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8:00 am - 6:30 pm PT

The 2021 OPEN MINDS Care Innovation Summit

Executive Summit Sponsored By Remarkable Health

Remarkable Health Logo

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

Agenda

8:00 am – 8:45 am: Registration & Breakfast

8:45 am – 9:00 am: Welcome & Introduction

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

9:00 am – 10:15 am: From Policy To Action: How One State Is Implementing & Activating Sweeping Medicaid Reform & The Implications For Provider Organizations

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

Learning Objectives:

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

Dave Richard, North Carolina Department of Health and Human Services

10:15 am - 10:30 am: Break

10:30 am – 12:00 pm: Making The Transition To Community Living Work: The North Carolina Case Study On The Technology & Data Required

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

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

Learning Objectives:

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

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

12:00 pm – 1:30 pm: Lunch & Learn Sponsored By Remarkable Health: First-Hand Glance: Using AI To Drive Staff Productivity & Increase Revenue

Catch a sneak peak of how Remarkable Health’s new product, Bells.ai, uses artificial intelligence to transform the field of clinical documentation by improving productivity, quality, and compliance which overall leads to higher revenue and better employee retention. CEO, Peter Flick, along with V.P. of Customer Experience, Jon Schafer will showcase just a few features that address the pain points clinicians experience.

Attendees at this session will:

  • See how adding AI to their current EHR can amplify staff onboarding and ongoing productivity
  • Learn how Bells.ai can positively impact clinician staff’s morale and increase revenue
  • Understand how increasing quality documentation on the front-end saves time on the back-end; improving billing, compliance and organizational productivity

Peter Flick Founder and CEO , Remarkable Health
Jon Schafer Vice President, Customer Experience, Remarkable Health

1:30 pm – 3:00 pm: Just What The Doctor Ordered: Innovations In Telehealth For Adults With Intellectual & Developmental Disabilities (I/DD)

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

Learning Objectives:

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

Hope Levy, Executive Director, Premier HealthCare

3:00 pm - 3:15 pm: Break

3:15 pm – 4:45 pm: Using The Evidence To Measure Progress In Addiction Treatment: The Vertava Case Study

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

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

Learning Objectives

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

Cori E. McMahon, Psy.D. NCCE, Vice President, Clinical Services, TridiuumMelissa Stöcker, BSN, RN Director, Quality, Vertava HEALTH ; Marjorie Pettingell MSW, LICSW, Senior Vice President, Quality Vertava HEALTHDaniel Coyne, BSN, RN, CARN, Director, Utilization Review Vertava HEALTH

5:00 pm - 6:30 pm: Thought Leader Reception

Carol Clayton, Ph.D.

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

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

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

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

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

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

Dave Richard

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

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

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

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

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

Sandra K. (Sam) Hedrick, RN, JD

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

Peter Flick

Peter is the Founder and CEO of Remarkable Health, a Scottsdale based software company for the behavioral health and human services industry. In 2014, Peter created an investment vehicle to pursue the idea of Remarkable Health, and in 2015, led the acquisition of ClaimTrak, an EHR software pioneer for the behavioral health industry. Post-acquisition, the company launched and enhanced CT|One, a fully integrated EHR. Then in 2021, the company launched Bells.ai, the first virtual clinical documentation assistant for the behavioral health and human services industry.

Previously, Peter co-founded Relay Network, the leading mobile consumer engagement platform for the commercial health insurance industry. At Relay, Peter held early roles as CFO and then VP of Product. He managed the product and technology team, released several products, is an inventor on a mobile communication patent, and led $18M in venture financing.

Earlier in his career, Peter worked at Spectrum Equity Investors in Boston, a $4 billion private equity firm focused on investing in technology and healthcare service companies. Before Spectrum, Peter was an analyst in the Leveraged Finance Group of Citigroup and served as an analyst at Graham Partners.

Peter graduated from Villanova University with a Bachelor of Science in Business Administration, where he played Division 1 lacrosse, started and managed an industrial cleaning company (while attending night school), and co-founded the Villanova Entrepreneurial Society.

Currently, Peter lives in Scottsdale with his wife and three children.

Jon Schafer

With over 15 years of medical and behavioral health software experience, Jon joined the Remarkable Health team in 2008 to create the Customer Support Team, focused primarily on the daily success of the existing customer base. Since 2017, Jon transitioned over the Growth team as Solutions Engineer, where he is a key resource, utilizing his extensive experience and knowledge of CT|One to help demonstrate product capabilities, guide product enhancements with the Product and Engineering teams, and assist the sales team in project coordination for both new and existing customers. Jon has also rejoined the customer experience side of the operation and elevated the implementation process, and most recently assists with special projects, such as Bells.ai. Jon received his Bachelors in Psychology from the University of Phoenix.

Hope Levy

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

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.

Melissa Stöcker, BSN, RN

Melissa has been a registered nurse for over 30 years. She is certified in Hospice and PalliativeCare, but her career has spanned many specialties including ICU, cardiac surgery, pediatrics, home health, instruction, behavioral health, and SUD treatment. In every role, Melissa has been involved in quality improvement. She is passionate about deliveringthe highest quality of care to patients during their most difficult days.

As Director of Quality at Vertava Health, Melissa is responsible for both the overarching strategyand daily operations of quality assurance and performance improvement. In addition to ongoing audits, trainings, and documentation improvement projects, Melissa has implemented multiple digital assessment tools providing real-time insights through data analytics.

