Let Us Bring Our Customized Medicare Trainings to You!

Benefits to your organization:

  • Receive premier Medicare training for staff and management
  • Increase your personalized assistance, Medicare knowledge and service to customers/patients/staff
  • Receive Medicare education and 1-on-1 benefits counseling for your customers/patients/staff
  • Demonstrate strong community commitment through service, expertise and enhanced engagement

While some may think Medicare is not a relevant topic within your organization, it’s important and matters! It especially matters to those with Medicare, to staff serving people with Medicare and/or employees aging into Medicare.

That’s why we developed customizable integrated training and marketing modules to bring our 20 years of expertise to you.

These training programs, serving pharmacy organizations and corporations, hospitals, social workers and other service agencies and companies, provide up-to-date and comprehensive Medicare training while creating a program to reach out to your patients and potential patients in a very personal way. For more information on our customized Medicare trainings, please contact Jasmine Suo, Operations Manager at jsuo@cahealthadvocates.org or 916-231-5112.

 

We also offer a-la-carte workshops addressing major topics in Medicare. These workshops are specifically designed for professionals who serve Medicare beneficiaries. Please use the form linked below to submit a request. We will make arrangements with the speaker/trainer, send you a note of confirmation and mail training materials to you prior to the event. All workshops except for Medicare Fraud are offered for a fee. Please call 916-231-5110 for workshop fees and more information.

Register here:

Educational Workshop Request

Current Workshop Topics

  1. Medicare: An Overview
  2. Supplementing Medicare
  3. Medicare Part D: An Overview
  4. Medicare Appeals
  5. Assistance for People with Low Incomes
  6. Medicare Fraud and Abuse (Also available in Spanish)
  7. Long-Term Care and Long-Term Care Insurance

Speaker information

For more information about our knowledgeable speakers/trainers, see our staff biographies.

  • Bonnie Burns, Training & Policy Specialist
  • Micki Nozaki, Project Director
  • Sandy Morales, Manager of SMP Outreach & Volunteer Coordination;
  • Diane Caradeuc, CMS Liaison
  • Paula Holden, SMP Regional Liaison


WEBINARS

 

A Review of Medicare Part D Drug Coverage & Resources for Beneficiaries

July 19, 2017 at 10 a.m. PDT » Register Today

  • Presenter: Rajul A. Patel, Pharm.D., Ph.D. of the Thomas J. Long School of Pharmacy & Health Sciences at University of the Pacific.

Join us as Dr. Patel covers an overview of Medicare Part D, coverage determination, Part D plan formularies and avenues to best assist beneficiaries. This webinar is great for anyone working with Medicare beneficiaries.

The fee for this webinar is $50 per site and access to the archive will be available for 90 days.

Register today!


 

WEBINAR ARCHIVES

Ransomware and Western Union Consumer Protection

June 22, 2017 » View Webinar » View Materials (PDF)

  • Presenters: Michael J. Corby, IT Consultant, and John Skoglund III, Senior Manager, Fraud Risk Management at Western Union

This archived webinar includes 2 informative presentations on how to avoid being a victim of ransomware followed by a presentation on the Western Union Consumer Protection Program.

Ransomeware is rampant across the internet and organizations are paying the criminal hackers who are holding their critical information hostage. Ransomware is a type of malicious software that blocks access to the victim’s data or threatens to publish or delete it until ransom is paid.

Western Union takes consumer protection seriously and has a comprehensive program that deters fraudsters and helps protect consumers from fraud. This session includes an overview of the Western Union Consumer Protection Program.


More Than Just a Band-Aid: Learn About the Better Business Bureau

May 25, 2017 » View Webinar » View Materials (PDF)

  • Connie Alarcon, Manager, Bakersfield division of the Better Business Bureau (BBB)

This webinar covers information about who and what is the Better Business Bureau (BBB); how we can best utilize the BBB in our everyday tasks, types of complaints we can file with the BBB and information on how to prevent, detect and report healthcare fraud, abuse, and errors. Connie Alarcon also dives into the latest scams that are happening all around us.


