AMGA Consulting Operations and Financial Improvement Seminar

“Creating Organizational Resiliency Through Financial and Operational Performance”
Mills House Wyndham Grand Hotel / Charleston, South Carolina

November 10, 2021 
8:45 a.m. – 5:00 p.m. ET


Wednesday, November 10, 2021

8:45 a.m. – 9:00 a.m.


9:00 a.m. – 9:15 a.m.             

Welcome and Opening Remarks

Fred Horton, M.H.A., President, AMGA Consulting

9:15 a.m. – 10:15 a.m.             

Orthopedic Service Line Development: Balancing Medical Group and Health System Perspectives and Desired Outcomes

Ted Fronczak, Community Vice President, Mercy Clinic St. Louis, and Will Holets, M.H.A., M.B.A., Director, AMGA Consulting

In this presentation Mercy Clinic will share their philosophy, approach, and journey taken in developing their orthopedic service line. Speakers will outline a unique, customized approach that they partnered on with AMGA Consulting for their orthopedic service line by applying market data to the current provider supply and productivity of their primary care providers to determine the number of providers needed in orthopedics.

10:15 a.m. – 10:30 a.m.


10:30 a.m. – 11:00 a.m.

The 2021 Operations and Finance Survey Results

Will Holets, M.H.A., M.B.A., Director, and Kelsi O’Brien, M.H.S.A., Director, AMGA Consulting

This session will provide an overview of the newly-released AMGA 2021 Operations and Finance Survey. Key findings will be highlighted, as well as year over year trends in key performance indicators. This year’s survey results include a new comprehensive telehealth survey that was added to respond to the changing delivery models.

11:00 a.m. – 11:30 a.m.

The 2021 Telehealth Survey Results and Operations and Finance Online Tool Demonstration

Liz Siemsen, Director, AMGA Consulting

Highlights from the latest results of the 2021 Telehealth Survey will be shared. In addition, a demonstration of the online survey platform for the Operations and Finance Survey will be showcased. The new and improved online platform makes it easier than ever to benchmark medical group clinic staffing, operations, and financial performance against market data.

11:30 a.m. – 12:30 p.m.


12:30 p.m. – 1:30 p.m.               

Advanced Practice Clinician (APC) Compensation Approaches

Fred Horton, M.H.A., President, and Will Holets, M.H.A., M.B.A, Director, AMGA Consulting

This session will provide an overview of contemporary compensation approaches for APCs. The discussion will include how citizenship, clinical quality, and productivity goals can be introduced over time to achieve better alignment between physician and APC pay models. Thoughts on developing compensation committees to include APC representation will also be shared.

1:30 p.m. – 2:15 p.m.          

Factors to Consider Before Hiring More APCs for Your Group

Fred Horton, M.H.A., President, AMGA Consulting
Rose Wagner, Chief Operating Officer, AMGA Consulting

Many organizations have established strategic initiatives to hire additional APCs to their medical groups. If the right approaches, processes and recruitment criteria are not in place, the benefits of APCs may not materialize. AMGA Consulting will share its diagnostic tools to evaluate current provider complement, productivity levels and other considerations organizations should when developing an APC strategy.

2:15 p.m. – 2:30 p.m.


2:30 p.m. – 3:15 p.m.           

Impacts of Outpatient E&M Coding Changes on Provider Groups

Fred Horton, M.H.A., President, AMGA Consulting
Kelsi O’Brien, M.H.S.A., Director AMGA Consulting

CMS made numerous changes impacting outpatient E&M coding in 2021. Documentation requirements, RVU values, and payment per RVU all changed during an already unstable time. In this presentation, we examine the impact to production, provider compensation, and the distribution of codes billed, along with suggestions on how to structure and manage your provider compensation program during these turbulent times.

3:15 p.m. – 4:00 p.m.        

Houston Methodist – A Year Lookback and How We are Moving Forward

Jeff Carr, M.H.A, M.B.A., Vice President, and Lora Burger, M.H.A., M.B.A., Director of Finance/Business Analytics, Houston Methodist

Provider groups across the country were forced to adjust quickly and proactively as a number of factors from the pandemic to CMS regulatory changes impacted groups. Hear how Houston Methodist was able to model the impact of the E&M coding changes combined with the Conversion Factor and wRVU weight changes to proactively adjust provider compensation during a challenging year, and what they plan to do regarding provider compensation going forward.

4:00 p.m. – 4:45 p.m.             

The High-Performing Physician Enterprise Assessment

Fred Horton, M.H.A., President, AMGA Consulting
Rose Wagner, COO, AMGA Consulting

A comprehensive framework for assessing organizational performance will be shared that includes seven domains of high performance for medical groups. The quantitative and qualitative metrics that together make up overall performance and provide the ability to isolate gaps in performance will be shared. The presenters will discuss how the utilization of the standard assessment approach can be customized to fit unique marketplaces including the degree of shift from volume to

4:45 p.m. – 5:00 p.m.            

Closing Remarks

Fred Horton, M.H.A., President, AMGA Consulting

Registration and Fees

  • AMGA members: $595 (by October 18) or $695 (on or after October 19)

  • Non-members: $695 (by October 18) or $795 (on or after October 19)

Due to space limitations, participation is limited to provider organizations only (e.g., medical groups, integrated delivery systems, hospitals). CME credits will be available for this event (One grant per registration). CPE/CEUs will not be available. Virtual conference will be held in lieu of on-site event if dictate by local public health regulations.


Hotel Information

The meeting will take place at the Mills House Wyndham Grand Hotel in Charleston, S.C. For any attendee in need of a room, AMGA has secured a special rate of $279 for attendees. All rooms must be reserved by October 10. After this date, AMGA cannot guarantee the rate or availability.

Accreditation Statement

AMGA is accredited by the Accreditation Council for Continuing Medical Education to sponsor continuing medical education for physicians. AMGA takes responsibility for the content, quality, and scientific integrity of this CME activity.

Continuing Medical Education Credit

AMGA designates the educational activity, AMGA Consulting Operations and Financial Improvement Seminar, for a maximum of 5.50 hours in category 1 credit toward the AMA Physician’s Recognition Award.