Region 2 Institute Sponsors

2022 Annual Fall Institute Sponsors

Platinum Sponsors


FORVIS, LLP ranks among the nation’s top 10 professional services firms. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. FORVIS is built upon the strong legacies of BKD and DHG, which is reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. With more than 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe, FORVIS offers assurance, tax, advisory, and wealth management services. Visit for additional information.

Contact: Nick Rivera



Tegria provides consulting, technology services, & revenue cycle management to help organizations of all sizes humanize each healthcare experience. Founded by Providence, with teams throughout the United States and internationally, Tegria is comprised of more than 3,500 colleagues who help their customers integrate technology, transform operations, accelerate revenue and optimize care. To learn more, visit

Contact: Joseph Favata


Networking Event Sponsor

Healthcare Management Solutions LLC (HMS)

Healthcare Management Solutions LLC (HMS) is a NYS certified Women’s Owned Business and has been serving the healthcare industry since 2001. The two co-founding Principals, Bonnie Amoia, FHFMA and Marianne Muise, FHFMA, each have over forty (40) years of financial management experience that has been dedicated in the healthcare industry. In addition, HMS has nine senior level consultants with extensive backgrounds in finance, reimbursement, revenue cycle and systems reporting.  They come from a variety of healthcare backgrounds which include senior financial hospital executives, reimbursement directors, revenue cycle directors, financial and system analysts, certified public accountants and Medicare auditors. Our experience makes us a unique team in providing our clients with better management outcomes. To learn more, visit

Contact: Marianne Muise


Breakfast & Breaks Sponsor

Professional Claims Bureau

Professional Claims Bureau is part of Meduit, one of the nation’s top 3 leading revenue cycle solutions companies.  With decades of experience in the RCM arena PCB combines a state-of-the-art accounts receivable management model with advanced technologies, including AI, and an experienced people-focused team that takes a compassionate and supportive approach to working with patients. Providing an excellent patient experience, while significantly improving healthcare organizations’ financial, operational and clinical performance, we enable our partners to dedicate their resources to providing more quality healthcare services to more patients. For more information, please visit

Contact: Karla Brown


Betz Mitchell Associates, Inc.

We currently partner with over 40 hospitals, skilled nursing facilities and network hospital systems throughout the New York metropolitan area. We are a minority owned, certified MWBE organization (MWCERT2021-1110) and are comprised of multi-lingual employees boasting a 93% minority rate, of which 79% are women.

Incorporating the latest RPA and AI throughout our business process we have the capacity to perform insurance discovery on placed accounts and to obtain the most current claim status detail on unpaid claims using a leading national technology service. 

We specialize in Medicaid Eligibility, Patient Financial Advocacy, Worker Compensation and No Fault Billing and Follow Up, Insurance Billing and Follow Up, Payment Variance, Denial Solutions, Specialized Revenue Cycle Consulting and Management, and Self Pay Receivables and Legal Collections.

Contact: Walter Wencak


Luncheon Sponsors

Balanced Healthcare Receivables, LLC

We believe the “right fit” for any partnership is essential–collaborative, honest and authentic relationships are what count in today’s business environment. Our commitment to a solid partnership based on trust and honesty allow us to deliver exceptional financial results while building goodwill for our client’s patient base and community.

Find Your Balance. Set Your Goals. We are here to help.

Service offerings:

  • Self-Pay/Early Out account management 
  • Customer Care Call Center
  • Third-party receivables / Insurance follow-up (short- & long-term)
  • System conversions / Legacy AR winddowns / Credit Balances
  • Bad Debt Recovery Solutions (Primary/Secondary)
  • Consulting services

Contact: Timothy Hall


OneBridge Benefits

Health benefit costs are out of control. Year-over-year costs are unpredictably increasing—with no end in sight. Even worse, this ever-increasing benefit spend doesn’t give each employee the tailor-fit health coverage they deserve.

At OneBridge Benefits, we’re changing this.

With our defined benefit model (a funded individual coverage HRA), you’re in control of how much you give each employee, and each employee chooses how to spend their benefit dollars in a way that best fits their unique situation. The average employee has over 50 plans to choose from and a one-to-one health insurance guide to walk them through their decision. Any unused funds are retained by the employee in perpetuity and can be used to cover future qualified medical expenses—including long-term care, Medicare premiums, and dental or vision plans. Employees are giving this new benefit an average 9/10 satisfaction rating in post-enrollment surveys and employers throughout NYS are working with OneBridge to upgrade their benefits package.

Contact: Jason Pappas


Exhibit 2 Sponsors


Med-Metrix offers next generation healthcare Business Intelligence and Revenue Cycle Performance Management technology solutions, workflow driven outsourced services, and expert advisory capabilities honed by years of direct operational experience. Our mission is simple: To help our clients improve their margins and efficiency. We provide a full spectrum of Revenue Cycle and Business Intelligence software and consulting from Receivable and Revenue Valuation to Dashboard Analytics.

