Chief Operations Officer

• Jul 2023 - Present

Part-time Online Adjunct Faculty

• 2004 - Present

• Currently teaching Basic Accouting, which is a beginning course based on the double-entry bookkeeping system with an emphasis on a procedural approach. Topics include the accounting cycle, transaction analysis (rules of debits and credits), journalizing, posting, worksheets, preparation of financial statements, adjusting, closing and reversing entries, petty cash, bank reconciliations, special journals, accounts receivable, accounts payable, and basic payroll procedures. • Currently… Show more • Currently teaching Basic Accouting, which is a beginning course based on the double-entry bookkeeping system with an emphasis on a procedural approach. Topics include the accounting cycle, transaction analysis (rules of debits and credits), journalizing, posting, worksheets, preparation of financial statements, adjusting, closing and reversing entries, petty cash, bank reconciliations, special journals, accounts receivable, accounts payable, and basic payroll procedures. • Currently teaching Payroll Accounting, which emphasizes the methods of computing wages and salaries, the methods of keeping records, and the preparation of government reports. This course is designed to provide training in the complexities of payroll accounting for vocational purposes. • Have previously taught Business Ethics, QuickBooks, Investments, Economics, Managing Innovation and Change, Management and Entrepreneurship online and in live classes. Show less • Currently teaching Basic Accouting, which is a beginning course based on the double-entry bookkeeping system with an emphasis on a procedural approach. Topics include the accounting cycle, transaction analysis (rules of debits and credits), journalizing, posting, worksheets, preparation of financial statements, adjusting, closing and reversing entries, petty cash, bank reconciliations, special journals, accounts receivable, accounts payable, and basic payroll procedures. • Currently… Show more • Currently teaching Basic Accouting, which is a beginning course based on the double-entry bookkeeping system with an emphasis on a procedural approach. Topics include the accounting cycle, transaction analysis (rules of debits and credits), journalizing, posting, worksheets, preparation of financial statements, adjusting, closing and reversing entries, petty cash, bank reconciliations, special journals, accounts receivable, accounts payable, and basic payroll procedures. • Currently teaching Payroll Accounting, which emphasizes the methods of computing wages and salaries, the methods of keeping records, and the preparation of government reports. This course is designed to provide training in the complexities of payroll accounting for vocational purposes. • Have previously taught Business Ethics, QuickBooks, Investments, Economics, Managing Innovation and Change, Management and Entrepreneurship online and in live classes. Show less

Director, Strategic Partnerships

• Apr 2023 - Jul 2023

Chief Executive Officer

• May 2020 - Apr 2023

• Increased our PPS (Prospective Payment System) encounter rate from $165.42 per patient visit to $234.82, resulting in an increase of nearly $1,700,000 in gross revenue per year. • Eliminated a $3,000,000 Medi-Cal liability. The clinic will be current by summer 2023. • Removed the "going concern" on our yearly audit. The clinic now has had two years without this statement, and a clean audit for FY 2021-2022. • Reduced the clinic’s Accounts Payable from $500,000 in excess of 180+… Show more • Increased our PPS (Prospective Payment System) encounter rate from $165.42 per patient visit to $234.82, resulting in an increase of nearly $1,700,000 in gross revenue per year. • Eliminated a $3,000,000 Medi-Cal liability. The clinic will be current by summer 2023. • Removed the "going concern" on our yearly audit. The clinic now has had two years without this statement, and a clean audit for FY 2021-2022. • Reduced the clinic’s Accounts Payable from $500,000 in excess of 180+ days due to no more than $50,000 over 30 days due. • Improved our billing process by outsourcing to a billing company, hiring a revenue cycle manager, and restructuring our billing flow to improve timely payments. • Adopted a new Electronic Health Record and transitioned the clinic from Athena to eClinicalWorks. • Eliminated outstanding locum debt and decreased locum provider coverage to scheduled vacations and occasional coverage due to employee change. • Reorganized internal staffing structure for better responsibility flow and promoted qualified internal employees to staff those positions. • Established strong communication between Northeastern and Banner Lassen Medical Center as well as our tri-county Public Health Coalition. • Developed a robust emergency preparedness response system in conjunction with the Public Health Coalition and CalOES. The clinic has a dedicated radio room and three FCC licensed operators. • Served on the Board of Directors of the Health Alliance of Northern California - a network of community clinics and health centers working to promote the health and well-being of our communities in rural, Northern California. • Served as Co-Chair of the Lassen Healthcare Collaborative, which coordinates area efforts between the clinic, hospital, and all public service agencies in the area. • Was a member of various committees with the California Primary Care Association. • Coordinated a multi-million-dollar update and remodel of the clinic facilities.

