Professional Experience

O'Connor Hospital /Daughters of Charity Health Systems(DCHS), San Jose, CA

*/**-

Present

Director Clinical Informatics

. The Clinical Informatics Dept for O'Connor Hospital is a new

department. Designed the structure and organization of the

department. This model will be the standard for all DCHS Clinical

Informatics Departments for all DCHS hospitals. Coordinate with

hospital support departments, nursing, medical staff leaders and

ancillary departments, evaluating the feasibility and implementation

for making system changes to support process redesign. My department

supports processes and standards related to clinical systems

developing the Clinical System model/initiative for all DCHS hospital

sites.

. Providing system implementation support planning from pre-planning

strategies, communication, testing, and training with go-live with

follow-up support for the end user. This included the design for the

New Hire and Student Training program structure post implementation.

. Providing clinical user support, design and enhancement research and

programming support of the end product. Coordination of nursing,

pharmacy, ancillary, respiratory and physician support and

communication/change management.

Accomplishments:

. October 2010, successfully implemented the Clinical Documentation /

eMAR and Physician View(partial COPE) for O'Connor Hospital and the

model will be used for 4 remaining hospitals to be brought up on the

emr system.

. Use of Prosci Change Management Model. Adoption survey prior to

implementation: 86%. 100% Physician adoption at go-live.

. Provided strategic analysis of O'Connor Hospital's EMR implementation.

As a result asked to be on the DCHS Corporate Task Force for the

American Recovery and Reinvestment Act (ARRA) Meaningful. Analyzed and

provided the initial O'Connor assessment for phase 1 compliance which

is being utilized for the mitigation planning for EMR development of

all DCHS hospitals. Currently assessing the development of measurement

criteria and monitoring.

. Developed the end user support model with the healthcare information

technology department to support and advance O'Connor/DCHS critical

information system capabilities. This has provided DCHS with a

structured model that will now be implemented at all DCHS hospitals.

This included (s) implementation strategy for the EMR, BCA (bar code

administration), BMDI (bedside monitoring device interface), CPOE, and

integration of disparate vendor systems to promote patient safety and

this will be a key deliverable for ARRA Meaningful Use.

. Designed and implemented the Change Management model for "the people

side of change" that ensures the success for project implementations

and processes after go-lives. This communication/marketing plan

is/was successful and is now being adopted by the DCHS.

. Assumed responsibility for assessing, planning, implementing and

evaluating the internal systems/process to ensure that they will

enhance the hospital's ability to provide outstanding patient care.

Designed the System Change Management Process and communication

methodology for User knowledge transfer as well as user requests and

enhancements for O'Connor Hospital for all departments. This process

will be utilized system-wide at all DCHS hospitals and established the

new legal medical record as it relates to the EMR.

. A key role within the hospital involves working with management of all

departments in the design of reporting processes for the tracking and

monitoring quality, service and financial benefits and metrics.

Providing the collaboration necessary among all departments that will

allow for a system ability to measure processes to evaluate the

success, intervention process and development of actionable

intervention plans related to our EMR.

. Lead the HIMSS EMR reconciliation process. Provided the definitive

Legal Medical Record - in absence of the HIMSS Director position

vacancy. This allowed the project to stay on track and produce

necessary deliverables.

Palo Alto Medical Foundation (PAMF), Sutter Health [Sutter], Palo Alto, CA

10/08 - 3/10

E HR Manager -EPIC Ambulatory (Inpt Support)

. Provided leadership relative to managing the patient experience,

affordability, enhancements and Innovation process through

management/enhancement of our EPIC EHR for over 2500 staff, of which

525 are MD's within Palo Alto Medical Foundation and collaboration

with the Inpatient and other ambulatory affiliates within Sutter.

. Personally collaborate closely with Physician Champions, Sutter

corporate and PAMF IT and Clinical leadership to provide joint

leadership in directing innovation and clinical optimization efforts

related to clinical enhancement and workflow innovation.

. Management of the entire project life cycle for Clinical Information

System initiatives and implementation with the goal of an integrated

clinical health system including health & wellness /PHI/disease

management.

. Responsible for planning and managing multiple medium to large

projects using resources to deliver:

Accomplishments:

. Responsible for the development and delivery of the E HR Clinical

Training for MD/Staff, optimization of ongoing clinical training,

clinical operational projects, project implementation support and

clinical enhancements.

