Institute Agenda


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Day One Tuesday November 7
Day Two Wednesday November 8
7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your follow attendees, talk to our sponsors, and prepare for the day ahead.


8:30 am - 9:00 am

Welcoming & Opening Remarks

Opening

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

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9:00 am - 10:00 am

Remaking Health Care With Wearable Technology & Digital Health - A View To The Future

Plenary Address

Digital tools and data analysis have already transformed the way health is monitored, diagnosed, predicted, and improved. But 'wearable technologies' are adding to the potential of digital tools (and the disruption from digital tools) in health care service delivery. While wearables are often thought of as luxury lifestyle products, they are increasingly seen as critical tools for helping sufferers of chronic illnesses. In his opening keynote, Andrew Wright, Otsuka's Vice President, Digital Medicine, will provide an update on the current wearable technologies landscape - and their potential to 'reinvent' the delivery of health services. He will also discuss his work with Otsuka in developing digital patient solutions at Otsuka - and the increasing synergy between new pharmaceutical developments and digital health.

Andrew Wright

Vice President, Digital Medicine, OTSUKA America Pharmaceutical, Inc.

As Vice President of Digital Medicines, at Otsuka America Pharmaceutical, Inc. (OAPI) I am responsible for leading the commercialization of wearable computing and digital products. Our goal is to enable improved patient medication adherence and better-informed physician decision-making to tailor treatment to the patient’s needs. I have more than 25 years of U.S. and Global experience in commercial leadership roles in the pharmaceutical industry.

Earlier, I worked at Novartis as Head, HCP Digital/Multi-Channel Marketing, Global Commercialization, and was responsible for identifying and developing digital and multi-channel solutions that enhanced customer engagement. Prior to that, as Executive Director, Insights & Innovation, I led and developed a team responsible for customer/brand insights and innovation across the U.S. pharmaceutical business.

I also held senior marketing and sales roles for in-line and launch brands at Novartis, producing consistently strong results. At Pharmacia, I led the launch of a major product in 11 markets across Europe.

My Bachelor of Science degree is in Business Administration from Crewe and Alsager College.

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10:15 am - 11:30 am

Moving From Big Data To Smart Data: How To Integrate Clinical & Financial Data To Manage Performance

Breakout Session

As we see the shift in our marketplace from fee-for-service (FFS) reimbursement models to more pay-for-performance (P4P), executives are responsible for making sure that their organization can meet the demands of the new payment models. In this environment, executives need to understand how to combine fiscal data systems with clinical performance management systems. The ability to combine account revenue, costs, and service-level performance into actionable data, allows executives to position their organization for value-based contracts. In this session, Joseph Naughton-Travers, Senior Associate with OPEN MINDS, will discuss how to leverage data from both clinical and financial systems to drive concrete, timely quality improvements to manage performance.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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Minky Kernacs

Enterprise Architect, Philadelphia Department of Behavioral Health and Intellectual disAbility Services

Minky Kernacs, founder of Mediato technologies, is currently working with the City of Philadelphia’s Department of Behavioral Health and Intellectual disAbilities Services as the Enterprise Data Architect. With over 20 years’ experience across many industries, she leverages her experience and passion for designing, developing, and implementing enterprise level Data Warehouse, Master Data Management, and Business Intelligence solutions that meet and exceed the strategic business objectives.

She is focusing on data restructuring to create a 360 view of Service Recipients, Services, and Providers for the department with the implementation of an integrated data warehouse and MDM solution and establishing a data governance organization across several business units. This solution will allow DBHIDS to holistically target the specific needs of service recipients, help clinicians develop more robust service offerings, and partner more effectively with service providers to improve performance; thereby positively impacting population health, identifying opportunities to streamline services and finanaces, discover areas for improvement, and effectively managing and improving provider agency partnerships.

Prior to DBHIDS, she was the MDM consultant at Performance Food Group for Mediato technologies where she designed the platform to integrate all systems within a 9 month period. She was also the Director of Enterprise Solution Architecture at JDA Software where she was responsible for integrating 5 individual lines-of-business into a single environment; and Technical & Business Intelligence Consultant at Lumension Security where she developed the Security Intelligence solution which is used at many fortune 100 and government clients’ sites. Ms. Kernacs attended University of Akron’s Global Institute and Kent State University’s Management and Information Systems.

Ms. Kernacs is driven to design and deliver user-friendly and user-focused solutions to meet the needs of clients and deliver what they value most: Accuracy, Efficiency, Ease of use, Dependability.

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Kate Sanders

Quality Outcomes & Data Manager, Porter-Starke Services

Kate Sanders, MA, is the Quality Outcomes and Data Manager for Porter-Starke Services in Valparaiso, Indiana. After conducting research for six years in cognitive psychology labs, Ms. Sanders started studying people in the wild while in marketing and development. Her experience with collecting, analyzing, and sharing data in understandable and actionable ways led her to the field of data management at Porter-Starke Services. She gathers data and communicates information across the organization, to help create changes to current processes and to write successful grant applications.

Ms. Sanders continues to learn strategic planning and project management as part of her volunteer experience, and supports the sciences by running Science Olympiad events each year for young students. She has a Master of Arts in Psychology from the University of Illinois that followed Bachelor’s degrees in Cognitive Science and English from Indiana University.

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Telehealth Best Practices: How To Build A Successful, Sustainable Program

Breakout Session

Rapid consumer access to treatment services is a big part of consumer satisfaction and consumer engagement. Both are essential to attracting consumers to a health plan or provider organization – and to assuring great care coordination. For behavioral health in particular, consumer access is a challenging issue. Shortages of psychiatrists, scheduling systems, and geographic distance between consumers and health care facilities are just a few of the specific issues that make rapid access to mental health services challenging. New tech platforms and tech-related practices have emerged to improve consumer access and improve outcomes. In this session, we will review the key components to building a successful telehealth program and hear from a panel of provider organization executives that have implemented successful telehealth programs.

Matthew Chamberlain

Senior Associate, OPEN MINDS

Matt Chamberlain has 14 years of experience in healthcare information technology and brings an extensive background in electronic health record (EHR) solutions architecture and software engineering to the OPEN MINDS team. His expertise is focused on driving operational efficiency through business process analysis, organizational requirement definition, and technology procurement.

Prior to joining OPEN MINDS, Mr. Chamberlain served as Software Sales Manager for Askesis in Pittsburgh, Pennsylvania where he was responsible for the management of EHR software solutions sales in the behavioral health, addiction, and social service market. During his time with the Askesis, he was promoted to management in order to assist in the continued growth of the sales division. Mr. Chamberlain also developed national sales strategies, initiatives, and provided market analysis.

Before his role in Pittsburgh, Mr. Chamberlain was the Solutions Architect for Metrocare Services in Dallas, Texas. In that role, he managed the IT Department and staff for all software related activities. While at Metrocare, Mr. Chamberlain implemented new reporting solution, MS SQL Reporting Services, for high-level management reports, lead a conversion project of MS Access into SQL Server/EMR to ensure all programs were integrated in the same system, and was in charge of the EHR training process.

