We are Clinicial Surveillance and Compliance. In September, we announced that our business will be called Clinical Surveillance & Compliance instead of Safety & Surveillance. Key drivers for this transition are the need to better clarify our solutions within the Health portfolio, and our business joining with Health Language to become the third business unit—Clinical Surveillance, Compliance & Data Solutions—in the division joining Health Learning, Research & Practice (HLRP) and Clinical Effectiveness (CE).


At the end of the day, these names are predominantly internal. To the outside world, our master brand remains Wolters Kluwer and we must work together across business units to represent our brand consistently; you’ll see small changes like the logo on the front door of our office, to larger initiatives like the OneWeb initiative that’s underway for 2020. With this focus of defining ‘who we are’ in mind, Health division leadership came together in September in New York to develop a shared mission. Watch the video to learn more.

We share a common mission with other business units within the Health division. In this video, Karen Kobelski, GM, Clinical Surveillance, Compliance & Data Solutions talks about our focus to ensure every patient benefits from the best knowledge and evidence to improve their care.

Innovation Updates

We’re delivering innovative solutions and features in our R4 release that is coming up on November 20 (the date was pushed back from October to accommodate this larger release). Our team is committed to helping clinicians stay in front of new and emerging clinical challenges with these updates—most of which will be showcased at ASHP Midyear in December:

    • AMS enhanced initiative– A recent CDC report showed approximately 30 percent of antibiotics used in hospitals are unnecessary. Improvements have been made but more opportunities remain for hospitals to improve performance. That’s one reason we’re continuing to improve our Antimicrobial Stewardship initiative rules content, analytics and reporting (including antibiogram and AU/AR updates, bringing us to parity with the competition). We’ve also provided our customers the opportunity to compare their Standardized Antimicrobial Administration Ratio (SAARs) with new benchmarking capabilities in this next release.
    • Opioid Stewardship – With the Joint Commission’s new audit requirements, Sentri7 will provide evidence-based tools to improve real-time management of opioids in the inpatient setting. This includes the ability to track and change opioid agent selection, analyze prescribing patterns across facilities and access to turnkey reporting to comply with state requirements. This is our first step toward a more comprehensive offering and we will have a ‘soft launch’ at ASHP.
    • C. difficile infection (CDI) risk scoring – C. difficile is a top concern for hospitals. That’s why Wolters Kluwer is investing in predictive modeling to identify patients at risk in real-time and providing evidence-based guidance tailored to that patient/risk score. There will be a marketing launch of the solution at ASHP with a brief demo and promotion of our investment in innovation. We’re finalizing the model and moving into beta testing post-R4. Once we validate the new model, we can start to turn on the feature for our customers with the AMS toolkit.
    • Standardized Infection Ratio (SIR) Benchmarking – Our customers want to know how their hospital compares to the national standard infection ratio so they can identify areas for improvement to reduce infections. With this release, our customers will have access to SIR benchmarking to NHSN data in Sentri7 IP analytics so they can see how well their hospital is performing compared to peers. This new analytics feature will allow them to calculate and compare SIRs for key HAIs.


Simplifi 797 
    • USP <797> content – With the delay in USP <797> enforcement, updates to content is on hold until further notice.
    • System standardization to improve compliance confidence. This release will include standardization tools to create efficiencies and consistencies in how health systems standardize policies & procedures, processes and training for USP <795>, <797> and <800> across facilities.
    • Improve efficiencies and compliance around USP <797> Master Formulations and Compounding Records for sterile and non-sterile compounding. With Simplifi 797’s new Compounding Records Module, your customers can centralize recipes and easily support batch compounding documentation and labeling—saving time, removing manual processes and ensuring the accuracy of the documentation.
POC Advisor
    • Our focus is on implementation –The team is working toward University of Texas Southwest’s December go-live on December 2nd with development work on the Epic integrated workflow. The release also includes the ability to set up POC Advisor users as virtual users so they can access our first new set of analytics via the SoleSource platform!

