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Dear Valued Client, On behalf of the entire SurveyVitals team, thank you for joining us for your SurveyVitals User Summit. We do this every year, and we do it for you. While we’d love to see you all in person, we hope that the virtual format allows many of you who were not able to attend last year to have the experience of engaging in this opportunity to evolve the product. You’ll be hearing firsthand from other SurveyVitals users about their successes and best practices, as well as the unique perspectives of industry leaders. During Summit, you’ll have the opportunity to attend two breakout sessions. These facilitated discussions are on a variety of topics that we know are important to you. If you have not yet registered for your sessions, please do so her e. Additionally, please find a complete resource guide, including Zoom access links to the main session and breakout sessions on the Summit 2020 page here . Our mission is to provide you with the best possible feedback to help you drive continuous improvement within your organization. We are committed to aligning with you to achieve your goals, and we thank you for choosing us as your patient experience partner. Thank you in advance for helping to make this year’s SurveyVitals User Summit the best yet. All the best, Blake Vosburgh President SurveyVitals, Inc. www.SurveyVitals.com © 2002 – 2020. All rights reserved.

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Page 1: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Dear Valued Client,

On behalf of the entire SurveyVitals team, thank you for joining us for your SurveyVitals User Summit. We do this every year, and we do it for you.

While we’d love to see you all in person, we hope that the virtual format allows many of you who were not able to attend last year to have the experience of engaging in this opportunity to evolve the product. You’ll be hearing firsthand from other SurveyVitals users about their successes and best practices, as well as the unique perspectives of industry leaders.

During Summit, you’ll have the opportunity to attend two breakout sessions. These facilitated discussions are on a variety of topics that we know are important to you. If you have not yet registered for your sessions, please do so here. Additionally, please find a complete resource guide, including Zoom access links to the main session and breakout sessions on the Summit 2020 page here.

Our mission is to provide you with the best possible feedback to help you drive continuous improvement within your organization. We are committed to aligning with you to achieve your goals, and we thank you for choosing us as your patient experience partner. Thank you in advance for helping to make this year’s SurveyVitals User Summit the best yet.

All the best,

Blake VosburghPresidentSurveyVitals, Inc.

www.SurveyVitals.com © 2002 – 2020. All rights reserved.

Page 2: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Summit Agenda

SurveyVitals Summit 2020 Schedule

9:00 AM MST/11:00 AM EST – 9:30 AM MST/11:30 AM ESTSurveyVitals Welcome & PresentationThe SurveyVitals leadership team will present a lookback at 2020, highlight patient experience trends, and hear from client organizations on how they’ve adapted to the changing landscape. Plus, an exciting announcement to come!

9:30 AM MST/11:30 AM EST – 10:00 AM MST/12:00 PM ESTKeynote Address Led by Rick Dutton, M.D., M.B.A, Chief Quality Officer, U.S. Anesthesia Partners

10:00 AM MST/12:00 PM EST – 10:40 AM MST/12:40 PM EST Introduction to Breakout Sessions & Breakout Session 1 Select a breakout session and join us for a short presentation and facilitated discussion: ▶ Option 1: Exploring New Technologies with SurveyVitals ▶ Option 2: Navigating the Program: MIPS 101▶ Option 3: Online Reputation Management

10:40 AM MST/12:40 PM EST – 11:00 AM MST/1:00 PM EST Brief IntermissionWe will take a short break before beginning session 2 of the breakout sessions.

11:00 AM MST/1:00 PM EST – 11:30 AM MST/1:30 PM EST Breakout Session 2 Select a breakout session and join us for a short presentation and facilitated discussion.▶ Option 1: Clinician Engagement & Effective Launch of the SurveyVitals Solution▶ Option 2: The Business of Improvement: The ROI of Patient Experience ▶ Option 3: Exploring New Technologies with SurveyVitals

Learn more about the breakout sessions and speakers on the next page or by visiting https://info.surveyvitals.com/breakoutsessions.

