Achieve Success in Targeted Probe-and-Educate Reviews  - On-Demand

Bookmark and Share

Achieve Success in Targeted Probe-and-Educate Reviews - On-Demand

Product Code: YPADA071119D

Availability: In stock

Your Price:
Add Items to Cart

Achieve Success in Targeted Probe-and-Educate Reviews - On-Demand

Loyal Listener Library

Available ON-DEMAND

Presented on: Thursday, July 11, 2019 

Presented by: Annette Lee RN, MS COS-C, HCS-DD, president and founder of Provider Insights, Inc.
Wende Bruce, RN, administrator for Haven Home Health, Inc. in Monroe, La.

New results from CMS’ targeted probe-and-educate review indicate the home health industry has made little or no progress when it comes to improving the quality of documentation Medicare Administrative Contractors (MAC) are seeking. If agencies fail to achieve success through three rounds of review, the repercussions may include 100% prepay review, extrapolation, referral to the Recovery Auditor (RAC), or other action. During this 90-minute webinar, industry experts Annette Lee, RN, MS, COS-C, HCS-DD,and Wende Bruce, RN, will walk agencies through the significant issues that are preventing them from achieving success with these targeted reviews. They will also provide guidance that will help agencies improve processes and respond to additional documentation requests (ADR) with the documentation necessary to pass through the reviews.

At the conclusion of this program, participants will be able to:

  • Identify which types of agencies CMS is selecting to participate in targeted probe-and-educate reviews
  • Educate their own staff about how to gather additional detail necessary to achieve success in the reviews
  • Ensure documentation they submit in response to ADRs will withstand scrutiny during the reviews


  • Details about CMS’ targeted probe-and-educate review, including how it came to be and what types of agencies will be drawn into it
  • Review of data showing the industry’s lack of success thus far through the review
  • How to gather detailed documentation to achieve success in the review
  • Improvements agencies can make to survive the review
  • Real-world example of an agency that achieved success when under CMS scrutiny
  • Questions intake staff can ask to gather additional detail necessary for agencies to code accurately
  • Educating doctors about why it’s necessary to supply additional detail to agencies and overcome those doctors’ objections
  • Practical tips for agencies on how to move forward
  • Insights from an agency leader whose agency achieved success in the review


  • ADR Process Checklist

Who Should Listen?

  • Administrators 
  • Clinical managers 
  • Clinicians (RNs and PTs) 
  • Compliance officers 
  • Directors of nursing 
  • Quality managers 

Meet the Speakers

Lee AnnetteAnnette Lee, RN, MS, COS-C, HCS-DD, is a registered nurse practicing since 1990, with the majority of her nursing experience in public health care and her master’s degree in healthcare administration. In 2000 she joined the home health intermediary Cahaba GBA, where she provided education to home health and hospice providers on Medicare reimbursement issues and effective documentation strategies nationally. After nearly a decade working for the intermediary, Lee began Provider Insights, Inc. In the private sector, she was able to provide insights into Medicare regulations and how to make them work for agencies on a day-to-day basis to both increase quality and reduce risk. CGS also contracted Provider Insights, Inc. to perform all of the MAC’s clinical education for home health and hospice providers. Her broad experiences let her provide practical solutions to meet the requirements of the fiscal intermediary system and medical review within the “real world” environment of hospice and home health. She presents nationally on hospice, LCDs, home health, OASIS, PPS, medical review/appeals, and documentation and coverage.

Wende BruceWende Bruce, RN, has been a registered nurse practicing since 2005, with most of her nursing experience in home health. In 2010, she joined Haven Home Health, Inc. as a field RN and quickly rose through the ranks—culminating in her current position as administrator, which she has held since 2015. In 2011, Haven Home Health underwent significant scrutiny through the ADR process. Through hard work, Bruce and her team were able to overcome the significant changes required in order to comply with the ADR process. In 2016, the team passed round one of CMS’ probe-and-educate review with a 100% success rate.


Webinar system requirements and program materials: 
To fully benefit from the webinar experience, please note you will need a computer equipped with the following:

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version will be available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $249 value! 

Participation in the webinar is just $249 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.