Acute Care Case Management

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Joel Alberto, RN, BSN, MBA

***** ****** **** *** ****

Escondido, CA 92026

H: 858-***-****

E-mail:************@*****.***

Education

June 1987 Associate of Science Degree in Nursing, Palomar College, San Marcos, California March 2002 Bachelor of Science in Nursing, University of Phoenix March 2005 Master of Business Administration, University of Phoenix Experience

January 2025 – September 2025

The Pavilion at Ocean Point

Position: Director of Nursing

• Provides clinical and administrative direction/oversight to clinicians (including RNs, LVNs, CNAs)

• Facilitate a cohesive work ethic between Nursing, Rehab, Social Services, Activities, Case Management, Admissions/Marketing Team, & Physician Staff

• Promote employee engagement through education, effective & respectful communication, and well-known expectations regarding productivity, conduct, and job performance

• Encourage and facilitate appropriate and timely clinical documentation that accurately reflects care

• Support and reward efforts towards QA Interventions, Quality Measure improvements & an emphasis on Patient Safety

October 2023 – December 2024

Somerset Sub-Acute and Rehab

Position: Director of Nursing

• Provides clinical and administrative direction/oversight to clinicians

(including RNs, LVNs, CNAs, and Respiratory Therapists)

• Responsible for all aspects of managing care and services provided in the Sub Acute Unit (up to 42 tracheostomy/ventilated patients)

• Maintain the facility’s 5-Star rating by facilitating the compliance to the Quality Indicators

• Promote Employee Engagement through open communication with staff and facilitate transparency regarding clinical goals, expectations, and conduct

• Ensures that clinical practice is in accordance to policies/procedures, state, and federal regulatory bodies

• Sustains quality assessment/performance improvement activities

• Identifies, addresses, and reports deviations from safe practice 2

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• Works collaboratively with the Interdisciplinary Team to optimize patient care, clinical efficiency, and resident’s well-being

• Ensures and facilitates the compliance with orientation, training and on- going education requirements of staff

Ensures appropriate staffing levels are achieved according to Medi-Cal Sub-Acute Requirements January 2023 – September 30, 2023

Lakeside Special Care Center (Behavioral)

Position: Director of Nursing

• Provides clinical and administrative direction/oversight to clinicians,

(including RNs, LVNs, CNAs)

• Provide input regarding recruiting, hiring, counseling, coaching, evaluating, and terminating staff for department as per facility policies and procedures. Makes recommendations for terminating as appropriate (to HR, Administrator).

• Provide oversight and collaborates with IP to ensure that CDPH Guidelines are enforced with regard to new admissions, quarantine duration, infection prevention practices and staffing requirements.

• Provide oversight and direction to ensure compliance towards timely and accurate clinical documentation.

• Provides professional management skills to state and federal survey process following up with writing and implementing plans of correction.

April 2022 – December 2022

La Mesa Health Care Center

Position: Director of Nursing

• Responsible for recruiting, hiring, counseling, coaching, evaluating, and terminating staff for department as per facility policies and procedures. Makes recommendations for terminating as appropriate (to HR, Administrator).

• Coordinates resident admissions, transfers and discharges with other departments and community agencies.

• Provides professional management skills to state and federal survey process following up with writing and implementing plans of correction.

• Provides direct oversight and involvement regarding resident complaints and issues.

• Provide collaborative direction towards comprehensive PCC (Point-Click-Care) documentation in efforts to support MDS/PDPM submissions.

• Coordinate and ensure clinical care and documentation accurately correspond with MDS submissions.

• Provide oversight and direction to ensure compliance towards timely and accurate clinical documentation.

• Works closely with the Medical Director and other consultants to provide geriatric health 3

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programs and services.

• Provides oversight and direction to clinical staff regarding patient care, medication administration, documentation, 2567 Plan of Correction, interventions related to resident complaints and issues.

• Works closely with the Medical Director and other consultants to provide geriatric health programs and services.

• Provide oversight and coordinates COVID-19 efforts with Infection Preventionist (IP) regarding testing and result dissemination for residents and staff.

