2026 HCCT Conference Program

 

Discover cutting-edge strategies and technologies at our conference tailored for healthcare contact center leaders. Join us as we explore innovative ways to elevate the patient experience, boost your staff engagement, and modernize operations in our rapidly evolving healthcare landscape.

 

2026 Program

General Session & Concurrent Speakers

Opening

Conference opening and welcome

Wednesday – June 3, 2026

1:00-1:10 pm

Derek Lok

HCCT

Bio

Derek is Vice President of Healthcare Contact Center Times, the nation’s leading source of information for healthcare contact and call center managers. HCCT discusses such crucial topics as strategically positioning your call center for maximum advantage in today’s competitive healthcare environment, operating your call center as your organization’s “front face” to the public, and effectively marketing your call center to external and internal audiences. With each issue we keep healthcare call and contact center professionals across the country up-to-date on the latest trends and current news. For nearly twenty years, Derek has also worked in planning the HCCT Annual Conference. Derek lives with his family in Roswell, Georgia. Outside of the office, Derek may often be found taking advantage of Georgia’s beautiful nature and outdoor activities. Derek is a golfer and proud Georgia Bulldog.

General Session 1

Changing the Culture from Call Center to Experience Center

Wednesday – June 3, 2026

1:10-1:50 pm

Malik Bahar, AVP of Access Center & Loyalty at Virtua Health, will share the strategic framework that’s transformed his contact center into a high-performing operation with industry-leading retention and below-average cost per call. Learn how Virtua Health used Calabrio WFM to shift from rigid scheduling to employee-centered flexibility, creating schedules that fit team members’ needs while maintaining operational excellence.

Malik will provide concrete details on Virtua’s interview and recruitment process, including the specific behaviors they assess and how they gauge whether candidates will thrive in a patient-centered environment.

At the heart of Virtua’s success is its robust Engagement Framework, running since 2017, which creates an environment where agents opt in to engagement and take ownership of the patient experience. Malik will share the ROI data that proves the business case: high retention reduces costs and high engagement drives the productivity that delivers exceptional patient experiences.

Malik Bahar

AVP of Access Center & Loyalty at Virtua Health

Bio

Malik Bahar is Assistant Vice President of Access Center & Loyalty for Virtua Health. Virtua
Health system is a 5 hospital health system, with more than 350 care locations, and 15,000
employees. With more than 250 employees, and 2.6 million patient interactions in 2025, Virtua
Health’s Access Center is the premier omni-channel contact center in Southern New Jersey.
Since 2018, Virtua Health Access Center has demonstrated industry leading consistency,
maintaining a 92% employee retention rate and top decile employee engagement scores.
Malik holds a master’s degree from Wilmington University, and a bachelor’s degree in business
administration from SNHU.

General Session 2

Project EDGE: Transforming Patient Access Through Digital Innovation

Wednesday – June 3, 2026

1:50-2:30 pm

Discover how Emory’s Patient Access Contact Center is redefining patient engagement with Project EDGE—a strategic initiative integrating Epic Cheers, Genesys, and AI-powered tools to deliver seamless, personalized care experiences. This session will explore the vision behind Project EDGE, its phased rollout, and the operational and cultural shifts driving success. Learn how technology, process redesign, and workforce enablement converge to improve efficiency, elevate patient satisfaction, and empower staff. We’ll share lessons learned, early wins, and future innovations such as Copilot, auto-summarization, and omnichannel access. Join us to understand how digital transformation can turn a contact center into a strategic hub for patient connection—where empathy meets innovation.

Liz Johnson

Vice President, Patient Access Contact Centers, Emory Healthcare

Bio

Liz Johnson is a seasoned healthcare operations leader, and the Vice President of the Patient Access Contact Center at Emory Healthcare. She oversees a team of more than 600 professionals, driving excellence in patient access and engagement across the system. With a strategic focus on innovation and accountability, Liz is currently leading Project EDGE, a multi-year transformation initiative to integrate Genesys with Epic and deploy Epic Cheers—creating a seamless, personalized experience for patients at every touchpoint.

Before joining Emory, Liz spent over a decade at Northwestern Medicine, where she held progressive leadership roles in Capacity Management, Quality & Training, and Contact Center Operations. Her career is marked by a deep commitment to operational excellence, data-driven performance, and building empowered, patient-centered teams.

Liz is passionate about leveraging technology to enhance healthcare delivery and is recognized for her ability to lead complex change initiatives that improve both patient and employee experiences.

Leslie Land

Director, Patient Access Quality & Training, Emory Healthcare

Bio

Leslie Land serves as the Director of Training and Quality for Patient Access at Emory Healthcare, where she oversees training design, quality management, workflow optimization, and agent performance support across six diverse lines of business. Since beginning her career at Emory in 2016, Leslie has become a trusted leader known for building clear, efficient processes, strengthening agent readiness, and partnering closely with operational and clinical teams. With a background in Psychology, Leslie is passionate about creating simple, intuitive learning for adult learners and fostering a culture of continuous improvement.

Break / Exhibits Open

Wednesday – June 3, 2026

2:30-2:40 pm

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Concurrent Session 3

The Frontline Voice: Why the Call Center is the Unsung Hero of your Organization

Wednesday – June 3, 2026

2:40-3:20 pm

In today’s competitive healthcare landscape, first impressions are no longer formed in waiting rooms—they begin on the phone. The call center is often the first point of contact for patients, referring physicians, and caregivers, making it a powerful gateway to the patient experience. This session will explore how a high-performing radiology call center drives operational efficiency, strengthens brand trust, and directly impacts patient satisfaction and retention. Attendees will walk away with a fresh perspective on how elevating call center operations can transform the entire care journey.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Rachel Papka

Chief Innovation Officer, SDMI

Bio

Rachel Papka is the Chief Innovation Officer at Steinberg Diagnostic Medical Imaging (SDMI), where she leads technology-driven transformation across 12 imaging centers. With deep expertise in health informatics and operational strategy, she champions initiatives that enhance patient access, streamline communication workflows, and elevate both patient and employee experience. Rachel is known for integrating innovation with empathy, ensuring advanced tools — including AI-enabled solutions — meaningfully improve how patients connect to care. Her work reflects a commitment to creating healthcare experiences that are efficient, human-centered, and future-ready

Tara Mahoney

​Vice President, Healthcare, Genesys

Bio

Tara Mahoney is the Vice President of Healthcare at Genesys. She is passionate about transforming care leveraging operational and technological innovation to meet the needs of patients, members and care teams.

She is recognized as an industry expert in patient access, patient-member experience, care coordination and virtual care. She has worked with Life Sciences, Health Systems and Health Insurance companies globally leveraging engagement technology across the care continuum can change outcomes.

As practice leader, she grew healthcare to be the largest vertical for Avaya in North America and for Genesys Cloud globally. Prior to finding her passion in healthcare, she consulted with large enterprises on technology adoption and was the GM for Avaya’s applications business and GM for Nortel’s contact center business.

Concurrent Session 4

From Selection through to Implementation: How we chose the right AI vendor for our Enterprise!

