Our Authors

Chapter 1

Lyle Berkowitz, M.D., FACP, FHIMSS, is a practicing primary care physician, Founder and Director of the Szollosi Healthcare Innovation Program, Medical Director of IT and Innovation for Northwestern Memorial Physicians Group, and the Associate Chief Medical Officer of Innovation for Northwestern Memorial Hospital in Chicago, IL. He is also a serial HIT entrepreneur and consultant, working with a variety of startups and publicly traded healthcare IT vendors, as well as numerous hospitals, medical groups, pharmaceutical companies and governmental agencies over the past two decades. He serves on the Governance Board of the Innovation Learning Network (ILN), the Advisory Board of the Association of Medical Directors of Information Systems (AMDIS), the Editorial Board of Healthcare Informatics and Clinical Innovation + Technology, and was a member of the Board of Directors for the American Health Information Management Association (AHIMA) Foundation. He wrote the chapter on “Physician Adoption Strategies” for the American College of Physicians’ book Electronic Medical Records, and clearly forgot how much work this book writing thing takes! He has been listed as one of HealthLeader’s “Twenty People Who Make Healthcare Better”; Healthspottr’s “Future Health Top 100”, and Modern Healthcare’s “Top 25 Clinical Informaticists”. Dr. Berkowitz graduated with a Biomedical Engineering degree from the University of Pennsylvania and is an Associate Professor of Clinical Medicine at the Feinberg School of Medicine at Northwestern University. You can find him at DrLyle.com.

Chris McCarthy is the Director of the Innovation Learning Network and an Innovation Specialist with Kaiser Permanente’s Innovation Consultancy. In this dual role, he innovates at the frontlines of healthcare and he connects innovators across the world to accelerate the spread of design thinking and great ideas; this dual work was featured in the Harvard Business Review (Sept 2010) and in “Pursuing the Triple Aim: Seven Innovators Show the Way to Better Care, Better Health, and Lower Costs” (2012) as well as FastCompany, the New York Times and many more. Some of his innovations include better tools for new moms, safer medication administration for patients, and more robust shift changes for nurses.

Chris was named the 2011 Ellerbe Beckett Lecturer at the University of Minnesota, and is an international speaker on innovation and design. The United Kingdom’s National Health Service, the Danish Healthcare System and the Canadian Health System have asked for his insight on innovation and healthcare.

Chris has a master’s in business administration from Rensselaer Polytechnic Institute/Copenhagen Business School, and a master’s in public health in Health Policy from the University of Massachusetts at Amherst. In his spare time, he obsesses about fitness, movies and home remodels.

You can find him on Twitter: @mccarthychris and his Blog: mccarthychris.com

Chapter 2

Chris McCarthy is the Director of the Innovation Learning Network and an Innovation Specialist with Kaiser Permanente’s Innovation Consultancy. In this dual role, he innovates at the frontlines of healthcare and he connects innovators across the world to accelerate the spread of design thinking and great ideas; this dual work was featured in the Harvard Business Review (Sept 2010) and in “Pursuing the Triple Aim: Seven Innovators Show the Way to Better Care, Better Health, and Lower Costs” (2012) as well as FastCompany, the New York Times and many more. Some of his innovations include better tools for new moms, safer medication administration for patients, and more robust shift changes for nurses.

Chris was named the 2011 Ellerbe Beckett Lecturer at the University of Minnesota, and is an international speaker on innovation and design. The United Kingdom’s National Health Service, the Danish Healthcare System and the Canadian Health System have asked for his insight on innovation and healthcare.

Chris has a master’s in business administration from Rensselaer Polytechnic Institute/Copenhagen Business School, and a master’s in public health in Health Policy from the University of Massachusetts at Amherst. In his spare time, he obsesses about fitness, movies and home remodels.

You can find him on Twitter: @mccarthychris and his Blog: mccarthychris.com

Christi Dining Zuber, RN, BSN, M.H.A. Director, Innovation Consultancy, Kaiser Permanente Christi Zuber is a nurse with a passion for design. Zuber has been with Kaiser Permanente since 2001, in roles that have encompassed finance, strategy, facilities design, and her current position, director of Innovation Consultancy which she began to build in 2003. In her innovation and design work, Zuber has partnered with IDEO to learn and internalize a human centered design methodology into Kaiser Permanente. Zuber and her team have spent thousands of hours of time shadowing, conducting ethnographic observations in clinics, hospitals and patient’s homes, and field-testing ideas in the front lines of healthcare. Her nursing roots are in home health care. Zuber has a master’s degree in Health Administration and a Bachelor of Science in Nursing from the University of Oklahoma.

