Catalog
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Includes Credits Includes Multiple Live Events. The next is on 05/09/2025 at 2:00 PM (EDT)
May 9 & 16 - Two 2-hour clinics on documentation strategies designed specifically for the hospice physician to address regulatory knowledge gaps surrounding clinical (Conditions of Participation) and technical (Conditions for Payment) eligibility.
Two 2-hour intensive clinics on documentation strategies specifically designed for the hospice physician to address regulatory knowledge gaps surrounding technical and clinical eligibility for payment (Conditions for Coverage / Payment). Documenting Clinical Eligibility Determinations, Composing Physician Narrative Statements, and Wholly Utilizing the Physician’s Expertise to Draft Compelling Documentation to support Hospice Payment. If a physician is struggling to draft strong physician narrative statements, this course is a great place to start!
Log in or account creation is required for all registrants (LEARNER'S email / regardless of payment method / company address requested).
This Education Portal and user's My Dashboard will be used to access Zoom link, workbook download, evaluation, continuing education certificate, and recordings.
DATES: Fridays, May 9 & 16, 2025
TIME: 2pm to 4pm ET
REGISTRATION FEE: $525 per person includes:
- PDF workbook
- Zoom link & sign-in (different each session)
- Continuing education (physicians)
- Recordings
DISCOUNTS:
- 5% for groups of 5 or more from same hospice organization
- 10% for Hospice Compliance Network / HCN members
- Call (866) 969-7124 or email info@weatherbeeresources.com
- Discounts cannot be combined
SPACE: unlimited registrants
CANCELLATION POLICY: Cancellation must be made prior to start time. Transfer or substitution of another person from your hospice for same event is no charge. No shows are non-refundable.
WORKBOOK: An email will be sent to current registrants when the workbook is ready for download. Or, log into your education portal account Dashboard prior to start date for this event and click on the Workbook tab. Save to a device or print (recommend 2-sided printing, coil or three-ring binding).
ZOOM: access to the Zoom link is different each session. Log into the Education Portal 15 minutes or less prior to start time. Click on My Dashboard and the bold event title to Join Event in Progress / Zoom link.
ACCESS: recordings, workbook download, evaluation, and certificate access available through JUNE 27, 2025.
CONTINUING EDUCATION: log into the Education Portal after event completion to access evaluation and certificates.
In support of improving patient care, this activity has been planned and implemented by Relias LLC and Weatherbee Resources. Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCNE), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
• Relias LLC designates this live/real time event for a maximum of 4.0 AMA PRA Category 1 Credits™️. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
Criteria for Judging Successful Completion: Participants will only receive CE credit if they sign-in and remain present for the entire conference. Partial credit will not be given. Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the conference evaluation, a certificate will automatically generate for the participant to print/save.
Please be advised that the List of Attendees for each event is forwarded to accrediting bodies for verification in the event of a continuing education audit.
Hospice Compliance Network | LCD Pocket Pal
Our Continuing Education Sponsor
Lauren Templeton, DO FAAHPM HMDC
Physician Consultant
Weatherbee Resources
Dr. Lauren Templeton, a Physician Consultant with Weatherbee Resources since 2017, has been a physician since 2009 and a hospice and palliative medicine physician since 2012. Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients.
She currently works in hospice for The Pennant Group as a hospice physician member of their physician council. In this role, she assists with compliance, quality improvement and documentation review. The Pennant Group is a leadership company providing services in the post-acute care space. As such, Dr. Templeton regularly coaches towards excellence within the hospice space.
Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization
An advocate of the hospice benefit, Dr. Templeton speaks to groups such as the Alzheimer’s Association about hospice care. She currently serves as a member of the Alliance’s Regulatory Committee assisting in advocating for hospice providers across the country. Dr. Templeton is a faculty member of Weatherbee’s Hospice Regulatory Boot Camp and the Hospice Compliance Network (HCN).
