SUNDAY :: April 7, 2019, 8 AM to 1 PM
Pre-Conference Courses

Special Pricing for Members Attending the Conference

Choose from two concurrent pre-conference courses, coding and billing with Terri Bradley or cyber security with Donna Grindle of Kardon Compliance and Don Grau of Integrity Solutions Group. Registration is now open. The capacity of this event is 75, so register today to reserve your seat.

Date: Sunday, April 7, 2019
Time: 8 AM to 1 PM
Location: Savannah Marriott Riverfront
Registration: Register during conference registration


  • $75: Members
  • $125: Non-Members

If you have any questions about pricing or the registration process, please don’t hesitate to contact the Linden at the SOMSA office at (417) 886-8606 or

Terri Bradley is the owner of Terri Bradley Consulting and OMS Billing Solutions. With a hands-on background spanning more than 30 years Terri is a practice management expert devoted to her clients. She is highly sought after for speaking engagements offering medical /dental/OMS coding and billing workshops across the country. Her publications include “Coding, Billing and Third Party Payers” in the Fonseca Oral and Maxillofacial Surgery textbook 3rd edition, Vol. 1, 2017, Dictations and Coding in Oral and Maxillofacial Surgery which she co-authored in 2017 and she is a contributing author in the CDT Coding Companion: Help Guide for the Dental Team 2017, 2018 and 2019. Terri and her team can be reached via email at or by phone: 844-PMC-4OMS. For more information, visit

Coding & Billing Pre-Conference Course

This workshop will draw on Terri’s 30+ years of experience with medical/ dental cross coding and billing for OMS Practices. Terri will cover: the correct coding principles and guidelines for diagnostic and procedure coding seen most often in OMS practices. This includes: bone and tissue grafting, oral pathology, and other common OMS surgical procedures. radiology billing (including CBCT imaging) and anesthesia billing will be reviewed. Find out how to code more complex scenarios such as orthognathics and trauma related services. We’ll also examine industry changes that may impact your practice.

Learning Objectives:

Updates on

  • How to locate, prioritize, and report diagnosis codes.
  • How to code bone grafting, implants, pathology, and dentoalveolar.
  • How to code more complex cases like orthognathics and trauma.
  • The importance of relative value units.
  • When to use modifiers and which ones to use.
  • Coding and anesthesia guidelines.
  • Question & Answer session

Donna Grindle has been in the healthcare IT field for 30 years. After spending her early years in software development, she progressed through various departments, management, and executive positions throughout the 1990s. Donna opened her own consulting firm in 1998 specializing in consulting and technical support for a variety of businesses in the medical industry.As Founder and President of Kardon Compliance, Donna’s extensive experience is focused on developing and maintaining effective privacy and security programs for all kinds of businesses.

You can hear Donna’s weekly podcast, Help Me With HIPAA with the Help Me With HIPAA App, on iTunesStitcher and many other podcasting platforms and apps.

MONDAY – April 8, 2019, 8 AM to 2:30 PM

Joe Mull

Joe Mull, Keynote Speaker

Joe Mull, M.Ed is a dynamic, experienced speaker and trainer who works exclusively in healthcare, teaching healthcare professionals how to build stronger teams and be better bosses.Joe is the former head of Learning & Development for Physician Services at the University of Pittsburgh Medical Center (UPMC), where he directed learning strategy and implementation for one of the largest physician groups in the U.S. healthcare leaders and teams the skills and tools they need to navigate the people management challenges they face every day. He is also publisher of the Help for Healthcare Leaders newsletter and host of the YouTube series Your Practice Ain’t Perfect.

Joe’s first book Cure for the Common Leader: What Physicians & Managers Must Do to Engage & Inspire Healthcare Teams has been called “one of the most practical healthcare leadership books you will ever read.” His newest book is No More Team Drama: Ending the Gossip, Cliques, & Other Crap that Damage Workplace Teams. Joe holds a Master’s degree from Ohio University and is a Professional member of the National Speakers Association.

Joe travels from Pittsburgh, PA where he resides with his wife and 3 children.

To see video of Joe speaking visit

Joe’s Morning Keynote Session: Motivating Healthcare Teams in an Era of Change, More Work, & Fewer Resources

As healthcare endures a profound transformation, employees everywhere are being asked to do more with less. As a result, many are frustrated, exhausted, and burned out. Yet some employees still show up every day, ready and willing to give it all they’ve got? Why?

Research says it’s the boss that makes the difference.

The most engaged and inspired healthcare employees don’t get that way by chance. They are led by physicians and managers who know that if they want to avoid a team of professionals who simply go through the motions, they must create the conditions necessary for people to thrive.

Drawing on fresh research in employee engagement and workplace psychology, this dynamic, energizing presentation gives healthcare leaders insight into what employees need from their bosses to be at their best, every day. Based on his popular book Cure for the Common Leader, Joe Mull gives audiences clear, evidence-based strategies for getting their teams firing on all cylinders.