Melissa earned her Bachelor of Science in Nursing from Middle Tennessee State University. Sheenjoys reading and spending time with family at her home in Tennessee.

Marjorie Pettingell MSW, LICSW

As Senior Vice President of Quality, Margie has oversight of the Clinical Quality department to ensure Vertava Health patients have access to a high-quality continuum of care.Her approach is quickly setting industry standards for clinical excellence using evidence-based care and state-of-the-art technology to support long-term SUD recovery and mental health that empowers patients to live out their best futures.

Margie oversees the compliance department and manages the clinical team, including over 270 licensed clinicians. She directs training efforts across all locations to ensure clinicians are applying the most currentevidence-based treatment practices, research, and industry technology. Margie also leads efforts around Vertava Health’s certifications, allowing insurance providers to be confident that excellence in clinical care is provided at all Vertava Health locations.Importantly, Margie also ensures that Vertava Health practices are compliant with provider and government protocols.

With over 20 years of clinical experience, Margie has dedicated her career to helping others achieve mental health and freedom from addiction. Her passion for SUD treatment underpins her commitment to, and focus on,evidence-based treatment methods. She has extensive experience with implementing and managing behavioral health programs, both for private entities and governmental agencies. This unique blend of experience makes her particularly effective in providing guidancein clinical matters – from treatment modalities to compliance and certification.

Cori E. McMahon, Psy.D., NCCE

In her role with Tridiuum, Dr. McMahon calls on her 20 years of experience as a Clinical Health Psychologist to provide clinical oversight on all projects. She informs internally on development and design and consults with other health care leaders nationally on behavioral health integration, implementation and workflow.
In addition, she is an Associate Professor of Clinical Medicine at Cooper Medical School, drawing on 15 years spent in undergraduate and graduate programs at La Salle & Rowan Universities, to help guide the next generation of clinical psychologists. A former Director of Behavioral Medicine at MD Anderson Cancer Center, she now assists
part time with clinical work in the Department of Infectious Disease at Cooper. Dr. McMahon is also a member of the Advisory Panel for Outreach and Education (APOE) for the Centers for Medicaid and Medicare Services (CMS).

Daniel Coyne, MFA, BSN, CARN

Daniel Coyne is a Certified Addictions Registered Nurse, and has worked in addictions nursing since2013. Daniel served as the Director of Nursing at Vertava Health of Massachusetts, and is currently the Director of Utilization Review for Vertava Heath. He is committed to evidence-based practice and to combating the stigma associated with substance use disordersand addiction treatment.

Prior to his nursing career, Daniel held director-level positions in communications for severalhealth and wellness companies. He earned a BA from Middlebury College, an MFA from the University of Florida, and Bachelor of Science in Nursing from the University of Massachusetts. He is an avid juggler.


9:00 am - 12:15 pm PT

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

Executive Seminar

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

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

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

Ken Carr

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

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

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

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

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

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

Sharon Hicks

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

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

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

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

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


1:00 pm - 4:15 pm PT

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

Executive Seminar Sponsored By Qualifacts + Credible

Qualifacts and Credible Logo

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.


5:00 pm - 6:30 pm PT

Executive Reception & Networking Session

Networking

Grab a beverage and unwind with our faculty, attendees and guests, as well as OPEN MINDS team!


7:30 am - 8:30 am PT

Executive Networking Breakfast

Networking

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


8:30 am - 9:00 am PT

The OPEN MINDS 2021 Technology Adoption Market Research Study

Opening & Welcome Survey Results Sponsored By Qualifacts+Credible

The past 12 months marked another year when the health and human services market looked to more value-based reimbursement to help control cost and quality. To succeed in that environment, specialty provider organizations will need to adopt new technologies that can help master population health management, data exchange, and clinical decision support. For executives to lead successfully, they need to link those tech investments to strategy for a sustainable performance and competitive advantage.

OPEN MINDS surveyed specialty provider organizations in the health and human services field to determine where they are on the road to technology adoption.
The survey provides information on a number of important variables and where you fit in.

Variables such as:

  • Number of employees devoted to information technology functions
  • Estimated annual information technology budget (including hardware, software, networks, IT consultation services, outsourced projects/functionality, and IT staff)
  • A unique list of technology innovations human services executives are implementing

Monica E. Oss

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


9:00 am - 10:00 am PT

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

Keynote Address

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

In this session we will cover:

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

Joseph Kvedar, M.D.

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

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

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


10:15 am - 11:15 am PT

Thought Leader Discussion With Joseph Kvedar, M.D., Vice President Of Connected Health, Health Partners Massachusetts & President, American Telemedicine Association

Thought Leader Forum

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

Monica E. Oss

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

Joseph Kvedar, M.D.

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

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

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


10:15 am - 11:30 am PT

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

Topical Case Study

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

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

Sharon Hicks

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

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

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

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

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

Jason Lippman

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

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

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

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

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

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

Courtney Frank

Courtney Frank is the Director of Health Operations for Citizen Advocates. The Health Operations division encompasses Citizen Advocates’ integrated mental health and addiction outpatient clinics with five hub locations and numerous satellite clinics spanning three counties in northern New York. With 130 employees
serving over 6,500 individuals, Courtney has led the Health Operation division to 19% YTD top line growth.
Founded in 1975, Citizen Advocates provides intellectual/developmental disability, mental health and addiction prevention, treatment and recovery services. In
addition to providing a wide range of quality clinical services, the non-profit organization offers supports that promote individual health through stable housing,
job training and transportation. Courtney started her career with Citizen Advocates over a decade ago as a Licensed Mental Health Counselor. She has held progressive leadership roles within the
agency, most recently overseeing expansion of Clinic Operations in the rural communities of northern New York that share an international border with Canada.
During that time, the clinics doubled in size, and she successfully secured a $4M SAMSHA Certified Community Behavioral Health Clinic Expansion grant to
enhance access for the community. With experience leading multi-million-dollar capital projects, Courtney is focused
on expanding Citizen Advocates Behavioral Health Urgent Care model, with a second location slated to open in late 2021. As a licensed therapist, she is passionate about reducing stigma and developing programs that meet individuals where they are in their road to recovery.

