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

Setting the tone for our first ever PerfectServe Summit, Kelly welcomes 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 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 gives 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 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
Jamie Grau, Care Communications Manager
Duncan Harris, Product Manager, PerfectServe

Jamie shares her organization’s broad strategy to consolidate vendors and unify communication methods across its large health system. Jamie discusses 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 adds 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 invited our experts to deliver just that. Kevin and Alex 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 steps through their achievements and the results they’ve seen.

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

David explains TeamBuilder’s data-driven approach to ambulatory staff scheduling and why PerfectServe and TeamBuilder decided to partner. He shares 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. Dr. Perkins discusses their decision, how they’ve encouraged adoption, and their governance dream team.

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 shares how his organization moved from not only making Lightning Bolt the single source of truth for scheduling, as well as how he uses Lightning Bolt to report on a number of factors that go far beyond 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 details 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 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

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

This session empowers listeners 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 shares why governance is so important, and how to get buy-in from all levels at a health system.

Investments in Customer Experience – Amanda Brooks, VP, Customer Success & Support

Closing Remarks, Guillaume Castel, CEO