1. Whitney
1.1. Administration
1.1.1. Technology Access Management, assets
1.1.2. Training Registration & Scheduling
1.1.3. Lease Agreements/Registration
1.1.4. Credentialing
1.2. HR
1.2.1. On-Boarding/Benefits
1.2.2. Employment Contracts
1.2.3. Vendor Management
1.2.3.1. Contractors
1.2.3.2. Lease Agreements
1.2.3.3. Contractors
1.3. Other
1.3.1. HR Pipeline Report & Update. - making sure status forms are there, i.e. ft to pt, onboarding
1.3.2. Light Accounting
1.3.3. Mail
1.3.4. Worker's Comp
1.3.5. Payroll
1.3.6. 401(k) - Future
1.3.7. Research Salary Analysis - ADP
2. Dana - InKind 10 hours Monthly, any overages - Future Invoice, payout @ positive CF
2.1. Revenue Strategy
2.1.1. RCM
2.1.2. Data Analytics
2.2. Internal Reports
2.2.1. Strategic Individual Donors (Wills, Life Ins) - Scott
2.3. Compliance
2.4. Billing Team Meeting & Action Items
2.5. Data Collections & Analysis -Patient
2.5.1. Allergy
2.5.2. Spirometry
2.6. Front Office Training on New Policy & Procedures
3. Daphane, Chief Growth Strategist Officer
3.1. InKind 10 hours Monthly, any overages - invoice, payout @ positive CF
3.2. PMO Office
3.2.1. Monitor Projects
3.2.2. Project & Tasks Management
3.2.3. Complete & Monitor Tasks
3.2.4. Build KPI Platform
3.2.5. Strategy - Business & Frameworks
3.2.5.1. Process & Cost Improvement
3.2.5.1.1. Improved Tools & Review
3.2.5.1.2. Organizational & Short-term Financial Strategy
3.2.5.1.3. Vendor Renewal & Negoitiation
3.2.5.2. Partnership Capacity Planning
3.2.5.3. Assist with Team Structure Strategy
3.2.5.4. Accounting
3.2.5.4.1. Budget Management & Strategy
3.2.5.4.2. Forecasting - Short-term
3.2.5.4.3. Vendor/Partner Management
3.2.5.4.4. Other
4. Youlanda, Chief Operations Officer of Community Development
4.1. Account Management
4.1.1. MOU Administration
4.1.1.1. Development & Mgmt of MOU
4.1.1.1.1. i.e. Invoices
4.1.2. MOU Account Management
4.1.3. Performance Reports
4.1.3.1. Based on the MOU Agreement
4.2. Fundraising
4.2.1. Win at Least One Federal Grant
4.2.1.1. AmeriCorps Grant - You'll Can Only Handle One in the Organization
4.2.2. Grant Management
4.2.3. Sam's Registry
4.3. Reporting
4.3.1. External Reports
4.3.2. Board Governance Reporting
4.4. CRM
4.4.1. OP Covid Manual Entry - Phressia
4.4.2. Send Out Donor Acknowlegdgement
4.4.3. Salesforce - Future
4.4.4. Volunteer - Future
4.4.5. Donor - Future
4.4.6. Grants - Future
4.5. Outreach
4.5.1. School Event Administration
4.5.2. Covid Event Registration
4.5.2.1. Parent & Community Engagement
4.5.3. Volunteer
4.5.4. Individual Donors
4.6. Strategy - Outreach
4.6.1. Program Results Tracking
4.6.2. KPI's Tracked & Reported
4.7. Facilities Management Support - Inform
4.7.1. Security Cameras
4.7.2. Cleaning Supplies
4.7.3. Equipment Repair & Management
4.8. Inventory Management Process
4.8.1. Supplies
4.8.2. Telemedicine
4.8.3. Signs
5. DPG InKind & Other
5.1. DPG 8-10 hrs/mo, KDOW 3-4 hours/mo, Events - 5 hours event/2 hours prep
5.1.1. DPG and InKind KDOW
5.2. Fundraising
5.2.1. Strategic Partnerships - Lynette
5.2.2. Grants & Letters of Intent - Scott
5.3. Marketing - Rochelle
5.3.1. Social Media
5.3.2. Email
5.3.3. Website
5.3.4. Branding
5.4. Operations
5.4.1. Management
5.4.2. Monitoring
5.4.3. Compliance
5.4.4. Patient Portal
5.4.4.1. Strategies
5.5. Other
5.5.1. Mobile Unit Management - Jonathan
5.5.2. Vaccine Reporting & Compliance
5.5.3. Call Center
5.6. Facilities Management & Implement
5.6.1. Equipment /supplies
5.6.1.1. Landlord Communications
5.6.1.2. Vendor Needs & Project Assessment Provided to PMO
5.6.2. Cleaning Supplies
5.6.2.1. Light Maintenance - Touchup Painting, Lights, etc...
5.6.3. Equipment Repair & Management
5.7. Project Management Office
5.8. HR - Operations
5.8.1. KHF
5.8.2. CHOA
5.8.3. State Composite Board
