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Work Background
UCSF HealthMyPPM Portfolio Manager
Nov. 2019 - Aug. 2024San Francisco Bay AreaMonitor IT portfolio performance and rebalance resource allocations to optimize capacity and manage demand
Meet with Operational Portfolio leaders to communicate proposed and committed projects Manage and Lead the Technology Intake Team and IT Portfolio Team, includes all workflows with Clarity (ideas board, roadmaps for prioritization planning, rankings, in and out of plan scenarios, etc.) Scorecard build within Clarity to help the IT Leadership team make decision on priorities for incoming requests Communicate with leadership regularly to provide updates on portfolio performance, market outlook, and investment strategy.
Requirements gathering and stakeholder engagement for Tableau reports
Serves as a technical leader, trainer, process documentation and administrator within the Clarity Project Portfolio tool
Serves as an advanced technical leader providing advice, counsel, and analysis on business intelligence issues
Assist with requirements gathering, build, development, training and on-going support for Resource, Idea, Project, Hierarchies Portfolio Modules within Clarity
Converted the HealthIT group (350 users, 140 projects) from Planview to Clarity Blueprint build, including maintenance, rules, communication and upgrade optimization.
UCSF Medical CenterHB/PB/HIM CS Epic Manager
Sep. 2015 - Nov. 2019San Francisco Bay AreaManage and support the HB/HIM/PB Analyst Teams
Run and support Operational Workgroups
Staff projects and prioritization
Double Upgrade from 2012 - 2015 Support, testing & planning
Staff hiring, mentoring and guidance
Process improvement, staff bandwidth and department guidelines
PeaceHealthSenior HB Consultant
Jun. 2015 - Sep. 2015Vancouver, WAAudit and test build 45 days prior to go live
Go-Live support and planning
Cut over support
HB/SBO go-live support
Providence Health & ServicesDirector of Revenue Cycle for Community Connect Hospitals
May. 2014 - Jun. 2015Greater Seattle AreaOverall Revenue Cycle go-live procedures and readiness
Develop a standard approach to continuing Community Connect implementations
Work with hospital management to educate on Epic Revenue Cycle
Assist builds teams (ADT, Cadence, HIM, HB and PB) for build issues in Facilitate between operations and IT issues on Support Training in developing a standard documentation for Community Connect Hospitals
Continuing support to live Community Connect Hospitals to ensure AR days are decreasing and cash is increasing
Swedish Medical CenterSenior HB Analyst
Mar. 2014 - May. 2014Greater Seattle Area3M Updates, IMO Imports, SnoMed Imports, GEMS imports
FSC and EAP maintenance and process improvement
Research 2010 --> 2012, education, demo for management, integrate teams
Transplant
Clean-up of AR Watch List, ADJ Code Category
HB Support tickets: WQ's maintenance, rules, Charge Router WQ's, Maintenance of Cash Drawers and GL Issues
University of Maryland Medical CenterSenior HB Analyst
Nov. 2013 - Feb. 2014Baltimore, Maryland AreaAuditing and leading analyst build and model system to ensure accurate build, testing and implementation
Education of UMMS FTE and Operational owners on Epic process/system
Insurance Follow-up and Consecutive accounts workflows and associated build
Custom and Model Revenue Guardian Checks, DNB's and Stop Bills
HB Charge Review WQ and Charge Reconciliation process Designed specialty workflows; Cosmetic and Elective Procedures, Investigational Medication, Anesthesia, Partial Hospitalization and PT, OT, ST and Rehab Therapy build and processes
Charge Router build; handler tasks, WQ's, charge entry options and destination routing. The router was LIVE so analyst for future state with HB and PB going live staggeringly. Clean up of current build and re-scope of the whole charge router. CDM, CCAT, BCC and General Ledger build, education and assistance to UMMS FTE staff
Transplant integrated workflows; design, build, test, implement
Assisted leadership with decision making surrounding implementation decisions
Designed Requirements for Auto-Combining and manual combining review of accounts Reviewed model system DNBs and Stop Bills and applied to DUKE requirements Experienced in workqueue build (account, charge router, adjustment, charge, claim edit)
Troubleshooting and fixing issues with Integrated teams; ADT, Cadence, HIM and Ambulatory in resolution of key areas they were faced with throughout the project.
