The PASRR Technical Assistance Center helps states fulfill the goals of Preadmission Screening and Resident Review

Meet the Team

Edward Kako                        
Dustin Dodson                      Pam Raby                                Jennifer Ingle
Shirlene Harris                      Richard Sanderson                  Frank Tetrick
Pat Rivard                             Nancy Shanley                        Andrea Womack
Beth Lewis                                                           

Edward Kako (Director of PTAC),

Dr. Kako is a Senior Associate at Mission Analytics Group. Dr. Kako has experience managing policy analysis, quality assurance, report writing, technical assistance, and strategic planning, both as project director and as a task lead on various projects. Dr. Kako’s recent and current work has focused on approaches to rebalancing long-term care. Currently Dr. Kako serves as Mission Analytics Project Director on the Home and Community-Based Services (HCBS) Technical Assistance contract (under subcontract to New Editions Consulting), which is designed to provide technical assistance to states wishing to add or augment their community-based Medicaid-funded long-term services and supports. Dr. Kako also serves as Project Director for Mission’s Balancing Incentive Program (BIP) – No Wrong Door contract with CMS (also under subcontract to New Editions Consulting). BIP is an Affordable Care Act initiative that provides incentives to states to rebalance their long-term care systems toward community-based services. Under Dr. Kako's leadership, Mission Analytics developed an implementation manual for the program, informed by interviews with key informants and consultations with technical expert panels, to help states implement required structural changes; Mission Analytics continues to provide technical assistance to BIP grantees. Dr. Kako also serves as Mission Analytics Project Director of the Preadmission Screening and Resident Review (PASRR): Technical Assistance to States project with CMS (under subcontract to Truven Health Analytics), which is designed to help states fulfill PASRR's promise to help individuals with mental illness and/or intellectual and developmental disabilities avoid inappropriate institutionalization. In this role, Dr. Kako led the development of the PASRR Technical Assistance Center (PTAC) website, Dr. Kako recently led a project helping the state of Colorado to simplify its system of Medicaid-funded long-term services and supports (LTSS), both through an analysis of policy and through modeling the costs of a simplified system. Dr. Kako has an M.Sc. in Community and Regional Planning from Temple University in Philadelphia and a Ph.D. in Psychology from the University of Pennsylvania.

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Dustin Dodson,

Dustin Dodson, MBA, has over 20 years of experience working in nursing facilities and hospitals. Dustin has an in-depth knowledge of how the PASRR process works (and doesn't work) across the continuum of care and services.Having served on the State of Colorado Community Living Advisory Group (the Colorado implementation plan of the Olmstead Act) and other initiatives, such as No Wrong Door and Money Follows the Person, Dustin has an appreciation of the impact of an effectively administered PASRR program and understands the relationship of PASRR to fiscal responsibility, person-centered planning, and broad stakeholder roles. Dustin serves as a consultant to the PASRR Technical Assistance Center where the primary scope of work is to identify opportunities for PASRR-related functions, improvements, and how the PASRR is a leverage point for furthering the Olmstead Act.

Over the past 20 years, he has overseen the training of nursing facility and hospital case managers on the required elements of completing PASRR Ievel II screening tools and how to appropriately interpret the results. Additionally, he serves as a resource to the PTAC offering the provider perspective.

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Shirlene Harris,

Shirlene Harris is a Senior Research Leader in the Government Health and Human Services Division at IBM Watson Health.  For over 15 years, Ms. Harris has been involved with various long-term care projects, home and community-based waivers, and behavioral health programs, including direct services, supports, advocacy, and state policy for individuals with developmental disabilities, substance use disorders and the elderly. Ms. Harris has provided technical assistance to states to improve the quality of care for individuals receiving long-term services and supports, as well as utilizing person-centered planning practices.  Prior to her work at IBM, Ms. Harris held various positions at the Virginia Department of Medical Assistance Services (DMAS), the state’s Medicaid office, focused on program policy development and implementation, development of HCBS waiver policy, and analysis of eligibility criteria to safeguard against coverage gaps and ensure continuity of care. 

