Appendix A

Biographic Sketches

COMMITTEE MEMBERS

Betty Ferrell, R.N., Ph.D., M.A., CHPN, FAAN, FPCN (NAM 2019) (chair), is the director of nursing research and education and a professor at the City of Hope Medical Center in Duarte, California. She has been in nursing for more than 43 years and has focused her clinical expertise and research in pain management, quality of life (QOL), and palliative care. Dr. Ferrell is a fellow of the American Academy of Nursing, and she has more than 450 publications in peer-reviewed journals and texts. She is the principal investigator of the End-of-Life Nursing Education Consortium (ELNEC) project. She directs several other funded projects related to palliative care in cancer centers and QOL issues, including ELNEC–Geriatrics for Long-Term settings. Dr. Ferrell was a co-chairperson of the National Consensus Project for Quality Palliative Care. Dr. Ferrell completed a master’s degree in theology, ethics, and culture from Claremont Graduate University in 2007. She is recognized for her career as an oncology researcher addressing issues such as quality of life, family caregiving, and palliative care, to name a few. She has authored 12 books including the Oxford Textbook of Palliative Nursing. She is co-author of the text The Nature of Suffering and the Goals of Nursing (2008) and of Making Health Care Whole: Integrating Spirituality into Patient Care (2010). In 2013, she was named one of the 30 visionaries in the field by the American Academy of Hospice and Palliative Medicine. Dr. Ferrell was elected to the National Academy of Medicine in 2019.

Gregory L. Alexander, Ph.D., R.N., FAAN, FACMI, FIAHSI, a professor at the Columbia University School of Nursing, is an internationally recognized nursing informaticist and clinical expert with more than 25 years of research and clinical leadership. His program of research is focused on technologies used to support patient care delivery, improve patient outcomes, and to identify and address disparities with an emphasis on aging populations. He leads national research studies benchmarking trends in information technology adoption and use. In these studies, he is evaluating the impact of health information systems on quality measures, resident outcomes, and disparities in nursing homes. As a Fulbright U.S. Scholar in 2017, he has led international research teams from Australia, New Zealand, Norway, United Kingdom, Canada, and the United States who are interested in investigating information technology use as it relates to resident care, clinical support, and quality measures. Dr. Alexander is editor of the Technology Innovations section of the Journal of Gerontological Nursing. Dr. Alexander’s book, An Introduction to Clinical Health Information Technology for Long Term/Post-Acute Care Settings, shows how research identifies and promotes evidence informing new models of care, including technology implementation trends and safety and quality impacts for longterm and post-acute settings.

Mary Ersek, Ph.D., R.N., FPCN, is senior scientist at the Department of Veterans Affairs and professor of palliative care at the University of Pennsylvania School of Nursing, with a secondary appointment at the Perelman School of Medicine, University of Pennsylvania. For more than 20 years, Dr. Ersek has led and collaborated with other investigators on many research projects aimed at improving care in nursing homes and for persons with dementia. These studies involved recruiting and working with facilities, staff and providers, and residents and their families from over 70 nursing homes across the United States from Seattle, Washington, to Philadelphia, Pennsylvania, to Tuscaloosa, Alabama. In addition to these studies, Dr. Ersek developed the End-of-Life Nursing Education Consortium geriatric curriculum which has been disseminated to nursing home staff and other professionals across the United States. From 2005 to 2008, Dr. Ersek served on the Washington State Board of Nursing Home Administrators.

Colleen Galambos, Ph.D., LCSW, LCSW-C, ACSW, FGSA, is professor and the Helen Bader Endowed Chair in Applied Gerontology at the University of Wisconsin–Milwaukee. She is an adjunct professor with the Medical College of Wisconsin. Dr. Galambos is a fellow of the Gerontological Society of America and the American Academy of Social Work and Social Welfare. In 2016, she was named a National Association of Social Workers Pioneer, and in 2020 she was named a Woman of Influence by the Milwaukee

Business Journal. Her practice experience includes clinical, administrative, policy, and research positions in a variety of health and long-term care organizations. She served on the State of Missouri Board of Nursing Home Administrators from 2004 to 2011 and was Vice President of the Board from 2010 to 2011. She was a member of the Consensus Study Committee, Health and Medical Dimensions of Social Isolation and Loneliness in Older Adults, National Academies of Sciences, Engineering, and Medicine from 2018 to 2020. Dr. Galambos’ active research areas include care transitions, advance care planning/end-of-life decision making, aging in place, health and long-term care systems quality improvement, gerontechnology, older adults and behavioral health, practice approaches in work with older adults, family caregiving, and competency-based gerontological education. Most recently, she worked as an investigator on several research projects aimed at improving long-term care, funded by the Centers for Medicare & Medicaid Services, the National Institutes of Health, and the Agency for Healthcare Research and Quality, totaling over $37 million in grant support.