Import, exports and chronicle searchers
Data Courier to all environments
Content Management build, maintenance and move into other environments
INI’s: HSD, SSD, BWQ, BWR, WQF, CER, RSH, LAR, ATM, HSP, EAP, LPP, NCC, CMP, CMG, EAF, HRX, LGL
Duke University Medical CenterHB Lead Business Analyst
Oct. 2012 - Oct. 2013Raleigh-Durham, North Carolina AreaLead role hand in hand with DUKE HB Team Lead Auditing and leading analyst build and model system to ensure accurate build, testing and implementation
Education DUKE FTE and Operational owners on Epic process/system
SBO, Insurance Follow-up, Denials, Communication, DNB’s and Stop Bills, Client/Corporate Billing, Interim Billing, Designed specialty workflows; Interfaculity, SNF, Communication, Research, Transplant
Research (2,100 studies, 800+ CRC’s) and Transplant integrated workflows; design, build, test, implement Assisted leadership with decision making surrounding implementation decisions
Designed Requirements for Auto-Combining and manual combining review of accounts Reviewed model system DNBs and Stop Bills and applied to DUKE requirements Proficient in workqueue build (account, charge router, adjustment, charge, claim edit)
Hospital Billing General Ledger assist with DUKE FTE for balancing, extract, testing, day and month end close, accounts, AR codes and cost centers
Trouble shooting and fixing issues with Integrated teams; ADT, Cadence, HIM, Beacon, Phoenix and Ambulatory in resolution of key areas they were faced with throughout the project.
Import, exports and chronicle searchers
Data Courier to all environments
Content Management build, maintenance and move into other environments
INI’s: HSD, SSD, BWQ, BWR, WQF, CER, RSH, LAR, ATM, HSP, EAP, LPP, NCC, CMP, CMG, EAF, HRX
UCSF Medical CenterSenior Business Analyst - Hospital Billing
Oct. 2010 - Oct. 2012San Francisco Bay AreaCurrent state analysis of UCSF Medical Center
Validation and Reengineering session for EPIC Flight Plan
Workflow validation and reengineer for Insurance Follow-up, Self-pay and Insurance Refunds, Denials, Pre-Billing Edits, Payment Posting, POS Payments, Consecutive Accounts, SBO, Interim Billing, Organ Procurement, etc
Import and Exports
Batch Jobs and Run
Research Billing. Standardize workflows, design, build and train
Reporting (Application, SQL and Clarity)
Cost Center and Department mapping and analysis
General Ledger Build for Hospital and Professional Billing (GL Design, AR Codes mapping, manual build, extracts, Unit and Integrated Testing
NYU Langone Medical CenterSenior IT Training Specialist - Hospital Billing
Feb. 2010 - Oct. 2010Training material for all HB functions
Developing workflows for non-Model system workflows for curriculum Build, test and maintain training environment
Work with HB Build Team for training points from legacy system and workflows
The CSI CompaniesResolute Hosital Billing Contractor
Nov. 2009 - Jan. 2010Grady Hospital as a Hospital Billing Consultant Current state analysis of Grady Hospital
Cost Center and Department mapping and analysis
Validation and Reengineering session for EPIC Flight Plan
Workflow validation and reengineer for Insurance Follow-up, Self-pay and Insurance Refunds, Denials, Pre-Billing Edits, Payment Posting and Claims
Sutter HealthSenior Business Analyst
Dec. 2006 - Nov. 2009MPHS Workflow Walkthrough – Workqueue Build (over 700), A/R Codes, General Ledger, Reports (over 150), Extracts (General Ledger, Collections, Refunds) and Associated Workflows
Assisted in the Standardization of the Sutter Health General Ledger Design, Build and Validation (over 500 hours)
Build, Design and Training of Charge Review Workqueues 200+ hours of manual build for Hospital Billing Application
Import and Export knowledge Knowledge of all Hospital Billing workflows and build
Project Management of Vendor Access, Professional Fee Billing Extract, Clarity Report Needs
Implementation of Epic Spring 2007 – maintain, analyze, monitor system
Post go-live roles as a Service Team member (On-Call Support, all HB build, Change Management)
Sutter HealthBusiness Analyst II
Dec. 2006 - May. 2007Sutter Architectural Model (SAM) Build – Pre-Billing Edits (DNB’s and Stop Bills), Statement Setting, all HB Application Reports, Workqueues (Account, Charge Review, Charge Router Review & Adjustment), System Actions, Rules, HSD Settings, Detail Bills and General Ledger
Responsible for Downloads, Upload, Vendors, Extracts (Collector, Refunds, Statement), Detail Bills files and printing
SAM Sessions – Presentations, demo scripts, validation sheets, workflows, follow up, action and parking lot items
Support Senior Business Analyst analysis and build
Education of Epic Resolute Hospital Billing
Knowledge of all Epic Revenue Cycle Applications and Workflows
Memorial Medical CenterIT Coordinator
Jan. 2000 - Dec. 2006
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