Health Assist Tennessee/CI Services, Inc.

Transcription

1 Health Assist Tennessee/CI Services, Inc. General Information Contact Information Nonprofit Address Health Assist Tennessee/CI Services, Inc Rosa L. Parks Blvd Suite 208 Nashville, TN Phone (615) Fax Web Site Web Site At A Glance Year of Incorporation 1994 Former Names CI Services, Inc. TennCare Consumer Advocacy Program 1

2 Mission & Impact Statements Mission Our mission: Guiding Tennesseans to Healthcare Solutions. Our vision is that all Tennesseans, regardless of insurance status, will have access to quality and affordable health care. Background Health Assist Tennessee s core program, TennCare Consumer Advocacy, was founded in January of 1994 as a service of the Crisis Intervention Center in Nashville. The TennCare Bureau initially funded the program to provide healthcare counseling and patient advocacy services for TennCare enrollees statewide as the transition from Medicaid to TennCare took place. The counselors ensured that healthcare was not delayed for medically needy individuals. In the early years services were provided in English and Spanish, with Arabic and Kurdish added in A new component was also added in late 1998 to provide monitoring and overview of the TennCare services provided to children who are in state custody. Our counselors review permanency plans of children in state custody, acting as an outside, objective third party to help ensure that children receive necessary services in a timely manner. In 2000, additional bilingual counselors were added to assist those who spoke Bosnian, Somali, and Vietnamese. The program doubled in size and budget in 2002, expanding to include an outreach component to assist those TennCare enrollees who were facing disenrollment. In July of 2005, the program became a separate 501(c)(3) non-profit organization under the name Health Assist Tennessee. A core Board of Directors was identified to assist in future progress of the program. As the needs of Tennesseans expanded, Health Assist Tennessee also grew. In 2006 we began providing application and assistance to CoverKids, CoverRX and AccessTN applicants and members. In addition, the agency received private foundation money to offer health care navigation to uninsured individuals in Middle Tennessee and to expand medical interpretation. The agency now provides advocacy services to callers in the following languages: Amharic, Arabic, Bosnian/Croatian/Serbian, Kurdish, Somali, Spanish, and Vietnamese. In addition to the aforementioned languages, our Medical Interpreting program also serves patients and clients in the following languages: Burmese, Chin, Croatian, Nepali, Portunguese, Russian, Farsi, Swahili and American Sign Language. Impact 2009 Accomplishments Awarded funding for the third consecutive year from the HCA Foundation, the Memorial Foundation, and Baptist Healing Trust to fund healthcare navigation services for uninsured Tennesseans Provided healthcare navigation for uninsured individuals in Middle Tennessee with 75% of surveyed clients matched with a resource and with 53% of surveyed clients enrolled in health insurance. Provided medical interpreting in 23 languages to clients who see physicians throughout Middle Tennessee at Centerstone, Vanderbilt, Siloam and United Neighborhood clinics among many others. Chosen as the winner for the Baptist Healing Trust's Healing Charity Award and being chosen as a finalist for the Center for Nonprofit Management s 2009 Salute to Excellence Making A Difference Award given by the Frist Foundation. Raised $13,000 in our first fund-raising effort, Run for the Uninsured, which involved fourteen runners in Nashville's Country Music Marathon and full agency involvement in many other ways. In 2009 we continued to grow as an agency by: Expanding our Board of Directors to include four more individuals committed to helping Tennessee s most vulnerable residents Continuing to provide compassionate navigation services and guiding thousands of Tennesseans to healthcare solutions in the midst of ever-shrinking public health insurance options Goals for 2010 Enroll more Tennesseans in health insurance and match others with affordable health care Assist more Tennesseans in determining options for state options and the newer federal insurance options Raise money through the Run for the Uninsured and special events Expand the number and diversity of our funders Expand our Medical Interpreting Program Streamline our services and make our reporting more efficient Utilize technology to expand and sustain the scope of our services 2

