MANAGEMENT ORIENTATION-- OBJECTIVES

NAME: TITLE :

DEPARTMENT: LOCATION:

DEPARTMENT / CONTACT / OBJECTIVES / Date/
Initial /
Administrative Services / VP of Department -
Ext.-
Schedule appt. with Executive Committee Members of Administration Council / ·  Review Department, Divisional and Organizational Organization charts
·  Discuss director/manager role and responsibilities as part of the administrative team of St. Elizabeth Healthcare
·  Scope of decision making (what as a manager can I approve, what additional approvals are necessary)
·  Discuss community involvement and participation
·  Overview of Administrative Council and Board of Trustees – who is on it, when does it meet, how does it function
Human Resources / Lisa Blank -
Director, Recruitment & Employee Relations
Ext. - 15149
Advisor of position
Ext. –
Marianne Tait -
Director, Compensation/Benefits
Ext. - 15296 / ·  Review policies and procedures of the HR department in regard to staffing, recruiting, disciplinary counseling, and general day-to-day procedures.
·  Advisors responsibilities
·  Hiring process
·  Exit Interviews
·  Developing New/Replacement FTE’S Requisitions
·  Contract Employees
·  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
·  Job Descriptions
·  Gainsharing policy
Payroll / Kronos / Sandra Broerman - Payroll Manager
Ext. - 53305 / ·  Kronos Training
Financial Services / Steve Wagner –
Director, Accounting and Payroll
Ext.- 54121 / ·  Review the capital budget process
·  Review the operating budget process, including the FTE
·  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 –
VP of Revenue Cycle,
Ext. – 54328 / ·  Revenue Cycle
Clinical Systems / Debbie Couch -
IS Project Manager
Ext. – 12139 / ·  Clinical Systems operations and reporting
Decision Support / Jerry Hon -
Director, Decision Support
Ext. – 13245 / ·  Decision Support
Telephone Services / Glenda Harned – Director, Telephone Services
Ext. – 12202 / ·  Review D- Terms, Voicemail, Beepers and Cell phones usage
·  Review telecommunication services
·  Review 5 digit phone numbers
Information Systems / Tony Farley –
Director, IS
Ext. - 12318 / ·  Overview of Intranet
·  What tools are available for managers
·  Computer Access – SARS
·  Help Desk access
·  EPIC Reporting
Employee Health/EAP/ Wellness / Tina LeGris
Director,
Ext. – 12570 / ·  Family Medical Leave Act (FMLA) and Leave Of Absence (LOA) Policy
·  Fitness for Duty Policy (FFD)
·  Worker’s Compensation Policy
·  Light Duty Policy
·  Administration of Short Term Disability Program
·  Employee Assistance Program
·  Wellness and Target Health
Safety & Security / Michael Kraft –
Director, Safety and Security
Ext.- 12090 / ·  Review the manager’s role in maintaining a safe environment and safe practices
·  Identify security issues, and review manager’s role and responsibilities in maintaining security
·  Disaster Codes/ Disaster Manual/Disaster Planning
·  Review manager role in a disaster.
Performance Management / Tom Ottke –
System Director, Organizational Effectiveness
Ext.- 23461 / ·  Overview Performance Management process – reviews, goal setting, Success Factors and our philosophy.
·  Review Orientation process – clinical and non-clinical
·  St. Elizabeth University – Leadership Development
·  Begin personal leadership development plan
Customer Services/
Patient Satisfaction
Patient Representatives
(FLO,FT only) / Dwinelva Zackery –
Director, Customer Services
Ext. – 15447
MaryAnn Beetem
Ext. - 25291 – FLO
Denise Sutphin
Ext. - 23126 - FT / ·  I CARE and WE CARE – SEH Values and Customer Service Standards
·  HCAHPS Overview
·  Non-HCAHPS Patient Satisfaction Surveying
·  The 5-Star Patient Experience: Fostering a Culture Dedicated to Providing Exceptional Customer Service.
·  Role of the Patient Representative.
Patient Safety/Risk Management/The Joint Commission / Tracie Shelton – Director, Pt. Safety/Accreditation Ext. – 12010
Joseph Rectenwald -
Director, Risk Management
Ext.- 16260 / ·  Review the Patient Safety Program
·  Patient Falls Program and Reporting
·  Describe the manager’s role in The Joint Commission (TJC) preparation and survey activities
·  Identify current TJC focuses
·  Policies and Procedures
·  Incident Reports and On line Occurrence Reporting System
·  Corporate Compliance Line
·  Who to call for patient complaints
Quality Management / Bobbie Lehmkuhl –
AVP, Medical Management
Ext. - 13859 / ·  Performance Improvement Program
·  Core Measures
·  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 –
CNO/Senior VP, Patient Services
Ext. – 12282 / ·  Discuss Professional Practice Model (Dynamic Caring Model),
·  Review Patient Care Services Philosophy and Objectives
·  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
Professional / Staff Education / Sandy Delaney – Director, Nursing Staff Development
Ext. - 54374 / ·  Describe scope of responsibility of department in employee orientation, continuing education and mandatory education.
·  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 Services / Barbara Kazen – System Director, Patient Discharge Planning and Patient Logistics
Ext. - 19990 / ·  Describe scope of services under Patient Resource Support Services: Care Coordination, Case Management, Social Services and Patient Logistics Center
·  Develop understanding of functions and roles related to coordination of care, utilization management, care 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 –
Director, Care Coordination
Ext.- 13864 / ·  Review role of Care Coordination (CC) reviewer in identifying medical necessity & the notification of insurance companies.
·  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 Relations
Ext. - 24114 / ·  Review the department’s role in maintaining a positive working relationship with the Medical Staff
·  Recruitment of Medical Staff
PR & Marketing / Sandra Sims –
Director, PR and Marketing Communications
Ext.- 16304
Roseanne Nields –
VP, Planning and Marketing
Ext. - 16328 / ·  Describe the role of PR and Marketing
·  Differentiate between internal and external marketing
·  Identify venues for publicizing events for associates and for the community
·  Managers role in marketing organization
·  Managers role in communicating organization information
·  Community involvement and board activity
·  Government Relations
·  Community Benefits
Environmental Services / Michael Williamson – Director EDG,COV,GCH
Ext.- 12232
Al Bartlett –
Director
FLO, FT, FAL
Ext.- 24234 / ·  Identify the role of environmental services in maintaining a safe and healthy environment
·  Explain how to access environmental services, such as for room set-up
Nutrition Services / Helene Gruber –
System Director, Nutrition Services
Ext.- 12017 / ·  Explain the various services of Nutrition Services
·  Patient Feeding
·  Retail Food Service
·  Catering Services
·  Quick charge system
·  Hours of Operation per location
Volunteer Services / Kitty Pilger –
Director, FLO, FT, FAL
Ext.- 23167
Jenelen Dulemba – Director, COV, EDG, GCH
Ext.- 12050 / ·  Review role of Volunteer Service and volunteers in the hospital
·  Auxiliary: support for departments w/ examples of past projects, fund solicitation and gift shops.
·  Patient Services communication with Information Desk.
·  PrimeWise
Foundation / Larry Warkoczeski
VP, Development
Ext. – 15432 / ·  Description of the Foundation
·  Foundation Volunteers
·  Importance of Employee Vision Campaign
·  Employee Crisis Fund
Facilities / Matthew Greis -
Director, Plant Operations
Ext. 12224 / ·  Tour of all facilities (learn about the boiler room, power requirements, etc.)
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: ______