Willamette University

Portland State University

Head of Conversion Implementation PMO 
Developed conversion strategy, built and hired team of consultants and project managers to implement key accounts from legacy VMS to new, in-house VMS solution. 
6/20/2022 through 12/31/22: Converted 15 existing clients from legacy third-party VMS to in-house VMS solution as lead organizational change management leader and project director resulting in cost savings of $1,032,644. 
1/1/2023-6/1/2024: converted 12 accounts to in-house VMS solution resulting in a cost savings of $1,509,844. 
Launched VMS support model and implemented ticketing system, leading design sessions, and launching 11/14/2022, resulting in 24h Turnaround Time on all client and internal VMS requests. 
Led creation of all standard SOP with KPI / OKR for conversion and support teams, and rolling new process throughout the organization, leveraging organization change management and Kaizen principles.

Cross Country Healthcare

Senior Director, Enterprise Solutions

Built a new implementation consulting team, developing onboarding and training for new specialists; lead a team of project specialists and business analysts delivering projects for new clients and expansion service projects for  existing partnerships; lead group of specialists supporting large projects owning workstreams for strategic engagements. 

Created standard SMART goals and department benchmarks for new specialist team; established standard project timelines for all project types; and standardized reporting for department progress against benchmarks. 

Developed, pitched and launched new implementation methodology and process for new business line, lead team creating new process for implementing complex service offerings to health system partners using agile project methodologies and matrix leadership principles. 

Developed new training program for new project managers and project specialists, enhancing team onboarding. 

Developed and hosted training program for internal stakeholders to communicate and reinforce new implementation processes.

ShiftWise

Senior Implementation Manager

A dynamic project manager with over 10 years of experience in healthcare, delivering project leadership and analysis to cross-functional project teams in the successful execution of projects and programs throughout the organization. I work with C-Suite executives, leading workflow and process improvement projects throughout major hospital systems, improving quality and process conformance initiatives. 
 
Major Projects: 
2018- Barnes Jewish HealthCare: HRIS system integration project: Lead project manager for design, planning, implementation, and execution. 

2018 - Tallahassee Memorial HealthCare: New Connect Product Implementation. Lead project manager for implementation and execution.

2017-  Baptist Pensacola Health System : New Connect Product Implementation.  Lead project manager in execution phase. Lead internal and external teams in execution phase to implement new-to-market product. 

2016 - 2017 - Encompass (Formally HealthSouth): VMS / HRIS  Implementation - Lead Project Manager for $22 million enterprise hospital system implementation with healthcare facilities in 6 regions throughout the United States. 

2016- Current Hospital VMS Implementation - lead project manager on 15 (averaging one go-live per  month)  Health System implementation projects. Lead internal and external teams in the development of work breakdown structure, workflow process improvement, training, testing,  execution, and go-live. Clients include major health systems throughout the United States.

Key Skills: 
Communication Plan Design and Implementation 
Cross-Departmental Communication 
Leading Cross-Functional Teams 
Agile Development - Customer Story Development 
Business Process Root Cause Analysis 
Business Process Solution Design 
Business Case Development 
New Product Business Case Development 
IT Product Management 
Project Management 
Healthcare Implementation 
Healthcare IT Project Management
Healthcare New Product Training 
Healthcare Workflow Design 
Risk Planning

Implementation Project Manager

Organizational Project Manager in PMO  for one of Oregon's largest non-profits. 
Major Projects: 

Emergency and Disaster Planning - work with project sponsor and organizational leaders to create a business case, budget, and project charter for the development of an emergency and disaster plan for Trillium Family Services. 

Equity and Inclusion- Project rehabilitation; assist the equity and inclusion team in developing an RFP, ideal budget, project definition, project WBS, and goals. 

Classroom remodel- Coordinate the bid, blueprints, schedule, and budget development for the remodel of a classroom at Edwards School. 

Enterprise Implementation- Assist stakeholders in the scope of work and budget development for the move to an enterprise SAAS provider; develop an implementation and training plan and developed risk and mitigation plans, along with technical requirements specifications. 