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Pat Rivard,

Pat Rivard, Senior Research Leader at IBM Watson Health, has extensive experience providing quality improvement technical assistance to states, and developing data collection and assessment tools. She has worked with CMS to conduct on-site reviews to support states’ efforts to ensure the health and welfare of individuals enrolled in 1915c Waiver Programs. She was a member of the IBM team that contributed to the CMS TEFT demonstration working on testing functional assessment standardized items (FASI) and testing FASI-based performance measures in-home and community-based settings. Ms. Rivard also provided on-site and virtual support to states as part of the CMS National Quality Enterprise including the development and support of quality improvement activities in-home and community-based support systems. She held various positions working for the Commonwealth of Massachusetts focused on HCBS programs for older adults including the Frail Elder Waiver Program and the PASRR process. Ms. Rivard has thirty-five years of experience focused on the development and management of long-term services and support programs for older adults and persons with disabilities.

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Pam Raby,

Pam Raby is a Licensed Advanced Practice Social Worker who serves as Chief Development Officer and Partner for Ascend Management Innovations, a national provider of healthcare management and PASRR services. Since 1990, Pam has provided consultation to numerous state government agencies in the implementation of PASRR and Long Term Care initiatives, including strategies for designing workflow, technology infrastructure, reporting considerations, and quality indicators.  

Pam has over 30 years of experience providing national consulting, multi-level policy development, and oversight of both managed care and treatment services. She has leveraged more than $25M in grant dollars for state government agencies, predominantly through projects to expand evidence-based treatment services for individuals with comorbid mental illness and substance related conditions. In former roles, Pam managed behavioral health and addictions treatment services in a variety of settings. 

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Richard Sanderson,

Richard Sanderson, M.A., is founder and principal of Integrated Health Initiatives (IHI), a behavioral health (BH) consulting firm located in Charleston, SC.  In collaboration with physician groups and managed-care organizations, IHI creates programs that detect and address cognitive and mental health disorders in elderly and other patient populations. These initiatives are aligned with the Patient-centered Medical Home (PCMH) model of care that emphasizes care coordination, transitional care management and patient engagement regarding healthcare decisions.  

Richard has thirty years of BH experience, including sixteen years as a clinician in Virginia and North Carolina. He worked as staff psychologist in a community MH/DD/SA program where he conducted Social Security Disability evaluations and provided outpatient services for persons transitioning from psychiatric hospitals to their communities. Richard subsequently served as quality improvement director of a comprehensive MH/DD/SA program that maintained a sheltered workshop, group homes for persons transitioning from inpatient settings and supervised independent living placements.  He has served on community-based and regional human rights committees focused on the DD/ID/SPMI populations.

Richard was executive director for a private non-profit counseling center serving the mental health needs of persons and families impacted by life threatening illnesses. He also provided executive leadership for a clinical research corporation that conducted FDA mandated Risk Evaluation and Mitigation Strategies (REMS) studies focused on re-evaluation of the safety of specific pharmaceutical drugs.  Richard is a graduate of the University of North Carolina and University of West Georgia. 

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Nancy Shanley,

Nancy Shanley, M.S., has over 25 years of experience working with individuals with behavioral health, intellectual, and developmental disorders.  Nancy is versed in PASRR regulatory and management requirements and was selected by CMS as a consultant for the national PASRR Technical Assistance Center, where she trained Central and Regional CMS staff on PASRR and audit measures, provided PASRR consultation to several states, wrote multiple PASRR white papers for the PTAC, including one on best-practice Level I systems, and co-development of pending CMS standards within the MDS for triggering Status Changes.  Nancy has presented at several national conferences and for many PTAC PASRR webinars about PASRR and disability assessments.  This includes webinars about PASRR Level I best practices, PASRR Categorical Options and Exemptions, PASRR Conundrums, and conference presentations with CMS about recent PASRR specialized services guidance.  Nancy has consulted for both state and national projects relating to disability policy, regulatory requirements, and project design and implementation strategies. Nancy has been invited to participate in national and local expert panels and consultation activities, such as Tennessee’s Task Force for Developmental Disabilities and the Governor’s Steering Committee for Money Follows the Person. Nancy has served as Chairperson of the Board of Directors for the National Association of PASRR Professionals (NAPP) and as the Chair of the Education Committee that developed the PTAC webinar series “The Power and Possibility of PASRR”.  Nancy also managed multiple state-wide assessment projects for PASRR and for IDD Waivers.  She has experience conducting provider and stakeholder training across many states.  Nancy received Person-Centered Thinking training designed by Michel Smull and The Learning Institute. She was trained as a trainer for the Supports Intensity Scale (SIS) tool developed by AAIDD.  She has extensive experience testing and evaluating individuals with psychiatric and developmental disabilities. Nancy participated in assessment projects that contributed to the development of criteria for early detection of Autism and Autism Spectrum disorders in very young children.

