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About the Stakeholder Group

The Effective Health Care Program Stakeholder Group is a part of the Citizen’s Forum initiative, funded by the American Recovery and Reinvestment Act, to formally and broadly engage stakeholders, and to enhance and expand public involvement in the entire Effective Health Care enterprise. The Stakeholder Group provides input to the Effective Health Care Program to improve the applicability and relevance of research products to health care decisionmakers.

The role of the Stakeholder Group is to:

  • Provide guidance on program implementation including: quality improvement; opportunities to maximize impact and expand program reach; ensurance that stakeholder interests are considered and included; and evaluation of success.
  • Provide input on implementing Effective Health Care Program reports and findings in practice and policy settings.
  • Identify options and recommend solutions to issues identified by Effective Health Care Program staff.
  • Provide input on critical research information gaps for practice and policy, as well as research methods to address them. Specifically: information needs and types of products most useful to consumers, clinicians, and policy makers; feedback on Effective Health Care Program reports, reviews, and research summaries; and scientific methods and applications.
  • Champion objectivity, accountability, and transparency in the Effective Health Care Program. 


The following members are serving on the Stakeholder Group for a 2-year term ending summer 2012:

Amy Bonoff, M.B.A. Marc M. Boutin, Esq.
Kevin J. Bozic, M.D., M.B.A. Shawn Burke, R.Ph., F.A.M.C.P.
Natalie Carroll, M.D., F.A.C.O.G. Frank Casty, M.D., F.A.C.P.
Perry D. Cohen, Ph.D. Richard A. Justman, M.D.
David B. Larson, M.D., M.B.A. Doris H. Lotz, M.D., M.P.H.
David B. Marcus Lucy N. Marion, Ph.D., R.N., M.N., F.A.A.N.
Stephen C. McCaffrey, J.D. Ileana L. Piña, M.D., M.P.H., F.A.H.A., F.A.C.C.
Alan B. Rosenberg, M.D. Marion Ruth Sills, M.D., M.P.H.
Leif I. Solberg, M.D. Harold C. Sox, M.D., M.A.C.P.
Mitchell Sugarman, M.B.A. Judy Zerzan, M.D., M.P.H.

 View the biosketches of the stakeholder group whose 2-year term expired in 2010.


Amy Bonoff, M.B.A.Amy Bonoff, M.B.A.

Ms. Bonoff is a 13-year breast cancer survivor and an active and experienced National Breast Cancer Coalition (NBCC) advocate. She is committed to evidence-based health care and informed decisionmaking for consumers. Ms. Bonoff is a graduate of Project LEAD Institute, Quality Care LEAD, and Clinical Trials LEAD. She is also a mentor for the Project LEAD Institute. Ms. Bonoff understands the importance of providing patients and consumers with comprehensive information necessary for decisionmaking.

Ms. Bonoff is cochair of the NBCC Quality Care Advocate Advisory Committee, participated in the Department of Defense Breast Cancer Research Program Programmatic Review, and is a member of the Scientific Advisory Committee of the Susan Love/Avon Army of Women. She is also a member of the American College of Surgeons National Accreditation Program for Breast Centers Access and Utilization Strategy Planning Committee and the National Comprehensive Cancer Network Patient Advocate Breast Cancer Panel. Ms. Bonoff represented Self-help for Women with Breast or Ovarian Cancer (SHARE), a nonprofit organization serving people affected by breast or ovarian cancer, at the Coalition of Cancer Cooperative Groups meeting on priorities in breast cancer clinical research, and is active in the SHARE Project Leadership Education and Advocacy Development (LEAD) graduate program and the SHARE Hotline.

Ms. Bonoff is a recipient of the San Antonio Cancer Symposium Scholarship, 2007, and is a sought-after speaker on breast cancer advocacy in research, access, and quality care. Ms. Bonoff holds a B.A. degree from Barnard College and an M.B.A. degree from Columbia University School of Business.

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Marc M. Boutin, Esq.Marc M. Boutin, Esq.

Mr. Boutin is the executive vice president and chief operating officer of the National Health Council, an organization that brings together all segments of the health care community to provide a united voice for the more than 133 million people with chronic diseases and disabilities and their family caregivers.

Mr. Boutin has been actively involved in health advocacy, policy, and legislation throughout his career. He serves on the advisory boards of the Council for American Medical Innovation, the Coalition Against Major Diseases, and the Partnership to Fight Chronic Disease. He is a member of the eHealth Initiative Leadership Council and a panel expert for a National Institutes of Health-funded grant on Protecting Privacy in Health Research.