Mr. Chamberlain also served as a Software Engineer and Technical Lead at HP Enterprise Services, a strategic business unit providing global business and technology services. He was responsible for a team of 3 Software Engineers and 1 Business Analyst, in areas of State Medicaid System projects, which include; RFP response creation, needs assessment, design, development, implementation, and support.

A valued member in the behavioral health community, Mr. Chamberlain has served on the board of Mental Health Association (MHA) of Texas.

Mr. Chamberlain received his Bachelors of Science in Business Computer Information Systems from the University of North Texas. Additionally, Mr. Chamberlain holds expertise in technologies including: .NET, SQL Server, Oracle, Crystal, and web integration.

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Lori Schmidt

Director of Behavioral Health, Health Partners

Lori Schmidt has over 20 years of experience in the healthcare and nonprofit industry with an emphasis on mental health and chemical dependency for underserved populations. Ms. Schmidt is currently the Director of Behavioral Health Services at HealthPartners. In this role, she plans, implements and evaluates innovative and improved clinical care models, workflows, and operations across the organization.

Prior to her current role, Ms. Schmidt was the Executive Director at Central Minnesota Mental Health Center where she led a multi-site behavioral healthcare delivery system with over 300 employees and a $20 million annual budget. While serving as the Executive Director, she was responsible for developing and executing a strategic plan that resulted in a 33% growth in the annual budget. Initiatives implemented as result of the executed strategic plan included adding a pharmacy for integrative care, developing telepsychiatry services, and implementing a new electronic health record system. As a result, Ms. Schmidt was awarded the 2014 Minnesota DHS Commissioner Circle of Excellence Award for innovative program development and implementation.

Previously, Ms. Schmidt served as the Supervisor of Social Services for Wright County based in Buffalo, Minnesota, where she managed mental health services for the residents of Wright County. As part of her role, she coordinated with public health and mental health services across the county; represented organization on various county and community committees, task forces, and planning groups including the Mental Health Advisory Council Local Advisory Council (LAC) and in implementing the county’s SAMHSA (Substance Abuse and Mental Health Services Administration) grant. While serving in this role she was awarded the Johnson & Johnson Dartmouth Award for Individual Placement and Support.

Ms. Schmidt also worked for 13 years as a Senior Social Worker for Hennepin County in Minneapolis, Minnesota, where she worked in various areas of the organization providing legal services, case management, adult services and child crisis interventions. While working in adult services, Ms. Schmidt held an impressive 90% success rate representing clients for Social Security benefits before the administrative law judge and collecting over $1 million for Hennepin County in 1995.

Ms. Schmidt received her Juris Doctorate from William Mitchell College of Law and a Bachelor of Arts in Psychology from Adolphus College. Additionally, she has been a member of the Minnesota State Bar since 2001.

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Michele Kelly-Thompson

Director of Clinical Services, Human Services Center

Michele Kelly-Thompson, MA has been employed by the Human Services Center since 1987 and has served in a variety of clinical/managerial roles including Director of Outpatient Services and Director of Children’s Services. She has served as the Director of Clinical Services since July, 2004. She has previous experience working on inpatient psychiatric units as well as a state correctional setting. She completed both a Bachelor of Arts and Master of Arts in Clinical Psychology from Edinboro University.

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Connecting The Dots From Data To Value

Knowledge Partner

Sponsored by Core Solutions, Inc.

Data environments throughout the healthcare landscape are growing exponentially, evolving even before effective data collection strategies can be put in place. With new regulations and requirements mandated every year, healthcare organizations are challenged with developing data collection and evaluation processes that can be standardized not only across departments, but entire organizations. However, in this ever-changing healthcare climate, it is simply not enough for organizations to collect data for the sake of collecting data. In an industry that demands higher quality of care, improved outcomes and lower costs, knowledge sharing is truly the most powerful asset that we can use to bridge the gap between the data we collect and the value that it holds to those who can learn and benefit from it.

During this session, attendees will:

  • Learn the importance of embracing innovation and technology as they pertain to the use of data collection and knowledge sharing.
  • Gain an understanding of the “Internet of Things” (IoT) and its role in collecting and deciphering automated data.
  • Review several clinical tools that can be used to build and demonstrate data value.
  • Develop an understanding of what it means to communicate with data and the importance of data visualization in storytelling.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Ravi Ganesan

President & CEO, Core Solutions, Inc.

Ravi Ganesan started Core Solutions nearly a decade ago.  He began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.
Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

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10:15 am - 11:00 am

SmartCare - A Complete Web-Based Platform For The Health & Human Services Market

Technology Demonstration

Sponsored by Streamline Healthcare Solutions, LLC

Streamline creates meaningful technology that enhances and transforms our customer's businesses, while improving the quality of care for all stakeholders. Join us for an overview and learn how, SmartCare, our Meaningful Use Stage 2 certified EHR, can benefit your organization.

Key takeaways:

  • Flexibility to adapt to specific state reporting requirements
  • Complete outpatient, inpatient, residential and intensive outpatient services clinical record
  • Complete medical billing system for both Medicaid and commercial plans
  • Integrated e-prescribing
  • Integrated order entry and electronic medication administration record
  • Integrated point of service and batch scanning
  • Integrated primary care functionality including E&M coding for both psychiatric and medical services
  • Managed care functionality for the coordination and payment of services for outside providers

Javed Husain

Co-CEO, Streamline Healthcare Solutions, LLC

Javed Husain is a co-founder of Streamline Healthcare Solutions, LLC. Javed has over 25 years of experience in software design and development. Javed was also one of the founders of Askesis Development Group Inc. At Askesis, Javed led the development of multiple software products for the behavioral healthcare market. Javed started his career working with consulting firms in the Chicago area. Javed has a Bachelor of Technology in Production Engineering and Management from National Institute of Technology, India and a Master of Science in Industrial and Systems Engineering from University of Florida.

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Kevin Sullivan

Director, Client Solutions, Streamline Healthcare Solutions, LLC

Kevin joins Streamline with over 25 years of healthcare experience. He worked in direct client care positions in both mental health and substance use, as well as inpatient and outpatient settings. For the latter part of the 1990’s, Kevin managed the admissions department at the Betty Ford Center. Beginning in 2000, Kevin’s focus shifted from direct client care to working more behind the scenes on the technical side of behavioral healthcare systems; supporting the systems that enable clinicians and support staff to do their work more efficiently. Kevin continued working with healthcare software, implementing solutions for small agencies all the way up to large county applications. Kevin holds a Bachelor of Arts in Psychology and Master’s Degree in Computer Science.

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11:45 am - 1:00 pm

Technology & Reporting Requirements For Population Health Management: Preparing For Value-Based Reimbursement

Breakout Session

One of the major expenses in moving from pay-for-volume to value-based reimbursement is information management and related technology. What specific competencies in this area are essential for success? The capacity to aggregate and report both clinical and financial information on a real-time basis and the ability to automate the many population health management processes – from consumer inquiries to payment reconciliation. In this session, we will review the essential tech competencies provider organizations need to be successful with population health management and hear from executives of organizations with experience in using information to optimize success in value-based reimbursement arrangements.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Richard T. Smith

Vice President for Information Technology, Elwyn

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Christine Raftovich

Director of Strategic Applications, Elwyn, Neuman University

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Technology Innovations & Payer Expectations: A Town Hall Discussion

Breakout Session

As our health care system shifts towards a more coordinated, value-based system of care, there are a lot of questions about the role of technology, and what tech functions service provider organizations need to move beyond fee-for-service (FFS). This evolution, combined with an increasing reliance on technology for everything from operation to service delivery, means that it is more important than ever for service provider organizations to understand payer expectations – and market influences. In this session, our panel will discuss what payers want when it comes to using technology, and how provider organizations can adapt to improve their market positioning.

