Institute Agenda

8:00 am – 4:00 pm PT

The 2021 OPEN MINDS Care Innovation Summit

Executive Summit

Health care has gone digital, and no matter the “next normal,” the future of chronic disease management will undoubtedly include new technologies. Digital transformation in health care has accelerated more than any other aspect of our lives over the last year. Connecting consumers with complex support needs will leverage never-seen-before digital solutions. During the OPEN MINDS Care Innovation Summit, you can get an overview of the trends driving innovation in the health and human service market, a review of the OPEN MINDS strategic framework for launching sustainable treatment programs, and a deep dive with case study presentations on cutting-edge new clinical programs to ensure that consumers have access to the right services and supports at the right time. You will also be able to join a round-table discussion on the challenges of innovation for specialty provider organizations and health plans, as well as understand how payers are prepared to support innovation to improve access to care.

Agenda

8:00am – 9:00am: Registration/Breakfast

9:00am – 9:15am: Welcoming/Introduction

Kickoff the 2021 Summit with co-chairs Carol Clayton Ph.D. and Paul Duck, Senior Associates at OPEN MINDS presenting a high-level overview of innovations with digital solutions “next normal”.

9:15am – 10:15am: From Policy To Action: How One State Is Implementing Sweeping Medicaid Reform & The Implications For Provider Organizations

During this kickoff session, hear how North Carolina’s Medicaid Transformation, including policy changes, legislative changes, and new health plan requirements will drive innovation at the health plan, service delivery, and consumer engagement level. Dave Richard, North Carolina Department of Health and Human Services Medicaid Director will speak to the Medicaid transformation in North Carolina, that recently took effect on July 1, 2021. The key elements of this transformation will be highlighted including tailored plan implementations for complex needs consumers, the transition of care coordination functions to provider organizations via care coordination entities and adult medical homes, and the focus and requirement to address social determinants of health (SDOH).

Learning Objectives:

  • Understand the technological advancements needed to track, monitor, and support sweeping state change
  • How the state is supporting provider readiness
  • What provider organizations must do to be successful and sustainable in the new transformative system.

Dave Richard, North Carolina Department of Health and Human Services

10:15am – 11:30am: The Transition To Community Living Initiative: North Carolina’s Continuous Effort To Provide Community Living To All Individuals & The Impact Of Data & Technology In This Effort

Over ten years ago, the United States Department of Justice (DOJ) brought a lawsuit against North Carolina alleging that the state had violated the Americans with Disabilities Act (ADA) and the Supreme Court’s 1999 Olmstead decision by failing to afford people with complex needs the opportunity to live in integrated settings. In the lawsuit, DOJ cited that thousands of North Carolinians with mental illness and other multimorbid conditions remained in large, segregated adult care homes while others, living in the community, were deemed “at risk of entry” into adult care homes. North Carolina addressed these concerns through the implementation of the Transition to Community Living Initiative (TCLI).

TCLI has truly required the implementation of the concept of “it takes a village”. This case study will focus on the transition of serving long-standing institutionalized persons in the community and the importance of data, technology, and care coordination connecting many parties, agencies, and stakeholders to support complex needs consumers in community placement.

Learning Objectives:

  • Hear about the top challenges facing sustainable community-based living for complex needs persons and tips to overcome them.
  • Hear about the key ingredients for successful community-based housing programs.
  • Understand how data and technology are used to help community partners sustain the full range of services and supports.

Sam Hedrick, JD, Senior Advisor ADA, Transitions to Community Living, North Carolina Department of Health and Human Services

11:30am – 12:30pm: Lunch

12:30pm – 1:45pm  Just What The Doctor Ordered: Telehealth Care Delivery For Adults With Intellectual & Developmental Disabilities

The move to telehealth services to address medical and physical health needs for adults with Intellectual & Developmental Disabilities (I/DD), particularly those served in residential settings, preceded the pandemic. But the pandemic accelerated both the volume and the variety of services available to this medically complex—and frequently mobility-challenged—population. Hear from one innovative organization, Premier HealthCare, which optimized telehealth to extend clinical services for a vulnerable and often isolated population. An affiliate of YAI, Premier HealthCare is a New York City-based, PCMH/NCQA-certified integrated network of medical clinics that leverages technology to improve access and health outcomes during the pandemic, saving time and money for themselves and their payer partners.

Learning Objectives:

  • Understand the complexity and representation of medical conditions in the I/DD population
  • Leveraging mobile medical stations and technology to support people in residential settings and those mobility challenged
  • Key outcomes and successes for the population served

Hope Levy, Executive Director, Premier HealthCare

1:45pm – 3:00pm: Measure Progress, Not Perfection: Applying Measurement-Based Care To Addiction Treatment

Measurement-based care is the practice of using consumer data to improve treatment and enhance outcomes. While its efficacy is well-established in mental health, addiction treatment provider organizations face unique challenges in the design and implementation of these tools and principles. Specifically, there are fewer standardized assessment tools and inconsistent use of them, leading to a lack of aggregate data specific to guide best practice substance use disorder treatment.

This session will highlight the efforts of Vertava Health, a leading provider of addiction and behavioral health services, partnered with Triduum, a digital health company. Both partners share a common mission of using data to improve treatment for behavioral health conditions, specifically substance use disorders.