Kati Jock

As the Chief Integration Officer, Kati is responsible for leading Citizen Advocates’ efforts to strategically align services under three main areas: Health Operations, Community Living and Community Supports. These areas represent 124 programs, revenue of $50M, a workforce of 750, and over 8,100 individuals served. This whole-health approach strengthens Citizen Advocates’ position as a leading provider of exceptional, high-quality clinical services, programs and community supports. Founded in 1975, Citizen Advocates provides intellectual/developmental disability, mental health and addiction prevention, treatment and recovery services. In addition to providing a wide range of quality clinical services, the non-profit
organization offers supports that promote individual health through stable housing, job training and transportation. In addition, Kati oversees the Population Health and Planning Team, which is
charged with data analytics as well as oversight of Electronic Health Record development. Kati launched the team, which has doubled in size, over a year ago to
focus on transforming information into a meaningful resource and tool for the
enhancement of health outcomes. Kati has over a decade of experience in Strategic and Business Planning for Hospital Health Systems where she played a key role in affiliations and mergers, designed business plans supporting primary care expansion, and collaborated with system executives to shape organizational vision to drive profitability and sustain growth.
Prior to her current role, Kati has served as the Director of Behavioral Health Services for Citizen Advocates. During that time, Kati successfully expanded outpatient clinic offerings and transitioned the team to virtual during the COVID pandemic.

Providers Growingly Concerned About EHR Functionalities & The Technologies Needs For Future Service Delivery & Reimbursement: Top EHR Trends From The 2021 OPEN MINDS National Behavioral Health EHR Survey

Knowledge Partner Sponsored By Qualifacts + Credible

Qualifacts and Credible Logo

We’re bombarded with stories about electronic health records (EHR) evolving to become more flexible and use more services like blockchain, cryptocurrencies, and artificial intelligence, but what do your peers report firsthand? We recently concluded the sixth annual OPEN MINDS National Behavioral Health EHR Survey and found that 53% of provider organizations report their EHR does not have all the functionalities they need. Only 19% report their clinical, scheduling, billing, and reporting and analytics functionalities as meeting their needs. These Core 4 functionalities are crucial to service delivery and organizational sustainability.

Join OPEN MINDS Senior Associate, Joe Naughton-Travers, to hear the results of the 2021 OPEN MINDS National Behavioral Health EHR Survey and what your organization can do to plan for the next advances in health care technology and service delivery. Mr. Travers will also discuss the growing concern among providers and what functionalities to be looking at for future service delivery and timely reimbursements. During this session, you will...

  • Hear what executives of provider organizations across the country think about the performance and capabilities of their current EHR system
  • Understand what EHR functionalities will be critical for service delivery, reimbursement, and organizational performance going forward
  • Learn how current EHR functionalities are stacking up against the needs of provider organizations (which functionalities are meeting the needs… and which are falling short)
  • Examine the full results from 2021 OPEN MINDS National Behavioral Health EHR Survey with OPEN MINDS’ Senior Associate & Technology Practice Lead, Joeseph P. Naughton-Travers

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.

Optimizing Home-Based Services With Technology—The 21st Century Cures Act, Electronic Visit Verification, Route Mapping & More

Topical Case Study

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

In this session we will cover

  • The 21st Century Cures Act
  • Electronic Visit Verification systems
  • Meeting the requirements of the 21st Century Cures Act & EVV in a hybrid service delivery model.

Ken Dales

Ken Dales is Chief Information Officer at The Arc Mid-Hudson based in Kingston, New York. While earning a master's degree in Aeronautical Engineering at Rensselaer, he began part time work at a community residence for children. Part time work evolved into afull-time career in health and human services organizations. Initially working in program management and administration, he began to guide organizations through the adoption of computer technology and the application of data-driven quality as the field evolved into the technological era.

Sherry Tucker

Sherry Tucker began her career at WellLife Network in a consulting position in 2010. Sherry helped lead the effort to bring the organization to a place of financial stability. Accepting the Chief Financial Officer/Senior Vice President position in 2015, Sherry was instrumental in coordinating the efforts to rebrand WellLife Network. She is setting a strategy to continue to grow and strengthen the organization. On July 1, 2018 Sherry assumed the responsibility of CEO of the Agency. Today, WellLife Network, one of the largest regional behavioral health nonprofits in New York City and Long Island, provides life-changing services to some 25,000 vulnerable individual and families in our area.
Earning a degree in Business from Indiana University, an MBA from the University of South Florida and becoming a CPA early in her career, Sherry has held a number of senior management positions in a variety of for-profit and nonprofit organizations.

Sarah Elliott

Sarah Elliott brings over 10 years of experience in the health and human services field to the OPEN MINDS team, with expertise in gerontology, long-term and transitional care, and marketing and referral development.

