Insights Summit: 2025

The ATA Insights Summit centers around healthcare delivery organizations and the leaders driving real-world change. This isn’t another conference where you sit back and listen. It’s a national working convening where health system leaders, clinicians, and system builders come together to co-develop the operational strategies, frameworks, and infrastructure needed to deliver and scale digitally enabled care.

Over two days, participants will move from inspiration to application, working side-by-side in a collaborative format that blends featured presentations, interactive panels, and strategy roundtables.

Rooted in execution, the Summit tackles the realities of care delivery. Addressing staffing models, clinical workflows, reimbursement, technology integration, and beyond, while creating actionable solutions for scaling digital health.

Together, attendees will:

Scale digitally integrated care models that transform workflows, strengthen operations, and modernize infrastructure.
Co-develop frameworks, benchmarks, and implementation tools guided by those actively delivering care today.
Test and refine strategies through real-world use cases, including Smart Maternity Command Models and Digitally Integrating Oncology Care Models.

The result: an energized, hands-on experience where every participant contributes to shaping the next era of digital care delivery, while aligning with the ATA Center of Digital Excellence (CODE) to accelerate transformation nationwide.

Financial Storytelling Toolkit – Craft winning business cases with ready-to-use ROI frameworks tailored for every audience.
Infrastructure & Standardization Playbook – Scale confidently with multi-site deployment guides and technology evaluation tools.
Experience Measurement Framework – Connect KPIs to real-world outcomes and prove the impact of digital care.
Operational Models & Technology Guide – Compare models, evaluate vendors, and choose the right path for your organization.
Patient Engagement & Safety Strategies – Apply targeted playbooks to boost engagement and safeguard diverse patient populations.

12:00 – 1:30 PM

Summit Registration & Networking Lunch

1:30 – 1:40 PM

Summit Welcome & Opening Remarks

1:40 – 2:10 PM

Panel: From Pilots to Permanence: Building Digital-First Healthcare Infrastructure 

Healthcare organizations have moved beyond asking "if" digital transformation will reshape care delivery to "how fast" they can scale proven solutions. This opening panel brings together leaders who are actively reengineering care models—integrating virtual care, AI-enabled tools, and digital infrastructure to meet evolving patient and workforce needs.

Our panelists will share real-world insights on moving from successful pilots to enterprise-wide digital infrastructure, addressing the operational, financial, and cultural challenges that determine whether innovative programs thrive or stall. Whether scaling virtual nursing across hospital networks, building sustainable RPM programs, or extending specialty expertise through maternity command centers and digital oncology integration, the fundamentals of successful transformation remain consistent.

The conversation will explore how AI is accelerating care delivery—from clinical decision support and workflow optimization to predictive analytics and patient engagement—while navigating the practical realities of implementation at scale. This discussion sets the stage for the Summit by identifying the common threads that enable sustainable digital transformation across different care settings and organizational contexts, and how emerging technologies are reshaping what's possible in modern healthcare.

Brandi Clark, Vice President, Digital Care, OSF OnCall
Tearsanee Carlisle Davis, DNP, FNP-BC, PMHNP, Associate Professor of Nursing, UMMC School of Nursing and Director, Clinical Programs and Strategy, UMMC Center for Telehealth, University of Mississippi Medical Center
Stephanie Lahr, MD, CHCIO, FACHDM, Founder, Vital Thread Advisory
Nick Patel, MD, CEO & Founder, Stealth Consulting; Adjunct Professor, USC School of Engineering and Computing, Dept. of Integrated Computing

2:10 – 2:30 PM

Fireside Chat

2:30 – 2:45 PM

Lightning Round: Implementation Challenges 

Attendees rapidly share their organization's biggest barrier to scaling digital care. Participants use a concise 1-minute format (organization + one friction point + one unlock) to surface the real-world challenges that will frame Monday's collaborative roundtable work. This problem-identification session ensures we're building frameworks that address the actual barriers health systems face today, creating a shared landscape of challenges before diving into solutions.

2:45 – 3:15 PM

OB CARE ALWAYS THERE 24/7/365: Creating Relationships, Building Trust, Saving Lives

Born from a five-year partnership between the State of Illinois, OSF OnCall, and four Federally Qualified Health Centers, the OnCall Connect Pregnancy & Postpartum Support Program delivers digital education, symptom check-ins, and blood pressure monitoring tailored to each stage of pregnancy and postpartum. Through an app, mothers can chat with OB nurses anytime, with concerning responses escalated to OB-trained APPs as needed.

