Greg Balfanz

Greg Balfanz, MD

Dr. Greg Balfanz is Assistant Professor of Anesthesiology at UNC. He has an interest in perioperative blood management and received support through the IHQI Improvement Scholars Program in 2016 for implementation of a best practice strategy with Urology. He also has an interest ERAS and operational efficiency issues related to perioperative management.

Tom Bice

Tom Bice, MD, MSc

Dr. Thomas Bice is a clinical instructor of Pulmonary and Critical Care Medicine at UNC. He received his M.D. from Tulane University School of Medicine, completed residency training in Internal Medicine at the Mayo Clinic in Rochester, MN, and completed his fellowship training in Pulmonary and Critical Care Medicine at UNC. He also received a M.Sc. in Clinical Research from UNC. His interest in quality revolves around improved delivery of critical care. He received support as an IHQI Improvement Scholar for implementation of lung protective ventilation.

Jenny Boyd

Jenny Boyd, MD

Dr. Jenny Boyd is an Associate Professor of Pediatrics. As Service Line Director of Pediatric Critical Care at UNC, she leads quality improvement projects that include reducing hospital acquired conditions such as CLABSI, CAUTI, and VAP, as well as standardizing sedation practices in mechanically ventilated pediatric patients, and implementation of standardized clinical pathways in the pediatric intensive care unit. Dr. Boyd currently serves on the Society of Critical Care Medicine task force to develop national recommendations for pediatric sedation, delirium, withdrawal, and tolerance prevention and treatment. Her training includes Yellow and Green Six Sigma Belt Training and Purple Belt (LEAN) training. She also is a member of the UNC Children’s Hospital CLABSI prevention Task Force.


Kathy Bradford, MD

Dr. Kathy Bradford is Professor of Pediatrics in the Division of General Pediatrics and Adolescent Medicine. She is a Pediatric Hospitalist and Board certified in General Pediatrics and Pediatric Critical Care. She has an interest in hospital medicine coordination and communication of care, patient outcomes, patient satisfaction and family-centered care. She is a Quality Improvement coach for the UNC Department of Neurosurgery. Her training includes completion of the Advanced Improvement Methods Course (AIMS) at the University of Cincinnati Children’s Hospital and other QI training including Yellow and Green Six Sigma Belt training and Purple Belt (LEAN) training, and TeamSTEPPS Master Trainer certification. Current QI initiatives include QI coaching for the EMPower project, a Center for Disease Control prevention initiative assisting hospitals throughout the US to achieve baby friendly USA designation and a Course Director for PubH 703, QI in Public Health, UNC Gilling’s School of Global Health funded by the HRSA for the EMPHasis Project (Education in Medicine and Population Health; a system of interdisciplinary study). Dr. Bradford was selected as an IHQI Improvement Scholar in 2014.

Shannon Carson, MD

Dr. Shannon Carson is Professor of Medicine at the UNC Department of Medicine and Division Chief of Pulmonary Diseases and Critical Care Medicine. He is a Co-PI on multiple multicenter clinical trials and cohort studies involving critically ill patients, and he was also a co-PI in the COPD Network for Comparative Effectiveness Research and Translation (CONCERT Network). Dr. Carson served on the Quality Improvement Committee for the American Thoracic Society and served on writing groups for statements on Pay-for-Performance, Comparative Effectiveness Research, and Implementation Science. He has been a consultant on projects using Medicare data to assess the role and function of Long-term Care Hospitals in the care of patients with complex acute illness.

Bhisham Chera, MD

Dr. Bhisham Chera is Associate Professor and Director of Patient Safety and Quality in the Department of Radiation Oncology at the UNC. Dr. Chera is interested in translating quality improvement principles and methodologies from high reliability organizations to the daily activities of radiation oncology clinics. A recent project led by Dr. Chera aimed to reduce unplanned admissions of patients receiving outpatient radiation by 1) developing a mobile application for patients to self-report symptoms and 2) developing a weekly NP- and RN-lead symptom-management clinic.

