Lisa Callahan Ross
Summary
Results-driven case management professional with a proven track record in effective client advocacy and support. Expertise in conducting comprehensive assessments and developing tailored care plans to address diverse client needs. Exceptional collaboration with multidisciplinary teams and adaptability to dynamic situations achieve optimal client outcomes. Highly motivated with strong organizational and prioritization skills, ensuring efficient management of caseloads and resources.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Intake Specialist
Area Agency on Aging of Pasco-Pinellas, Inc.
Saint Petersburg, FL, USA
01.2024 - Current
- Conduct comprehensive assessments of client utilizing 701S and 701B. Input client screenings into e CIRTS (Client Information and Registration and Tracking System).
- Accept referrals of clients over the age of 60, triage clients and schedule appropriately for Initial, Significant change and annual screenings.
- Release clients to the Lead Agency for Community Care for the Elderly (CCE), Home Care for the Elderly (HCE), and Alzheimer's Disease Initiative (ADI) programs when funding is available.
- Receive and accept referrals from Adult Protective Service for medium and low risk referrals.
- Determine the individual's needs using the standardized screening for potential eligibility for programs including Medicaid-related services in an efficient, timely and friendly manner.
- Contact individuals on the Assessed Priority Consumer List (APCL) as required to update information and do annual re-screening within the Department of Elder Affairs (DOEA) mandated time frame.
- Explain Medicaid eligibility criteria to prospective applicants.
- Post information in the program/enrollment screen of e CIRTS related to APCL as needed.
- Provide clients necessary forms required, including HIPAA and Social Security notice, as well as post screening letters.
- Provide the Medical Certification form (3008) to clients on the wait list for Statewide Medicaid Managed Care Long-term Care Program (SMMCLTCP) and who meet the criteria defined by DOEA at the time of screening or re-screening.
- Provide screenings and re-screenings at the client's home as required.
- Receive Aging Out referrals from the Department of Children and Families (DCF) and process them for enrollment in DOEA funded programs.
- Meet productivity standards as required to achieve budget and address workload. Generate units of intake for billing
Care Coordinator - Enhanced Home Care for the Elderly Program
The Senior Connection Center
Tampa, FL, USA
03.2023 - 01.2024
- Company Overview: Leeds-Tampa, FL- worked as a contractor
- Identified and accepted referrals for the EHCE Program;
- Screened individuals for program eligibility using 701B assessment
- Provided client assessment and other related information for use in determining appropriate courses of action relative to client needs and situations;
- Coordinated with social service agencies and other related service partners to assist with unmet needs;
- Provided efficient, timely, and consumer friendly services in order to coordinate needed assistance;
- Analyzed a comprehensive body of social, economic, legal, environmental, occupational, physical and mental health information derived from client assessment in order to assess client needs related to improving home accessibility and safety;
- Developed a course of action to satisfy client needs with the overall goal of improving home accessibility and safety;
- Provided follow up, reassessment, and service modification that resulted in enhanced client (and caregiver) self-sufficiency;
- Compiled data for use in billing, reporting, and evaluating program performance using manual methods and personal computer applications;
- Performed case-by-case quality control functions, monitoring case actions, reviewing expenditures, reviewing documentation to ensure accuracy and procedural compliances, and reviewing questionable claims to authorize or deny payments;
- Assisted with quality improvement activities, including on-going case record reviews, data collection and analysis for performance outcomes and satisfaction surveys, and monitoring preparation;
- Documented client contacts, resources used, performance of service providers, and satisfaction of client needs to ensure adherence with contractual requirements;
- Imputed client assessments and billing data, as necessary, into e CIRTS (Enterprise Client Information and Registration Tracking System);
- Assisted client and family with gathering all needed information to ensure service delivery receipt;
- Traveled and performed assessments in the client's home; Performed other related duties as required
Manager
ABM Industries Inc.
Winter Haven, FL, USA
09.2021 - 02.2023
- Direct supervision of ABM Patient Sitters at Winter Haven Hospital.
- Managed staff schedules, optimizing workforce allocation for productivity.
- Oversaw daily operations to ensure compliance with safety and quality standards.
- On boarding of staff. Orientation and training.
- Developed and maintained relationships with customers and suppliers through account development.
- Processed and submitted payroll
Program Coordinator
Limitless Possibilities LLC
Kaukauna, WI, USA
05.2019 - 08.2021
- Staff supervision, management, training, and development.
