Tools to Tackle Credentialing and Privileging Responsibilities

Virtual Workshop on CD

Sponsored by The Greeley Medical Staff Institute

presented on March 5, 2009

Prepare leaders to tackle contemporary credentialing and privileging challenges.

Many physician leaders only interact with an organization’s credentialing and privileging processes when they are appointed or reappointed to the medical staff. Now that these physicians are in leadership roles, they must understand the complicated process of matching privileges to competency, following the basic steps for credentialing, avoiding privileging and credentialing pitfalls, and reaching informed credentialing decisions. This program provides medical staff leaders the foundational understanding and essential tools needed to effectively carry out credentialing and privileging responsibilities.

AGENDA

We will have 45 minutes of presentation, followed by 15 minutes of Q&A:

1. Credentialing exists to protect patients
2. Nobody works without a ticket
1. Special considerations for advanced practice professionals
3. Beware of the two types of credentialing errors
1. Information errors
2. Decision errors
4. Credentialing is comprised of four distinct steps
1. Establish policies and rules
2. Collect and summarize information
3. Evaluate and recommend
4. Review grant, deny or approve
5. Follow the 5 Ps when you have a policy question
6. Excellent credentialing requires clear criteria consistently applied
1. Joint Commission general competencies
7. Place the burden on the applicant
8. Before granting privileges solve the competency equation
9. To match competency with privileges, use the Greeley competency triangle
1. Privileging delineation
2. Eligibility criteria
3. Peer review
10. Never deny membership or privileges except for demonstrated incompetence or unprofessional conduct
11. Do not confuse membership with privileges
1. Clinical privilege myths
2. Guidelines to developing criteria
12. Just because there is "no reason to deny" is not a good enough reason to grant
13. Case studies
14. Q&A

LEARNING OBJECTIVES

At the conclusion of this webcast, purchasers will be able to:

• Explain the best practices of credentialing
• Describe the medical staff leader’s role in the credentialing and privileging process
• List the Joint Commission’s general competencies
• Identify the differences between membership and privileges

BONUS TOOLS INCLUDED IN YOUR MATERIALS PACKET

In addition to the expertise and advice presented during this webcast, you will receive a slide presentation of the program materials, as well as tools and takeaways, including:

• Credentialing and privileging process flow charts
• Sample initial and reappointment application checklists
• Sample welcome letter to a new medical staff leader
• Fact sheet on debunking credentialing myths
• Scenarios for placing the burden on the applicant
• Quiz for new medical staff leaders
• FAQ for new medical staff leaders

Take advantage of our three-part virtual training series price!

This program is the third in a series of three comprehensive and convenient training programs for medical staff leaders, with additional programs covering medical staff roles and responsibilities, and peer review. Click here for details.

MEET THE SPEAKERS

Mary Hoppa, MD, MBA, CMSL, serves as a senior physician consultant at The Greeley Company. She brings over 15 years of healthcare leadership and management experience to her work with physicians, hospitals, and healthcare organizations across the country. Hoppa’s roles in hospital administration and medical staff leadership in academic and community hospital settings make her uniquely qualified to assist physicians and medical centers develop effective solutions to their most significant challenges.

Sally J. Pelletier, CPMSM, CPCS, serves as a senior consultant for The Greeley Company and executive director for Credentialing Resource Center Consulting. She brings more than 16 years of credentialing and privileging experience to her work with medical staff leaders and medical service professionals across the nation. Pelletier advises in the areas of criteria based core privileging, medical staff services department assessments and medical staff services management. In 2004, she began consulting with The Greeley Company with the goal of providing professional guidance to healthcare entities through consulting services with a commitment to excellence.

WHO WILL BENEFIT?

Department chairs, medical executive committee chairs, medical executive committee members, credentials committee chairs, credentials committee members, vice presidents for medical affairs, medical staff quality chairs, chief medical officers, credentialing coordinators, medical service professionals, directors and managers of medical staff services departments, credentialing specialists

• Continuing Education
• Webcasts

• Other Credentialing/Privileging Products
• Other Medical Staff Products