meet the team

PTAC’s team of seasoned consultants have years of experience providing effective technical assistance to state PASRR programs. Their areas of expertise include mental and behavioral health, intellectual and developmental disabilities, person-centered PASRR evaluations, financing of PASRR Specialized Services, nursing facility care planning, PASRR-related data analysis, and the intersection of PASRR and Olmstead compliance.

Nancy Shanley

PTAC Consultant specializing in PASRR evaluations and person-centered planning

Shirlene Harris

 PTAC Consultant: AR, LA, NM, OK, TX 

Shirlene Harris is a Senior Research Leader in the Government Health and Human Services Division at IBM Watson Health.  For over 15 years, Ms. Harris has been involved with various long-term care projects, home and community-based waivers, and behavioral health programs, including direct services, supports, advocacy, and state policy for individuals with developmental disabilities, substance use disorders and the elderly. Ms. Harris has provided technical assistance to states to improve the quality of care for individuals receiving long-term services and supports, as well as utilizing person-centered planning practices. 

Edward Kako

PTAC Director

Dr. Kako is a Senior Associate at Mission Analytics Group, Inc. (Mission). Dr. Kako has experience managing policy analysis, quality assurance, report writing, technical assistance, and strategic planning, both as project director and as a task lead on various projects. Dr. Kako’s recent and current work has focused on approaches to rebalancing long-term care. Dr. Kako serves as the Mission Project Director of the Preadmission Screening and Resident Review (PASRR): Technical Assistance to States project with CMS (under subcontract to IBM Watson Health), which is designed to help states fulfill PASRR's promise to help individuals with mental illness and/or intellectual and developmental disabilities avoid inappropriate institutionalization. In this role, Dr. Kako led the development of the PASRR Technical Assistance Center (PTAC) website,

Dustin Dodson


PTAC Consultant Specializing in Care Planning in Long-Term Care Facilities

Dustin Dodson, MBA, has over 20 years of experience working in nursing facilities and hospitals. Dustin has an in-depth knowledge of how the PASRR process works (and doesn't work) across the continuum of care and services. Having served on the State of Colorado Community Living Advisory Group (the Colorado implementation plan of the Olmstead Act) and other initiatives, such as No Wrong Door and Money Follows the Person, Dustin has an appreciation of the impact of an effectively administered PASRR program and understands the relationship of PASRR to fiscal responsibility, person-centered planning, and broad stakeholder roles.

Nancy Shanley, M.S., has over 25 years of experience working with individuals with behavioral health, intellectual, and developmental disorders.  Nancy is versed in PASRR regulatory and management requirements and was selected by CMS as a consultant for the national PASRR Technical Assistance Center, where she trained Central and Regional CMS staff on PASRR and audit measures, provided PASRR consultation to several states, wrote multiple PASRR white papers for the PTAC, including one on best-practice Level I systems, and co-development of pending CMS standards within the MDS for triggering Status Changes.  

Pam Raby is a Licensed Advanced Practice Social Worker who serves as Chief Development Officer and Partner for Ascend Management Innovations, a national provider of healthcare management and PASRR services. Since 1990, Pam has provided consultation to numerous state government agencies in the implementation of PASRR and Long Term Care initiatives, including strategies for designing workflow, technology infrastructure, reporting considerations, and quality indicators. Pam has over 30 years of experience providing national consulting, multi-level policy development, and oversight of both managed care and treatment services.

Pam Raby 

PTAC Consultant specializing in PASRR evaluations and person-centered planning

Andrea Womack

 PTAC Consultant: CO, MA, ND, SD, UT, WY

Andrea Womack, M.A, is Director of Quality and Independent Contractor Services for Ascend Management Innovations (d/b/a DDM Ascend). In this role, she oversees quality monitoring and reporting for Ascend’s PASRR and Utilization Review services as well as technical and quality support services for over 400 PASRR and specialty assessment independent contractors. Ms. Womack has designed and implemented quality protocols for multiple states to ensure compliance with state and federal PASRR requirements, clinical integrity, and person-centered assessments. Ms. Womack has also developed and delivered PASRR training for assessors, providers, clinical and quality reviewers. During her tenure at Ascend she has also overseen implementation and operations for multiple PASRR state projects.

