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Finding An Electronic Health Record System For Your Future: The OPEN MINDS 2023 Seminar On Best Practices In EHR Selection, Contracting & Optimization
Sponsored By: 
Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a major investment and choosing the right system (or keeping the wrong system) can make or break any organization.
This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or the upgrade of a system that isn’t delivering the functionality needed for sustainability. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:
- A best practice model for assessing the tech functionality your organization needs for future success.
- Steps for vetting vendors and their products and services.
- Budgeting for EHR software and implementation.
- Ensuring best value and performance in contract negotiating
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Sharon Hicks
Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.
Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.
Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.
Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.
Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.
Becoming A Data-Driven Organization – Using Metrics To Drive Performance & Success: The OPEN MINDS 2023 Seminar
Sponsored By:
The dynamics of accelerated change in the market has created new performance challenges for health and human services organizations. This seminar will focus on the new performance landscape and key domains for measuring and managing both business and clinical. Health and human services organizations have new and evolving competition in the market—from new digital first applications demonstrating speedy access, engagement and satisfaction with consumers, to industry disrupters such as retail health clinics providing convenient access to care right where individuals shop. Demonstrating value through data is a must have in this competitive environment. And the ability to demonstrate value through data means that organizations must also use data to drive performance improvement—clinically and administratively. In addition, leaders within organizations are challenged to make rapid course corrections and having immediate access to the right data has become critical to organizational success. Key objectives for this seminar will include a:
- Look at the key strategic performance domains and metrics for managing business and clinical health effectiveness
- Score card and framework for becoming a data-driven organizations and for evaluating business health operations
- Decision making model for prioritization and selection of measures
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Nancy Martin
Nancy Martin brings 25 years of experience in the behavioral health field to OPEN MINDS. Ms. Martin currently serves as a Senior Associate on the OPEN MINDS Consulting team.
Previously, Ms. Martin was the AVP, Risk Adjustment for Molina Healthcare, Inc, where she was responsible for establishing strategy and managing operations for the company’s risk adjustment operations across 18 states. This included developing and implementing strategies for member engagement, provider engagement, value-based contracting models and population health, that served to optimize the quality of care delivered to Molina Healthcare members in Medicaid, Medicare and ACA products.
Prior to her work at Molina, Ms. Martin served as the Senior Corporate Advisor for Population Health Strategy and Solutions at EVI-BASE, LLC, an organization that offers evidence-based programs to people with chronic disease that improves their health and quality of life.
Ms. Martin also served as the Senior Director, Value-Based Contracting and Network Development for Lumeris, where she was responsible for value-based contracting and network development for Lumeris clients’ Medicare markets.
As the Vice President, Quality and Population Health for Medical Mutual of Ohio, Ms. Martin was responsible for Medicare Stars, risk adjustment, quality, disease management, and population health for all lines of business at Ohio’s largest mutual health insurance company. She had oversight of all aspects of Quality for the organization including HEDIS, Medicare Stars, CAHPS, Accreditation and value-based networks. She managed risk adjustment programs for both Medicare and ACA lines of business, including data analytics, vendor management, clinical care home visits, provider programs, member incentives, coding and all aspects related to revenue enhancement for the government’s risk adjustment programs. In addition, she was responsible for value-based network strategy including mapping data analytics to contract methodology, negotiation strategy and tactics, and staff oversight.
Prior to her role at Medical Mutual of Ohio, Ms. Martin served as Senior Vice President, Network Services for ValueOptions, the nation’s largest independent behavioral health care and wellness company. In this role, she oversaw national network strategy and services to a network of 70,000 providers to incorporate progressive contracting models such as Centers of Excellence, telehealth, and value-based contracting.
Ms. Martin received her Bachelor of Arts in French from the University of Kansas and her Masters’ Degree in International Management/MBA with an emphasis in Finance and Accounting from the American Graduate School of International Management.
Grand Opening Of The Exhibit Hall
Join us for an unveiling of all of our great exhibitors!
Executive Breakfast & Registration
If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!
Keynote Address
Thought Leader Discussion
Join our keynote and take this time to ask your own questions and continue the conversation.