3 Needs Finding core funding and underwriting to support and expand current programs Strategic diversification and expansion of sustainable funding sources Expanding community awareness of services Funding levels that allow for competitive benefits and salary packages, and acquiring and retaining the best candidates for position Service Categories Primary Organization Category Human Services / Human Services Secondary Organization Category Human Services / Ethnic/Immigrant Services Tertiary Organization Category Health Care / Health Support Areas of Service Areas Served TN We serve all 95 counties in Tennessee. Certain programs are restricted to Nashville and/or Middle Tennessee. Board Chair Statement CEO Statement There are few issues more compelling to Tennesseans than access to appropriate and affordable healthcare. Options for coverage and healthcare resources for those who have no insurance are constantly changing, and Tennesseans need the reliable assistance provided by Health Assist Tennessee. Even when health care coverage is available, there can be confusion about, and barriers to, enrolling for coverage or accessing benefits. Since 1994, the TennCare Advocacy Program of Health Assist Tennessee has served TennCare enrollees and those eligible for coverage. We have expanded the types of individuals we are able to serve. Our current funding comes from the TennCare Bureau, AccessTN, CoverKids, Office of Aging and the following foundations: Community Foundation of Middle Tennessee, HCA Foundation, Memorial Foundation, Frist Foundation, and Baptist Healing Trust. We give our clients accurate, realistic information and use our problem-solving expertise to help them obtain medical services. With specialized access to data, we also help providers and community agencies better assist their patients. Our bilingual capabilities allow us to serve individuals for whom English is not the primary language. Thank you for visiting our profile. We hope you enjoy learning more about HAT and the work we do for the health of Tennesseans. Dranda Whaley, Executive Director 3

4 Programs Programs TennCare Advocacy Program Description The TennCare Advocacy Program was established in January of 1994, and is funded by the TennCare Bureau. Counselors provide individual advocacy services for Tennesseans with urgent medical needs who are eligible for or enrolled in TennCare. These services include, but are not limited to, application assistance, client education, case management, resolution of system errors, and help with appeals. By working closely with TennCare s many Managed Care Organizations, the TennCare Bureau, DHS, and the Central Medicaid Office, advocates are able to assist Tennesseans to effectively navigate the TennCare system and get the medical services they need. Counselors in the Children's Advocacy Program work to ensure that medically necessary services (including mental health care) are delivered to children in state custody without delay and in a timely manner. Category Population Served Health Care Health Insurance Counseling Females, all ages or age unspecified, Males, all ages or age unspecified, Immigrants/Newcomers/Refugees 4

5 Health Care Navigation for the Uninsured Description Our newest program, Health Care Navigation for the Uninsured (and under-insured), is jointly funded by the Memorial Foundation, Baptist Healing Trust, and the HCA Foundation. This financial support currently allows us to provide health care navigation services to Middle Tennessee residents who are living without health insurance. Our counselors work closely with uninsured callers and their families to identify healthcare needs, and to provide timely assistance in accessing care. Services for callers include: screening for health insurance, referrals to affordable community clinics; application assistance for prescription assistance programs; and help in researching sources for needed medical equipment and supplies.. In addition to service to callers, in 2010, our counselors will begin training service providers around Middle Tennessee in health care navigation. This will enable a more localized approach to identifying current programs and gaps in services in rural areas. Budget $160,000 Category Population Served Short Term Success Long term Success Program Success Monitored By Health Care, General/Other Health Care, General/Other Families, Poor,Economically Disadvantaged,Indigent, International 25% of surveyed Healthline clients will enroll in health insurance. 70% of surveyed Healthline clients will be matched with a health care resource. 75% (90 of 120) of local service providers will report increased knowledge and ability to assist uninsured clients with health care navigation as a result of training received and materials distributed. More Middle Tennesseans from targeted counties will have access to an affordable health care provider. More local service providers from targeted counties will be able to provide health care navigation services to their community members and be more familiar with ways to help uninsured individuals in their communities. We will use a combination of HAT's database system and follow-up calls to clients to measure the first and second short-term impacts. Advocacy counselors, at the call's completion, will set the time frame they think would be optimal for a follow-up survey, since they are best able to judge the situation of the client. By surveying clients nearer to the time the original service was provided, counselors will be able to identify and work to fill gaps that remain after the first attempt to help. For the third short-term impact, at the end of trainings, we will provide attendees with an evaluation form to determine their increase in knowledge. Examples of Program Success This program served 2,345 clients in % of surveyed clients report an increase in knowledge of health care resources in their community % of surveyed clients report an increase in confidence in solving future health care problems % of surveyed clients enrolled in health insurance % of surveyed clients were matched with a resource. 5

