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ELIZABETH B SHANNON, RN, BSN Managing Home Options & Managing Fairfax Women’s Med-Surg.: A Case Study of Prior Success That Translates to the Present

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Page 1: Beth brochure all together

ELIZABETH B SHANNON, RN, BSNManaging Home Options & Managing Fairfax Women’s Med-Surg.: A Case Study of Prior Success That Translates to the Present

Page 2: Beth brochure all together

Elizabeth B Shannon, RN, BSN

COM

PARISON

OF HO

ME O

PTION

S JOB DESCRIPTIO

N TO

MY M

ANAGEM

ENT O

F FAIRFAX W

OM

EN’S U

NIT 7N

Plans, Budgets & implements for all Operations

Directs & Provides Oversight for Sub-Units

Responsible for all compliance and regulations

Responsible for the oversight of the revenue cycles: including billing, collecting and medical records.

Responsible for Contracts & leases

Directly Supervise Departments & Compliance Coordinator

Implement Business, Regulatory, reimbursement for each business

Provides Leadership to Management team

Coordinates and evaluates the hiring and training process

Plans for and ensures adequate numbers of competent staff to fulfill departmental objective.

Plans for and ensures adequate supervision and support services for each clinical department.

Assures that productivity standards are set according to regional and/or national standards.

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Monitors the management of productivity with fluctuating caseloads. 17

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Elizabeth B Shannon, RN, BSN

COM

PARISON

OF HO

ME O

PTION

S JOB DESCRIPTIO

N TO

MY M

ANAGEM

ENT O

F FAIRFAX W

OM

EN’S U

NIT 7N

Willing and capable of functioning in the role of departmental supervision PI/Compliance and Referral Intake.

Plan for, develops and implements high quality services in departments for all identified customers

Keeps abreast of current literature in areas of expertise.

Assures that Medicare and Medicaid surveys are conducted in a professional and educational manner.

Responsible for development and implementation of sound business, regulatory, reimbursement and administrative practices.

Prepares contracts and agreements as needed for provision of services. Assures that each contract is appropriately signed, current and effective.

Responsible for overall management and planning of the Home Options office

Responsible for the planning and overall success of the following systems: Referral/Intake

(continued) Admissions, Patient Accounts, Billing/Collections, Medical Records, PI/Compliance, Statistical reporting

Directly supervises department supervisors, office charge, referral nurses and PI/Compliance Nurse.

Serves as the Medicare Home Health Aide Program Coordinator (PC), (continued)

Responsible to assure that all home health aides are properly certified, trained and re-certified.

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Chairs, plans or delegates responsibility for all committees, task groups, meetings and advisory groups. 29

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THEN AND NOW

I recognize that there is not a perfect parallel betweenmanaging Fairfax Hospital’s Woman’s Surgical Unit to Home Options. But there exists a striking similarity that I felt would be hard for you to envision with just my Resume. I have taken each line of the Job Description for managing Home Options and comparedit to my management of Women’s 7-North: The top ratedGYN unit in the Country then & now.

Elizabeth B Shannon, RN, BSN

Home Options

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Elizabeth B Shannon, RN, BSN

PLANS, BU

DGETS & IM

PLEMEN

TS FOR ALL O

PERATION

S

Plans, Budgets & implements for all Operations

I planned for all budgets, in conjunction with the CEO, CFOAnd Department Heads. Once we finalized the Budget I was responsible for coming in at or under it – and we always did!

Our Budget, when I left, was $14.7mm for 47 Staff and Operations.

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Elizabeth B Shannon, RN, BSN

DIRECTS & PRO

VIDES OVERSIGHT FO

R SUB-U

NITS

Directs & Provides Oversight for Sub-Units

I ‘grew up’ as a Doctor with Beth managing the Floor (Women’s 7-North). There is no doubt she was the best. I miss her and hope you give her the opportunity she so richly deserves to manage a Unit again. To me, she is the perfect candidate!

Dr. Glenna Anderson

We had three sub-wings on ‘our’ Floor. We cared for Gyn. Surgical patientsBut we also cared for many VIP’s in the DC area. Problem cases were also sent to usBecause of our reputation for the highest level of Customer Satisfaction.