 

Recruiting, Training & Working with Hispanic Volunteers

March 30, 2017 » View Webinar » View Materials (PDF)

  • Maria Eugenia Hernandez-Lane, Vice President, National Hispanic Council on Aging (NHCOA)

Maria Eugenia Hernandez-Lane, Vice President of National Hispanic Council on Aging, provides an an informative webinar on how to recruit, train and work with Hispanic volunteers.


 

Providing LGBT Older Adult Resources and Outreach

February 23, 2017 » View Webinar » View Materials (PDF)

  • Sherrill Wayland, MSW, Manager of National Projects at Services and Advocacy for GLBT Elders (SAGE)

Sherrill Wayland, Manager of National Projects at Services and Advocacy for GLBT Elders (SAGE), provides an overview of findings from the 2014 Out and Visible Survey. She also shares of many resources available in support of LGBT older adults including fact sheets developed for SMP/SHIP programs, best practice guides available through SAGE’s National Resource Center on LGBT Aging, SAGENet Affiliate Programs, the SAGE National LGBT Elder Hotline and LGBT National Housing Initiative and the SAGECare Training Program. This webinar gives valuable resources you can use each day in outreach and service to LGBT older adults.

Sandy Morales, Manager of SMP Outreach & Volunteer Coordination, also starts off the webinar with an overview of current Medicare fraud trends.


Best Practices and Tips for Education, Resources, and Community Collaboration to Assist Medicare Individuals Under Age 65

January 26, 2017 » View Webinar » View Materials (PDF)

This archived webinar provides an overview of tips for working with Medicare beneficiaries under age 65. Note – a portion of this webinar was pre-recorded. The webinar includes:

1. Resources for younger Medicare beneficiaries developed by the Center for Medicare Advocacy and the Center’s partners through the course of the Administration for Community Living grant – Kathy Holt, Associate Director/Attorney, Center for Medicare Advocacy.

2. Insights from the disability community about where younger Medicare beneficiaries look for information and find resources – Michael Murray, Executive Director, American Association of People with Disabilities.

3. Innovative new programs and resources developed by the Social Security Administration to improve access to services and quality of life for younger Medicare beneficiaries – Ben Belton, Senior Advisor to the Commissioner, Social Security Administration & Robert Pfaff, Deputy Associate Commissioner in the Office of Research, Demonstration, and Employment Support.

4. Fraud schemes, where and how to refer any potential Social Security fraud, and Section 1140 – Alex Rzasa and David Rodriguez, Office of the Counsel to the Inspector General (OCIG).

5. Health Care Fraud and Abuse Quiz – 17 Questions to test your knowledge!


Medicare Changes in 2017

October 28, 2016 » Download Materials

This webinar reviews Medicare Changes in 2017. The discussion includes:

  • Healthcare fraud update
  • 2017 Medicare Part D cost-sharing
  • Stand-alone Medicare Part D plans available in California in 2017
  • Benchmark plans in 2017
  • Medicare Advantage- landscape of 2017 plans

 

Critical Issues Facing Seniors & Persons with Disabilities

October 27, 2016 » Download Materials

This enlightening, 3-part educational webinar educates on critical issues facing seniors and persons with disabilities, including: Medical Identity Theft and Healthcare Fraud; Marketing Violations involving Medicare Advantage Plans; and the Universal Epidemic of Elder Abuse.

Presenters: Micki Nozaki, Project Director with California Senior Medicare Patrol; Julie Schoen, Deputy Director with National Center on Elder Abuse; and Julie Lowrie, Investigator with the Office of Enforcement at the California Department of Managed Health Care


 

Updates on DMEPOS Round 2 & National Mail Order Recompete

August 25, 2016 » Download Materials: DMEPOS CB Webinar, SMP Slides

  • Phabian Barrett, Palmetto GBA

Phabian Barrett with Palmetto GBA presents on the the Round 2 Recompete and National Mail Order Recompete for the next phase of the DMEPOS competitive bidding program. As in Round 2, Fee-For-Service Medicare beneficiaries residing in competitive bidding areas (CBA) must use contract suppliers to obtain their DME/diabetic testing supplies if they want Medicare to pay. With the recent release of the new Single Payment Amounts (SPAs) and the unveiling of the contract winners, this is interesting information to learn.