Darren DeWalt

Darren DeWalt, MD, MPH

Dr. Darren DeWalt is Chief of the Division of General Medicine and Clinical Epidemiology and Associate Professor at UNC. He completed 2 years as Director of the Learning and Diffusion Group at the Center for Medicare and Medicaid Innovation. He was also the principal investigator for the North Carolina Infrastructure for Maintaining Primary Care Transformation (NC IMPaCT) and led the design team and was a national improvement advisor for the Improving Performance in Practice (IPIP) program. His research focuses include self-management interventions for patients with low-literacy and chronic diseases like diabetes, heart failure, COPD, and asthma.

Katrina Donahue, MD, MPH

Dr. Katrina Donahue is Professor and Director of Research at the UNC Department of Family Medicine. Dr. Donahue is the Co-Director of the North Carolina Network Consortium, which works to improve patient outcomes through research and dissemination of high quality, safe and cost-efficient patient care. Dr. Donahue has a strong interest in primary care practice redesign, health behavior change, comparative effectiveness, and translational research involving collaborations among public health and primary care.

Spencer Dorn, MD, MPH, MHA

Dr. Spencer Dorn is Associate Professor of Medicine and the Vice Chief of Gastroenterology where he works to improve quality of care, operational efficiency, and patient experiences. Dr. Dorn has served as a member of various American Gastroenterological Association quality and practice committees, and regularly writes and presents on the effects of health policy, regulations, and market forces on clinical practice.

Jennifer Elston Lafata, PhD, MHSA

Dr. Lafata is a BSPH graduate of UNC Chapel Hill and received her doctorate in Health Services Management and Policy from the School of Public Health at the University of Michigan in Ann Arbor. Dr. Lafata returned to UNC Chapel Hill in 2016. Prior to returning to UNC, she served in a number of leadership positions at the Henry Ford Health System in Detroit, MI, and most recently was on faculty in the School of Medicine and the Massey Cancer Center at Virginia Commonwealth University. Her academic focus is on how the engagement of patients can facilitate the delivery and receipt of evidence-based cancer care. She has extensive experience working with delivery organizations to develop, implement, and evaluate care innovations.

Matt Ewend, MD, FACS

Dr. Matthew G. Ewend is Chair of the Department of Neurosurgery at UNC. He joined the faculty in 1997 after completing medical school, neurosurgery residency, and a brain tumor fellowship at The Johns Hopkins School of Medicine and The Johns Hopkins Hospital. Dr. Ewend’s clinical interests lie in the fields of brain tumors (including brain metastases), trigeminal neuralgia, radiosurgery, Chiari malformation, hydrocephalus and pediatric neurosurgery.

In addition to these roles, Dr. Ewend is the President of UNC Physicians and the Chief Quality and Value Officer for the  University of North Carolina Health Care System. He is also the Group Leader for NeuroOncology in the UNC Lineberger Comprehensive Cancer Center. His research interests are in novel imaging of the brain, treatment of brain metastases, and outcomes for endoscopic neurosurgery.

Kori Flower, MD, MS, MPH

Dr. Kori Flower is Associate Professor of Pediatrics at the UNC. Dr. Flower also works with Population Health Improvement Partners as a Senior Improvement Advisor. Dr. Flower has provided expertise in measurement for an oral health collaborative and maternal and child multi-state projects. Dr. Flower’s current project, Carolina Conexiones, aims to improve patient experience and flow for Spanish-speaking families at the NC Children’s Specialty Clinic with patient navigators. She received training in quality improvement methods through the Advanced Improvement Methods Workshops at the North Carolina Center for Children’s Healthcare Improvement and Cincinnati Children’s Hospital.

Ajay Gulati

Ajay Gulati, MD

Dr. Gulati is a pediatric gastroenterologist and Associate Professor of Pediatrics at UNC.  He is the director of the Pediatric Inflammatory Bowel Diseases clinical service line and serves as the physician leader of the UNC ImproveCareNow (ICN) team.  The ICN network is a multicenter learning health system that integrates quality improvement, informatics, and research to improve outcomes for children with Inflammatory Bowel Diseases.

Mark Gwynne, DO

Dr. Mark Gwynne is an Associate Professor and Co-Director of the UNC Family Medicine Center and Medical Director for UNC Health Alliance. Dr. Gwynne is interested in new models of healthcare delivery in the primary care setting, transitions of care between health care settings, quality improvement and innovative models of care within the Patient Centered Medical Home.

