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Partnership for Health IT Patient Safety collaborating organizations can participate in an extraordinary day of collaboration, interaction, and shared learning about ways to advance our common goal of transforming health information technology (IT) safety.

This year’s annual meeting discusses the importance of “embedding” safety as a key driver to health IT transformation. This meeting is by invitation only.

Learn more about the Partnership for Health IT Patient Safety.

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Wednesday, November 15, 2017 | 8:00 am to 4:30 pm
This meeting is by invitation only.


7:30-8:00 am

Continental Breakfast and Registration           


8:00-8:15 am

Welcome and Introductions


  • Ronni Solomon, JD, Executive Vice President and General Counsel, ECRI Institute
  • Janet Marchibroda, MBA, Director of Health Innovation, Bipartisan Policy Center


8:15-8:45 am

Recommendations for Patient Safety and Health Information Technology

Janet leads the Bipartisan Policy Center’s (BPC) work on establishing an oversight framework for health IT safety. Today, she presents a wrap-up of this year’s BPC report for fully implementing a framework that both protects patient safety and promotes innovation.


  • Janet Marchibroda, MBA, Director of Health Innovation, Bipartisan Policy Center


8:45-9:30 am

Lessons from the Partnership's Transformation Leadership Summit

In May 2017, the Partnership convened a Summit of accomplished transformation leaders. Together, we examined ways in which to transform health IT safety through private sector collaboration.

  • As Undersecretary of Health, Ken embarked on a journey to transform quality and safety at the Veterans Health Administration, whose poor reputation for care quality threatened its survival. This and his many other experiences in steering transformations set the stage for today’s conversations on ways to embed a successful safety culture.


  • Ken Kizer, MD, MPH, University of California, Davis


9:30-10:00 am

Group Discussion

Building and sustaining health IT safety not only involves looking at the culture of an organization, but it requires collaboration, continued involvement, investigation, analysis, research, identification of solutions, ingenuity, and the continued growth building on a foundation for safety.

  • What are your successes? Your barriers? Your challenges? How can the Partnership catalyze a culture of change and best pave the way for successful implementations?


  • Ronni Solomon, JD, Executive Vice President and General Counsel, ECRI Institute
  • Janet Marchibroda, MBA, Director of Health Innovation, Bipartisan Policy Center


10:00-10:15 am



10:15-10:50 am

Safe Practices for Developing, Implementing, and Integrating a HIT Safety Program: Approaches for Providers and Vendors

In 2017, the Partnership convened a workgroup to assess best ways to establish a health IT safety program at the local level that spans all stakeholders and cultivates shared responsibility.

  • Our panelists present the workgroup's process, findings, and recommended safety strategies essential to the domains of health IT safety.
  • All attendees will receive the draft Partnership Toolkit. Be prepared to discuss the Toolkit and ways to best disseminate and inspire action.


  • Patricia P. Sengstack, DNP, RN-BC, Bon Secours and Vanderbilt (Chaired)
  • Allen Chen, MD, PhD, MHS, Armstrong Institute for Patient Safety, Johns Hopkins
  • Geoff Caplea, MD, MBA, Medical Director, Allscripts
  • Jeanie Scott, MS, VHA Office of Informatics and Analytics/Health Informatics
  • Mike Midgley, RN, JD, MPH, ASHRM
  • Joe Lewelling, MA, MAIT, AAMI
  • Lorraine Possanza, DPM, JD, MBE, ECRI Institute


10:50-11:30 am

Safe Practices for Closing the Loop on Diagnostic Testing and Medication Changes to Mitigate Delayed, Missed and Incorrect Diagnoses

In 2017, the Partnership convened a workgroup to study safe practices and health IT solutions to help close the loop. Closing the Loop (CtL) includes all mechanisms that ensure that all patient data and information that may require an action are delivered and communicated to the right individuals at the right time through the right mode to allow interpretation, critical review, reconciliation, initiation of action, acknowledgement, and appropriate documentation.

  • Our panelists present status on the workgroup’s process and findings, and recommended safety strategies to date.
  • All attendees should prepare to share successes, barriers, and challenges.