6 Bilingual Services & Medical Interpretation Description In 1994, when TennCare Advocacy Services began, we served clients in English and Spanish. In 1998 we began serving clients who spoke Arabic and Kurdish. Since then, as the immigrant and refugee communities have grown, we expanded our language services to the following languages: Amharic, Arabic, Bosnian/Croatian/Serbian, Farsi, Kurdish, Somali, Spanish, and Vietnamese. Our counselors serve as an important bridge between these families, state health plans, and community health care providers. In 2006, we began our Medical Interpreting Program. We offer interpretation and translation services in the languages above as well as, Burmese, Chin, Croatian, Nepali, Portuguese, Russian, Farsi, Swahili, and American Sign Language. Currently we have contracts with Centerstone, Siloam, and Vanderbilt University Medical Center, among several others. In 2008 we received funds from the Community Foundation to provide medical interpreting to patients and providers participating in Davidson County s Bridges to Care Plus Program and to Siloam's off-site specialists. This proved as an invaluable service for Limited English Proficient uninsured patients and the providers who offered their services on a volunteer. Finally, HAT has the capability to provide medical interpreting via Video Conferencing to ensure that individuals in rural areas have access to high-quality medical interpreters. All services, including medical interpreting, remain free of charge to clients and their families. Population Served,, Program Success Monitored By Examples of Program Success We have provider satisfaction surveys that help monitor an interpreter's quality of service. We also look at increase of appointments by contract to determine levels of success. In the previous 24 months, our Medical Interpreting program has grown by 447%. We now interpret for more than 340 medical appointments a month. 6

7 Governance Board Chair Board Chair Ms. Rachel Robinson M.S. Company Affiliation Hospital Corporation of America (HCA) Term July 2010 to June Board Members Name Affiliation Status Mr. Abdelghani Barre Metropolitan Social Services Voting Mr. Todd Carter Pinnacle Financial Partners Voting Mr. Scott Cornwell Dispensary of Hope Voting Ms. Elizabeth G. Henderson Dialysis Clinic, Inc. Voting Mr. Robert (Bert) T. Knupp Metro Human Resources, retired Voting Mr. Scott J. Lynn Esq. Gaylord Entertainment Company Voting Mr. Mark W. Peters Esq Waller, Lansden, Dortch, and Davis LLP Voting Dr. Gregory Plemmons Vanderbilt Children's Hospital Voting Ms. Rachel Robinson M.SEd Hospital Corporation of America Voting Mr. Howard Stringer Community Volunteer Voting Ms. Dranda Whaley Health Assist Tennessee NonVoting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 9 Hispanic/Latino 0 Native American/American Indian 0 Other 1 African Board Demographics - Gender Male 8 Female 2 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90% 7

8 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 90% Percentage Making In-Kind Contributions 30% Constituency Includes Client Representation No Number of Full Board Meetings Annually 6 Board CoChair Board CoChair Mr. Scott Cornwell Company Affiliation Dispensary of Hope Term July 2011 to 0 Scott.Cornwell@DispensaryOfHope.org Standing Committees Community Outreach / Community Relations Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Program / Program Planning Risk Management Provisions Commercial General Liability Directors & Officers Policy Umbrella or Excess Insurance Professional Liability 8