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Beth Lewis,

Beth Lewis is a Licensed Clinical Professional Counselor, and currently works as a Senior Health Researcher at IBM Watson Health.  Since joining the Watson Health team in 2017, she has worked on multiple projects focused on long-term services and supports and providing technical assistance to states; these projects include work on the Innovation Accelerator Program targeted towards state progress on value-based payment incentives for home and community-based services (HCBS), providing support to states who were pursuing improved data analytics in their long-term services and supports programs, and participating on the health and welfare special reviews team to assist states in strengthening their management of critical incidents for participants receiving HCBS.  Prior to coming to Watson Health, Ms. Lewis served as a HCBS Coordinator and Analyst for the Centers for Medicare and Medicaid Services (CMS), based in the Chicago Regional Office.  In this work, Ms. Lewis partnered with states to ensure regulatory requirements were being met and quality monitoring was completed for section 1915(c) waiver programs and 1915(i) state plan HCBS, acting as a team lead for other analysts in the region.

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Jennifer Ingle,

Jennifer Ingle, MS, is an Associate in the Human Services Group at Technical Assistance Collaborative.  Jennifer has 17 years of experience working with elders and people with psychiatric disabilities in various capacities, including case management, program management, and policy design and improvement. Ms. Ingle has conducted policy work on grants, state initiatives and waiver programs, program evaluation, and quality improvement of programs for elders and people with disabilities, and has expertise in stakeholder engagement, quality oversight, and program evaluation.

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Frank L. Tetrick, III,

Frank L. Tetrick, III, MA joined PTAC in 2011, bringing more than 32 years of experience in direct and administrative service within the Commonwealth of Virginia behavioral health and developmental services system. Frank has taken an active role in helping advance the understanding and implementation of specialized services and promoting PASRR collaboration.

From 2003 to 2011 Frank served as Assistant Commissioner for the Virginia Department of Behavioral Health and Developmental Services (DBHDS), where he was responsible for leadership of offices that funded and monitored community services supported with state, federal, or grant funds. Frank’s community experience includes serving as Executive Director of a community services board (CSB), Director of Quality Management, and supervision of emergency services.

During his tenure with the DBHDS, Frank helped advance two Gero-pyschiatric initiatives, focused on providing behavioral supports to individuals that were admitted to nursing facilities. He also worked closely with the Virginia Medicaid authority in efforts to align agency policies in support of person-centered practices for individuals with intellectual disabilities.

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Andrea Womack,

Andrea Womack, M.A, is Director of Quality and Independent Contractor Services for Ascend Management Innovations (d/b/a DDM Ascend). In this role, she oversees quality monitoring and reporting for Ascend’s PASRR and Utilization Review services as well as technical and quality support services for over 400 PASRR and specialty assessment independent contractors. Ms. Womack has designed and implemented quality protocols for multiple states to ensure compliance with state and federal PASRR requirements, clinical integrity, and person-centered assessments. Ms. Womack has also developed and delivered PASRR training for assessors, providers, clinical and quality reviewers. During her tenure at Ascend she has also overseen implementation and operations for multiple PASRR state projects. Previously, Ms. Womack worked in community mental health case management for individuals with serious and persistent mental illness. Ms. Womack holds a master’s degree in Social Science from the University of Chicago.  Ms. Womack also serves on the Board of Directors of the National Association of PASRR Professionals.

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PTAC currently serves as a contractor for CMS.
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