• Provide oversight and collaborates with IP to ensure COVID Zones are enforced with regard to new admissions, quarantine duration, and staffing requirements as per CDPH Guidelines.

Nov 2021 – April 2022

Village Square Health Care Center

Position: Director of Nursing

• Responsible for recruiting, hiring, counseling, coaching, evaluating, and terminating staff for department as per facility policies and procedures. Makes recommendations for terminating as appropriate (to HR and Administrator). Conducts annual performance reviews of department personnel.

• Provides oversight and direction to clinical staff regarding patient care, medication administration, documentation, 2567 Plan of Correction, interventions related to resident complaints and issues.

• Works closely with the Medical Director and other consultants to provide geriatric health programs and services.

• Participates in payroll scheduling & approval, ordering of supplies in the nursing department

(with assistance/coordination from Purchasing Coordinator), and cost-effective utilization of services.

• Coordinates COVID-19 efforts regarding testing and result dissemination for residents and staff

• Ensures COVID Zones are enforced with regard to new admissions, quarantine duration, and staffing requirements as per CDPH Guidelines.

• Ensures adequate PPE is always available and in-stock. Aug 2021 – Sept 2021

Life Care Center of Vista

Position: Director of Nursing

• Coordinates resident admissions, transfers and discharges with other departments and community agencies.

• Responsible for recruiting, hiring, counseling, coaching, evaluating, and terminating staff for department as per facility policies and procedures. Makes recommendations for terminating as appropriate (to Executive Director).

• Coordinates resident admissions, transfers and discharges with other departments and community agencies.

• Provides professional management skills to state and federal survey process following up with writing and implementing plans of correction.

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• Provides direct oversight and involvement regarding resident complaints and issues. July 2017 – July 2021

Health Center – Casa De Las Campanas

Position: Director of Nursing

• Responsible for recruiting, hiring, counseling, coaching, evaluating, and terminating staff for department as per facility policies and procedures. Makes recommendations for terminating as appropriate (to HR, Administrator and/or Executive Director). Conducts annual performance reviews of department personnel.

• Shares the responsibility for on-call duty with the Clinical Care Coordinator, DSD/Care Coordinator.

• Coordinates resident admissions, transfers and discharges with other departments and community agencies.

• Participates in payroll scheduling & approval, ordering of supplies in the nursing department (with assistance/coordination from Purchasing Coordinator), budget planning and monitoring of fee scheduling/charging for services and cost-effective utilization of services.

• Provides professional management skills to state and federal survey process following up with writing and implementing plans of correction.

• Oversees facility infection control program.

• Actively participates on facility committees, including Health Services, PSST and resident assessment.

• Assists Administration with monitoring and evaluating performance of outside contractors. (therapy, medical record consultants, etc.).

• Works closely with the Medical Director and other consultants to provide geriatric health programs and services.

• Serves as member of Manager on Duty rotation and participates in Leadership Team Meetings.

• During emergencies or other natural disasters, may be required to report for duty as assigned by the Administrator or Executive Director for the duration of the disaster.

• Coordinates COVID-19 efforts regarding testing and result dissemination for residents and staff

• Ensures COVID Zones are enforced with regard to new admissions, quarantine duration, and staffing requirements as per CDPH Guidelines.

• Ensures adequate PPE is always available and in-stock

• Remains compliant with COVID Reporting through NHSN Oct 2012-July 2017

Sub Acute Unit, Villa Pomerado/Palomar Health

Position: Director

Responsibilities are as stated below

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Oct 2008-Oct 2012

Sub Acute Unit, Villa Pomerado/VitalCare

Position: Clinical Manager

• Provides clinical and administrative direction/oversight to 65 clinicians

(including RNs, LVNs, CNAs, and Respiratory Therapists)

• Responsible for all aspects of managing care and services provided in the Sub Acute Unit (up to 36 tracheostomy/ventilated patients)

• Maintain the facility’s 5-Star rating by facilitating the compliance to the Quality Indicators

• Promote Employee Engagement through open communication with staff and foster transparency regarding goals and expectations

