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Ambulatory Expert Witness

Expert Witness No.2931



Experienced senior level healthcare executive with expertise and accomplishments in healthcare planning, marketing, compliance, and operations in for-profit and nonprofit healthcare facilities; and successfully managing physician, employee relationships and facility design/redesign. Experience and oversight in the following services:  Cardiology, Critical Care, Quality Improvement, Ambulance/Transport, Emergency Medicine, Ambulatory/Outpatient Services, Occupational Medicine, Long Term Care, Post-Acute Care Services, Rehabilitation Services, Respiratory Services, Pastoral Care, Social Services and Orthopedic Surgery.


Healthcare Service Company, Yukon, OK                         
April 2009-Present
Consulting services to hospitals and other healthcare agencies related to regulatory compliance and hospital-wide performance improvement.
Consulting services to federal government agencies and subcontractors related to Medicare fraud investigations.
Reviews and analyzes medical records provided by prime contractors for determination of medical necessity and appropriateness and compliance with applicable Medicare guidelines.
Makes review determinations and record findings in accordance with carrier approved denial codes.
Summarize findings of the medical review in a comprehensive narrative report addressing key findings of the review as well as incidental practice patterns and trends. 
Consulting services to attorneys related to reviewing and analyzing medical records to determine compliance with standards of care in the defense of medical malpractice litigated cases.

SUPERIOR MEDICAL TRANSIT, Yukon, OK                        
March 2012-Present
Assisted with development of company application for State licensure, June 2012.
Developed policies and procedures and Quality Assurance Program in accordance with State Emergency Medical Transportation, Rules and Regulations in collaboration with company Emergency Medical Physician Director.

BOOMER HEALTH CARE, Oklahoma City, OK                                    
Nov 2007-Present
Senior Care Services and Health Care Consulting: Acute Care, Long-Term Care and Post-Acute Services.    
Develop and implement geriatric care plans for private clients.  
Consulted with Regional Office of CMS, Dallas, Texas, Long-Term Care, Quality turnaround initiatives for struggling long term care facility. .
Perform medical record reviews for compliance with state and federal regulatory and licensing requirements.
Consult on facility design and operational models for efficient and effective quality care and profitability margins. 

PARCWAY POST ACUTE RECOVERY CENTER, Oklahoma City, OK                                     
May 2010 –Oct 2011
148-bed Long Term Care and Skilled Nursing Facility.
Executive Director/Administrator    
Planed, directed, coordinated and implemented quality patient care processes.
Participated in a facility wide redesign and renovation project for post-acute care.
Implemented facility electronic medical record.
Redesigned the MDS office and processes around MDS 3.0.
Restructured the management model to be more acute care focused versus long term care.
Redesigned and implemented new nursing unit management model.
Consistently increased monthly profitability margins.


June 2009-May 2010
Physician Owned Orthopedic Hospital and Outpatient Facility.
Vice President/Chief Nursing Officer    
Responsible for all of the clinical services for the hospital and the ambulatory care center.
Implemented governance infrastructure for the hospital and outpatient center.
Coordinated mock survey processes for accreditation by Healthcare Facilities Accreditation Program HFAP.
Participated in physician recruitment. 
Coordinated dietary, laboratory, social service and respiratory consulting services.
Developed job descriptions for the acute care hospital and surgery departments.
Implemented core competency programs for the nursing and surgery departments.
Developed and implemented policies and processes for compliance with CMS regulations.
Participated on Medical Executive Committee and Governing Board of the Hospital and Ambulatory Center.
Coordinated efforts for the hospital to transition leadership from physician ownership to Management Company.
PARCWAY POST ACUTE RECOVERY CENTER, Oklahoma City, OK                                      
July 2008-June 2009
148-bed Long term care and Skilled Nursing Facility.
Director/Nursing Services    
Planed, directed, coordinated and implemented quality patient care processes.
Participated in a facility wide redesign and renovation project for post-acute care.

