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Speaker and Moderator Biographical Sketches
Kyle Allen, D.O., AGSF, is the vice president for clinical integration and medical director of geriatric medicine and lifelong health at Riverside Health System in Newport News, Virginia. He is the former chief of the division of geriatric medicine and medical director of Summa Health System’s Institute for Senior’s and Post-Acute Care, Akron, Ohio. Under Dr. Allen’s leadership, Summa Health System achieved national attention for research, innovative models of care, and success in demonstrating the value proposition of geriatric and palliative care to hospitals and the community. In his new role at Riverside Health System he is continuing this work to evolve a health systems approach to improving care for older adults and those with serious and advanced illness. Dr. Allen graduated from the Ohio University College of Osteopathic Medicine and completed a fellowship in geriatric medicine at the University of Cincinnati. He is board certified by the American Board of Family Medicine with a Certificate of Added Qualifications in Geriatric Medicine and is a fellow of the American Geriatrics Society. Dr. Allen is a researcher, book author, and inventor, has numerous peer review publications, and speaks to national audiences on health care and geriatric medicine. He is clinical professor of kinesiology and health sciences at the College of William & Mary, Williamsburg, Virginia. Dr. Allen recently completed the Practice Change Fellows Program (PCF) (www.practicechangefellows.org), a national leadership development program for geriatric leaders and clinicians sponsored by Atlantic Philanthropies and the John A. Hartford Foundation. He currently serves as a senior advisor for the Practice Change Leaders Project (http://www.changeleaders.org), phase two of the PCF project.
Peter Boling, M.D., is a professor of geriatric medicine at the Virginia Commonwealth University (VCU) Medical Center and an internist in Richmond, Virginia, and is affiliated with the VCU Health System. He received a medical degree from University of Rochester School of Medicine and Dentistry and has been in practice for 33 years. He specializes in internal medicine.
Kathryn H. Bowles, Ph.D., M.S.N., holds a B.S.N. from Edinboro University of Pennsylvania, an M.S.N. from Villanova University, and a Ph.D. from the University of Pennsylvania. Her program of research examines decision making supported by information technology to improve care for older adults. Her ongoing study, funded by the National Institute of Nursing Research, focuses on the development of decision support to determine the best site of care for those needing post-acute care. Other research areas include telehealth technology, home care, and evaluation of electronic health records. Dr. Bowles has been recognized for her research achievements. She received the Distinguished Alumni Award in Natural Science from Edinboro University of Pennsylvania and the Leadership in Nursing Research Medallion from the Villanova University School of Nursing Alumni Society. Her work has been continuously funded by federal and foundation sources for 20 years. She has more than 200 publications and presentations, she has served on the National Quality Forum Care Coordination Steering Committee and the Centers for Medicare & Medicaid Services Technical Expert Panel on the development of the Continuity Assessment Record and Evaluation tool, and she was a member of the Health Information Technology Standards Panel Care Coordination Committee to identify standards for the electronic health record. She was an invited expert consultant on transitional care, gerontology, information science, and telehealth for the Ministry of Health in Singapore. She is a fellow of the American Academy of Nursing and the American College of Medical Informatics and a member of the American Nurses Association and the Sigma Theta Tau International Honor Society.
Jeffrey Burnich, M.D., senior vice president and executive officer of the Sutter Medical Network (SMN), leads a network of nearly 5,000 primary care and specialty physicians that strives to provide consistently superb care to patients across Sutter Health in Northern California. Dr. Burnich works with physician leaders in both medical foundations and independent practice associations to identify patients’ and doctors’ priorities. Under his leadership, participating physician organizations have collectively agreed upon SMN participation standards and made a commitment to reaching and exceeding standards around clinical quality, patient satisfaction, patient wait times, online services, and clinical variation reduction. In addition, he oversees the operations of Sutter Physician Services (SPS), which provides
health care practice management and administrative services to locations in California and Utah. The SPS team provides revenue cycle management, managed care administration, and practice management solutions. The Patient Service Center in Murray, Utah, logs 2 million calls per year. Dr. Burnich serves on the boards of both the Integrated Healthcare Association and the California Association of Physician Groups. Prior to joining Sutter Health in 2008, Dr. Burnich served as chief medical officer and senior vice president of system care management for the Mount Carmel Health System in Columbus, Ohio. Dr. Burnich was in private practice as an internist for more than a decade before joining Mount Carmel. He holds a bachelor’s degree in biology from the University of Cincinnati and is a graduate of the Ohio State University College of Medicine. Dr. Burnich is passionate about health care delivery around the patient and providing quality and affordable care when, where, and how patients want to receive it.
