Virtual Summit

Patient Safety Evaluation System — 2024 Virtual Summit

May 21, 2024 | 8:00AM - 12:00PM PT
May 22, 2024 | 8:00AM - 12:00PM PT

Discover how to leverage your Patient Safety Evaluation System (PSES) to transform health care into a learning structure. This innovative summit will teach you how to break barriers and solve what keeps us up at night. It will provide information to help you communicate better (internally and with patients) and strengthen patient care delivery. Presenters will address how to improve patient care design, and discuss innovative programs that reduce costs, accelerate efficiency, and enhance reliability.  

Held over two half-days, the PSES 2024 Virtual Summit will include national safe-table discussions, topic-focused breakout sessions, and amazing keynote presenters – all centered around health care innovation and patient safety evaluation systems.

This educational activity is jointly provided by AXIS Medical Education and California Hospital Association

Tuesday, May 21, 2024
Wednesday, May 22, 2024

8 a.m. – 12 p.m., PST 
10 a.m. – 2 p.m., CST 
11 a.m. – 3 p.m., EST 

Brought to you by:

Target Audience:
Physicians, nurses, CNO, CRO, CMO, compliance officers, risk management, clinical operations staff, quality & patient safety staff

All times are PT

8:00 – 8:15 a.m. | Welcome
Peggy Binzer, Esq. Executive Director, Alliance for Quality Improvement and Patient Safety

8:15 – 9:30 a.m. | Keynote Session | Embracing Complexity: Leveraging the Patient Safety Act for High Reliability in Health Care
Lee Erickson, M.D., LSSMBB, Founder, Adaptient, LLC
The Patient Safety and Quality Improvement Act (PSQIA) of 2005 marked a crucial milestone in our journey towards high reliability. But what comes next? It’s time to recognize healthcare as a dynamic, complex system and navigate it with agility. By fusing integrated management with the promise of PSQIA, healthcare organizations can transform into adaptive, resilient structures, fostering a culture that champions patient safety and transparency. This approach holds the key to reaching our ultimate goal of unwavering high reliability.

 9:30 – 10:30 a.m. | Concurrent Breakout Sessions (Choose one)

  1. Removing Workforce Barriers: Pharmacy and Well-Being Reporting
    Tara Modisett, Executive Director, Alliance for Patient Medication Safety, and Brigid Groves, PharmD, MS, Vice President, Pharmacy Practice, American Pharmacists Association
    To address confidentiality concerns, the American Pharmacist Association and the National Alliance of State Pharmacy Associations contracted with the Alliance for Patient Medication Safety PSO to develop a confidential reporting platform to report positive and negative experiences and situations. Join us in this session to learn more about the PWWR platform and hear the collective, powerful stories and learnings gathered.
  2. PSO Analysis on Equity and Social Determinants of Health | Safe Table
    Christine Polcryfky, RN, BSN, JD, Patient Safety Organization Program Manager, Cleveland Clinic
    This presentation will discuss how PSOs can drive equitable changes, and ways the Cleveland Clinic is trying to lead that effort. 

10:30 – 10:45 a.m. | Break

10:45 a.m. – 12 noon | Using Predictive Models for Post-Acute Care | Safe Table
Elissa Charbonneau, D.O., M.S., Chief Medical Officer, Encompass Health Corp
Predictive analytics can improve the quality of patient care. This session will share experiences with Artificial Intelligence and predictive analytics, and explore how Encompass Health has worked with Cerner Oracle to design models to: reduce patient falls; prevent acute care transfers; and reduce readmission risk after discharge.

All times are PT

8:00 – 8:15 a.m. | Welcome
Robert Imhoff, President, HQI

 8:15 – 9:15 a.m. | Concurrent Breakout Sessions (Choose one)

  1. Designing a PSES for an Adaptive, Resilient, Reliable System
    Kim Volpe, BSMT, CLSSMB, Chief Safety Officer, Adaptient. LLC
    Is your current safety event management software effectively meeting your requirements, or do you find yourself having to adapt due to its limitations? Join Ms. Volpe and discover how to transform pre-packaged software into a user-friendly, adaptable tool that enhances reporting, provides actionable data, and fosters innovative solutions.
  2. Creating PSES Programs: PSQIA Protected Patient Disclosure and Resolution
    Peggy Binzer, JD., Executive Director, Alliance for Quality Improvement & Patient Safety, and Sharon Hickman, MBS, CPHQ, CPPS, MCPC, LSSMBB, ChangeZen Consulting, LLC
    Learn how to create strong and effective real-world quality and clinical improvement program in your Patient Safety Evaluation System (PSES). Along with improving the general understanding of the PSES, participants will learn how to protect a patient disclosure program. Participants will design a program to identify and correct misplaced films in medical records that are fully protected under the Patient Safety Act along with creating a program to meet mandatory HIPAA requirements outside of the PSES. This session will focus on how to create high-quality, high reliable and patient centered care PSES programs to enhance the learning system.

