Miranda Clark
Southern Indiana
Summary
A highly driven leader with more than 19 years of experience providing executive level management and operational leadership in adherence to company care and compliance standards. Proven success in financial monitoring and managing and coordinating care across multiple facilities. Highly skilled in professional training of staff to ensure efficient and effective service delivery.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Prudential Advisors, LPL Financial
Bedford
09.2024 - Current
- Financial Planner.
- Insurance Needs.
- Business Succession Planning.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
President
Maximum Senior Solutions
Bedford
11.2023 - Current
- Senior Home Placement: Skilled Nursing, Assisted Living, Independent Living Centers.
- Education on Financial Planning & Types of Financial Assistance
- How to get paid to care for loved ones at home
- How to use MCR, MCD, VA, LTC, Benefits & Financial Investments to pay for Senior Care
- Home Health & Hospice Programs / Placement
- Alzheimer education / Programs / Placement
- Long-Term Care & End of Life Planning
- Education on Elder Fraud
- Legal documents every Senior should have
- Understand facility contracts
Financial Advisor
Edward Jones
Paoli
03.2022 - 11.2023
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers, and other professionals
- Track record of successful financial guidance
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation, and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Key Contributions:
- Created SOPs
- Created Asset Tracking Tool
- Created Prospect Tool
- Exceeding Expectations in New Assets
- Created Business & Marketing Plan
Corporate Senior Director of Clinical Reimbursement and Compliance
Golden Living Centers
Indianapolis
12.2018 - 08.2020
- Overseeing healthcare operations for reimbursement strategies, training, and development to ensure efficient, high-quality care and following healthcare regulations across the company’s multiple facilities
- Crafted, assess, and implement program strategies to maximize value and impact
- Analyze reporting data to improve methods and processes
- Administer ongoing meetings and professional development to enhance staff proficiency and adherence to company and industry standards
- Generate tools to improve Case-Mix for Medicare and Medicaid tracking, EOT tracking, audit compliance, and revenue management, leading to 100% Myers and Stauffer’s compliance
- Key Contributions:
- Report directly to CEO, Supervise 36 MDS Coordinators across 23 facilities
- Increased Company revenue to nearly $10M within one Fiscal year
- Presented & Developed Company Reimbursement and Compliance Strategic Plan
- In collaboration with cross-functional teams, identify and develop strategies and tactics to enhance the value and outcomes of programs
- Developed Company Wide: Weekly Triple Check (MCR Review) Meeting to ensure accuracy and Compliance with MCR Guidelines
- Developed Medicaid Case Mix and Medicare Reimbursement Tools to assist with improving revenue within each Facility
- Chaired Company-Wide Weekly CMI (Case Mix) & Quality Measure Calls
- Created and Presented Company-wide Medicaid and Medicare Programs Management Training for Interdisciplinary Teams
- Ensuring in compliance with State and Federal regulations
- Developed PDPM Training Materials and Tools for Company-Wide Training
- Completed Company-Wide CERT and NOMNC Training
- Started and Completed PHQ 9 (Depression) Training
- Created New Policies and Procedures for the company
- Created End of Therapy Tracking (EOT) Tools to allow the company to review where we are with and without EOTs in Case-Mix
- Created New Audit practices for Myers and Stauffer’s Review’s – several Facilities audits received 100% during Audits
- Created New Compliance Audit reviews and Tools – completed audits and provided education
- Created New Care Plan Audit Tools to assist with accuracy and ROP Phase 3 Resident Centered Care Planning
- Created and provided Company Wide ADL Training
- Created New MDS Orientation Onboarding
- Familiar with PEPPER Reports, Casper Reports, Case Mix Reports, Quality Measure Reports, Quality Reporting, ICD 10, MDS 3.0, RUGs IV, PDPM
- KPIs and P&L’s
- ICD 10 coding /On PDPM Committee
- Hold Weekly Calls with MDS Coordinators- providing weekly education as well as having guest speakers to provide specialty trainings