Dr. Templeton graduated from Pennsylvania State University with a Bachelor of Arts and received her doctor of osteopathy from Ohio University College of Osteopathic Medicine in 2009. She completed a residency in Internal Medicine and is board certified with the American College of Osteopathic Internists. She completed a fellowship in Hospice and Palliative Medicine at Texas Tech University and became board certified in hospice and palliative medicine in 2013. She obtained additional certification with the Hospice Medical Director Certification Board in 2018.
In November of 2022, Dr. Templeton earned the designation Fellow of the American Academy of Hospice and Palliative Medicine (FAAHPM). This is the highest honor that can be bestowed upon a member. The Academy is the professional organization for physicians specializing in hospice and palliative medicine, nurses, and other healthcare providers.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
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Register
- All Users - $525
- More Information
-
Includes Credits Includes a Live Web Event on 05/14/2025 at 2:00 PM (EDT)
Topic To Be Determined
Topic To Be Determined
Carrie Cooley, RN, MSN
Principal, Weatherbee Resources
Weatherbee Resources
Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients.
As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs.
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.
As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.
Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
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Register
- All Users - $129
- More Information
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Register
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Includes Credits Includes a Live In-Person Event on 06/02/2025 at 9:00 AM (CDT)
A three-day dive into the regulatory requirements for technical eligibility using three case studies.
A three-day deep dive into the regulatory requirements for technical and clinical eligibility and the Conditions of Participation and Conditions for Payment. Using three case studies, learn about documentation tips, Medical Director engagement, secondary conditions, and related co-morbidities; compliant care plans and IDG meetings, Hospice PEPPER, and much more! Perfect for all members of your hospice's interdisciplinary group!
Log in or account creation is required for all registrants (LEARNER'S email / regardless of payment method / company address requested).
This Education Portal and user's My Dashboard will be used to access workbook download, evaluation, and continuing education certificate.
DATES / TIME: Mon-Wed, June 2-4, 2025 starting at 9am Local time
REGISTRATION FEE: $1,200 per person includes:
- continental breakfast
- lunch
- PDF workbook (no workbooks will be provided on-site)
- continuing education (physicians, nurses, compliance certified personnel)
DISCOUNTS:
- 5% for groups of 5 or more from same hospice organization
- 10% for Hospice Compliance Network / HCN members
- Call (866) 969-7124 or email info@weatherbeeresources.com
- Discounts cannot be combined
SPACE: limited to 200 registrants
ONLINE ROOM RESERVATION LINK / Conference & Host Hotel - Hilton Fort Worth, 815 Main Street, Fort Worth, TX 76102 $209 per night + 17.75% tax. Group reservation rate expires MAY 12, 2025.
CANCELLATION POLICY: 7 days or less prior to event start date, cancellation or transfer to another event incurs $400 fee. Substitution of another person from your hospice for same event is no charge. No shows are non-refundable. Cancelling hotel reservation does not cancel Boot Camp registration.
WORKBOOK: An email will be sent to current registrants when the workbook is ready for download. Or, log into your education portal account Dashboard prior to start date for this event and click on the Workbook tab. Save to a device or print (recommend 2-sided printing, coil or three-ring binding). No workbooks will be provided on-site.
CONTINUING EDUCATION / ACCESS: physicians, nurses, compliance certified personnel; and general contact hours are included. Log into the Education Portal after event completion. Click on My Dashboard and Boot Camp link to access evaluation and certificates (available only after completing the evaluation). Access available through JULY 11, 2025.
In support of improving patient care, this activity has been planned and implemented by Relias LLC and Weatherbee Resources. Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCNE), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
• Relias LLC designates this live/real time event for a maximum of 14.25 AMA PRA Category 1 Credits™️. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
• 14.25 ANCC contact hours will be awarded to participants who meet the criteria for successful completion.
The Compliance Certification Board (CCB)® has approved this event for up to 17.4 live CCB CEUs based on a 50-minute hour. Continuing Education Units are awarded based on individual attendance records. Granting of prior approval in no way constitutes endorsement by CCB of this event content or of the event sponsor.
Criteria for Judging Successful Completion: Participants will only receive CE credit if they sign-in and remain present for the entire conference. Partial credit will not be given. Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the conference evaluation, a certificate will automatically generate for the participant to print/save.
