• Informatics Professionals. Leading The Way.

    2015 AMIA Policy Invitational

  • Meeting Purpose

    AMIA Policy Invitational

    The Policy Invitational was established to recommend updates and changes to current health informatics policies, and to establish an innovation and research agenda to address informatics challenges in an evolving healthcare ecosystem to make healthcare more efficient and effective. 2015 is the 9th Annual AMIA Policy Invitational, and the focus of this meeting is the on-going evolution of Electronic Health Records (EHRs).

  • Unlocking the Potential of Electronic Health Records

    How Policymakers Can Impact the On-going Evolution of EHRs

    Capital Hilton, Washington, DC - Meeting Description

    For the last nine years, the AMIA Policy Invitational has served as a unique platform to inform legislative, regulatory, and policy development.  During the 2015 AMIA Policy Invitational participants will not only share their areas of expertise, but participate with colleagues in focused and thought-provoking discussions that will help articulate the role of biomedical and health informatics in developing next-generation federal policies and research priorities.  The theme of this year’s Invitational builds on a year-long project conducted by AMIA’s EHR 2020 Task Force to develop policy recommendations for the next phase in EHR evolution.


    The 2015 AMIA Policy Invitational will feature two keynote speakers, Dr. John Glaser, Senior Vice President, Cerner & and Robert Anthony, Deputy Director, Quality Measurement and Health Assessment Group within the Center for Clinical Standards & Quality, at Centers for Medicare & Medicaid Services.  Both speakers will lend their vast experience – one from the private sector and one from the public sector – to discuss their vision for how EHRs need to evolve so that patients receive better care, populations are better managed and healthcare costs are better contained.


    Attendees will also hear from three distinguished panels, followed by interactive, multi-stakeholder breakout sessions. The first panel will discuss the evolution of clinical data capture & documentation; the second panel will broaden the aperture by asking the question, "Are EHRs ready for payment and delivery reform?" and the third panel will explore how EHRs can be a platform for innovation and research to support precision medicine and the learning health system. Each of these panels will set the stage for breakout sessions, where Invitational participants will engage with their peers in facilitated discussions meant to develop concrete, actionable recommendations. 


    Given passage of the 21st-Century Cures Act in the House of Representatives and the corollary work undertaken by the Senate, recommendations developed through these breakout sessions will uniquely position AMIA to bring solutions-oriented ideas to the fast-moving legislative and regulatory environment – in Washington, DC and beyond.


    This year's Invitational will be captured across the social web with the hashtag #API2015. Please join us in the conversations!

    Agenda: Day One

    Thursday, September 17, 2015

    7:30 a.m.

    Registration & Continental Breakfast


    8:15 a.m. – 8:45 a.m.

    Welcome and Opening Remarks


    8:45 – 9:30

    Panel Discussion - The Evolution of Clinical Documentation & Data Capture


    9:45 a.m. – 11:00 a.m.

    Breakout Session 1: The Evolution of Clinical Documentation & Data Capture

    **Breakout Session 1 Group Assignments**


    11:15 a.m. - 12:00 p.m.

    Breakout Session 1 Reports


    12 p.m. – 12:45 p.m.

    Keynote Lunch - Robert Anthony, CMS


    1:00 p.m. – 1:45 p.m.

    Panel Discussion – Are EHRs Ready for Payment & Delivery Reform?


    2:00 p.m. – 3:15 p.m.

    Breakout Session 2: Are EHRs Ready for Payment & Delivery Reform?

    **Breakout Session 2 Group Assignments**


    3:30 p.m. - 4:15 p.m.

    Breakout Session Reports


    4:30 p.m. – 5:00 p.m.

    Day 1 Overview & Adjourn

    Agenda: Day Two

    Friday, September 18, 2015

    7:45 a.m.

    Continental Breakfast

    8:30 a.m. – 9:30 a.m.

