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Recordkeeping Mastery in a Hurry-Up World - September 27, 2019 - Grand Junction

Total Credits: 4

Kathy Weidner
4 CE hours
Available Dates:


Parntered with:



Please CLICK HERE TO REGISTER on KMCU's website!



Update on Location:

2474 Patterson Road

Grand Junction, CO 81505


Date & Time:

September 27, 2019

Documentation will from from 3:00pm-7:00pm


How to register:



About the course:


Program Length: 4 hours

Title: Recordkeeping Mastery in a Hurry-Up World

Presenter: Kathy (KMC) Weidner, MCS-P, CCPC, CCCA


Promotional Program Description:

Documentation and recordkeeping remain one of the most frustrating part of practice. Because it’s critical to cover all the bases of required elements, from meeting Rule 22 to including key information that protects in a malpractice case, to providing proper information for third-party reimbursement…it’s a lot. But attend this timely training with Kathy and you’ll find the key elements that help you mastering the basics of recordkeeping and risk management. Here’s your opportunity to get your answers right away, make sure you’re on track, and bulletproof your recordkeeping. Her distinctive approach to explaining case management always receives the rave reviews of attendees who say…” I finally understand this”. Join is to get the action steps and know-how necessary to immediately take control of your documentation and compliance.


Program Goals/Objectives: At the end of this program, the attendee will be able to: 


  • Understand the mechanics of the beginning of an episode of care from initial history to exam, diagnosis, and treatment planning
  • Master the requirements for daily treatment notes and re-evaluation according to Rule 22 guidelines
  • Establish medical necessity for care and understand whether that care meets the standards for third-party reimbursement, or is maintenance, wellness, or other forms of non-third-party reimbursed care
  • Understand the requirements for documenting primary subluxations vs. secondary compensations, especially when technique-specific protocols dictate multiple regions of treatment
  • Interpret compliance advice and regulations directly from the Federal Office of Inspector General; when we’re operating in compliance, it’s much easier to sleep at night


Program Outline:


Hour One: Documentation Overview, Definitions, and General Requirements

  • Signatures, legibility, and other basics of documentation
  • The layers of documentation and how to ensure nothing is missed
  • The difference between clinically appropriate care vs. medically necessary care when documenting the daily execution of your treatment plan for a cohesive account of the patient’s episodic journey


Hour Two: Case-Management-Driven Documentation

  • Report the mechanics of moving a patient from the beginning of an episode of care to initial history, exam, diagnosis, and treatment planning through daily visits that tell the story of the patient’s progress
  • Illustrate how proper case management meets federal documentation requirements for Medicare and other third-party payers, while documenting key components and milestones of “doctor thinking” activities
  • Understand the difference between incidents, bursts, and episodic care, including knowing when one ends and another begins
  • Understanding the transition between evaluation, management, and treatment


Hour Three: Risk Management and Recordkeeping Assessment in Federal Programs


  • Additional Medicare documentation and management requirements
  • Overview of the PART process for documenting subluxation
  • Clarity about Medicare’s definitions of medical necessity as well as acute, chronic, and maintenance care


Hour Four: Tie It All Together for Excellent Documentation


  • How Colorado’s rules and Medicare’s regulatory requirements apply to recordkeeping
  • Performing internal audits of your documentation to confirm requirements are met
  • OIG compliance and risk management as it applies to documentation


Kathy Weidner's Profile

Kathy Weidner Related seminars and products:


Since 1983, Kathy Mills Chang has been providing Chiropractors with hands-on training, advice and tools to improve the financial performance of their practices.  Kathy is a Certified Medical Compliance Specialist (MCS-P), a Certified Professional Chiropractic Coder (CCPC) and a Certified Clinical Chiropractic Assistant (CCCA) Kathy is not only a well-known and sought-after speaker, but has served in National and State level Chiropractic Organizations, sits on diverse boards and advisory councils related to the profession, and is frequently invited to address Chiropractors in important conferences and seminars around the country. 


In 2007, Kathy Mills Chang, Inc. was created to help chiropractors make and keep more money. As THE chiropractic reimbursement and compliance experts, their training arm, KMC University, effectively analyzes and enhances the financial performance of Chiropractic practices. Specializing in coding, documentation, insurance, patient financial procedures, Medicare and compliance, Kathy leads a team of over 30 professionals to deliver these solutions to the profession, both personally and virtually… making the implementation quick and cost-effective. You can find out more about KMC University at

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