Barbara B. Citarella, R.N., B.S.N., M.S., CHCE, CHS-v, is the founder of the award-winning company RBC Limited, a health care and management company specializing in disaster preparedness. In addition to consulting in all areas of health care, RBC Limited has worked extensively with local, state, and federal government agencies and the private sector on business recovery planning, protection of personnel assets, infection prevention, infrastructure protection, planning for all hazards, and the Incident Command System. She was a certified instructor at the U.S. Department of Homeland Security’s (DHS’s) Center for Domestic Preparedness. Ms. Citarella was appointed to serve as cochair of the National Association for Home Care and Hospice’s Hurricane Katrina Task Force. She was part of the DHS committee to rewrite the DHS/Federal Emergency Management Agency Disaster Preparedness Guidelines for People with Special Needs. She also served as the conference coordinator for The National Pandemic Flu Conference held in Washington, DC. Ms. Citarella has also served as an expert on home care and hospice as a member of a panel on the pandemic flu for the Centers for Disease Control and Prevention (CDC), the American Medical Association, and the Agency for Healthcare Research and Quality (AHRQ). She was a contributing member to the AHRQ document Home Health Care and the Pandemic Flu, released in 2008. She participated in the CDC Pandemic Workshop for Primary Practitioners and the workshop for Long-Term Care. She was a member of the Association of Practitioners in Infection Control’s (APIC’s) Emergency Disaster Planning Committee. During this tenure she was a contributing author to Infection Prevention Implications of Managing Haitian 2010 Earthquake Patients in U.S. Hospitals (February 2010), Infection Prevention and Control for Shelters During Disasters (APIC, 2007), Reuse of Respiratory Protection in Prevention and Control of Epidemic and Pandemic Prone Acute Respiratory Diseases in Healthcare
(2008), and Extending the Use and/or Reusing Respiratory Protection in Healthcare Settings (December 2009). Ms. Citarella is currently the Home Care Section chair for the APIC. Her presentation at the 2014 annual conference was titled Health Care Reform and Infection Control. She is currently working with four state health departments that have received grants for needlestick safety and is working to involve home health care and hospice providers across the country.
Henry Claypool, having sustained a spinal cord injury in a snow skiing accident in college, has been living with a disability for more than 30 years. This experience has fostered a deep personal commitment to ensuring that all Americans with disabilities are able to access the services and supports that they need to lead productive and fulfilling lives, and this has been the focus of his professional life. In the period of his life immediately following his injury, Mr. Claypool relied on Medicare, Medicaid, Social Security Disability Insurance, and Supplemental Security Insurance. Support from these programs enabled him to finish college and pursue a career of service to others. Over his career, Mr. Claypool’s work has spanned from the provision of direct services at the community level to work on federal policy issues in his most recent role in public service as a senior adviser to the Secretary of Health and Human Services. While at the U.S. Department of Health and Human Services (HHS), Mr. Claypool was a principal architect of the administration’s efforts to expand access to community living services, which culminated in the creation of the Administration for Community Living. Currently, he is executive vice president of the American Association of People with Disabilities. In these roles, he relies on his unique background of public service and personal experience to seek pragmatic policy solutions.
George Demiris, Ph.D., is the Alumni Endowed Professor in Nursing at the School of Nursing and Biomedical and Health Informatics at the School of Medicine, University of Washington. He is the director of the Biomedical and Health Informatics Graduate Program at the School of Medicine and the director of the Clinical Informatics and Patient Centered Technologies Program at the School of Nursing. He obtained a Ph.D. degree in health informatics from the University of Minnesota. His research interests include the design and evaluation of home-based technologies for older adults and patients with chronic conditions and disabilities, smart homes and ambient assisted living applications, and the use of telehealth in home care and hospice. He is a fellow of the American College of Medical Informatics and a fellow of the Gerontological Society of America (GSA). In the past he has served as the chair of the International Medical Informatics Association Working Group on Smart Homes and Ambient Assisted Living and the lead convener of the Technology and Aging Special Interest Group of GSA.
Eric Dishman is the Intel fellow and general manager of the Health and Life Sciences Group at Intel. He is responsible for driving Intel’s cross-business strategy, research and development and product and policy initiatives for health and life science solutions. His organization focuses on growth opportunities for Intel in health information technology, genomics and personalized medicine, consumer wellness, and care coordination technologies in more than a dozen countries. Mr. Dishman founded Intel’s first Health Research and Innovation Lab in 1999 and in 2005 was a founding member of Intel’s Digital Health Group, which recently formed a joint venture with General Electric called Care Innovations. He is widely recognized as a global leader in health care innovation with specific expertise in home- and community-based technologies and services for chronic disease management and independent living. He is also known for pioneering innovation techniques that incorporate anthropology, ethnography, and other social science methods into the design and development of new technologies. An internationally renowned speaker, Mr. Dishman has delivered hundreds of prominent keynotes on health care reform and innovation around the globe, including the Consumer Electronics Show, TED, the White House Conference on Aging; and meetings of the World Health Organization. He has published dozens of articles on personal health technologies and co-authored many government reports on health information technologies and reform.