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Kevin J. BozicKevin J. Bozic, M.D., M.B.A.

Dr. Bozic’s clinical interests are in adult reconstructive surgery of the hip and knee, with an emphasis on primary and revision hip and knee replacement. His research interests are in the fields of health policy and health care services research and specifically in the areas of health care technology assessment, cost-effectiveness analysis, shared decisionmaking, and the impact of health care reform on cost and quality. In addition to his clinical and research activities, Dr. Bozic is actively involved in numerous regional and national health policy initiatives, including the Medicare Evidence Development and Coverage Analysis Committee (MedCAC), the Integrated Healthcare Association’s Value Assessment of Medical Technologies Program, the Blue Cross Blue Shield Association Blue Distinction Program, and the California Health Care Foundation’s Orthopaedic Registry Project.

Dr. Bozic holds both regional and national leadership positions as a member of the executive board of the California Orthopaedic Association and as chair of the American Association of Orthopaedic Surgery (AAOS) Health Care Systems Committee. Since arriving at the University of California, San Francisco, he has received funding from the National Institutes of Health (NIH), Orthopaedic Research and Education Foundation (OREF) Health Services Research Fellowship, OREF Career Development Award, and the AAOS/OREF Clinician Scientist Program.

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Shawn Burke, R.Ph., F.A.M.C.P.

Ms. Burke has 25 years of experience in managed care. Currently, she is regional vice president, pharmacy services, for Coventry Health Care, Inc., a national managed care organization serving Medicare, Medicaid, and commercial members. Ms. Burke manages pharmacy benefits for approximately 600,000 members in the West and Midwest markets. She is responsible for the management and delivery of the pharmacy benefit promoting rational, cost-effective, and quality medication therapy management.

Ms. Burke is active in national and local professional pharmacy organizations and is currently the immediate past president of the Academy of Managed Care Pharmacy. In addition, she was a member of the founding task force for the development of The Journal of Managed Care Pharmacy and has served as a contributing editor and editorial advisory board member. Ms. Burke is the director of residency and student programs at Coventry and is an adjunct professor at the University of Missouri at Kansas City School of Pharmacy. Through her experience managing pharmacy benefits, she has expertise in developing and implementing prescription drug formularies. She is familiar with the need for robust clinical evidence in the formulary and prescribing decisionmaking process and the need for strong research to address current gaps in information.

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Natalie Carroll, M.D., F.A.C.O.G.

Dr. Carroll is a private practice physician in Houston and is board certified in both obstetrics and gynecology. A fellow of the American College of Obstetricians and Gynecologists, she is recognized for her expertise in addressing concerns of health disparities.

Dr. Carroll has served as a practicing physician in a medically underserved area for more than 30 years where her patient population included a large percentage of Medicaid and Medicare patients. She strives to improve the lives of the community by not only treating patients, but teaching them to be informed and serve as advocates for themselves and their families. Dr. Carroll has advocated for her patients as individuals in both the State legislatures and the halls of Congress.

During her term as president of the National Medical Association, she addressed issues of health disparities by initiating conversations on the inclusion of African Americans in clinical trials with the U.S. Food and Drug Administration and the White House. Her goal was to advise physicians and other health care providers in their prescribing practices.

Dr. Carroll received her M.D. degree from Meharry Medical College in Nashville, TN. She completed her obstetrics-gynecology internship and residency training at Washington Hospital Center in Washington, DC.

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Frank Casty, M.D., F.A.C.P.Frank Casty, M.D., F.A.C.P.

Dr. Casty is Chief Medical Officer and Senior Vice President, Clinical Development and Medical Science at Endo Pharmaceuticals in Chadds Ford, Pa. He is responsible for device and drug development of specialty pharmaceuticals in pain, oncology and urology therapeutic areas. Dr. Casty has more than 18 years of experience in clinical research and most recently was with AstraZeneca Pharmaceuticals where over a 12 year period he held several leadership roles of increasing responsibility, including Vice President of Strategic Drug Development, where he was responsible for the U.S. drug development strategy across the company’s entire portfolio, and Vice President of Global Medical Science, where he was responsible for clinical pharmacology, discovery science, epidemiology, health economics, and all physicians supporting drug development.