Beth Lewis

PTAC Consultant: IL, IA, MI, MN, OH, WI

Beth Lewis is a Licensed Clinical Professional Counselor, and currently works as a Senior Health Researcher at IBM Watson Health.  Since joining the Watson Health team in 2017, she has worked on multiple projects focused on long-term services and supports and providing technical assistance to states; these projects include work on the Innovation Accelerator Program targeted towards state progress on value-based payment incentives for home and community-based services (HCBS), providing support to states who were pursuing improved data analytics in their long-term services and supports programs, and participating on the health and welfare special reviews team to assist states in strengthening their management of critical incidents for participants receiving HCBS.

Richard Sanderson

PTAC Consultant: IA, KS, MO, NE

Richard Sanderson, M.A., is founder and principal of Integrated Health Initiatives (IHI), a behavioral health (BH) consulting firm located in Charleston, SC.  In collaboration with physician groups and managed-care organizations, IHI creates programs that detect and address cognitive and mental health disorders in elderly and other patient populations. These initiatives are aligned with the Patient-centered Medical Home (PCMH) model of care that emphasizes care coordination, transitional care management and patient engagement regarding healthcare decisions. Richard has thirty years of BH experience, including sixteen years as a clinician in Virginia and North Carolina. He worked as staff psychologist in a community MH/DD/SA program where he conducted Social Security Disability evaluations and provided outpatient services for persons transitioning from psychiatric hospitals to their communities.

Frank L. Tetrick, III, MA joined PTAC in 2011, bringing more than 32 years of experience in direct and administrative service within the Commonwealth of Virginia behavioral health and developmental services system. Frank has taken an active role in helping advance the understanding and implementation of specialized services and promoting PASRR collaboration. From 2003 to 2011 Frank served as Assistant Commissioner for the Virginia Department of Behavioral Health and Developmental Services (DBHDS), where he was responsible for leadership of offices that funded and monitored community services supported with state, federal, or grant funds. Frank’s community experience includes serving as Executive Director of a community services board (CSB), Director of Quality Management, and supervision of emergency services.

Frank L. Tetrick, III

 PTAC Consultant: NY, NJ DE, DC, MD, PA, VA, WV CA, AZ, HI, NV, AK, ID, OR, WA

Jenn Ingle

 PTAC Consultant: AL, FL, GA, KY, MS, NC, SC

Jennifer Ingle, MS, is an Associate in the Human Services Group at Technical Assistance Collaborative.  Jennifer has 17 years of experience working with elders and people with psychiatric disabilities in various capacities, including case management, program management, and policy design and improvement. Ms. Ingle has conducted policy work on grants, state initiatives and waiver programs, program evaluation, and quality improvement of programs for elders and people with disabilities, and has expertise in stakeholder engagement, quality oversight, and program evaluation.

Pat Rivard

PTAC Consultant: CT, ME, MA, NH, RI, VT

Pat Rivard, Senior Research Leader at IBM Watson Health, has extensive experience providing quality improvement technical assistance to states and developing data collection and assessment tools. She has worked with CMS to conduct on-site reviews to support states’ efforts to ensure the health and welfare of individuals enrolled in 1915c Waiver Programs. She was a member of the IBM team that contributed to the CMS TEFT demonstration working on testing functional assessment standardized items (FASI) and testing FASI-based performance measures in-home and community-based settings.Ms. Rivard also provided on-site and virtual support to states as part of the CMS National Quality Enterprise including the development and support of quality improvement activities in-home and community-based support systems. 

PTAC currently serves as a contractor for the Centers for Medicare & Medicaid Services 

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