22nd Annual Partners in Care Foundation Tribute Dinner
Driving alignment between social care & health care
Our mission is to align social care and health care to address the social determinants of health and equity disparities affecting diverse, under-served and vulnerable populations.
22nd Annual Partners in Care Foundation Tribute Dinner Honoring Arthur M. Southam, MD
Executive Vice President Health Plan Operations and Chief Growth Officer Kaiser Permanente
Vision & Excellence in Healthcare Leadership Award
Sachin H. Jain, MD
President & Chief Executive Officer SCAN Group and SCAN Health Plan
Champion for Health Award Monday, June 20, 2022 6:00 – 7:00 PM Reception 7:00 – 9:00 PM Dinner & Program The Beverly Hilton Hotel 9876 Wilshire Boulevard • Beverly Hills, CA 90210
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Welcome! It is a pleasure having you with us tonight celebrating Partners in Care Foundation and honoring two very impressive health care leaders. For the past 24 years, Partners has worked to align social care and health care outside the hospital setting to improve the lives of people with complex health needs. You may know Partners is a legacy foundation of the Visiting Nurse Association of Los Angeles. Visiting homes and seeing the needs presented – often invisible to the organized medical community – we recognized even then that what happens in the home after medical treatment can enhance or diminish the impact of medical care. We now have a name and a category for these needs – the social determinants of health (SDOH). Partners’ has been called a visionary for developing innovative and powerful models of care coordination. Beyond pioneering the Community Care Hub model with a network of community-based services throughout California, we introduced an internship program for graduate school social workers focused on
Katherine A. Kirchhoff Board Chair
improving the care and well-being of older adults and their families. To date, more than 800 interns have completed the program. Another innovation is HomeMeds, our evidence-based medication inventory and assessment tool that identifies medication problems that could lead to injuries or complications. We have seen our care models succeed and adopted in both California and nationally. Partners is represented on and serves as co-chair of The Partnership to Align Social Care – A National Learning and Action Network (Partnership) that is redefining the inter-relationship between community-based organizations like ours, health systems, physicians, and health insurance plans. The Partnerships’ goal is to redesign how social care and health care work together in a synergistic manner. Challenges remain. One is training the workforce of community health workers and other social care staff required to provide the services envisioned and the needs of a growing aging population. Another is actively representing the views and needs of community-based organizations providing SDOH services as eligibility, covered services and reimbursement rules and regulations are reviewed and revised. Partners is actively engaged in these conversations through the redesign of CalAIM, the statewide initiative to reframe the Medi-Cal program. We welcome the opportunity to rethink 4
how resources are best used to achieve state and local goals. We are not just flagging the existence of problems. Partners is continuously formulating and presenting solutions to health plans, state agencies, and funders. From the very beginning, Partners has been a national thought leader in the development of social care models. Our goal was to change the shape of healthcare by explaining, then demonstrating the value of social care in furthering the healing process, thus enabling people to maintain their independence and remain at home. We see in the CalAIM redesign real solutions incorporating the concept of social care aligned with health care, leading to stronger outcomes for people. Work underway throughout California demonstrates daily the advantage of integrating health care and social care. Leadership from the Partnership to Align Social Care is tackling difficult – and sometimes thorny – issues that have kept social care in a silo separated from health care and health plans. With strong representation from all the key stakeholders, including the federal government and CMS, we
June Simmons President & CEO
see real possibility for meaningful change to improve people’s health, social circumstances, and lives. Tonight, we are proud to be in the company of so many innovators and leaders. And with you, to recognize two visionary leaders in healthcare leadership – Arthur M. Southam, MD and Sachin H. Jain, MD. Last year, we came to this event and said “The Time Is Now” for health care, health plans, and community-based organizations to begin working together. Looking around, we see that happening. Even more encouraging is the fact that Partners is recognized for the role we played leading to this moment. Please join us in driving the alignment between social care and health care. Look at the wonderful things we can accomplish working together! Thank you for being here tonight. Please enjoy the evening.
Katherine A. Kirchhoff Chair, Board of Directors Partners in Care Foundation
June Simmons President & CEO Partners in Care Foundation 5
2022 Award for Vision & Excellence in Healthcare Leadership Arthur M. Southam, MD Executive Vice President Health Plan Operations and Chief Growth Officer Kaiser Permanente Arthur M. Southam, MD, is Executive Vice President, Health Plan Operations, and Chief Growth Officer for Kaiser Permanente, America’s largest not-for-profit health system with over $88 billion in revenue, providing integrated health care and coverage to 12.5 million members and patients in eight states. Dr. Southam joined Kaiser Permanente in 2001 and has national responsibility for Health Plan marketing, sales, service, and administrative activities that support growth and care. He is dedicated to helping Kaiser Permanente deliver high-quality, affordable health care and coverage to more Americans. Before joining Kaiser Permanente, Dr. Southam was chief executive officer of two California based health plans, Health Net and CareAmerica. In addition to his leadership responsibilities with Kaiser Permanente, Dr. Southam serves on the board for CHRISTUS Health, an international Catholic health system with ministries in Texas, Louisiana, New Mexico, Mexico, Chile and Colombia. He is a member of the Board of Advisors of the Fielding School of Public Health at the University of California, Los Angeles. He served as a member of the Institute of Medicine’s Committee on the Quality of Health Care in America, contributing to the widely cited publications, To Err is Human and Crossing the Quality Chasm. He is past chairman for the California Association of Health Plans and CAQH®. Dr. Southam received his medical degree and MPH from UCLA, and his MBA from Pepperdine University. He received his BA in Neuroscience from Amherst College.
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2022 Champion for Health Award Sachin H. Jain, MD President and Chief Executive Officer SCAN Group and SCAN Health Plan Sachin H. Jain, MD, MBA is President and CEO of SCAN Group and Health Plan, where he leads the organization’s growth, diversification, and emerging efforts to reduce healthcare disparities. Under Dr. Jain SCAN has maintained its 4.5 STAR rating for five years in a row; offered new products (ISNP) and expanded into Arizona and Nevada; and launched subsidiaries focused on home-based primary care, homeless healthcare, and PACE. SCAN’s revenues top $3.4B and the organization serves 220,000 patients. Dr. Jain was previously Chief Medical Information & Innovation Officer at Merck & Co. He served as attending physician at Boston’s VA Medical Center and on the faculties at Harvard Medical School and Harvard Business School. From 2009-2011, Dr. Jain served in the Obama Administration as senior advisor to Donald Berwick, Administrator of CMS. Dr. Jain was the first deputy director for policy and programs at CMMI. He has published over one hundred peer-reviewed articles in journals such as the New England Journal of Medicine, JAMA, and Health Affairs, and was an editor of the book, The Soul of a Doctor. Dr. Jain is adjunct professor of medicine at the Stanford University School of Medicine and a contributor at Forbes. He serves on Make-A-Wish America’s Board of Directors. Dr. Jain graduated magna cum laude from Harvard College with a BA in government, and earned his MD from Harvard Medical School.
