2001-07-23 Regular Meetingi
MINUTES OF THE REGULAR MEETING OF THE
PROVIDENCE KODIAK ISLAND MENTAL HEALTH CENTER ADVISORY BOARD
Monday, July 23, 2001
Meeting Called to Order
The meeting was called to order by Vice -Chairperson Pam Foreman at 5:37PM in the
Providence Mental Health Center Group Room.
II. Roll Cali
Members Present
Members Absent
Pam Foreman
Jody Burcham
Romegio Marasigan
Thia Falcone
Dave Davis
Steve Honnold
Lord Doyle
Karen Perkins
Darlene Turner
Cecil Ranney
Staff Present Guests Present
Dr. Welby Jensen Don Roberts
Robin Gardner
Chuck Morris
Karen Bennett
Micky Mummert Crawford
III. Acceptance of the Agenda
Motion: Darlene Turner moved to accept the agenda with amendment to
remove Item B, the acceptance of the July 16 2001 work session/special meeting
minutes which were not ready yet. Rommy Marasigan seconded, and the motion
carried.
IV Approval of Minutes
Motion: Dave Davis moved to accept the minutes of the June 25, 2001 meeting;
Cecil Ranney seconded, and the motion carried. The minutes for the July 16
2001 special meeting were not ready for approval.
July 23 2001 Advisory Board Meeting Minutes 1
V. Staff/ Other Presentations
Robin indicated she had nothing but the Director's Report. Chuck Morris was re-
introduced.
VI. Public Comments
Don Roberts stated he had read the site review, which was almost identical to
the last draft. Mr. Roberts noted one area of concern on the review by reading it
aloud, 'The local mental health board does not participate in the selection of the
agency director. Define the role of the mental health board in this decision
making process. (Administrative Standard #9)." Mr. Roberts continued by
reading the progress notes: "While the advisory board does not have the
ultimate decision -making authority of hiring the agency director, it currently does
have the ability to give formal input in this decision as well as give input into the
formulation and revision of the director job description. Standard met." Mr.
Roberts disagrees that the standard was met, stating the advisory board in fact
does have approval authority. Pam Foreman agreed, stating that was also her
recollection.
Mr. Roberts wished to comment also on the "consumer grievance" issue, on the
waiver of confidentiality note {policy and procedure No. 100.09}, and specifically
the "Waiver of Confidentiality." He suggested the word "medical' should be
replaced by the word "grievance" in that waiver, so that only information pertinent
to that grievance should be released. Pam agreed, and remembered that had
already been discussed, and that the wordage should be corrected. Mr. Roberts
additionally asked that the Kenai Peninsula Independent Living Center be added
to the advocate contact list. Robin indicated that Thia had told her that she
would provide an appropriate list of advocates, but had not yet given same to
Robin.
Mr. Roberts went on to make comments on the Clinical Director Job Description,
and stated that he saw no language in the document stating that the Clinical
Director had to work with the Advisory Board, and that language should be
added, and the same should be true with the Director. With those comments,
Mr. Roberts exited the meeting.
Lord and Rommy both gave Robin their e-mail addresses. Don Roberts also
submitted his e-mail address.
Linda Jackson {not present} submitted a letter to Pam Foreman to be submitted
as a public comment, which was read by all present. The letter is attached and
made part of the minutes of this meeting.
July 23 2001 Advisory Board Meeting Minutes 2
Motion
Lord Doyle moved to accept the public comments; the motion was seconded by
Darlene Turner; said motion passed.
Motion: Darlene Turner asked that the agenda go out of order, and skip to the
Old Business portion of the meeting to go over the policies and procedures.
Darlene made a motion to that effect; Lorri seconded said motion; motion
passed.
IX. Old Business
A. Policy & Procedure Review
Robin informed the Board that Jody Burcham had called and indicated that she
was resigning her position with the Board, and will be submitting a formal letter.
