Electronic Health Records Expert Witness

Provides Opinion & Testimony In:

Board Certified Family Medicine, EHR, Health Care Management, Medical Informatics, Electronic Health Records


Expert, the Chief Medical Information Officer for Piedmont Healthcare, is double Board Certified in Family Medicine and Clinical Informatics with 23 years clinical experience and 20 years of EHR use. He managed 14 years of physician leadership, adoption, implementation, and optimization on multiple EHR platforms. He holds an MBA in Health Care Management and a graduate certificate in Medical Informatics. He succeeded at a large regional hospital, a multistate IDN, and a prominent community hospital system with clinical content, quality improvement, and optimization projects. He is a knowledgeable physician executive with direct C-suite and provider facing work in medical software user interfaces, design, change management and adoption strategy to drive EHR success. An engaging presentation style, effective communication, teaching, writing, medical staff interaction, negotiation, expert testimony and conflict resolution are some of Expert’s strengths. As an award winning family physician, previous Family Practice Chairman at St. Joseph Heritage Medical Group, and international speaker on informatics he demonstrates integrity, professionalism, clinical excellence, executive skills, and meaningful EHR deployment.

Career goals
To work with major health care organizations aiming to assure safety, improve outcomes, raise quality measures and enable medical staff effectiveness. Enhance organizations’ leverage of IT for the benefit of all stakeholders, especially patients.

Work History:
Piedmont Health Care (July 2015 to current)Interim Chief Medical Information Officer
PHC Atlanta Georgia

Responsibilities & Accomplishments

  • Took over the lead for a 7 hospital Epic deployment
  • Redefined reporting and work efforts of a 60+ clinical analyst team
  • Created and led executive inpatient and outpatient governance teams
  • Analyzed and redirected quality & safety projects related to Leapfrog
  • Leading numerous clinical standardization projects across the system
  • Data analysis for break/fix, optimization, and future implementation
  • Successfully re-engineered the sepsis alert and VTE prophylaxis platforms

Regional Hospital (July 2012 to May 2015)Chief Medical Information Officer
Yuma Regional Medical Center

Responsibilities & Accomplishments

  • Set up and lead a high functioning governance council for EHR decisions
  • Design, build, optimize and validate numerous modules within Epic EHR
  • Oversee diverse IT analyst projects and teams, includes hospital & ambulatory
  • Build, monitor, and attest for meaningful use successfully Stage 1 and Stage 2
  • Strategize informatics roadmap for content, quality, safety, and usability with substantial improvement in quality reporting numbers driven by IT
  • Optimized workflows in surgery and emergency department
  • Executive presentations on projects, EHR initiatives, and informatics
  • Clinical liaison on EHR use for clinical success and user satisfaction
  • ICD-10 program development and documentation improvemen
  • Extensive clinical collaboration and physician engagement successes

Corporate Integrated Delivery Network (August 2010 to June 2012)
Director-Clinical Content
Catholic Health East
Responsibilities & Accomplishments

  • Create standardized order sets for use in Soarian and Meditech
  • Lead and work with diverse teams including executives, physicians, nurses, analysts, and IT personnel for clinical content and transformation
  • Revamp and re-engineer order set development and approval process
  • Meet and exceed order set generation goals (over 100 in just a few months)
  • Clinical transformation lead for several large hospitals with proven “Go-lives”
  • Outpatient EHR initiatives with NextGen, Epic and Allscripts
  • Responsibility to drive quality measure capture and reporting
  • Clinical documentation excellence leader
  • Dotted line reporting from regional CMIO’s and CMO’s on transformation efforts

Corporate (December 2007 to August 2010)
Physician executive/clinical liaison/certified informaticist
Medsphere Systems Corporation
Responsibilities & Accomplishments