Please be advised that the List of Attendees for each event is forwarded to accrediting bodies for verification in the event of a continuing education audit.
Hospice Compliance Network | LCD Pocket Pal
OUR SPONSORS
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
Working Agenda - Subject to Change
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Register
- All Users - $1,200
- More Information
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Includes Credits Includes a Live Web Event on 06/11/2025 at 2:00 PM (EDT)
The Impact of Hospice Physician Relatedness Determinations on Hospice Quality Measures
The Impact of Hospice Physician Relatedness Determinations on Hospice Quality Measures
Lauren Templeton, DO FAAHPM HMDC
Physician Consultant
Weatherbee Resources
Dr. Lauren Templeton, a Physician Consultant with Weatherbee Resources since 2017, has been a physician since 2009 and a hospice and palliative medicine physician since 2012. Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients.
She currently works in hospice for The Pennant Group as a hospice physician member of their physician council. In this role, she assists with compliance, quality improvement and documentation review. The Pennant Group is a leadership company providing services in the post-acute care space. As such, Dr. Templeton regularly coaches towards excellence within the hospice space.
Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization
An advocate of the hospice benefit, Dr. Templeton speaks to groups such as the Alzheimer’s Association about hospice care. She currently serves as a member of the Alliance’s Regulatory Committee assisting in advocating for hospice providers across the country. Dr. Templeton is a faculty member of Weatherbee’s Hospice Regulatory Boot Camp and the Hospice Compliance Network (HCN).
Dr. Templeton graduated from Pennsylvania State University with a Bachelor of Arts and received her doctor of osteopathy from Ohio University College of Osteopathic Medicine in 2009. She completed a residency in Internal Medicine and is board certified with the American College of Osteopathic Internists. She completed a fellowship in Hospice and Palliative Medicine at Texas Tech University and became board certified in hospice and palliative medicine in 2013. She obtained additional certification with the Hospice Medical Director Certification Board in 2018.
In November of 2022, Dr. Templeton earned the designation Fellow of the American Academy of Hospice and Palliative Medicine (FAAHPM). This is the highest honor that can be bestowed upon a member. The Academy is the professional organization for physicians specializing in hospice and palliative medicine, nurses, and other healthcare providers.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $129
- More Information
-
Register
-
Includes Credits Includes a Live Web Event on 06/13/2025 at 11:00 AM (EDT)
Payment-related audits from CMS contractors pose the greatest financial risk to hospice providers today. However, many hospices remain ill-equipped to properly respond to these audits
Payment-related audits from CMS contractors pose the greatest financial risk to hospice providers today. However, many hospices remain ill-equipped to properly respond to these audits (e.g., Targeted Probe and Educate (TPE), Supplemental Medical Review Contractor (SMRC), or Unified Program Integrity Contractor (UPIC) audits, etc.) and mitigate payment-related denials during the Medicare appeals process. In this course, the teams from Weatherbee Resources and the Hospice Medical Director Certification Board (HMDCB) will take a deep dive into the most prevalent audits and share a step-by-step plan to ensure a timely and comprehensive response from initial clinical record submission to the provision of expert witness testimony at the Administrative Law Judge (ALJ) appeal level or beyond. This course is designed for hospice leaders, medical directors, hospice physicians, clinical managers, compliance officers, and billing personnel.
Log in or account creation is required for all registrants (LEARNER'S email / regardless of payment method / company address requested).
This Education Portal and user's My Dashboard will be used to access Zoom link, workbook download, evaluation, continuing education certificate, and recordings.
DATE: Friday, June 13, 2025
TIME: 11am to 4:00pm ET
REGISTRATION FEE: $750 per person includes:
- PDF workbook
- Zoom link & sign-in
- Continuing education (physicians, nurses, compliance certified personnel)
- Recordings
DISCOUNTS:
- 5% for groups of 5 or more from same hospice organization
- 10% for Hospice Compliance Network / HCN members
- Call (866) 969-7124 or email info@weatherbeeresources.com
- Discounts cannot be combined
SPACE: unlimited registrants
CANCELLATION POLICY: Cancellation must be made prior to start time. Transfer or substitution of another person from your hospice for same event is no charge. No shows are non-refundable.
