All About Delegation: Understanding the Nuts and Bolts

June 7, 2023 to June 15, 2023

Early Bird:  $995 until May 3, 2023
Cost: $1095
Course Type: Live Webinar
Date(s): 06/07/2023 - 06/15/2023

All About Delegation: Understanding the Nuts and Bolts

These two Delegation courses have been bundled with you in mind! Faculty will walk through a detailed explanation of each Delegation Standard for our Introduction to Delegation course. In our Advanced Delegation course, you, as the learner, will have the opportunity to engage in open forum discussions to strategize on promoting successful relationships, breakout group activities with your peers for an harmonious coordination between health plans and delegates, and most importantly, live Q&A with the faculty.

Navigating NCQA Delegation
Day One: Wednesday, June 7, 2023 1:00pm-3:00pm (EST) 
Day Two: Thursday, June 8, 2023 1:00pm-3:00pm (EST) 

Want to know what Delegation means to NCQA and familiarize yourself with the nuances? This virtual course can provide you with those answers and more. Experienced facutly will take a deep dive of each NCQA delegation standard, to improve your understanding, from oversight to automatic credit. You will learn how to navigate through examining key elements that should be in place prior to an organization's decision to give an entity the authority to act on their behalf. A demo of NCQA’s Interactive Review Tool (IRT) will also be provided.

Advanced Delegation: Establishing and Maintaining Successful Relationships
Day One: Wednesday, June 14, 2023 1:00pm-3:00pm (EST) 
Day Two: Thursday, June 15, 2023 1:00pm-3:00pm (EST)

In this interactive course, faculty will lead learners through prevalent issues and opportunities to enable harmonious coordination between health plans and delegates. This course offers lecture, a demo of our Interactive Review Tool (IRT), and discussions on strategies for promoting successful relationships. You, as the learner, will have the opportunity to engage in open forum discussions, breakout group activities with your peers and live Q&A with the faculty. A working knowledge of the Delegation standards for Health Plan Accreditation (HPA) will enhance your learning experience.

Note: Each attendee must register as a unique participant, as required by the NCQA Terms of Use.

Target Audience

Navigating NCQA Delegation

This course is geared towards individuals with one year of experience, or less; collecting, reporting, and acting upon credentialing data; or those who need a refresher, including:

•            Credentialing Specialists/Coordinators/Managers/Directors

•            Consultants

•            Operations Managers/Directors

•            Provider Relations Specialists/Managers

•            Quality Improvement Managers/Directors

•            Quality Assurance Managers/Directors

•            Regulatory Specialists/Managers/Directors

•            Utilization Managers/Directors

•            Vendors/Contractors

Advanced Delegation: Establishing and Maintaining Successful Relationships

This course is geared to directors, managers, specialists, coordinators, consultants, contractors and other professionals who have a stake in the scope of work for:

•            Accreditation and quality assurance.

•            Case Management and Utilization Management.

•            Compliance and regulations.

•            Contracting and procurement.

•            Credentialing and provider relations.

•            Performance and quality management.

Learning Objectives

Navigating NCQA Delegation

  • Define Delegation.
  • Explain sub-delegation and auto-credit.
  • Discuss corporate and family relationships and vendors.
  • Describe what activities/functions can and cannot be delegated.


Advanced Delegation: Establishing and Maintaining Successful Relationships

  • Construct a strategy to maintain or enhance a successful delegation relationship.
  • Evaluate how to prepare and present delegation information for an NCQA survey.
  • Demonstrate understanding of content and attributes for delegation agreements.
  • Critique scenarios for effective delegation management.
  • Exchange best practices pertaining to delegation and the delegation process.
Course summary
Course opens: 
Course expires: 
Event starts: 
06/07/2023 - 1:00pm EDT
Event ends: 
06/15/2023 - 3:00pm EDT

Candice Costello, BS

Candice Costello is Assistant Director, Accreditation Operations Projects, at NCQA. In this position, she provides expertise and direction for multiple projects to support operations. She identifies and supports improvement projects to enhance efficiency and reduce product delivery risk, and works across NCQA teams to identify and implement business processes to transition products from design to delivery. Ms. Costello also supports ongoing and annual system improvement efforts for NCQA’s Interactive Review Tool, and supports the development, testing and release of the NCQA’s File Review System. 

Ms. Costello continues to serve as Accreditation Survey Coordinator for organizations seeking Accreditation/Certification, and is an Administrative Surveyor for Health Plan Accreditation surveys. In her previous position as Senior Accreditation Manager with NCQA, she was Account Manager for three large corporate accounts.

Ms. Costello earned her BS in Health Services Administration from James Madison University.

Irv Koehler, RN, MBA, CPHQ, CPC

Irv Koehler is a health care quality consultant for the Koehler Quality Group, LLC. In this position, he is an NCQA administrative surveyor and provides consulting services to organizations evaluating and preparing for NCQA Accreditation/ Certification projects, risk adjustment validation for managed care organizations, education on quality improvement practices and outcome measure development and tracking.  

Mr. Koehler is also a registered nurse with active licensure in Florida and Tennessee, and certification in quality and medical coding. Previously, he was a quality improvement professional at AmeriHealth Caritas and BlueCross BlueShield of Tennessee.

Mr. Koehler has an MBA from the Florida Institute of Technology, a BS in Nursing from Florida Southern College, a BA in Psychology and an ADN from Purdue University.

Veronica Locke, MHSA

Veronica Locke, MHSA is a process consultant with the Health Care Service Corporation (HCSC) in Dallas, Texas. Prior to joining HCSC, Veronica was a consultant for The Mihalik Group, providing healthcare-related consulting services.  Her areas of expertise include quality assessment and improvement; credentialing; delegation; disease management accreditation/certification; population health management; multicultural health care. 

Veronica is the former Senior Manager of Accreditation Policy for the National Committee for Quality Assurance. She was actively involved in the development and maintenance of the standards and guidelines of NCQA's Accreditation and Certification programs, specifically Health Plan, Disease Management and Multicultural Health Care Distinction programs. As a member of the Policy team, one of her major responsibilities was to serve as a content champion when providing policy clarifications and trainings internally and externally. 

She received her Bachelor of Science Degree in Public Health from the University of Maryland, College Park and her Master of Health Systems Administration Degree from Georgetown University in Washington, DC.

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