Learning Objectives

  • Understand the influence and confluence of addiction and mental health issues on physical, emotional, and relational status throughout recovery.
  • Learn how validated substance use disorders assessment tools are instrumental to a comprehensive behavioral health measurement-based care platform.
  • Hear about this unique provider-vendor partnership platform used to capture data and benchmark progress via a measurement-based care feedback loop.

3:00pm – 4:00pm: Closing Executive Roundtable—Selecting & Implementing Digital Health Solutions

Join co-chairs Carol Clayton, Ph.D. and Paul Duck, and all Summit presenters in an Executive Roundtable where attendees can dialog with the Summit speakers, ask questions about tech challenges & opportunities, and discuss perspectives on the future of digital health solutions.

Dave Richard

Deputy Secretary, NC Medicaid Division of Health Benefits, North Carolina Department of Health and Human Services

Richard’s vision for Medicaid is to ensure a sustainable, person-centered and innovative Medicaid program for more than 2 million North Carolinians who use Medicaid. As the programs undergo transformation to even better fit the needs of the state’s residents, he is committed to improving the health and well-being of all residents by working closely with Medicaid stakeholders.

Prior to leading Medicaid, Richard was the Deputy Secretary for DHHS Behavioral Health and Developmental Disability Services and the State Operated Healthcare Facilities divisions. He joined DHHS in May 2013 as the Director of the Division of Mental Health, Intellectual and Developmental Disabilities and Substance Abuse Services.

Richard had previously led The Arc of North Carolina, an advocacy and service organization for people with intellectual and developmental disabilities, as its Executive Director for 24 years.

Richard’s has a bachelor’s degree in education from Louisiana State University.

Carol Clayton, Ph.D.

Carol Clayton brings over 30 years of experience in the health and human service fields to the OPEN MINDS team. She has a wealth of experience both in clinical work and in executive management.  Her areas of expertise include data-driven strategy development and management, performance measurement and outcomes reporting, quality improvement, and growth strategies.

Prior to joining OPEN MINDS, Dr. Clayton served as the Vice President of Behavioral Health Solutions Integration for Relias, an online training solution for health care providers. At Relias, Dr. Clayton led the development of analytics-focused market solutions.  Her areas of focus were performance measurement systems, management team dashboards, and analytics for managing value-based reimbursement.

Prior to her role at Relias, Dr. Clayton served as the Chief Executive Officer for Care Management Technologies (CMT), an analytics solution organization of which she was a minority owner.    With CMT, Dr. Clayton worked with state and county governments and provider collaboratives to develop shared performance management and performance improvement platforms.   Her work included creating solution-specific health information exchanges promoting data sharing between multiple payer and provider organizations.

Prior to joining Care Management Technologies, Dr. Clayton served as the Executive Director for the North Carolina Council of Community Programs. In this role, she worked with both public agencies and private provider organizations during the evolution of the North Carolina MH/DD/SA service delivery system to a new managed care model.   Her work involved both advocacy to public policy makers and the legislature, as well as working with member organizations on improving their delivery system.

Previously, Dr. Clayton also served Executive Director for Magellan Behavioral Health.    In this role, she was responsible for the Magellan book of business – at-risk managed care, administrative service organization (ASO) contracts, and employee assistance program (EAP) contracts for two million lives across four states.

Dr. Clayton started her career as a Staff Psychologist at John Umstead Hospital. She earned her Bachelor of Science in Special Education from Appalachian State University, and her Ph.D. in Psychology from the University of North Carolina at Chapel Hill.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Hope Levy

Motivated to refocus services to create and maintain a variable healthcare system for people with intellectual and developmental disabilities (I/DD), Hope Levy has served as the Executive Director of Premier HealthCare, a YAI affiliate, since 2017. Every year, Premier sees more than 9,000 patients, many of whom would otherwise have limited access to medical and dental care. Levy’s efforts to overhaul legacy systems ended years of operating deficits in 2019. Since then, she has instituted numerous innovations as Premier became among the first specialty clinics in the United States to make telemedicine available. Given the increased vulnerability to infection within the I/DD community, Levy’s efforts over the earliest months of the pandemic saved lives. For more than 20 years, Levy has held increasingly senior roles in the I/DD field. Prior to joining Premier, she served as Senior Director of Business Development and Government Relations at YAI. Throughout her career, she has played a crucial role in expanding early intervention, Article 16 services, Article 28 clinics, and has provided technical assistance to more than 150 I/DD nonprofit agencies throughout New York City. In 2021, Crain’s New York Business called Levy one of New York’s “Notables in Health Care”. She earned her Master of Social Work from New York University.

Sandra K. (Sam) Hedrick, RN, JD

Sam Hedrick has been an advocate for people since entering the field of human services forty years ago. She began as an RN at North Carolina Memorial Hospital in Chapel Hill. There, she worked in a post-operative unit with people with life-challenging diseases and traumas. Later, she completed her Juris Doctorate at North Carolina Central University, and afterwards, served as an Assistant Public Defender in Durham for six years. In this role, she worked with youth in juvenile detention; people involuntarily committed to psychiatric units; and many other North Carolinians charged with criminal offenses. She observed that many of these individuals had mental illness, intellectual disabilities and/ or substance use disorders. With an eye towards improving people’s quality of life, Sam next became President of RHA Howell, a not-for-profit providing mental health, developmental and intellectual disability, and substance use disorder services to children and adults in communities across North Carolina. Sam served in that role for fifteen years. While there, she received an award from the Triangle Business Journal, as “ Healthcare Hero for 2014.” She also received an award from Disability Rights North Carolina as the 2016 “Champion for Equality and Justice.”
Today, Sam serves as Senior Advisor for the ADA in the Office of the Secretary. She oversees the implementation of a lawsuit brought to NC by US DOJ along with the work that the NC Department of Health and Human Services’ is doing devoted to Olmstead planning.