WORKBOOK: an email will be sent to current registrants once handout is ready. Or after registration, check Dashboard for this event and Handout tab.. Save to a device or print (recommend 2-sided printing, coil or three-ring binding).
ZOOM: log into the Education Portal 15 minutes or less prior to start time. Click on My Dashboard and event bold title / link and Join Event / access Zoom link.
CONTINUING EDUCATION: 3.5 for physicians, nurses, and compliance certified personnel is included. Log into the Education Portal after event completion. Click on My Dashboard and event bold title / link to access evaluation and certificate (available only after completing the evaluation).
ACCESS: recordings, workbook download, evaluation, and certificate access available through JULY 25, 2025.
In support of improving patient care, this activity has been planned and implemented by Relias LLC and Weatherbee Resources. Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCNE), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
• Relias LLC designates this live/real time event for a maximum of 3.5 AMA PRA Category 1 Credits™️. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
• 3.5 ANCC contact hours will be awarded to participants who meet the criteria for successful completion.The Compliance Certification Board (CCB)® has approved this event for up to 6.6 live CCB CEUs based on a 50-minute hour. Continuing Education Units are awarded based on individual attendance records. Granting of prior approval in no way constitutes endorsement by CCB of this event content or of the event sponsor.
Criteria for Judging Successful Completion: Participants will only receive CE credit if they sign-in and remain present for the entire conference. Partial credit will not be given. Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the conference evaluation, a certificate will automatically generate for the participant to print/save.
Please be advised that the List of Attendees for each event is forwarded to accrediting bodies for verification in the event of a continuing education audit.
Hospice Compliance Network | LCD Pocket Pal
Our Continuing Education Sponsor
Carrie Cooley, RN, MSN
Principal, Weatherbee Resources
Weatherbee Resources
Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients.
As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs.
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.
As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.
Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.
This speaker has nothing to disclose.
Lauren Templeton, DO FAAHPM HMDC
Physician Consultant
Weatherbee Resources
Dr. Lauren Templeton, a Physician Consultant with Weatherbee Resources since 2017, has been a physician since 2009 and a hospice and palliative medicine physician since 2012. Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients.
She currently works in hospice for The Pennant Group as a hospice physician member of their physician council. In this role, she assists with compliance, quality improvement and documentation review. The Pennant Group is a leadership company providing services in the post-acute care space. As such, Dr. Templeton regularly coaches towards excellence within the hospice space.
Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization
An advocate of the hospice benefit, Dr. Templeton speaks to groups such as the Alzheimer’s Association about hospice care. She currently serves as a member of the Alliance’s Regulatory Committee assisting in advocating for hospice providers across the country. Dr. Templeton is a faculty member of Weatherbee’s Hospice Regulatory Boot Camp and the Hospice Compliance Network (HCN).
Dr. Templeton graduated from Pennsylvania State University with a Bachelor of Arts and received her doctor of osteopathy from Ohio University College of Osteopathic Medicine in 2009. She completed a residency in Internal Medicine and is board certified with the American College of Osteopathic Internists. She completed a fellowship in Hospice and Palliative Medicine at Texas Tech University and became board certified in hospice and palliative medicine in 2013. She obtained additional certification with the Hospice Medical Director Certification Board in 2018.
In November of 2022, Dr. Templeton earned the designation Fellow of the American Academy of Hospice and Palliative Medicine (FAAHPM). This is the highest honor that can be bestowed upon a member. The Academy is the professional organization for physicians specializing in hospice and palliative medicine, nurses, and other healthcare providers.
This speaker has nothing to disclose.
Colleen O'Keefe, RN
Senior Consultant & Project Specialist
Colleen O’Keefe is the Senior Project Specialist for Weatherbee Resources. Colleen has served as an RN Case Manager, Supervisor for a Continuous Home Care team, Clinical Educator, and Compliance Officer. Her clinical, regulatory, and leadership expertise allows her to deliver uncompromising consulting services.