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2022 Board of Directors Chair
Members
Katherine A. Kirchhoff Managing Director
Pete Brown
Cain Brothers & Company, LLC
Communications Director City of Los Angeles,
Vice-Chairs
Office of Councilmember Kevin de León
Cathi Cunningham Partner
Terri Cammarano, JD, LLM, CHC
Deloitte & Touche LLP
Senior Vice President of Legal Affairs & General Counsel
Jack Schlosser
Cedars-Sinai
Founder & Principal Desert Vista Advisors
Paul Craig, JD Chief Administrative Officer
Treasurer
Keck Medicine of USC
Edward Kim COO
James B. Edwards
Lakeside Medical Group
Chief Operating Officer StartUp+ Health
Secretary Jennifer L. Kozakowski, MN, MPH
Seth Ellis
Chief Mission Integration Officer –
Vice President, Clinical Integration
South Bay
MemorialCare Health System
Providence Health Amanda Flaum
Past Chair
Chief Health Operations Officer CenCal Health
Marta Fernandez Partner Jeffer Mangels Butler & Mitchell LLP
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Jennifer Heenan
Stephen T. O’Dell
Partner
Senior Vice President
Spencer Stuart
Coordinated Regional Care Prospect Medical Holdings
Gordon M. Johnson President
Alfred Poirier
KeyGroup
Chief Deputy-Emergency Operations Los Angeles Fire Department
Eve M. Kurtin-Steinberg* Founding Managing Director
W. June Simmons
Pacific Venture Group
President & CEO Partners in Care Foundation
Jim Lott, PsyD, MBA Alexander Strachan, MD, MBA Robert W. Lundy, Jr., JD
SVP & CMO
Partner
National Inpatient Care Management
Hooper, Lundy & Bookman, PC Gerald Sullivan Peter Mackler
Chairman
Healthcare Advocacy
G. J. Sullivan Co., Reinsurance
Manoj K. Mathew, MD, SFHM
Mari Zag
Former National Medical Director
Director
Agilon Health
AArete, LLC
Adriana M. Mendoza Associate Director Advocacy and Community Engagement AARP California
*In Memoriam 9
2022 Honorary Tribute Co-Chairs Tom Gordon
Linda Rosenstock, MD, MPH
Chairman of the Board
Dean Emeritus
DSL Construction
UCLA Fielding School of Public Health
Co-Trustee, Don Levin Trust
2022 Honorary Tribute Committee Greg A. Adams
Matt Eyles
Chair and Chief Executive Officer
President and Chief Executive Officer
Kaiser Foundation Health Plan, Inc.,
America’s Health Insurance Plans (AHIP)
and Hospitals
David Feinberg, MD, MBA
John Baackes
President and Chief Executive Officer
Chief Executive Officer
Cerner Corporation
L.A. Care Health Plan
George Greene, JD
David Blumenthal, MD, MPP
Chair and Chief Executive Officer
Ron Brookmeyer, PhD
Association of Southern California (HASC)
Dean and Distinguished Professor of
George Halvorson
Biostatistics
President and Chief Executive Officer
UCLA Fielding School of Public Health
Institute for InterGroup Understanding
Aneesh Chopra
Rod Hanners
President
Chief Executive Officer
Carejourney
Keck Medicine of USC
Donald Crane
President and Chief Executive Officer
Executive Vice President of
USC Health System
Healthcare Transformation
Peter Haytaian
Babylon Health
Executive Vice President and President
Lloyd Dean, MA
Anthem Diversified Business and IgenioRx
Chief Executive Officer
Yoshi Honkawa
CommonSpirit Health
Consultant
Amar A. Desai, MD, MPH
Cedars-Sinai
President and Chief Executive Officer Optum Pacific West 10
Laura Jacobs, MPH
Robert W. Lundy, Jr., JD
Former Managing Principal (Retired)
Founding Partner
GE Healthcare Partners
Hooper, Lundy & Bookman, PC
Andrew Jahn, MBA
Robert Margolis, MD
President
Former Managing Partner (Retired)
Adventist Health Southern California
Healthcare Partners
Region
Paul Markovich, MA
Howard A. Kahn, MA
President and Chief Executive Officer
Chair
Blue Shield of CA
Physicians for a Healthy California
Barbara McNeil, MD, PhD
Barsam Kasravi, MD, MBA, MPH
Founding Head
President
Department of Healthcare Policy,
Western Region Anthem Medicaid
Harvard Medical School
Hyong (Ken) Kim, MD
Sarita A. Mohanty, MD, MPH, MBA
Chief Executive Officer
President and Chief Executive Officer
Giatros Health
The SCAN Foundation
David M. Lawrence, MD, MPH
J. Mario Molina, MD
Chairman and CEO (Retired)
Board Chair and Co-Founder
Kaiser Foundation Health Plan
United States of Care
and Hospitals, Inc.
Thomas Mone
Dean (Retired)
Chief External Affairs Officer
School of Medicine
One Legacy
Keck Graduate Institute
Nitin Nohrai, MBA, PhD
Craig Leach
Professor President and Chief Executive Officer Harvard University Torrance Memorial Medical Center Deborah Prothrow-Stith, MD Thomas H. Lee, MD Dean College of Medicine, Charles Drew Chief Medical Officer
University of Medicine and Science
Press Ganey
Rahul Rajkumar, MD, JD
Editor-in-Chief, NEJM Catalyst
Chief Operating Officer
Chad T. Lefteris
Care Solutions at Optum
Chief Executive Officer
(cont.)