BONE AND JOINT HOSPITAL, Oklahoma City, OK                     
Jan 1979-Feb 2008
A member of SSM Healthcare, Bone and Joint is a 102-bed specialty hospital offering orthopedic and rehabilitation services.

Vice President / Chief Nursing Officer                        
1996- 2008
Responsible for the management of all nursing care systems within the hospital, in addition to transportation, respiratory, emergency services, pastoral care and social services departments.  Participated with leaders from the governing body, management, medical staff, and clinical areas in developing the hospital’s mission, strategic plans, budgets, resource allocation, operation plans, policies and procedures and conducted hospital wide quality assessment and improvement activities.  Established, with other management personnel, the hospital’s philosophy, goals and objectives, Standards of Care, Standards of Practice, and policies and processes to achieve optimum quality patient care and financial profitability.
Implemented hospital wide Shared Governance Model, to support collaborative work environment for employees and physicians.
Achieved Press Ganey Patient Satisfaction levels above the 90th percentile, reaching the 98th and 99th percentile respectively for inpatient and emergency room satisfaction. HCAPS Patient Satisfaction level of 99th percentile for inpatients.
Consistently achieved financial performance goals, exceeding goals.
Participated in hospital architectural redesign projects.
Developed the nursing division annual budgets and goals, which aligned with hospital strategic plan.
Developed computerized master staffing plans that supported hospital’s financial performance goals.
Implemented hospital’s initiatives to achieve best decile performance in the three years of the CMS Demonstration Project for Surgical Infection Prevention in Hip and Knee Replacement; top ranked hospital in the nation in year one and third ranked in year two.  
Participated in the development of the application leading to the organization’s receipt of the 1994 and 1996 Oklahoma Quality Award for Excellence (based on the Malcolm Baldrige National Quality Award Criteria).  
Participated in coordinating accreditation efforts, with hospital attaining JCAHO status of “Accredited with Commendation”, and scores of 99 in 1997 and 2000, the highest possible level of accreditation. 

Assistant Director of Nursing Services                            
Assisted the Director of Nursing in overseeing the operations of the nursing division.
Implemented the recruitment and retention plan for nursing division.
Coordinated daily staffing of the nursing units, Emergency Room and Ambulatory Surgery.
Managed operations of the Emergency Room and Ambulatory Surgery areas.

ST. ANTHONY HOSPITAL, Oklahoma City, OK                                     
A subsidiary of SSM Health Care. St. Anthony is an 800-bed tertiary acute care, nonprofit hospital. 

Staff Nurse, RN, Intensive Care Unit, Post Coronary Care Unit
Assessed, planned, implemented and evaluated direct patient care activities.


Long-Term Care Administrator
Administrator University, 2007
Licensed Long Term Care Administrator, OK
Oklahoma State Board of Examiners
Oklahoma City, OK

Masters of Health Administration, 1997
University of Oklahoma, Health Science Center
College of Public Health, Oklahoma City, OK

Bachelors of Science, Nursing, 1990
University of Oklahoma, Health Science Center
College of Public Health, Oklahoma City, OK

Associate of Arts in Nursing, 1977
Bacone College, Bacone, OK    

Resident Assessment Coordinator, Certified, 2016 
American Association of Nurse Assessment Coordination


American Organization of Nurse Executives                    
Oklahoma Organization of Nurse Executives                    
Nursing Service and Educators Association                    
American College of Healthcare Executives, Member                                                                       
National Association of Healthcare Recruiters                    
National Association of Orthopedic Nurses                    
Charter President, OKC Chapter                        
Delegate National Convention                        
Case Management Society of America                    
National Association Directors of Nursing Administration/LTC            
National Association of Professional Geriatric Care Managers            


Oklahoma State Quality Award Foundation, Board of Examiners            
Chair, SSM Healthcare Nurse Executives                    
Bone and Joint, Ambulatory Surgery Center, Board of Directors            
Emergency Medical Services, Oklahoma Emergency Response System 
Development and Advisory Council, Rules Work Group, Oklahoma State 
Department of Health.                            

Available Upon Request

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