Day 2

8:00 am - 8:30 am Breakfast & Networking

img

Nicole Cable

Chief People & Experience Officer
Blue Zones Health

8:40 am - 9:10 am Keynote Case Study | After the Storm: Where AI is Delivering Real Value in PX

Jason Szczuka - Chief Digital Officer, Bon Secours Mercy Health

The AI storm has calmed, and the reality of implementation has set in. This in-depth case study showcases the real-world journey of AI implementation in PX, from initial excitement to the realities of day-to-day impact. Through a candid, data-driven narrative, learn how one organization navigated the challenges of adoption, measured true ROI and learned from both successes and setbacks.


  • The step-by-step strategies used to maximize AI’s value in PX while sidestepping common pitfalls
  • What worked, what didn’t and how the team adapted along the way, with a focus on transparency and continuous improvement
  • A framework for evaluating new AI opportunities in your organization

img

Jason Szczuka

Chief Digital Officer
Bon Secours Mercy Health

Health systems today face a dual mandate: elevate the patient experience while simultaneously driving greater operational efficiency. Meeting rising expectations requires more than traditional outreach—it demands a smarter, more personalized approach to engagement.


Personalized engagement goes far beyond email reminders. When executed well, it becomes a strategic lever that shapes behavior, improves health outcomes and reduces friction across the patient journey.

In this session, PatientPoint leaders April Jones, and Jeff George will share how innovative health systems and medical groups are using engagement technology to turn outreach into meaningful action. Attendees will see how integrated digital touchpoints—before, during and after the visit—can educate patients, set expectations and inspire follow-through.

Executives will leave with actionable strategies, real-world examples and a clear roadmap for making personalized engagement a scalable, measurable part of care delivery.

Participants will learn how to:
  • Transform personalized outreach into real patient action—driving action, improving adherence and supporting better outcomes
  • Leverage rooming time as a value-added moment, converting waiting and preparation time into targeted education and meaningful engagement
  • Integrate procedure videos into a broader education strategy, supporting clinical efficiency by saving time

img

April Jones

Executive Vice President, Provider Solutions
PatientPoint

img

Jeffrey George

Market VP, Hospital and Provider Solutions
PatientPoint

9:45 am - 10:15 am 1:1 Business Meetings

9:45 am - 10:15 am Think Tank | Walking the Human-Tech Tightrope on a Budget by Maximizing Human Capital in Patient Engagement

How do you maximize the human capital of every patient interaction, setting boundaries for outreach frequency to avoid fatigue and designing engagement journeys that feel personal, not transactional? This think tank will explore and equip attendees with practical strategies for doing more with less, delivering high-touch care on a tight budget.

10:20 am - 10:50 am 1:1 Business Meetings

10:55 am - 11:25 am 1:1 Business Meetings

10:55 am - 11:25 am Workshop | After the Storm: Where AI is Delivering Real Value in PX

Building on the morning keynote, this focused workshop dives into your own organization’s AI path in patient experience. We’ll unpack what successful implementation really takes, from the roadmap to gaining employee and patient trust. Expect to walk away with renewed confidence and a sharper strategy for moving your AI efforts forward.

As patients move between providers of care to achieve their desired health outcomes, the end result can be fragmented workflows and disconnect digital tools – leading to eroded trust, delayed access and fragmented experiences. In this panel, PX leaders will explore how they can create more seamless and navigable experiences across the healthcare ecosystem.


  • What digital tools can unify the patient journey in an inclusive manner?
  • How can community partnerships be leveraged to simplify access and strengthen continuity?
  • How can leaders connect siloed services to reduce friction and improve outcomes?

img

Traquenna Smith Branch

Vice President Contact Centers & Strategy
Memorial Hermann Health System

img

Caroline Carney

Chief Executive Officer
Magellan Health

12:05 pm - 12:35 pm Presentation | Empowering Providers in the Age of Digital Health

Provider success depends on effective training and support in the face of evolving healthcare workflows. With examples in AI-enabled productivity, collaborative platform and digital learning strategies, this session provides practical and human-centric approaches to help clinicians and staff thrive in a technology-rich environment.