Trevor Hackman

Trevor Hackman, MD, FACS

Trevor Hackman is an Associate Professor of Otolaryngology / Head and Neck Surgery at UNC, and has been on faculty since 2009. His clinical interests include head and neck oncology, minimally invasive surgery and reconstructive surgery. He has served as a Triad Service Line Leader since 2014, as well as a physician advisor for UNC Patient Safety Indicator focus groups. He has published QI research on the implementation of standardize care protocols to reduce respiratory events after tracheostomy placement.  He has a variety of ongoing quality improvement initiatives: 1) development of an Enhanced Recovery After Surgery (ERAS) pathway for otolaryngology; 2) development of opioid reduction regiments for inpatient and ambulatory settings; 3) Reducing re-admissions and complications.

Jacquie Halladay, MD, MPH

Dr. Jacquie Halladay is an Associate Professor of Family Medicine and the co-director of the North Carolina Network Consortium, a statewide practice based research network ( Dr. Halladay is involved in a number of multi-site trials designed to improve outcomes for patients with various chronic diseases. She also is deeply involved in the local and national efforts to understand how to better use existing clinical data to support research/QI efforts.

Laura C. Hanson, MD, MPH

Dr. Hanson is a Professor in the Division of Geriatric Medicine in the School of Medicine at The University of North Carolina – Chapel Hill. She received her medical degree from Harvard Medical School, and her Masters in Public Health from the University of North Carolina. She is board-certified and continues clinical practice in Geriatric Medicine and Hospice & Palliative Medicine. Dr. Hanson is Director of the UNC Palliative Care Program, which integrates clinical service delivery, research and education to promote high quality care for patients with serious illness and their families. In addition, she leads a funded research program to measure and to improve the quality of palliative care. In this role, she has led development and testing of quality metrics for hospice and palliative care, and testing of innovative models of palliative care for persons with advanced dementia and their family caregivers.

Rob Isaak

Rob Isaak, DO

Dr. Rob Isaak is an Associate Professor in the Department of Anesthesiology where he serves as an Assistant Director of the UNC Enhanced Recovery After Surgery (ERAS) program. This program was developed in 2014 with support from IHQI, and now impacts patients from several surgical subspecialties including surgical oncology, gynecological oncology, thoracic surgery, and colorectal surgery. Dr. Isaak also serves as the Director of the Consortium of Anesthesiology and Patient Safety through Experiential Learning (CAPSEL) and is the Assistant Program Director for the anesthesiology residency program.

Tom Ivester, MD, MPH

Dr. Tom Ivester is Professor of Maternal-Fetal Medicine at UNC. In 2017, he assumed the role of Chief Medical Officer and Vice President of Medical Affairs for UNC Hospitals, providing clinical leadership and strategic direction for inpatient and outpatient services of UNC Hospitals and serving as a liaison between the hospital, the UNC School of Medicine, and UNC Faculty Physicians. He previously served as Medical Director for Quality and Safety In Obstetrics, implementing comprehensive strategies to improve care in obstetrics. Other recent work has included improving health systems in developing countries toward improved survival of mothers and infants, with projects in Zambia, Malawi, and Ghana. Dr. Ivester received his MPH – Leadership from the UNC Gillings School of Global Public Health with a concentration in Quality Improvement, and undertook additional advanced training in applied QI methods.

Mike Kappelman, MD, MPH

Dr. Michael Kappelman is a pediatric gastroenterologist and Professor of Pediatrics at UNC. Dr. Kappelman has been involved in the department and leadership of the ImproveCareNow Network, a multicenter learning health system that integrates quality improvement, informatics, and research to improve outcomes for children with Inflammatory Bowel Disease.

HJ Kim

H.J. Kim, MD

Dr. H.J. Kim is Division Chief and Professor of Surgery at UNC. He is a project lead on the Enhanced Recovery After Surgery (ERAS) program. His specialties include general surgical oncology, gastrointestinal malignancy, pancreatic cancer, endocrine surgery, and breast surgical oncology.

