Best Practices for Success Under PDPM

High Performing SNF Operators leverage technology and innovative practices to maintain superior leadership status. Don’t miss the opportunity to engage with industry experts and MatrixCare by registering for our PDPM Front Runner Webinar Series every month!

Hosted by:


Kevin Whitehurst
Senior Vice President, 

Skilled Nursing Solutions

Register below for upcoming events or access recordings of previous sessions.


Previous Sessions - Now Available On-Demand

Jillian Martin

How Do I Structure My Medicare Environment? Post-PDPM Best Practices

Thursday December 5th, 2019
1:00PM CST – 2:00PM CST
Presented by Jillian Martin RN, DNS-CT, RAC-MT, Senior Healthcare Consultant, Health Care, CLA (CliftonLarsonAllen LLP)

With the implementation of PDPM many facilities have struggled with how to continue to operate under the Medicare guidelines while still being financially successful. Though Medicare guidelines have not changed, PDPM is a whole new world of language and facility oversight that must occur regularly and in a structured manner for success. We will review the basic Medicare requirements that have not changed and discuss some thoughts and best practices as they relate to PDPM. Here's what you'll learn:

  • —  Discuss and understand the Medicare requirements as they relate to nursing home compliance under the SNF benefit
  • —  Discuss best practice for nursing documentation under PDPM- including skilled notes
  • —  Discuss best practice for rehab oversight under PDPM including monitoring the delivery of group and concurrent minutes
  • —  Discuss and explain facility best practice as it relates to Medicare integrity and oversight including Medicare meeting, a triple check process and ADR’s (additional development requests.

How To Operationalize Data to Make Quality Improvements

Thursday, November 14, 2019  
1:00 P.M. Central Time


Presented by:

Deb Freeland
Deb Freeland, Principal
Seth Wilson
Seth Wilson, Director

This session will highlight trends related to the key operational drivers of SNF profitability. We will review various performance indicators and how they are linked to the CMS Five-Star rating and SNF financial performance. We will also look at the top-performing Skilled Nursing providers and identify the drivers related to their performance.

Here's what you'll learn:

—  Explore the trends of key operational drivers of SNF profitability

—  Understand the linkage between CMS Five-Star ratings to SNF financial performance

—  Identify the operational and quality profile of top performing SNFs

Enhance Your Revenue with Proper PDPM Documentation   
Presented on Tuesday, July 30, 2019
By Deb Freeland, Principal, CLA

Do you understand the financial drivers of the new Patient-Drive Patient Model? How about the documentation changes that will need to be made within the organization to ensure accurate reimbursements? In this session, Deb Freeland, Principal with CliftonLarsonAllen, will discuss operational changes to consider during PDPM implementation.

Join this webinar to learn about the impact that PDPM will have on your clinical processes as well as financial and billing changes:

—  Understand the financial changes that will occur under PDPM, both at the revenue and expense level.

—  Explore how proper documentation of the MDS Assessments and ICD-10 coding will impact the PDPM rate.

—  Identify potential organizational changes that may be necessary under PDPM.

Accurate Resident Assessments: A Critical Key to PDPM Success   
Presented on Thursday, August 8, 2019
By Laura Page-Greifinger, Founder & CEO, Quality in Real Time

In the new PDPM reimbursement model, accuracy in data collection and documentation resident care will be of utmost importance. Few people see the resident and everyone else must rely on documentation to understand the interactions and interventions done by clinicians. Assisting clinicians to achieve that goal is an important objective for PDPM success.

Join this webinar to learn why accuracy will be critical under PDPM. Here's what you'll learn:

—  PDPM - What this change means for SNFs

—  How resident assessments impact reimbursement under PDPM

—  Importance of clinician accuracy in documentation and assessments

Win Big with PDPM by Mastering Section GG Scoring Methodology
Functional Abilities and Goals are Key payment drivers
Presented on Wednesday, August 21, 2019
By Joanne Jones, Director, Clinical Services, BKD

The impact of Section GG on the Medicare Patient Driven Payment Model (PDPM) will be significant, and accurate coding and documentation to support that coding will be critical. In this session, we’ll discuss how the functional assessment items will impact both the PT/OT and Nursing Case Mix groups and provide strategies on how to facilitate IDC team collaboration and accurate documentation to capture the revenue that reflects the patient’s care needs.1 CEU Pending Approval by NAB

At the completion of this session participants will be able to:

—  Discuss the impact of functional scores on the PDPM Case Mix groups

—  Discuss the steps required to accurately assess patient’s functional abilities in order to code Section GG

—  Discuss the need for collaboration between Nursing and Therapy to identify the most accurate coding

—  Identify documentation required to support the coding of Section GG

Operational Aspects of PDPM Regarding Therapy Services/Expenses and Contracting
Presented on Wednesday, August 28, 2019
By Rick Hamilton and Deb Freeland, Principals, CLA

PDPM will have a critical impact on therapy services and how they affect reimbursements. Skilled Nursing providers will need a clear understanding of these changes in order to make informed decisions about therapy agreements/contracts moving forward. In this session, we will discuss therapy contracts, expenses and strategies to help make a smooth transition from RUG IV to PDPM reimbursements.

Here's what you'll learn:

—  Understand the calculation of the PDPM therapy rate components

—  Discuss multiple options and components of therapy agreements/contracts

—  Analyze your current therapy expenses and project PDPM financial impact going forward

—  Consider PDPM therapy contracts and their implications with Medicare Advantage – Part C, HMOs and Bundled Payments

—  Create an environment that fosters Medicare compliance by monitoring clinical practice patterns during the transition from RUG IV to PDPM


How Discharge Planning Can Save the Day Under PDPM
Presented on Wednesday, September 18, 2019

By Laura Page-Greifinger, QIRT

At the conclusion of this session, attendees should be able to:As Assessment Accuracy is very important in PDPM, Discharge Planning is how your facility will be "graded" on the care that you give and the outcomes of that care. PDPM recognizes every patient's uniqueness and how the plan of care developed has assisted the patient to achieve the highest outcomes possible. Appropriate and Timely discharge planning and accuracy in data collection can show the value of your facility to patients and families, increase your STAR Ratings, and make your facility more marketable to referral sources. 

—  Define discharge planning and collaboration in a facility setting

—  Define the outcomes of discharge planning relating to STAR ratings

—  How PDPM will impact discharge planning


Documentation-Savvy Nurses are the Real Super Stars with PDPM
What it means to be Meticulous with Clinical Documentation
Presented on Tuesday, September 24, 2019  
By Joanne Jones, BKD

At the completion of this session participants will be able to:Being successful in the new Medicare reimbursement system will require facilities to reevaluate their documentation system and establish guidelines for clinical staff to focus documentation on the PDPM Case Mix Group qualifiers.  This session will review the current typical practices and provide insight into practical ways to implement effective and efficient documentation systems including assessment, care planning and ongoing documentation to support the Medicare skilled stay.

—  Understand the current documentation requirements for Medicare SNF coverage

—  Discuss the impact of clinical documentation on PDPM Case Mix qualifiers

—  Develop strategies for implementing changes in documentation to support PDPM

We're sorry, but there is no recording for this session. However, the presentation slides are available for download.