Policy # 100.09: Consumer Grievance: Pam Foreman read point #3, and
asked that the language "working" be added to within five (5) working days.
Robin asked that the language "within that same five-day period" be added at the
end of point #3. Robin suggested the Board not yet adopt this Policy until there
is agreement on Don Roberts' comment, and until Robin and Thia meet to add to
the advocacy list. Robin indicated she also wanted to check on what the State
recommendations were on the issue.
Policy # 400.17: Property Management. Darlene reviewed this Policy, Robin
reviewed those changes recommended and made changes accordingly. Darlene
wanted point #11, section C, to take out the word "paid" in the first line, to now
read: Employees found responsible for damage, theft, or loss of non -expendable
personal property shall be subject to appropriate personnel action and may have
dismissal and/or legal action taken against them, as circumstances warrant. "
Dave Davis stated he is accumulating huge amounts of paperwork, and it is
getting difficult to handle. Robin suggested all Board members bring their
binders to the next meeting on September 10 and Robin and Micky will assist the
Board members with getting their binders up to date. Darlene suggested a
revision date written on the bottom of the policy would be very beneficial also.
Robin said she would start adding the revision date on documents now (but it
would be impossible to go back in time). Pam agreed, stating it has to start
sometime, and now would be good.
Motion
Darlene moved and Lorri seconded that the word "paid" be removed; Dave
clarified that the other changes be incorporated in this motion also. Motion
carried.
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Policy # 400.18: Independent Audit. Darlene revised this policy, and it was
apparent that each change suggested had been implemented into the draft now
before the Board.
Motion:
Lorri moved, and Darlene seconded that these policy changes be accepted.
Motion carried.
Policy # 400.19: Insurance Coverage. Discussion was held regarding the
employee dishonesty bond, and it was agreed it was standard coverage and
should be continued to be included. Pam asked about the inclusion of an Errors
& Omissions policy {E&O}. Darlene stated that if by law the Advisory Board can
determine the Clinical Director's position and the Director's position, there needs
to be an E&O policy; if the Advisory Board can actually hire or fire that could be a
legal issue, so therefore an E&O policy should be in place as that could become
a legal issue. Dave asked Robin to also check on the dishonesty bond, and
whether the property was protected in the "blanket bond". Robin said she would
check on these items.
Policy # 400.20: Changes in Approved Grant Projects. It was agreed no
changes to this policy are necessary.
Motion.
Dave Davis moved to adopt Policy #400.20; Lord Doyle seconded; motion
passed.
Darlene Turner stated she had to leave the meeting, but had a few quick
comments on the job descriptions, stating Nos. 10 and 11 of the director's
position needs to be carried over to the clinical director's position.
Policy # 400.21: Fiscal Management Plan. Robin stated this was pretty "cut
and dried", and is right in line with our grant application that will be submitted.
Thia was to review this policy, but not being present, Robin suggested the Board
present could review and it could be adopted now; if there were additional
changes from Thia, it could be then reviewed and amended at a later date. One
change under the "procured" was to change the word "manager" to "director'.
Motion.
With that change, Lorri Doyle moved to accept; Dave Davis seconded, and the
motion passed.
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Policy # 600.04: Employee Termination — Clinical. Pam recommended
under Procedures, No. 2, "clinical supervisor" should be added, to read: "When
an employee has submitted a resignation, he or she should meet with both his or
her administrative supervisor and clinical supervisor...."
Under Procedures, No. 4, The first sentence will be stricken.
Under "Self Referral", it should now read: ".... With the specific approval of the
Clinical Director based on the clinical needs..." (adding the word "clinical").
Motion.
Cecil Ranney moved to accept Policy #600.04 with those changes; Lord Doyle
seconded; and the motion passed.
Policy No. 600.05: Employee Orientation -Clinical. Under Procedure No. 4, it
should now read: "The Director and Clinical Director are jointly accountable to
ensure that all staff...." , adding the words "clinical director", and replacing
"insure" with "ensure".