David C. Grabowski, Ph.D., is a professor of health care policy in the Department of Health Care Policy at Harvard Medical School. His research examines the economics of aging with a particular interest in the areas of long-term care and post-acute care. He has published more than 200 peer-reviewed research articles, and his work has been funded by the National Institute on Aging, the Agency for Healthcare Research and Quality, and a number of private foundations. He has testified in front of Congress four times on issues related to the care of older adults. Dr. Grabowski is a member of the Medicare Payment Advisory Commission. He has also served on several Centers for Medicare & Medicaid Services (CMS) technical expert panels, including the recent CMS Coronavirus Commission on Safety and Quality in Nursing Homes. He is an associate editor of the journal Forum for Health Economics and Policy, and he is a member of the editorial boards of the American Journal of Health Economics, B.E. Journal of Economic Analysis & Policy, and Journal of the American Medical Directors Association. Dr. Grabowski also serves on the technical expert panel that advises CMS on the Nursing Home Compare five-star rating system that publicly reports nursing home quality.

Kathy Greenlee, J.D., is the president and chief executive officer of Greenlee Global LLC. She provides independent consulting services and public speaking. She works with states on improving government programs that address aging, disability, and abuse. From 2009 to 2016, Ms. Greenlee served as the assistant secretary for aging at the U.S. Department of Health and Human Services in Washington, DC. She was appointed to the position

by President Obama and confirmed by the U.S. Senate. In 2012, Assistant Secretary Greenlee became the administrator of the Administration for Community Living (ACL), an agency she created by combining the Administration on Aging, the Office on Disability, and the Administration for Developmental Disabilities. When the Workforce Investment and Opportunities Act was signed into law, the National Institute for Disabilities, Independent Living, and Rehabilitation Research was moved to ACL, as were the programs that support centers for independent living. She previously served 18 years in the Kansas state government as an assistant attorney general, general counsel for the Kansas Insurance Department, chief of staff for the Governor, State Long-Term Care Ombudsman, and Kansas Secretary of Aging. Greenlee is the board chair for the National Council on Aging. She joined the WellSky Human and Social Services Advisory Board in late 2020; board members provide general advice on key issues in aging, disability, and homelessness.

Lisa G. Kaplowitz, M.D., M.H.S.A., works for the Virginia Department of Health as a physician expert consultant for the department’s COVID-19 Vaccine Unit. Up until recently, Dr. Kaplowitz was a public health physician and deputy health officer for Arlington County, Virginia. From 2010 to 2019, she worked within the U.S. Department of Health and Human Services (HHS). She was senior medical advisor within the Office of the Assistant Secretary for Preparedness and Response (ASPR) (October 2015–March 2019) and in the Substance Abuse and Mental Health Services Administration (October 2015–February 2018). From March 2010 to October 2015 she was the deputy assistant secretary for policy in the Office of the ASPR, responsible for directing and coordinating policy and strategic planning for the Office of the ASPR. Prior to joining HHS, Dr. Kaplowitz was the director of the health department for the City of Alexandria. From 2002 to 2008, she was the deputy commissioner for emergency preparedness and response in the Virginia Department of Health, responsible for the development and implementation of Virginia’s public health and medical response to all natural and manmade emergencies. She was a health policy fellow with the Institute of Medicine (now the National Academy of Medicine) in Washington, DC, in 1996–1997, working in Senator Jay Rockefeller’s office on health financing and end-of-life care.

