Agenda
Explore the full schedule of sessions, workshops, and networking opportunities at The HEDIS® & Quality Improvement Summit.
Tuesday - September 30, 2025
12:00 PM
12:00 PM – 4:00 PM
Half Day Workshop
Details TBD
Registration for this workshop includes a refreshment break.
Monday - November 03, 2025
8:00 AM
8:00 AM – 5:30 PM
Information Desk Open
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
9:00 AM
9:00 AM – 12:30 PM
Workshop A: Driving HEDIS Excellence: Operational Strategies for the ECDS Era
- Build Your ECDS Digital Reporting Roadmap: Create a strategic implementation plan that integrates emerging technologies and addresses evolving policy requirements
- Strengthen HEDIS Data Governance and Quality: Deploy robust HEDIS data governance and quality assurance protocols to optimize ECDS reporting, and to ensure data integrity from source to submission
- Optimize Annual HEDIS Project Governance: Enhance HEDIS project governance to improve your annual HEDIS initiatives
- Implement Effective Hybrid Method Loss Adjustment Strategies: Explore strategies including provider attestations, NLP, and chart key word searching to capture missing ECDS numerator and exclusion data
- Harness Supplemental Data Opportunities: Capitalize on the surge in digital data sources while implementing robust process management strategies to maximize measure performance outcomes
- Fortify HEDIS Audit Preparedness: Develop a proactive HEDIS audit management strategy to ensure compliance and mitigate risks
- Cultivate an Interdisciplinary HEDIS Approach: Foster collaboration across health plan departments and your network for improved ECDS outcomes
Speaker
Joia Merriweather
HEDIS/Stars Program Manager at Texas Independence Health Plan
Speaker
Katharine Iskrant
Practice Leader at Healthy People
Speaker
Mary Goble
Director Clinical Quality and Performance Improvement at Capital Health Plan
Speaker
Rhonda Farrar
Clinical HEDIS Supervisor at Healthy People, Inc.
12:30 PM
12:30 PM – 1:30 PM
Networking Lunch
1:30 PM
1:30 PM – 5:00 PM
Workshop B: Quality Data Evolution: Best Practices in a Time of Change
- Interpret MA Star Ratings HEDIS trends and cut point fluctuations to ensure MY2025 & 2026 performance success
- Manage the explosion of clinical data during the digital quality measurement transformation
- Explore opportunities for using HEDIS data creatively to optimize CAHPS in the changing regulatory environment
Speaker
Alan Koo
CITO at Ingenia
Speaker
Liz Carr
VP of Product Delivery & Customer Experience at Ingenia
Speaker
Melissa Smith
Founder, Senior Advisor at Newton Smith Group
Speaker
Rodolfo G. Velasco
Chief Revenue Officer at Ingenia
5:00 PM
5:00 PM – 6:00 PM
Networking Cocktail Reception
(All Conference Attendees Invited)
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
Tuesday - November 04, 2025
8:00 AM
8:00 AM – 6:00 PM
Exhibit Hall Open
8:00 AM
8:00 AM – 4:00 PM
Information Desk Open
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
9:00 AM
9:00 AM – 9:10 AM
Welcome Remarks
9:10 AM
9:10 AM – 10:00 AM
Fireside Chat: Where Do We Go from Here? The Transition to Digital Quality Measurement
Details coming soon.
Speaker
Melissa Smith
Founder, Senior Advisor at Newton Smith Group
Speaker
Tricia Elliot
Vice President, Quality Implementation at NCQA
Speaker
Vik Wadhwani
Chief Product & Transformation Officer at NCQA
10:00 AM
10:00 AM – 10:50 AM
HEDIS's Next Frontier: The Latest Changes and the Evolution of Digital Quality Metrics
- Review the latest confirmed HEDIS measure changes and their implications for providers, payers, and patients as well as how to prepare—and where to invest—to meet the changes on the horizon
- Gain insights into the future of HEDIS and how the metrics and discuss how measures may need to adapt to meet the demands health care
- Explore how advancements in health IT, data analytics, AI, and telehealth are shaping the future of HEDIS quality measurement and reporting
Speaker
Amy L. Reilly
Director, Health Plan Quality – HEDIS, Health Plan Clinical Quality at Highmark Western and Northeastern New York
Speaker
Vandna Bhrany
Principal at 8BAdvisors
10:50 AM
10:50 AM – 11:10 AM
Networking Break
11:10 AM
11:10 AM – 12:00 PM
Duct Tape, a Toothpick, and a Half-Million Members: MacGyvering Gap Closure on a Shoestring Budget
- Think outside the box and learn practical strategies to achieve quality improvement goals creatively and cost-effectively
- Hear from organizations that have effectively closed quality measure gaps using minimal resources
- Identify strategies for leveraging existing resources creatively to address quality measure gaps without significant financial investment
Speaker
Caroline Robertson
Director of Quality: Value-Based Care at LSU School of Medicine/LSU Healthcare Network
Speaker
Dr. Shannon I. Decker
Founder and CEO at VBC One
Speaker
Katie Martin
VP, Quality Management at Parkland Community Health Plan
Speaker
Leslie Rodriguez
PharmD, Consultant at BCBSAZ Health Choice
12:00 PM
12:00 PM – 12:15 PM
Tools & Tech Spotlight
Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.