. Excellent leadership skills promoting collaboration and managing

physician/nursing/staff and IT team corporate relationships. Clinical

knowledge and expertise executing local and regional strategies based

on affiliate and national priorities, managing multiple projects, and

cultivating relationships with key stakeholders.

. Within 5 month into the position, successfully transitioned the entire

Palo Alto Med Foundation Help Desk function to Sutter. This project

had been stalled for over 2 years.

. Successfully lead the e-prescription and later the discrete sig

implementations which required a system wide collaboration. As a

result Palo Alto met the maximum for the allowable incentive payment.

. Produced the initial design for the Innovation Center that was

ultimately approved by Sutter.

Eclipsys Corporation, El Camino Hospital, Mountain View, CA 05/08-

10/08

IT Clinical Project Manager

. Operations problem management with C level administration, clinical

managers, ancillary, procedural, nursing directors and physicians for

all service lines.

. Lead professional groups and serve as the liaison between Information

Systems, the health system, the vendor, and hospital sponsors. Manage

the entire project life cycle for Clinical Information System

implementation initiatives for an integrated health system and will be

responsible for planning and managing multiple medium to large

projects using resources from IS, clinical, and vendor teams.

. Strong leadership skills with significant direct interface with

clients at all levels within the organization having essential

responsibilities to manage the customer relationship and resolve

customer issues. Develop and maintain project plans and all associated

written documentation tied to the projects. Manage and control project

and project delivery teams to assure that project deadlines are met,

escalate issues for appropriate and timely resolution.

Accomplishments:

. Analyzed and organized the El Camino Soft Med Lab Project to bring it

back on time and within an adjusted budget. This project was more

than a year behind and did not have a defined scope. The project did

ultimately come in on time and on budget.

Banner Health-Banner Baywood & Banner Heart Hospital, Mesa, AZ

06/06 to 5//08

RN Clinical Informatics SR Manager, Corporate Care Transformation Dept.

-Cerner

. Corporate level system wide responsibility for development of the Care

Transformation process and EMR/EHR implementation strategy and

deployment for a 20 hospital system. Utilized Organizational & Change

Management methodologies to provide leadership at the administrative,

system and facility levels that included the Banner Care

Transformation Vision in design and application of Clinical, Ancillary

and Procedural Inpt. and Outpt. workflow process teams for the

development for the design, data management, and related processes.

. Responsible for the coordination and execution of all activities and

projects related to implementation of care transformation at their

facility, including formation of facility workflow teams, the

reporting of team activities, timelines, and accountability for

problem solving.

. Provided Clinical user support of the EMR and implementation training

as well as New Hire Orientation training.

Accomplishments:

. Successfully lead the implementation of Cerner Clinical Documentation

and eMAR for a simultaneous 2 hospitals- one a 111 Specialty Heart

Hospital and a 450+ bed Medical center. This involved separate and

shared ancillary systems. Post implementation corporate feedback:

Congratulations on a "flawless" go-live/build.

. Lead the Baywood Campus Senior Leadership Steering Committee comprised

of the dual CEO's, CMO's, CNO's, Dept Directors (ad hoc)/

Communication & Organizational Development Depts. Successfully

standardized the operational and clinical process for the campus

allowing for streamlined workflows which maximized deliverables and

streamlined FTE support for the new EMR.

. Lead on DRG/POA Project for appropriate Documentation and

Reimbursement that meets State and Federal requirements.

. Developed and successfully provided the training program for over 2500

employees and physicians. Nursing/Ancillary/Procedural Workflow & IT

system coordination. Collaborated with the HR dept to restructure the

new hire orientation. Streamlined the process to 1 week and this was

accepted at the corporate. Banner model for all hospitals.

. Integrated workflows with non Cerner applications i.e. IPR-OB, IBEX

(ED product), WITT (Cath Lab product). Including Order sets and

workflow development with ED CMO and Physician SME where necessary.

. Effective liaison between the campus and system implementation teams

and corporate system teams. Focus on analysis of the impact of

information technology in clinical work processes. (Reference below:

Ten years of Clinical Experience- invaluable in establishing

credibility and in working effectively to facilitate change.) Managed

the Change Management process that successfully motivated Clinicians

to embrace the EMR. Corporate feedback that Baywood's clinician

acceptance was the most positive to date.

