Rebecca Sherman

Experience

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  Kaiser Permanente

  Oct 1980 - Mar 2000

  National E-mail and Groupware Services Lotus Notes R5 Project (R5), Kaiser Permanente Northern California-Foundation Health Plan, Kaiser Permanente Information Technology, Walnut Creek.Specifics: Developed and maintained project plan for the Calendaring and Scheduling Project (C &S). Coordinated the C &S Project with the four other subprojects of R5 (Server Farm, Upgrade, Migration and Application Development Projects). Worked with EGS Managers and leads in developing project plans to layout the high and mid-level milestones and to assign responsibilities. Analyzed current operations in order to understand the client's business requirements for value-added e-mail and message services; learned C & S functionality of R5 intimately to identify potential benefits for users. Assisted users in adapting to new systems and technologies. Developed strategic plan with cost, service, benefit/ROI components for C & S project, which was used at executive level for funding and scope decisions. Established liaisons with user community to facilitate user education, public relations, e-mail and other messaging-related migration and implementation issues. Developed and maintained client partnership relationships. Delivered presentations and demonstrations to market R5 with special emphasis on calendaring and scheduling. Lead/participated/coordinated peer group, task force groups, cross-functional groups and/or cross-divisional work group meetings. Applied technical and business knowledge in the analysis of client requirements in areas such as: mail and calendar migrations/upgrades, testing, product acceptance, market research of emerging or available product functionality, and operational readiness assessment for changes/new enhancements/new systems. Negotiated contracts, Statements of Works (SOWs), Documents/Memos of Understanding (DOUs and MOUs), and Service Level Agreeements (SLAs) pertaining to R5 & S. Set up training/communication/information programs for users. Show less Adult Primary Care and Appointment Advice Call Center Projects (APC/AACC), Kaiser Permanent Northern California-The Permanente Medical Group, North East Bay Service AreaSpecifics:Developed and maintained project plans with project managers and team members and marketed the Stargate and Message Manager applications. Consulted and supported the medical facilities throughout the implementation and operational transition to the APC/AACC initiates. Assisted facility managers, APC/AACC operations, Regional project staff, and Data Management Leads in the process of data collection, data analysis and data maintenance. Acted as a content expert for Booking Guidelines, Personal Physician Database Cleanup, Team Empanelment, and Service Level Agreements-ensured that maximum operational effectiveness was realized in these areas. Facilitated clinician user group meetings and involved appropriate individuals in diagnosis and developed recommendations and action plans for a multi-disciplinary perspective. Identified health care operations and system issues and documented functional requirements, workflow and system specifications. Conducted quantitative and qualitative analytic problem solving analyses using PC applications/software. Coordinated and performed user acceptance testing on the PC-Client-Server Applications-STARGATE. Supported Tele-Service Team Message Manager application at the facilities supported by the Vallejo Regional Call Center. Recommended QA/I process strategies and identified best practices for Medical Group Administration, AACC/APC Directors, Physicians and Service Line Managers. Conducted APC Computer Assessments and facilitated transition of maintenance tasks from project team to facilities. Show less Accounts Receivable Billing Information System Project (ARBIS), Kaiser Permanente Northern California-Kaiser Foundation Health Plan, Kaiser Permanente Information Technology, Walnut Creek.Specifics: Analyzed the design and specifications for client-defined tables within a PC-Client Server Applications. Utilized Technology's structured testing methodology to decompose business requirements. Developed and wrote test scripts on business requirements and procedures. Performed functional and integration testing of Eastward (IDX) application. Test scope included front end user functionality testing and backend release testing. Researched and analyzed test results and recommended code changes and enhancements. Documented detailed specifications for issue resolution, retested problems when resubmitted by vendor or programmers and tracked resolution. Liaison between the users, facilities, redesigns vendor and technical community. Delivered live and teleconference presentations and demonstrations. Edited and reviewed new Position Operational Guides and System Flows resulting from automation and/or reengineered work processes. Supported Redesign Project, ARBIS prototype training, pilot sites, and on site implementation. Coordinated pilot issue resolution process by identifying and defining problems/issues: proposing and discussing solutions with appropriate parties and reporting issue status to the user community. Trained IT's legacy systems maintenance staff on issue resolution process and General Ledger testing on dual platform (TANDEM and IBM) systems. Lead Implementation System Support for the Facility Support Team, PBS Trainers, and the user community. Show less Specialized in Occupational Medicine and used my comprehensive knowledge of business office lines of business: Medical, Medicare, and Durable Medical Equipment-Home Health to train new employees and promote customer service improvement. Extracted billing information from medical records and source systems and transcribed clinical progress notes to generate HCFA/UB bills and reports. Worked with outside insurance carriers and employers and Kaiser Occupational Medicine clinicians to coordinate care and case management. Participated on local and regional committees such as: Service Improvement Programs, Patient Accounting Redesign Group, Functional Unit Management, Business Office Procedures Task Force, and chaired Employee Award and Recognition Committee. Show less