12:15 PM
12:15 PM – 1:15 PM
Networking Lunch
1:15 PM
1:15 PM – 2:05 PM
Track A
Advocacy Unlocked: Shaping the Future of Healthcare Quality Improvement
- Gain insights into the quality advocacy landscape, including current trends, challenges, and opportunities that affect quality improvement initiatives at both state and national levels
- Explore how to collaborate with stakeholders to amplify advocacy efforts
- Become empowered with actionable insights to take an effective, active role in advocating for quality improvement in your own organization
Speaker
Andrew Schwab
Founder & CEO at Platform Government Strategies
Speaker
Ryann Hill
Founder & CEO at Indigo Hill Strategies
1:15 PM – 2:05 PM
Track B
Case Study: HEDIS/IS in Partnership
- Learn how CareOregon brought IS into the HEDIS/Stars process
- Explore lessons learned and best practices from CareOregon’s Clinical Data Integration strategy and practices
- Review areas of improvement and future opportunities
Speaker
Alice Johnson
Senior Vice President, Medicare at CareOregon
Speaker
Dave Smith
Director, IS Analytic Capabilities at CareOregon
2:05 PM
2:05 PM – 2:10 PM
Transition Break
2:10 PM
2:10 PM – 3:00 PM
Track B
From Insight to Impact: Leveraging Data to Drive Continual Quality Improvement
- Explore how data can be transformed into meaningful action through a structured approach to performance improvement
- Uncover insights and learn how teams analyzed data to identify opportunities and inform strategic decisions
- Recognize how to drive change and see how insights are translated into targeted interventions and initiatives
- Measure impact and discover practical methods for tracking outcomes and refining approaches to maximize effectiveness
Speaker
Andrea Brambilla
Director, Quality & Process Improvement at Meridian Health Plan
Speaker
Jordan Fry
Business Analyst IV, Quality & Process Improvement at Meridian Health Plan
2:10 PM – 3:00 PM
Track A
The Digital Imperative: Embracing ECDS and the Future Digital Quality Measures
- Discover the key components of a strategic roadmap that integrates interoperable technology while addressing evolving policy developments
- Explore the full spectrum of key ECDS reporting solutions, including digital data feeds, value-based care contracting arrangements, NLP, provider portals, and targeted case management solutions
- Prepare for the New ECDS Measures and discuss measure success strategies
- Learn how MY 2026's removal of ECDS numerator and exclusion data source categories (SSoRs) will impact your plan's ECDS reporting strategy and operations
Speaker
Joia Merriweather
HEDIS/Stars Program Manager at Texas Independence Health Plan
Speaker
Katharine Iskrant
Practice Leader at Healthy People
Speaker
Mary Goble
Director Clinical Quality and Performance Improvement at Capital Health Plan
Speaker
Rhonda Farrar
Clinical HEDIS Supervisor at Healthy People, Inc.
3:00 PM
3:00 PM – 3:20 PM
Networking Break
3:20 PM
3:20 PM – 4:10 PM
Track B
Leveraging Case Management Registries for HEDIS Data
- Discuss innovative ways to leverage Case Management Registries
- Recognize how registries differ from, and are complimentary to, EMRs
- Identify strategies to optimize your case management data to improve HEDIS scores
Speaker
Kristy Houston
Sr. Healthcare Engagement and Outcomes Consultant at Capital Blue Cross
3:20 PM – 4:10 PM
Track A
Operationalizing Digital Quality: Building an Agile Framework for Iteration and Audit Readiness
- Move from compliance to continuous improvement through an iterative DQF process aligns with NCQA Digital Quality and reduces friction between IT, Quality, and Audit teams
- Use documentation as a force multiplier, leveraging standardized documentation to streamline audits, improve transparency, and create reusable artifacts for each measurement year
- Align stakeholders and governance, building cross-functional buy-in from Quality, IT, Compliance, and Clinical Ops for seamless rollout
- Implement continuous data quality monitoring, embedding AI-driven rules that track data drift and integrity over time, ensuring Digital Quality measures remain accurate and audit-ready
Speaker
Bert Rico
CEO at Domlytics
Speaker
Jason W. Foster
Founder and CEO at Seven Hundred Consulting
4:10 PM
4:10 PM – 4:15 PM
Transition Break
4:15 PM
4:15 PM – 5:00 PM
Roundtable Discussions (General Session Room)
Grab a glass of bubbly and participate in a facilitated roundtable discussion and deep dive with peers on timely topics.
AI Governance: Who, what, when, where, and Now
Tina Dueringer, BSN, RN, CCM, PCC, CEO, Principal Advisor, Dueringer Advisors
Double Duty or Divide & Conquer? The HEDIS + Risk Chart Review Debate
Dr. Shannon I. Decker, PhD., MBA, MBA, M.Ed., M.Ed., Founder and CEO, VBC One
Working your Small Plan Magic
Katie Martin, VP, Quality Management
Parkland Community Health Plan
Must-have Roles and Skills in a New Age of HEDIS®
Melissa Smith, Founder, Senior Advisor, Newton Smith Group
Oversample strategy, planning, and predictions
Rhonda Farrar, Clinical HEDIS Supervisor, Healthy People, Inc.