R. Tamara Konetzka, Ph.D., is the Louis Block Professor of Public Health Sciences at The University of Chicago, with a secondary appointment in the Department of Medicine, Section of Geriatrics and Palliative Medicine. Konetzka is an internationally recognized expert in the health policy and economics of long-term and post-acute care. Her research focuses on the incentives created by health care policy, including payment policy, and

their effects on quality of care. She has been the principal investigator on numerous major federal research grants employing state-of-the-art econometric designs and mixed methods. This body of work has led to significant advances in knowledge of the drivers of nursing home quality, how public reporting of quality changes the behavior of providers and consumers, and the unintended consequences of home-based long-term and post-acute care. She testified twice to the U.S. Senate on issues related to nursing homes during the COVID-19 pandemic. Dr. Konetzka serves on the editorial boards of Health Services Research and the Journal of the American Medical Directors Association and is editor-in-chief of Medical Care Research and Review. She also serves on the technical expert panel that advises the Centers for Medicare & Medicaid Services on the Nursing Home Compare five-star rating system which publicly reports nursing home quality.

Christine A. Mueller, Ph.D., R.N., FGSA, FAAN, is a professor, the senior executive associate dean for academic programs, and a long-term care professor in nursing at the School of Nursing at the University of Minnesota. Dr. Mueller’s 46-year career has focused on improving the care of elders living in nursing homes, specifically on factors that can influence the quality of nursing home care, such as nurse staffing, care delivery systems, and the role of the nurse and nursing home culture change. In the 1990s she worked on the project team for the Health Care Financing Administration Multistate Nursing Home Case-Mix and Quality demonstration project that developed the Minimum Data Set (MDS) Plus (now the MDS 3.0), quality indicators, and the Resource Utilization Group case-mix classification system for nursing homes. She was a team lead for the state of Minnesota in designing a case-mix classification system for Minnesota nursing homes and a set of quality indicators which have been used for quality payment incentives and a public report card. Dr. Mueller previously served on the board of directors for the Pioneer Network, the national organization promoting person-directed care in nursing homes.

Marilyn J. Rantz, Ph.D., R.N., FAAN (NAM 2012), has been affiliated with the University of Missouri Sinclair School of Nursing since 1992. She held the named position of University Hospital Professor of Nursing, has a joint appointment in the Department of Family and Community Medicine, was the Helen E. Nahm Chair from 2008 to 2015, and was awarded the University of Missouri Curators’ Professor title in 2010. In 2012, she was elected into the Institute of Medicine (now the National Academy of Medicine) and is the only individual to be twice named as an Edge Runner by the American Academy of Nursing for two different innovations: 2008 for Aging in Place and TigerPlace and 2012 for the Quality Improvement Program for Missouri. She was inducted as a Living Legend by the American Academy

of Nursing in 2020. Dr. Rantz has sustained a research program to improve the quality of care for the elderly. Her innovative work in nursing home quality spans 40 years, both in practice and as a leading researcher. She is an international expert in quality measurement in nursing homes. In 2012 and 2016, she secured $14.8 million and $19.8 million in grants from the Centers for Medicare & Medicaid Services for their Initiative to Reduce Avoidable Hospitalizations among Nursing Facility Residents—Phase 1 and Phase 2. In total, Dr. Rantz and her multidisciplinary research teams have garnered over $92 million in funds to support work measuring the effectiveness of nurse care coordination, cutting-edge research in long-term care, new delivery models of care for older adults, and technology development to enhance aging in place of community-dwelling elders. Dr. Rantz has small minority shares in Foresite Healthcare, which was developed in the business incubator at the University of Missouri to commercialize the patented sensor technology to enhance aging in place—used primarily in assisted living and independent living—developed by the UM Eldertech Research team. Dr. Rantz is not on the board of directors and not involved in business operations, nor does she receive any financial support or technology from Foresite.

Debra Saliba, M.D., M.P.H., AGSF, is a professor of medicine at the University of California, Los Angeles, where she holds the Anna & Harry Borun Endowed Chair in Geriatrics. At the Los Angeles Department of Veterans Affairs (VA), she is in the Geriatric Research, Education, and Clinical Center and is the associate director for education in the Health Services Research and Development Service’s Center for the Study of Healthcare Innovation, Implementation & Policy. She also is a senior natural scientist at the RAND Corporation. As a practicing geriatrician and health services researcher, Dr. Saliba’s research focuses on creating tools and knowledge that can be applied to improving the quality of care and quality of life of vulnerable older adults across care settings, including clinics, hospitals, homes, post-acute care, and nursing homes. She was the principal investigator for Center for Medicare & Medicaid Services (CMS) Minimum Data Set (MDS) 3.0 revision and evaluation project and collaborative VA MDS validation project. The revised MDS included, for the first time, resident self-reports of symptoms and preferences. National testing showed significant gains in item validity, staff satisfaction, and assessment efficiency. Her current research includes developing measures of physician performance in post-acute and long-term care; the inclusion of patient and family priorities in weighting quality measures; an evaluation of the implementation of the balancing incentives program; and the relationship between nursing home quality and staffing structures. Dr. Saliba is past president and board chair of the American Geriatrics Society. She serves on the editorial boards