Thomas E. Edes, M.D., M.S., is executive director of geriatrics and extended care for the U.S. Department of Veterans Affairs (VA). He has national responsibility for operations and management of the VA’s spectrum of services, providing care to U.S. veterans with complex, chronic disabling diseases. Care is provided in all settings: in the hospital, nursing home, clinic, community, and the veteran’s home. The services include geriatric clinics, adult day health care, home-based primary care, purchased skilled home care, veteran-directed home care, homemaker/home health aide, respite care, dementia care, community residential care, medical foster homes, community nursing homes, the VA community living centers, state veterans homes, geriatric research education and clinical centers, and hospice and palliative care in all settings. Under his leadership since 2000, the number of veterans receiving home-based primary care has tripled, palliative care has become an established program in every VA medical center, and the Medical Foster Home has grown from a pilot program to a national program in 42 states and is growing. Through his longstanding interests in home-based primary care and analyses of its clinical effectiveness and economic advantages, he has been actively involved in the development of independence at home, a component of the Affordable Care Act that began as a Medicare Demonstration of Home-Based Primary Care in 2012, providing compre-
hensive, interdisciplinary, longitudinal care in the homes of persons with serious chronic, disabling disease. Prior to taking this position at the VA headquarters, he was chief of geriatrics and extended care at the Harry S Truman Memorial VA Medical Center and associate professor of medicine at the University of Missouri in Columbia. There he was instrumental in developing geriatric evaluation and management inpatient and outpatient programs, subacute care and hospice units, a geriatric fellowship program, and the Advanced Disease Planning initiative. He was medical director of the VA Nursing Home Care Unit and the Home-Based Primary Care program. Dr. Edes served as associate director of the 1995 White House Conference on Aging Office and served for the Secretary on the Policy Committee for the 2005 White House Conference on Aging. He was instrumental in the VA End of Life Care initiative and was a project manager for the Institute for Healthcare Improvement MediCaring collaborative on improving care for persons with advanced chronic disease. His research interests included clinical nutrition, cancer detection and prevention, enhancing outcomes in home care, end-of-life care, and improving care for persons with chronic disabling disease. Dr. Edes received an M.D. degree and an M.S. degree in nutrition from the University of Illinois in 1981. He holds board certification in internal medicine and in geriatric medicine and is a fellow of the American College of Physicians and the American College of Nutrition. In 2010, Dr. Edes was elected president of the American Academy of Home Care Physicians.
Barbara Gage, Ph.D., M.P.H., is a national expert in Medicare post-acute care policy issues, including bundled payments, episodes of care, and case-mix research. She has directed numerous studies analyzing the impact of Medicare post-acute care payment policy changes, including the congressionally mandated Medicare Post-Acute Care Payment Reform Demonstration and the Development and Testing of the Standardized Continuity Assessment Record and Evaluation (CARE) Item Set. Dr. Gage’s research has included numerous studies of the relative use of post-acute care before and after the Balanced Budget Act; case-mix analysis of long-term care hospital, rehabilitation hospital, skilled nursing facility, home health care, and outpatient therapy patients; the relative use of inpatient and ambulatory rehabilitation services; bundled post-acute care payment demonstrations; and the development of items to monitor the impact of the Medicare payment systems on access to and quality of care. She earned a Ph.D. in health policy and administration from Pennsylvania State University and an M.P.A. in public administration from the University of Maine at Orono.
Douglas Holtz-Eakin, Ph.D., has a distinguished record as an academic, policy adviser, and strategist. Currently he is the president of the American
Action Forum and most recently was a commissioner on the congressionally chartered Financial Crisis Inquiry Commission. He was the sixth director of the nonpartisan Congressional Budget Office (CBO) from 2003 to 2005. Following his tenure at CBO, Dr. Holtz-Eakin was the director of the Maurice R. Greenberg Center for Geoeconomic Studies and the Paul A. Volcker Chair in International Economics at the Council on Foreign Relations. During 2007 and 2008 he was director of domestic and economic policy for the John McCain presidential campaign. Dr. Holtz-Eakin is codirector of the Partnership for the Future of Medicare and serves on the Board of the Tax Foundation and on the Research Advisory Board of the Center for Economic Development.
Gail Hunt is president and chief executive officer of the National Alliance for Caregiving (NAC), a nonprofit coalition dedicated to conducting research and developing national programs for family caregivers and the professionals who serve them. Prior to heading NAC, Ms. Hunt was president of her own aging services consulting firm for 14 years. She conducted corporate elder care research for the National Institute on Aging and the Social Security Administration, developed training for caregivers with the American Occupational Therapy Association, and designed a corporate elder care program for employee assistance programs with the Employee Assistance Professional Association. Prior to having her own firm, she was senior manager in charge of human services for the Washington, DC, office of KPMG Peat Marwick. Ms. Hunt attended Vassar College and graduated from Columbia University. Ms. Hunt has served on the Policy Committee for the 2005 White House Conference on Aging, as well as on the Advisory Panel on Medicare Education of the Centers for Medicare & Medicaid Services. She is also on the Board of Commissioners for the Center for Aging Services Technology and on the board of the Long-Term Quality Alliance. She co-chairs the National Quality Forum Measure Applications Partnership Person- and Family-Centered Care Task Force. Additionally, Ms. Hunt is on the Governing Board of the Patient-Centered Outcomes Research Institute.
Raj Kaushal, M.D., is chief clinical officer at Almost Family, where his responsibilities include oversight of the company’s 240 home health clinical branches spread over 15 states. Dr. Kaushal’s expertise is as a physician executive. He is an expert in post-acute care management and has a unique background in clinical and management leadership, developing companies built on solid fundamentals and clinical excellence models, resulting in best-in-class clinical and financial outcomes. He served as chief clinical officer for home health companies valued at $300 million to $500 million and was
a participant on the Home Health Quality Improvement Committee for the Alliance for Home Health Quality and Innovation.
