CVIM Strategic Plan Update

1. CVIM Strategic Plan Update June 2011

2. Presenters • Development – Joan Snyder • Operations – Marie Frey • Dental Services – Alberta Landis • Medical Services – Dr. Mary Wirshup • Dispensary – Susan Shughrue • Social Services – Dalissy Jose Accomplishments of FY 2011

3. Fund Development Fiscal Year 2011 Successes

4. Winter Appeal • Online Giving • Golf Classic ~ 10th Anniversary • Government Funding • Total Raised = $2.3M (FY 10 = $2.66M) Fiscal Year 2011 Highlights

5. Volunteer Model • Free Care vs. Suggested Fee for Service • Remained open to new patients • Managing • chronic disease • increased patient acuity • Partnerships Telling Our StoryCVIM ~ The Charity of Choice

6. URGENT NEED DRIVES OUR MODEL OF CARE • Unprecedented patient volume • Increasing patient acuity • Lifelong management of chronic illnesses • Health changes require educational/supportive services ~ All factors combined necessitate the need for more human and financial resources. What will be our story going forward into FY 2012?

7. Our model sets CVIM apart from the traditional free clinic model-- • Primary medical and comprehensive dental care; prescription meds • Care management; disease management • Intensive education and programming • Measurable Outcomes • Changing lifestyles; habits Our Model of Care

8. Good fiscal practice • Increase amount of interest for operations needs • Prepare for major changes to funding climate • Obligation to not close doors Why do you need my gift for operations when you have a significant endowment?

9. Renew Companies Of Caring effort • Augment Grant Research • Major gift effort with Individuals • New pledges from Hope Chest Donors • New Pillars for Spring 2012 • Board Development • Social Media Strategy Looking Ahead ~ FY 2012

10. Give to CVIM – 100% Board participation • Open new doors • Help us cultivate your contacts • Represent CVIM at community/chamber events • Find Kevin Bacon CONTINUED SUCCESS DEPENDS ON RELATIONSHIP BUILDING! The Role of Board Members

11. Operations & Volunteer Management Fiscal Year 2011 Successes

12. Completed General Volunteer Orientation Modules - on website and at CVIM: • Overview • Facilities and Staff • Volunteer Policies and Procedures • Safety and Security • Volunteer Education • Cultural Competency • Statement of Certification • Developing Department Specific Orientation Volunteer Management

13. Standardized Volunteer Application Form • Initiated Security Checks • Criminal Background Check • Child Abuse Clearance • Implemented Volunteer E-News Volunteer Management, continued

14. Recruited Volunteers Online • Created/Monitored Student Internships • Completed Interpreter Certifications • Developing Volunteer Leaders • 20 new Support Volunteers Volunteer Management, continued

15. Revised/streamlined Guidelines • Broadened Guidelines • Community needs • Family treatment • Posted Eligibility Documents Online • Patients • Other Social Service Agencies • Handled Calls/Screenings • 100 – 120 English patient inquiry calls/week • 2400 FYTD new patient screenings • Partnered for AZ and Lilly Audits Eligibility

16. Patient Satisfaction Survey Nearly 100 patients surveyed Satisfaction with overall care was 100% Decrease of ER visits confirmed Challenge: patients waiting longer for appointments

17. Implemented Electronic Patient Scheduling • Created system checks & balances for data integrity • Created Volunteer Data Management Team • Cross trained volunteers • Acquired new computers for MedServices users • Citadel • State grants • Tracked volunteer hours using MedServices Data Administration

18. Dental Services Fiscal Year 2011 Successes

19. Patient Care • Patient Statistics • March Record Month • 88 new patients • 536 visits • Expansion of Hours • Supply Management

20. Quality Assurance Dental Studies Credentialing & Privileging OSHA Standards Orientation – student/volunteer/staff

21. Facility Enhancement • Chart Room • Electronic Scheduling • Computers • Equipment

22. Staffing • New Hires • VP of Dental Affairs • Dentist • RDH • Volunteer Dentists • Professional and License Achievements • VP of Dental Services – VP of PDHA • RDH – PHDHP and Anesthesia • Dental Assistant - EFDA

23. Partnerships • Temple • Dental Society • MCCC/Harcum • Dental Hygiene Society • Chester County Head Start • Migrant Head Start • Local Social Service Agencies • Mision Santa Maria • Kennett & Oxford School Districts

24. Goals for FY2012 • Expand southern Chester County outreach • Expand partnership with WCASD • Add later clinical hours • Utilize EFDA skills • Offer partials and denture relines • Recruit more bilingual interpreters • Incorporate Smoking Cessation program

25. Medical Program Accomplishments Fiscal Year 2011 Successes

26. Medical Home • Quality • Condition “C” • Social Services • Credentialing Committee Excellent Patient Care

27. Record Month March 2011 • 77 new patients • 829 visits • Year to Date • 19% increase in new patients • 15% increase in patient visits Volume

28. Diabetes Clinic • Ophthalmology Clinic • Orthopedics • Dermatology Clinic • HIV Testing Expansion of Service

29. Patient Education • Asthma Program Wellness

30. Student Highlights • Clinician Education Teaching

31. New Volunteers • 6 physicians • 1 PA • 1 podiatrist • 1 bilingual NP • 1 chiropractor Staffing

32. Master program in Nutrition at Immaculata • Masters of Public Health at Temple University • Bryn Mawr Family Practice Program New Partnerships

33. Volunteer Leadership • NCQA Medical Home Designation Goals for FY 2012

34. Dispensary Accomplishments Fiscal Year 2011 Successes

35. Cost of Medication Purchased = $ 32,733 Statistics

36. New Volunteers • 3 volunteer pharmacists • Volunteer Leaders • Smoking Cessation Program management • Volunteer Orientation Manual development • Education of 18 PharmD students Staffing

37. Statistics – over $1M YTD • Operational Enhancements • Communication • Increased between PAP, Eligibility team, Dispensary • Audits • Lilly • Astra Zeneca • Federal Poverty Guidelines Patient Assistance Program (PAP)

38. Development of Volunteer Orientation Manual • Volunteer Leaders • Overall workflow of department • Orders/manages Astra-Zeneca program PAP, continued

39. Results of Diabetes Education • Expanded appointments • Educators Diabetes Education

40. Results of Smoking Cessation Program • Overall Quit Rate = 58% • Appointments expanded • Counselors added • Daily ‘touch base visits’ • Dental hygiene students Smoking Cessation

41. Dispensary • Evaluate MedServices Pharmacy Module • Recruit Volunteer Pharmacists • Diabetes Program – Advance to next level • Hire PT diabetes educator case manager • Establish more comprehensive patient follow-up • Implement patient ‘telephone visits’ • Track and Educate pre-diabetic patients • Gather data and Report on benefit of diabetes education A Look Ahead - Goals for FY 2012

42. Smoking Cessation Program • Implement screening of dental patients • Identify/target controlled diabetics for smoking cessation • Patient Assistance Program • Stay current with PAP requirements • Update drug pricing bi-annually A Look Ahead - Goals for FY 2012

43. Social Services Fiscal Year 2011 Successes

44. Excellent Patient Care Information and Referral Case Management Counseling Teaching

45. Onward