Dr. Casty brings diverse perspectives and opinions through his experience in multiple areas, including external stakeholder and government entity engagement, understanding issues faced by today’s health care practitioner, drug development experience, and a broad-based business understanding of the pharmaceutical industry. He is a past co chair of the Coalition Against Major Diseases (CAMD), a public-private partnership of the biopharmaceutical industry, patient groups, and international government and regulatory entities dedicated to improving the efficiency, safety, and predictability of drug development for chronic diseases such as Alzheimer’s, Parkinson’s, and Huntington’s.

Previously, Dr. Casty served for more than 5 years in the Air National Guard as a critical care physician and achieved the rank of lieutenant colonel.

Dr. Casty held an academic appointment at Duke University during his first industry position, conducted a competitive grant-based academic research during his fellowship, and worked with numerous academic researchers in support of pharmaceutical research.

He completed a residency in Internal Medicine at Rush University and fellowships in Pulmonary and Critical Care Medicine at the University of Vermont.

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Perry D. Cohen, Ph.D.

Dr. Cohen is a project director for the Parkinson Pipeline Project. He is a public health and medical research expert with a background in organizational development, program evaluation, and systems planning in the broad areas of health services, medical research, and regulatory evaluation of innovation in medical technology. He is a national leader in advocacy for the interests of Parkinson's disease patients and is a spokesperson for all patients.

Dr. Cohen has firsthand experience in broad areas of health services research and health communications/information. In his roles as a management consultant for 20 years and as a patient advocate for the last 14, Dr. Cohen has become proficient in translational research, clinical research, health finance, health system management, employee health programs, and public health. He served for 6 years as a trustee and chair of the finance committee of a large staff model health maintenance organization (HMO), and he consulted on the development of a tracking system for HIV patients for another HMO. Dr. Cohen founded the Parkinson Pipeline Project in 2002 to be a patient voice in advocating for increased research sponsored by industry under supervision by the U.S. Food and Drug Administration (FDA). In collaboration with the Office of Special Health Initiatives at the FDA, he was successful in ensuring participation for Parkinson’s disease patients in the research design and analysis process of industry sponsored clinical trials. As a patient with a serious chronic illness, Dr. Cohen understands the unique perspective that patients and consumers offer to discussions of evidence, effectiveness, and comparative effectiveness of different health care interventions.

Dr. Cohen received a B.S. degree from Carnegie Mellon University in management science and math. He completed his M.S. in marketing research and Ph.D. in organizational development at the Massachusetts Institute of Technology (MIT) Sloan School of Management.

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Richard A. Justman, M.D.

Dr. Justman is the national medical director of United Healthcare, a national health services delivery company. He oversees medical technology assessment, clinical support of pharmacy programs, and clinical support of benefit administration for United Healthcare’s Health Services Division.

Dr. Justman has participated in a number of national initiatives, including the Institute of Medicine Forum on Drug Discovery, Development, and Translation, the American Medical Association CPT-5 Project, and the American Medical Association Initiative to Transform Medical Education. He also served on the Institute of Medicine Committee to identify highly effective clinical services and on an Agency for Healthcare Research and Quality (AHRQ) expert panel that prepared the evidence-based report “Diabetes Education for Children with Type 1 Diabetes Mellitus and Their Families.” Dr. Justman frequently gives presentations on the use of clinical evidence to determine the safety and effectiveness of new and emerging medical treatments.

Dr. Justman received his B.A. degree from Cornell University and his M.D. degree from the State University of New York at Buffalo. Board certified in pediatrics, he received his postgraduate training at The University of Chicago hospitals and clinics and at the Johns Hopkins Hospital. Following his training, he practiced pediatric medicine in Minneapolis, for 15 years before joining United Healthcare.

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David B. Larson, M.D., M.B.A.David B. Larson, M.D., M.B.A.

Dr. Larson is the director for quality improvement in the Department of Radiology at Cincinnati Children's Hospital Medical Center. At Cincinnati Children's he develops and oversees innovative programs in clinical peer review, standardized reporting, and patient safety. His research includes national utilization of Computed Tomography (CT) in the Emergency Department and informing parents regarding radiation dose in pediatric CT. He currently directs metrics development for the National Quality Improvement Registry for CT Scans in Children (QuIRCC) in association with the American College of Radiology and the Image Gently Alliance.