5.8.4. E-Verify
5.8.5. Licensure & Training
5.8.5.1. HIPAA
5.8.5.2. OSHA
5.8.5.3. Fire & Safety Training
5.8.5.4. BLS/CR/PALS
5.8.6. 30/90/90 Evaluation
5.8.7. PeRformance Evaluations (90/6 mon/annual
5.8.8. Crendentialing
5.8.9. Terminations
5.9. IT
5.9.1. Phones
5.9.2. Call Center
5.9.3. Scanner/Fax
5.9.4. Upload for Direct Messages
5.10. Computes & Security
5.10.1. Medicus Tickets
5.10.2. Equipment
5.10.3. Building Alarm
5.11. Telemedicine
5.12. Portal Management - Tan
5.12.1. Messages through Intellichart
5.12.2. Appointments
6. Karen, Provider & Patient Success Manager
6.1. Provider Services
6.1.1. Referals
6.1.2. Priorization
6.2. Scheduling
6.2.1. Provider - 3 mos
6.2.2. Clinical Staff. Transitioning to India
6.2.3. Patient - 1yr - Review to make sure patient see MD - with the correct provider - Review Provider schedule
6.2.3.1. Revenue Management & Strategy
6.2.3.1.1. Scheduling No Shows. - make sure a charge is associated - run for the payor type - Commercial Only - patient statement
6.2.3.1.2. Scheduling InKind
6.2.3.1.3. Staffing Analysis & Reporting
6.2.3.1.4. Value-based Campaign Team
6.3. Events - Clinical
6.3.1. School Events
6.4. Staff Training & Development
6.4.1. Design of Provider Training
6.4.2. Design of Knowledge Database -Resource Center
6.5. Process Improvement -Fut/Qtrly
6.5.1. Participate on Committee
6.5.2. Attend Meetings
6.5.3. Offer Suggestions
6.5.4. Quality Meetings
6.5.4.1. Each Department
6.5.5. Order Supply Automation Project
6.5.6. New Patient Touch
6.6. Inventory Management
6.6.1. Transition - Training Vaccine Management
6.7. Credentialing
6.7.1. Paperwork
6.7.2. Background Check
6.7.3. Transition to MCR
6.7.4. State Composite Board
6.7.5. Kids Health First
7. Ritu
7.1. Reporting
7.1.1. Identify Internal Reporting
7.1.1.1. Collect KPI Reports
7.1.1.2. Weekly Training & Develop Staff
7.1.1.3. Meet with staff to Report KPI's
7.2. Facility's Management Notebook Update and Monitoring. - Ultimate Security: Kesha
7.3. Security & Facility
7.4. Non-Clinical Supplies
7.5. Call Center
7.5.1. Improve Customer Service - hurting right now ie phone calling 6 times, call analysis
7.6. Medication Refill
8. Reagin
8.1. Plan of Patient Care
8.1.1. Patient Escalation Questions
8.1.2. Train MA to perform Plan of Care
8.2. Training & Meetings
8.2.1. Front Office & Clinical Training - Transition
8.2.2. Monthly MA Training, usually prefer every week,
8.2.3. Provider Meeting - 3rd Wednesday 7:30-9am
8.3. Continuous Improvement Committee
8.3.1. Ops process, i.e refrig, trouble
8.3.2. Qtrly - New Employee, Provider, Ft and Bk Office, billing, rep from each depart, or anyone you believe should be there
8.3.3. Bright Idea Program
8.4. Oversight of MA Back Office, Front Office and Call Center
8.4.1. Day to Day questions, only on Clinical side, i.e. labs, vaccine records: MA, Provider
8.5. Front Office -
8.5.1. Schedules
8.6. Clinical Supplies
8.6.1. McKesson
8.7. Front Office
8.7.1. Scheduling
8.7.2. Day-to-Day Questions
8.7.3. Parent Escalation
8.7.4. Oversight of Team
8.7.5. Resource Database
8.7.6. Collection of Money
8.7.7. Follow Process - Insurance
8.7.8. Credit Card Policy & Oversight
8.7.9. OP Training
8.7.10. Morning Huddle
8.7.11. Collections
9. Call Center
9.1. Michelle
9.2. Candance - answering phone
9.3. Ms. Prescott - answering phone
10. KPI's
10.1. # of Sports Physical
10.2. Forms in System same day
10.3. Insurance verified
10.4. Collection Policy Followed
11. Janaysha
11.1. Inventory Procurement & Management
11.1.1. Vaccine
11.1.2. Lab Supplies
11.1.3. Vaccine Pre-order Inventory List
11.1.4. GMK
11.2. Vaccine Reconciliation
11.2.1. Daily
11.2.2. Qtrly
11.2.3. 2-3 Weeks to Count
11.2.4. Annual VFC - Module 10 &16
11.2.4.1. Storage -
11.2.4.2. Handling Vaccine