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voice leadership innovation impact




front cover: Sarah Taylor & Vicki Dougherty, Vidant Home Health & Hospice, enjoying Tuesday’s keynote from Meg Maly at 2016 Annual Conference in Charlotte.

2016 The Carolinas Center Annual Report Table of Contents Message from Board Chair and CEO.................................................................... 3 TCC Board of Directors and Staff.......................................................................... 4 Mission & Vision ................................................................................................... 5 Delivering Member Value & Benefits Advocacy — Legislative, Regulatory & More.......................................... 6-7 Technical Assistance.................................................................................... 8 Education..................................................................................................... 8 Peer Learning & Leadership Opportunities................................................. 8 Information & Resources.............................................................................. 9 Interactive Members Only Website............................................................. 9 Collaborations............................................................................................. 9 Other Services............................................................................................. 9 Partnerships & Collaborations....................................................................... 10-11 The Duke Endowment Grant Project................................................................... 12 2016 Financials.................................................................................................... 13 40th Anniversary Year.................................................................................... 14-15 Award & Scholarship Recipients.......................................................................... 16 Share in Our Mission............................................................................. Back Cover


Message From TCC staff are always looking out for hospice organizations regarding regulatory matters - including emerging issues that aren’t yet proposed as legislation. Their advocacy efforts range from formal meetings and position statements to one-on-one discussions with key players. I take comfort in knowing that TCC is engaging at the State and National levels to preserve and enhance hospice services for those in need. Linda Darden President & CEO Hospice & Palliative CareCenter Winston-Salem, NC

Our Board Chair & President/CEO In 2016 The Carolinas Center embraced head on the ever-changing healthcare realities that impact hospice and palliative care. On behalf of our provider members, TCC staff and board worked with focused intention, investing our 40-year track record in the industry, expert human resources, and a forward leaning agenda toward good outcomes for those who work and live in the Carolinas. We were very excited to receive a $1.1 million grant from The Duke Endowment to fund an innovative online platform for individuals to own their own health. The tool emphasizes capturing individual health information, including advance care plans, and sharing that information with those who might be called on to care for you. Working with multiple NC and SC partners, the project will create a service that encourages real-time health information updates controlled by the individual. The platform will be free to use. We led TCC beyond collaboration into strategic partnerships with members, with complementary state associations, and with thought leaders at state and national levels. We welcomed The NC Pediatric Palliative Care Coalition into residence at The Carolinas Center. At state legislatures, and in directed initiatives, we advocated for issues that matter to you and those you care for. We led the charge for SC H.3132, “The Quality Hospice Programs Act”. We kept our finger on the pulse of fast-beating issues such as prescription of controlled substances; CON repeal in NC; and SC licensing standards. We showed up, spoke at hearings, wrote comments, met with legislators, and made your voices heard in our capital cities and at tables across the Carolinas and in Washington, DC. Internally, we responded to your expressed need for easy-access resources that add to the value of your work. The Members Only website now provides an extra layer of help at your fingertip, giving members 24/7 access to online data, a library of tools and operation-ready resources, and searchable information in support of your work. Member Interest Groups (MIGs) were revamped, and more people than ever are plugged in to these discipline-specific forums. News of Note was launched and delivers a quick-and-easy digest of relevant news from the healthcare industry to your Inbox several times weekly. We celebrated 40 years as the recognized leader for hospice and palliative care providers in the Carolinas. Relevant education and technical assistance continued at an expected excellent level. All of these things, and others, are covered in more detail in the following pages of the 2016 Annual Report. And as we look to the future with great confidence, we will continue to lead with the same dedicated fervor and the same invitation to you to get involved in your association! On behalf of the board and staff, thank you for your commitment to The Carolinas Center and for allowing us to be your voice in North and South Carolina and beyond. Veronica McMahon Carol Meyer Board Chair President/CEO The Ca ro lina s Center A nnua l R eport 2016  —  3 

The Carolinas Center The Carolinas Center Board of Directors For some reason, I’m no longer getting News of Note. Did it stop? I loved it. Can you tell me how to get back on if it’s available? Ann Ritter, MA, ThM, BCC Chaplain & Grief Counselor UNC Hospice, Chapel Hill, NC

I was dreading being inside all day on a gorgeous day, but am so glad I came to this Volunteer Managers Meeting. Tim Bishop Volunteer Manager Agapé Hospice Greenville, SC

Veronica McMahon, Board Chair SC Hospice Provider Representative Agapé Hospice

Richard Foster, MD SC At-Large Director South Carolina Hospital Association

Scottie Gaskins, Vice Chair NC ​At-Large Director Vidant Home Health & Hospice

Mark A. Fox, MD, FACP, FAAHPM SC At-Large Director Gentiva Hospice, Mid-Atlantic Region