Dr. Larson earned his M.D. from Yale University and completed a radiology residency and pediatric radiology fellowship at the University of Colorado and The Children's Hospital in Denver. He also earned his M.B.A. at Yale, where he focused on health care policy and operations research. As part of his M.B.A., he worked at AHRQ in the Center for Quality Improvement and Patient Safety, helping to develop the “National Healthcare Quality Report.” He has served on multiple task forces and committees with the American College of Radiology, the American Roentgen Ray Society, and the Society for Pediatric Radiology.

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Doris H. Lotz, M.D., M.P.H.Doris H. Lotz, M.D., M.P.H.

Dr. Lotz is the Medicaid medical director for the State of New Hampshire and the program director for the New Hampshire Medicaid Medical Home Project, pharmacy services, and disease management programs. As medical director, she provides clinical guidance for policy and program development and strategic planning. As program director, she provides plenary and implementation leadership to the State’s clinical programs and provides oversight to the State’s $70 million provider payments and $80 million pharmacy program. Under Dr. Lotz’ leadership, the State of New Hampshire was the first Medicaid program to place mental health drugs on its preferred drug list.

Dr. Lotz is the lead contact for Medicaid quality initiatives for New Hampshire. She is chair of the Medicaid Medical Directors Learning Network, an AHRQ initiative, and was the State’s lead contact for the AHRQ quality-based purchasing learning collaborative. As a part of the quality-based purchasing initiative, Dr. Lotz developed a Medicaid report card for the State and a provider incentive program.

Previously, Dr. Lotz was responsible for the development, procurement, and contracting and implementation of the New Hampshire Medicaid Pharmacy Benefits Management Program, the Outpatient Diagnostic Imaging Prior Authorization initiative, Enhanced Care Coordination, and Independent Review Organization program. She provided clinical leadership to the State's selective contracting initiative in the development of a network of preferred Medicaid providers. In addition, she has worked as a clinician in both private practice and in managed care settings in southern and northern California and in Atlanta, as the associate medical director for CIGNA Health Care of New Hampshire, and as the New England Quality Medical Director for CIGNA Health Care.

Dr. Lotz completed her M.D. degree at The Ohio State University College of Medicine in Columbus and an internship and residency in emergency medicine at the Harbor-UCLA Medical Center in Torrance, CA. She received her M.P.H. degree from the Johns Hopkins Bloomberg School of Public Health and is currently engaged in a preventive medicine residency at The Johns Hopkins University School of Medicine.

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David B. Marcus

Mr. Marcus is the director of employee benefits at the National Railway Labor Conference (NRLC). The Conference, through its National Carriers’ Conference Committee, represents most of America’s freight railroads in collective bargaining on a national basis with the railway labor organizations that represent the railroads’ unionized employees. The parties bargain about, among other things, the health care plans the railroads maintain for the benefit of those employees, while actively working and during early retirement, as well as their dependents. These collectively bargained plans cover more than 400,000 participants and beneficiaries across the nation and provide benefits that cost about two billion dollars per year.

Mr. Marcus is the principal adviser to the National Carriers’ Conference Committee on all matters relating to bargaining over health care issues, including plan design, vendor selection, medical, dental, vision, mental health and prescription drug coverage, up-front funding responsibilities, and overall cost containment. He is involved on a daily basis in the supervision and oversight of plan administration. He reviews and monitors the activities of the companies that provide the plans with services related to eligibility, enrollment, provider networks, disease management, claims, handling, health improvement, and pharmacy benefit management and is a critical participant in the formulation and implementation of new approaches to the myriad problems of efficient plan operation. He has been actively involved in evaluating and researching new approaches to health care in the areas of minimally invasive surgery, specialty provider networks, biologics, genomics, and behavioral change programs/methodology.

Mr. Marcus has more than 25 years of experience as a health care executive and management consultant, advising organizations regarding health care, negotiations/bargaining, health care reform/legislation, outsourcing, strategy, mergers and acquisitions, and business process reengineering. He serves on the executive client advisory boards for Aetna, Blue Cross and Blue Shield Association, Medco, MetLife, and United Healthcare.

Mr. Marcus received a B.A. degree in mathematics and statistics from the University of Buffalo. He has been actively involved with the Arthritis Foundation, the Lupus Foundation, and the Arizona Partnership for Immunization.

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Lucy N. Marion, Ph.D., R.N., M.N., F.A.A.N.

Dr. Marion is the dean and a professor at the Medical College of Georgia (MCG) School of Nursing. She has a long history as a nurse scientist and a health services researcher and is known for her innovations in nursing, health care research, education, and practice.

