Full Agenda & Schedule Of Events
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Finding An Electronic Health Record System For Your Future: The 2024 OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization
Over the past twenty years, adopting electronic health record systems (EHRs) has changed how health services are managed and delivered. 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 significant investment, and choosing the right system (or keeping the wrong system) can make or break any organization.
This essential seminar is for any executive considering a new EHR system—whether it is your organization’s first EHR or upgrading a system that isn’t delivering the functionality needed for sustainability. Also, OPEN MINDS Associates will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:
- The 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 the 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, MSW, MBA
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.
Becoming A Data-Driven Organization – Using Metrics To Drive Performance & Success: The 2024 OPEN MINDS Seminar
The dynamics of accelerated change in the market have created new performance challenges for health and human services organizations. This seminar will focus on the latest performance landscape and critical domains for measuring and managing business and clinical effectiveness. Health and human services organizations have unique and evolving competition in the market—from new digital-first applications demonstrating speedy access, engagement, and satisfaction with consumers, to industry disrupters such as retail health clinics providing convenient access to care right where individuals shop. Showing value through data is a must have in this competitive environment, and the ability to demonstrate value through data means that organizations must also use data to drive performance improvement—clinically and administratively. In addition, leaders within organizations are challenged to make rapid course corrections, and having immediate access to the right data has become critical to organizational success. Key objectives for this seminar will include a:
- Look at the critical strategic performance domains and metrics for managing business and clinical health effectiveness
- Scorecard and framework for becoming a data-driven organization and for evaluating business health operations
- Decision-making model for prioritization and selection of measures
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 as 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.
Sharon Hicks, MSW, MBA
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.
Grand Opening Of The Exhibit Hall
Join us for an unveiling of all of our great exhibitors! Unwind from the day and enjoy cocktails and hor ‘doeuvres with your peers and thought leaders.
Executive Breakfast & Registration
If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!
The Future Of Virtual Delivery Systems
Join our keynote panelists for an engaging discussion that on the trajectory of virtual delivery systems in healthcare. Learn key contributing factors to the success of digital services, outcomes metrics payers are focused on, and strategies for anticipating consumer needs in the digital health landscape.
Erin Boyd
Erin Boyd is Talkspace’s Chief Growth Officer, Enterprise. A proven leader in the healthcare industry, Erin brings a successful 25-year track record of managing sales operations, business development, strategy and marketing. Erin is responsible for driving growth and delivering differentiated solutions and capabilities to Talkspace’s Enterprise customers.
Prior to joining Talkspace, Boyd led Cigna’s behavioral network strategy, ensuring that customers had affordable, high-quality options when receiving behavioral health and substance abuse care. During her tenure at Cigna, she oversaw network programs and solutions that drove innovation, delivered cost-savings and improved outcomes to advance behavioral health access. Prior to Cigna, Boyd held a leadership position in business development and marketing for Aurora Behavioral Health System, a preeminent psychiatric hospital system.
Marshall Moncrief
Thought Leader Discussion
Join our keynote and take this time to ask your own questions and continue the conversation.
Erin Boyd
Erin Boyd is Talkspace’s Chief Growth Officer, Enterprise. A proven leader in the healthcare industry, Erin brings a successful 25-year track record of managing sales operations, business development, strategy and marketing. Erin is responsible for driving growth and delivering differentiated solutions and capabilities to Talkspace’s Enterprise customers.
Prior to joining Talkspace, Boyd led Cigna’s behavioral network strategy, ensuring that customers had affordable, high-quality options when receiving behavioral health and substance abuse care. During her tenure at Cigna, she oversaw network programs and solutions that drove innovation, delivered cost-savings and improved outcomes to advance behavioral health access. Prior to Cigna, Boyd held a leadership position in business development and marketing for Aurora Behavioral Health System, a preeminent psychiatric hospital system.
Marshall Moncrief
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.
Technology As An Investment, Not An Expense
Embrace tomorrow’s growth through the strategic investment of technology today. This session will offer insights aimed at transforming your “tech expenses” into technological investments that support financial sustainability. Our industry leaders will meet attendees to explore the interplay between data utilization, compliance, and risk management, offering real world examples of how organizations are leveraging technology for long-term financial success.
Attendees will also have the opportunity to examine the direct and indirect costs of the technology investment vs the “no decision” decision and the importance of active implementation in obtaining a return on investment.
Key takeaways include:
- Explore novel frameworks to rethink Return on Investment (ROI) by considering the cost of avoiding critical decisions and investments.
- Gain insights into constructing investment models that extend beyond short-term gains, providing a roadmap for sustained financial benefits over time.