Wednesday – June 3, 2026

2:40-3:20 pm

Choosing the right AI vendor in healthcare isn’t simply a technology decision—it’s a strategic choice that shapes the entire enterprise. In this interactive session, Sarina Swan, Sr. Director of Customer Contact Center at Vitalant, and Gina Gibson, CEO of Think Forward, will present a candid case study on Vitalant’s journey from vendor identification and evaluation through to successful implementation.

Sharing the customer’s perspective, they reveal how Vitalant kept patient services and operational continuity at the forefront while still executing a detailed and strategic vendor selection process. The session highlights how leveraging expert support helped streamline the legwork of market research and vendor alignment, allowing Vitalant to focus only on solutions that matched their priorities, budget, and long-term goals.

Attendees will leave with clear, actionable takeaways: how to engage the right advisor, create enterprise-wide alignment, identify the first use case, and avoid common pitfalls during implementation. With a focus on iteration rather than perfection, the speakers will share honest lessons learned from a complex procurement process—insights that made the difference in achieving a future-proof deployment.

Unlike hypothetical panels, this discussion delivers unfiltered guidance from leaders who successfully navigated the challenges themselves.

Sarina Allen

Senior Director, National Customer Contact Center, Vitalant

Bio

Sarina Allen is the Senior Director of Vitalant’s National Customer Contact Center, where she leads one of the most mission critical CCaaS ecosystems in the industry—spanning inbound, outbound, digital, and social engagement nationwide. With more than 17 years of leadership, she has been the driving force behind continuous change and innovation, modernizing platforms, integrating AI, and delivering scalable, data-driven donor and customer experiences.

Her passion for AI is centered on creating practical solutions that ease the agent workload, reduce friction, and allow teams to focus on the conversations that matter most. Sarina combines deep operational expertise with a forward-looking vision, ensuring that technology and people work in harmony to elevate performance and customer satisfaction.

She holds a master’s degree in business leadership and an AI certification from Johns Hopkins University. Known as a powerhouse in transforming contact center technology and strategy, Sarina continues to push boundaries, shaping the future of customer engagement while inspiring teams to achieve excellence at scale.

Gina Gibson

CEO, Think Forward

Bio

Gina Gibson is a visionary leader with more than 25 years of experience driving transformation at the intersection of technology and customer experience. As CEO of Think Forward, she guides organizations through complex CCaaS, UCaaS, CRM, WFM, Analytics, Security, and Hardware initiatives, ensuring people and processes remain at the center of change. As a technology advisor and “Tech Matchmaker,” Gina helps enterprises cut through the noise of competing vendors by simplifying complex evaluations, identifying best-fit solutions, and guiding organizations through the purchasing process with confidence. She is also the host of The Tech Matchmaker podcast, a published author, and a certified PMP. Beyond business, Gina serves as Chairwoman of Dress for Success Arizona, advancing women’s empowerment. Her strategic insight and lived experience make her a trusted voice for enterprise leaders navigating innovation.

Concurrent Session 5

Inspiring Career Growth in the Contact Center

Wednesday – June 3, 2026

3:25-4:05 pm

Effective leadership in healthcare goes beyond managing operations—it requires cultivating the next generation of leaders who will shape the future of patient care. In today’s rapidly changing healthcare landscape, leaders face increasing challenges, from technological innovation to workforce shortages and evolving patient expectations. To thrive, organizations need leaders who are not only skilled in strategy and decision-making but also equipped with emotional intelligence, resilience, and the ability to inspire others.

This session explores the vital responsibility of healthcare leaders to identify, mentor, and develop emerging talent within their teams. By creating a culture of trust, accountability, and continuous learning, leaders empower others to step into roles of greater responsibility and influence. Growing leaders is about more than filling positions—it is about fostering vision, character, and collaboration that ripple throughout an organization.

Attendees will gain insight into practical strategies for building leadership pipelines, including mentorship, coaching, and succession planning. The session emphasizes that when leaders grow leaders, they multiply their impact, ensuring continuity, innovation, and excellence in patient-centered care. Ultimately, developing leaders is not just a professional responsibility—it is a calling that strengthens both healthcare organizations and the communities they serve.

Darlene McAshan

Executive Director, Grady Health System

Bio

With over 30 years of proven leadership across healthcare, ministry, and business, Darlene brings a unique blend of strategic vision, operational excellence, and inspirational leadership. She holds a Bachelor’s degree in Business Administration and a Master’s degree in Organizational Leadership, along with a Lean Six Sigma Green Belt certification. She has also received an Honorary Doctorate of Humane Letters (L.H.D.), for the work she does in Bhubaneswar, India. As a national and international speaker, she empowers diverse audiences with messages of purpose, resilience, and financial empowerment.

As a published author, Pastor, and Certified Christian Life Coach, she is passionate about equipping others to lead with integrity and impact. As a Healthcare Leader and Wealth Strategist, she helps individuals and organizations thrive, spiritually, professionally, and financially. She has a passion for seeing people free spiritually and practically. She teaches courses in leadership and finances and has seen impact across various sectors by reigniting their love for leadership.

Concurrent Session 6

On-Prem to Cloud: Elevating Your Contact Center for the Future

Wednesday – June 3, 2026

3:25-4:05 pm

In a rapidly evolving digital landscape, traditional on-premises healthcare contact centers are increasingly challenged to keep up with patient expectations, operational scalability, and modern technology demands. The “On-Prem to Cloud: Elevating Your Contact Center for the Future” session explores how migrating your contact center to the cloud becomes not just a technical upgrade, but a strategic transformation.

Attendees will walk away with a clear understanding of why migrating to a cloud contact center is critical today, how to plan and execute, and what capabilities they can unlock once in the cloud.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Stacy Neill

Vice President, Ministry Operations Support, OSF OnCall

Bio

Stacy Neill is the director of digital optimization and effectiveness at OSF OnCall. She began her OSF HealthCare career in 2016 in a leadership role as a director of the quality team. Prior to this she served as manager of clinical information systems at BJC HealthCare for 10 years. Stacy is a registered health information administrator and project management professional who has a master’s in health administration and a Bachelor of Science in health information management.

In this role, Stacy oversees the education, digital optimization and business operations team. She is responsible for planning, implementing and managing data strategy, clinical and technical education, customer service and process improvement efforts for OSF OnCall operations. She leads identification of resources, process improvements, software and data analysis to drive efficiency within operations.

Under her leadership, the digital optimization and effectiveness team supports the unified contact center, enhances workflows and technology through data, education, patient satisfaction and optimization. They embed best practices, drive efficiencies and deliver impactful services that create better patient experiences.

Break / Exhibits Open

Wednesday – June 3, 2026

4:05-4:15 pm

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Networking Roundtables 1

Engage with industry experts, share knowledge, and cultivate relationships that drive innovation and progress in healthcare

Wednesday – June 3, 2026

4:15-5:00 pm

Topics:

  1. How to find and keep your best agents
  2. Remote, hybrid or back to office?
  3. Is your tech transformative? Or does it just sound cool
  4. How to achieve clinical excellence on the phone
  5. What do healthcare contact centers look like in 2028?
  6. The referral black hole
  7. How to keep yourself (and your best agents) from burning out
  8. Are your metrics driving access or blocking it?
  9. Let’s talk about KPIs that matter
  10. Where AI works best for patients
  11. How to design a better patient experience
  12. How to use AI as a CoPilot

Cocktail Party / Welcome Reception & Contact Center Awards

We are thrilled to extend a warm welcome to the Healthcare Contact Center Conference. To kick off this exciting event, we invite you to join us for our Welcome Reception and Cocktail Party, featuring the introduction of our new Contact Center Awards.