9:00 am – 12:15 pm PT

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, implementation, and optimization?

These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we will cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


1:00 pm – 4:15 pm PT

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization

Executive Seminar

Sponsored by Qualifacts+Credible

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a major investment and choosing the right system (or keeping the wrong system) can make or break any organization.

This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or the upgrade of a system that isn’t delivering the functionality needed for sustainability. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

  • A best practice model for assessing the tech functionality your organization needs for future success.
  • Steps for vetting vendors and their products and services.
  • Budgeting for EHR software and implementation.
  • Ensuring best value and performance in contract negotiating.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


7:30 am – 8:30 am PT

Executive Networking Breakfast

Networking

Start off the morning with breakfast and networking. Use this time to catch up with colleagues, discuss the day’s upcoming sessions with our team of expert speakers, and meet new people.


8:30 am – 9:30 am PT

Welcoming & Survey Results

Opening/Welcome

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


9:00 am – 10:15 am PT

The Evolving Digital First Health Care Landscape For The ‘Next Normal’

Keynote Address

Keynote

In 2020, virtual visit became a universally understood concept and for the first time in history, consumers experienced the convenience of having the health care services brought into their home. But, if “digital first” health care is to be a permanent part of our future, health and human service leaders will need a deeper understanding of the legislative and regulatory landscape, how to determine the right mix of care in a “hybrid” future, the full continuum of digital care and supports, and the change in provider perspective and approaches to care. The choices those leaders make in the next few months will determine the landscape for digital health care in the U.S. for at least a decade.

In this session we will cover:

  • How these technologies are creating an “appropriate” balance between virtual and in-person care delivery, while focusing on improved quality of care.
  • The trends in virtual care adoption, from pre-COVID to today, and the market dynamics that indicate if digitally delivered care was just a pandemic solution.
  • The unpredictable factors that could influence the future of virtual care delivery, including state and federal policy, and reimbursement models.

Joseph Kvedar, M.D.

At Mass General Brigham (formerly Partners HealthCare), Dr. Joe Kvedar has focused on driving innovation, creating the market, and gaining acceptance for connected health for nearly three decades. He is now applying his expertise, insights, and influence to advancing adoption of telehealth and virtual care technologies at the national level. Dr. Kvedar continues to guide the transformation of healthcare delivery as a respected thought leader, author, and convener.

Dr. Kvedar is Chair of the Board of the American Telemedicine Association (ATA). As Editor-in-Chief of npj Digital Medicine, a Nature Research journal, he is working to establish the evidence base needed to guide innovation and the implementation of virtual care.

He is co-chair the American Medical Association’s (AMA) Digital Medicine Payment Advisory Group (DMPAG), which works to ensure widespread coverage of telehealth and remote patient monitoring, and successfully established several new provider codes for telehealth reimbursement through the CPT process. Dr. Kvedar is also a member of the AAMC’s (Association of American Medical Colleges) telehealth committee, creating tools that will enable medical schools and residency programs to integrate telehealth into the training of future practitioners.


10:15 am – 11:15 am PT

Thought Leader With Keynote Speaker Joseph Kvedar, MD

Thought Leader Forum

Join us for a follow-up session with our keynote speaker. Use this time to ask questions and continue the morning’s discussion.

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

Joseph Kvedar, M.D.

At Mass General Brigham (formerly Partners HealthCare), Dr. Joe Kvedar has focused on driving innovation, creating the market, and gaining acceptance for connected health for nearly three decades. He is now applying his expertise, insights, and influence to advancing adoption of telehealth and virtual care technologies at the national level. Dr. Kvedar continues to guide the transformation of healthcare delivery as a respected thought leader, author, and convener.

Dr. Kvedar is Chair of the Board of the American Telemedicine Association (ATA). As Editor-in-Chief of npj Digital Medicine, a Nature Research journal, he is working to establish the evidence base needed to guide innovation and the implementation of virtual care.

He is co-chair the American Medical Association’s (AMA) Digital Medicine Payment Advisory Group (DMPAG), which works to ensure widespread coverage of telehealth and remote patient monitoring, and successfully established several new provider codes for telehealth reimbursement through the CPT process. Dr. Kvedar is also a member of the AAMC’s (Association of American Medical Colleges) telehealth committee, creating tools that will enable medical schools and residency programs to integrate telehealth into the training of future practitioners.


10:15 am – 11:30 am PT

How Are You Doing With The ‘Whole Person’? Using Technology For The Integration Of Complex Consumer Health Care

Topical Case Study

Innovations Track

The National Institute of Mental Health, the American Psychological Association and others have been busy reporting the status of our mental health during the pandemic. Although concerns about mental health have taken a front seat, we know that the mind and body are one. Stress associated with the pandemic is taking a physical toll as well. Studies report significant changes in weight, increased alcohol consumption, sleep disorders, and the lack of physical activity as evidence of the decline of our overall health.