Each of these sub-units reported to me across three shifts. I would make sure I wasAt every shift change or call in to talk to my Leadership team.

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Elizabeth B Shannon, RN, BSN

I had the pleasure of working With Beth at St John’s when she

Was a Hospice Nurse for us. As herManager I was constantly amazed At the volume of phone calls and Letters we received from grateful Families for Beth’s loving care for

Their loved ones. She is a great NurseAnd I pray you hire her for this role –

I know she will do wonderful thingsFor you!

RESPON

SIBLE FOR ALL CO

MPLIAN

CE AND REGU

LATION

S

Responsible for all compliance and regulations

Lina Crews Ridge, RN, BSN, MSN

At Fairfax we worked in close proximity to all of the National Regulatory Agencies. Our VIP patients brought added scrutiny from agencies like the Secret Service & CIA. My team handled all of that pressure with grace. One constant, in managing Home Options, will be the change that will come from Regulatory and Oversight agencies. I am very good at adapting and insuring the team stays updated as the regulatory landscape changes.

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Elizabeth B Shannon, RN, BSN

RESPON

SIBLE FOR THE O

VERSIGHT OF THE REVEN

UE CYCLES:

INCLU

DING BILLIN

G, COLLECTIN

G AND M

EDICAL RECORDS.

Responsible for the oversight of the revenue cycles: including billing, collecting and medical records.

I really like Beth & have observed her strong work ethic and personal care giving skills. I highly recommend her for this position.

Pastor Brent WepprechtHospice ChaplinSt. John’s Libby Hospital

I managed the Women’s Med-Surg. Floor when ‘Managed Care’ was the “Challenge of the Day.” We had to adapt to a different way of delivering care in a more efficient manner. We did.

I spent time in Utilization review and that helped me understand how we could continue to deliver world-class service while meeting our bottom line.

We have a wonderful staff in Home Options that is masterful on billing, collecting & records. Together we will stay on top of the rhythmic revenue cycles.

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Elizabeth B Shannon, RN, BSN

RESPON

SIBLE FOR CO

NTRACTS &

LEASES

Responsible for Contracts & leases

All equipment leases and contracts were handled jointly with the business office at Fairfax Hospital. My job was to insure the providers performed and the equipment worked reliably.

However, in our family business I initiated, followed and managed all vendor contracts, leases and service providers.

I have found that there is a wide variance in firms/contractors as re adhering to their ‘word.’ That sometimes requires a nice and patient approach. Others require a more ‘stern’ manner.

They did everything they could to make J___ feel better – and me too! Beth is the best person I have ever met. She was wonderful to both of us. At the End she did everything she could and more. I will never forget her. Please send her my love and thanks. She is great!!!

S.W.From Hospice family survey. Names withheld for confidentiality.

Stock Photo

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Elizabeth B Shannon, RN, BSN

DIRECTLY SUPERVISE DEPARTM

ENTS &

COM

PLIANCE

COO

RDINATO

RDirectly Supervise Departments & Compliance Coordinator

At Fairfax I managed three shifts and had indirect supervision of OR, Radiology, Lab and Housekeeping staff. I made it a point to be there for every morning shift change to talk with the outgoing shift and work with the incoming. When Evening changed over to Night’s I’d conference call in from home. I worked with many other units on projects of common concern like: Perinatal loss and Pre-Op education.

My husband and I, sadly, experienced the Perinatal loss unit I’d set up and trained when we lost a child at 5 months. I gained an entirely new appreciation of what we do when I watched my team while I laid on my back looking up at the ceiling.

Kudos!

Beth:

I appreciate your willingness to do ‘Discharges’ at the drop of a hat. You model what it means to be a team player!

