The Venue

Events On Jackson, is the perfect mix of upscale flair and historic charm. Located in the heart of downtown Phoenix’s Warehouse District, the area offers an eclectic mix of galleries, restaurants, all while being steps away from two of the city’s largest sporting venues.

The Sessions

This year’s Summit offers a unique opportunity to connect with fellow healthcare leaders. Customers will share their unique use cases, how they’ve used technology to drive value in their organization and offer best practices. Participate in peer workshopping and one-on-one time with consultants to apply Summit learnings long after our in-person time ends. Join us for private dining, networking, and fun. We look forward to seeing you there! Please register today, as space is limited.

We will also offer breakout sessions to give attendees a chance to collaborate with peers based on the products they use (Scheduling, Clinical Communications, and Operator Console) and care settings (Ambulatory, Acute).   

Agenda

Note: Speakers and topics subject to change. 

8:00am – Arrive 

8:30am – Presentations Begin 

Main Stage Presentations 

Welcome/Kickoff: 
Kelly Conklin, Chief Customer Officer, PerfectServe 

Setting the tone for our first ever PerfectServe Summit, Kelly will welcome our attendees, orient everyone to how the day will proceed, and offer reminders.  

Stronger Together: How Unified Platforms Are Powering Smarter Healthcare 
Jamie Grau, Care Communications Manager 
Jasmin Young, Director, Program & Initiatives, Summit Health 
Dr. Nick Perkins, Chief Clinical Analytics Officer, Prisma Health 

These healthcare leaders have a broad strategy to consolidate vendors and unify communication methods across their organizations. They’ll share how the united platform impacts various day to day workflows at their organizations, how providers have responded, and how they’re accelerating speed to care.  

PerfectServe’s AI Roadmap 
Ben Moore, Chief Innovation Officer, PerfectServe 

Ben will give attendees an exclusive look at how PerfectServe is leveraging AI to support its mission of streamlining scheduling, call routing, and patient engagement.  

Strategic Implementation for Smarter Care 
Dr. Carlo Hallak and John Gaede, San Juan Regional Medical Center 

San Juan Regional Medical Center recently chose to partner with PerfectServe to streamline their communication and on-call scheduling. They’ll share why they chose to pursue a united platform, why they made vendor consolidation a priority, and what metrics they’re tracking to ensure success.   

Answering the Call: How Operator Console is Transforming Communication at Ascension   
Jamie Grau, Care Communications Manager 
Duncan Harris, Product Manager, PerfectServe 

Ascension has a broad strategy to consolidate vendors and unify communication methods across it’s large health system. Jamie will share how they are leveraging PerfectServe, including its Operator Console, to achieve their goals. Hear how the team is navigating this transformation and the measurable benefits the platform is delivering across care settings. Duncan Harris will add color around PerfectServe’s mission around operator console, what we have accomplished thus far, and what the future holds. 

Drafting Your Integrations Blueprint 
Alex Carson, Integrations and Analytics Product Manager 
Kevin Johnson, Integration Operations Manager, PerfectServe  
Dr. Nicholas Perkins, Chief Clinical Analytics Officer, Prisma Health 

Summit attendees overwhelmingly told us they wanted to learn about integrations, so we’ve invited our experts to deliver just that. Kevin and Alex will share their foundations of building an integrations strategy based on their vast experience. Prisma Health, PerfectServe super users, have leveraged countless integrations to give their care team the best access to real time data, as well as powerful reporting and analytics. Dr. Perkins will step through their achievements and the results they’ve seen. Listeners will leave with tips on how to get started, which integrations to consider first based on their goals, and how to gain internal support effectively. 

Putting Together the Staff Scheduling Puzzle: The TeamBuilder Story 
David Howard, Founder and CEO, TeamBuilder 

David will explain TeamBuilder’s data-driven approach to ambulatory staff scheduling and why PerfectServe and TeamBuilder decided to partner. He will share examples of how TeamBuilder has discovered overstaffing and saved their customers thousands of dollars in efficiencies. 

Smart Routing, Fewer Interruptions: Munson Healthcare’s Communication Strategy
Duncan Harris, Product Manager, PerfectServe
Anna Fink, Customer Success Advisor, PerfectServe

Munson Healthcare faced a familiar challenge – their hospital sites were using disparate solutions and nonstandard workflows that made communication difficult. This presentation looks back at one year of data following their switch to PerfectServe.

A Single Source of Truth: Enterprise Deployment of Lightning Bolt 
Dr. Nicholas Perkins, Chief Clinical Analytics Officer, Prisma Health 

Prisma Health has chosen Lightning Bolt as the single source of truth for all their provider schedules across the enterprise but getting there wasn’t as easy as flipping a switch. He will discuss their decision, how they’ve encouraged adoption, and their governance dream team. 