  • National E-mail and Groupware Services IT Sr. Business Consultant/Project Manager

    Sept 1999 - Mar 2000

  • Appointment and Advice Call Center and Adult Primary Care Project Sr. Business Analyst/Consultant

    Sept 1998 - Sept 1999

  • California Region Accounting Billing and Receiving Information Quality Assurance/Business Analyst

    Jun 1996 - Sept 1998

  • Occupational Medicine Biller and Reporter

    May 1994 - May 1996

  • Patient Business Services Business Office Analyst

    May 1988 - May 1994

  • Pharmacy Technician

    Oct 1980 - May 1988
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  Kaiser Permanente

  Sept 2000 - Oct 2008

  Summary: Transition Project Manager-Consultant for opening of the 220-bed, 80 clinic office Modesto Medical Center. Participated in leading large multi-disciplinary operational planning teams through readiness process including equipping, building commissioning, State licensing, city and county permitting, staffing and operational opening of 50 acre campus.Specifics: This critical role included the planning and tracking of projects (ClinTech capital plan) both (tactical and strategic), communication, facilitation, timeline/deliverables, risk analysis, quality assurance, team management, and implementation of highly visible, sensitive and multi-faceted work streams to track and influence committees to meet objectives. Identified and resolved issues. Ensured assigned projects were delivered within scope, schedule, and budget. Ensured that quality levels were consistent with partner/customer expectations.Included the planning and tracking of projects both (tactical and strategic), cost effectiveness, communication, risk analysis, quality assurance, team and vendor management, and implementation of highly visible, sensitive and multi-faceted projects. Identified and resolved issues related to projects. Ensures assigned projects are delivered within scope, schedule, budget and quality levels are consistent with partner/customer expectations. Show less Product Lead, KP HealthConnect Facilitated the rollout of mission-critical electronic medical record (EMR). Owned practice management module and collaborated with stakeholders, clients and KP Healthconnect project team members across the enterprise. Specifics: Led the ongoing analysis, planning and management of Resolute (Hospital and Professional Billing) within a product line or product family (KP Healthconnect) andfacilitated corrective actions to improve product financial (membership, revenue, margin) and administrative (health plan and delivery system operations) performance. Developed an annual product plan containing target performance metrics, initiatives and strategies that were consistentwith overall regional and enterprise goals. Worked with Sr. Product Managers to support multi-disciplinary task groups that assessed the marketing, financial, operations, administrative, and clinical implications of specific product changes and enhancements. Led the implementation of product enhancements as appropriate. Ensured product enhancements, initiatives, and strategies were implemented consistent with agreed upon timelines and milestone dates. Oversaw weekly progresskey project initiatives. Updated, monitored, and enhanced as necessary a product dashboard to monitor and track product performance. Coordinated product documentation and assisted with product training and implementation support (Colorado, Maryland, Washington D.C. and Virginia). Ensured contractual compliance with benefit filings and other regulatory issues. Show less Summary: Lead Hospital Resolute Hospital and Professional Billing curriculum development, pilot, training and implementation for the enterprise; Epic certified. Collaborated with the eight regions within the Kaiser enterprise to ensure requirements and deliverables were on time, on budget and applicable to meet the needs of the regions, doctors, nurses and frontline staff who provide patient care.Specifics: Developed and maintained project plan for Georgia (GA) Resolute Training (first region to go live). Participated