UC Irvine Health 11
Michael Rosenblatt, MD
Paul Torrens, MD
Senior Partner
Professor Emeritus
Flagship Pioneering
UCLA Fielding School of Public Health
Ernie Sadau, MHA President and Chief Executive Officer Christus Health
Steve Valentine President Valentine Health Advisers
Martha Santana-Chin, MBA
Paul S. Viviano
Medi-Cal President
President and Chief Executive
HealthNet
Officer
Leonard D. Schaeffer
Children’s Hospital Los Angeles
Founding Chairman
Erik G. Wexler
and Chief Executive Officer
President
WellPoint
Operations and Strategy, South Providence
Mark Schuster, MD, PhD
Robert P. White
Founding Dean and
President and Chief Operations
Chief Executive Officer
Officer
Kaiser Permanente Bernard J. Tyson
American Specialty Health
School of Medicine
Krishna Yeshwant, MD, MBA
Steven Shapiro, MD
Managing Partner
Senior Vice President
Google Ventures
Health Affairs, USC Johnese Spisso, MPA President UCLA Health Chief Executive Officer UCLA Hospital System
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2022 Tribute Dinner Committee Chair
Tom Gordon
Jennifer Heenan
Chairman of the Board
Partner
DSL Construction
Spencer Stuart
Co-Trustee, Don Levin Trust
Members
Jennifer L. Kozakowski, MN, MPH Chief Mission Integration Officer –
Sajid Ahmed
South Bay
Chief Executive Officer
Providence St. Joseph Health
WISE Healthcare
Manoj K. Mathew, MD, SFHM
Pete Brown
Former National Medical Director
Communications Director
Agilon Health
City of Los Angeles, Office of
Jack Schlosser
Councilmember Kevin de León
Founder and Principal
Paul Craig, JD
Desert Vista Advisors
Chief Administrative Officer
Gerald Sullivan
Keck Medicine of USC
Chairman
Donald Crane
G. J. Sullivan Co., Reinsurance
Executive Vice President of
Paul S. Viviano
Healthcare Transformation
President and Chief Executive Officer
Babylon Health
Children’s Hospital Los Angeles
Beezie Daly, MD Ross Goldberg Founder Kevin Ross Public Relations
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Thanks to Our 2022 Sponsors Premier Event Sponsors
Diamond Sponsors
D ON LE V I N TRUST
& EDNA and TOM GORDON
Platinum Sponsors
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Gold Sponsors
MedPOINT
Silver Sponsors Cathi Cunningham
MARCINIAK FAMILY TRUST
Bronze Sponsors CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE
Jamey Edwards &
KeYGroup
Dr. Eric A. Strom & Eileen Goodis Strom
We regret omission of logos not available at press time. 15
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Vision & Excellence in Healthcare Leadership Award Past Honorees 2021 Paul S. Viviano Paul S. Viviano was honored as President and CEO of Children’s Hospital Los Angeles. Mr. Viviano is recognized as both a major health care leader and prominent advocate of child health. For over three decades, he has directed academic, nonprofit, and for-profit health care organizations delivering excellence in clinical care. Mr. Viviano joined Children’s Hospital Los Angeles as President and CEO in 2015 and serves as a member of its Board of Directors and Board of Trustees.
2021 Lifetime Achievement Award Paul Torrens, MD, MPH Professor Emeritus of Health Policy and Management and Founder of the Paul Torrens Health Forum at UCLA Paul Torrens, MD, was honored for over 40 years at the Fielding School, patiently guiding, mentoring and advising generations of students, helping shape many distinguished careers in public health. Equally important has been his long career in both healthcare management and policy development. As a healthcare executive, Dr. Torrens held numerous executive positions in hospitals and health care organizations and served on the governing boards of Blue Shield of California and PacifiCare Behavioral Health of California. In the health policy arena, he has served in a wide variety of advisory and consulting capacities to governmental and nongovernmental organizations both in the United States and additionally in 18 foreign countries. Thanks to his vision and leadership, the Paul Torrens Health Forum is a premier source of discovery and conversation about the prevailing public health issues of the day.
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2019 Elaine Batchlor, MD, MPH Elaine Batchlor, MD, MPH, was honored as the CEO of Martin Luther King, Jr. Community Hospital, a state-of-the-art, community-oriented safety net hospital that provides compassionate, quality care to the South Los Angeles Community. Throughout her career, Dr. Batchlor’s number one priority has been to improve access and quality of care for underserved communities utilizing innovative and collaborative approaches. Her work to increase access for underserved populations has been recognized as an example of leading best practices and adopted throughout California.
2018 Diana S. Dooley Diana S. Dooley was honored as the Secretary of the California Health and Human Services Agency by Governor Jerry Brown at the beginning of his term in 2011. She used federal law, together with state legislative and administrative actions, to make improvements in the quality of healthcare delivery, increase transparency and consumer engagement, and promote the integration and coordination of medical, behavioral, and social services in the furtherance of wholeperson care.
2017 Rod Hochman, MD Rod Hochman, MD, was honored as President and CEO of Providence St. Joseph Health. With his leadership and health system expertise, Dr. Hochman oversees Providence Health & Services across five states. He is transforming health care through digital innovation, genomics and scientific wellness, population health, and outreach to the poor and vulnerable. 23
2016 Don Crane Don Crane was honored as President and CEO of America’s Physician Groups, the nation’s only professional association exclusively representing capitated, coordinated care organizations. He was honored for his role at the forefront of national public policy advocacy on behalf of accountable care organizations across the country as they transitioned from volume to value and moved into risk-based alternative payment models.
2015 Robert Margolis, MD Robert Margolis, MD, was honored as Co-Chairman of the Board, DaVita HealthCare Partners and CEO Emeritus of HealthCare Partners, LLC. He is a much sought-after spokesperson because of his vast experience in integrated delivery systems and physician practice management.
2014 Leeba Lessin In Memoriam Leeba Lessin was honored for her role as Senior Vice President of WellPoint and President of its affiliated Medicare businesses, serving more than two million members through Medicare Advantage (MA), Medicare Supplement, and Prescription Drug Plans.
2013 Barry Arbuckle, Ph.D. Partners honored Barry Arbuckle, Ph.D. as President and CEO of MemorialCare Health System, a leading not-for-profit integrated health care delivery system with almost $2 billion in annual revenues.
2012 David T. Feinberg, MD, MBA As President of UCLA Health System, Dr. David Feinberg oversaw all aspects of the prestigious operation, including Ronald Reagan UCLA Medical Center, Resnick Neuropsychiatric Hospital, Mattel Children’s Hospital UCLA, and UCLA Medical, Santa Monica.