    Keynote - Dr. John Glaser, Cerner

    9:30 – 10:15

    Panel Discussion - Advancing Research and Innovation through EHRs

    10:30 a.m. – 11:45 a.m.

    Breakout Session 3: Advancing Research and Innovation through EHRs

    **Breakout Session 3 Group Assignments**

    12 p.m. – 12:30 p.m.

    Breakout Session 3 Reports

    12:30 p.m. – 1:00 p.m.

    Concluding Remarks and Acknowledgements

    1:00 p.m. – 1:30 p.m.

    Lunch - Provided by Robert Wood Johnson Foundation

    1:30 p.m. – 3:00 p.m.

    Robert Wood Johnson Foundation’s Annual Report on Health IT in the United States, 2015: Optimizing HIT in a Post-HITECH World

  • Special Guests

    Our Keynotes and VIPs

    John Glaser, PhD, Cerner Corporation, Boston, MA

    Dr. Glaser is responsible for driving Cerner’s technology and product strategies, interoperability, and government policy development. Previously, Glaser was CEO of Siemens Health Services, a company acquired by Cerner in February 2015. Prior to that, Glaser was vice president and chief information officer at Partners HealthCare. He also previously served as vice president of information systems at Brigham and Women’s Hospital. Glaser is a fellow of CHIME, HIMSS and the American College of Medical Informatics. He also is a former senior advisor to the Office of the National Coordinator for Health Information Technology (ONC). Glaser is on the faculty of the Wharton School at the University of Pennsylvania, the Medical University of South Carolina, and the Harvard School of Public Health. He received his Ph.D. in health care information systems from the University of Minnesota

    Robert Anthony, Centers for Medicare & Medicaid Services, Baltimore, MD


    Robert Anthony is the Deputy Director of the Quality Measurement & Value-Based Incentives Group (QMVIG) in the Center for Clinic Standards and Quality (CCSQ) at the Centers for Medicare & Medicaid Services (CMS), where he oversees the implementation of over 20 quality measurement and public reporting programs, including the Physician Quality Reporting System (PQRS) the Hospital Inpatient Quality Reporting (IQR) Program, and the EHR Incentive Programs (Meaningful Use). Rob’s group will also implement the forthcoming Medicare Incentive-Based Payment System (MIPS), which provides value-based payments for Medicare providers based on quality measurement, resource use, clinical improvement activities, and the meaningful use of EHRs. Previously he was the Deputy Director of the Health IT Initiatives Group in CMS’s Office of eHealth Standards and Services (OESS), where he oversaw policy and operations for the Medicare and Medicaid EHR Incentive Programs and coordinated eHealth and health IT initiatives related to 5010 and ICD-10 implementation, operating standards, administrative simplification, interoperability, and more.




    Blackford Middleton, MD, MPH, MSc, Vanderbilt University Medical Center, Nashville, TN

    Chair, AMIA Board of Directors, 2014 - 2015

    Dr. Middleton is Assistant Vice Chancellor for Health Affairs, Professor of Biomedical Informatics, and Professor of Medicine (with tenure) at Vanderbilt University. He is also adjunct faculty at the Technische Universität München, Graduate School of Information Science in Health, Munich, Germany, and at the Clinical Excellence Research Center at Stanford University.  In his role at Vanderbilt, he provides oversight and guidance for the informatics and information technology infrastructure to support the Vanderbilt University Health System, related education, and research activities, and conducts clinical informatics research. Prior to joining Vanderbilt, he was Corporate Director of Clinical Informatics Research & Development (CIRD) at Partners Healthcare System, Boston, and Assistant Professor of Medicine at Brigham and Women’s Hospital, Harvard Medical School, and a Lecturer in Health Policy and Management at the Harvard School of Public Health. Dr. Middleton is a Fellow of the American College of Physicians, the American College of Medical Informatics, and of HIMSS. 

