LTC Funding and Reporting in 2022: What’s New, What’s Necessary

Janu Sritharan is a Senior Policy Advisor in the Quality and Innovation Unit of the Strategic Initiatives Branch at the Ministry of Long-Term Care (MLTC). At the MLTC, Janu is leading and supporting the implementation of the Staffing Increase portfolio. She has several years of experience in leading health sector policy development, including long-term care, through various positions held at different levels of government administration. Janu holds a master’s degree in Public Policy, Administration and Law.

Erin Schenk is a Team Lead in the Quality and Innovation Unit of the Strategic Initiatives Branch at the Ministry of Long-Term Care (MLTC). Erin joined the Ministry in February 2022 and is currently leading and supporting key staffing initiatives. Prior to joining MLTC, Erin has worked in various positions at other ministries (e.g., transportation; environment, conservation and parks; colleges and universities; seniors and accessibility), since 2006. 
Mark is the team lead of the Financial Policies and Procedures Unit in the Funding and Programs Branch at MLTC.  He has worked in the Ontario Public Service for ten years, with previous roles at Treasury Board Secretariat and the Ministry of Health.

October 5, 12, 19, 2022
(Note: Sessions must be purchased as a set)

Sponsored by

Unique Education for the LTC Sector!

Members: $285
Non-Members: $410

No home can afford to be out of the loop on current practices, updates or expected changes related to Ontario’s long-term care funding and reporting procedures. Advantage Ontario guides you through it with insight directly from Ministry and member home representatives and experts. Whether you’re new to long-term care financial management or are an experienced manager keen to enhance your knowledge, don’t miss this once-a-year opportunity for the only education of its kind in Ontario. We’ll cover everything from preparing and reporting a budget to the board, to annual reconciliation and staffing reporting, to best practices, to impacts of COVID-19 and the 4 hours of care requirement on provincial funding policies and Ministry direction on staffing reports. Get your questions answered and demystify requirements for this key operational area.

Day 1
Wednesday, October 5, 2022
9:00 am - 12:30 pm

  LTC Funding and Reporting Processes: Essentials and Updates
> Understand Level of Care funding envelopes and other long-term care funding sources, including the Long-Term Care Staffing Increase Funding Policy.
> Find out about Ministry directions for the 4 hours of direct care requirement and staff reporting.
> Stay updated about the Resident Co-Payment and Rate Reduction Program and learn about the process one member home uses for budget reporting to its board.
> Through a panel discussion, engage in a direct conversation with experts, hear their insights, and ask questions on LTC funding and budgeting.

Explore the session's speaker!
Janu Sritharan, Senior Policy Advisor, Ministry of Long-Term Care
Erin Schenk, Team Lead, Ministry of Long-Term Care
Mark Schroter, Team Lead, Ministry of Long-Term Care
Abonti Mukherjee, Policy Analyst, Ministry of Long-Term Care
Lily Chen, Integrated VP, Finance & Information Services/CFO
Jennie Bingley, Senior Financial Analyst, Lanark County
Brent Martin, Chief Financial Officer, Fairview Parkwood Communities

Day 2
Wednesday, October 12, 2022
9:00 am - 12:00 pm   

  The Annual Reporting Process and Managing Bad Debt
> Review the Annual Reporting process, how to reconcile bad debt and hear about the bad debt process used by a member home.
> Understand how the LTCH Ontario Healthcare Reporting Standards (OHRS) and Management Information System (MIS) Standards work and how to use them in your reporting.
> Get practical insights from an experienced Long-Term Care Home on ARR, Occupancy Report, Staffing Report, the relevant Risk Areas, and Bad Debt Management

Explore the session's speaker!
Richard G. Lee, Senior Financial Analyst, Long-Term Care Homes Unit, Ministry of Health and Ministry of Long-Term Care
Rita Yip, Business Advisor, Health Data Branch, Ministry of Health and Ministry of Long-Term Care
Yoseph Asfaw, Acting Business Advisor, Data Standards Unit, Health Data Branch, Ministry of Health
Kelly Mireault, Divisional Controller, Health & Emergency Services, County of Simcoe, Corporate Performance Division

Day 3
Wednesday, October 19, 2022
9:00 am - 12:00 pm

  Connecting the Dots: The Effective Use of RAI and CMI Data
> Review the Case Mix Index (CMI), hear the updates and learn how the CMI impacts your funding.
> Get practical insights from a member home on how to work with Resident Assessment Instrument (RAI) data and how to calculate your home’s CMI.
> Gain an understanding of data available from the Canadian Institute for Health Information (CIHI) as well as other products and services long-term care homes can access for analytic and improvement purposes.

Explore the session's speaker!
Saul Melamed, Manager, Client Affairs Ontario, Canadian Institute for Health Information
Margaret Mao, Manager, Health Sector Models Branch, Ministry of Health
Ying Lui, Senior Methodologist, Health Sectors Models Branch, Hospitals and Capital Division, Ministry of Health
Melissa Norman, Manager, Quality Improvement and RAI, The Perley and Rideau Veterans’ Health Centre


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Cancellations: Cancellations will be accepted up to five working days prior to the date of the program less a 15% administration fee that will apply regardless of the status of payment. Registrants who fail to attend the program or cancel after the deadline date shall be liable for the full fee. There is no charge for delegate substitutions. The AdvantAge Ontario Education Department reserves the right to cancel or reschedule this program.