This special evening is an opportunity to connect with fellow attendees, industry leaders, and exhibitors in a relaxed and inviting atmosphere while also celebrating excellence and innovation within healthcare contact centers. Whether you’re a seasoned professional or new to the field, the Welcome Reception and Awards program promises an engaging evening of networking, recognition, and camaraderie as we officially begin the conference.

Wednesday – June 3, 2026

5:15-7:15 pm

Sponsored By:

THURsday

Breakfast / Exhibits Open

Thursday – June 4, 2026

7:00-8:15 am

Sponsored By:

Morning Session Welcome

Thursday session opening and welcome

Thursday – June 4, 2026

8:15-8:20 am

Derek Lok

HCCT

Bio

Derek is Vice President of Healthcare Contact Center Times, the nation’s leading source of information for healthcare contact and call center managers. HCCT discusses such crucial topics as strategically positioning your call center for maximum advantage in today’s competitive healthcare environment, operating your call center as your organization’s “front face” to the public, and effectively marketing your call center to external and internal audiences. With each issue we keep healthcare call and contact center professionals across the country up-to-date on the latest trends and current news. For nearly twenty years, Derek has also worked in planning the HCCT Annual Conference. Derek lives with his family in Roswell, Georgia. Outside of the office, Derek may often be found taking advantage of Georgia’s beautiful nature and outdoor activities. Derek is a golfer and proud Georgia Bulldog.

General Session 7

From Career Path to Pay for Performance: Redesigning Growth and Engagement at Penn Medicine

Thursday – June 4, 2026

8:20-9:00 am

Before 2022, Penn Medicine’s Patient Engagement Center faced high attrition, disengaged employees, and no formal structure to recognize or reward top performers. Frontline agents were often tasked with training peers, leading to burnout and frustration. To rebuild engagement, the team launched a structured career path and dedicated trainer roles to professionalize onboarding and development. Building on that foundation, Penn Medicine is now sunsetting the career path and introducing a performance-based incentive plan that ties recognition to measurable outcomes. This session will explore the evolution from informal training and limited growth opportunities to a robust system built on accountability, performance, and leadership investment, offering practical lessons on redesigning how healthcare contact centers inspire, reward, and retain their teams.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Chanel Holder

Associate Director of Operations, Penn Medicine

Bio

Chanel Holder, MBA, is the Associate Director of Operations for Penn Medicine’s Patient Engagement Center, overseeing a team of more than 250 employees in a large high volume call center with over 500 employees. With a decade of experience in healthcare operations and leadership development, she has led transformative initiatives including leadership onboarding, peer mentoring, digital transformation, and the rollout of Penn Medicine’s first incentive program for patient access staff. Chanel is also an adjunct professor of business administration, blending academic insight with real-world experience to cultivate engaged teams and performance-driven cultures.

Keynote

Trauma-Informed Care for Contact Center Leaders

Thursday – June 4, 2026

9:00-9:40 am

Contact center leaders are in a unique position to provide critical services to patients who have experienced physical and psychological stress. Increasing job demands, complex healthcare environments and the inherent challenges of this work make it crucial for contact center leaders to also care for themselves. Trauma-informed care is a strategic framework for supporting people through various forms of trauma. A trauma-informed approach can foster resilience, growth and healing for our patients and leaders.

Sponsored By:

Dr. Sadie Elisseou

Trauma-Informed Practices, LLC

Bio

Sadie Elisseou, MD is a leading physician and subject matter expert in trauma-informed care. She teaches clinical healthcare professionals how to provide top-quality care to patients who have lived through trauma. She also consults for companies and organizations that wish to cultivate wellness and help team members optimally engage through stressful times.

Break / Exhibits Open

Thursday – June 4, 2025

9:40-9:55 am

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

General Session 9

The A-Z of Deploying AI Voice in Your Multi-Location Call Center: What to Ask Before You Buy

Thursday – June 4, 2025

9:55-10:35 am

You’ve seen the demos. The AI voice technology looks impressive. Your leadership is asking questions, but how do you actually evaluate, pilot, and deploy voice AI across multiple call center locations without disrupting operations or wasting budget on the wrong solution?
This session walks through the complete journey of bringing AI voice technology into a healthcare contact center operation, from initial vendor evaluation through pilot launch. I’ll share the real decision-making process: building the business case, getting stakeholder buy-in, selecting the right technology partner, and designing a pilot that actually tests what matters.

You’ll learn the questions vendors hope you won’t ask, the integration requirements your IT team needs to know upfront, and how to structure a pilot that protects your operations while gathering meaningful data. We’ll cover staffing considerations, change management strategies, success metrics that matter beyond call volume, and how to evaluate results honestly.

Whether you’re just starting to explore AI voice solutions or preparing for implementation, you’ll leave with a practical vendor evaluation framework, pilot design checklist, stakeholder communication templates, and implementation roadmap that accounts for the messy realities of multi-location healthcare contact centers in 2026.

Jeannine Spagna

Vice President of Patient Experience/ Call Center Operations, Clearway Pain Solutions

Bio

Jeannie Spagna brings over two decades of experience in the contact center industry, with a proven ability to create environments where both people and processes thrive. Her career spans multiple sectors, rooted in retail and more recently focused on the healthcare industry.

Known for her collaborative leadership and dedication to continuous improvement, Jeannie excels at building strong, motivated teams and driving operational efficiency. She is passionate about mentoring emerging talent, optimizing workflows, and implementing strategies that enhance productivity while maintaining exceptional service standards.

Throughout her career, Jeannie has been guided by a belief in bringing out the best in others—ensuring every team member feels valued, supported, and empowered to succeed. Her work reflects a commitment to excellence, innovation, and making a positive impact on both employees and the customers they serve.

Kevin Henrikson

Co-Founder, Pretty Good AI

Bio

Kevin Henrikson is the co-founder of Pretty Good AI, a voice-first clinic intelligence platform transforming how healthcare practices operate. A veteran startup builder and engineering leader, Kevin previously led teams at Microsoft and Instacart and co-founded Acompli, acquired by Microsoft and relaunched globally as Outlook for iOS and Android. He now applies that same product and systems mindset to healthcare, helping providers reclaim time, reduce burnout, and deliver frictionless patient access through trusted AI automation.

Networking Roundtables 2

Engage with industry experts, share knowledge, and cultivate relationships that drive innovation and progress in healthcare

Thursday – June 4, 2026

10:40-11:40 am

Topics:

  1. Behind-the-scenes: Workforce, QA, coaching and automation
  2. How to be a better leader
  3. If you were the CEO for 24 hours…
  4. Whoops! Our biggest flops
  5. Dear vendors, here’s what we need you to understand…
  6. Keep your contact center safe from cybersecurity threats
  7. Does centralized scheduling work?
  8. You fixed it…so why didn’t the calls stop?
  9. The biggest challenges we’re facing in 2026
  10. How to sell your best idea to the C-suite
  11. The empathy edge
  12. How to help your agents deal with stress
  13. _______ Is Driving Me Crazy!

