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2021 Practice Management Bundle: E&M Visits & Opioid Therapy Risk Mitigation

Total Credits: 2.0 including 2.0 AOA Category 1-A Credit(s), 1.0 Opioid Credits

Average Rating:
State Associations:
MOA - Maine
Jen Bolen |  Elena McGannon, MPA, RHIA, CCSP, PCCP |  Cynthia Penkala, CMM, CMPE, CMSCS, CPOM |  David Hitzeman, DO |  Michael Warner, DO
2 Hours 10 Minutes
Never expires.


Presentation Title: The Legal Side of Acute and Chronic Pain Management     Jen Bolen, JD
Session Objectives: 
1.To be able to identify core areas of weakness in medical record documentation of patient  risk evaluation, stratification, and monitoring.    

 2. To be able to list three ways to improve medical record documentation of patient risk  evaluation and risk stratification. 
3. To be able to list three ways to improve medical record documentation of patient risk  monitoring and overall prescribing rationale. 

Ms. Bolen has no disclosures. 


Presentation Title: E& Visits: Making it work in your practice   Elena McGannon, MPA, RHIA, CCSP, PCCP; Cynthia Penkala, CMM, CMPE, CMSCS, CPOM; David Hitzeman, DO; Michael Warner, DO
Session Objectives: 

  • Review of 2021 Evaluation and Management (E/M) office – outpatient visit changes
    • Medical Decision-Making Grid
    • Total Time
  • Discuss E/M documentation workflow
  • Documentation for E/M services performed on the same day as OMT
  • What to submit for an E/M -25 modifier, and OMT related denial

Presentors have no conflicts of interest to disclose.

  • The Maine Osteopathic Medical Association designates this program for a maximum of 2.0 AOA Category 1-A credits and will report CME and specialty credits commensurate with the extent of the physician’s participation in this activity. 


MOA Grievance Policy: All grievances should be initially directed in writing to the MOA Executive Director by email to who will share them with the MOA's Program Committee. Grievances will receive a response within 30 days of receipt. If you do not receive a satisfactory response, you may notify the Council on Continuing Medical Education, AOA, 142 East Ontario St., Chicago, IL 60611.




Jen Bolen's Profile

Jen Bolen Related seminars and products

Ms. Bolen is a nationally recognized expert with 30+years cumulative experience and training as an  attorney and regulatory compliance consultant in pain management, addiction treatment recovery,  and clinical laboratory. For nearly 14 years, Ms. Bolen served the US Department of Justice in the role  of Assistant US Attorney and handled healthcare fraud cases. 

Ms. Bolen is recognized as a national legal expert on compliance and risk management related to controlled  medications and drug testing. She frequently audits clinical laboratories and medical practices with the goal of  improving controlled substance prescribing and the documentation of prescribing rationale, data-driven use of drug  testing in patient treatment plans, structure and documentation of controlled substance and patient risk  management practices, laboratory billing and coding, and overall medical necessity documentation. She regularly  finds expert witnesses for attorneys and their clients for cases involving allegations of inappropriate prescribing and  false claims associated with clinical laboratory testing. She also periodically serves as expert legal counsel to assist  other attorneys and their clients in litigation involving these topics and others. 

Ms. Bolen also specializes in laboratory C-suite team operations (business strategy and marketing practices) and risk  mitigation; laboratory coding and reimbursement; laboratory and medical practice audit and regulatory response to  government and licensing board investigations and litigation. She works with both physician office and independent  clinical laboratories. She consults with private equity firms and performs due diligence for them on financial matters  related to pain management and clinical laboratory assets. 

Ms. Bolen discloses that she is a consultant for Paradigm Healthcare.

Elena McGannon, MPA, RHIA, CCSP, PCCP's Profile

Elena McGannon, MPA, RHIA, CCSP, PCCP Related seminars and products

Elena McGannon is the Manager, Physician Payer Relations in the Physician Services Department at the American Osteopathic Association. In Elena’s role she is responsible for supporting the AOA Affiliates, Osteopathic Physician Members, and their practices with payor advocacy issues, coding and billing expertise, revenue cycle processes, and documentation audits. She also provides physician and practice education informally or formally for Osteopathic Associations. Ms. McGannon has worked in the healthcare industry for over 20 years overseeing business and revenue cycle operations and electronic health record implementations. Her career includes working at large integrated healthcare delivery systems, independent physician groups, and independent consulting within the revenue cycle space. She holds a Master’s in Public Administration from the University of Illinois, Chicago and is certified through AHIMA as a Registered Health Information Administrator (RHIA) and Certified Coding Specialist Physician (CCSP). Additionally, she is certified through Procsi as a Certified Change Practitioner.

