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CURRICULUM VITAE
OF
GERALD D. SHULMAN, M.A.,
M.A.C., FACATA
8658 Rolling Brook Lane
Jacksonville, FL 32256-9005
Home Phone: (904) 363-0666
Office Phone: (904) 363-0667
Fax: (904) 363-0668
E-Mail Address: GDShulman@aol.com
CURRICULUM
VITA
OF
GERALD D. SHULMAN, M.A., M.A.C., FACATA
Qualified as
SENIOR CLINICAL AND MANAGEMENT EXECUTIVE
TRAINER
AND CONSULTANT
____________________________________________________________
A nationally recognized leader
in chemical dependency and dual diagnosis treatment with over 35 years of experience.
An author with an extensive list
of publications on a wide range of substance abuse related topics, including those relevant to the ASAM Patient Placement
Criteria and managed care.
A record of innovative clinical program development and management, and consistent contributions
to profit.
A sought after speaker, trainer and workshop leader with thousands of presentations to his credit.
Experienced
with standards/criteria development, clinical assessment and treatment instrument development, and administrative and clinical
supervision of staff.
As early as 1986 began to develop clinically appropriate treatment which was responsive to cost
containment efforts and now provides some of the most likely successful strategies in response to increasingly limited reimbursement
for treatment.
Intimately familiar with all aspects of delivery of substance abuse treatment.
Characterized
by others as an inspiring leader and supervisor, incisive in identifying problems and developing and implementing creative
solutions, an excellent trainer and a credible and articulate spokesman for chemical dependency treatment who is committed
to quality treatment and recognizes the need for cost effective care.
PROFESSIONAL EXPERIENCE
November 1993
- Present: SHULMAN & Associates, TRAINING AND
CONSULTING, Jacksonville, Florida
November 1993 - Present: PRESIDENT of
a training and consulting company for behavioral health.
October 1995 - February 1997: ALPHA OMEGA HEATH CARE MANAGEMENT
CORPORATION, Bartow, FL
VICE PRESIDENT FOR BEHAVIORAL HEALTH SERVICES for a company operating two treatment centers in
central Florida, specializing in the treatment of the dually diagnosed, eating disorders and older adults with substance use
disorders.
Responsibilities:
o Quality of clinical care.
o New clinical program development.
o Supervision
of assessment function.
o Staff development.
o New business development.
o Member of the Corporate management
team.
Accomplishments:
o Development and implementation of STEPS, (Senior Treatment and Education Program for Substance
Abuse), a program specifically designed for older adults (age 55+) with substance use disorders.
o Developed admission
criteria for partial hospitalization based on the ASAM PPC-2.
December 1993 - September 1995: TALBOT RECOVERY
SERVICES, PARK MEDICAL CENTER, Columbus, Ohio
December 1993 - September 1995: EXECUTIVE DIRECTOR of an inpatient and
outpatient alcoholism and drug dependency treatment center with 3 levels of detoxification treatment, a 23-hour observation
bed, 7 levels of rehabilitation and 2 levels of transitional care.
Responsibilities:
o Supervision of Medical, Marketing
and Clinical Directors and Nurse Managers
o Quality of clinical care,
quality improvement, census and bottom line.
o New clinical program development.
o Contract negotiation with payers.
o
New business development.
o Interface with other Hospital departments.
Accomplishments:
o Developed a comprehensive
continuum of care with three levels of detoxification including the use of a twenty-three hour observation bed, seven levels
of rehabilitation and two levels of transitional care without creating incremental increases in costs for the addition of
new and different levels of care.
o Developed admission criteria for ambulatory and subacute
detoxification.
o Implemented an Africentric treatment track.
o Implemented a cocaine treatment track.
o Developed
and implemented a public/private partnership with the Franklin County drug and alcohol funding agency where none had previously
existed, culminating in a pilot program for detoxifying patients.