9:15 – 10:15 a.m. | Concurrent Breakout Sessions (Choose one)

  1. Patient Safety Act Case Law Update
    Beth Anne Jackson, Esq., Principal Health Care; Post & Schell
    This session will review important cases that were either published or resolved during 2023-2024. Throughout this hour, participants will learn about central holdings in certain cases, the effect of the holding on the PSQIA privilege, and the meaning of the case as it pertains to conducting patient safety activities.
  2. Optimizing the Learning System Leveraging High-Reliability Principles
    L. Dale Harvey, RN, M.S., CPHQ, CLSSGB, CCMP, Senior Consultant, Strategic Consulting, and Melissa Campbell, MBA, CPPS, Senior Director, Delivery – Safety & Reliability, Press Ganey
    Building a strong learning system is critical to becoming a high-reliability organization. In this session, Press Ganey safety and reliability experts will speak to important components of an optimized learning system, including work prioritization, strong action plans, and closed-loop feedback

10:15 – 10:30 a.m. | Break

10:30 – 11:45 a.m. | Capture Your CEO’s Attention with a Patient Safety Event Report Dashboard | Safe Table
Scott Masten, PhD, Vice President, Measurement Science & Performance Analytics, and Vivian Eusebio, RN, PHN, MBA, Patient Safety Clinical Advisor, Hospital Quality Institute, Hospital Quality Institute
Participants will gain invaluable insights into leveraging patient safety event report data dashboards to captivate CEO attention. Learn effective strategies to bolster their capacity in prioritizing and mitigating patient safety issues within healthcare facilities. This session will equip attendees with practical skills and techniques to drive impactful change and enhance patient safety outcomes.  

11:45 a.m. – 12 noon | Closing Comments
Robert Imhoff, President, HQI

At the conclusion of this activity, participants should be better able to:

  • Identify how integrated management combined with the PSQIA can transform healthcare organizations into adaptive, resilient, highly reliable structures.
  • Explain how aggregated PWWR reports influence and educate pharmacy leaders on meaningful and actionable changes.
  • Articulate ways that bias presents in safety work.
  • Explain how patient data can be used to design predictive algorithms.
  • Develop a PSES program to ensure that the correct scans/films are placed in the patient’s medical record.
  • Discuss the central holdings in a case and the effect of the holding on the Patient Safety Quality Improvement Act (PSQIA).
  • Evaluate your learning/improvement system and select one strategy you can implement to improve it.
  • Use patient safety event report data dashboards to captivate CEO attention and bolster your capacity in prioritizing and mitigating patient safety issues within your facility.

Peggy Binzer, Esq. 
Executive Director 
Alliance for Quality Improvement and Patient Safety (AQIPS) 
Peggy Binzer serves as the Executive Director of the Alliance for Quality Improvement and Patient Safety (AQIPS), the nation’s leading professional association for PSOs and their healthcare provider members. AQIPS fosters their members’ ability to improve the quality of healthcare delivery through the use of the Patient Safety Act protections.  She has been assisting PSOs and providers to improve the quality of patient care and implement the Patient Safety Act’s protections.

Melissa Campbell, MBA, CPPS 
Senior Director, Delivery – Safety & Reliability 
Press Ganey 
As aSenior Director of Delivery for Safety & Reliability at Press Ganey, Ms. Campbell has more than 15 years of experience working within the healthcare industry to implement strategies to drive cultural transformation, leadership development, and quality and safety improvement. Her work is focused on creating integrated solutions to enhance and support long-term improvements.​ Prior to working for Press Ganey, Melissa provided leadership to healthcare organizations and previously served as the Director of Quality and Safety Improvement for Riverside Health System. Her responsibilities included quality improvement, safety, outcomes and cultural transformation for the system’s acute, ambulatory and long-term care divisions.

