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Healthcare Risk Management Foundations Series

A webinar series for the clinical risk manager and healthcare, senior living, physician practice and ambulatory operational leader.

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We are pleased to announce WTW’s Healthcare Risk Management Foundations Series. We view this offering as an important and supportive resource for the risk management professional.

Although at times considered the purview of risk management and financial leadership, it is essential for the clinical risk management team as a whole to have awareness of what it takes to insure an organization.

WTW will be offering ongoing webinars (many providing CEUs) on a variety of topics, such as strategies for conducting a thorough and credible investigation of a serious safety event, creating an effective fleet management program, methods for conducting a general slip and fall investigation, developing a comprehensive written risk management plan and more.

Who should attend: This program is appropriate for all members of the healthcare and senior living risk management team, managers and other professional members of the organization who are involved in partnering with risk management and working to improved patient safety.

This series offers sessions including:

  1. Elements of an Effective Fleet Management Plan
  2. A Manager's Guide: Documenting the Difficult Encounter - Risk Reduction Strategies
  3. Worker's Compensation Basics for Risk Managers
  4. The Potentially Compensable Event
  5. A Day in the Life of a Clinical Investigation
  6. The Rising Risk of Sexual Misconduct Against Healthcare Organizations
  7. Active Assailant: The Attack That Never Happens
  8. Successful Strategies for Setting Reserves
  9. Getting to the Root of Why – Uncovering the Benefits of the Root Cause Analysis in Senior Living
  10. Risk Identification Strategies – Beyond the Incident Report
  11. Terminating the physician-patient relationship
  12. The Early Bird Gets the Worm – Early Resolution in Claims Management
  13. Risk Management Scouting – Complaint & Grievance Management
  14. Mastering the Art of the General Liability Investigation: Best Practices for Success

In addition, tools and job aides will be provided. New sessions will be added in the coming weeks.

Please find session details below. Registration links and links to access our past recordings will be added as they become available.


Session 1: Elements of an Effective Fleet Management Plan

June 22, 2023, 1:00 p.m. to 2:00 p.m. ET

Fleet management focuses on maximizing efficiency, increasing productivity and improving safety for an organization's vehicles and drivers. Managing an organizations fleet may extend across cities and multiple states. There are many approaches to managing such programs that may include ensuring for driver compliance and safety, maintaining the vehicles and tracking their locations.

The objectives of this webinar will be to discuss:

  • The development of a vehicle fleet safety program
  • How to gain insight on monitoring and modifying unsafe driving behavior
  • How to develop an understanding for post vehicle accident and claims management
  • The need for a holistic approach to prevention

Webinar replay


Session 2: A Manager's Guide: Documenting the Difficult Encounter - Risk Reduction Strategies

September 7, 2023, 1:00 p.m. to 2:00 p.m. ET

Those who must chart in the medical record may find challenging to document difficult encounters such as medical mishaps and errors, episodes of patient/resident violence, disclosure following an adverse event, non-compliance, non-adherence and other challenging situations. Recording a factual accounting of what happened and how the organization respond to the situation would provide an essential record of the events that transpired.

The objectives of this webinar will be to:

  • Describe the elements that contribute to effective documentation for providers and the professional care team members
  • Identify how data and analytics accessed through chart audits can support methods for improving documentation
  • Understand the strategies for educating those who complete documentation in the medical record
  • Understand the claims and legal implications for documenting the difficult encounter

Webinar replay


Session 3: Worker's Compensation Basics for Risk Managers

October 25, 2023, 2:00 p.m. to 3:00 p.m. ET

The journey through a workers’ compensation incident can be complex and confusing. For the risk management professional, having direct contact and intimate knowledge of the workers’ compensation process may not always be feasible, considering current responsibilities. Accommodations, coordination with providers, work restrictions, claims management, third-party administrators, case managers and more are just a few of the tasks associated the workers’ compensation process.

The objectives of this webinar will focus on:

  • The basics of a workers’ compensation case and process
  • What is meant by compensable, in a workers’ compensation claim
  • The employer actions that can positively, or negatively, impact the workers’ compensation process
  • Understanding the language of workers’ compensation

Webinar replay


Session 4: The Potentially Compensable Event

November 9, 2023, 1:00 to 2:00 p.m. ET

Practicing early reporting and prompt event investigation is critical to the future of care received in a senior living community and healthcare organization. Events and incidents happen in healthcare settings daily, but some events can create a higher probability of a lawsuit or claim – otherwise known as potentially compensable events.

