, Cairns has been a faculty member with the National Association Medical Staff Services since 1990. She presents frequently at state and national seminars on subjects such as basic and advanced credentialing and privileging, core privileging, AHP credentialing, CMS’ Conditions of Participation, and the standards of—and survey preparation for—The Joint Commission, NCQA, HFAP, and DNV GL. For the past 18 years, Cairns has been an advisor to healthcare attorneys, including providing expert witness testimony regarding credentialing and privileging issues. She has conceptualized and written all six versions of Verify and Comply, an industry textbook and favorite since 1999.

Sally PelletierSally Pelletier, CPMSM, CPCS
Advisory Consultant, Chief Credentialing Officer
The Greeley Company, Danvers, Massachusetts

Pelletier is an advisory consultant and chief credentialing officer with The Greeley Company. She brings nearly 25 years of credentialing and privileging experience to her work with medical staff leaders and MSPs across the nation. Pelletier advises clients in the areas of accreditation and regulatory compliance; credentialing redesign, including change management, standardization, and centralization; medical services department operations; privileging redesign; and leadership and development training for MSPs.

Todd SaginTodd Sagin, MD, JD
President, National Medical Director
Sagin Healthcare Consulting, Laverock, Pennsylvania

Dr. Sagin is a physician executive recognized across the nation for his work with hospital boards, medical staffs, and physician organizations. He is the national medical director of Sagin Healthcare Consulting, LLC, and HG Healthcare Consultants, LLC, which provide guidance on a wide range of healthcare issues. He served for more than half a decade as the vice president and national medical director of The Greeley Company, Inc. Dr. Sagin is a practicing family physician and geriatrician who has held executive positions in academic and community hospitals and in organized medicine. He frequently lectures and facilitates retreats on medical staff affairs, physician leadership skills, relationships between hospitals and doctors, strategic healthcare planning, governance, and related topics.

Mark SmithMark A. Smith, MD, MBA, FACS
Senior Consultant - HG Healthcare Consultants, LLC, Salem, Wisconsin
Chief Medical Officer - MorCare, LLC, Chicago, Illinois

Dr. Smith is a senior consultant with HG Healthcare Consultants, LLC, a healthcare consulting firm, and the chief medical officer for MorCare LLC. He brings 30 years of clinical practice and hospital administration experience to his work with physicians and hospitals across the United States, where he provides expertise in system quality and performance improvement, peer review, ongoing and focused professional practice evaluation, management of deficient practitioner performance, criteria-based privileging, low-volume practitioners, population health management, and external focused review. Dr. Smith is a board-certified surgeon who practices part time as a clinical assistant professor of surgery in the vascular and endovascular surgery section at the University of California, Irvine Medical Center. Previously, he practiced general and vascular surgery in a private practice setting.


Credentialing Resource Center Members save $100 off retail price of $995. Call 615-724-7213 to receive your exclusive discount!

Credentialing Resource Center Members: $895 
Non-Members: $995

Register 4 attendees and the 5th attendee is free!

Have more than 5 attendees?
Please call 615-724-7213 to register your team for special group pricing.

Interested in becoming a Credentialing Resource Center Member? Click here to learn more!

Cancellation Policy
Please click here to view our cancellation policy.

Hotel Information

Book your hotel room by March 14, 2017 to get a special hotel rate of $239.

Hyatt Regency Austin 
208 Barton Springs 
Austin, TX 78704 
Reservations: 512-477-1234 
Hotel Website

When calling, mention you are attending the HCPro CRC Symposium to get the special rate.

2017 Sponsors/Exhibitors


ABMS Solutions, LLC




Cimro Quality Healthcare Solutions




 Federation of State Medical Boards (FSMB)


 The Greeley Company





Interested in becoming a Sponsor/Exhibitor? Click here to find out how.