In this session we will cover:

  • Whole person care—what do we know?
  • Tech innovations to address both the physical and emotional health of the individuals you serve.
  • Models of physical health integration in service provider organizations who serve complex consumers.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Jason Lippman

Jason Lippman brings over 15 years of executive experience in the health and human services field to the OPEN MINDS team, with expertise in health care strategy, public policy and government relations, managed care, and communications. Prior to his role with OPEN MINDS, Mr. Lippman served as the Vice President of Strategy & Development for Beacon Health Options. In this role, Mr. Lippman developed strategic relationships and solutions to facilitate new growth. He also identified opportunities to integrate physical and behavioral health services to improve both quality and affordability.

Before his time with Beacon Health Options, Mr. Lippman served as the Executive Vice President of The Coalition for Behavioral Health, a New York-state based behavioral health provider association. In that role, he was responsible for operations, development, financial management, and member services. Mr. Lippman also secured $263,000 to drive provider business transformation and established a Regional Addiction Resource Center and an e-learning system for over 6,000 users.

During his tenure at The Coalition for Behavioral Health, Mr. Lippman also served as Interim President and Chief Executive Officer. In this role, he developed and implemented a strategic restructuring plan that achieved 23% savings and realigned $1.5 million in contracted training programs into a center for excellence to maximize value and achieve operational efficiencies.

Prior to his role with The Coalition for Behavioral Health, Mr. Lippman was the Director of Public Policy & Government Relations for Amida Care, a New York City-based Medicaid health plan. In this role, Mr. Lippman served as the lead for Medicaid redesign strategies and delivery system reform initiatives. He secured a $500,000 DSRIP planning grant and over $100,000 in New York City Council funding for member-driven health and wellness programs.

Earlier in his career, Mr. Lippman served as a Director of Policy and Advocacy for The Coalition of Behavioral Health Agencies, where he advanced policy strategies to increase opportunities for membership under healthcare reform. Mr. Lippman’s efforts increased the number of advocates and members by more than 30%.

Mr. Lippman received a Master of Arts in Public Affairs and Policy from the Rockefeller College of Public Affairs and Policy at the University of Albany. He also received Bachelor of Arts in Political Science from Binghamton University.

Tracking ROI Of Preventative Consumer Interventions As Part Of Value-Based Contracting

How To Best Practice

Analytics Track 

Behavioral health service provider organizations and advocacy groups try to make an economic argument on the importance of preventative care—spend a dollar on prevention and save five in the out years. This is hard to prove and track for behavioral health interventions. How do you track the dollar? Where are the savings? What does it mean for value-based contracting?

In this session we will cover:

  • Building partnerships and data exchange agreements
  • Make the economic argument with documented return-on-investment
  • Incorporating outcomes into value-based contracting

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.


11:45 am – 12:45 pm PT

Pandemic Digital Shift—Critical Competencies To Keep A Competitive Edge

Best Practice “How To”

Consumer Tech Track

To meet the preferences of consumers and health plans—and succeed with new reimbursement rates and models—executive teams need to make a few additions to their “core competencies.” To keep a competitive edge in the post-pandemic world and hybrid service model, there are a few “must haves.”

In this session we will cover some critical competencies for competing in the new marketplace:

  • Digital consumer intake processes
  • Remote engagement and contact capabilities
  • Ways to integrate with commercial internet platforms
  • Web presence enhancements

Jason Lippman

Jason Lippman brings over 15 years of executive experience in the health and human services field to the OPEN MINDS team, with expertise in health care strategy, public policy and government relations, managed care, and communications. Prior to his role with OPEN MINDS, Mr. Lippman served as the Vice President of Strategy & Development for Beacon Health Options. In this role, Mr. Lippman developed strategic relationships and solutions to facilitate new growth. He also identified opportunities to integrate physical and behavioral health services to improve both quality and affordability.

Before his time with Beacon Health Options, Mr. Lippman served as the Executive Vice President of The Coalition for Behavioral Health, a New York-state based behavioral health provider association. In that role, he was responsible for operations, development, financial management, and member services. Mr. Lippman also secured $263,000 to drive provider business transformation and established a Regional Addiction Resource Center and an e-learning system for over 6,000 users.

During his tenure at The Coalition for Behavioral Health, Mr. Lippman also served as Interim President and Chief Executive Officer. In this role, he developed and implemented a strategic restructuring plan that achieved 23% savings and realigned $1.5 million in contracted training programs into a center for excellence to maximize value and achieve operational efficiencies.

Prior to his role with The Coalition for Behavioral Health, Mr. Lippman was the Director of Public Policy & Government Relations for Amida Care, a New York City-based Medicaid health plan. In this role, Mr. Lippman served as the lead for Medicaid redesign strategies and delivery system reform initiatives. He secured a $500,000 DSRIP planning grant and over $100,000 in New York City Council funding for member-driven health and wellness programs.

Earlier in his career, Mr. Lippman served as a Director of Policy and Advocacy for The Coalition of Behavioral Health Agencies, where he advanced policy strategies to increase opportunities for membership under healthcare reform. Mr. Lippman’s efforts increased the number of advocates and members by more than 30%.

Mr. Lippman received a Master of Arts in Public Affairs and Policy from the Rockefeller College of Public Affairs and Policy at the University of Albany. He also received Bachelor of Arts in Political Science from Binghamton University.

