Our primary objective at Pinnacle Healthcare Advisors is to design and implement sustainable improvements that will result in a return on investment (ROI) for our clients. We founded Pinnacle with the belief that your people are at the core of everything you do and that developing them is the most important aspect of driving sustainable improvements in financial performance.
Elevate our clients’ revenue cycle performance through technology optimization and people development
Re-define what organizations can expect from a consulting firm
Act with integrity, professional respect for all individuals, internal and client transparency, personal accountability, teamwork driven, open to innovation and customization
Let’s start by having a conversation about your particular challenges
Principal
25+ years leading revenue cycle transformation efforts that have contributed to millions of dollars in net revenue enhancement and improved customer service.
Principal
Nearly 20 years of experience driving revenue cycle transformation through end-to-end consulting engagements and interim leadership.
Principal
18+ years of experience providing technical, functional, and leadership expertise in all areas of revenue cycle operations.
Principal
30+ years of experience implementing sustainable operational improvement, benefiting his clients with significant net revenue, process, and cost enhancement.
Senior Director of Business Intelligence
Experienced in back-end revenue cycle management improvement, EHR optimization, and system implementations.
Senior Director
16+ years of experience guiding clients through front-end to back-end revenue cycle improvements and Epic HB go-live and post-live optimizations.
Senior Director
More than 15 years’ experience in healthcare management and consulting with a focus on margin improvement.
Senior Director
13+ years of consulting experience developing strategic and tailored revenue cycle solutions to drive bottom line cash improvement.
Director
25+ years of experience working in and with healthcare organizations to enhance their clinical documentation and revenue integrity processes.
Director
Over 16 years of experience in healthcare developing strategic solutions resulting in sustained improvements to overall revenue cycle productivity and efficiency.
Director
Experience partnering with healthcare systems to develop tailored solutions in back-end revenue cycle to increase revenue and productivity.
Director
Bringing people, processes, and technology together to drive operational change and growth.
Director
Over 10 years of consulting and technology experience helping providers optimize front- and back-end revenue cycle processes, streamlining operations through automation, and delivering sustainable EHR solutions.
Director
33+ years of experience leading and optimizing enterprise-wide Patient Access operations with a focus on enhancing the patient experience and improving front-end revenue cycle performance.
Director
A results-focused IT leader with expertise in Epic revenue cycle applications and a passion for driving operational efficiencies through strategic initiatives.
Manager
Experienced in supporting hospitals and health systems improve their approach to revenue cycle, both through technological optimizations and targeted coaching.
Manager
10+ years of experience implementing sustainable revenue cycle improvement for his clients including leveraging emerging technologies and partnership strategies such as robotic process automation (RPA), artificial intelligence (AI), advanced digital capabilities and outsourcing.
Manager
10 years of experience using data analytics to drive process improvements in revenue cycle operations and centralized scheduling to ensure sustainability.
Manager
Revenue cycle experience in operational leadership and system optimization to deliver measurable improvements in financial performance and operational efficiency.
Todd has over 25 years of experience assisting healthcare providers with identifying and implementing operational and revenue cycle improvements that have contributed to millions of dollars in savings and net revenue enhancements as well as improved quality and customer service. Over the past several years, Todd has led numerous revenue cycle transformation efforts in a variety of provider settings across the country.
Todd has deep technical expertise in all areas of the revenue cycle, and he also has experience in implementing labor, non-labor, clinical utilization, and patient throughput improvements. Prior to cofounding Pinnacle, Todd was a project leader at Huron Consulting Group and Novia Strategies, Inc., and he also served in various finance and operations roles at healthcare providers in Minnesota. Representative examples of Todd’s experience include:
Todd’s Approach to Consulting
Todd is passionate about leveraging data to drive opportunity identification and prioritization and developing strategies and tactical plans to achieve sustainable results. He appreciates the importance of collaborating with leaders and staff members to develop solutions that work for each organization he partners with.
Certifications & Professional Memberships
Education
Andrew has approximately 20 years of experience assisting hospitals and health systems with identifying and implementing revenue cycle enhancements that have led to significant improvements in net revenue, cash flow, and key revenue cycle metric performance. Over the past several years, Andrew has been responsible for overseeing revenue cycle process improvement engagements at community hospitals, tertiary medical centers, and multi-hospital systems across the country.