September 1992 - October 1993: THE TERRACES:
A CENTER FOR ADDICTION MEDICINE, Ephrata, Pennsylvania
September 1992 - October 1993: EXECUTIVE DIRECTOR of an 80 bed
inpatient and outpatient treatment center for chemically dependent adults.
Responsibilities:
o Supervision of Medical,
Marketing, Quality Improvement and Administrative Services Directors, Controller and Coordinator of Clinical Programs.
o
Quality of clinical care, census and bottom line.
o New clinical program development.
Accomplishments:
o Developed
and implemented two new, structured outpatient services which
served as a "seamless transfer" from inpatient, providing
necessary additional treatment while generating additional revenue.
o Developed an adolescent dual diagnosis program.
o
Designed a quantifiable, AMA discharge risk rating scale.
o Developed credibility with managed care organizations resulting
in direct referrals, a longer length of stay (23%) and higher rates of reimbursement than competitive
facilities.
o
Provided frequent training workshops to other providers, EAPs, and managed care staff on use of ASAM Patient Placement Criteria
and "Treating Sicker Patients in Less Time with Less Reimbursement."
July 1992 - September 1992 PROGRESSIVE HEALTH
CORPORATION
Morganville, New Jersey
July 1992 - September 1992 DIRECTOR OF CLINICAL SERVICES
providing clinical
supervision and program design to WHITE DEER RUN, a 100 bed inpatient facility providing chemical dependency treatment (90
day full time consultant contract).
Responsibilities:
o Developed new clinical programs.
o Supervised clinical
and nursing directors.
o Functioned as Executive Director in CEO's absence (CEO only part time).
Accomplishments:
o
Developed a comprehensive adolescent chemical dependency program.
o Developed a comprehensive adult dual diagnosis program.
o
Hired appropriate staff for the above purposes.
March 1991 - June 1992: MOUNTAIN WOOD (A Mediplex Facility) Charlottesville,
Virginia
March 1991 - June 1992 EXECUTIVE DIRECTOR, MOUNTAIN WOOD, a 66 bed facility providing chemical dependency treatment
for adults and adolescents.
Responsibilities:
o Supervised the Medical Director, Clinical Director, Directors of Quality
Assurance and Admissions, Administrator and had a dotted line relationship with the Director of Marketing.
o Quality
of clinical care, census and bottom line.
Accomplishments:
o Developed a short term (5-7 days), detoxification, stabilization,
intensive assessment and transfer program (ADAPT).
o Converted a single adult intermediate care program into two discrete
programs, a General Chemical Dependency and a Dual Disorders Program, permitting more focused, appropriate care and greater
reimbursement.
o Increased revenue $100 PPD from 1991 to first quarter 1992.
o Reduced non-routine discharges
to 2.9%.
o Converted adolescent program to a Dual Disorder Program with more appropriate treatment and increased
reimbursement.
1984 - 1991 ADDICTION RECOVERY CORPORATION, Rockville, Maryland
1987 - 1991 SENIOR VICE PRESIDENT
FOR CLINICAL PROGRAMS for a 502 bed, seven site inpatient and three site outpatient, proprietary chemical dependency treatment
provider. Reported to the President and Chairman of the
Board. Directly supervised corporate quality assurance and clinical
supervisory staff and indirectly supervised senior clinical staff at each of the program sites.
1984-1987 VICE PRESIDENT
FOR CLINICAL PROGRAMS AND
COMPANY FOUNDER, reporting to the President.
Responsibilities:
o Supervised all clinical
care delivered.
o Supervised quality assurance activities including licensure and JCAHO compliance.
o Developed
new clinical programs.
o Created and maintained of corporate image of quality treatment in the professional community
through provision of workshops and other training.
o Marketed new and innovative clinical services.
o Managed the
Corporation through a senior management team of corporate executives.
o Managed an in-house gatekeeping services for
employees and their dependents needing treatment for chemical dependency.