Incorporating Financial Sustainability Into Your Organizational Strategy – OPEN MINDS Approach To Non-Profit Financial Strength

Best Practice “How To”

Analytics Track

The impact of the pandemic has forced many non-profit service organizations to carefully assess their financial vulnerability to unanticipated crises. In addition, the factors driving market change are expected to accelerate as we move into the coming year—more value-based contracting, new service demand, strained government budgets, and a boom in technology products that are changing how services are delivered. So how does an organization assess where it is financially vulnerable and strategically identify how to align financial resources for sustainability to weather change and drive organizational growth?

In this session, attendees will learn key steps to assess financial vulnerability and tactics to strengthen their organization:

  • The key domains for financial strength
  • Financial metrics to assess strength and vulnerability in each key financial domain
  • How to benchmark the financial strength of your organization with others in your market.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Consumer Portals: Developing Standards & Measures To Improve Engagement & The Consumer Experience

Best Practice “How To”

Consumer Tech Track

Studies are still underway, but early data tells us that virtual care works better for some than others. And in different ways. This is also true for telehealth implementation among service provider organizations. How does your organization ensure that your telehealth “virtual presence” meets the need of those you serve, your staff and revenue targets on an ongoing basis? Is there enough data to know how we are really doing with telehealth? How should we or can we evaluate quality and outcomes?

In this session we will cover:

  • Outreach & engagement in the virtual environment—pros & cons of telehealth for a range of populations and complex conditions
  • Steps to successfully implement a virtual service line including steps to ensure easy accessibility and a process for continual updating and re-evaluation
  • Gaining staff and consumer buy-in through continuous education and adherence to the mission of your organization

Carol Clayton, Ph.D.

Carol Clayton brings over 30 years of experience in the health and human service fields to the OPEN MINDS team. She has a wealth of experience both in clinical work and in executive management.  Her areas of expertise include data-driven strategy development and management, performance measurement and outcomes reporting, quality improvement, and growth strategies.

Prior to joining OPEN MINDS, Dr. Clayton served as the Vice President of Behavioral Health Solutions Integration for Relias, an online training solution for health care providers. At Relias, Dr. Clayton led the development of analytics-focused market solutions.  Her areas of focus were performance measurement systems, management team dashboards, and analytics for managing value-based reimbursement.

Prior to her role at Relias, Dr. Clayton served as the Chief Executive Officer for Care Management Technologies (CMT), an analytics solution organization of which she was a minority owner.    With CMT, Dr. Clayton worked with state and county governments and provider collaboratives to develop shared performance management and performance improvement platforms.   Her work included creating solution-specific health information exchanges promoting data sharing between multiple payer and provider organizations.

Prior to joining Care Management Technologies, Dr. Clayton served as the Executive Director for the North Carolina Council of Community Programs. In this role, she worked with both public agencies and private provider organizations during the evolution of the North Carolina MH/DD/SA service delivery system to a new managed care model.   Her work involved both advocacy to public policy makers and the legislature, as well as working with member organizations on improving their delivery system.

Previously, Dr. Clayton also served Executive Director for Magellan Behavioral Health.    In this role, she was responsible for the Magellan book of business – at-risk managed care, administrative service organization (ASO) contracts, and employee assistance program (EAP) contracts for two million lives across four states.

Dr. Clayton started her career as a Staff Psychologist at John Umstead Hospital. She earned her Bachelor of Science in Special Education from Appalachian State University, and her Ph.D. in Psychology from the University of North Carolina at Chapel Hill.

Practical Application of Predictive Analytics: From the Bedside to the Boardroom

Knowledge Partner

Predictive Analytics is a scary term. What does it really mean? Is it more Ouija board or fortune teller? Is it for real? This session will simplify and demystify the term “predictive analytics” and provide real life case examples of the value of predictive analytics across your organization—financial, operational, clinical and strategic. Understanding how you might incorporate predictive analytics in to your organization as a first step will be offered.


1:00 pm – 2:30 pm PT

Lunch On Your Own

Networking

Lunch


2:30 pm – 3:45 pm PT

Data Security Part 1: What’s In It For Me & Why Should I Care?

Best Practice “How To”

Data Security Track

Among one of the biggest issues that health care organizations have had to contend with is protection from a ransomware attack, loss of data from a data breach, disruptions of operations from cyber-attack, fines for inappropriate data disclosure and other network or information security issues. In 2021 alone, eight major hospital systems had to suspend operations or significantly change protocols due to cyber-attacks. This is the first of a 3-part series at the OPEN MINDS 2021 Technology & Analytics Institute.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Laird Sapir

Laird Sapir brings a diverse background of user-experience design, project management, customer service, and over ten years of web development experience to the OPEN MINDS team.  In her current role as Vice President of Web Services, Ms. Sapir leads our team of web developers; brings technical guidance and business practicality to every web-based application that OPEN MINDS develops; and defines a strategic purpose and unique digital brand for each client project that crosses her path.

Prior to her role with OPEN MINDS, Ms. Sapir was the sole proprietor, lead graphic designer, and web developer for Memphis McKay – a boutique marketing firm that primarily served authors, publishing companies, and small businesses. In this role she designed and built over 200 websites and managed the ongoing maintenance for over 100 client sites. She is well-versed in site architecture and planning, responsive design, and various open source technologies such as WordPress, PHP, Javascript, and React.

