IT Optimizers®: Strategy, Resources, Results
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Executive Profiles

Our seasoned professionals share our core values of success: industry distinction, delivery of extreme results for our clients, loyalty, integrity and a passion for quality.

Our Executive Team

Ned C. Boatright, MBA
Practice Director, Client Services Executive

  • MBA, Cornell University
  • BS Electrical Engineering, Purdue University

Mr. Boatright is a proven and experienced senior executive with over 30 years of healthcare and information technology experience. Career positions have included CIO, VP Claims, Account Executive, Manager-Data Integrity, Sr. VP-Information Systems, President, Provider Network Manager, VP Hospital Administration, and Consultant. He has been employed by HMOs, insurance companies, IT consulting firms, and outsourcing companies serving payers, physicians, hospitals, urgent care centers and entrepreneurial firms in managed care.

Mr. Boatright has provided consultative leadership and project management in the areas of managed care transaction systems, web applications, claims, medical management, data warehousing, informatics and outsourcing. In his management experience he was the Sr. Executive responsible for the establishment and maintenance of all technology and IT staff supporting a regional HMO. Accomplishments included establishment of an IT strategic planning process, major data system migration, establishment of an enterprise data warehouse, design, development and implementation of intranet and Internet functionality to serve staff, providers and members. As an outsourced CIO for an MSO he implemented a new claims system, migrated systems and processing from an acquired medical group and maintained IT costs at or below industry standards.

He has published and presented on the topics of innovation and the need for community based health data networks.
   

Joseph DeLuca, MA, FACHE
Managing Practice Director

  • Fellow, American College of Healthcare Executives
  • Member, Healthcare Information and Management Systems Society
  • Member, Healthcare Financial Management Association
  • Past Affiliate, Institute for the Future
  • MA, Health Services Administration, University of Wisconsin, Madison
  • BA, magna cum laude, Lawrence University, Appleton, Wisconsin

Mr. DeLuca is a health care information technology futurist, bringing innovative wisdom and practical experience to both the health care and information technology market segments. His cross-functional perspective has evolved out of 20 years of performing successful advisory services for provider, payer, entrepreneur and public policy clients. Mr. DeLuca is a frequent speaker at regional and national conferences and is widely published on health care and information technology topics. The most recent edition of his book, The CEO's Guide to Health Care Information Technology: Revised Edition, is now available from Jossey-Bass. Mr. DeLuca was recently awarded the ACHE Regent's Senior Leadership Award for service to the health care community.

Board appointments
Speaking overview
Publications
  

David Keirns
Product Specialist

  • Member, Project Management Institute
  • Member, Healthcare Financial Management Association
  • BA Health Administration, University of Phoenix

Mr. Keirns brings evolutionary leadership in clinical information systems and technology planning including organizational development, change management, process engineering and software methodologies. He has served as a Director of IT Strategy for Oracle, Program Manager for Lucille Packard Children's Hospital, and Systems Architect for Sequoia Hospital CHW implementing information systems for both clinical and internet technology environments. For 20 years he has been developing solutions for highly interdependent teams through the use of project management methodologies, governance structure, budget management tactics and progress tracking tools.
 

Mark Schneider, MPH
FULCRUM Product Manager and Client Services Executive

  • MPH, Health Policy and Management, Columbia University School of Public Health
  • BA, Binghamton University

Mr. Schneider has over 15 years of diverse health care experience, including information technology, managed care, and patient care. Prior to joining IT Optimizers he served as product manager for the data integration and communications platform at CareScience, Inc., overseeing the strategy, functionality and development of their product suite infrastructure. He was also the product manager for a suite of tools aimed at helping health care organizations with technology assessment decision-making and planning, including the review of health IT products for a certification program. Mr. Schneider, a current member of the Health Information and Management Systems Society, served in various functions for a managed health care organization including project manager, analyst, and proposal writer. He spent several years working at the paramedic level for an ambulance squad.
 

Gayle Yeakle, MBA
Practice Director
Client Services Executive

Ms. Gayle Yeakle, formerly the Vice President of Information Management at Children's Hospital and Health Center of San Diego, is a formidable leader in healthcare and an innovator in information technology. With over twenty-five years of experience in clinical and managerial health care roles, Ms. Yeakle has proven her wealth of skills in ways such as implementing a full, under budget, and timely HIS conversion and building E-health and Electronic Medical Records initiatives. Ms. Yeakle has honed her results-based management practices, increasing productivities and reducing staff turnovers through her talent for team-building. Ms. Yeakle's deep understanding of healthcare information technology has allowed her to develop management tools for a large healthcare information system implementation project. An integrator by nature, Gayle Yeakle takes technologies and makes them cost-effective and contextually functional for health care organizations. In the past, Ms. Yeakle has served on the TSI Strategy advisory group and the Boards of Microsoft Healthcare Users group and of healthcare advisory for Motion Computing. She is currently a Board Member at Sharp/Childrens MRI Center and Living Exhibits, Inc., as well as a member of HIMISS and CHIME.
 