The program includes virtual prenatal visits, postpartum visits, lactation visits, digital health navigator support for social needs, and referrals to community resources. This scalable model has been successfully deployed in rural areas affected by healthcare closures, achieving nearly 80% enrollment and high engagement outcomes.

A new hybrid model of care combines virtual and in-person prenatal and postpartum visits with centralized labor monitoring. The care team tracks maternal vitals, history, labor curves, and fetal heart rate trends, alerting to potential fetal acidemia and coordinating interventions for Category 2–3 strips. Virtual nursing now extends into postpartum care, enabling remote discharge, early blood pressure follow-up, lactation support, and two-week virtual postpartum visits — ensuring comprehensive, continuous care from pregnancy through recovery.

Kate Johnson, Manager Digital Care - Women's Services, OSF Healthcare OnCall

3:15 – 3:30 PM

Break and Transition to Case Studies

3:30 – 5:30 PM

Case Study Presentations 

In highly interactive case study sessions, solution providers, through the end-user lens, will discuss challenges, strategies, implementations, outcomes and the future of digital health and virtual care.

6:00 – 7:00 PM

Welcome Reception

7:00 - 8:30 PM

Awards Dinner 

7:30 – 8:00 PM

Special Panel: Beyond the Hype: What Health Systems Actually Need from Digital Health Technology

Three digital health companies get candid about what actually works when scaling virtual care with health systems. Moving beyond marketing promises and polished case studies, panelists discuss why pilots fail to scale, what health systems prioritize in purchasing decisions, and how product development must respond to operational reality rather than theoretical use cases. This honest conversation explores the gap between innovation ambition and implementation constraints, offering insights into building successful partnerships that acknowledge the true barriers to digital health transformation.

8:00 – 8:15 PM

Case Study Awards Presentation

8:00 – 9:00 AM

Networking Breakfast

9:00 – 9:05 AM

Opening Remarks

9:05-9:25 AM

Fireside Chat

9:30 – 10:45 AM

Featured Model Showcases 

Inpatient Experience

9:30 – 9:45 AM

Scaling Virtual Programs Across 47+ Hospitals 

Rachelle Longo shares Ochsner's approach to standardizing virtual care across 47+ hospitals while maintaining operational flexibility. Topics will explore multi-site implementation challenges, infrastructure scaling strategies, and how Ochsner developed provider-direct service lines beyond traditional telestroke to meet diverse patient and provider needs across their network.

Rachelle Longo, AVP, Virtual Care, Ochsner Health

9:45 – 10:00 AM

Asking the Right Questions: Framing Your Digital Infrastructure Business Case

Dr. Ethan Booker guides attendees through the art of asking the right questions when building complex digital infrastructure business cases. He explores how to frame compelling financial narratives across different organizational contexts—whether fee-for-service or value-based care, centralized or distributed staffing models, and varied stakeholder priorities. This session equips leaders with a question framework rather than prescriptive answers, recognizing that each organization's path to infrastructure investment is unique.

Ethan Booker, MD, FACEP, CMO, Telehealth, MedStar Health

Remote Patient Management

10:00 – 10:30 AM

Centralized RPM Models: Design Decisions That Shape Success

Sent draft to review: Two leading health systems compare their centralized RPM approaches, exploring the critical decision points that determine program success. Shannon McAllister details WVU's centralized nurse triage model with decentralized provider escalation, including Epic integration and third-party vendor coordination. Laura Christopherson shares Mayo's centralized command center approach, covering staffing ratios, cross-specialty patient monitoring, and clinical algorithm development for population health management. Together, they provide a framework of key checkpoints for designing or refining RPM programs, addressing questions like: When does centralization work best? How do you balance standardization with specialty-specific needs? What infrastructure investments matter most? Where is centralized virtual care headed?

Shannon McAllister, MBA, FACHE, AVP Population Health and Telemedicine, WVU Medicine
Laura Christopherson, EdD, MBA, CSPO, Manager, Care Delivery, Mayo Clinic

10:30 – 10:45 AM

Value-Based Digital Medicine Program 

Alex Carter shares Ochsner's innovative approach to building sustainable digital medicine programs through value-based care models. We’ll explore Ochsner's licensed clinicians and health coach model, their white-label product development strategy that other health systems can adopt, and their unique "O-Bar" in-person enrollment approach that drives patient activation. This session demonstrates how to align digital health programs with value-based metrics while creating scalable, sustainable business models that extend beyond your own organization.