11:30 AM MST/1:30 PM EST – 12:00 PM MST/2:00 PM EST Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel discussion fueled by your questions during a Q&A session.

Thank you for joining us for the 2020 SurveyVitals Summit. Please find a full schedule, Zoom access links for the main session and breakout sessions on your Summit resources page.

Thursday, October 8, 20209:00 AM MST/11:00 AM EST

www.SurveyVitals.com © 2002 – 2020. All rights reserved.

Page 3: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Keynote AddressThursday, October 8, 2020

9:30 AM MST/11:30 AM EST

create educational materials, quality management benchmarking, academic papers, comparative effectiveness research and reports for ASA officers and committees to use to improve the quality of patient care.

Dr. Dutton completed his undergrad at Harvard University; his medical training at Tufts University School of Medicine and earned an MBA from the University of Maryland. He completed his residency in anesthesiology at Massachusetts General Hospital in Boston and served as an attending anesthesiologist at the National Naval Medical Center while on active duty in the United States Navy. In 1994, Dr. Dutton joined the Faculty at the R Adams Cowley Shock Trauma Center of the University of Maryland, where he served as Director of Trauma Anesthesiology and Director of Clinical Operations. Dr. Dutton was promoted to the rank of Professor in 2009, based on his work in trauma system design. He continues to serve on numerous ASA and federal committees working to develop measurements for anesthesia performance, perioperative patient experience and new models of healthcare.

KEYNOTE ADDRESSSpeaking the Language of Your Healthcare PartnersEffective strategies for addressing hospitals & facility partners as a physician services group

Richard P. Dutton, M.D., M.B.A., is Chief Quality Officer for USAP. In this role, Dr. Dutton leads the committee responsible for data analysis and performance measurement using the collective data and evaluations of all USAP practices to improve patient safety and clinical outcomes.

Dr. Dutton is a widely recognized leader in anesthesia quality management. Since 2009, he has served in clinical leadership positions with the American Society of Anesthesiologists (ASA), including Chief Quality Officer and Medical Director of the Anesthesia Quality Institute (AQI). Prior to USAP, he served as Chief Quality Officer for ASA and as the founding Executive Director of AQI. The AQI maintains the largest anesthesia registry in the country. Aggregated data in the registries is used to

Richard P. Dutton, M.D., M.B.A.Chief Quality Officer, U.S. Anesthesia Partners.

© 2002 – 2020. All rights reserved.www.SurveyVitals.com

Page 4: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Thursday, October 8, 202010:00 AM MST/12:00 PM EST

Breakout Session 1

Exploring New Technologies with SurveyVitalsBlake Vosburgh, President, SurveyVitals, Inc. How does your use of patient survey data shape the future of SurveyVitals technology? Get inspired with this overview of current data intake trends, SurveyVitals capabilities, and future reporting technology.

Online Reputation Management Shawn Wotowey, CEO of Northern Colorado Anesthesia ProfessionalsThe significance of online reputation in the healthcare industry is growing rapidly. Discover the impact of your online reputation and understand how to get started building your online brand with SurveyVitals’ tools. Hear real results and best practices from a client who has grown their online reputation with SurveyVitals.

About the Host: Shawn Wotowey is Chief Executive Officer for Northern Colorado Anesthesia Professionals. Since 2015, Shawn has collaborated with the physician leadership and assisted in leading NCAP’s business initiatives. Prior to NCAP, he led risk and general business development strategy for customers within the physician practice, ambulatory surgery and health system medical group segments. Shawn has also served in executive roles within the specialties of orthopedics, gastroenterology, and primary care pediatrics.

Available Sessions Please choose from one of the following to attend during the first breakout session period. To join a breakout session, please visit the SurveyVitals Summit resource page..

About the Host: Blake Vosburgh is a co-founder and the current President of SurveyVitals, Inc. With over 15 years experience in survey and product development, most of which in healthcare, Blake oversees all SurveyVitals operations and drives product enhancements and updates in partnership with client organizations.