Lunch

Thursday – June 4, 2026

11:45-1:00 pm

Sponsored By:

Concurrent Session 10

Beyond the Pilot: Scaling Intelligent Virtual Assistants Across the Digital Front Door — Lessons from a Multi-Site Deployment

Thursday – June 4, 2026

1:00-1:35 pm

As healthcare systems expand access through digital front doors, many discover that implementing an intelligent virtual assistant (IVA) is only the first step. Scaling that capability across sites, while managing appointment availability, operational readiness, and patient expectations, can be significantly more complex.
 
In this session, Collaborative Health Partners (CHP) shares its real-world journey implementing one of the most comprehensive IVA deployments in Virginia. With advanced appointment management live at multiple sites and expansion underway to nine additional locations, CHP has leveraged the full breadth of IVA capabilities to improve access, automate scheduling workflows, and support growing patient demand.
 
The presentation will candidly explore the challenges CHP encountered along the way — including phone implementation complexity, aligning appointment availability with automation, and ensuring operational teams were prepared to support new digital workflows. Attendees will gain practical insight into what it takes to move from a successful pilot to a scaled, enterprise-wide deployment, and how thoughtful sequencing of capabilities, governance, and change management ultimately unlocks the full value of an IVA.

Sponsored By:

Valerie L. Daugherty

Director of Patient Access, Collaborative Health Partners

Bio

Valerie Daugherty is the Director of Patient Access for Collaborative Health Partners, a leading healthcare organization dedicated to improving the health of the communities it serves through accessible, innovative, and patient-centered care. With 20 years of experience in the healthcare field, Valerie has led primary care, immediate care, occupational health, direct primary care and specialty teams, with a strong emphasis on collaboration and a solutions-based approach. Valerie is passionate about implementing efficient, patient-centered systems that improve access, enhance the patient experience, and support team member satisfaction.

Concurrent Session 11

Can We Predict the Future? How AI Helps Fill Up Your Schedules

Thursday – June 4, 2025

1:00-1:35 pm

Improving Patient Access Through Predictive Analytics

Patient access to healthcare services has become increasingly challenging due to a reduction in available providers and resources. One persistent issue we’ve faced is reducing patient no-shows. Despite implementing more frequent calls, texts, and emails, these efforts yielded minimal impact.

This led us to rethink our approach: what if we embraced the likelihood of no-shows instead of fighting it? In collaboration with our Epic analysts, we explored the use of AI-driven predictive analytics to identify patients most likely to miss their appointments. Our pilot focused on screening mammography appointments.

Initially, we set the predictive threshold at 65% but found limited opportunities for double-booking. After adjusting the threshold to 50%, we uncovered more viable slots. Working closely with our technologists, we identified specific timeframes where overbooking could be implemented without overwhelming staff or compromising patient care.

This data-informed strategy has opened new possibilities for optimizing scheduling and improving access, while maintaining operational efficiency.

Judy Mushlitz

Director, St. Luke’s University Health Network

Bio

Judy Mushlitz is the Scheduling Director for a 16-hospital health system in Eastern Pennsylvania and New Jersey. She has been with the organization 23 years and has assisted with the growth of the organization from what started as a community hospital for nearby steelworkers to a health network that encompasses the oldest school of nursing in the country to the area’s first medical school and soon to open Health Sciences University.

Tara Calixto

Manager, St. Luke’s University Health Network

Bio

Tara Calixto is the Scheduling Manager for a 16- hospital health system in Eastern Pennsylvania and New Jersey.  She has been with the organization 10 years and has assisted with the growth of the organization from what started as a community hospital for nearby steelworkers to a health network that encompasses the oldest school of nursing in the country to the area’s first medical school and soon to open Health Sciences University.

Judy Mushlitz

Director, St. Luke’s University Health Network

Judy Mushlitz

Director, St. Luke’s University Health Network

Concurrent Session 12

Before & After Go-Live: Strategies for Successful Communication Platform Adoption

Thursday – June 4, 2025

1:40-2:15 pm

Implementing new technology in healthcare environments is never just about software; it’s about people, processes, and timing. This session explores real-world lessons from recent contact center software upgrades and onboarding additional hospital locations into standardized communication workflows. Attendees will gain insights into the wins and hurdles encountered during these transitions, including strategies for aligning stakeholders, mitigating risk, and ensuring continuity of critical communication. Join us for practical takeaways on planning, execution, and collaboration that can help your organization succeed in its next technology implementation.

Sponsored By:

Heather Myers

Senior Enterprise Sales Director, Spok, Inc.

Bio

Heather Myers is Senior Enterprise Sales Director at Spok, Inc., where she partners with healthcare organizations to improve clinical communication and patient outcomes. With over 20 years of experience in healthcare technology, Heather has driven initiatives in secure messaging, workflow optimization, and patient safety. Her career spans positions at leading companies in mobile communications, contact centers, and critical alert systems. She holds a Master of Science in Management from Georgia Tech and a Bachelor of Science in Biology from UNC Chapel Hill.

Scott Spangenberg

Senior Manager of IT Service Management and Paging Services, Emory Healthcare

Bio

Scott Spangenberg is Senior Manager of IT Service Management and Paging Services at Emory Healthcare, where he drives operational efficiency and reliability across critical communication systems. With over a decade in healthcare IT, he specializes in ITIL-based frameworks, incident and problem management, and technology adoption to support patient care. Scott holds ITIL, HDI Support Center Management, and Six Sigma certifications, reflecting his commitment to service excellence. Passionate about bridging technology and patient outcomes, he partners with clinical and administrative teams to deliver solutions that improve access, responsiveness, and reliability in high-stakes environments.

Concurrent Session 13

AI-Driven Patient Communications: Nebraska Medicine’s Strategy for Scalable Access

Thursday – June 4, 2025

1:40-2:15 pm

Nebraska Medicine partnered with Actium Health to address rising call volumes, long wait times, and the strain on access center staff. By implementing an AI-powered conversational agent, the organization now automates more than 70% of routine inbound calls—providing patients with immediate, 24/7 access to appointment scheduling and information. This session will share how Nebraska Medicine designed, deployed, and optimized this solution, including workflow design, integration with EHR systems, and change-management strategies for frontline teams. Presenters will walk through measurable outcomes such as significant reductions in call abandonment, faster patient access, and improved staff capacity for handling complex, high-value interactions. Attendees will leave with practical learnings they can apply within their own health system, regardless of size or digital maturity.

Pat Michael

Patient Contact Services Director, Nebraska Medicine

Bio

Pat Michael is the Director of Patient Contact Services at Nebraska Medicine, where he leads three integrated contact center operations supporting more than 2.5 million patient interactions annually. With more than 30 years of experience in healthcare operations, performance management, global call center leadership, and patient access transformation, Pat is widely recognized for building high-performing teams and delivering measurable improvements in patient experience, employee engagement, and operational efficiency. Prior to his healthcare career, he ran numerous contact centers, and served as a Navy Air Traffic Controller in Operation Desert Fox and Operation Restore Hope Somalia. Pat lives in Omaha, Nebraska, is married with a 16-year-old daughter, and is an avid Nebraska sports fan.

