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Recorded webinars and presentations
CAI Webinar – How to Transition a CRP Case to Claims


Webinar Date: May 20, 2021


  • Barbara Pelletreau, RN, MPH, Senior Vice President, Patient Safety, CommonSpirit Health

Speaker Panel:

  • Claire Hagan, MJ, CPHRM Director of Risk Management Programs, Providence St. Joseph Health
  • Brittnie Hayes, JD, Claims Manager, COPIC
  • Linda Ubaldi, RN, CANDOR Training Specialist and Former Quality and Patient Safety Officer, CommonSpirit Health

Learning Objectives:

  • Learn practical advice from “claims professionals” on how to transition a CRP case to claims
  • Describe several of the key components for an ideal partnership and transition to claims from the perspectives of health systems, insurers, and patients and families
  • Understand the needs of patients and families, and how and when to appropriately engage them, in this transition to “claims process”

Presentation slides can be viewed here.

The accompanying resource guide to enhance the learnings from this session can be found here.

The recorded webinar is available on the CAI YouTube channel.