  • Foster confidence and autonomy so clinicians can leverage technology to enhance care
  • Understand how workforce readiness has translated into improved patient experience, efficiency and satisfaction
  • Strategies for upskilling teams and reducing technology-related friction

12:40 pm - 1:10 pm 1:1 Business Meetings

1:10 pm - 2:00 pm Networking Lunch

2:00 pm - 2:30 pm 1:1 Business Meetings

2:00 pm - 2:30 pm Think Tank | Advancing Access and Elevating Experiences: Balancing Scale with Care

As healthcare systems work to expand access with finite resources, leaders are challenged to scale without sacrificing quality or trust. In this Think Tank, participants will examine practical ways to widen reach sustainably, strengthen patient relationships and build systems that protect both experience and capacity.

2:35 pm - 3:05 pm Presentation | Humanizing Experiences: Measuring Institutional Climate to Drive Retention and Elevate Patient Experiences

Meghan Lahey - Vice President of Patient and Employee Experience, Legacy Community Health

In today’s healthcare environment, where high turnover and interconnected PX and EX experiences are prevalent, meaningful recognition is essential

for retaining patient-facing staff and empowering the leaders responsible for delivering your PX strategy. Discover how Legacy Community Health, a federally qualified system, is transforming patient experience scores and employee engagement, all while boosting morale and outcomes on a lean budget.

  • Foster meaningful engagement to drive measurable improvements in PX
  • Leverage climate data to uncover experience and quality blind spots, informing long-term strategy
  • Break down silos to achieve a unified, impactful “human experience” approach

img

Meghan Lahey

Vice President of Patient and Employee Experience
Legacy Community Health

Provider skepticism toward patient experience initiatives is common—often rooted in competing priorities, change fatigue, and past efforts that failed to translate into meaningful clinical impact. This session explores how targeted training, collaborative rounding, and shared ownership can transform skepticism into authentic provider engagement and sustained partnership.

Drawing from real-world healthcare experience, this presentation will highlight practical strategies for engaging physicians and advanced practice providers as co-owners of the patient experience rather than passive participants. Attendees will learn how intentional skill-building, relationship-based rounding, and clearly defined accountability structures can strengthen trust, align experience goals with clinical realities, and embed patient experience principles into daily practice.

Participants will leave with actionable tools to foster provider buy-in, strengthen interdisciplinary collaboration, and create durable experience improvements that support patients, families, and care teams alike—without adding unnecessary burden to already complex clinical environments.

By the end of this session, participants will be able to:

  1. Identify common drivers of provider skepticism toward patient experience initiatives and recognize how competing priorities, past failures, and workflow misalignment influence engagement.
  2. Apply targeted training strategies that build provider confidence, relevance, and ownership of patient experience without adding unnecessary burden to clinical practice.
  3. Implement collaborative rounding models that strengthen trust, improve interdisciplinary relationships, and integrate patient experience principles into real-time clinical workflows.
  4. Establish shared ownership frameworks that align providers, leaders, and care teams around clear expectations, accountability, and sustained experience outcomes.
  5. Translate engagement strategies into measurable impact by connecting provider partnership to improvements in patient experience, caregiver engagement, and culture.

img

Felicia Hurst

Senior Director, Patient Experience
Children's Health

img

Pamela Okada

Interim Division Chief, Division of Pediatric Emergency Medicine
University of Texas Southwestern Medical Center

3:35 pm - 4:05 pm Closing Presentation | Solving Symptoms to Strengthening Systems: Simplifying PX to Drive Holistic, Lasting Change

Carol Lewis - Chief Patient Experience Officer, ad interim, MD Anderson Cancer Center

Too often, PX efforts are focused on fixing visible pain points – isolated symptoms of deeper systemic issues. True transformation demands a holistic approach that embeds experience into the DNA of the organization. This closing presentation will focus on how leaders can move from fragmented PX initiatives to integrated, enterprise-wide strategies that align people, processes and data around what matters most: the needs of patients, families and staff.

  • Quantify and communicate the value of holistic PX, linking experience to quality, retention and financial outcomes
  • Simplify and integrate PX measures to reveal system-level insights that drive improvement and performance
  • Embed PX into enterprise priorities, culture and decision-making to create alignment and accountability at every level

img

Carol Lewis

Chief Patient Experience Officer, ad interim
MD Anderson Cancer Center

img

Nicole Cable

Chief People & Experience Officer
Blue Zones Health