2023 Conference Documents

 

Note: Not all sessions will have documents. 

Some documents may not get posted until after conference. 

Monday – August 28, 2023 

12:00 P.M. – 1:00 P.M. Roundtable Lunch  

Discussion  

 Presented by: Julie Spurgeon, County Reporting Officer,  FOD (DHS) 

 Shelley Koen, Accounting Supervisor (Minnesota Prairie  County Alliance) 

Julie will provide information on some select legislative items  

that have a county fiscal impact as well as some general updates. 

Shelley will provide information about the MCHHSA blog  

including what it features and future plans. She will also discuss  

the Grant Tracking Focus Group and future meetings/plans.  

Hint, Rule 5 training is on the horizon.

 Click here for Session Documents - Roundtable Discussion 

1:45 P.M. – 3:00 P.M. 1. Comedian. 2. One who has made mistakes and is  determined to repeat the fun ones. 

 Presented by: John Deboer 

It has been said, there are only two ways you can go in life after  

making a mistake. Learn from it and move on, or don’t learn  

from it and stay where you are. John DeBoer has chosen a third  

route: Write a joke about it and share it with the masses. His  

nerve-hitting show flows from the devious side of childhood to  

the never-ending pressures of our times. 

Watching John on stage takes the audience on a roller coaster of  

seeing their own blunders or faux pas’, and then being  

compelled to laugh at them. Falling somewhere between “The  

Next John DeBoer of Comedy”, and “the best you can do on  

short notice”, he takes us on a ride we’ve all been on, yet  

somehow failed to see the humor in the first time through. 

3:15 P.M. – 4:30 P.M. TCM Redesign  

Update 

Presented by: Sarah Orange, Manager, Population Health  

Innovation (DHS) 

Michaelyn Bruer, Policy Analyst, Population Health  

Innovation (DHS) 

Michaelyn and Sarah will be sharing information relating to the  

ongoing work of the Case Management Redesign (CMR)  

Finance Team. We hope you can join us for an overview and  

update of the current scope of the CMR work and current  

planning underway related to the new statewide rate  

methodology and related processes for county provided  

Targeted Case Management (TCM) on a fee-for-service basis.  

Throughout the presentation there will be time for discussion,  

questions, and feedback. 

Click here for Session Documents - Case Mngt Framework 

Click here for Session Documents - TCM Redesign

Tuesday – August 29, 2023 

8:30 A.M. – 9:45 A.M. MAXIS Collection  

Collections 

  

 Presented by: Scott Wotzka, TOP Coordinator/Claims  

Specialist (DHS) 

Katie Davis, Systems Accountant, FOD (DHS) 

 Melinda Robertson, Accountant (Lac qui Parle  

County) 

 We will walk step by step from posting claim  payments in MAXIS, to DHS creating the invoices for billing  

the participation rates of the collection activity, to the county  

reconciling the information to make sure everything has been  

entered and remitted accurately. 

Click here for Session Documents - MAXIS Collections 

8:30 A.M. – 9:45 A.M. PTLR, OHP Reimbursement Aid, LHPA, &  SAHA  

Presented by: Bill Sparks, Program Administrator,  

Auditor/Treasurer Services Unit, Property Tax  

Division, Department of Revenue 

Kristie Strum, Supervisor, Auditor/Treasurer Services Unit, Property Tax  

Division, Department of Revenue 

Bill will give a brief overview of the Property Tax Levy Report (PTLR) and  

explain what the report is used for by the Department of Revenue (DOR). Bill  

and Kristie will also give a presentation on the three newest grants that DOR  

administers, the Out-of-Home Placement Reimbursement Aid, the Local  

Homeless Prevention Aid (LHPA), and the Statewide Affordable Housing Aid  

(SAHA). You will learn the basics of these state categorical aid monies, what  

this funding should be used for, and what reporting requirements there will be. 

Click here for Session Documents DOR - Summary 

Click here for Session Documents - Session PDF 

8:30 A.M. – 9:45 A.M. MN Government Data Practices Act  (MGDPA)

Presented by: Karen Clayton Ebert, Senior Staff Counsel for  

Risk Control (MCIT) 

Most of the letters, reports and e-mails public employees collect,  create, receive, maintain or disseminate related to the  

government entity’s operations are data subject to the Minnesota  

Government Data Practices Act (MGDPA). This session  

provides an overview of what staff need to understand about the  

law to facilitate compliance. 

Click here for Session Documents - MGDPA 

8:30 A.M. – 9:45 A.M. TCM Redesign  

(Repeat) 

  

Presented by: Champ Software 

Staff from Champ Software will provide an update/overview of  

Nightingale Notes for MDH and address general questions  

related to the program. There will be ample time to take your  

questions and suggestions. 