Ambulance Take Down

July 28, 2016 » Download Materials

  • Jacob Dugger, Fraud Investigator, SafeGuard Services

Jacob Dugger, Fraud Investigations Team Lead (Zone 1) with SafeGuard Services (SGS) details the ambulance take down on providers that were transporting dialysis patients for dialysis and whether or not the transports met Medicare guidelines for transportation. He shares what qualifies a beneficiary for transportation.


Learn About Common Nursing Home Problems

June 23, 2016 » View Webinar » Download Materials

  • Eric Carlson, Staff Attorney, Justice in Aging

Eric Carlson, Directing Attorney with Justice In Aging covers the many common nursing home practices that are illegal. In order to receive the best possible quality of care, a resident or resident’s family member should be familiar with the protections of the federal Nursing Home Reform Law, and understand how to use the law effectively.


Do You Know How to Access Supplies Through Medicare’s Competitive Bidding Program?

Apr 28, 2016 » Download Materials
More info on: Supplier Standards & Quality Standards

  • Tangita Daramola, Competitive Acquisition Ombudsman, U.S. Department of Health and Human Services, Centers for Medicare and Medicaid Services

Tangita Daramola reviews Medicare’s Competitive Bidding Program and how to ensure access to Durable Medical Equipment, Prosthetics/Orthotics Supplies (DMEPOS).


Are You Transitioning from Covered California to Medicare?

Mar 24, 2016 » Download Materials

  • Elaine Wong Eakin, Executive Director, California Health Advocates

Elaine Wong Eakin reviews the series of articles posted on this topic in our Medicare Basics section. (See 1st article, What to Do If You Have a Covered California Plan and Become Eligible for Medicare? (Part 1)).

As people with a Covered California plan turn 65 and become eligible for Medicare, some are asking what they should do. Others are not aware they need to do anything, continue with their Covered California plan, and face penalties later. This webinar discusses the following questions in relation to different groups and their options.

  • Must I enroll in Medicare if I have a Covered CA plan?
  • What happens to my tax credits when I become eligible for Medicare?
  • If I have MAGI Medi-Cal, will my costs go up when I enroll in Medicare?

Coordinated Care Initiative Updates

Feb 25, 2016 » View Webinar » Download Webinar Materials

  • Amber Cutler, Staff Attorney, Justice on Aging

Amber Cutler, Staff Attorney with Justice on Aging discusses the current status of the Coordinated Care Initiative (CCI), including the federally-approved dual eligible demonstration known as Cal MediConnect, that began implementation in April 2014. Topics include:

  • The CCI and the 2016/17 budget
  • Enrollment
  • Policy changes
  • Early evaluation results

The CCI is now underway in 7 counties including Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Mateo, and Santa Clara.


Telemarketing Healthcare Fraud

JAN 28, 2016 » View Webinar » Presentation » Short Presentation

  • Tracey Thomas, Attorney, Federal Trade Commission’s Bureau of Consumer Protection

Tracey Thomas, Attorney with the Federal Trade Commission’s Bureau of Consumer Protection, discusses telemarketing health care fraud, including scams involving Medicare, the Affordable Care Act, prescription discount cards, and medical discount plans. Tracey also reviews new rules and restrictions recently added to the Telemarketing Sales Rule that can provide additional protection for consumers.


Medicare Marketing Misconduct with Julie Lowry of DMHC

Aug 27, 2015 » View Webinar » Download PowerPoint

  • Julie Lowrie, Investigator, Department of Managed Health Care

Julie Lowrie presents the current types of marketing misconduct as seen from the perspective of the California Knox-Keene Act. You will learn the current Do’s and Don’ts of Medicare Marketing, the kinds of activity considered to be misleading, deceptive, and potentially fraudulent in the sale of Medicare Advantage products and how to report such activities.