Sharon Hicks

Senior Associate, OPEN MINDS

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.

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Paul Duck

Vice President, Strategy Development, Beacon Health Options

Mr. Duck is a senior healthcare executive with over 25 years of experience in behavioral healthcare and has developed a deep understanding of the transformational changes taking place in the healthcare market. He currently serves as Vice President of Strategy and Development for Beacon Health Options – the nation’s largest specialty behavioral managed care company. Prior to joining Beacon, Paul was the Vice President of Business Development for Netsmart.

He is the past Chairman of the Board of Centerstone of Florida where he directed the affiliation and merger of Manatee Glens with the largest community mental health company in the United States, Centerstone of America.

He has previous senior executive experience serving as the CEO of a large outpatient radiology company in central Florida where he and the company were awarded by INC magazine as one of America’s fastest growing companies. In addition, he served as CEO of one of the largest orthopedic and ambulatory surgery center company’s in Florida where he was responsible for a massive turnaround.

Mr. Duck is known for his strong passion for our industry and is also renowned as a thought-leader to state and national audiences.

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Rose Julius, DO MPH

Deputy Chief Medical Officer, CBH

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Matt Hall

VP Business Systems and Technology, Magellan Healthcare

Matt Hall is Vice President Business Systems and Technology on Magellan Health’s Public Markets team. In that role he oversees technology initiatives for Magellan’s Public Market business. Primary objectives of his role include overseeing the application portfolio from a business perspective, and working to align technology projects to business goals.
Mr. Hall served a number of years in a technology oversight role for behavioral health services Magellan provided in Maricopa County Arizona. In that positon he led integration efforts between the Magellan Regional Behavioral Health Authority and the county integrated health system by jointly developing a private HIE between their platforms to support health home initiatives.
Mr. Hall brings many years of information technology experience to the role. He served as head of IT and information security for a pharmaceutical manufacturer, as well as CTO for a SaaS company providing CRM services to the financial industry. Matt also led IT for a national publically traded hospice organization, where he built an internet based application to serve all hospice needs.
Mr. Hall graduated with a Bachelor of Science in Business with a focus on Computer Information Systems, from Arizona State University. He also served on the Professional Advisory Board at Argosy University where he helped develop a Bachelor of Science Degree in Information Technology for the online university.

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Billing For Behavioral Health: Top Five Issues Facing Agencies In 2018

Knowledge Partner

Sponsored by The Echo Group

Do you know the difference between "Pay for Performance" versus "Pay for Reporting"? What about “Prospective Payment” versus “Capitation”?

2018 brings changes and challenges to behavioral health billing, many of which involve understanding how specific reimbursement methodologies based not only on the services provided, but also the related clinical outcomes

Most of which will affect your ability to be reimbursed for services rendered and the care you provide.

Echo Senior Knowledge Engineer Suki Norris, will review her list of the top reimbursement issues coming in 2018 and identify the relevance of each for specific types of behavioral health organizations.

Learning Objectives:

  • Identify and define the changes
  • Prioritize the changes by relevance to organizations
  • Defining and capturing quality measures
  • Understand how claims data and clinical data is used to determine the quality of the services provided.

Suki Norris

Senior Knowledge Engineer, The Echo Group

Suki Norris has more than 35 years of experience in healthcare including healthcare law, managed care and behavioral health. Suki has extensive experience with Medicaid waivers, meaningful use, and the Excellence in Mental Health Act. She has worked extensively in data analysis, including analysis of big data in support of clients and ongoing research. Her knowledge of behavioral health law has been sought by customers across the country as they address specific needs such as electronic health record (HIE) implementation and the challenges of HIE.

Suki received her Bachelor's Degree in economics from Mills College and her Juris Doctor degree from Golden Gate University.

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Jim Gargiulo

Senior Associate, OPEN MINDS

Jim Gargiulo has more than 35 years of experience in the health and human services field. Mr. Gargiulo brings a strong background in information technology to OPEN MINDS customers. He has extensive background as both a developer of technology and an end user.

Prior to joining OPEN MINDS, Mr. Gargiulo was an Executive Vice President at Netsmart Technologies Corporation, the largest provider of technology in the health and human services and integrated care space. In that role, he was responsible for the alignment of Netsmart solutions with its more than 1,500 client organizations. In this role he created, managed, and led a team of 50 associates across the country, helped integrate account teams from acquired companies, and represented the company as an industry expert on clinical workflow, revenue management, implementation strategy, medication management, and meaningful use.

Mr. Gargiulo joined Netsmart at its earliest stages of growth and held various positions during his more than 30 year tenure with the company. These positions included leadership roles in project management, solution consulting, product management, and business development. He was on the team that helped define company’s first EMR solutions and lead some of the company’s largest public sector implementations of the EMR solution – including onboarding of 35 different state agencies with the Netsmart. He also represented Netsmart in its early data standards initiatives with National Institute of Mental Health (NIMH), and led its Y2k conversion efforts. During his tenure with Netsmart, the company grew by more than 3,000% over 15 years.

Before working with Netsmart, Mr. Gargiulo was the Mental Health & MIS Director for the Delaware County Government. In this role, he deployed contract management and billing systems for the 50+ private non-profit agencies under contract with the County Department of Human Services. He has also held previous positions with the Veterans Administration and Resources for Human Development, conducting research on brain injury and the incidence and prevalence of mental illness in Pennsylvania. Mr. Gargiulo started his career as a residential counselor for children and adolescents with special needs at Elwyn.

As an involved community member, Mr. Gargiulo has participated in a number of industry governing boards. He served as an Executive Board Member for the Software and Technology Vendor Association (SATVA) and as a member of the Substance Abuse and Mental Health Services Administration’s (SAMHSA) 2000 Data Standards Decision Support Committee.

Mr. Gargiulo received his Bachelor of Arts degree in psychology from the University of Pennsylvania and his Master of Science in research and evaluation from Drexel University (formerly the Hahnemann Medical College).

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11:45 am - 12:30 pm

An EHR For The Future: A Valant Demo

Technology Demonstration

The smarter the technology, the simpler it is to use. You see this in every piece of software you use on a day-to-day basis, with the exception of your EHR. This brief demo will cover the foundation of Valant EHR technology and how it’s different from what you’re using today. We’ll dive a bit into the interface to show how this underlying technology creates incredibly easy, straightforward workflows and reporting that takes very little training. We hope you’ll join us in this talk about how complex modern technology enables an intuitive EHR.

Brian Gann

Enterprise Account Executive, Valant

Brian Gann has been on the Valant team for over five years, and is an expert in connecting behavioral health administrators with usable and sustainable technology. He is a technical expert who can explain complex functions in relatable language. Brian graduated from the University of Washington with a degree in history before changing course to work in healthcare and technology.