Monica E. Oss
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Tech At The Table: How To Have A Tech Enabled Business Strategy
It doesn’t matter which technology platforms your organization adopts if the technology doesn’t align with your strategic goals. A mistake that is often made is decision making regarding technology that occurs outside of the strategic planning process, or conversely, strategic planning that occurs without an assessment of current technology capabilities to support the plan.
This session will focus on how to ensure a business strategy is “tech enabled” with a focus on the interchangeable process of technology to drive business, and business strategy that drives technology decision making and purchasing. During this session hear:
- Common steps of business strategic planning
- Decision making for technology prioritization for growth versus sustainability
- Tips for looking into the future while keeping your feet on the ground
Kristen Daugherty, LCSW-S, LISW-S, MBA
Kristi Daugherty, CEO for Emergence Health Network, has over twenty years of experience in the behavioral health arena. As chief executive officer for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.
During her tenure as CEO, Ms. Daugherty spearheaded several key initiatives that have significantly increased scope of services offered to the El Paso community. As a result of her leadership, jail-based mental health services are now offered to justice involved patients and crisis intervention teams now partner especially trained police officers with behavioral health clinicians during crisis response.
During this time, Emergence Health Network added key components the system of care such as extended observation unit services and Multi-Systemic Therapy for at-risk adolescents and their families. Ms. Daugherty also orchestrated operational turnaround resulting in significantly improved financial indicators, enhanced quality measures and an emphasis on patient data analytics to improve overall health. These efforts resulted in Emergence Health Network receiving Joint Commission accreditation– a distinction held by only a handful of community centers in the State of Texas. Most recently, EHN also achieved Certified Community Behavioral Health Center (CCBHC) designation, which will help the organization focus on addressing social determinants of health with a behavioral health focus.
Ms. Daugherty has led efforts to form critical community collaborations that have resulted in expanding access points to behavioral health services and expansion of services. Outside the area of crisis services, EHN has developed services in local school districts to include school-based clinics. A strong partnership with the local housing authority has resulted in work on a therapeutic community for individuals that have mental illness and are at risk of homelessness.
As El Paso has recently faced several challenges directly impacting community mental health, and Ms. Daugherty has ensured that EHN has led in crisis behavioral health response. In the aftermath of the August 3rd Walmart shooting, EHN provided a myriad of supports and services to victims, families and the entire community. Similarly, Emergence Health Network’s response to the COVID-19 pandemic has resulted in a strong emphasis on mental health supports.
Ms. Daugherty is a Licensed Clinical Social Work Supervisor in the State of Texas and a Licensed Independent Social Work Supervisor in the State of New Mexico. She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.
Kristen is speaking during Tech At The Table: How To Have A Tech Enabled Business Strategy.
Andrew Bronson
Mr. Bronson is the Vice-President of Information Services for Mental Health Partners. He graduated from University of New Hampshire with a degree in Electrical Engineering Systems. He has over 25 years of experience within software engineering, infrastructure and client management.
Andrew is speaking during Tech At The Table: How To Have A Tech Enabled Business Strategy.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Models For Creating Organization-Wide Performance Reporting & Decision Support Tools
With changing consumer and payer performance measures and expectations, executive teams in the health and human services field are grappling with how to best manage and report performance data for payers while also creating and managing usable actionable performance reporting for internal use. In this session, we will take a multi-faceted approach on performance reporting and organization-wide reporting systems. By fueling reporting at various levels of the organization with decision support tools, executives can actualize performance metrics and make decisions informed by data. In this session, the case study panelists will cover:
- Creating actionable organization-wide reporting systems
- Using data to make better business and clinical decisions
- Empowering a performance and data-driven culture
Alice Kim, MA
As Chief Operating Officer, Kim oversees the operations and administration of the Cohen Veterans Network and all of its programs and initiatives.