As a nurse scientist, Dr. Marion’s research is focused primarily on the development and testing of clinical and community health behavior change interventions for high risk populations. Dr. Marion has led health practice and education policy change at national, State and local levels. She was a pioneer in the national nurse practitioner and doctorate of nursing practice movements and president of the National Organization of Nurse Practitioner Faculties. As a family nurse practitioner, she served her community for 10 years and served the homeless on the street and in shelters of Chicago. She initiated and championed nursing faculty practice for three universities and opened three sustainable clinics, which integrated mental and physical health care for people with serious mental illness. Recently she led the development of a nurse-managed and physician-supported “retail” clinic as a replicable model for innovative practice, teaching, and research, especially in rural areas.

Dr. Marion has mentored students, novice faculty and clinicians, and junior investigators. She also initiated the MCG Nurse Scientist Incubator, a unique and highly successful initiative to develop junior nurse scientists by stimulating interdisciplinary proposal development and submission for funding, publication, and presentation.

Dr. Marion received her B.S.N. and M.N. degrees from the University of South Carolina and a Ph.D. in nursing science from the University of Illinois at Chicago. Among the many honors for her contributions are the Robert Wood Johnson Executive Nurse fellowship, U.S. Public Health Service Primary Care Policy fellowship, and an American Academy of Nursing fellowship. She served on the U.S. Preventive Services Task Force (2005-2009). She has been nationally recognized for her research, faculty practice, and creativity in health care.

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Stephen C. McCaffrey, J.D.Stephen C. McCaffrey, J.D.

A recipient of the nationally recognized Webster-Kipfer Award for special achievement in public policy advocacy, Mr. McCaffrey is president of Mental Health America of Indiana. Mr. McCaffrey was elected to the board of directors of the National Mental Health Association (NMHA) in 1996, where he served as vice chair for public affairs. He also serves on the NMHA public policy and affiliate relations committees and the NMHA executive director advisory council.

Mr. McCaffrey serves as chair of the Indiana Division of Mental Health Advisory Committee, cochairman of the Medicaid Mental Health Managed Care Task Force, and as a member of the Medicaid Mental Health Partnership Advisory Council. He also serves on the Cenpatico National Advisory Council and the Indiana Interagency Autism Coordinating Council.

In 1999, Mr. McCaffrey was appointed by Indiana Governor Frank O’Bannon to serve as a member of the Indiana State Operated Facilities Council. In 1993, he was appointed by Indiana Governor Evan Bayh to the Indiana Mental Health Commission to oversee the implementation of mental health reform legislation. In 1995, he was a gubernatorial appointee to the Indiana Homecare Community and Home Options to Institutional Care for the Elderly and Disabled (CHOICE) Board. Mr. McCaffrey also serves on the external advisory board of the department of psychiatry at Indiana University. In addition, he is treasurer of many boards, including the Indiana Depressive-Manic Depressive Association, the Indiana Federation of Families for Children's Mental Health, the Indiana Addictions Issues Coalition, the Indiana Association for Infant and Toddlers Mental Health, and the Junior Mental Health Association in Indiana. In 1997, Mr. McCaffrey was elected to the board of directors of the Governmental Affairs Society of Indiana, where he formerly served as secretary.

Named to the national directory of “Who's Who in Executives and Professionals" and by the Indiana Business Journal as a member of "Who's Who in Indiana Health Care," Mr. McCaffrey comes to the Mental Health Association in Indiana from the Indiana Health Care Association (IHCA) where he directed the governmental affairs of the Statewide health care organization. Prior to his work at IHCA, Mr. McCaffrey was appointed by Governor Bayh as deputy commissioner for the Department of Public Welfare. In that capacity, he directed the medical and family service programs and policies of the department, which included the office of Medicaid. Previous to that, Mr. McCaffrey held the positions of associate director for the Community Service Council/United Way, legislative director for the Citizens Action Coalition of Indiana, and Associate Finance Director for U.S. Senator Birch Bayh’s Campaign Committee. Mr. McCaffrey began his career on Capitol Hill on behalf of U.S. Representative Andy Jacobs. Mr. McCaffrey has served as a gubernatorial appointee on the Adult Guardianship Services Advisory Board, the Housing Trust Fund, and the Medicaid Advisory Committee. He was also on the Government Affairs Committee of the governor's Planning Council for People with Disabilities and was elected vice president of the board of directors for both the Indiana Coalition for Human Services and the Indiana Youth Legislative Task Force. Mr. McCaffrey is a former member of the board of the American Society of Mental Health Association Professionals and has served as chair of the board of directors for Common Cause of Indiana.