Margherita C. Labson, R.N., M.S., is executive director for the Home Care Program at The Joint Commission. In this role, she is responsible for coordinating the efforts of the Home Care Business Development team in identifying new markets, familiarizing organizations with the accreditation process, and participating in new product development and the strategic development and tactical operations of the Home Care Accreditation Program. Ms. Labson is a veteran health care professional who has specialized in the provision of home health care services since 1977 from both multioperational and academic perspectives. She has extensive knowledge in the legal, regulatory, and accreditation requirements for the scope of home health care programs provided in the United States and Puerto Rico. She is an experienced lecturer and educator, a published author, and functionally fluent in Spanish. From 1995 until late 2007, Ms. Labson served as a home care surveyor for The Joint Commission. She has served as both faculty and preceptor for surveyor education. She was previously the Compliance Officer for AMS/CMS Corporations in Miami Lakes, Florida. In addition, Ms. Labson has headed her own consulting firm, held managerial positions at a variety of home care organizations, and taught at the University of Akron College of Nursing. Ms. Labson received a bachelor’s degree in nursing from Duquesne University in Pittsburgh, Pennsylvania, and a master of science degree in health care administration from Nova Southeastern University in Davie, Florida. She is a certified professional in health care quality and a certified case manager and was among the first wave of the Green Belts certified by The Joint Commission in accordance with its enterprise-wide program of robust process improvement.
Steven Landers, M.D., is the president and chief executive officer of the Visiting Nurse Association (VNA) Health Group, Inc., the nation’s second largest not-for-profit home health care organization. As a certified family doctor and geriatrician, Dr. Landers places a strong emphasis on house calls to the vulnerable elderly and has a specialized interest in geriatric medicine, home health, hospice, and palliative care. Dr. Landers is a graduate of the Case Western Reserve University School of Medicine and the Johns Hopkins University School of Hygiene and Public Health. He currently serves on the board of directors of the National Association of Home Care and Hospice and the American Academy of Home Care Physicians. He has authored several articles on the role of home care in national publications, including the New England Journal of Medicine and the Journal of the American Medical Association. In 2009, Dr. Landers was honored as the National Association of Home Care and Hospice Physician of the Year.
Before joining VNA Health Group, Dr. Landers served as the director of the Center for Home Care and Community Rehabilitation and director of Post-Acute Operations for the world-renowned Cleveland Clinic.
Teresa L. Lee, J.D., M.P.H., is the executive director of the Alliance for Home Health Quality and Innovation (the Alliance). She joined the Alliance in June 2011. As a graduate of Harvard University’s School of Public Health and with formal training as an attorney, Ms. Lee is a recognized professional in the fields of Medicare reimbursement and health law and policy. She brings to the Alliance a thorough understanding of the critical intersection between health policy, health care reform, and the law. As executive director, Ms. Lee hopes to support skilled home health’s critical and valuable role as the U.S. health care delivery system changes to improve both the quality and the efficiency of patient-centered care. Ms. Lee has a strong background in health care policy and association management experience. Prior to her work for the Alliance, Ms. Lee served as senior vice president at the Advanced Medical Technology Association (AdvaMed) in Washington, DC. Her career at AdvaMed included her tenure as vice president and associate vice president of Payment and Health Care Delivery Policy. Ms. Lee has also served as a senior counsel in the Office of the Inspector General at the U.S. Department of Health and Human Services. A lifelong resident of the Washington, DC, area, Ms. Lee earned an undergraduate degree from the University of California, Berkeley, a master of public health degree from the Harvard University School of Public Health, and a law degree from the George Washington University Law School.
Bruce Leff, M.D. (Workshop Co-Chair), is professor of medicine at the Johns Hopkins University School of Medicine. He holds joint appointments in the Department of Health Policy and Management at the Johns Hopkins Bloomberg School of Public Health and in the Department of Community and Public Health at the Johns Hopkins University School of Nursing. He is the director of the Center on Aging and Health Program in Geriatric Health Services Research and the codirector of the Elder House Call Program in the Division of Geriatric Medicine at the Johns Hopkins University School of Medicine. His principal areas of research relate to home care and the development, evaluation, and dissemination of novel models of care for older adults, including the Hospital at Home model of care (www.hospitalathome.org), guided care (www.guidedcare.org), geriatric service line models (www.med-ic.org), and medical house call practices. In addition, his research interests extend to issues related to multimorbidity, guideline development, and case-mix issues. He has served on multiple technical expert panels for the Centers for Medicare & Medicaid Services on issues related to geriatrics and home health care. Dr. Leff cares for patients
in the acute, ambulatory, and home settings. He directs the medicine clerkship at the Johns Hopkins University School of Medicine and has received awards for his teaching and mentorship. He is a former American Political Science Association Health and Aging Policy Fellow. He is a member of the Board of Regents of the American College of Physicians, past president of the American Academy of Home Care Medicine, and an associate fellow of InterRAI.