James “Tab” Haigler, Treasurer NC Hospice Provider Representative Hospice & Palliative Care of Greensboro

Debbie Hare, LMSW SC Hospice Provider Representative Grove Park Pharmacy Hospice Care

Sylvia Singleton, RN, Secretary SC Hospice At-Large Director Caris Healthcare

R. Scott Lake, MD SC At-Large Director Roper St. Francis Healthcare

Peter Barcus, MHA NC Hospice Provider Representative Hospice & Palliative Care Center of Alamance-Caswell

Catherine Harvey Sevier, DrPH NC At-Large Director The Generations Study Group

John E. Barkley, MD, FCCP NC At-Large Director Carolinas HealthCare System Joyce Conway, RN, BSN, CHPN, CHPCA NC Hospice Provider Representative Hospice & Palliative Care of Cabarrus County Nancy Corley, RN, CHPCA SC Hospice Provider Representative HospiceCare of the Piedmont Jean Eckert SC Hospice Provider Representative Hospice of Rutherford

John Smith, MD NC At-Large Director Blue Cross Blue Shield of North Carolina Garrett Snipes, MD SC Hospice Provider Representative Spartanburg Regional Healthcare System Denise Watson, MSN, MBA NC Hospice Provider Representative Mountain Valley Hospice & Palliative Care Cathy Swanson, MPH Ex Officio Past Chair Caldwell Hospice & Palliative Care

The Carolinas Center Staff top:

Scottie Gaskins, Vidant Home Health & Hospice, & Pam Melbourne, Hospice of the Upstate, at the board dinner on the eve of the Annual Conference.

Yesha Bell, CEM Education & Events Coordinator

Carol Meyer President/CEO

Marisette Hasan, RN, BSN Vice President, SC Operations

Marsha Van Hecke Manager of Communication & Marketing


Board members Sylvia Singleton, Caris Healthcare, and Denise Watson, Mountain Valley Hospice & Palliative Care, share food and swap stories with Dr. Ira Byock.

4  —  The Carolinas Center 2016 Annual Report

Our Inspiration & Motivation Mission Promoting excellence in care of people living with advanced illness through high quality palliative, hospice and end of life care.

Vision To ensure that all people with advanced illness will have access to high quality palliative, hospice, and end of life care.

I sincerely appreciate your responsiveness. It’s great having such a good resource to draw on! Kelly Sigmon Director of Communications Catawba Regional Hospice Newton, NC


A hospice family takes advantage of quality time at a South Carolina Hospice House.

bottom left:

Hospice 101 attracts full room of professionals at Hospice of the Upstate in Anderson; center: SC Team of Hospice & Palliative Care professionals visit with Congressional staff during during Annual Hill Day in Washington, DC; right: Shannon Pointer, Hospice & Palliative Care Center of AlamanceCaswell, greets an old friend at the 40th Annual Conference.

Voice • Leadership • Innovation • Impact —  5 

Delivering Value To Members Just want to say thank you for the Billing MIG! Without their help, I would still be stuck and sitting on top of thousands of dollars of revenue! I reached out to the group and with info from two members, I was able to navigate through the Insurance portal and get my GIP claim to submit without an error message. Lori W. McDermott, MOA Billing Coordinator Hospice & Community Care Rock Hill, SC

The Carolinas Center is the recognized leader for hospice and palliative care providers in the Carolinas, and exclusively dedicates its resources to more excellent and accessible advanced illness management. Since 1977, TCC has provided support to hospice and palliative care programs through relevant and applicable education, tools and resources, technical assistance, and legislative advocacy— making providers more relevant as a result. In 2016, The Carolinas Center contributed its voice for healthcare innovation, impacting policy, best practices and a sustainable future for all hospice and palliative care providers.

Advocacy — Legislative, Regulatory & More Advocacy takes place when one or more of us speaks up for hospice and palliative care services, and for the individuals and families you care for! In every meeting, on every phone call, and with every written exchange, The Carolinas Center is out front as the leading voice for hospice and palliative care in the Carolinas. With a 40-year history of hard work and positive impact, we are singularly committed to representing your interests with contract lobbyists and resident staff in Raleigh and Columbia. In 2016, The Carolinas Center was proactively involved in the following:


Terry Floyd, Hospice Cleveland County, presents on We Honor Veterans Program at TCC Marketing Symposium.

