September 24-26, 2026 Hyatt Regency Savannah | Savannah, GA
The Revenue Integrity Leadership Exchange is proudly sponsored by:
September 24-26, 2026 Hyatt Regency Savannah | Savannah, GA
Contents Welcome Letter
3
Program Agenda
4
Discussion Guides
5
A look at the program’s events and discussions
Participating Leaders 9
Who’s who at this year’s Revenue Integrity Leadership Exchange Exchange
NAHRI Introductions
12
About Our Sponsors
13
Property Map
14
HEALTH & SAFETY: HCPro LLC places the highest priority on the safety of our guests. To safeguard all those in attendance at our events, we ask that you stay home if you are feeling unwell. If at any time you need support, please feel free to contact our event staff.
The National Association of Healthcare Revenue Integrity (NAHRI) is the nation’s only association dedicated to the revenue integrity profession. NAHRI’s mission is to enhance the revenue integrity profession through standards, advocacy, networking, and the promotion of shared knowledge and resources. NAHRI members enjoy the benefits of a membership journal, access to their peers in a revenue integrity forum, helpful forms and tools, quarterly membership calls, and much more. NAHRI provides guidance and advocacy on behalf of its members and the revenue integrity profession through its staff leadership, elected advisory board, and other boards and committees. By accepting the invitation to the Revenue Integrity Leadership Exchange, NAHRI will provide you information about the program, or about the content for which you registered. NAHRI may also share information about other NAHRI conferences, products, and services, as well as messages from our strategic partners about their products and services. In addition, for events, programs, or content presented in collaboration with certain strategic partners, NAHRI will share registrant contact information with the applicable strategic partner. Information you provide will be processed in accordance with the NAHRI Privacy Notice. You may opt out at any time by contacting the NAHRI staff who invited you to participate in the Exchange.
NAHRI The Revenue Integrity Leadership Exchange 2
WELCOME Welcome to the Revenue Integrity Leadership Exchange! Revenue integrity is at a critical crossroads. Healthcare providers are facing increased scrutiny for pricing and billing practices all while navigating increasingly complex reimbursement rules, rising operating costs, and all-to-often elusive revenue. Revenue integrity is emerging as a key element in helping hospitals achieve accurate, defensible, complete revenue and reducing duplicative, resource-draining processes. With this opportunity come challenges. Revenue integrity leaders need to identify the most effective strategies to manage their program and prove ROI. It’s essential that they develop a sophisticated understanding of payer rules and requirements, both commercial and government, and parse out how these complex, intertwined regulations affect their organizations’ operations. They also need to think ahead by identifying trends in reimbursement, regulations, and the needs of the communities they serve. The Revenue Integrity Leadership Exchange brings together forward-thinking revenue integrity leaders to discuss how their organizations are approaching revenue integrity. Over the next two days, you’ll have the opportunity to solve common problems, share best practices, and build connections that will allow you to advance your revenue integrity program and your leadership journey. You’ll identify best practices and how to respond to industry trends and have the chance to recharge with your peers. We’d like to extend a special thank you to our sponsors, MDAudit and SmarterDX, whose financial support makes our Exchange possible. We believe you’ll find this time to be a valuable exchange of ideas with the companies that deliver essential tools and intelligence for the industry. We’re looking forward to hearing your insights and perspectives in the event sessions, and we also hope that you enjoy your time in Savannah and at the Hyatt Regency Savannah!
Nicole Votta Director of NAHRI
NAHRI The Revenue Integrity Leadership Exchange 3
PROGRAM AGENDA THURSDAY, SEPTEMBER 24, 2026 6:00–7:30 p.m.
Welcome Reception – Scarbrough 1
FRIDAY, SEPTEMBER 25, 2026 11:45 a.m.–12:50 p.m.
Event Kick-off and Lunch – Scarbrough 1
1:00–2:30 p.m.
Roundtable Sessions Editorial Session: Revenue Integrity Program Management – Scarbrough 3 Editorial Session: Charge Capture – Scarbrough 2 Editorial Session: Analytics and Reporting – Scarbrough 1
2:30–2:45 p.m.
Break – Scarbrough 1-2 Prefunction
2:45–4:15 p.m.
Roundtable Sessions Sponsor Session: Pivotal Health – Scarbrough 1 Sponsor Session: SmarterDx – Scarbrough 3 Sponsor Session: MDaudit – Scarbrough 2
5:00–6:30 p.m.