Lightning Bolt Breakout Sessions 

Advanced Reporting and Automation with Lightning Bolt 
Dr. Nick Lo, Deputy Chief of Anesthesia and Scheduling Physician, St. Michael’s Hospital 
Dr. Lo is an advanced Lightning Bolt user who has moved from a basic Lightning Bolt use case to advanced reporting and automation. He will share how his organization moved from not only making Lightning Bolt the single source of truth for scheduling, as well as how we uses Lightning Bolt to report on a number of factors that go far beyong shifts worked.  

The Lightning Bolt Advantage for Ambulatory Practices 
Jasmin Young, Strategy Director, Summit Health 
Follow Jasmin on a journey from inefficient, fragmented scheduling and call routing systems to an integrated, data-driven approach using Lightning Bolt. Summit Health has deployed Lightning Bolt across their practices to reduce manual workload, enabling six-month scheduling blocks, and offering flexibility in schedule management. Jasmin highlights both successes and remaining challenges, emphasizing the importance of automation, cross-platform integration, and measuring ROI.

Improving Room Utilization and Patient Access in an Enterprise 
Jackson, Abrahms, Boston Children’s  

Boston Children’s embarked on a mission to maximize visibility and utilization of clinic room in support of increased patient access and satisfaction. This presentation will detail the scope of the project, the steps they took to implement, and best practices around change management. 

The Impact of Optimized Scheduling on After-Hours Routing 
Sidney Montes, Director of Clinical Operations, Balboa Nephrology 
Marsi Friend, Senior Healthcare Analyst, Balboa Nephrology 

Balboa Nephrology uses a suite of PerfectServe solutions across their 11 locations. They’ll share why they chose Lightning Bolt over other competitors, and how their provider schedules integrate with secure messaging and after-hours call routing to make sure that providers are not getting interrupted when offline at night. 

Unlocking the Power of Advanced Integrations 
Alex Carson, Product Manager, PerfectServe 

Learn from our talented team as they discuss the integrations they have implemented and how they have impacted customer workflows.  

Clinical Collaboration Breakout Sessions 

Reducing Door to Needle Time with Telestroke Alerts 
Chris Hackett, Sr. Project Manager for Virtual Health, Allegheny Health Network 

Because stroke treatment is a consistent area of focus for AHN, their telestroke program coordinates with 20 spoke hospitals in their western Pennsylvania footprint to provide remote consults with stroke specialists. Seven months after PerfectServe became the de facto clinical communication platform for telestroke consults, Chris and the AHN team did a retrospective data analysis to take a closer look at the impact. 

Customized Nurse Call Events to Reduce Time to Door 
Salvatore Diiorio, Manager, Clinical Technology,  MultiCare 

Sal set out to better utilize their nurse call platform and reduce the number of alerts their care team received. By customizing call events and focusing on Code Blue activation, they were able to reduce time to door for first caregiver. Along the way, they learned some lessons, which have influenced their future plans.  

Thought Leadership Starts Inside: Operator Console Best Practices
Duncan Harris, Product Manager, PerfectServe
Anna Fink, Customer Success Advisor, PerfectServe

Join Duncan and Anna as they draw from their extensive experience collaborating with health system leaders to tackle common communication challenges. This session will empower you to define your top three strategic goals for 2026. Learn effective methods for gathering the data needed to support those goals, and discover actionable planning techniques to set your team up for success. Walk away with a clear roadmap and renewed confidence in your communication strategy.

Unlocking the Power of Advanced Integrations 
Kevin Johnson, Integrations Operations Manager 

Take a deep dive with Kevin into six of our most powerful integrations. Learn the ins and outs of how they work, the value they provide, and how to get started.

Securing Every Step: Change Management that Protects Patient and Staff Safety 
Melissa Joyner, Senior Application Analyst, Roper St. Francis,  

Melissa is no stranger to getting organizations on board with process improvements and change. She’ll share why governance is so important, and how to get buy-in from all levels at a health system.  

4pm – Guests dismissed to refresh before Happy Hour 
5pm – Happy hour. For those signed up for the tequila tasting, please return to On Jackson by 5pm
6:30pm – Dinner

Day 2: Operational Excellence 

Location: Residence Inn
Room: Encanto 1

8:30am – Start time
11:30am – End time 

The day 2 agenda includes: 

Interactive roundtable conversations will be led by PerfectServe subject matter experts (SMEs). These sessions are designed to foster peer-to-peer dialogue, allowing customers to share experiences, ask questions, and exchange best practices. 

• Scheduling best practices 

• Code & alarm best practices 

• Practice Communication best practices 

• Integration strategies 

• Incident preparedness 
  
  

Feature deep-dives to help you make the most of new capabilities in PerfectServe applications 

Cactus Consults: Meet 1:1 with PerfectServe subject matter experts in these personalized sessions designed to help you optimize your application use, streamline workflows, and accelerate speed to care. Whether you’re troubleshooting a challenge or exploring new strategies, Cactus Consult is your space to dig deep and grow solutions—rooted in connection.