    Thomas H. Payne, MD, University of Washington, Seattle, WA

    Chair, Policy Invitational Steering Committee

    Dr. Payne is a UW associate professor of medicine and attending physician in the General Internal Medicine Center at UWMC-Roosevelt.  Dr. Payne earned his bachelor’s degree from Stanford University and his M.D. from the University of Washington. He served as an intern and resident in internal medicine at the University of Colorado.  For 30 years, he has been a general internist providing personalized primary care and hospital care.  He also serves as UW Medicine's medical director of information technology services and is interested in how information technology can better help support patients and health professionals.  He is board certified in internal medicine, and is a fellow of the American College of Physicians, the Royal College of Physicians (Edinburgh) and of the American College of Medical Informatics.  He is also board certified in Clinical Informatics. 

  • Panelists & Moderators

    Our Experts


    Gil Kuperman, MD, New York Presbyterian Hospital, New York, NY


    Moderator, Panel 1: Evolution of Clinical Documentation & Data Capture

    Dr. Kuperman is the Director for Interoperability Informatics at NewYork-Presbyterian Hospital and Adjunct Professor of Biomedical Informatics at Columbia University Medical School. His role at NewYork-Presbyterian is to help the hospital realize the benefits of interoperability internally, with its business partners and through participating in regional data interchange efforts. In 2011-2013, he served as the informatics lead on the Hospital’s $10 million NY State Department of Health-funded initiative to improve the care of diabetics with depression through workflow redesign, implementation of interoperable EHRs and data feedback. Currently, he is the informatics lead on the hospital’s $80 million Medicaid Delivery System Reform Incentive Payment (DSRIP) program. Dr. Kuperman was Board Chair of the American Medical Informatics Association (AMIA) for 2012-2013 and serves on the 2015 AMIA Policy Invitational Steering Committee.


    Helen Burstin, MD, MPH, National Quality Forum, Washington, DC

    Panel 1: Evolution of Clinical Documentation & Data Capture

    Dr. Burstin, s the Chief Scientific Officer of The National Quality Forum, a not-for-profit membership organization that works to catalyze healthcare improvement through quality measurement and reporting.  Prior to her appointment as Chief Scientific Officer, Dr. Burstin served as the Senior Vice President for Performance Measurement since joining NQF in 2007.  In her role, Dr. Burstin provides strategic guidance to all NQF work from the perspective of current and emerging measurement science.  Dr. Burstin is the author of more than 80 articles and book chapters on quality, safety and disparities. She is a Professorial Lecturer in the Department of Health Policy at George Washington University School of Public Health and a Clinical Associate Professor of Medicine at George Washington University where she serves as a preceptor in internal medicine.

    Sarah Corley, MD, NextGen Healthcare Systems, Washington, DC

    Panel 1: Evolution of Clinical Documentation & Data Capture

    Sarah Corley is the Chief Medical Officer for NextGen Healthcare Systems, an Electronic Health Record (EHR) vendor.  She also practices part time as a primary care Internist in the metropolitan Washington, DC area.  She is Vice Chair of the Electronic Health Record Coalition (EHRA).  She serves as a member of the AMIA EHR 2020 task force and on the HIT Standards Committee’s Implementation, Certification, and Testing workgroup.  She served a four-year term as Governor of the Virginia Chapter of the American College of Physicians (ACP) and a 6 year term on their National Medical Informatics Subcommittee.  She received post-graduate training in Medical Informatics at OHSU.  She has used electronic health records for the past 21 years and has spoken extensively on the subject.  Dr. Corley is part of the 2015 AMIA Policy Invitational Steering Committee.

    Lawrence Garber, MD, Reliant Medical Group, Worcester, MA

    Panel 1: Evolution of Clinical Documentation & Data Capture

    Dr. Garber is a practicing Internist and the Medical Director for Informatics at Reliant Medical Group (formerly known as Fallon Clinic), a 525-provider multispecialty group practice. He is a board-certified Clinical Informaticist and has had decades of experience and success in health information technology. Dr. Garber is acting-Chair of the Massachusetts eHealth Collaborative’s Executive Committee, a member of the Massachusetts State Health Information Technology Council, and has been a member of ONC Policy Committee’s Health Information Technology Interoperability Workgroup, Privacy & Security Tiger Team, and Jason Task Force. Dr. Garber also co-chaired the ONC S&I Framework Longitudinal Coordination of Care Workgroup which used an evidence-based approach to update the HL7 Consolidated CDA to better meet the needs of care transitions and care planning.