Ms. Sapir has written several widely used open source plugins serving the author community, and has been cited in industry publications such as Torque Magazine and WPMU Dev.

Ms. Sapir is a Le Cordon Bleu-trained chef who has served as a Restaurant Manager and Executive Assistant to the Vice President for Nordstrom. Throughout Ms. Sapir’s history with Nordstrom, she experienced first-hand the importance of having an “ear to the ground” to better understand the customer experience. Ms. Sapir’s tenure with Nordstrom provided unparalleled insight into consumer expectations, preferences, and purchasing patterns – all of which directly translate into optimal user experience best practices. Ms. Sapir holds a Bachelor of Arts in Sociology from the University of North Carolina, in addition to an Associate of Arts in Culinary Arts from the California School of Culinary Arts.

Technology For The 21st Century Cures Act—Electronic Verification Visit (EVV) & Hybrid Service Delivery

Best Practice “How To”

Innovations Track

If your organization is one of many that is thinking about moving to a hybrid service delivery model—virtual, in-clinic and in-home—electronic visit verification (EVV) is quickly becoming a necessity. EVV is essentially electronic verification that in-home service encounters have actually occurred. EVV documents four things: the type of service performed, the individuals providing and receiving the service, the date and location of the service, and the time the service begins and ends.

In this session we will cover:

  • What is the 21st Century Cures Act
  • What is an Electronic Visit Verification system
  • Meeting the requirements of the 21st Century Cures Act & EVV in a hybrid service delivery model.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.


4:00 pm – 5:00 pm PT

Retail Clinics, Friend Or Foe? The Role Of Retail Health Care In Improving The Value Of Consumer Care: Perspectives From Leading Retail Health Executives

Executive Roundtable

Consumer Tech Track

Over the past decade, the role of retail health care in the U.S. health care delivery system is on the increase. There are now 3300+ retail health locations serving 50,000+ consumers each year. The question for executives of organizations serving consumers with chronic conditions is how do those retail health centers fit into the consumer’s health care ecosystem and how to collaborate with the retail health sectors. In this informative session, four executives of leading retail health organizations will discuss their service delivery capabilities and how they are serving consumers and working with health care provider organizations in their communities. The executives will also provide an overview of the technologies they have in place to better serve consumers and coordinate care.


5:00 pm – 6:00 pm PT

Executive Networking Reception

Networking

Grab a beverage and unwind with the opportunity to discuss the exciting topics of the day with peers and presenters.


8:00 am – 9:00 am PT

Executive Networking Breakfast

Networking

Start off the morning with breakfast and networking. Use this time to catch up with colleagues, discuss the day’s upcoming sessions with our team of expert speakers, and meet new people.


9:00 am – 10:15 am PT

Unlocking Value Through Integration and Technology | Meeting Individuals and Families Where They Are

Keynote Address

Achieving advances in addiction and mental health care, and outcomes, requires integrating high-quality services across a continuum to engage people in the right ways, in the right amount and at the right times—informed by data, empowered by well-trained people and technology, and rooted in a strong foundation of clinical fidelity. Dr. Joseph Lee, president and CEO of the Hazelden Betty Ford Foundation, will discuss the importance of an integrated care continuum, clinical excellence, technology and collaboration in creating an ecosystem of education, treatment and support that meets individuals, families and communities where they are at every stage, from prevention to recovery.

In this session we will cover:

  • Describe how the integration of services across the continuum improves engagement and outcomes
  • Identify key factors that support advancements in addiction and mental health care
  • Discuss the importance of an integrated care continuum, clinical excellence, technology and collaboration to create an ecosystem of care and support

Joseph Lee, MD

On June 28, 2021 Dr. Lee will become the eighth president and CEO of the Hazelden Betty Ford Foundation and the fifth president of the Hazelden Betty Ford Graduate School of Addiction Studies.
As the medical director for Hazelden Betty Ford’s youth services the past 11 years, Dr. Lee has established himself as a thought leader on matters related to all matters related to addiction, mental health and recovery. A triple-boarded physician, he completed his Adult Psychiatry residency at Duke University Hospital and his fellowship in Child and Adolescent Psychiatry from Johns Hopkins Hospital. He is a diplomat of the American Board of Addiction Medicine and is a member of the American Academy of Child and Adolescent Psychiatry’s Substance Use Disorder Committee.
Dr. Lee’s experience with families from across the country and abroad provide him with an unparalleled perspective on emerging drug trends, co-occurring mental health conditions, and the ever-changing culture of addiction. Given his unique degree of specialization and powerful messaging, Dr. Lee has been featured in numerous media venues and national academic conferences alike. He is the author of Recovering My Kid: Parenting Young Adults in Treatment and Beyond, which provides an honest guide for parental leadership in times of crisis.


