Credentialing Boot Camp

Offered in conjunction with the Mississippi Association of Medical Staff Services.

Roll up your sleeves and get ready to go to work! Through a series of “hands on” activities, this program provides an practical, in-depth review of aspects of credentialing, recredentialing and privileging including primary source verification, applying criteria for appointment, reviewing the application for completeness, identifying “red flags”, roles in the review and approval process, meeting management, credentialing telemedicine and allied health professionals, coordinating the peer review process, performing credentials file audits, and understanding negligence in credentialing.  This program is geared toward those new to these processes, but can serve as a great refresher for the experienced credentialing professional.  Lecture will be reinforced with table top exercises and other discussion-based sessions. There will be adequate time to discuss issues and answer questions.

Day 1 of the Boot Camp will cover the basics. Day 2 will dive in to more advanced topics. You can choose to attend one or both days!

The program is pending approval of 13.5 CEUs by NAMSS.  Conference attendees are expected to claim credit for the sessions attended.


Upon completion of this program, participants will be able to:

Identify CMS regulations for credentialing and privileging 
Discuss credentialing and privileging requirements of The Joint Commission 
Identify and evaluate “red flags” in an application
Define appropriate mechanisms for primary source verification and approved secondary or equivalent sources
Recognize the roles of various persons involved in the review and approval process
Determine effective mechanisms for credentialing and privileging allied health and telemedicine providers
Discuss the medical services professional’s role in the Peer Review and Hearing processes
Evaluate meeting minutes to determine appropriate documentation
Identify issues that could lead to a finding of negligence in credentialing practices

Kathy Matzka, CPMSM, CPCS

Kathy Matzka is a speaker, consultant, and writer with over 25 years’ experience in credentialing, privileging, and medical staff services. She holds certification by the National Association Medical Staff Services (NAMSS) in both Medical Staff Management and Provider Credentialing. She has authored and contributed to a number of books related to medical staff services including Compliance Guide to Joint Commission Medical Staff Standards; The Medical Staff Meeting Companion: Tools and Techniques for Effective Presentations; The Credentialing and Privileging Desk Reference; The Credentials Verification Desk Reference; Medical Staff Standards Crosswalk: A Quick Reference Guide to The Joint Commission, CMS, HFAP, and DVN Standards; and The Chapter Leader's Guide to the Medical Staff: Practical Insight on Joint Commission Standards.


Day 1

8:30-9:00              Registration

9:00-9:15              Welcome/Introductions/Go over agenda for Day 1 and Day 2

9:15-10:30           CMS Standards and State Regulations for Credentialing

10:30-10:45         Break

10:45- 11:15        Joint Commission Standards for Credentialing

11:15 – 11:30      Exercise:  Whose Standard is it?

11:30 – 12:00      Roles and Responsibilities – Includes Exercise:  Whose job is it?

12:00-12:45         Lunch (Provided)

12:45- 1:45          Primary Source Verification – Includes Exercise: Which secondary sources are appropriate?

1:45 – 2:15           Applying Criteria for Appointment (Includes Exercise)

2:15-2:30              Break

2:30-3:15              Overview of “Red Flags” and (Includes Exercise)

3:15-3:30              Questions & Answers


Day 2

9:00-9:15              Questions from Previous Day not answered, go over agenda for Day 2

9:15 – 10:45        Privileging (CMS Regs/Joint Commission Standards/State Regulations)

10:45- 11:00        Break

11:00 – 11:30      Credentialing/Privileging Telemedicine Providers

11:30 – 12:00      Credentialing/Privileging Allied Health Professionals

12:00 – 12:45      Lunch (Provided)

12:45 – 1:30        Medical Staff Meeting Management (Includes exercise on documenting minutes)

1:30 – 2:00           Peer Review and Due Process

2:00 – 2:15           Break

2:15 – 2:45           Credentials File Audits and Record Retention(Includes exercise in determining how long it will take to audit credentials files)

2:45 – 3:15           Understanding Negligence in Credentialing

3:15 – 3:30           Questions and Answers





7/19/2018 - 7/20/2018
MHA Conference Center
116 Woodgreen Crossing
Madison, MS United States



Thursday, 19 July 2018

7/19/2018 - 7/20/2018

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