Saint Joseph HealthCare

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Saint Joseph HealthCare

• BUILDINGhealthy
• COMMUNITIES

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Who We Are

• Saint Joseph HealthCare provides compassionate
  quality care in Central and Eastern Kentucky
• Facilities include Saint Joseph Hospital and
  Saint Joseph East in Lexington and Saint Joseph
  Berea in Berea, formerly Berea Hospital and now a
  CAH
• Part of Catholic Health Initiatives, which serves
  people in 19 states.
• We are nonprofit

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What is Community Benefit?

• Programs and activities to meet health needs in
  the communities served
• Often takes place outside the walls of our
  facilities
• Does not create income for us our resources
  fund Community Benefit

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How do we determine what is Community Benefit?

• Meets at least one of the following
• Financed through philanthropic contributions,
  volunteer efforts or endowment
• Responds to unique or particular health problem
  in the community
• Generates low or negative margin
• Responds to needs of special populations
• Would be discontinued if decision was purely
  financial

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How do we determine what is Community Benefit?

• Does the program address a community need?
• Does the program support Saint Joseph
  HealthCares community-based mission?
• Is the program designed to improve health?
• Does the program produce measurable community
  benefits?
• Does an activity require subsidization?
• Is the program accessible to the community?

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SJHC Why we do it.

• A distinguishing characteristic of a
  not-for-profit organization
• Community asset or trust
• Long-term commitment to community
• Primary focus on patients, residents, clients
• Mission and values-driven
• Responsiveness to community

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Why we do it.

• Demonstrates that SJHC is building healthy
  communities in faithfulness to our Mission.
• Demonstrates to the community the benefits
  provided to those in need (poor,
  disenfranchised) and the
  broader community health.
• Shows accountability to community to
  earn our tax exempt status,
  which also translates
  to an advocacy principle.

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An Intentional Approach to Community Benefit

• Planned, managed, organized and measured approach
  to a healthcare organizations participation in
  meeting identified community health needs. It
  implies collaboration with a community to
  benefit its residents and defined accountability
  within the health care organization.

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How we do it.

• Information/Perspective integrated into to
  strategic planning and budgeting processes.
• Increases awareness of SJHCs leadership and
  collaborative role in building a healthy
  community now a committee of the board.
• Required by Catholic Health Initiatives and IRS.
• Adopted a governance charter, guidelines and
  policy to direct SJHC system of approach to
  community benefit.

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Community Benefit System

• Planning
• Budgeting
• Tracking
• Reporting

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Community Benefit Team Accountability

• Integrates community needs assessment into
  organizational planning and budgeting.
• Reviews policies that support the community
  benefit system and establish ease of access for
  the poor and disadvantaged.
• Prepares budget and ongoing reports.
• Develops and executes Community Benefit
  Communication Plan.

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Community Benefit Team Structure

• Committee of the Board Two members plus the CEO
• Governance oversight and decision making on
  significant community investment levels
• CB Liaison who must report to CEO VP Mission
  Integration responsible for the leadership of
  the system
• Coordinator Financial Analyst maintains
  software tracking system and quarterly reports
• Communications Liaison Director of PR
  development of annual report/communication plan
• Foundation President Link to outreach funding
  and grant development

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Community Benefit Planning

• Work Group within 2006 Strategic Planning Process
  intentional integration Community Connections
  board members, physicians, staff
• In 2007 a Mini Assessment by CB Committee of the
  Board pre annual budget process
• Quick look at Community Need data,
• SJHC Situation factors and
• Review Strategic Directions

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Community Benefit Budgeting

• Request that Committee Benefit Committee Endorse
  FY 08 Recommended Budget Principles as a basis to
  integrate the development of budget needs at the
  cost center level

• Care of the Poor Assumptions
• Out Reach Programs
• Investment in Community Organizations
• Leverage Grant Applications

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Tracking Community Benefit

• CBISA Software (Lyons)
• Uniform and consistent data over a multi-year
  period, now web based
• Comprehensive
• Systematic
• Data can be updated as needed
• Easy to use and understand
• Tracks outcome measures
• Addresses quantifiable and non-quantifiable
  benefits
• Compatible with IRS Form 990

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Tracking Community Benefit

• SJHC Occurrence Tracking
• All Directors and Managers to report all
  appropriate activity
• Policy on the intranet Fiscal Section
  093-F-23e
• Activities are established under which we count
  occurrences
• On Public Folders Community Benefit
  Occurrence Form
• follow instructions and submit to Coordinator

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Reporting Community Benefit?

• Two Categories
• Benefits to the poor
• Benefits to the broader community

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Reporting Categories The Poor

• Traditional cost of charity care
• Unpaid cost of public programs
• Medicaid
• State and local programs for seniors and the
  medically indigent Mobile Clinic AOP
• Kentucky Provider Tax

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Community Benefit for the Broader Community
Examples

• Community health education
• Community health clinics and screenings
• Health insurance enrollment assistance
• Ask-a-Nurse hotline
• Research into health needs
• Neighborhood revitalization
• Scholarships for health care students
• Collaboration with other community organizations
• And many more

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Broader Community Health _at_SJHC

• Non-billed community services (e.g., wellness
  fairs and screenings, school based primary
  clinics)
• Cash and in-kind donations made by facility
  (e.g., other local health associations AHA, ACA,
  Diabetes)
• Education and training of health professionals/
  interns
• Research activities
• Subsidized services generating low margins
  or
  deficits wellness service
• Community-building activities Activate
  Lexington

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Community Benefit Financial Summary
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Opportunities for Collective Reporting

• First attempt to provide a shared report of
  Catholic Hospitals and Nursing Homes through the
  Catholic Conference of Kentucky.
• Developing a common set of definitions to report
  as a sector to the general public through KHA?