Heather Bates, MSW

COO & VP of Stakeholder Engagement at Transform Health
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Contact Information
us****@****om
(386) 825-5501
Location
Sacramento, California, United States, US

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5.0

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Jodi Ray

I can't say enough about Heather. She really holds a wealth of information that is so important to the work we do in the field around coverage and access. As I build a big team she is providing a whole lot of technical support ensure my team is as strong as it can be to take on the challenges we have in front of us going forward.

Whitney Allen

Heather is a strategic and critical thinker. She helped the organization I worked for to develop work plans, identify best practices and transition to new models of workforce capacity. She has great communication skills, is authentic and inspiring. Heather is a wonderful public speaker, bold yet approachable and great to work with. She is open-minded and creative and every interaction I've had with her has been positive and impactful.

Shelli Quenga

Heather Bates is one of my favorite people in the world! She is professional, yet approachable; diplomatic and still direct; and visionary while still practical. She can break down complicated processes into manageable chunks and encourage team members to carry their fair share of the load. I am very fortunate to have had the opportunity to work with Heather on several projects with different team members and will always enthusiastically agree to be part of anything that Heather asks me to join. I benefit professionally and personally whenever I get the opportunity to work with her.

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Credentials

  • Diversity, Equity and Inclusion in the Workplace Certificate
    USF Corporate Training and Professional Education
    May, 2021
    - Nov, 2024

Experience

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • COO & VP of Stakeholder Engagement
      • Nov 2019 - Present

    • COO
      • Oct 2018 - Nov 2019

      We are a full-service, nationally certified women-led and minority owned consulting firm firmly focused in health and healthcare policy, program and strategy. Let’s work together!

    • Director
      • Feb 2018 - Oct 2018

      National partner engagement, project implementation, program management, strategic advice, and facilitation.

    • United States
    • Wellness and Fitness Services
    • Founder
      • Sep 2017 - Feb 2018

      The National Association of Health Access Assisters (NAHAA) elevates, advances and advocates for the Health Access Assister profession. The goal is to promote and support the work of our members who help individuals, children and families gain, use, and retain high quality health care and coverage. The National Association of Health Access Assisters (NAHAA) elevates, advances and advocates for the Health Access Assister profession. The goal is to promote and support the work of our members who help individuals, children and families gain, use, and retain high quality health care and coverage.

    • United States
    • Public Policy Offices
    • 1 - 100 Employee
    • Director of Community Engagement
      • Sep 2016 - Sep 2017

      Main program areas: Enrollment, Protect Our Care healthcare defense campaigns, Health Action conference.

    • Deputy Director, Enrollment Assister Network
      • Aug 2015 - Aug 2016

      Families USA is a national nonprofit, nonpartisan organization dedicated to the achievement of high-quality, affordable health care for all Americans. We partner with organizations and individuals across the entire spectrum of the health care community to achieve our mission.The work that Enrollment Staff is devoted to at Families USA includes ensuring that application assisters and those working on ACA enrollment issues are heard, supported, informed, that their needs are advocated for and connected to the broader network available who accomplish the very hard task of getting people covered, and keeping them there. Show less

    • United States
    • Public Policy Offices
    • 1 - 100 Employee
    • Regional Manager, State Assistance
      • Aug 2013 - Aug 2015

      Enroll America is a nonpartisan 501(c)(3) organization whose mission is to maximize the number of uninsured Americans who enroll in and retain health coverage made available by the Affordable Care Act. Provide training and program development applying campaign strategies and outreach tactics to Navigators, Certified Application Counselors and volunteer groups working on enrollment and outreach. Inform, share and facilitate discussions and meetings about outreach best practices, enrollment, retention & health insurance literacy using applied lessons learned from ACA implementation & our consumer focused Get Covered America field campaign. Share consumer tested messages research with stakeholder groups working on the Affordable Care Act. Show less

    • Non-profit Organization Management
    • 1 - 100 Employee
    • Vice President of Client Services & Program Management
      • Apr 2010 - Aug 2013

      Oversight and management of national helpline. Managed daily operations of all client based programs including development of Community Partner train the trainer/technical assistance model. Supervision of Client Services staff which includes over fifty helpline volunteers. Facilitated and directed the creation of their training curriculum for Medicare expertise and customer service skills. In this role I led the effort to restructure client services programming and staff roles to streamline efforts and implement CRM tools to identify state and federal policy trends from the helpline. Show less

    • Director of Enrollment, Low-Income Programs
      • Feb 2008 - Aug 2013

      Oversee low-income enrollment projects that offset Medicare costs, including Medicare Savings Programs (QMB, SLMB & QI-1), Extra Help (LIS for Part D) and EPIC (NYS). Share best practices which we advocated for in the Medicare Improvements to Patients and Providers Act (MIPPA).