Click here for Session Documents - Case Mngt  

Framework 

10:00 A.M. – 11:15 A.M. MA Estate Recovery – 

Overview   Presented by: Greg Lulic, County Liaison, SRU (DHS) 

 Greg’s session will review Estate Recovery topics such as  claims histories, death match reports, legal documents, multiple  

county issues, funeral policy, and identifying documents and  

interest in property for recovery. Greg will also touch on  

recovery on bank accounts, Clearance Certificates, and Notice  

of Potential Claims. 

Click here for Session Documents - MA Estate Recovery Overview 

10:00 A.M. – 11:15 A.M. Overview of Internal  

Controls 

Presented by: Juli Mader, Audit Director, Office of the State  

Auditor 

Julie Blaha, Minnesota State Auditor, Office of  

the State Auditor 

An overview of internal controls will be given including a  

discussion on what could go wrong and specific considerations  

for health & human services. 

Click here for Session Documents - Overview of Internal  

Controls 

10:00 A.M. – 11:15 A.M. Blue Cross Blue Shield of  

Minnesota  

Presented by: Shelagh Kalland, Senior Director, Medicaid  

Business Implementation, BCBS of  

MN  

  

In this session, an overview of claims submission guidelines will  

be covered. We will look into the top five claim errors and how  

to resolve. Information will be provided on how to submit  

claims including use of the claim entry tool in the Blue Cross  

clearinghouse (Availity), how to determine the need for a prior  

authorization, and where fiscal staff can go if they have  

questions. 

Click here for Session Documents - MCO Billing BCBSM 

10:00 A.M. – 11:15 A.M. PH  

Doc 

 Presented by: Tanya Ruth and Mary Thompson, Avenu  

Insights and Analytics 

Lavelle Kroontje, Accounting Technician  

(Cass County) 

Lacey Schermann, Accounting Technician  

(Cass County) 

A presentation of the PH-Doc software application will be  

provided with an overview of the system with an emphasis on  

the time entry, grant reporting, electronic healthcare claiming 

and receipting. The PH-Doc application interfaces with  

clearinghouses for claim submission and electronic remittances.  

Remittances can be receipted back into the application for  

payments against the claims. In this overview, a presentation  

will be done to show how PH-Doc interfaces with SSIS to pull  

timecards into the PH-Doc system for Prepaid Health Plan  

claiming. Once the timecards are brought into PH-Doc, the  

process makes use of the electronic healthcare claiming and  

remittance process which eliminates any manual processing.  

Staff will be available to answer any questions about the PH 

Doc system. 

Click here for Session Documents - PH Doc 

11:30 A.M. – 12:45 P.M. MA Estate Recovery – Probate  

Expenses  

 Presented by: Mark Eekhoff, Staff Attorney, HCIA  (DHS) 

 Mark will cover medical assistance estate recovery expenses  for collection cases involving probate and also touch on Transfer  

on Death Deed (TODD). 

Click here for Session Documents - Estate Recovery in Probate 

Click here for Session documents - ER in Probate 

11:30 A.M. – 12:45 P.M. Minnesota’s Demographic  

Future  

 Presented by: Susan Brower, Minnesota State  Demographer 

The next two decades will bring big changes to the Land of  

10,000 Lakes. Susan Brower, Minnesota’s state demographer,  

will discuss the changing demographic patterns in Minnesota,  

and describe how demographic shifts are likely to play out in the  

years ahead. Join us for a discussion about what these changes  

will mean to current and future residents of Minnesota. 

Click here for Session Documents - MN Demographic Future

11:30 A.M. – 12:45 P.M. Medica 

 Presented by: Katie Foster, Provider Trainer, Operations, Medica Danielle Bean, Manager of Claims Operations, Medica 

 In this session, an overview of claims submission guidelines will be  covered. We will look into the top five claiming errors and how to resolve.  Information will be provided on what clearinghouses counties may use for  

submission, when prior authorizations need to be obtained, and where fiscal staff can  go if they have questions. 

Click here for Session Documents - Medica 

11:30 A.M. – 12:45 P.M. Public Health  

Grants 

Presented by: Elizabeth Taylor-Schiro, Title V Maternal and  

Child Health Grant Coordinator (MDH) 

Catherine Biringer, Planner Senior State,  

Community Initiatives Unit (MDH) 

Rebecca Gruenes, Nutrition & Clinic Services Unit  

Supervisor, WIC (MDH) 

Staff from MDH will provide an update/overview of Family  

Home Visiting, Title V, and WIC. They will address general  

questions related to grant management at MDH and offer ample  

time to take your questions. 

