Bonnie Geld, MSW
President and CEO of The Center for Case Management
Bonnie Geld, MSW is President and CEO of The Center for Case Management and, brings over 20 years’ experience in the area of Case Management with a focus on design of longitudinal case management programs, strategic design and development of transition programs, process improvement, team building, and successful integration of social work and RN roles. She has been the System Director for Case Management Services for a five-hospital system in Western Massachusetts, Director of Care Management in Minneapolis and Houston, and has developed and implemented successful Care Management programs in other states, both in Large Adult Systems in Oklahoma and Children’s Health Systems in Texas. She has launched a variety of educational programs and workshops on promoting lean actions, team interventions, rapid cycle assessments, and integrated care planning.
Melissa Ward, RN, BSN, MSN
Director of Clinical Services
Melissa Ward, RN, BSN, MSN, is Director of Clinical Services, has held numerous clinical and leadership role over the course of her 20 + year career dedicating the last 5 years as a healthcare consultant and interim leader. Melissa has lectured locally and nationally on a range of care coordination & program management topics publishing papers and receiving national recognition and awards for her work developing innovative programs. Melissa holds an undergraduate in nursing and a Master’s in Nursing Administration from Benedictine University. In her spare time, Melissa enjoys a good sunny beach, traveling & spending time with her family.
Thomas Higgins, MD, MBA, FACP, MCCM
Chief Medical Officer of The Center for Case Management
Thomas Higgins, MD, MBA, FACP, MCCM, Chief Medical Officer of The Center for Case Management, graduated from Boston University School of Medicine, trained at the Cleveland Clinic and Massachusetts General Hospital, and is Professor of Medicine and Anesthesiology at UMass-Baystate. His career includes primary care in rural North Carolina, urban emergency medicine, directing intensive care at Cleveland Clinic and Baystate Medical Center (BMC), medical informatics, interim chair and Vice-Chairman of Medicine at BMC, and interim president/CEO at Baystate Franklin Medical Center (BFMC). From 2015 to 2017, he was Chief Medical Officer at BFMC in Greenfield, MA and Baystate Noble Hospital (BNH) in Westfield, MA. He is now Chief Medical Officer with the Center for Case Management in Natick, MA. His interests include severity-of-illness scoring, electronic medical records, population health management, and process improvement. Dr. Higgins has co-authored two textbooks, two history books, and over 180 peer-reviewed publications, including the widely cited Mortality Probability Model (MPM0-III).
Sue Wilson Hall
Executive Director of Operations
Sue Wilson Hall,
Sue is the Executive Director of Operations and has over 30 years’ experience in the Healthcare field. She started her career as an admitting clerk for a Massachusetts Hospital, by the end of her tenure she was an Admissions Coordinator and continues to consult on admitting processes. She joined the team at The Center for Case Management in 2000. Has held various roles before becoming the Director of Operations in 2013.
Responsible for the day to day operations, her role also ensures that operational details of all client engagements are efficiently managed, while meeting on-boarding requirements to the client’s satisfaction. Her expertise in organizational performance and attention to detail is exceptional and supports the Interim’s, Clients and Staff. She has professional relationship building qualities that supports all relationships under her direction.
She served as the Executive Director of CMAC (The Case Management Administrator Certification) from 2001-2018. Ms. Wilson Hall is actively involved with helping women in recovery, resides outside of Boston with her husband.
Jeffrey Echternach, MBA, AS, NRP, DSC
Jeffrey Echternach, MBA, AS, NRP, DSC is the Technology Officer for the Center for Case Management, supporting clients with nearly 20 years of experience in Clinical systems, Software, and Business Intelligence improvement experience. At the center of Jeff’s experience is the maturity of Case Management and Patient Flow Data Models, BI/Visualization, and IT systems. Holding multiple EPIC Certifications, along with Proficiency in several EMRs like Cerner, Allscripts, MediTech DR, and Workflow tools like Midas, Careport, TeleTracking, SynapseIQ, and others, Jeff has a broad, and diverse background in Conditional databases, Workflow design, Data development, and Clinical systems. Jeff is passionate about gaining insight from data, providing analysis that informs, and translating data into meaningful, actionable information. He is the founder of the Center for Case Managements ‘CARTBoard’ Clinical Case Management Dashboard tool.
