Optum Advisory's Margin Transformation practice is led by a team of experienced healthcare operators, advisors, and strategists who have spent their careers inside health systems — not just studying them. Every engagement is personal. Every result is shared.
Morgan leads Optum Advisory's Margin Transformation practice, overseeing supply chain, revenue cycle, and workforce advisory services for health systems across the country. She brings together a team of experienced operators and advisors to help hospital and health system leaders find and capture real, sustainable savings — and build the internal capabilities to maintain them.
Under Morgan's leadership, the practice has delivered hundreds of millions in documented savings across dozens of health system engagements — with a track record built on partnership, not just recommendations.
With 18+ years of experience and an average client ROI of 4:1, Morgan has built the Margin Transformation practice around translating executive vision into measurable, lasting operational results across revenue cycle, workforce, and supply cost. She earned her Bachelor of Science in Business from Wake Forest University.
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TJ brings 20+ years of revenue cycle leadership, helping health systems navigate the full spectrum of transformation — from patient access modernization and CDI to denials prevention, automation, and vendor strategy. He is known for connecting board-level strategy with hands-on execution, and holds an MBA in Health Care Management from Belmont University.
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Doug brings 30+ years of healthcare revenue cycle expertise, specializing in organizational transformation, process redesign, and RCM technology implementation across acute and ambulatory settings. Since joining Optum in 2012, he has led high-profile standardization projects for multi-entity health systems and is a sought-after speaker for revenue cycle industry organizations.
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David has spent 15+ years partnering with 50+ health systems — including Johns Hopkins, Mayo Clinic, Kaiser Permanente, and UPMC — to drive revenue cycle improvement through CDI, denials prevention, and AR optimization. His engagements have delivered results including $12M reimbursement improvements and 10:1 ROI.
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Renee is a Fellow of HFMA with 25+ years of revenue cycle expertise, specializing in Revenue Integrity, Epic implementation, and A/R optimization. Before Optum, she served as VP of Revenue Cycle at Ensemble Health Partners and led Epic EHR implementations for complex multi-hospital health systems.
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Samantha combines deep revenue cycle expertise with a focus on client relationships — helping health systems understand their options and navigate what an engagement actually looks like. She serves as the primary point of contact for all new inquiries and makes sure every conversation starts on the right foot.
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Derek leads Optum Advisory's Supply Chain practice, helping health systems across the country find and capture hard-dollar savings through strategic sourcing, contract renegotiation, GPO optimization, and value analysis. With over two decades of healthcare experience, he's led initiatives resulting in hundreds of millions in documented savings for hospital and health system partners.
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Sherilynn specializes in helping health systems build sustainable workforce models — reducing premium labor dependency, improving retention, and creating the governance structures that make lasting change possible. She brings deep operational experience from inside health systems and translates it into practical, durable solutions for workforce leaders and CFOs.
🔗 Connect on LinkedInOur team has held operational and financial leadership roles inside hospitals and health systems — which means we understand what it actually takes to implement change, not just recommend it.
We don't measure success by deliverables submitted. We measure it by savings captured, processes changed, and results that hold up six months after we've left the room.
Every engagement is built around your people, your data, and your priorities. We bring the expertise and bandwidth — your team brings the context. That combination is what makes results last.
Whether you're exploring options or ready to move forward, our team is here to help.