Meet the Health Care Team
INCompliance consultants have decades of experience within the health care industry, navigating the issues that are critical to today’s providers, health plans and related entities. Because most of our consultants are attorneys, we combine legal knowledge with a deep understanding of health care operations. Offering practical advice and effective solutions to complex compliance issues, we have become trusted advisors to satisfied clients across the country.
Catherine focuses on the day-to-day operations of a variety of health care facilities, as well as those facilities’ dealings with administrative agencies, private accrediting agencies and court proceedings. She works with clients in the areas of hospital/medical staff integration, quality assessment/performance improvement/peer review; medical staff/AHP governing documents; Medicare conditions of participation and private accreditation; physician recruitment/employment; provider scope of practice; and general patient care.
Jim has earned a statewide and national reputation as a leading legal advisor in health care law. His experience includes transactional, regulatory and governance matters, specifically relating to reimbursement, executive compensation, health planning and long-term care. He is also a leader in the industry on complex health care topics, such as federal and state regulatory issues; fraud and abuse; False Claims Act; certificate of need; community health needs assessments; and Medicare and Medicaid reimbursement.
David focuses on a wide variety of health care compliance issues, 340B drug program compliance and operations, and pharmacy compliance and operational issues. He assists clients with a variety of issues related to the 340B program and conducts audits of those programs as an INCompliance consultant. David is a speaker and author on health care compliance topics and the vice chair of the American Health Lawyers Association Accreditation, Certificate and Enrollment Affinity Group.
Steve Kleinman works closely with hospital and physician leadership to address a broad array of medical staff, credentialing, peer review and quality improvement issues. His work includes assisting hospitals with the implementation of peer review programs for hospital-owned physician groups to create effective peer review processes and creation of pathways to share peer review protected information between hospitals and hospital-owned physician groups. He also advises hospice, long-term care providers and developmental disability service providers regarding regulatory and day-to-day operational issues.
Avery’s experience includes medical staff and privileging issues, physician and advanced practice provider employment agreements, and issues surrounding Medicare cost apportionment, Stark, false claims, anti-kickback and beneficiary inducement laws. Having worked with complex health care contracts and agreements, Avery has been involved with a health care system’s million-dollar acquisition. Likewise, she is familiar with HIPAA regulations and regulatory compliance orders, as well as matters related to clinical research.
Chris is an attorney-consultant with INCompliance with more than 12 years of experience working with hospitals and health plans on a variety of compliance matters. Chris has conducted numerous general compliance audits and investigations for clients ranging from small, rural hospitals to major health plans. In addition to assisting hospitals and health plans to address a wide array of HIPAA compliance issues, Chris provides on-site HIPAA compliance training to hospital and health plan staff, conducts investigations of potential breaches of Protected Health Information, and performs general and focused HIPAA compliance audits and assessments. He is a frequent speaker on HIPAA, the HITECH Act, and general compliance topics.
Chris has provided consultation to various state agencies on health care matters, health care providers on planning and regulatory matters, and Ohio’s Executive Branch on state long-term care policy matters. She provides expert testimony and offers presentations on Community Health Needs Assessment, Certificate of Need and cardiac catheterization and cardiovascular surgery service requirements. She has conducted Community Health Needs Assessments since enactment of the requirement under the Affordable Care Act and has conducted cardiac catheterization service reviews for compliance with state regulations. As director of Ohio’s Certificate of Need and Health Care Services programs from 1997-2009, she prepared legislation and developed policy directives to address standards for cardiac catheterization and cardiovascular surgery services, community needs, and the safe and effective re-distribution of long-term care beds, including developing and introducing the long-term care bed need methodology currently in use in Ohio. She is instrumental in effecting facility and long-term care bed right transactions. Chris works with provider associations, industry groups, state agencies, and providers on various health care regulatory matters.
Jeremy regularly assists hospitals and other health care providers in a variety of operational, transactional and regulatory matters, focusing on medical staff, credentialing and peer review issues. He has significant experience advising physician leaders regarding corrective action investigations, fair hearings and the development of effective peer review processes. Jeremy previously served as in-house counsel at a tertiary care, regional referral center in northern Kentucky. In that role, he gained substantial experience in day-to-day hospital operations that he now utilizes to assist his clients.
Diane is an experienced attorney and consultant, advising in the areas of 340B compliance and general health care compliance. She is a frequent speaker on a variety of health-related topics, including the 340B program, current Office of the Inspector General investigations of health care providers, employee education and organizational compliance programs.
Shannon’s work with clients emphasizes health care compliance, and regulatory matters. She previously served as a senior counsel in the Office of Counsel to the Inspector General, U.S. Department of Health and Human Services and has also served as a chief compliance officer for a health system. Shannon works with health care providers to conduct compliance audits and internal investigations, assists in implementing corporate integrity agreements (CIAs), creates new compliance policies and procedures, develops training materials related to compliance matters, and reviews compliance program policies and procedures for consistency with OIG provider compliance guidance and CIA requirements.
Addison has experience reviewing and assessing documents related to health care organizations’ general and HIPAA compliance programs, including policies and procedures and other related documents and forms. His previous experience includes working as a legal intern at a nationally-ranked children’s hospital, where he researched and wrote on a variety of HIPAA and general compliance-related topics.
Allen has over 15 years of experience assisting hospitals and health systems on compliance issues, specifically including HIPAA. Allen previously served as in-house counsel for a large, fully-integrated health system. He provides a wide range of HIPAA privacy and security compliance consulting services, including full and focused audits, breach investigations, assistance with OCR compliance investigations, policy drafting and implementation, and workforce training. Allen is a frequent speaker and author on HIPAA compliance issues and has participated in the development of INCompliance’s online HIPAA self-assessment compliance program.
Kim reviews, revises and develops medical staff governing documents and advises clients with respect to medical staff/APP credentialing, appointment and privileging practices consistent with applicable laws, rules, regulations, accreditation standards and industry best practices. She also advises on Medicare provider enrollment matters, telemedicine credentialing by proxy issues, physician/pharmacist consult agreements and related matters.
Bette has more than 30 years of experience in the health care industry and has served as regional general counsel to a national managed care plan and integrated delivery system. She has extensive experience with developing HIPAA compliance programs, staff education and training, breach investigations and compliance audits, and has consulted with health care systems, health plans, self-insured employers and business associates on virtually all aspects of HIPAA privacy. Bette is the co-author of INCompliance’s online HIPAA self-assessment program. Additionally, she is a frequent national speaker on insurance regulatory and privacy issues.
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