    Julia Adler-Milstein, PhD, University of Michigan, Ann Arbor, MI

    Moderator, Panel 2: Are EHRs Ready for Payment & Delivery Reform?

    Julia Adler-Milstein is an Assistant Professor at the School of Information with a joint appointment in the School of Public Health (Health Management and Policy). Her research focuses on policy and management issues related to the use of IT in healthcare delivery. Her expertise is in health information exchange and she has conducted five national surveys of health information organizations. She also studies the quality, productivity and efficiency of electronic health records. Julia graduated with a PhD in Health Policy from Harvard University. Prior to graduate school, she worked at the Center for IT Leadership at Partners Healthcare in Boston and in the Health and Life Sciences Division of Accenture. Julia is part of the 2015 AMIA Policy Invitational Steering Committee.

    Alicia Hennie, Health Policy Adviser, Senate Health, Education, Labor and Pensions Committee, U.S. Senator Lamar Alexander (R-Tenn.)

    Panel 2: Are EHRs Ready for Payment & Delivery Reform?

    Alicia Hennie is a health policy advisor for the U.S. Senate Health, Education, Labor, and Pensions committee with Senator Lamar Alexander of Tennessee.  Previously, she served as a senior policy advisor for the U.S. Senate Special Committee on Aging for Senator Bob Corker of Tennessee, and before that, Senator Mel Martinez of Florida.  For the HELP committee, Alicia works on aging, disability, Medicare, Medicaid, Health IT, and Quality.    

    Colin Goldfinch, Health Policy Adviser, Senate Health, Education, Labor and Pensions Committee, U.S. Senator Patty Murray (D-Wash.)

    Panel 2: Are EHRs Ready for Payment & Delivery Reform?

    Colin is a health policy advisor to Senator Patty Murray (D-WA) on the Senate HELP committee. He works on policy areas including health information technology, delivery system reform, mental health, and health care workforce training. Before coming to the committee, Colin spent a year as a David Winston Health Policy Fellow with the Senate Finance Committee where he worked on Medicare policy. Colin comes to Washington, DC from Seattle, where he worked at Group Health Cooperative as a public policy analyst. While in Seattle he also completed his Master of Public Health and Master of Health Administration at the University of Washington.

    Steven Bernstein, MD, MPH, University of Michigan Health System, Ann Arbor, MI

    Panel 2: Are EHRs Ready for Payment & Delivery Reform?

    Dr. Bernstein is associate dean for clinical affairs in the Medical School, a professor in the Department of Internal Medicine, Division of General Medicine, and a research scientist in the Department of Health Management and Policy in the School of Public Health. He also is an attending physician in the Department of Medicine at the Ann Arbor Veterans Affairs (VA) Healthcare System. For the past decade, he has focused efforts on improving the quality of care received by University of Michigan Health System (UMHS) patients as director of the Faculty Group Practice Quality Management Program. He also directs UMHS participation in the Physician Group Incentive Program sponsored by Blue Cross Blue Shield of Michigan; Quality Improvement activities related to the CMS Pioneer ACO project, and the MiChart (EPIC) Population Management Workgroup.

    Jamie Beth Solak, Arlington Healthcare Group

    Panel 2: Are EHRs Ready for Payment & Delivery Reform

    Jamie has worked as a senior leadership and strategic advisor, she has over 25 years of healthcare, financial services, and technology industry leadership experience. Jamie has collaborated with senior executives and management team leaders to drive sustained growth and performance success with commercial and publicly funded healthcare insurers, managed care organizations (employer-based, Medicare, Medicaid, TRICARE, Veterans Health & Benefits), and integrated delivery systems. Some of her key areas of expertise include: Healthcare business; Product and service strategy; B2x marketing and revenue development; Revenue cycle management; Business strategy and financial operations and
    Information technology.

