Building Towards Successful Policy Management Webinar Series

All organizations need well-managed policies and procedures. Your policies and procedures are the first line of defense against risk, and they help your organization run smoothly. Is your policy management process effective? Is it up-to-date? Now is a good time to review your policy management process. We've created a three-part webinar series to help you. 

Etactics has partnered with IntraVires Health Compliance Consultants to provide you with the basics of good policy management and some tips to build engagement. We explore how to establish a reliable process for policy management, implement the process, and the best practices to follow to successfully manage your policies.

We invite you to join us in April, May, and June, to explore the fundamentals of successful policy management and learn how to apply them in your organization. 

Below are the links to each webinar, Click the links for each of these helpful and informative webinars to save your seat! 


Shelley’s prior experience includes more than 20 years as a lawyer and health care compliance executive. For nearly nine years, she served as an attorney at the law firm of Roetzel & Andress in Akron, Ohio. She was one of the first health care compliance officers in Ohio after joining Humility of Mary Health as its corporate responsibility officer in 1997. Her career includes roles as the vice president of legal services and chief compliance officer at Forum Health in Ohio, vice president of

president of corporate compliance and internal audit at Porter Hospital System in Indiana, and vice president and corporate responsibility officer for Via Christi Health in Wichita, Kansas. Shelley also was the institutional compliance officer at an academic medical center in Dallas, Texas


Dan’s professional experience includes population health science research, compliance, and higher education. He reviewed courses co-developed by the Wisconsin Center for Health Enhancement Systems Studies (CHESS) and the US Substance Abuse and Mental Health Services Administration (SAMHSA) that aimed to improve behavioral health practitioners’ strategic business planning under the Affordable Care Act.

Dan was a researcher in the population cohort study, Assessing the Nutrition Environment in Wisconsin Communities (ANEWC). In Chicago, he was assigned to Presence Health Partners as a Compliance Specialist supporting Shelley Koltnow in her consulting role at Presence Health. Dan assisted in evolving compliance and ethics programs for multiple payer networks within Presence Health Partners, as well as its Shared Savings Accountable Care Organization (MSSP-ACO) and Medicaid Accountable Care Entity (ACE). He assisted in developing compliance committees at three regional hospitals. He supported Presence Health Partners in its audit preparations for Blue Cross Blue Shield of Illinois and the Centers for Medicare and Medicaid Services. Dan has supported IntraVires Health as a Consultant since 2015.


Since receiving a B.A. in English from Kent State University, J.P. has accumulated over 7 years of project management and sales experience within the healthcare space. Currently, he is a regional sales manager for Etactics, Inc. and has lead multiple product development efforts including Etactics’ A/R Insite™ and K2 Compliance™ cloud-based solutions.