The summary you guys created explaining the final rule was so clear and wellwritten. We wondered if we could distribute that summary internally without having to reinvent the wheel. Melissa Phipps Novant Health Winston-Salem, NC

• Submitted comments to the National Quality Forum’s Measure Applications Partnership on proposed quality measures – Hospice visits in the last week of life, a composite score for the Hospice Item Set measures, timeliness of referrals to hospice by oncology physicians and advance care planning for patients age 65 and over. • Submitted comments to CMS in response to the publication of “Medicare Spending Per Beneficiary – Post-Acute Care (MSPB-PAC) Resource Use Measures,” a set of resource utilization measures for post-acute care (PAC) providers. TCC requested that CMS exclude hospice from the calculation. • Submitted comments to CMS on the proposed FY 2017 Hospice Wage Index and Payment Rate Update and Hospice Quality Reporting Requirements proposed rule. • Submitted comments to CMS on the proposed CY2017 Physician Quality Reporting rule on behalf of our palliative care provider members. • Submitted comments to the National Quality on the draft technical report for measures under review for the Palliative and End-of-Life Care 2015-2016 Project. TCC recommended that measures for other provider types address at least the last 30 days of life to help facilitate earlier referrals to hospice. For hospice measures, TCC disagreed with removing the 7-day exclusion for Hospice Item Set measures, and recommended that the measure be modified to account for patients with lengths of stay of less than 7 days and for those who are imminently dying upon admission. • Participated in national workgroup with other industry stakeholders for ongoing advocacy with CMS and Palmetto GBA to address issues with timely submission of Notices of Election (NOEs) and Notices of Termination/Revocation (NOTRs). Resulted in additional exceptions being granted for late NOEs. • TCC staff, along with provider members, attended the two-day NHPCO Hospice Advocacy Intensive, visiting with elected officials in Washington D.C. on behalf of hospice and palliative care services to patients and families.

6  —  The Carolinas Center 2016 Annual Report


• Advised NC Division of Health Service Regulation on changes to annual licensure and data supplement form • Advocated for preservation of Certificate of Need (CON) for all hospice services • Testified on preserving CON before the Senate Health Committee • Represented the hospice industry at all 6 statewide public hearings of the NC State Health Coordinating Council (NCSHCC) • Spoke to NC legislators regarding proposed legislation in the state budget bill that would mandate review of the Controlled Substances Reporting System (CSRS) prior to prescribing any controlled substance. The final legislation did not mandate use of the CSRS for any prescriber. • Submitted comments to the North Carolina Medical Board (NCMB) on draft rules for implementing the statutory requirement related to mandatory continuing medical education (CME) for those who prescribe controlled substances • Submitted Comments to NC DHHS on the Medicaid Reform Waiver. TCC advocated for rate floors consistent with current Medicare/Medicaid rates, including the 95% pass through for nursing home room and board, keeping hospice services a bundled and capitated set of services, and including the dual eligible population in reform. • Participated in Care 4 Carolina to promote Medicaid Expansion • Served on the NC Dual Eligibles Steering & Advisory Committees • Served on the SHOER Steering Committee • Served on the NC Partnership for Compassionate Care Steering & Advisory Committees

We had a wonderful time at the conference. We appreciate you giving us the opportunity to share about our experience in developing an integrative program. Melissa Coursey, MSW, LCSW Hospice & Palliative Care of Cabarrus County Kannapolis, NC


• Served as the lead state hospice association to coordinate the legislative efforts for H.3132, The Quality Hospice Programs Act • Advocated with SC DHEC to address their interpretation of SC Licensing Standard 801.C.4 related to a patient’s risk of harm. Resulted in change in survey process leading to fewer citations being issued. • Advocacy with SC Board of Medical Examiners resulted in an advisory opinion that gives hospice physicians a time-limited exception to the requirement to personally examine a patient prior to prescribing medications • Met with Richland County Coroner to provide education on hospice reimbursement and address concerns about burial expenses of patients with no burial covered cared for by hospice providers. Advocacy continues in Richland and other SC counties. • Submitted a grant proposal to Blue Cross Blue Shield of SC (BCBSSC) Foundation to create a “culturally tailored” version of the Isn’t It Time We Talk? ACP Planning Guide for underserved and underrepresented communities in SC • Worked collaboratively with the SC Coalition for the Care of the Seriously Ill ACP Workgroup in submitting a grant to secure a consultant to write the ACP State Initiative grant proposal for the BCBSSC Foundation • Provided presentations to educate clinicians and consumers in SC on topics related to hospice, palliative care, and advance care planning conversations, including ones at The Oncology Nursing Symposium, The SCMA Bioethics Committee, The Department of Health & Human Services Medicaid Case Managers, USC School of Social Work, USC Office for the Study of Aging, and the Alzheimer’s Association Caregivers Conference

I find the MD MIG very helpful in exploring how other medical directors are handling the challenging and constantly changing environment we work in. It could be better with more involvement by others and more questions submitted by directors about challenges they are working through. Overall, I think it is well worth the time invested to participate, even though it’s sometimes challenging because of our chaotic schedules. Thanks for helping move this forward.