Alex Carter, Director of Transformation, Ochsner Health

10:45 – 11:00 AM

Break

11:00 AM – 12:00 PM

Panel: Implementation Strategies: "From Pilots to Permanent Programs - What Actually Works"

This interactive panel tackles the critical challenge every health system faces: how to move digital care programs from successful pilots to permanent infrastructure. Facilitators guide a collaborative discussion on the strategies that actually work—from prioritizing competing initiatives when everything promises value, to developing meaningful KPIs across specialties, to building change management approaches that overcome organizational resistance.

The conversation explores how to translate program impact beyond pure financials, balance ease of use against functionality in technology decisions, and create evaluation frameworks that answer "is this worth doing?" Attendees will hear real-world approaches to workforce engagement, provider adoption, and measuring experience outcomes that connect to business sustainability.

Susan Berry, Vice President Operations, Virtual Care, Sanford
Mae Centeno, COO/CNO, Virtual Care Center and Virtual Care Delivery, Texas Health Resources
Josh Glore-Twente, Digital Patient Care Manager, OSF OnCall
David Guidry, MD, Sr. Medical Director for Telehealth, Intermountain Health
Johanna Morton, MD, MS, National Medical Director, Acute Care Clinical Transformation Ascension

12:00 – 1:00 PM

Networking Lunch

12:15 – 1:00 PM

Town Hall: Post-Shutdown Realities and Telehealth's Path Forward

The ATA convenes health system leaders for a candid town hall on the government shutdown's impact on telehealth operations and next steps. ATA staff will share updates on federal advocacy efforts, including pushes for retroactive reimbursement and permanent protections for Medicare telehealth and Hospital at Home. Then we open the floor: What strategies did your organization deploy to keep patients connected? How did you manage financial risk and care continuity? What patient communication approaches worked—or didn't? This collaborative discussion surfaces real-world tactics, identifies industry-wide patterns, and helps shape ATA's policy priorities. Come ready to share, learn from peers, and contribute to the advocacy roadmap that protects telehealth through future policy uncertainty.

1:00 – 2:00 PM

Specialty Innovation Showcase: Digital Oncology

1:00 – 1:20 PM

System-Led Digital Oncology: Frameworks That Scale Across Specialties

This session explores how Intermountain built system-led frameworks that integrate digital tools into complex oncology care pathways. The presentation demonstrates Intermountain's approach to specialty triage coordination, pharmaceutical integration, and care team orchestration across distributed locations. Rather than focusing solely on oncology-specific applications, the discussion extracts scalable principles that apply to any remote specialty care delivery program—from cardiology to neurology to maternal-fetal medicine. Attendees gain a blueprint for extending specialty expertise beyond physical walls while maintaining care quality and coordination across multiple stakeholders.

John Williams, Assistant VP of Telehealth, Intermountain Health

1:20 – 1:40 PM

Digital Oncology in Academic Medicine: Innovation Meets Evidence

This session explores Duke's academic health system approach to integrating digital tools into oncology care pathways. The presentation addresses the unique challenges academic medical centers face: balancing innovation with evidence-based practice requirements, coordinating multidisciplinary teams across research and clinical missions, and integrating research protocols into digital care delivery. Attendees gain insights into how academic institutions navigate the tension between rapid technological advancement and the rigorous validation standards that define academic medicine, creating frameworks that advance both patient care and scientific knowledge.

Donna Phinney, Director, Duke Telehealth Office

1:40 – 2:00 PM

Specialty Innovation Showcase - Oncology Q&A

2:00 – 3:00 PM

Panel: RPM Operations Revealed: Four Models, Real Trade-offs, Sustainable Solutions

Every health system faces the same RPM challenge: how to build programs that scale sustainably beyond initial device deployment. This panel brings together four distinct operational approaches to reveal the trade-offs, decisions, and strategies that determine RPM program success. Facilitators compare Orlando Health's acute-care discharge model, UC Health's command center technician approach with compliance expertise, OSF's population-specific programs achieving 1:1000 nurse ratios, and Mayo Clinic's innovation framework. The interactive discussion tackles the operational realities: centralized versus decentralized structures, staffing models and role definitions that work long-term, population-specific adaptations from pediatrics to post-discharge care, technology and vendor integration challenges, clinical escalation and after-hours protocols, patient engagement and activation strategies, and resource prioritization when demands exceed capacity.