10:15 am – 11:15 am PT

Thought Leader With Keynote Speaker With Joseph Lee, MD

Thought Leader Forum

Join us for a follow-up session with our keynote speaker. Use this time to ask questions and continue the morning’s discussion.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Joseph Lee, MD

On June 28, 2021 Dr. Lee will become the eighth president and CEO of the Hazelden Betty Ford Foundation and the fifth president of the Hazelden Betty Ford Graduate School of Addiction Studies.
As the medical director for Hazelden Betty Ford’s youth services the past 11 years, Dr. Lee has established himself as a thought leader on matters related to all matters related to addiction, mental health and recovery. A triple-boarded physician, he completed his Adult Psychiatry residency at Duke University Hospital and his fellowship in Child and Adolescent Psychiatry from Johns Hopkins Hospital. He is a diplomat of the American Board of Addiction Medicine and is a member of the American Academy of Child and Adolescent Psychiatry’s Substance Use Disorder Committee.
Dr. Lee’s experience with families from across the country and abroad provide him with an unparalleled perspective on emerging drug trends, co-occurring mental health conditions, and the ever-changing culture of addiction. Given his unique degree of specialization and powerful messaging, Dr. Lee has been featured in numerous media venues and national academic conferences alike. He is the author of Recovering My Kid: Parenting Young Adults in Treatment and Beyond, which provides an honest guide for parental leadership in times of crisis.


10:15 am – 11:30 am PT

Paying For Social Determinants Of Health—Flexibility In The Dollars

Topical Case Study

Innovations Track

Research is starting to show some of what we may intuitively “thought we already knew.” Addressing social determinants of health may be the first steps to take on the road to recovery—maybe even more impactful than clinical treatment.

In this session we will cover:

  • Which Medicaid or Medicare Advantage plans are taking the lead?
  • How does the money flow? How does my organization get in the action?
  • What is the future?

Margaret Mays

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include health plan contracting, and reimbursement, quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.

Prior to joining OPEN MINDS, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.

Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.

Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.

Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama

Data Security Part 2: Why Every CEO Needs A Security Advocate—Information Security Advocacy In An Evolving Technological Space

Best Practice “How To”

Data Security Track

Keeping your organization aware, protected, and compliant is of the utmost concern. There are many risks to insecure organizations, including malware, hacking, ransomware, data breaches, lawsuits, legal violations. One of the most important roles in your organization is that of Security Advocate.

In this session we will cover:

  • The role of a security advocate in keeping your organization aware, protected, and complaints
  • Common vectors of attack and areas of vulnerability for any organization
  • Special considerations for organizations handling sensitive and protected user data
  • Social Engineering and human vulnerability—awareness is your biggest asset
  • Tools and processes that can help keep your data and your customers safe

Laird Sapir

Laird Sapir brings a diverse background of user-experience design, project management, customer service, and over ten years of web development experience to the OPEN MINDS team.  In her current role as Vice President of Web Services, Ms. Sapir leads our team of web developers; brings technical guidance and business practicality to every web-based application that OPEN MINDS develops; and defines a strategic purpose and unique digital brand for each client project that crosses her path.

Prior to her role with OPEN MINDS, Ms. Sapir was the sole proprietor, lead graphic designer, and web developer for Memphis McKay – a boutique marketing firm that primarily served authors, publishing companies, and small businesses. In this role she designed and built over 200 websites and managed the ongoing maintenance for over 100 client sites. She is well-versed in site architecture and planning, responsive design, and various open source technologies such as WordPress, PHP, Javascript, and React.

Ms. Sapir has written several widely used open source plugins serving the author community, and has been cited in industry publications such as Torque Magazine and WPMU Dev.

Ms. Sapir is a Le Cordon Bleu-trained chef who has served as a Restaurant Manager and Executive Assistant to the Vice President for Nordstrom. Throughout Ms. Sapir’s history with Nordstrom, she experienced first-hand the importance of having an “ear to the ground” to better understand the customer experience. Ms. Sapir’s tenure with Nordstrom provided unparalleled insight into consumer expectations, preferences, and purchasing patterns – all of which directly translate into optimal user experience best practices. Ms. Sapir holds a Bachelor of Arts in Sociology from the University of North Carolina, in addition to an Associate of Arts in Culinary Arts from the California School of Culinary Arts.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


1:00 pm – 2:30 pm PT

Lunch On Your Own

Networking

Lunch


2:30 pm – 3:45 pm PT

Peer-To-Peer Outreach: Using Technology To Improve Engagement & Maintain The Workforce

Topical Case Study

Consumer Tech Track

Peer services are evidence-based and have been for decades. Additionally, the strongest evidence shows that peer-to-peer outreach and engagement is the best model and can be used across the life span. Yet we haven’t found sustainable ways to make and keep peer services front and center of what provider organizations do.

In this session we will cover:

  • Emerging technologies for enhancing peer-to-peer outreach
  • Types of peer workforce technologies
  • Credentialing the peer service workforce to ensure funding in a value-base payment environment
  • Overcoming peer workforce challenges with supervision and career ladder development

Jason Lippman

Jason Lippman brings over 15 years of executive experience in the health and human services field to the OPEN MINDS team, with expertise in health care strategy, public policy and government relations, managed care, and communications. Prior to his role with OPEN MINDS, Mr. Lippman served as the Vice President of Strategy & Development for Beacon Health Options. In this role, Mr. Lippman developed strategic relationships and solutions to facilitate new growth. He also identified opportunities to integrate physical and behavioral health services to improve both quality and affordability.

Before his time with Beacon Health Options, Mr. Lippman served as the Executive Vice President of The Coalition for Behavioral Health, a New York-state based behavioral health provider association. In that role, he was responsible for operations, development, financial management, and member services. Mr. Lippman also secured $263,000 to drive provider business transformation and established a Regional Addiction Resource Center and an e-learning system for over 6,000 users.

