MARLA L. CAPLAN, MBA, LSW, CHCE Board Apps/Capla… · MARLA L. CAPLAN, MBA, LSW, CHCE ... programs...

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Page 1: MARLA L. CAPLAN, MBA, LSW, CHCE Board Apps/Capla… · MARLA L. CAPLAN, MBA, LSW, CHCE ... programs for companies’ growth and expansions inclusive of writing and implementing ...

MARLA L. CAPLAN, MBA, LSW, CHCE 1110 Crane Avenue ♦ Pittsburgh, PA 15220

(HOME) 412-341-0608 (CELL) 412-680-9679 (EMAIL) [email protected] (SKYPE) marla.l.caplan

DDEEVVEELLOOPPMMEENNTT && BBUUSSIINNEESSSS MMAANNAAGGEERR

A visionary, goal and outcome driven, high-energy leader earning a verifiable record in executive leadership, business development, and in securing increased revenues effecting over 22 years of experience holding managerial proficiencies and competence of a Master of Business Administration, a Master of Social Work, Licensed with multiple industry certifications; Healthcare Ethics Degree; and PA State approved Nursing Home Administrator program. Embracing a strong work ethic, employing flexible and adaptive skills, transferring knowledge and experiences amongst industries, with the ability to learn and manage multi-faceted operations simultaneously; strategic development; a consummate knowledge of corporate operations; human resources; and the ability to identify and amend shortcomings within abbreviated time frames.

CCOORREE PPRROOFFEESSSSIIOONNAALL SSTTRREENNGGTTHHSS

Leadership/Management Strategic Planning & Budgeting Business Development Trainer/Educator Project Management Legal/Ethical/Regulatory Marketing & Public Relations Contract Negotiations Public Speaking Compliance

HHIIGGHHLLIIGGHHTTEEDD AACCCCOOMMPPLLIISSHHMMEENNTTSS

Successful implementation of over 7 successful new business starts and office expansions, created and launched at least 4 new and additional programs for companies’ growth and expansions inclusive of writing and implementing Policies and Procedures

Manage operations with staffing of over 35 employees and have grown staff from 0 – 12 in 6 months congruent to business growth

Obtained CHAP Accreditation(deficiency-free Medicare Certification) & 3 PA D.O.H. State License with deficiency free survey in less than 1 year

Landed multiple Request for Proposal Awards in PA for MH/MR, increasing revenues, market shares, and program growth

Ranked in the 50 top sales representatives in the country out of 500 plus representatives

Completed an M.B.A in 8 months with a 3.98 GPA while working full-time

PPRROOFFEESSSSIIOONNAALL PPRROOFFIILLEE

SSEENNIIOORR MMAANNAAGGEERR –– CCAARREEGGIIVVEERR CCOOAACCHHEESS Highmark, Inc. CaregiverHQ Program 02/2014 - PRESENT

Create and implement policies and procedures for the new business launch Process Improvement Projects

Recruit/Hire/Manage/Lead a team of licensed professionals executing ‘coaching’ services Building vertically integrated delivery systems

Develop and launch Marketing Campaigns and Community Education Performed as Support Group Leader

Created and manage a newly launched call center queue Utilize recorded line reporting for training and managing quality of services Generate call patterns and statistical reporting

Review, document, audit and address all services maintain compliance of regulatory requirements and certification/accreditation standards

Conducted Lunch and Learn Seminars and Public Speaking Engagements Agency Representative to External Boards & Agencies

Vet Community Service Providers and Contract, Train, and Manage as indicated Customized Web Site Development

Design and deliver approved curricula for professional Continuing Education Unit presentations and events

CCOONNSSUULLTTAANNTT AANNDD IINNDDEEPPEENNDDEENNTT CCOONNTTRRAACCTTOORR 01/2006 - PRESENT

Consultant on Healthcare Ethics Service to large University Hospital, completing 3 – 10 physician ordered, patient consults per month Also serving on this Hospitals’ Board of Ethics (’05) and Board of CORID (’09)

Director of Senior Assistance, LLC providing Business Development, Corporate Elder Care, and Public Speaking engagements (11/2011 – 02/2012)