Prior to joining OPEN MINDS, she served as the Director of Transitions of Care for Vivage Senior Living. In this role, Ms. Elliott facilitated the implementation of care coordination and transitions of care strategies with over 30 nursing facilities. She also created and implemented discharge policies and best practices in skilled nursing facilities, assisted living facilities, senior living communities and hospice settings. Ms. Elliott worked closely with multi disciplinary teams on program development and management of those living with behavioral health challenges, and complex care needs.

Ms. Elliott was also responsible for marketing and communications in this role. She served as both writer and editors for proposals and helped manage the organization’s social media campaigns; and was a vital member of the innovations team.

At Vivage Senior Living, Ms. Elliott also served as the Social Services Director & Memory Care Program Director. In these roles, Ms. Elliott served on the leadership team and was responsible for multiple departments. She developed end-of-life programs, memory care programs, and aromatherapy and wellness programs.

Prior to her role as Social Services Director and Memory Care Program Director, Ms. Elliott served as an Activities Director for Vivage Senior Living. Ms. Elliott created, documented, and implemented personalized plans of care.  She also planned and lead individual and group activities and worked closely with several departments to ensure residential care needs were met.

Over the past four years, Ms. Elliott has been a member of the Strategic Action Planning Group of Aging in the state of Colorado, serving on the executive committee. This governor appointed group focuses on creating a comprehensive strategic action plan on aging.

Ms. Elliott received a Master of Arts in Gerontology from the University of Southern California. Ms. Elliott additionally earned a Bachelor of Arts in Theatre from James Madison University.


11:45 am - 1:00 pm PT

Consumer-Focused Technology For Better Consumer Experience & Engagement

Topical Case Study

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

In this session we will cover:

  • Understanding the categories of consumer-facing technologies
  • Technologies that are being used
  • How organizations are using technologies currently in their organizations

Anna Lindow

Anna has had a lifelong passion for mental health, and she founded Brave Health to expand access to the types of care that have helped her since adolescence. Prior to Brave Health, she was an operations executive at General Assembly, a global organization that helps adults gain new technology skills. There, she led a team that quintupled the business in 3 years, and has since grown it to 30 locations serving over 70,000 students. Anna has a B.A. from Columbia, a graduate certificate in Addiction Recovery from the University of Florida, and an M.S. in Psychology from Walden University.

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.

Jason Lippman

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

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

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

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

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

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

Going Hybrid—The Process & The Technology For An Integrated Virtual, In-Home & In-Clinic Service Model

Best Practice "How To"

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

In this session, we will cover:

  • Models of hybrid service delivery
  • Technologies that will support hybrid models clinically, fiscally, and analytically
  • Sustainability in the new normal

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.

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.

It Takes More Than Wifi: Technology’s Role In Home Care

Knowledge Partner Sponsored By Netsmart

“There’s no place like home.” While Dorothy referred to Kansas, more and more consumers feel the same when talking about where they receive their healthcare. As your organization and providers make the shift outside your four walls, there’s a lot to comply with and coordinate with home care delivery. Join your peers and Netsmart as they work to help you navigate this developing expectation and learn about how it will take more than wifi to get you there. Attendees will:

  • Understand the prevalence of home care and its impact on quality and staff
  • See the benefits and challenges of receiving and delivering more care at home
  • Get strategies to improve care delivery at home, including right-fit technology
  • Learn how at-home care creates opportunities, including effective operations and staffing
  • Hear from peer experience, including what they’ve tried and where they’ve found success

Afterward, you may just find yourself clicking you heels together three times – sharing the same sentiments as heard in the “Wizard of Oz.”

Carol Clayton, Ph.D.

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

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

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

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

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

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

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.

Neal Tilghman

As General Manager of Integrated Care, Neal Tilghman endorses a client focused and strategic market model around Netsmart’s solutions with a keen awareness of the current state of behavioral health, addictions treatment and physical health, while maintaining a forward-looking approach as to where our clients need to be and how we get them there with the appropriate technology. As an advocate of integrated care and its inclusion of addictions, Neal promotes whole-person care as the best means to improve patient care, achieve better outcomes and reduce costs. Neal completed his graduated studies at East Carolina University and has 30 years of experience in behavioral health.

Moving To A Next Generation Web Site—The Objectives, The Plan & The Technology

Best Practice "How To"

It is ever more important for your organization to have a website that helps your consumers keep pace with all their digital health options. Websites must be kept current as new services and providers enter the market at great speed. Services must be easy to find and clear about how your organization can fill a service gap. In this session we will cover:

  • Best practices in organizing your content - content is king!
  • The importance of making your web site consumer experience the most compelling
  • Steps in web site evaluation and improvement

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led dozens of strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the health and human service field.

In addition to his work in the consulting practice, Mr. Snyder has executive responsibility for the marketing, web site, public relations, and sales divisions of OPEN MINDS.

Mr. Snyder has been instrumental in developing cutting edge content marketing programs for OPEN MINDS customers.  He is able to translate branding and marketing positioning strategy into market-sector appropriate content campaigns.

In addition, Mr. Snyder brings broad knowledge of content campaign platforms.  His work includes leverage of traditional print media and printed educational material.  He has designed educational curriculum outreach – in on-site formats and synchronous and asynchronous web-based curriculum models.   In his work, he has designed dozens of web sites to support content campaigns – and worked with them from conceptualization, design, development, and launch.   He has lead the development of multiple-platform social media campaigns, customized apps, YouTube channels and podcast initiatives.