- Address the challenges of garnering support for technological advancements, offering strategies to secure both board and staff buy-in for successful implementation.
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 as 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.
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.
Building A Community Ecosystem – Using Technology To Create Partnerships & Address Health Equity
The urgency surrounding health equity discussions at both state and federal government levels highlights a critical need for addressing social determinants that significantly impact health disparities and outcomes. Research shows that a person’s social needs exert a more substantial influence on health disparity than direct medical or clinical services. This emphasis on social care is reflected in recent Request for Proposals (RFPs) from both New York and the federal government, signaling a clear interest in tackling these issues through community partnerships or the establishment of social care networks.
In this session, we will focus on the “how to” — how nonprofit health and human service agencies can move beyond traditional integrated service models. Attendees will learn how to leverage financially sustainable community partnerships that address health equity and health disparities in the communities you serve.
Objectives of this session include:
- Discover new approaches for building collaborative partnerships
- Learn how to finance and operationalize a social care collaborative network
- Examine data collection methods to show outcomes relevant to social care – access, reduction in disparities of care, and health outcomes
Jerome Brown
Jerome Brown is the Managing Partner and Co-Founder of United Providers of Health (UPOH). UPOH is an Independent Provider Association (IPA) focusing on Integrated Care and addressing Social Determinants of Health (SDOH). His previous roles were COO/Consultant for various Provider Healthcare organizations serving the MH/SA/ and I/DD populations. He has over 27 years of corporate management and executive experience. Jerome is also the CEO/Owner and founder of New Thought Leadership. New Thought Leadership is a series of workshops where individuals will learn the basic leadership principles, characteristics and leadership styles of being a leader and how to effectively use these styles.
Jerome is a Lean Six Sigma-Green Belt for over 24 years. He is a certified Facilitator and certifications in Leadership Through Quality (LTQ), Problem Solving Process (PSP), Quality Improvement Process (QIP), Organization Development (OD), Business Process Development (BPD) and Change Management (CM). He enjoys leading organizations, collaborating and building growth through networks and business development and managing change. He has implemented operational processes and clinical workflows that achieves strong measured outcomes and financial sound business results for organizations. He has launched and implemented programs and process in corporate America regionally and nationally and statewide within Healthcare. He has chaired on several boards of non-profits and is currently a board member at his church and served on the former i2i-I’m IN, Advisory Group. Jerome attended Millikin University (Decatur, Ill.) where he is in the Hall of Fame and a two time All American in Football and he
received his BS in Psychology.
Technology As A Tool For Service Line Portfolio Expansion
Understand the art of crafting a tech strategy that harmonizes with your business objectives.
In this session, our industry leaders will examine approaches for building a robust tech strategy that seamlessly aligns with and supports overarching business goals. Whether you’re looking to expand your service portfolio or are keen on leveraging technology to amplify your business impact, this session will demystify the process of building a tech strategy that complements your business strategy, acting as a catalyst for innovation and growth.
Key Takeaways:
- Discover a tactical guide to connecting technical needs to each objective in a business plan
- Explore innovative approaches to utilize your business plan to leverage technology across several key objectives
- Understand what data CEOs should analyze to evaluate how well the tech strategy is working
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 as 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.
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.
Bridging Care With Technology: A Deep Dive Into Client Engagement Solutions
Ensuring exceptional and effective care begins with the client’s attendance at treatment sessions and then their commitment to vital self-care activities between sessions. The COVID-19 pandemic fueled notable shift towards leveraging digital tools for improved outreach and client engagement strategies.
To enhance service delivery, providers are actively exploring ways to integrate these digital tools into existing workflows. Beyond simply reducing no-shows, the focus extends to reinforcing client connections to their care plan, promoting medication adherence, facilitating consistent attendance at treatment sessions, and orchestrating the coordination of all necessary services and supports.
In this session industry experts will discuss innovative approaches to improving client engagement by using technology, including, but not limited to, client facing portals, remote monitoring, wearable technology and assistive tech.
Attendees will:
- Understand the different types of technology programs and devices that are currently in use in the client engagement arena
- Discuss model programs and hear about outcomes associated with the use of technology
- Explore implementation models that have been used to serve out technology to clients
Post Lunch Pick Me Up
Join us in the exhibit hall for a fun after-lunch snack break!
Technology To Drive Clinical Outcomes
This session is a must-attend for CEOs passionate about advancing service delivery and outcomes through technology. Our industry experts will explore how technology can be used to create a cutting-edge system of care with the ability to elevate clinical outcomes using a digital-first approach.