Contracted by 3 Companies to develop, license, and launch New Businesses in Healthcare

Brokered Joint Ventures for companies adding mutual benefits to business and existing customer base

Serve on the Board of Directors for American College of Healthcare Executives (2009), Managing the role of Treasurer 01-2010 through 06-2011

Contracted by/to Skilled Nursing Units and other Facilities/Organizations providing mandatory education and trainings

Retained to provide EAP Counseling Individual Consulting projects in Business Compliance & for Business Growth & Expansions

MMAANNAAGGEERR –– CCEERRTTIIFFIICCAATTIIOONN && AACCCCRREEDDIITTAATTIIOONN UPMC Center For Continuing Education 03/2012 - 01/2014

Provide oversight of educational activities ( including commercial support) and ensure compliance with external regulatory requirements

Governed course curriculum development and participation in all Committee Content Planning Meetings

Sanctioning of Course Marketing/Required Documentations/Budgets/On-site Monitoring Analysis of Course Evaluations/Quality Improvements

Administer course compliance audits, including both on-site audits & chart audits Manage assigned staffs

Ensured all assigned activities are in compliance with all regulatory requirements (ACCME, Department’s P/P), implement corrective action when needed

Implement institutional & departmental policies and procedures, and review/update departmental policies and procedures related to CME

Generate reports for the ACCME and stakeholders; maintain accountability for collection and analysis of educational data and statistics

PPRROOGGRRAAMM DDIIRREECCTTOORR:: PPiittttssbbuurrgghh && OOhhiioo Compassionate Care Hospice 02/2010 - 11/2011

Developed Legal Corporation (Compassionate Care Hospice of Pittsburgh, LLC) Performed as Director, Social Worker, HR, & Marketer

Ensured compliance with legal, regulatory, and accreditation standards

Developed Program-creating & implementing service policies & procedures to accomplish identified outcomes; ensure financial stability, obtain licensure Achieved CHAP Accreditation (Community Health Accreditation Program), Medicare Certification, & 3 PA State Licensures (deficiency free) in less than 1 year

Managed and Directed all operations including: HR- Growth Strategies/Planning-Budgets-Contracts-Marketing-Clinical Program Oversight Served over 45 patients in 9 months with 4 of those months having all marketing activities ceased & prohibited, maintaining a steady ADC of 17 patients

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MARLA L. CAPLAN, MBA LSW CHCE, 412-431-2751 ♦ 412-680-9679 PROFESSIONAL PROFILE CONTINUED …

CCHHIIEEFF OOPPEERRAATTIINNGG OOFFFFIICCEERR Global Business Development Company, LLC 11/2008 - 03/2010

Secure National & International business development, acquisitions and mergers, funding sources, and budget completions

Identification and implementation of complementary lines of business

Completed multiple business plans and marketing plans across various industries (i.e. athletic intramural programs, construction, retail) 85% time allocated to GME (Global Medical Equipment of AZ) – DME distribution, retail, wholesale, and manufacturing

Products expanded from gloves/syringes/braces/TENS to power mobility specialty beds, up to and including patent specialty products

EEXXEECCUUTTIIVVEE DDIIRREECCTTOORR Horizon’s Hospice LLC 06/2008 - 11/2008 Establish all aspects for start-up Hospice (Pittsburgh + surrounding counties) acquiring deficiency-free state licensure

Entrench community and targeted prospects building rapid census (16 patients in 1.5 months)

Negotiated and obtained contracts: Medical Directors, Hospitals/Medical Facilities, and business operation service providers

Ensured all daily hospice operations were conducted: budgets, staffing, business development, service implementation, and organization branding Exceeded goals every month in census growth and budget expectations Overall management of regulations, policies and procedures Hired, fired, trained, and supervised all staffs Managed all disciplines daily productivities

DDIISSTTRRIICCTT MMAANNAAGGEERR Family Home Health and Three Rivers Hospice 08/2007 - 06/2008 Develop, manage, and conduct daily operations of both hospice and home health care lines of business in a new district/territory