Richard Lopez, M.D., a physician at Harvard Vanguard Medical Associates, was appointed chief medical officer of Atrius Health in January 2009. In this position, Dr. Lopez works collaboratively with the chief medical officers and chief executive officers of the six Atrius Health medical groups on a wide range of clinical and quality initiatives. Specifically, Dr. Lopez’s focus includes clinical program and regional project development, clinical aspects of payer/hospital contracting, clinical informatics, medical management, and safety and quality, as well as collaborating to develop quality standards and the outcome reporting measures and clinical dashboards that support the medical groups in meeting those standards. A more than 25-year veteran of Harvard Vanguard, Dr. Lopez has made many significant contributions to the organization and is the recipient of Harvard Vanguard’s Lifetime Achievement Award. He also received the Becker Healthcare Leadership Award in 2014. Dr. Lopez received a medical degree from the Boston University School of Medicine and completed his residency and internship at St. Elizabeth’s Hospital. Dr. Lopez received a bachelor of arts degree from Boston University and is a clinical instructor at Harvard Medical School. As a board-certified internist, Dr. Lopez has practiced primary care internal medicine at Harvard Vanguard’s Medford practice since 1982. Dr. Lopez serves on several committees, including the Massachusetts Medical Society Committee on Quality of Medical Practice and the Massachusetts Statewide Advisory Committee on Standard Quality Measure Sets.
Rose Madden-Baer, DNP, R.N., MHSA BC-PHCNS, is the senior vice president of population health management for the Visiting Nurse Service of New York (VNSNY). She has practiced as both a nurse and a nursing leader in a variety of home health, managed long-term care, and community-based settings for more than 30 years. Dr. Madden-Baer is board certified as a public health/community health clinical specialist. She received a doctorate of nursing practice from the Duke University School of Nursing in 2012 and holds certifications as a professional in health care quality, as a home care and hospice executive, as a certified outcome and assessment information set (OASIS) specialist, and as a population health care coordinator through a postgraduate program at Duke University. Dr. Madden-Baer’s responsibilities include creation of clinical operations
improvement strategies and development of new evidence-based programs, including the development, implementation, and evaluation of a behavioral health evidence-based program at VNSNY. Dr. Madden-Baer has developed and disseminated evidence-based models of care that have informed community-based service delivery. In ground-breaking work that was also part of her doctoral research in nursing practice, Dr. Madden-Baer used predictive analytics to develop VNSNY’s behavioral health program directed at the needs of homebound Medicare beneficiaries. She continues to build new care models for VNSNY. She has implemented several population health models (including two bundle payment models of care) using population care coordinators trained by the Duke University School of Nursing. Dr. Madden-Baer worked with other VNSNY leaders to mobilize teams of nurses and other clinicians and home health aides in community surveillance and the provision of public and behavioral health services to residents in the aftermath of Superstorm Sandy. This team was honored as a 2013 ADVANCE for Nurses’ Best Nursing Team in the Northeast. Additionally, the American Red Cross awarded VNSNY an 18-month grant for $1 million to continue health, wellness, and behavioral health services to victims of this natural disaster. Dr. Madden-Baer is recognized as an industry leader with active participation in the Visiting Nurse Associations of America (VNAA), the National Association for Home Care, and the Home Care Association of New York. Dr. Madden-Baer’s research has gained nationwide acceptance, and her work has been disseminated through her participation in national coalitions, podium presentations, and publication in mainstream media (including The Huffington Post); in academic journals and textbooks, including the Journal of Nursing Care Quality (January 2013); and as an exemplar in the textbook The Doctor of Nursing Practice Scholarly Project: A Framework for Success (Jones & Bartlett Learning, 2013). Dr. Madden-Baer’s innovative work has brought her many honors, including being a finalist in the innovation category of the 2012 New York Times Tribute to Nurses, and then more recently, in 2014, she was recognized with a Distinguished Alumna Award by the Duke University School of Nursing and also received the VNAA Innovative Leader of the Year Award.
Elizabeth Madigan, Ph.D., R.N., F.A.A.N. (Workshop Co-Chair), is associate professor of nursing at the Frances Payne Bolton School of Nursing at Case Western Reserve University in Cleveland, Ohio. She has been involved in home health care as a staff nurse, agency administrator, and researcher since 1981. Dr. Madigan has also worked with home health care internationally and with the World Health Organization and Pan American Health Organization. Dr. Madigan has demonstrated the ability to lead, inspire, and support others while moving nursing practice and science forward throughout her career. She has a deep commitment to service within
the profession and constantly works to renew the profession of nursing through her work in home health care, her mentoring capabilities, and her international work, all of which have advanced the profession and inspired colleagues around the globe to strive for excellence and improve the quality of patient care.
Karen Marshall, J.D., has been a family caregiver for both parents and is currently the executive director of the Kadamba Tree Foundation. She has helped her parents face a variety of serious illnesses and aging issues. She has cared for them both in their home and as a working, long-distance caregiver. These experiences inspired Ms. Marshall to establish the Kadamba Tree Foundation, which offers education and support programs to family caregivers. In addition to developing and facilitating these programs, she also advises government and community organizations on conducting outreach to help family caregivers effectively care for their loved ones. She also volunteers as a support group facilitator and legal expert for a variety of nonprofit organizations, such as the Alzheimer’s Association.
James Martinez is retired and lives in Northern California. In October 2011, Mr. Martinez’s mother was diagnosed with pancreatic cancer. He subsequently rented out his home and moved into his parents’ house to help care for them. After his mother passed away in February 2012, he stayed on to help care for his father, who suffered from several chronic conditions. His father passed away in May 2014. Mr. Martinez says his experience with home health care, including the Advanced Illness Management and hospice programs, were tremendously helpful to him in caring for his parents.