Click here for Session Documents - Common Grants Tool for CHBs 

Click here for Session Documents - FHV 

Click here for Session Documents - WIC 

Click here for Session Documents - LPHG Covid 

Click here for Session Documents - CDC-RFA-OE22-2203 

Click here for Session Documents - PHEP 

Click here for Session Documents - Title V

1:45 P.M. – 3:00 P.M. MA Estate Recovery – Q &  

A  

 Presented by: Mark Eekhoff, Staff Attorney, HCIA  (DHS) 

Medical Assistance estate recovery is an ever evolving area that  

has changed greatly in the past five years. It is important for  

counties to be advised of the changes with current policies. This  

session is open as a round table discussion for any questions you  

have on medical assistance estate recovery. What are counties  

experiencing? What lies ahead? Mark will facilitate this  

discussion and answer anything related to estate recovery. 

Click here for Session documents - Estate Recovery Q & A 

1:45 P.M. – 3:00 P.M. Title IV-E Foster  

Care  

 Presented by: Paula Katzenmeyer, Title IV-E Trainer  (DHS) 

 Debbie Retterath, Title IV-E Trainer  (DHS) 

The Title IV-E trainers will cover the Title IV-E eligibility  

requirements, how foster care placement details are  

communicated between SSIS and MAXIS, why it’s so important  

to maintain accuracy in both SSIS and MAXIS, and how  

inaccurate entries in either system may produce proofing  

messages/errors that impact the Child Foster Care Report and  

claiming Title IV-E reimbursement. 

Click here for Session Documents - IV-E Foster Care 

Click here for Session Documents - IV-E FC Trainers 

1:45 P.M. – 3:00 P.M UCare 

Presented by: Brenda McIlveen, Provider Experience Manager, Provider  Services, UCare

Kevin Melnick, Provider Field Representative – South  

Region, UCare 

 Kathy Campeau, Provider Field Representative – North  

Region, UCare 

In this session, the team will provide an overview of the UCare  

Provider Website, Provider Portal, and Provider Manuals. We  

will share important UCare operational information (i.e. claim  

operations, authorizations, service support), and who to contact  

when you need assistance. 

Click here for Session Documents - UCare 

1:45 P.M. – 3:00 P.M. Public Health  

Grants 

 Presented by: Amy Smith, Emergency Preparedness and Response  Division (MDH) 

 DeeAnn Finley, Community Health Division (MDH) 

Alicia Waters, Community Health Division (MDH) 

Staff from MDH will provide an update/overview of PHEP,  

LPH Grant, COVID, CDC infrastructure and address general  

questions related to grant management at MDH. There will be  

ample time to take your questions. 

Click here for Session Documents - Financial Guide for MDH  

Grants to Community Health Boards 

Click here for Session Documents - Major community health  

board funding sources in MN 

Click here for Session Documents - CDC Federal Infrastructure  

Grant 

3:15 P.M. – 4:30 P.M. MCHHSA  

Business Meeting  

 

We will discuss business items on the agenda, announce the  

MCHHSA member of the year with plaque presentation, and  

have the grand prize drawing! 

Click here for Session Documents - Business Mtg Packet 

3:15 P.M. - 4:30  

P.M. Resource Session 

Stop by the Resource Session to ask your questions or discuss  

other topics with representatives from the healthcare plans and  

various vendors. 

Wednesday, August 30, 2023 

8:30 A.M. - 9:45  

A.M. Adobe Acrobat 

Presented by: Linda Muchow, Technology Specialist, Alexandria Technical &  

Community College 

Learn some helpful tips and tricks for using Adobe Acrobat in  

the accounting world. This session will show how to edit text  

and add graphics, redact information, create a fillable form, and  

add basic formulas in pdf files. Linda will also show the  

import/export feature for Microsoft Word and Excel. 

Click here for Session Documents - Adobe Acrobat DC 

Click here for Session Documents - Adobe Fillable Forms 

8:30 A.M. - 9:45 A.M. IRS – Form  

1099 

 

Presented by: Wendy Speelman, Revenue Agent, IRS – Tax  

Exempt/Govt Entities, Federal, State, and Local Governments 

This session will review the who, what, when, why, and how to  

complete 1099-NEC vs. a 1099-Misc. Wendy will explain why  

the IRS created the 1099-NEC and give examples of when to  

use them. 

Click here for Session Documents - IRS - Form 1099 

Questions from 1099 Outreach 

8:30 A.M. - 9:45 A.M. Pavillio Demonstration  

Presented by: Praba Manivasager, President, Cashé Software 

A demonstration will be given using Pavillio software for  

healthcare claiming. You can use this to submit healthcare  

claims to DHS as well as the managed care option (mco) health  

plans. Cashé Software worked with Washington County to  

develop a system that interfaces with SSIS to automatically pull  

claims to submit via Availity and then upload the remit data  

back into the program to easily track which claims paid,  

partially paid, or denied. Fiscal staff using this software program  will no longer need to track data across multiple spreadsheets or  

pdf remittance advices anymore. 

