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Responding Effectively to Adverse CMS, State, and Accreditation Findings
Condition-level findings are returning with more frequency and severity than ever before as regulators and accreditors return to the field. Surveyors are discovering significant compliance concerns and threatening hospitals with CMS termination as they realize their attention has not been on compliance over the last few years. Hospitals cannot afford to make promises they can’t keep in the Plan of Correction or, worse, damage their level of compliance by unnecessarily complicating clinical and environmental operations as they address individual findings.
• Focus on the most frequent serious issues identified during State Agency / CMS “validation” surveys
• Effectively manage the on-site survey process
• Establish and maintain professional and mutually beneficial relationships with the regulators
• Work with regulators to implement meaningful, sustainable, and efficient corrective action
• Effectively manage and present evidence of corrective action
• Maintain credibility with the survey agency by understanding and appropriately addressing underlying patient safety vulnerabilities

Oct 20, 2022 01:00 PM in Eastern Time (US and Canada)

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Phillip Boaz, RN, MSN, CIC
Senior Consultant @Chartis Clinical Quality Solutions
Phillip Boaz is a Senior Consultant with Chartis Clinical Quality Solutions. He brings his clients more than 30 years of consulting and healthcare experience in the areas of critical care and trauma nursing, infection prevention, risk management, and regulatory compliance. With a background as a Centers for Medicare & Medicaid Services (CMS) surveyor in Texas, he leads full mock surveys to prepare clients for upcoming regulatory visits. He also assists clients in crafting realistic and sustainable plans of correction in response to survey findings. Phillip leads the firm's team of Infection Prevention and Control (IPC) practitioners. He has helped numerous organizations address The Joint Commission (TJC), Det Norske Veritas (DNV), The Accreditation Association for Ambulatory Health Care (AAAHC), and CMS survey findings. His solutions consistently achieve and sustain patient safety improvements and regulatory compliance.
Lisa Eddy, MSN, MHA, RN, CPHQ
Vice President, Clinical Compliance and High Reliability @Chartis Clinical Quality Solutions
Lisa has more than 25 years of experience in CMS certification and accrediting agency regulatory compliance. As VP of Chartis Clinical Quality Solutions (formerly known as The Greeley Company), Lisa helps organizations transform adverse regulatory findings into solutions that yield improvements in safety, efficiency and effectiveness for certification and sustainable compliance. First-hand knowledge of executive-level nursing, hospital operations, quality and risk management are all embedded in the guidance she provides to organizations to help them achieve and maintain regulatory approval.
Bud Pate, REHS
Vice President, Clinical Compliance and High Reliability @Chartis Clinical Quality Solutions
Bud began his career in Public Health in 1973. By the time Bud left government service in 1988 to Join Kaiser Permanente, he managed state licensing and CMS survey activities for all non-long-term care providers/suppliers in Los Angeles County, the world’s 9th largest healthcare market. During his 15 years at Kaiser, Bud was responsible for hospital licensure, certification, and accreditation throughout the Southern California Region. Bud joined Chartis Clinical Quality Solutions (formerly The Greeley Company) in 2004 where he and Lisa Eddy developed the nation’s preeminent clinical compliance consulting group. Bud has lectured at many national conferences, authored seven books on quality, safety, and compliance, and represented the American Hospital Association on various Joint Commission committees. Bud has been instrumental in developing and nurturing our extraordinary approach to sustained compliance through simplification.