IT Optimizers Professional Resource CommunitySM

Our affiliates—members of IT Optimizers' Professional Resource Community—are all experienced health care industry veterans with deep subject matter expertise and a record of achieving extreme results for their clients. This program ensures that we contribute quality, wisdom, and specialization to all of our client engagements…large or small. Affiliate members serve as our Client Services Executives and include:
 

Susan Anthony
Market and Product Research Specialist

  • Certificate, Stanford Publishing Course
  • Graduate Program, New School University
  • BA, English, Cedar Crest College

Ms. Anthony has over 25 years experience in health care editing, publishing, and communications strategy. She was editor and publisher of Healthcare Forum Journal, founding editor of Strategies for Healthcare Excellence and COR Healthcare Market Strategist, and features editor of HealthWeek. Earlier, she served as staff editor of The Internist, published by the American Society of Internal Medicine. Most recently, she has specialized in health care information technology. At IT Optimizers, Ms. Anthony supports affiliates and clients through information technology research and communications.
 

Rebecca Burns Tufano, MBA
Specialist in marketing strategy, business development, and planning

  • Certificates, Healthcare Information Technology, Harvard School of Public Health
  • MBA Finance, Wharton School (University of Pennsylvania)
  • BA, Economics, with Distinction, Stanford University

Ms. Burns Tufano has focused on addressing strategic market opportunities in business-to-business information services for over 20 years. She was engagement manager with McKinsey & Co., and has held management and executive positions at General Electric Information Services, American Express, Wells Fargo Bank, and ADP. As vice president and group product manager at Wells Fargo for corporate electronic services, she helped pioneer the use of the Internet for payments transactions, digital money, and worked with insurance companies and providers to streamline health care payments. As director of health care business development at ADP, she crafted a comprehensive vision for health care services including the proposed purchase of a number of established vendors (CyCare, IDX, and Medical Manager before they went public) and leading-edge technology providers. As vice president, marketing strategy and client information services at WiSE, a handheld, wireless, ambulatory CPOE systems provider funded by Pfizer and AMP, she created the plan and was responsible for the Data Center, a profit center that provided a spectrum of new reporting services to WiSE’s physician customers.

She is founder and managing director of the Corum (Collaborative Outcomes) Group, where she provides innovative market approaches in health care information services. She provided planning, marketing and nationwide roll-out services to PhyCor, a leading physician practice management services organization, for its new PhyCor Online product. She worked closely with Pacific Partners Management Services Organization, a health care management services organization, to develop a new business structure providing a spectrum of ASP-based services. As a component of the overall vision, she led the selection and development of a strategic alliance with a major practice management vendor, enabling additional sources of revenue. She was the interim CEO for HealthData, Inc., an ambulatory handheld clinical systems vendor, where she assisted in the roll-out of a new product with IBM. Ms. Burns Tufano’s understanding of market dynamics and organizational needs has led to her success as a recruiter; she has helped identify and place a number of IT experts, representing research, clinical, strategic, and administrative managed care talent. She served as co-president of HIMSS of Northern California.
 

Kathleen Crane
Management and Operations, Systems Implementation Project Manager

  • Member, Healthcare Information and Management Systems Society
  • Member, National Association of Professional Women

Ms. Crane has over twenty five years of experience in healthcare management, operations and systems implementations. Her responsibilities have spanned hospital department management in patient access, financial counseling and contracting; physician practice management in both a small ophthalmology practice as well as a large, multi-specialty clinic; and managing director of consulting and technical resources for a software and services consulting firm. Her participation in system implementations, working as both an analyst as well as project manager, has been in the areas of patient access, managed care, billing and accounts receivable and electronic medical records. Her in-depth understanding of healthcare operations allows her to support and promote the planning and transformation associated with new system installations.
 

Ray G. Dunn, MBA, CPHIMS
Interim CIO and program management

  • MBA, Information Management, DePaul University, Chicago, IL
  • BS, Business Administration, University of Illinois, Urbana, IL
  • Certified Professional in Healthcare Information and Management Systems

Mr. Dunn is a leader in the health care and information technology sectors, with extensive management and consulting experience including roles as Consulting Group President, Outsourcing VP/General Manager, CIO, and Program Manager. Most recently he was President and co-founder of a health care technology consulting firm, helping clients with a broad range of operational issues, technology planning, and changes in the regulatory environment. He has over twenty years of experience managing business units, leading people and project teams, and delivering results in support of strategic business initiatives.