Joe’s Afternoon Keynote Session: No More Team Drama: Ending the Gossip, Cliques, & Other Crap that Damage Workplace Teams

Gossip. Infighting. Complaints. Cliques. Drama is what occurs when team members aren’t given the tools or support they need to rise above stress, selfishness, and disagreements. Team drama wreaks havoc on organizational health. It damages morale, productivity, engagement, and retention. Drama leads to customer complaints, lost revenue, and a talent exodus. It also sucks the life out of every manager it touches, monopolizing their time and obliterating their spirit.

This is why leaders at every level, in every industry, have a duty to build team unity and prevent team drama.

Joe Mull’s No More Team Drama program deftly merges research in psychology, organizational development, and employee engagement with the author’s practical experience training leaders and teams all over the U.S. The result is a captivating primer on improving the quality of interactions between employees in the workplace.

This program, based on Joe’s newest book No More Team Drama, describes exactly how to transform a group of employees into a band of collaborators committed to working hard, getting along, and wowing customers.


Penny has spent 18 years on the payer side of the industry and 22years on the provider side… Here are just a few of her accomplishments…

  • Founded HBN in 1999 – a firm that focuses solely on payer contracting and credentialing nationwide. HBN earned the distinction of being an MGMA national AdminiServe Partner for 9 years.
  • Prior to HBN she was Sr VP of Business Development for US HealthWorks, heading up the acquisition process for 23 deals involving nearly 100 clinics in 7 states that included approximately $100 million in revenue. She renegotiated the payer contracts nationwide and achieved delegated credentialing with all payers.
  • Earlier in her career she spent 6 years at Allmerica Financial where she was assigned to the project of starting Private Healthcare Systems (PHCS). She oversaw the contracting and credentialing of over 180,000 providers nationwide and headed up Allmerica’s product development for health plans in all 50 states.
  • She spent 6 years at BCBS Massachusetts where she piloted a number of HMO products and was heavily involved in negotiating self-funded arrangements for employer, union and association health plans.
  • Penny speaks regularly at MGMA national and state conferences, MGMA Financial Management and Payer Contracting specialty conferences, and for DecisionHealth and other local and national organizations. She has presented at numerous specialty board meetings for physicians, does webinars, and is called upon by industry news writers for articles and opinions on health plan and credentialing issues and trends. She is known for her practical, candid, methodical, “can do” attitude in tackling the challenges of contracting and credentialing.
  • Most important though….Penny rolls up her sleeves, negotiating payer agreements and tackling credentialing challenges on a daily basis on behalf of practices nationwide, giving her insight and keeping her up to date on the trends and health care practices’ business issues that need to be understood, renegotiated and/or managed.

TUESDAY – April 9, 2019, 8:30 AM to 2 PM

Liz Allen Fey

Liz Allen Fey

Liz Allen Fey is CEO of Strategy and Leadership, LLC, located in Nashville, Tennessee. Her work with corporations, organizations and communities builds on her 20 years of being a manager and leader as well as her 19 years of consulting and coaching work in construction, associations, health care, music, hospitality, finance, manufacturing, food service, education, government, retail, technology, non-profits, as well as with communities.Her work ranges from helping organizations create sound strategy through good assessment and planning to coach both established and emerging leaders, along with providing skill development in leadership areas. Liz has helped hundreds of companies and organizations create and implement strategic plans. She understands the process, the human side of companies and the need to have actionable plans. She has coached hundreds of leaders to become stronger leaders and managers. She brings her sense of humor and sound facilitation and coaching skills to every engagement.

Her formal training is in social work and she received her BA in Sociology from Miami University in Oxford, OH and her Masters in Social Work from the University of Tennessee. She is a mentor trainer in the facilitation tools from the Institute of Cultural Affairs and is a certified NLP coach. Liz serves on the board of The Girl Scouts and is a past Trustee of the United Way of Nashville. She is a past President of All About Women and of Book EM!. She serves on the board of the Nashville Downtown Rotary, the Advisory Board of First Tennessee Bank and the Middle Tennessee Workforce Investment Board. She was a member of the 2005 class of Leadership Nashville and is a founder of Nashville Emerging Leaders and still facilitates that annual program. She was given the inaugural Sage Award of the Nashville Emerging Leader Awards from the Young Professionals of Nashville.

Liz’s Morning Session: Working with Different Generations

This interactive session will help participants learn more about each generation, how each approaches work and communication in order to improve how we all work across generations.

Liz’s Afternoon Session: Our Communication Styles

This interactive session will focus on participants learning their communication styles including strengths and blind spots of each style. Participants will also learn how to flex to different communication styles for greater productivity and effectiveness at work.