Evening Reception and Dinner – Garden Terrace
SATURDAY, SEPTEMBER 26, 2026 7:30–8:15 a.m.
Buffet Breakfast and Event Kick-off – Scarbrough 1
8:30–10:00 a.m.
Roundtable Sessions Editorial Session: Revenue Integrity Program Management – Plimsoll Editorial Session: Charge Capture – Scarbrough 2 Editorial Session: Analytics and Reporting – Scarbrough 1
10:00–10:15 a.m.
Break – Scarbrough 1-2 Prefunction
10:15–11:45 a.m.
Roundtable Sessions Editorial Session: Revenue Integrity Program Management – Plimsoll Editorial Session: Charge Capture – Scarbrough 2 Editorial Session: Analytics and Reporting – Scarbrough 1
11:45 a.m.
Adjourn
NAHRI The Revenue Integrity Leadership Exchange 4
DISCUSSION GUIDE #1 Revenue Integrity Program Management Synopsis
Revenue integrity programs have become a key way organizations ensure accurate, complete reimbursement and identify and implement revenue cycle process improvements. Managing a successful revenue integrity program calls for a broad knowledge of the entire revenue cycle, a confident grasp of the program’s specific purpose and functions, and the ability to foster mutually respectful and beneficial relationships with other departments. During this session, participants will discuss their programs’ functions and structures, defining and maintaining program scope, measuring program success, and transforming their programs to meet future needs.
Key questions to consider during this session:
• What are your revenue integrity program’s primary functions? • How is your program staffed to support that? What job titles are included and what skills do they represent? Has that changed? • Does your revenue integrity program have a defined scope? If so, what is it and how is that determined, supported, and communicated? If not, why? • What are your program’s top priorities? Have they changed over the past 12 months? • What are some areas/functions you would like your program to be more involved in? And what are some you would like to be able to pull back from? • What are some of the biggest changes you think your program will undergo in the next 12 months? How would you like your program to adapt to meet your organization’s future needs and structure? • Are you currently using any KPIs to measure and monitor your program? If so, can you describe them and how they’re used? If not, why?
NAHRI The Revenue Integrity Leadership Exchange 5
DISCUSSION GUIDE #2 Charge Capture Synopsis
Accurate and timely charge capture is a keystone of accurate reimbursement and revenue integrity. However, revenue integrity staff rarely enter charges themselves; instead, at most organizations charges drop automatically based on documentation or are entered by clinical staff. Revenue integrity’s support of these processes is necessary but complicated by the fact that ensuring charges are captured, auditing workflows, and implementing fixes requires interdepartmental collaboration and a nuanced understanding of the various departments needs and resources. During this session, participants will discuss revenue integrity’s role in charge capture, methods for managing charge capture workflows, reducing late charges, charge policies, and nurturing positive relationships with charge-generating departments.
Key questions to consider during this session:
• What is revenue integrity’s role in charge capture at your organization? Does it differ based on the type of charge/department? • What charge capture methods are used at your organization? Is one method used across facilities and departments, or are different methods in place at certain facilities or departments? Can you describe your organization’s (primary) charging process, from scheduling/admission through to charge capture? • How often are charge capture workflows reviewed? How do you decide to change workflows? What other departments are involved in reviewing these workflows and making changes to them? • Does your organization have backup charge entry process in the event of system downtime, etc.? Can you describe it? How often is this revisited and tested, and how are clinical staff trained on it? • What is your late charge policy? What role does revenue integrity play in monitoring late and missing charges? What are some strategies you’ve used to reduce late an missing charges? • Does your organization have formal charge capture and reconciliation policies? Do they define the expected time frames for capturing and reconciling charges? Do they address late charges? How often are your policies reviewed and who is involved in reviewing them? • Strong interdepartmental relationships and executive support are key to ensuring correct charge capture and reconciliation. How do you accomplish this? What are some roadblocks? How have you overcome them? What other departments are crucial to work with?
NAHRI The Revenue Integrity Leadership Exchange 6
DISCUSSION GUIDE #3 Analytics and Reporting Synopsis
Good data is the basis of every sound revenue integrity policy and each decision revenue integrity leaders make. Obtaining the right data and being able to understand it ensures a program can function at its highest potential and be a success partner in guarding against revenue leaks, compliance risks, and faulty processes. However, at many organizations data is spread across different systems that don’t talk to each other. Different departments may analyze the same data in different ways and reports may not be shared with all stakeholders who could benefit from them. During this session, participants will discuss how their program leverages data and analytics to identify risks and opportunities, improve performance, and how leaders can address technical and organizational data bottlenecks.
