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2. Slide Navigation To view the slide show in entirety, simply click your mouse to advance each slide. If you prefer to visit specific sections of the presentation, some pointers are listed below: • To go to a Section Contents page in the presentation from the Table of Contents page, click on the section name. • To return to the Table of Contents from a Section Contents page, click on the Home button in the bottom right corner of your screen. • To go to a topic from a Section Contents page, click on GO TO. • To return to the Section Contents page from a topic in that section, click on the Section Contents button in the bottom right corner of your screen. • Within most topic pages are hyperlinks that go to the live webpage or a document on the CHIME Foundation website. • The arrow in the lower left corner will move you back to the previous slide.

3. CHIME Foundation Associate Member Handbook

4. Welcome to the CHIME Foundation. I am pleased that your firm recognizes the importance of being a part of the CHIME Foundation and am sure that you will find value in the programs and services that we offer to our Foundation firms. This presentation describes in detail the benefits and services offered exclusively to our CHIME Foundation affiliates. We encourage you to view the presentation in full and take advantage of all of your membership benefits, many of which can be found on the Foundation website: www.chime-foundation.org Again, we welcome you to the CHIME Foundation, and look forward to your participation in our organization. Should you have any additional questions, please contact me at the CHIME headquarters at 734-665-0000 or kcleary@cio-chime.org. Thank you. Sincerely, Kevin Cleary CHIME Foundation Associate Executive Director

5. Table of Contents • About the CHIME Foundation • Foundation Benefits and Guidelines • CIO Membership Criteria • CIO Recruiting

6. Section 1.About the CHIME Foundation • HistoryGO TO • CHIME Mission StatementGO TO • StaffGO TO • CHIME StaffGO TO • Foundation Member CriteriaGO TO HOME

7. Section 1.About the CHIME FoundationHistory CHIME CHIME was formed in 1992 with the dual objective of serving the professional development needs of healthcare CIOs, and advocating the more effective use of information management within healthcare. Section 1. Contents

8. Section 1.About the CHIME FoundationHistory CHIME Foundation A hallmark of CHIME’s success has been a close collaborative relationship with the HIS vendor and consulting community. The CHIME Foundation was formed by the CHIME Board of Trustees in 1994. Incorporated as a separate nonprofit organization, the Foundation was structured to support CHIME’s programs and activities. In 1994, fifteen firms stepped forward to become the Foundation’s first group of member firms. Section 1. Contents

9. Section 1.About the CHIME FoundationHistory CHIME Foundation • Focus group discussions • Networking at meetings • Corporate image and identity visibility on the member website and in our standard communications The Foundation Board of Directors, chaired annually by the past chair of CHIME, has established a set of educational activities and surveys designed to promote collaboration between the Foundation and members of CHIME. These activities have proven to be entirely successful – the Foundation firms and the members of CHIME have discovered mutual benefits in activities such as: Section 1. Contents

10. Section 1.About the CHIME FoundationCHIME Mission Statement To serve the professional needs of healthcare Chief Information Officers and to advance the strategic application of information technology in innovative ways aimed at improving the effectiveness of healthcare delivery. Section 1. Contents

11. Section 1.About the CHIME FoundationCHIME Foundation Staff Rich Correll Executive Director Kevin Cleary Associate Executive Director Jessica Hadley Foundation Coordinator Section 1. Contents

12. Section 1.About the CHIME FoundationCHIME Staff Anne Wizauer Sr. Director of Membership Development Tamara Kamara Director of IT Keith Fraidenburg Vice President Suzy Marzano Director of Education Sharon Canner Director of Advocacy Programs Susan Aldrich Director of Meetings Melanie Hilliard Director of Marketing Ebru Dulger Web Development Coordinator Jessica Hadley Foundation Coordinator Stephanie FraserCommunications Coordinator Fred BazzoliDirector ofCommunications Michelle Patterson Membership Coordinator Section 1. Contents

13. Section 1.About the CHIME FoundationFoundation Membership Criteria • Supports the purpose of the CHIME Foundation: To encourage, develop, fund and implement programs that foster the empowerment of CIOs and the advancement of the Healthcare IT industry. • Commits to working in partnership with CHIME CIOs to refine your company’s strategy and direction regarding the needs of the healthcare industry and can demonstrate this support with documented examples. • Demonstrates an established presence within the healthcare marketplace with a significant level of business activity related to consulting, recruiting, technology and/or applications within the healthcare IT industry. Those firms being considered for CHIME Foundation membership should demonstrate several of the following criteria: Section 1. Contents (Continued)

