MANAGEMENT ORIENTATION--OBJECTIVES
[pic]MANAGEMENT ORIENTATION-- OBJECTIVES
NAME: TITLE :
DEPARTMENT: LOCATION:
|DEPARTMENT |CONTACT |OBJECTIVES |Date/ |
| | | |Initial |
|Administrative Services |VP of Department - |Review Department, Divisional and Organizational Organization charts | |
| | |Discuss director/manager role and responsibilities as part of the administrative team of St. Elizabeth | |
| |Ext.- |Healthcare | |
| | |Scope of decision making (what as a manager can I approve, what additional approvals are necessary) | |
| | |Discuss community involvement and participation | |
| |Schedule appt. with Executive |Overview of Administrative Council and Board of Trustees – who is on it, when does it meet, how does it | |
| |Committee Members of Administration |function | |
| |Council | | |
|Human Resources |Lisa Blank - |Review policies and procedures of the HR department in regard to staffing, recruiting, disciplinary | |
| |Director, Recruitment & Employee |counseling, and general day-to-day procedures. | |
| |Relations |Advisors responsibilities | |
| |Ext. - 15149 |Hiring process | |
| | |Exit Interviews | |
| |Advisor of position |Developing New/Replacement FTE’S Requisitions | |
| | |Contract Employees | |
| |Ext. – |Understanding Managers and HR’s role in Leave Of Absence/Fitness For Duty and Workers Compensation process | |
| | |Dress code | |
| | |Time and Attendance policy - When should you engage HR in issues | |
| | |Review of Compliance 360 | |
| | |Travel, car pool and mileage policy | |
| | |Turnover Report | |
| | |Compensation discussion | |
| | |Benefits discussion | |
| |Marianne Tait - |Job Descriptions | |
| |Director, Compensation/Benefits |Gainsharing policy | |
| |Ext. - 15296 | | |
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|Payroll / Kronos |Sandra Broerman - Payroll Manager |Kronos Training | |
| |Ext. - 53305 | | |
|Financial Services |Steve Wagner – |Review the capital budget process | |
| |Director, Accounting and Payroll |Review the operating budget process, including the FTE | |
| |Ext.- 54121 |Explain how to access reports | |
| | |Review Departmental Performance reports | |
| | |Describe key indicators to track | |
| | |Give examples of how to manage to the budget | |
| | |Expense management – what can and cannot be charged (e.g., personal mileage) | |
| | |Approval process and rights | |
| | |Productivity / Benchmarking | |
|Revenue Cycle |William Banks – |Revenue Cycle | |
| |VP of Revenue Cycle, | | |
| |Ext. – 54328 | | |
|Clinical Systems |Debbie Couch - |Clinical Systems operations and reporting | |
| |IS Project Manager | | |
| |Ext. – 12139 | | |
|Decision Support |Jerry Hon - |Decision Support | |
| |Director, Decision Support | | |
| |Ext. – 13245 | | |
|Telephone Services |Glenda Harned – Director, Telephone |Review D- Terms, Voicemail, Beepers and Cell phones usage | |
| |Services |Review telecommunication services | |
| |Ext. – 12202 |Review 5 digit phone numbers | |
|Information Systems |Tony Farley – |Overview of Intranet | |
| |Director, IS |What tools are available for managers | |
| |Ext. - 12318 |Computer Access – SARS | |
| | |Help Desk access | |
| | |EPIC Reporting | |
|Employee Health/EAP/ |Tina LeGris |Family Medical Leave Act (FMLA) and Leave Of Absence (LOA) Policy | |
|Wellness |Director, |Fitness for Duty Policy (FFD) | |
| |Ext. – 12570 |Worker’s Compensation Policy | |
| | |Light Duty Policy | |
| | |Administration of Short Term Disability Program | |
| | |Employee Assistance Program | |
| | |Wellness and Target Health | |
|Safety & Security |Michael Kraft – |Review the manager’s role in maintaining a safe environment and safe practices | |
| |Director, Safety and Security |Identify security issues, and review manager’s role and responsibilities in maintaining security | |
| |Ext.- 12090 |Disaster Codes/ Disaster Manual/Disaster Planning | |
| | |Review manager role in a disaster. | |
|Performance Management |Tom Ottke – |Overview Performance Management process – reviews, goal setting, Success Factors and our philosophy. | |
| |System Director, Organizational |Review Orientation process – clinical and non-clinical | |
| |Effectiveness |St. Elizabeth University – Leadership Development | |
| |Ext.- 23461 |Begin personal leadership development plan | |
|Customer Services/ |Dwinelva Zackery – |I CARE and WE CARE – SEH Values and Customer Service Standards | |
|Patient Satisfaction |Director, Customer Services |HCAHPS Overview | |
| |Ext. – 15447 |Non-HCAHPS Patient Satisfaction Surveying | |
| | |The 5-Star Patient Experience: Fostering a Culture Dedicated to Providing Exceptional Customer Service. | |
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| |MaryAnn Beetem |Role of the Patient Representative. | |
|Patient Representatives |Ext. - 25291 – FLO | | |
|(FLO,FT only) |Denise Sutphin | | |
| |Ext. - 23126 - FT | | |
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|Patient Safety/Risk |Tracie Shelton – Director, Pt. |Review the Patient Safety Program | |
|Management/The Joint |Safety/Accreditation |Patient Falls Program and Reporting | |
|Commission |Ext. – 12010 |Describe the manager’s role in The Joint Commission (TJC) preparation and survey activities | |
| | |Identify current TJC focuses | |
| | |Policies and Procedures | |
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| |Joseph Rectenwald - |Incident Reports and On line Occurrence Reporting System | |
| |Director, Risk Management |Corporate Compliance Line | |
| |Ext.- 16260 |Who to call for patient complaints | |
|Quality Management |Bobbie Lehmkuhl – |Performance Improvement Program | |
| |AVP, Medical Management |Core Measures | |
| |Ext. - 13859 |PDSA | |
| | |Benchmarking | |
| | |EPIC as it related to Core Measure/Quality review | |
| | |Physician Peer Review | |
| | |CDI Program( Compliant Documentation Program | |