Key questions to consider during this session:
• What data are your department responsible for analyzing and reporting on? • How are you accessing this data? What are some of your pain points when it comes to accessing it? • What are some of the key reports and data sets you rely on to do your job and to support your program’s work? Do you/your department own all of these reports and data? Which ones come from other departments? Are you able to provide feedback on how to improve them when necessary? • How are reports shared at your organization? Do you use these analytics and reports when meeting with other departments? • Do you have access to all of the analytics and reporting you believe you need? What would you like access to? • How are you collaborating with other departments to make the results of your organization’s data and reporting actionable? • What skills have you learned that helped you improve how you manage analytics and reporting? What skills do you encourage your team members to learn? How do you think this will change in coming year?
NAHRI The Revenue Integrity Leadership Exchange 7
PARTICIPATING LEADERS
KIMBERLY DAILEY, BS, CPC, CPB, ARCR, CRCR Manager of Revenue Integrity Elliot Health System/Rochester, NH
MISHELE DUFOUR Director, Revenue Integrity HonorHealth/Scottsdale, AZ
STEPHANIE ELLIS, RN, CPC, COC, CHRI, CRCR Director Revenue Performance and Audit Management UChicago Medical Center/Chicago, IL
LAURIE FARISH, CPC, CHRI Manager Revenue Integrity Childrens Health Dallas/Dallas Ft Worth, TX
LEANN FULMER, CPC, CEMC, CPMA, HB Revenue Integrity Manager – Charge Master (CDM) Medical University of SC Health System/Orangeburg, SC
ROBIN GANTEA, MSN, RN, LEAN SIX SIGMA GREEN BELT, CRCR VP Revenue Cycle Clinical Operations Baptist Health/Jacksonville, FL
SANDRA GIANGRECO BROWN, MHA, BS, NREMT, RHIT, CCS, CCS-P, CHC, CPC, COC, CHRI, CPCO, CPC-I, COBGC, CPB, PCS AND AAPC INSTRUCTOR Revenue Integrity Administrator Cheyenne Regional Medical Center/ Cheyenne, WY
LORETTA HEFLEY, MHA, COC, CHFP System Director Revenue Integrity Baptist Health System/Little Rock, AK
STACY HELLER, MBA, CRCR, CSP Director Revenue Integrity Emplify Health/Green Bay, WI
KRISTIN JACKSON, MLS, BSHIM, CSPR, CRCR, CSAPM, CSAF, CSPPM Manager, Hospital Revenue Integrity INTEGRIS Health/Oklahoma City, OK
HOWARD KUNG, CPA, MBA, FHFMA, FACHE, CHRI Senior Director, Revenue Integrity Mayo Clinic/Rochester, MN
NAHRI The Revenue Integrity Leadership Exchange 8
PARTICIPATING LEADERS
TIFFANY LAPLANTE, RMC, RMM System Manager Revenue Integrity - Charge Capture Bronson/Kalamazoo, MI
JACLYN LOEWEN, CPC Revenue Integrity Manager UF Health Shands Hospital/Gainesville, FL
LEANN LUCZEK, CRCP, CRCR, SAFE 6 PRACTITIONER Revenue Cycle Director CareSpot Urgent Care/Jacksonville, FL
DEBBIE NASH, MBA, CHRI Director Mid Revenue Cycle Advocate Health/Charlotte, NC
AMANDA PALACIOS, MPH, RHIA System HIMs Director Riverside Health/Newport News, VA
SARAH PINKERMAN, MS, RHIA, CRCR, CHRI Sr. Director, HIM and Revenue Integrity Children’s Health System of Texas/Dallas, TX
TRACY SMITH, MHL, BSN, RN Executive Director of Outpt Services/Medical Group Administrator Pomerene/Millersburg, OH
CJ TONOZZI, CPCI, CPRC, CRCS, CCT Compliance Officer OSF Healthcare System/Peoria, IL
GABRIELA ZDUN, MBA Director Northwestern Medicine/Chicago, IL
NAHRI The Revenue Integrity Leadership Exchange 9
