• A Virtual Event
• Thursday, October 15, 2026
• 9:00 am - 4:30 pm CT
• Click here for more info

MINNEAPOLIS, MN, USA -- HEALTHCARE UPDATE NEWS SERVICE -- SEPTEMBER 9, 2026: Physician practices are under increasing scrutiny—from billing and documentation to telehealth, compensation arrangements, and data privacy. Staying compliant isn't just about knowing the rules—it's about protecting your practice, supporting your providers, and reducing risk without disrupting patient care.

Join us virtually for this one-day conference to gain clearer direction on compliance risks specific to physician practices, proven mitigation strategies, and real-world solutions designed to help you achieve operational efficiency, financial stability, and, ultimately, optimal patient safety and care.

Whether you're building a compliance program for a new practice, strengthening your existing program, or simply trying to keep up with constant change, this conference delivers focused insights you can apply right away.

AGENDA
8:55 - 9:00 AM	Welcome and Opening Remarks
9:00 - 10:00 AM	Incident to, Split/Shared, Residents and Understanding Medicare "Supervision" David Glaser, JD Shareholder, Fredrikson & Byron, PA Intermediate Recognize why the oft-repeated "you can't treat new problems incident to" is WRONG, at least for Medicare Understand the difference between documentation that is helpful because it lowers risk, and documentation that is legally required Identify keys words and phrases that medical professionals can use to lower audit risk for incident to, split shared and teaching physician services
10:00 - 10:15 AM	Break
10:15 - 11:15 AM	Compliance Considerations When implementing AI in the Medical Record for Documentation, Coding and Clinical Documentation Improvement Jacob Mills Lead AI Architect, SunHawk Consulting Sam Cunningham, RHIA, CCS Director, SunHawk Consulting Intermediate Identify key governance and regulatory risks when implementing AI in medical record workflows Assess AI-related documentation, medical necessity, coding, and billing compliance risks Apply audit, oversight, and defensibility strategies for AI-assisted documentation and coding
11:15 - 11:30 AM	Break
11:30 - 12:30 PM	Who Looked at the Chart? How One Patient Complaint Led to an $800,000 HIPAA Settlement Laura Seeton, MLS HIPAA Privacy Officer, Northern Arizona University Intermediate Identify common physician-workflow breakdowns that can trigger HIPAA Privacy and Security Rule enforcement following a single patient complaint Apply practical strategies physician leader can use to align chart access and audit monitoring with OCR's current compliance expectations Explain how this enforcement action demonstrates the risks of inadequate access controls and insufficient audit-log review in physician settings
12:30 - 1:00 PM	Mid-Conference Break
1:00 - 2:00 PM	Privileged & Protected: Navigating Attorney-Client Privilege in Medical Record Reviews Chandra Stephenson Senior Manager, Health Industries Advisory, PwC Intermediate Distinguish between attorney-client privilege and attorney work-product protection in record reviews Identify situations where privileged medical record reviews may or may not appropriately apply Apply practical strategies to help preserve privilege during audits, investigations, and assessments
2:00 - 2:15 PM	Break
2:15 - 3:15 PM	When the Scribe Is an Algorithm: New Compliance Exposure from AI Tools in Physician Practices Leslie Boles Co-Owner/President, Revu Healthcare Intermediate Identify where AI tools have entered physician practice workflows, including ambient documentation, code and E/M level suggestion, prior authorization, and patient messaging, and pinpoint the specific compliance exposure each one creates Evaluate AI vendor claims against the documentation, audit trail, and performance evidence a practice would need to produce if a payer or the government questioned a claim generated with the tool's assistance Build an auditing approach for AI-influenced documentation and coding that accounts for how physician attestation behaves under scrutiny and what error patterns distinguish AI-driven overcoding from human error
3:15 - 3:30 PM	Break
3:30 - 4:30 PM	Turning Compliance Findings into Meaningful Improvement: Moving Beyond Audits, Investigations, and Corrective Actions Cathy A. Jefferson, EMBA, CHC Senior Director of Compliance, Risk & Regulatory Affairs, Medical Service Company Intermediate Identify common barriers that prevent audit findings, investigations, and compliance reviews from resulting in sustainable improvement Apply root cause analysis techniques to determine the underlying causes of coding, billing, documentation, privacy, and operational compliance deficiencies Develop corrective action plans that address process, training, technology, and accountability gaps rather than isolated compliance events Measure and monitor the effectiveness of remediation efforts using auditing, monitoring, and key performance indicators to demonstrate lasting compliance improvement
4:30 PM	Adjournment