Prior to joining the Cohen Veterans Network, she was the Director of Operations at the Center for Innovation and Research on Veterans & Military Families (CIR) at the University of Southern California School of Social Work. Kim oversaw the day-to-day operation of CIR and managed several large research projects funded by the Department of Defense to enhance the competence and capacity of civilian behavioral health care providers working with military populations. Kim also led the development of numerous cutting-edge programs such as an online training platform for behavioral health professionals, virtual avatar trainers for evidence-based practice and clinical skill, observed structured video examination (OSVE) for military clinical skill assessment, and inter-professional education using military-focused standardized patients. Throughout her career, she has worked for numerous major research initiatives focused on behavioral health care, community development, social welfare, and education. Kim received her BA from the University of Chicago and her MA from the University of Chicago, School of Social Service Administration.
Alice is speaking during Models For Creating Organization-Wide Performance Reporting & Decision Support Tools.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Data Governance: A Non Partisan Policy & Practice Best Practice Session
Data governance is more than just a procedure to keep auditor’s satisfied. Data governance is critical to the foundation of consistency, trustworthiness and integrity of data, and ultimately, useability and permissiveness of use. In this session we will discuss the what and how of data governance and provide a framework for defining and implementing a data governance process that engages and gains buy in across the entire organization. In this high time for data breaches and cyber attacks couple with increased focus on data driven decision making, data governance is the key to protected and usable data.
Using case study illustrations, we will discuss:
- What is data governance and why should you care
- The difference between data governance and data management
- The role of key stakeholders in executing a living data governance process
- A process framework for data governance
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Solutions For Independence: Smart Homes Made Simple
Smart home technology is proving to be critical for serving consumers with complex needs in the community. As consumers’ needs shift and smart home technology becomes more affordable, individuals are taking larger roles in their care and living independently. In this session, we will discuss opportunities for smart home service delivery expansion, engaging more consumers in care, and using technology to deliver and monitor whole-person services. Panelists will offer insights on:
- Exploring smart home technology options and new care innovations
- Developing a framework for choosing smart home technology
- Affordable smart home resources to support consumers in achieving their goals
Wendy Davis
Wendy is speaking during Solutions For Independence: Smart Homes Made Simple.
Tracy Beck
Tracy is speaking during Solutions For Independence: Smart Homes Made Simple.
Sharon Hicks
Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.
Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.
Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.
Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.
Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.
Knowledge Partner Session
Sponsored by Continuum Cloud 
Assessing The ROI Of Strategic Technology Investments
Technology investment has the potential to address workforce challenges, innovate service delivery, create operating efficiencies, and reduce costs. But how do you select the right technology to develop competitive advantage, create a technology plan and budget, and assess the ROI. In this session we will share best practices for:
- Aligning organizational resources around technology
- Assessing the return of investment between opportunities by estimating potential revenue increases or cost reductions
- Technology budgeting and leveraging staff and resources to operate more efficiently and create competitive advantage
Jeff Arledge, CFA, CHFP
Jeff is speaking during Assessing The ROI Of Strategic Technology Investments.
Ken Carr
Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.
Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.
Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Lunch On Your Own
Post Lunch Pick Me Up
Join us in the exhibit hall for a post-lunch snack break!
CalAIM Session
Richard Louis, III
Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation.
Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations.
Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security.
Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County.
He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.
Analytics – The Data Points That CEOs Should Be Looking At & How To Get Them
What are the key metrics that CEO’s need in order to monitor the health of their organization’s health? How do you know if you are a sustainable business organization? That growth goals are being met? This session will specifically target CEO’s and other C-Suite Executives charged with overall business success. The session will discuss:
- A metric driven framework for achieving business results
- The distinction of different reporting types and their use cases – with a case study example
- The metrics most important to the CEO
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Improving Consumer Engagement With Technology
Technology innovations are being used evermore to facilitate better consumer access, a positive experience, and engagement. Consumer engagement is also key to successful outcomes and overall performance. By enhancing consumer interfaces, provider organizations can use technology for chat features and other digital communications, screening tools, prescription notifications, appointment and wellness reminders, delivery of test results, consumer education, and more. Join us for a panel of experts as we unpack:
- Various consumer-facing tools for improving experience and engagement
- Digital opportunities for optimizing consumer communications and self-directed care
- Role of technology and consumer engagement in optimizing performance
April Richardson, MD
April is speaking during Improving Consumer Engagement With Technology.
Clarissa Hulleza
Clarissa is speaking during Improving Consumer Engagement With Technology.