Barbara A. McCann is the chief industry officer of Interim HealthCare Inc., supporting agencies in accountable care organizations, demonstration projects with dually eligible beneficiaries, and other alternative delivery models. Ms. McCann joined Interim in January 1998 and served as the chief clinical officer, overseeing the company’s corporate clinical operations team, which developed policies, procedures, and practice guidelines for the delivery of patient care as well as compliance with federal laws and regulations and professional standards of practice. She also directed the national chronic care and transition programs. Prior to joining Interim, Ms. McCann was the executive director of accreditation, plan performance, and clinical management alliances at the national Blue Cross Blue Shield Association in Chicago, Illinois, where she was responsible for systemwide strategies for managed care accreditation and health plan performance data. From 1990 to 1995, Ms. McCann was vice president of outcomes management and analytic services at Caremark, where she provided the database and analytic support to six divisions of the company in the United States
and abroad. Ms. McCann was also the first director of hospice and home health accreditation at The Joint Commission on Accreditation of Healthcare Organizations. She serves on several boards, including the Community Health Accreditation Program (CHAP), and is a Phi Beta Kappa graduate of the University of California, Berkeley.
Anne Montgomery, M.S., is a senior policy analyst at the Altarum Institute’s Center for Elder Care and Advanced Illness and a visiting scholar at the National Academy of Social Insurance. From 2007 to 2013, Ms. Montgomery served as senior policy advisor for the U.S. Senate Special Committee on Aging, where she was responsible for developing hearings and legislation to improve nursing homes and home- and community-based services in Medicaid and to address dually eligible beneficiaries, health care workforce issues, elder abuse, dementia care, and community and social support services for older adults. She has also served as a senior health policy associate with the Alliance for Health Reform in Washington, DC; a senior analyst in public health at the U.S. Government Accountability Office; and a legislative aide for the Ways and Means Subcommittee on Health in the U.S. House of Representatives. Based in London as an Atlantic fellow in public policy in 2001 and 2002, Ms. Montgomery undertook comparative policy analysis of the role of family caregivers in the development of long-term care in the United Kingdom and the United States. During the 1990s, she worked as a health and science journalist covering the National Institutes of Health and the U.S. Congress. A member of the National Academy of Social Insurance and Academy Health, Ms. Montgomery has an M.S. in journalism from Columbia University and a B.A. in English literature from the University of Virginia and has undertaken gerontology course work at Johns Hopkins University.
Tricia Neuman, Ph.D., M.S., is a senior vice president of the Henry J. Kaiser Family Foundation and is director of the Henry J. Kaiser Family Foundation’s Program on Medicare Policy and Project on Medicare’s Future. Dr. Neuman’s work at the Foundation focuses on a broad range of issues pertaining to the Medicare program and the population that it serves. Dr. Neuman is widely regarded as a Medicare policy expert, with broad knowledge of issues associated with the health care coverage and financing for elderly and disabled Americans and the health care of those individuals. She has published numerous articles on topics related to health care coverage and financing for the Medicare population, and has been invited several times to present expert testimony before congressional committees and other key audiences. She has authored and co-authored several papers and reports related to Medicare proposals; recent examples include Raising the Age of Medicare Eligibility: A Fresh Look Following
Implementation of Health Reform, Transforming Medicare into a Premium Support System: Implications for Beneficiary Premiums, and Policy Options to Sustain Medicare for the Future. Dr. Neuman has appeared as an independent expert on NPR, the NBC Nightly News, the CBS Evening News, the Today Show, the PBS NewsHour, and programs on other major, national media outlets. Before joining the Foundation in 1995, Dr. Neuman served on the professional staff of the Ways and Means Subcommittee on Health in the U.S. House of Representatives and on the staff of the U.S. Senate Special Committee on Aging, working on health and long-term care issues. Dr. Neuman received a doctorate of science degree in health policy and management and a master of science degree in health finance and management from the Johns Hopkins School of Hygiene and Public Health in Baltimore, Maryland. She received a bachelor’s degree from Wesleyan University in Middletown, Connecticut.
Wendy J. Nilsen, Ph.D., is a health scientist administrator at the Office of Behavioral and Social Sciences Research of the National Institutes of Health (NIH) and the program director for the Smart and Connected Health program at the National Science Foundation (NSF). Dr. Nilsen’s scientific focus is on the science of human behavior and behavior change, including the use of technology to better understand and improve health, adherence, the mechanisms of behavior change, and behavioral interventions in patients with complex conditions in primary care. More specifically, her efforts in mobile and wireless health (mHealth) research include serving as the NIH lead for the NSF/NIH Smart and Connected Health announcement, convening meetings to address methodologies in mobile technology research, serving on numerous federal mHealth initiatives, and leading the NIH mHealth training institutes. Dr. Nilsen Wendy is also the chair of the Adherence Network, a trans-NIH effort to enhance and develop the science of adherence. She is also a member of the Science of Behavior Change, Health Economics, and HMO Collaboratory working groups. These projects are initiatives funded through the Common Fund that target behavioral and social sciences research to improve health across a wide range of domains. Dr. Nilsen also chairs the NIH Integrating Health Strategies work group, which supports the science of behavioral treatments for patients with multiple chronic conditions in primary care. At NSF, she leads the Smart Health program, which targets science at the intersection between computer science, engineering, medicine, and health, broadly defined.