Meet the National Center on Elder Abuse

May 28, 2015 » View Webinar » Download PowerPoint

  • Julie Schoen, Deputy Director, National Center on Elder Abuse

Fraud has a great impact on the cost and quality of health care. Medicare Fraud can be considered one type of financial elder abuse. But elder abuse as a whole, encompasses many layers and complexities. Julie Schoen, JD, Deputy Director of the National Center on Elder Abuse presents on the role of the National Center on Elder Abuse (NCEA) and World Elder Abuse Awareness Day, (WEAAD) which occurs June 15, 2015. Julie addresses the types of elder abuse and how this issue is evolving into a global social justice movement.


Learn About the DMEPOS Competitive Bidding Program

Mar 26, 2015 » View Webinar » Download PowerPoint

» Download Handouts

  • Malisa Rogan, Competitive Bidding Liaison, Palmetto

Malisa Rogan presents updates on the Durable Medical Equipment Competitive Bid program that has expanded in both scope of items covered and the areas in the country affected since it began in 2011. It’s estimated to save the Medicare Trust funds over $25 billion dollars by 2022. Learn how the program began, where we are now and what to expect in the future.


The Importance of Inclusivity for LGBT Older Adults

Feb 26, 2015 » View Webinar » Download PowerPoint

  • Karen Fazio, SMP Special Projects Manager, California Health Advocates

Learn more about SMP’s LGBT Integration Project; the unique issues lesbian, gay, bisexual and transgender (LGBT) older adults face;  why inclusion is important; trends and changes in aging services ; how language, forms, and communication make a difference; ways SMP has become more inclusive; and links to a powerful short film by Project Visibility.


Overview of Medicare Part A Payment Systems with Diane Caradeuc

Jan 22, 2015 » View Webinar » Download PowerPoints: one or two

  • Diane Caradeuc, CMS Liaison, California Health Advocates

Diane reviews the Part A program and how its benefits are paid. The discussion includes both how program payments historically started and the current Part A benefits payment methods. She also reviews some of the controls established to protect the financial solvency of the Medicare program and some commonly used Medicare terms like DRG, HAC, RACs, and consolidated billing.


Medicare Marketing Misconduct with Julie Lowry, DMHC

Nov 20, 2014 » View Webinar » Download PowerPoint:

  • Julie Lowrie, Associate Corporations Investigator, CA Department of Managed Health Care

Learn about the current types of marketing misconduct as seen from the perspective of the California Knox-Keene Act. Ms. Lowrie reviews the do’s and don’ts of Medicare Marketing, and provides examples of activities considered to be misleading, deceptive, and potentially fraudulent in the sale of Medicare Advantage products. She also reviews how to report marketing fraud.


Quality Improvement Organization (QIO) Update for California

Oct 23, 2014 » View Webinar » Download PowerPoint:

  • Diane Caradeuc, CMS Liaison, California Health Advocates
  • Kym Roundtree, Communications Lead, Livanta
  • Jennifer Wieckowski, California State Program Director, Health Services Advisory Group (HSAG)
  • Linda Schoenbeck, Executive Director of Medical Review Utilization Services/Management Activities , HSAG

Two Quality Improvement Organizations (Livanta and Health Services Advisory Group) now cover California. This webinar reviews the their current scope of work and the separation of the care reviews and discharge appeals work with the quality of care improvement work with providers. Livanta is the QIO that now reviews individual cases and appeals while HSAG is focused on Quality Improvement Projects. Learn how each organization works with California beneficiaries and providers, how to best submit appeals or complaints about quality of healthcare to the QIO, and what new quality projects may involve our providers.


Concierge Medicine

Aug 28, 2014 » View Webinar » Download PowerPoint:

  • Diane Caradeuc, CMS Liaison, California Health Advocates

A relatively new business model in healthcare is concierge medicine. While some people embrace this type of healthcare service, others wonder if it violates Medicare rules and regulations. Find out how concierge medicine does or doesn’t work for a Medicare beneficiary. Learn some of the questions a Medicare beneficiary needs to ask their doctor who is now offering them concierge medicine.


