Medical Home Summit Conference
Medical Home Summit Conference
Medical Home Summit Conference
Medical Home Summit Conference
Medical Home Summit Conference
Medical Home Summit Conference



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Preconferences / Day I | Day 3


NATIONAL MEDICAL HOME SUMMIT AGENDA:
DAY II
Tuesday, March 24, 2015

7:00 a.m. Registration Opens

OPENING PLENARY SESSION: THE CURRENT LANDSCAPE
8:00 a.m.

Welcome and Overview

Marci Nielsen, PhD, MPH
Chief Executive Officer, Patient-Centered Primary Care Collaborative, Washington, DC (Co Chair)

    Speaker Bio

    Dr. Marci Nielsen is Chief Executive Officer of the Patient-Centered Primary Care Collaborative (PCPCC). She previously served as Vice Chancellor for Public Affairs and Associate Professor within the Department of Health Policy and Management at the University of Kansas School of Medicine, where she was twice awarded Professor of the Year by her students. She also served on the Board of Directors of the Health Care Foundation of Greater Kansas City, TransforMED, LLC (a wholly owned, non-profit subsidiary of the American Academy of Family Physicians), and the MidAmerica Coalition on Health Care. She also has been a committee member on the Institute of Medicine's Leading Health Indicators for Healthy People 2020 and Living Well with Chronic Illness: A Call for Public Health Action. She serves as the first public (non-physician) member on the American Board of Family Medicine. Prior to rejoining the KU faculty, she was appointed by then-Governor Kathleen Sebelius to oversee Kansas' health care agency, the Kansas Health Policy Authority (KHPA). At the national level, she has worked as a legislative assistant to U.S Senator Bob Kerrey (D-Nebraska) and as the health lobbyist and assistant director of legislation for the AFL-CIO. She earned her MPH degree from George Washington University and her PhD in Health Policy and Management from the Johns Hopkins School of Public Health.
    Presentation Material (Acrobat)
8:15 a.m.

Policy and Workforce Issues for the New Primary Care

Kavita Patel, MD
Managing Director for Clinical Transformation and Delivery, Engelberg Center for Healthcare Reform, The Brookings Institution; Former Director of Policy, The White House, Washington, DC

    Speaker Bio

    Dr. Kavita Patel is Managing Director for Clinical Transformation and Delivery in the Engelberg Center for Health Care Reform at the Brookings Institution in Washington, DC. She is also a practicing primary care internist at Johns Hopkins Medicine. She served in the Obama Administration as director of policy for the Office of Intergovernmental Affairs and Public Engagement in the White House and played a critical role in policy development and evaluation of policy initiatives connected to health reform, financial regulatory reform, and economic recovery issues. Previously, as deputy staff director on health for the late Senator Edward Kennedy, she served as a policy analyst for the Senate Health, Education, Labor and Pensions (HELP) Committee under Sen. Kennedy's leadership. She was also a researcher at the RAND Corporation and a practicing physician in both California and Oregon. She is a previous Robert Wood Johnson Clinical Scholar and earned her medical degree from the University of Texas Health Science Center and her master's in public health from the University of California Los Angeles.
    Presentation Material (Acrobat)
9:00 a.m.

What Does the Research Tell Us?

Lisa Dulsky-Watkins, MD
Principal, Granite Shore Consulting, LLC, Ferrisburgh, VT

    Speaker Bio

    Dr. Lisa Dulsky-Watkins is the Director and one of the founding members of the Milbank Memorial Fund-supported Multi-State Collaborative. She is the former Associate Director and Chief of Operations for the Vermont Blueprint for Health at the Department of Vermont Health Access, where she served from 2008 to 2013. Prior to that, she was a researcher at the Vermont Program for Quality in Health Care, Inc., a medical content reviewer at Problem-Knowledge Couplers Corporation, and a primary care pediatrician in Vermont.

    Dr. Dulsky-Watkins serves as cabinet member of the Advocacy and Public Policy Center of the Patient-Centered Primary Care Collaborative; the patient-centered medical home advisory committee of the National Committee for Quality Assurance; and the best practices innovation collaborative of the roundtable on value and science-driven health care of the Institute of Medicine of the National Academies. She is a frequent guest lecturer, presenter, or panelist at academic, state, and national health care reform and policy conferences.
    Presentation Material (Acrobat)
Debbie Peikes, PhD
Senior Fellow, Mathematica Policy Research, Princeton, NJ

