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Practical Strategies for Home Health & Hospice Leaders

AI • Compliance • Revenue • Clinical Excellence • Operational Efficiency

Spend the day with other home health professionals as we dive into key topics shaping the future of home health care. Join agency owners, administrators, clinicians, billing professionals, consultants, and industry experts for a full day of education, networking, and actionable strategies designed to help your agency thrive in an evolving healthcare environment.

This engaging, one-day event is open to everyone in the field and offers an opportunity to earn Continuing Education Units. Don’t miss out on this chance to learn, grow, and connect—we can’t wait to see you there!

Attendees also have the opportunity for a CHANCE TO WIN Costco, Amazon, and Starbucks gift cards during our raffles throughout the day!

Where and When

📍 Las Vegas NV (Venue to be announced)​
📅 Wednesday, November 11, 2026
🕗 Full-Day Educational Workshop – 9:00 AM – 5:00 PM

***We’re currently finalizing our venue selection. All registered attendees will receive venue details and parking instructions well in advance of the workshop.

Can’t make it to this event?

Can’t make it to the Las Vegas workshop? 

Don’t worry—we’re bringing the Synergy Workshop Series to Sacramento, too!

📍 Sacramento CA (Venue to be announced)
📅 Wednesday, September 23, 2026
🕗 Full-Day Educational Workshop – 9:00 AM – 5:00 PM

CLICK HERE to learn more about the Sacramento Workshop.

Price

Early Bird

Available now and until end of day on Friday, September 18

Individual – $99.00 per person

Group (3+) – $89.00 per person

Standard

Available starting Saturday, September 19 through Wednesday, October 28

Individual – $149.00 per person

Group (3+) – $120.00 per person

Late Registration

Available starting Thursday, October 29 through Tuesday, November 10

Individual – $199.00 per person

Same Day Registration

Individual – $249.00 per person

Cancellation & Transfer Policy

• You may transfer your registration to another attendee at any time at no additional charge.
• Refund requests received 14 days prior to the workshop are eligible for a refund less a 4% processing fee.
• Refunds requested within 14 days of the event are not available, but registrations may still be transferred to another attendee.

Attendees will receive:

• an entire day of home health and hospice education
• CMS regulatory guidance strategies for increased accuracy in documentation and reimbursement
• up to 6 Continuing Education Units
• a chance to win some really cool prizes during breaks and lunch!

Educational Sessions

What Auditors Are Actually Finding: Therapy Documentation Failures in the Era of Targeted Review

Speaker: Natalie Venable, OTR/L, MOT with Thrive Healthcare Solutions

Three documentation patterns are appearing repeatedly in current home health therapy denials — and most agencies don’t know they’re exposed until the demand letter arrives.

Federal audit activity targeting home health therapy services has intensified, and the documentation gaps examiners are finding aren’t new. They’re the same vulnerabilities that have existed for years: poorly justified maintenance programs, missed or inadequate 30-day reassessments, and therapy goals that describe tasks instead of medical necessity. What has changed is the precision and frequency of targeted review — and the financial consequence of being caught unprepared.

This session translates the current targeted review landscape into concrete, clinician-level action. Drawing on real-time findings from active audits, attendees will leave knowing exactly where their documentation is exposed and what to do about it before a reviewer gets there first.

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

1. Identify the documentation elements required to establish and sustain medical necessity for maintenance therapy programs under current CMS guidance and targeted review criteria.
2. Recognize the most common deficiencies in 30-day reassessment documentation and apply a compliant structure that satisfies both clinical and regulatory standards.
3. Construct therapy goals that demonstrate skilled need, functional relevance, and measurable progress — the three components most frequently cited in claim denial rationale.
4. Evaluate your agency’s current therapy documentation practices against active audit criteria to identify systemic risk before a targeted review request is received.

Speaker Spotlight:

Natalie Venable, OTR/L, MOT is the CEO and Founder of Thrive Healthcare Solutions, a home health and hospice consulting firm based in New Braunfels, Texas. With a clinical background in occupational therapy and executive experience directing clinical excellence across large multi-branch home health organizations, she brings a rare combination of frontline documentation expertise and systems-level risk analysis.

Natalie holds certifications in COS-C, CHS-C, AFC- CP. She is a CHAP Certified Consultant and Certified Lean Healthcare Provider. She has contributed courses to Medbridge, partnered with CHAP for workshops, and consults actively on OASIS accuracy, PDGM, HHVBP/Star Ratings, federal audit response, and QAPI program development. Her consulting work provides direct access to the real-time denial patterns that form the foundation of this session.

