LTC Funding and Reporting: Updates and Essentials

September 10, 18, and 24, 2024 (3-part webinar series)

Members: $350 (series must be purchased as a set) Non-Members: $480

Long-term care funding and reporting is ever-changing. This annual webinar series ensures that your home stays current not just on the basics but also the latest programs, requirements and tools for sound and informed budget planning and financial management. The only education of its kind in Ontario, this must-attend series will cover funding envelopes, budgeting best practices, the finer points of reporting, and how to optimize your work with key assessment and data systems at a time when these are in transition.

Part 1 September 10, 2024 9:00 am - 12:30 pm EST		Funding Basics and Budgeting Best Practices > Understand the different funding envelopes, associated policies and changes, including per diem funding, occupancy and acuity-adjustment policy and cash flow policy. > Review requirements and get Ministry updates on funding for 2024/25 and beyond related to staffing supplementary/4 hours of care funding and other staffing funding programs. > Deepen your knowledge about best practices and strategies for budget planning and reporting as well as how to keep track of different funding buckets. Explore the session's speakers! Mark Schroter, Team Lead, Financial Policies and Procedures Unit, Ministry of Long-Term Care (MLTC) Vanessa Aspri, Manager, Quality and Innovation Unit, Strategic Initiatives Branch, Ministry of Long-Term Care (MLTC) Maya Berinzon, Team Lead, Long Term Care Staffing Supply Branch, Ministry of Long-Term Care (MLTC) Sarah Burrell, Manager, Quality and Innovation Unit, Strategic Initiatives Branch, Ministry of Long-Term Care (MLTC) Miranda Itwaru, Senior Staff Advisor, Ministry of Long-Term Care (MLTC) Abonti Mukherjee, Senior Financial Policy Advisor, Financial Policies and Procedures Unit, Ministry of Long-Term Care (MLTC) Jonathon Bingeman, VP Finance & Digital Transformation, Providence Manor
Part 2 September 18, 2024 9:00 am - 12:30 pm EST		The Finer Details of Reporting: Processes and Bad Debt Management > Review the annual reporting process and how to manage bad debt, including updates to the LTC Home’s Annual Report (formerly known as ARR) template, reporting of one-time Other Accommodation (OA) funding, and supplementary funding. > Receive an overview and key details for working with the Ontario Healthcare Reporting Standards (OHRS), the Ontario Healthcare Financial and Statistical System (OHFSS), and learn how trial balance data are used, such as through the Health Indicator Tool (HIT). > Find out about lessons learned from a member’s home on their process strategy. > Hear about the benefits of AdvantAge Ontario’s Data and Analytics Service, its annual LTC Expenditures Report and HR Benchmarking Report and insights from this work, and how you can benefit from this members-only data that is not available anywhere else. Explore the session's speakers! Richard G. Lee, Business and Fiscal Planning Advisor, Ministry of Health and Ministry of Long-Term Care Anne Ahmadloo, Business & Fiscal Planning Advisor, Ministry of Health, Ministry of Long-Term Care John Bentum-Williams, Information Management Data Analyst, Data & Quality Standards, Data Standards Unit, Ministry of Health Yoseph Asfaw, Business Advisor (Acting), Data Standards Unit, Ministry of Health Blu Desrosiers, Corporate Services Manager, Sherwood Park Manor Amit Joshi, Director, IT Innovations and Data Strategy, AdvantAge Ontario
Part 3 September 24, 2024 9:00 am - 12:30 pm EST		Using Data to Inform Budgeting and Financial Planning > Update your knowledge about data available from the Canadian Institute for Health Information (CIHI) and how to use it and the InterRAI Long-Term Care Facilities (LTCF) assessment system. > Get an overview and updates about the Case Mix Index (CMI), how it impacts LTC funding, and learn about the relationship between it and the Resident Assessment Instrument. > Enhance your understanding of how to use and interpret your home’s resident assessment data, how to maximize your CMI and use it to estimate your funding and hear how to prepare for a transition to the InterRAI LTCF assessment system. Explore the session's speakers! Jacqueline Smit, Canadian Institute for Health Information (CIHI) Priyam Paul, Canadian Institute for Health Information (CIHI) Sudha Krishnan, Senior Methodologist (A), Health Sector Models Branch, Hospitals and Capital Division, Ministry of Health Metoo Mach, Senior Financial Policy Advisor, Ministry of LTC Ontario Suja Suntharalingham, Ministry of LTC Ontario Bradley Shaw, Ministry of LTC Ontario Melissa Norman, Director, Quality and Interprofessional Care, Perley Health

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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 resident co-payments, the LTC Rate Reduction Program, and other initiatives to support long-term care residents such as the Preferred Accommodation Top-Up. She has previously worked in the Ministry of Transportation on the Community Transportation Grant Program. Abonti is a graduate from the University of Toronto where her studies focused on health policy, urban public policy and sociology.

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.

John Bentum-Williams is working as Information Management Data Analyst within the Data Standards Unit, Health Data Branch at the Ministry of Health. In this role, John provides support and implementation of the Ontario Healthcare Reporting Standards (OHRS) and Trial Balance submission to the community sectors. Having over 10 years of experience working with data reporting and standards across the sectors.

Yoseph Asfaw, Business Advisor (Acting), Data Standards Unit, Ministry of Health

Yoseph Asfaw is working as a Business Advisor within the Data Standards Unit, Health Data Branch at the Ministry of Health. Yoseph brings over 18 years of experience working on healthcare data, particularly Long-Term Care data collections, reporting and data standards.