Mr. McCaffrey holds a B.A. in political science from Purdue University and a J.D. from the Indiana University School of Law.

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Ileana L. Piña, M.D., M.P.H., F.A.H.A., F.A.C.C.Ileana L. Piña, M.D., M.P.H., F.A.H.A., F.A.C.C.

Dr. Piña, Veterans Affairs graduated quality scholar, has served as director of the exercise laboratory of the University of Miami, of heart failure and cardiac rehabilitation at Hahnemann University, of cardiomyopathy at Temple University, and heart failure/transplantation at the University Hospitals Health System at Case Western Reserve University. Dr. Piña is the principal investigator of and has participated in many studies focused on improving heart disease and rehabilitation.

Dr. Piña is a renowned international speaker and a national spokesperson on the subject of heart failure and rehabilitation. She is also a national spokesperson for Go Red for Women and the National Heart Truth of Ohio in which she is dedicated to coming up with solutions for women who suffer from heart disease, which will enable them to live healthier, longer, lives. She is collaborating with various hospitals, medical centers, the American Heart Association, and other organizations to educate medical professionals and patients on cardiovascular diseases.

Dr. Piña is also codirector of the National Heart Failure Training Program (N-Heft™) at Case Western Reserve University with Hector Ventura of Ochsner Medical Center in New Orleans, LA, a program that seeks to educate physicians and other health care professionals in best practices for treating heart failure.

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Alan B. Rosenberb, M.D.Alan B. Rosenberg, M.D.

Dr. Rosenberg is the vice president of Medical Policy, Technology Assessment, and Credentialing Programs for WellPoint, Inc. Among his responsibilities, Dr. Rosenberg leads WellPoint's program, across all of its affiliated brands, for medical policy, technology assessment, and credentialing. He is also president of Anthem Utilization Management Services, Inc., and of Anthem Credentialing Services, Inc.

Dr. Rosenberg is a fellow of the Institute of Medicine of Chicago and serves as a board member of URAC and the American Association of Preferred Provider Organizations (AAPPO). He is a member of the Blue Cross Blue Shield Association’s Technical Evaluation Center’s medical advisory panel, the Blue Cross Blue Shield Medical Policy Panel, the America’s Health Insurance Plan’s Vaccine & Immunization Finance Working Group, and the AHRQ Stakeholder Group.

Dr. Rosenberg received his B.S. from Columbia University in New York and received his M.D. from New York University Medical School. He completed a residency at the University of Chicago Residency Program at Michael Reese Hospital and is board certified in internal medicine.

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Marion Ruth Sills, M.D., M.P.H.

Dr. Sills is an associate professor in the department of pediatrics at the University of Colorado School of Medicine. She is board certified in pediatrics and pediatric emergency medicine, a member of the Academic Pediatric Association, and a fellow of the American Academy of Pediatrics. She serves as a faculty mentor teaching students, residents, and fellows. Her research interests include emergency department crowding, quality measures, and evaluating quality improvement interventions related to care provided to children in the emergency department, and health information technology in the emergency department.

Dr. Sills earned an A.B. degree magna cum laude from Harvard University and an M.D. degree from Johns Hopkins University School of Medicine. She completed a residency in pediatric medicine at the Johns Hopkins Hospital and a fellowship in pediatric emergency medicine at the Children’s National Medical Center in Washington, DC. She received an M.P.H degree from the George Washington University School of Public Health and Health Services.

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Leif I. Solberg, M.D.Leif I. Solberg, M.D.

Dr. Solberg is a family physician who is an associate medical director for HealthPartners Medical Group and Clinics (a 650-physician multispecialty group practice), senior staff for HealthPartners (an 800,000 member health plan), and director for care improvement research for HealthPartners Research Foundation in Minneapolis. He is also a clinical professor at the University of Minnesota Department of Family Medicine and Community Health and on the board of directors for the Institute for Clinical Systems Improvement (ICSI), a Minnesota collaborative for quality improvement that has become a national leader. Dr. Solberg is internationally known for his work on organizational aspects of quality improvement and implementation, chronic disease care (including depression), and clinical preventive services delivery. He has published more than 200 papers and books/book chapters in these areas. His main interest is in learning how to improve the quality of care provided in the primary care setting. Dr. Solberg is a principal investigator of the National Institute of Mental Health-funded R01 study to evaluate the Depression Improvement Across Minnesota (DIAMOND) initiative for implementing improved primary care of depression throughout Minnesota.