Matt Kurtz

Ambulatory Access Manager, Nebraska Medicine

Bio

Matt Kurtz is the Manager of the Ambulatory Contact Center at Nebraska Medicine, where he has led operations for the past eight years. A lifelong Omaha native, he brings over 25 years of prior call center experience to the role, specifically in patient satisfaction research and Medicaid transportation. Before his corporate career, Matt served four years in the U.S. Army. When he isn’t focused on patient access and team leadership, he enjoys life in Omaha with his wife, Sue, and their daughter, Marissa.

Break / Exhibits Open

Thursday – June 4, 2026

2:15-2:25 pm

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Concurrent Session 14

Breaking Silos with People, Process and Technology: Turning Marketing Insights into Action at the Contact Center

Thursday – June 4, 2026

2:25-3:00 pm

For years, health systems have struggled to connect marketing intelligence with real-time patient engagement. Franciscan Health, in partnership with Innovaccer, has spent more than three years tackling that challenge head-on. Together, they built and implemented a cloud-based agent desktop powered by a unified Data Activation Platform that brings together insights from the EHR, third-party consumer data, marketing campaigns, and more.

The real innovation wasn’t just aggregating data—it was making it actionable. Learn how Franciscan empowered 60+ engagement center agents with timely, personalized insights to better serve existing patients and connect with prospective ones who hadn’t yet entered the system.

This session will explore the people, process, and technology strategies that bridged the long-standing gap between marketing and operations—driving measurable results including over $25 million in total value, 39,000 additional annualized PCP visits, and improved call performance.

Join us to see how breaking silos can transform both patient experience and organizational outcomes.

Jeremy S Shultz

Director, Customer Relationship, Franciscan Health

Bio

Bio coming soon

Mitchell Holdwick

Director, Consumer Transformation, Innovaccer

Bio

Mitch Holdwick is a results-driven marketing professional specializing in healthcare strategy and consumer engagement. In his role at Trinity Health’s Michigan region, Mitch led innovative initiatives that repositioned the marketing function from cost-center to strategic growth engine — including a campaign that accelerated patient conversion timelines and clearly demonstrated ROI.

With a deep understanding of the evolving healthcare consumer and the digital tools needed to reach them, he’s spoken on topics such as precision marketing, omni-channel campaigns and nurturing the consumer journey across systems.

As a speaker, Mitch blends real-world results with actionable take-aways, helping audiences see how marketing can drive both improved patient outcomes and organizational performance.

Concurrent Session 15

Enhancing Patient Experience with Omnichannel Care

Thursday – June 4, 2026

2:25-3:00 pm

OSF OnCall Contact Center partnered with OSF Primary Care to create an omnichannel experience that prioritizes patient convenience and operational efficiency. OSF OnCall utilizes SymptomScreen to ensure patients receive the right care, at the right time. By optimizing the SymptomScreen workflow, multiple care pathways were introduced, including Virtual Urgent Care, specialty care for patients already connected to providers, and trusted resources like the CDC, when primary care access was limited. Non-clinical staff were empowered to work at the top of their scope, achieving first call resolution by presenting choices and guiding patients to the right level of care during the first interaction.

To further enhance efficiency, organization approved standing orders were embedded within Schmitt-Thompson guidelines, allowing nurses to utilize them consistently and confidently. This streamlined approach also provided patient options, increased utilization, and empowered nurses to work at the top of their scope.

The impact included increased first call resolution, reduced triage call volume, and improved patient experience. This session will highlight how workflow redesign and evidence-based tools can elevate patient access, optimize care delivery, and drive operational excellence across clinical and non-clinical teams.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Kayla Fiddes

Digital Care Manager of RN Triage, OSF OnCall

Bio

Kayla Fiddes is the Digital Care Manager of RN Triage at OSF OnCall. She began her nursing career in 2014 at the Children’s Hospital of Illinois at OSF HealthCare, where she worked on an inpatient pediatric unit as a bedside nurse and Primary Charge Nurse before transitioning to the outpatient Pediatric Surgery Clinic.
In 2022, Kayla joined OSF OnCall as Supervisor of RN Triage, and in 2024, she stepped into her current role as Manager of RN Triage. Today, she leads initiatives that use digital health innovations to improve patient care, clinical outcomes, and efficiency.
Kayla completed her Bachelor of Science in Nursing (BSN) at Saint Francis Medical Center College of Nursing.

Jake Light

Manager of the Non-Clinical Contact Center, OSF OnCall

Bio

Jake Light serves as the Manager of the Non-Clinical Contact Center team at OSF OnCall. He began his career at OSF as a Ministry PI Specialist, contributing to a variety of projects and innovative process-improvement solutions. He later transitioned into the role of Strategic Program Manager, collaborating with leaders across the organization to advance key strategic initiatives.
In 2023, Jake joined OSF OnCall as the Manager of the Contact Center, where he focuses on enhancing patient satisfaction, improving operational efficiency, and expanding access for those we serve.
Jake holds a Bachelor of Business Administration degree from Robert Morris University.

Concurrent Session 16

Bring Your Human to Work: A Trust-Based Approach to Staffing, Training, and Engagement

Thursday – June 4, 2026

3:05-3:40 pm

In a field where retention strategies often rely on surveillance and micromanagement, I offer a different perspective. At Upstate Connect, our motto is “bring your human to work.” We recognize that personal life doesn’t pause at the door—and we build our culture around that truth. I don’t monitor keystrokes or screen time. I trust professionals to be professionals. Yes, we track productivity, but in meaningful ways: calls in queue, time in ready, disconnect durations, answer speed, and call length. When someone struggles, we start with “why?” and ask, “what do you need?” This isn’t a free-for-all—it’s a workplace built on trust, empathy, and accountability. The result? Zero percent turnover in two years. While that streak may eventually end, it won’t be because of our culture. Even those who’ve left have found success elsewhere, and we celebrate that. We’re growing our client base and keeping our team strong. That’s worth talking about.

Jacqueline Pilon

Manager, SUNY Upstate Medical University

Bio

Jacqueline Pilon has served SUNY Upstate Medical University for 25 years in a variety of roles. She currently manages Upstate Connect, a 25-person call center that functions as both a hospital switchboard and a medical answering service. Her team plays a vital role in patient care coordination and also dispatches medical emergencies across two hospital campuses, ensuring rapid response and continuity in critical situations.

Kelly Swenson

Amtelco

Bio

Celebrating a decade of stewardship with Amtelco, Kelly Swenson brings a people-first perspective to the evolving world of healthcare technology and communication. Her experience spans healthcare IT implementation, team leadership, and building trusted client relationships and strategic partnerships with health systems across the country. Through her work with Amtelco’s integrated contact center solutions, Kelly has helped organizations improve communication workflows, operational efficiency, and staff engagement.
As a speaker, Kelly draws from real-world experience leading teams, guiding complex implementations, and collaborating with healthcare leaders. Join her in exploring how trust, authenticity, and human connection can transform both employee experience and patient outcomes.