NAHRI INTRODUCTIONS Nicole Votta is the director of NAHRI. She ensures NAHRI meets the needs of members and serves as the voice of the revenue integrity profession and works closely with the NAHRI Advisory Board. She is responsible for the strategic planning of the association, membership engagement and benefits, and development of educational material. Votta manages NAHRI’s publications, including the NAHRI Journal and Revenue Integrity Insider. She works with NAHRI’s Networking and Events Committee, Education Committee, and Credential Committee. She oversees the NAHRI Leadership Council and Mastermind groups, including recruitment, research, and member benefits. Amy Inch, CPC, CPMA, COTA, is an instructor of HCPro’s Medicare Boot Camp— Physician Services Version as well as the Medicare Boot Camp—Denials and Appeals Version. She has over 25 years of experience in healthcare, primarily in the roles of senior and lead investigator as well as lead investigations trainer with a Medicare Unified Program Integrity Contractor. Inch has conducted extensive policy research and data analysis in the development of successful investigations. She has also created and delivered education on a variety of Medicare and Medicaid topics to investigators, analysts, medical reviewers, and law enforcement. Jessica Vaughn, DNP, RN, NEA-BC, CCDS, CCDS-O, CRC, is a Clinical Documentation Education Specialist with HCPro and ACDIS, serving as a subject matter expert and full-time instructor for HCPro Boot Camps and PROPEL CDI services. A seasoned registered nurse with 29 years of clinical experience, Jessica brings 15 years of progressive leadership in CDI operations and education across both inpatient and outpatient settings. She holds dual Clinical Documentation Specialist certifications (CCDS and CCDS-O), is a Certified Risk Adjustment Coder (CRC), and a board-certified Nurse Executive (NEA-BC). She earned her Doctorate in Executive Leadership from Duke University in 2022.Jessica is a passionate advocate for the CDI profession, dedicated to elevating the role of documentation specialists within interprofessional care teams to drive meaningful improvements in patient outcomes.
NAHRI The Revenue Integrity Leadership Exchange 10
ABOUT OUR SPONSORS
MDaudit provides a seamless revenue integrity platform that enhances capabilities across the revenue cycle — elevating charge capture and coding, pre-bill review, denial management, and audit defense. The result is proactive risk reduction, more intelligent revenue retention, and improved financial predictability — all from a single, trusted partner. www.mdaudit.com
Pivotal Health is the IDR Authority™. We help health systems, hospitals, and physician groups achieve fair reimbursement through our compliant, full-service Independent Dispute Resolution (IDR) platform. Purpose-built for IDR, we combine technology and expertise to manage the process end to end, reducing administrative burden and enabling IDR programs to scale. Pivotal partners with 200+ hospital-based providers nationwide, processing 200,000+ claims monthly with an 89% win rate and 5:1 ROI. www.pivotalhealth.ai
SmarterDx builds clinical AI that empowers hospitals to analyze the complete record of every patient to fully capture the value of care delivered. Founded by physicians in 2020, our proprietary AI platform understands the nuances of clinical reasoning, enabling hospitals to accurately reflect every patient visit for fair reimbursement. By doing so, hospitals can recover millions in earned revenue, enhance care outcome and quality metrics, and optimize healthcare operations. www.smarterdx.co/4lVuCjw
NAHRI The Revenue Integrity Leadership Exchange 11
PROPERTY MAP FLOOR PLAN Lobby Level ELEVATORS TO RIVER STREET AND HARBORSIDE BALLROOM
SCARBROUGH BALLROOM
PLIMSOLL ROOM 1
2
3
4
RIVER LOUNGE
5
SAVANNAH PRIVATE DINING ROOM
PREFUNCTION
RESTROOMS
ESCALATOR
MOSS + OAK SAVANNAH EATERY
ELEVATORS
GARAGE ELEVATORS
CORNER PANTRY
MOSS + OAK PATIO
REGISTRATION ENTRANCE
Second Level
GUESTROOMS
REGENCY BALLROOM
RESTROOMS
REGISTRATION BOOTH
PREFUNCTION
A B C
NORTH
ESCALATOR
SOUTH
ELEVATORS
F
E
SERVICE AREA
D
VERELST ROOM
PERCIVAL VERNON SLOANE ROOM ROOM ROOM
WESTBROOK ROOM
River Street SAVANNAH
RIVER SIDE
POWDE ROOM
HARBORSIDE BALLROOM NAHRI The Revenue Integrity Leadership Exchange 12