Elissa (Lisa) Charbonneau, D.O., M.S.
Chief Medical Officer
Encompass Health
As chief medical officer for Encompass Health, Dr. Charbonneau oversees medical operations, quality and patient care for the Company’s 160+ hospitals across the country, which have a combined annual discharge of more than 230,000 patients. Dr. Charbonneau has presented on timely topics including clinical leadership, post-acute care, patient-centered data models, opioid reduction and post-COVID care. In 2020, 2021 and 2022, she was recognized as one of Modern Healthcare’s 50 Most Influential Clinical Executives.

Lee Erickson, MD LSSMBB
Adaptient, LLC
Dr. Erickson has over 25 years of experience working to improve the delivery of patient care. Prior to creating Adaptient, LLC, she served in executive roles at Tufts Medicine, Memorial Sloan Kettering Cancer Center, and the University of Pennsylvania Health System. She is a Lean Sigma Six Master Black Belt and has extensive expertise in quality and patient safety, process improvement methodologies, and health care transformation. She works with organizations to optimize the delivery of patient care and transform their management systems into adaptive systems that can meet the complexity of 21st-century medical care. 

Vivian Eusebio, RN, PHN, MBA 
Patient Safety Clinical Advisor 
Hospital Quality Institute
As a Registered Nurse with over 20 years of diverse clinical experience and formal training in Nursing Informatics from the University of California, San Francisco, Vivian brings a unique blend of clinical expertise and data-driven insights to health care. With a focus on patient safety, she leverages skills in data quality, data mining, and data analytics to drive improvements in patient care outcomes. Vivian’s passion lies in fostering a culture of safety, utilizing evidence-based practices to reduce harm and enhance the overall quality of care.

Brigid K. Groves, PharmD, MS
Vice President, Professional Affairs
American Pharmacists Association (APhA)
As the Vice President of Professional Affairs for APhA, Brigid Groves leads, coordinates, and contributes to efforts and initiatives related to transforming the role of the pharmacist, advancing pharmacists’ patient care services, and supporting coverage for pharmacists’ provided services. She promotes the pharmacist’s role as a health care provider while protecting the well-being of pharmacists and pharmacy personnel in the workplace.

Dale Harvey, RN, MS, CPHQ, CLSSGB, CCMP 
Senior Consultant, Strategic Consulting 
Press Ganey
Ms. Harvey brings more than two decades of safety, reliability, and performance improvement experience in the healthcare industry. She is an expert in high-reliability leadership, event investigation and analysis, management of human behavior in complex systems, just culture, as well as project management and change management. In addition to quality, safety, and performance improvement leadership in complex health systems, she also has leadership experience in risk management and regulatory compliance.  Dale has academic teaching experience as adjunct faculty, is a published author, and is an experienced consultant.

Sharon Hickman, MBA, CPHQ, CPPS, LSSMBB, MCPC 
Co-founder and Chief Operating Officer
ChangeZen Consulting, LLC

Ms. Hickman is a transformative, innovative and results-driven health care executive with a demonstrated track record of achievement in strategic development, performance/operational improvement, customer experience, quality, safety, change management, improvement science, training and development, clinical transformation, and implementation. Her experience spreads across all aspects of care including clinical and nonclinical areas, as well as various healthcare settings. She is passionate about helping organizations provide highly reliable, cost-effective, safe care through continuously improving systems and processes, developing leaders, and creating a safe and just culture.

Robert Imhoff 
Hospital Quality Institute (HQI) 
Robert Imhoff, President of the Hospital Quality Institute, has held positions of responsibility within the health care, non-profit and higher education fields. These positions include: President and CEO of the Maryland Patient Safety Center, Vice President of Development and External Relations for Mt. Washington Pediatric Hospital and Director of Corporate and Foundation Relations for Coppin State University. Mr. Imhoff currently serves on the executive committee of the California Maternal Quality Care Collaborative, the Board of Cal Hospital Compare and Alliance for Quality Improvement and Patient Safety (AQIPS). 