Michael Case, MD, FAAFP Medical Director Gaston Hospice Gastonia, NC

And Beyond • Invited speaker at the Palliative Care Working Group of the Virginia Hospital and Healthcare Association

Voice • Leadership • Innovation • Impact —  7 

Technical Assistance I had actually asked TCC about starting the MD MIG when I first started in my current position as medical director at Hospice of Davidson County two years ago. I am so glad you all decided to make it happen. I continue to enjoy the discussions very much and gain a lot from them, especially as a relatively new medical director trying to find my way. It’s a very useful way to share common struggles and solutions and to find out how others are managing current issues that affect our field. Jennifer Davis, MD Medical Director Hospice of Davidson County Lexington, NC

The Carolinas Center provides expert support to hospice programs through technical assistance with state and federal regulatory issues, as well as ongoing and acute concerns about compliance, billing and quality topics. Updates are prompt, in context and solution-oriented in areas that affect all hospice and palliative care providers. In response to individual provider needs, we customize our help for you. Following are the topics that were most on your minds—and ours—in 2016: • Issues with Notice of Election Submissions • Changes in Attending Physician • Plan of Care & Frequency of Visit Orders • Physician Quality Reporting Program • Advance Care Planning Billing • CMS FY2017 Wage Index Final Rule • Hospice Quality Reporting Requirements • Medicare Payment Changes • Medicare & Accreditation Survey Issues • Medicaid Integrity Contractor Audits • Discharges & Transfers

Education The Carolinas Center’s provides excellence in professional development for all staff, setting the standard for hospice and palliative care in the Carolinas. Offered in a variety of formats, education is pertinent, accessible, and affordable and offers you the tools you need to be successful in providing health care services to your community. Continuing education credits and CMEs are always available. • The award-winning Breakfast for Brainiacs® monthly audio conference on subjects of interest to both clinical and non-clinical staff; • Relevant webinars that bring timely topics into your building; • One-, two- and three-day conferences that provide targeted education on critical issues and invaluable opportunities for networking with your peers; and • Staff-delivered, on-site training tailored for your hospice organization as a whole and for new leaders.

Peer Learning & Leadership Opportunities

The seminar at Friday’s MIG meeting was excellent, and many things were learned that will help us on this muchneeded path of Cultural Diversity. Deloris Rapp Chaplain & Bereavement Coordinator HospiceCare of the Piedmont Greenwood, SC

TCC’s Member Interest Groups (MIGs) and working committees provide a scheduled forum for members to learn, share, and network with one another in order create and maintain best practices for hospice and palliative care in the Carolinas. • 15 MIGs met regularly -- either face-to-face, by telephone conference, or in a combination of the two. The MIGs added in January 2016 were: — Clinical Managers MIG for Hospice Clinical Directors, Patient Care Coordinators, and Nursing Supervisors who handle day-to-day clinical oversight for their hospice programs. It has been a very engaged group, with up to 135 members participating. — MD-MIG for hospice Medical Directors, Physicians and Nurse Practitioners, with up to 68 members sharing insight and experience. • 3 working committees—NC Public Policy, SC Public Policy and Education— devoted time and energy to effecting good outcomes for hospice and palliative care providers. • The Hospice-Veterans Partnership that began as a MIG opened up to hospice community partners and the group now attracts nearly 200 participants.

8  —  The Carolinas Center 2016 Annual Report

Information & Resources The Carolinas Center delivers the information you need, when you need it, and in formats you can immediately use: • Regular e-newsletters provide up-to-date hospice and palliative care news and information on pertinent topics, such as regulations and compliance, billing changes, audit activity, clinical protocols, quality measures, and hospice stories as they are lived and reported on throughout the country. — Hospice Report publishes weekly on Thursdays as an exclusive resource for TCC members for timely, relevant information on regulatory, legislative, compliance, and quality issues, as well as state and TCC highlights. — Education Updates publishes biweekly on Tuesdays as the premier source of Hospice & Palliative Care Education in the Carolinas sponsored by TCC and our members and partners. — News of Notes publishes 2 or 3 times each week, highlighting noteworthy news from a variety of sources, to keep readers up to date on news they can use. — Quality & Compliance News is published monthly as a summary of quality and compliance news from the previous month. It is offered as a free service to members and as a subscription to non-members. — Palliative Care Bulletin is published monthly as a summary of education, support and news highlights from TCC, Palmetto GBA, CMS, CAPC, and mainstream and industry news sources. • Email alerts, Facebook posts and our Twitter feed keep you updated on need-toknow information in real time. • Print-ready resources for your staff and referrals sources, free to members with option to co-brand, such as Inside Hospice Tips Sheet™. • Resources available to purchase and co-brand, such as Isn’t It Time We Talk? (Advance Care Planning resources) and Inside Hospice™ Resource Guides.

