Finance Committee Places for People Board Meeting February 13, 2017

FY17 Performance – YTD Cash position 12/31 up $1,871 from 11/30; 1/30/17 Cash balance $2.84M (includes $0.98M CD’s) A/R balance $1.77M reviewed for accuracy; New Dec A/R’s: $0.9M of which $0.28M is new grant or other receivables for Dec & $0.19M from grant funders (high confidence to collect). DMH-Medicaid A/R for FY16 is $0 as of 1/31/17. Received $100K donation in January from anonymous donor; securing >$135K from ACT Team efforts

Health Coaches Develop Customized Journeys for Clients “Provide caring, effective services to help those with the greatest challenges recover from mental illness and associated chronic illnesses.” Through the provision of accessible, efficient, effective and accountable treatment services; individuals and families served will reach their full potential for a purposeful and meaningful life. The Hope Journey Begins - "Illuminating the possibilities" and working collaboratively with those we serve to design a path toward a meaningful life. Levels of Care – CPRC, ACT Team, Transition Health Coaches Develop Customized Journeys for Clients Treatment Plan Housing Employment Treatment Plan Therapy Treatment Plan Client Impact Client Impact Client Impact The Recovery Center Medical Services Path Intake Assessment Outreach “…to have the opportunity to live, work and thrive as an integral part of their community…” Nurturing Children & Youth Treatment Plan Model – Client Impact Moving Forward Enhancements, Effectiveness for Client Impact Share Best Practices amongst Health Coaches Forecasting Treatment Plans Impact for Clients’ Health/Life Improvement Next Steps – Team Session with Clinical Directors, Gary & Jamie

Treatment Plan – Client Impact Next Steps February 9 Meeting with Clinical Directors & HR Develop historical monthly FTE report by Category; 1/2016 – 3/2017 Health Coaches ~$100/Hour ACT Team – Monthly Contacts ~$115/Contact Residential Specialists ~$200/Contact Dr/RN/Other ~$80/Event Develop special report to collect Billable Hours by FTE Category; 1/2016 – 3/2017 Treatment Plan Analytics – Merge FTE Category with Billable Hours by FTE Category Treatment Plan Client Impact – Baseline Model of Time with Client Insight – Understand New Model of Visits/Contacts Daily with Clients