Beth Ann Jackson, Esq. 
Principal Health Care 
Post & Schell
Beth Anne Jackson is a Principal in the firm’s Health Care Practice Group and has focused her career on advising providers on the transactional, compliance, and operational aspects of health care law. She counsels health care providers on the development and implementation of contracts, transactions, policies, and procedures to comply with and preserve available privilege protections under federal and state health care regulations. This encompasses the PSQIA, peer review/HCQIA, HIPAA, the Stark Law, the Anti-Kickback Statute, EMTALA, and the corporate practice of medicine. Her clients include hospitals and their medical staffs, ambulatory surgery centers, physician groups, other outpatient providers, and patient safety organizations.

Scott Masten, PhD 
Vice President, Measurement Science & Performance Analytics 
Hospital Quality Institute (HQI)  
In his work for HQI, Dr. Masten focuses on improving health care data quality and reducing patient injury, including the development of both data intake and data analytics platforms. He does this by bringing over 20 years of applied research and data experience including teaching research methods and statistics courses at both the graduate and undergraduate levels. 

Tara Modisett, CAE
Executive Director
Alliance for Patient Medication Safety PSO
Tara Modisett serves as the Executive Director of the Alliance for Patient Medication Safety PSO. She has worked with patient safety and training pharmacy staff in medication safety for over 15 years and has presented many times on the topic at state and regional pharmacy conventions. Prior positions include Vice President for Quality Initiatives with APMS, and Director of Special Projects for the Virginia Pharmacists Association.

Christine Pokryfky, RN, BSN, JD 
Program Manager IV, Patient Safety Organization 
Cleveland Clinic 
Christine Pokryfky, RN, BSN, JD is a diverse leader with more than 13 years of experience in a wide array of healthcare settings. Upon graduating from Johns Hopkins University, she began her career as an active-duty Officer in the Army Nurse Corps. After leaving the military she worked as a RN Case Manager at the Cleveland Clinic for several years before attending law school at Case Western Reserve University. Christine is now the PSO Program Manager for the Cleveland Clinic Enterprise. 

Kimberly Volpe, BSMT, CLSSMB
Chief Safety Officer
Adaptient, LLC

Kimberly Volpe has served in leadership roles in patient safety, process improvement, and regulatory compliance in the healthcare, pharmaceutical, and manufacturing industries. She is Adaptient’s Chief Safety Officer. Kim has been a passionate change agent at leading institutions such as Penn Medicine, the Children’s Hospital of Philadelphia, the American Red Cross, and Tufts Medicine. A certified High-Reliability Educator and Lean/Six-Sigma Master Black Belt, Kim is dedicated to sharing her knowledge with others to transform health care into an industry with zero harm. 

Member Early Bird: $99*
Nonmember Early Bird: $1000*

*Early bird pricing expires on April 22, 2024.

Member: $125
Nonmember: $1100

For this summit, those who qualify for the $99 registration fee are current members of: HQI, CHPSO, AQIPS or a member of an AQIPS PSO member. 

For this summit, nonmembers who qualify for the $1000 rate are PSO’s who are not current members

Safe Table Confidentiality Agreement
The PSES Summit includes two National Safe Tables. To participate in the Safe Tables, you are required to agree to a confidentiality agreement that can be found here. You will be asked to agree prior to joining the Safe Table session.

Cancellation Policy
Cancellations must be made in writing seven or more days prior to the scheduled event and emailed to
Substitutions are encouraged. Cancellation and substitution notification may be emailed to In the unlikely event that the program is cancelled, refunds will be issued to paid registrants within 30 days.

Special Accommodations or Questions: If you require special accommodations pursuant to the Americans with Disabilities Act, or have other questions, please call (916) 552-7637.

In support of improving patient care, this activity has been planned and implemented by AXIS Medical Education and California Hospital Association.  AXIS Medical Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

This activity was planned by and for the healthcare team, and learners will receive a maximum of 6.75 Interprofessional Continuing Education (IPCE) credit for learning and change.

Credit Designation for Physicians
AXIS Medical Education designates this live activity for a maximum of 6.75 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Credit Designation for Nursing
AXIS Medical Education designates this continuing nursing education activity for a maximum of 6/75 contact hours.
Learners are advised that accredited status does not imply endorsement by the provider or ANCC of any commercial products displayed in conjunction with an activity.

California Board of Registered Nursing
AXIS is approved by the California Board of Registered Nursing, Provider Number 16702, for a maximum of 6.75 contact hours.

Quality Professionals
This activity is pending approval by the National Association for Healthcare Quality (NAHQ) to provide CPHQ CE credit.