Terrence O’Malley, M.D., is an internist and geriatrician with an active nursing home practice at the Massachusetts General Hospital, where he provides clinical care, supervises trainees, provides network oversight of post-acute care, and conducts research on improving transitions of care and
the exchange of clinical information at transitions. Until 2014 he served as the medical director of Partners HealthCare at Home and the medical director for Non-Acute Care Services within the Partners HealthCare System and currently sits on the Partners network-level steering committees for palliative care, readmissions, and quality measurement and is co-chair of the Transitions of Care Committee. At the state and national levels, he is the co-principal investigator and evaluation lead on an Office of the National Coordinator for Health Information Technology (ONC)-funded research project (Improving Massachusetts Post Acute Care Transfers [IMPACT]), which measures the effect of the electronic exchange of essential clinical data at the time of care transitions and its impact on the utilization of health care services. He also co-chairs the Massachusetts Health Data Consortium Transitions and Care Coordination Information Technology Work Group and sits on the statewide Care Transitions Steering Committee. At the national level, he co-chairs the Long-Term and Post-Acute Care Work Group within the Standards and Interoperability Framework at ONC, and he is a lead on the Longitudinal Coordination of Care (LCC) Work Group and the LCC Pilot Work Group. These groups created the data sets required to exchange a plan for home health care between agencies and the certifying clinician and the components of a longitudinal care plan with exchange standards for use between all acute care and post-acute care providers. He is a member of the National Quality Forum Care Coordination Steering Committee for the Care Coordination Measure Endorsement Maintenance project and serves on the board of directors of the Long Term Quality Alliance.
Eric C. Rackow, M.D., is president of Humana At Home. As president of Humana Cares/SeniorBridge, Dr. Rackow is responsible for the Humana At Home chronic care management platform. Dr. Rackow is also a professor of medicine at the New York University School of Medicine. Prior to his current role, he was president and chief executive officer of SeniorBridge, where under his leadership the company tripled in size to 44 home health agencies and a nationwide network of more than 2,000 care managers. Dr. Rackow joined SeniorBridge following a career in academic medicine, where he saw firsthand the challenges that frail seniors face in their homes and the need to provide personalized, ongoing support to prevent unnecessary hospitalizations and emergency room visits. Dr. Rackow’s previous hospital roles include past president of the New York University (NYU) Hospitals Center, where he was responsible for ensuring the quality of medical services and promoting continued excellence in patient care, medical education, and clinical research; chief medical officer at the NYU Hospitals Center; and chair of the Department of Medicine at St. Vincent’s Hospital and Medical Center of New York. Dr. Rackow is an expert in critical care-
and health care delivery. After earning an M.D. at the State University of New York, Downstate Medical Center, he trained in internal medicine, served as chief resident in internal medicine, and completed a fellowship in cardiology at the Downstate Medical Center. Dr. Rackow is the author of 184 articles and 40 chapters on the care of patients with complex medical problems. He is currently on the Board of Trustees of the Weil Institute of Critical Care Medicine, which is dedicated to education and research in caring for patients with severe illness or injury. He also serves on the Board of Trustees of his alma mater, Franklin and Marshall College. Dr. Rackow is a fellow of the American College of Physicians, American College of Critical Care Medicine, American College of Cardiology, and American College of Chest Physicians. Recently, he received the distinguished award of Mastership of the American College of Physicians.
Robert J. Rosati, Ph.D., is currently at the Visiting Nurse Association (VNA) Health Group, where he is working on the development of a connected health institute. Prior to being at the VNA Health Group, Dr. Rosati held senior management positions at the Visiting Nurse Service of New York and CenterLight Healthcare. He has more than 20 years of experience in health care in various research, analytic, quality management, educational, and administrative roles. Dr. Rosati is currently on the faculty Hofstra University. He has published more than 40 health care–related articles and has made numerous presentations at national meetings. Dr. Rosati is also associate editor of the Journal for Healthcare Quality.
Ronald J. Shumacher, M.D., F.A.C.P., C.M.D., currently serves as chief medical officer for Optum Complex Population Management, one of the nation’s largest care delivery and care coordination companies for chronically ill, medically complex, and post-acute care patients. Dr. Shumacher previously served as executive director and senior medical director for Evercare of the Mid-Atlantic and as medical director and vice president of clinical delivery for UnitedHealthcare Medicare and Retirement, where he was responsible for the business operations and clinical programs for Medicare Advantage Special Needs Plans for dually eligible, chronically ill, and institutionalized Medicare beneficiaries. Prior to his position within the UnitedHealth Group, Dr. Shumacher practiced internal medicine and geriatric medicine in Montgomery County, Maryland, and served as the medical director of the Trinity Senior Living Community in Burtonsville, Maryland. He has extensive experience as a clinician and medical director in post-acute care and long-term care. Dr. Shumacher is board certified in internal medicine and is a fellow of the American College of Physicians, and a member of the American College of Physician Executives and AMDA—The Society for Post-Acute and Long-Term Care Medicine. He is a certi-
fied medical director in long-term care. He received a B.A. from Stanford University and an M.D. from the George Washington University School of Medicine and Health Sciences and completed training in internal medicine at the Georgetown University Hospital in Washington, DC.