Jeff holds an MBA from Averett University, a Graduate Certificate from the Darden School of business in Human Centered Design, is certified proficient in SQL, Python, DAX, M-Language, Snowflake, PowerBI, and Tableau. His experience includes work with a multi-hospital IDN, including a large Next-Gen ACO, support of a large Transfer Center, and the division of Case Management. Additionally, Jeff is a Nationally Registered Paramedic, Fire Fighter, and Fire Instructor who remains affiliated with his local department, in his community.
Kathleen A. Bower, DNSc, RN, FAAN, CMAC
Principal Emeritus of The Center for Case Management
Kathleen A. Bower, DNSc, RN, FAAN, CMAC, is Principal Emeritus of The Center for Case Management She was a member of the team that invented Clinical Paths and provider-based Case Management at New England Medical Center in 1985. She has provided education and consultation regarding patient care management strategies, including Clinical Paths, Case Management, Disease Management, patient outcomes and critical indicators, patient education and compliance, management skills and documentation redesign, nationally and internationally. Dr. Bower has authored many articles and books on these subjects as well as providing workshops and presentations. She holds a BSN from Georgetown University, an MSN from Boston College and a doctoral degree in nursing (DNSc) from Boston University. She is a Fellow in the American Academy of Nursing, which presented Kathy with their Lifetime Achievement Award in 2015.
Kimberly Barry, BSN, MS, RN, CMAC
Kimberly Barry, BSN, MS, RN, CMAC, is a consulting associate. She focuses on departmental and organizational assessments and coaching experiences. Ms. Barry also has served as an Interim Director of Case Management through CCM. Her previous work experience includes complex case management and supervising a disease management program for a managed care population. Ms. Barry earned her BSN from the University of New Hampshire and her MS from Northeastern University.
Matt Boettcher, LMSW-AP, LCSW, MSW, CMAC
Senior Consulting Associate
Matt Boettcher, LMSW-AP, LCSW, MSSW, CMAC is a Senior Consulting Associate. Mr. Boettcher has more than 30 years of leadership, teaching, and direct care roles in Case Management and Social Work. Mr. Boettcher has been system Vice President of Case Management with responsibilities for 13 hospitals, post-acute settings, and more than 40 outpatient clinics, ACO oversight for risk-based contracts, Director and Manager of Case Management in large urban hospitals, and Clinical Director for an outpatient mental health program. Mr. Boettcher has more than 20 years with the Center for Case Management and has functioned as an interim Director, assessments of both inpatient and outpatient Case Management departments, mentoring, teaching, and providing educational sessions. Mr. Boettcher is a frequent national speaker and quoted content expert on topics including the development of RN/MSW Case Management teams, health care strategies for uninsured/undocumented patients, and reducing length of stay in high acuity patients. Mr. Boettcher earned his bachelor’s degree from Bethany College, a Master’s of Science in Social Work from Columbia University, and holds a Case Management Administrator Certified (CMAC).
Candice Holohan, RN, BSN, CDE, CCM
Candice Holohan, RN, BSN, CDE, CCM has over 25 years of experience in healthcare. Her career has spanned multiple facets of the industry from the clinical setting with direct patient and provider management to the management of clinical teams. She has partnered with executive, physician, nursing and quality leaders to develop and execute reliable clinical processes, facilitate change management and enhance organizational focus on population health. Using these skills, she is leading healthcare change fostering quality delivery systems.
She has led efforts to educate and implement best practice care management models incorporating concepts of PCMH, NCQA, HEDIS, ACO and Value Based Care. Throughout her career, she has acquired extensive knowledge of multiple HIT platforms and then leveraged that knowledge for the creation and implementation of new care management software including content, functionality, quality assurance, user testing, and creation of workflows. Candice’s professional experience enables her to have a global perspective across the full healthcare continuum.