of The Gerontologist and the Journal of Post-Acute and Long-Term Care Medicine and is an executive editor for the Journal of the American Geriatrics Society. She serves on several national expert panels, including the CMS five-star technical expert panel.

William Scanlon, Ph.D., is an independent consultant to West Health. He is also a member of the Medicaid and Children’s Health Insurance Program Payment and Access Commission and the Academy Health Oral Health Interest Group Advisory Committee. He began conducting health services research on the Medicaid and Medicare programs in 1975, with a focus on such issues as the provision and financing of long-term care services and supports and provider payment policies. He previously held positions at Georgetown University and the Urban Institute, was the managing director of health care issues at the U.S. Government Accountability Office, and served on the Medicare Payment Advisory Commission. Dr. Scanlon received his doctorate in economics from the University of Wisconsin, Madison.

Philip D. Sloane, M.D., M.P.H., is a distinguished professor and the director of academic advancement at the University of North Carolina at Chapel Hill (UNC-CH) School of Medicine. He co-directs the Program on Aging, Disability, and Long-Term Care of the Cecil G. Sheps Center for Health Services Research at UNC-CH. He is particularly noted for his work concerning the management of behavioral symptoms in Alzheimer’s disease, for which he received the prestigious Pioneer Award from the U.S. Alzheimer’s Association. Dr. Sloane is also committed to the education of professionals, paraprofessionals, and consumers. He has co-edited multiple editions of Essentials of Family Medicine and Primary Care Geriatrics, and he co-founded the Carolina Alzheimer’s Network, a program dedicated to training primary care providers in evidence-based dementia care. Recent research foci include antibiotic stewardship in long-term care, understanding sources of stress and coping among nursing assistants, assisting family caregivers of persons with dementia in assessing and managing medical symptoms, and training nursing assistants to provide better oral hygiene care. Dr. Sloane is also the co-editor-in-chief of the Journal of the American Medical Directors Association: The Journal of Post-Acute and Long-Term Care Medicine.

David G. Stevenson, Ph.D., is currently a professor of health policy in the Department of Health Policy at Vanderbilt University School of Medicine. Dr. Stevenson’s primary research interests are long-term care and end-of-life care. His previous work has focused on a broad range of topics in these areas, including the evolution of Medicare’s hospice benefit, the role of ownership in the provision of resident and patient care, and quality assurance

in the nursing home and hospice sectors. Dr. Stevenson received a B.A. from Oberlin College, a S.M. in health policy and management from the Harvard T.H. Chan School of Public Health, and a Ph.D. in health policy from Harvard University. His previous faculty appointment was in the Department of Health Care Policy at Harvard Medical School. Dr. Stevenson serves on the editorial boards of Health Services Research, the Journal of Pain and Symptom Management, and the Journal of the American Medical Director’s Association. Dr. Stevenson also serves on the technical expert panel that advises the Centers for Medicare & Medicaid Services on the Nursing Home Compare five-star rating system that publicly reports nursing home quality.

Jasmine L. Travers, Ph.D., AGPCNP-BC, CCRN, R.N., is an assistant professor of nursing at NYU Rory Meyers College of Nursing. Her career is dedicated to designing and conducting research to improve health outcomes and reduce health disparities in vulnerable older adult groups using both quantitative and qualitative approaches. Currently, Dr. Travers is the principle investigator of a Robert Wood Johnson Foundation 4-year Career Development Award through the Harold Amos Medical Faculty Development Program in which she is examining the association of neighborhood disadvantage with nursing home outcomes and a Paul B. Beeson Emerging Leader 5-year K76 Award through the National Institute on Aging which in this mixed-method study she will develop a survey instrument aimed to identify unmet needs that are disproportionately driving avoidable nursing home placements. Dr. Travers has published widely on the topics of aging, long-term care, health disparities, workforce diversity, vaccinations, and infections and sits on the National Academies of Sciences, Engineering, and Medicine Committee on the Quality of Care in Nursing Homes as well as the AARP Public Policy Institute Advisory Panel.