| | |Multiple external data bases (ACC, STS) | |
| | |Special Studies (falls, med errors, restraints, staffing effectiveness, etc.) | |
| | |Quality Gainsharing | |
|Patient Services |Jane Swaim – |Discuss Professional Practice Model (Dynamic Caring Model), | |
| |CNO/Senior VP, Patient Services |Review Patient Care Services Philosophy and Objectives | |
| |Ext. – 12282 |Describe current key Patient Services initiatives | |
| | |Discuss multidisciplinary approach to patient care delivery, with a focus on interconnectedness of new | |
| | |manager’s area | |
| | |Share list of pertinent Patient Services Committees and involvement needed. | |
| | |Provide overview of Magnet Recognition Program and manager’s role | |
| | |Discuss Shared Leadership (Shared Governance) Model and Councilor Structure | |
| | |Discuss the role of the Nursing Supervisor | |
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|Professional / Staff |Sandy Delaney – Director, Nursing |Describe scope of responsibility of department in employee orientation, continuing education and mandatory | |
|Education |Staff Development |education. | |
| |Ext. - 54374 |Explain how to schedule rooms, AV equipment & other resources. | |
| | |Discuss school contracts, affiliations request, student requirements and process for getting authorization | |
| | |stickers. | |
| | |Learning system/programs – what trainings are available | |
| | |How to access training for managers and employees | |
| | |Certification requirements – who pays for what | |
| | |Net Learning / Net Manager | |
| | |Annual educational requirements | |
| | |Compliance reports | |
|Patient Resource Support |Barbara Kazen – System Director, |Describe scope of services under Patient Resource Support Services: Care Coordination, Case Management, | |
|Services |Patient Discharge Planning and |Social Services and Patient Logistics Center | |
| |Patient Logistics |Develop understanding of functions and roles related to coordination of care, utilization management, care | |
| |Ext. - 19990 |transitions, mental health/telepsych and patient placement. | |
| | |Develop understanding of PRSD role and collaboration across the continuum with length of stay, readmissions, | |
| | |compliance obligations. | |
| | |Develop understanding of relationships with post-acute care services and organizations (hospice, home care, | |
| | |SNF, LTACH, etc…) and relevance to care transitions. | |
|Care Coordination |Sherri Scolf – |Review role of Care Coordination (CC) reviewer in identifying medical necessity & the notification of | |
| |Director, Care Coordination |insurance companies. | |
| |Ext.- 13864 |Explain role of CC reviewer in collecting & trending data for quality & risk management. | |
| | |Describe role of the pre-certification department in all elective inpatient and outpatient admissions | |
|Physician Services |Michele Kenner - Director, Physician|Review the department’s role in maintaining a positive working relationship with the Medical Staff | |
| |Relations |Recruitment of Medical Staff | |
| |Ext. - 24114 | | |
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|PR & Marketing |Sandra Sims – |Describe the role of PR and Marketing | |
| |Director, PR and Marketing |Differentiate between internal and external marketing | |
| |Communications |Identify venues for publicizing events for associates and for the community | |
| |Ext.- 16304 |Managers role in marketing organization | |
| | |Managers role in communicating organization information | |
| | |Community involvement and board activity | |
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| |Roseanne Nields – | | |
| |VP, Planning and Marketing |Government Relations | |
| |Ext. - 16328 |Community Benefits | |
|Environmental Services |Michael Williamson – Director |Identify the role of environmental services in maintaining a safe and healthy environment | |
| |EDG,COV,GCH |Explain how to access environmental services, such as for room set-up | |
| |Ext.- 12232 | | |
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| |Al Bartlett – | | |
| |Director | | |
| |FLO, FT, FAL | | |
| |Ext.- 24234 | | |
|Nutrition Services |Helene Gruber – |Explain the various services of Nutrition Services | |
| |System Director, Nutrition Services |Patient Feeding | |
| |Ext.- 12017 |Retail Food Service | |
| | |Catering Services | |
| | |Quick charge system | |
| | |Hours of Operation per location | |
|Volunteer Services |Kitty Pilger – |Review role of Volunteer Service and volunteers in the hospital | |
| |Director, FLO, FT, FAL |Auxiliary: support for departments w/ examples of past projects, fund solicitation and gift shops. | |
| |Ext.- 23167 |Patient Services communication with Information Desk. | |
| | |PrimeWise | |
| |Jenelen Dulemba – Director, COV, EDG,| | |
| |GCH | | |
| |Ext.- 12050 | | |
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|Foundation |Larry Warkoczeski |Description of the Foundation | |
| |VP, Development |Foundation Volunteers | |
| |Ext. – 15432 |Importance of Employee Vision Campaign | |
| | |Employee Crisis Fund | |
|Facilities |Matthew Greis - |Tour of all facilities (learn about the boiler room, power requirements, etc.) | |
| |Director, Plant Operations | | |
| |Ext. 12224 | | |
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|KEY STAKE HOLDERS TO MEET: |Name: | | |
| |___________________ | | |
| |Ext. ________ | | |
| | | | |
| | | | |
ISSUES OR CONCERNS: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Please complete within 90 days of hire; return original to Human Resource file and copy to manager for Supervisory file
DATE: _____________________________ ASSOCIATE SIGNATURE: ____________________________________________
DATE: _____________________________ MANAGER SIGNATURE: ____________________________________________
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