Mr. Dunn has worked with health care providers and payors identifying opportunities to more effectively manage resources and costs, and build quality IT organizations. He has served as CIO for IDN’s, community hospitals, and tertiary care Academic Medical Centers. He led a team of clinicians and software developers in the creation of a commercial web-based Compliance and Performance Improvement toolset called Hospital Insight?. Utilizing an ASP Model, the system performs data analysis on a combination of public (MEDPAR) and proprietary claims data to enable HCO’s to proactively benchmark themselves against peer groups in order to identify potential Compliance issues as well as revenue enhancement opportunities.
 

Mark Fehling, MA
Interim CIO and program management

  • MA, Northeastern Illinois University
  • BA, University of Missouri at St. Louis
  • Member, College of Healthcare Information Systems Management Executives (CHIME)
  • Member, Healthcare Information & Management Systems Society (HIMSS)
  • Member Healthcare Technology Network of Greater Washington DC (HealthTechNet)

Mr. Fehling has over twenty years of health care experience that includes information technology administration, admitting/registration and health information management operations at the senior management level. With extensive experience directing complex systems and infrastructure implementations, he is a team builder who engages all stakeholders in the evaluation, selection and implementation of IT and organizational improvement solutions. Mr. Fehling's more than fifteen years as a CIO have included positions at George Washington University Hospital, MacNeal Health Network in Chicago and Holy Cross Health, Silver Spring (Maryland). Throughout his career, he has had notable success in effectively interacting with board, senior management, physicians, management, staff and vendors to create information technology visions, strategies and plans.
 

David Hansen, MBA
Specialist in strategy alignment, strategic research and economic modeling

  • MBA, Haas School of Business, University of California, Berkeley
  • MA Applied Economics, University of California, Santa Barbara
  • BA, University of California, Santa Cruz

Mr. Hansen has aided health industry firms such as Kaiser Permanente, John Muir Health, Bristol-Myers Squibb, and Trigon to effectively link IT plans to strategies, assess new products and services, target new markets, focus business strategies, and change their organizations. On behalf of IT Optimizers®, SRI International, and the Institute for the Future, he has scanned the health IT market for cutting-edge developments. His advice during more than 15 years as a consultant has also benefited firms beyond health, spanning industries from broadcasting to electronics and government research to B2C Internet sales. Mr. Hansen has facilitated dozens of change processes in organizations across all levels, from boards of directors to front-line providers. Hansen lectures in Economics and Management at the University of San Francisco. A prolific contributor to the health care IT literature, Mr. Hansen most recently is the author (with Johannes Ziegler) of “Raising Health Care’s Organizational IQ,” published in the Winter 2003 issue of Health Forum Journal.
 

David W. Lillibridge, MBA
Interim CIO and program management

  • MBA, Pepperdine University
  • BS, California Polytechnic University

Mr. Lillibridge has been involved in health care for over 25 years, working with general acute care and children's hospitals, teaching medical centers, research facilities, integrated delivery networks, independent physician associations, managed care, and health maintenance organizations. His information technology experience includes clinical system expertise with a focus on PACS and medical imaging technology, large-scale project management, system/technology selection and implementation, interim management, strategic planning, information technology-enabled re-engineering and process design, and operational assessments and reorganizations. Mr. Lillibridge brings a participatory style to projects that focuses on the integration of physician, clinician, and administrative perspectives. As an educator of senior management, board members, and staff, he works to set realistic expectations for the role of information technology.
 

Doris Lock, MPH

  • MPH, University of California, Los Angeles
  • BA, University of California, Berkeley

Ms. Lock is a seasoned professional with almost 25 years in the health care industry. She has served health care clients as an independent consultant and with Health Care Investment Visions, IT Optimizers, Arthur Andersen & Co., and Voluntary Hospitals of American (VHA) Consulting Services. Ms. Lock’s operational experience includes developing community education programs for Penrose Cancer Hospital, training family medicine providers at Mercy Medical Center, and supporting various operational needs for the Kaiser Permanente Medical Care Program. Ms. Lock has a broad range of experience, including: market analyses and business planning; program planning, implementation, and evaluation; operations analysis and process redesign; HIPAA compliance; and information systems. She has served clients in the private arena (e.g., multi-hospital systems) as well as the public sector (e.g., various County and State Departments of Health Service). Ms. Lock brings an analytic, systems thinking approach to solving problems and achieving organizational objectives.
 