  • Chris Lehmann, MD, Vanderbilt University Medical Center (Chaired)
  • Mark Jarrett, MD, Hofstra Northwell School of Medicine
  • Trisha Flanagan, RN, MSN, CPPS, Director of Patient Safety, athenahealth
  • Helen Haskell, MA, Mothers Against Medical Error (MAME)
  • Patti Giuffrida, RN, MSN, ECRI Institute
  • Amy Tsou, MD, MSc, ECRI Institute
  • Alan Bennett, CPPS, LSSBB, Riverside Health System      


11:30 am-12:15 pm

Building a Patient Safety Dashboard into the EHR

David researches ways in which health IT influences safety, quality of care, clinical decision-making, cost-effectiveness, and physician behavior. Today, he presents Brigham and Women’s innovative approach to integrating safety dashboards into the electronic record. This session demonstrates the tools and describes how they facilitate provider and patient learnings about safety.


  • David W. Bates, MD, MSc, Brigham and Women's Hospital


12:15-1:15 pm

Luncheon, Networking


1:15-2:30 pm

Breakout Sessions: Standardizing for Safety

We will break into smaller groups for safety brainstorming on three high-interest, high-priority areas: Patient Identification, Clinical Decision Support, and Documentation

Each group discusses opportunities to standardize for safety. Our Expert Advisors facilitate each group discussion and use the Partnership’s Think-Tank tools to capture and prioritize ideas from the dynamic discussion. For example, the Documentation group discusses area of the record that might be configured in a standardized ways to improve usability and communication.

Background materials for the breakout sessionsin preparation for the breakout sessions, please review the four items below. We look forward to a robust discussion.

Importantly, these sessions help to set the agenda for the Partnership’s future work.

  • Patient Identification
    Expert Advisors:
    • Jeanie Scott, MS, VHA Office of Informatics and Analytics/Health Informatics
    • Jason Adelman, MD, MS, Columbia University Medical Center/NewYork-Presbyterian
  • Clinical Decision Support
    Expert Advisors:
    • Dean Sittig, PhD, University of Texas Health Science Center at Houston, School of Bioinformatics,
    • Justin Cross, MD, Medical Director for Systems Safety, Office of the National Coordinator for Health Information Technology (ONC)
  • Documentation
    Expert Advisors:
    • Hardeep Singh, MD, MPH, Michael E. DeBakey, VA Medical Center and Baylor College of Medicine
    • David W. Bates, MD, MSc, Brigham and Women's Hospital


2:30-2:45 pm



2:45-3:15 pm

Integrating the Learnings from Breakout Sessions

Our Expert Advisors present results from each group. All attendees provide input via polling questions and additional discussion on each topic.


3:15-4:15 pm

Implementing Health IT Safety Solutions: New Partnership Initiatives

Our last session focuses on a critical need: ways to implement patient safety solutions. Working together, we can refine best approaches and accelerate positive change. You will learn about two programs and next steps for the Partnership 

Patient ID implementation projects

  • Jason Adelman, MD, MS, Columbia University Medical Center/NewYork-Presbyterian
    • Discusses the use of photos to improve patient identification throughout the care process
  • Lori Doyle, MBA, Henry Ford Health System (HFHS)
    • Reviews her hospital’s journey in implementing patient ID safe practices
  • Diane Humbrecht, RN, DNP, CNIO, Abington Health
    • Discusses implementation of new biometric technology and its impact on patient safety

Usability of discharge and aftercare summaries

  • Ramya Krishnan, ECRI Institute
    • Looks at the heuristics of discharge and aftercare summaries
  • Thomasine Gorry, MD, M.G.A., University of Pennsylvania Health System
    • Discusses findings on what is really needed to communicate accurate and usable information for safer care


4:15-4:30 pm

Next Steps and Closing Remarks

​This meeting is by invitation only.

ECRI Institute Headquarters
5200 Butler Pike
Plymouth Meeting, PA 19462 (suburban Philadelphia)


Nearby Hotel

DoubleTree Suites by Hilton Hotel Philadelphia West
640 Fountain Road
Plymouth Meeting, PA 19462


  • The DoubleTree suggests taking a Taxi/Uber to the hotel from the airport or train station.
  • There is shuttle service to ECRI Institute departing the hotel at 7:20am on Wednesday morning.
  • Each attendee is responsible for making transportation arrangements after the meeting to the hotel, airport, or train station.