As a Senior Consultant & Project Specialist with Weatherbee Resources, Colleen conducts clinical record audits for hospice organizations facing Additional Development Requests, writes independent expert cover letters to support technical and clinical eligibility for hospice care, and provides assistance and guidance throughout the appeals process. Colleen conducts comprehensive baseline assessment audits and mock surveys to assess regulatory compliance and identify potential risk exposures, and devises action plans to address problem areas. She also conducts education for hospice organizations across the country. Colleen also has experience and expertise in conducting investigations for hospices facing payment-related scrutiny by governmental agencies.
Colleen is a registered nurse and holds a Bachelor’s degree from Northwestern University.
This speaker has nothing to disclose.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $750
- More Information
-
Includes Credits Includes a Live Web Event on 07/11/2025 at 11:00 AM (EDT)
Use of the General Inpatient (GIP) Level of Care is high on CMS’ radar where hospices are evaluated on both the lack of provision or excessive provision of this higher level of care.
Use of the General Inpatient (GIP) Level of Care is high on CMS’ radar where hospices are evaluated on both the lack of provision or excessive provision of this higher level of care. This course will provide guidance on appropriate utilization, documentation and billing of GIP care, while also offering strategies for strengthening your hospice’s GIP practice. Hospice medical directors, hospice physicians, nurse practitioners and hospice administration should not miss this intensive course designed to maximize hospice GIP compliance.
Log in or account creation is required for all registrants (LEARNER'S email / regardless of payment method / company address requested).
This Education Portal and user's My Dashboard will be used to access Zoom link, workbook download, evaluation, continuing education certificate, and recordings.
DATE: Friday, July 11, 2025
TIME: 11am to 4:30pm ET
REGISTRATION FEE: $725 per person includes:
- PDF workbook
- Zoom link & sign-in
- Continuing education (physicians and nurses)
- Recordings
DISCOUNTS:
- 5% for groups of 5 or more from same hospice organization
- 10% for Hospice Compliance Network / HCN members
- Call (866) 969-7124 or email info@weatherbeeresources.com
- Discounts cannot be combined
SPACE: unlimited registrants
CANCELLATION POLICY: Cancellation must be made prior to start time. Transfer or substitution of another person from your hospice for same event is no charge. No shows are non-refundable.
WORKBOOK: An email will be sent to current registrants when the workbook is ready for download. Or, log into your education portal account Dashboard prior to start date for this event and click on the Workbook tab. Save to a device or print (recommend 2-sided printing, coil or three-ring binding).
ZOOM: log into the Education Portal 15 minutes or less prior to start time. Click on My Dashboard and event bold title / link and Join Event / access Zoom link.
CONTINUING EDUCATION: physicians and nurses are included. Log into the Education Portal after event completion. Click on My Dashboard and event bold title / link to access evaluation and certificate (available only after completing the evaluation).
ACCESS: recordings, workbook download, evaluation, and certificate access available through MARCH 28, 2025.
In support of improving patient care, this activity has been planned and implemented by Relias LLC and Weatherbee Resources. Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCNE), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
• Relias LLC designates this live/real time event for a maximum of 4.0 AMA PRA Category 1 Credits™️. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
• 4.0 ANCC contact hours will be awarded to participants who meet the criteria for successful completion.
Criteria for Judging Successful Completion: Participants will only receive CE credit if they sign-in and remain present for the entire conference. Partial credit will not be given. Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the conference evaluation, a certificate will automatically generate for the participant to print/save.
Please be advised that the List of Attendees for each event is forwarded to accrediting bodies for verification in the event of a continuing education audit.
Hospice Compliance Network | LCD Pocket Pal
Our Continuing Education Sponsor
Carrie Cooley, RN, MSN
Principal, Weatherbee Resources
Weatherbee Resources
Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients.
As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs.
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.
As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.
Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.
This speaker has nothing to disclose.
Lauren Templeton, DO FAAHPM HMDC
Physician Consultant
Weatherbee Resources
Dr. Lauren Templeton, a Physician Consultant with Weatherbee Resources since 2017, has been a physician since 2009 and a hospice and palliative medicine physician since 2012. Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients.
