
Jaime Carlson
Owner & COO

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About me
Population Manager at Harvard Vanguard Medical Associates
Education

State University of New York College at Purchase
1982 - 1984Philosophy/Creative Writing
Experience

Barn Stream Natural Foods
Mar 1987 - Mar 1998Owner & COOFounded and operated natural foods bakery to meet emerging need for whole food alternatives to main stream products.Produced, Marketed, and distributed ZA Pit-Za Bread nationally. Personally involved in all aspects of operations including production, packaging design, sales, point of sale material design, marketing, promotion, shipping, purchasing, HR, payroll, and payables and receivables.Developed a National reseller distribution channel including Key Accounts with Stowe Mills, Whole Foods, and Northeast Co-OpsImplemented a direct mail division to significantly increase company sales and marketing channels. Targeted customers directly through existing media channels which included New York Times, Boston Globe, and Walnut Acres Catalog.Products featured on QVC Shopping ChannelPioneered first use of modified atmosphere packaging in bread products as an alternative to chemical preservatives. Show less

PC Connection
May 2002 - Oct 2004Corporate Sales Account ManagerDeveloped sales relationships and managed customer base within the SMB business space. Responsible for development of new accounts through prospecting, quoted customers, and handled first line of accounts payable and support.Promoted to Team Lead within 6 months of start date. Responsible for coordination and implementation of team goals, sales incentive programs, management initiatives, and adjunct training programs.Strong logistical sales model that emphasized coordination between multiple departments and vendors to exceed customer expectations.Created end-to-end solutions that included core architecture, support packages, VAR implementation services, software licensing, and client systems.Received extensive training in multiple areas of IT including storage, security, servers, clients, networking, and software. Show less

The Living Practice
Nov 2004 - nowOwner/PractitionerOwner and founder of The Living Practice, providing a blend of alternative therapeutic services to activate the body’s naturally ability to heal itself and enable people to identify and pursue their dreams. Specializing in energy therapy and life path discoveryCreated and implemented marketing strategy and materials including print advertising, radio advertising, brochures and business cards, logo, website and posters.Created and continue to teach a variety of life enrichment workshops combining yoga, chakra balancing and guided imagery to empower people to pursue their life dreams. Creatd written workbooks and recorded guided meditiation CDs to accompany workshops for students to continue their practice at home. Written articles for Monadncok Shopper News Health Section.Volunteer with several community out-reach organizations including Phoenix House and Cheshire Medical Center, to bring my healing arts to people that might not otherwise have the opportunity to experience them Show less

Leonard Weldon, DDS
Nov 2004 - Apr 2008Surgical Assistant/Patient CoordinatorCoordinating patient services for a successful oral and maxillofacial surgeon’s office. Responsible for all aspects of patient services beginning with phone triage at initial call, explanation of services, consultations and radiographs, insurance coverage and payment options, surgical assisting when required, follow-up of any on-going conditions.Coordination of treatment plans with other offices such as primary care physicians, general dentists and orthodontists.Designed, implemented and maintained multiple vitamin and supplement programs to address common conditions or symptoms relating to surgical procedures and TMJ issues.Creation of various forms and record keeping procedures to streamline patient information and medical records and follow on-going issues more efficiently.Attend trainings and seminars for new or revised surgical and laser procedures, CPR, HIPAA, OSHA and sales seminars for specialty services provided by the practice Show less

Harvard Vanguard Medical Associates
Jan 2012 - May 2016Key position with significant impact on multi-million dollar insurance contract reimbursements for Harvard Vanguard.Design and implement outreach campaigns targeting provider's patient panels designed to capture recurring business and promote preventative care.Develop strategic plans with Site Administrator, Chief Medical Officer, and Practice Manager to achieve targets set by insurance contract partnersMaintain Toyota Lean Process Control Boards, MDI Boards and refine outreach process through the A-3 problem solving model.Developed and authored complete system of metrics to track all outreach efforts site-wide. Show less As a medical secretary at Harvard Vanguard in Concord, I support the clinical staff in coordinating patient care. The job is diverse, fast paced and highly focused on service excellence. In addition to patient care coordination, I am on a team of first responders for all incoming calls for internal medicine. First responding requires mental agility, strong communication skills, both verbally and written and a degree of diplomacy for those situations when patients are not as happy as one might like.I was drawn to this line of work after spending time with my parents while my father was having health issues. They had a hard time navigating the healthcare system and I was inspired to be helpful to people in that position.Harvard Vanguard utilizes the Toyota Lean method of management. I have participated in several trainings and events designed to trim the processes of both the clinical and non-clinical staff. These events involve data collection and evaluation, creation of streamlined processes, testing of those processes and writing new standards of work. This is a tremendous opportunity for collaboration across all levels of the company. Show less
Population Manager
Nov 2013 - May 2016Medical Secretary
Jan 2012 - Nov 2013
Licenses & Certifications

Toyota Lean A3 Thinking
Simpler ConsultingOct 2012
Toyota Lean Green Training
Simpler ConsultingMar 2012
Toyota Lean Bronze
Simpler ConsultingNov 2013
Honors & Awards
- Awarded to Jaime CarlsonDiamond Award Harvard Vanguard Dec 2015 The Diamond Award is given for outstanding achievement. In 2015 I helped achieve 100% of our goals for population management as outlined by the major insurance contracts for preventative care of our at risk patients.
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