Navigating the Program: MIPS 101Kyra Maples, Chief Operating Officer, SurveyVitals, Inc. New to the MIPS program? Join us for an overview of program requirements and how your SurveyVitals solution can help. Set yourself up for success with Improvement Activities best practices and tips for documenting for CMS reporting.

About the Host: Kyra is the Chief Operating Officer of SurveyVitals. Since joining the team in 2016, she has been responsible for all external marketing initiatives, overseeing regulatory affairs, and day-to-day operations. Previously, Kyra served as Press Secretary for United States Senator Mike Crapo (Idaho).

www.SurveyVitals.com © 2002 – 2020. All rights reserved.

Page 5: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Thursday, October 8, 202011:00 AM MST/1:00 PM EST

© 2002 – 2020. All rights reserved.www.SurveyVitals.com

Breakout Session 2

Exploring New Technologies with SurveyVitalsBlake Vosburgh, President, SurveyVitals, Inc. How does your use of patient survey data shape the future of SurveyVitals technology? Get inspired with this overview of current data intake trends, SurveyVitals capabilities, and future reporting technology.

The Business of Improvement Dr. Norman Rice, CMO, National Partners in HealthcareIn today’s healthcare landscape, quality of patient care has a direct impact on your revenue. Gain an understanding of the ROI of the patient experience with a business-based focus on the improvement journey.

About the Host: Dr. Norman Rice is currently serving as the CMO for National Partners in Healthcare. As a board-certified anesthesiologist in Texas, Dr. Rice has held a variety of strategic leadership positions throughout the Dallas/Fort Worth market including his recent positions as Chief of Surgery and Chief of Obstetric Anesthesia at Medical Center of Arlington, in Arlington, TX. Additionally from 1999 – 2018, Dr. Rice served as Board member of Metropolitan Anesthesia Consultants in Dallas, TX where he also served as Chairman and CEO from 2004 to 2011.

Available Sessions Please choose from one of the following to attend during the second breakout session period. To join a breakout session, please visit the SurveyVitals Summit resource page..

About the Host: Blake Vosburgh is a co-founder and the current President of SurveyVitals, Inc. With over 15 years experience in survey and product development, most of which in healthcare, Blake oversees all SurveyVitals operations and drives product enhancements and updates in partnership with client organizations.

Clinician Engagement & the Effective Launch of the SurveyVitals SolutionDr. Ruth Zimmer, Chief Quality Officer, Mountain West Anesthesia You’ve implemented the SurveyVitals solution in your organization, and you’re excited to start using your data to drive improvement. Learn about the importance of internal buy-in, how to increase clinician engagement and provide training, best practices for rolling out the solution, and using your data for success.

About the Host: Dr. Zimmer is the Chief Quality Officer for Mountain West Anesthesia, a group of 190 partners scattered throughout the state of Utah. She attended the University of Utah where she was Chief Resident. She stayed on as an attending physician there for 6 years. For the past 17 years, she has been a partner with Mountain West Anesthesia. She served on the board of directors for 7 years and for the past year she has served as CQO. Dr. Zimmer has worked closely with SurveyVitals for her group's patient engagement and MACRA/MIPS reporting.

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© 2002 – 2020. All rights reserved.www.SurveyVitals.com

Client Experience Team

Nicky Mastain O’MaraNational Account Manager, Team LeadNicky has a background in patient service in the specialty healthcare market. She aims to continue to develop and maintain relationships to aid in company growth. When she’s not working, she enjoys travelling, spending time with her two Pomeranians and supervising at motorcycle tracks in the [email protected] | 763-220-7046

Ben BittnerNational Account Manager, Team LeadWith a focus on client rapport and an attention to detail, Ben, is passionate about client’s satisfaction. He handles day to day requests, support functions, and training on the SurveyVitals system. Previously, Ben has worked as a personal trainer and a supervising customer service [email protected] | 763-710-6505