Donna Hopkins, MSN, RN, CMAC
Donna Hopkins, MSN, RN, CMAC, As a former VP of Care Management for a privately held company and a public safety net system spanning the continuum, and as a former multi-system director, Donna provides consultation support, mentoring, and short-term assistance within healthcare systems seeking improvements in case/care management, revenue cycle, and improved resource consumption.
Donna holds a Master of Science Nursing degree from the University of Texas Medical Branch Graduate School of Nursing. She is a member of the American Case Management Association (ACMA), the Case Management Society of America (CMSA), and is a former member of the Case Management Society of America and the Association of Clinical Documentation Improvement Specialists (ACDIS). She has been certified as a Case Management Administrator through the Case Management Administrator Certification (CMAC) since 1999.
Shawna G. Kates, MSW, MBA, CMAC
Shawna G. Kates, MSW, MBA, CMAC is a Consulting Associate. Ms. Kates brings her deep knowledge of case management processes and social work from her former positions including Corporate Director of Case Management, Social Work and Discharge Planning for several multi-hospital systems in New Jersey and Philadelphia. As an Interim Director of Case Management, Ms. Kates’ skills in Rapid Re-design has been successfully employed by health systems in Michigan, Tennessee, and Maine. Ms. Kates’ expertise lies in the development of patient care delivery models, financial recovery, and case management programs, with a focus on enhancing and distinguishing the role of Social Work.
Kathryn Kay is a licensed clinical social worker with over 25 years of experience in mental health and health care settings. She attended Boston University, where she received her Masters in Social Work in 1989. While she has had many years of direct-practice and management experience, including oversight of an adolescent psychiatric unit; she has most recently worked as the Manager of Social Work and Transitional Care in the hospital setting. There she worked with the Director of Case Management to develop an effective model for transitional care in the hospital and community setting, highlighting the role of MSW’s. She was responsible for the supervision and oversight of employees and students who were working in the Emergency Department, on the medical floors, and in the psychiatric unit. Kathryn is also an adjunct instructor for the University of Southern California’s Master of Social Work Program Virtual Academic Center.
Kathryn thoroughly enjoys training, teaching and promoting the discipline of Social Work, and is a supportive leader. She is a strong listener and relationship builder. With a critical eye to systems improvement, she works to create consensus and strong connections among key stakeholders.
Arinda F. Kennedy, RN, CCDS
Arinda F. Kennedy, RN, CCDS is a consulting associate for The Center for Case Management, Inc., since 2003. She has over 20 years experience in ED and ICU nursing, 10 years experience in Performance Improvement based in a HIM department where she was cross-trained to inpatient coding. In 2002 she researched, designed and established a Clinical Documentation Improvement program for a large health system in Alabama. She has extensive experience in coding and documentation audits, providing education and training in both Clinical Documentation Improvement and Case Management redesign on a national level.
Jean Lefebvre, RN, CCM
Jean Lefebvre, RN, CCM has over 34 years of combined nursing and case management experience. Throughout her career she has led teams and projects in Acute Care Case Management, Utilization Review/Management, Discharge Planning, Managed Care, Clinical Documentation Improvement, Transitions of Care and Population Health Coordination. She is process-oriented and strives to improve efficiencies and develop appropriate solutions for health systems. She has led many process improvement projects, including Emergency Room Utilization and Multidisciplinary Rounds, and has developed and implemented new programs, such as Care Management infrastructure and Outpatient Care Management staffing models.
Jean’s coaching approach is central to her leadership style, while she collaborates with health systems to advance visionary change and meet their challenging and exciting goals.