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Heather Green

Director of Business Development, Valant

Few have deeper knowledge of EHR technology than Heather Green. An EHR industry lifer, Heather dove into her career 20 years ago doing Quality Assurance, and has expanded her knowledge through engineering of flagship products, advocating for clients across the Northeast, and now as the Director of Business Development at Valant. Heather’s expertise in all aspects of EHRs is immediately obvious, as is her passion for building true partnerships between clients and their software.

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking


1:00 pm - 2:15 pm

Leveraging Technology For Better Interoperability: Harnessing The Power Of FHIR & Blockchain

Invitation-Only Lunch

Sponsored by ODH, Inc.

How to effectively and efficiently exchange information is a key competency for future success for most health and human service organizations. But, there are many impediments to developing technology infrastructure that supports data exchange and management of value-based care.

In this luncheon briefing, we’ll look at how two developments – the evolution of Fast Health Interoperability Resource (FHIR) and of the blockchain – will play a role in defining effective health information exchange in the future. The session will provide some context of how FHIR and blockchain are currently being used – and give examples of future roles in health information exchange (HIE).

Participating executives will also have the opportunity to engage in a discussion session on the state-of-the-art in HIE, the shifting market environment, and hands-on examples of working with these new technologies. This session features industry insights from Michael Jarjour, Chief Executive Officer at ODH, Inc.; Adam Johnson, Executive Technology and Product Development at ODH, Inc.; Daniel J. Paolini, Chief Information Officer at DBHIDS, John Falsetti, Director of IT at Maryville Academy and Rakesh Mathew, MS, MBA, CPHIMS, Program Manager, HealthShare Exchange.

Adam Johnson

Executive, Technology and Product Development, ODH, Inc.

Adam Johnson is the executive, technology and product development for ODH, Inc., a health technology company providing data aggregation and analytics solutions that enable the delivery of integrated health care. He is responsible for driving multiple architecture engagements for ODH clients, achieving cost, capital and revenue goals, and guiding digital development.

A strategic technology and business architect leader, Johnson has more than 20 years of experience in enterprise architecture, application development and IT operations management in fields ranging from life sciences to telecommunications. He also has a wide range of expertise in business strategy, design and planning, innovative business models, digital health, organizational design and process re-engineering.

Prior to ODH, Johnson held various leadership positions, including the global enterprise architect and innovation lead for SAP, the senior enterprise architect for Merck & Co., Inc., the senior enterprise architect for NRG Energy, Inc., and the IT director and lead data architect for Biovail Corporation. With deep experience in developing enterprise-level strategic roadmaps or products across the lifecycle, he holds multiple certifications, including SAP Enterprise Architect, Project Management Professional (PMP) and TOGAF Enterprise Architecture.

Johnson earned his bachelor’s degree in computer science at Navy College Program for Afloat College Education.

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Michael Jarjour

Chief Executive Officer, ODH, Inc.

Michael Jarjour is president and CEO of ODH, Inc., a health technology company providing data aggregation and analytics solutions that enable the delivery of integrated health care. He oversees ODH’s overall operations and drives strategy for its flagship product, Mentrics, a clinically-focused technology platform that integrates social determinants, behavioral, physical, pharmacy and other health data into actionable insights for the health industry. With more than 20 years of experience in pharmaceutical and healthcare technology, Michael has a proven track record of growing businesses, maximizing revenues and building highly motivated, effective management teams on a global scale.

An entrepreneur, investor and advisor, Michael’s extensive experience leading healthcare and technology companies to significant growth makes him the ideal executive for ODH. His leadership, strategic and operational strengths for steering companies toward greater profitability have been recognized by his employers, peers and analysts.

Prior to leading ODH, Michael served as vice president, global commercialization and portfolio management at Otsuka Pharmaceutical and led the company’s global digital strategy. Before that, as president and CEO of Kinematik, he successfully grew the R&D software company. Throughout his career, he has held key leadership positions at Bristol-Myers, Pharmacia/Pfizer, Warner-Lambert/Pfizer and Wyeth with particular focus on executive management, marketing, operations, strategy and business development.

Michael’s expertise includes pharmaceutical and managed care sales, product marketing – from discovery to launch to generics - portfolio management, business development and therapeutic area leadership.

His strong entrepreneurial spirit stems from the first company he co-founded, Logonhealth Corporation, a provider of wireless handheld and web-based prescription solutions for physicians, pharmacists and patients, which was rated “best in class” by McKinsey & Co.

Michael is also committed to serving the tech and healthcare community. He is a venture partner and advisor at Mansa Capital, and previously served as CEO and board member of Pathonomics, a healthcare technology company developed at the University of Pennsylvania.

Michael earned his undergraduate degree in finance from Florida International University and his MBA from Rutgers University.

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Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

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Daniel J. Paolini

Chief Information Officer, DBHIDS

Daniel J. Paolini is the Chief Information Officer at DBHIDS. He is responsible for leading the data governance, information architecture and business intelligence efforts in support of the department, as well as coordinating information technology efforts department-wide. As the “Collaboration and Integration Officer” he leverages information technology to achieve DBHIDS objectives.

Previously, Paolini served as the Director of the Division of Enterprise Data Services within the New Jersey Office of Information Technology, where he established the state’s data architecture, data governance, enterprise data warehousing and self-service business intelligence units. He led significant data initiatives including the Recidivism and Crash Analysis data marts and the award-winning yourmoney.nj.gov and the NJ Big Data Alliance efforts. Paolini has also served several organizations as chief technology officer and co-founded and led the award-winning data management consulting and training firm, DataStar International.

Paolini is an information architecture thought leader in the areas of data management, information architecture, data integration, system development, technology operations, leadership and planning. He has presented talks and seminars at more than one hundred events in eight countries on three continents, including more than a dozen keynote talks. His leadership philosophy can be summarized as “Do the right things, for the right reasons, even when no one is looking and especially when others are telling you not to.”

Paolini is a member of the Data Management Association (DAMA) and has served on the DAMA International Foundation board. He has authored or edited four books, served four years as contributing editor for a monthly database magazine and authored an award-winning programmer’s toolkit. Among his many honors, Paolini received the 2013 DAMA International Government Achievement Award and the 2002 OMB Government without Boundaries Superior Leadership Award.

In his community, Paolini has served as an appointed municipal fire chief, as a zoning board member including multiple terms as chairman and as an elected fire commissioner. As a volunteer firefighter and emergency medical services technician he has been honored numerous times for service and heroism. He has served in leadership positions in volunteer organizations at the local, county and state levels.

Paolini is also an adult amateur, youth and high school soccer referee. He has performed as a keyboard and saxophone player as a member of popular local bands such as Windjammer, D*Luxe, Slo’Motion and Fatal Charm. He has been married to his wife Patricia since 1989 and has four wonderful children: Daniel, Kelsey, Marissa and Joseph.