  • Direct responsibility for 3 hospital transformations that had successful “Go-lives” and attested for Meaningful Use Stage 1
  • Demonstrate OpenVista EHR solution to hospital staffs from C-suite to physicians and nurses with several contract wins
  • Collaborated with a team that built a complete EHR order set and template menu for client end users
  • Substantially increased sales pipeline several fold through clinical presentations on the positive impact of EHR on workflow and efficiencies to drive outcomes
  • Created and presented clinically driven adoption models for organizations deploying EHR’s
  • Presented adoption models at TEPR national meeting
  • Built a change management and adoption schema for clients
  • Managed a physician end-user satisfaction and feedback system
  • Traveled extensively to client sites to meet with clinical and administrative stakeholders
  • Wrote and certified a CME lecture on informatics basics for physicians without EHR experience

Entrepreneur (May 2008 to July 2010)
Chief Executive Officer
VivMed Communications Inc.
Primary Responsibilities:

  • Successfully contracted and closed a pilot deal with a 150+ physician medical specialty group.
  • Invented with executive team a new physician mobile communication tool to facilitate physician collaboration
  • Negotiated with Angels, VC’s, and attorneys to obtain financing
  • Assisted in building a comprehensive business plan and financial goals
  • Wrote mission and vision statements and created an executive summary developing and solidifying the company as a viable startup business
  • Created a road map for product success and future development

Utilization Review (November 2007 to December 2009)
Physician Reviewer/Auditor
CompPartners Inc.
Primary Responsibilities:

  • Reviewed complex UR cases for medical necessity and rendered decisions
  • Established trusting, collegial peer to peer relationships with physicians and nurses on review teams
  • Direct contact with treating physicians on challenging medico-legal cases
  • Audited other physicians reviews for clarity, content, and accuracy in decision-making
  • Learned complex and extensive guidelines for evidence based medical care

Family Physician and Family Practice Chairman (February 2001 to December 2007)
Staff Physician
St. Joseph Heritage Medical Group
Primary Responsibilities:

  • Attended patients in a full time medical practice
  • Chairman and leader for 17 family physicians
  • Scheduled call responsibilities for urgent care coverage
  • Consistently achieved highest satisfaction ratings in the group
  • Implemented Allscripts Touchworks EHR and championed workflow changes for improved patient care, specifically visionary for problem lists, medication reconciliation and physician documentation

Employment beyond 10 years

  • Queensland, Australia Relief/Rover physician 1998-2000
  • Royal Caribbean Cruise Lines Ship’s Physician 2000
  • RMS Titanic, Inc. Expedition Physician 1998 Titanic Research and Recovery Expedition
  • Carnival Cruise Lines Ship’s Physician 1998
  • Convenient Medical Care Staff Physician 1988-1998
  • CompHealth Partners Locum Tenens Physician 1987-2000


  • University of Maryland, College Park, MD 1978-82, BS zoology
  • Medical University of South Carolina, Charleston, SC 1982-86, MD
  • University of Phoenix, Costa Mesa, CA 2004-2007, MBA Health Care Management
  • University of Phoenix, Online, 2009, Graduate Certificate Health Care Informatics

Hospital Training
Eastern Virginia Graduate School of Medicine, Norfolk, VA 1986-87, Medicine
University of California-Irvine, Orange, CA 1988-90, Family Practice

Professional and Academic Appointments

  • University of California-Irvine, Orange, CA, Professor of Family Medicine 1991-09
  • St. Joseph Heritage Medical Group, Family Practice Chairman 2003-08
  • Independent Medical-Legal Consultation 2008-09
  • University of Phoenix, Professor in the School of Business, Strategic Decisions

Board Certification
American Board of Family Medicine, certified through 2020

Professional Organizations

Speaking engagements

  • HIMSS AsiaPac Singapore
  • HIMSS AsiaPac Taiwan
  • Connex event Las Vegas
  • iHT2 Conference Phoenix, Atlanta, San Diego
  • Ohio Linux Conference
  • mHealth Conference Palm Springs

Published writing

  • PC World
  • Family Practice Management
  • Unique Opportunities
  • LA Times
  • Worst Case Scenario
  • Others upon request


  • Orange County Medical Association Physician of Excellence 2007 and 2008
  • Teacher of the Year, University of California-Irvine Dept. of Family Medicine 1994

Professional References

  • Carl Myers, MD, past CMO at Yuma Regional Medical Center
  • Richard Pitts, DO, Orange County Medical Assoc. Past President
  • Barbara Antuna, MD, board certified Emergency Physician