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Harold C. Sox, M.D., M.A.C.P.Harold C. Sox, M.D., M.A.C.P.

Dr. Sox graduated from Stanford University (B B.S. physics) and Harvard Medical School. After serving as a medical intern and resident at Massachusetts General Hospital, he spent 2 years doing research in immunology at the National Institutes of Health and 3 years at Dartmouth Medical School, where he served as chief medical resident and began his studies of medical decisionmaking. He then spent 15 years on the faculty of Stanford University School of Medicine, where he was the chief of the division of general internal medicine and director of ambulatory care at the Palo Alto Veterans Administration Medical Center. In 1988 he returned to Dartmouth where he served for 13 years as the Joseph M. Huber Professor of Medicine and chair of the department of medicine. He was the editor of the Annals of Internal Medicine from 2001 to 2009. He is now professor of medicine of The Dartmouth Institute (emeritus, active) at Dartmouth Medical School.

Dr. Sox was the president of the American College of Physicians during 1998–1999. He chaired the U.S. Preventive Services Task Force from 1990 to 1995, the Institute of Medicine Committee to study HIV transmission through blood products, and the Institute of Medicine Committee on health effects associated with exposures experienced in the Gulf War. He chaired the Medicare Coverage Advisory Committee of the Center for Medicare Services from 1999 to 2003 and served on the Report Review Committee of the National Research Council from 2000 to 2005. He recently cochaired the Institute of Medicine Committee to set national priorities for comparative effectiveness research. He also chairs the National Advisory Committee for the Robert Wood Johnson Foundation Physician Faculty Scholars Program and is a member of the board of directors of the Foundation for Informed Medical Decision Making. He was elected to the Institute of Medicine of the National Academies in 1993 and to a fellowship in the American Association for the Advancement of Science in 2002. His books include “Medical Decision Making,” “Common Diagnostic Tests: Selection and Interpretation,” and “HIV and the Blood Supply: an Analysis of Crisis Decisionmaking.”

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Mitchell SugarmanMitchell Sugarman, M.B.A.

Mr. Sugarman is the vice president of Global Health Economics, Policy, and Payment for Medtronic’s cardiovascular division. In this role, he is responsible for ensuring that reimbursement is a consideration in every functional area from product conception through product launch to marketing. Mr. Sugarman’s primary objective is to ensure that providers and payers (public and private, domestic and foreign) have the right information to make appropriate coding, coverage, and payment decisions about health care. Key to this role is ensuring that clinical trials are designed with an eye toward providing quality data to health care decisionmakers rather than just achieving regulatory approval. Medtronic’s cardiovascular division produces coronary and peripheral stents, balloons, wires, aortic stent-grafts, and other products used in the treatment and diagnosis of vascular disease.

Prior to joining Medtronic, Mr. Sugarman worked at Kaiser Permanente for 19 years, initially as the director of a clinical genetics department and later as the director of medical technology assessment.

Having worked on both the payer and provider sides of health care at Kaiser Permanente, and the industry side at Medtronic, Inc., Mr. Sugarman has a unique perspective on health technology assessment and the need to use this discipline in a practical, effective manner.

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Judy Zerzan, M.D., M.P.H.Judy Zerzan, M.D., M.P.H.

Dr. Zerzan has been Medicaid medical director for the Colorado Department of Health Care Policy and Financing since May 2009. As medical director, she provides clinical guidance for policy, quality improvement, and program development for medical and pharmacy benefits. She is an assistant professor in the division of general internal medicine at the University of Colorado Denver where she does health services research and practices as a hospitalist.

Dr. Zerzan received her M.D. from Oregon Health and Science University in 1998 and her M.P.H. in health policy and administration from the University of North Carolina in 1999. She completed the Robert Wood Johnson Clinical Scholars Program at the University of Washington in Seattle in 2007. Dr. Zerzan was a 2008–2010 nonresidential health and aging policy fellow in the office of U.S. Senator John D. Rockefeller, IV, of West Virginia. During her fellowship, she worked on policies related to Medicaid, the Children’s Health Insurance Program (CHIP), benefits for those dually eligible for Medicare and Medicaid, and prescription drugs.

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