Tara Petty
MBA, MSW, LCSW-S | Case Management | Patient Advocacy | Critical Thinking | Community Relations | Staff Leadership
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About
Commendable public speaking, interpersonal communication, and training facilitation skills to establish rapport, build productive partnerships, and engage with a broad range of stakeholders. Adept at balancing multiple tasks and priorities in a fast-paced environment, adhering to sensitive deadlines, taking on new tasks/challenges with ease, and quickly mastering complex information. Collaborative leader with a management style that builds respect, trust, and credibility to draw out the best in each individual to achieve team success.
Recognized by supervisors for exemplary work ethic, effective job performance, and consistently maintaining a positive and professional demeanor. ICD 10 coding with DRG/CMG and Case Mix experience to maximize reimbursement and patient resources efficiently
Experience
Psychotherapist at Bee Well Solutions (2024-01 – Present)
- Conduct individual and group psychotherapy sessions for clients facing a variety of mental health issues, including anxiety, depression, stress and relationship challenges.
- Develop personalized treatment plans based on client assessments, using evidence-based therapeutic approaches such as CBT, Solution Focused, and mindfulness techniques.
- Provide crisis intervention and support for clients experiencing acute psychological distress.
- Maintain confidential client records, documenting therapy sessions, treatment plans, and progress notes in accordance with HIPA regulations.
- Engage in continuous professional development through workshops, seminars, to stay updated with the latest advancements in psychotherapy.
- Offer flexible scheduling options to accommodate the diverse needs of clients.
- Deliver presentations at community events on topics such as coping with anxiety, building resilience, and mental health awareness.
Palliative-Care Navigator LMSW at Kelsey-Seybold (2021-01 – Present)
- Conduct assessments and provide psychosocial education, mediation, and crisis intervention for patients, and family caregivers
- Utilize case management skills for caseload by serving as a community liaison with hospices, home health care, nursing homes and assistant living facilities to ensure care coordination
- Created and coordinate interdisciplinary team meetings to review current cases
- Provide counseling and direct clinical and medical psychosocial support for individuals affected by chronic or terminal illness
- Arrange family meetings to ensure goals of care are established and followed
- Developed and implemented procedures for department restructure
- Assist with onboarding and support of new staff and providers.
- Oversight of Palliative RN and MA
Social Worker PRN at Houston Methodist (2019-12 – Present)
- Conduct psychosocial assessments on patients for safe discharge planning and educational needs
- Collaborate with physician and interdisciplinary team to execute the patient’s plan of care and ensures the patient family teaching is complete
- Maintain a regular caseload of more difficult and complex patient care problems
- Lowered Length of stay from 5.1 to 3.6 average on covering unit
- Educates patient and family on discharge options and levels of appropriate care
- Communicates with physicians as patient’s condition warrants
- Assist with training new weekend social workers and RNs
Director of Case Management at Sugar Land Rehab Hospital (2018-10 – 2020-02)
- Developed guidelines and processes for Case Management Department to open a brand new 41-bed inpatient hospital and a successful Joint Commission accreditation
- Develop a network of service providers with the goal of preventing readmissions and improving patient care throughout the care continuum.
- Conducted complex psychosocial assessments and interventions to ensure safe and timely discharge
- Function as Clinical Liaison to pursue referrals and patient admissions getting ADC from 0-15. Coordinate community events to enhance hospital awareness and market services.
- Serve as the face of the organization with ongoing and open communication to physicians and other healthcare providers to maintain and grow relationships, thereby ensuring provider loyalty and retention.
- Oversight of department of 8 that included RNs, Coder, PPS Cord., volunteers, and admissions staff.
Lead Case Manager at Kindred Healthcare (2018-02 – 2018-10)
- Acted as Director of Department during absence of leadership personnel for department of 5
- Developed new guidelines for Case Management Department to streamline day to day work processes.
- Precepted new employees and acted as a key informational resource for Case Management Department employees.
- Performed complicated and routine discharge planning for patients with complex medical needs, keeping quality and safety in mind.
- Collaborated with Interdisciplinary Team on a regular basis so that patients may have a safe and timely transition of care.
- Worked closely with physicians to continually modify care based on patient condition while performing reviews of Medical Necessity for admission and continued-stay criteria using Interqual to ensure compliance.
- Collaborated with insurers and managed care Case Managers to secure proper reimbursement for hospital services.
- Managed a large caseload of patients and performed psychosocial assessments as well as continued support and communication regarding the unique and individual needs of patients and families.
Hospice Social Worker at Cantex Continuing Care Network (2017-01 – 2020-01)
- Conducted hospice 101 for patients and family to educate on hospice services available, and sign consents.
- Assisted with educating patients and family regarding the Out Of Hospital DNR, and provide information regarding Funeral Planning/Funeral Homes.
- Participated in Interdisciplinary Team meetings to review patients' plan of care, disease prognosis, and families' coping mechanism regarding patient care.
- Assessed for needed Community Resources and make appropriate referrals and alternative residential placement if necessary.
Director of Social Services at Royal Oaks Residence and Rehab (2015-08 – 2018-02)
- Developed psychosocial assessment and care plans for each patient that identified medically related social and emotional problems and needs.
- Participated in interdisciplinary care plan conferences and contributed to the development of care plans for patients.
- Established specific discharge plans and realistic goals for each patient consistent with medically related social and emotional needs.
- Oversight of department of 6 that included prn social workers, interns, activity coord., volunteers.
Social Work Intern at Brentwood Behavioral Health Hospital (2014-08 – 2015-05)
- Established specific discharge plans and realistic goals for each patient consistent with medically related social and emotional needs.
- Conducted psychosocial assessments and implemented treatment goals and objectives.
- Review patients’ plan of care and provide daily documentation for quality improvement.
- Maintained the functionality of a therapeutic milieu, facilitating individual, groups, and family sessions. Facilitate individual, group and family sessions
- Monitored progress of patients by daily documenting of patient charts and individual processing with patients.
- Ensured effective discharge planning to provide for the continuity of care to decrease the likelihood of readmissions.
Social Work Intern at Willis-Knighton Medical Center (2013-08 – 2014-08)
- Conducted complex psychosocial assessments and interventions to ensure safe and timely discharge and prevent avoidable readmission.
- Effectively collaborated with physicians, nurses, ancillary staff, payers, patients and families to develop discharge plans consistent with patient choice and available resources to achieve optimal outcomes.
- Identified any address barriers to patient discharge by educating patients, physicians as well as healthcare team to the relevance of safe timely patient transition.
- Maintained detail documentation to support patient care.
Case Manager at Community Support Programs (2012-06 – 2013-06)
- Facilitated group, individual, and parenting sessions to assist with family reunification.
- Conducted anger management and visit coaching with parents.
- Maintained documentation to adhere with company polices and guidelines.
- Contributed in meetings with Department of Children and Family Services as necessary with monthly reports.
- Participated in required in-service trainings to promote individual growth.
Education
Global Master of Business – University of Houston-Victoria (2023-07)
Master of Social Work – Grambling State University (2015-05)
Bachelor of Art in Sociology – Louisiana Tech University (2012-05)