Contact: Justin Wright


Moss Adams LLP

Moss Adams LLP provides assurance, tax, and consulting insight and expertise to public, private, and not-for-profit health care enterprises. We serve more than 3,700+ clients across the health care continuum, from large health systems, hospitals, and long-term care organizations to clinics, medical groups, and physician practices. Discover how our specialty health care consulting services including Government Compliance, Lean Health Care, Operational Improvement, Performance Excellence, Provider Reimbursement Enterprise Services, and Strategy & Integration can help your organization plan for what’s next. Learn more at

Contact: Jamie Pennington


McKay Consulting, Inc.

McKay Consulting, Inc. (McKay), is a national healthcare finance and reimbursement consulting firm. McKay is widely viewed as a national leader in the areas of hospital reimbursement, Medicare Disproportionate Share (DSH), wage index analyses, and geographic reclassification services. Our goal is to provide our clients with the best financial and reimbursement consulting services in compliance with all applicable laws and regulations, while positioning providers for optimal reimbursement. 

Contact: Will Hansen


Tritech Healthcare Management

Led by a management team with over 90 years of combined billing experience specializing in Workers’ Compensation and No-Fault, many consider Tritech “The Experts”. Unlike a collection agency, we focus solely on Workers’ Comp and No Fault billing and collections, which is what gives us the “edge” over our competition.

Contact: Wendy Leo



HBCS is a nationally recognized and regionally respected Revenue Cycle Management organization solely in the healthcare receivables management business for over 35 years.   HBCS delivers innovative solutions for the evolving revenue cycle landscape.  We are committed to creative problem solving focused on service delivery with a proven track record of optimizing total reimbursement and reducing bad debt expense while ensuring a positive patient financial experience.

Contact: Steve Aaron



At IRI, we provide an integrated suite of solutions to ensure that your facility is maximizing reimbursement in compliance with regulatory guidance. Our dedicated team of expert consultants have decades of experience educating healthcare facilities, analyzing data, and recommending and implementing process improvements. We’ve worked with hospitals and other healthcare facilities across the country, implementing best practices to ensure charge integrity.

Contact: Jon Menard



Revecore offers health systems over two decades of unrivaled technology and expert insight into the most challenging areas of revenue cycle to ensure they are appropriately reimbursed for the care they provide. In addition to being Ranked Best in KLAS for Complex Claims two years in a row, we are also HFMA Peer Reviewed for underpayment recovery and complex claims solutions.

Contact: Tracey Campbell


Sixth Sense Intelligence

Sixth Sense Intelligence provides actionable operational intelligence, enabling quick answers to the most pressing problems facing large healthcare organizations today.

The company’s software-as-a-service (SaaS) platform and expert consulting services help healthcare executives quickly:

✓ Standardize and streamline data into a “single source of truth”

✓ Make better decisions

✓ Find millions in revenue and cost savings

Sixth Sense’s proprietary SMaRT Analytics™ platform delivers immediate ROI with unparalleled insight into thousands of questions all healthcare executives are asking.

For deeper insight, the Sixth Sense team can customize the platform to help healthcare leaders discover even greater opportunities for improvement.

Learn more at

Contact: George Krueger


KeyBank, NA

Contact: Stephen Markley



Paymentus (NYSE: PAY) is a leading provider of cloud-based bill payment technology and solutions. We deliver our next-generation product suite through a modern technology stack to more than 1,700 billers across North America. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. Paymentus’ proprietary Instant Payment Network™, or IPN, extends our reach by connecting our IPN partners’ platforms and tens of thousands of billers to our integrated billing, payment, and reconciliation capabilities. Paymentus serves billers of all sizes across a variety of industry verticals, including utilities, financial services, insurance, government, telecommunications and healthcare. For more information, please visit

Contact: Jamie Pollenz


Patriot International Group, LLC

If you have spent any time in the healthcare industry, it is not lost on you that insurance companies maintain a business model intended to place as many barriers between you and the receipt of fair and reasonable reimbursement.  Having an infinite number of hurdles at their disposal, carriers know that practices will regularly either “throw in the towel” on possible collection or simply forget to diligently follow-up.  Consequently, most practices and providers are saddled with ever-increasing aged receivables that are never secured (i.e., they just sit on the practice’s books).  This is precisely where Patriot International can be of immense assistance.

Made up of legal and industry professionals, in tandem with tech experts, Patriot International can bring decades of experience to your practice or organization.  With this expertise, Patriot International uses an analytical approach to excel in aged receivable collections.  Its legal and industry professionals analyze carriers’ policies and applicable law, using the same in legal arguments to force carriers to stop their game-playing and remit payment.  The tech experts at Patriot International build in automated efficiencies into the aged revenue cycle process, ensuring that deadlines are timely met, patterns are observed, and plan terms and conditions are taken into account.  

