Credentialing for Excellence

 — making sure that only qualified, competent practitioners are granted initial and renewed appointment and clinical privileges — is a team effort in which all members play a vital role. A robust credentialing process is essential to a hospital’s primary mission of providing excellent care to the community. The credentialing process can be fraught with challenges and pitfalls that, if not handled effectively, could be disastrous.

Credentialing for Excellence — Advanced Tools and Techniques provides comprehensive training for those involved in all levels of the credentialing process. The seminar is designed for hospital and medical staff leaders, medical staff professionals, and Board members. Attendees will leave the three-day seminar with the skills and knowledge they need to manage the risks involved in credentialing and to use the credentialing process to establish excellence in the provision of care in their institution. The semi-nar is interactive, engaging and thought-provoking so that attendees will get the most out of their experience.

Faculty, Susan Lapenta and Charles Chulack, use a unique approach by combining “credentialing lessons” with active participation by attendees in solving challenging credentialing issues.


Dates and Locations

November 21 - 23, 2019
Bellagio Las Vegas
Las Vegas, Nevada

Call 1-888-987-6667 to make your room reservations now*.

Or, you may book your room using this link*:

*Be sure to mention that you're part of the HortySpringer group to
get the discounted room rate of $219 on Wednesday / $199 per night
the remaining nights + $39 resort fee. This room rate discount
is available through October 25, 2019 or until the room block is sold out
(whichever comes first).

January 30 - February 1, 2020
The Ritz-Carlton, Naples
Naples, Florida

Call 1-877-590-8187* to make your Room Reservations now*.


You may book your room online by clicking HERE*.

*Be sure to mention that you're part of the HortySpringer group to get the
discounted room rate of $509 per night. This room rate discount is available
through December 30, 2019 or until the room block is sold out (whichever
comes first).

March 5 - 7, 2020
The Westin Savannah Harbor
Savannah, Georgia

Call 1-888-236-2427 or 1-912-201-2000 to make your room reservations now*.

*Be sure to mention that you're part of the HortySpringer group to get the discounted room rate of $270 + $30 resort fee. This room rate discount is
available through February 11, 2020 or until the room block is sold out
(whichever comes first).

April 23 - 25, 2020
Chicago Marriott Magnificent Mile
Chicago, Illinois

Call 1-312-245-4728 to make your room reservations now*.

*Be sure to mention that you're part of the HortySpringer group to get the
discounted room rate of $279. This room rate discount is available through
April 1, 2020 or until the room block is sold out (whichever comes first).


Faculty, Susan Lapenta and Charles Chulack, use a unique approach by combining “credentialing lessons” with active participation by attendees in solving challenging credentialing issues.  We will cover the following exercises and topics during the seminar:

Join Our Credentials Committee Meeting

Attendees will participate in a mock meeting of a Credentials Committee.  The meeting agenda is full and includes:

  • spotting red flags in an actual application;
  • determining whether an applicant meets threshold eligibility criteria; and
  • reappointing a low/no volume practitioner.

“I Wish I Had Your Bylaws”

Do you think all medical staff bylaws are the same?  Then you’ll want to join us in playing a provocative game about bylaws.  See how the bylaws of two hospitals match up when put to the test of real life scenarios.  There’s a prize for everyone who plays:  excellent bylaws language that you can take home with you.

Credentialing in an Employment World

The push by hospitals and affiliated entities to employ more physicians can cause headaches for those involved in the credentialing process, especially when employment decisions are made before the credentialing process has even begun.  We’ll offer pointers on how to better align your employment and credentialing process and cover topics that are implicated by credentialing and employment, including sharing information within systems.

Clinical Privileges — Who Can Do What in Your Hospital?

Using interactive case studies, we’ll address difficult-to-manage clinical privileging issues, including requests to selectively resign privileges to limit call responsibility, privileges for new procedures, locum tenens privileges, assessing competency in an older practitioner, and telemedicine privileges.

The Ever-Expanding Role of Advanced Practice Clinicians

Many states have expanded the scope of practice for advanced practice clinicians (APCs) to include more complicated procedures and more expansive responsibilities.  Medical staff and hospital leaders are left with lots of questions:

  • “How much responsibility should APCs be given?”
  • “How much training is required first?” and
  • “How much supervision is appropriate?”