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2011 Howard A. Kahn Howard Kahn was honored as the CEO of L.A. Care Health Plan, the largest public health plan in America. Mr. Kahn has served in leadership positions creating initiatives, coalitions, and policies.
2010 Lloyd A. Bookman, JD Co-founder of Hooper, Lundy and Bookman, P.C., Lloyd Bookman represents health care providers in complex regulatory, reimbursement, and transactional matters.
2010 Robert W. Lundy, Jr., JD Partners honored Robert Lundy as co-founder and managing partner of Hooper, Lundy and Bookman, P.C., the largest law firm in the country dedicated solely to the representation of health care providers and suppliers.
2009 Richard A. Norling Partners honored Richard Norling because of his work as a Senior Fellow at the Institute for Healthcare Improvement.
2008 George C. Halvorson As Chairman and CEO of Kaiser Permanente, George C. Halvorson headed the nation’s largest non-profit health plan and hospital system, serving more than 9 million members and generating about $50 billion in annual revenue.
2007 Lloyd H. Dean Lloyd H. Dean was honored for his work as President/CEO of CommonSpirit Health (formerly known as Dignity Health and Catholic Healthcare West), an integrated not-for-profit health care system in three western states. 25
2006 Francine Kaufman, MD Partners honored Francine Kaufman, MD, as a Distinguished Professor Emerita of Pediatrics at the Keck School of Medicine and the Annenberg School of Communications at USC.
2005 Thomas M. Priselac Thomas Priselac was honored as President and CEO of Cedars-Sinai Health System. Mr. Priselac is an author and invited speaker on a variety of contemporary issues facing the health care field today.
2004 and 2018 Lifetime Achievement Award C. Duane Dauner In Memoriam C. Duane Dauner was honored as President and CEO of the California Hospital Association. A nationally known leader on health issues, he was a popular lecturer and authored numerous articles.
2003 Robert E. Tranquada, MD Dr. Tranquada’s leadership initiated and shaped many health care organizations. Now retired, Dr. Tranquada’s leadership continues with service on many local and national health care charitable, higher education, and civic boards, and as an author of numerous medical and policy articles.
2002 James E. Ludlam, JD In Memoriam Mr. Ludlam was recognized as one of the founders of healthcare law who helped shape California’s healthcare environment.
2001 Yoshi Honkawa Mr. Honkawa served for many years as Vice President, Government and Industry Relations, Cedars-Sinai Medical Center, following a long and distinguished career in health care administration. 26
2000 Dr. Allen & Weta Mathies The Mathies Award was named in honor of this couple’s distinguished careers and Dr. Mathies’ remarkable leadership of the Visiting Nurse Association of Los Angeles (VNA-LA) and the founding Board of Partners in Care Foundation.
Champion for Health Past Honorees 2014 James R. West James R. West was honored as the President and Chief Executive Officer of PIH Health, an integrated delivery system comprised of two hospitals, 22 medical offices, home health services, a medical foundation, and an independent physician association.
2011 Molina Family & Molina Family Healthcare, Inc. Molina Healthcare began in 1980 as an small medical clinic in Long Beach, California. As an emergency room physician, C. David Molina, MD saw the need for an alternative to going to the ER.
2010 Patrick Soon-Shiong, MD Dr. Patrick Soon-Shiong was honored as a physician, surgeon, and scientist. He pioneered treatments for both diabetes and cancer, publishing over 100 scientific papers, and holds 50 US patents on groundbreaking advancements across a myriad of fields.
2006 Kathleen Brown Kathleen Brown was honored as the former Treasurer of the State of California and Board member of the Los Angeles Unified School District.
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Driving alignment between social care & health care
The Social Care Experts Here at Partners in Care Foundation, our work aligns social care and health care to address the “Social Determinants of Health” that routinely affect diverse, under-served, and vulnerable populations. Partners’ programs and services help individuals live independently at home while significantly reducing costly hospital readmissions, Emergency Room visits, and nursing home placements.
Community Health Workers know their community. At Partners, we rely heavily on the skills of our social care workforce, including Community Health Workers (CHWs) who are trusted community members serving as a liaison between health/social services and the community to facilitate access to services and improve quality of life. California Governor Gavin Newsom has called for recruiting and training up to 25,000 Community Health Workers by 2025, and we are doing our part to meet that challenge. With funding from the Archstone Foundation, Partners is collaborating with the LA Department of Aging, the Center for Health and Social Care Innovation at Rush University Medical Center, and Los Angeles Valley College to design and launch on-line, asynchronous CHW non-credit classes in the Fall of 2022. We have also worked with Blue Shield of California to develop a Community Health Advocate (CHA) curriculum that trains individuals as liaisons between local communities and healthcare resources. Partners is actively looking for additional opportunities to partner in training more individuals as part of expanding this crucial CHW workforce. 28
Our “Care Coordination Toolbox” Partners’ care coordination process starts with personal engagement, followed by an assessment, the development of a specialized care plan, and finally, implementation of circumstancespecific interventions. We incorporate evidence-based tools from our “Care Coordination Toolbox”—including a new care model designed to support CalAIM’s Enhanced Care Management program, as well as our highly effective Engagement Center and “HomeMeds,” an in-home medication inventory and review program.
An ECM model of care. Our Enhanced Care Management (ECM) model is based on caring for Medi-Cal participants who are typically very frail, impoverished, and disadvantaged in many ways. Partners’ Enhanced Care Management service provides all core services delineated by the California Department of Health Care Services (DHCS): • Outreach and Engagement • Comprehensive case management • Care coordination • Health promotion • Comprehensive transitional care • Individual and family support • Community and social support services referrals, including housing While still in early stages of implementation, our ECM team is highly effective at reaching and enrolling participants.
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Engagement is key to outreach success. Another key tool in Partners’ Care Coordination Toolbox is our Engagement Center, which enjoys high rates of success in reaching individuals, setting up appointments, and/or arranging services. Our team uses technology to locate and engage individuals quickly, starting an intake process that gets to the heart of a person’s medical, social, environmental, and financial challenges. This highly trained team efficiently and cost-effectively can: • Up-sell and cross-sell • Build volume • Deliver relevant information across all channels • Integrate patient, customer, and provider data • Close gaps in care • Improve quality scores through effective outreach. The Engagement Center supports outreach for clinics, offices, and health plans throughout the United States with the goal of improving participation in Enrollment/ Engagement Services; Customer/ Patient Satisfaction Surveys; Appointment Scheduling; Telephonic Case Management and more.