Accomplishments:
o Developed and implemented
a corporate-wide system of formal clinical supervision.
o Developed a comprehensive, quantifiable compensation system
for clinicians keyed to education, experience and certification/licensure.
o Developed a number of formal, clinical assessment
and treatment instruments and protocols.
o Developed and implemented specialty treatment tracks including those for cocaine
addicts, relapsers and law enforcement officers.
o Developed and implemented a team treatment system.
o Implemented
a variable length of stay, multi-level approach to delivering care.
o Directed the development and implementation of
the first and only residential program specifically designed for the treatment of chemically dependent gay men and lesbians
(Pride Institute).
o Reduced non-routine discharges by 42%.
o Developed day and evening intensive outpatient
treatment programs.
o Developed capability to treat increasingly complex patients characterized by lack of healthy support
systems and psychiatric comorbidity.
o Designed and marketed "Clinical Partnerships" with outpatient providers.
The
above accomplishments were the result of reconceptualizing treatment and the systems for its delivery, increasing the clinical
competence by training current clinical staff, supporting staff acquisition of additional certification and education, and
recruiting staff with more mental health experience and training.
1980-1984 MEDIPLEX Newton, Massachusetts
1982-1984,
DIRECTOR OF CHEMICAL DEPENDENCY PROGRAMS of the
substance abuse division of Mediplex, which operated three inpatient chemical
dependency facilities of 370 beds and a series of outpatient facilities (Bay Colony). Reported to the Corporate Vice President
for Operations. Supervised
Executive Directors of all the inpatient facilities.
Responsibilities:
o Supervision
of the quality of clinical care delivered at the facilities.
o Management of the division through an executive management
committee of five senior staff. Operational responsibilities for all facilities.
o
Creation and maintenance of corporate image of quality treatment in the professional community through provision of workshops
and other training.
1980-1982, EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER
OF SPOFFORD HALL (a Mediplex facility
in Spofford, New Hampshire).
Reported to Vice President of Operations for Mediplex. Hired all staff, developed clinical
program and opened the facility. Supervised Directors of Marketing, Nursing, Clinical Director, Physician and Controller.
Responsibilities:
o
Quality of clinical care, census, bottom line.
o Developed and managed a contract to provide short-term residential substance
abuse treatment in a community hospital in Northern Vermont.
o Development and maintenance of a quality image to professional
and referent community.
Accomplishments:
o Was Executive Director of Spofford Hall when it was chosen one of the seven
best inpatient rehabilitation centers for alcoholism in the United States by Family Circle magazine in April, 1982 (was also
the former
Executive Director of one of the other six chosen).
o Developed, implemented and supervised the first
residential family, cocaine, relapse and adolescent programs on the East Coast.
o Helped the company grow from 1980 revenues
of $15,765,000 and pre-tax income of $299,000 to 1983 revenues of $34,980,000 and pre-tax income of $5,006,000.
o
Increased occupancy rates of substance abuse facilities from 27% (1980) to an average of 88% (1983).
o Designed,
implemented and supervised a 5-10 day, 15 bed inpatient detoxification, assessment and referral unit in a community hospital
in Vermont. Recruited key staff and negotiated an all-inclusive per diem contract with Blue Cross. This was the first contract
of its kind in an
acute care hospital in New England for chemical dependency treatment services provided through a managed
unit in a community hospital.
o Designed the program and recruited executive director for a 20 bed chemical dependency
rehabilitation unit in a community hospital in Western New York.
1979-1980 ADDICTION TREATMENT ASSOCIATES
Wyomissing,
PA
PRESIDENT AND FOUNDER of an addictions consulting firm providing clinical program development, feasibility studies,
marketing studies, program and staff development services and other consulting services to providers and
would-be providers
of chemical dependency treatment services.