Andrew has vast technical expertise and leadership experience in all areas of the revenue cycle including patient access, health information management, patient financial services, and vendor management. Prior to joining Pinnacle, Andrew was a project manager at a large healthcare consulting firm where he oversaw revenue cycle transformation projects and contributed to methodology development. Representative examples of Andrew’s experience include:
Andrew’s Approach to Consulting
Andrew’s educational background in Psychology at UC San Diego, with their institutional focus on education and public service, positions him uniquely to navigate the intricacies of organizational transformation in the highly complex healthcare revenue cycle environment.
Andrew is a problem solver and a developer of people, and he drives positive change by building strong, open relationships at the individual level and across the organization.
Certifications & Professional Memberships
Education
Brian has over 18 years of experience assisting healthcare providers with strategic revenue cycle optimization and transformation resulting in sustained increases in functional and financial performance. Over the past 2 years, Brian has been providing Revenue cycle support for 2 health systems focusing on operational, technical, and analytic integration and stabilization.
Brian has strong technical, functional, and leadership expertise in all areas of revenue cycle operations and has experience working in community hospitals as well as large multi-facility organizations. Prior to joining Pinnacle, Brian was a solutions advancement leader and project manager at Huron Consulting Group. Representative examples of Brian’s experience include:
Brian’s Approach to Consulting
Brian invests in his clients with his hands-on and collaborative approach. He works with his teams to establish and sustain the most optimal solutions to meet each individual client’s need.
Certifications & Professional Memberships
Education
Jim has over 30 years of experience working with healthcare providers identifying and resolving their most pressing operational challenges. His primary focus and passion throughout his career has been implementing sustainable revenue cycle solutions. These efforts have resulted in millions of dollars of benefits in the form of both net revenue enhancement and cost improvement for his clients.
Jim has led numerous comprehensive improvement engagements with broad scope including revenue cycle, labor optimization, and expense management associated with supplies, purchased services, and clinical utilization. Prior to joining Pinnacle, Jim was a Managing Director and consulting leader for Huron Consulting Group, Wellspring Partners, and Arthur Andersen. Representative examples of Jim’s experience include:
Jim’s Approach to Transformation
Jim is passionate about collaborating with clients to solve complex business problems. He takes time to understand the challenge considering the perspective of all the key stakeholders including both leaders and staff. He has found throughout his career that oftentimes the solutions to problems reside within the organization and simply need to be elevated, nurtured, and resourced properly to achieve the desired outcomes.
Certifications & Professional Memberships
Education
Nick is a versatile and adaptable professional who has extensive experience managing healthcare revenue cycle projects and developing teams to deliver customized solutions. He leverages his technical experience to help clients better leverage the available tools and technologies to improve operational performance and reporting transparency. Nick has recently focused on implementation of Revenue Cycle tools driving operations in billing, follow-up, denials, underpayments, vendor management, and contract management.
Experience
Nick has spent his entire 15-year career as a revenue cycle performance improvement consultant with a focus on blending operational processes with technical solutions. In addition to Nick’s revenue cycle background, he is an expert in system implementations, analytics, report standardization, tool configuration, and validation. Representative examples of Nick’s experience include:
Nick’s Approach to Consulting
Nick’s key to success is in breaking problems down into detailed components to build understanding before implementing lasting and sustainable solutions. He uses thorough documentation and confirmation analyses to ensure solutions are customized to address the root issues in a sustainable manner.
Certifications & Professional Memberships
Education
Kevin has over 16 years of experience collaborating with healthcare organizations to drive enhanced revenue cycle performance. He has been responsible for leading patient access re-design efforts, accounts receivable reduction initiatives, and Epic electronic health record optimization engagements that have led to sustained improvements in net revenue, cash flow, automation, productivity, and reporting transparency.
Kevin has extensive experience developing methodologies and implementing solutions to enhance Epic revenue cycle functionality related to reporting, metric management, work queue (WQ) prioritization, and account flow. Prior to joining Pinnacle, Kevin was a project manager at Navigant Consulting, Inc. and Huron Consulting Group where he oversaw revenue cycle transformation projects and Epic revenue cycle implementations. Representative examples of Kevin’s experience include:
Kevin’s Approach to Consulting
Kevin collaborates with hospitals to develop methodologies and solutions that increase reporting transparency, improve workflows, and reduce denials. Kevin understands the revenue cycle workflow and can work with teams to develop methodologies and tools to increase efficiency and improve outcomes. Kevin prides himself on his ability to connect and partner with various levels of management to work towards a desired outcome throughout an engagement.