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Recently, Partners achieved an impressive engagement rate of 93%, enrolling high-utilizing health plan members into a social care coordination program in California. The Engagement Center is available to any business needing skilled outreach.
HomeMeds helps people get their medications right. Partners’ evidence-based program, HomeMeds, is a critical tool in our Care Coordination Toolbox. HomeMeds provides a complete picture of a person’s medication use by inventorying all prescribed medications, over-the-counter pharmaceuticals, herbals, and supplements in the home. Proprietary algorithms identify any unnecessary therapeutic duplication, any fall risks or confusion related to possible inappropriate psychotropic medications, and any cardiovascular issues related to medication use. Then, it automatically alerts a pharmacist and issues a report including suggested modifications of the prescription. Not only does HomeMeds improve a person’s health and safety, it also helps increase Medicare Star quality ratings, reduces risks for falls and hospital readmissions, reduces use of high-risk medications, and more! For over two decades, the Partners in Care Foundation has been innovating and improving SDOH solutions while driving life-changing, life-saving alignment between social care and health care for those we serve. Let us put those innovations to work today for your organization.
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Introducing the Partners in Care Foundation Council for the Future An Invitation to Preserve Your Legacy of Giving For the last 24 years, Partners in Care Foundation has been instrumental in providing care management services and supports to the most medically frail, low-income residents of Los Angeles and beyond. Serving over 24,000 individuals a year, in the most underserved and culturally diverse communities, we are there for the neediest in the most critical situations. We offer a caring hand to keep our participants from hospitalization and institutionalization by arranging for them to be surrounded by supportive services in the community or medical home of their choosing. The needs are great and demand for services is high. Our annual operating budget of over $22 million is always stretched to its limits to ensure that no one that qualifies for our services goes without our assistance. Yet, there is a limit to what government funds can cover and we must turn to the philanthropic community to fill ever-widening gaps in funding. To ensure a full range of needs are met today and into the future, we invite caring donors like you to join our Council for the Future by creating your own legacy with a planned gift to Partners in Care Foundation.
What is planned giving? Planned giving is a win-win approach to philanthropic donations that gives you the ability to support a nonprofit organization such as Partners in Care Foundation. Simply put, “planned giving” is the transfer of assets to a designated nonprofit organization during a person’s lifetime or as part of an estate plan. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences, and are generally transferred via a will or other written means.
You can create YOUR OWN personal legacy! Are you someone who cares to make a difference in the lives of others? Is charitable giving an important part of your life and your core values? 32
The good news is you do not have to be a person with great financial wealth to create a meaningful philanthropic legacy. In addition to supporting the work of your favorite organizations like Partners in Care Foundation through cash donations, please consider making a planned gift as a way to create lasting impact today and well into the future. Please speak with your legal and financial advisors about making a planned gift to Partners in Care Foundation today. For more information about how you can support our work and create a lasting legacy for you and your family, please contact Karen Schneider, Vice President Development, at kschneider@picf.org.
Planned Giving is easy. Planned giving is easy to do. Whether it is naming your favorite charity in your will or trust for any amount of money or giving a gift of a house or investment account, there is an easy option that is right for you.
Planned Giving can involve assets. A life insurance policy. Real estate. Stocks. Business holdings. A checking or savings account. These are all assets that can be leveraged in planned gifts. Each is the kind of gift that generates benefits you can enjoy now and in the future.
Planned Giving can generate an income stream for the donor. In return for a donation of real estate, stocks, or other assets, donors or their designee may receive a series of regular payments. Not only are you contributing to the sustainability of our organization, but also helping to meet your personal current financial priorities for yourself and your survivors.
Planned Giving can provide generous tax benefits. Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit. Be sure to consult with your financial or estate planner for more specifics. Planned giving can work in tandem with other family priorities. 33
Planned giving is not an “all or nothing” option. Gifts can exist side-byside with other beneficiaries and personal priorities to preserve your family’s legacy and involve future generations in philanthropic pursuits.
Your planned gift will be long-remembered. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term benefits. This chart can help you find the type of gift that is right for you
Donor Profile
Benefits to Donors
Suggested Gift Type
Donors of any age Gift of any amount or income level through a will, trust, life insurance policy, or IRA
Estate tax benefits
Bequest
Donors of any age, most often middle-aged
Annual income that can adjust over time; acts as hedge against inflation
Charitable Remainder Trust
Good for complex or appreciated assets
Older donors who have liquid assets (such as stocks, CDs, savings accounts)
How It Works
A gift of cash in return for variable payments (% of gift) Upon death, remainder is distributed to the charity
May avoid capital gains taxes on appreciated assets. Income tax charitable deduction in year of gift
A gift of cash or stock in return for fixed payments to the donor for life
Security of a fixed income for life Knowledge it is guaranteed by organization
Upon death, Middle-aged remainder is donors who want distributed to the to provide income charity for their parents or others Older donors who own their own homes
Charitable Gift Annuity
Income tax charitable deduction in year of gift
A gift of primary residence, vacation home, or other property
Donor can continue Retained Life to live in or use Estate property Income tax charitable deduction in year of gift 34
Please, won’t you join us as an inaugural member of Partners in Care Foundation’s Council for the Future? We are so grateful to the more than 40 donors who have already created legacy gifts for the benefit of Partners. Designating a planned gift automatically makes you a member of the Partners in Care Foundation legacy society, our Council for the Future. Please speak with your legal and financial advisors about making a planned gift to Partners in Care Foundation today. For more information about how you can support our work and create a lasting legacy for you and your family, please contact Karen Schneider, Vice President Development, at kschneider@picf.org. The information presented here is not offered as legal or tax advice. Always check with your professional advisors when making a charitable donation. Special credit to our source for this information: Gift Annuity © 2012 Published as a community service by the California Community Foundation
Introducing Partners’ Urgent Needs Fund and a New Way to Donate! Partners has established an Urgent Needs Fund to meet the critical needs of the very low-income people we serve. When funding is unavailable from any other public or private source, our Urgent Needs Fund can contribute to the health and safety of our participants by making one-time purchases such as emergency housing support, adaptive equipment, home ramps, and other modifications essential to continued safe community living. These one-time investments change the course of lives by addressing basic human needs of safety and comfort and are key to dramatic life changes. Please consider making a contribution to our Urgent Needs Fund. One way to do so is to make a donation “In Memory” or “In Honor” of someone important to you. It is a thoughtful way to pay tribute to people and life events that are important to you while also giving back to others. Your generous donation will go towards our Urgent Needs Fund to pay for essential, transformative solutions for people enrolled in our safety net programs. Giving is safe and easy! Use this link to learn more: bit.ly/3Ht5lZw 35
Partners in Care Foundation Takes Leadership Role in Co-Design of Aligned Social Care System Co-Designing a Social Care Delivery System The Partnership to Align Social Care – A National Learning and Action Network (Partnership) is a group of diverse stakeholders collaborating to co-design a multi-faceted strategy to enable successful partnerships between health care organizations and networks of community-based organizations (CBOs) delivering social care and social services. These partnerships will create the efficient and sustainable ecosystems needed to provide individuals with holistic, person-centered care. The Partnership, co-chaired by Partners’ CEO June Simmons and national health care consultant Timothy McNeill, includes senior leaders from community-based organizations, health plans, health systems, and national associations. Federal agency leaders are also engaged as liaisons to the Partnership. According to Simmons, “This group offers a unique collective commitment to transformation and to seize upon this opportunity to effect meaningful alignment of health care and social care systems. The synergy of this collaborative will ultimately impact positive health outcomes for the neediest in communities across the country.”
