• How to edit a Standard Content Treatment Plan to fit the facility’s needs.
• Components of the treatment plan build.
• trategies for maintaining edits to build once live/governance suggestions.

Sarah Smith has a clinical background starting out in retail and specialty pharmacies and was a consultant for 13 years before transitioning to manage the Medical Oncology EMR and implementation space for HCA Healthcare. Her MEDITECH application specialties include Oncology, MIS, and Universe (in relation to the Person/User build), CMS/DMD, and Patient Portal. She also has experience in CWS, REG, AMB Front Office and Clinical, PCS, PHA, and LAB thanks to the integrations and collaborations needed within the Oncology implementation process.

Whether you're writing your first report or seeking to elevate your existing skills, this workshop provides a comprehensive foundation for success in report design. Unleash the full potential of your reporting endeavors.

Dan Collins has been at the forefront of EHR development and customer care for over 25 years. Dan enjoyed a successful career at MEDITECH spanning two decades of leading customer implementation and service teams that supported all MEDITECH platforms. Dan is a technically skilled leader and software developer with a career dedicated to best practices, customer care, and maintaining positive long-term customer and partner relationships.

In this information-packed workshop, we will use our recent experiences from implementing and optimizing Expanse Ambulatory at various facilities across US and Canada.

• A scoping approach to help you plan and evaluate if Expanse Ambulatory is the best fit for your facility (with recent examples).
• Review of “charging from documentation” and advanced clinical documentation tips and techniques.
• Harness the power of “Registries” to monitor and report on patient population health based on criteria like age, diagnosis, next immunization/mammography due dates, lab results, and query responses – learn to build a registry.
• Showcase – Post LIVE optimization, transformation, and revenue augmentation at Lawrence General Hospital’s ambulatory facility.
• MIPS Preparedness and EHR Excellence Toolkits (example of Depression and Suicide Prevention Toolkit implementation).
• A collaborative approach to integrating external community health centres with in-patient facility.

• Learn how Expanse Ambulatory can integrate with their inpatient and ED departments.
• Optimization using Registries and Advanced Clinical Documentation techniques.
• Attendees will learn the use of Registries with examples.
• Learn all steps involved in building and maintaining a Registry.
• Learn about Advanced Documentation techniques and "charge capture from documentation.”
• Attendees will learn how to prepare for MIPS using Ambulatory Expanse.

Al Monteiro is an Associate Consultant with Nordic Global Consulting. He is a result-driven healthcare IT professional with over 13 years of MEDITECH experience; the last seven years being focused primarily on MEDITECH Expanse Ambulatory implementation and optimization projects at various facilities across US and Canada. Al Monteiro lead the early adoption of MEDITECH’s evidence-based Depression and Suicide Prevention Toolkit at Coffeyville Medical Regional Center’s Ambulatory facility.

Wendy Frappier has been a healthcare provider and consultant for over 30 years, with extensive knowledge of MEDITECH systems and project management, particularly on large Canadian implementations. Wendy has extensive experience with clinical applications and web applications in Expanse and interface management.

• See Expanse demos comparing an order screen with rules and the same order without rules.
• Discuss how optimization can benefit your organization and consider quick wins that could make a difference in time savings for your providers, clinicians, and IT partners.
• Learn how rule-driven order screens can improve workflow for clinicians and help make ordering easier.
• • Learn tips and tricks of writing screen rules as well as review the different rule types.

Angela DePas, RN, BSN Consultant with CereCore MEDITECH Professional Services, has 26+ years of healthcare experience and 21+ years of healthcare IT experience. She enjoys sharing her expertise as an advanced NPR Report Writer and Screen developer, Report Designer, and M-AT Rules; and she has developed M-AT Rules catalog.

Learning objectives:

• Learn how to pull a billing report for their module and review charge rejections.
• Gain an understanding of the places within Expanse to monitor provider documentation and subsequent charges.
• Learn how to trend revenue in the Financial Status Desktop (FSD).

Instructor: Dawn Osborn

Dawn Osborn has more than 30 years of healthcare informatics experience, with the last 17 years dedicated solely to MEDITECH Revenue Cycle applications. She works at CereCore in the MEDITECH Professional Services Group as a Senior Consultant doing implementation, post-live optimization, assessment, and project work. Prior to consulting, she worked in the healthcare setting in key revenue cycle-related management and database admin roles. Dawn has a Master Degree in Healthcare Information Administration from the Medical University of South Carolina (MUSC) and a Bachelor Degree in Clinical Laboratory Sciences, also from MUSC.

Learning objectives:

• Gain an understanding of Power BI concepts and terminology.
• Learn how to design reports with Power BI Desktop.
• Hands-on learning while designing your own report during the workshop.

Instructor: Ian Proffer

Ian Proffer is Acmeware’s Director of Communication and Training. Before joining Acmeware in 2007, he spent seven years in healthcare IT at Jefferson Healthcare in Port Townsend, WA (a MEDITECH C/S site) and Harborview Medical Center in Seattle. Ian has worked for the last 20 years as a consultant, report writer, database analyst, administrator, and architect, including four years at Microsoft Corp. His practical work experience in healthcare includes database analysis and administration, report and application authoring and development, and user education and training.

Learning objectives:

• Gain knowledge of the Charge Forwarding workflows and set-up to enhance optimized build.
• Obtain tools to efficiently design/plan/optimize the Charge Forwarding functionality.
• • Understand the dictionary dependencies and optimal build components for a fully integrated process.

Instructor: Sheryl Easter

Sheryl Easter is a Principal Consultant with Nordic Global Consulting supporting both US and international organizations. She has over 35 years’ experience working closely with healthcare organizations to help improve their Revenue Cycle and Financial Processes, resulting in increased revenue and decreased avoidable write-offs for the facilities.

Sheryl has functioned in various roles including Managing Director-Revenue Cycle & Finance, Project Manager, Senior Management Consultant, and Senior Financial Analyst working in the areas of Patient Financial Services, Patient Access, Scheduling, Materials Management, Authorization/Referral Management, Health Information Management, Abstracting, Payroll, and General Financials. Education has been a key motivator, and after achieving a master’s degree (MBA/HCM) with a large focus on healthcare, became and educator focusing on healthcare regulations, optimizations, changes, and revenue cycle.

• Gain a better understanding of the capabilities of OM rules.
• Learn tips for creating and troubleshooting rules.
• Discover how OM rule functionality can be applied to improve clinical decision support.

Instructor: Kevin Judge, Analyst, Client Services, MEDITECH