14. Section 1.About the CHIME FoundationFoundation Membership Criteria • Has an ability to recruit Healthcare CIOs into CHIME. • Demonstrates a willingness to engage with CHIME’s Forum Planning committees and to actively participate with the CHIME Foundation staff. • Commits to having its Senior Healthcare Leader (CEO) attend as many annual CHIME conferences as possible. • Supports a diversity of interests and backgrounds while advancing and broadening the strength of the CHIME Foundation. • Obtains the sponsorship of at least one current member of CHIME in submitting its application for Foundation membership. Criteria (continued): Section 1. Contents

15. Section 2.Benefits and Guidelines • Networking OpportunitiesGO TO • Sponsorship OpportunitiesGO TO • Spring CIO ForumGO TO • Fall CIO ForumGO TO • Online Focus GroupsGO TO • College LiveGO TO • CHIME Foundation WebsiteGO TO • CHIME WebsiteGO TO • Foundation Periodic NewsletterGO TO HOME

16. Section 2.Benefits and GuidelinesNetworking Opportunities Foundation firms have opportunities to interact with CIO members in a variety of formats, including: • Online Focus Groups • College Live (web) presentations • Participation in CHIME events (networking receptions/exclusive sponsorships). Section 2. Contents

17. Section 2.Benefits and GuidelinesSponsorship Opportunities Sponsorship opportunities are available to Foundation firms: LEAD Forums Fall CIO Forum Events Spring CIO Forum Events CIO Boot Camps Section 2. Contents

18. Section 2.Benefits and GuidelinesSpring CIO Forum The Spring CIO Forum is held in conjunction with the Annual HIMSS Conference and Exhibition and is scheduled for the Sunday before the conference starts. The Spring CIO Forum is a one day, members-only educational event and also includes a golf tournament and a welcoming reception the day before the program. Section 2. Contents

19. Section 2.Benefits and GuidelinesSpring CIO Forum Benefits • One (1) representatives from each Foundation Firm can attend. There are no registration fees for Foundation firms before the early bird deadline. Registration Forum Sponsorship • Foundation firms have the option to sponsor events at the Spring CIO Forum. Sponsors may send an additional representative to the Spring Forum. Section 2. Contents

20. Section 2.Benefits and GuidelinesSpring CIO Forum Guidelines All participating Foundation firms are expected to read and abide by the Spring CIO Forum Conduct Guidelines which are categorized as follows: Forum Registration Forum Sponsorship General Forum Conduct Section 2. Contents

21. Section 2.Benefits and GuidelinesFall CIO Forum The Fall CIO Forum is CHIME’s most prominent event, held annually in October. This Forum features three days of CIO-focused education and networking events, including keynote speakers, track sessions, Foundation focus groups, social and recreational networking activities, and receptions. Section 2. Contents

22. Section 2.Benefits and GuidelinesFall CIO Forum Benefits • One (1) representatives from each Foundation firm may attend. • There are no registration fees for Foundation firm representatives who register before the early bird deadline. Registration Forum Sponsorship • Foundation firms are credited with sponsoring any events and/or items. • Fall CIO Forum sponsorships are available to all Foundation firms. This is your opportunity to be seen by 250+ CIOs. Section 2. Contents

23. Section 2.Benefits and GuidelinesFall CIO Forum Guidelines Forum Registration Forum Sponsorship General Forum Conduct CHIME’s Fall CIO Forum presents CHIME Foundation firms with an exceptional opportunity to interact directly with CHIME’s CIO membership. Through the years, we have had great success with the Foundation firms’ participation in the program. To ensure the continuation of that success, it is essential to have Foundation firm representatives adhere to the Fall Forum Conduct Guidelines which are categorized as follows: Section 2. Contents

24. Section 2.Benefits and GuidelinesOnline Focus Groups Benefits click hereto schedule an online focus group session Each Foundation firm can conduct two online Focus Groups of CIO members throughout the year Focus group topics may be on subjects of the member organization's choice and participants are to be selected from available CIOs. Please note that each session contains a minimum of 13 CIOs. Section 2. Contents