    Speaker Bio

    Dr. Debbie Peikes is a Senior Fellow in the Princeton, NJ office of Mathematica Policy Research. She serves as the project director and/or principal investigator of a large initiative to improve the performance of nearly 500 primary care practices in seven regions for CMS, a foundational study of medical homes for AHRQ; and an evaluation of care coordination for CMS. She has also conducted studies of health policies and programs for the Robert Wood Johnson Foundation, the Medicare Chronic Care Practice Research Network, Aetna, United, the United Auto Workers, HRSA, and SSA. Her paper on care coordination in JAMA was awarded Best Paper by both AcademyHealth and the National Institute for Health Care Management, and another in Health Affairs was selected to be one of the most influential of the year by the Robert Wood Johnson Foundation. Dr. Peikes has regularly taught a graduate class on program evaluation at Princeton University's Woodrow Wilson School. She holds an MPA in economic policy and a PhD in public policy from Princeton University, and was a Fulbright Scholar.
    Presentation Material (Acrobat)
Robert L. Phillips Jr., MD, MSPH
Vice President for Research and Policy, American Board of Family Medicine, Washington, DC

    Speaker Bio

    Dr. Robert Phillips is Vice President for Research and Policy for the American Board of Family Medicine (ABFM). A graduate of the Missouri University of Science and Technology and the University of Florida College of Medicine, he trained in family medicine at the University of Missouri in 1998 and then completed a two-year fellowship in health services research and public health. From 2004-2012, he was director of the Robert Graham Center, Washington DC, and in 2012 the ABFM created the new position he now holds. He currently practices part-time in a community-based residency program in Fairfax, VA and has faculty appointments at Georgetown University, George Washington University, and Virginia Commonwealth University. He served on the AMA Council on Medical Education and as president of the National Residency Matching Program. From 2006-10, he was vice chair of the US Council on Graduate Medical Education, and he was named a Fulbright Specialist to the Netherlands in 2012. He was elected to the Institute of Medicine of the National Academies of Science in 2010.
    Presentation Material (Acrobat)
Elana Gordon
Health Care Reporter, WHYY Health & Science Show, The Pulse, Philadelphia, PA (Moderator)

    Speaker Bio

    Elana Gordon is a member of WHYY's Health & Science desk in Philadelphia and producer on the station's new health and science show, The Pulse. She is a fellow with the NPR and Kaiser Health News Reporting Project on Health Care in the States. Prior to coming to Philadelphia, she covered the health beat at KCUR 89.3FM in Kansas City, Mo. She holds a dual degree in political science and music from Barnard College. It was there that she first caught the radio bug as an occasional host/producer for the music program, In All Languages, on WKCR 89.9 FM.
10:00 a.m. Break
10:30 a.m.

Bringing It All Together at the Practice Level

Rushika Fernandopulle, MD, MPP
Founder and Chief Executive Officer, Iora Health, Cambridge, MA

    Speaker Bio

    Dr. Rushika Fernandopulle is the Founder and Chief Executive Officer of Iora Health in Cambridge, MA, and one of the great innovators in primary care models. He was the first Executive Director of the Harvard Interfaculty Program for Health Systems Improvement, and served as a Managing Director of the Advisory Board Company. He serves on the faculty and earned his AB, MD, and MPP degrees from Harvard University and completed his clinical training at the Massachusetts General Hospital.
    Presentation Material (Acrobat)
11:15 a.m.

Managing Population Health in the Medical Home--Promise and Pitfalls

Jaan Sidorov, MD, FACP
Author, Disease Management Care Blog; Health Care Consultant, Harrisburg, PA

    Speaker Bio

    Dr. Jaan Sidorov is a board certified general internal medicine physician with over 25 years of experience in primary care, disease management, population based care coordination, and health care analytics. He has over 45 peer-reviewed publications, including one on the electronic health record that was listed as "most read" by Health Affairs. He owns a successful care management consulting practice, serves as a chief medical officer at an innovative medical technology company, is an experienced and widely sought public speaker and is the author of the popular Population Health Blog. He earned his Masters in Health Services Administration from Marywood University in Scranton, PA. He is certified as a Managed Care Executive by the American Association of Health Plans and has his certificate in Education from the National Association of Corporate Directors (NACD). He sits on the editorial advisory board for Managed Care, Disease Management Advisor, Medical Home News, and Disease Management/Population Health Management; as well as the advisory board of the Chronic Care Group of the HealthSciences Institute.
    Presentation Material (Acrobat)
11:45 a.m. Networking Lunch
12:00 p.m. Optional Luncheon Networking Roundtables

Topic: Interprofessional Workforce Training
Host: William J. Warning MD, Program Director, Crozer-Keystone Family Medicine Residency Program, Crozer-Keystone Health System and Co-Director, PCPCC Education and Training Task Force, Springfield, PA

Topic: Using Practice Facilitators to Initiate Quality Improvement
Host: Debbie Peikes, PhD, Senior Fellow, Mathematica Policy Research

    Speaker Bio

    Dr. Debbie Peikes is a Senior Fellow in the Princeton, NJ office of Mathematica Policy Research. She serves as the project director and/or principal investigator of a large initiative to improve the performance of nearly 500 primary care practices in seven regions for CMS, a foundational study of medical homes for AHRQ; and an evaluation of care coordination for CMS. She has also conducted studies of health policies and programs for the Robert Wood Johnson Foundation, the Medicare Chronic Care Practice Research Network, Aetna, United, the United Auto Workers, HRSA, and SSA. Her paper on care coordination in JAMA was awarded Best Paper by both AcademyHealth and the National Institute for Health Care Management, and another in Health Affairs was selected to be one of the most influential of the year by the Robert Wood Johnson Foundation. Dr. Peikes has regularly taught a graduate class on program evaluation at Princeton University's Woodrow Wilson School. She holds an MPA in economic policy and a PhD in public policy from Princeton University, and was a Fulbright Scholar.
DAY II AFTERNOON - MEDICAL HOME SUMMIT MINI SUMMITS
MINI SUMMIT I: CLINICAL HEALTH COACHING
1:15 p.m. Welcome and Overview of the Mini Summit

William K. Applegate, PhD, CPC
Chief Executive Officer, Iowa Chronic Care Consortium and Founder of Clinical Health Coach® Training, West Des Moines, IA (Mini Summit Chair)

    Speaker Bio

    Bill Appelgate is the Executive Director of the Iowa Chronic Care Consortium and Founder of the Clinical Health CoachĒ Training. He believes that inspiring improved personal health behaviors is the change-the-world strategy required for the future of healthcare in America. His professional work has included service as a director of a university research center, a college foundation director, a college president, CEO of two comprehensive, innovative healthcare organizations in Wisconsin and Iowa, and Vice President, Des Moines University, a graduate health sciences university and medical school. The Iowa Chronic Care Consortium is a population health capacity building organization with clients and trainees in 32 states. It has received national recognition for its particular skill in leveraging technology to achieve high touch health behavior change in populations. Dr. Appelgate has a BS degree from Iowa State University, an MA from Loyola University of Chicago, and a PhD from Southern Illinois University.
1:30 p.m. Architects for Health: Health Coaches in the Clinical Setting

William K. Applegate, PhD, CPC
Chief Executive Officer, Iowa Chronic Care Consortium and Founder of Clinical Health CoachĒ Training, West Des Moines, IA

    Speaker Bio

    Bill Appelgate is the Executive Director of the Iowa Chronic Care Consortium and Founder of the Clinical Health CoachĒ Training. He believes that inspiring improved personal health behaviors is the change-the-world strategy required for the future of healthcare in America. His professional work has included service as a director of a university research center, a college foundation director, a college president, CEO of two comprehensive, innovative healthcare organizations in Wisconsin and Iowa, and Vice President, Des Moines University, a graduate health sciences university and medical school. The Iowa Chronic Care Consortium is a population health capacity building organization with clients and trainees in 32 states. It has received national recognition for its particular skill in leveraging technology to achieve high touch health behavior change in populations. Dr. Appelgate has a BS degree from Iowa State University, an MA from Loyola University of Chicago, and a PhD from Southern Illinois University.
    Presentation Material (Acrobat)
2:00 p.m. Making it Work: Practical Considerations from Early Adopters of Health Coaching in the Medical Home

Shirley Roberts, MA
Principal, Roberts Health Solutions, Dallas, TX

    Speaker Bio

    Shirley Roberts is a healthcare consultant working in program development and population health. Her leadership experience in clinical and business operations at an academic medical center spanned two decades, during which time she led clinical program development, hospital operations, managed care contracting, research administration, and partnered with physician leadership to develop practice assessment analytic tools. As a consultant, Ms. Roberts directed the procurement and operationalization of a mobile clinic unit; developed and tested a health and wellness program for a rural pre-Medicare population; and is supporting a community-based initiative to catalyze action around children's health and wellness. Ms. Roberts holds a Master's of Public Health degree from the University of Michigan School of Public Health.
    Presentation Material (Acrobat)
2:30 p.m. Inserting Health Coaches into a Patient-Centered Team

David Carlyle, MD
Board Certified in Family Medicine, Hospice, and Palliative Medicine and Geriatric Medicine. McFarland Clinic, Ames, IA

    Speaker Bio

    Dr. David Carlyle is a practicing, board-certified family physician and co-medical director of Homeward Hospice, as well as the former chair of the Iowa Legislative Healthcare Coverage Commission. For more than 25 years, he has served on legislative committees and a variety of commissions for the Iowa Academy of Family Physicians, the Iowa Medical Society, and the American Academy of Family Physicians. He was on the Iowa Tobacco Use and Prevention and Control Board Commission for six years, serving as chair for two years. Dr. Carlyle is a former chair of the Board of Director for the Iowa Prescription Drug Corporation, a nonprofit organization that provides medicines to the uninsured. He has been honored for his wide-ranging work in public health, receiving the American Academy of Family Physicians' Award for Public Health, two Iowa Senate Commendations for his work for children's insurance and anti-tobacco efforts, as well as numerous other awards and special acknowledgements for his work as a physician. He received an appointment to the United States Advisory Board to the Consumer Operated and Oriented Plan (Co-Op) Program. He earned his BA from the University of Notre Dame and his MD from the University of Iowa. Dr. Carlyle is a volunteer physician at the Ames Free Clinic. He lives in Ames, Iowa with his wife. Their two daughters also are physicians.
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3:00 p.m. Networking Break in the Exhibit Hall
3:30 p.m. All Primary Care Staff are Health Coaches