Chapter 3

Lyle Berkowitz, MD, FACP, FHIMSS, is a practicing primary care physician, Founder and Director of the Szollosi Healthcare Innovation Program, Medical Director of IT and Innovation for Northwestern Memorial Physicians Group, and the Associate Chief Medical Officer of Innovation for Northwestern Memorial Hospital in Chicago, IL. He is also a serial HIT entrepreneur and consultant, working with a variety of startups and publicly traded healthcare IT vendors, as well as numerous hospitals, medical groups, pharmaceutical companies and governmental agencies over the past two decades. He serves on the Governance Board of the Innovation Learning Network (ILN), the Advisory Board of the Association of Medical Directors of Information Systems (AMDIS), the Editorial Board of Healthcare Informatics and Clinical Innovation + Technology, and was a member of the Board of Directors for the American Health Information Management Association (AHIMA) Foundation. He wrote the chapter on “Physician Adoption Strategies” for the American College of Physicians’ book Electronic Medical Records, and clearly forgot how much work this book writing thing takes! He has been listed as one of HealthLeader’s “Twenty People Who Make Healthcare Better”; Healthspottr’s “Future Health Top 100”, and Modern Healthcare’s “Top 25 Clinical Informaticists”. Dr. Berkowitz graduated with a Biomedical Engineering degree from the University of Pennsylvania and is an Associate Professor of Clinical Medicine at the Feinberg School of Medicine at Northwestern University. You can find him at www.DrLyle.com.

Chapter 4

Peter Basch, M.D., FACP is a general internist practicing in Washington, D.C. and the Medical Director for the Ambulatory EHR eHealth and Health IT Policy for MedStar Health helping to oversee their outpatient EHR, ePrescribing, and Patient Portal systems. He has served as a frequent expert panelist and speaker on issues of EHR adoption and optimization and has been active over the past decade in health IT policy with several organizations, including the American College of Physicians, the Physicians’ EHR Coalition, the eHealth Initiative, the Association of Medical Directors of Information Systems, the Center for American Progress, the Brookings Institution, and the Bipartisan Policy Center.

Chapter 5

As a founder of SETMA, James L. Holly, M.D. envisioned a future of health care which would be driven by the power of electronic analysis and documentation. He has been called a visionary for his relentless pursuit of transformation in healthcare and of excellence in healthcare outcomes. Dr. Holly regularly addresses national groups on “electronic patient management” and the “SETMA Model of Care,” including the staff of the Office of National Coordinator of HIT, Society for Academic CME, Scottsdale Institute, Updates in Diabetes Care (Joslin Diabetes Center and Harvard Medical School), and many others.

Chapter 6

John W. Trudel, M.D. is a family physician who has been in practice at the Fallon Clinic for 17 years. He is now the chief of a large family practice and internal medicine site. He has always had an interest in computers; with the exception of two entry-level computer programming courses years ago, he has received no formal training other than the Epic Certification Course. He gained his first exposure to an EHR while a resident at the Charleston Naval Hospital in 1991. He found that a difficult and frustrating experience. Dr. Trudel became interested in preventing similar problems and in ensuring that he and his colleagues had procedures in place optimizing efficient, high quality care rather than inhibiting it. He began working with the Fallon Clinic IT department initially as part of the EHR vendor selection committee. During the “pre-go live” period he participated in the “design, build, and validate” sessions, then wrote the adult medicine order sets. Over the past 4 years he has adopted a larger and larger role within the IT department. Currently, as one of two Assistant Medical Directors for Informatics, Dr. Trudel spends his time working on content development, provider support, education, meaningful use, and decision support.