Certifications & Professional Memberships
Education
Leon, who is also fluent in Mandarin Chinese (Putonghua), has approximately 17 years of experience in management and consulting with an emphasis on margin improvement. He has helped acute care and medical group clients overcome issues ranging from uncompensated care and avoidable losses to charge integrity and reimbursement optimization.
Leon has led complex engagements of multiple disciplines providing transformative value to clients. He has led large teams and coordinated the delivery of revenue, cost, throughput, network integrity, and value-based care initiatives. Prior to joining Pinnacle, Leon held leadership roles at Berkeley Research Group, The Claro Group, and Huron Consulting Group. Representative examples of Leon’s experience include:
Leon’s Approach to Consulting
Leon’s affinity for medicine, finance, and data motivates him to work beyond silos and take a theory-informed, evidence-based, and insight-driven approach to problem solving. His background in engineering allows him to evaluate situations analytically, and his collaborative interactions with front-line staff to executives ensure optimal and sustainable outcomes.
For Leon, the definition of a successful transformation is both an enjoyable process and the desired outcome.
Certifications & Professional Memberships
Education
Ehson has over 13 years of experience supporting hospitals across the entire range of the revenue cycle, from patient access to business office operations. He has demonstrated continued success in building strong relationships, driving operational improvements, and implementing technology changes to improve the bottom line.
Ehson has led projects to drive net revenue recovery including denials reduction, AR aging reduction, workflow tools implementation, and front-end financial clearance. Ehson has expertise across the full revenue cycle with a specialization in denials prevention and management. Prior to joining Pinnacle, Ehson led project teams with a focus on implementing leading practice operations and surpassing key performance metric goals. Representative examples of Ehson’s experience include:
Ehson’s Approach to Consulting
Ehson passionately believes in utilizing technology and data to identify and prioritize the top issues facing hospital systems. He strives to understand these issues by analyzing and interacting with all levels of the organization, from front-line staff to executives. He uses objective knowledge from data and subjective data from surveying the organization to develop customized solutions from the ground up that impact the bottom line.
Certifications & Professional Memberships
Education
Vickie has over 25 years of experience working for and consulting with healthcare organizations to drive sustained improvements in net revenue and quality. She is skilled in overall revenue cycle management with expertise in clinical documentation, case management, and charge capture improvement which also positively impacts data quality and patient outcomes.
Vickie has an extensive background with several unique knowledge sets in the areas of traditional health information management (HIM), revenue integrity, utilization review, and quality management. Over the course of her career, she has gained deep experience in completing patient chart and claim reviews, analyzing data, developing educational materials, guiding work plan execution, and implementing on-going monitoring to sustain outcomes. Prior to joining Pinnacle, Vickie was a Project Manager at BRG | Prism and Huron Consulting Group, and she has also served in leadership roles at healthcare organizations. Representative examples of Vickie’s experience include:
Vickie’s Approach to Consulting
Vickie builds solid client relationships across all levels of the organization to better understand the client’s mission, methodologies, strategies, and culture. She works in collaboration with clients to identify revenue cycle and clinical opportunities. For each opportunity, Vickie confirms the current state, identifies barriers, and develops an actionable future state to establish the ideal sustainable solution to meet the client’s need.
Certifications & Professional Memberships
Education
Veronica has over 16 years of experience working with healthcare organizations to develop strategic solutions to improve overall revenue cycle performance. She has managed multiple Epic revenue cycle installations from a build perspective to produce efficient and enhanced workflows. Veronica bridges the gap between operations and IT by working on both teams to ensure quality outcomes.
Veronica has extensive experience successfully implementing multiple financial systems, enhancing revenue integrity, and identifying technology improvement opportunities. Before joining the Pinnacle team, Veronica worked in various revenue cycle roles in IT and operations for large and complex healthcare organizations. Representative examples of Veronica’s experience include:
Veronica’s Approach to Consulting
Veronica believes there is a balance between innovative technological capabilities and the human element that can impact the success of revenue cycle. She thrives in environments that desire to increase the integration between the two areas for long-term solutions. Veronica has a passion for process improvements and building relationships across teams that result in an increase in productivity and system efficiency.