Jean Maslan, RN, MHA, ACM, CCTM
Jean Maslan, RN, MHA, ACM, CCTM has over 20 years’ experience leading Case Management and Clinical Services at various healthcare entities. She is well versed in training, implementation, fiscal responsibility and vision. Jean has an uncompromising conduct of service excellence, which relates to patient safety, satisfaction and outcomes. She is a promoter of performance, education, satisfaction and retention. Jean is a persuasive motivator who can align department strategies with business goals. She is adept at ensuring team inclusion and engagement while effectively partnering with department leaders and clinicians to achieve common objectives.
Jean has a Master’s in Health Administration and has certifications in Case Management (ACM) and Care Coordination Transition Management (CCTM).
In addition to consulting over the past 7 years, she has also held positions as Director of Care Management for an acute care not-for- profit community hospital system as well as a tertiary medical center.
Anne Mosomillo, RN, BSN, MBA, CMAC, CPHQ
Anne Mosomillo, RN, BSN, MBA, CMAC, CPHQ is a Consulting Associate whose professional and leadership experience span over 30 years. Her progressive growth, knowledge and dynamic experience are in Care Management (Utilization Management, Discharge Planning, Transitions of Care) and related Revenue Cycle functions, Clinical Documentation Improvement, Quality and Performance Improvement (PI), and Accreditation compliance. Ms. Mosomillo’s expertise is in program/department assessment, model design, development and implementation; strategic program and operational functions; CM IT system selection, project management and implementation; training and education of staff as well as leadership at all levels. Ms. Mosomillo spent 26 years of her career working in New York City and New Jersey at tertiary academic teaching hospitals and healthcare systems. Most recently she functioned as Interim Director CM at a regional medical center in Georgia where she now resides. Prior roles in Care Management were as Director, Senior Director and Vice President, with other roles as System Director Quality/Performance Improvement, and AVP Care Management, PI and Accreditation.
Ms. Mosomillo earned her BSN from Pace University and an MBA Healthcare Administration from Baruch College both in New York City.
Chris Nesheim, RN, MS, CMAC
Senior Consulting Associate
Chris Nesheim, RN, MS, CMAC is a Consultant for the Center of Case Management since 2007. She has recently retired as Vice President of Care Management for Lee Memorial Health System, a 1,600 -bed multi-hospital system in Fort Myers, Florida.
Lee Memorial Health System is a not for profit Public Hospital system with 10 member elected Board of Directors; 6 hospitals which include Rehab, Skilled Nursing Facility, Home Health Agency, Physician groups, and Outpatient Centers.
Chris has over 35 years in Health Care experience, 20 years in Leadership positions of Case Management, is a Registered Nurse, has a Master of Science in Human Resource Development/Management, and a Bachelor of in Health Care Administration from Barry University of Miami, Florida.
As Vice President of Care Management, Chris was responsible for Case Management, Medical Social Work, Palliative Care, Transfer Center, and the Disease Management Program. The Care Management Department is the 2005 recipient of the Franklin Award of Distinction that was bestowed by ACMA/JCAHO for exceptional hospital and health system case management and 2011 Platinum Award for the Emergency Department Case Management program.
Ms. Nesheim has spoken at several national and state case management conferences.
Mindy Owen RN, CRRN, CCM
Mindy Owen RN, CRRN, CCM began her career in healthcare as a critical care specialist and charge nurse of a Neuro ICU and the step-down unit at Milwaukee County Medical Complex. She then joined the team that designed, developed and implemented a SCI-TBI rehabilitation program affiliated with Wesley Regional Medical Center in Wichita, Kansas, taking them through CARF and JCAHO accreditation. She founded and served on the board of Kansas’ ARN chapter for 8 years.
Her case management career began as the Midwest Regional Director of C.M. for Intracorp- a leader in disability, UR and CM services nationwide. She was asked to be one of the Founding Board members of CMSA, helping to establish the organization and becoming its 2nd President. Mrs. Owen has served on the CMSA Task Force (Outcomes and Accountability), the Commission for Case Manager Certification (CCM Chair-1996 and 2005), ACCM Leadership Council, the Editorial Board of The Case Manger magazine, Lippincott’s Professional Case Management Journal as a columnist, and the Case Management Standards of Practice Task Force sponsored by URAC. In her role as VP for Athena Forums, she has provided oversight &guidance for CM curriculum development.