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John Falsetti

Director of IT, Maryville Academy

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Rakesh Mathew, MS, MBA, CPHIMS

Program Manager, HealthShare Exchange

Rakesh brings to HSX a unique mix of public- and private-sector management consulting; operations, project, and program management; and implementation experience in healthcare — especially in health-information adoption and Meaningful Use. Prior to joining HSX, Rakesh worked as a Senior Project Manager (Consultant) for Horizon Blue Cross Blue Shield of New Jersey on their Payment Innovation Program that focused on making their local ACO/PCMH/EOC/P4P programs available for all BCBS members across the country. This was an enterprise-wide program to exchange data with other Blues and BCBSA using Direct. Prior to that, he had worked for the New Jersey Regional Extension Center (NJ-HITEC) and was instrumental in making the program the foremost REC program in the country. Rakesh has been involved in multiple start-up initiatives and has vast experience in managing complex projects with limited resources.

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2:30 pm - 3:45 pm

Information Exchange & Tech Innovation: How Technology Is Changing Case Management

Breakout Session

New technology and data analytics are remaking the traditional model of case management for supports for consumers with complex needs. To be competitive in the world of value-based care, provider organizations need tech-enabled care coordination functionality that supports data aggregation; case management; referrals; assessments; performance measures; and reporting. In this session we’ll discuss how technology and data analytics are shaping the world of care coordination and hear a case study from one organization that has launched a mobile, person-centered care technology platform as part of a Medicaid care coordination model for people with intellectual or developmental disabilities (I/DD) and behavioral health challenges.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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Luke Crabtree, JD, MBA

Chief Executive Officer, Project Transition

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Virginia Matthews, RN, BSN, MBA

Project Manager, MAXIMUS

Ms. Matthews has more than 30 years of experience in health care delivery both in clinical and administrative settings. Her experience includes:

  • Project Manager, MAXIMUS California Health Professionals Diversion Program
  • Hospital Administrator, CEO and COO
  • Assistant Vice President for Clinical Systems, West Region, for a psychiatric hospital company
  • Director of Clinical Systems for a major metropolitan Mental Health Hospital
  • Consultant to psychiatric and substance abuse facilities for hospital operations

Since joining MAXIMUS in 2007, Ms. Matthews has served as the Program Director for the California Diversion Project. Ms. Matthews brings to the Diversion Project a management perspective that is tempered with practical hands-on experience. As the Diversion Director she has continued to improve the processes and deliverables that support the Diversion Project, bringing the poorly performing project from an annual financial loss to successfully meeting target profitability. This position has provided Ms. Matthews the opportunity to testify twice in front of the California Senate Business, Professions and Economic Development Committee, speak to various California Licensing Boards, and testify in Federal Court in a major litigation.

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The Leader's Challenge: Leading The Technology Imperative In A Provider Organization

Breakout Session

Every day an exciting new tech development is announced – but with all the sizzle and promise surrounding these new developments, how do CIOs prioritize their technology investments? In this discussion session, we’ll cover the big challenge facing executives as they lead their organization on the path to a tech-driven future – including planning, budgeting, and implementation. OPEN MINDS Senior Associate Jim Gargiulo will review best practices in tech strategy and budgeting, and we’ll hear from executives about their experiences with technology planning.

Jim Gargiulo

Senior Associate, OPEN MINDS

Jim Gargiulo has more than 35 years of experience in the health and human services field. Mr. Gargiulo brings a strong background in information technology to OPEN MINDS customers. He has extensive background as both a developer of technology and an end user.

Prior to joining OPEN MINDS, Mr. Gargiulo was an Executive Vice President at Netsmart Technologies Corporation, the largest provider of technology in the health and human services and integrated care space. In that role, he was responsible for the alignment of Netsmart solutions with its more than 1,500 client organizations. In this role he created, managed, and led a team of 50 associates across the country, helped integrate account teams from acquired companies, and represented the company as an industry expert on clinical workflow, revenue management, implementation strategy, medication management, and meaningful use.

Mr. Gargiulo joined Netsmart at its earliest stages of growth and held various positions during his more than 30 year tenure with the company. These positions included leadership roles in project management, solution consulting, product management, and business development. He was on the team that helped define company’s first EMR solutions and lead some of the company’s largest public sector implementations of the EMR solution – including onboarding of 35 different state agencies with the Netsmart. He also represented Netsmart in its early data standards initiatives with National Institute of Mental Health (NIMH), and led its Y2k conversion efforts. During his tenure with Netsmart, the company grew by more than 3,000% over 15 years.

Before working with Netsmart, Mr. Gargiulo was the Mental Health & MIS Director for the Delaware County Government. In this role, he deployed contract management and billing systems for the 50+ private non-profit agencies under contract with the County Department of Human Services. He has also held previous positions with the Veterans Administration and Resources for Human Development, conducting research on brain injury and the incidence and prevalence of mental illness in Pennsylvania. Mr. Gargiulo started his career as a residential counselor for children and adolescents with special needs at Elwyn.

As an involved community member, Mr. Gargiulo has participated in a number of industry governing boards. He served as an Executive Board Member for the Software and Technology Vendor Association (SATVA) and as a member of the Substance Abuse and Mental Health Services Administration’s (SAMHSA) 2000 Data Standards Decision Support Committee.

Mr. Gargiulo received his Bachelor of Arts degree in psychology from the University of Pennsylvania and his Master of Science in research and evaluation from Drexel University (formerly the Hahnemann Medical College).

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David Speicher

CTO, Aspire-Indiana

Speicher has been with Aspire and its former subsidiary Archeon, a technology company specializing in electronic medical record software, for nearly 10 years and is taking on his new role after serving as Aspire’s Senior Director of Information Systems since 2015. He has been the driving force in transforming the organization into a national leader in the use of innovative health information systems and technology, including cloud based applications, high level security systems, and state-of-the-art mobile and collaboration tools. Last year David was awarded 2016 CTO of the Year Honoree for Non-profit organizations by the Indianapolis Business Journal.

Previously, Speicher worked in the pharmaceutical, biotech, and security industries for Johnson Controls. His work there included international projects in Brazil and South Korea and work at the Pentagon following 9/11. Speicher is a 2003 graduate of Purdue University.

https://www.ibj.com/articles/59945-cto-of-the-year-david-speicher

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John Falsetti

Director of IT, Maryville Academy

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Dyann Roth

CEO & President, Inglis

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Lea Frontino

VP, Information & Adapted Technology, Inglis

Lea is responsible for Inglis’ IT Department and the Adapted Technology Program.

In addition to overseeing IT and Adapted Tech, Lea has served as the Inglis project lead for several strategic initiatives. These include the Accessible PHR prototype, in collaboration with WGBH in Boston and The Children’s Hospital of Philadelphia, Inglis’ Community LIFE program readiness and Executive Sponsor for the Inglis House EMR implementation. Lea came to Inglis from The Children’s Hospital of Philadelphia, where she held progressively responsible roles, including Director of the Process Innovation Center, Clinical Documentation Standards Project Lead and Ambulatory Program Director. Prior to that, she was at Siemens Medical Systems. Lea’s background also includes acute care clinical nursing and nursing management roles.