- Developed and maintained program schedules to optimize resource allocation and engagement.
- On Call - for all homes and staff in area. Documentation of all calls as well as resolution of all issues.
- Provided direct support services to members using person centered approaches and strategies that support members to be fully engaged and include in each aspect of his or her daily life, have maximum choice and control, and gain independence.
- Facilitated services roles related to individual service plan.
- Promotes the health and wellness of all clients.
- Documented all aspects of daily goals and behaviors.
- Promoted client empowerment: enhance the ability of the individual to lead a self determination life.
- Knowledgeable about formal and informal assessment practices used to respond to the needs, desires, and interest of the individuals.
- Advocated: and was knowledgeable about the diverse challenges facing individuals (i.e. human rights/client rights).
- Knowledgeable about the formal and informal supports available in clients community and skilled in assisting the individual to identify and gain access to such supports.
- Built and Maintained Friendships and Relationships that support the participant in the development of friendships and other relationships in the community.
- Knowledgeable about the range of effective communication strategies and skills necessary to establish a collaborative relationship with individuals.
- Knowledgeable about the career and education related concerns of individuals as well as resources in the community.
- Coordinated program logistics to ensure seamless execution of community initiatives.
Program Director
Associates Home Care
Bensalem, PA, USA
07.2014 - 04.2019
- Evaluated the work of staff to ensure that programs are of appropriate quality and that resources are used effectively.
- Provided direct service and support to individuals or clients, such as handling a referral, conducting a needs evaluation, signing up new clients, attending meetings for yearly care planning or resolving complaints.
- PA Investigator suspected abuse/neglect Certificate - assist with investigating complaints.
- Established and maintain relationships with other agencies and organizations in community to meet community needs and to ensure that services are not duplicated.
- Directed activities of professional and technical staff members.
- Prepared and maintained records and reports, such as budgets, personnel records, or training manuals, compliance, quality management. Met with Area Agency on Agings for annual reviews.
- Led program development initiatives to enhance client care services and operational efficiency.
- Implemented and evaluated staff training programs.
- Spoke to community groups to explain and interpret agency purposes, programs, and policies.
- Ace
- Acted as consultant to agency staff and other community programs regarding the interpretation of program-related federal, state, and county regulations and policies.
- Represented organizations in relations with governmental and media institutions.
- Participated in the determination of organizational policies regarding such issues as participant eligibility, program requirements, and program benefits.
- Directed and conducted recruitment, hiring and training of personnel.
- Advocated for clients or patients to resolve crises.
- Supervised and directed other workers providing services to clients or patients.
- Monitored, evaluated, and recorded client progress according to measurable goals described in treatment and care plan.
Scheduling Coordinator/ Supervisor On Call
Arcadia Home care and staffing
Southampton, PA, USA
01.2012 - 06.2014
- Coordinated staff schedules to optimize coverage and meet client needs efficiently.
- Met with Clients and Families in home to access needs.
- Determined staffing requirements, and interviewed, hired and trained new employees.
- Staffing, Scheduling and Supervision of C.N.A, HHA, LPN and RNs in homes and facilities.
- Created, maintained, and entered information into databases.
- Set up and managed paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Implemented corporate or departmental policies, procedures, and service standards in conjunction with management.
- Designed, implemented, or evaluated staff training and development programs, customer service initiatives, or performance measurement criteria.
Home Health Scheduling Coordinator
Southeastern Home Health
Bristol, PA, USA
01.2005 - 01.2012
- Scheduled for 3 offices and over 60 H.H.A / C.N.A On Call weekend Supervisor / On Call for 5 offices C.N.A /CHNA - utilized for fill ins when necessary.
- Performed payroll functions, such as maintaining time keeping information and processing and submitting payroll.
- Managed communication between healthcare staff and clients, ensuring timely updates and service delivery.
- Created, maintained, and entered information into databases.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Coordinated scheduling for patient visits to maximize efficiency and resource allocation.
- Maintain scheduling and event calendars- general office admin duties
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Order and dispense supplies.
Certified Nurse's Aide / CHPNA
Vitas Health care Corp - Hospice
Fort Washington, PA, USA
01.2004 - 01.2006
- Provided compassionate care to patients in hospice settings, ensuring comfort and dignity during end-of-life transitions. Direct care of terminal patients in their homes and facilities. Demonstrating ADL and IADL care
- Collaborated with interdisciplinary teams to develop and implement personalized patient care plans.