Mike Martinez
Interim CIO, program management and advanced clinical systems design

  • BS, California State University, Fresno

Mr. Martinez is an experienced Chief Information Officer with expertise in the design and delivery of cost-effective, high-performance technology solutions in health care with budget responsibilities up to $40 million. He is skilled in all phases of the project life cycle, from initial feasibility analysis and conceptual design through implementation and enhancement. In his executive positions, Mr. Martinez has built culturally diverse, team-centered operating units, with excellent business process and strategy development skills. In his most recent role, with Cogent Healthcare, Mr. Martinez provided professional IT management to support the company’s aggressive business growth, from a pre-profit $15 million revenue company to current $100 million profitable national company. He managed all facets of IT strategic planning and operations, including supporting a unique hospitalist services model.

Combining applications experience with deep technology expertise, Mr. Martinez has been involved with diverse technology plans and projects, including: mobile device and web-based charge capture, national call centers, centralized billing, web-based on-line reporting, physician portals, wide area networks, clinical decision support systems, enterprise medical records, clinical data warehouse technology, and electronic supplies ordering and payment systems.
 

Lee Penn, MBA, MPH
Specialist in strategy alignment, economic modeling and methodology development

  • MBA and MPH, University of California, Berkeley
  • BA, Harvard University

Since 1979, Mr. Penn has provided leading-edge management, economic, and technical advisory services for regional health care delivery systems, hospitals, large physician group practices, managed care organizations, and for health care technology vendors and consulting firms. He began his career as an economist with Kaiser Permanente, and developed relative value systems to assist management and researchers in monitoring costs and benefits of outpatient care. As a consultant he has planned and implemented cost-saving information systems for local government agencies and physician practices, assisted physicians and a hospital consortium to get capital grants for new services, and advised regional health care delivery systems in the US and Canada on the costs and benefits of implementing new electronic medical record systems and PACS systems. He helped hospital systems make economically sound decisions on alternative information systems strategies and alternative management structures for IT and financial/billing departments. A lead developer of the FULCRUM Series Methodologies®, Mr. Penn specializes in financial, statistical, and systems analysis to support information systems planning, vendor selection, and system implementation for health care clients, as well as forecasting of technical, health care industry, and socioeconomic trends. He is the author of “Planning for Inflation: Accounting for economic trends and influences in enterprise budgets and financial plans,” HCIV Perspectives, February 2002.
 

Paul S. Van Dolah, MHCA
Specialist in organization change, management systems and team dynamics

  • MHCA George Washington University
  • BA Northwestern University
  • Member Healthcare Financial Management Association
  • Member American College of Healthcare Executives
  • Member Forum for Healthcare Strategists
  • Member Medical Group Management Association

Mr. Van Dolah has served in senior leadership positions in health care for over 25 years. He has worked with general acute care hospitals, large university systems, children's hospitals, research facilities, integrated delivery networks, independent physician associations and health maintenance organizations. Mr. Van Dolah served on the senior leadership teams of Hahnemann Medical College & Hospital, Indiana University Hospitals and Valley Children’s Hospital. More recently, he served as the Executive Vice President / Chief Operating Officer of Children’s Hospital – San Diego for over 15 years. His specialties include: strategic planning, business development, strategic partnership formation, organization development, operations analysis, business process design and financial management. Mr. Van Dolah has assisted hospitals and medical groups form effective partnerships through programmatic and facility joint ventures, medical group management and systems integration. He employs a systems approach to problem solving that focuses on meeting client needs and achieving organizational objectives. He understands the need to balance the interests of multiple constituencies in the formation of systems and process solutions.
 

Rosaline Vasquez, MD, MBA
Clinical Systems and Physician Advisor

  • MBA, Golden Gate University
  • MD, Internship & Residency in Internal Medicine, Stanford University School of Medicine
  • BS, Stanford University

Dr. Vasquez has broad experience in health care strategy, administration, and clinical medicine. She most recently served as vice president of medical affairs for Skolar, Inc., where she oversaw the strategy and development of the Stanford Skolar MD system. Earlier, she was vice president and medical director for Cigna HealthCare of Northern California. She also served as director of health care policy and reimbursement planning for Syntex Pharmaceuticals in Palo Alto, CA. Dr. Vasquez has practiced internal medicine in a variety of settings. She is adjunct clinical associate professor in the Department of Medicine at the Stanford University School of Medicine. Additionally, she is an active volunteer in nonprofit social agencies and chaired the board of the AIDS Clinical Research Consortium and Family Services of Santa Clara County. She is chair-elect for Family & Children Services. In addition to serving as Clinical Systems and Physician Advisor, she is a member of the Affiliate Community.
 

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