Lavinia Kolarczyk

Lavinia Kolarczyk, MD

Dr. Lavinia Kolarczyk is an Associate Professor of Anesthesiology at UNC, who specializes in adult cardiothoracic anesthesiology. She is the director of the Enhanced Recovery After Surgery (ERAS) program at UNC Hospitals. This program was developed in 2014 with support from IHQI. ERAS serves to standardize the perioperative management of patients undergoing a variety of surgical procedures using current evidence-based practice. ERAS programs serve as a vehicle to deliver value-based care, as they have proven to improve patient outcomes and decrease hospital expenditure. ERAS currently spans 9 surgical service lines at UNC hospitals.

Lori King Lee

Lori Lee is the founder of Me Fine Foundation, Inc., a non-profit organization dedicated to providing hope to critically ill children treated by Children’s Hospitals in North Carolina and their families through financial assistance, emotional support and necessary resources. Founded in memory of her son and named as a testament of the two year old’s spirit, “Me Fine” is currently celebrating 12 years of service to over 1000 families from around the world. Lori’s volunteerism through the organization has earned her national recognition as one of L’Oreal Paris’ 2013 Top 10 Women of Worth Honorees and President Bush’s Points of Light’s Daily Award Honorees.


Patience Leino

Patience Leino entered healthcare in 2005 when her son, Isaac, was born with Hypoplastic Left Heart Syndrome. Following his lengthy PICU stay and subsequent death, she became a Family Advisor, joining the PICU’s multidisciplinary team, Partners for Improving Quality and Measuring for Excellence. Former founding Co-Chair of the NC Children’s Hospital Family Advisory Board, she is now Senior Administrator of MOC External Activities with the American Board of Pediatrics. Her role at the ABP is to assess, coach, and refine various pathways for physicians seeking to claim MOC credit for QI work. Primarily focused on physicians crafting their own projects or claiming credit for involvement in acquiring Patient-Centered Medical Home through NCQA, she often serves as both QI coach and project reviewer.

Moe Lim, MD

Dr. Moe Lim is Associate Professor of Orthopaedics at UNC. He is the Surgeon-in-Chief at the UNC Hillsborough Hospital (Medical Director of Surgical Services), and is an Elected At-Large Member of both the UNC Hospitals Medical Staff Executive Committee and UNC Faculty Physician Board. Dr. Lim is the Vice Chair of Clinical Affairs and Quality for the Department of Orthopaedics and serves as the Academic Advisor for the Smithies Advisory College in the UNC School of Medicine.

Allen Liles, MD

Dr. Allen Liles is a Professor of Medicine and Pediatrics at UNC. Dr. Liles focuses on the delivery of evidence-based care to vulnerable patient populations. Recent quality improvement projects include developing a hospitalist protocol for the evaluation of patients for alcohol detoxification, treatment of vasoocclusive pain crisis in Sickle Cell Disease patients, and end of life care for patients with cirrhosis.


B. Anthony Lindsey, MD

Dr. B. Anthony (Tony) Lindsey, MD, is Executive Associate Dean for Clinical Affairs, Chief Medical Officer, UNC Hospitals and Professor of Psychiatry. In his role as Executive Associate Dean, he is responsible for representing the Dean on matters relating to the clinical activities of the medical school faculty. As Chief Medical Officer, he coordinates all medical staff committees, chairs the Medical Staff Executive Committee and represents the medical staff at the Health Care System Board. He also is responsible for oversight of the medical staff appointment and peer review processes. He is active in efforts to improve patient safety and quality.

Dr. Lindsey is a psychiatrist with specialty certification in geriatric psychiatry. He previously served as Vice Chair for Clinical Affairs and Director of Medical Student Education in the UNC Department of Psychiatry. He currently serves as a consulting psychiatrist at UNC Hospitals.

Robb Malone, PharmD, CPP

Dr. Robb Malone is Vice President of UNC Physicians Practice Quality, Innovation, and Population Health Services, which works with physicians and ambulatory care service areas to improve patient-centered care and outcomes of at risk populations who seek care from UNC Health Care.