Motion.
Lord Doyle moved to accept this policy with the recommended changes; Dave
Davis seconded said motion, and the motion carried.
Policy No. 600.06: Supervisory and Staff Responsibilities. Under the Policy,
replace the word "manner' for the word "ways".
Under the definition, add a period at the end of the sentence after "placement".
Under Procedures, No. 3, the word "and" should replace the word "or".
Under Procedures, No. 4, it should now read: "In situations where clinical/legal
consultation is needed, staff should contact the Clinical Director and Director, or
their designee. If both are unavailable and the situation is urgent, consult the
Assistant Administrator of Providence Health System responsible for the facility."
Under Procedures, No. 5, it should now read: "In the event of a client death, the
Clinical Director and the Director will be informed as soon as possible. If both
are unavailable, the Assistant Administrator of Providence Health System
responsible for the facility will be notified."
July 23 2001 Advisory Board Meeting Minutes 5
Motion.
Dave Davis moved to adopt this policy with the recommended changes; Rommy
Marasigan seconded; the motion passed.
Policy No. 100.11: This policy was not brought to the meeting and therefore
was deferred for discussion until the next meeting.
B. Advisory Board Recommendations of the Clinical Director's Position
Description.
On a side note, Darlene and Dave suggested that point 11 on the Director's
description, should also become point 11 on the Clinical Director's job
description, with the exception of the change "works with the Director..." (taking
out the word "clinical" before the word "director", on both the first and second
sentences), and adding at the end, "and performs other duties as required".
Dr. Jensen brought up a discussion he was involved in that was listed on the last
page, i.e., the "smelling/tasting" category on the working conditions/environment.
He opined the "N" in that category should be changed to an "R" (rarely). Pam
thought that change was appropriate, but that change had to go back to HR in
Anchorage for approval.
On page 3 of the job description, Dr. Jensen suggested that under "Other
Qualifications", American Medical Association (AMA) should be added before
American Psychiatric Association (APA), and again, adding AMA before APA.
Dr. Jensen brought up a policy and procedure that was brought to the Advisory
Board in 1998 that more or less mandated that the Center will work with
everyone and everybody, no matter what the problem is, which he disagreed
with. Robin said she had that right in front of her, and read same into the
record. The gist of this was linking services with other providers, and how and
when to link these services. Pam said this issue might be more appropriate in a
procedure other than under the job description. Point 11 will also be changed to
add "working with the Advisory Board".
Motion.
Lord Doyle moved to accept the clinical director's position description, with the
changes that have been noted on tape and in writing; Cecil Ranney seconded;
motion passed.
Pam brought up the Job Description for Director, PKIMHC, and had a quick
change. This item was not on the agenda. Under A, Job Duties, No. 2, to third
line, beginning with "prepares employee", revise to read" "Prepares in
conjunction with Clinical Director, employee performance evaluations,
July 23 2001 Advisory Board Meeting Minutes
monitors.... ". On the last page, "working Conditions/Environment", again
change the Smelling/tasting" to R, instead of O.
Motion.
Lord Doyle moved to revise said job
seconded that motion; motion carried.
description with those changes; Dave
C. Advisory Board Recommendation of the Clinical Director's Appointment.
Robin reminded the Board that while Dr. Jensen serves in this capacity now, the
Board has never made any formal recommendation to appoint him to the position.
Pam Foreman thought perhaps the old minutes of the meeting recommending Dr.
Jensen to the position should be read; Robin Gardner said that those minutes would
only show that was the Board's intent; but it was apparent the proper motion was
never made, and should be made now at this meeting.
Motion.
Dave Davis moved that it was his recommendation to appoint Dr. Welby Jensen as
the clinical director. Lord Doyle seconded said motion; a hand count vote was
taken, and the motion passed unanimously.