Leading the Way on Aligning Health and Social Care The Partnership aims to align with the Centers for Medicare and Medicaid Services’ (CMS) Innovation Center Strategy Refresh. It aspires to support health and social care delivery system transformation through the evolution of a sustainable, community-centered social care delivery system that enables value-based care. To succeed, this delivery system must have shared governance, sustainable financing, multi-stakeholder accountability, 36
and supportive policy changes at the federal, state, and local levels. As McNeill observes, “The shift to value-based care will not be achieved unless sustainable models of SDOH delivery are implemented. The work of the Partnership to Align Social Care…is an essential component of the CMS Strategy Refresh to achieve Health Equity for all vulnerable populations.” This work lies at the very heart of Partners’ mission for over 24 years. Today, the importance of addressing the social determinants of health as a pathway to improve health outcomes is taking hold across California and nationally. “Social and environmental factors have a profound effect on long-term health, and interventions to address social determinants of health are essential to achieve better health outcomes and an equitable health system,” explains Partnership member Ji Im, MPH, System Senior Director, Community and Population Health at CommonSpirit. “Underinvestment in these interventions has led to a rise in unmet needs and resulting disparities, particularly among older low-income adults in underserved communities. This is the problem the Partnership aims to solve.” The work of the Partnership will support the growth of CBO networks that can act as equal partners to health care organizations and create a social care system that ensures the holistic needs of beneficiaries are met. This proposed shift will be difficult to achieve unless sustainable models of social care delivery are implemented.
Building Sustainable CBO Network Capacity Beginning in early 2022, Partnership members, joined by additional experts, including government liaisons and thought leaders, convened workgroups to address priority issues that are central to a fully aligned health and social care system, including: 1. Core competencies and an approach for qualifying CBO networks; 2. Encouraging widespread use of existing and proposed billing codes; 3. A streamlined contracting process between health systems, payers, and CBOs; 4. Common IT security and interoperability standards; and 5. Enabling organization and financing strategies for sustainable CBO network infrastructures.
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Envisioning the Ideal State
Aligning Social Care Planning Committee Member Roster
The Partnership will produce and drive adoption of resources and tools across stakeholders that build the capacity of CBO networks to
Co-Chairs: Timothy McNeill and June Simmons** AgeSpan Jennifer Raymond Chief Strategy Officer
deliver health-impacting social care, as well as to co-design common standards for effective
Aetna CVS Health Luke Barnhill Manager of Strategic Planning
and sustainable partnerships between CBO networks, health plans, and health systems.
RJ Briscione Senior Director, Social Determinants of Health Strategy & Execution
Concurrent with the workgroup activities, Partnership members, in consultation with other key experts, will produce a written framework
Anthem, Inc. Shantanu Agrawal, MD Chief Health Officer
that reflects a balanced, common vision for achieving an “ideal state” of health and social care alignment. This framework will include: • Key system attributes relative to
Merrill Friedman Regional Vice President, Inclusive Policy and Advocacy Pamme Lyons-Taylor VP/Chief Community Health Officer
experience for individuals in need • Financing options for system and
Lisa Watkins Health Policy Director
services • Workforce needs • Quality and accountability
Camden Coalition of Healthcare Providers Mark Humowiecki Senior Director
processes • Policy and technology enablers Stages of transformation are being
Kathleen Noonan CEO
identified to illustrate the pathway to an ideal state of alignment where CBO networks are equal
Centene Corporation Haleta Belai Senior Director, Social Determinants of Health Innovation
partners to health care entities and all work collaboratively across a community to improve health outcomes.
Chris Priest Vice President, Medicaid Solutions 38
CommonSpirit Health Ji Im System Sr. Director, Community and Population Health
Partners in Care Foundation June Simmons CEO** Ester Sefilyan Vice President, Network Services
Detroit Area Agency on Aging Ronald Taylor President & CEO
Rush University Robyn Golden Chairperson, Department of Social Work
Epiphany LLC Dr. Matt Longjohn Chief Executive Officer
UnitedHealthcare Alexander Billioux, MD Vice President, Social Determinants of Health
Humana Abbie Gilbert Associate Director, Population Health
Andy McMahon Vice President, Policy/Health and Human Services
Andrew Renda, MD Vice President, Bold Goal and Population Health Strategy
USAging Marisa Scala-Foley Director, Aging and Disability Business Institute
Will Shrank, MD Chief Medical Officer Independent Consultants Kyle Allen, DO
Federal Liaisons Kelly Cronin Deputy Administrator, Administration for Community Living (ACL)
Timothy McNeill Freedmen’s Health** Independent Living Research Utilization Richard Petty Co-Director
Kristie Kulinski Team Lead, Office of Network Advancement (ACL)
Mid-America Regional Council James Stowe Director, Aging and Adult Services Ohio Association of AAAs Larke Recchie Chief Executive Officer
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DIAMOND SPONSOR
Make a difference Aetna® is proud to support the Partners in Care Foundation’s 22nd Annual Tribute Dinner. Congratulations to tonight’s honorees, Arthur M. Southam, MD and Sachin H. Jain, MD.