Accomplishments:
o Developed the clinical program for Fenwick Hall while
a full-time consultant to Psychiatric Institute of America.
o Wrote a successful proposal submitted to the Pew Foundation
for the capital funding ($250,000) of a residential family program building for a new Pennsylvania treatment facility
(Marworth).
o While a consultant to another Pennsylvania inpatient chemical dependency treatment center threatened with
loss of their Blue Cross contract and their third and final JCAHO non-accreditation decision, obtained the maximum two-year
accreditation, doubled occupancy, increased Blue Cross per diem reimbursement by 38% and brought the
facility to a
profit-making position for the first time in
eleven years. o Provided
feasibility studies which resulted in the recommended development of two facilities (Pennsylvania) and the recommended termination
of development of a third (Ontario, Canada).
1962-1979 CARON FOUNDATION (formerly CHIT CHAT FOUNDATION)
Wernersville, PA
1972-1979, EXECUTIVE DIRECTOR OF CHIT CHAT FARMS AND CARON HOSPITAL and VICE PRESIDENT OF CARON FOUNDATION,
a 63 bed inpatient rehabilitation facility and a 20 bed inpatient detoxification facility. Reported to the Chairman of the
Board. Supervised the directors of Therapy, Nursing, Administration, Finance and Medical Director.
Responsibilities:
o
Quality of clinical programs, census, revenue and expenses, budgeting, and contract negotiations for third party reimbursement.
o
Supervision of all department heads.
o Liaison with board of directors and advisory board.
1971-1972 DIRECTOR
OF THERAPY OF CHIT CHAT FARMS
Responsibilities
o Direct administrative and clinical supervision of all clinical
staff.
o Quality of clinical care.
1962-1971 CLINICAL PSYCHOLOGIST/THERAPIST, CHIT CHAT FARMS
Responsibilities:
o
Patient evaluation.
o Group, individual and family counseling.
o Treatment planning and case management.
o
Didactic presentations to patients.
Accomplishments:
o Brought the rehabilitation facility from 35 to 63 beds, developing
a unique system of case management in order to provide the highest quality of care to this larger patient population.
o
Designed and implemented the program for the first, free-standing medical detoxification facility in Pennsylvania (Caron Hospital).
o
Was Principal Investigator for NIAAA Demonstration Project No. 21835, Alcoholism Treatment - An Interdisciplinary Approach,
a three year Chit Chat Farms patient outcome study.
o Brought this non-profit foundation from a precarious financial
position and reliance on donated income to a net revenue of $225,000 in 1978 (final full year of Executive Directorship).
o
Developed and implemented a departmentalized budgeting and planning system where none had previously existed.
o During
the last five years of employment, operated Chit Chat Farms at 100% occupancy with a waiting list.
o In 1975, in
conjunction with Capitol Blue Cross (Harrisburg, PA) developed a model insurance benefits package for residential, non-hospital
alcoholism treatment.
1965-1972 ST JOSEPH S HOSPITAL Reading, Pennsylvania
CLINICAL PSYCHOLOGIST/GROUP THERAPIST
(part time) for a state health department funded outpatient clinic for the treatment of alcoholics and their family members.
Reported to the Hospital Administrator (administrative) and the Medical Director (clinical).
Responsibilities:
o
Initial intake and evaluation of patients.
o Therapy group for alcoholics ranging in sober time from none to five years.
1964-1968
ST. JOSEPH'S VILLA, Stirling, New Jersey
PSYCHOLOGICAL CONSULTANT (part time) for an inpatient treatment center for alcoholic
Roman Catholic clergy. Reported to the Director.
Responsibilities:
o Providing didactic presentations.
o Group
therapy.
o Individual counseling.
1961-1962 COMMONWEALTH OF PENNSYLVANIA, DEPARTMENT OF
CORRECTIONS, Philadelphia,
PA
CLINICAL PSYCHOLOGIST at Eastern Diagnostic and Classification Center, located in Eastern State Penitentiary, an evaluation
unit for sentenced male,
adult felons. Reported to the director of the unit.