Reginald Tucker-Seeley, M.A., Sc.M., Sc.D., is the vice president, health equity, at ZERO—The End of Prostate Cancer. He is currently taking a leave of absence from his position as the inaugural holder of the Edward L. Schneider chair in gerontology and an assistant professor in the Leonard Davis School of Gerontology at the University of Southern California. His research has focused primarily on the social determinants of health across the life course, such as the association between the neighborhood environment and health behavior, and on individual-level socioeconomic determinants of multi-morbidity; mortality; self-rated physical, mental, and oral health; and adult height. Mr. Tucker-Seeley has a long-standing interest in the impact of health and social policy on racial/ethnic minorities and across socioeconomic groups. He has experience working on local and state-level health disparities policy and in the measuring and reporting of health disparities at the state level.

Rachel M. Werner, M.D., Ph.D., is the executive director of the Leonard Davis Institute of Health Economics. She is a professor of medicine at the University of Pennsylvania Perelman School of Medicine as well as the Robert D. Eilers Professor of Health Care Management and Economics at the Wharton School and a practicing physician at the Philadelphia Department of Veterans Affairs (VA). Over the last two decades, Dr. Werner has built a foundational research program examining the effects of health care policies on the organization and delivery of health care, with a focus on provider payment and quality-improvement incentives. This research has revealed the many intended and unintended effects of quality measurement and incentives and was among the first to recognize that public reporting of quality information may worsen racial disparities. She is a core investigator with the VA Health Services Research and Development Service’s Center for Health Equity Research and Promotion. She has received numerous awards for her work, including the Alice Hersh New Investigator Award from AcademyHealth, the Presidential Early Career Award for Scientists and Engineers, and the American Federation of Medical Research Outstanding Investigator Award. Dr. Werner was elected to the National Academy of Medicine in 2018.

STAFF

Kaitlyn Friedman, M.Sc, is an associate program officer in the Health and Medicine Division of the National Academies of Sciences, Engineering, and Medicine. In this capacity she supports the Forum on Mental Health and Substance Use Disorders, the Roundtable on Quality Care for People with Serious Illness, and the Consensus Study on the Quality of Care in Nursing Homes. Outside of the Academies, Ms. Friedman volunteers on the Research Centers and Labs Committee of the Duke Global Health Institute Equity Task Force and on the Data Management Team of the COVID-19 Task Force on Domestic Violence. Prior to joining the Academies in 2019, Ms. Friedman served as a research coordinator for Duke University, exploring the associations between violence-related injuries and alcohol use as well as managing the implementation of a feasibility trial of a brief intervention for harmful and hazardous alcohol use in Moshi, Tanzania. She also interned with the World Health Organization in 2018, contributing to technical reports on drug-impaired driving and road traffic injuries. Ms. Friedman received her master of science in global health from Duke University in 2019 and her bachelor of arts in medicine, health, and society from Vanderbilt University in 2017.

Laurie Graig, M.A., is a senior program officer in the Health and Medicine Division of the National Academies of Sciences, Engineering, and

Medicine (NASEM). In this capacity, she serves as the director of the Roundtable on Quality Care for People with Serious Illness, a convening activity that brings together leaders from government, industry, academia, health professional groups and associations, and philanthropic and patient advocacy organizations to discuss key challenges related to improving care for people with serious illness. Ms. Graig also directed another convening activity, the Forum on Mental Health and Substance Use Disorders. Previously, she served as study director of the consensus committee on Policy Issues in the Clinical Development and Use of Bio-markers for Molecularly Targeted Therapies. Prior to joining NASEM in 2014, Ms. Graig worked on a broad range of health care systems research and policy issues within for-profit and not-for-profit consulting organizations. Her previous experience includes participating in an evaluation of state-level health care improvement partnerships as a consultant to AcademyHealth. She also served as a project manager with Altarum Institute, where she managed a large, multifaceted project designed to improve the operational efficiency of community health centers using the Lean process improvement methodology, and she worked on a project funded by the U.S. Department of Health and Human Services (HHS) focused on the emergency system for advance registration of volunteer health professionals. In addition, she contributed to studies and reports for HHS in the area of public health planning and emergency preparedness, such as mass casualty events and pandemic influenza. Ms. Graig previously worked for the research and information center of Watson Wyatt, a worldwide management consulting firm. During her tenure, she authored three editions of Health of Nations: An International Perspective on U.S. Health Care Reform published by CQ Books (1991, 3rd edition). Ms. Graig is a former Peace Corps Volunteer, having served in Burkina Faso, West Africa. Ms. Graig received her M.A. from the University of Virginia and her B.S. from Georgetown University.

