Rosa Agosto, MEd, MA, CRC Chief Talent and Learning Officer March 2016

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1 Rosa Agosto, MEd, MA, CRC Chief Talent and Learning Officer March 2016

1. Organizational culture is key 2. Interview, hire and onboard with a retention lens 3. Cultivate engagement and promote loyalty 2

A network of federally qualified community health centers located in the Bronx and Queens, comprised of 9 clinical sites, 9 school based health centers, 3 other part time sites and 795 Associates 74,893 Patients 366,691 Visits 3

2009 2013 Nicholas E. Davies Award for Excellence from the Health Information Management Systems Society Named one of the top 10 community health centers in the country by Human Resources and Services Administration (HRSA) Awarded Level 3 recognition as a Physician Practice Connections Patient-Centered Medical Home (PPC_PCMH) from the National Committee for Quality Assurance (NCQA) Awarded NYC Business Innovation Challenge Grant for effecting income mobility for our associates and community Gold Award (Brandon Hall) for Excellence in OnBoarding (Talent) 2014 Judge - Diversity Index Award 2015 National Fund for Workforce Solutions: 2015 Frontline Health Care Worker Champions White House UpSkill Summit Employer Recognition Judge - Chief Learning Officer s Learning Elite Award Named one of the top 25 Hispanic not for profits in the nation by Hispanic Business Magazine for the past five years 4

Screenings of candidates by Chief Medical Officer Does not negotiate salary but rather the opportunities offered Candidates are selected for a group interview During interview, candidates get a glimpse of the culture, and collegiality at play 5

A fit is where there is congruence between the norms and values of the organization and those of the person Positive Outcomes of a Good Cultural Fit: Greater Job Satisfaction Identify More with Company More Likely to Remain with their Organization More Committed Superior Job Performance 6

1. Organizational Values 2. Standards of Behavior or Operating Principles 7

8 On boarding, also known as organizational socialization, refers to the mechanism through which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members and insiders.

Acclimation Smooth Transition Identification (and subsequent resolution) of issues High levels of satisfaction and engagement (going the extra mile) Emotional attachment to the people in the organization Maximizing resources Unwanted turnover 9

New associate orientation (including a Provider 101 Session) Follows the associate at key time frames during their first 6 months of employment: face to face meetings individuated by title, includes coaching conversations for clarification and teaching/development, and reinforcement; on-line surveys Culminating with Annual Orientation and annual survey Opportunities for socializing, recognition, team work, collaboration, learning & development Preceptor Program for providers 10

Day 30 - associate completes an on-line survey on key acclimating issues along with a face to face meeting with the CTLO Day 30 also includes an EMR refresher Day 75 - representatives from the benefit programs present to and enroll associates Day 120 - a different on-line survey is administered, and another conversation and assessment of their acclimation and learning takes place Day 180 Similar process to Day 120, same survey allowing for comparisons 11

Survey Results Strongly Agree/Agree Day 30 Day 120 Day 180 Annual Information Presented at NAO 96.2% N/A N/A N/A Mission of the organization 98% 96% 98% 98% Training I received from my department 92% N/A N/A N/A Allowed to make decisions to solve customer problems 79% 82% 88% 78% Org. encourages innovation 93% 93% 85% 87% I know how to measure the quality of my work 92% 93% 95% 96% Use this info to make changes towards improvement N/A N/A N/A 93% I am recognized for my work 86% 86% 83% 70% UHP is a good place to work 98% 94% 97.5% 96% 12

1 Newly hired providers enhance their orientation to UHP and transition into clinical practice by participating in an Advisorship Program (for physicians) and a Preceptorship Program (for nonphysician providers) 2 3 Program is led by director of best practices and medical education, who designs schedule for each participant based on professional degree and their field of practice, and manages all evaluations Preceptor or Advisor: review all cases with the new provider while patient is in the exam room or at the end of the session, and discuss management of commonly seen conditions, and laboratory data as needed. 13