Interactive Members Only Website Our members only website is an interactive forum which gives members a place to research, share, and collaborate from anywhere there is internet service: • Online Data & Information about hospice at your fingertips 24/7 • Full text searchable resources that provide guidance and how-to information in support of your hospice work • Virtual Communities for TCC members to interact with peers from the comfort of your office

The Palliative Care Bulletin is an extremely impressive summary and resource. I have not seen anything nearly as comprehensive in my 20 years of interest in the field. I hope our members and others appreciate the work and expertise required to put this together. John E. Barkley, MD, FCCP CMO of Continuing Care Services Carolinas HealthCare System Charlotte, NC

Would you please add our new Clinical Auditor to the Quality & Compliance News distribution list. We receive valuable information that keeps us on track. Frances Stockley Hospice RN Clinical Auditor Spartanburg Regional Healthcare Spartanburg, SC

Collaborations The Carolinas Center works in strategic partnership with organizations and coalitions within the Carolinas, as well as regionally and nationally, to advance common agendas. TCC is recognized as a leader among state associations, working to ensure that TCC members are always represented. See the list of our partnerships and collaborations on pp.10  – 11.

Other Services • Free Hospice & Palliative Care locator on the website for TCC members • Free employment listings for TCC members • Access to TCC’s private health insurance exchange

Risa Hanau, Hospice & Palliative Care of Greensboro, presents at a preconference session in Charlotte.

Voice • Leadership • Innovation • Impact —  9 

Partnerships & Collaborations


Pam Sharts, Hospice Cleveland County, accepts door prize from Exhibitor ProCare HospiceCare, as TCC staff member Yesha Bell looks on from behind.


TCC staff member Marsha Van Hecke represents The Carolinas Center at the Aging Gracefully Conference in Charleston.

Our membership/partnership with TCC has been invaluable. We have utilized this forum for discussions with our state surveyors, receiving up-to-the-minute reports and newsletters on industry changes as well as federal and state regulation insights. We have made connections with other providers and suppliers, which have helped us provide optimal care for our patients. This is a wonderful resource for hospice and palliative care providers. Sylvia Singleton Compliance Officer Caris Healthcare, Columbia, SC

• AARP NC & SC • Accreditation Commission for Home Care – TCC was the catalyst for reviewing the hospice standards and creation of palliative care standards • Alliance for a Healthier South Carolina – TCC serves with leaders from across the state and staff members sit on the Health & Equity, Health Advocacy & Communications Committees • Alzheimer’s Association, NC & SC Carolina Chapters • The American Cancer Society • American Society of Association Executives – Member • Arkansas State Hospice and Palliative Care Association • Association Executives of NC – Member • Blue Cross Blue Shield of North Carolina • Blue Cross Blue Shield of South Carolina • Bridges: Resources for End-of-Life Realities • Care 4 Carolina • The Carolinas Center for Medical Excellence in conjunction with Midlands Community Coalition – Member • Coalition to Transform Advanced Care – CTAC’s only state hospice organization member • Hospice & Palliative Care Federation of Massachusetts • Hospice Compliance Network – Member • Hospice House Network – Member • Hospice and Palliative Nurses Association – Member • Florida State Hospice and Palliative Care Association • LeadingAge North Carolina • Missouri Hospice & Palliative Care Association • National Association for Home Care & Hospice – Member — NAHC Forum of States – Member • National Council for Prescription Drug Programs (NCPDP) Hospice Task Group – Member • National Council on Medicaid Home Care • National Hospice & Palliative Care Organization – Member — NHPCO Council of States – Member — NHPCO Hospice Action Network — NHPCO Public Policy Committee – Member — NHPCO Regulatory Committee – Member ° Emergency Preparedness Workgroup – Member ° General Inpatient Care Workgroup – Member ° NOE/NOTR Workgroup – Member ° Relatedness Workgroup – Member • NC Academy of Family Physicians • NC Alliance for Effective Care Transitions • NC Bar Association • NC Board of Nursing • NC Coalition on Aging – Member • NC Department of Health and Human Services — NC Dual Eligibles Steering Committee – Member — NC Dual Eligibles Advisory Committee – Member — NC Physician Advisory Group – Member • NC Division of Health Service Regulation — NC State Health Coordinating Council ° NC Long Term Behavioral Health Committee • NC Division of Medical Assistance — Hospice & PCS Stakeholder Group