Concurrent Session 17

From Hello to Handled: AI Agents That Transform Contact Center Performance

Thursday – June 4, 2026

3:05-3:40 pm

Enterprise health systems like Inova Health are demonstrating how AI Agents can transform patient access by streamlining some of the most common and costly contact center call drivers. This session will explore how Inova is leveraging Responsible AI Agents to support appointment scheduling, referral management, provider matching, general inquiries, and message routing, while reducing unnecessary manual work for contact center teams.

Attendees will gain insight into both the successes and challenges behind these implementations, including the operational readiness, governance considerations, and staff training required to ensure Agentic AI serves as an accelerator rather than a disruption. We’ll also highlight the highest-impact ROAI (Return on AI) use cases, from reducing call abandonment rates to improving appointment conversion and accelerating resolution times without increasing headcount.

This session gives leaders a practical and transparent look at what it takes to deploy AI Agents responsibly across complex contact centers. They will leave with a clear understanding of where Agentic AI fits, what to expect during rollout, and how to replicate the measurable results achieved at a nationally respected health system.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Steve Smith

Assistant Vice President, Enterprise Contact Center & Clinical Access, Inova Health

Bio

For nearly five years, Steve Smith has served as the Assistant Vice President of Enterprise Contact Center & Access at Inova Health System in Northern Virginia. Inova, a five-hospital integrated health system, was recently recognized as the 2025 Press Gainey Health System of the Year—a testament to committed excellence in healthcare. Before joining Inova, Steve held leadership roles across several well-known organizations outside the healthcare sector, including the Walt Disney Co, Under Armour, and Total Wine & More. These experiences provided him with a diverse perspective on operational excellence and customer service. At Inova, one of his notable achievements was leading the integration of Hyro AI with NICE CXone (cloud-based phone system) and Epic Cheers CRM. This initiative was designed to improve patient access and elevate the overall experience for everyone who relies on Inova’s services. A key priority for Steve in his current role is maintaining daily communication and collaboration with both Operational and Technical partners. This ongoing teamwork is vital as Inova pursues innovative ways to enhance access through automation, always keeping the patient experience at the forefront in a friendly and supportive manner.

Brennan Stratton

VP Enterprise Sales, Hyro

Bio

Brennan Stratton is the VP Enterprise Sales for Hyro, partnering with leading health systems to improve patient access and reduce complexity across the patient journey through responsible AI and automation. Prior to joining Hyro, Brennan has spent the past 16+ years in healthcare IT and digital health, including sales and account management leadership roles at WebMD Ignite, Elsevier, and McKesson

 

Break / Exhibits Open

Thursday – June 4, 2026

3:40-3:50 pm

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Concurrent Session 18

From Wait Times to Real-Time: How AI Supported Improved Humanized Patient Support

Thursday – June 4, 2026

3:50-4:25 pm

The Problem: Reactive, High-Cost Support 

Our Peritoneal Dialysis (PD) Tech Support team faced increasing demand, long wait times, and avoidable device swaps that created operational strain and potential delays in patient care. The root causes were familiar: outdated QA processes, inconsistent coaching, and a largely reactive service model.

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Jason Mercer-Pottinger

Senior Director, Vantive Healthcare

Bio

Jason Mercer – Pottinger (JMP)  is an internationally recognized customer contact center executive.  Specializing in Healthcare and direct to patient services. 

Jason has been with Vantive for the last 19 years and with the last 12 being based out of their Global headquarters in Deerfield Illinois. 

Jason is the Senior Director for the Americas Customer Care organization. His team provides support to both Customer and Patients across the region who are utilizing our dialysis solutions for both in-center and at home dialysis. 

Concurrent Session 19

The Shift from Workforce Management to Workforce Experience

Thursday – June 4, 2026

3:50-4:25 pm

Some leaders view Workforce Management (WFM) solely as a scheduling or staffing function, but in a healthcare contact center, an effective WFM strategy actually boosts employee engagement, satisfaction, and performance—not just productivity.

At Maimonides Health, WFM is not viewed as control — but as empowerment. Our employee engagement approach emphasizes employee well-being and flexibility, supporting balance and predictability. It is proactively planned based on employee input, which genuinely enables choice and autonomy.

This session explores how Maimonides actively planned and implemented WFM based on employee input, genuinely enabling choice and autonomy. It covers employee engagement involvement, communication planning, and lessons from implementation — all framed through Maimonides’ real experience.

Sponsored By:

Martin Quinn

Director, Consumer Access Strategy, Valley Health System

Bio

Martin Quinn serves as the Director of the Appointment Scheduling Contact Center at Maimonides Health, overseeing scheduling for 25 clinical areas, as well as the ED and inpatient discharge outreach initiatives. He champions technology to bridge the gap between patient expectations and healthcare services, facing unique challenges along the way. Martin’s leadership philosophy is built on continuous learning and empowering his team to deliver exceptional patient experiences.

Frances Horner

President, VoC Consulting Group

Bio

Frances Horner, President of VoC Consulting Group, guides organizations in reaching their goals through insightful data analysis and effective customer journey strategies. She has advised healthcare leaders—including Maimonides Health, Mount Sinai Medical Center, University Hospitals, Jefferson Health, and Luminis Health. As a well-respected thought leader, she is dedicated to creating and executing truly exceptional patient experiences.

Concurrent Session 20

Beyond Scheduling: How Compatibility Improves Access and Experience

Thursday – June 4, 2026

4:30-5:05 pm

Scheduling is only the starting point for patient access. What truly shapes the experience is whether the patient feels understood and connected to their provider. When compatibility is built into the process, trust begins before the first appointment. This session introduces the Seven C’s framework—Connection, Compliance, Communication, Confidence, Contentment, Commitment, and Consequence—as a practical way to personalize access and improve outcomes. Using real-world data and survey insights, we will explore how matching patients and providers based on preferences and communication styles can reduce friction, increase adherence, and strengthen retention. Attendees will learn why compatibility matters, how it impacts both patient satisfaction and operational performance, and what steps organizations can take to move beyond basic scheduling toward scalable, data-driven solutions that make every interaction count.

Bob Waddell

Co-Founder, MD MatchUp

Bio

Bob leads the MD MatchUp team and is focused on helping healthcare networks acquire new consumers, retain current patients, grow service line volumes and drive downstream revenue through better patient+provider relationships. His previous experience includes working for marketing communications agencies in Kansas City, Cleveland and Omaha. Bob has built a wealth of experience driving strategy for consumer campaigns with numerous health systems across the country. Previous conference speaking experience includes HITMC, SHSMD, HIMSS, HCIC and more.

Matt McCahill

Regional Director of Digital Marketing, CommonSpirit Health

Bio

Matt McCahill is the Regional Director of Digital Marketing for the Central Region at CommonSpirit Health, bringing 25 years of experience to the role. He holds a BFA from the University of Nebraska at Omaha and an MFA from Bellevue University. His expertise guides CommonSpirit Health’s digital marketing strategies across a significant geographic area, including Nebraska, Iowa, Minnesota, North Dakota, Nevada, and Arizona. Matt has a passion for the online patient experience and improving the functionality that patients want and need.

