National Retail Medical Director QuadMed / Walmart Care Clinics - Sussex, WI Position Specification

National Retail Medical Director
   QuadMed / Walmart Care Clinics
                             Sussex, WI

                        Position Specification

                           December, 2014

400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com

Executive Summary
QuadMed is seeking a National Retail Medical Director for Walmart Care Clinics (WCC), a collaboration
between Walmart and QuadMed. In partnership with the National Director of Clinical Operations, this
individual will play a major role in building and managing an innovative model of primary care services.

The Opportunity
Walmart, in partnership with QuadMed, is creating a new model of primary care to serve both Walmart
customers and Walmart Associates who work in the stores. The clinics are being developed from the
ground up with a focus on primary care and chronic disease management. The model incorporates
physicians and mid-level providers, and offers clinical extenders greater scope and opportunity to
practice at the top of their license. The National Retail Medical Director and the National Director of
Clinical Operations will have an opportunity to shape the model of primary care delivery. The positions
offer the opportunity for talented leaders to grow the organization by building a solid foundation for
recruitment and internal leadership development functions that support a model of care that is
effective, efficient and scalable. As a key decision maker, the National Retail Medical Director will have
substantial influence over the evolving service model, will oversee the Quality Management
Department, and will be a leader in the recruitment and development of high performing and mission
driven clinicians and staff. In collaboration with the National Director of Clinical Operations, s/he will
help shape the culture of the organization and make a significant contribution to the mission and vision
of WCC.

This is an opportunity for a talented physician leader, who is a strategic thinker with the ability to
influence, communicate and build relationships, to be instrumental in developing innovative healthcare
systems that focus on affordable quality healthcare to communities of individuals.

The Organizations
Walmart Care Clinics
Walmart Care Clinics are a collaboration between Walmart and QuadMed (see organization descriptions
below). The Walmart Care Clinics are primary healthcare clinics located inside Walmart stores. WCC is
owned by Walmart and operated by QuadMed LLC. WCC offer high-quality primary care services at
affordable prices for Walmart Associates as well as retail customers. The Walmart Care Clinics are
creating a new price position for retail health services, which aim to provide Associates and retail
customers with greater access to quality and affordable healthcare to improve lives.

As the largest private employer in the U.S., Walmart is committed to finding ways to drive down
healthcare costs for the more than 1.1 million associates and family members covered by Walmart
healthcare plans nationwide. For most Walmart associates and their families who are on a Walmart
health plan, the Walmart Care Clinics office visit costs them only $4. For customers, an office visit to the
Walmart Care Clinic costs only $40.

Associates and customers can also expect industry-leading prices on additional services beyond the
office visit, such as vaccines and laboratory tests, for which separate charges apply.

                400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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The first Walmart Care Clinic opened in Copperas Cove, Texas in April 2014 and by the year’s end the
number of Walmart Care Clinics will total 17. Staffed by licensed nurse practitioners, the Walmart Care
Clinics offer a number of healthcare services available at everyday low prices, including:
           Wellness and preventive care, such as health screenings, vaccinations and
            laboratory testing
           Basic acute care, including diagnosis and treatment of illnesses such as flu and strep
           Management of certain chronic conditions such as diabetes, asthma and high blood
            pressure
           Referrals to specialists, as needed

Since 2005, Walmart has leased space in its stores to local health systems and other healthcare
providers who own and operate clinics and provided basic acute care in its stores. As of April 2014, there
are more than 100 of these clinics in operation across the U.S.

The Walmart Care Clinics’ Difference
The Walmart Care Clinics are different – they are owned by Walmart. The Walmart Care Clinics also go
beyond basic acute care and offer the services expected from a primary care provider, such as wellness
and preventive care, management of chronic conditions and specialist referrals. Walmart is working with
QuadMed to help source and manage qualified health care professionals who will serve patients in the
Walmart Care Clinics. QuadMed is nationally recognized for offering onsite primary care clinics and
healthcare management solutions designed to increase quality and decrease costs.