25. Section 2.Benefits and GuidelinesOnline Focus Groups Benefits The CHIME Foundation staff assists in scheduling these sessions and in the selection of participants. Foundation firms are encouraged to participate in the selection of CIOs for their online focus groups. Modest honorariums are paid to attending CHIME CIOs, whose organizations allow for such compensation, by the CHIME Foundation. CIOs may donate their honorarium to the organization of their choice. Section 2. Contents

26. Section 2.Benefits and GuidelinesOnline Focus Groups Information The following information for conducting online focus groups may be obtained on the CHIME Foundation Website: • Online Focus Group Information • Schedule Online Focus Group • Online Focus Group Facilitators Handbook • Tipsfor Interactive and Effective Online Focus Group Presentations. Section 2. Contents

27. Section 2.Benefits and GuidelinesCollege Live State-of-the-art distance learning technology College Livefeatures live, interactive workshops and training sessions focusing on healthcare IT and executive issues of particular interest to healthcare CIOs. Section 2. Contents

28. Section 2.Benefits and GuidelinesCollege Live Benefits Interactivity is achieved through a combination of streaming audio and video, text-based chats, surveys and polls, and more... all delivered to participants’ desktops! For more details, click here. Foundation firms are encouraged to develop and schedule their College Live Sessions at least 30 days in advance. Each Foundation firm can conduct two College Lives of CIO members throughout the year Section 2. Contents

29. Section 2.Benefits and GuidelinesCHIME Foundation Website Benefits The CHIME Foundation website http://www.chime-foundation.org contains information specific to current CHIME Foundation firms. Section 2. Contents

30. Section 2.Benefits and GuidelinesCHIME Foundation Website Benefits The user name and password for this website are only provided to the primary Foundation contact. Please note that your user name and password are case sensitive. If you have forgotten your user name and password, you may request them by clicking on the link in the upper right corner of the home page. Section 2. Contents

31. Section 2.Benefits and GuidelinesCHIME Foundation Website Benefits • Details of your firm’s history with the CHIME Foundation • Links to Foundation firm benefits information • Your firm’s benefits list, summarizing utilized and remaining benefits for the current year • Links to enter your benefits ratings • Links to add and update your Products and Services grid information • Your firm’s primary contact information • New – Online Accounting Your personalized member page contains: Section 2. Contents

32. Section 2.Benefits and GuidelinesCHIME Foundation Website Benefits CIO Database Directory CHIME has two database directories: The CHIME Member Database consists of CHIME members only. Both directories may be accessed on the Foundation website. As a member of the CHIME Foundation, you may download and/or print a copy of these databases. Section 2. Contents

33. Section 2.Benefits and GuidelinesCHIME Foundation Website Guidelines CIO Database Directory (continued) Please observe the following guidelines for using this list: The CHIME Database Directory is intended for use by members. The names on this list may not be sold or distributed to any other parties. Please use this list prudently; avoid sending marketing emails or making telemarketing calls to the CIOs. Section 2. Contents

34. Section 2.Benefits and GuidelinesCHIME Website Benefits Foundation Firm Logos Foundation firm logos are prominently displayed on the CHIME website. Foundation Contact Directory Annual electronic directory containing a listing of all Foundation firms and contact information. Available to all CHIME CIO members for their reference. Foundation Member Profile Page Description of Foundation firm’s products/services on the CHIME Foundation Member Profile page along with hotlinks to Foundation firm’s home pages and profiles. Section 2. Contents

35. Section 2.Benefits and GuidelinesCHIME Website Benefits Online Products and Services Grid An online searchable grid of healthcare IT/IS products and services offered by CHIME Foundation firms.This databaseis located on CHIME’s website for easy reference by CIOs looking for specific healthcare IT/IS product/service suppliers. Keep your firm’s information on the Online Products and Services Grid up-to-date by making updates or changes at: http://chime-foundation.org/search/index.asp Section 2. Contents

36. Section 2.Benefits and GuidelinesCHIME Website Benefits Press Releases Foundation firms are invited to submit press releases for posting on the CHIME website. Each press release is active for up to 60 days, and is then made available in thearchives. Please submit your press release to: foundationinfo@chime-foundation.org Section 2. Contents