Innovation Inspiration: Voice of the Customer Interviews & Stories

Gathering feedback on our customers’ experience with our solution and exploring their evolving needs and expectations of how the solution should function are key insights our team needs to stay competitive in the marketplace. It’s also great for collecting testimonials to use through our sales and marketing efforts. 

The Compliance team recently interviewed Matt Wolfe, System Coordinator Pharmacy Operations for Froedtert Hospital System in Milwaukee—we like what he had to say: “We place very high value on Simplifi 797. We recently survived a Joint Commission inspection and the inspectors asked to see Simplifi 797, asking us to show our completed activities. It was very easy to run the reports right out of Simplifi 797. It’s a tool that everyone touches on a daily basis, which makes it very important for our department.”


Sentri7 is improving patient care and improving hospital financial performance. We sat down with Matt Baldwin, Executive Director of Pharmacy at Aultman Hospital in Ohio to learn more about how his team is using Sentri7 to improve performance and drive cost savings. Here’s what he had to say:


“Sentri7 has also given us the ability to manage our larger target clinical initiatives like anticoagulation monitoring or AMS, as well as tailor our own rules as necessary, which gives us a lot of flexibility and control. We’ve seen a reduction of about $2 million in AMS spend alone since the inception of the program, as well as better patient outcomes. We’re looking to Sentri7 to support our future initiatives in the areas of opioid management and diabetes. We now know what’s possible in the solution and we’re asking ourselves ‘what else can we do?’”

Global Innovation Awards and Code Games

  • Kudos to our Global Innovation Award finalists JJ Chritton, Ian Emmons, Mike Dunk from Clinical Surveillance & Compliance, and their partners in the Wolters Kluwer Health Data Science team. Their submission “Transparent Expandable AI Marketplace” will be presented in the GIA finals in New York City on December 5th! An extra kudos to the ‘Small Client Communications’ entry by Brian Tortorice (Customer Success Manager) and Jay Abushhiwa (Inbound Marketing Specialist) who made it to the semi-finalist round. You’re not only ‘making it better’ for our customers but you epitomize ‘win as a team!’ Learn more about the GIA here>


  • Code Games took place October 2-3 in Madison. This is an intense two-day software development coding competition across offices worldwide—participating employees work together on innovation and technical achievement. Kudos to our two teams: Agile Alchemy and Ctrl Alt Elite. Ctrl Alt Elite’s project BRUCE – an enterprise clinical surveillance hub – won because it was most likely to provide a positive impact for our customers.

The ongoing focus on POC Advisor integration and successful implementation of our customers remains a key focus for our leadership team. Watch the videos (right) to learn more about the importance of effective change management and how we’re applying this to Baton Rouge and Mosaic. Other key updates:

  • Baton Rouge continues to use POC Advisor in their pilot unit. They are looking forward to a feature coming out in the November POC Advisor release that will allow the facility to change their workflow to alert the nurse assigned to the patient versus the current workflow of alerting all nurses on the unit. Once the change is in place, the facility will monitor for a period of time before planning their rollout to their other units.
  • Mosaic continues to use POC Advisor in their two pilot units. We have identified a need for additional training/change management with their physician team in order to make POC Advisor more successful. The facility has requested a 90-day summary of alerts (December timeframe) to review the success of the application before they will plan to roll out to other units.
  • University of Texas Southwest (UTSW) has a pilot go-live scheduled for the week of December 2nd. Leading up to that date, the client has requested a silent go-live alert review beginning on October 14th to study the alerts POC Advisor would fire prior to the go live. Assuming all goes well with the pilot, UTSW would like to roll out to additional units in January. UTSW will be our first Epic client integration.
  • Grady is next in line behind UTSW. They will be our second Epic client going live. Currently we’re targeting a pilot go live in mid-Q1 2020.

In the video above, Dr. Steve Claypool gives a brief update on what’s happening at Mosaic Life Care and Baton Rouge General.

