March 29 from Noon-1 p.m. CT

  • Free

Register Online

Learn about different approaches taken by organizations across the country for completing their case record reviews. Our panelists will discuss the details of their case record review processes and lessons learned throughout implementation. 

Key discussion points include:

  • Who is involved throughout the process
  • Frequency at which reviews are conducted
  • How information is shared with staff and stakeholders
  • How changes to the process are made

Whether working at a big or small organization, each panelist has found an effective case record review process and can spark new ideas that can be applied to participants’ organizations.

This webinar is presented by the Performance Excellence Alliance Peer Exchange Group. Members can join this group on myAlliance. 

Learning Objectives

  • How often to complete case record reviews
  • Who to involve in the process
  • How to sample records
  • How to debrief reviews and apply lessons learned 
  • How to report out on trends 
  • How to revise your current process

Who Should Attend

  • Executives
  • Managers and directors
  • Quality improvement staff
  • Accreditation/compliance staff


Jed Dews
Associate Executive Director
Pendleton Place

Jed Dews is the associate executive director of Pendleton Place, a nonprofit agency dedicated to keeping children safe and supporting families in crisis through prevention, assessment, and intervention. He provides strategic support for day-to-day administration and operations of the organization's innovative child and family services, as well as oversight for its quality improvement and technology initiatives. Before discovering his passion for nonprofit child welfare, Dews worked as a high school language arts teacher, a project manager for prominent e-learning companies, and a freelance consultant for nonprofit accreditation seekers and foster care reform advocates. When not working, his favorite things include being an uncle, dueling piano bars, and vintage bow ties.


Janet Braker
Director of Performance Excellence
Cornerstones of Care 

Janet Braker is the director of performance excellence for Cornerstones of Care, a nonprofit organization that provides trauma-informed care to children and families to help them achieve health, happiness, confidence, competence, and self-sufficiency. She has over 22 years of experience working in the public and private child welfare community. Braker oversees the performance improvement processes for all Cornerstones of Care programs, which includes developing and supporting evaluative and change management processes aimed at improving the overall quality of services being delivered; providing oversight of tracking compliance with contracts and accrediting bodies including the Council on Accreditation, Healthy Families America, and HIPAA.  She also has oversight of risk management issues and insurance activities.

Gurudarshan Khalsa
Aviva Family and Children’s Services
Director of Quality Improvement

Gurudarshan Khalsa is a licensed marriage and family therapist and the director of quality improvement at Aviva Family and Children’s Services. She received her master’s from Pacifica Graduate Institute. She has worked in the community mental health field for nearly 10 years, first as a residential counselor, then as a therapeutic behavioral services specialist, and finally as a marriage and family therapist trainee and intern. She began working at Aviva in 2013 as a residential therapist in Aviva’s RCL 12 Group Home. In 2016, she joined Aviva’s quality improvement department as quality improvement coordinator.

Alicia Marotto
Director of Compliance and Privacy
The Village for Families and Children

Alicia Marotto joined The Village in 2012 as a compliance specialist and has been the director of compliance and privacy with The Village since 2015, providing leadership in areas such Joint Commission Accreditation, Risk Management and the Meaningful Use Electronic Health Record Incentive Programs at the agency.

As director of compliance and privacy for The Village, Marotto works closely with the executive leadership team to ensure compliance with agency policies, state and federal regulations, and accreditation standards. She helps to establish methods to improve quality, safety, and efficiency across Village programs.

After five years in the financial services industry, she began her career in the public sector in quality assurance with one of largest Community Action Agencies in New England, the Community Renewal Team, in Hartford, Connecticut. In her home state at the University of New Hampshire, she earned her bachelor’s in political science and community development. It was here that she found her enthusiasm for building strong, healthy communities and went on to obtain a master’s in public administration from the University of Connecticut.

Direct questions to Ann Koerner, associate at the Alliance.