Twice a year, Kaiser Permanente and the Center for Care Innovations bring together the 18 teams involved in the PHASE program for an in-person convening of the 2017-2019 PHASE learning community. The three broad objectives for our convenings: knowledge dissemination, skill building, and peer sharing. We look forward to seeing you there!

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fILMING reminder

We’re excited to announce that we’ll be filming during the convening! Our video team will be interviewing presenters and attendees — to further develop our PHASE onboarding support, capture and preserve the information disseminated, and enable peer sharing. Here are some tips on dressing to impress for the camera. By registering for this event, you are agreeing to terms that photography and video will take place and will be used for promotional purposes only. Please let us know at check-in for the event if you’d like to opt-out.

Date and Time

Tuesday, June 5, 2018, 8:30am – 4:30pm


DoubleTree by Hilton Hotel, Berkeley Marina
200 Marina Blvd., Berkeley, California 94710

Hotel Information

We have a room block at the Doubletree, Berkeley Marina, where the event is being held. Reserve your room(s) by Monday, May 14.

Who Should Attend 

Each organization is expected to send three to five team members. Recommended roles include:

  • The day-to-day PHASE team lead
  • The PHASE clinical champion
  • Quality, Medical, and Nursing Directors
  • Data analysts
  • Front line staff working to improve blood pressure control among hypertensive and diabetic patients
  • PHASE champions who have been invited by their participating consortia

Parking & Transportation

Coming via Public Transit? The venue is accessible via LYFT or UBER cars from North Berkeley or Downtown Berkeley BART Stations or from the Berkeley Amtrak station. We’ll reimburse your Lyft/Uber rides from the BART/Amtrak and will be organizing rideshares back to these stations at the end of day.

Driving? We’ll be validating on-site participant parking.To access the parking lot, turn left off of Marina Blvd. into the hotel driveway and make an immediate right turn to access the parking gate.


Event Content

Download the full agenda for the day.

Event Handouts & Content

Event Booklet
Includes all content for the day, including the speaker biographies for 15 Minutes of PHASE Fame Speakers, our Keynote Speaker Dr. Jamal Rana, and our workshop facilitators.
Main Program Slides
Data Gallery Posters
Charter for Improvement (CFI) Update Template



During the afternoon, we’ve lined up three workshops focused on different aspects of patient engagement. Each 90-minute session will be offered only once so check with your colleagues to make sure you cover all three and compare notes later. You’ll make your workshop preference during registration.

Empanelment for Team-Based Care and Population Health Management: Connecting the Dots for Better Patient Engagement

with Regina Neal, MPH, MS
Director of Practice Transformation Consulting, Qualis Health

Workshop Objectives:

  • Assess empanelment in your practice and identify steps to strengthen your empanelment system
  • Review elements for improved population health management, including empanelment and team-based care
  • Discuss effective strategies to support and engage patients to manage their BP
  • Identify specific areas where your organization can better enable patients to engage as partners in their care to improve BP control
  • Leave the session with at least two action steps to continue the work discussed in the workshop


Building Care Team-Patient Communication Skills to Enhance Health Outcomes

with Michele Nanchoff, PhD, RPsych
Senior Trainer, Institute for Healthcare Communication

Workshop Objectives:

  • Learn the fundamentals of improved care team-to-patient communications: engaging the person, empathizing with their concerns and situation, educating with clear language using proven strategies, and enlisting the patient as a partner and focus of care
  • Identify the difference between biomedical tasks and communication tasks
  • Practice a key patient education strategy and communication skill
  • Explore ways you can take this new knowledge back to the exam room – and share with colleagues


Patient Activation: Rethinking Non-Compliance

with Juliane Tomlin, MA
Senior Manager, Practice Transformation, Center for Care Innovations

Workshop Objectives:

  • Find out why a “noncompliant” patient might really be an “inactivated” patient
  • Learn how an “activated” patient with the knowledge, skills, and confidence to manage their health and health care can positively impact quality outcomes, cost, utilization, and patient experience
  • Gain skills and tools your care team can use to increase your patients’ activation level for improved hypertension control
  • Find out how to tailor your interventions to a patient’s activation level for optimal efficiency and effectiveness of resources



Supporting Articles:


Peer consults

Got a PHASE-related problem you want help solving? Ever wonder if your peers have faced the same challenge?

During the second half of lunch, three lucky organizations will have the chance to gather their peers to solicit advice, help brainstorm solutions, serve as testers, or offer feedback. Challenges might include huddle reports or provider dashboards, team-based care implementation, a new workflow, building templates or outreach reports, or evaluating a new resource.