marla l. caplan, mba, lsw, chce board apps/capla… · marla l. caplan, mba, lsw, chce ... programs...
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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
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