9 Management Executive Director/CEO Executive Director Ms. Dranda Whaley Term Start Sept Experience In her role as Executive Director, Dranda managed the transition of the TennCare Consumer Advocacy Program, a service of Crisis Intervention Center, to Health Assist Tennessee, a stand-alone nonprofit organization. She has been the director since the program's inception in January, A volunteer with the Crisis Intervention Center prior to joining the paid staff in September of 1983, she was the first Information and Referral Coordinator for United Way's newly formed Help Line, which was the foundation upon which Tennessee's current 211 service is built. With a Master's Degree in Public Administration, she leads the paid staff of the agency in seeking ways to assist all Tennesseans overcome barriers to receiving necessary health care. Staff Full Time Staff 22 Part Time Staff 6 Volunteers 10 Contractors 38 Retention Rate 86% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 3 When was Strategic Plan adopted? Jan 2010 In case of a change in leadership, is a Management Succession plan in place? Under Development Does the organization have a Policies and Procedures Plan? Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? Does the organization have a Document Destruction Policy? 9

10 Affiliations Affiliation Center for Nonprofit Management Excellence Network Year 1994 Tennessee Conference on Social Welfare (TCSW) 2000 Rural Health Association of Tennessee 2000 Tennessee Immigrant & Refugee Rights Coalition 2000 Tennessee Association of Translators and Interpreters 2005 Awards Awards Award/Recognition Organization Year Finalist - Marvin Runyon Leadership Award Finalist - Frist Foundation's Making a Difference Winner - Baptist Healing Trust's Healing Charity Center for Nonprofit Management 2008 Center for Nonprofit Management's Salute to Excellence Center for Nonprofit Management's Salute to Excellence Senior Staff Ms Mary Ann Keefer Title Experience/Biography Director of Finance Mary Ann Keefer joined the Crisis Intervention Center as Chief Financial Officer in August of When Crisis Center merged with Family & Children's Service, she stayed with the TennCare Advocacy Program as Business Manager and helped transition the program into a stand-alone agency. She has more than 12 years experience in the nonprofit world. She received her degree from The University of Mississippi and has been an active member of Business Managers' Network where she is a past President. Her interests outside of universal healthcare access are children's literature and sports history. Mr. Aram Khoshnaw Title Refugee Services Coordinator Experience/Biography Ms. Michelle McRae Title Director of Community Education Experience/Biography 10

11 Mr Michael Kessen Title Director of Development Experience/Biography Ms. Stephanie Barger Title Experience/Biography 11

12 Financials Fiscal Year Fiscal Year Start July Fiscal Year End June Projected Revenue $1,637, Projected Expenses $1,638, Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $2,755,456 $2,788,059 $2,468,144 Total Expenses $2,691,078 $2,838,864 $2,392,470 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $2,324,710 $2,532,283 $2,305,323 Federal $0 $0 $0 State $0 $0 $2,305,323 Local $0 $0 $0 Unspecified $2,324,710 $2,532,283 $0 Individual Contributions $177,501 $186,923 $128,562 Indirect Public Support $0 $0 $0 Earned Revenue $217,625 $56,448 $31,901 Investment Income, Net of Losses $9 $124 $0 Membership Dues $0 $0 $0 Special Events $5,612 $12,281 $1,752 Revenue In-Kind $0 $0 $0 Other $30,000 $0 $606 12

13 Expense Allocation Fiscal Year Program Expense $2,491,182 $2,614,342 $2,142,401 Administration Expense $199,896 $224,522 $250,069 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 93% 92% 90% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Fiscal Year Total Assets $218,942 $133,411 $207,887 Current Assets $195,029 $103,338 $171,366 Long-Term Liabilities $0 $0 $0 Current Liabilities $71,499 $50,347 $74,018 Total Net Assets $147,443 $83,064 $133,869 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Government Grants $2,324, Second Highest Funding Source & Dollar Program Service Amount Revenue from Medical Interpret Services $217,625 Third Highest Funding Source & Dollar Amount Other Contributions, Gifts, and Grants $177, Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires Dec 2011 Registration No 0 Organization Comments Our agency began in 1994 as a program (named TennCare Advocacy Program) under the Crisis Center. In 13

14 June 2005, the Crisis Center merged with Department of Children's Services and we became a stand-alone non-profit agency. Since 2006 we have been operating as Health Assist Tennessee. GivingMatters.com Financial Comments Financials taken from the 990, which reconciled to the audit. Financials completed by Bellenfant and Miles. Created Copyright 2018 The Community Foundation of Middle Tennessee 14