Mr. Snyder has spoken a numerous conferences and has published dozens of articles and resources on the growing importance of marketing and online branding in the new consumer-driven health and human service marketplace.    He developed OPEN MINDS marketing planning and web marketing curriculum.   In addition, he created OPEN MINDS assessment of organizational online presence.

Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple government agencies and provider organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. While completing his degree, Mr. Snyder also worked as a web developer and website manager —specializing in search engine optimization.

Mr. Snyder is a graduate of  Shippensburg University where he earned a Bachelor’s Degree in both marketing communications and business management.

Laird Sapir

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

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

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

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


1:00 pm - 2:30 pm PT

Lunch On Your Own

Networking

Lunch

What Are Health Plans Doing To Manage Behavioral Health Across The Population: Results From The New OPEN MINDS National Survey

Lunch & Learn Sponsored By Otsuka Market Access

Health plans are challenged with addressing the behavioral health needs of their members – and the effects of behavioral health conditions on health care utilization. Health plan members have distinct needs for behavioral health services – from those with mild and moderate mental illnesses seeking care on-line and through primary care practices, to consumers with co-occurring chronic conditions including behavioral disorders, to consumers with serious mental illnesses and addictive disorders in need of intensive interventions.

How are health plans addressing these needs? And what are they doing to address the rise in demand from the pandemic, the need for whole person care models, and the emerging new pharmaceutical agents and technologies for care delivery? Find out in this information-packed session based on the latest national survey of U.S. health plans conducted by OPEN MINDS.

Join us for this lunch and learn where we will discuss these and many more findings and tie them directly to what our experts at OPEN MINDS see happening in the field. We want to hear stories and questions from you as well as we hope the review of the major behavioral health trends spark insight into the effects on your organization. Equipped with the information you can better plan for the future.

Along with lunch, OPEN MINDS will supply free copies of our Executive Summary to anyone that attends. On the back of those you can download for free or request a free copy of our 130-page book packed full of information valuable to anyone working in the behavioral health space.

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.


2:30 pm - 3:45 pm PT

Data Security: Why Every CEO Needs A Security Plan & How To Develop One

Best Practice "How To"

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

In this session we will cover:

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

Sharon Hicks

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

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

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

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

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

Laird Sapir

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

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

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

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

Technology Budgeting—The What & The How

Best Practice "How To"

Technology isn't just about your organization's EHR. Technology is about the operations of your entire organization and how leaders compete externally. There are so many new considerations at this point in the marketplace--not just billing and documentation. Leaders need a complete solution.

In this session we will cover:

  • Assess the scope of your organization’s operations from data mining, consumer portals, collection of external information and others
  • Determine what you need to compete and grow in your environment
  • Understand the impacts in a value-based world
  • How do you pay for it and get the best ROI

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.

Carol Clayton, Ph.D.

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

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

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

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

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

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

A Tale of Two Providers: Implementing AI Documentation Tech to Drive Revenue & Staff Productivity

Knowledge Partner Sponsored By Remarkable Health

Remarkable Health Logo

The health and human service providers face many daily obstacles from turnover, onboarding of staff and increasing documentation requirements, to name a few. For decades, organizations have been reaping positive benefits of their EHR system, but today new opportunities are emerging for layering AI technology on top the EHR as a way of amplifying your staff. Learn what the top hurdles are for organizations, how you can use AI technology to tackle these challenges, and what benefits your organization will experience. During this session, you’ll hear from industry executives who share key learnings and best practices on seamlessly layering on AI documentation tools that have helped them successfully accelerate staff onboarding time, improve quality of documentation, reduce costs and increase revenue per employee.

In this session, we will cover:

  • The top staff productivity opportunities that innovative providers are addressing
  • The framework agencies are using to assess the strategic and cost/benefit of potential AI “enhancers” to the EHR
  • Best practices approaches for implementing and layering new technologies on top of an existing EHR platform
  • The key performance results from leveraging AI products

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.

Sue Amero

Sue began her career with the Maine State Department of Human Services as a Medicaid Systems Eligibility Specialist. Then worked at the University of Maine at Orono in the Cooperative Extension’s Family Living Office. I have worked at Wings for Children and Families in Bangor, Maine for over 20 years as the Data Systems Developer and more recently as Operations Manager.

Sue has been involved on many interagency teams involved in the Center for Mental Health System of Care Grants and has presented many times around the country on topics of parent inclusion in development of system and databases, families in evaluation and research, and was a member of the Georgetown University’s National Technical Assistance Center for Children’s Mental Health “Interagency MIS Roundtable” from 2000-2002 in Washington, D.C. Sue has been published in Data Matters, a free publication of the Georgetown University National Technical Assistance Center, and twice published in “Promising Practices,” a series of journals by the Center for Mental Health.

Her passion is in systems development to improve service delivery and documentation flow. Sue believes in social service agencies working together, sharing insights and support with the communities as a whole to promote systems change to improve efficiencies, employee satisfaction, and to ultimately benefit the families we serve.

Mary C. Jones, LCMFT, LCAC

Mary is the President/CEO of the Mental Health Association of South Central Kansas and part time faculty at Friends University in Wichita, KS. She has developed community-based service programs for people with mental illness for the last 25 years. Her professional highlights include housing development for people with severe mental illness and seniors, and opening/expanding outpatient treatment programs including therapy, medication services and treatment for substance use disorders. Mary spent many years as the Compliance Officer of the organization and was instrumental in the adoption and implementation of its EHR. She is President of the Kansas Mental Health Coalition and a board member of the Kansas Behavioral Sciences Regulatory Board. She is a Licensed Clinical Marriage and Family Therapist and a Licensed Clinical Addiction Counselor

Peter Flick

Peter is the Founder and CEO of Remarkable Health, a Scottsdale based software company for the behavioral health and human services industry. In 2014, Peter created an investment vehicle to pursue the idea of Remarkable Health, and in 2015, led the acquisition of ClaimTrak, an EHR software pioneer for the behavioral health industry. Post-acquisition, the company launched and enhanced CT|One, a fully integrated EHR. Then in 2021, the company launched Bells.ai, the first virtual clinical documentation assistant for the behavioral health and human services industry.