She currently works in hospice for The Pennant Group as a hospice physician member of their physician council. In this role, she assists with compliance, quality improvement and documentation review. The Pennant Group is a leadership company providing services in the post-acute care space. As such, Dr. Templeton regularly coaches towards excellence within the hospice space.
Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization
An advocate of the hospice benefit, Dr. Templeton speaks to groups such as the Alzheimer’s Association about hospice care. She currently serves as a member of the Alliance’s Regulatory Committee assisting in advocating for hospice providers across the country. Dr. Templeton is a faculty member of Weatherbee’s Hospice Regulatory Boot Camp and the Hospice Compliance Network (HCN).
Dr. Templeton graduated from Pennsylvania State University with a Bachelor of Arts and received her doctor of osteopathy from Ohio University College of Osteopathic Medicine in 2009. She completed a residency in Internal Medicine and is board certified with the American College of Osteopathic Internists. She completed a fellowship in Hospice and Palliative Medicine at Texas Tech University and became board certified in hospice and palliative medicine in 2013. She obtained additional certification with the Hospice Medical Director Certification Board in 2018.
In November of 2022, Dr. Templeton earned the designation Fellow of the American Academy of Hospice and Palliative Medicine (FAAHPM). This is the highest honor that can be bestowed upon a member. The Academy is the professional organization for physicians specializing in hospice and palliative medicine, nurses, and other healthcare providers.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $725
- More Information
-
Includes Credits Includes a Live Web Event on 07/16/2025 at 2:00 PM (EDT)
How NOT to Be a "Special" Hospice - Part I: Be a Top-Quality Performer and Avoid the Special Focus Program (SFP)
How NOT to Be a "Special" Hospice - Part I: Be a Top-Quality Performer and Avoid the Special Focus Program (SFP)
Colleen O'Keefe, RN
Senior Consultant & Project Specialist
Colleen O’Keefe is the Senior Project Specialist for Weatherbee Resources. Colleen has served as an RN Case Manager, Supervisor for a Continuous Home Care team, Clinical Educator, and Compliance Officer. Her clinical, regulatory, and leadership expertise allows her to deliver uncompromising consulting services.
As a Senior Consultant & Project Specialist with Weatherbee Resources, Colleen conducts clinical record audits for hospice organizations facing Additional Development Requests, writes independent expert cover letters to support technical and clinical eligibility for hospice care, and provides assistance and guidance throughout the appeals process. Colleen conducts comprehensive baseline assessment audits and mock surveys to assess regulatory compliance and identify potential risk exposures, and devises action plans to address problem areas. She also conducts education for hospice organizations across the country. Colleen also has experience and expertise in conducting investigations for hospices facing payment-related scrutiny by governmental agencies.
Colleen is a registered nurse and holds a Bachelor’s degree from Northwestern University.
This speaker has nothing to disclose.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $129
- More Information
-
Register
-
Includes Credits Includes a Live Web Event on 08/01/2025 at 11:00 AM (EDT)
Focusing on enhancement of the Nurse Practitioner’s clinical assessment and documentation of the Face-to-Face Encounter (F2FE), this one-day course delineates the roles of the nurse practitioner and the hospice physician.
Focusing on enhancement of the Nurse Practitioner’s clinical assessment and documentation of the Face-to-Face Encounter (F2FE), this one-day course delineates the roles of the nurse practitioner and the hospice physician. This course will include an in-depth review of disease trajectories, Local Coverage Determination (LCD) guidelines, and hospice assessment tools and how to include these elements in the F2FE documentation to assist the certifying physician in making a strong prognostication decision. This course is designed to share best practice documentation tips to ensure F2FE documentation enhances the patient’s clinical record and serves as a great tool for the recertifying physician.
Log in or account creation is required for all registrants (LEARNER'S email / regardless of payment method / company address requested).
This Education Portal and user's My Dashboard will be used to access Zoom link, workbook download, evaluation, continuing education certificate, and recordings.