Chief Operations Officer

• Oct 2017 - May 2020

Chief Executive Officer

• 2015 - 2017

The clinic was formerly known as McCloud Healthcare Clinic, Inc. As CEO I had oversight of the daily operations of the clinic, which included review of daily, weekly and monthly productivity reports. Prepared information for the Board of Directors on an as-needed basis, worked with staff and helped them improve their personal productivity, directed staff and management meetings, and actively participated in provider meetings and daily huddles. Focused management and staff on growing the clinic… Show more The clinic was formerly known as McCloud Healthcare Clinic, Inc. As CEO I had oversight of the daily operations of the clinic, which included review of daily, weekly and monthly productivity reports. Prepared information for the Board of Directors on an as-needed basis, worked with staff and helped them improve their personal productivity, directed staff and management meetings, and actively participated in provider meetings and daily huddles. Focused management and staff on growing the clinic by delivering high quality healthcare through excellent patient service. • Purchased property in downtown McCloud for cash for the future construction of a new clinic, allowing the clinic to expand when economic conditions warrant. • Doubled the size of the Dunsmuir Clinic and oversaw a full remodel of the new section, resulting in creation of a dedicated pediatric negative air pressure room, two additional regular exam rooms, and a provider workroom. • Turned the Dental Department from a budgeted money loser to a highly profitable department; a one dentist, three chair department now nets over $120k per month. • Wrote grant proposals and received technology grant for $43,000 and continuation grant of $951,500 from Health Resources and Services Administration (HRSA). • Built a strong management team that makes decisions in a collaborative environment. • Dramatically reduced employee turnover by improving benefits and employee satisfaction. • Recruited a dentist and three providers. • Qualified the clinic to receive Federal Tort Claims malpractice coverage (FTCA) and completed two annual re-deeming applications. • Set up an Emergency Preparedness communication network between all clinic sites and the local hospital and county emergency services. • Participated in numerous committees with the California Primary Care Association (CPCA). Show less The clinic was formerly known as McCloud Healthcare Clinic, Inc. As CEO I had oversight of the daily operations of the clinic, which included review of daily, weekly and monthly productivity reports. Prepared information for the Board of Directors on an as-needed basis, worked with staff and helped them improve their personal productivity, directed staff and management meetings, and actively participated in provider meetings and daily huddles. Focused management and staff on growing the clinic… Show more The clinic was formerly known as McCloud Healthcare Clinic, Inc. As CEO I had oversight of the daily operations of the clinic, which included review of daily, weekly and monthly productivity reports. Prepared information for the Board of Directors on an as-needed basis, worked with staff and helped them improve their personal productivity, directed staff and management meetings, and actively participated in provider meetings and daily huddles. Focused management and staff on growing the clinic by delivering high quality healthcare through excellent patient service. • Purchased property in downtown McCloud for cash for the future construction of a new clinic, allowing the clinic to expand when economic conditions warrant. • Doubled the size of the Dunsmuir Clinic and oversaw a full remodel of the new section, resulting in creation of a dedicated pediatric negative air pressure room, two additional regular exam rooms, and a provider workroom. • Turned the Dental Department from a budgeted money loser to a highly profitable department; a one dentist, three chair department now nets over $120k per month. • Wrote grant proposals and received technology grant for $43,000 and continuation grant of $951,500 from Health Resources and Services Administration (HRSA). • Built a strong management team that makes decisions in a collaborative environment. • Dramatically reduced employee turnover by improving benefits and employee satisfaction. • Recruited a dentist and three providers. • Qualified the clinic to receive Federal Tort Claims malpractice coverage (FTCA) and completed two annual re-deeming applications. • Set up an Emergency Preparedness communication network between all clinic sites and the local hospital and county emergency services. • Participated in numerous committees with the California Primary Care Association (CPCA). Show less

Executive Director

• 2013 - 2015

The clinic was formerly named Columbia River Community Healthcare Services, Inc. Worked with the Board of Directors, Medical Director, and staff to ensure that high quality care was provided to the children and adults in North Morrow County. Prepared grant applications for review by and approval of the Board, served as an advocate for the organization and acted as a liaison to local and state professionals. • Maintained and improved provider productivity and provider recruitment, which… Show more The clinic was formerly named Columbia River Community Healthcare Services, Inc. Worked with the Board of Directors, Medical Director, and staff to ensure that high quality care was provided to the children and adults in North Morrow County. Prepared grant applications for review by and approval of the Board, served as an advocate for the organization and acted as a liaison to local and state professionals. • Maintained and improved provider productivity and provider recruitment, which resulted in a stable provider workforce and a 20% productivity increase. • Developed and implemented organizational strategic planning, ensuring compliance with FQHC requirements and participation in quality improvement initiatives. • Guided the clinic staff through 19-point Operational Site Visit from HRSA contractors and easily passed the inspection. • Participated in many conferences and committee meetings with the Oregon Primary Care Association (OPCA). Show less The clinic was formerly named Columbia River Community Healthcare Services, Inc. Worked with the Board of Directors, Medical Director, and staff to ensure that high quality care was provided to the children and adults in North Morrow County. Prepared grant applications for review by and approval of the Board, served as an advocate for the organization and acted as a liaison to local and state professionals. • Maintained and improved provider productivity and provider recruitment, which… Show more The clinic was formerly named Columbia River Community Healthcare Services, Inc. Worked with the Board of Directors, Medical Director, and staff to ensure that high quality care was provided to the children and adults in North Morrow County. Prepared grant applications for review by and approval of the Board, served as an advocate for the organization and acted as a liaison to local and state professionals. • Maintained and improved provider productivity and provider recruitment, which resulted in a stable provider workforce and a 20% productivity increase. • Developed and implemented organizational strategic planning, ensuring compliance with FQHC requirements and participation in quality improvement initiatives. • Guided the clinic staff through 19-point Operational Site Visit from HRSA contractors and easily passed the inspection. • Participated in many conferences and committee meetings with the Oregon Primary Care Association (OPCA). Show less