Feasibility Analysis - Conducted analysis for investment in an enterprise SAAS platform, resulting in a recommendation to not move forward, providing cost savings for the organization. 

Business Case for strategic construction project -- Through stakeholder management and developing pro forma estimating costs and expenses with depreciation post-partnership, constructed a business case for the organization. 

Key Skills: 
Business Case Development
IT Implementation Process and Solution Design
Business  Process Analysis
Project  Charter 
Project Budget  Management 
Stakeholder Management 
Stakeholder Mapping and Leadership Plan
Risk Analysis and Planning
Risk Mitigation  and Contingency Plans

Trillium Family Services

Project Manager

Consultant and project manager of  SAAS EMR and Billing platform, working with executive sponsors and project leaders across the United States to implement software in small to large (multi-state) Physical Therapy practices. 

Strategy, new - process definition, re-engineering, improvement and gap analysis of current/to-be processes during workshops with key customer sponsors and stakeholder as part of sales to implementation process; and as an extended workflow-analysis phase. 

Deploying proven best practices driving customer post-implementation success .

Promoted from Account Manager to Project Manager 

Establish and expand key business-to-business relationships with established and newly implemented physical therapy business owners and C-level executives.

Manage a book of business exceeding $500,000 in monthly revenue.

Manage client accounts receivables, including comprehensive AR analysis and offering strategic solutions to reduce time in aging.

Work proactively and collaboratively with the client and internal partners to align company and client resources to ensure the maximization of revenue and payment recovery.

Provide financial data analysis and timely financial reporting.

Identity and route technical issues to IT team, while quickly identifying training opportunities for clinic staff, therapists, and owners.

Work closely with clinic owners to gain insights into business opportunities.

Develop account strategy that aligns with the clinic's business initiatives to further expand clinic profitability. 

Drive optimal satisfaction for the client.

Clinicient

Multiple account management for clients in need of the latest technology in their home and office. 

Meet and exceed established sales objectives utilizing strong interpersonal skills and personal drive for excellence. 

Develop and maintain good-working relationships with clients through thorough and clear communication channels. 

Organize and implement new industry standards within existing accounts and for new customers. 

Work closely with customer service and cdv order management to resolve client issues.

Coordinate multiple -agency participation to address all  client home networking  needs. 

Serve as point of contact for clients, acting with our team as the liaison between the client and Comcast Corporation.

Work with a team of five to seven people to maximize sales .

Comcast

Regional Account Executive

Account manager for over 100 business clients serving over a thousand employees.

Medical reimbursement specialist that processed claims for business clients over 300 per day on average, during peak months, more than a 1000 claims processed daily. 

Assistant HRA/125 plan sales team, coordinate data and products for potential clients.

Administer parking/transit reimbursement plans,  in accordance to IRS code.


Processing enrollee claims and management of enrollee accounts

Turnaround on claims and requests on a daily basis.

Auditing  and managing client daily/weekly/monthly reports for client and records. 

Use of Excel, Outlook, Access, Adobe Acrobat and Word daily for various activities.

Minimize paperwork through streamlining communication and report sharing by use of  electronic methods.

IRS/EBIA research knowledge.

Release of and posting client funds while coordinating with the accounting department.

Daily customer service via telephone and email. 

Data management, client outreach and multi-task. 

Develop meaningful relationships with enrollees as well as HR representatives in order to provide the exceptional service.

EBMS, INC

Consumer Reimbursement Specialist

Communicate with insurance companies including the Veterans Administration. 

File, submit, and manage electronic claims filing. 

Responsible for overall operations of the small sleep clinic.
Served the needs of the patients from scheduling to initial intake and discharge. 

Insurance verification, prior authorization and confirmation .
Assist clinic general manager  with payroll reporting and general HR duties.
 
Tracking and managing accounts payable and accounts receivable. 

Preparing HCFA 1500 with appropriate coding for each procedure or office visit.

Medical records management. 

Generating and tracking patient bills and/or accounts. 

Data management regarding patient return rate, physician referral rates and occupancy rates.

Sophia Cayson, MBA, PMP