Laura Christopherson, EdD, MBA, CSPO, Manager, Care Delivery, Mayo Clinic
Brittany Cyriacks, MSN, RN, NI-BC, Clinical Informatics Program Director, UCHealth
Stephanie Lewis, MSHI, BSN, RN, Sr. Director Enterprise Telehealth, Orlando Health
Kara Roat, Director, Digital Outpatient & Community Care, OSF OnCall

3:00 – 3:20 PM

Break and Transition to Working Group Roundtables

3:20 – 3:50 PM

Roundtable “Kick-off” Discussions

3:50 – 5:20 PM

Strategic Roundtables

Attendees join focused working groups to co-develop practical toolkits and frameworks based on their organizational priorities. These collaborative sessions bring together peers and expert facilitators to address real implementation challenges and build actionable outputs participants can take back to their organizations.

Track A: Inpatient Experience Roundtables 

Table A1: 

Financial Storytelling & ROI Development

Build frameworks for compelling business cases across different stakeholder audiences. Explore how to translate quality metrics to financial impact, tailor messaging for CFOs, CNOs, and C-suite leaders, and frame ROI conversations for digital infrastructure investments. Participants address what's different about digital care ROI discussions, what questions to ask before calculating returns, and how to demonstrate sustainability beyond pilot funding.

Outputs: Financial storytelling toolkit with audience-specific templates, ROI calculation frameworks, quality-to-financial translation guides, stakeholder pitch frameworks

Facilitators:

Ethan Booker, MD, FACEP, CMO, Telehealth, MedStar Health
David Guidry, MD, Sr. Medical Director for Telehealth, Intermountain Health

Table A2: 

Infrastructure & Standardization at Scale

Infrastructure & Standardization at Scale Develop frameworks for multi-site deployment, technology evaluation, and workflow standardization. Address EMR integration strategies and AI's role in scaling digital care infrastructure across distributed networks.

Outputs: Infrastructure deployment playbook, technology evaluation scorecards, standardization templates

Facilitators:

Susan Berry, Vice President Operations, Virtual Care, Sanford
Josh Glore-Twente, Digital Patient Care Manager, OSF OnCall
Rachelle Longo, AVP, Telemedicine, Ochsner Health
Johanna Morton, MD, MS, National Medical Director, Acute Care Clinical Transformation Ascension
Donna Phinney, Director, Duke Telehealth Office

Table A3: 

Experience Measurement & KPI Strategy

Experience Measurement & KPI Strategy Create frameworks for measuring patient and provider satisfaction, selecting meaningful KPIs across specialties, and connecting experience outcomes to business sustainability.

Outputs: KPI selection guides, experience measurement frameworks, specialty-specific metric libraries

Facilitators:

Mae Centeno, COO/CNO, Virtual Care Center and Virtual Care Delivery, Texas Health Resources
Kate Johnson, Manager Digital Care - Women's Services, OSF Healthcare OnCall

Track B: RPM Roundtables 

Table B1

Operational Models & Technology Integration Facilitators

Operational Models & Technology Integration Compare centralized versus decentralized RPM models and develop vendor evaluation frameworks. Address EHR integration strategies, technology troubleshooting approaches, and AI's role in RPM operations.

Outputs: Operational model comparison guides, vendor evaluation tools, integration strategies

Facilitators:

Alex Carter, Director of Transformation, Ochsner Healt
Shannon McAllister, MBA, FACHE, AVP Population Health and Telemedicine WVU Medicine
John Williams, Assistant VP of Telehealth, Intermountain Health

Table B2

Patient Engagement & Population Management

Patient Engagement & Population Management Build population-specific engagement strategies, enrollment and activation frameworks, and clinical safety protocols. Address specialty program considerations and escalation pathways.

Outputs: Patient engagement playbooks, population-specific strategies, safety protocols

Facilitators:

Stephanie Lewis, MSHI, BSN, RN, Sr. Director Enterprise Telehealth, Orlando Health
Kara Roat, Director, Digital Outpatient & Community Care, OSF OnCall

Table B3

Experience Measurement Framework RPM Edition

Experience Measurement Framework - RPM Edition Develop RPM-specific KPIs covering clinical, operational, and financial metrics. Create benchmarking frameworks and dashboard approaches for demonstrating program value to different stakeholders.