Lloyd D. Fisher, M.D. is a general pediatrician and site chief of one of Fallon Clinic’s pediatric practices. While never receiving any formal computer science or informatics training, he has had an interest in information technology (IT) since an early age, teaching himself rudimentary programming languages while still in grade school. During his college years he became one of the web designers for multiple departments at the University of Vermont. Upon entering medical school, Dr. Fisher quickly realized the benefit IT could provide to healthcare and became involved in health IT through the state medical society and a state-wide pilot project to rollout EHRs to small practices. He finished his medical training and joined the Fallon Clinic during the pre “go-live” phase of the Epic EHR. His IT skills were identified and he was charged with developing the documentation templates and order sets for pediatrics. Since then his role has continued to grow as part of the Epic optimization team. In 2009 he became one of the two Assistant Medical Directors for Informatics where he continues to improve efficiency through innovative uses of the EHR. Dr. Fisher is a member of a physician advisory committee to the Massachusetts Regional Extension Center.

Both Drs. Fisher and Trudel maintain a busy and active clinical practice, critical in helping them bridge the gaps and act as translators between the disparate worlds of the provider, the IT analyst, the programmer, and the coding/billing department. Their interests lie in improving the day to day environment of a busy practice, seeing what the real world problems are and finding innovative, sophisticated, yet practical and transparent IT solutions.

Chapter 7

Thomas R. Graf, M.D., is Associate Chief Medical Officer for Population Health and Chairman of the Community Practice Service line for Geisinger Health System. Dr. Graf is responsible for the Value Re-Engineering of the Care Continuum and other Population health initiatives for Geisinger including the ACO portfolio and Physician Group Practice Transitions Demonstration with CMS. In addition to direct leadership and management of the Community Practice network, he has implemented nearly 40 NCQA Level III accreditation Medical Home sites in the Geisinger ProvenHealth Navigator model. He has extended this to include comprehensive nursing home care with dedicated providers tied to ProvenHealth Navigator clinics. Dr. Graf has established innovative care models for optimizing chronic disease with established systems of care enhanced by MyCare modules of care for individual disease parameters lead by mid-levels through the use of the Delta Innovation Incubator program he established. Dr. Graf serves as a content expert for the AHRQ’s Patient Centered Medical Homes Project, AHRQ’s I LIVEPC, international primary care improvement project, AHRQ’s Innovation Spread project, and AMGA’s Caring for Patients with Multiple Chronic Diseases Collaborative. The Value Re-engineering efforts of Geisinger was recently recognized as the AMGA 2011 Acclaim award winner.

After graduating from University of Michigan Medical School and completing Family Medicine residency training at Henry Ford Health System in Detroit, he served on the faculty of the Henry Ford Family Practice Residency and was Director of the Southwest Georgia Family Practice Residency prior to joining Geisinger.

Chapter 8

David C. Stockwell, M.D., M.B.A. is the Executive Director of Improvement Science as well as the Medical Director of Patient Safety and the Pediatric Intensive Care Unit at Children’s National in Washington, D.C.. Dr. Stockwell’s research efforts focus on the physician as a leader and manager of the clinical team as well as investigating strategies towards improving patient safety. He is the leader in a multi-hospital collaborative of children’s hospitals across the United States investigating automated adverse event detection, identifying novel ways of identifying adverse events via the use of the Electronic Medical Record. Building on an administrative background and interest in quality of care, he has written several peer reviewed articles and textbook chapters on patient safety. He was educated in medicine at the University Of Oklahoma College Of Medicine and trained in pediatrics and critical care at Children’s National Medical Center since graduating medical school. He has an M.B.A. from George Washington University.

Brian R. Jacobs, M.D. is Vice President and Chief Medical Information Officer and Executive Director of the Center for Pediatric Informatics at Children’s National Medical Center in Washington, D.C.. In this capacity, he directs the Children’s IQ Network® a pediatric health information exchange in the DC metropolitan region. Dr. Jacobs is a Professor of Pediatrics at George Washington University. Prior to joining Children’s National Medical Center, Dr. Jacobs was a Professor of Pediatrics at the University of Cincinnati, as well as the Director of Technology and Patient Safety at Cincinnati Children’s Hospital Medical Center. While at Cincinnati Children’s, he was the principal author of the Healthcare Information and Management Systems (HIMSS) Davies Award. Dr. Jacobs specializes in pediatric critical care medicine and has authored numerous journal articles, book chapters, abstracts, and scientific presentations. He frequently shares his knowledge in the pediatric space as a guest lecturer at conferences, leadership forums, and hospitals. He is a fellow of the American Academy of Pediatrics, HIMSS and the American College of Critical Care Medicine. He also is a member of the Society for Pediatric Research, the Association of Medical Directors of Information Services (AMDIS) and serves on the HIMSS Board of Directors.