©2022 Aetna Inc.
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DIAMOND SPONSOR
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Their leadership is our inspiration.
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DIAMOND SPONSOR
Great leaders don’t just lead — they inspire. The 160,000 employees and physicians of CommonSpirit Health® congratulate Arthur M. Southam, MD, and Sachin H. Jain, MD, some of our community’s most inspiring leaders. Their commitment, integrity, and excellence are a model to us all.
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DIAMOND SPONSOR
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PLATINUM SPONSOR
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Health Net salutes Partners' 2022 Tribute Honorees Arthur M. Southam, MD and Sachin H. Jain, MD. Providing communities with affordable health coverage for more than 40 years.
Health Net is a registered service mark of Health Net, LLC. © 2022 Health Net of California, Inc. and Health Net Life Insurance Company are subsidiaries of Health Net, LLC. All rights reserved.
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PLATINUM SPONSOR
Celebrating inclusive care and compassion Congratulations to tonight’s honorees, ARTHUR M. SOUTHAM, MD and
SACHIN H. JAIN, MD Keck Medicine of USC and the Keck School of Medicine of USC proudly support the Partners in Care Foundation and its ongoing work to transform health care in California
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PLATINUM SPONSOR
Providence.org/SoCal
Creating healthier communities, together. Providence salutes Partners in Care Foundation Honorees
Arthur M. Southam, MD and Sachin H. Jain, MD
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Spencer Stuart recognizeS
Great
Leaders
It’s our mission
Spencer Stuart congratulates this year’s Partners in Care Foundation honorees for the work they are doing to transform healthcare: Arthur M. Southam, MD Vision & Excellence in Healthcare Leadership Award
Sachin H. Jain, MD Champion for Health Award
www.spencerstuart.com
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We congratulate Arthur M. Southam, MD, Executive Vice President Health Plan Operations and Chief Growth Officer, Kaiser Permanente on being the recipient of the Vision and Excellence in Healthcare Leadership Award. It is our pleasure to support Sachin H. Jain, MD President & Chief Executive Officer, SCAN Group and SCAN Health Plan on being the recipient of the Champion for Health Award. Thank you for your many contributions to health care. www.deloitte.com
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The Marciniak Family and Let California Kids Hear are honored to join Partners in Care in recognizing a humanitarian healthcare leader of our time -
ARTHUR M. SOUTHAM, MD
Every year 1,000 children are born deaf or hard of hearing in California. When children have timely access to hearing aids and pediatric audiologists: babies can develop at the same rate as their hearing peers; toddlers can hear their parents talk, read and sing enabling them to meet critical developmental milestones; and school-aged children have full access to instruction in the classroom to learn. Learn how you can help children hear and connect with their world. www.letcakidshear.com
Sponsored by Richard and Barbara Marciniak
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SILVER SPONSOR
We proudly support
Partners in Care Foundation And Congratulate the 2022 Recipients of The Vision & Excellence in Healthcare Leadership Award
Arthur M. Southam, MD
EVP, Health Plan Operations & Chief Growth Officer Kaiser Permanente and The Champion for Health Award
Sachin H. Jain, MD President and CEO SCAN Group and SCAN Health Plan Many thanks for your commitment to quality affordable healthcare and your efforts in reducing healthcare disparities
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SILVER SPONSOR
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SILVER SPONSOR
With great enthusiasm, I write in support of Sachin Jain’s Champion for Health Award. I have known Sachin for nearly two decades, and I have long admired him as one of the truly glowing emerging leaders for needed changes and
improvement in the American health care landscape. When I was appointed Administrator of the Centers for Medicare and Medicaid Services in the
Obama Administration, I was fortunate to be able to recruit Sachin as my
Special Assistant – he was at the time serving admirably in a similar role at
the Office of the National Coordinator– and I proceeded to enlist his help in a series of challenging programmatic and personnel initiatives. He became key
in the establishment of the new Center for Medicare and Medicaid Innovation. He took the lead in identifying candidates for several crucial high-level
positions within CMS. I turned to him often for confidential advice. In this
work, Sachin’s exceptional judgment, intrepid energy, and peerless network of colleagues and friends were continually evident.
Sachin’s commitment, social conscience, and skills have characterized
his leadership at CareMore and now at SCAN. He brings imagination and boundary-crossing inventiveness to his work. For example, his focus on
loneliness and isolation as threats to health and well-being has made him a
national thought-leader on those topics, and well as an exemplar of how to take concern into action.
Sachin inspires me. His ability to remain optimistic in difficult passages, and to
see the way through is extraordinary. He is courageous, as well. I have seen him speak truth when it was neither comfortable nor easy to do so.
Health care needs leaders like Sachin – devoted to being a “champion for
health”– and his example is a beacon. He richly deserves this recognition. With warm regards,
Donald M. Berwick, MD, MPP
President Emeritus and Senior Fellow Institute for Healthcare Improvement
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Partners in Care Foundation sincerely thanks our 2021/2022 supporters Supporters $5,000 and above AARP and Adriana Mendoza
Cedars-Sinai
Accenture
Charles R. Drew University of Medicine and Science
Adventist Health Aetna Better Health Ahmanson Foundation AltaMed American Hospital Association American Specialty Health America’s Health Insurance Plans
Children’s Hospital Los Angeles Cigna CommonSpirit Health Confidence Foundation Molly Coye Cathi Cunningham and Deloitte
America’s Physician Groups
Marta Fernandez and Jeffer, Mangels, Butler, and Mitchell LLP
Ann Peppers Foundation
Richard and Nancy Flores
Anonymous
G. J. Sullivan Co., Reinsurance
Anthem Blue Cross
Good Hope Medical Foundation
Archstone Foundation
Edna & Tom Gordon and the Don Levin Trust
Arent Fox Schiff Beacon Healthcare Systems Blue Shield of California Cain Brothers & Company LLC California Community Foundation California Hospital Association California Wellness Foundation
Frances Hanckel, Sc.D. The John A. Hartford Foundation Health Net Hooper, Lundy & Bookman, PC Kaiser Permanente Katherine A. Kirchhoff
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Keck Medicine of USC and Keck School of Medicine of USC W.M. Keck Foundation KeyGroup and Gordon Johnson L.A. Care Lilly
QueensCare Earl Racine Ralph M. Parsons Foundation Ruby Family Foundation SCAN Group and SCAN Health Plan Jack & Carissa Schlosser
Los Angeles Water & Power Employee Association, Inc.
