Monday, November 12, 2018
6:30 pm – 9:00 pm CT
Ram Restaurant and Brewery ‐ 1901 McConnor Parkway ‐ Schaumburg, IL 60173

Tuesday, November 13, 2018
8:00am to 4:00pm (Central)
Optum Offices ‐ 1600 McConnor Parkway ‐ Conference Room 354 ‐ Schaumburg, IL 60173
(Agenda Subject to Change)


8:20 am Call to Order/Welcome – Eric Christ, President of HATA

8:25 am Welcome – Tammy Banks, Vice President of HATA (Meeting Host)

8:30 am Roll Call and Participant Introductions – Buddy Claborn, Treasurer 

8:45 am HATA Report – PMS Industry Landscape ‐ Expansion/Consolidation – Eric Christ, President

9:00 am Streamlining the Eligibility Process – 5010 & 7030 X12 270/271 Standard Transaction –
Donna Campbell, Health Care Services Corporation (HCSC) [X12 270/271 Co‐chair]
Moderator: Patrick Hall, Board Member of HATA

9:45 am Proactive Claims Handling – Increasing Payer‐Provider Actionable Communication – Steve
Morelli, UHC & Steve Sewell, Optum 360
Moderator: Daniel Wojta, Board Member of HATA

10:30 am BREAK

10:45 am Payer vision for increased data flow to keep our clients within the workflow,
decrease phone calls and other manual processes – Donna Campbell, Health Care
Supply Corporation (HCSC), Steve Morelli, UnitedHealthcare, Mary Lynn Bushman,
National Government Services INC.
Moderator: Rob Tennant, MGMA

11:30 am Pilot/Solution Opportunities

11:30 – Noon Payer EDI Attachment Opportunity – Mary Lynn Bushman, Anthem
Noon‐ 12:20 Solving for Interoperability: X12 Innovative Messaging Pilot
Opportunity—Gary Beatty, Optum [X12 Chair]
Moderator: Tammy Banks, HATA Vice President

12:20 pm LUNCH

12:50 pm Smart Attach – making attachments work within the PMS—Anirban Mukherjee, Director
Solution Consultant/Sergiu Rata, S Director Smart Trading, Edifecs
Moderator: Betty Lengyel‐Gomez, Membership Chair of HATA

1:30 pm Streamlining the Contract Administration Process – Addressing Gaps—Patrick
Drewry, Advisory Group
Moderator: Doug Seiber, Board Member of HATA

2:15 pm BREAK

2:30 pm Patient as a Consumer – Tim Mills, Alpha II
Moderator: Chris Bruns, Past President of HATA

3:15 pm The Future is Wide Open ‐‐ Artificial intelligence in the Revenue Cycle and other
emerging innovations—Brad Gnagy, Healthpac Computer Systems, Inc.
Moderator: Eric Christ, President of HATA

4:00 pm ADJOURN – Safe Travels Home!



SpringHill Suites by Marriott

1550 McConnor Pkwy, Schaumburg, IL, US, 60173

Hotel Room Rate: $119 with breakfast


Phone Reservations

Marriott Reservations in the US and Canada: 1-888-236-2427


Chicago O'Hare International Airport (ORD) is approximately 10 miles from the hotel.

Hotel does not provide shuttle service. Alternate transportation from hotel:

  • American Taxi; fee: 32 USD (one way) ;reservation required
  • Estimated taxi fare: 45 USD (one way)