DATE: Friday, August 1, 2025
TIME: 11am to 4:15pm ET
REGISTRATION FEE: $395 per person includes:
- PDF workbook
- Zoom link & sign-in
- Continuing education (nurse practitioners)
- Recordings
DISCOUNTS:
- 5% for groups of 5 or more from same hospice organization
- 10% for Hospice Compliance Network / HCN members
- Call (866) 969-7124 or email info@weatherbeeresources.com
- Discounts cannot be combined
SPACE: unlimited registrants
CANCELLATION POLICY: Cancellation must be made prior to start time. Transfer or substitution of another person from your hospice for same event is no charge. No shows are non-refundable.
WORKBOOK: An email will be sent to current registrants when the workbook is ready for download. Or, log into your education portal account Dashboard prior to start date for this event and click on the Workbook tab. Save to a device or print (recommend 2-sided printing, coil or three-ring binding).
ZOOM: Log into the Education Portal 15 minutes or less prior to 11amET start time. Click on My Dashboard and event bold title (link) then Join Live Event button (refresh browser as needed).
CONTINUING EDUCATION: nurse practitioners included. Log into the Education Portal after event completion. Click on My Dashboard and event bold title (link) to access evaluation and certificate (available only after completing the evaluation).
ACCESS: recordings, workbook download, evaluation, and certificate access available through SEPTEMBER 19, 2025.
In support of improving patient care, this activity has been planned and implemented by Relias LLC and Weatherbee Resources. Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCNE), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
4.0 ANCC contact hours will be awarded to participants who meet the criteria for successful completion.
Criteria for Judging Successful Completion: Participants will only receive CE credit if they sign-in and remain present for the entire conference. Partial credit will not be given. Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the conference evaluation, a certificate will automatically generate for the participant to print/save.
Please be advised that the List of Attendees for each event is forwarded to accrediting bodies for verification in the event of a continuing education audit.
Hospice Compliance Network | LCD Pocket Pal
Our Continuing Education Sponsor
Carrie Cooley, RN, MSN
Principal, Weatherbee Resources
Weatherbee Resources
Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients.
As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs.
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.
As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.
Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.
This speaker has nothing to disclose.
Lauren Templeton, DO FAAHPM HMDC
Physician Consultant
Weatherbee Resources
Dr. Lauren Templeton, a Physician Consultant with Weatherbee Resources since 2017, has been a physician since 2009 and a hospice and palliative medicine physician since 2012. Dr. Templeton began her career in internal medicine, but soon thereafter was drawn to end-of-life care due to its overall philosophy and her passion for ensuring a dignified death for her patients.
She currently works in hospice for The Pennant Group as a hospice physician member of their physician council. In this role, she assists with compliance, quality improvement and documentation review. The Pennant Group is a leadership company providing services in the post-acute care space. As such, Dr. Templeton regularly coaches towards excellence within the hospice space.
Dr. Templeton’s mission is to help support hospices by educating on the role of the hospice medical director from a regulatory and clinical perspective. She has served as a task force member and item writer for the Hospice Medical Director Certification Board from which she is certified. She continues a robust educational program within her own hospice program and is a regular speaker with the Texas New Mexico Hospice Organization
An advocate of the hospice benefit, Dr. Templeton speaks to groups such as the Alzheimer’s Association about hospice care. She currently serves as a member of the Alliance’s Regulatory Committee assisting in advocating for hospice providers across the country. Dr. Templeton is a faculty member of Weatherbee’s Hospice Regulatory Boot Camp and the Hospice Compliance Network (HCN).
Dr. Templeton graduated from Pennsylvania State University with a Bachelor of Arts and received her doctor of osteopathy from Ohio University College of Osteopathic Medicine in 2009. She completed a residency in Internal Medicine and is board certified with the American College of Osteopathic Internists. She completed a fellowship in Hospice and Palliative Medicine at Texas Tech University and became board certified in hospice and palliative medicine in 2013. She obtained additional certification with the Hospice Medical Director Certification Board in 2018.