Paul M. Duck
Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.
Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.
Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.
Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.
Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.
Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.
Beyond The Patient Portal – Consumer Technologies To Enhance Care Delivery
New treatment adoption has its hurdles. Payers and health plans are reluctant to adopt new treatments without an estimate of their costs and cost/benefit. And provider organization management teams are focused on how to sustain revenues through fee-for-service billing if a new treatment tool is used. Along with those hurdles it’s difficult to change the practices of clinical professionals (see The Physician’s Experience Of Changing Clinical Practice: A Struggle To Unlearn).
The net effect of these combined forces creates the 17-year lag from science to practice that we are living with in the health care field (see The Answer Is 17 years, What Is The Question: Understanding Time Lags In Translational Research). Without clinical adoption and financial alignment among the stakeholders (through some non-fee-for-service funding model), that 17-year wait time is likely to continue.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Retail Clinics, Behavioral Health, & Chronic Disease Management: Challenges & Opportunities In The Changing Market
Enhancing Your Web Site To Improve Organizational Performance
An effective website allows consumers and other stakeholders to view your organization and services more credibly. This involves both marketing and functionality approaches where both elements of design, content, and ease of navigation all lead to better organizational performance. In this session, provider organization executives will discuss how they are optimizing their websites to produce better engagement and referrals, as well track metrics. Learning objectives include:
- Identifying your brand personality and website design
- Creating content that is engaging and top-notch
- Making website navigation quick and seamless
Emily DelVecchio
Emily Del Vecchio brings over 14 years of experience in strategic, customer-focused, and results-driven marketing in retail and the behavioral health field. Ms. Del Vecchio is currently the Executive Vice President, Partnerships for OPEN MINDS.
Previously, Ms. Del Vecchio was the Marketing and Communications Manager II for Cleveland Clinic. As Cleveland Clinic’s global interests grew, Ms. Del Vecchio was promoted to manage international marketing and support for International Operations, Global Patient Services, international business development, and global expansion efforts. She was instrumental in setting up the London Marketing and Communications function ensuring the UK-based team was connected to US resources and providing corporate oversight for all foundational marketing elements including recruitment advertising campaigns, grand opening promotional strategy and events, and the creation of a localized website and online tools for patients and referring doctors. She also served as a senior member of the cross-departmental “Digital Optimization Team” that was responsible for strategic oversight of all digital lead generation campaigns, designing, executing, and analyzing testing strategies to roll out scalable programs; and managed day-to-day relationship with digital agency and marketing automation partners.
Prior to Cleveland Clinic, Ms. Del Vecchio was Senior Manager, Affiliate Marketing for Gen3 Marketing. Ms. Del Vecchio led the day-to-day management and strategic development of affiliate marketing programs for some of Gen3’s highest-profile clients ranging from financial services to high-end, luxury retail. She operated as an extension of the client’s internal marketing team to support key initiatives, drive increased sales and maintain set budgets. Ms. Del Vecchio established strong relationships with publishers and network teams on behalf of clients to effectively structure and negotiate terms, secure paid placements, and ensure overall brand presence across affiliate sites. She tracked campaign performance, identified trends and growth opportunities, and analyzed key metrics.
Before Gen3, Ms. Del Vecchio advanced to Online Marketing Specialist, Affiliate Marketing for QVC, Inc. Here she managed QVC’s affiliate marketing program, which had 1K+ publisher partners and generated over $200M in annual revenue. She oversaw daily program activities, implemented strategic plans and offer strategies, managed a multi-million dollar budget, and exceeded aggressive revenue goals. Ms. Del Vecchio ran QVC’s most successful publisher optimization campaign at the time, which generated $300K+ in incremental sales among mid-tier publishers in one month. Ms. Del Vecchio and her team provided creative briefs for print and television, attended photo and video shoots, and oversaw projects from concept to execution.
Ms. Del Vecchio received her Bachelor of Science in Business Administration for Marketing at Elon University, Elon, NC.
CEO Technology To-Do List: What To Accomplish Between Now & Next Year’s Summit
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Executive Networking Reception
Take this time to relax with a cocktail and hors d’oeuvres, and mingle with your peers, speakers and vendors during our executive networking reception, located in the exhibit hall!