- Developed MDS Orientation Training
- Present areas of interest as a guest speaker for Quarterly Compliance Committee calls
- Attend and present during Corporate QAPI Meetings regarding Case Mix and Quality Measures
- Present Plan of Correction for areas of interest
- Developed OIG Audit Tools & Assisted with reviews and preparing documents with the legal team for OIG Audits
Corporate Director of Reimbursement
Exceptional Living Centers
Lexington
08.2018 - 12.2018
- Provided direction and support with nursing facility operations to optimize patient care and service delivery to multiple state Facilities
- Directed all aspects of regulatory compliance including quality assurance, financial planning, safety risk management, and adherence to Medicare and Medicaid guidelines
- Established new systems to record and analyze data
- Produced PEPPER, CASPER, CMI, and ancillary reports and communicated results to management and team
- ICD 10 coding
- Administered MDS audits and recommended improvements and action plans
- Key Contributions:
- Implemented training and educational instruction with staff at 19 facilities across five states
- Improved facilities’ tracking and reporting knowledge and processes, leading to 100% audit pass rate
Corporate Compliance Director
American Senior Communities
Indianapolis
06.2017 - 05.2018
- Assessed and upgraded operating strategies to maintain adherence to financial and quality standards
- Coordinated compliance program to ensure effective and ethical financial management, patient care, and company growth
- Developed audit protocol and record management systems to improve assessment of policies and procedures
- Collaborated with quality assurance staff on reports and investigations
- Continued to assist and develop strategies for IRO Audits
- Key Contribution:
- Attained up to 100% passing rate on company audits
- Chaired the Corporate Audit Committee
Corporate Reimbursement Specialist
American Senior Communities
Indianapolis
05.2015 - 06.2017
- Ask for details
MDS Coordinator
American Senior Communities
Indianapolis
12.2010 - 03.2015
- Ask for details
Education
Bachelors - Clinical Operations and Healthcare Management
George Washington University School of Medicine
Washington, DC01-2022
Nursing - Nursing
Vincennes University
Vincennes, IN01.2006
Skills
- Strategic Planning & Development
- Lead generation
- Regulatory compliance
- Market analysis
- Client relationship management
- Investment strategies
- Financial planning
- Effective communication
- Consulting
- Operations Oversight
- Quality Assurance and Reg Compliance
- Financial Analysis and Risk Management
- Root Cause Analysis
- Key Performance Indicators
- Policy Development
- Internal Audits
- Reimbursement Strategies
- Continuous Improvement /Staff Training Supervision
- Medicare and Medicaid Reimbursement
- Managed Care Strategies
- Leadership Skill
- EMR and Excel Tool development
- Provide Leadership Assistance to Facility Managers
- Quality Improvement
- Small Business Accounting & Payroll
Websites
Professional Associations
- American Association of Nurse Assessment Coordination, 2019
- American College Health Association, 2019
- Indiana Health Care Association, 2019
- IHCA Payer Committee & IHCA Reimbursement Committee, 2019
Memberships Certifications
- Nurse License
- ACHA ICD 10 Certification
- AANAC Member
- RAC CT Certification
- Compliance Cert (in progress)
- National Honor Society Leadership and Success member
- FINRA Series 7
- FINRA Series 66
- Indiana Life and Health
Timeline
Financial Advisor
Prudential Advisors, LPL Financial
09.2024 - Current
President
Maximum Senior Solutions
11.2023 - Current
Financial Advisor
Edward Jones
03.2022 - 11.2023
Corporate Senior Director of Clinical Reimbursement and Compliance
Golden Living Centers
12.2018 - 08.2020
Corporate Director of Reimbursement
Exceptional Living Centers
08.2018 - 12.2018
Corporate Compliance Director
American Senior Communities
06.2017 - 05.2018
Corporate Reimbursement Specialist
American Senior Communities
05.2015 - 06.2017
MDS Coordinator
American Senior Communities
12.2010 - 03.2015
Bachelors - Clinical Operations and Healthcare Management
George Washington University School of Medicine
Nursing - Nursing
Vincennes University
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