10  —  The Carolinas Center 2016 Annual Report

— Long-Term Services and Support Work Group —M  edical Care Advisory Committee —O  ptions Work Group • NC Healthcare Information and Communications Alliance, Inc. – Member • NC Hospital Association • NC Institute of Medicine (NCIOM) • NC License to Give Trust Fund Commission – Member • NC Medical Board – Addressed mandatory continuing medical education for controlled substance prescribing • NC Medical Society —E  thical & Judicial Affairs Committee • NC Nurses Association – Member • NC PACE Association • NC Partnership for Compassionate Care –  Steering & Advisory Committee Member • NC Pediatric Palliative Care Coalition – Member • NHDD/SCHDD – National & SC Healthcare Decisions Day • Palmetto GBA Hospice Coalition – Member • PHT Risk Management Services • SC ALL Pharmacy Council – Interdisciplinary community collaborative to discuss pharmacy concerns in providing primary care and advanced illness support through the education and pharmacy networks • SC Bar – Collaboration on education and support for consumers with legal concerns related to end of life advance care planning • SC Board of Medical Examiners – Working together on issues that impact hospice physicians and their prescribing practices • SC Community Faith Nurses Association • SC Department of Health and Environmental Control, Bureaus of Health Licensing and Certification – Working to advise providers on federal and state regulations, as well as serving as a bridge between regulators and providers • SC Department of Health and Human Services – TCC provides expertise to ensure that the quality end of life needs of underserved populations are met —H  ealthy Connections Prime • SC Health Care Association (Nursing Home) – Maintaining open lines of communication related to hospice regulations in skilled nursing facilities • SC Hospital Association – Serving as a bridge to educate and raise awareness about hospice and palliative care concerns and to encourage partnerships between hospice providers and their community hospitals — Medicaid Expansion Initiative —P  ART Advisory Board (Preventing Avoidable Readmissions Together) — Quality Advisory Council — SC Society of Chaplains • SC Institute of Medicine and Public Health – Participate as a member of CSI • The SC Lieutenant Governor’s Office on Aging – Promoting awareness with educational materials, such as Isn’t It Time We Talk? advance care planning guidebook and brochure • SC Medical Association – Engaging in collaborative statewide initiatives related to advanced illness management — Bioethics Committee — SC Coalition for the Care of the Seriously Ill – Charter Member ° CSI ACP Workgroup • SC Pharmacy Association • The University of South Carolina —O  ffice for the Study of Aging at Arnold School of Public Health – Stakeholders Advisory Committee, participating in educating stakeholders and partners in a variety of venues, including, but not limited to, direct care providers and consumers —S  chool of Social Work • Virginia Hospice & Palliative Care Association – Jointly co-sponsoring the Palliative Care Symposium • Virginia Hospital and Healthcare Association Voice • Leadership • Innovation • Impact —  11 


The Carolinas Center for Hospice and End of Life Care receives $1,063,800 grant from The Duke Endowment

Cary, NC - November 17, 2016 - The Carolinas Center for Hospice and End of Life has received a $1,063,800 grant from The Duke Endowment to fund an innovative online platform for individuals to gain better understanding of their health, while developing advance care plans to address life’s uncertainties. The Carolinas Center (TCC) is a nonprofit association serving an extensive network of hospices and palliative care organizations across North and South Carolina. TCC provides visionary leadership, education, technical assistance, advocacy, and resources to ensure that all people with advanced illness will have access to high quality palliative, hospice and end of life care. The Endowment grant will be used to create an online platform designed to offer a unique space for people to “own their own health.” This will not only assist individuals in better managing their health, but also in anticipating the need to interact with loved ones and health team about advance care planning. The platform will enable individuals to use many resources to make informed health choices for themselves, together with those they care about.

Cathy Sevier enlightens audience on The Duke Endowment $1.1 million grant to fund a free online platform for individuals to own their own health.

As it connects with its wide variety of partner organizations, TCC’s platform will provide tools for advance care planning, enabling users to choose how they wish care to be provided in various situations. This process will allow people to make their preferences known when, where and how they desire. A key goal of the online platform is to enable individuals to quickly and effectively provide important information to those who need it wherever they find themselves – whether at home or at another location. TCC CEO Carol B. Meyer states, “This award will be most helpful in advancing our collective goal to align the healthcare wishes of North and South Carolinians with the healthcare they deserve. We further believe our many wonderful community and hospital system partners will contribute invaluably to this exciting project.” She adds, “We are very grateful to The Duke Endowment for believing in us to make this vision become a reality.” ________________________________________________ Based in Charlotte and established in 1924 by industrialist and philanthropist James B. Duke, The Duke Endowment is a private foundation that strengthens communities in North Carolina and South Carolina by nurturing children, promoting health, educating minds and enriching spirits. Since its founding, it has distributed more than $3 billion in grants. The Endowment shares a name with Duke University and Duke Energy, but all are separate organizations.