Walmart Care Clinics’ Values
Walmart Care Clinics have a commitment to excellence, transparency, innovation and compassion.
           Excellence: Everyone at the Walmart Care Clinics should bring their best
            performance to work every day. We invest in our learning and development to be
            sure that we can deliver safe, high quality and affordable care to as many patients
            as possible every day.
           Transparency: We believe in being transparent with our prices with our patients.
            We also believe in being transparent in our feedback and sharing issues and
            opportunities for improvement. We owe it to our patients to do so every day.
           Innovation: We are doing something fundamentally different in healthcare in the
            United States. To succeed we need every person looking for new and different ways
            to do things better.
           Compassion: We deal every day with the delicate emotional and physical ailments
            of our patients. Those patients deserve not only quality care and affordable prices,
            but also the human compassion expected in such a delicate situation.

Walmart
Since the first Walmart store opened in 1962 in Rogers, Arkansas, the organization has been dedicated
to making a difference in the lives of customers. The business is the result of Sam Walton's visionary
leadership, along with generations of associates focused on helping customers and communities save
money so they can live better. From the beginning, integrity has defined who Walmart is as a company
and how they arrive at where they are going next.

                400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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Walmart and Sam's Club serve customers and members more than 200 million times per week at more
than 10,000 retail units under 69 different banners in 27 countries. With fiscal year 2013 sales of $466
billion, Walmart employs 2.2 million associates worldwide, collaboratively working across disciplines to
save people money so they can live better.

The success of Walmart and Sam’s Club shows that greater prosperity through low prices is a universal
truth. This philosophy extends beyond just saving money. Walmart brings mobile solutions to
customers, giving them anytime/anywhere access to our endless aisle. Walmart and Sam’s Club are also
taking the lead on the pressing social issues of our time. From shrinking our carbon footprint to opening
new Walmart Supercenters in “food deserts” and creating jobs in distressed communities, they are
helping people live better in more ways than ever before. Further information on Walmart can be
accessed at www.walmart.com.

QuadMed
QuadMed is a nationally recognized provider of onsite, near site and shared employer- sponsored health
and wellness solutions engaged by Walmart to partner in the development and operations of the WCC.
The model features a full continuum of high-quality, patient centered services proven to decrease costs
by increasing accessibility and engagement. QuadMed’s 20 plus year track record of success is rooted in
integrating prevention focused primary care with leading edge technology and analytics. Created in
1990 as a subsidiary of Quad/Graphics, a leading global printer that is redefining print in today’s
multichannel media world, QuadMed now serves more than 90 clients in more than 80 health centers,
which can be tailored to fit virtually any size of location. Further information on QuadMed can be
accessed at www.quadmedical.com.

The Position
Reporting to the Managing Director of Walmart Care Clinics, the National Retail Medical Director
(NRMD) will set and execute overall medical policy and will be responsible for defining the scope of
services and standards of clinical performance for the Walmart Care Clinics (WCC or Clinics). In
partnership with the National Director of Clinical Operations (NDCO), s/he will develop and execute
quality management and improvement programs across all Clinics and will serve as the Chief Quality
Officer for WCC, representing the integrity of clinical and operational quality to WCC fiduciaries. The
NRMD is ultimately accountable for the selection, oversight and job performance of all Medical
Directors and Supervising Physicians. S/he will partner with the NDCO to oversee the clinical care
delivered by nurse practitioners through established joint clinical oversight processes.

The NRMD will directly oversee Regional and Cluster Medical Directors as well as the WCC informatics
and health analytics programs and staff. S/he will have direct oversight over the Quality Management
Department and its Director, in strong partnership with the NDCO. The NRMD will be expected to guide
the deployment of the electronic health record and guide the selection and adoption of health
informatics tools and systems that will facilitate efficient quality and clinical oversight.

Critical to the success of the new NRMD will be developing and sustaining relationships with physicians
in communities served by WCC. The NRMD will, over time, develop a robust primary and specialty care
referral network to ensure that the Clinics are part of a seamless continuum of high quality, efficient and
effective care and will ensure optimal integration of WCC’s patient care services and delivery across the
network. Leveraging Medical Directors at the Regional and local levels, s/he will nurture strong and
mutually satisfying relationships with community physicians.

                400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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As the first dedicated NRMD for WCC, this individual will have the opportunity to create his/her imprint
on the way in which this position evolves as a critical link between WCC, Walmart and community
delivery system leaders. Part of the NRMD’s job will be to integrate quality care delivery and effective
clinical operations under WCC’s comprehensive quality program. S/he will be responsible for
coordinating clinical and operational improvement, effective case and resource management, and
similar quality-related activities across WCC. The NRMD will be responsible for integrating both quality
and cost information, co-leading (with the NDCO) data-driven improvement initiatives, and for engaging,
coaching, and mentoring Medical Directors. S/he will ensure that credentialing, clinical risk management
and regulatory compliance are appropriately structured and operationalized.