The venue was changed, and regressed to the Director's Report. Pam Foreman
made a recommendation that because some Board members have other
commitments requiring that they leave the meeting by 7 PM at the latest, changing
the regular agenda to have the New Business, then the Old Business, then the
Board Comments, and then the Director's Report be considered. Dave Davis highly
recommended this idea also, and questioned that maybe the length of each meeting
should be limited since some Board members may have to leave early, and
therefore there may not be a quorum after 7 PM, or whenever people have to leave.
Motion. Cecil Ranney moved the venue be changed to move the Director's reports
to before the Board Comments. Lord Doyle seconded; and the motion passed.
VII. Director's Report.
Robin Gardner wished to point out Shannon Brunson would be leaving, and there
is currently ongoing recruitment for two Clinician I's. Robin also reported she and
Chuck Morris have been working with Sister Barbara of St. Mary's addressing the
needs of the Hispanic and Phillipino communities. Robin said she's also working
on the health care access project . Robin has also volunteered to serve on a site
review this fall to assess "how the grass looks on the other side of the fence'.
She stated she will be on leave for two weeks the latter part of August. Robin
also reported the staff picnic will be held at Fort Abercrombie August 11, and
invited all members of the Board to attend. Pam wished to go on record that
she would like to attend but has a prior commitment for that day.
July 23 2001 Advisory Board Meeting Minutes 7
Robin said that client numbers were down significantly in June, she feels this is
primarily due to clinical staff shortages and the fact that Dr. Jensen was on
vacation for a part of the month, but expressed confidence the numbers would
bounce back up. Robin also compared June 2001 numbers to 1999, and
expressed her thought that this was not unusual. Dr. Welby Jensen stated we
were removed from the EAP list at the Coast Guard Base due to the Base
changing their EAP program, and changes to Magellan; we were the only ones
removed, but we are now back on their list.
Robin stated that she and Dr. Jensen were actively recruiting Clinicians, and
expressed confidence these vacancies would hopefully be filled by the end of
August. Pam Foreman stated her concerns especially with the school clinician
position being filled before school starts.
Vill. New Business
No new business was brought forth.
IX. Board Comments
Dr. Jensen expressed his appreciation to the Board members for their
participation, and stated the staff always welcomes input from the Board. Robin
explained the hiring process to the Board at Pam's request. Rom stated he is
learning at every meeting and is looking forward to working with the Board and
learning more. Robin said she would be happy to sit down with Rom and answer
any questions he may have. Pam thought perhaps a Board orientation might be
in order for the strategic planning process planned for this fall. Pam agreed that
even after one year "we're all still learning", and an orientation would greatly help
with familiarization of the Board policies. Robin already provides new Board
members with six months of past meeting minutes but that a copy of Robert's
Rules might also be helpful. All present agreed that this would be helpful.
Dave Davis suggested a new organization chart would also be helpful. Robin
thought she'd be able to get one together in time for the next meeting currently
scheduled for September 10. Robin also requested the Board bring in their
policy manuals at that meeting and we could all go over them somewhat there,
and Robin will keep each individual's and organize same for the October
meeting.
Lord Doyle commented she thought it was a good idea on the organizational
meeting, and liked the change of the venue by moving the director's report.
Robin did ask everyone if they do have to leave a meeting early to please read
the director's report in case there may be some comments that need to be
discussed.
Cecil Ranney had no comments. Pam Foreman had no comments other than to
express she was sorry to hear about Jody's resignation.
July 23 2001 Advisory Board Meeting Minutes 8
X. Adjournment.
The meeting adjourned at 7:55 PM. The next regular scheduled meeting is
September 10, 2001 at 5:30 PM in the group room of the Providence Kodiak
Island Mental Health Clinic Center.
Motion.
Lord Doyle moved to adjourn the meeting; Cecil Ranney seconded; motion
passed.
Respectfully Submitted,
C' L�-
Pa oreman,
V' -Chairperson
rIMHC Advisory Board
July 23 2001 Advisory Board Meeting Minutes