Mark

A ‘Kudos’ note from a team mate at Home Options

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Elizabeth B Shannon, RN, BSN

IMPLEM

ENT BU

SINESS, REGU

LATORY, REIM

BURSEM

ENT FO

R EACH BUSIN

ESS

Implement Business, Regulatory, reimbursement for each business

Fairfax 7-N Case Study: In response to regulatory changes Insurance Companies stopped paying for admissions prior to surgery. I developed a pre-op education program with the Operating Team Leaders. Our studies revealed that patients that attended that program had a significantly shorter stay in the Hospital.

I submit this example of my ability to successfully manage a Unit in the face of adverse regulatory and insurance headwinds.

Dearest Beth, The Love and Care you gave Dad, and us, last week was a blessing from God. We appreciate it so much. Thank you from the bottom of our hearts.

Love, the family of A.D.

J,B,D,T and A

From a Thank you card hand delivered to Home Options

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Elizabeth B Shannon, RN, BSN

PROVIDES LEADERSHIP TO

MAN

AGEMEN

T TEAM

Provides Leadership to Management team

I had a team of Charge Nurses and Managers from other units, like Housekeeping, that reported to me. I am so proud that our unit, Women’s 7-North was, and still is, the #1 as ranked by US News & World Report (GYN).

Home Options KUDOS:

Excellent Private Care Admission on Sunday!

Thanks Beth!

Melinda

A ‘Kudos’ note from a team mate at Home Options

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Elizabeth B Shannon, RN, BSN

COO

RDINATES AN

D EVALUATES THE HIRING AN

D TRAININ

G PRO

CESSCoordinates and evaluates the hiring and training process

At Fairfax I hired, (fired if necessary), trained, mentored and evaluated the entire Unit – Women’s 7-North. I provided staff education, cross trained with other units and developed a Preceptor program.

I coordinated with the staff of local Nursing Schools for ‘shadow’ programs for students from George Mason, George Washington and Catholic Universities. This helped the students gain valuable experience and gave us an opportunity to evaluate potential new hires.

At Home Options I was, recently, asked to be a Preceptor of new staff and students.

As you approach the crossroads decision of choosing a new manager for Home Options, I wholeheartedly support Beth Shannon, RN, BSN. She exemplifies the best in Nursing. She has that rare intangible, yet very real, quality of leadership by example. In my twenty-five years as regional Sales Manager for MRI, CT, Ultrasound and other diagnostic equipment I came in contact with hundreds of medical professionals. In Beth I witnessed the ‘magic’ of a caregiver providing superb medical care – but equally as important: caring, compassion and true professionalism. There is no substitute for the right leader at the right place at the right time. Beth Shannon is that leader. John Delaney, Ph.D., MBA, AB, USMC 13

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Elizabeth B Shannon, RN, BSN

PLANS FOR AND ENSURES ADEQUATE NUMBERS OF COM

PETENT STAFF TO FULFILL DEPARTM

ENTAL OBJECTIVE.Plans for and ensures adequate numbers of competent staff to fulfill departmental objective.

I was responsible for staffing all of our shifts & sub-units using a staffing matrix for accuity. Full time equivalents were budgeted using census/accuity data from previous years.

Kudos!Beth,Thanks so much for dropping everything to go see a demanding patient. (which made you miss your lunch)

You are the best! Heather

A ‘Kudos’ note from a team mate at Home Options

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Elizabeth B Shannon, RN, BSN

PLANS FOR AND ENSURES ADEQUATE SUPERVISION AND SUPPORT SERVICES FOR EACH CLINICAL DEPARTM

ENT.Plans for and ensures adequate supervision and support services for each clinical department.

In addition to planning each shift on Fairfax 7-N I had to ensure there were adequate support services, like housekeeping, to support each shift. I worked with my Team Leaders to fine tune their needs while making sure we kept a weather eye on our budget.

Kudos for walking that extra mile!

Beth,

Thank you for helping Hospice on the weekend by seeing a Hospice Patient when we were so busy with other Patients!

Carol

A ‘Kudos’ note from a team mate at Home Options

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Elizabeth B Shannon, RN, BSN

ASSURES THAT PRODUCTIVITY STANDARDS ARE SET ACCORDING TO REGIONAL AND/OR NATIONAL STANDARDS.

Assures that productivity standards are set according to regional and/or national standards.