Adjustment to a new practice environment is challenging Many of those joining our workforce are new providers fresh out of training programs On the other hand, many of the seasoned clinicians that join our work force are not familiar with our EHR or EHR in general Expedites acclimation to the organization, to the clinical practice, and to policies and procedures Recruiting, hiring, and credentialing a provider is a large investment Precepting as the last step in on-boarding, assures you have covered all bases Engages and retains the new provider and the tenured provider 14

75% felt they were better clinicians as a result 50% felt more comfortable with EHR 75% felt more comfortable with lab reviews 75% felt more comfortable in their prescribing practices 100% feel more confident in your clinical work-up and choice of labs/diagnostics 100% felt more confident in their knowledge and ordering of vaccines for their patients 15

I think the whole experience has been very helpful because it provides a good time interval for adaptation to learn a new work culture and practice routines, and minimizes frustration and hopelessness in a very nurturing environment. Preceptees Preceptors I enjoy teaching aspects. I think it is very helpful to work with different staff in different locations to see how the work flow can change and also how people manage their days, flow, and education/patient needs. It provides an opportunity to impart knowledge to the incoming providers about operations of the company as well as to create a more systematic approach to patient care that ensures quality of care and emphasizes the importance of preventative medicine. 16

Strategy 5: Engagement and Cultivation 17

CMEs Tuition Assistance Career Development Teaching Medical/PA/NP Students Higher Education Affiliations Faculty Status Organizational Participation Preceptors Mentoring Committee Work Stretch Assignments Opportunities for Advancement Community Service Community Based Research Professional Support via: UHP Certified Health Interpreters Health Educators Care Coordination Social Workers Crisis Intervention Staff Case Managers Nutritionists Chronic Disease Self Management Quality/Performance Improvement Wellness at Work Program 18

Satisfaction Engagement Retention 19

Associate Survey Scores vs. National Benchmark Scores UHP* National* NAO 81.7 72.4 Career Advancement Opportunities 80.0 71.0 Process Organization 77.7 69.2 Would Recommend UHP to Work 87.0 78.9 Mission Important to me 93.8 86.2 OVERALL SATISFACTION 84.9 78.2 Benefits Competitiveness 84.0 77.3 Learning & Growing Opportunities 83.2 76.6 Recommend UHP for Healthcare 86.6 80.8 Reward & Recognition for Performance 73.4 68.2 Source: Crossroads Group UHP Associate Satisfaction Survey Source: The Crossroads Group Employee Satisfaction Survey Benchmarks 20

UHP Associate Survey Scores vs. National Benchmark Scores UHP* National* Equipment & Resource Availability 84.1 78.1 Performance=Job Security 86.3 80.5 Daily Workload 81.0 75.5 Daily Work Activities 86.2 81.5 Dept on Pace with Actiivities Supportive of PCMH 84.1 79.5 UHP to be Recognized as PCMH 87.4 78.9 Proud to be Associate of UHP 90.4 83.9 Crossroads Group UHP Associate Satisfaction Survey Source: The Crossroads Group Employee Satisfaction Survey 21

All Industries* Health Care Employees Urban Health Plan Nationally* 16.4% 19.2% 11% *Compdata Survey national survey, BenchmarkPro, surveying 28,000 organizations **Compdata Survey Compensation Data Healthcare, surveying 10,500 facilities 2015 22

Higher tenure than organizations in our own industry Costs of replacements are kept low (from 30% to 150% of person s remuneration package*) Productivity and quality is high since skilled workers are not leaving Enables expansion and growth because you have experienced teams Focus on Patient and Patient Centered Care Outcomes (staff turnover has been associated with worse patient outcomes** *American Management Association ** Williams ACdeC, Potts HWW (2010). Group membership and staff turnover affect outcomes in group CBT for persistent pain. Pain, 148(3), 481-6 23

Second Office Hour: Clinical Leadership Engagement in Provider Retention March 30, 2016 Darlene Nicgorski Human Resource Consultant in Health Care 24