Speaker had no relevant financial relationships to disclose. 

Cynthia Penkala, CMM, CMPE, CMSCS, CPOM's Profile

Cynthia Penkala, CMM, CMPE, CMSCS, CPOM Related seminars and products

Cynthia Penkala is the Senior Director of the Physician Services Department at the American Osteopathic Association (AOA). In her role, she provides guidance for AOA affiliates, osteopathic physicians, and their practices on issues impacting the medical practice's daily operations. She raises awareness of issues that may impact osteopathic physicians and their practices. She also oversees the development of member education to assist physicians. She has over 40 years of experience working in the health care industry, including; 13+ years of medical association experience, 18+ years managing physician practices, owning her own billing and consulting service, and an additional ten years working in the medical field in other capacities. Cindy uses her versatile skill set to help physicians and their practices be successful. She does this through a continual focus on service offerings, investigation, education, process improvement, and a solid background in healthcare services, organizational management, medical billing, and personnel recruiting. Her passion fuels her drive to make sure physicians have a choice between becoming employed and remaining independent.

Cynthia Penkala discloses that she has no relevant financial relationships with any organization producing, marketing, reselling, or distributing health care goods or services consumed by, or used on, patients relative to the content of this presentation.

David Hitzeman, DO's Profile

David Hitzeman, DO Related seminars and products

Dr. David Hitzeman has been actively involved in osteopathic medicine for nearly 40 years. After graduating from the Kansas City College of Osteopathic Medicine in 1974, Dr. Hitzeman completed his Internal Medicine Residency at Oklahoma Osteopathic Hospital in Tulsa.  Over the course of 20 years in private practice, Dr. Hitzeman helped to form and govern four group practices. He has influenced the next generation of osteopathic physicians as chairman of the Department of Internal Medicine at Oklahoma State University Medical Center and as a Professor of Internal Medicine at Oklahoma State University College of Osteopathic Medicine and Program Director for the Internal Medicine Residency Program at Oklahoma State University Medical Center. For two decades, he has held the position of chief delegate of the Oklahoma Osteopathic Association to the AOA’s House of Delegates.

In addition, Dr. Hitzeman has served in other AOA leadership capacities such as Chair to the Bureau of Socioeconomic Affairs and Chair to the Joint Committee on Quality and Payment. After being appointed by the governor of Oklahoma to the Physician Manpower Training Commission, Dr. Hitzeman worked to address the state’s diverse health care workforce issues, a position he held for 10 years.  He has served two terms as Board member of the Oklahoma Foundation for Medical Quality and performed peer review for the last 30 years.

Dr. Hitzeman has represented the American Osteopathic Association at the American Medical Association’s Relative Value Scale Update Committee (RUC) since 1996 and chaired or served on all the RUC standing subcommittees and multiple workgroups. In 2012, the American College of Osteopathic Internists named Dr. Hitzeman its Internist of the Year. In 2013, the American Osteopathic Association’s Board of Trustees honored David F. Hitzeman, DO with an AOA Presidential Citation as an expression of its sincerest gratitude for his expertise in delivery system design and payment reform as well as his commitment to training the next generation of DOs. 

Speaker had no relevant financial relationships to disclose. 

Michael Warner, DO's Profile

Michael Warner, DO Related seminars and products

Dr. Michael J. Warner received undergraduate degrees in Biology and Philosophy from Villanova University. He earned his Doctor of Osteopathy (D.O.) from Des Moines University where he also served a one-year undergraduate Osteopathic Manipulative Medicine teaching fellowship. Following fellowship, Dr. Warner completed his internship and family medicine residency at Atlantic City Medical Center, NJ. Dr. Warner is board certified in family medicine (ACOFP) and neuromusculoskeletal medicine (AOBNMM). Dr. Warner practiced family medicine for over 20 years in the Ebensburg/Johnstown, PA region. Most of those years, he was in private practice with his wife, Margaret Warner, D.O. Dr. Warner moved cross country and currently is an associate professor of osteopathic principles and practice at Touro University California, Vallejo, CA. He also represents the AOA as an alternate advisor on AMA RUC and serves AAPC as a National Advisory Board member. He is also president of non-profit Patient Advocacy Initiatives and faculty advisor for TUC’s Patient Advocacy Club.  

Speaker had no relevant financial relationships to disclose. 



Overall:      4.4

Total Reviews: 3537

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