February 24 Friday Morning (UTHSCSA Emergency Department Conference Room all events) 7:30-8:00 Continental Breakfast (provided)

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Second Annual Meeting of the Collaborative Care Learning Network February 23-25, 2017 University of Texas Health Science Center San Antonio San Antonio, Texas February 23 Thursday Afternoon Preconference Workshop (UTHSCSA Emergency Department Conference Room) 2:30-5:30 Preconference Workshop Introduction to Collaborative Care The preconference workshop is designed to warmly welcome newcomers into the Collaborative Care Learning Network. Of course, everyone else is welcome, too! The workshop is a great way to learn about collaborative care, make new friends, and establish shared foundations for the meeting. During the workshop, mentors with experience in collaborative care will facilitate group discussions and simulations. A copy of the Field Guide to Collaborative Care (Paul Uhlig and Ellen Raboin, 2015) will be provided to all participants. The workshop will highlight essential principles of collaborative care and connect new attendees with supportive colleagues. There is no extra cost for the workshop. Thursday Evening Registration and Opening Reception (Omni Hotel at the Colonnade) 7:00-9:00 Meet and Greet Event (Lobby Bar) - Hosted by Planning Committee February 24 Friday Morning (UTHSCSA Emergency Department Conference Room all events) 7:30-8:00 Continental Breakfast (provided) 8:00-8:10 Welcome/Convene - Luci Leykum and Paul Uhlig 8:10-8:30 Welcoming Exercise - Facilitators Ellen Raboin and Ron Estrella 8:30-9:20 Opening Keynote Address Joanne Schwartzberg, MD Scholar-in-Residence, ACGME "Our Pioneering Days are New Again" Joanne Schwartzberg continues to serve as an active contributor and Scholar-in- Residence at the ACGME. Joanne and her ACGME colleague, Bud Baldwin, were pioneers in establishing collaborative care in their respective fields of Gerontology (Joanne) and Pediatrics (Bud). Joanne will talk about these early experiences with collaborative care, 1

reflecting about lessons learned and what the future may hold including promising benefits and unsolved challenges of this still-pioneering work. Joanne will also talk about connections between collaborative care and new initiatives of the ACGME to enhance resilience and provider wellbeing. 9:30-11:30 Collaborative Care Program Presentations Morning Moderators Lorri Zipperer and Carrie Eckart Each team will describe their collaborative care initiative, invite audience members to participate in simulations that will bring their work to life, discuss successes and describe unsolved challenges, show outcomes data if available, and guide interactive audience discussions. 9:30-10:20 Hospital Medicine/Academic Teaching Service Care Team, University Hospital, San Antonio, Texas 10:20-10:40 Break 10:40-11:30 Hospital Medicine/Academic Teaching Service Care Team Michael Barnes MD, Beaumont Hospital, Royal Oak, Michigan 11:30-12:00 "Essentials of Collaborative Care" Facilitators Jane Taylor and Jeff Brown The goal of this facilitated group discussion is to build from many experiences in the room to create a Things that Matter Checklist" about collaborative care that we will refine throughout the meeting as we watch, listen, and reflect together from our perspectives as patients, family members, carers, care providers, and researchers considering and highlighting what is unique and meaningful about collaborative care that is essential and deserves thoughtful attention. Friday Afternoon (UTHSCSA Emergency Department Conference Room all events) 12:00-1:00 Lunch (provided) 1:00-1:50 Interprofessional Simulation with Active Patient and Family Voice Mary Koehn PhD and Erin Doyle BSN, HealthSim United, Wichita, Kansas Active engagement of patients and families in all aspects of care and decision making is a foundational principle of collaborative care. Mary and Erin will demonstrate how HealthSim United weaves this principle into every interprofessional simulation activity. 2

1:50-4:30 Collaborative Care Program Presentations Afternoon Moderators Jennifer Ramos and Sean Moore Each team will describe their collaborative care initiative, invite audience members to participate in simulations that will bring their work to life, discuss successes and describe unsolved challenges, show outcomes data if available, and guide interactive audience discussions. 2:00-2:45 Outpatient Interprofessional Student Clinic Ellen Luebbers MD MS and Mary Dolansky PhD RN Case Western Reserve, Cleveland, Ohio 2:45-3:00 Break 3:00-3:45 Inpatient Pediatric Medicine Teaching Service Irini Kolaitis MD Lurie Children s Hospital, Chicago, Illinois 3:45-4:30 Community Hospital Inpatient Cardiac Surgery Maggie Hitzeman PharmD and Angie Bogart ARNP Salina Regional Health Center, Salina, Kansas 4:30-5:00 What Have we Seen, Felt, and Heard? Facilitators Jane Taylor and Jeff Brown This reflective session will continue developing the Things that Matter Checklist" that was started earlier in the day. The goal of this session is to enrich and deepen the "Things that Matter Checklist" based on the presentations and discussions we have had throughout the day. The session will utilize a small group/large group discussion format to reflect collectively on what was seen, heard, and felt during the program presentations. The Things that Matter Checklist will be refined and examples from the presentations will be highlighted as part of the discussion process. 5:00-5:15 Special Presentation: First Footprint Award 2017 Presented by Paul Uhlig and Ellen Raboin The First Footprint Award honors people who have made important early contributions to the establishment of collaborative care in their care environments. Recipients of the First Footprint Award for 2017 are Kana Kornsawad and all members of Team Awesome for their dedicated work implementing collaborative care on the Hospital Medicine Service at University Hospital in San Antonio, January 2015. 5:15-5:30 Restaurant Choices and Transportation Planning for Group Dinners Facilitator Rebecca Eschete of CE Group 5:30 Adjourn for Group Dinners 3