This unique combined approach is unlike that of any other company in the industry and sure to result in increased revenue and profits.

Contact: Thomas Force


Office Ally

Office Ally offers a suite of value-centric revenue cycle solutions for the healthcare provider market. Now combined with Bluemark, our solutions include: a full service clearinghouse, self-pay management, insurance coverage discovery, audit management and response, plus several offerings for both the sub-acute and physician practice markets. These solutions are easy to implement, and provide increased reimbursement revenue, operational efficiency and will lower administrative costs, all while improving business and patient health.

Contact: Stephen Mullin



QBS has proudly and successfully served the healthcare community since 1987, offering solutions for Medical Billing, Cash Acceleration, Medicaid Eligibility, Advocacy and Enrollment, as well as Advisory Services for critical system migrations and operational support.  For over 35 years QBS has been leading the way in developing revenue cycle solutions that allow our clients to respond to the ever-changing healthcare environment.  Our clients trust QBS Revenue Cycle Solutions to improve their financial outcomes.

QBS Experience

Every healthcare organization is unique, which is why our programs are designed to fit the specific needs of our clients.  Sometimes it takes experienced, external professionals to supplement your revenue cycle team.  Whether its cost savings, revenue cycle expertise, or temporary changes in staffing levels, QBS is ready to serve as an extension of your revenue cycle. QBS has served clients from small private practices to large health systems, by managing a range of services from Medical Billing, Accounts Receivable Management, and Medicaid eligibility and enrollment services.

QBS Value

Creating lasting value for our clients has always been a top priority for QBS.  QBS is committed to accuracy, quality, compliance, and our customer service is unrivaled in the industry.  Our goal is to improve the financial health of our clients so our clients can provide the best care to their patients. 

QBS Partnership

QBS sets itself apart with service, skill, and financial returns.  Longstanding relationships with our clients, serve as a testament to our success.  You can be confident that QBS is attentively working as an extension of your business.  More than a vendor, QBS is truly a partner.

Contact: Perry Santullo


CBIZ KA Consulting Services, LLC

Contact: Jeff Lampman



Advata is an advanced analytics software company with a suite of SaaS products that drive better healthcare. We offer revenue cycle management with responsible AI, ML, and RPA to optimize revenue. We help organizations assess and prevent denials, improve revenue through AR resolution, identify and execute automation opportunities, and streamline workflows.

Contact: Keith Shanks


Russell Friedman & Associates

Contact: Ron Wright


Cloudmed, an R1 company

Contact: Nicole Cook


Simpliphy – physician compensation software

Contact: John Smith


Exhibit 1 Sponsors

AccuReg (Database Solutions Inc.)

AccuReg the market leader in patient access, provides health systems, hospitals and large specialty clinics with a single platform that integrates patient access, intake and engagement and enables healthcare consumerism, the consolidation of vendors and increased net revenue. AccuReg EngageCare™ utilizes automation, an advanced rules engine and artificial intelligence that includes robotic process automation, machine learning and predictive analytics. EngageCare offers patients intuitive digital tools allowing them to complete error free pre-registration and registration, use a digital front door and virtual waiting room at check-in, make payments from accurate price estimates and communicate bi-directionally in real time. EngageCare delivers the data integrity required to eliminate denials, collections and write-offs and protects the revenue cycle from errors. EngageCare provides patients the digital experience they expect and further positions customers as leaders in their markets. AccuReg has offices in Nashville, Orlando and Mobile. 

Contact: Michael Haverty


BDM Internatonal

BDM is a specialized international healthcare billing and recovery firm; we act as an extension of our client’s Business Office, billing international travel insurance companies and patients who received care.

Since 2002, we have a developed, consistent and proven track record of successfully billing and recovering international accounts for many leading US healthcare providers. Our success-based fee structure means that you only pay us based on the account recovered and only after you have received payment. We do not require a minimum number of accounts in order for us to recover on your behalf. Therefore, engaging our service is risk free and safe!

Contact: Jennifer Powers-Johnson


Moxe Health

Moxe empowers smarter, simpler, more secure data exchange for better healthcare. Compatible with the leading EHRs, Moxe improves collaboration by digitizing medical charts and enabling bidirectional data exchange between providers, payers, and third-party requestors. Moxe’s API-first approach is revolutionizing the secure exchange of clinical information and putting actionable insights directly into the clinical workflow. Moxe solutions support risk adjustment, quality improvement, payment integrity, revenue cycle management, care management, and more.

Contact: Kristin Woodworth


ClearBalance HealthCare®

ClearBalance HealthCare® patient financing makes care affordable. We increase patient adoption and repayment while improving cash flow and reducing bad debt. ClearBalance is Best in KLAS, HFMA Peer Reviewed and HITRUST CSF Certified. The ClearBalance ROI Value Model™ is the nationally recognized benchmark for patient loan program performance standards.

