Carl Patten, JD, MPH

Provide strategic insight to Artificial Intelligence enabled patient engagement platform.

Recruited by CEO of Aegis Medical Group (87-employee, 5-location physician network) to build legal frameworks necessary to support growth. Facilitated rapid expansion to 16 locations with more than 450 employees, as well as 2020 creation of parent company Lakeview Healthcare Enterprises and of holding company Lakeview Investment Group (now with 6 subsidiaries). Corporate Reorganization and Positioning: Partner with board and C-suite to position build organizational infrastructure, including building legal frameworks (corporate governance, real estate, insurance, and risk management), compliance frameworks (state and local business and healthcare licensing), and preparing for financial review (shift from cash to accrual accounting and quality of earnings assessments) and negotiation of corporate debt instruments.

Corporate Governance and Corporate Transactions: Created Delaware holding company and reorganization of Florida subsidiaries to more efficiently operate and execute deals. Led 4 stock or asset acquisitions of highly regulated healthcare providers, from doctor’s offices to ambulatory surgery center. Created single-purpose LLCs for real estate holdings, and leading due diligence of $2 million in purchases and redevelopment projects. Crisis Management Related to Data Breach: Led cooperation with federal investigation of potential employee malfeasance, internal investigation and remediation, partnership with PR to create press releases and website disclosures, preparation of required submissions to HHS and 16 state regulatory agencies, and communications with federal and state regulatory agencies—ultimately avoiding regulatory fines, corrective action, litigation, and settlements.

Recruited to 21,000+ employee, 17-hospital system in Colorado and Western Kansas, formed as JV between two faith-based health systems. Navigated multiple leadership changes. Recruited into newly created function focused on patients with legal issues (e.g., mental capacity) impacting safe discharge from hospital facilities. Saved $500,000 in first 6 months. Functional and Organizational Leadership: Acted as interim executive director for 13 months of a primary care clinic for Medicaid patients, integrating dental services. Acted as interim leader of Mission Integration for five months, overseeing 50-member team. IRS Reporting Compliance: Built culture of compliance with hospital CFOs and corporate C-suite to protect non-profit status, including creation of IRS reporting framework, training on reporting requirements and processes, quality control of reporting, and other measures to address deficiencies found in internal audits. Partnered with tax team on mandatory reporting to the IRS to maintain non-profit status. Community Benefits Program: Led 6-month community needs assessment process, coordinating with C-suite of 17 hospitals and 5 professionals to develop individual assessments for each hospital. Finalized and published report to the public, used as a foundation to create programs to address these needs. Worked with PR team to publicize programs. Ethics Training: Collaborated with hospital leadership to design and give updated, organization-wide training ethics training to 900+ employees.

Successfully brought outsourced evaluation of $2 million program in house; increased the response rate by 60%; captured quantitative and qualitative data to demonstrate return on investment; and incorporated input of Foundation board members and staff to produce a more informative evaluation tool. Rolled out and implemented evalutation strategy of Build Healthy Strong Communities program that immediately produced more robust data and higher response rates. Oversaw and produced quantitative and qualitative research to inform the launch of major giving initiatives Led overhaul of departmental performance metrics Developed and managed research and evaluation initiative to assess the effectiveness of corporate foundation giving and corporate social responsibility program Collaborated with internal staff and external partners to create evaluation metrics Communicated research and evaluation findings to internal executive staff and external audiences

Promoted by GC and VP for ability to partner with executive team. Managed policy analyst. Launched student internship program. Reported to SVP of Public Policy and Community Affairs, a former U.S. Congressman. Risk Assessment and Public Policy Strategy: Led upgraded, 7-member Public Policy Development Team, including Chief Medical Officer, Chief Strategy & Marketing Officer, General Counsel, and SVP of Business Operations. Identified emerging regulatory and operational risks—including, but not limited to, telemedicine, drug pricing, and coverage mandates. Worked with cross-functional partners throughout the company to investigate and evaluate risk, prioritize, and advise senior leadership. Wrote analysis submitted to the Board, including strategic imperatives, ultimately incorporated into company’s 5-year strategy and lobbying tactics. Creation of 2013 Comprehensive Public Policy Agenda: Led 4-month project to develop and draft 20+-page policy statement, “Blueprint for a Healthier Florida,” addressing health care services cost, delivery and consumer engagement to facilitate industry transformation to prioritize preventive care. Partnered with approximately 15 cross-functional employees, including IT and brand / marketing, on policy statement and accompanying website.

Promoted to newly created role. Reported to VP of Public Policy and Regulatory Affairs. Managed $2 million in grants related to childhood obesity initiative. Response to 2010 ACA: Advised C-suite on legislative proposals leading to the 2010 Affordable Care Act—including rate tariffs, modified risk adjustment, and Medicaid payments and administration—and their potential impact on business operations and finances. Worked with compliance, actuarial, sales, IT, call centers, operations, and other teams to understand proposed regulations for implementation. Trained 2000+ employees, from VPs to sales. Gave 30+ ACA training presentations to chambers of commerce, industry associations, public employee unions, third-party administrators and their corporate or institutional clients, and others.

Recruited to join then 10,000 employee BlueCross BlueShield of Florida, was one of only two policy analysts. Wrote positions used by lobbyists to defeat state bills that would have cost $150 million annually. Reported to VP of Public Policy and Regulatory Affairs.

Classes taught include: Health Care Policy and Health Care Law and Ethics

Staffed W.K. Kellogg Foundation funded program and represented consumer advocates in communities in Kansas, Missouri, New Jersey, North Carolina, Oregon, Vermont and West Virginia to preserve the presence of non-profit health plans and hospitals or to secure resources of medically underserved populations in conversions and hospital bankruptcy. Secured $35 million for funding of health care foundations.