Friday Evening 6:30-9:00 Dinner in small groups at various San Antonio restaurants Reservations will be made at several San Antonio restaurants for tables of 5-6 people. People will form into dinner groups and make transportation arrangements together at the end of the meeting day on Friday, facilitated by Rebecca Eschete of CE Group. Dinner and transportation costs will be the responsibility of each person. February 25 Saturday Morning (UTHSCSA Emergency Department Conference Room all events) 7:30-8:00 Continental Breakfast (provided) 8:00-8:10 Welcome/Reconvene 8:10-8:30 Appreciation Exercise Facilitators Ellen Raboin and Ron Estrella We will begin this last day of by taking time to invite people to connect with and thank others whose presence and contributions have been particularly meaningful to them during the meeting. 8:30-9:30 Patient and Family Perspectives Moderators Sean Garcia and Irini Kolaitis Collaborative care is best differentiated from traditional care by the deeper ways that patients, families, and health professionals relate and connect. As these connections develop, new relationships have the effect of shifting the focus of care from medical interventions, to restoring and enriching lives of everyone involved in reciprocal ways. 4

This session is about establishing these connections and building care environments supporting their growth actively engaging patients and families at a program level and in everyday care routines. 8:30-9:15 Establishing and Sustaining a Patient Family Advisory Council Erika Bowen and Members of the University Hospital PFAC University Health System, San Antonio, Texas 9:15-9:30 Healing Together in a Circle of Trust Lonnie Stetina (patient family member) with Paul Uhlig Salina Regional Health Center, Salina, Kansas 9:30-10:00 2-Minute Pearls Collaborative care is built from nuances and learning. In this session, people engaged in the journey of establishing collaborative care offer thoughtful 2-minute Pearls about insights they are finding: Guiding the Process Managing Time Engaging Patients and Families Organizing for Teamwork Gaining Acceptance Leadership for Collaborative Care Fitting In within the Larger Organization Measuring and Sharing Results The Discipline of Team Reflection Teaching in Collaborative Care Orienting Newcomers Moving Between Worlds 10:00-10:20 Break 10:20-10:30 Pecha Kucha Social Fields by Paul Uhlig and Ellen Raboin 10:30-11:30 Research Approaches for Collaborative Care Moderators Jackie Pugh and Joann Paul The long-term success of collaborative care as a transformational movement in health care depends on objective evidence of outcome improvements, and growing understanding of its differentiating factors through careful research. This session looks at two research projects designed specifically for collaborative care, in San Antonio and Wichita. 5

10:30-11:00 San Antonio Project University of Texas Health Science Center San Antonio Sean Moore, Jenifer Ramos, Ron Estrella, Erika Bowen, Temple Ratcliffe 11:00-11:30 Wichita Project Kansas University School of Medicine-Wichita Pilot Study of Research Methods for Collaborative Care - Way Cool X-Team Jeff Brown, Cindy Dominguez, Lorri Zipperer, Ellen Raboin, Paul Uhlig 11:30-12:00 Closing Conversations What can we see now with even greater clarity? Facilitators Jane Taylor and Jeff Brown What can we see now with even greater clarity about collaborative care from our time together? This closing session will be an opportunity for people to say thank you for especially meaningful moments and interactions, and to collectively reflect about the meeting What have we learned about collaborative care? What was especially meaningful? What should we do again? What could be changed or strengthened? The meeting will have an enduring impact for many people, and leave a legacy. An appreciative, evaluative closing session will help create pathways to a new lasting future. 12:00-2:00 Lunch (provided) and informal networking time All Although not everyone will be able to stay for this closing time together, it will be important for many. This will be a good time to connect, reflect, appreciate one another for all the work, ideas, and helpful relationships that went into the success of the meeting, and to plan for future meetings together. 2:00 Adjourn Hooray! We did it! :) A New World Waiting! 6