Larry Marks, MD

Dr. Larry Marks is the Sidney K. Simon Distinguished Professor of Oncology Research and Chair of the Department of Radiation Oncology. Dr. Marks spearheaded the creation of the Division of Healthcare Engineering, which studies the impact of transformational leadership, Lean-based management principles, and cognitive/behavioral factors’ impact on the efficiency, reliability, safety and quality of radiation therapy treatment.

Peggy McNaull, MD

Dr. Peggy McNaull is Associate Professor of Anesthesiology and Pediatrics, Division Chief for Pediatric Anesthesiology, and Vice Chair of Patient Safety and Quality Improvement in the Department of Anesthesiology at the UNC. In her role as Vice Chair of Patient Safety and Quality Improvement, she is leading the effort to conduct all departmental quality improvement efforts utilizing lean six sigma methodology and the A3 problem solving tool. Under Dr. McNaull’s leadership, the Department of Anesthesiology has restructured their approach to quality improvement and are analyzing, prioritizing, and executing all quality improvement efforts via a Value Stream Program. Dr. McNaull is also one of the project leads for one of the 2018 UNC Medical Center Organizational Goals to Decrease Unused Opiate Supply through an Opioid Stewardship Program.

Clare Mock, MD

Dr. Clare Mock is the Medical Director at UNC Hillsborough Hospital and the Physician Leader for Quality Improvement and Patient Safety at Hillsborough Hospital for the Division of Hospital Medicine. While at Johns Hopkins Hospital, Dr. Mock was an assistant program director for the Armstrong Institution Resident Scholars Fellowship in QI and Patient Safety and completed a Green Belt in Lean Sigma methodology. While at Duke, Dr. Mock completed additional Patient Safety training and focused on improving the responsiveness of Duke’s electronic event reporting system. At UNC, Dr. Mock has continued to focus on Patient Safety and, in particular, the role of event reporting in developing a Culture of Safety. Her current QI projects include event reporting redesign, discharge medication reconciliation standardization, antibiotic stewardship and TeamSTEPPS re-invigoration.

Matt Nielsen, MD, MS

Dr. Matt Nielsen is Associate Professor of Urology and Adjunct Associate Professor of Epidemiology and Health Policy & Management at UNC. Dr. Nielsen serves as the Service Line Leader for Urology and has QI interests in optimizing transfusion practice and perioperative care in general, catheter-associated urinary tract infection, and stewardship of opioid prescribing for surgical populations.

Casey Olm-Shipman, MD

Dr. Casey Olm-Shipman is Assistant Professor of Neurocritical Care at UNC.


Joey Powell

Joey is the Executive Director of the Me Fine Foundation, a 501c3 that provides vital financial assistance and emotional support programs to families who have critically or terminally ill children being treated at local children’s hospitals. In addition to his work with Me Fine, Joey is a father of two kids who have been treated extensively at UNC Children’s Hospital. He currently serves on the Children’s Patient and Family Advisory Board, Children’s Hospital Improvement Council and is heavily involved with New Nurse Orientation, Hillman Scholar Orientation, and other ad hoc projects around the hospital. Joey received his BA from UNC and obtained a Certificate in Nonprofit Management from the Harvard Business School.

Greg Randolph, MD, MPH

Dr. Greg Randolph is Professor of Pediatrics at UNC and the President and CEO of Population Health Improvement Partners. Dr. Randolph has published extensively on the application of quality improvement in healthcare and public health including on lessons learned from measuring return on investment in public health quality improvement initiatives, and advancing quality improvement in public health departments through a statewide training initiative.

Shana Ratner, MD

Dr. Shana Ratner is a Clinical Assistant Professor at the UNC Department of Medicine and Associate Medical Director of the UNC Internal Medicine Clinic. Dr. Ratner leads a project to improve cancer screening and vaccination rates among patients in the UNC Primary Care Improvement Collaborative. Her project takes a multipronged approach to improving screening and vaccination rates including developing Epic infrastructure at UNC, developing standard work for outreach, refining patient mailings, and case management.