The Process of Complaint Investigations

Jul 24, 2014 » View Webinar » Download PowerPoint:

  • Sharon Won, RN, East Bay State Licensing & Certification Office

Have you ever wondered what happens when you lodge a quality of care complaint about a licensed medical facility? Sharon Won from the East Bay State Licensing and Certification office explains the process. Learn what California’s field offices do to investigate and resolve the complaints that are filed as well as what type of facilities they do investigate. Also, find out how an individual can be involved in the complaint process.


Navigating the Medicare Drug Maze

Jun 26, 2014 » View Webinar » Download PowerPoint:

  • Diane Caradeuc, CMS Liaison, California Health Advocates

If you have ever wondered which part of Medicare (A, B, C or D) covers a particular prescribed drug, this webinar will help you understand some of the rules that determine which part of Medicare pays for which drug. While most people know about Part D, the drug benefit, Medicare has and does cover some drugs in all parts of Medicare. And, if you have ever wondered why the flu vaccine is covered by Part B but the shingles vaccine is covered by Part D, this webinar will also answer this question (and more).


LGBT Cultural Competencies

MAY 22, 2014 » View Webinar » Download PowerPoint:

  • Karen Fazio, SMP Special Projects Manager, California Health Advocates
  • Micki Nozaki, SMP Project Director, California Health Advocates

Learn about our Senior Medicare Patrol’s LGBT (Lesbian Gay Bisexual Transgender) Integration Project. Topics covered include:

  • Why the LGBT community is considered under served
  • Progress of this important project
  • Prevalance of discrimination, fear, and isolation
  • Your toolkit for outreach


Home Health & Hospice Potential Fraud

Feb 27, 2014 » Download PowerPoint:

  • Carolyn Cahn, RN of Centers for Medicare and Medicaid Services

Learn about Home Health & Hospice and the fraud potential in these programs. Carolyn also discusses a recent court decision regarding maintenance therapy since it applies to the home health benefit.


Senior Medicare Patrol Intro to Medicare Fraud & Abuse

Jan 24, 2014 » Download PowerPoint:

  • Micki Nozaki, SMP Project Director, California Health Advocates
  • Sandy Morales, Bilingual Case and Outreach Specialist, California Health Advocates
  • Paula Holden, SMP Regional Liaison, California Health Advocates

Learn about Medicare fraud and abuse, and common schemes in outpatient, inpatient, home health and hospice care, and in the Part D prescription drug benefit. Also review the work of the Senior Medicare Patrol and how you can participate in sharing the “Protect, Detect, Report” message.


Round 2 of the DME Competitive Bidding Program

Jul 25, 2013 » Download PowerPoint:

  • Diane Caradeuc, CMS Liaison, California Health Advocates

Review what the DMEPOS competitive bidding program means and get an update on Round 1. Also, learn about how the national mail-order competition for diabetic supplies that began July 1, 2013 affects our beneficiaries and potential areas of abuse in the program.


Medicare Rx Drug Benefit Part B vs Part D Home Infusion Perspective

Mar. 28, 2013 » Download PowerPoint:

  • Lucy Saldaña, Pharm.D., Centers for Medicare and Medicaid Services Region IX Pharmacist Consultant

Social Security Updates

Feb. 28, 2013 » Download PowerPoint:

  • Frank Van Nostrand, Public Affairs Specialist, Social Security Administration

California Department of Corporations & Seniors Against Investment Fraud

Jan. 24, 2013 » Download PowerPoint:

  • Jackie Wiley-Sistrunk, California Department of Corporations

Potential Fraud in Hospice Agencies & Hospice Payments

Nov 1, 2012 » Download PowerPoint:

  • Fraud in Hospice Agencies (Pat Frey, Center for Medicare and Medicaid Services)
  • Hospice Payment (Diane Caradeuc, California Health Advocates)

Other Medicare-related Sites for Professionals