Attendees will leave with a comprehensive roadmap for establishing a digital-first care delivery model.
Key takeaways:
- Understand what it means to be a digital first behavioral health provider
- Discover a comprehensive guide for building a hybrid service delivery model and improving clinical outcomes
- Understand the power of data collection and reporting to tell a compelling story about the tangible outcomes of your services.
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 as 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.
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.
The Hybrid Workforce Balancing Act – Managing Consumer & Staff Preferences
Navigating the landscape of hybrid healthcare services poses a significant challenge for managers in health and human service organizations. Striking a balance that caters to the preferences of both consumers and clinicians is crucial for the success of these services.
Recent survey data highlights a strong consumer preference for in-person visits, with three out of four individuals considering the quality of in-person care superior to virtual alternatives. However, the U.S. workforce in general—and clinicians specifically—prefer to work virtually from home. And there is still a higher preference of virtual care for persons with behavioral health needs compared to medical care. A February 2022 survey found that 83% of workers prefer a hybrid model that lets them work remote and Zip Recruiter data collected from each month in 2022 shows that 60% of job seekers are looking for remote work, with 20% saying they will not accept a position with any in-office work requirements.
This session will focus on how to establish a hybrid work environment that supports recruitment and retention needs while maintaining quality of care and meeting consumer needs and preferences.
Our industry experts will offer:
- A break down for determining what and how to measure performance of virtual service delivery
- Strategies for data integration and dashboard development to track progress by service lines, teams and individuals
- An examination of recommended metrics that show where hybrid and remote work is most effective
Integrated Medical & Psychology Models For The Seriously Mentally Ill Population
Stuart Buttlaire, Ph.D.
Stuart Buttlaire brings over 35 years of clinical, management, and leadership experience to OPEN MINDS as an Advisory Board Member. Dr. Buttlaire has experience in both the public and private sectors of healthcare providing leadership and direction in healthcare delivery.
In addition to his work with OPEN MINDS, Dr. Buttlaire is the Regional Director of Behavioral Health and Addiction Medicine for Kaiser Permanente. In this role Dr. Buttlaire, designs and oversees a broad continuum of services and programs for both inpatient, ambulatory, and emergency settings for mental health and addiction medicine. Dr. Buttlaire is also the Regional Director of Inpatient Psychiatry and Continuing Care at Kaiser Permanente and the lead Mental Health Representative within Kaiser Permanente’s State Program Initiatives including Medicaid and Medicare.
Additionally, Dr. Buttlaire is a regional leader in the development of Best Practices at Kaiser Permanente. Dr. Buttlaire has developed and led major program redesigns including Integrated Urgent Services for adults and youth with mental health and substance use disorders, Kaiser Permanente Post-Acute Center (SNF) Behavioral Health Program, mental health and emergency room consultation and suicide prevention, multi-family groups for adults and teens in treatment of severe psychiatric conditions, and intensive outpatient treatment programs for adults and youths. Recently, Dr. Buttlaire implemented a mobile application for eating-disordered patients that won Kaiser’s Innovation Award. Dr. Buttlaire also developed and implemented two psychiatric inpatient units at Kaiser Permanente, one of them is a medical/psychiatric unit to treat those members with both medical and psychiatric co-morbidities and the other, a free-standing psychiatric health facility.
Additionally, Dr. Buttlaire often provides expertise and consultation on state and federal legislation and its impact on behavioral health within Kaiser Permanente, the State of California, and nationally. Dr. Buttlaire is currently the Board President of the Institute for Behavioral Health Improvement. He was selected to the American Hospital Association Regional Policy Board for Western Section after serving as AHA’s Chair of Behavioral Health and Substance Abuse section. He is currently on the Board of Directors of NAMI California, and the California Hospital Association’s Advisory Board of Behavioral Health.
Dr. Buttlaire is a graduate from the University of California, Irvine’s Paul Merage School of Business with a Master of Business Administration with a concentration in Health Care Management, Finance, and Marketing. Dr. Buttlaire also graduated from the California Institute of Integral Studies with a Ph.D. in Clinical Psychology. Additionally, Dr. Buttlaire holds a Master of Arts in Counseling Psychology from California State University, Humboldt, and a Bachelor of Arts in Psychology and Political Science from the University of Colorado.
Building Your Technology Team For The Future
Staffing the right tech team to support strategic business goals and infrastructure is emerging as a complex issue for many executives. In this dynamic session, our panel of industry experts will offer a holistic understanding of the challenges and opportunities in tech staffing. Attendees will gain perspective on ensuring that tech teams are not only aligned with current organizational strategy but are also equipped to thrive in the future landscape of technology and business intelligence.