Executive Networking Breakfast
Join us for a hot breakfast and coffee in the exhibit hall to start your day!
Leveraging Technology To Manage For Quality: How Anthem Blue Cross Is Using Data, Analytics & Metrics To Improve Population Health
With the new CalAIM waiver, Anthem Blue Cross set out to grow their networks with community-based health care provider organizations in an effort to improve population health management. In creating new ways to engage and contract with provider organizations, Anthem Blue Cross developed new technology platforms to collect and exchange data using a variety of different sources and methods to measure program quality and effectiveness. Join our keynote as he outlines how Anthem Blue Cross is using technology solutions to ensure quality in the delivery of services.
Thought Leader Discussion
Join our keynote and take this time to ask your own questions and continue the conversation.
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Improving Workforce Productivity (& Satisfaction) With Technology
In managing workforce recruitment and retention issues, executive teams are turning to technology solutions to support workplace efficiency, effectiveness, and morale. Some are automating services and operations to increase productivity, reduce human error, and free up employees to focus on core, rewarding, and revenue-generating activities. The same is true with hybrid and digital workforce connections for more remote and flexible opportunities, education and planning, and regional and nationwide recruitment pools. Join us as we explore:
- Using technology to drive employee productivity
- Implementing digital solutions to increase employee satisfaction
- Technology’s role in creating the workforce of the future
Suzi Graber, MS, PHR, SHRM-CP
Suzi is speaking during Improving Consumer Engagement With Technology & Improving Workforce Productivity (& Satisfaction) With Technology.
Sharon Hicks
Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.
Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.
Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.
Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.
Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.
The Cigna/Evernorth Centers Of Excellence Model: A Briefing & Discussion Session
William M. Lopez, MD, CPE
As the National Medical Director for Virtual Care Dr. Will Lopez is the clinical leader in the implementation of Evernorth and Cigna Healthcare’s national virtual care strategy. In this role he is directly involved in coverage policy development, reimbursement, government affairs issues, and assessing new technologies coming to market. In addition he oversees a medical director’s team responsible for medical necessity reviews, case management, and claims activities. He provides clinical expertise to Cigna’s sales and marketing teams during client and stakeholder meetings.
Prior to joining Cigna in 2006, Dr. Lopez was a staff psychiatrist and Medical Director for psychiatric services at Snowden at Fredericksburg, a private behavioral health center in Virginia. Dr. Lopez was a captain in the U.S. Air Force where he practiced aerospace medicine. As a veteran of operations Desert Shield and Desert Storm, he is passionate about supporting and leading veteran related initiatives.
Dr. Lopez lives in Asheville, NC with his wife and youngest daughter who is a junior at NC State University. When not at work, he enjoys outdoor activities including hiking, bicycling, and whitewater rafting.
Will is speaking during The Cigna/Evernorth Centers Of Excellence Model: A Briefing & Discussion Session.
Technology Tools For Improving The Performance Of Value-Based Contracts
It’s one thing to have a value-based mindset. Having the right technological infrastructure in place to successfully participate in value-based care is another. Value-based reimbursement requires data and reporting on measures that payers find important and are willing to fund. Yet, many organizations do not have the resources and systems in place to manage value-based contracts. So, where do you start? Join us for an in-depth discussion on:
- Optimizing data metrics collection, analysis, and reporting for
- Utilizing technology recourses to support population health analytics
- Communicating actionable information that payers value
- How to join with other organizations to create synergy and efficiency
Rachelle Glavin
Rachelle is speaking during Technology Tools For Improving The Performance Of Value-Based Contracts.
Ken Carr
Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.
Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.
Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Innovations By Pharma
With the range of digital therapeutics or new generation drugs coming to market, executive teams need to know how best to include new treatments and programs into their strategy. Using technology innovations in pharma wisely can be a competitive advantage to attracting new business—consumer referrals and health plan contracts. In this session, provider organization case studies will discuss:
- Advancements digital pharma therapies
- Opportunities to enhance better consumer outcomes with digital treatment
- New generation of pharmacy innovations coming to market
The Investor Perspective — Trends In The Complex Consumer Market Space for 2023 & Beyond
This facilitated panel discussion will include industry business experts with keen eye to investment opportunities post pandemic. Learn what’s hot and what’s not so hot from an investor’s eye in the realm of behavioral health, substance use, developmental disabilities, complex condition management–including provider organizations and service design, technology, pharmacy and more. If you are interested in investing or in utilizing private partnerships to fuel development and growth, this session is for you.In this session, the panelists will discuss:
- What priorities and interests have spurred investor spending
- What private investors see as opportunities in the market space for providers and technology solution vendors
- The investor’s views of the future landscape of specialty provider care
- Investor tips for provider positioning and attractiveness
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Post Lunch Pick Me Up
Join us in the exhibit hall for a post-lunch snack break!
The 2023 OPEN MINDS Technology Adoption Market Research Survey
Leveraging Your EHR Investment – Getting More Out Of Your Current Tech Spend
As value-based reimbursement models advance, the need to track data metrics and performance outcomes becomes more critical. With this evolution, executive teams are turning to EHR systems that provide them with greater ability to have outcomes data to measure and track around contract requirements, consumer assessments, operational workflows, and treatment practices. Join us to hear more about how provider organization executives are doing just that, including how to:
- Leverage EHRs to track organizational performance, costs, and consumer outcomes
- Gain more clarity on consumer experience and organizational workflows
- Enable real-time data and alerts to better manage care and adjust as needed
Tamara Dunn, RN
Tamara is speaking during Leveraging Your EHR Investment – Getting More Out Of Your Current Tech Spend.
Todd M. Clark, PhD, LMHC, LCAS, CCS
Todd is speaking during Leveraging Your EHR Investment – Getting More Out Of Your Current Tech Spend.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Raffle Prize Drawing
Join us in the exhibit hall to see if you’ve won any of the great prizes provided by our generous sponsors! Drop your raffle card off at the registration desk by 3:00 pm on Thursday to be included in the drawing. (Must be present to win!)
Paul M. Duck
Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.
Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.
Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.
Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.
Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.
Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.
Lauren Evangelist
Lauren Evangelist brings more than 15 years of experience in marketing and business strategy, brand development, product launch and digital marketing to OPEN MINDS. Ms. Evangelist currently serves as the Executive Vice President of Partnerships
Prior to joining OPEN MINDS, Ms. Evangelist was the Vice President of Marketing & Public Relations for Tridiuum, where she developed and implemented the company’s new go-to-market sales and marketing strategy. Ms. Evangelist also developed and launched Tridiuum’s provider recruitment program in partnership with New Directions Behavioral Health (NDBH). She created the program’s acquisition strategy, marketing collateral and recruited behavioral health providers to accelerate access to care for 4M NDBH members. NDBH acquired Tridiuum based on program’s immediate impact and success.
Previously, Ms Evangelist, served as Vice President of Partnership & Loyalty Marketing with OneMain Financial in Wilmington, DE. In this role, she launched OneMain’s strategic partnerships and customer loyalty programs to generate demand for loan products, provide financial literacy, create customer engagement and enhance the OneMain customer experience.
Prior to her role at OneMain Financial, Ms. Evangelist was Senior Manager of Strategic Partnership Marketing for ShopRunner in Conshohocken, PA. In this role, she developed and executed strategic marketing programs with corporate partners like American Express, Mastercard and PayPal to acquire new ShopRunner members and drive member activation within the ShopRunner network.
Previously, Ms. Evangelist was at QVC (Qurate Retail Group) in West Chester, PA for 12 years, where she held several instrumental roles within Marketing and eCommerce. In her last role as Manager of Partner Marketing, she piloted and launched QVC’s first Co-Op Marketing program, which accounted for over $2M in incremental marketing contributions from national retailer partners like Dell, Dooney & Bourke and Vera Bradley.
Ms. Evangelist received her Bachelor of Arts in Commercial Design from Lycoming College, Williamsport, PA. She has also been a member of the Lycoming College Athletics Advisory Board since 2018.
Closing Keynote Address
Monica E. Oss
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.