At the 2025 Patient Access Collaborative Symposium, Stephanie Schmidt, MS, Senior Director of Ambulatory Operations, and Adam Stone, MS, Director of Clinical Data & Analytics of Oregon Health & Science University led a high-impact workshop on building a culture of data fluency and accountability in access operations. As leaders in both operations and analytics, Stephanie and Adam shared real-world examples of how their teams are aligning key performance indicators (KPIs) with meaningful metrics, using dashboards to bring data to life, and building the infrastructure for consistent governance across departments. Their focus: turning insights into action—and making data not just visible, but transformative.

In this episode, they reflect on the collective wisdom shared by access leaders nationwide—from the most common metrics (like fill rate and new patient lag) to the shared barriers (like attribution and cultural resistance). They also unpack the often-overlooked ROI of access initiatives, discuss how to improve organizational fluency, and share their aspirations for the future of access analytics. Whether you’re launching a dashboard or leading enterprise-wide transformation, this conversation offers powerful takeaways to guide your next step.