Risk Management 
This program is pending approval for a total of 6.75 contact hours of continuing education credit toward fulfillment of the requirements of ASHRM designations of fellow (FASHRM) and distinguished fellow (DFASHRM) and towards certified professional in healthcare risk management (CPHRM) renewal.

Healthcare Executives
ACHE Qualified Education credit must be related to healthcare management (i.e., it cannot be clinical, inspirational, or specific to the sponsoring organization). It can be earned through educational programs conducted or sponsored by any organization qualified to provide education programming in healthcare management. Programs may be sponsored by ACHE, chapters, or other qualified sources, whether the programming is face-to-face or distance offerings (webinars, online seminars, self-study courses, etc.). You will receive a certificate of completion for 6.75 hours.

AXIS Contact Information
For information about the accreditation of this program please contact AXIS at

Disclosure of Conflicts of Interest
AXIS Medical Education requires faculty, instructors, authors, planners, directors, managers, reviewers, and other individuals who are in a position to control the content of this activity to disclose all real or apparent conflicts of interest they may have with ineligible companies. An ineligible entity is any organization whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients. All relevant conflicts of interest are identified and mitigated prior to initiation of the planning phase for an activity

AXIS has mitigated and disclosed to learners all relevant conflicts of interestdisclosed by staff, planners, faculty/authors, peer reviewers, or others in control of content for this activity. Disclosure of a relationship is not intended to suggest or condone bias in any presentation but is made to provide participants with information that might be of potential importance to their evaluation of a presentation or activity. Disclosure information for faculty, authors, course directors, planners, peer reviewers, and/or relevant staff is provided with this activity.

The faculty reported the following relevant financial relationships or relationships they have with ineligible companies of any amount during the past 24 months:

Name of Faculty/PresenterReported Financial Relationship
Lee Erickson, M.D., LSSMBBNothing to disclose
Tara ModisettNothing to disclose
Brigid Groves, PharmD, MSPending
Christine Pokryfky, RN, BSN, JDNothing to disclose
Lisa Charbonneau, DO, MSNothing to disclose
Kim Volpe, BSMT, CLSSMBNothing to disclose
Peggy Binzer, JDNothing to disclose
Sharon Hickman, MBS, CPHQ, CPPS, MCPC, LSSMBBNothing to disclose
Beth Ann Jackson EsqNothing to disclose
L. Dale Harvey, RN, M.S., CPHQ, CLSSGB, CCMPNothing to disclose
Melissa Campbell, MBA, CPPSNothing to disclose
Vivian Eusebio, RN, PHN, MBANothing to disclose
Scott Masten, PhDNothing to disclose

The following directors, planners, managers,  peer reviewers, and relevant staff reported no financial relationships they have with any ineligible company of any amount during the past 24 months:

Name of Directors, Planners, Managers and Reviewers
Robert Imhoff
Peggy Binzer, JD
Jessica Lightle
Jaime Welcher
Robin Campbell
Ronald Viggiani, MD
Holly M. Hampe, DSc., RN, MHA, MRM, CPHQ
Dee Morgillo, MEd., MT(ASCP), CHCP

Participants have an implied responsibility to use the newly acquired information to enhance patient outcomes and their own professional development. The information presented in this activity is not meant to serve as a guideline for patient management. Any procedures, medications, or other courses of diagnosis or treatment discussed in this activity should not be used by clinicians without evaluation of patient conditions and possible contraindications on dangers in use, review of any applicable manufacturer’s product information, and comparison with recommendations of other authorities.

Disclosure of Unlabeled Use
This educational activity may contain discussion of published and/or investigational uses of agents that are not indicated by the FDA. The planners of this activity do not recommend the use of any agent outside of the labeled indications. 

The opinions expressed in the educational activity are those of the faculty and do not necessarily represent the views of the planners.  Please refer to the official prescribing information for each product for discussion of approved indications, contraindications, and warnings.

Requirements for credit:  

  • Attend/participate in the educational activity and review all course materials. 
  • Complete the CE Attestation/Evaluation form online by 11:59 pm ET on June 22, 2024.  Instructions will be provided. If you do not complete the online evaluation by this date, you will not be able to get CME/CE credit for this event.
  • Upon successful completion of the online form, your statement of completion will be presented to you to print.