AI in Home Health

Speaker: Michael Tidd, COS-C, HCS-D with HealthCare Synergy, Inc.

As AI becomes more common in Home Health and Hospice, agencies must balance efficiency with compliance and documentation integrity. This webinar will explore practical uses of AI, regulatory considerations, and safeguards agencies should understand to help protect reimbursement and reduce risk.

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

1. Understand the benefits AI can provide within your agency, including potential workflow efficiencies and time savings.
2. Discuss CMS viewpoints regarding AI use and how agencies can implement these tools while protecting compliance and documentation integrity.
3. Identify cautions associated with AI use and actions agencies should take to safely and effectively utilize these features.
4. Understand HIPAA considerations and the importance of protecting patient information when using AI tools

Speaker Spotlight:

Michael Tidd has over 20 years of experience in the Home Care Industry and is a frequent speaker at HealthCare Synergy Workshops and Webinars. He is a Software Developer, LVN, and Certified in ICD-9/10 Coding and OASIS (COS-C, HCS-D). As the Clinical Manager for HealthCare Synergy, he directs the Outsourced Management Services, assists in regulatory requirement of Synergy EMR, oversees the Clinical Documentation Auditing provided to clients, and participates on the clinical board for Synergy EMR. Michael continues to educate agencies on the ongoing regulations that CMS produces, the proper application of the Medicare Conditions of Participation, and completing timely, accurate, and defendable clinical documentation to survive in the current Medicare Reimbursement Model.

Revenue Cycle Optimization

Speaker: Scottie Strong, Founder of Strong Consulting Group Services

This session helps home health and hospice agencies evaluate how revenue cycle performance begins before admission and continues through referral acceptance, NOA/NOE timeliness, clinical documentation, billing review, LCD awareness, and claim follow-up.

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

1. Assess referral acceptance decisions using staffing, clinical capacity, payer requirements, financial exposure, and hospice cap awareness.
2. Explain the operational and payment impact of late NOA and NOE submissions, including hospice non-covered days and cap implications.
3. Identify practical points of interaction between intake, clinical, authorization, QA, and billing teams before claim submission.
4. Develop a revenue cycle monitoring process that reduces denials and prevents money from being left on the table.

Speaker Spotlight:

Scottie Strong is the founder of Strong Consulting Group Services and has served the home health and hospice industry since 1993. His work focuses on billing, administrative operations, Medicare reviews, compliance strategy, documentation, and agency workflow improvement.

Scottie has represented clients in well over 1,000 Administrative Law Judge hearings and has assisted with approximately 1,500 to 2,000 ADR reviews. He has also helped agencies respond to Focused Medical Review and develop strategies to return to a stronger compliance position.

Scottie also brings decades of experience working with Healthcare Synergy as an office automation consultant, sales consultant, and software design consultant, using the software as a tool to improve agency workflow, billing, documentation, and administrative efficiency. When OASIS was introduced in 2000, he worked with the State of California Department of Health Services to provide regional provider education on proper OASIS completion.

ADR Appeals & Response Readiness

Speaker: Scottie Strong, Founder of Strong Consulting Group Services

This session helps home health and hospice agencies understand how to identify ADR activity early, manage response timelines, review records before submission, organize the response packet, and preserve appeal readiness when deficiencies are found.

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

1. Identify practical methods for monitoring ADRs before and after formal notice is received.
2. Explain how to organize the ADR response process around timelines, record completeness, and clinical/billing consistency.
3. Recognize common documentation and claim deficiencies that can lead to denial or appeal exposure.
4. Apply a structured approach to ADR submission and first-level appeal readiness without relying on product-specific tools.

Speaker Spotlight:

Scottie Strong is the founder of Strong Consulting Group Services and has served the home health and hospice industry since 1993. His work focuses on billing, administrative operations, Medicare reviews, compliance strategy, documentation, and agency workflow improvement.

Scottie has represented clients in well over 1,000 Administrative Law Judge hearings and has assisted with approximately 1,500 to 2,000 ADR reviews. He has also helped agencies respond to Focused Medical Review and develop strategies to return to a stronger compliance position.

Scottie also brings decades of experience working with Healthcare Synergy as an office automation consultant, sales consultant, and software design consultant, using the software as a tool to improve agency workflow, billing, documentation, and administrative efficiency. When OASIS was introduced in 2000, he worked with the State of California Department of Health Services to provide regional provider education on proper OASIS completion.

More Coming Soon!

(Speakers and topics are subject to change without notice)