In November of 2022, Dr. Templeton earned the designation Fellow of the American Academy of Hospice and Palliative Medicine (FAAHPM). This is the highest honor that can be bestowed upon a member. The Academy is the professional organization for physicians specializing in hospice and palliative medicine, nurses, and other healthcare providers.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $395
- More Information
-
Includes Credits Includes a Live Web Event on 08/06/2025 at 2:00 PM (EDT)
How NOT to Be a "Special" Hospice - Part II: Be a Top-Quality Performer and Avoid the Special Focus Program (SFP)
How NOT to Be a "Special" Hospice - Part II: Be a Top-Quality Performer and Avoid the Special Focus Program (SFP)
Colleen O'Keefe, RN
Senior Consultant & Project Specialist
Colleen O’Keefe is the Senior Project Specialist for Weatherbee Resources. Colleen has served as an RN Case Manager, Supervisor for a Continuous Home Care team, Clinical Educator, and Compliance Officer. Her clinical, regulatory, and leadership expertise allows her to deliver uncompromising consulting services.
As a Senior Consultant & Project Specialist with Weatherbee Resources, Colleen conducts clinical record audits for hospice organizations facing Additional Development Requests, writes independent expert cover letters to support technical and clinical eligibility for hospice care, and provides assistance and guidance throughout the appeals process. Colleen conducts comprehensive baseline assessment audits and mock surveys to assess regulatory compliance and identify potential risk exposures, and devises action plans to address problem areas. She also conducts education for hospice organizations across the country. Colleen also has experience and expertise in conducting investigations for hospices facing payment-related scrutiny by governmental agencies.
Colleen is a registered nurse and holds a Bachelor’s degree from Northwestern University.
This speaker has nothing to disclose.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $129
- More Information
-
Register
-
Includes Credits Includes a Live Web Event on 08/13/2025 at 2:00 PM (EDT)
HOPE Help: Part II
HOPE Help: Part II
Carrie Cooley, RN, MSN
Principal, Weatherbee Resources
Weatherbee Resources
Carrie Cooley is the Principal of Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012. In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the COO position. In 2021 Carrie assumed sole ownership of Weatherbee Resources. Her operational, clinical, and regulatory expertise has been instrumental in her professional growth with Weatherbee and in serving Weatherbee's clients.
As the Principal of Weatherbee Resources, she leads the strategic growth initiatives for Weatherbee, providing invaluable expertise to individual hospices and the entire field. Carrie's mission is to prepare and support hospices navigating the ever-changing regulatory hospice environment. Carrie and the Weatherbee team focus on delivering consulting services and education that is specifically tailored to meet each client's individual needs.
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients' legal counsel in preparation for arbitration and other hearings; she serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and the Consulting team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by Zone Program Integrity Contractors (ZPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and OIG.
As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics.
Carrie is a registered nurse and holds a Master's degree from Samford University with a specialty in nursing leadership and healthcare finance.
This speaker has nothing to disclose.
None of the planners and presenters for this educational activity have relevant financial relationship(s) to disclose with ineligible companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Weatherbee Resources / Relias, LLC will be transparent in disclosing if any sponsorship or joint providership is present prior to the learner completing the course.
FOR THOSE SEEKING CONTINUING EDUCATION CREDIT: Criteria for Judging Successful Completion - Participants will only receive CE credit if they sign in and remain present for the entire educational event. Partial credit will not be given.
Once the conference is over, the participant will be required to complete an online evaluation. Once the participant completes the evaluation, a certificate will be available for the participant to print/download/save.
TARGET AUDIENCE: The target audience for this course is: Executive Directors, Hospice Medical Directors and Team Physicians, Clinical Managers, Corporate Compliance Officers, QAPI Coordinators, the Interdisciplinary Group, and others.
DISABILITY STATEMENT: If you require special accommodations to complete this training, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
GRIEVANCES: Weatherbee Resources / Relias, LLC have a grievance policy in place to facilitate reports of dissatisfaction. Weatherbee Resources / Relias, LLC will make every effort to resolve each grievance in a mutually satisfactory manner. To report a complaint or grievance, please contact Weatherbee Resources by calling (866) 969-7124 or emailing info@weatherbeeresources.com or contact a faculty or staff member.
All courses offered by Weatherbee Resources / Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
-
Register
- All Users - $129
- More Information
-
Register
