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WHIMA ROI Workshop

October 28, 2022
8:45 AM - 4:00 PM CT

Glacier Canyon Lodge
Wisconsin Dells, WI

* The agenda is subject to change.


CEU Information



8:00 – 8:45 AM


(continental breakfast provided)

8:45 – 9:00 AM

Welcome and Introductions

Wilderness Ballroom

9:00 – 9:50 AM

Long-Term Care Release of Information

Victoria Wolf, RHIT, CPHQ

Session Description:

AHIMA Domain: Information Protection: Access, Disclosure, Archival, Privacy, and Security

9:50 – 10:00 AM


10:00 – 10:50 AM

Release Restrictions and Patient Amendments

William Limp, MS, RHIA

Session Description:

For certain health information, patients have the right to tell us their choices about what we share, when we share it, and who we share it with. If a patient has a clear preference for how we share their personal information, they need to tell us.  And more importantly, we need to provide opportunities for patients to inform us how they want their PHI handled. “Tell us what you want us to do, and we will follow your instructions.”

We will discuss how the Cures Act, AODA, and other regulations impact how healthcare organizations and providers meet their responsibility “to maintain privacy and security” of protected health information while operating in an “open-notes” environment.  We will look at ways technology can improve, and ways technology can complicate the process of meeting the intent of our patient’s instructions.


  1. Tie current and emerging regulations back to HIPAA regulations using the NPP as a common theme.
  2. Remind attendees to keep their focus on the intent of the regulations as they develop policies and procedures to comply with those same regulations.

Beginner and intermediate level

AHIMA Domain: Information Protection: Access, Disclosure, Archival, Privacy, and Security

10:50 – 11:00 AM


11:00 – 11:50 AM

Information Blocking in 2022

Colleen Goethals, MS, RHIA, FAHIMA

Session Description:

Even though the ONC issued the 21st Century Cures Act in May 2020, there continue to be challenges to meeting compliance. This presentation will examine the challenges and lessons learned and the ongoing hurdles including patient access and defining EHI. The session will also include compliance strategies.


  • Understanding and defining EHI
  • Patient Access
  • Strategies for compliance

Intermediate Level

AHIMA Domain: Information Protection: Access, Disclosure, Archival, Privacy, and Security

12:00 – 1:00 PM

Lunch and Networking

(lunch provided)

1:00 – 1:50 PM

Compliance Vision 2022: Applying Six Sigma to Revolutionize your HIM Quality Program

Elizabeth Delahoussaye, RHIA, CHPS

Session Description:

This presentation will help attendees rethink how they define quality standards for both internal staff and outsourced vendors. The speaker will also provide scenario-based examples that apply Six Sigma principles (e.g., problem statement, Pareto, 5 whys, root cause analysis, and Poka Yoke) to several HIM functions, including coding, ROI, and CDI.

Learning objectives:

  1. Explain how HIM professionals can apply various Six Sigma principles to coding, the release of information, and CDI to improve quality and reduce customer abrasion.
  2. Set meaningful quality expectations for outsourced vendors and internal staff.
  3. Identify long-term strategies for a proactive—not reactive—approach to HIM quality.

Intermediate Level

AHIMA Domain: Organizational Management and Leadership

1:50 – 1:55 PM


Sponsored by MRO

1:55 – 2:55 PM

Effective Leadership In Our New Environment

Mariela Twiggs, MS, CHP, RHIA, FAHIMA

Session Description:

Learn from a motivation and development leader within the ROI industry as she teaches attendees how to lead themselves, their teams, and their customers as the working world is everchanging. From working in the office, to fully virtual, to a hybrid model of work, leading a team can be hard during these trying times. Attendees will walk away with tips and tools to lead effectively, with the main focus on leading a team.

Three Objectives of Your Presentation:

  1. Learn tips for leading yourself during challenging times
  2. Learn tips for leading your team during challenging times
  3. Learn tips for leading your customers (patients, coworkers) during challenging times

Beginner Level

AHIMA Domain: Organizational Management and Leadership

2:55 – 3:00 PM


3:00 – 4:00 PM

Release of Information Panel Discussion

Facilitated by Colleen Goethals, MS, RHIA, FAHIMA


Victoria Wolf, RHIT, CPHQ
William Limp, MS, RHIA
Elizabeth Selahoussaye, RHIA, CHPS
Mariela Twigg,  MS, CHP, RHIA, FAHIMA

Session Description:

Join this session to learn more about protecting healthcare information.

AHIMA Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security

4:00 PM


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