Ali Edwards, CEDR Solutions

Ali Edwards, CEDR Solutions

Ali is Senior Counsel and a co-owner at CEDR HR Solutions. A former litigator, Ali has been a practicing attorney for over 18 years in Arizona, specializing in employment law, management strategy, and litigation avoidance. She now serves as the Director of Compliance at CEDR, leading her team of attorneys and HR experts in providing customized employment handbooks and critical employer guidance and support to over a thousand dental and medical offices nationwide. She has empowered thousands of doctors and managers to successfully navigate almost every kind of employment issue you can imagine.Ali’s Session: Courageous Communication: How to Coach Employees to the Next Level

When you coach or give instructions to employees, does your communication invoke trust, positive action, innovative ideas, and connection? Or do you go in with dread, and leave them defensive, stonewalling, or even in soul-crushing tears? As an experienced manager, you’ve embraced the idea that corrective coaching is essential for effective performance management, as well as necessary for legal protection…but it can be sooo hard. Difficult conversations are often the bane of a manager’s existence. But it doesn’t have to be that way!

In this workshop, presented by Chief Counsel and Co-owner of CEDR HR Solutions, Ali Edwards, we are going to level up our communication skills using the latest tools in culture-building, courageous leadership, and conversational intelligence.

Course Objectives:

  • Learn the science of building trust with people
  • Break down the anatomy of trust
  • Understand the power of speaking to the right part of the brain
  • Raise your emotional literacy for clearer, more powerful breakthroughs
  • And make having uncomfortable conversations your new superpower

WEDNESDAY April 10, 2019, 8 AM to 1 PM

Rich Sanders and Julie Goldberg, DDS

Southern Health Lawyers, LLC
Rich Sanders
Julie Goldberg, DDS

Richard D. Sanders represents a variety of healthcare providers on a broad range of issues, including business transactions, fraud and abuse compliance (Anti-Kickback Statute and Stark), Certificate of Need (CON) issues, medical staff credentialing, Medicare reimbursement, antitrust policy, and legislative activities. He also assists providers in their relationships with federal and state regulatory agencies. After graduating from Duke University in 1992 with a double-major in political science and history, Rich earned his Juris Doctor degree from the Emory University School of Law in 1996. In 2013, Rich was rated as a “Top Rated Lawyer in HealthCare Law” and has a AV Preeminent® peer review rating from Martindale-Hubbell™. Rich currently serves on the adjunct faculty at Emory University and teaches courses in business and regulatory law. In 2004, he was awarded Professor of the Year. Rich is a former intelligence officer in the U.S. Navy, where he worked with an Atlanta-based unit supporting the U.S. Sixth Fleet in Naples, Italy. His non-profit activities have included: Secretary of the Board of Buckhead Baseball (Cal Ripken League), Member of the Board of the Garden Hills Neighborhood Foundation, and member of the Midtown Atlanta Rotary Club. He and his wife Rebekah live in Buckhead and have three children: James (2000), William (2002) and Caroline (2005). They are members of the Cathedral of St. Philip Episcopal Church in Atlanta.

Julie Goldberg is the Dental Education Coordinator at OMSNIC and Fortress. Julie received her dental degree from the University of Illinois and is a licensed dentist in both Illinois and Florida. She is a Chicago area native who has been in private practice in Illinois as well as in the Ft. Lauderdale, FL area, and currently maintains membership with the ADA as well as the Chicago Dental Society. Julie brings her clinical dental experience and knowledge to the Patient Safety and Risk Management Department. Dr. Goldberg has nothing to disclose.

Rich and Julie’s Session: Health Care Changes and Risk with Q&A

Join us Tuesday afternoon for the return of two popular professionals that have presented at SOMSA annual conference in the past. They will both present a quick update on their areas of expertise and update us all on the latest hot topics of our times pertaining to our specialty and following their brief presentations they will join each other on stage to field questions on Risk, HIPAA, Oral Surgery best practices, social media, online reviews, and laws.

Rich will present on health care changes on the federal, legislative, and regulatory levels and Dr. Goldberg will present on current trends in litigation.

Bob is the co-founder and managing member of Aspen Consulting Group. Bob has worked with healthcare professional practices for over thirty years in all aspects of planning, compliance reporting, organizational structures, executive compensation and benefit planning, and management issues. During his career, he has acted as both managing and tax partner for local certified public accounting firms in which he was a partner. He also founded his own accounting and consulting firm in 1989 after twenty years of practice with others. Bob’s education was completed at Cleveland State University along with ongoing continuing education in the areas of accounting, tax planning, and management. He has spoken before groups on many aspects of group practice and planning over the past twenty years. In addition to extensive experience with healthcare professional practices, he has had substantial exposure to auditing and compliance issues for financial institutions, and the examination of internal controls to safeguard assets.

Robert’s Session: SOMSA OMS Benchmarking

Join us Wednesday morning as Bob Haney returns for a third year with SOMSA Survey 2.0. This year’s membership survey will be summarized in a fairly concise presentation along with taking some time for Q&A and roundtable discussions from the audience regarding financial benchmarks and good indicators for the power of OMS performance.


SOMSA is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by AGD for Fellowship, membership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from 1/1/2017 to 12/31, 2019. Provider ID #373526.

Register Now – Conference

Register Now – ONLY Coding & Billing Course