Contact: Laurie Heavey


Digital Blue

Digital Blue’s mission is to improve lives. We minimize the administrative burden through business process optimization, process automation, and digital transformation. Our solutions streamline the healthcare administrative processes, including prior authorization and referrals. As a result, organizations typically see a reduction in manual effort of up to 45%, resulting in more timely patient care, improved customer and employee satisfaction, and increased revenue.

Contact: Shawn Firehock


Syntellis Performance Solutions

Syntellis’ powerful, easy-to-use financial planning solutions have empowered healthcare institutions to transform their vision into reality for decades.

We deliver modern, scalable, and innovative enterprise performance management solutions that transform our client’s vision into reality by empowering them to:

Acquire Insights

  • We provide tools that transform data into intelligence, helping our clients see the bigger picture.

Accelerate Decisions

  • With actionable insights, our clients can strategize smarter – quickly making clear plans and confident choices.

Advance the Plan

  • Backed by smarter decisions, our clients execute priorities and propel their organizations forward.

Contact: Ken Marchand 


Education Program Sponsors


Withum is a top 25 nationally ranked forward-thinking, technology-driven advisory and public accounting firm with locations along the east coast and nationwide. Our team of healthcare professionals can assist with your financial and corporate challenges ensuring your organization is at the forefront of all healthcare accounting, consulting and tax standards.

Contact: Domenic Segalla


Jzanus, LTD

Jzanus LTD. is the premier provider of Revenue Cycle Management Services & Technology for the most prestigious Healthcare Systems in the Tristate area for over 35 years.

Contact: Robin Ziegler


Bonadio & Co, LLP

The Bonadio Group’s dedicated Health Care Team brings longtime experience and considerable resources to the challenges you face. From compliance and accounting, to reimbursement and financial planning, Bonadio also brings unsurpassed levels of technical excellence. Our commitment and dedication to our clients have made us one of the most successful CPA firms serving healthcare entities in New York State.

Contact: Jonathan Miller



Curae is the strategic partner for complex healthcare systems integrating technology, services and capital to solve all patient liability challenges.

Extend the lifetime value of your patients, increase patient satisfaction and stickiness with an elegant, push-button payment experience. Increase patient payments up to 100% or more, improve system-wide revenue by 2-5% and eliminate bad debt. Minimal technical requirements and a simple implementation makes Curae the right choice for complex systems.

Benefits for Health Systems:

  • Enroll 100% of your patient population
  • Flexible non-recourse financing
  • Funding within 24- 48 hours from the time of transaction
  • Eliminate AR management and bad debt
  • Increase patient satisfaction with mobile first, consumer friendly journey
  • Automated processes designed exclusively for large system networks

Contact: David Grizzanti


TPR Solutions, LLC

Third Party Reimbursement Solutions, LLC (TPR), LLC provides advisory services to hospitals and health systems on a local and national level. Specifically, our company offers advisory services that focus on Hospital Medicare and Medicaid reimbursement and regulatory issues. The key to our success is a balance between our deep industry expertise and relationships, in conjunction with our superior client service model. TPR’s business philosophy is simple and straightforward: 

“To provide proactive and creative solutions that address our clients’ reimbursement needs and to develop deep relationships within our client organizations thus becoming a trusted advisor for all their Hospital reimbursement needs” 

Contact: Tracey Roland


Change Healthcare

Change Healthcare (NASDAQ: CHNG) is a leading healthcare technology company focused on insights, innovation, and accelerating the transformation of the U.S. healthcare system through the power of the Change Healthcare Platform. We provide data and analytics-driven solutions to improve clinical, financial, administrative, and patient-engagement outcomes in the U.S. healthcare system.

Contact: Alyson Belz


Name Badge Sponsor

Tritech Healthcare Management

Led by a management team with over 90 years of combined billing experience specializing in Workers’ Compensation and No-Fault, many consider Tritech “The Experts”. Unlike a collection agency, we focus solely on Workers’ Comp and No Fault billing and collections, which is what gives us the “edge” over our competition.

Contact: Wendy Leo


Registration Sponsor

Fust Charles Chambers LLP

Fust Charles Chambers LLP is a professional service firm providing accounting, audit, tax, and advisory services to businesses, not-for-profit organizations and individual clients. Our experienced and dedicated professionals take a personal interest in the success of our clients and listen to their concerns, goals and objectives.

Our firm concentrates on maintaining close relationships and a responsiveness to the needs of our clients. We meet with them regularly throughout the year to discuss pending tax legislation and issues pertinent to their business and industry while keeping them up to date on the pronouncements issued by the Financial Accounting Standards Board. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Contact: William Wildridge


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