Donna’s experience ranges in healthcare from clinical to operational to financial, as well as leadership development for any industry. Her expertise, refined through more than two decades working in the healthcare field, includes revenue cycle management, healthcare consulting, leadership development, billing and coding, compliance, data analytics, policy and procedure development, training and management.
Donna’s passion is making office operations and companies more efficient, developing leaders within the organization, and overall improving the bottom line. She consults with Legacy Consulting clients to review and recommend changes for front and back office processes as well as financial analysis, due diligence for mergers and acquisitions and business development strategies. Her vast experience includes staffing, all aspects of revenue cycle management, patient intake, insurance and charge entry as well as claim submission, cash posting, accounts receivable, billing integrity audits, contract renegotiations, practice management and EHR system implementations and more. She reviews and trains clients in billing, coding and compliance, making sure that record and verify systems are used to their full potential. Donna brings years of experience as a former VP of Revenue Cycle Management for 650 physical therapy clinics. Her background includes the supervision of 8 regional CBOs and 450 employees. Among Donna’s top achievements is increased net revenue for organizations, decreased denial rates, reduced charge error rates, implementation of business office policies and procedures that decreased accounts receivable timeframes, contract renegotiations resulting in improved reimbursement and much more.
In addition, Donna is experienced in managing physician and hospital billing and account receivables. She is also proficient in charge master (CDM) set-up and management. She understands the denial management process, identifies payer challenges, performs root cause analysis and interprets and ensures compliance guidelines are followed, according to federal regulations.
As a certified member of the John Maxwell team, Donna also focuses on growing leadership teams through one-on- one coaching, business coaching, Master Mind study groups, and Lunch n’ Learns. She has a passion to grow leaders to help businesses succeed. She truly believes that “leadership ability is the lid that determines a person’s level of effectiveness.” The higher you want to climb, the more you need leadership. The greater the impact you want to make, the greater your influence needs to be. Donna and two of our other John Maxwell certified team members, David White and Carissa Horton, offer speaking, training, coaching to our clients to help them grow leadership teams.
In 2013, Donna decided to transform her passion into a business. Since opening Legacy Consulting with just three staff members, Donna has grown Legacy into a thriving business, helping clients in numerous states to transform processes and improve the bottom line. Now with over thirty employees and counting, as of the Summer of 2016, Donna hopes to make your business’ success part of her Legacy. “At Legacy, we Lead, Evaluate, Grow and Create Your Legacy. Let us help you, Simplify the Complex!”
Jennifer brings a wide variety of skills to Legacy Consulting. As a Senior Revenue Cycle Consultant, she is a project manager, systems implementation specialist, reimbursement supervisor for multiple client teams. Jennifer has managed practice management and EHR system implementations and file maintenance support at hospitals, clinics, and physician practices across the country. Her experience includes day-to-day financial and clinical system functionality, reporting, financial analysis, as well as back-office billing, file maintenance, end-user training and training documentation. She also has oversight over numerous clients for which Legacy performs medical billing services. Jennifer is also involved in the back-end marketing efforts including creating graphics, videos and marketing materials for the company, as well as updating the weekly blog and working with the company’s social media outlets.
Jennifer has worked extensively with a wide variety of EMR and medical billing systems including eClinical Works, Greenway, Allscripts, RainTree, Healthland, NextGen Ambulatory and NextGen Financials/Clinicals for hospitals, Misys PM and Medical Manager. She is passionate about troubleshooting for her clients in whatever capacity they need and helping them to be more effective. Jennifer considers their success, her success.
