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Teaching Cognitive Interviewing Skills for Adverse Event Investigation

ASHRM On-Demand Webinar

Member: $39.00
Non-Member: $99.00

CE Credit: 1

Domain: Clinical Patient Safety

Level: Practitioner

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This presentation will provide an overview of the cognitive interviewing (CI) protocol and describe the development, delivery, and initial successes of two CI training programs created to help improve the quality of fact-finding and analysis of adverse events in health care settings.

Although investigative interviewing is an essential function of many Risk Managers’ roles, few have received formal training on how best to obtain testimonial evidence. This presentation describes the novel application to health care of enhanced cognitive interviewing techniques. The value of the CI protocol, which was originally developed to aid law enforcement personnel in interviewing cooperative witnesses and victims, has been proven by over 30 years of experience in a variety of policing, military and civilian contexts, including transportation accident and public health investigations. This presentation will provide an overview of the CI protocol and describe the development, delivery and initial successes of two CI training programs created to help improve the quality of fact-finding and analysis of adverse events in health care settings. Specific topics that will be addressed include the logistics of effective interviewing, memory and recall, and the CI protocol as adapted for use in health care.


  • • Describe the elements of the cognitive interviewing (CI) protocol
  • • Discuss the comparative advantages of CI techniques over traditional investigative interviews
  • • Identify various resources for complete training on the CI protocol
Speakers: Jonathan Stewart, Al Duke, Edward Geiselman, Brittany Anderson-Montoya
Product Code322017OD20
ASHRM CE Credits1.0
CNE Credits1.0
DomainLegal & Regulatory
Level - Foundational (F), Practitioner (P), Advanced (A)P
Publication Date12/10/20
Next Review7/1/24
Credit Expires7/1/25

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Speaker Bios


Jonathan Stewart is a Director of Risk Management and Patient Safety at BETA Healthcare Group, where he provides consultation services to hospitals and health systems throughout California. He has been trained in enhanced cognitive interviewing by Dr. Ed Geiselman, its co-developer, building upon his prior experience investigating adverse events as a clinical risk manager, interviewing clients as an attorney, and conducting administrative investigations into allegations of misconduct among providers and managers in government health systems. Jonathan studied at the University of California, San Francisco for his master’s degree in nursing (health policy) and the University of Tulsa for his law degree and certificate in health law; he is currently pursuing a Master of Science in human factors and system safety through the Lund University Faculty of Engineering.

Al Duke brings over 19 years of emergency department experience from staff nurse to department manager, he has served in all capacities in the ED at both urban academic settings to smaller community hospitals. In addition, Al has faculty appointments at Loma Linda University School of Medicine and School of Nursing, providing interdisciplinary education in Leadership and Statistics. Dedicated to patient safety and quality care, Al was a contributor to the development of core competencies in emergency nursing in partnership with the Emergency Nurse Association and published on this work. He has also presented both locally, nationally, and internationally on TeamSTEPPS, simulation and the use of Lean/Six Sigma strategies. Al received his Bachelor of Science in Nursing at Loma Linda University and Masters in Business Administration from the University of Phoenix. Additional certifications include: Certified Emergency Nurse, Certified Professional in Health Care Risk Management, Certified Professional in Patient Safety, Lean Six Sigma Black Belt, Master TeamSTEPPS Trainer, and continues to evolve in Just Culture and Human Factors concepts.

R. Edward Geiselman is the co-developer of the Cognitive Interview technique. He has been a Professor of Psychology at the University of California, Los Angeles, for 34 years. He earned his Bachelor’s degree from Purdue University in 1972 where he studied engineering and psychology. Subsequently, he earned both Masters and PhD degrees from Ohio University in experimental psychology. Since joining the faculty at UCLA, he has published five books and over 100 research papers in social-science and police-science journals. Professor Geiselman has conducted training and offered other consulting services for numerous investigative agencies including the FBI, Homeland Security, US Secret Service, US State Department, Los Angeles Police Department, Los Angeles Sheriff’s Department, Singapore Police Force, Health and Human Services, NTSB, Los Angeles Metropolitan Transit Authority, U.S. Marine Corps, U.S. Army, Walter-Reed Army Hospital, Black Hat, and Hong Kong’s Independent Commission Against Corruption. He also conducts investigative interviews for local police departments in ongoing cold-case investigations. Dr. Geiselman was awarded the Mary-Ellen McCormick award by the LASD in 2013 for his career contributions to the investigation of child abuse cases.

Brittany L. Anderson-Montoya, PhD; Human Factors Specialist, Atrium Health (Charlotte, NC). Dr. Anderson-Montoya received her PhD in Human Factors Psychology from Old Dominion University in 2014. She has over 15 years of human factors and simulation experience, with an emphasis in health care. She has been clinically embedded for over 5 years, during which time she helped establish a surgeon coaching program, redeveloped a root cause analysis training program into a two day course to incorporate system’s thinking into each phase of the investigation, and has actively conducted and published research integrating human factors, simulation, and health care for the advancement of patient safety. Recently, she has been developing a human factors product framework for her organization.

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