Abonti Mukherjee joined the Funding and Programs Branch at the Ministry of Long-Term Care in 2021. Since then, she has worked closely on the LTC Rate Reduction Program which helps subsidize the cost of long-term care for low-income seniors, as well as other initiatives to support long-term care residents. She has previously worked in the Ministry of Transportation on the Community Transportation Grant Program. Abonti is a recent graduate from the University of Toronto where her studies focused on health policy, urban public policy and sociology. 

Lily Chen is currently the integrated VP, Finance and IT with St Joseph’s Health Center Guelph and St Joseph’s Life care Brantford.  She provides the overall strategic vision and leadership for Finance, Capital Planning, Information Systems, Communication and Technology Services (ICT), Nutrition Services, Environmental Services, Health Records, Decision Support, Purchasing and Materials Management.  Lily also leads initiatives that optimize corporate performance by connecting services across the system, while ensuring that his/her respective teams provide a highly customer-oriented approach to all key stakeholders.  Additionally, she acts as the Administrator of St. Joseph’s Housing Corporation which includes managing the contract with the property management company of the residences, overseeing the corporation’s finances, and acting as a resource for development opportunities to advance the “Campus of Care” vision.  Lily also sits on the Finance working groups for the Guelph Wellington OHT and Brantford Brant OHT.

I am a Chartered Professional Account who has worked in municipal government for 25+ years.  I have worked primarily in finance roles and was the Director of our municipal long-term care home for three years. I have always been passionate about long-term care finances and am proud to support the home. Personally, I am passionate about spending time with my grandchildren. 

Brent currently serves as the Chief Financial Officer for Fairview Parkwood Communities, a not-for-profit charitable organization that operates two campuses in Cambridge (Fairview Mennonite Home) and Waterloo (Parkwood Mennonite Home).  In almost 30 years of experience in the sector, he has previously worked in several other similar organizations as both Executive Director and Senior Financial Manager.

Richard Lee is a Business and Fiscal Planning Advisor with the Ministry of Health and the Ministry of Long-Term Care. He is a CPA CMA and has over 10 years of experience administering funding to the long-term care home sector. Richard organizes the development and implementation of  the Subsidy Calculation Worksheet, Annual Reconciliation Report and Overall Reconciliation in accordance with new, discontinued and revised long-term care home financial policies. He is contacted regularly by the sector for guidance on the ministry’s long-term care home financial regulations, polices and processes. 


Rita Yip is a Business Advisor in the Health Data Branch, Capacity Planning and Analytics Division, Ministry of Health.  She leads the enhancement of the Ontario Healthcare Reporting Standards (OHRS) related to Long Term Care Homes and data collection for other healthcare sectors.  The OHRS provides a framework to collect financial and statistical data based on provincial information needs.  Rita is a Certified Management Accountant, Chartered Professional Accountant and Certified Business Continuity Professional, and has over 10 years of experience working with various health datasets and data standards. 

Saul Melamed has been on a self-guided tour of Ontario’s healthcare system for about 20 years.  He’s enjoyed working with hospitals, the Ministry of Health, the LHINs, Cancer Care Ontario, children’s mental health providers and now CIHI.  In his current role he’s responsible for CIHI’s Stakeholder Management in the Ontario context.  He can connect you with the relevant CIHI experts and resources to address your health information needs. 

Melissa Norman is currently the Manager, Quality Improvement and RAI at the Perley and Rideau Veterans’ Health Centre, a 450-bed long term care home in Ottawa ONShe provides leadership in the areas of quality improvement, enterprise risk management, RAI-MDS, accreditation, organizational performance and business planning.  Melissa holds a Masters in Health Administration from the University of Ottawa, is LEAN green belt certified, RAI certified and has completed the IDEAS Advanced Training Program in Quality Improvement sponsored by the Ministry of Health and Long-Term Care. 

She has joined the public sector since 2009. As a Senior Methodologist at Health Sector Models Branch at the Ministry of Health, she has brought essential technical skills in automating and improving efficiency of the current health care allocation model. As a technical lead in LTC Case Mix (CMI) portfolio, she successfully optimized the process of LTC CMI updates and created various tools to track the changes in CMI and funding impacts. In addition, she has applied data mining and SAS (Statistical Analysis System) skills in various program policy development, implementation and evaluation, and funding structure review.

Yoseph Asfaw is working as an Acting Business Advisor within the Data Standards Unit, Health Data Branch at the Ministry of Health. In this role, Yoseph provides support to ensure long-term care homes understand the Ontario Healthcare Reporting Standards (OHRS) requirements for the Trial Balance data submission.  Having over 16 years of experience working on long term care data collection/reporting, project management and data standards, he was recently assigned to supporting priority COVID-19 related data collection projects where he has been instrumental in working with stakeholders on data definitions/standards to support Ontario data requirements.  
Kelly has worked with the County of Simcoe for six years as part of the Health & Emergency Services Finance team, recently taking on the title of Divisional Controller.  She is a CPA, CA and has worked as a regulator for public companies and starting at an audit firm.  The County of Simcoe operates four long-term care homes along with other housing models for seniors.  Kelly has prepared, and is now responsible for, the financial filings required by the Ministry of Long-Term Care for the homes.

Margaret Mao is the Manager (Acting), Hospital and Community Models Unit of Health Sector Modelling Branch with Ministry of Health. Margaret has been working for the Ministry over 15 years. She has gained comprehensive knowledge and hands-on experience in funding models, costing methodologies, and financial, statistical and clinical reporting standards. In recent years, she has been leading the team to develop and enhance various evidence-based funding models and analytical products for both hospital and community sectors to support the government priorities.