Effective change management is a necessary for every POC Advisor solution implementation. In this video, Steve Claypool, M.D. talks about why.

U.S. Pharmacopeia (USP) Enforcement is on Hold

USP enforcement of chapter <797> may be delayed per an announcement from USP in early September, but we’re moving forward and encouraging customers to do the same. Our partner, Eric S. Kastango (Kastango Consulting Group and CriticalPoint) MBA, BSPharm, FASHP, reminded us why it’s important that we all keep moving forward, “While these regulations are temporarily on hold, 797 (2008) and 795 (2014) versions will be enforced by state boards of pharmacy, the FDA and the Joint Commission. It’s so much more than about passing an inspection—it all boils down to keeping patients and staff safe. That is the priority.” We couldn’t agree more. With Simplifi 797®, our customers can be confident they have the tools, tasks and training to keep staff and patients safe and avoid costly penalties. 


Focus on Growth 

Fostering strong partnerships to strengthen our solutions and expand into adjacent markets is a key focus as we grow in 2020 and beyond. A few updates include:

  • We’re hiring a Business Development Director to develop and manage enterprise-wide partnerships, platform and integration (OEM) partnerships, and alternative markets and channels both domestically and internationally. This role is crucial as we look to expand into new markets with our Compliance solution – Simplifi797 – and seek alternative channels for Surveillance.
  • We’ve renegotiated our contract with Critical Point—the organization who helps keep our Simplifi 797 content and training in line with the evolving USP regulations. For 2020, we added in content development for USP <795> as well as renegotiated key elements of the contract to better align pricing with our solution.
  • Our Omnicell partnership delivered some new customers in Q3. This past quarter we added several new Simplifi 797 customers via the Omnicell partnership, including Veterans Integrated Service Networks (VISN 15) in Kansas City for $89,760 (all Year 1 AcV), in addition to Verde Valley Medical Center for $7,304, Flagstaff Medical Center for $14,968, and Cleveland VA Medical Center for $24,045.                                  Continued 
Focus on Growth cont.

The marketing and sales teams are also working with Omnicell as we prepare for ASHP Midyear in December—with our booths adjacent from each other, we have a great opportunity to tell the story of why we’re better together for improving compounding compliance for customers and prospects.



Top 3 Wins from the Past Quarter



  • Non-hospital – Option Care: added 40 Bioscript locations. ACV = $160,083
  • United Surgical Partners International, Tenet. ACV = $137,897
  • Renewal – UNC: Simplifi 797 and Veriform. ACV = $85,390


  • Unity Health: 4 sites, largest CPSI hospital. Sold S7 (Rx & IP), Competitive replacement of MM. ACV = $220,691
  • LifePoint: Enterprise customer now utilizing both modules with 14 New IP modules contracted, plus one RPH. ACV = $485,498
  • QHC: Service contract to migrate all QHC sites using MEDHOST to a new version. ACV $265,000
Data as of 10/30/2019

Summer Olympics

Despite the rain, teams at the Summer Olympics shined! Our teams burned off some steam at the office’s annual Summer Olympics in September. “The Summer Olympics is a great annual event that offers friendly competition and a chance to mingle with co-workers from other teams,” said Nora Priske, Application Specialist II. Check out the photos below to see how the teams stayed upright during the Ski-walk, went a little deeper with the Limbo and tossed a few water balloons to earn points to win! The 2019 Summer Olympics crowning champion—the team that role-modeled that ‘we are stronger together’, living up to Wolters Kluwer value ‘win as a team’—was Team Turquoise! Kudos to: Allison Errickson, Saravana Muppuru, Alex Han, Brian Tortorice, Dustin School, Jeff Drengler, Mike Lucas, Sarah Strawn, Anna Nikolich, and JJ Chritton! More photos: R:\Employee Photos\Summer Olympics 2019

Star VIP Awards

Take 5 minutes this week to shine a spotlight on some awesomeness! Kudos to the Star VIPs from the past quarter. The following individuals from Clinical Surveillance & Compliance have received nominations and thank you notes via the STAR VIP recognition program during the months of July, August, and September.