37. Section 2. Benefits and GuidelinesCHIME Website Benefits Career Resource Center Foundation firms may post membership-qualifying, outsourced CIO positions to the career resource center. Submit your job posting description to the CHIME Communications Coordinator at: sfraser@cio-chime.org Section 2. Contents

38. Section 2.Benefits and GuidelinesCHIME Website Benefits IT Warehouse The IT Warehouse is a great resource for CIOs to use when they need to do some quick research on key IT topics. The Warehouse includes a variety of articles, including basic primers, research papers, policies, sample RFPs, sample job descriptions, and links to useful websites. The search-based organization of the IT Warehouse allows CHIME members and their staff to find relevant reference material quickly and easily. Results are returned ordered by relevance. Foundation members can utilize the IT warehouse in two ways: Contribute/Manage your firm’s documents in the IT Warehouse Explore the IT Warehouse by category Section 2. Contents

39. Section 2.Benefits and GuidelinesFoundation Periodic Newsletter Benefits A periodic electronic newsletter is sent to all Foundation primary and secondary contacts containing the latest news and information about CHIME, your Foundation benefits, and how to effectively utilize them. Section 2. Contents

40. Section 3.CIO Membership Criteria • GeneralGO TO • Detail CriteriaGO TO HOME

41. Section 3.CIO Membership CriteriaGeneral When you join the CHIME Foundation, you enter into a partnership with our CIO members. Therefore, we feel it is important that you familiarize yourself with our CHIME CIO membership criteria and benefits. Please note that these criteria and benefits are exclusive to our CIO members and are separate from CHIME Foundation firm criteria and benefits. Membership is targeted for those principally in charge of Information Systems/Services in the healthcare community. While those who qualify will generally be the CIO (the highest ranking executive responsible for information technology), those in charge of IS for major divisions and/or regions of large corporate or integrated delivery systems will also be considered for membership. The healthcare community will include delivery systems and payer/insurance organizations. Because of the rapidly changing healthcare landscape, these criteria serve as primary guidelines, which may evolve as industry and IS strategies change. Section 3. Contents

42. Section 3.CIO Membership CriteriaDetail Criteria • Associate Membership dues covers twelve months of Associate member benefits, beginning from the receipt of payment of dues in full • The firm who has been an Associate Member the longest will be required to upgrade to Premier level within 30 days of payment of dues in full • You Associate member dues can be prorated with the unused portion of the annual dues applied to the Premier membership dues • Should your firm decline to upgrade to Premier, your Associate Membership becomes non-renewable • Should your Associate Membership expire, your firm may re-apply for Associate Membership no earlier than 3 years • If re-applying in 3 years and there are no existing Associate Memberships, your firm may re-apply at the Premier member level Section 3. Contents

43. Section 4.CIO Recruiting • AboutGO TO • ActivitiesGO TO • GoalGO TO HOME

44. Section 4.CIO RecruitingAbout The CHIME Board of Trustees is continually striving to optimize the growth of both CHIME and the CHIME Foundation. We have identified six ways in which we can work with our Foundation firms to accomplish this mutually beneficial objective. Should you have additional ideas/suggestions on how to contribute to this program please email us at: foundationinfo@chime-foundation.org. Section 4. Contents

45. Section 4.CIO RecruitingActivities • Place an article about CHIME in your client/potential client newsletter (click here for pdf document) • Send us your CIO list so we can invite them to join CHIME • Provide CHIME with a table/booth at your CIO meetings/conferences • Send an invitation to join CHIME to your CIO list (Click here for MS Word document) • Add information to your website, in a place where CIOs will see it, about CHIME and how to become a member (click here fordocumentandlogo) • Provide membership applications to your sales force to give to CIO clients CHIME Foundation firms are requested to commit to one or more of the following CIO recruitment activities: Section 4. Contents

46. Section 4.CIO RecruitingGoal The CHIME Board of Trustees is seeking 100% participation from our Foundation firms. Section 4. Contents

47. If you have any questions, please contact the CHIME Foundation Staff at: foundationinfo@chime-foundation.org Phone: (734)665-0000 www.chime-foundation.org Thank you for joining the CHIME Foundation!