    David McCallie, MD, Cerner Corp., Kansas City, MO

    Moderator, Panel 3: Advancing Research and Innovation through EHRs

    David McCallie, Jr., M.D., senior vice president, Medical Informatics, is director of the Cerner Medical Informatics Institute. He is responsible for a research and development team focused on developing innovations at the intersection of computer science and clinical medicine. Prior to joining Cerner, McCallie was director of research computing at Children’s Hospital in Boston, Mass., and an instructor in neurology at Children’s Hospital and Harvard Medical School. His research background includes using computers to create three-dimensional models of seizure-induced brain electrical activity. McCallie earned a bachelor’s degree in electrical engineering and computer science at Duke University. He earned his medical degree at Harvard Medical School. Dr. McCallie is part of the 2015 AMIA Policy Invitational Steering Committee.

    Peggy Peissig, PhD, Marshfield Clinic Research Foundation, Marshfield, WI

    Panel 3: Advancing Research and Innovation through EHRs

    Dr. Peissig is the Director of the Biomedical Informatics Research Center (BIRC) at Marshfield Clinic Research Foundation (MCRF). Dr. Peissig is a nationally recognized expert in electronic health record (EHR) phenotyping.  Peissig specializes in the application of machine learning methods for detecting adverse drug events and EHR phenotyping; implementing pharmacogenomics alerts into clinical practice; and evaluating brand-name and generic medication utilization and patient outcomes.  She has published over 45 original peer-reviewed publications and retains solid research grant funding from the National Institute of Health and the FDA.  

    Ricky Bloomfield, MD, Duke Medicine, Durham, NC

    Panel 3: Advancing Research and Innovation through EHRs

    Dr. Bloomfield joined Duke in 2013 to oversee mobile technology initiatives within the healthcare system. In addition to rolling out mobile applications associated with the Epic EHR, he is collaborating with multiple entities both inside and outside Duke to establish an open technology platform for mobile health innovation. During his residency, Dr. Bloomfield founded a successful software company creating health and social networking apps for iOS devices that has enjoyed over 15 million downloads to date. Dr. Bloomfield led the integration of HealthKit at Duke in August 2014 and is helping facilitate its use among interested faculty for both clinical and research purposes. He also led Duke to become the first health system with the Epic EHR to incorporate the SMART on FHIR platform, enabling a new generation of plug and play medical apps.

    Joshua Mandel, MD, Children's Hospital Boston, Boston, MA

    Panel 3: Advancing Research and Innovation through EHRs

    Josh Mandel is a physician and software developer working to fuel an ecosystem of health apps with access to clinical data. After earning an S.B. in computer science and electrical engineering from the Massachusetts Institute of Technology and an M.D. from the Tufts University School of Medicine, he joined the faculty of the Boston Children's Hospital Informatics Program and Harvard Medical School, where he serves as lead architect for SMART Platforms (http://smartplatforms.org). Josh also serves as the community lead for the national Blue Button REST API. He has a special interest in tools and interfaces that support software developers who are new to the health domain.

  • Panel 1: The Evolution of Clinical Documentation & Data Capture

    Kuperman, G. (2015) "Handout: Summary of AMIA Policy Conference 2011." 2015 AMIA Policy Invitational, Reproduced with author permission


    Garber, L. (2015) "The Future of Documentation: A Practicing Internist’s Perspective." 2015 AMIA Policy Invitational, Reproduced with author permission


    Cusack, C., Hripcsak, G., et al. (2012) “The future state of clinical data capture and documentation: a report from AMIA’s 2011 Policy Meeting.” Journal of the American Medical Informatics Association


    Kuhn, T., Basch, P., et al. (2015) “Clinical Documentation in the 21st Century: Executive Summary of a Policy Position Paper From the American College of Physicians.” Annals of Internal Medicine


    Westra, B., Latimer G., et al. (2015) “A national action plan for sharable and comparable nursing data to support practice and translational research for transforming health care.” Journal of the American Medical Informatics Association


    Glaser, J., (2015) “From the Electronic Health Record to the Electronic Health Plan.” Hospitals & Health Networks

    Panel 2: Are EHRs Ready for Payment & Delivery Reform?