Judith Stein, J.D., founded the Center for Medicare Advocacy, Inc., in 1986, where she is currently the executive director. She has focused on the legal representation of older people since beginning her legal career in 1975. From 1977 to 1986, Ms. Stein was the codirector of legal assistance to Medicare patients, where she managed the first Medicare advocacy program in the country. She has extensive experience in developing and administering Medicare advocacy projects, representing Medicare beneficiaries, producing educational materials, teaching, and consulting. She has been lead counsel or cocounsel in numerous federal class action and individual cases challenging improper Medicare policies and denials, including, most recently, Jimmo v. Sebelius, which will dramatically improve coverage and access to care for people with long-term and chronic conditions. Ms. Stein graduated cum laude from Williams College in 1972 and received a law degree with honors from the Catholic University School of Law in 1975. She is the editor and co-author of books, articles, and other publications on Medicare and related issues, including the Medicare Handbook (14th edition, 2013, Aspen Publishers, Inc.), which is updated annually. Ms. Stein is a board member of the National Care Managers Association, past president and a fellow of the National Academy of Elder Law Attorneys; a past commissioner of the American Bar Association Commission on Law and Aging; an elected member of the National Academy of Social Insurance; and a recipient of the Health Care Financing Administration (now the Centers for Medicare & Medicaid Services) Beneficiary Services Certificate of Merit. She represented Senator Christopher Dodd as a delegate to the 2005 White House Conference on Aging, received the Connecticut Commission on Aging Age-Wise Advocate Award in 2007, and is a member of the Executive Committee of the Connecticut Elder Action Network. In 2013, Ms. Stein was appointed to the National Commission on Long Term Care by U.S. House of Representatives Leader Nancy Pelosi.
Robyn I. Stone, Ph.D., is senior vice president of research at LeadingAge, and executive director at the LeadingAge Center for Applied Research. She is a noted researcher and leading international authority on aging and long-term care policy and joined LeadingAge to establish and oversee the LeadingAge Center for Applied Research. Dr. Stone came to LeadingAge from the International Longevity Center–USA in New York, where she was executive director and chief operating officer. Previously, she worked for the Federal Agency for Health Care Policy and Research (now known
as the Agency for Healthcare Research and Quality). Dr. Stone also served the White House as deputy assistant secretary for disability, aging, and long-term care policy and as acting assistant secretary for aging in the U.S. Department of Health and Human Services under the Clinton administration. She was a senior researcher at the National Center for Health Services as well as at Project Hope’s Center for Health Affairs. Dr. Stone was on the staff of the 1989 Bipartisan Commission on Comprehensive Health Care and the 1993 Clinton administration’s Task Force on Health Care Reform. Stone holds a doctorate in public health from the University of California, Berkeley.
Sarah L. Szanton, Ph.D., A.N.P., is associate professor and director of the Ph.D. Program at the Johns Hopkins University School of Nursing. A number of years ago, while making house calls as a nurse practitioner to homebound, low-income elderly patients in West Baltimore, Maryland, Dr. Szanton noticed that their environmental challenges were often as pressing as their health challenges. Since then she has developed a program of research at the Johns Hopkins University School of Nursing on the role of the environment and stressors in health disparities in older adults, particularly those trying to age in place or stay out of a nursing home. Through a Robert Wood Johnson Foundation–funded grant, a National Institutes of Health grant, and a cooperative agreement from the Innovations Office at the Centers for Medicare & Medicaid Services, she is examining whether a program that combines home maintenance services with nursing and occupational therapy can improve mobility, reduce stress hormone levels, and decrease health care costs. She is also conducting a study of the Nintendo Wii program with frail older adults to see whether it can decrease their risk of falling. As a former health policy advocate, Dr. Szanton hopes that the outcomes of her research and her growing body of publications in the literature can have a positive impact on future health policy affecting older adults.
George Taler, M.D., graduated from the University of Maryland School of Medicine in 1975 and completed a residency in family medicine in 1978 and a geriatric fellowship at the Jewish Institute for Geriatric Care (now the Parker Geriatric Institute) in New Hyde Park, New York. Dr. Taler joined the faculty in family medicine at the University of Maryland School of Medicine, where he was an associate professor until he left in 1999 to join the faculty in the Department of Medicine at the Washington Hospital Center as director of long-term care. He currently holds the rank of professor of clinical medicine, geriatrics, and long-term care at the Georgetown University School of Medicine. His responsibilities include being codirector of the Medical House Call Program, vice president for medical affairs
of MedStar Home Health–Visiting Nurse Association and MedStar Home Infusion Services, and medical director of the Capitol Hill Nursing Center, a 114-bed skilled nursing facility in Washington, DC. Community leadership activities include being past president of the Maryland Gerontological Association, 1991 to 1992; founding president of the Maryland Geriatrics Society (the state affiliate of the American Geriatrics Society), 1993; president of the American Academy of Home Care Physicians (AAHCP), 1998 to 2000; and chair of the AACHP Public Policy Committee, 2000 to 2014, where his interests focused on the development and implementation of the Independence at Home program as part of the national health care reform initiative. Dr. Taler was a member of the Board of the National Pressure Ulcer Advisory Panel from 2002 to 2008. In 2012, he was appointed to be the alternate representative for the American Geriatrics Society to The Joint Commission’s Professional Technical Advisory Committee for Home Care and in 2013 was a member of the American Geriatrics Society Public Policy Committee.
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