Align Your Program Preventable turnover is caused by BAD HIRE or BAD TREATMENT This is how recruitment and retention are tied together 25

Turnover Costs http://www.nachc.com/client/calculating%20the%20 Cost%20of%20Turnover%20in%20Your%20Health%2 0Center%20A%20Guide.pdf 26

Engagement & Exit Tools www.nachcpulse.com By popular demand, NACHC and Insightlink Communications have bundled two of NACHC s webbased survey products into one comprehensive package. ExitPulse and StaffPulse have been designed specifically to meet health centers needs. Although these products may be purchased separately, the bundled package offers additional savings and is available at a reasonable annual subscription fee with a preferred price to NACHC organizational members. StaffPulse is a web-based staff satisfaction tool. One of the distinct advantages of StaffPulse is the ability for health centers and state and regional primary care associations to compare their results against national and regional benchmarks. This database serves as an important resource to promote America's Health Centers as a preferred place of employment. ExitPulse is an online exit survey system designed specifically to survey departing health center employees. Health centers can learn valuable information about the reasons employees leave and their attitudes toward the health center. Real-time individual health center data can be compared to the national database of aggregate results from all participating health centers nationwide. This is information health centers can then use to design effective retention strategies. Listen to and view the free Web Conference, Building a Stronger Primary Care Workforce by Addressing Staff Turnover and Improving Staff Satisfaction in the NACHC Live LEARNING Center at www.nachc.com - http://www.softconference.com/nachc/slist.asp?c=2761 to learn more. For additional information about ExitPulse and/or StaffPulse, please contact Katja Laepke at klaepke@nachc.com. 27

Job Satisfaction at CHC s: Most Satisfying Aspects Fulfilling their health center s major purpose of providing health care to those who might otherwise not receive it Working with their colleagues and co-workers Enjoyment of, and dedication to, the work that they do 28

Job Satisfaction at CHC s: Least Satisfying Lack of effective communications throughout the health center Issues with politics and perceived favoritism Feeling that their work is not appreciated/recognized 29

Recommendations: Retention of Clinical Staff 1. The attention paid to providing staff satisfaction 2. The degree to which work is respected 3. How well job responsibilities are defined 4. How well the health center fulfills its mission 30

Recommendations: Retention of Clinical Staff (Cont d) 5. Satisfaction with the Senior Leadership 6. Satisfaction with Communication 7. Perceived momentum of the health center 8. The degree to which abilities and skills are used 9. The opportunity to do their best every day 10. Satisfaction with immediate supervisors 31

What Keeps Providers Engaged Mission Communication Winning Organization Flexibility Equity in treatment and pay 32

What Keeps Providers Engaged (Cont d) Competent staff Collegial co-workers Education Opportunities Benefit Package Location 33

Resources NHSC website http://www.nhsc.hrsa.gov NACHC Recruitment & Retention http://www.nachc.com/clinicalworkforcerecruitre tain.cfm ACU Star 2 Center http://www.chcworkforce.org/ 34

My Contact Information Darlene Nicgorski, Retired VP of HR E-Mail: Darlene.n2@gmail.com Phone: 919-357-0504 Consultant with specialties in: Credentialing and Privileging Recruitment and Retention of Clinical Staff Successful Management Strategies for Community Health Centers 35

STAR² Center Solutions, Training, and Assistance for Recruitment and Retention www.chcworkforce.org 36

Current Resources Self Assessment Tool Key Informant Interviews Resource Center Best Practice Form Newsletter Data Profiles! 37

2016 Training Monthly Webinar Series Video Tutorials State & Regional Trainings Advisory Groups Hot Topics Data Profiles PCA Conferences PCAs, CHCs, Clinicians 38

Personalized Technical Assistance Phone Email On-Site 39

Allison Abayasekara 703-562-8820 aabayasekara@clinicians.org STAR² Center 844-ACU-HIRE info@chcworkforce.org 40