Previously, Peter co-founded Relay Network, the leading mobile consumer engagement platform for the commercial health insurance industry. At Relay, Peter held early roles as CFO and then VP of Product. He managed the product and technology team, released several products, is an inventor on a mobile communication patent, and led $18M in venture financing.

Earlier in his career, Peter worked at Spectrum Equity Investors in Boston, a $4 billion private equity firm focused on investing in technology and healthcare service companies. Before Spectrum, Peter was an analyst in the Leveraged Finance Group of Citigroup and served as an analyst at Graham Partners.

Peter graduated from Villanova University with a Bachelor of Science in Business Administration, where he played Division 1 lacrosse, started and managed an industrial cleaning company (while attending night school), and co-founded the Villanova Entrepreneurial Society.

Currently, Peter lives in Scottsdale with his wife and three children.


2:45 pm - 3:45 pm PT

Position Control: Your Solution For Achieving Operational Excellence For A Sustainable Future

Product Demonstration Sponsored By DATIS

Organizations like yours are facing more demand for services than ever before. Yet, scaling operations is a core challenge for many human services leaders. Discover how Position Control can enhance workforce visibility so that you can achieve operational excellence for a financially sustainable future. In this live tour of our HCM solution, we’ll explore key steps for strategically organizing and allocating staff using Position Control to help your organization deliver on its mission.

Dylan Kane

As an Account Executive at DATIS, Dylan is passionate about building partnerships with human services organizations and helping them find workforce management solutions that perfectly suit their needs. Dylan enjoys connecting with industry leaders and sharing his software expertise to offer a new perspective on how organizations can accomplish their goals now and in the future. Dylan is also an avid football fan, fitness enthusiast, and puppy aficionado.

Jason Lippman

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

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

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

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

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

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


4:00 pm - 5:00 pm PT

Technology & Data, Maximizing Value, & Value-Based Reimbursement – The Health Plan Framework & The Provider Tools To Optimize Reimbursement

Panel Discussion

The financial underpinnings for health and human services is changing. “Flexible” funding in form of government aid or grants has dwindled considerably. Medicaid and Medicare managed care reimbursement is moving away from fee-for-service to a focus on value-based fee arrangements. Sustainability will be founded in value-based contracting. In this session we will cover:

  • How a health plan defines value—what is the vision?
  • Ways to partner with a health plan to achieve that vision of value and demonstrate success
  • Actionable data and technology that is used to improve quality of service, measure value, document success

Carol Clayton, Ph.D.

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

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

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

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

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

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

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.


5:00 pm - 6:00 pm PT

Executive Reception & Networking Session

Networking

Grab a beverage and unwind with our faculty, attendees and guests, as well as OPEN MINDS team!


7:30 am - 8:30 am PT

Executive Networking Breakfast

Networking

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


8:30 am - 9:30 am PT

Unlocking Value Through Integration & Technology – Meeting Individuals & Families Where They Are

Keynote Address

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

In this session we will cover:

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

Joseph Lee, MD

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


9:45 am - 10:45 am PT

Thought Leader Discussion With Dr. Joseph Lee, President & Chief Executive Officer, Hazelden Betty Ford Foundation

Thought Leader Forum

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

Paul M. Duck

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

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

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

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

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

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

Joseph Lee, MD

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

Eliminating 80/20: Lowering Costs While Improving Outcomes & Equitable Care With Success-Focused Artificial Intelligence (SF-AI)

Product Demo Sponsored By OPEEKA

The cost of healthcare is rising, and behavioral health and unmet social need are drivers. Addressing these needs is a priority to reduce healthcare costs, reduce health emergencies, and improve lives, but what does incremental success look like in mental health, behavioral and social care?

This talk illustrates how care systems build a success-focused model to improve equitable outcomes while lowering overall costs of care. Many care systems use artificial intelligence (AI) to predict risk, but what does it look like to predict how to lower risk, instead? By integrating with existing electronic records, Opeeka’s Person-Centered Intelligence Solution (P-CIS, /pieces/), facilitates the implementation of whole-person, success-focused, person-centered, and collaborative care while tracking trajectories of recovery and resilience. From over 20 years of research, with models in peer-reviewed journals, Opeeka developed Success-Focused AI (SF-AI) that identifies which treatments, tactics, tools, and technology will most likely help a unique person to access and engage in care to reach success. Considering complexity of need, SF-AI predicts what specifically would lower risk for individuals, especially those utilizing a variety of services. When more people reach success, care is more efficient, effective, equitable, and economical.

Dr. Kate Cordell, Ph.D., M.P.H.

Dr. Cordell is a nationwide thought leader for behavioral health technology, integrating data systems to support a whole- person approach to care. She has built models for federal, state, county, healthcare provider and community-based agencies to convert behavioral health and social program data into decisions and decisions into positive outcomes. Dr. Cordell works to identify whether individuals and families are improving during care. She is especially interested in what works for whom. Every person and family have a story, often complex but also sewn with common thread. Dr. Cordell uses longitudinal analysis methods to model the changing patterns in these complex tapestries, hoping to identify common elements of design.