8:30 A.M. - 9:45 A.M. Child Income  

Redirect/Parental Fees  

Presented by: Lori Hanson, Collections Program Trainer  

(Dakota County) 

A workgroup was created to create procedures for counties to  

remain in compliance with the new MN Statute and DHS  

guidelines for only collecting on out-of-home placements when  

it will not cause an undue hardship for the family. Lori will give 

an update of the workgroup’s progress and determinations. She  

will also share how Dakota County set up a waiver committee to  review hardship waiver requests for parental fees and child  

income redirection. 

 Click here for Session Documents - Board  Resolution 

Click here for Session Documents - 2023 Legislative Language Click here for Session Documents - Cost of Care Bill 

Click here for Session Documents - Child Income Redirects & Parental Fees Click here for Session Documents - Reference Materials 

10:00– 11:15  

A.M. Microsoft Excel 

Presented by: Linda Muchow, Technology Specialist, Alexandria Technical  

& Community College 

Microsoft Excel may be considered a fiscal person’s best friend.  

The demo will show how the exported healthcare claim data  

from SSIS can be cleaned, modified, and formatted to a .csv file  

to upload into the HealthEC clearinghouse. Even if your  

department does not use this process for healthcare claiming, we  

still encourage you to join us to build on your current skills and  

learn some helpful tips and tricks for navigating and using this  

popular software program. 

Click here for Session Documents - SSIS Excel Export 

Click here for Session Documents - Excel Shortcuts 

Click here for Session Documents - Windows 10 Shortcuts

10:00 – 11:15 A.M. Accounts Payable Workflow  

Demonstration  

Presented by: Wayne Altenbernd, Vice President, Information Systems  

Corporation 

Melinda Robertson, Accountant (Lac qui Parle County) 

A walkthrough of ApplicationXtender Accounts Payable  

Workflow program will be shown. We will demonstrate how a  

county can process both IFS and SSIS payments. Wayne will  

share customizations counties can implement during the demo to  

make the program fit various processing methods and internal  

controls. 

Click here for Session Documents - AP Workflow Demo 

10:00– 11:15 A.M. Fiscal  

Record Retention 

  

Presented by: Crystal Von Ende, Interim DHS Records Manager  (DHS) 

How long should fiscal records be retained? Examples of fiscal  

records will be shared when answering this question. Any  

questions from this session will be reviewed by the team at DHS  

and may be used to update Bulletin 22-85-01. 

Click here for Session Documents - Records & Information  

Mngt (RIM) County 

11:30 A.M. - 12:45 P.M. IFS – 

MA Claiming 

  

Presented by: Lisa Huberty, Senior Program Analyst, TriMin  

Government Solutions 

Jon Stratis, Senior Software Engineer, TriMin  

Government Solutions 

In this session, attendees will learn how to set up an MA client  

file, add provider information, input the UMPI numbers when  

required, and be introduced to the code files for adding HCPCs,  

modifiers, and other MA related data in IFS. TriMin will also 

cover the specific reports users can run to review the MA  

claiming data that is inputted into the warrant screens. And  

finally, users will learn where to go in IFS to generate the files  

needed to submit claims to DHS for billing. 

Click here for Session Documents - MA Billing 

11:30 A.M. - 12:45  

P.M. Audit 101 

  

Presented by: Eric Smedsrud, CPA, Clifton Larson Allen – State  

and Local Government 

Kristen Houle, CPA, Signing Director, Clifton  

Larson Allen – State and Local Government 

CLA will talk about the GASBs that may apply to health &  

human services, how to prepare for an audit, and common audit  

findings they see. 

Click here for Session Documents - Audit 101 

11:30 A.M. - 12:45 P.M. Non-Emergency Medical  

Transportation(NEMT)  Presented by: Carol LaBine, (DHS) 

In this session, Carol will provide an overview of the Non 

Emergency Medical Transportation (NEMT) and cover the more  recent changes to billing and reporting for this program. 

Click here for Session Documents - NEMT Services 

11:30 A.M. - 12:45 P.M. Cost Allocation  

Plans 

Presented by: Dennis Pond, President, Government  

Management Group 

In this session, Dennis will provide an overview of cost  

allocation plans. He will expand on allowable building project  

costs and the effect those costs have in county planning such as 

determining how much rent county auditor/treasurer  

departments should charge health and human services  

departments. 

Click here for Session Documents - Cost Allocation Plans 

Thank you for coming to conference! We wish you safe travels home. 

Remember to mark your calendars for the 2024 conference – Monday – Wednesday, August 26 – 28 at Breezy Point!


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