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I set productivity standards for Women’s 7-North to National Standards. Our compliance with them and achievement in Patient & Doctor Satisfaction established us as the # 1 unit in the entire INNOVA system. That unit was, and still is, the #1 ranked GYN unit in the County as now ranked by US News & World Report*.* US News & World Report did not rank units at that time 1985-1995. But we were considered the benchmark by professionals in the field. We became, de facto, the VIP floor for much of the DC area.

Recommendation from Home Options Member

I have worked as a Physical Therapist for Home Options for the past 16 years. I believe Beth to be well suited for the position of Home Options Manager as she has a broad base of knowledge of Nursing skills. Beth constantly impresses me with her calm nature and can-do attitude. She is respectful of everyone she comes in contact with and people just gravitate to her.

Without hesitation I highly recommend Beth for the position of Manager of Home Options.

Vicki Bagley, MA, PT

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Elizabeth B Shannon, RN, BSN

MONITORS THE M

ANAGEMENT OF PRODUCTIVITY

WITH FLUCTUATING CASELOADS.

Monitors the management of productivity with fluctuating caseloads.

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I was responsible for staffing all of our shifts & sub-units using a staffing matrix for accuity. Full time equivalents were budgeted using census/accuity data from previous years.

This is part science and part art. It is important to work with your team so that you are staffed well when census are high to help avoid Nurse/Therapist burnout. Likewise, to stay within budget it is important to anticipate low census.

Communicating well with your team and earning their trust is key to their willing flexibility on these matters.

Recommendation from Home Options Member

Beth posses the skills necessary at this juncture of health care to lead Home Options into the future where the constant will be change in all facets of our programs and diminishing reimbursement and census present challenges that require leadership and vision.

I have admired and benefitted from her calm, direct communication where she confidently articulates the issue/need, the action necessary, and then follows up to ensure the outcome. Her strength of being firm without being bossy or demeaning inspires those working with her to press on.

Joni JenksRegulatory Reimbursement AnalystHome Options

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Elizabeth B Shannon, RN, BSN

WILLING AND CAPABLE OF FUNCTIONING IN THE ROLE OF DEPARTM

ENTAL SUPERVISION PI/COM

PLIANCE AND REFERRAL INTAKE.Willing and capable of functioning in the role of departmental supervision PI/Compliance and Referral Intake.

I worked with Private Insurance on a daily basis when doing Utilization Review at Fairfax.

When working ‘on-call’ weekends I have done referral intakes here at Home Options.

Kudos!

Beth,

You have a sweet spirit about you. I enjoy having you on our team. We are blessed to have you here in Kalispell!

TracyA ‘Kudos’ note from a team mate at Home Options

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Elizabeth B Shannon, RN, BSN

PLAN FOR, DEVELOPS AND IMPLEM

ENTS HIGH QUALITY SERVICES IN DEPARTM

ENTS FOR ALL IDENTIFIED CUSTOMERS

Plan for, develops and implements high quality services in departments for all identified customers

When I ran Women’s 7-North we had the highest Patient & Doctor Satisfaction level in the entire INNOVA system.

We were, and that unit still is, the #1 in the Country.

I believe that is why I was named “Head Nurse of the Year*” in 1994.

* Fairfax called us “Patient Care Directors” I was an Asst. Patient Care Director with the portfolio of a Patient Care Director – i.e., same job, less pay.

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Elizabeth B Shannon, RN, BSN

KEEPS ABREAST OF CURRENT LITERATURE IN AREAS OF EXPERTISE.

Keeps abreast of current literature in areas of expertise.

I believe that staying abreast of trends, regulations and reforms through these associations is vital. We need to anticipate change and be ready for it. Thankfully, we have an amazing internal asset in Rebecca Manna, Regulatory Affairs, to help us in this area. She is an amazing lady & we are fortunate to have her guide us.

I am pursuing my Master’s (Certified Nursing Leader) from Montana State.

I obtained my Legal Nurse Consultant certification & am re-certifying for my Med-Surg. certification.