Responsibilities:
o Psychological
evaluation of inmates.
o As part of an evaluation team, made recommendation for which of the state institutions to refer
each inmate to serve his sentence.
Accomplishments:
o For the first time in the state penal system, developed and
implemented a program to help inmates determine whether alcohol was a/the reason for their incarceration and, if so, apprize
them of the various resources at each of the state institutions at which they would serve their sentences.
EDUCATION:
B.A.,
Psychology, 1958, Temple University, Philadelphia
M.A., Clinical Psychology, 1960, Temple University, Philadelphia, PA
LICENSES/CERTIFICATION
CREDENTIALS:
CLINICAL PSYCHOLOGIST, Pennsylvania License PS001546-L
MASTER ADDICTION COUNSELOR (M.A.C.) #501640
FELLOW AMERICAN COLLEGE OF ADDICTION TREATMENT ADMINISTRATORS (FACATA) I.D. # 0000135
Board Certified by THE AMERICAN
ACADEMY OF PSYCHOLOGISTS TREATING ADDICTION
OTHER PROFESSIONAL ACCOMPLISHMENTS:
CO-EDITOR (with
David Powell, Ph.D.) of the Journal of Chemical Dependency Treatment)
MEMBER, ASAM Steering Committee, Coalition for
National Criteria
CHAIR, ASAM Level III Workgroup for revisions to ASAM PPC-2 and 2R
An AUTHOR of the American
Society of Addiction Medicine original Patient Placement Criteria for Substance-Related Disorders, Second Edition (ASAM PPC-2)
and Second Edition Revised (ASAM PPC-2R) and member of the ASAM Criteria Steering Committee.
CHAIR of the National
Clinical Criteria Revision Task Force, (formerly the ASAM Task Force) the purpose of which was to revise and expand the original
ASAM "Patient Placement Criteria for the Treatment of Psychoactive Substance Use Disorders" to the ASAM PPC-2.
MEMBER
of the Center for Substance Abuse Treatment (CSAT) Treatment Improvement Protocol (TIP #26), Substance Abuse and the Older
American and CHAIR of the work group on Patterns of Psychoactive Prescription Drug Use.
MEMBER
of the Center for Substance Abuse Treatment (CSAT) Treatment Improvement Protocol (TIP), Guidelines for the Treatment of Alcohol
and Other Drug (AOD) Abusing Adolescents and CHAIR of the work group on placement criteria.
MEMBER of both the adult
and adolescent work groups which developed patient placement criteria (admission, continued stay and discharge) for the National
Association of Addiction Treatment Providers (NAATP) and the American Society of Addiction Medicine (ASAM), now the ASAM Patient
Placement Criteria for Substance Related Disorders.
CHAIRMAN of the NAATP Criteria Task Force.
MEMBER
of a panel which developed clinical supervisory training packages and credentialing standards for the Education and Training
Program (ETP) as part of a contract with the National Association of Drug and Alcohol Counselors.
CHAIRMAN of the
Accreditation Subcommittee of NAATP which worked to integrate alcoholism and drug specific standards into the Joint Commission
on Accreditation of Hospitals (JCAH, now JCAHO) standards, both Consolidated and HAP standards.
SPEAKER at the First
Pan American Congress on Alcoholism and Addiction held in Buenos Aires, Argentina, October, 1978 (one of only two presenters
from the U.S.).
MEMBER of the seven person Alcohol Task Panel of the President's (Carter) Commission on Mental Health
(1978).
MEMBER of a five person panel selected by NIAAA which reviewed the contract proposal for national certification
of alcoholism counselors (1979).
GRANT REVIEWER FOR NIAAA's Ad Hoc Review Committee (1972-1975).
CONSULTANT
to the Alcoholism Program of JCAH which developed the first Accreditation Standards for Alcoholism Programs (1974) and for
review of the JCAH Hospital Accreditation Program (HAP) standards for inclusion of
appropriate content for alcoholism
and drug treatment programs.