John Hickner, MD, MSC
Head, Family Medicine, University of Illinois Chicago, Chicago, IL

    Speaker Bio

    Dr. John Hickner is Head of Family Medicine, University of Illinois at Chicago School of Medicine. He received his M.D. degree from Indiana University, completed his family medicine training at the Medical University of South Carolina and earned a Masters degree in clinical research design and biostatistics at the University of Michigan School of Public Health. During the past 30 years Dr. Hickner has authored over 100 research publications; many are about patient safety. His professional activities include: founding member of the editorial board of The Journal of Patient Safety; Chair, AHRQ Special Emphasis Review Panel: Ambulatory Safety and Quality: Enabling Patient-Centered Care Through Health IT in June 2007; consultant to the American Medical Association on Medication Reconciliation, 2006-2007; consultant to the Health Education Research Trust (AHA) on patient safety assessment and professional education, 2006-2007; consultant to the American Board of Medical Specialties Patient Safety Improvement Program, 2006-2007; Patient Safety Advisory Committee, National Quality Forum, 2009-2010; and consultant, World Health Organization Primary Care Patient Safety Group Expert Panel, February 2012.
    Presentation Material (Acrobat)
4:00 p.m. Health Coaching in a Safety-Net Health System

Elizabeth Carter, MD
Chair, Department of Family Medicine, John Peter Smith Health Network, Ft. Worth, TX

    Speaker Bio

    Dr. Elizabeth Carter graduated North Texas State University in 1974 with a Bachelor of Arts degree in Social Work. She earned her Medical degree in 1981 from the University of Texas Medical Branch. Dr. Carter completed her residency in Family Medicine in 1984 at John Peter Smith Hospital. She also has a Board in Medical Acupuncture and Quality Assurance/Utilization Review. She served nine years as Medical Director for Physician Quality, and has an appointment as a Clinical Associate Professor in the Department of Family Medicine at University of Texas Southwestern in Dallas. In 2010, Dr. Carter was elected President of the Medical Staff at John Peter Smith Hospital. She became the Senior Vice President of Population Health 2012-2014. She currently is the chair of the department of Family Medicine and practices Family Medicine and Geriatrics.
    Presentation Material (Acrobat)
4:30 p.m. Faculty Panel and Audience Q&A

William K. Applegate, PhD, CPC
Chief Executive Officer, Iowa Chronic Care Consortium and Founder of Clinical Health CoachĒ Training, West Des Moines, IA (Moderator)

    Speaker Bio

    Bill Appelgate is the Executive Director of the Iowa Chronic Care Consortium and Founder of the Clinical Health CoachĒ Training. He believes that inspiring improved personal health behaviors is the change-the-world strategy required for the future of healthcare in America. His professional work has included service as a director of a university research center, a college foundation director, a college president, CEO of two comprehensive, innovative healthcare organizations in Wisconsin and Iowa, and Vice President, Des Moines University, a graduate health sciences university and medical school. The Iowa Chronic Care Consortium is a population health capacity building organization with clients and trainees in 32 states. It has received national recognition for its particular skill in leveraging technology to achieve high touch health behavior change in populations. Dr. Appelgate has a BS degree from Iowa State University, an MA from Loyola University of Chicago, and a PhD from Southern Illinois University.
5:15 p.m. Adjourn

MINI SUMMIT II: LESSONS FROM PCMH IMPLEMENTATION
1:15 p.m. Welcome and Overview of the Mini Summit

Lisa M. Letourneau, MD, MPH
Executive Director, Maine Quality Counts, Manchester, ME (Mini Summit Chair)

    Speaker Bio

    Dr. Lisa Letourneau serves as the Executive Director of Maine Quality Counts, a regional health improvement collaborative, and serves as physician champion for several quality improvement efforts, including the Maine Aligning Forces for Quality initiative and the Maine Patient Centered Medical Home (PCMH) Pilot. She is a graduate of Brown University and the Dartmouth-Brown Program in Medicine and is a board-certified internist who practiced emergency medicine for seven years before beginning her work in clinical quality improvement. Dr. Letourneau holds a Masters degree from the Harvard School of Public Health, and has a particular interest in helping to build connections between public health and clinical care, and the role of physicians in helping to develop and lead health improvement efforts.
1:30 p.m. Lessons from PCMH Implementation in New Zealand

John Morgan, MD
General Physician, Midlands Health Network, Hamilton, New Zealand