The objectives of this program are:

  • Identify the six steps of managing a potentially compensable event
  • Describe the review and investigative process for PCEs
  • Highlight the rationale for notifying your insurance carriers

Webinar replay


Session 5: A Day in the Life of a Clinical Investigation

January 25, 2024 | 1:00 p.m. to 2:00 p.m. ET

Conducting an investigation (clinical or otherwise), following a serious safety event can at times prove to be complex and time consuming. In this session, we discuss the various stages of an investigation including putting stop gap measures in place immediately, building your timeline, protecting your investigation process, gathering evidence, and conducting a thorough and credible review.

The objectives of this webinar are to:

  • Identify first steps to take following a significant event
  • Outline key notifications to ensure legal protections, disclosure and communication plan
  • Identify the key elements of a thorough and credible investigation

Webinar replay


Session 6: The Rising Risk of Sexual Misconduct Against Healthcare Organizations

February 15, 2024 | 1:00 p.m. to 2:00 p.m. ET

Sexual misconduct allegations are a rising risk for healthcare providers. In this session, our panel will review this rising risk, and insurance coverage implications for such claims, as well as the impact to the bottom line. Our presenters will also discuss both prevention and mitigation strategies for when claims arise. The objectives of this webinar are:

  • Outline the state of the insurance market for sexual misconduct claims
  • Understand the insurance implications and the impact to the bottom line when such claims occur
  • Discuss strategies for an organizational response for mitigating claims when they come forward and the key elements of building an organizational prevention plan

Webinar replay


Session 7: Active Assailant: The Attack That Never Happens

March 14, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will explore the build-up, red flags and outcomes of active assailant events in the U.S. Our panel will present the current state of mental health trends, life event triggers and how workplace violence and incivility may be contributing factors to stress and anxiety in the workplace. The objectives of this webinar are to:

  • Explore the profile of an active assailant
  • Review the rise in mental health needs and lack of resources
  • Explain psychological safety and the role in plays of workplace violence and prevention

Webinar replay


Session 8: Successful Strategies for Setting Reserves

April 11, 2024 | 1:00 p.m. to 2:00 p.m. ET

We will discuss the importance of reserves and best practices for reserving claims. This presentation will specifically address various reserving philosophies, a demonstration of reserving and how claims change over the lifetime of a claim and how reserves affect your premiums and policy renewals. The objectives of this webinar are to:

  • Understand reserving basics
  • Understand the most common claims reserving methodology
  • The impact of reserves on premiums

Webinar replay


Session 9: Getting to the Root of Why – Uncovering the Benefits of the Root Cause Analysis in Senior Living

May 23, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will explain the benefits of using root cause analysis methodology in the senior living environment, highlighting what to do when a problematic incident occurs and the key steps to be taken to ready the team to conduct an RCA. Additionally, our speakers will guide attendees on the composition of the RCA team and how to ensure for a thorough and credible review.

Webinar replay


Session 10: Risk Identification Strategies – Beyond the Incident Report

July 12, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will focus on methods for improving internal communications networks to ensure for early response to problematic workflows and processes. The objectives of this webinar are to:

  • Provide best practice examples on improving incident reporting
  • Offer suggestions on other fact-finding techniques to incorporate into your risk management plan
  • Discuss methods for improving internal communication networks

Webinar replay


Session 11: Terminating the Physician-Patient Relationship

August 22, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will delve into the ethical, legal and practical aspects, offering best practices, guidelines and effective strategies to manage this sensitive process with professionalism and care. The objectives of this webinar are to:

  • Understand the ethical and legal framework surrounding the termination of the physician-patient relationship.
  • Develop skills to effectively communicate and document the termination process.
  • Gain insights into handling difficult situations and minimizing risks.
  • Learn from real-life case studies to apply best practices in your practice.

Webinar replay


Session 12: The Early Bird Gets the Worm – Early Resolution in Claims Management

September 26, 2024 | 1:00 p.m. to 2:00 p.m. ET

Early resolution in claims management utilizes a proactive approach to streamlining the claims process while fostering positive relationships with claimants. Speakers will explore through case study the key strategies, best practices and methods for identifying opportunities for early resolution.

Webinar replay


Session 13: Risk Management Scouting – Complaint & Grievance Management

October 24, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will be a comprehensive overview and guide to handling complaints and grievances with proficiency. This webinar will cover best practices for addressing and resolving complaints, including essential communication techniques, thorough investigation methods and effective follow-up strategies.

Webinar replay


Session 14: Mastering the Art of the General Liability Investigation: Best Practices for Success

November 6, 2024 | 1:00 p.m. to 2:00 p.m. ET

This session will explore the guidelines for what constitutes a general liability claim and the key steps involved in conducting an effective investigation in the healthcare setting. Speakers will also explore the mistakes and misstep that can happen during general liability investigations and team strategies to prevent those situations from occurring and reoccurring.

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