• Ensures that clinical practice is in accordance to Palomar Health policies/procedures, state, and federal regulatory bodies

• Sustains quality assessment/performance improvement activities

• Identifies, addresses, and reports deviations from safe practice

• Works collaboratively with the Sub Acute Unit NP to optimize patient care and clinical efficiency

• Ensures and facilitates the compliance with orientation, training and on- going education requirements of staff

• Ensures appropriate staffing levels are achieved according to Medi-Cal Sub- Acute Requirements and Palomar Health labor standards

• Encourages/demonstrates courteous and professional behavior as an example to employees

• Co-facilitates Sub Acute Interdisciplinary Team Meetings

• Participates in system-wide Customer Satisfaction Improvement (Press Ganey)

• Provides oversight and direction regarding the compliance of clinical record documentation according to policies and standards

• With active participation by Human Resources, performs the functions of hiring, terminations, counseling, retention, corrective action, performance evaluations, staff development and training

• Responsible for budgetary management including Annual Budget, Productivity, Non-Labor Expenses, Contracts, and Vendors

• Identifies inappropriately compensated/formerly budgeted entity and facilitates the recovery of funds

• Maintains/promotes cohesive and team-oriented rapport with Villa Pomerado Director of Nursing

• Member of Value Improvement Process (VIP) Acute Care Team that evaluates and approves all equipment and supplies utilized system-wide

• Member of Palomar Health Capital Committee that is charged with the evaluation and approval process of projects/purchases requiring capital funding

• Writes Plan of Corrections for CDPH Self-Reports and Surveys

• Reviews fiscal status of patient accounts with Business Office to ensure accurate and timely reimbursement

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Jan 2008-Aug 2008

Classic Residence by Hyatt, CCRC/Health Care Center Position: Director of Nursing

• -Provided clinical and administrative direction/oversight to over 140 clinicians (including RNs, LVNs, CNAs, Therapists, Hospice Staff, caregivers, and Care Center Department Heads)

• -Responsible for all aspects of managing care and services provided in assisted living, memory support and skilled nursing (up to 116 patients)

• -Reduced overtime utilization by 2% over a two month period

• -Facilitated a team cohesiveness with department heads to enhance efficiency and communication

• -Facilitated open and effective communication between department heads, medical directors, and primary physicians

• -Served as a resource for the entire community regarding residents’ cognitive and functional ability

• -Ensured that gerontology nursing competencies were maintained and developed through formal and informal education programs

• -Supervised resident care; coordinated services given by other care providers

• -Managed practice according to current standards dictated by company policies, and appropriate local, state, and federal regulatory bodies

• -Established and sustained quality assessment/performance improvement activities

• -Identified and reported deviations from safe practice

• -Adhered to policies and guidelines of regulatory agencies

• -Ensured compliance with orientation, training and on-going education requirements of staff

• -Encouraged a courteous and professional behavior as an example to employees

• -Participated in resident and family care planning, education, and counseling

• -Held discussions with and informed residents’ designated agents, as appropriate

• -Used a resident and customer- focused approach to problem solving, goal setting and management philosophy

• -Provided oversight and direction regarding the compliance of clinical record documentation according to policies and standards

• -Communicated with Corporate level resources regarding pertinent resident care issues and as needed-Enacted relevant human resource functions including hiring, terminations, counseling, retention, disciplinary actions, performance evaluations, staff development and training

• -Provided oversight for Memory Support venue programs as needed

• -Incorporated, followed, and enforced standards/policies into all aspects of resident care training, programs, meetings and initiatives

• -Participated in “on call” requirements (24/7)

• -Responsible for protecting and advocating for resident rights 7

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• -Participated in the development of and monitors the operating and capital budgets for Resident Care

• -Reviewed initial and ongoing assessments of residents for appropriate placement within the Care Center

• -Continuously monitored and evaluated staffing ratios and patterns with Scheduling Coordinator in accordance with resident care and services

• -Facilitated teamwork within Resident Care and between Resident Care and ancillary services to promote effective care delivery