Dan Reuland

Dan Reuland, MD, MPH

Dr. Dan Reuland is Clinical Professor of Medicine in the Division of General Medicine & Clinical Epidemiology at UNC. He is director of the Carolina Cancer Screening Initiative at the Lineberger Cancer Center and the Expanding Networks for Latinos through Community Engagement (ENLaCE) project within the North Carolina Translational and Clinical Sciences (NC TraCS) Institute. His primary research interests are in cancer prevention and control. More specifically, his work focuses on developing, testing, and implementing interventions aimed at improving communication and shared decision making within primary care practices and health systems. In 2015 Dr. Reuland was selected as an IHQI Improvement Scholar to develop and pilot test policies, processes, and tools needed for appropriate implementation of lung cancer screening within the UNC Health Care System.

Carl Seashore, MD

Dr. Carl Seashore is Professor of Pediatrics in the Division of General Pediatrics and Adolescent Medicine. He is a general academic pediatrician with interests in QI, newborn care, ambulatory pediatrics, and informatics. He was previously Service Line Leader for Newborn Care and is currently Director of Informatics for Children’s Services and a Lead Informatics Physician for UNC Healthcare. His QI training includes Yellow, Blue, and Green Belt Six Sigma training and Purple Belt (LEAN) training. Dr. Seashore has worked extensively with the Perinatal Quality Collaborative of North Carolina (PQCNC) on projects relating to newborn care delivery across the state, helping lead several initiatives including those aimed at improving care for babies with NAS and risk for sepsis. Other past QI initiatives include QI coaching and serving as Informatics expert for the EMPower Breastfeeding Collaborative, a Centers for Disease Control and Prevention initiative coaching hospitals throughout the US to improve mother-baby care during the birth hospitalization and breastfeeding outcomes. He was a participant in the 2018 IHQI project, “LGBTQI”, which focused on improving care for patients in the LGBTQ community at UNC’s Children’s Primary Care Clinic, where he also supervises residents during the clinic experience.

Amy Shaheen, MD

Dr. Amy Shaheen is Associate Professor of Clinical Medicine in the department of Medicine at UNC. Her academic interests are health care quality and safety in primary care, preventative medicine and education of medical students and residents. Dr. Shaheen leads the UNC School of Medicine’s Students Engaged in Quality and Safety Track (SEQST) where medical students are introduced to quality improvement principles and engage in a yearlong improvement project. Dr. Shaheen received her MSc from Northwestern University with a focus on Health Care Quality and Safety in 2014.

Sarah Smithson, MD, MPH

Dr. Sarah Smithson is Assistant Professor in the Department of Medicine at UNC. Dr. Smithson is the Course Director for the Advanced Practice Selective, a systems based practice course for medical students. Dr. Smithson also led Project UPLIPHT (Uniting Partners in Primary Care and Psychiatry to Lead Improvement in Psychiatric Health Treatment), a collaborative care program that aims to improve symptoms of clinical depression in adult primary care patients in outpatient primary care settings. She is engaged in Quality Improvement work related to Depression management, Diabetes care, and improving the care for complex patients in the Internal Medicine Clinic.

Mike Steiner, MD, MPH

Dr. Mike Steiner is Associate Professor of Pediatrics and Chief of the Division of General Pediatric and Adolescent Medicine at UNC. Dr. Steiner is also a member of the Children’s Hospital Quality Council.

Alex Toledo, MD

Dr. Alexander Toledo is Associate Professor of Surgery at the Division of Abdominal Transplant Surgery in the UNC School of Medicine. Dr. Toledo performs kidney, liver, and pancreas transplants in addition to living donor nephrectomies and vascular access surgery. He is also the Surgical Director of the kidney transplant program. His other clinical interests include bioethics and quality improvement, and he has been involved in several Six Sigma based projects within the division.

Samuel Weir, MD

Dr. Samuel Weir is Associate Professor of Family Medicine in the School of Medicine and the director of Continuous Improvement for the Department of Family Medicine. In that role he is part of the Lean Transformation Leadership Team in the Family Medicine Center on Campus. He also directs the Department’s Faculty Development Fellowship. Within UNC Healthcare, Dr. Weir serves as a Lead Informatics Physician focused on population health management and optimizing ambulatory scheduling to minimize delays for patients. He leads the Primary Care Improvement Collaborative, which brings together 13 primary care practices working together to improve patient care from across the healthcare system.

David Zvara, MD

Dr. David Zvara is Professor and Chair of Anesthesiology at UNC Chapel Hill.