    Buntin, M. B., et al. (2010). "Health Information Technology: Laying The Infrastructure For National Health Reform." Health Affairs 29(6): 1214-1219.


    Sheikh, A., et al. (2015). "Leveraging health information technology to achieve the “triple aim” of healthcare reform."  Journal of the American Medical Informatics Association. 22(4): 849-856.



    O’Malley, A. S., et al. (2015). "Electronic health records and support for primary care teamwork." Journal of the American Medical Informatics Association.


    Richardson, J. E., et al. (2015). "A needs assessment of health information technology for improving care coordination in three leading patient-centered medical homes." Journal of the American Medical Informatics Association.



    Raths, D., ACOs Continue to Struggle with Data Integration, Survey Finds, Healthcare Informatics, September 8, 2015

    Panel 3: Advancing Research & Innovation through EHRs

    Mandl K., Kohane, I. (2009) “No Small Change for the Health Information Economy,” New England Journal of Medicine


    Alterovitz, G., Warner, J., Zhang P., et al. (2015) “SMART on FHIR Genomics: Facilitating standardized clinic-genomic apps,” Journal of American Medical Informatics


    Mandl K., Mandel J., Kohane I. (2015) “Driving Innovation in Health Systems through an Apps-Based Information Economy,” Cell Systems

  • Connect With Us

    Use the hashtag #API2015 to capture the conversations!





  • Acknowledgements

    Special Thanks

    2015 AMIA Policy Invitational Steering Committee

    Julia Adler-Milstein, University of Michigan
    William Tierney, Regenstrief
    Sarah Corley, NextGen Healthcare
    Theresa Cullen, Veterans Health Administration
    Andrew Gettinger, Office of the National Coordinator for Health IT
    Linda Harrington, Texas Christian University
    Gil Kuperman, New York Presbyterian Hospital
    Ellen Makar, Agency for Healthcare Research & Quality
    David McCallie, Cerner Corporation
    Paul Tang, Palo Alto Medical Foundation
    Charlotte Weaver
    Charlene Weir, University of Utah
    Michael Zaroukian, Sparrow Health System

    AMIA Student Members

    Carly Daley, Parkview Research Center

    Yumi Diangi, Stanford Children's Hospital

    Fabricio Kury, National Institutes of Health

    Brittany Partridge, University of Texas
    Michael Steigman, Massachusetts General Hospital


    Special thanks to Laura Wiley, Vanderbilt University, for organizing such vital components of #API2015

    2015 AMIA Policy Invitational Facilitators

    Stacey Adam, PhD, Manager

    Catherine Carle, Consultant

    Roshni Ghosh, MD, Senior Manager

    Jessica Nadler, PhD, Senior Manager

    Greg Rehwoldt, PhD, Specialist Master


    Special thanks to Jessica Nadler and Deloitte Consulting | Strategy for organizing and providing the talented facilitators of #API2015


    Without your generous contribution over two days in Washington, DC this meeting would not be possible.  Thank you for your time, your insights and your dedication to the arena of health informatics and public policy.


    Funding for this conference was made possible by grant 1R13 HS22520-01A1 from the Agency for Healthcare Research and Quality (AHRQ). The views expressed in written conference materials or publications and by speakers and moderators do not necessarily reflect the official policies of the Department of Health and Human Services; nor does mention of trade names, commercial practices, or organizations imply endorsement by the U.S. Government.