    Speaker Bio

    Dr. John Morgan gained his medical degree at Manchester University in the UK and then trained as a Family Physician. He has been in Family Medicine since moving to New Zealand in 1997. He now works as a Family Physician at Northcare Medical Centre in Hamilton where he was the Clinical Lead through development and implementation of the first Primary Care Medical Home in New Zealand. He splits his time between clinical practice and time as Medical Advisor with the Midlands Health Network, with a focus on further development of the Primary Care Medical Home model.
Helen Parker
General Manager, Integrated Family Health Services, Midlands Health Network, Hamilton, New Zealand

    Speaker Bio

    Helen Parker has had a clinical, managerial and academic career in UK health care spanning 30 years. She spent most of that time working in, or around, primary care. Before moving to New Zealand in 2013, Helen was involved at a national and local level in the development of new models of general practice. She supports the development and implementation of the Primary Care Medical Home model across the Midlands Health Network. Helen is also a Visiting Senior Fellow with the Nuffield Trust, London.
    Presentation Material (Acrobat)
2:00 p.m. Assuring Adequate Payment for Enhanced Primary Care--Lessons from the PCMH Pilots and Other Multi-Payer Experiences

Lisa M. Letourneau, MD, MPH
Executive Director, Maine Quality Counts, Manchester, ME

    Speaker Bio

    Dr. Lisa Letourneau serves as the Executive Director of Maine Quality Counts, a regional health improvement collaborative, and serves as physician champion for several quality improvement efforts, including the Maine Aligning Forces for Quality initiative and the Maine Patient Centered Medical Home (PCMH) Pilot. She is a graduate of Brown University and the Dartmouth-Brown Program in Medicine and is a board-certified internist who practiced emergency medicine for seven years before beginning her work in clinical quality improvement. Dr. Letourneau holds a Masters degree from the Harvard School of Public Health, and has a particular interest in helping to build connections between public health and clinical care, and the role of physicians in helping to develop and lead health improvement efforts.
    Presentation Material (Acrobat)
2:30 p.m. Key Factors in Successful Integration of Behavioral Health and Primary Care

Martin Abdo
Certified Peer Specialist and Peer Bridger, Harborview Medical Center, Seattle, WA

    Speaker Bio

    Martin Abdo, as a consumer advocate, was an Expert Review Group member who provided valuable feedback and improvement ideas on early drafts of the Implementation Guide Supplement Organized, Evidenced-Based Care: Behavioral Health Integration. In addition, he is a Certified Peer Specialist and Peer Bridger at Harborview Medical Center in Seattle Washington. He, like other Peer Specialists and Peer Bridgers, is well grounded in his recovery process. He has lived and successfully managed symptoms of mental health illness for the past twenty years. He was diagnosed with Bipolar in 1994. His role on inpatient and outpatient involves strong active listening skills, sharing his lived experience when appropriate, doing outreach, facilitating support groups, and communicating effectively to providers the needs of others, to name a few. He, like his fellow peers, are an intricate part of the clinical team.
Kathryn Phillips, MPH
Program Director, Patient-Centered Medical Home Services, Qualis Health, Seattle, WA

    Speaker Bio

    Kathryn E. Phillips, Program Director at Qualis Health, has a decade of experience in public health research, policy, and programming; healthcare purchasing and benefit design; and grants management. Since 2008, Ms. Phillips has directed regional and national patient-centered medical home (PCMH) demonstration projects for Qualis Health. She served as Director of the landmark Safety Net Medical Home Initiative (SNMHI), which developed, tested, and disseminated an evidence-based framework to guide primary care redesign; and provided technical assistance to help 65 primary care safety net practices adopt this model and achieve NCQA PCMH Recognition. Currently, Ms. Phillips' work focuses on developing and disseminating models and tools to support the integration of behavioral health and oral health services in primary care.
Anna D. Ratzliff, MD, PhD
Assistant Professor, Associate Director for Education, Division of Integrated Care and Public Health, AIMS Center, University of Washington, Seattle, WA

    Speaker Bio

    Dr. Anna Ratzliff is an Assistant Professor in the Department of Psychiatry & Behavioral Sciences at the University of Washington. Dr. Ratzliff received her MD/PhD in 2005 from the University of California, Irvine. She completed her residency training in psychiatry and served as the Chief Resident at the University of Washington Medical Center. Dr. Ratzliff currently serves as the Associate Director for Education for the Division of Integrated Care and Public Health, works as a consulting psychiatrist for the Mental Health Integration Program (MHIP) and trains psychiatric residents at the University of Washington. Her clinical expertise includes primary care consultation and providing mental health care to underserved populations. Dr Ratzliff's academic pursuits include developing strategies to provide mental health education to members of integrated care teams, and studying the impact of integrated mental health care programs in special populations. Please visit the AIMS Center Website (aims.uw.edu) for Collaborative Care information.
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3:00 p.m. Networking Break in the Exhibit Hall
3:30 p.m. Key Factors in PCMH ROI Success and Disappointment

Pamela Ballou-Nelson, PhD
Process Improvement Consultant, Encore, a Quintiles Company, Houston TX