We’ll address these issues and provide practical guidance on common questions, such as using APCs to respond to calls from the ED and round on patients, and the role of APCs on the medical staff.

Managing Behavior and Health Concerns

With patient safety being paramount in the delivery of care, hospitals often wrestle with how to address disruptive behavior that undermines the culture of safety in their organization and health concerns.  Drawing on decades of experience, we’ll offer our favorite pearls of wisdom and provide advice on how to avoid the perilous pitfalls that lurk behind both the routine and the more exceptional behavioral and health challenges you may face.

Making the Most of Interviews and References

Conducting interviews and speaking with references can uncover invaluable information that isn’t reflected in an applicant’s credentialing file. We will present best practices for conducting interviews with applicants and reaching out to peers who provide references.  We will also focus on tools for giving references and managing difficult issues like responding to a reference request when the subject of the request has had a checkered past at your hospital.

Documenting the Credentialing Process

Keeping good minutes for committees involved in credentialing is essential to establishing a record and providing justification for the decisions that are made.  We’ll discuss the “dos and don’ts for meeting minutes.” And, you’ll get a chance to review and revise minutes and then explore the consequences of poorly drafted minutes.

Protecting Your Leaders and Your Organization

The law recognizes the importance of credentialing and provides significant legal protections. We’ll cover the protections available and review recommended best practices in credentialing to help ensure that the legal protections are available to your organization.  You’ll also come away with important language to include in your policies and application forms.

Who Should Attend

  • Credentials Committee and MEC members
  • Medical Staff Officers
  • CMOs, VPMAs, CEOs
  • Department Chiefs
  • Medical Staff Professionals
  • Management involved in credentialing
  • Board members
  • Medical Staff members who serve on Performance Improvement or Quality Committees


Educational Intent

Upon completion of this program, participants should be able to:

  • identify legal issues that affect credentialing and should be able to define the benefits of having policies and procedures to address problem practitioners;
  • gain insight into the process and procedure for the credentialing and recredentialing of physicians and allied health professionals.

Continuing Education Credit

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of the University of Pittsburgh School of Medicine and HortySpringer Seminars. The University of Pittsburgh School of Medicine is accredited by the ACCME to provide continuing medical education for physicians.

Category 1 CME Credit

The University of Pittsburgh School of Medicine designates this live activity for a maximum of 11.25 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

CEU Credit

Other healthcare professionals are awarded 1.125 continuing education units (CEU’s) which are equal to 11.25 contact hours.

NAMSS Accreditation

This course has been approved for National Association of Medical Staff Services (NAMSS) for up to 11 hours of continuing education credit(s). Accreditation of this educational content in no way implies endorsement or sponsorship by NAMSS.

Presenter Disclosure Statement

In accordance with the Accreditation Council for Continuing Medical Education requirements on disclosure, information about relationships of presenters with commercial interests (if any) will be included in materials distributed at the time of the conference.

All individuals in a position to control the content of this education activity are required to disclose all relevant financial relationships with any proprietary entity producing, marketing, re-selling, or distributing health care goods or services, used on, or consumed by, patients.

Seminar Disclaimer

HortySpringer Seminar Disclaimer Statement:

The information presented at these seminars and the supplementary materials provided to registrants are intended for educational and informational purposes only. Nothing contained therein is to be considered as the rendering of legal advice for specific cases or circumstances. No one should act or refrain from acting on the basis of any information presented at these seminars without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer practicing as permitted by applicable laws, regulations or rules of professional conduct. No attorney-client relationship is formed by registration for any seminar or the use of the seminar materials.


Registration fee:

$1,595 Individual


$4,950 for a team of four
$   950 for each additional registrant (after a team of four registration)

We design our programs with a team fee because we found that it usually requires at least three or four Board members or physician leaders to implement changes or to move forward on any particular matter.

You can send a team of four to one seminar in one location, or you can register at multiple locations and for multiple programs.

Included With Registration Fee

  • Online Access to forms, policies, procedures, sample bylaws language and more

Hotel Reservations

All registrants are responsible for making their own hotel reservations. Special group room rates have been established for Horty Springer registrants. The block of rooms being held for registrants will be released 30 days prior to the seminar. Within 30 days of the program, you may not be able to get rooms or receive the special rate.

Refund Policy

Seminar cancellations/refunds are subject to a $100 processing fee.