• -Participated in sales and promotion of the community Jan 2007-Jan 2008

Maxim Healthcare Services, San Diego, CA

Position: Director of Clinical Services

• -Provided clinical and administrative direction/oversight to over 40 clinicians (including RNs, LVNs, CNAs, HHAs, Therapists)

• -Coordinate effective and appropriate case management of complex patients with primary MD, administrator, and case manager

• -Initiation of Plan of Care and Re-Certification Process

• -Facilitate the timely and accurate communication and documentation is sent to the corporate office

• -Facilitate the incorporation of electronic medical record documentation

(Mckesson computerized charting) with clinical practice by field staff

• -Facilitate the input of accurate data into EMR system by Internal Staff to enable the running of accurate and applicable productivity reports

• -Facilitate effective communication with case managers to ensure timely reimbursement (State funded programs, Medicaid-Cal, third party payors)

• -Review of admission and follow-up documentation within established time frames (24-48 hours for initial and follow-up visits)

• -Review Orientation and Competency Assessment of Clinical Staff

• -Review/update Administrative, Clinical, and Operational policy and ensure that procedural manuals are communicated, utilized, and enforced

• -Ensure that appropriate billing and inventory controls are in place for medical supplies

• -Promotion of patient, family, and/or significant other return to optimal physical and mental health through support and education

• -Facilitate the compliance and participation in the continuing quality improvement and utilization review of organizational services

• -Provide performance reviews and clinical staff development

• -Provide counseling of clinical staff

• -Provide appropriate reporting of incidents, injuries, infection, and all other components of risk management

• -Ensure participation in Fall Prevention, Risk Management, and new program development

• -Initiation and participation in comprehensive Emergency Preparedness Plan

• -Facilitate staff development through in-services and continuing education

• -Ensure that staffing is appropriate with adequate number of qualified 8

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personnel

• -Devote sufficient number of hours to assure quality and adequacy of services provided and supervision of staff

Jan 2006-May2007

Sharp Healthcare, San Diego, CA

Position: Urgent Care Registered Nurse (Per Diem)

• -Responsible for triaging/delivering emergent care to critical patients

• -Provide comprehensive care to all patients

Jun 1995-Jan 2000

VA San Diego Healthcare System

Position: Off-Tour Nursing Supervisor (Intermittent)

• -Responsible for overall hospital operations

• -Frequent monitoring of staffing #’s

• -Resolve conflicts regarding admissions, discharges, staffing, protocol

• -Resource person for entire hospital staff

• -Facilitates coordination between Nursing, Medicine/Surgery Services, and ancillary services

• -Provides direction and leadership during emergent situations, i.e. Annex-D Alert, Codes Blue, Green, Yellow (medical and psychiatric emergencies)

• -Provide clinical support when needed

Position: ER/Urgent Care Clinical Coordinator

• -Manage 26 nursing staff for the Emergency Room, Urgent Care Center, Telephone Advice System, Veterans Evaluation Clinic

• -Timely completion of annual performance appraisals and proficiency reports of staff

• -Signed timecards and monitored leave usage and tardiness patterns

• -Responsible for meeting/maintaining JCAHO performance standards, e.g., Environment of Care, Staff Preparedness on Patient Care Practice, and Safety

• -Presented “Expert Panel” regarding annual trends of patient visits, workload, budget issues, FTE status, recommendations for improvement

• -Acted as interdepartmental liaison with regard to ER/UCC/TAS/VEC everyday operations

• -Facilitation of self-directed work teams and performance improvement projects

• -Resource management (i.e. personnel, operations, equipment, supplies, etc.)