Certifications & Professional Memberships
Education
Ryan has over 11 years of experience in healthcare and multiple Epic revenue cycle certifications. He has a unique blend of clinical and revenue cycle operations and Epic applications experience and utilizes his expertise to provide holistic solutions to his clients.
Ryan started his career as a radiologic technologist and transitioned into the Epic world as a clinical and then revenue cycle build analyst. Ryan has deep expertise in charge generation optimization, Epic technical build, and revenue cycle workflows. Prior to joining Pinnacle, Ryan was a Managing Consultant at Guidehouse (formerly Navigant), and he also served as an Epic analyst at 2 healthcare systems. Representative examples of Ryan’s experience include:
Ryan’s Approach to Consulting
Ryan partners with healthcare systems to design solutions and workflows that increase revenue and user productivity. Ryan has clinical experience as a former Radiologic Technologist and understands that revenue cycle begins during patient care. He leverages this along with his extensive technical background in back-end revenue cycle processes to produce proven results. Ryan enjoys connecting with his clients to understand their objectives and tailors the solutions to fit the need and achieve the best possible outcomes.
Certifications & Professional Memberships
Education
Marci has 17+ years of experience helping hospitals and health systems achieve operational and technology improvements within patient access and the overall revenue cycle. She is goal oriented and has a demonstrated record of building relationships, motivating change, managing projects from concept to completion, and coaching associates to success.
Marci has experience in all facets of revenue cycle but is most passionate about the patient access realm. She has spent considerable time implementing changes to make the people, processes, and technology in this space better. Prior to joining Pinnacle, she directed teams and projects that led to achieving goals and best practice metrics. Examples of Marci’s experience include:
Marci’s Approach to Consulting
Marci is passionate about bringing people, processes, and technology together to drive operational change and growth. She appreciates any opportunity to collaborate with stakeholders to make an impact and work towards sustainable solutions.
Certifications & Professional Memberships
Education
Laszlo has 10 years of experience working with healthcare providers to improve revenue cycle performance through technology/process optimization and automation deployment/management. He has led and supported patient access, accounts receivable, self-pay, and avoidable write-off projects with a focus on Epic electronic health record optimization. These initiatives have led to sustained improvements in net revenue, AR days, cash flow, and productivity.
Laszlo has deep experience developing methodologies and implementing solutions to enhance Epic workdrivers, reporting, and managed enterprise automation programs across the entire revenue cycle. Prior to joining Pinnacle, Laszlo served as a solution architecture and sales engineering leader at Janus Health and Olive AI, following several years at Guidehouse where he oversaw end-to-end revenue cycle process improvement engagements, technical audits, and Epic revenue cycle implementations. Representative examples of Laszlo’s experience include:
Laszlo’s Approach to Transformation
Laszlo works with providers to develop EHR-native solutions that improve revenue cycle automation, reduce friction by introducing efficiency to user workflows & workdrivers, while improving outcomes through intelligent/technology-focused management of receivables.
Laszlo understands the revenue cycle through the lens of both his consulting experience, where he worked with providers to understand root causes of issues and intervene using EHR-native functionality, and his experience with revenue cycle technology companies, where he developed revenue cycle automation solutions and managed enterprise automation programs. Laszlo prides himself on working collaboratively with his customers to intimately understand client pain points and partnering together to identify and implement sustainable, impactful solutions.
Certifications & Professional Memberships
Education
Paige has over 30 years of experience in leading Patient Access teams across a broad range of services including hospital and medical group call centers. She has a proven track record of building effective teams, engaging team members, and leveraging individual strengths to drive operational improvement.
Paige has excelled in various healthcare settings both as an internal leader and as an external consultant, building strong stakeholder relationships and achieving measurable improvements in patient access operations. The following are examples of Paige’s comprehensive experience:
Paige’s Approach to Transformation
Paige’s passion for Patient Access stems from her understanding of its crucial role as the first point of contact for patients and healthcare organizations. She recognizes that effective Patient Access is the foundation for the patient experience, clinical encounter, and the revenue cycle.
With her extensive experience in both frontline and leadership roles within Patient Access services, Paige possesses a unique perspective that enables her to collaborate effectively with key stakeholders. She leverages her expertise to drive operational performance improvements through developing others, streamlining workflows, and optimizing tools.