Outputs: RPM measurement toolkit, outcome tracking templates, benchmarking frameworks

Facilitators:

Laura Christopherson, EdD, MBA, CSPO, Manager, Care Delivery, Mayo Clinic
Brittany Cyriacks, MSN, RN, NI-BC, Clinical Informatics Program Director, UCHealth

5:20 – 5:30 PM

Daily Wrap-Up & Preview

6:00 – 8:00 PM

Networking Reception

8:00 – 9:00 AM

Networking Breakfast

9:00 – 10:30 AM

Structured Roundtable Synthesis Sessions Setting

Tables reconvene to finalize frameworks initiated Monday and prepare them for sharing. Through a structured progression, participants complete practical tools, build implementation roadmaps, define success metrics, and craft presentations distilling breakthrough insights into actionable recommendations for the full Summit audience.

10:30 – 11:00 AM

Networking Break

11:00 AM – 12:00 PM

Summit Report-Out: Frameworks for Action Setting: 

12:00 – 12:30 PM

Closing Remarks

12:30 PM

Grab-and-Go Lunch & Departures

1:30 – 3:00 PM

Optional: Orlando Health Hospital Care at Home Tour 

(Registration Required - Limited to 30 Attendees)

From Hospital to Home: Reimagining the Patient Care Journey

Step into the future of care delivery with a live tour and immersive presentation that blends physical and virtual care. Discover how hospital-level and post-acute care extend seamlessly into the home through technology-enabled models. Attendees will see firsthand how integrated virtual and in-home services support safer transitions, improve outcomes, and keep patients connected to care.

Chief Digital Officer (CDO)
Chief Information Officer (CIO)
Chief Medical Officer (CMO)
Chief Nursing Officer (CNO)
Chief Health Informatics Officer (CHIO)
SVP/VP, Digital Transformation
VP, Clinical Operations or Virtual Care
Executive Director, Innovation or Care Model Redesign
Director, Virtual Nursing, RPM, or Telehealth Programs
Director, Clinical Technology or Smart Infrastructure

Responsible for assessing RPM program sustainability, cost modeling, and alignment with billing strategy.

Chief Financial Officer (CFO) (or delegate for digital/strategy initiatives)
VP, Revenue Cycle or Payment Innovation
Director, Value-Based Care or Payer Contracting
VP, Strategy or Transformation (for ROI model review)
Managed Care or Medicaid Program Directors
Health Economics / Quality Reporting Lead

VP, Clinical Informatics
VP/Director, Data & Analytics or AI Enablement
Director, Clinical Decision Support
Director, EHR Optimization & Integration
Director, Population Health Intelligence

VP, Digital Health Partnerships
Executive Director, Medical Affairs
Head of Real-World Evidence
Director, Value-Based Strategy or System Engagement
VP, Payment Innovation
Director, Medicaid or Reimbursement Strategy

Participation by sponsorship only
CEO/COO of Solution Companies
VP, Enterprise Health Strategy
Director, Implementation or Clinical Services
VP, Product (AI, RPM, Virtual Care, DTx)
Director, Digital Integration or Platform Strategy

LOCATION | HYATT REGENCY GRAND CYPRESS

This year’s ATA Insights Summit will take place at the Hyatt Regency Grand Cypress in Orlando, Florida—a tranquil, upscale resort set on a private lake, just minutes from the city’s top medical and hospitality hubs.

The property offers spacious, modern accommodations alongside exceptional amenities, including a lagoon-style pool, golf course, walking trails, and a full-service spa. Its setting strikes a balance between focus and retreat—creating space for productive working sessions and meaningful peer connection.

ATA INSIGHTS SUMMIT

$1,995/person

Group discounts are available.

Includes:

Three nights of accommodations
All working meals and evening receptions
Access to post-summit deliverables and virtual follow-up session

Apply to Attend

Collaborative Working Convening for Redesigning Care

FULL PROGRAM AGENDA

WHO THIS SUMMIT IS DESIGNED FOR

LOCATION | HYATT REGENCY GRAND CYPRESS

PARTICIPATION & ACCESS

ATA INSIGHTS SUMMIT

$1,995/person

Includes: