De-Mystifying the New Compliance Manual & Its Impact on the Program Requirements

Fort Lauderdale, FL US
December 5, 2017 to December 6, 2017

Over the last few years, HRSA has significantly increased its scrutiny of health centers’ compliance, first with development of the “nineteen (19) health center program requirements” and now with the recent issuance of the Health Center Program Compliance Manual.  The Manual offers health centers a streamlined and consolidated resource to assist them in achieving compliance – both on paper as well as in practice – by addressing the elements of each program requirement, criteria for demonstrating compliance, and specific areas of health center flexibility. In practice, the Manual incorporates a new approach to “everyday compliance,” providing both specific compliance standards and explicit areas where health centers retain discretion to tailor their programs appropriately.

Eventually, the Compliance Manual along with an as of yet unpublished assessment protocol will form the new basis for the Operational Site Visits (OSVs). While the “tools” may change, the impact on the health center operation remains the same:

  • Do you have written agreements in place for services provided via contract and/or formal referral and do your agreements include all required provisions?
  • Are your providers appropriately credentialed and privileged and do your quality improvement systems meet all current standards?
  • Have you fully implemented the sliding fee discount program requirements?
  • Have your billing and collection policies struck the balance between maximizing reimbursement and maintaining optimum access?
  • Is your financial management system sufficient for accountability purposes?
  • Is your Board of Directors exercising all of its authorities and meeting other governance requirements?

Given the potential consequences of non-compliance (including draw-down restrictions and re-competition of your grant), it is crucial that every health center prepare itself by reviewing its knowledge and implementation of all core requirements as described in the new Compliance Manual. 

Join Marcie Zakheim from FTLF and Warren Brodine, trusted health center advisor, for this hands-on training as they walk health centers through the requirements, compliance elements and areas of discretion addressed in the Compliance Manual (and the OSV review process in general), identify key hotspots (both old and new) that have emerged from the field regarding governance, administration and finance, and offer participants “tricks of the trade” from our presenters’ years of experience working with health centers. Whether or not you have an OSV on the horizon, this is a must attend workshop!

Target Audience

  • Health Center Executive Staff
  • Clinical Leadership
  • Human Resources Staff

But all are welcome!

Learning Objectives

At this training participants will:

  • Understand the key differences between the prior guidance and the new manual and its impact on OSVs.
  • Understand the specific steps necessary to demonstrate compliance and areas where health centers retain discretion.
  • Learn which PINs and PALs have been replaced by the new manual and which current guidance is still effective.
Course summary
Available credit: 
  • 11.00 CPE
    FTLF is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Course opens: 
Course expires: 
Event starts: 
12/05/2017 - 8:00am
Event ends: 
12/06/2017 - 12:30pm

Tuesday, December 5, 2017 8:00 am – 5:00 pm

8:00 am – 9:00 am Registration & Breakfast
9:00 am – 9:30 am Welcome & Introduction to the Health Center Program Compliance Manual and the HRSA Review Process
9:30 am – 10:30 am Working Within the “Box”: Key Elements and Requirements of Scope of Project
10:30 am – 10:45 am Break
10:45 am – 11:45 am The Heart of Your Health Center Project: Need, Services & Service Delivery Model
• Chapter 3: Needs Assessment
• Chapter 4: Required & Additional Health Services
• Chapter 6: Accessible Locations and Hours of Operation
• Chapter 7: Coverage for Medical Emergencies During and After-Hours
• Chapter 8: Continuity of Care & Hospital Admitting
11:45 am – 12:30 pm You Don’t Have to Do It All Yourself: Working with the Community
• Chapter 12: Contracts and Sub-awards – Terms and Conditions
• Chapter 14: Collaborative Relationships
12:30 pm – 1:30 pm Lunch
1:30 pm – 2:15 pm Quality is Key!
• Chapter 10: Quality Improvement / Assurance
2:15 pm – 3:30 pm Personnel Dynamics: Ensuring Appropriate Management and Staff
• Chapter 5: Clinical Staffing
• Chapter 11: Key Management Staff
3:30 pm – 3:45 pm Break
3:45 pm – 5:00 pm Ensuring the Core Mission: Making Care Affordable
• Chapter 9: The Sliding Fee Discount Program
• Chapter 16: Billing and Collection Policies – Self Pay Patients

Wednesday, December 6, 2017 8:00 am – 12:30 pm

8:00 am – 8:30 am Breakfast and Day One Outstanding “Parking Lot” Questions
8:30 am – 10:15 am Internal Controls: Managing Your Grant Funds
• Chapter 12: Contracts and Sub-awards – Procurement
• Chapter 13: Conflict of Interest Policy
• Chapter 15: Financial Management & Accounting Systems
10:15 am – 10:30 am Break
10:30 am – 11:15 am Ensuring Fiscal Viability
• Chapter 16: Billing and Collections – Third Party Payors
• Chapter 17: The Budget
11:15 am – 11:45 am It’s All About the Data
• Chapter 18: Program Monitoring and Data Reporting Systems
11:45 am – 12:30 pm The “Community” in Community Health Center: The Governing Board of Directors
• Chapter 19: Board Authority
• Chapter 20: Board Composition
The Westin Fort Lauderdale
400 Corporate Dr.
Fort Lauderdale, FL 33334
United States


720 E Cypress Creek Rd, Fort Lauderdale, FL 33334
  • (954) 776-7677
  • 2 Minute Drive
  • 4 Minute Walk
6001 NW 6th Way, Fort Lauderdale, FL 33309
  • (954) 772-3155
  • 4 Minute Drive
  • 21 Minute Walk
555 NW 62nd St, Fort Lauderdale, FL 33309
  • (954) 772-5400
  • 5 Minute Drive
  • 20 Minute Walk
6650 N Andrews Ave, Fort Lauderdale, FL 33309
  • (954) 771-0440
  • 5 Minute Drive
  • 25 Minute Walk
5851 North Andrews Avenue Extension, Fort Lauderdale, FL 33311
  • (954) 776-9447
  • 6 Minute Drive
  • 21 Minute Walk

Marcie Zakheim

A partner at the firm, Marcie specializes in health care law, particularly in the areas of federal grants, grant-related requirements and grants management related to the federal health center program. Health centers turn to Marcie as a resource for knowing not only the letter of the law, but also the likely interpretation of requirements by federal policymakers, including the Health Resources and Services Administration (HRSA). [Full Bio]

Warren Brodine   

Warren Brodine founded W.J. Brodine & Co. in 2013. The firm provides assistance to health care providers, associations, accountable care organizations (ACO), and safety-net groups on a wide range of strategic, financial, and operational topics. Representative work includes assisting NACHC with topics related to newly funded grantees, working with an ACO on incentive design and broadening participation, a primary care association with a multi-site innovative enrollment and outreach program, and several organizations on primary care development. Prior to launching the firm, Brodine was CEO of a large FQHC in Chicago. Previously, he worked for a national accounting and consulting firm, and two state associations, where he led lobbying efforts related to women's health. Brodine currently serves as chair of the Board of the National Family Planning and Reproductive Health Association, and a member of the Governing Council of Advocate Illinois Masonic Medical Center.


Conference participants can earn up to 11 CPE credits in Specialized Knowledge and Applications.


  • Prerequisites: None 
  • Target Audience: Health Center Executive Staff, Clinical Leadership and Human Resources Staff, but all are welcome.
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group-Live 

CPE-transparentFeldesman Tucker Leifer Fidell is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

Available Credit

  • 11.00 CPE
    FTLF is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Accreditation Period

Course opens: 
Course expires: 


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Available payment methods include purchase order, check, and credit card. Payment for this live training is due 2 weeks before the start of the event. If payment is not received in full 2 weeks prior to the start of the event, your order will be cancelled and you will be denied entrance to the training. 

Cost for this 2 Day Training:

Early bird rate (until November 15): $695 per person

Regular registration (after November 15): $745 per person 

FTLF is hosting the FTCA training directly following this training on the afternoon of December 6 and all day December 7.  If you are interested in attending both trainings, FTLF is offering a registration discount.  To receive this discount, check the box located at the top of this page.

Cancellation Policy for this Event:
All cancellation requests must be received in writing.

All cancellations prior to November 5, 2017, will receive a full refund.

All cancellation requests received between November 6, 2017 and November 22, 2017 will receive a 50% refund.

All cancellation requests received after November 22, 2017 will not be eligible for a refund.

To cancel your reservation, please send a request in writing to