- Understand the impact of adopting business intelligence strategies to reshape your approach to hiring and structuring your tech team.
- Explore the changing roles of nonprofit IT and strategies for optimizing your technology staffing.
- Uncover the secrets to successful recruitment, hiring, and retention of business technology staff for the 21st century
Kristen Daugherty, LCSW-S, LISW-S, MBA
Kristi Daugherty, CEO for Emergence Health Network, has over twenty years of experience in the behavioral health arena. As chief executive officer for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.
During her tenure as CEO, Ms. Daugherty spearheaded several key initiatives that have significantly increased scope of services offered to the El Paso community. As a result of her leadership, jail-based mental health services are now offered to justice involved patients and crisis intervention teams now partner especially trained police officers with behavioral health clinicians during crisis response.
During this time, Emergence Health Network added key components the system of care such as extended observation unit services and Multi-Systemic Therapy for at-risk adolescents and their families. Ms. Daugherty also orchestrated operational turnaround resulting in significantly improved financial indicators, enhanced quality measures and an emphasis on patient data analytics to improve overall health. These efforts resulted in Emergence Health Network receiving Joint Commission accreditation– a distinction held by only a handful of community centers in the State of Texas. Most recently, EHN also achieved Certified Community Behavioral Health Center (CCBHC) designation, which will help the organization focus on addressing social determinants of health with a behavioral health focus.
Ms. Daugherty has led efforts to form critical community collaborations that have resulted in expanding access points to behavioral health services and expansion of services. Outside the area of crisis services, EHN has developed services in local school districts to include school-based clinics. A strong partnership with the local housing authority has resulted in work on a therapeutic community for individuals that have mental illness and are at risk of homelessness.
As El Paso has recently faced several challenges directly impacting community mental health, and Ms. Daugherty has ensured that EHN has led in crisis behavioral health response. In the aftermath of the August 3rd Walmart shooting, EHN provided a myriad of supports and services to victims, families and the entire community. Similarly, Emergence Health Network’s response to the COVID-19 pandemic has resulted in a strong emphasis on mental health supports.
Ms. Daugherty is a Licensed Clinical Social Work Supervisor in the State of Texas and a Licensed Independent Social Work Supervisor in the State of New Mexico. She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.
Carlos Ortiz, MBA, MAcc
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 as 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.
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.
Stay Ahead: 2024 Payer Insights & Trends Uncovered
Explore the landscape of 2024’s health care trends with executives from leading health plans. This session is designed to help providers “think like a payer” and get ahead of the competition with an inside look at what’s new and on the horizon for health plans. Attendees will gain insights into developing strong payer/provider relationships, plus strategies for negotiating better rates and getting more referrals.
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.
Leveraging AI To Advance Clinical Decision-Making
When employed strategically, emerging technologies have the potential to advance clinical understanding, diagnostic precision, evidence-based treatment fidelity, and specificity of appropriate interventions. Access to substantial and relevant datasets, advancements in analytics and data processing, along with the integration of AI components such as natural language processing (NLP), are starting to elevate the caliber and comprehensiveness of treatment development.
During this session, our industry leaders will explore innovative technologies aimed at enhancing clinical outcomes, and discuss how the continued refinement of such tools may potentially reshape the landscape of care delivery in the years to come.
- Explore promising new technologies and digital tools impacting clinical desicion-making
- Hear from the first-hand experience of providers who have advanced their clinical outcomes through innovative uses of technology
- Learn strategies for overcoming common implementation challenges of new technologies
CEO Technology To-Do List: What To Accomplish Between Now & Next Year’s Summit
The summit is over, but now what? This session will offer concrete next steps that attendees can take back to their organization to best evaluate, strategize, and implement improvements to their technology infrastructure and data/reporting processes.
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 as 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.
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.
Executive Networking Reception
End your day by unwinding in the exhibit hall for some fun! Refreshments and cocktails will be served.
Executive Networking Breakfast
Join us for a hot breakfast and coffee in the exhibit hall to start your day! There’s still time to visit with our exhibitors and get scanned to be entered into the raffle drawing.
The Innovation Revolution — Embracing Artificial Intelligence, Interconnectivity & Innovation Culture
Innovation in specialty health care requires a fresh perspective and a deeper understanding of people to design meaningful solutions. In this plenary session, examine strategies for creating interconnectivity between your organization’s operations, services, and communities served. Attendees will examine the “big picture” of programmatic research and design, the role of AI in growing organizations, and strategies for fostering a culture of innovation in 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 as 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.