in the leadership of a cross-functional GA workgroup to identify and document which tasks were pertinent to local business office operations. Analyzed GA workflows to develop overviews, scenarios and exercises for Instructor Led Training (ILT) materials. Participated in Prelude and Resolute team meetings (staff meetings and walkthrus). Developed definitions and Learning activities for GA ILT materials. Validated actions steps for ILT modules. Facilitated Knowledge Transfer sessions with other applications leads. Facilitated meetings with Epic trainers, regions, and the National Revenue Team for National Resolute Training Environment Build. Show less National Health Insurance Portability and Accountability Act (HIPPA) Project, Kaiser Foundation Hospitals, Kaiser Permanente Information Technology, Walnut Creek.Summary: Led curriculum development, pilot, training and implementation for the enterprise; 160,000. Collaborated with the eight regions within the Kaiser enterprise to ensure requirements and deliverables were on time, on budget and applicable to meet the needs of the regions, doctors, nurses and frontline staff who provide patient care.Specifics: Initiated, identified and coordinated the analysis and implementation of HIPAA regulations with health care operations, corporate attorneys and business clients in the areas of security and privacy. Lead cross-functional and/or cross-divisionalwork teams to develop an enterprise-wide compliance training program. Designed, developed and deployed HIPPA training program for 160,000 plus workforce members. Training program included web base learning, instructor-led training, self-paced training and videoconference training sessions. Acted as HIPPA security and privacy content expert for health care operations and business areas. Project managed the implementation of the HIPPA regulations with healthcare operations, business and IT leads and owners. Negotiated contracts with publisher and printers for training materials, KP regions and National departments. Analyzed HIPPA Privacy and Security federal regulations and defined HIPPA training delivery, tracking and reporting requirements for enterprise. Show less National Clinical Information Systems Project (KP-CIS) Process and Analysis, Kaiser Foundation Health Plan Northern California, Kaiser Permanente Information Technology, Oakland Regional (Corporate) OfficesSpecifics: Provided process analysis for consolidation into a National perspective for HCFA/HEDIS Data Access and Reporting specifically for NCAL, SCAL, and Hawaii, Colorado for Medicare Plus Choice, Medicare Fee for Service, Purchasing and HEDIS Participated in the leadership of cross-functional multi-disciplinary teams (Clinical Content, Requirements, Product Development, Benefits, CMT) and/or cross divisional task forces to identify and document functional requirements, workflows, information sources and distribution paths, and system specifications. Identified and interviewed a variety of stakeholders for Data Access and Reporting from primary stakeholders to front line users. Collaborated with cross-functional KP-CIS teams to develop process work flow maps to analyze current operations in Medicare Finance, Patient Business Services, Pricing Data Systems and all areas that generate and use Utilization and Quality Assurance reports. Participated in the Knowledge Transfer (training and testing) Kaiser-IBM program in Colorado. Show less

  • Capital Facilities Planning Project Manager-Consultant, Central Valley Service Area

    Apr 2006 - Oct 2008

  • National Product Lead, KP Health Connect (EMR)-National Revenue Cycle Product Management

    Jun 2005 - Apr 2006

  • National Health Connect Resolute Professional and Hospital Billing Training Lead

    May 2003 - Jun 2005

  • National HIPAA Lead Business Consultant

    Mar 2001 - May 2003

  • National Clinical Information Systems Lead Business Consultant

    Sept 2000 - Sept 2001
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  Clergy Image

  Jun 2015 - now

  Senior Business Consultant

  Process improvement and business oversight.