. Provided project management in the implementation and maintenance of

various clinical information (IT) systems, and system initiatives

relative to Care transformation/ Organizational Development /Change

Management & ROI/Benefits Realization. Ensured the systems meet user

requirements and are installed according to a plan and achieves

critical outcomes. Customized the IT reporting to meet Quality/Core

Measures Initiatives/Best Practice.

American Family Insurance National Headquarters, Madison, WI

08/03 to 06/06

Administrator Medical Services, RN

. Provided leadership, technical and expert guidance to the Claim

Division and Medical Services (over 70 RN's). Initiated strategic

development plans specific to relevant process improvement, quality

and productivity models to assure medical cost containment and

improved quality assurance processes.

. Key initiatives: to address legal and bad faith processes related to

medical issues.

. Project management, conducting quality assurance reviews, Inter-rater

process and deliver training to enhance job proficiency and competency

in medical related processes.

Accomplishments:

. Reimbursement administration: Mitchell Medical IT process & e-Bill.

Developed predictive models for analysis of cost drivers of high

profile medical related conditions. Example: Costs benefit predictive

model analysis of DME impact. Result: Demonstrated potential ROI of

$1,000,000 in first year.

. Designed the Corporate Legal Training program for 70 RN's to enhance

deliverables, provide quality controls and design performance metrics.

. Lead the design and implementation of the new IT departmental Quality

Assurance Program that includes tracking, analyzing, reporting, and

problem solving. Designed the parameters and automated the QA

process for the Medical Services Department. Instrumental in the

development of the design parameters for the outcome metrics as well

as the action plan components of the project.

. Lead the design and development of the Coverage and Medical Management

and Utilization Guidelines relative to contract specific and

legislative mandates. Monitor compliance with Corporate and Claim

Division procedures and policies, and contract rewrites. Authored the

American Family Insurance contract rewrite language related to medical

coverage.

Northland Healthcare Alliance, Bismarck, ND

10/01 to 07/03

Director, HCAP Grant

Direct report to president of Northland

. Implemented the Federal HRSA Community Access Program (H-CAP) grant

for the state of North Dakota. Director of Project Management, IT

System coordination. Authored the grant for continuation funding of H-

CAP which was approved.

Accomplishments:

. Reimbursement strategy for program: Delivered a ROI in first 15 months

of inception the program of over $2,000,000 for participating

hospitals/clinics.

. Successful grant implementation of an innovative integrated access

program utilizing a clinic/ hospital based enrollment process that

increased access to state and federal public and privately funded

health and social service programs, i.e.Medicaid, S-CHIPS,

pharmaceutical programs.

. Designed the QA process and software IT system parameters that

measured quality and cost- effectiveness of the program that complied

with the federal grant reporting requirements necessary to secure

continuation funding.

. Received next year funding approval due to successful design metrics

and reporting functionality. Passed 2 federal financial/program

compliance audits.

. Procured a health delivery/case management QA software vendor to

evaluate healthcare delivery systems, measured project access outcomes

and allowed for analysis of performance statistics and disparity

identifiers.

. Authored and awarded an H-CAP Department of Transportation (DOT) grant

that facilitated collaboration with federal, state and local agencies

on the development of a transportation module that addressed disparity

and access issues related to transportation.

. Designed a statewide benchmark study that assessed QA appropriate ER

usage and its impact on delivery of healthcare and the economic impact

related to healthcare facilities with the University of North Dakota

School of Medicine.

. Collaborated with other federal grantees, i.e. Robert Wood Johnson

Covering Kids and Families, State Oral Health Dept. on expansion of

the health and pharmaceutical access program statewide. Developed the

strategic marketing plan, i.e. Multi-focused Media, Multi-cultural

brochures, heath fairs, and a video showcasing community economic

impact.

. Requested to be a Consultant for the H-CAP programs in Montana, Idaho

and Alaska.

. Presentations were given in Washington, D.C., the University of North

Dakota School of Medicine Department of Rural Health and the Northland

Board of Director's.

. Chair H-CAP Board/Steering Committee for the HRSA grant program. State

government

Blue Cross Blue Shield of North Dakota, Fargo, ND

6/99 0to 07/00

Manager Medical Review & Audit

Direct Report to AVP of Finance

. Reengineered the Pre-certification, Utilization, Medical Review & the

Audit Departments which resulted in more streamlined utilization of

resources and improved productivity. Coordinated case management and

medical director (CMO) involvement to integrate process improvement

strategies utilizing an improved cost impact analysis process.