I have an advance directive, not because I have a serious illness, but because I have a family. Ira Byock, MD palliative care physician author, and public advocate for improving care through the end of life

*** For more information on TCC, and a list of our partner organizations, please call Carol B. Meyer at 919-459-5383, or visit our website at, / @TCCHospice (Twitter)

1230 SE Maynard Road., Suite 203 • Cary, NC 27511 • 919.459.5380 • 800.662.8859 •

12  —  The Carolinas Center 2016 Annual Report

Financials 2016 Expenses The Carolinas Center prides itself on being a good steward of our organization’s resources and on our transparency$152,189 with members and other supporters. In 2016, more than 88% of our funds went into program services, providing unmatched $27,778 services for our members and the broader healthcare industry. As TCC celebrates a Salaries and Related new decade of service, we continue to work hard to modernize our approach to Professional Fees serve our members better. This includes the stewardship of the resources you Outreach entrust to us. $123,403 $470,434 Opera/ng Travel

Under the Board’s continued direction for TCC, we maintain a conservative and Educa/on value-oriented approach to our business. As we attempt to keep up to the dynamic healthcare marketplace for the benefit of those we serve, we remain mindful of the $27,047 $96,612 privilege we have to help our members serve the citizens of the Carolinas with quality end of life care services. We hold our four pillars close at all times — Voice • Leadership • Innovation • Impact. Together with our Mission and Vision, our four pillars guide us to help you succeed in the changing marketplace.

2016 Revenue


2016 Revenue $19,396

$208,263 Dues and Contribu/ons $574,414

As a long-term member and current Board Member of TCC, I appreciate your attentive use of resources to meet the needs of members across North and South Carolina. I am amazed at the volume and quality of the services, resources and education you provide with such limited resources and staff. Deborah Hare Executive Director Grove Park Pharmacy Hospice Care Orangeburg, SC

Grants Program Service Revenue Investment Other


2016 Expenses

2016 Expenses $152,189 $27,778

Salaries and Related Professional Fees Outreach



Opera/ng Travel Educa/on



Voice • Leadership • Innovation • Impact —  13 

2016 Revenue

40th Anniversary Year I am still reveling in the spirit and memories of the celebration of the 40th anniversary of Hospice of North Carolina/Hospice for the Carolinas/Carolinas Center for Hospice and End of Life Care. What history in those 40 years as hospice care became a reality all over North and South Carolina. It was an honor to be with Rev. Peter Keese, founder and first board president for Hospice of North Carolina and Linda Scherl, the first hospice employee in North Carolina, an RN who was, in the beginning, the only employee of Hospice of Winston-Salem, now called Hospice and Palliative CareCenter. The video and old pictures, as well as the articles and annual reports, all provided a very real story of the history of the Center. Congratulations!

40th Annual Hospice & Palliative Care Conference

Judi Lund Person VP of Regulatory and Compliance, NHPCO Alexandria, VA

Participants are obviously having fun and learning that laughter is great medicine!

14  —  The Carolinas Center 2016 Annual Report

Luncheon Gala Monday, August 29, 2016 Omni Hotel, Charlotte, NC


Buffet Lunch & Birthday Cake Welcome               Cathy Swanson, TCC Board Chair Recognition of Special Guests             Cathy Swanson Peter Keese, Founder & First President of Hospice of North Carolina Bill & Theresa Keese, Peter’s son and daughter-in-law Barbara & Elizabeth Lusk, Wife & daughter of Dr. John A. Lusk Cherry Meier, 2008-2013 TCC board member Judi Lund Person, Executive Director, 1980-2002 Linda Scherl, RN & husband Marvin, First hospice employee in NC

40th Anniversary Retrospective 2016 TCC Awards                    Cathy Swanson Peter Keese, Judi Lund Person, Marisette Hasan & Carol Meyer Dr John Lusk Lecture Keynote             Ira Byock, MD The keynote address by Dr. Ira Byock is funded, in part, by the Dr. John Lusk Fund at The Carolinas Center

Closing                          Cathy Swanson

Great 40th Conference! Thanks for all you do in the community and to support the industry. Deborah Hoopes Upstate Volunteer Manager Lutheran Hospice Greenville, SC Happy 40th Birthday to The Carolinas Center.