Chapter 9

Jonathan S. Wald, M.D., MPH, FACMI, is the Director of Patient-Centered Technologies for an independent non-profit research firm, RTI (Research Triangle Institute), in their Center for the Advancement of Health IT. He spent 10 years (2000–2010) as Associate Director of Clinical Informatics Research and Development at Partners HealthCare, leading the vision and strategy for the enterprise patient portal, Patient Gateway. His experience with physician- and patient- focused clinical systems includes clinical informatics fellowship training at Boston’s Beth Israel Hospital (1992–1994), working for a large EHR vendor, Cerner Corporation (1996–2000), serving on national advisory committees for eHealth initiatives with the Markle Foundation and Robert Wood Johnson Foundation, and research at Harvard Medical School. Dr. Wald is a local and national speaker on patient-centered health IT with passion for developing and evaluating innovative health IT applications that enable patients to engage actively in their care.

Chapter 10

Gwendolyn B. O’Keefe, M.D. is the Chief Medical Information Officer and a practicing Internist, and oversees the IT and Informatics teams for the Group Health Delivery System.

Marc Mora, M.D. is a practicing internist and the Medical Director of Consultative Specialties which encompasses all medical and surgical specialty groups in the Delivery System at Group Health.

Tim Scearce, M.D. is Service Line Chief for Neurology as well as Medical Director for Informatics at Group Health Physicians.

Erin DeMarce Leff, M.B.A. is the Vice President of Consultative Specialties. James Hereford (previously Executive Vice President of the Group Practice Division) is now Chief Operating Officer at Palo Alto Medical Foundation.

Chapter 11

David Aron is a health services researcher and endocrinologist, who along with the help of Renée H. Lawrence and Julie K. Johnson formulated the research project. Katherine S. Thweatt who had managed another IT-related research project joined our group to manage this project. Ajay Sood and Sharon A. Watts are clinicians with major responsibilities in diabetes management. Stacey Hirth is the telemedicine coordinator. They constituted the specialist team. Our perspective is that research must be closely linked to clinical operations. All except Julie K. Johnson are employees of the Veterans Health Administration in the Dept. of Veterans Affairs.

Chapter 12

Steve Huffman currently serves as the Vice President and Chief Information Officer for Memorial Health System located in South Bend, Indiana, a position he has held since 2008. Steve has been in the healthcare technology management field for the last 14 years and currently serves on the Board of Directors for Indiana Healthcare Information Management Systems Society, the Board of Managers for Michiana Health Information Network, the Data Management Council for the Indiana Hospital Association, the Advisory Board for Business Management for Ivy Tech University and is a member of the Advisory Board for Decision Sciences at Indiana University South Bend. Steve completed his undergraduate work at Indiana Wesleyan University with an emphasis in Business Management and completed his MBA at the University of Notre Dame.

April Daugherty has worked in the information technology field for 13 years. The last 7 years she has been serving in the role of a Systems Analyst at Memorial Hospital. April completed her undergraduate work at Bethel College where her concentration was in Business. She completed her graduate education at Purdue University where she obtained a Master’s of Science in Technology. April currently works closely with physician practices and their staff to find gaps in what they do that could be complemented by technology. April was on the original Innovation Team that developed the idea to target high-risk obstetrics and pair it with telemedicine in an effort to have an impact on positive outcomes for mother and baby while also furthering the mission of Memorial Hospital. For the work done with this innovative project, the Memorial team was named as a semi-finalist for Healthcare Informatics Magazine’s Innovator of the Year award in 2011.

Chapter 13

David D. O’Neill is a senior program officer in the California HealthCare Foundation’s Market and Policy Monitor program, which promotes greater transparency and accountability in California’s health care system.