    Speaker Bio

    Pam Ballou-Nelson is an RN with a BSN in nursing from University of Utah, MA in communications from Wheaton College, and a MSPH and PhD in Public Health from Walden University. Her forty-two years of varied experience in health care settings have resulted in a strong comprehensive understanding of health care, participating in many health care challenges and changes over those 42 years. Her skill-set covers population health, ambulatory practice management, clinical quality measure development and compliance, health system transformation, informatics, leadership development and extensive educational and mentoring involvement with medical staff and community. Pam currently works for Encore A Quintiles Company assisting health care systems with process improvement, clinical integration, PCMH and ACO transformation.
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4:00 p.m. The Top 10 Lessons Learned from the AAFP Medical Home Experiences

Amy Mullins, MD, FAAFP
Medical Director, Quality Improvement, American Academy of Family Physicians (AAFP), Leawood, KS

    Speaker Bio

    Dr. Amy Mullins currently serves as the Medical Director, Quality Improvement for the American Academy of Family Physicians (AAFP). She has 14 years of experience as a family physician, including expertise in practice transformation to the patient-centered medical home model of care. She most recently served as both a practicing family physician and as medical director at Trinity Clinic in Whitehouse, Texas. While there, Dr. Mullins helped lead her practice to a level III recognition from NCQA. She also served as a physician champion for Trinity Mother Frances Health System where she facilitated system-wide medical home implementation. Her current responsibilities with the AAFP include liaison work with other national organizations in the quality arena, as well as national-level policy and advocacy work emphasizing the PCMH. A native of Texas, she earned her Bachelor of Science degree at Abilene Christian University and her medical degree from UTMB in Galveston.
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4:30 p.m. Faculty Panel and Audience Q&A

Lisa M. Letourneau, MD, MPH
Executive Director, Maine Quality Counts, Manchester, ME (Moderator)

    Speaker Bio

    Dr. Lisa Letourneau serves as the Executive Director of Maine Quality Counts, a regional health improvement collaborative, and serves as physician champion for several quality improvement efforts, including the Maine Aligning Forces for Quality initiative and the Maine Patient Centered Medical Home (PCMH) Pilot. She is a graduate of Brown University and the Dartmouth-Brown Program in Medicine and is a board-certified internist who practiced emergency medicine for seven years before beginning her work in clinical quality improvement. Dr. Letourneau holds a Masters degree from the Harvard School of Public Health, and has a particular interest in helping to build connections between public health and clinical care, and the role of physicians in helping to develop and lead health improvement efforts.
5:15 p.m. Adjourn

MINI SUMMIT III: NEW MEDICAL NEIGHBORS
1:15 p.m. Welcome and Overview of the Mini Summit

Julie Schilz, BSN, MBA
Director, Care Delivery Transformation, WellPoint, Denver, CO (Mini Summit Chair)

    Speaker Bio

    Julie received her formal clinical training as a Registered Nurse at the University of Nebraska Medical Center in Omaha, Nebraska. Her business degree is from Regis University in Denver, Colorado. Julie's experience collaborating with healthcare organizations and industry stakeholders drives her expertise in care management, quality office system redesign programs, value based reimbursement programs and critical knowledge of Patient Centered Medical Home (PCMH), Accountable Care Organizations (ACO) and Health Information Technology (HIT). Julie is the Director, Care Delivery Transformation at WellPoint. Julie serves as Executive Committee Liaison to the Patient-Centered Primary Care Collaborative (PCPCC), and in this role works in partnership with PCPCC's board, stakeholder centers and executive committee to enhance communication and help guide PCPCC's strategic direction. She is on the Editorial Board for Medical Home News. Julie is on the Advisory Board for the NCQA 2014 recognition program development. Julie is an Executive Board Member for ClinicNet, a nonprofit organization that serves as a centralized voice for Community-Funded Safety Net Clinics.
1:30 p.m. The Best Kept Secret in Your Medical Neighborhood--Evidence-Based Cardiology and Pulmonary Rehabilitation

Marjorie L. King, MD, FACC, FAACVPR
Director, Cardiac Rehabilitation Services, Helen Hayes Hospital; Assistant Clinical Professor of Medicine, Columbia University, New York, NY

    Speaker Bio

    Dr. Marjorie King is Director of Cardiac Services at Helen Hayes Hospital in West Haverstraw, NY, and an Assistant Clinical Professor of Medicine at Columbia University. She is a Past President of the American Association for Cardiovascular and Pulmonary Rehabilitation (AACVPR) and received the AACVPR L. Kent Smith Award of Excellence in 2012. Dr. King is currently the Chair of the AACVPR Quality of Care Committee and has served on multiple American College of Cardiology, American Heart Association and CMS work groups related to performance measures, episodes of care, and shared accountability.
    Presentation Material (Acrobat)
2:00 p.m. Setting Local Public Health Priorities to Support Both Medical Homes and Population Health

LaQuandra S. Nesbitt, MD, MPH
Director, Department of Health, District of Columbia, Washington, DC