- Recorded and maintained patient information, such as vital signs, eating habits, behavior, progress notes, treatments, or discharge plans.
C.N.A Scheduling Coordinator / Supervisor
Caring Hospice Services
Fort Washington, PA, USA
01.2001 - 01.2004
- Scheduling of 25-30 HHA/C.N.A Ordering of soft goods; Human resources In servicing, payroll, interviewing, hiring, terminations Direct Care of patients in their homes / facilities C.N.A.
- Assisted healthcare team in developing individualized care plans for optimal patient support.
- Provided compassionate care to patients, ensuring comfort and dignity during end-of-life transitions.
Unit Secretary/CNA/ Psych Tech
Horizon Behavioral Health
Langhorne, PA, USA
01.1999 - 01.2001
- Direct care of patients on locked psych unit.
- Managed medical records and documentation, ensuring compliance with privacy regulations.
C.N.A, Office Support
Recovery Home Health
Yardley, PA, USA
01.1993 - 01.1998
- Filing, phones, data entry Customer Relations & Scheduling.
- Worked effectively in fast-paced environments.
Office Manager
J& L Electric
Levittown, PA, USA
01.1992 - 01.1994
- Managed office operations, ensuring efficient workflow and adherence to company policies.
- Coordinated schedules and meetings for senior management, optimizing time management and resource allocation.
Health & Safety Coordinator, Acting Asst Director
Kinder Care Learning Centers
Lawrenceville, NJ, USA
01.1987 - 01.1988
- Conducted regular safety audits and inspections, identifying areas for improvement and corrective actions.
- Developed and implemented health and safety programs to ensure compliance with regulatory standards.
- Led emergency response drills, ensuring preparedness and compliance with organizational policies.
- Acted as Assistant to Director - assisted in classroom prep and compliance, teaching.
Education
SPJC/ - Nursing / Social Work
Bucks County Community College
Newtown, PAHigh School Diploma -
Boca Ciega High School
Gulfport, FL06.1987
Skills
- Intake assessment - Client intake - Family interviews
- Client needs assessments and community advocacy
- Case management -Program management -
- Crisis intervention - Active listening - Problem-solving
- Behavioral / Crisis intervention - De escalation tactics
- Workflow / time management - Attention to detail -
- Marketing / Sales - Data Collection - Customer service
- Program , Business and Training Development
- Dementia Care- Home Care- Hospice - CPR
- Developmental Disabilities Experience - Psych experience
- Microsoft Office -Microsoft PowerPoint- Excel- Word - outlook
Certification
- Certified Home Health Aide
- CNA
- CPR Certification
- BLS Certification
Additional Information
I am an experienced health care professional with working knowledge of home health, group homes and personal care facilities working with both pediatric, seniors and intellectually disabled. I have a strong customer relations, leadership and marketing skills.
Timeline
Intake Specialist
Area Agency on Aging of Pasco-Pinellas, Inc.
01.2024 - Current
Care Coordinator - Enhanced Home Care for the Elderly Program
The Senior Connection Center
03.2023 - 01.2024
Manager
ABM Industries Inc.
09.2021 - 02.2023
Program Coordinator
Limitless Possibilities LLC
05.2019 - 08.2021
Program Director
Associates Home Care
07.2014 - 04.2019
Scheduling Coordinator/ Supervisor On Call
Arcadia Home care and staffing
01.2012 - 06.2014
Home Health Scheduling Coordinator
Southeastern Home Health
01.2005 - 01.2012
Certified Nurse's Aide / CHPNA
Vitas Health care Corp - Hospice
01.2004 - 01.2006
C.N.A Scheduling Coordinator / Supervisor
Caring Hospice Services
01.2001 - 01.2004
Unit Secretary/CNA/ Psych Tech
Horizon Behavioral Health
01.1999 - 01.2001
C.N.A, Office Support
Recovery Home Health
01.1993 - 01.1998
Office Manager
J& L Electric
01.1992 - 01.1994
Health & Safety Coordinator, Acting Asst Director
Kinder Care Learning Centers
01.1987 - 01.1988
SPJC/ - Nursing / Social Work
Bucks County Community College
High School Diploma -
Boca Ciega High School