CONSULTANT to the Roy Littlejohn Project, a contract from NIAAA through which were developed
the first national standards for the certification of alcoholism counselors.
FOUNDER AND CHAIRMAN of the Private Rehabilitation
Section of The Alcoholism and Drug Problems Association of North America (ADPA).
CHAIRMAN of the Pennsylvania Alcoholism
Counselors Association Certification Board which developed certification standards for alcoholism counselors in Pennsylvania.
CHAIRMAN
of the New Hampshire Certification Committee which developed certification standards for alcoholism and drug counselors in
New Hampshire.
CONSULTANT to Jefferson Insurance Company of New York which developed the first professional liability
insurance package specifically for clinicians working in the field of alcoholism and drug addictions.
CONSULTANT to
Alvernia College (Reading, PA) for development of a Baccalaureate degree in Alcoholism and Drug Addiction Counseling and Administration
(1978).
INSTRUCTOR/LECTURER at Rutgers Summer School of Alcohol Studies, the Rutgers Advanced School of Alcohol and
Drug Studies (formerly the Rutgers Alumni Institute and the New Jersey Summer School on Alcohol and Drug Studies since 1975.
Also helped plan the 1978 and 1982 Rutgers Alumni
Institute week long schools on "Alcoholism and Sexuality."
MEMBERSHIP/ACTIVITIES:
FOUNDING
BOARD MEMBER, National Association on Aging and Behavioral Health
BOARD MEMBER Northeast Florida Council on Alcohol
and Drug Abuse
BOARD MEMBER Committee on Outcome-Based Benefits (COBB) and Cape Cod Symposium on Addictive Disorders
BOARD
MEMBER, National Treatment Consortium.
MEMBER, Behavioral Work Group, Ohio Hospital Association (1993 to
1995).
CHAIRMAN, National Clinical Criteria Revision Task Force of the National Association of Addiction Treatment
Providers.
BOARD MEMBER, National Association of Addiction Treatment Providers (NAATP), 1982-1991, 1996 to 1999.
BOARD
MEMBER and then ADVISORY COUNCIL MEMBER, Jewish
Alcoholism, Chemically Dependent and Significant Others (JACS).
BOARD
MEMBER, Alcohol and Drug Problems Association of North America (ADPA); MEMBER of ADPA's Committee on Product Development and
Marketing Practices of the Beverage Industry.
TREASURER of ADPA, CO-CHAIRPERSON of the ADPA Section Council.
MEMBER,
Accreditation Council, Eastern Area Alcohol Education and Training Program (EAAETP).
MEMBER, Treatment Committee
of Association of Labor-Management Administrators and Consultants on Alcoholism (ALMACA), now the Employee Assistance Professionals
Association (EAPA).
MEMBER, Mental Health/Mental Retardation, Drug and Alcoholism, Development Disability Subcommittee
of the Health Systems Council of Eastern Pennsylvania, Inc. (five-county HSA).
BOARD MEMBER, Council on Chemical Abuse
(COCA), the drug and alcohol coordinating body for Berks County in Pennsylvania; CHAIRMAN of the Coordinating Council of COCA.
Active
in the national effort to certify alcoholism counselors, including testimony before the National Advisory Committee to NIAAA
in 1976.
INSTRUCTOR at Alvernia College, teaching the course, Psychology of Addiction.
LECTURER/INSTRUCTOR/TRAINER
for schools of alcohol and drug studies including the Mid-South School, and schools in Pennsylvania, Maryland, Delaware, New
Jersey, New York, Florida, Kentucky, New England, North Carolina, South Carolina, Alabama, New Mexico, West Virginia, Texas,
Mid-South, Ohio and Alaska and for counselor associations in Pennsylvania, New Jersey, New York, Missouri, Kentucky, Michigan,
North Carolina, Georgia, Delaware, Maryland, Virginia, Massachusetts, Vermont, Arkansas, Florida and Ohio.
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