Peter Keese, Judi Lund Person & Linda Scherl reunite at TCC’s 40th Anniversary Gala.

Charles Saulsbury, PhD, is always a crowd pleaser at TCC workshops. Peter Keese presents the 2017 Peter Keese Leadership Award to Pat Soenksen, President & CEO of Hospice & Palliative Care of Greensboro (now retired).

The entire TCC staff is professional and demonstrates an ability to work together like a well-oiled machine. Anonymous Evaluation Comment

Dr. John Barkley, Carolinas HealthCare System, talks shop with Dr. Ira Byock.

Dan Mackey, MD, presents a workshop on “Pediatric Hospice & Palliative Care: The Underserved Amongst the Underserved.”

Voice • Leadership • Innovation • Impact —  15 

TCC Awards & Scholarships

Pat Soenksen

Each year, The Carolinas Center presents a number of awards and scholarships to recognize excellence in hospice and end of life care. The awards recognize extraordinary service by exceptional professionals who are nominated by their peers. Scholarships are given to those selected from a group of their peers from all who apply. Congratulations to the 2016 award and scholarships winners who set the bar high in providing care at the end of life. At the 40th anniversary gala, we welcomed and acknowledged all award winners, along with their nominators.

2016 Hospice Awards Recipients Robert Todd, MD

Peter Keese Leadership Award Pat Soenksen, MBA, MA President & CEO Hospice & Palliative Care of Greensboro, Greensboro, NC Tamra West Leadership Award Robert Todd, MD Medical Director HospiceCare of the Piedmont, Greenwood, SC

Kim Lowery

Sharon O. Dixon Clinical Excellence Award Kim Lowery, RN, BSN, CHPN Director of Clinical Services Hospice of Rutherford, Forest City, NC

Palmetto Clinical Excellence Award Catherine Wallenborn, MSW Social Worker Lutheran Hospice of the Upstate, Greenville, SC Judith Lund Person Hospice Volunteer Award Reba Barlow Caldwell Hospice & Palliative Care, Lenoir, NC Spirit of Hospice Award Jodi Belcher, RN Hospice House & Homecare Nurse Hospice & Palliative Care of Iredell County, Statesville, NC

Dr. John Lusk Scholarships Catherine Wallenborn

Reba Barlow

Brandi Anthony, MSW, Social Worker Hospice and Palliative Care of Iredell County, Statesville, NC

Nora Jenkins, RN, Practice Service Support Manager McLeod Hospice of Pee Dee, Florence SC

Anne Batten, LCSW, Social Worker Hospice & Palliative Care of Greensboro, Greensboro, NC

Ashley Thompson, RN Hospice and Palliative Care of AlamanceCaswell, Burlington, NC

Krista Haynes, Patient/Family Volunteer Coordinator Hospice of Cleveland County, Shelby, NC

Kara Thompson, RN, BSN, Director of Business Development Hospice of Davidson County, Lexington, NC

Dawn Jenkins, RN, CCM, CHWC, FCN, Nurse Liaison Hospice of Davidson County, Lexington, NC

Tina VonCannon, Hospice Facility Coordinator Hospice of Randolph County, Asheboro, NC Rev. Lara Wheless, MDiv, Chaplain Ark Hospice, Greenville, SC

Mary Doherty Scholarship for Excellence in Education Jodi Belcher

Deborah Hoopes, Volunteer Manager  Lutheran Hospice of the Upstate, Greenville, SC

16  —  The Carolinas Center 2016 Annual Report

back cover left:

Peter Keese greets Dr. Ira Byock at the 40th Annual Conference, as Scottie Gaskins (Vidant Home Health & Hospice), Carol Meyer (TCC) & Judi Lund Person (NHPCO) look on; right: Marisette Hasan, TCC staff member, and Nancy Corley, HospiceCare of the Piedmont, with Dr. Robert Todd, Tamra West Leadership Award recipient.

The Carolinas Center is the only two-state association in the Carolinas dedicated exclusively to hospice and palliative care.

voice • leadership

i n n o vat i o n

i m pa c t

Share In Our Mission If you are already a member, there are ways to get involved in some aspect of our work that benefits your work. If you are not currently a member, consider becoming part of an active and progressive membership of hospice and palliative care providers.

Contact The Carolinas Center North Carolina Office

South Carolina Office

8502 Six Forks Road, Suite 101 1350 Browning Road Raleigh, NC 27615 Columbia, SC 29210 919.459.5380 803.509.1021


8 0 0.662.8859



Tccar2016www 061217  

The Carolinas Center's 2016 Annual Report

Tccar2016www 061217  

The Carolinas Center's 2016 Annual Report