The NRMD will promote a culture that fosters a continuing and strong commitment to collaboration
among NPs (Nurse Practitioners), MAs (Medical Assistants), Medical Directors and community providers
to maintain safe, accessible, and high quality care, community based services, and patient, staff and
practitioner satisfaction.

To be successful in the WCC environment, the NRMD must be respected for his/her clinical competency
and as a capable leader with sufficient experience to earn the respect of the WCC practitioners as well
as the WCC executive team. S/he will demonstrate the energy to drive growth, change and
improvement. S/he must able to work effectively with community physicians and constituents while also
holding the respect of the business leadership team.

The NRMD must be viewed as making well-informed, reasoned, authoritative, collaborative and
implementable recommendations regarding clinical program structure and operations, resource
stewardship, standards of quality and performance, and support for community values, ensuring that
these are well aligned with WCC approaches and values.

Key Responsibilities
   1. Accountable for the smooth functioning of the WCC clinical oversight and quality
      management and improvement programs to ensure all Clinics and providers are
      delivering high quality, efficient care.
   2. Accountable for clinical quality at all WCC sites. Serves as Chief Quality Officer for the
      WCC business and co-chairs the National Quality Committee.
   3. Participates in WCC strategy development and assists with setting long term business
      goals and objectives.
   4. Develops and implements community clinical partnering strategies, including developing
      processes to evaluate, select, recruit, and on-board community primary care physicians
      as Medical Directors and creating and implementing the Clinic referral networks.
   5. Partners with Director of Clinical Operations to ensure smooth, efficient and safe
      operations and close collaboration between Medical Directors and clinic providers.
   6. Responsible for recommendations and final determination of clinic scope of services,
      policies/protocols for patient care, and for managing care continuity for patients who
      require resources beyond the scope of Clinic services.
   7. Accountable for clinical performance of CMIO, Regional and Cluster Medical Directors,
      and Clinic Medical Directors.
   8. Partners with Director of Talent Management on clinical aspect of training and
      continuing education of provider staff.

               400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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9. Delivers regular education sessions on clinical topics and delivery of care for the
        provider network.
    10. Participates in the selection, configuration and adoption of health information and
        medical informatics technologies.
    11. As a member of the WCC Senior Management team, works closely with Walmart and
        QuadMed senior leadership and participates in strategic planning and execution, assists
        in matters related to the provider staff and clinical care delivery systems, and
        collaborates with Clinic operational leadership on the development of effective clinical
        service delivery.
    12. Represents Clinic to community providers and health systems to maximize alignment of
        Clinics and community interests.
    13. Works collaboratively with the Director of Clinical Operations, NP staff, MA staff, and
        other clinical and administrative professionals to ensure the delivery of outstanding care
        to WCC patients.
    14. Ensures compliance with the requirements of all entities regulating WCC quality and
        accreditation.
    15. Leads efforts to enhance patient and practitioner satisfaction, based on survey results
        and programs.
    16. Evaluates opportunities for developing clinical services and programs, prioritizing those
        opportunities with the greatest potential for producing positive clinical and business
        results.
    17. Spearheads physician leadership development to further build clinical, operational and
        management strength in physician leaders at all levels.
    18. Facilitates and leads teams in identifying and implementing resource management
        opportunities and outcomes management programs, including: pathway development,
        disease management and clinician education.

Critical Success Factors
In his/her first year, the NRMD will:
       Develop close and trusted relationships with Walmart Care Clinics’ executive leadership,
        NDCO, Clinics’ provider and staff, store managers and community providers
       Partner closely with the NDCO to fully implement WCC clinical oversight, quality and
        performance improvement programs
       Effectively represent Walmart Care Clinics to Associates, community customers, and
        community providers
       Ensure robust and scalable Medical Director recruitment and onboarding process is in
        place
       Finalize and refine Clinics’ scope of service definition
       Ensure that evidence based clinical protocols are in place and in use for conditions
        commonly encountered in the Clinics

The Candidate
The ideal NRMD for Walmart Care Clinics will be an energetic, entrepreneurial Board Certified and
licensed physician (MD or DO), preferably experienced as a primary care provider, with a passion for the
potential of retail primary care and disruptive innovation within the health care delivery system. S/he
should value the role and contributions of advanced level independent practitioners and be skilled in