During his tenure at The Coalition for Behavioral Health, Mr. Lippman also served as Interim President and Chief Executive Officer. In this role, he developed and implemented a strategic restructuring plan that achieved 23% savings and realigned $1.5 million in contracted training programs into a center for excellence to maximize value and achieve operational efficiencies.

Prior to his role with The Coalition for Behavioral Health, Mr. Lippman was the Director of Public Policy & Government Relations for Amida Care, a New York City-based Medicaid health plan. In this role, Mr. Lippman served as the lead for Medicaid redesign strategies and delivery system reform initiatives. He secured a $500,000 DSRIP planning grant and over $100,000 in New York City Council funding for member-driven health and wellness programs.

Earlier in his career, Mr. Lippman served as a Director of Policy and Advocacy for The Coalition of Behavioral Health Agencies, where he advanced policy strategies to increase opportunities for membership under healthcare reform. Mr. Lippman’s efforts increased the number of advocates and members by more than 30%.

Mr. Lippman received a Master of Arts in Public Affairs and Policy from the Rockefeller College of Public Affairs and Policy at the University of Albany. He also received Bachelor of Arts in Political Science from Binghamton University.

Data Security Part 3: Managing The Data Breach—How To Prepare, Plan & Protect Your Organization

Best Practice “How To”

Data Security Track

Like many other industries, the health and human service field has been hit hard with cyberattacks and data breaches—and in today’s reality, issues with data security are somewhat inevitable. The best defense for any health care organization in this environment is a dual focus on policy and security. In this session, we’ll discuss how executive teams can make data security a priority in their organizations.

In this session we will cover:

  • Best practices in privacy, security, and data sharing
  • Examples of provider organization data security plans and security risk assessments and outcomes to date

Laird Sapir

Laird Sapir brings a diverse background of user-experience design, project management, customer service, and over ten years of web development experience to the OPEN MINDS team.  In her current role as Vice President of Web Services, Ms. Sapir leads our team of web developers; brings technical guidance and business practicality to every web-based application that OPEN MINDS develops; and defines a strategic purpose and unique digital brand for each client project that crosses her path.

Prior to her role with OPEN MINDS, Ms. Sapir was the sole proprietor, lead graphic designer, and web developer for Memphis McKay – a boutique marketing firm that primarily served authors, publishing companies, and small businesses. In this role she designed and built over 200 websites and managed the ongoing maintenance for over 100 client sites. She is well-versed in site architecture and planning, responsive design, and various open source technologies such as WordPress, PHP, Javascript, and React.

Ms. Sapir has written several widely used open source plugins serving the author community, and has been cited in industry publications such as Torque Magazine and WPMU Dev.

Ms. Sapir is a Le Cordon Bleu-trained chef who has served as a Restaurant Manager and Executive Assistant to the Vice President for Nordstrom. Throughout Ms. Sapir’s history with Nordstrom, she experienced first-hand the importance of having an “ear to the ground” to better understand the customer experience. Ms. Sapir’s tenure with Nordstrom provided unparalleled insight into consumer expectations, preferences, and purchasing patterns – all of which directly translate into optimal user experience best practices. Ms. Sapir holds a Bachelor of Arts in Sociology from the University of North Carolina, in addition to an Associate of Arts in Culinary Arts from the California School of Culinary Arts.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

Social Determinants Of Health, Geo Mapping & Hot Spotting—The Effect On Service Access & Quality

Topical Case Study

Analytics Track

It has become increasingly important to understand the social determinants of health for the consumers served. Geo-mapping and hot spotting are one of many ways to start incorporating these key data into care decision making for complex care consumers.

In this session we will cover:

  • SDOHs that are having the biggest disruption in care
  • Determining the data needed and where to find it and keep it current (and secure)
  • Examples of SDOH data used for key decision making

Margaret Mays

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as a Senior Associate at OPEN MINDS. Her areas of expertise include health plan contracting, and reimbursement, quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.

Prior to joining OPEN MINDS, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.

Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.

Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.

Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama


3:45 pm – 4:15 pm PT

Raffle Drawing

Networking

4:15 pm – 5:00 pm PT

Technology Strategy For Sustainability—EHRs Are Just The Start

Keynote Address

There are many forces ‘redrawing’ the lines in the health and human services field. And to succeed and find a sustainable business model, executive teams need to focus on both organizational efficiency and organizational resiliency. But neither is possible without technology. In this session, join OPEN MINDS chief executive officer Monica E. Oss for an up-to-the-minute look at the critical changes in the landscape for serving complex consumers – and what they mean for organizational sustainability post-pandemic.

In this session we will cover:

  • The context for selecting technology in an ever changing and shifting field
  • Critical organizational competencies your organization must have for efficiency and sustainability
  • A framework for data-driven strategy and technology assessment

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


9:00 am – 12:30 pm PT

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization

Executive Seminar

Virtual Only

Sponsored by Qualifacts+Credible

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to involve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a major investment and choosing the right system (or keeping the wrong system) can make or break any organization.

This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or the upgrade of a system that isn’t delivering the functionality needed for sustainability. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

  • A best practice model for assessing the tech functionality your organization needs for future success.
  • Steps for vetting vendors and their products and services.
  • Budgeting for EHR software and implementation.
  • Ensuring best value and performance in contract negotiating.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.


1:00 pm – 4:30 pm PT

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar

Virtual Only

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, implementation, and optimization?

These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we will cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.