• -Lead ER/UCC Interdisciplinary Team improving triage delays

• -Co-chair of Nursing/SPD Council, specializing in product evaluation and introduction

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• -Member of The Nurse Professional Standards Board (Promotion Board)

• -Active ACLS instructor for the VADSHS, UCSD Medical Center, Scripps Memorial

• -Off-Tour Nursing Supervisor (since 7/98)

• -Member UCC PIT Team

• -Integrity Facilitator (Customer Service)

• -Selected for VA Management Development

• -CPRS Super user with approved Internet Access

• -Initiated and completely revised ER Nursing Document to JCAHO specifications

• -Current clinical certifications: Advanced Cardiac Life Support Provider & Instructor, Trauma Nurse Core Curriculum Certified (TNCC), Pediatric Life Support Certified (PALS), Basic Life Support (BLS), Intubation Certified Position: ER Staff Nurse

• -Relief Charge Nurse

• -Education Facilitator

• -ACLS Certified

• -Preceptor of new staff

• -Responsible for triaging and delivering emergent care to critical patients

• -Assist in nurse interviews

Apr 1990-Jun 1995

Position: MICU Staff Nurse

• -Relief Charge Nurse

• -Education Committee Member

• -Preceptor for new ICU RNs

• -ACLS Certified

• -Balloon-Pump Certified

• -Cardio-Pulmonary Bypass (CPS) Certified

• -Cardiac Cath Lab RN relief

• -Member of Code Blue Team

• -Mock Code Facilitator for entire medical center for three years

• -Provide direct patient care and education to critically ill patients and their families

July 1997- Aug 2001

American Medical Response Ambulance Company

Position: Critical Care Transport Nurse (MICTN)

• -Monitoring and stabilizing critically ill patients during transport from hospital to hospital

• -Appropriately deliver advanced cardiac life support including: administration of vasoactive drips, defibrillation, intubation, mechanical ventilation, etc.

• -Types of patients: ER/ICU patients (including trauma & cardiac), 10

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pediatric, obstetrical, gynecological

May 1997- Feb 2002

UCSD Medical Center/V.A. Medical Center

Position: ACLS Instructor

• -Provide instruction for certification/re-certification of advanced cardiac life support for nurses, physicians, and pharmacists

• -Administer written and practical exams

July1989- May 1990

BURTEC Outpatient Dialysis Center, La Jolla, CA

(presently Scripps Dialysis)

Position: Charge Nurse

• -Supervise and train RNs and technicians in the chronic dialysis setting

• -Resource management (i.e. workload, operations, equipment, supplies)

• -Provide direct patient care to renal failure patients requiring dialysis Feb 1988- July 1989

Mercy Hospital, San Diego, CA

Position: Cardio-Thoracic Unit Staff Nurse

• -Relief Charge Nurse

• -Provide direct patient care to pre/post cardiac angiography/angioplasty patients, s/p coronary artery bypass graft recipients, chest pain patients Dec 1987- June 1988

Sharp Hospital, San Diego, CA

Position: Home Health RN (Primary)

• -Provide direct patient care and rehabilitation to ventilator dependent patients at home, including administration of medications and treatments 11

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Technology

Jan 2000-Jan 2005

VA San Diego Healthcare System

Position: Clinical Applications Coordinator/Site Project Manager

(Within Information Technology Service specializing in computerized documentation and medication administration)

• -Complete management of hospital informatics from equipment procurement to clinical applications and training

• -Project Management of various medical-based software packages

• -Resource management for nurses, physicians, pharmacists

• -Provide software applications training for all clinical levels

• -Facilitates coordination of training, performance improvement, and implementation throughout the medical center

• -Provide software development at local level

• -Provide software support for clinician-based trouble calls

• -Provide assistance in process management r/t computerization of medical procedures

• -Provide input and guidelines to various IT vendors for procurement/deployment

• -Frequent interfacing with numerous services (Nursing, Pharmacy, Respiratory Therapy, Physical Therapy, etc.)

• -Member of nation-wide implementation team

• -Member of national (VA) medical software beta-testing team

• -Member (previous) of the Informatics Advisory Committee to the Chief of Staff

Sales

Jan 2005-Dec 2006

Filefax, California Space Management, San Diego, CA Position: Healthcare Sales Executive/Business Solutions Consultant

• -Provide client-specific site surveys

• -Coordinate system design with CAD Designer according to specs

• -Provide complete quotes/proposals of products and services

• -Provide project management services of quoted/contracted projects

• -Serve as a high density mobile storage product/service consultant

• -Project coordination with architects, designers, general contractors, facilities managers, business managers

(References available upon request)

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