Rukshana Gupta is a senior program assistant on the Board of Health Care Services at the National Academies of Sciences, Engineering, and Medicine. Ms. Gupta recently graduated from McGill University in Montreal where she earned her bachelor of arts and sciences with a double major in biology and sociology. In university, Ms. Gupta was involved with the McGill Students’ Friends of Medecins sans Frontieres and the McGill Children’s Health Alliance of Montreal. During her senior year, she directed the annual Global Health Case Competition, which brings together students from around Montreal to come up with solutions to a complex, current issue in global health. At the National Academies, Ms. Gupta has been supporting several projects including the Forum on Aging, Disability, and Independence.

Tracy Lustig, D.P.M., M.P.H., is a senior program officer with the Health and Medicine Division of the National Academies of Sciences, Engineering, and Medicine. Dr. Lustig was trained in podiatric medicine and surgery and spent several years in private practice. In 1999, she was awarded a congressional fellowship with the American Association for the Advancement of Science and spent 1 year working in the office of Ron Wyden of the U.S. Senate. Dr. Lustig joined the National Academies in 2004. She was the study director for consensus studies on the geriatrics workforce, oral health, ovarian cancer research, and the 2020 report Social Isolation and Loneliness in Older Adults: Opportunities for the Health Care System. She has also directed workshops on the allied health workforce, the use of telehealth to serve rural populations, assistive technologies, hearing loss, and biomarkers of disability. In 2009, she staffed an Academies-wide initiative on the “Grand Challenges of an Aging Society” and subsequently helped to launch the Forum on Aging, Disability, and Independence, which she currently directs. Dr. Lustig has a doctor of podiatric medicine degree from Temple University and a master of public health degree with a concentration in health policy from The George Washington University.

Sharyl J. Nass, Ph.D., serves as the director of the Board on Health Care Services and the director of the National Cancer Policy Forum at the National Academies of Sciences, Engineering, and Medicine. The National Academies provide independent, objective analysis and advice to the nation to solve complex problems and inform public policy decisions related to science, technology, and medicine. To enable the best possible care for all patients, the board undertakes scholarly analysis of the organization, financing, effectiveness, workforce, and delivery of health care, with an emphasis on quality, cost, and accessibility. The forum examines policy issues pertaining to the entire continuum of cancer research and care. For more than two decades, Dr. Nass has worked on a broad range of health and science policy topics which includes the quality and safety of health care and clinical trials, developing technologies for precision medicine, and strategies to support clinician well-being. She has a Ph.D. from Georgetown University and undertook postdoctoral training at the Johns Hopkins University School of Medicine as well as a research fellowship at the Max Planck Institute in Germany. She also holds a B.S. and an M.S. from the University of Wisconsin–Madison. She has been the recipient of the Cecil Medal for Excellence in Health Policy Research, a Distinguished Service Award from the National Academies, and the Institute of Medicine staff team achievement award (as team leader).

Nikita Varman, M.P.H., is a research associate with the Health and Medicine Division of the National Academies of Sciences, Engineering, and

Medicine. Prior to joining the National Academies, Ms. Varman interned at Boston Children’s Hospital’s Office of Government Relations, where she advocated for children’s health care issues at the state and federal levels, and at Medecins sans Frontieres, where she researched accessibility of hepatitis C diagnostics. She is a 2020 graduate from Boston University with a master’s degree in public health and concentrations in health policy and law as well as community assessment, program design, implementation, and evaluation. Ms. Varman also holds a bachelor of science in health sciences and a bachelor of arts in political science, cum laude, as a Posse Foundation Scholar and Scarlet Key recipient from Boston University in 2019.