 Star VIP – Tier 1 “Thank You” Recipient

Link To Thank You

Nominee Name(s)



Joshua Michaels, Tom Kazmerzak, Ian Emmons

Jinal Patel


Rashid Harun

JJ Chritton


Elaine Cizma, Cole Schenck

Shannon McGinley


Steve Riddle

Teresa Westrich


Sarah Strawn

Jeff Rooney


Ryan Schneider

Donald McNutt


Teresa Westrich

Kristy Drollinger


Mike Rice

Marla Albitz


Jennifer Steinberg

Kristy Drollinger


Donald McNutt

Kristy Drollinger


Lakshman Va

Kristy Drollinger


Mike Dunk

Kristy Drollinger


Brittney Keesey

Kristy Drollinger

Tier 2 Nominees (Eligible for Quarterly Prize and Recognition)

Link To



Dan Ray

Derek Woolley


Sarah Strawn, Justin Flechsig,

Jay Abushhiwa, Tina Reis, Mary Torgerson, Tom Jordan, Dana Ward, and Stephanie Locher

Derek Woolley


Peter Nash, Anna Nikolich,

Mitch Abaza, Wes Nevans, Dan Kaufman, Mykhailo Samorokov, Cheng Thao, and Jared Nichols

Kristy Drollinger


Elaine Cizma, Rachel Pelletier,

Sarah Strawn, Jeff Drengler, and Dan Delaney

Kristy Drollinger


Ian Emmons, Mike Dunk, JJ Chritton,

and Kang Liu

Kristy Drollinger


Brian Tortorice and Jay Abushhiwa

Kristy Drollinger


Drew Kiefer, Tom Kazmerzak, 

Ryan Peterson, and Derek Woolley

Kristy Drollinger


James Jackson

Marla Albitz


Marla Albitz

Derek Woolley


Mike Dunk, JJ Chritton, Marla Albitz, Ian Emmons, James Jackson, Jim Martino, Sravan Muppuru, Naveen Bandreddi, Kang Liu, and Mackenzie Weise

Kristy Drollinger

The Watercooler

This month we’re focusing on branding! Each month, our leadership team will answer the questions you have about our overall goals, projects or anything else that might be on your mind. If you have a question, submit it anonymously here.


Q. Why did Safety & Surveillance change to Clinical Surveillance & Compliance?

Safety & Surveillance was not the right name for our business. Our solutions are not ‘Safety’ solutions in a clinical setting, and some teams avoided using that term completely even though it’s used minimally externally. That’s why our leadership team decided to make the change now—it’s a chance to better define our solutions within the Health portfolio. 


Q. Who should I say that I work for?

Your employer and master brand name is Wolters Kluwer. You work in the Health division of Wolters Kluwer for the Clinical Surveillance, Compliance & Data Solutions business unit. Your ‘business’ within that unit is Clinical Surveillance & Compliance.


Q. Why are you calling it Clinical Surveillance versus Pharmacy Surveillance—which sometimes resonates more with our customers?

With the addition of POC Advisor to our surveillance portfolio, we no longer have pharmacy-only surveillance solutions. Moving beyond the department ‘sale’ is equally important as we evolve our go-to-market strategy to target the hospital C-suite and Clinical Surveillance meets that need.


Q. Safety & Surveillance is referenced in so many places, what’s the plan for making the change to Clinical Surveillance & Compliance?

First of all, this is not going to happen overnight. As a first step, teams should identify where they need to make a change based on this announcement. If you are not sure about what you should say, please contact Marketing (Teresa.westrich@wolterskluwer.com)



Do you have an idea for features for next quarter’s newsletter? Submit it to email: Teresa.Westrich@wolterskluwer.com and include the subject: Newsletter idea.


Have a burning question you need answered via the quarterly Watercooler? Submit it via this form.


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Written for clinicians

by clinicians.