Certifications & Professional Memberships
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Joey has 13 years of experience implementing, optimizing, and automating Epic’s Hospital Billing application. He uses revenue cycle analytics to inform the decision-making process. Joey has consistently delivered exceptional results with expertise in Epic Hospital Billing, revenue cycle analytics, project management, and developing innovative solutions.
Joey has led diverse teams of analysts, supervisors, and developers across multiple states to support Epic Hospital Billing operations, resulting in operational efficiency. He has successfully spearheaded strategic initiatives, including team restructuring, secondary review processes to prevent errors, and automation projects that garnered recognition for operational improvements.
Joey’s Approach to Transformation
Joey focuses on practical solutions and sustainable improvements, using data to inform insights for driving automation and creating positive, measurable impacts on operational workflows.
Certifications & Professional Memberships
Education
Yuri has several years of experience in supporting hospitals and health systems improve their approach to revenue cycle, both through technological optimizations and targeted coaching. Recently, Yuri has been responsible for mitigating denials and write-offs within the Service Delivery (middle Revenue Cycle) space, leading to several million dollars in additional net revenue.
Yuri has worked across all areas of the revenue cycle, from ensuring a patient is appropriately pre-registered to actively appealing a denial. Prior to joining Pinnacle, Yuri worked as an associate at Alvarez & Marsal and Huron Consulting Group. Some examples of Yuri’s project work include:
Yuri’s Approach to Consulting
Yuri believes that organizations should be empowered to use data to identify opportunities and streamline communication to create tactical plans and achieve sustainable results. He understands the importance of collaborating with leaders and staff to develop unique, long-term solutions that work for each place he partners with.
Education
Bachelor of Arts in Economics, University of North Carolina at Chapel Hill
Andrew has over 10 years of experience assisting healthcare organizations achieve their strategic and operational goals through revenue cycle improvement. With a focus on people, process, and technology optimization, Andrew has successfully led numerous revenue cycle solution implementations for critical access, community-based, and academic hospitals. Some examples include:
Andrew’s Approach to Transformation
Andrew has a passion for understanding the client business challenges, doing the research, collaborating with client colleagues, and leveraging technologies all in the spirit of achieving the client’s desired outcomes.
Certifications & Professional Memberships
Education
Jenna has 10 years of progressive experience in healthcare leading patient access teams, performance improvement initiatives, and technology solution implementations at multiple healthcare systems. She is adept at people management/leadership, complex data analytics, workflow development, and technology solution design/implementation.
Jenna’s primary expertise is in patient access leadership, process improvement, and technology. She has also led denial prevention and other revenue cycle improvement initiatives across the organization. Representative examples of Jenna’s experience include:
Jenna’s Approach to Transformation
Jenna is passionate about using data analytics to drive process improvements in revenue cycle operations and centralized scheduling specific to organizations to ensure sustainability. She works collaboratively with each level of organizations, from front line staff to executives, and other key stakeholders to implement efficient workflows that positively impact all stakeholders.
Her experience in front line and leadership roles brings a unique point of view to the table and allows her to work collectively with hospital operational leaders towards common goals.
Certifications & Professional Memberships
Education
Over 20 years of comprehensive experience in healthcare revenue cycle management and operational leadership. Tally has a proven track record in optimizing financial performance and operational efficiency across diverse healthcare settings, including hospital and professional services. She specializes in the implementation and optimization of Epic systems and is known for driving results that improve revenue cycle outcomes and patient financial experience.
Tally brings extensive operational experience across the revenue cycle, specializing in standardizing and optimizing processes such as patient registration, eligibility verification, coding, billing, denials, and collections. Her background roles both within healthcare provider settings and as an external consultant, showcasing her adaptability and expertise in transforming complex revenue cycle functions. Representative examples of experience include:
Tally’s Approach to Transformation
Tally fosters strong partnerships and collaboration with leadership teams to drive strategic outcomes. She focuses on problem-solving and continuous process improvement to empower teams and enhance their capabilities. She leverages proven project management methodologies to ensure efficient execution and sustainable results, while consistently developing a culture of excellence and accountability within organizations.
Certifications & Professional Memberships
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Liz has over 10 years of experience supporting the operations of healthcare consulting companies. With SPHR certification, Liz’s area of specialty is Human Resources. Liz works to identify opportunities for increased efficiencies and decreased costs while maintaining quality and compliance.
Certifications & Professional Memberships
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