National Association for Home Care & Hospice

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Elizabeth B Shannon, RN, BSN

ASSURES THAT MEDICARE AND M

EDICAID SURVEYS ARE CONDUCTED IN A PROFESSIONAL AND EDUCATIONAL M

ANNER.Assures that Medicare and Medicaid surveys are conducted in a professional and educational manner.

I was responsible for Unit Compliance, at Women’s 7-North, before, during and after JCAHO audits.

I also helped St. John’s Libby in their audit and successful exit.

Beth did an amazing job helping us complete our audit. I highly recommend her!

Abbe HeemeirSt John’s Libby

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Elizabeth B Shannon, RN, BSN

RESPONSIBLE FOR DEVELOPMENT AND IM

PLEMENTATION OF SOUND BUSINESS,

REGULATORY, REIMBURSEM

ENT AND ADMINISTRATIVE PRACTICES.

Responsible for development and implementation of sound business, regulatory, reimbursement and administrative practices.

re·spon·si·bleriˈspänsəbəladjectiveadjective: responsible1. having an obligation to do something, or having control over or care for someone, as part

of one's job or role.

Synonyms: in charge of, in control of, at the helm of, accountable for, liable for

Fairfax INNOVA Women’s 7-North is the highest rated floor of its kind in the country.

I was responsible for sound business, regulatory, & admin. practices.*I was responsible for helping to design it. I was responsible for moving into it without one flicker of trouble.I was responsible for it having the highest Patient & Doctor Satisfaction.I was responsible that we passed every regulatory audit.

* I worked with the Business Office through my Social Workers on reimbursement issues.

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Elizabeth B Shannon, RN, BSN

PREPARES CONTRACTS AND AGREEMENTS AS NEEDED FOR PROVISION OF SERVICES.

ASSURES THAT EACH CONTRACT IS APPROPRIATELY SIGNED, CURRENT AND EFFECTIVE.Prepares contracts and agreements as needed for provision of services. Assures that each contract is appropriately signed, current and effective.

At Fairfax, contracts & agreements were managed by the Business Office & In-house legal. However, it was my job to make sure that the equipment leasing companies performed the maintenance and service on time and to specification.

In our Family business I did manage all such contracts and dealt with the vendors, lawyers and accountants to ensure that everything ran as expected.

Beth is one of the Most amazingNurses I know!

We have known Each other for 30+ years and she is one the class acts of Nursing!

Terri Stashak, RNCommander Navy Nurse Corps 23

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Elizabeth B Shannon, RN, BSN

RESPONSIBLE FOR OVERALL MANAGEM

ENT AND PLANNING OF THE HOME

OPTIONS OFFICEResponsible for overall management and planning of the Home Options office

Responsible for overall management and planning of highest rated unit in 750 Bed Hospital: Women’s 7-North GYN Med-Surg. Floor at Fairfax INNOVA hospital.

The unit was, and is still is, highest rated GYN unit in the Country as now ranked by US News & World Report.

I was Head Nurse of the Year in 1994 in the entire INNOVA system of 4,000+ employees.

I met Ms. Barrett on January 3, 1994 when I brought my Mother into the ER. My Mother was nearly bled out from a 7 lb. ovarian cyst that ruptured. My last living relative was dying and I was, understandably, shaken up. The Nurse kept asking me to fill out a clip board and I was not replying. She put the clipboard down and bought me lunch.

My Mother was broke, no insurance and required a 60 day stay from a post operative infection. The care she received was amazing.

I was so grateful to Ms. Barrett that I proposed to her and we have now been married 20 years.

I can assure you hiring her for this position will be the best decision you’ll ever make – it was for me! LD Shannon

Women’s 7-North

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Elizabeth B Shannon, RN, BSN

RESPONSIBLE FOR THE PLANNING AND OVERALL SUCCESS OF THE FOLLOW

ING SYSTEMS: REFERRAL/INTAKE

Responsible for the planning and overall success of the following systems: Referral/Intake

At Fairfax hospital I worked with our ER, Oncology, Cardiology, Orthopedics, Urology and other departments for internal referrals and intake. They sent us all of their long term cases when hospital stays ran as long as months.