    • United States
    • Public Policy Offices
    • 1 - 100 Employee
    • Senior Education & Training Associate
      • Jul 2006 - Jul 2008

      Professional training and technical assistance to SHIPs. Subject areas of expertise were Medicare related as well as long term care insurance and the public/private partnerships for long term care, enrollment in Medicare, Part D and Medicare Advantage, and low income programs such as Medicaid (now called duals), Medicare Savings Programs and Extra Help. Professional training and technical assistance to SHIPs. Subject areas of expertise were Medicare related as well as long term care insurance and the public/private partnerships for long term care, enrollment in Medicare, Part D and Medicare Advantage, and low income programs such as Medicaid (now called duals), Medicare Savings Programs and Extra Help.

    • Consultant
      • Jul 2007 - Feb 2008

      Provide Long Term Care Insurance information, specifically to the expanded effort of public/private long term care partnerships under the 2005 Deficit Reduction Act. The focus was to find consumers interested in financing their own long term care needs and help them enroll or use their coverage. Update and train volunteer SHIP counselors on long term care insurance options. Provide Long Term Care Insurance information, specifically to the expanded effort of public/private long term care partnerships under the 2005 Deficit Reduction Act. The focus was to find consumers interested in financing their own long term care needs and help them enroll or use their coverage. Update and train volunteer SHIP counselors on long term care insurance options.

    • HIICAP/NYC SHIP Program Coordinator
      • 2001 - 2005

      Coordinated the NYC SHIP (HIICAP) daily operations to educate and counsel Medicare beneficiaries about health insurance, including Medicare prescription drug coverage and low-income programs. Supervised and managed citywide volunteer efforts, provided professional trainings on Medicare and Medicaid, and expanded programmatic efforts to address the changes in the Medicare Modernization Act legislation. Coordinated the NYC SHIP (HIICAP) daily operations to educate and counsel Medicare beneficiaries about health insurance, including Medicare prescription drug coverage and low-income programs. Supervised and managed citywide volunteer efforts, provided professional trainings on Medicare and Medicaid, and expanded programmatic efforts to address the changes in the Medicare Modernization Act legislation.

    • Program Officer
      • Sep 2001 - Aug 2002

      Housing Division, Naturally Occurring Retirement Communities in NYC (public/private partnership). This became the Aging in Place initiative which also helped develop age friendly cities. The goal was to bring home care and social services into neighborhoods where over 50% of the residents had an older adult living there. Housing Division, Naturally Occurring Retirement Communities in NYC (public/private partnership). This became the Aging in Place initiative which also helped develop age friendly cities. The goal was to bring home care and social services into neighborhoods where over 50% of the residents had an older adult living there.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Social Work Supervisor
      • 1995 - 2001

      Oversee assignment of caseload to geriatric social workers and case aides. Maintained caseload of home bound older adults with physical and behavioral health diagnoses. Worked with adult protective services for vulnerable home bound & homeless clients to obtain guardianship and served as a representative payee for financial management. Launched and facilitated a caregiver support group with home care workers; counseled family caregivers to link them to community based resources. Oversee assignment of caseload to geriatric social workers and case aides. Maintained caseload of home bound older adults with physical and behavioral health diagnoses. Worked with adult protective services for vulnerable home bound & homeless clients to obtain guardianship and served as a representative payee for financial management. Launched and facilitated a caregiver support group with home care workers; counseled family caregivers to link them to community based resources.

Education

  • City University of New York-Hunter College
    Master of Social Work (M.S.W.)
    1998 - 2000
  • The City College of New York
    Certificate
    1995 - 1997
  • Ohio University
    BA
    1991 - 1995
  • Hunter College
    Master of Social Work - MSW
  • The School for Creative & Performing Arts

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