Margaret Laws is director of the California Health Care Foundation’s Innovations for the Underserved program, which focuses on reducing barriers to efficient, affordable health care for the underserved by encouraging, testing, and promoting lower-cost models of care.

Susan Anthony is an editor in the California HealthCare Foundation’s Publishing and Communications Division.

Chapter 14

Mark S. Gagnon, PharmD, received his Doctor of Pharmacy degree and a bachelor’s degree in pharmacy from the University of Kansas. Dr. Gagnon is the director of ePharmacy for Via Christi.

Janell Moerer is Vice President of Business Development and Innovation at Via Christi Health. In her role, Janell assesses and develops ongoing growth strategies and opportunities in innovation and care delivery transformation across the health system.

Chapter 15

Tamra E. Minnier has a deep passion for quality improvement, innovation and patient safety. She serves as the Chief Quality Officer for the UPMC system and before that, served as CNO for the UPMC Shadyside campus. She holds several national leadership and committee appointments and has been very active with the Institute for Healthcare Improvement. Tami is well known within the UPMC system as a go-to leader who cuts quickly to the heart of problems and has the tremendous courage needed to tackle the most challenging problems.

David T. Sharbaugh has spent the last 18 years in the quality improvement and innovation field. He has worked in hospitals and health insurance organizations. He spent 3 years with the Pittsburgh Regional Healthcare Initiative, learning about the Toyota Production System and its application to healthcare operations. He served with UPMC as the Senior Director at the Donald D. Wolff, Jr. Center for Quality, Improvement, and Innovation while building the SmartRoom. David is currently the President of SmartRoom, a new organization supported by both UPMC and IBM that exists to see the SmartRoom application expanded beyond UPMC.

Chapter 16

James W. Noga serves as Vice-President and Chief Information Officer of Partners HealthCare assuming the position on April 1, 2011. Mr. Noga comes to this role with a deep and rich history with Partners. He was recruited by Massachusetts General Hospital as Director of Clinical Applications in 1990 and assumed the role CIO of Massachusetts General Hospital and the Massachusetts General Physicians Organization in 1997. Under Mr. Noga’s leadership, the MGH has undergone significant technology advances to support all aspects of clinical care and research.

Steve Flammini is the Chief Technology Officer and Director of Application Development for the IT organization at Partners HealthCare. In this role he reports to the CIO and oversees the development of technology strategy and architecture, and is responsible for enterprise application development, delivery, and integration. Mr. Flammini started with Partners in 1989 in the IS group at Brigham and Women’s Hospital. He became the Director of Systems Development at BWH in 1992, and the Director of Application development at PHS in 1995. He has been closely involved with many of PHS’ groundbreaking initiatives in advanced clinical systems since 1989. He is a member of the adjunct faculty in the graduate health informatics programs at both Northeastern University and the University of Alabama, Birmingham.

Chapter 17

Brian D. Patty, M.D.: Dr. Patty is a fellow in the American Board of Emergency Medicine and the American Academy of Emergency Medicine. After 4 years as the medical director for Fairview Clinical Information Services (FCIS) in Burnsville, Minnesota, he came to HealthEast Care System in 2005 as the Chief Medical Informatics Officer (CMIO), responsible for championing clinical applications and the use of technology to serve patients, leading computerized provider order entry (CPOE) and electronic health record (EHR) implementations system wide. His long-standing quest to promote evidence-based medicine led to an AMDIS Award in 2005 for his success in a CPOE implementation at a community hospital and ultimately to his role as the CMIO for HealthEast. In 2011 Dr. Patty received another AMDIS award for his role in the quality improvement efforts at HealthEast as described in this chapter.

Debra J. Hurd, RN, MS, NEA-BC: Ms. Hurd is the Patient Care and Nurse Executive of St. John’s Hospital in Maplewood, Minnesota, part of the HealthEast Care System. Hurd has held that post since 2002, having served in several leadership roles at HealthEast. She has an extensive background in operational management, quality improvement and organizational growth. Areas of career focus for Hurd include the development and implementation of long-term strategic plans for clinical services and quality improvement. She is a member of the American Organization of Nurse Executives, the Minnesota Organization of Leaders in Nursing and Sigma Theta Tau, Zeta Chapter.