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Big-Picture Approach: How To Tackle Value-Based Care—Winning Business & Improving Care Outcomes

Knowledge Partner

Sponsored by Relias Learning

Providers are juggling many operational changes and processes preparing for the transition to value-based care models. Staffing, training for staff, new workflow processes, and performance tracking are among a myriad of other prioritizations. But what is the best way to continuously improve care value and business outcomes? In this session, we will discuss the big-picture approach to driving value-based care in your organization while equipping your staff with the right tools and knowledge to succeed.
In this session, you will learn:
-Turning data into action and turning your online learning into business value
-A targeted approach to training to make the most out of staff time
-An example of how one provider improved care value through data-driven decision making

Carol Clayton, Ph.D.

Translational Neuroscientist, Relias Learning

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company.  CMT was acquired by Relias Learning in 2016.  Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.

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Megan Johnson

Chief Operating Officer, Carter’s Circle of Care, Inc.

Megan Johnson has worked in the mental health field for 18 years and has spent the past 7 years in a leadership role within community based mental health service organizations. In 2011, Megan was nominated and selected as a HIPO (High Potential Leadership Development Program) participant and successfully completed that year long program. In 2014, her staff nominated her for the 360 Leadership award within her national organization. She has led several teams of her staff through NC-CTP Learning Collaboratives in TF-CBT, SPARCS and will soon lead a team through CPT. Alongside the leadership team at Carter’s Circle of Care, Inc., Megan seeks to implement the “Triple Aim” approach, holding in balance a focus on cost, quality, and patient experience.

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Tom Friedman

Senior Product Manager, Payer and Community Health, Relias Learning

Tom has over 10 years of experience working within the healthcare payer landscape. He currently works as Senior Product Manager for Payers and Community Health while serving as an analytics expert on the North Carolina Health Information Exchange Advisory Board. Prior to joining Relias Learning, Tom served as Director of Policy, Planning, and Analysis at the State Health Plan of North Carolina where he oversaw the financial and strategic of the Plan which covers 700,000 members and over $3.5B in annually spending. In addition, Tom has significant Medicaid experience working on topics ranging from Dual demonstrations to Disproportionate Share Hospital payments.

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2:30 pm - 3:15 pm

Experience EchoVantage

Technology Demonstration

Echo is unveiling our most significant new application in a decade — EchoVantage.

EchoVantage, is our game-changing integrated, web-based clinical, billing, and administrative application. It’s the culmination of hundreds of hours of research, thousands of hours of work, and 36 years of experience.

Building on her morning session, Billing For Behavioral Health: Top Five Issues Facing Agencies In 2018, Echo’s Senior Knowledge Engineer Suki Norris will showcase EchoVantage’s enhanced workflow, ease of use, and lightning fast processing. All of which saves time, increases efficiency, and improves outcomes.

Suki Norris

Senior Knowledge Engineer, The Echo Group

Suki is celebrating 20 years with the Echo Group and has more than 35 years of experience in healthcare including healthcare law, managed care and behavioral health. Suki has extensive experience with Medicaid waivers, meaningful use, and the Excellence in Mental Health Act. She has worked extensively in data analysis, including analysis of big data in support of clients and ongoing research. Her knowledge of behavioral health law has been sought by customers across the country as they address specific needs such as electronic health record (HIE) implementation and the challenges of HIE.
Suki received her Bachelor's Degree in economics from Mills College and her Juris Doctor degree from Golden Gate University.

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4:00 pm - 5:00 pm

Future State: Evolving Care Models For Improving Population Health

Town Hall Discussion

Sponsored by Netsmart

New models for care management that promote integrated care coordination, such as accountable care organizations, certified community behavioral health clinics (CCBHC), and specialty medical homes are changing the value equation for provider organizations by shifting the financing risk for population health and consumer management to provider organizations. As this shift in care models moves forward, population health management tools have shifted from health plans to provider organizations that are looking for a competitive edge. In this important keynote session, OPEN MINDS Chief Executive Officer Monica E. Oss, Scott Green, Senior Vice President of CareGuidance at Netsmart, and Rachelle Glavin, Director, Clinical Operations at Missouri Coalition for Community Behavioral Health will discuss the strategic market challenges specialty organizations are facing and how this new landscape is forcing provider organization executives to shift their business model to gain the competitive advantage. This exciting keynote session will include case study presentations from executives who’ve successfully navigated the challenges of population health management in an integrated market and time for questions and discussions with our panel.

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

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Scott Green

Sr. Vice President, CareGuidance, Netsmart

Scott Green is senior vice president of Netsmart’s CareGuidanceTM Solution Suite.In this role, he works closely to create value-added solutions that enable clients to participate in emerging models of care. Green currently manages the teams charged with driving the company’s interoperability, population health, consumer engagement and analytics operations, as well as developing partnerships that bring new clinical content to clients. Mr. Green works closely with client partners to ensure the CareGuidance portfolio aligns to the evolving needs of Value Based Care.

Prior to joining Netsmart, Green held various roles with Pfizer Pharmaceuticals, including government relations, marketing and sales, and as part of the integrated delivery systems team. In the latter role, he worked with executive, quality and clinical leadership from the integrated delivery systems market to develop innovative medication adherence and quality programs that drove standardization in care and with the goal of improved outcomes.

Green holds a bachelor’s degree in industrial psychology from Kansas State University, and a graduate certificate in healthcare leadership from Park University. He says he makes every day matter by “striving to bring to life solutions that harvest the value our clients receive from the investment they make in technology.”

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Rachelle Glavin

Director of Clinical Operations, Missouri Coalition for Community Behavioral Health

Rachelle Glavin joined the Missouri Coalition for Community Behavioral Healthcare in April 2008, and serves as the Director of Clinical Operations. Rachelle began her work at the Coalition as the Disease Management Coordinator for the DMH Net Disease Management Initiative, one of the first integrated care initiatives between the state Medicaid authority, Department of Mental Health, and MO Coalition, which evolved into the Healthcare Home initiative in 2012. Rachelle also assisted in the development and implementation of the metabolic syndrome screening policy and Disease Management 3700 Project, which received the 2012 Governor's Pinnacle Award for Quality and Productivity. Rachelle continues to support the development of Healthcare Homes and integrated care in the community behavioral health setting in several areas including, technical assistance, program policy, training initiatives, evidence-based practices, health information technology, population health management, and clinical measures and outcomes.

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5:00 pm - 6:00 pm

Networking Reception In The Institute Exhibit Hall

Networking


7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


8:30 am - 9:30 am

Data Sharing To Enable Population Health Management

Plenary Address

Across all payers, there is a focus on increasing integrated models of care coordination across medical, behavioral, pharmacy, and social support systems for complex consumers. To do this, health plans and provider organizations need to utilize data to manage populations and identify the most effective interventions for consumers. In this session, Dr. James Schuster, Chief Medical Officer & Vice President, Behavioral Integration, Behavioral Health and Medicaid Services, UPMC Insurance Division, Community Care Behavioral Health Organization will discuss his organization’s innovative approach to population health in the public insurance markets and give examples of how Community Care’s is using data to identify and support consumers with the greatest needs. Dr. Schuster will also explore how this focus on metrics and outcomes affects the relationship between health plans and provider organizations and offer his perspective on the future population health management in the Medicaid and Medicare markets.

James Schuster, MD, MBA

Chief Medical Officer, Medicaid and Behavorial Services and VP, Behavioral Integration, UPMC Insurance Division, Community Care Behavioral Health Organization

James Schuster, MD, MBA is the VP of Behavioral Integration and the Chief Medical Officer for Behavioral and Medicaid Services for the UPMC Insurance Services Division.