Concurrent Session 21

Efficiency and Empathy: How AI + Humans Deliver Consistent Outcomes

Thursday – June 4, 2026

4:30-5:05 pm

Healthcare call centers don’t fail at answering, they fail at completing. Whether AI is involved or not, patients repeat themselves at handoff, staff re-ask questions, and “handled” calls quietly fail to reach the goal. Keona Health and Southeast Medical Group will share how they redesigned around three principles: Context Preservation (no one starts over), Channel Coordination (one set of rules across phone, web, and portal), and Completion Metrics (measure outcomes, not just activity).

You’ll hear implementation stories at different maturity levels, where AI added scale, where humans stayed best for complexity, and what made handoffs succeed: a single source of truth, consistent provider rules, and warm transfers with full history. We’ll show documented results (training time compressed, doubled volume without new headcount, near-perfect scheduling accuracy) and the operational foundations behind them.

Leave with four tools you can use Monday: a Context Preservation Checklist, a Channel Coordination Assessment, a Completion Rate Calculator, and a simple Call Center Maturity Model. This is peer-to-peer implementation truth: useful whether you’re AI-curious or building the groundwork first.

Sponsored By:

Oakkar Oakkar

CEO, Keona Health

Bio

I’m the CEO and co-founder at Keona Health. I am a software developer by training, and my background is in machine learning, natural language processing and of course all things AI.

I was born in Myanmar, formally known as Burma. When I was growing up, the country went through a full out revolution and a lot of young people got killed. I was very fortunate to get out of the country and come to America to pursue my childhood dream. I am truly grateful to work with my amazing team here at Keona Health because we love our mission to improve patient care by streamlining the staff experience at your call center. We believe that your call center is a very first place you create a meaningful relationship with your patients and our healthcare CRM is at the core of this relationship building. That is the reason why we have built our Agentic AI from the ground up with our CRM as a primary source of intelligence. We have been around for 15 years positively impacting more than 20 million patient lives.

Sarah Jackson

Vice President, Operations and Revenue Cycle Optimization, Southeast Medical Group

Bio

I am a native of Iowa with extensive experience in healthcare operations and revenue cycle optimization. I currently serve as VP of Operations and Revenue Cycle Opitmization at Southeast Medical Group.  Previously, I’ve served as the Chief Operations Officer for clinics under MSO. My responsibilities have included overseeing organizational operations, developing policies and procedures, shaping organizational strategy and marketing, managing human resources, and ensuring a strong leadership presence. I have collaborated closely with both boards of directors and executive teams to deliver a wide range of specialized management functions crucial for efficient operations in an evolving healthcare landscape. I am passionate about driving positive change and am dedicated to contributing to the continued success and growth of the organizations I serve.

Dee Dee Sung

Director, Patient Experience & Support Center, Southeast Medical Group

Bio

Dee Dee Sung is a healthcare business strategy and operations leader with extensive experience across provider organizations and health plans. She currently serves as the Director of Patient Experience and Support Services at Southeast Medical Group, where she spearheads enterprise-wide strategy and operations for the end-to-end patient journey and centralized support center. In her role, she has driven improvements in access including a 30% increase in patient access and advancing adoption of a new scheduling system. Through a focus on building a high performing team, a data-driven approach and scalable service excellence, she leads several optimization efforts that includes leveraging AI to increase efficiencies and driving performance improvements that elevates our patient experience.

Networking Cocktail Party

Join us for Happy Hour on the Terrace

As the sun sets on another productive day at the Healthcare Contact Center Conference, we invite you to unwind and mingle with fellow attendees at our Happy Hour on the Terrace!

Come enjoy refreshing drinks, delicious snacks, and engaging conversations. It’s the perfect opportunity to relax, network, and build valuable connections with other professionals in the healthcare contact center industry.

Thursday – June 4, 2026

5:05-5:45​ pm

Sponsored By:

Friday

Breakfast / Exhibits Open

Friday – June 5, 2026

7:30-8:30 am

Sponsored By:

Morning Session Welcome

Friday session opening and welcome

Friday – June 5, 2026

8:30-8:35 am

Derek Lok

HCCT

Bio

Derek is Vice President of Healthcare Contact Center Times, the nation’s leading source of information for healthcare contact and call center managers. HCCT discusses such crucial topics as strategically positioning your call center for maximum advantage in today’s competitive healthcare environment, operating your call center as your organization’s “front face” to the public, and effectively marketing your call center to external and internal audiences. With each issue we keep healthcare call and contact center professionals across the country up-to-date on the latest trends and current news. For nearly twenty years, Derek has also worked in planning the HCCT Annual Conference. Derek lives with his family in Roswell, Georgia. Outside of the office, Derek may often be found taking advantage of Georgia’s beautiful nature and outdoor activities. Derek is a golfer and proud Georgia Bulldog.

General Session 22

How Virtual Rounding Transforms Healthcare Contact Centers

Friday – June 5, 2026

8:35-9:20 am

This presentation will explore practical strategies for applying leader rounding in a virtual healthcare setting and demonstrate how the same principles scale seamlessly to physical, onsite operations. We’ll focus on its impact on team engagement, communication, and operational efficiency within scheduling teams. In a remote world, leader rounding becomes a deliberate, structured approach where leaders use digital tools to regularly connect with staff—building trust, gathering feedback, and addressing concerns proactively.

By adapting this practice to telework realities and aligning it with organizational priorities such as patient experience, staff satisfaction, and workflow optimization, we show how consistent, intentional virtual interactions can drive measurable improvements. Importantly, these methods are not limited to virtual teams—they translate effectively to onsite environments, reinforcing a culture of connection and accountability across all work settings.

Cassie Crary

Manager Mayo Clinic

Bio

Cassie Crary is an experienced healthcare leader at Mayo Clinic with more than 19 years of progressive leadership across patient access, clinical operations, laboratory services and pathology, research, and international appointment coordination. As a Manager in the Office of Access Management, she supports multiple scheduling supervisors. She specializes in workflow optimization, scheduling redesign, and cross-functional team development—consistently driving improvements in accuracy, turnaround times, and patient experience. A dedicated mentor and educator, Cassie holds a Bachelor’s and Master’s degree in Business Administration and serves with the academic rank of Instructor in Healthcare Administration. She has presented nationally, contributes to enterprise committees, and actively volunteers across the organization.

Missy Bowman

Manager, Mayo Clinic

Bio

Missy Bowman is an accomplished healthcare leader with over 24 years of experience in health care and clinical operations management at Mayo Clinic. As Manager in the Office of Access Management, Missy supports multiple scheduling supervisors and leads initiatives to improve patient access, staff engagement, and operational efficiency. Missy is recognized for her collaborative leadership, change management expertise, and commitment to quality improvement. She has presented nationally and internationally, served on enterprise committees, and contributed to peer-reviewed publications. Missy holds a Bachelor of Science degree and currently completing her Master of Business Administration.