ECDS in a VBC World: Strategies for incentivizing providers
Dwight Pattison, Founder & Principal Consultant
QPAdvantage
Strategies to Improve Rural Provider and Patient/Member Engagement
Ryan Dodson, Chief Operating Officer/Co-Founder, New Vision Healthcare Solutions
Managing HEDIS Across Multiple Lines of Business
Caroline Robertson, Director of Quality: Value-Based Care, LSU School of Medicine/LSU Healthcare Network
5:00 PM
5:00 PM – 6:00 PM
Networking Cocktail Reception
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
Wednesday - November 05, 2025
7:00 AM
7:00 AM – 11:30 AM
Exhibit Hall Open
7:00 AM
7:00 AM – 11:00 AM
Information Desk Open
7:00 AM
7:00 AM – 8:00 AM
Networking Breakfast
8:00 AM
8:00 AM – 8:10 AM
Welcome Remarks
8:10 AM
8:10 AM – 9:00 AM
New Session Coming Soon
9:00 AM
9:00 AM – 9:50 AM
The Business Case for Quality Improvement
- Explore strategies for measuring and demonstrating the ROI of quality initiatives
- Discuss best practices for engaging stakeholders and securing buy-in for quality improvement efforts and consider innovative approaches to overcoming common barriers
- Take back actionable insights and practical tools to advocate for quality improvement programs that can enhance patient care, improve operational efficiency, or boost your organization’s bottom line
Speaker
John Criswell
Founder, CEO & Chair at Porter
Speaker
Melissa Smith
Founder, Senior Advisor at Newton Smith Group
Speaker
Nick D'Ambra
Vice President of Quality at InnovaCare
9:50 AM
9:50 AM – 10:20 AM
Networking Break
10:20 AM
10:20 AM – 11:10 AM
ECD$: Transforming Costly Implementation into a Financial Win
- Discover how to transform the implementation of ECDS from a money drain into a powerful revenue-generating asset, maximizing the ROI of ECDS transition efforts
- Explore how to unlock the financial potential of ECDS while enhancing patient care and operational efficiency
- Learn practical approaches to optimize ECDS functionality that can lead to cost savings and revenue generation
Speaker
Dwight Pattison
Founder & Principal Consultant at QPAdvantage
11:10 AM
11:10 AM – 11:15 AM
Transition Break
11:20 AM
11:20 AM – 12:00 PM
Work Groups: HEDIS, Measure-by-Measure (Round 1)
This interactive session is designed to facilitate constructive dialogue regarding specific HEDIS measures. Participants will engage in deep, collaborative discussions to identify barriers, share strategies, lessons learned, and best practices, and explore innovative solutions to improve performance on these measures.
Round 1 Measures:
- Readmissions - Facilitator: Stephen P. Winn, CPHQ, Managing Director, Government Programs, Permanente Medicine
- Med Adherence – Facilitator: Leslie Rodriguez, PharmD, Consultant, BCBSAZ Health Choice
- CBP - Facilitator: Adam Simmen, SVP - Growth & Sales - Health Plans, Everlywell
- Transitions of care - Facilitator: Tina Dueringer, BSN, RN, CCM, PCC, CEO, Principal Advisor, Dueringer Advisors
- Depression screening and follow up - Facilitator: Katharine Iskrant, Practice Leader, Healthy People
- Colorectal Cancer – Facilitator: Dwight Pattison, Founder & Principal Consultant, QPAdvantage
- KED - Facilitator to be announced
- Osteoporosis/OMW - Facilitator to be announced
12:00 PM
12:00 PM – 12:10 PM
Transition Break/Lunch (provided)
Grab your lunch and join your colleagues for a second Work Group of your choosing
12:10 PM
12:10 PM – 12:50 PM
Work Groups: HEDIS, Measure-by-Measure (Round 2)
Round 2 Measures:
- Colorectal Cancer - Facilitator: Amy L. Reilly MS,OTR/L, CCM, CPC, Director, Health Plan Quality – HEDIS, Health Plan Clinical Quality, Highmark Western and Northeastern New York
- Diabetes – Facilitator: Katie Gries, Manager, Quality Management, Blue Cross of Idaho
- Transitions of Care – Facilitator: Timika Bryant, LPN, CRC, Manager, HEDIS Performance Measurement, Community Health Plan of Washington
- Retinal screening - Facilitator: Rhonda Farrar, Clinical HEDIS Supervisor, Healthy People, Inc.
- Readmissions - Facilitator: Dwight Pattison, Founder & Principal Consultant, QPAdvantage
- CBP - Facilitator: Gerardo Hernandez Diaz, Senior Director, Quality Improvement, Permanente Medicine
- Pharmacy measures – Facilitator: Kalee Raymond, CPhT, Consultant, BCBSAZ Health Choice
12:50 PM
12:50 PM – 1:00 PM
Closing Remarks
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