Paige AltroggeNational Account ManagerPaige is a customer service obsessed professional with a decade of experience in the family entertainment industry. A part time college job turned into a career in store operations management and training in Scottsdale, AZ. Using a personalized, data driven approach in making decisions allows for prescriptive and detailed recommendations to be implemented with clients. While away from work, she can usually be found adventuring with her husband and dog, most likely eating [email protected] | 763-200-9429

Garrett HendricksAccount ManagerGarrett recently relocated back to his hometown of Boise from Phoenix, Arizona, where he worked in corporate sales and support. He has over 8 years of customer support experience and has a strong desire to see his clients succeed. In his spare time, Garrett enjoys off-roading, exploring the outdoors with his rescue pup, real estate, weightlifting, and studying [email protected] | 763-200-9427

Hannah GujuAccount ManagerHannah is a graduate from Eastern Washington University, earning a degree in Business Management and a 4-year letter achievement on the Women’s Soccer team (D-1). She brings over 10 years of sales, management and customer service experience to the SurveyVitals team. Outside of work, you can find Hannah spending time with her husband and 2 dogs, doing outdoor activities, traveling or trying new [email protected] | 763-220-7030

Page 7: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

© 2002 – 2020. All rights reserved.www.SurveyVitals.com

Leadership Team

Blake VosburghPresident, SurveyVitalsBlake Vosburgh is a co-founder and the current President of SurveyVitals, Inc. With over 15 years experience in survey and product development, most of which in healthcare, Blake oversees all SurveyVitals operations and drives product enhancements and updates in partnership with client organizations. [email protected]

Kyra Maples Chief Operating Officer, SurveyVitalsKyra is the Chief Operating Officer of SurveyVitals. Since joining the team in 2016, she has been responsible for all external marketing initiatives, overseeing regulatory affairs, and day-to-day operations. Previously, Kyra served as Press Secretary for United States Senator Mike Crapo (Idaho). [email protected]

Dawn BrockettDirector of Client ExperienceDawn is fiercely dedicated to ensuring a consistently delightful customer experience. She brings to her role at SurveyVitals ten years of account management, product launch/market development and team leadership experience in the healthcare industry, where she also served as an advisory board member on the government and regulatory affairs committee of a large, international pharmaceutical company. In the SaaS technology space, she managed strategic accounts, including two of the worlds’ largest banks. Dawn is an honors graduate of Westminster College, La Sorbonne and L’Institut de Touraine. She teaches in the graduate program of the School of Public Service at Boise State University, where she also completed her MPA and graduate certificate in conflict management and negotiation. She serves as a trustee on the board of directors of the Idaho Shakespeare Festival. [email protected]

Devon SmithDirector of Strategic ProgramsA graduate of The Citadel, Devon is fluent in Spanish and has extensive work experience in Latin America, EMEA, and APAC. His background in international product sourcing, mountaineering, and SaaS-based technology gives him a unique perspective on the world of business. In his work, he is passionate about finding better methods of solving problems and implementing improved strategies. In his free time, Devon enjoys climbing, reading, and carpentry. [email protected]

Jamie Kaiser Legal & Compliance DirectorJamie received a bachelors degree in political science from Brigham Young University and a Juris Doctorate degree from the University of Utah. She has worked for a variety of government agencies and has experience a wide range of topics, including HIPAA compliance and oversight. When not working, Jamie enjoys spending time with her dogs, watching college football, and reading biographies about U.S. presidents. [email protected]

Page 8: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Summit Notes

www.SurveyVitals.com © 2002 – 2020. All rights reserved.

Page 9: here · Closing Panel Session and Q&A Featured speakers will provide a round-robin of key takeaways from group discussions to share with the larger group and participate in a panel

Connect with Us

© 2002 – 2020. All rights reserved.www.SurveyVitals.com

Access the full SurveyVitals Summit schedule, breakout session information and Zoom meeting access links at the Summit resource page

Have questions or trouble joining the Summit via Zoom? Connect with your account manager, email us at [email protected] or message us using the blue chat icon on www.SurveyVitals.com. You can also reach us by phone at 972-442-1484.