9:45 am - 12:30 pm PT

The California Tech Roundtable – How CalAIM Will Change Technology Needs Of Specialty Provider Organizations

Executive Forum

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. It is intended to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation using value-based initiatives and payment reform. In the multi-year implementation, some of the provisions are slated to go live by January 1, 2022 and the final provisions are projected to go live by 2027. California’s transformation includes leveraging lessons learned from the state and counties Whole Person Care, Health Homes Program, and Coordinated Care Initiative, through integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. Beginning January 1, 2022, the managed care Medi-Cal health plans will implement new contracts with specialty provider organizations to deliver Enhanced Case Management and In Lieu of Services for adult SMI populations.

In this OPEN MINDS exclusive invite-only session for California specialty provider organizations, we will learn the technology provider organizations will need to successfully provide services under these new managed care contracts, value-based reimbursement, and for the years to come.

In this session we will cover:

  • CalAIM And The Impact On The Role Of Specialty Provider Organizations
  • Technology Functionality Check List
  • Best Practice Approach To Budgeting And Selecting New Technology

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.

Kim Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals.  Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


11:00 am - 2:00 pm PT

The Complexities Of Managing Whole Person Care: What It Looks Like & Why It Is Important?

Executive Forum Sponsored By NextGen Healthcare

Whole Person Care, Integrated Care, Full Spectrum Care, each of these phrases are being used more and more in discussions about how to best address the challenges to the United States healthcare system. The aftermath of the pandemic, the increase in demand for mental health and substance use services, the stress on the existing hospital systems, staffing shortages, and more, have already created significant stress on the health care delivery system. As these challenges continue, the importance of having a full spectrum of data in order to improve care grows.

In this exciting Lunch and Learn session, the participant will learn more about the pressures on the health care system and view of the one model that has demonstrated significant value in breaking down the barriers to care.

In this session we will cover:

  • Understand how full spectrum care can help to redesign health care delivery in the United States
  • Define Full Spectrum Care/Whole Person Care
  • Identify the role of technology, including interoperability, data management, and analytics, in successful full spectrum care

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.

Jerold Greer

Jerold Greer has been a thought leader in Behavioral Healthcare Information Technology for over 3 decades.  In 2004, Jerold, as the Chief Information Officer, became a founding management team member that formed Daymark Recovery Services, a CCBHC organization that has grown to serve 50,000 patients annually through over 25 outpatient/walk-in centers, 6 inpatient crisis programs, 5 mobile crisis teams, along with several ACTT, PSR, Residential and Intensive In-Home teams.  Through the last decade, Jerold’s teams have focused on continually defining and redefining Electronic Health Record workflows that make medically-centric Meaningful Use systems more Behavioral Healthcare friendly.  This 3-stage, multi-year effort has yielded $ 3.2 million in receipts through the Meaningful Use program, earnings that have permitted continual reinvestment to maintain Behavioral Healthcare Heath Information Technology parity with hospital-based systems, being one of the few Behavioral Healthcare agencies recognized by HIMSS as Stage 6 on the 0-EMRAM model, ready for assessment for Stage 7.  Jerold’s team is now laser focused in leading the industry through this decade with Technology-Enabled Whole Person Care Management, already exchanging 10,000s of C-CDAs in real time on a monthly basis across his organization’s patients’ healthcare ecosystem through Carequality, while also leveraging this interoperability for real-time care alerts.

Before joining Daymark, Jerold established and led the Information Technology division of the 1,200+ staff Behavioral Health agency Frontier Health that operates in Tennessee and Virginia.  Here, he developed one of the first Behavioral Healthcare EHRs in the nation in the early 1990s, including real-time alerts and clinical decision support tools.  These efforts allowed his agency to effortlessly and successfully transition into one of the Country’s first Medicaid Managed Care programs, TennCare, an otherwise harsh area in which two thirds of the Tennessee’s behavioral healthcare agencies could no longer operate independently.

Javier Favela

Javier Favela is Vice President of Behavioral Health Solutions at NextGen Healthcare. He is an industry leader that provides integrated healthcare technology solutions to meet the needs of the behavioral and integrated healthcare community. Javier brings over 20 years of accounting and executive leadership specializing in the healthcare and healthcare information technology field. He offers extensive knowledge in new business start-ups and restructuring of existing businesses to further strategic initiatives and maximize organizational profitability.


11:15 am - 12:30 pm PT

Making Analytics Work For Strategy & Sustainability—The Metrics, The Dashboard & The Management

Best Practice "How To"

Behavioral health service provider organizations must make an economic argument to underscore the value and importance of their services. The economic argument is often critical to securing contracts and sustainability for your organization, yet, this argument is often hard to document in terms of relative value. How do you determine the best metrics for telling your value story? How do you determine and track savings? What does it mean for securing value-based contracts? In this session we will cover:

  • Determining and selecting metrics tied to strategic goals
  • Finding the right data and tracking it
  • How to make the economic argument with documented return-on-investment
  • How to best use reporting, analytics and dashboarding for metric management and outcomes reporting
  • How to make the economic argument with documented return-on-investment

Carol Clayton, Ph.D.

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

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

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

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

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

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

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.

How Organizations Can Thrive By Becoming Truly Data-Driven

Knowledge Partner Sponsored By Streamline Healthcare Solutions

For Behavioral Health and Human Services organizations the term “data-driven” is more than a trendy buzzword, it’s a business necessity to survive and thrive going forward.