Yoseph has led the data standards for a number of key COVID-19 data collections in both MOH and MLTC and works closely with the data standards team on supporting long-term care homes and community support services agencies understand the Ontario Healthcare Reporting Standards (OHRS) requirements for the Trial Balance data submission.

Jonathon Bingeman, VP Finance & Digital Transformation, Providence Manor

Jonathon Bingeman is the Vice President, Finance and Digital Transformation at Providence Care, a Kingston-based academic health system focused on specialized care in aging, mental health, and rehabilitation. His portfolio encompasses finance, information management, and information technology across Providence Care’s operations including hospital, transitional care, long-term care, and community programs. Prior to joining Providence Care, Jonathon spent several years with both Hamilton Health Sciences and Deloitte in a variety of roles covering treasury, capital planning, data analytics, and financial controllership. Jonathon is a Chartered Professional Accountant (CPA, CA) and holds an MBA from the Smith School of Business at Queen’s University.

Blu Desrosiers, Corporate Services Manager, Sherwood Park Manor

Blu has spent two years in the Long-Term Care industry, focusing on finances and management, while completing his Long-Term Care Executive Leadership program via CHA Learning. He currently assists in the operational management of Sherwood Park Manor, in Brockville, as a Corporate Service Manager.

His background is eight years in small/medium sized business finances, residential/commercial construction, and entrepreneurship. His educational background is a bachelors degree in Accounting from Brock University, that was awarded in 2015.

Jacqueline Smit, Team Lead, Clinical Standards and Training, Specialized Care Standards and Engagement, Canadian Institute for Health Information (CIHI).

As the Team Lead for Clinical Standards and Training for Specialized Care Standards and Engagement at CIHI, Jacqueline leads strategic and operational activities related to the development, enhancements, promotion, training, education, and implementations in the use of Specialized Care data standards and standardized assessments across Canada.
Her experience in nursing, healthcare project management, health policy and procedures, information management and information technology systems and standards have been used to manage system change and integration in a variety of health care settings.

Priyam Paul, Senior Analyst, Data Management, Specialized Care Data Management, Canadian Institute for Health Information (CIHI).

As a Senior Analyst in the Data Management department within the Specialized Care branch at CIHI, Priyam works on operational activities related to development, programming, reporting, data analysis, the Integrated interRai Reporting System (IRRS) and consultation on IRRS-related projects such as the development of new reporting tools. He is also involved in helping jurisdictions across Canada understand how IRRS works from a technical and data submissions perspective, so they are better prepared to adopt the new system.

He has a background in agile project management, data analytics, health informatics, public health and programming. He has used his experience to work on and improve the collection and reporting infrastructure of healthcare data at various levels in the healthcare system within Ontario and now across Canada.

Metoo Mach is a Senior Financial Policy Advisor with 15 years of experience working for the Ministry of Health and the Ministry of Long-Term Care. Throughout her career, she has held roles in multiple branches within these ministries, gaining extensive experience in leading and supporting initiatives focused on evidence-based funding models and enhancing long-term care fiscal planning, financial policies, and programs in Ontario. She has successfully led and supported treasury board submissions, securing funding for Bill 124, COVID-19 Prevention and Containment, and the Local Priorities Fund.

Sudha is a Senior Methodologist at Health Sector Models Branch in Ministry of Health. As the former technical lead in LTC Case Mix Index (CMI) portfolio, she calculated CMIs for all LTC Homes and provided funding options for NPC envelope based on LTC CMI. She currently works on funding forecasts for Region managed Quality Based Procedures.

Yoseph Asfaw, Business Advisor (Acting), Data Standards Unit, Ministry of Health

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. 

Melissa Norman is currently the Director, Quality and Interprofessional Care at Perley Health, a community of care in Ottawa Ontario, that is home to more than 600 Seniors and Veterans in long-term care and in independent apartments. She provides leadership in the areas of continuous quality improvement, knowledge translation, enterprise risk management, RAI-MDS, performance management 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.

Ying Liu, Senior Methodologist, Health Sector Models - Hospital & Community Models Unit, Ministry of Health

Sudha Krishnan, Senior Methodologist (A), Health Sector Models Branch, Hospitals and Capital Division, Ministry of Health

Kelly Mireault, Divisional Controller, Health & Emergency Services, County of Simcoe, Corporate Performance Division

Amit Joshi, Director IT, Innovation, Data Analytics and Capital Development, AdvantAge Ontario

Amit Joshi is the Director of IT Innovation, Data Analytics and Capital Development at AdvantAge Ontario, where he is responsible for leading the association's growth in data analysis and technological innovation. To his role, he brings more than 22 years of experience in the not-for-profit sector across multiple industries, including retail and health care, with a focus on data migration and analysis, business intelligence, and process reengineering.

Amit holds a Bachelor of Commerce from Ryerson University with a major in knowledge and database management and a Master of Arts in Information Systems and Technology from York University, focusing on AI, machine learning, information retrieval, and data visualization.

Amit's leadership style helps shape transformative strategies, propelling organizations toward data-driven success.

Melissa Norman, Director, Quality and Interprofessional Care, Perley Health

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 ON. She 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.

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.

Erin Schenk, Team Lead, Quality and Innovation Unit, Ministry of Long-Term Care (MLTC)