Maximizing Your Bottom Line With Technology
One of the most frequently asked questions of the OPEN MINDS Team is about operational efficiency. How to increase the bottom line through improved workflow processes relative to referral management, appointment scheduling, authorization processes, documentation flow and timely billing completion.
The journey from referral request to the final step of claim submission involves multiple stages, each susceptible to errors and potential oversights. The intricacies of this process emphasize the need for a comprehensive approach to operational efficiency.
This session will focus on strategies for improving data driven management skills and operational efficiency while avoiding staff and clinician burnout along the way.
Key takeaways include:
- Exploration of varied uses of data to improve organizational efficiency
- Strategies for bridging the gap between operational, clinical and financial data
- An examination of the most important metrics to improve operational performance
Thought Leader Discussion
Join our keynote and take this time to ask your own questions and continue the conversation.
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 as 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.
Tech & Talent – Technology’s Role In Staff Recruitment & Retention
Much has been discussed around the sea change that has occurred around both staff recruitment and retention in the health field. The persistent challenge of securing and retaining direct service providers, licensed clinical staff, and various clinical service professionals remains a paramount concern for healthcare delivery organizations at all levels.
To address this critical issue and enhance staff retention, healthcare has shifted its focus towards prioritizing the staff experience with technology. This shift aims not only to retain staff but also to elevate their work experience, fostering a more fulfilling environment for those delivering care. The key question now is “how does technology contribute to the staff retention process, and how can we further advance the user experience to push the boundaries of innovation?”
Attendees will:
- Explore innovative technologies that aim to improve the staff user experience
- Examine implementation models for these types of software and technology solutions
- Learn how AI and other new technology will be helping with this process in the future.
Chief Executive Officer Lunch
If you’re the Chief Executive Officer or Executive Director of an OPEN MINDS member organization, join us for this private networking luncheon. This is an opportunity to share leadership experiences and solutions with your peers from across the nation. Our hosts for the luncheon are Monica E. Oss, Chief Executive Officer, and Kim Bond, Executive Vice President. (To register, contact Erin Deppen, Event Coordinator, at 717-334-1329 or edeppen@openminds.com.)
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.
Kim Bond, MS
Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.
Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.
Chief Technology Officer/Chief Information Officer Networking Lunch
Join us for this private luncheon for executive leaders of OPEN MINDS member organization – created for Chief Technology Officers and Chief Information Officers. The objective of this networking session is to provide opportunities for executive leaders from across the country to share solutions to the challenges in serving consumers with complex needs. Our host for the luncheon is Joe Naughton-Travers, Senior Associate and Carol Clayton, Senior Associate at OPEN MINDS. (To register, contact Erin Deppen, Event Coordinator, at 717-334-1329 or edeppen@openminds.com.)
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.
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 as 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.
Post Lunch Pick Me Up
Join us in the exhibit hall for a fun after-lunch snack break!
Beyond The Appointment: Innovations In RCM For Enhanced Client Experiences
In healthcare operations, revenue cycle management (RCM) begins before a prospective client’s first appointment. The seamless execution of processes such as registration, eligibility checking, and prior authorization plays a pivotal role in ensuring timely and accurate payment for services.
Therefore, the initial phases of RCM emerge as a prime opportunity to leverage technology tools, simplify the experience for clients and enhance effectiveness for the organizational processes.
Employing technology at this critical juncture not only streamlines the intricate processes but also contributes to an overall improvement in customer satisfaction and operational efficiency.
Attendees will:
- Examine case studies that have been successful in reducing claims errors that are associated with the initial stages of the RCM.
- Explore the various stages of RCM and technology tools to support each
- Understand the importance of managing the initial phase of the RCM in data analytics and process improvement.
Raffle Prize Drawing
Join us for our much anticipated event in the exhibit hall to see if you’ve won any of the great prizes provided by our sponsors! Be sure to be scanned by as many exhibitors as you to be entered to win. More scans = more entries in the drawing. (Must be present to win!)
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.
Precision & Purpose — Embracing Future Of Healthcare Technology
Reflect and examine the insights gained at The 2024 OPEN MINDS Technology & Analytics Institute during this insightful analysis of digital innovation and tech strategy session with Monica E. Oss. In this session Ms. Oss will distill the key takeaways and empower your organization with the digital strategies essential to fortify the bottom line, boost productivity, and seamlessly deliver hybrid care.
Reflect, synthesize, and strategize alongside your executive peers who share your commitment to navigating the future of healthcare technology with precision and purpose.
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.