Shay Family Foundation
Marciniak Family Trust
June Simmons and Jody Dunn
Martin Luther King Jr., Community Hospital
Drs. Arthur M. Southam and Beezie Daly
MedPOINT Management and Health Care LA, IPA
Spencer Stuart and Jennifer & Marc Heenan
MemorialCare Health System
Startup +Health and Jamey Edwards
The Mericos Foundation
Dr. Eric A. Strom and Eileen Goodis Strom
Stephen T. O’Dell OneLegacy Pacific Western Bank PhRMA PIH Health Preferred IPA of California Prospect Medical Holdings, Inc. Providence St. Joseph Health
SuperCare Health Titanium Healthcare UCLA Health UniHealth Foundation United Way of Greater LA Union Bank Whittier Trust WISE Healthcare and HubMD 71
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Representing the healthcare industry in all aspects of labor and employment law, and in internal investigations and government investigations. Marta M. Fernandez, Esq. | Email: MMF@JMBM.com | Tel: 310.201.3534
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Lilly proudly supports Partners in Care Foundation and congratulates the 2022 honorees: Arthur M. Southam, MD Executive Vice President Health Plan Operations and Chief Growth Officer, Kaiser Permanente Vision & Excellence in Healthcare Leadership Award
Sachin H. Jain, MD President & Chief Executive Officer, SCAN Group And SCAN Health Plan Champion for Health Award We thank you for your commitment to transforming healthcare.
Lilly unites caring with discovery to create medicines that make life better for people around the world. www.lilly.com
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Congratulations to this year’s Partners in Care Foundation honorees, Arthur M. Southam, MD, recipient of the 2022 Vision & Excellence in Healthcare Leadership Award, and Sachin H. Jain, MD, recipient of the Champion for Health Award. We are honored to support Partners and these dynamic leaders in the work they are doing to transform healthcare for all.
Warmest wishes, Jack and Carissa Schlosser and family
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WISE Healthcare and HubMD are honored to recognize Dr. Southam’s and Dr. Jain’s long dedication and unwavering commitment to healthcare and public health and thanks to Partners in Care for working to support underserved communities over the last twenty years.
www.WISE.healthcare
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2022 Board of Councilors Co-Chairs
Lloyd H. Dean Chief Executive Officer
Lloyd Bookman, JD
CommonSpirit Health
Founding Partner
Diana Dooley
Hooper, Lundy & Bookman, PC
Consultant
Robert W. Lundy, Jr., JD Founding Partner
David Feinberg, MD, MBA
Hooper, Lundy & Bookman, PC
President and Chief Executive Officer Cerner Corporation
Members
George Halvorson
Barry Arbuckle, PhD
Chair and Chief Executive Officer
President and Chief Executive Officer
Institute for InterGroup Understanding
MemorialCare Health System
Rod Hochman, MD
John Baackes
President and Chief Executive Officer
Chief Executive Officer
Providence St. Joseph Health
L.A. Care Health Plan
Yoshi Honkawa
Elaine Batchlor, MD, MPH
Consultant
Chief Executive Officer
Cedars-Sinai
MLK Community Healthcare and
Thomas Jackiewicz, MPH
MLK Community Hospital
President
Kathleen Brown, JD
University of Chicago Medical Center
Partner
Sachin H. Jain, MD, MBA, FACP
Manatt, Phelps & Phillips, LLP
President and Chief Executive Officer
Carmela Coyle
SCAN Group and SCAN Health Plan
President and Chief Executive Officer
Howard Kahn
California Hospital Association
Chair
Donald Crane
Physicians for a Healthy California
Executive Vice President of
Francine Kaufman, MD
Healthcare Transformation
Chief Medical Officer
Babylon Health
Senseonics
Cástulo de la Rocha
Hyong (Ken) Kim, MD
President and Chief Executive Officer
Chief Executive Officer
AltaMed Health Services Corporation
Giatros Health
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Robert Margolis, MD
Paul Torrens, MD, MPH
Chief Executive Officer Emeritus
Professor Emeritus
HealthCare Partners
UCLA Fielding School of Public Health
Allen Mathies, MD
Robert Tranquada, MD
Former Chief Executive Officer
Professor Emeritus
Huntington Hospital
University of Southern California
J. Mario Molina, MD
Steve Valentine
Board Chair & Co-Founder
President
United States of Care
Valentine Health Advisers
Laura Mosqueda, MD
Partner Guidehouse Consulting
Professor of Family Medicine,
Chris D. Van Gorder, FACHE
Geriatrics, and Gerontology Keck School of Medicine of the
President and Chief Executive Officer
University of Southern California
Scripps Health
(USC)
Paul S. Viviano
USC Leonard Davis School of
President and Chief Executive Officer
Gerontology
Children’s Hospital Los Angeles
Richard Norling
James R. West
Senior Fellow
System President and Chief Executive
Institute for Healthcare
Officer
Improvement (IHI)
PIH Health
Thomas Priselac President and Chief Executive Officer
In Memoriam
Cedars-Sinai
C. Duane Dauner
Martha Santana-Chin
Special Adviser,
Medi-Cal President
Former President/CEO
Health Net
California Hospital Association
Arthur Southam, MD, MBA, MPH
Leeba Lessin
Executive Vice-President, Health Plan
Former President
Operations & Chief Growth Officer
CareMore
Kaiser Permanente
James E. Ludlam, JD Of Counsel Musick, Peeler & Garrett 95
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Leading the Way on Aligning Health and Social Care We are health leaders, CBOs, and other partners committed to co-designing a strategy enabling successful partnerships between health care organizations and networks of CBOs delivering social care and social services. We support healthcare and social care delivery system transformation to align with CMS’ Innovation Center Strategy Refresh through a sustainable, community-centered social care delivery system that promotes value-based care.
Interested in learning more? Info@Partnership2ASC.org www.Partnership2ASC.org Phone: 818-408-5270 732 Mott Street, Suite 150 San Fernando, CA 91340
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Driving alignment between social care & health care
Partners in Care Foundation 1997–2023 Please plan to join us at next year’s Tribute Dinner and kickoff to our Silver Anniversary celebration.
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