Market & Develop a census & organization branding Establish Contracts Recruit, train, and supervise staff Every close of quarter, business projections were met, including census, staff recruitment & training, and community entrenchment

AASSSSIISSTTAANNTT GGEENNEERRAALL MMAANNAAGGEERR Gateway Health 11/2005 - 08/2007

Directed all daily operations of hospice program Supervised and trained a staff of over 35 Administrated sales teams’ budgets

Created and oversaw new business opportunities Expanded program services opening a second office in a new territory

Directed a sales team growing patient census from 40 to 125 in just over one year

Managed clinical and auxiliary departments (Social Work/Volunteer/Chaplains) caseloads, productivities, documentation compliance reviews (QA) Additionally responsible for FT clinical care carrying a Social Work Caseload of 60 patients

CCOOMMMMUUNNIITTYY EEDDUUCCAATTIIOONN RREEPPRREESSEENNTTAATTIIVVEE Odyssey Healthcare, Inc. 02/2004 - 05/2005 Developed relationships in the community extending existing referral sources

Physicians, facility employees (nursing homes, assisted living/personal care homes, hospitals), community members/professionals

Served as a key speaker in numerous education sessions on topics of hospice, advanced directives, and medical care

Directed a territory, managing budgets and conducting ongoing needs analysis, marketing, and business opportunities

Secured compliance with Medicare, federal, and state regulations while following company policies

MMAANNAAGGEERR OOFF SSEENNIIOORR SSEERRVVIICCEESS Jewish Association on Aging 01/2003 - 02/2004

Improved programs service delivery providing ongoing consultation, interdepartmental communications/coordination, and creative programming

Increased census and program growth via community marketing of cold calls, scheduled in-services, community client meetings, and networking

Developed the Ethics Committee inclusive of designed policies/procedures, implementation of ethics consults, and staff education Conducted "End of Life" and "Advanced Directives" community lectures/programs

Led and negotiated contracts with managed care organizations and healthcare systems

BBUUSSIINNEESSSS DDEEVVEELLOOPPMMEENNTT SSPPEECCIIAALLIISSTT Northwestern Human Services of Pennsylvania 12/2000 - 01/2003

Reviewed, completed, &submitted all Requests For Proposals Initiated & coordinated grants to and from NHS Foundation

Secured child and family programs compliance Supervised staff (hire/fire, train, implement disciplinary protocols)

Steered COA accreditation committee work-group

Generated program budgets for new start programs & newly licensed projects

Conducted monthly meetings coordinating compliance of mandatory follow-up procedures and reports

Certified Corporate Compliance Investigator conducting investigations, confidential report findings, and participation in company ethics committee

CCRREEDDEENNTTIIAALLSS:: EEDDUUCCAATTIIOONN LLIICCEENNSSUURREE

MBA Master in Business Administration 3.98 GPA Waynesburg University PA Licensed Social Worker (#SW-009260-L)

MSW Master in Social Work 3.75 GPA New York University Certified Healthcare Ethicist

NHA PA Nursing Home Administration N/A PA State via CCAC Fellow American Psychotherapy Association (#2366)

CHCE Certification Healthcare Ethics 3.65 GPA Duquesne University Certified Cognitive Behavioral Therapist (#C18845)

BSW Bachelor in Social Work 3.74 GPA University of Pittsburgh American Heart Association BLS (CPR & AED) Program

NY DOH Early Intervention Service Coordinator (#10628)

SSOOFFTTWWAARREE SSYYSSTTEEMMSS KKNNOOWWLLEEDDGGEE

Microsoft Windows Crystal Reports Microsoft Office: Excel, Word, Power Point, Outlook

Electronic Medical Records: All Scripts (MISYS), Suncoast, First Health, Cerner, EPIC People Soft

Website Development Testing and Implementations

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American College of Healthcare Executives (ACHE) Delta Society Society of Social Work Leadership in Healthcare (SSWLHC)

Social Workers Aging Practice (SWAP) Health Management Association National Association on Aging in Place (NAIPC)

SW Pennsylvania Association for Aging (SWPAA) ADA Father’s Day Council American Heart Association Volunteer