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Beth does an amazing job of intake and working with other departments to make the transition to 7-N super smooth for patients and families!

Business Office Team, Fairfax INNOVA

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Elizabeth B Shannon, RN, BSN

RESPON

SIBLE FOR (CO

NT.) ) ADM

ISSION

S, PATIENT ACCO

UN

TS, BILLING/CO

LLECTION

S, M

EDICAL RECORDS, PI/CO

MPLIAN

CE, STATISTICAL REPORTIN

GResponsible for (cont.) ) Admissions, Patient Accounts, Billing/Collections, Medical Records, PI/Compliance, Statistical reporting

At Fairfax I often walked down to the ER when a patient was expected to come to our floor post Emergency Surgery. I worked with Admissions to insure a smooth transition for the patient and family to our floor. Patient Accounts, Billing and Collections were not under my direct control BUT I often worked with them when Patients experienced a difficulty of some sort.

Medical records was a function that reported to me for our floor and we were part of the first generation for all manners of technology that we now take for granted: fax machines, PC, cell phones, hand held devices.

While I did work with Private insurance, as a patient advocate, we had Social Workers that reported to me that handled most of that.

Compliance and Statistical reporting was a never-ending part of the job but ramped up when we had audits and other ‘big’ functions.

One of the largest ‘jobs’ took place when we worked with the design team to design 7-North, planned the move and executed the transition seamlessly.

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Elizabeth B Shannon, RN, BSN

DIRECTLY SUPERVISES DEPARTMENT SUPERVISORS, OFFICE CHARGE,

REFERRAL NURSES AND PI/COMPLIANCE NURSE.

Directly supervises department supervisors, office charge, referral nurses and PI/Compliance Nurse.

When I ran Women’s 7-North I directly supervised Charge Nurses, Administrative staff, Social Workers, Housekeeping and oversaw the business office functions for my floor. I worked in Utilization review and in that Private insurance. I managed Compliance and saw to it that our floor remained within specs at all times.

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My team threw my baby Shower

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Elizabeth B Shannon, RN, BSN

SERVES AS THE MEDICARE HOM

E HEALTH AIDE PROGRAM COORDINATOR

(PC)RESPONSIBLE TO ASSURE THAT ALL HOM

E HEALTH AIDES ARE PROPERLY CERTIFIED, TRAINED AND RE-CERTIFIED.

Serves as the Medicare Home Health Aide Program Coordinator (PC), train, certify & re-certify.

As Head Nurse of Women’s 7-North I was responsible for all Aides and Nurses to be properly certified, trained and re-certified for Medicare & Medicaid.

Beth has a very clear understanding of JAHCO and Medicare regulations and frequently is the go to source for co-workers on these issues.

Beth is the ideal candidate for this position!

Dorene Hay, BS, PTAHome Options

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Elizabeth B Shannon, RN, BSN

CHAIRS, PLANS OR DELEGATES RESPONSIBILITY FOR ALL COM

MITTEES, TASK GROUPS, M

EETINGS AND ADVISORY GROUPS. Chairs, plans or delegates responsibility for all committees, task groups, meetings and advisory groups.

At Fairfax I chaired or sat on numerous committees like: • Perinatal Loss• Fund for Nursing Excellence• Staff Meetings

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Elizabeth B Shannon, RN, BSN

CON

CLUSIO

NConclusion

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I have done 99% of the job you have posted to Manage Home Options. The remaining 1% will always evolve as the job will change and shift with the times. Regulatory changes, Private Insurance shifts, New Technologies – all will require us to be flexible, adaptive and place an emphasis on real teamwork.

I know I can do this job.

I know that because I believe in the people that are Home Options. I want to be their champion, their Servant Leader as we move forward.

If you give me this opportunity I will do for Home Options what I did for Women’s 7-North at Fairfax Hospital: with Our Team We will create the Highest Rated Patient and Doctor Satisfaction Unit in the Northwest HealthCare system.

Thank you for your time, interest and consideration.

Beth Shannon, RN, BSN