Sally’s role at Legacy consists of numerous client projects – such as revenue cycle assessments, billing integrity audits, process improvements and much more. With over 7 years of experience in the healthcare consulting field, Sally previously served as the Director of Quality for the Alabama Hospital Association and as a Lean Leader for Baptist Health System in Birmingham, AL. Utilizing Lean tools and concepts, she has been involved with various projects, across both hospital and physician office settings, that focus on reducing waste, improving efficiency and, ultimately, increasing process value. She is passionate about helping clients through change management and seeing positive impacts to their bottom line. Sally has been extremely successful helping clients find their pain points through reporting in numerous EHR systems. She then works with them to find the answers to these challenges to lead each client through to successful change. Sally also has extensive experience with data collection, data analysis and reporting, and more importantly, utilizing data to change processes and create a culture of continuous improvement.
Sally was born and raised in Montgomery and then received her BS from Auburn University and her MBA in Supply Chain Operations Management from the University of Alabama. She enjoys being back in her hometown with her husband, Raley, and their two daughters, Emily and Virginia.
With more than 9 years of revenue cycle and technology experience, Carissa specializes in revenue cycle management, claims submission for accuracy and compliance, bookkeeping and much more. She has also worked in Information Technology as a Systems Analyst. As a Revenue Cycle Consultant and member of the Legacy Consulting team, she has extensive experience working in the healthcare reimbursement field, dealing with hospitals, physician practices and physical therapy offices. Additionally, Carissa has assisted with practice management and EHR system implementations, training and file maintenance support for healthcare practices across the Southeast. She supports clients with processes and procedures that ensure optimum reimbursement for services performed while ensuring compliance with industry regulations. Carissa’s multiple strengths include attention to detail, understanding of workflow processes and creative thinking.
Carissa is also a certified John Maxwell speaker, trainer, and coach. She can offer workshops, seminars, keynote speaking, and coaching, aiding personal and professional growth through study and practical application of John’s proven leadership methods. Working together, she will move you and/or your team or organization in the desired direction to reach your goals.
Jonathon is the Operations Manager for Legacy Consulting Services. His oversight and office management abilities help Legacy as well as our clients to succeed. Jonathon believes that obtaining operational maximum efficiency is key to any organization. His philosophy of eliminating inefficiencies and pursuing best business practices is part of his success. Jonathan joined the company three years ago. Mastering the dental processes including payment posting, claims submission, he has moved into an Operations Manager role. Jonathon has been a critical part of our company’s focus to recruit and find qualified employees, streamlining our employee onboarding process, facilitating faster payroll processes while working on new client projects. Jonathan has taken on each new challenge and has flourished with each new role.
His role also now includes staffing and recruiting, business development, marketing, social media development, human resources, and bookkeeping. He has a passion to lead the office with excellence and ensures a positive work environment.
Jonathan lives by a quote from Vince Lombardi; “Perfection is not attainable, but if we chase perfection, we can catch excellence.” Jonathan has quickly become a leader for Legacy that everyone can rely upon.
David has been in education for 25 years. He started out as a teacher, then moved into roles as an assistant principal and then principal before he went back into the classroom. As a teacher and an administrator he learned he could lead even when he wasn’t the true leader. He understands the importance of organizing people around their abilities and interests, which is why he became a certified Independent Coach, Teacher & Speaker with the John Maxwell team.
Josh, a Montgomery native and a graduate of Highlands College, is keenly focused on developing leaders and creating a healthy business culture. Josh’s number one focus is to do all things with integrity, no matter the personal cost. As the Culture Consultant at Legacy, Josh provides IT support, oversees online mediums, develops leaders, and assists with new employee onboarding and revenue cycle client projects. Josh’s hope at Legacy is that he could add value to every client and colleague that he interacts with. When he’s not working, Josh likes brewing pour-over coffee and taming his miniature lion, Cosmo.
At Legacy, we are passionate about developing customized strategies and solutions that positively impact your bottom line. We understand that each practice has a unique set of challenges they face. We work with you one-on-one to ensure we thoroughly understand your business model to provide you the best possible solution to improve your office's efficiency. Through excellent character, influence and a passion that drives us to be successful for you and your group, let us help you surpass the usual limits by providing resources who can work with your team to create a Healthcare Legacy that will last a lifetime, and beyond.