Accomplishments:

. Successfully designed and developed a QA cost analysis/production

predictive model that brought DRG validation process in-house

resulting in an estimated yearly saving of $750,000 per year.

. Maximized CPT/Review criteria. QA oversight on URAC accreditation

review. Developed enhancements to medical reviews, audit and the pre-

authorization methodologies that resulted in more cost effective

policy and procedures.

. Facilitated an innovative collaborative policy process with

hospitals/clinics to proactively resolve medical policy and related

claim/CPT&HCSPC coding reimbursement issues. Coordinated the vendor

selection proposals for the medical access/quality audit review

system. Goal: Consistency of cost containment and medical practice

review models.

. Presentations were provided to internal and external customers, at the

corporate statewide BCBS Healthcare Symposiums. Successfully

integrated resources and work process into the existing case

management pre-certification and reimbursement departmental structure

to enhance productivity and process outcomes.

Aetna US Healthcare, Bismarck, ND

09/91 to 05/99

Medical Consultant

. Provided recommendations to the Corporate Medical Director (CMO)

relative to cost savings, utilization and case management criteria on

HMO, Medicaid/Medicare and indemnity products and IT updates.

Accomplishments:

. Conducted analysis of medical necessity review, pre-determinations,

appropriate billing relative to identifying improvements in policy and

procedure, edit customization CPT, DRG, etc; for system enhancements,

clinical relevance and cost impact/ROI.

. Coordinated rebuttals/appeals process with CMO, resolution of

complaints and providing recommendations for policy development.

. Developed internal policy and procedure for claims and case management

departments.

Zuger, Kirmis & Smith Law Offices, Bismarck, ND

08/85 to 08/91

Legal Nurse Consultant (LNC)

. Provided medical consultation for medical malpractice and personal

injury litigation.

Accomplishments:

. Identified medical information on case specific issues. Designed the

LNC Training program for the law firm. Charter member of the American

Asso of Legal Nurse Consultants. Second LNC in the state of N.D.

. Provided extensive medical issue research, interviewed clients,

provided deposition summary, and assisted with exhibit and expert

witness preparation for trial. Designed the new Incident Specific

Chronology Summary used for expert testimony that reduced cost of

review by more than half.

Clinical Experience

Experience with the Clinical design relative to development/customization

of software programs and process improvement. Direct patient care. Consumer

and Provider education relative to HMO system and medical procedures.

Policy & Procedure.

. Bismarck, ND: Cath Lab: Patient education. Cardiac catheterization,

pacemakers and PTCA procedures. Radiology Special Procedure Lab.

Percutaneous stone removal, venous PTCA, etc.

. Group Health HMO of Puget Sound, Seattle, Washington: Outpatient

Consulting & Triage. Nursing Supervisor. Emergency triage, well baby

clinic, independent nursing visits, minor O.R. assist and patient

education. *Provided consumer orientation to the HMO system. *Member

of the WSNA, Quality Assurance Committee, In-service Committee

Coordinator and co-founder of the Consulting Nurses Association.

. Mills Memorial Hospital, San Mateo, California: Clinical Nurse

Specialist Pediatrics. Implemented the cardiac monitoring program.

Developed the juvenile diabetes program. Direct patient care. Member

of the ACCH.

. Certified Critical Care R.N. - ICU/CCU. *Float experience in

orthopedics, obstetrics, nursery and medical/surgical.

. St. Francis Hospital, San Francisco, California: Charge nurse.

Telemetry and medical surgical unit. Responsible for direct patient

care and supervisory duties.

. St. Josephs Hospital, Denver Colorado: Rehabilitation Assistant Charge

Nurse and Post coronary unit relief charge R.N.

Education

. Masters Healthcare Administration - University of Madison

. Master's Certificate in Project Management - University of Wisconsin

School of Business

. Bachelor of Science Nursing - Minot State College

. Fraud Claim Law Specialist - American Educational Institute, Inc

. Project Management experience- Eight years

. Acute and Clinical experience - Ten years

. Legal Nurse Consulting - Ten years

. Insurance Healthcare & Personal Injury - Twelve years

. Member: American Association of Legal Nurse Consultants

. Member: American Nursing Informatics Association

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