Executive Health Center Consultant

• 2012 - 2014

Provided comprehensive project management, coordination, accounting and engineering services. Was responsible for strategic business support and tactical delivery in Community Clinics and Health Centers. • Assisted in long-term finance planning, using site data to establish achievable goals for clinic growth and increased staffing. • Developed internal clinic champions to assist in Electronic Health Record (EHR) adoption. • Worked with clinic management staff to develop policies… Show more Provided comprehensive project management, coordination, accounting and engineering services. Was responsible for strategic business support and tactical delivery in Community Clinics and Health Centers. • Assisted in long-term finance planning, using site data to establish achievable goals for clinic growth and increased staffing. • Developed internal clinic champions to assist in Electronic Health Record (EHR) adoption. • Worked with clinic management staff to develop policies and procedures that would streamline workflow, which improved patient satisfaction and overall productivity. Show less Provided comprehensive project management, coordination, accounting and engineering services. Was responsible for strategic business support and tactical delivery in Community Clinics and Health Centers. • Assisted in long-term finance planning, using site data to establish achievable goals for clinic growth and increased staffing. • Developed internal clinic champions to assist in Electronic Health Record (EHR) adoption. • Worked with clinic management staff to develop policies… Show more Provided comprehensive project management, coordination, accounting and engineering services. Was responsible for strategic business support and tactical delivery in Community Clinics and Health Centers. • Assisted in long-term finance planning, using site data to establish achievable goals for clinic growth and increased staffing. • Developed internal clinic champions to assist in Electronic Health Record (EHR) adoption. • Worked with clinic management staff to develop policies and procedures that would streamline workflow, which improved patient satisfaction and overall productivity. Show less

Executive Director

• 2009 - 2012

Extensively involved in facility acquisition, design, construction oversight, staffing, licensing and certification, regulatory compliance, regional marketing, internal process creation, and ongoing process improvement. • Personally oversaw the design, contracting, marketing, tooling, staffing and opening of state-of-the-art medical/dental clinics, including dental/medical equipment, sourcing, promoting and staffing highly trained physicians, dentists, and support… Show more Extensively involved in facility acquisition, design, construction oversight, staffing, licensing and certification, regulatory compliance, regional marketing, internal process creation, and ongoing process improvement. • Personally oversaw the design, contracting, marketing, tooling, staffing and opening of state-of-the-art medical/dental clinics, including dental/medical equipment, sourcing, promoting and staffing highly trained physicians, dentists, and support staff. • Successfully implemented the RHC dental laboratory manufacturing removable prosthetics for patients and commercial accounts. • Successfully implemented eClinicalWorks EHR software and Open Dental. Show less Extensively involved in facility acquisition, design, construction oversight, staffing, licensing and certification, regulatory compliance, regional marketing, internal process creation, and ongoing process improvement. • Personally oversaw the design, contracting, marketing, tooling, staffing and opening of state-of-the-art medical/dental clinics, including dental/medical equipment, sourcing, promoting and staffing highly trained physicians, dentists, and support… Show more Extensively involved in facility acquisition, design, construction oversight, staffing, licensing and certification, regulatory compliance, regional marketing, internal process creation, and ongoing process improvement. • Personally oversaw the design, contracting, marketing, tooling, staffing and opening of state-of-the-art medical/dental clinics, including dental/medical equipment, sourcing, promoting and staffing highly trained physicians, dentists, and support staff. • Successfully implemented the RHC dental laboratory manufacturing removable prosthetics for patients and commercial accounts. • Successfully implemented eClinicalWorks EHR software and Open Dental. Show less

Owner

• 1999 - 2009

Successfully managed an investment and real estate portfolio. • Launched a professional home inspection franchise and successfully drove performance to the top 1% and received numerous awards for exceeding industry standards for like businesses. • Successfully launched a corporate advertising and signage company in Redding, California. Received several civic awards, including the Outstanding Customer Service award from the Redding Area Chamber of Commerce. Successfully managed an investment and real estate portfolio. • Launched a professional home inspection franchise and successfully drove performance to the top 1% and received numerous awards for exceeding industry standards for like businesses. • Successfully launched a corporate advertising and signage company in Redding, California. Received several civic awards, including the Outstanding Customer Service award from the Redding Area Chamber of Commerce.