Chapter 18

George Reynolds, M.D., MMM, FAAP, CPHIMS, is the Vice President, Chief Medical Informatics officer and Chief Information Officer of Children’s Hospital and Medical Center. He has served as a co-chair of the CCHIT committee on Advanced Clinical Decision Support and has recently served on the NQF Expert Panel on Health IT Utilization. He is an active member and contributor to AMDIS, CHIME and HIMSS. From 1996 to 2008, he served as the Director of Pediatric Critical Care at Children’s Hospital and held the same post at the Nebraska Medical Center from 2005 to 2008. He is an Adjunct Associate Professor of the University of Nebraska and Creighton University Schools of Medicine.

He received the AMDIS Award in Applied Medical Informatics in 2007. He has been listed as one of America’s Best Doctors every year since 2004. In 2010, he was recognized by Modern Healthcare as one of the 25 top Clinical Informaticists. During his tenure as CMIO and CIO, the Children’s and the IT Department have been recognized three times as a Most Wired hospital and twice as one of InformationWeek’s top 250 innovators. They received Eclipsys’ first Presidents Award. In 2011, Healthcare Informatics awarded Children’s first place in their Healthcare IT Innovators Awards.

Dr. Reynolds is board certified in General Pediatrics and Pediatric Critical Care and is a Fellow of the American Academy of Pediatrics. He received his Masters in Medical Management from Carnegie Mellon University, his M.D. from Hahnemann University and his B.A. at the University of California-Davis.

Chapter 19

Valerie M. Sue, Ph.D., is a senior consultant at Kaiser Permanente who specializes in online survey research. She manages a range of survey projects for KP and is one of the lead researchers responsible for the creation and maintenance of KP’s nationwide member research panel. Prior to working at KP, Sue was an Associate Professor of Communication at California State University, East Bay, where she taught communication theory and research methods courses and was director of the Communication Department’s graduate program. The second edition of her book, “Conducting Online Surveys,” will be published by Sage Publications in fall 2012. Sue has also edited and co-authored a special issue of the journal of the American Evaluation Association focusing on using online surveys in evaluation. Additionally, Sue has authored numerous journal articles and delivered presentations at the conferences of the International Communication Association, American Evaluation Association, the American Public Health Association, and the Healthcare Information and Management Systems Society. Sue is a graduate of Stanford University where she earned a Ph.D. in Communication.

Karen Tsang is a senior analyst in the National Market Research department at Kaiser Permanente. She works on a wide variety of projects, ranging from brand tracking to Medicare messaging, and is one of the lead researchers responsible for the creation and maintenance of KP’s nationwide member research panel. Prior to her time at KP, Tsang worked for a survey research/social marketing firm in San Francisco, CA, where she helped manage projects for many federal and state entities, such as California’s Department of Public Health. She has also spent time as part of the research team for a multi-modal treatment study for children with Attention-Deficit Hyperactivity Disorder. Tsang has a B.A. in Psychology from the University of California, Berkeley.

Chapter 20

Alex Tam has been designing products at frog since 2006 and has over a decade of practice bringing products to life that people enjoy using. He leverages design research, concepting, strategy, and interaction design to translate user needs into design solutions. Alex has spent half of his career focused on design for healthcare and continues to drive innovation in this space and speak on topics of rapid ideation and gamification. Through winning a series of hack-a-thons, he’s demonstrated how concepting and prototyping with small multi-disciplinary teams can lead to compelling concepts with high impact. Alex hosted Health Games Camp at frog in San Francisco in 2010, bringing together game developers, designers, physicians, and entrepreneurs to explore and develop health games concepts.

Upon joining Institute for the Future in 2007, Vivian Distler quickly became the voice of the Health Horizons Program in the blogosphere, writing about trends in the global health economy. As a researcher, Vivian explored the role social media, ubiquitous technology, and how networks can play in personal health management and as valuable new sources of health information. Vivian also led efforts at IFTF in incorporating gaming principles and futures thinking in promoting health and well-being.

Bradley Kreit joined the Institute for the Future in 2009. His research at IFTF builds on his background in anthropology and history by exploring how everyday challenges, decisions and contexts shape long-term futures–both in individual lives and at larger scales. He primarily researches issues involving food, health and biological identity.