In this role, Dr. Schuster has led development of multiple programs designed to address wellness and physical health concerns for individuals with serious mental illness and other disabilities. Dr. Schuster is board certified in psychiatry and in the subspecialties of geriatric and addiction psychiatry. He obtained his medical degree from the University of Louisville and completed his psychiatric residency at the University of Pittsburgh. He also received an MBA from the University of Pittsburgh. He is currently a Clinical Professor of Psychiatry at the University of Pittsburgh and has published numerous articles and book chapters.

 

 

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9:45 am - 11:00 am

Behavioral Health Data Sharing: The Opportunities & Challenges In Health System Information Exchange

Breakout Session

Health care information exchanges promise to improve the overall quality of health care. Despite a growing awareness of the importance, behavioral health data sharing continues to lag behind that of less sensitive information due to various legal and technical barriers.  However, numerous stakeholders from the private and public sector have or thrown their support behind targeted strategies to boost behavioral health data exchange and enable improved EHR integration of this data. In this session, we will hear from payers and providers on how they are sharing data and how they have overcome the challenges.

Sharon Hicks

Senior Associate, OPEN MINDS

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.

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Robert Oldham

Public Health Officer & Director, Placer County

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Brandon W. Danz MHA, MPA

Director, Government Risk Contract Programs, WellSpan Health

Brandon Danz, MHA, MPA, brings extensive expertise in health care system and health program design, policy, and regulation to the OPEN MINDS team. He currently serves as the Director of Risk Contract Programs for WellSpan Health in Pennsylvania.

Before joining WellSpan, Mr. Danz was a Senior Associate with OPEN MINDS and led project engagements to assist clients in the development and implementation of strategies to respond to the changing health and human service environment. In this work, he provided technical assistance on the impact of policy changes on operational margins, service delivery models, use of technology, and payment methodologies.

Previously, Mr. Danz worked as a Special Advisor to the Secretary of the Pennsylvania Department of Human Services. In this role, he was involved with key initiatives in health care reform within the Commonwealth of Pennsylvania. In this role, Mr. Danz worked with executives from the Department of Health and the Governor’s office to lead a multi-agency effort to secure a State Healthcare Innovation Modeling (SIM) grant from the federal Centers for Medicare and Medicaid Innovation (CMMI). He also acted as a liaison between the Commonwealth and health systems in Pennsylvania to develop population health care management strategies to address the needs of “superutilizer” Medicaid enrollees.

In his tenure with the Commonwealth, Mr. Danz was also responsible for working with county commissioners and county human service leaders to develop innovative partnerships and pilot programs to test innovative approaches to county administration of human services. This included the creation of a human services block grant where the Commonwealth bundled funding for seven human service programs (including funding for behavioral health, homeless assistance, drug and alcohol, child welfare, and intellectual disabilities) into a county block grant. The focus on the initiative was to decrease regulation and allow for greater administrative flexibility and holistic, person-centered approaches to care.

Previously, Mr. Danz served as the Executive Director for the Oregon Republican Party and led political, finance, communications, and administrative operations for the organization.

Before leading ORP, Mr. Danz worked in a number of roles for the Republican Party of Pennsylvania including the Director of Regional & Grassroots Operations and the Congressional Liaison & Northeast PA Regional Victory Director. Previously he served as an Outreach Coordinator to Rep. Scott Boyd, Pennsylvania House of Representatives.

Mr. Danz is an active member in his community, participating in the American College of Healthcare Executives, Healthcare Financial Management Association, American Public Health Association, and the Institute for Healthcare Improvement.

Mr. Danz received a Master of Health Administration from Pennsylvania State University, a Master of Public Administration from Shippensburg University, and a Bachelor of Arts in History from Millersville University.

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Matt Hall

VP Business Systems and Technology, Magellan Healthcare

Matt Hall is Vice President Business Systems and Technology on Magellan Health’s Public Markets team. In that role he oversees technology initiatives for Magellan’s Public Market business. Primary objectives of his role include overseeing the application portfolio from a business perspective, and working to align technology projects to business goals.
Mr. Hall served a number of years in a technology oversight role for behavioral health services Magellan provided in Maricopa County Arizona. In that positon he led integration efforts between the Magellan Regional Behavioral Health Authority and the county integrated health system by jointly developing a private HIE between their platforms to support health home initiatives.
Mr. Hall brings many years of information technology experience to the role. He served as head of IT and information security for a pharmaceutical manufacturer, as well as CTO for a SaaS company providing CRM services to the financial industry. Matt also led IT for a national publically traded hospice organization, where he built an internet based application to serve all hospice needs.
Mr. Hall graduated with a Bachelor of Science in Business with a focus on Computer Information Systems, from Arizona State University. He also served on the Professional Advisory Board at Argosy University where he helped develop a Bachelor of Science Degree in Information Technology for the online university.

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Chris Tjoa, MD

Medical Director of Population Health, Community Behavioral Health

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How Technology Is Shaping Addiction Treatment: Remote Monitoring, Mobile Apps, & More

Breakout Session

Over the past decade we’ve seen some pretty dramatic changes when it comes to addiction treatment – new treatment models and new technologies are changing how we deliver services and payer preferences for more integrated, community-based care are changing where we deliver services. Driven by consumer preferences for community-based treatment and payer requirements for lower costs, the use of new technologies—including wearable devices for alcohol monitoring, GPS tracking, biofeedback, text-based reminders, and recovery support via smartphone app— is growing. In this session, we will hear from a panel of executives from organizations that have successfully incorporated some of these new technologies into their addiction treatment model of care.

Matthew Chamberlain

Senior Associate, OPEN MINDS

Matt Chamberlain has 14 years of experience in healthcare information technology and brings an extensive background in electronic health record (EHR) solutions architecture and software engineering to the OPEN MINDS team. His expertise is focused on driving operational efficiency through business process analysis, organizational requirement definition, and technology procurement.

Prior to joining OPEN MINDS, Mr. Chamberlain served as Software Sales Manager for Askesis in Pittsburgh, Pennsylvania where he was responsible for the management of EHR software solutions sales in the behavioral health, addiction, and social service market. During his time with the Askesis, he was promoted to management in order to assist in the continued growth of the sales division. Mr. Chamberlain also developed national sales strategies, initiatives, and provided market analysis.

Before his role in Pittsburgh, Mr. Chamberlain was the Solutions Architect for Metrocare Services in Dallas, Texas. In that role, he managed the IT Department and staff for all software related activities. While at Metrocare, Mr. Chamberlain implemented new reporting solution, MS SQL Reporting Services, for high-level management reports, lead a conversion project of MS Access into SQL Server/EMR to ensure all programs were integrated in the same system, and was in charge of the EHR training process.

Mr. Chamberlain also served as a Software Engineer and Technical Lead at HP Enterprise Services, a strategic business unit providing global business and technology services. He was responsible for a team of 3 Software Engineers and 1 Business Analyst, in areas of State Medicaid System projects, which include; RFP response creation, needs assessment, design, development, implementation, and support.

A valued member in the behavioral health community, Mr. Chamberlain has served on the board of Mental Health Association (MHA) of Texas.

