Sponsored by:
Billing Compliance and Chart
Documentation
Academic Year 2012-2013
Billing Compliance and Chart Documentation – Department of Medicine – Cardiology HUP
Tuesday, April 16, 2013
6:00pm – 8:00pm
11-146 Smilow Center for Translational Research
Scott Manaker, M.D., Ph.D. & James Flaherty, BS, CPC
UPHS Office of Billing Compliance
3101 Market Street, Suite 160, Philadelphia, PA 19104
Target Audience
This program has been designed for departmental/institutional faculty, fellows, residents, medical students, nurses,
allied health professionals, community physicians, administrators for all medical specialties at HUP, PMC, and PAH.
Educational Objectives
After completing this activity, participants should be able to:
 Increase awareness of government initiatives to combat fraud, waste, and abuse. Discuss the importance of
an effective compliance plan

Describe how to recognize and produce properly documented medical records

Improve documentation and reporting of evaluation and management visits, procedures, diagnostic services
and or corresponding modifiers

Illustrate the need for clear documentation of medical necessity and reporting diagnosis codes
Accreditation
The Perelman School of Medicine at the University of Pennsylvania is accredited by the Accreditation Council for
Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
Designation of Credit
The Perelman School of Medicine at the University of Pennsylvania designates this live activity for a maximum of 2 AMA
PRA Category 1 Credit ™. Physicians should claim only the credit commensurate with the extent of their participation in
the activity.
Acknowledgement of Commercial Support*
NONE
For more information, please contact
Evelyn Francis
215-614-0547
evelyn.francis@uphs.upenn.edu
Check your CME online at www.med.upenn.edu/cme
Disclosure of Relevant Financial Relationships and Unapproved Uses of Products
It is policy at the Perelman School of Medicine at the University of Pennsylvania for individuals who are in a position to
control the content of an educational activity to disclose to the learners all relevant financial relationships that they have
with any commercial interest that provides products or services that may be relevant to the content of this continuing
medical education activity. For this purpose we consider relationships of the person involved in the CME activity to
include financial relationships of a spouse or partner.
The intent of this policy is not to prevent expert faculty with relevant relationship(s) with commercial interest(s) from
involvement in CME, but rather to ensure that Penn CME-certified activities promote quality and safety, are effective in
improving medical practice, are based on valid content, and are independent of control from commercial interests and
free of commercial bias. Peer review of all content was conducted for all faculty presentations whose disclosure
information provided to the Penn Office of CME was found to contain relationships that created a conflict of interest
relative to the topic of their presentation. In addition, all faculty were instructed to provide balanced, scientifically
rigorous and evidence-based presentations.
The staff in the Office of CME at the Perelman School of Medicine at the University of Pennsylvania, Mila Kostic,
Director of CME and the peer reviewer Zalman Agus, MD, Associate Dean for CME, have disclosed that they have
no relevant financial relationships with any commercial interests related to the content of this educational activity.
The following individuals have disclosed that they have no relevant financial relationships with any commercial interests
related to the content of this educational activity:
PLANNING COMMITTEE MEMBER / PRESENTER NAME
ROBERT F. BACON, MHA
NELVIN LARGOZA, MHA, CPC
JAMES FLAHERTY, BS, CPC
KATHLEEN KILGARIF
WILLIAM H. SHOFF, MD
SAMUEL PARRY, MD
MARY CLONEY, MHA, CPC
RONALD BARG, MD
CAROL POHLIG, BSN, RN, CPC
AMBER FARKAS, CPC, PCS
SUSAN CONVILLE, RHIA, CCS
MARY MULHOLLAND, MHA, RN, CPCP
The following individuals have reported the listed relevant financial relationships with commercial interests related to
the content of this educational activity.
PLANNING COMMITTEE MEMBER NAME NAME OF COMMERCIAL INTEREST
RELATIONSHIP
PRESENTER NAME
Scott Manaker, MD, PhD
APNICURE, AETNA, PFIZER, NOVARTIS, JOHNSON & JOHNSON
CONSULTANT
PFIZER & JOHNSON & JOHNSON
STOCK
Ann Marie Holmes, BSN, RN, CPC INDEPENDENT CODING & COMPLIANCE
CONSULTANT
Relevant Financial Relationships: Financial relationships are those relationships in which the individual benefits by receiving a salary,
royalty, intellectual property rights, consulting fee, honoraria, ownership interest (e.g., stocks, stock options or other ownership
interest, excluding diversified mutual funds), or other financial benefit. Financial benefits are usually associated with roles such as
employment, management position, independent contractor (including contracted research), consulting, speaking and teaching,
membership on advisory committees or review panels, board membership, and other activities from which remuneration is received
or expected
DISCLOSURE OF UNAPPROVED USES OF PRODUCTS
PRESENTER NAME
PRODUCT
INVESTIGATIONAL AND/OR OFF-LABEL USE