Her many consulting assignments have included developing & implementing CM/DM models of care within managed care programs, government agencies and acute care facilities. She was the lead Consultant to the State of Florida Medicaid Agency and Pfizer Health Solutions- in a DSM initiative to implement a new DSM program for Medicaid recipients. She was also elected to serve on the Board of Directors as the first Public Member for the Academy of Clinical Research Professionals (ACRP). ACRP is the international certifying body for clinical research professionals.
Heidi Rohloff, RN, BSN, MSN, ACNP
Heidi Rohloff, RN, BSN, MSN, ACNP is a consulting associate. Ms. Rohloff’s expansive clinical experience spans across the continuum of care in various clinical roles such as nurse manager for home care, Director of Care Management and Quality, clinical process engineer and Nurse Practitioner. Ms. Rohloff is certified as a six sigma lean green belt and has led many clinical teams with process improvement projects both at hospital and health system level. Ms. Rohloff’s works clinically as a Nurse Practitioner in Emergency Medicine with experience with ED Observation unit. She has develop and implement numerous ED clinical protocols. Her expertise led her to do site assessments of client emergency departments with gap analysis, and action plans to monitor improvements.
Ms. Rohloff holds a BSN from Madonna University, MSN from Wayne State University, and post graduate certificate as Acute Care Nurse Practitioner from Madonna University. Her graduate dissertation was on “Effects of Continuing Education on Nursing Case Management” where her work supported education for nurses to support them and give them the skills to case manage their patients effectively and efficiently
Laurie Signorelli, DBH, MSW, LMSW, AC
Laurie Signorelli, DBH, MAQ, LMSW, AC is a seasoned doctoral level professional with over 20 years in healthcare leadership and consulting. She specializes in care management and medical/behavioral clinical and organizational pathways for optimal patient health outcomes and financial sustainability and improvement for healthcare organizations. She has considerable experience in cross-continuum work that integrates medical, psychological, and social aspects of care into the medical mainstream in her leadership and consulting roles. In addition, she teaches healthcare policy, evaluation and quality improvement in healthcare, cost offset and return on investment, healthcare economics, and behavioral health subject matter for Nursing, Healthcare Administration, and Behavioral Health programs at the doctoral level, focusing on all aspects of care from the clinical to the fiscal.
Kathleen Walsh RN, PhD
Kathleen Walsh RN, PhD is a Consulting Associate with The Center for Case Management in Natick, MA. Dr. Walsh brings many years of proven success to case management in the development of emergency department case management and the evolution of observation units in system development, roles, and proven patient centered care. She was one of the first to pioneer the ED CM role at Massachusetts General Hospital, a Harvard affiliated Level 1 Boston, MA teaching Hospital.
Dr. Walsh’s expansive experience in patient centered care and expertise in ED/OBS Case Management has led to successful consulting engagements in countless Emergency Departments and Trauma Centers across the US. Earning a master’s degree from Boston College and a PhD from the University of Connecticut with research experience at Yale University, Dr. Walsh has co-authored two emergency case management texts with world renown author Karen Zander, RN, MS, CMAC, FAAN.
Deborah Zeveney RN, MS, CCM, ACM
Deborah Zeveney, RN, MS, CCM, ACM, is a consultung Associate with The Center for Case Management. With over 40 years in healthcare, and 30 years in Case Management, she has developed significant knowledge in this industry. Before joining The Center for Case Management, Ms. Zeveney served as a Director of Case Management and Clinical Documentation Improvement for HCA West Florida Division. Earlier, she has served in a variety of roles in Case Management, Nursing, and Education in acute care and insurance settings. Ms. Zeveney graduated from the Geisinger Medical Center School of Nursing with a Diploma in Registered Nursing and from St. Joseph’s College, Maine with a BSPA in Health Administration. She earned a Master of Science in Rehabilitation Counseling from the University of Scranton.