    Speaker Bio

    Dr. LaQuandra S. Nesbitt returns to the District of Columbia Department of Health (DOH) from the Louisville Metro Department of Public Health and Wellness (LMPHW), where she was the Director and leading public health expert in Louisville, Kentucky. As health Director of LMPHW, Dr. Nesbitt committed to five strategic priorities for Louisville Metro: creating a culture of health and wellness in Metro Louisville; an expanded focus on social determinants of health and health equity; strengthening public-private partnerships; increased connection between public health and clinical medicine; and implementing an outcomes driven approach to program and policy development. During her tenure at LMPHW, the agency released the first Louisville Metro Health Equity Report; expanded the Mayor's Healthy Hometown Movement to include tobacco prevention and control and chronic disease prevention and management; established the Mayor's Healthy Hometown Leadership Team leading to the successful implementation of the city's "health in all policies" approach; developed public-private partnerships to implement the Centers for Disease Control and Prevention's Community Transformation Grant program; and worked with all local healthcare systems to complete their community health needs assessments and community health improvement plans. Dr. Nesbitt also served as co-chair of the Mayor's Violence Prevention Work Group.

    Prior to her role in Louisville, Dr. Nesbitt served separate terms as Senior Deputy Director for the Community Health Administration and Senior Deputy Director for the Center for Policy, Planning, and Evaluation at DOH. Prior to joining DOH, Dr. Nesbitt was Assistant Professor in the Department of Family and Community Medicine and the Senior Coordinator for Health Disparities and Policy Research Initiatives in the Office of Policy & Planning at the University of Maryland School of Medicine.

    In addition to her professional activities, Dr. Nesbitt is a published author and served as an executive editor of Population Health: Management, Policy, and Technology, First Edition. She was an active member of the Louisville community and served on a number of boards and was also appointed by Governor Steve Beshear to a four year term as a member of Kentucky's Early Childhood Advisory Council.

    Dr. Nesbitt received her Bachelor of Science degree in Biochemistry from the University of Michigan-Ann Arbor, her medical degree from Wayne State University School of Medicine, and a Master of Public Health in Health Care Management and Policy from the Harvard School of Public Health. She completed an internship in family medicine at the University Hospitals of Cleveland/Case Western Reserve University. Dr. Nesbitt completed her family medicine residency in the University of Maryland's Department of Family Medicine where she served as chief resident. Dr. Nesbitt completed her fellowship training with the Commonwealth Fund Harvard University Fellowship in Minority Health Policy.
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2:30 p.m. Collaboration between Medical Homes and Urgent Care Clinics

Patricia Marine Barrett, MHSA
Vice President for Product Development, NCQA, Washington, DC

    Speaker Bio

    Tricia Marine Barrett joined NCQA in 2008 as the Vice President for Product Development. In this role, she is responsible for exploring new product concepts and evolving existing products to meet the needs of a changing health care environment. Prior to joining NCQA, Ms. Barrett was the lead consultant for General Motors on managed care. As HAP Associate Vice President and the Program Director for the HAP/GM Managed Care Consulting Team, she was responsible for evaluating the quality and efficiency of GM's managed care offerings nationally and for establishing supplier development activities with all of GM's HMOs. In this role, she participated on the NCQA Purchaser Advisory Council, the National Business Coalition on Health eValue8 Steering Committee and served as an author and scorer for the eValue8 RFI. She was also a member of the NCQA HEDIS Policy Panel and served as the Chairperson for the Measurement Committee of the Michigan Quality Improvement Consortium (MQIC). Ms. Barrett attended the University of Michigan receiving her Bachelors degree in Sociology and a Masters Degree in Health Services Administration from the School of Public Health.
    Presentation Material (Acrobat)

Richard Park, MD
Chief Executive Officer, CityMD, New York, NY

    Speaker Bio

    Dr. Richard Park is board certified in emergency medicine and completed his medical studies at Albert Einstein College of Medicine in NY. He completed his training in emergency medicine at Long Island Jewish Medical Center's Residency program where he served as chief resident. Dr. Park continued his career as the Associate Program Director of the residency program at NS-LIJ's emergency department and was awarded the Teaching Attending of the Year Award by his residents for 2003, 2004, 2005 and 2006. In 2007 he was recognized as an expert educator and awarded a system-wide award and additionally participated in the "Teach the Teacher" fellowship program. He is the author and co-editor-in-chief of McGraw-Hill's Intensive Review of Emergency Medicine. In addition, he educates residents and attending physicians alike as the co-director of the NS-LIJ's Manhattan Board Review for Emergency Medicine. He is also a graduate of the Wharton School of Business at the University of Pennsylvania.
    Presentation Material (Acrobat)
3:00 p.m. Networking Break in the Exhibit Hall
3:30 p.m. Oral Health and the Medical Home

David Tayloe, MD
Goldsboro Pediatrics, Goldsboro, NC

    Speaker Bio

    Dr. Dave Tayloe founded Goldsboro Pediatrics in 1977, after completing medical school at the University of North Carolina and pediatric residencies at St. Christopher's Hospital for Children and NC Memorial Hospital. Today, the practice provides comprehensive medical home services for a large rural area in four offices that are coordinated by health information technology.