Mr. Chamberlain received his Bachelors of Science in Business Computer Information Systems from the University of North Texas. Additionally, Mr. Chamberlain holds expertise in technologies including: .NET, SQL Server, Oracle, Crystal, and web integration.

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Arel Meister

Founder & President, Sprout Health Group

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Brenda Haaga

Vice President of Prevention/Early Intervention, Education, and CHESS Application, Central Kansas Foundation

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Maks Danilin

Strategic Account Executive, Aware Recovery Care, Inc.

Maks Danilin’s personal journey through recovery has exposed him to various modalities of substance abuse and mental health treatment throughout the United States. His experiences and education have allowed Maks to develop and improve SUD care, specifically within the state of Connecticut. Maks has been involved in the field of addiction and substance abuse treatment for the past 9 years. He has worked for Turning Point Extended Care in New Haven, Connecticut and with Dr. Bono and Dr. Allen at the Shoreline Recovery Center in Branford, Connecticut, and currently is an executive at Aware Recovery Care. Aware Recovery Care ( ARC ) delivers intensive home-based treatment for a full year. Maks holds degrees in International Business Management and Finance, and is currently continuing his education with a Masters degree in health care management. Maks understands, both personally and professionally, the challenges and strengths of various forms of addiction treatment. He specializes in working closely with senior executives improving their operational management processes. He is intimately involved in Aware’s strategic operations, client outreach, and business development. Today, Maks collaborates with providers, executives, and regulators to spread awareness of the advantages of quality home-based addiction treatment and frequently shares Aware Recovery Care’s treatment model and best practices through various speaking engagements around the country.
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Perspectives On The Role Of Private Investment In The Complex Consumer Markets

Breakout Session

The complex consumer market - mental health, addictions, chronic disease management, children's services, autism, disability support - was not traditionally a market space that has been attractive for venture capital and private equity investments. But all that has changed. From investments in new care management companies, new treatment approaches provider organizations, and technology solutions, there is a robust and growing group of organizations with private investments fueling their development and growth. In this session, we'll get perspectives of what private investors see in this market space, what they are looking for, and their future view.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Jonathan G. Morphett

Managing Director, Head of Investment Banking, Avondale Partners, LLC

Jonathan serves as the Head of Investment Banking of Avondale Partners, LLC and has been a Managing Director with the group since 2004.  Jonathan has over 25 years of investment banking experience, having completed over 100 M&A advisory, equity and debt transactions.  Jonathan is a former Managing Director of Investment Banking at Morgan Stanley where he served in various positions for 14 years, primarily in New York and Sydney, Australia.  Jonathan previously served as the Chief Financial Officer of Austar United Communications Limited, Australia’s second largest pay television provider.

Jonathan is currently a Director of Centerstone Research Institute and former Chair of Friends Life.

Jonathan received his MBA from the Tuck School of Business at Dartmouth and LL.B. and BEc. Degrees from the University of Adelaide (Australia).

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Todd Rudsenske

Managing Director, Cain Brothers

Todd Rudsenske co-leads Cain Brothers’ Behavioral Health Advisory practice and leads the Firm’s Financial Sponsors and Corporate Private Placement Advisory practices. Mr. Rudsenske joined Cain Brothers in 2003 and has 24 years’ experience advising private and public companies in a variety of merger and acquisition, capital raising, and strategic advisory transactions. Mr. Rudsenske’s notable transactions include the sale of Foundations Recovery Network to N Pritzker Capital Management, the sale of Remuda Ranch to The Meadows, the sale of US Community Behavioral to Bregal Partners, the sale of Camelot to Sequel, and CRC Health Group’s acquisition of Habit Opco. He is a frequent speaker on the subject of private equity investment in the healthcare sector and has also authored or co-authored several articles on the business of healthcare, one of which was published by Health Affairs.

Prior to joining Cain Brothers, Mr. Rudsenske was at Merrill Lynch in that firm’s Palo Alto office specializing in equity private placements. Prior to that, Mr. Rudsenske was in Merrill Lynch’s New York office where he was focused on healthcare mergers & acquisitions for not-for-profit organizations. Prior to Merrill Lynch, Mr. Rudsenske was in Ernst & Young’s Corporate Finance Group, focusing on executing strategic transactions for that firm’s healthcare clients. He began his career on the audit staff of Ernst & Young in Dallas.

Mr. Rudsenske earned a BBA in Finance and Accounting from Texas A&M University and earned his MBA from the Columbia Business School. Mr. Rudsenske is also a Certified Public Accountant.

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9:45 am - 10:30 am

Transformative Mobile Strategies For Delivering Patient-Centric Care

Technology Demonstration

Sponsored by Mozzaz

mHealth solutions deliver contextual content and interventions with the ability to collect data, enabling communication, and measurement of outcomes from point of care. The technology being available and accessible isn’t enough. Effective mHealth strategies must be developed to engage everyone involved while enabling providers to spend less time on administrative tasks and more time on clinical care leading to positive health outcomes and savings in direct care costs.

We will outline four key strategies for creating a transformative mobile patient engagement model that combines these pieces, while providing true whole-person care, and working seamlessly with every system the consumer may encounter. We will discuss two real world case studies – a patient perspective in a substance use (opioids) and from a provider perspective in a LTSS setting.

Sammy Wahab

Co-Founder & CEO, Mozzaz

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Linda Lusis

VP of Client Success, Mozzaz

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Virginia Matthews, RN, BSN, MBA

Project Manager, MAXIMUS

Ms. Matthews has more than 30 years of experience in health care delivery both in clinical and administrative settings. Her experience includes:

  • Project Manager, MAXIMUS California Health Professionals Diversion Program
  • Hospital Administrator, CEO and COO
  • Assistant Vice President for Clinical Systems, West Region, for a psychiatric hospital company
  • Director of Clinical Systems for a major metropolitan Mental Health Hospital
  • Consultant to psychiatric and substance abuse facilities for hospital operations

Since joining MAXIMUS in 2007, Ms. Matthews has served as the Program Director for the California Diversion Project. Ms. Matthews brings to the Diversion Project a management perspective that is tempered with practical hands-on experience. As the Diversion Director she has continued to improve the processes and deliverables that support the Diversion Project, bringing the poorly performing project from an annual financial loss to successfully meeting target profitability. This position has provided Ms. Matthews the opportunity to testify twice in front of the California Senate Business, Professions and Economic Development Committee, speak to various California Licensing Boards, and testify in Federal Court in a major litigation.

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11:15 am - 12:30 pm

Leveraging Technology For Strategic Advantage: Why Technology Will Be The Key To Future Competitive Advantage

Plenary Address

Value-based reimbursement both facilitates and necessitates investments in technology. As this market becomes more competitive, the most successful and sustainable organizations will be those that can strategically incorporate the use of technology into their business plan. In this closing keynote session, OPEN MINDS CEO Monica E. Oss will explore the strategic role that technology will play in the health and human service market over the next five years and discuss how specialist organizations can leverage technology to gain the competitive advantage in the emerging market.

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

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12:30 pm - 1:00 pm

Raffle Prize Drawing In The Institute Exhibit Hall

Closing Remarks