Changing payer expectations and reimbursement requirements, evolving service delivery models, and increasing competitive pressures are among the issues facing behavioral health and human services providers. Simply having data is not enough to meet these challenges. Organizations need to be able to access, organize, and analyze their data in ways that enable them to improve clinical outcomes, operational effectiveness, and financial performance.

This session will address the key types of data behavioral health and human services organizations need to access, how to develop and analyze important metrics based on the data, how to use data analysis to drive organizational improvements, and key considerations in becoming a truly data-driven organization.

Learning Objectives

  • Discuss the increasingly important role data will play in the future of behavioral health organizations.
  • Learn the metrics that will be crucial to organizational success and how to develop them.
  • Learn the best practices that behavioral health and human services providers have used to turn data into information and information into insights.
  • Identify and overcome the roadblocks to becoming a data-driven organization.

Katie Morrow

Tim Pratt

Jason Lippman

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

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

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

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

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

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


12:30 pm - 2:00 pm PT

Lunch On Your Own

Networking

Lunch


2:00 pm - 3:30 pm PT

Technology Strategies To Address The Workforce Shortage—Emerging Practices

Best Practice "How To"

Workforce shortage is a front and center issue for executive leaders. Reasons cited often include pay scale, scope of practice, geography, and administrative burden. How can technologies help ensure a talented and competitively paid workforce with opportunities to increase competencies and grow within their organizations. Who is out there and how do we bring them in and keep them.

In this session we will cover:

  • Technologies that help to increase employment opportunities in the new service delivery models
  • Ways to keep talent with technology
  • Planning for the workforce and technology for the future

Jason Lippman

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

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

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

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

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

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

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.


2:15 pm - 3:15 pm PT

Improve Performance & Outcomes Today To Prepare For The Future Value-Based Reimbursement Landscape: A Look At Credible EHR’s Business Intelligence & Analytics

Product Demonstration Sponsored By Qualifacts + Credible

Qualifacts and Credible Logo

Value-based reimbursement models and county-defined outcome measures will require a fully-configurable reporting tool providing dashboards and reports to ensure provider organizations are successful in our changing behavioral health and human services landscape.

In this presentation, you will see how Credible’s robust reporting capabilities are enabling behavioral health and human services management teams across the country to analyze staff productivity, performance drivers, and trending data today to prepare them for tomorrow's value-based reimbursement requirements. Angelica Eddleman, Qualifacts + Credible, Vice President of Sales, and Jesse Weidner, Qualifacts + Credible, Solutions Consultant Manager will:

  • Demonstrate Credible EHR's multiple reporting options for providing fully-configurable reporting tools to create custom reports and dashboards, as well as graphical reporting functionality for distribution
  • Present how organizations can leverage their own data for a 360 view of their organization's performance and outcomes to report, analyze, and present visually compelling and detailed graphical information to decision makers
  • Provide real-life case scenarios of a value-based reimbursement model which can be applied to your organization
  • Discuss how Credible EHR will help agencies retain full access to their data and utilize it to make informed decisions to create real change and impact in their organizations for a successful tomorrow

Is your EHR up to the challenge or are you becoming frustrated waiting for them to get up to speed? Join us for this valuable session to learn how Qualifacts + Credible's tried and true Credible EHR is ready to help your organization today.

Jesse Weidner


3:30 pm - 4:00 pm PT

Raffle Prize Drawing In The Institute Exhibit Hall

Networking

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led dozens of strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the health and human service field.

In addition to his work in the consulting practice, Mr. Snyder has executive responsibility for the marketing, web site, public relations, and sales divisions of OPEN MINDS.

Mr. Snyder has been instrumental in developing cutting edge content marketing programs for OPEN MINDS customers.  He is able to translate branding and marketing positioning strategy into market-sector appropriate content campaigns.

In addition, Mr. Snyder brings broad knowledge of content campaign platforms.  His work includes leverage of traditional print media and printed educational material.  He has designed educational curriculum outreach – in on-site formats and synchronous and asynchronous web-based curriculum models.   In his work, he has designed dozens of web sites to support content campaigns – and worked with them from conceptualization, design, development, and launch.   He has lead the development of multiple-platform social media campaigns, customized apps, YouTube channels and podcast initiatives.

Mr. Snyder has spoken a numerous conferences and has published dozens of articles and resources on the growing importance of marketing and online branding in the new consumer-driven health and human service marketplace.    He developed OPEN MINDS marketing planning and web marketing curriculum.   In addition, he created OPEN MINDS assessment of organizational online presence.

Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple government agencies and provider organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. While completing his degree, Mr. Snyder also worked as a web developer and website manager —specializing in search engine optimization.

Mr. Snyder is a graduate of  Shippensburg University where he earned a Bachelor’s Degree in both marketing communications and business management.

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.


4:00 pm - 4:45 pm PT

Technology Strategy For Sustainability—EHRs Are Just The Start

Keynote Address

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

In this session we will cover:

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

Monica E. Oss

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


9:00 am - 12:30 pm PT

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

Executive Seminar Sponsored By Qualifacts + Credible

Qualifacts and Credible Logo

Virtual Only

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

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

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

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

Sharon Hicks

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

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

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

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

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


9:00 am - 12:30 pm PT

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

Executive Seminar

Virtual Only

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

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

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

Ken Carr

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

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

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

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

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

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

Sharon Hicks

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

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

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

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

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