                400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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engaging NPs, MAs, and physicians in improving the quality and efficient delivery of primary care in a
non-traditional setting. S/he will be a capable physician leader who has previously been effective in a
complex, fast paced, multi-site ambulatory environment utilizing a range of advanced and midlevel
practitioners as care providers and extenders and where clinical reputation, community relationships,
physician-hospital collaboration and high standards of quality are valued. Previous retail experience is
highly desirable but not required. The NRMD will have an excellent working knowledge of modern
quality, safety, and performance improvement methodologies, will have experience in bridging the
primary care and referral settings, and will understand the factors necessary to maintain and grow
services in a rural community setting that includes and engages both local providers in a high performing
network.

The NRMD will demonstrate:
       At least five years of experience practicing medicine in a multi-site primary or
        ambulatory care setting, with a focus on quality improvement and operations required
       A strong health informatics background including comfort with a variety of electronic
        health record platforms and skills in health data informatics
       Experience developing primary and specialty care networks to support fluid community
        referrals and cross-provider communications
       A working understanding of the design and operation of modern quality and safety
        systems in the ambulatory settings
             o Formal training (desirable) and experience (required) with quality improvement
                  tools and processes, LEAN or Six Sigma, and applicable experience applying
                  these in the implementation of quality and performance improvement activities
       Proven background in providing quality management across a complex, multi-site
        system environment
       Strong communications skills and excellent interpersonal skills
       Familiarity with processes required to achieve and maintain compliance with applicable
        federal, state and local healthcare regulations
       Well-developed critical thinking and problem solving skills
       Ability to work collaboratively as well as autonomously
       Ability to recruit, train, mentor and motivate physicians and staff at all levels of
        experience to adopt evidence-based practices and to participate in performance
        improvement activities
       A track record as an effective and articulate convener of collaboration between
        advanced        level     practitioners,     mid-level    practitioners,    physicians and
        management/administration
       Commitment to an environment of respect and high accountability
       Facility in strategically aligning clinical operations with enterprise business goals
       The ability to understand, gain acceptance for and manage change
       The ability to manage through influence and to develop a collaborative culture
       Experience and skills as an effective teacher and mentor
       High energy and passion for the mission and potential of retail based providers as strong
        elements of an innovative delivery system

               400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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Candidates for this position should:
       Be passionate, dynamic, entrepreneurial and value driven advocates for clinical and
        operational excellence
       Be comfortable and enthusiastic working in a startup environment
       Enjoy and be committed to innovation and excellence in primary care practice
       Demonstrate the ability to advocate for local and regional priorities, while maintaining a
        strong commitment to overall enterprise vision and strategy
       Be effective at developing and implementing a vision for program growth, development
        and community provider engagement
       Be appealing and genuine in varied leadership roles such as role model, partner,
        confidante, colleague, coach, and manager so that he/she can recruit, secure and
        solidify provider commitment to that vision
       Be seen as a thoughtful “problem solver” who understands the perspectives of varied
        constituencies and is able to identify and build a team approach to advance commonly
        held values
       Value consensus and mutual respect, while being able to hold accountability and
        effectively advance an agenda forward in settings where there is less than total
        agreement
       Possess excellent written, oral and presentation skills, enabling him/her to be an
        effective communicator and persuader in dialogue with providers, staff, and community
        as well as business leaders
       Have credibility with physicians, nurses and allied health professionals
       Have the ability to coalesce input from diverse constituencies into a broadly supported
        agenda
       Be articulate, approachable, collaborative and unafraid to take appropriate risks
       Display the warmth and interpersonal skill required to effectively communicate and
        collaborate in the face of disagreement or skepticism

Compensation
A compensation package will be constructed commensurate with the background and experience of the
selected candidate and includes a comprehensive benefits program. Most significant is the opportunity
to assume a key leadership role in a thriving and growing innovative health care business.

For More Information
Interested parties please send resume and cover letter to WalMartNatlMedDir2114@ZurickDavis.com.
For additional questions please contact Myranne Janoff at 781.938.1975 or Tamar Axelrad at
617.272.0087. All contact with ZurickDavis will remain confidential.

                400 TradeCenter, Suite 5900, Woburn, MA 01801 781-938-1975 www.zurickdavis.com
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