KEYNOTE

Friday – June 5, 2026

9:20-10:10 am

Strong technology platforms aren’t enough. Great leadership alone won’t solve it. Even your best contact center software is just a foundation. But when operations, technology and leadership work in sync? That’s when your contact center moves from isolated wins to enterprise-level impact. How do you create this alignment in a healthcare contact center, where complexity is the norm and technology must serve both staff and patients? Ed Marx will share six success factors he discovered while serving as CxO across three best-in-class organizations: Vision & Governance, Intentional Relationships, Scaling Leadership, Shared Performance Objectives, Cross-Pollination, and Business Integration. The thread that connects them all? Technology that cares about the people using it.

Ed Marx

Marx Advisory

Bio

The youngest child of Holocaust survivors, Ed moved to the United States at age 10. At 16, he served as a medical clinic janitor where he discovered his healthcare calling. Ed took successive positions as combat medic, anesthesia tech, strategic planner and technology manager. He quickly learned how the convergence of clinical, business and digital saved lives. His passion ignited, he jumped feet first into technology and operations in the C-Suite of Cleveland Clinic, NYC Health & Hospitals, Texas Health Resources and University Hospitals. 

 

Intermixed, Ed served the supplier side as well. He was CEO for consulting firm Divurgent, global CDO for Tech Mahindra Health & Life Sciences and CIO of the Advisory Board. Concurrently, he served 15 years as an Army combat engineer officer and combat medic. Today, Ed is focused on his own advisory practice.

Ed does a fair amount of speaking, writing and podcasting. He authored healthcare bestsellers including “Voices of Innovation” and “Healthcare Digital Transformation”. He is currently writing a book for Mayo Clinic on “Patient Experience” and “Voices of Innovation – Payers”. His podcast “DGTL Voices” is “Top 3%” globally. His Blog, CEO Unplugged, surpassed 1M views. Ed recently started a YouTube channel to expand his audience.

 

Most importantly, Ed is husband to Simran who holds a Doctor of Nursing (DNP). They love to dance and climb mountains. They have 5 grown children and 4 grandchildren. To stay fit, he is captain of TeamUSA Triathlon.

For more career information you can find me:

Twitter https://twitter.com/marxtango

LinkedIn https://www.linkedin.com/in/edwardmarx/

Website https://www.marxadvisory.com/

YouTube https://www.youtube.com/channel/UCGWmQaZ_rfAUcTqHER4EzmQ

Break / Exhibits Open

Friday – June 5, 2026

10:10-10:25 am

Sponsored By:

2024SilverSponsor_Parlance_Logo_HCCTConference

Panel Discussion

Human + AI: Redefining Service, Trust and Experience in Healthcare Contact Centers

Friday – June 5, 2026

10:25-11:15 am

Let’s wrap up #HCCT26 with a forward-looking conversation on what AI means for the future of healthcare contact centers. Our panelists will discuss the most important ideas and innovations that came up during the conference. From automation to augmentation, AI is reshaping how contact centers operate, how patients experience access and how teams deliver service. During the panel, we’ll discuss emerging models for AI-human collaboration, the impact on workforce morale and how leading organizations are navigating change.

Danny Fell

Health Systems Practice Lead, Unlock Health 

Bio

Daniel Fell has over thirty years of healthcare marketing and advertising experience working with some of the largest healthcare brands in the country. Nationally recognized for his writing and speaking on topics ranging from healthcare ratings and rankings to digital health strategies to AI, Danny’s articles have appeared in HealthLeaders, Modern Healthcare, Strategic Health Care Marketing and the Journal of Healthcare Management among others. He is the co-author of A Marketer’s Guide to Market Research and a member of the editorial advisory board of eHealthcare Strategy and Trends. In 2012, Dany was honored as the first recipient of the John A. Eudes Vision & Excellence Award for his contributions to digital marketing and thought leadership.

Scott Merritt

Patient Experience Architect, CDW

Bio

Scott Merritt is a Patient Experience Architect with more than 20 years of experience in healthcare operations, contact center strategy, and emerging technologies. As a U.S. Navy veteran, he brings a mission-driven approach to healthcare transformation, grounded in reliability, accountability, and measurable execution. At CDW, Scott focuses on modernizing patient access through cloud contact centers, digital front doors, and deep integration with clinical and administrative systems. His recent work centers on Agentic AI in healthcare, designing intelligent, goal-oriented systems that can autonomously handle routine patient interactions, support staff decision-making, and reduce operational friction while maintaining compliance and trust. Scott is passionate about moving beyond AI hype to deliver responsible, scalable innovation that improves both patient experience and organizational performance.

Jason Lesandrini

Assistant Vice President of Ethics, Wellstar Health System

Bio

Jason Lesandrini, PhD, FACHE, HEC-C, LPEC

Jason is an ethicist and leader with over two decades of experience in clinical, research, and organizational ethics. He serves as Assistant Vice President of Ethics at Wellstar Health System, where he leads ethics, advance care planning, spiritual health, and language access services across an 13-hospital system. Jason holds faculty appointments at Georgia Tech, Mercer University, and South College, and serves on national bodies including the American Board of Medical Specialties Ethics and Professionalism Committee. He earned his PhD in Healthcare Ethics from Duquesne University and is widely published and has presented on ethics internationally.

Kathrin “Kat” Zaki

Managing Associate, Benesch

Bio

With a focus on digital health and life sciences, Kat works closely with innovative providers in shaping the future of healthcare. Her unique knowledge, rooted in a diverse range of professional experiences, encompasses extensive research on models of care delivery, data privacy issues and barriers to care access. She is a dedicated advocate for disability rights and healthcare advocacy.

Kat’s practice includes a particular focus on telehealth initiatives, where she demonstrates specific proficiency in advising clients in the remote patient monitoring and chronic care management space. Her comprehensive approach is informed by evaluating cutting-edge SaaS programs that leverage technology to monitor patient health remotely. She regularly counsels clients on implementing new technologies in compliance with existing regulatory and privacy considerations.

In addition to her private sector experiences, Kat has gained valuable insights in the state and federal government sectors through externships at the U.S. Department of Health and Human Services, the Massachusetts Health Policy Commission and a high-growth biotech startup. Her exposure includes navigating the dynamic landscapes of government policies and emerging biotech ventures.

Closing

Friday Conference Closing & Farewell

Friday – June 5, 2026

11:15 am

Derek Lok

HCCT

Bio

Derek is Vice President of Healthcare Contact Center Times, the nation’s leading source of information for healthcare contact and call center managers. HCCT discusses such crucial topics as strategically positioning your call center for maximum advantage in today’s competitive healthcare environment, operating your call center as your organization’s “front face” to the public, and effectively marketing your call center to external and internal audiences. With each issue we keep healthcare call and contact center professionals across the country up-to-date on the latest trends and current news. For nearly twenty years, Derek has also worked in planning the HCCT Annual Conference. Derek lives with his family in Roswell, Georgia. Outside of the office, Derek may often be found taking advantage of Georgia’s beautiful nature and outdoor activities. Derek is a golfer and proud Georgia Bulldog.

Get In Touch

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Email DLok@HCCTConference.com, or call the HMR Publications Group at 770-457-6106 for more information