    He serves as medical director for 6 school-based health centers that are integrated with the practice through electronic health records. Dave has been an architect of the North Carolina child health system that includes a physician-directed Medicaid managed care initiative, and a very successful CHIP program.

    Dr. Tayloe has served in leadership roles (President 1993-95) for the NC Chapter of the American Academy of Pediatrics (AAP) since 1983, and in the national AAP (District IV AAP Chairperson and Executive Committee (2001-2010), and Academy President (2008-2009)). He is on the AMA's Council on Legislation.
    Presentation Material (Acrobat)
4:00 p.m. Successful Integration of Behavioral Health and Primary Care

Martin Abdo
Certified Peer Specialist and Peer Bridger, Harborview Medical Center, Seattle, WA

    Speaker Bio

    Martin Abdo, as a consumer advocate, was an Expert Review Group member who provided valuable feedback and improvement ideas on early drafts of the Implementation Guide Supplement Organized, Evidenced-Based Care: Behavioral Health Integration. In addition, he is a Certified Peer Specialist and Peer Bridger at Harborview Medical Center in Seattle Washington. He, like other Peer Specialists and Peer Bridgers, is well grounded in his recovery process. He has lived and successfully managed symptoms of mental health illness for the past twenty years. He was diagnosed with Bipolar in 1994. His role on inpatient and outpatient involves strong active listening skills, sharing his lived experience when appropriate, doing outreach, facilitating support groups, and communicating effectively to providers the needs of others, to name a few. He, like his fellow peers, are an intricate part of the clinical team.
Kathryn Phillips, MPH
Program Director, Patient-Centered Medical Home Services, Qualis Health, Seattle, WA

    Speaker Bio

    Kathryn E. Phillips, Program Director at Qualis Health, has a decade of experience in public health research, policy, and programming; healthcare purchasing and benefit design; and grants management. Since 2008, Ms. Phillips has directed regional and national patient-centered medical home (PCMH) demonstration projects for Qualis Health. She served as Director of the landmark Safety Net Medical Home Initiative (SNMHI), which developed, tested, and disseminated an evidence-based framework to guide primary care redesign; and provided technical assistance to help 65 primary care safety net practices adopt this model and achieve NCQA PCMH Recognition. Currently, Ms. Phillips' work focuses on developing and disseminating models and tools to support the integration of behavioral health and oral health services in primary care.
Anna D. Ratzliff, MD, PhD
Assistant Professor, Associate Director for Education, Division of Integrated Care and Public Health, AIMS Center, University of Washington, Seattle, WA

    Speaker Bio

    Dr. Anna Ratzliff is an Assistant Professor in the Department of Psychiatry & Behavioral Sciences at the University of Washington. Dr. Ratzliff received her MD/PhD in 2005 from the University of California, Irvine. She completed her residency training in psychiatry and served as the Chief Resident at the University of Washington Medical Center. Dr. Ratzliff currently serves as the Associate Director for Education for the Division of Integrated Care and Public Health, works as a consulting psychiatrist for the Mental Health Integration Program (MHIP) and trains psychiatric residents at the University of Washington. Her clinical expertise includes primary care consultation and providing mental health care to underserved populations. Dr Ratzliff's academic pursuits include developing strategies to provide mental health education to members of integrated care teams, and studying the impact of integrated mental health care programs in special populations. Please visit the AIMS Center Website (aims.uw.edu) for Collaborative Care information.
    Presentation Material (Acrobat)
4:30 p.m. Faculty Panel and Audience Q&A

Julie Schilz, BSN, MBA
Director, Care Delivery Transformation, WellPoint, Denver, CO (Moderator)

    Speaker Bio

    Julie received her formal clinical training as a Registered Nurse at the University of Nebraska Medical Center in Omaha, Nebraska. Her business degree is from Regis University in Denver, Colorado. Julie's experience collaborating with healthcare organizations and industry stakeholders drives her expertise in care management, quality office system redesign programs, value based reimbursement programs and critical knowledge of Patient Centered Medical Home (PCMH), Accountable Care Organizations (ACO) and Health Information Technology (HIT). Julie is the Director, Care Delivery Transformation at WellPoint. Julie serves as Executive Committee Liaison to the Patient-Centered Primary Care Collaborative (PCPCC), and in this role works in partnership with PCPCC's board, stakeholder centers and executive committee to enhance communication and help guide PCPCC's strategic direction. She is on the Editorial Board for Medical Home News. Julie is on the Advisory Board for the NCQA 2014 recognition program development. Julie is an Executive Board Member for ClinicNet, a nonprofit organization that serves as a centralized voice for Community-Funded Safety Net Clinics.
5:15 p.m. Adjourn


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